Bank of AmericaMorgan StanleyCredit SuisseIBMDXC Technology
01 / WHERE WE FOCUS
Every commitment. A clearer commercial decision.
Technology costs accumulate across teams, suppliers and years of decisions. We connect the commercial detail to what the business actually needs.
01
MARKET DATA
Know what you buy. Know who needs it.
Bring contracts, entitlements, usage and business roles into one review. Identify overlapping feeds, underused services and permissions that no longer fit the role.
Align licences with demand. Challenge overlapping platforms, unused seats, edition choices and renewal commitments.
03
Telecoms & connectivity
Review circuits, carrier contracts and network services against utilisation, resilience requirements and the operating estate.
04
Technology sourcing & operations
Reshape supplier agreements, cloud economics and managed services with a clear view of cost, delivery and business impact.
02 / THE AI ADVANTAGE
More evidence. Better decisions. Accountable action.
AI expands what can be examined. Experience determines what should change. Our approach combines both, from the first contract review to the final commercial decision.
01
Discover & connect
Bring together approved contract records, invoices, usage reports and organisational data. Establish the baseline and expose gaps.
02
Analyse & challenge
Use AI-assisted extraction and comparison to surface renewal terms, duplicated services and mismatches between cost and need.
03
Validate & prioritise
Test opportunities with business owners. Assess licence restrictions, operational dependencies and the cost of making the change.
04
Negotiate & realise
Turn the evidence into a sequenced commercial plan. Track approved actions and validate realised savings against the agreed baseline.
03 / MARKET DATA, IN FOCUS
The right data. For the right people. On the right terms.
A subscription may be active. That does not make it necessary.
For investment and wealth management businesses, meaningful savings require a detailed understanding of users, roles, permitted use and supplier terms. We examine these together, so rationalisation reflects the way your firm operates.
Entitlements and usage reports, reviewed against role requirements and service ownership. Low use is a prompt for investigation, not an automatic cancellation.
03 Where is there overlap?+
Comparable services across vendors, teams and business units, with differences in coverage and permitted use made explicit.
04 What can change, and when?+
A prioritised action plan aligned with contractual windows, business validation and implementation dependencies.
OUTPUT An evidence-backed rationalisation plan.
WHAT YOU TAKE FORWARD
From spend visibility to commercial control.
A clear baseline. A prioritised opportunity register. A renewal calendar with accountable owners. And an implementation plan that distinguishes potential savings from those actually delivered.
More than 35 years at the intersection of technology, commercial strategy and operations.
James has held senior leadership roles at Bank of America, Morgan Stanley and Credit Suisse, followed by IBM Cloud and Chief Administrative Officer at DXC Technology. His experience spans global IT sourcing, market-data infrastructure, networks and enterprise cost transformation.
Today, he combines that executive perspective with hands-on AI research and engineering at Scorpion Labs. The result is a direct connection between commercial ambition and technical understanding.
$4.5bnBudgets managed of up to $4.5bn
$500m+Annual savings delivered through savings programmes led
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05 / OUR RESEARCH LAB
Commercial perspective. Research at the frontier.
Scorpion Labs explores AI model routing, governance and evidence-led systems. Its work brings a practical understanding of AI’s economics, capabilities and controls to our commercial perspective.