Customer Stories

How Compound Planning cut vendor spend by 7% and scoped 43 vendors for Regulation S-P without adding headcount

As Head of IT at Closinglock, Cesar De La Garza faced a growing challenge: keeping track of vendor contracts had become unmanageable. Each department purchased its own tools, contracts lived in emails and shared folders, and an ever-growing spreadsheet struggled to keep everything aligned. Renewal dates, pricing changes, and compliance details were scattered—leaving the company exposed to surprise costs and inefficiencies.

When Allison Thompson, Head of Strategic Finance at Public, sought to increase efficiency by 20%, she knew their existing vendor management tools weren't up to the challenge.