Case Study: Win Win Advisors achieves a $1M deal and locks in future spend with AppDirect Procurement Marketplace

Procurement Marketplace Deal $1M Opportunity, Future Spend Secured

Win Win Advisors, a Boston-based advisory firm led by Charlie Field, was competing to win a multi-million-dollar AWS migration but lacked visibility into the customer’s broader technology stack and procurement across locations. The healthcare customer had no single place to find, buy, and manage cloud and SaaS purchases, creating invoicing complexity, technology sprawl, and security risks.

Field partnered with AppDirect to deploy an AppDirect Procurement Marketplace, provisioning the curated platform in 90 days to centralize purchasing, approvals, and single invoicing. The deal secured the $1,000,000 AWS account plus a $45,000 Adobe opportunity, shortened the typical 6–9 month sales cycle to 90 days, increased customer stickiness, reduced spend, improved security and management efficiencies, and opened ongoing commission revenue on future purchases.

Win Win Advisors