Case Study: Rockefeller Philanthropy Advisors unifies contract management and spend oversight with Gatekeeper

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Preview of the Rockefeller Philanthropy Advisors Case Study

Rockefeller Philanthropy Advisors unifies 3,000 agreements across 120 projects with Gatekeeper

Rockefeller Philanthropy Advisors (RPA), a philanthropic services organization, faced significant challenges due to the lack of a centralized platform for contract and vendor management. With thousands of agreements across 120 sponsored projects managed by various departments, RPA struggled with visibility, risk, and inefficient processes, making it difficult to track commitments and obligations. They selected Gatekeeper to implement its unified Vendor & Contract Lifecycle Management solution to address these issues.

Gatekeeper provided a centralized platform that integrated vendor onboarding, risk screening, approvals, and payment data from NetSuite. The solution enforced consistent governance and allowed RPA to focus legal review on exceptions. By implementing Gatekeeper AI Agents to review complex agreements and training 21 internal CMS Champions, RPA drove adoption. The results included unified visibility across all agreements and sponsored projects, a strong, repeatable governance model, and a clear audit trail for their regulated environment.


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