Financial Services

Big Four U.S. bank

A Big Four U.S. bank modernized supplier onboarding and third-party risk workflows with a fully integrated orchestration layer spanning procurement, risk, legal, and finance systems. By centralizing supplier management, intake, and TPRM workflows into a single orchestration experience, the bank improved operational visibility, streamlined assessments, and established a scalable foundation for enterprise-wide procurement transformation.

Financial Services
$80B+

annual revenue

200k+

employees

35+

countries

  1. Challenges
  2. ORO Solutions
  3. Value Delivered
  4. Integrations

Challenges

As one of the world's largest financial institutions, the bank manages highly regulated supplier onboarding, third-party risk, and invoice workflows that require strict governance, transparency, and auditability. Existing assessment management and supplier onboarding processes were heavily manual and fragmented across systems, creating operational inefficiencies and limiting visibility into supplier status, workflow progress, and risk activities.

The organization also required a solution capable of supporting stringent SDLC and compliance standards across all deployment environments while orchestrating workflows across procurement, legal, finance, and supply chain operations. The bank needed a scalable orchestration layer that could modernize TPRM operations without disrupting existing enterprise systems and governance frameworks.

ORO Solutions

By centralizing supplier onboarding and TPRM orchestration, the bank improved operational transparency, supplier collaboration, and audit readiness across procurement and risk management workflows. Dynamic forms, integrated Process Unity synchronization, and enhanced supplier experiences significantly reduced administrative overhead while improving process consistency and visibility for both internal users and suppliers.

Key outcomes included:

• Improved operational transparency and audit readiness
• Reduced administrative overhead through dynamic forms
• Stronger supplier collaboration and communication
• Better visibility into cycle times and workflow performance
• Compliance-ready foundation aligned to SDLC standards
• Scalable orchestration model for future transformation

Value Delivered

By centralizing supplier onboarding and TPRM orchestration, the bank improved operational transparency, supplier collaboration, and audit readiness across procurement and risk management workflows. Dynamic forms, integrated Process Unity synchronization, and enhanced supplier experiences significantly reduced administrative overhead while improving process consistency and visibility for both internal users and suppliers.

Key outcomes included:

• Improved operational transparency and audit readiness
• Reduced administrative overhead through dynamic forms
• Stronger supplier collaboration and communication
• Better visibility into cycle times and workflow performance
• Compliance-ready foundation aligned to SDLC standards
• Scalable orchestration model for future transformation

Integrations

SAP Ariba Sourcing, SAP Ariba Contracts, SAP Ariba Buying, Oracle PeopleSoft, ProcessUnity, ServiceNow, Microsoft Teams, Enterprise SSO, User Management Systems