Case Study: Modernizing Enterprise Communications: Delek’s Cloud Transformation & Cost Optimization Journey

DELEK US HORIZONTAL LOGO FINAL

Delek US Holdings, a leading refinery in the Energy & Logistics industry, was seeking to consolidate communications into a single, cloud-based solution and reduce overhead costs. They needed to revamp their communications strategy, adopt innovative solutions, and establish long-term cost control.

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Background

Client: Delek US Holdings, Inc.

Industry: Energy Refining & logistics locations

Project Type 1: Cloud Voice Digital Transformation

Project Type 2: Special Project – Bill Analysis & Cost Optimization

Duration: 24 Months

NexGen Services: Unified Communications/Cloud Voice, Telecom Expense Management, Invoice Auditing, Strategic Sourcing

 

Challenges

Cloud Voice Digital Transformation

Delek operated multiple phone systems across various locations, making management difficult, especially without dedicated telephony staff. As their use of Microsoft Teams increased post-COVID, Delek sought to consolidate communications into a single, cloud-based phone system that could integrate seamlessly with Teams. They needed a vendor capable of offering flexible solutions and managing a complex implementation across their organization. NexGen demonstrated the expertise and adaptability required to take on the challenge and partner with Delek for a successful transition.

Special Project- Bill Analysis & Cost Optimization

Delek US is a diversified downstream energy company with assets in petroleum refining, asphalt, renewable fuels, and logistics. Their refining operations are located in Tyler and Big Spring, Texas, El Dorado, Arkansas, and Krotz Springs, Louisiana. They provide safe, reliable energy while prioritizing cleaner and more innovative solutions.

Their internal team lacked the time and tools to conduct a thorough audit of telecom invoices or benchmark their rates against industry standards. Leadership engaged NexGen to identify savings opportunities, validate billing accuracy, and improve cost controls.

Solutions Implemented

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Cloud Voice Digital Transformation

NexGen provided strategic consulting to guide Delek through its digital transformation into a fully cloud-based phone system. This involved evaluating Delek’s current telephony landscape, engaging multiple unified communications vendors, and supporting contract negotiations and implementation planning. A key objective was to transition the organization primarily to softphones with seamless Microsoft Teams integration.

  • · Assessment of Current Environment: NexGen conducted a comprehensive review of Delek’s existing phone systems across multiple sites, including phone numbers, system configurations, and call routing structures. This audit provided the foundation for identifying the best-fit cloud communication solution.
  • · Vendor Evaluation & Demos: Five leading unified communications platforms were identified and evaluated through demos and stakeholder workshops. Each vendor met Delek’s baseline requirements, but the hands-on evaluations provided deeper insight into which solutions aligned best with Delek’s specific operational needs.
  • · Benchmarking & Score carding: While many platforms offered similar core features, NexGen developed customized scorecards to highlight the differentiators that mattered most to Delek—such as Microsoft Teams integration depth, user experience, and scalability. This structured approach enabled Delek’s leadership to make an informed, data-driven decision.
  • · Contract Negotiation Support: NexGen played a critical role in negotiating favorable contract terms, including competitive per-seat pricing and reduced implementation costs. Leveraging market expertise and vendor relationships, NexGen helped Delek secure a cost-effective, multi-year agreement aligned with their growth and technology goals.
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Bill Analysis & Cost Optimization

NexGen deployed a dedicated Special Projects team to perform a deep-dive analysis of the client’s telecom environment, focusing on the following key areas:

  • · Invoice Auditing: Reviewed 126 unique telecom invoices across all locations for voice, data, and internet services. Including an inventory of active services compared to actual business needs.
  • · Contract Review: Evaluated all existing carrier contracts for rate compliance, terms, and hidden fees when needed before cancellations/changes.
  • · Benchmarking: Compared current rates to industry standards using NexGen’s proprietary pricing database.
  • · Strategic Recommendations: Provided a roadmap for service consolidation, cancellations, and cost reduction.

Results Achieved

$  0

Monthly Savings

$  0

Estimated Annual ROI

Client Testimonial

“NexGen knocked it out of the park again this year helping us with circuit spending and optimization. The savings, HUGE! Jini is just fantastic to work with and took no prisoners getting a long list of items fixed. A ‘thank you’ almost isn't good enough.

NexGen was an absolute pleasure to work with during our telephony migration. They were instrumental in all phases of the endeavor — vendor navigation, feature selection, planning, and implementation. Jason and staff were true members of our team, and I know we wouldn’t have had such a smooth and successful outcome without them.

Look no further than NexGen.”

~ Kevin Day, Sr. Director - Technology, Delek US Holdings

Conclusion

This study highlights NexGen’s ability to deliver both strategic modernization and measurable cost savings. By partnering with NexGen, Delek US successfully unified its telephony systems into a streamlined, cloud-based platform with Microsoft Teams integration—simplifying support, enhancing flexibility, and improving user experience. In parallel, NexGen’s in-depth telecom audit and vendor negotiation expertise uncovered over $1 million in savings, establishing long-term cost control and a scalable foundation for future growth. Together, these initiatives demonstrate NexGen’s value as a comprehensive communications partner—capable of driving both innovation and efficiency.

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