When Trustmark needed to modernize a legacy network across 249 locations while managing billing disputes and a complex SD-WAN selection, they brought in BAZ Group to take over and get it done. The result: a nearly 40% reduction in annual telecom spend, a completed six-state migration, and zero exit penalties — on time and under budget.
COMPANY SNAPSHOT
|
Company |
|
|
Industry |
Banking / Financial Services — Regional bank and financial services provider headquartered in Jackson, Mississippi; founded 1889; serves Mississippi, Alabama, Florida, Tennessee, Georgia, and Texas with ~$19B in total assets |
|
Locations |
~170 retail branches across a six-state Southeast footprint; BAZ's telecom engagement spans 249 locations (includes ATM/ITMs) |
|
Employees |
~2,600 |
|
Telecom Spend |
Multi-million dollar annual run-rate for data and telecom services at start of engagement |
|
Engagement Start |
Late 2023 / Early 2024 |
|
Services Engaged |
Audit, Legacy Migration, Billing & Reconcilement, Mobile Optimization, Legacy Carrier Stewardship, SD-WAN Transformation |
|
Total Savings |
Nearly 40% reduction in annual recurring telecom spend (2024–2025) |
THE CHALLENGE
Trustmark had been running on legacy carrier services — copper-based voice and data circuits, plus an AVPN WAN network that had served the bank well for years but had reached the end of its useful life. Leadership recognized it was time to modernize, and set out to do exactly that, moving away from AVPN toward an SD-WAN solution.
Two challenges were running in parallel. On the legacy side, planned disconnects were lagging behind schedule — meaning old voice and AVPN circuits were staying on the bill longer than they should have. Billing stewardship issues with the legacy carrier needed someone to own them and push them to resolution.
At the same time, Trustmark needed to select the right SD-WAN provider — a decision big enough to warrant a formal RFP process. They wanted an objective, vendor-neutral perspective to help navigate that selection and stay ahead of upcoming contract renewals.
The call to partner with BAZ came from Charlie Shields, the project manager overseeing Trustmark's SD-WAN initiative. Charlie had worked with BAZ President Molly Zraik at a previous client, and based on that track record, reached out to bring the team to Trustmark. Closing out the legacy carrier MPLS/AVPN exit on time with zero penalties, and staying under budget was the direction from leadership — and it had to be done right.
THE ENGAGEMENT
When BAZ came in, they stepped into an active, multi-front situation: legacy billing disputes to resolve, a vendor selection process to navigate, and a full network migration to manage — all running simultaneously across 249 locations.
BAZ worked closely with Trustmark's internal Network and Telco team throughout the engagement. On the legacy side, the team built and maintained a comprehensive service inventory, scrubbed every data circuit at every location prior to conversion, and mapped every contract into a renegotiation timeline. That groundwork made it possible to stay ahead of renewals and avoid unnecessary spend.
Billing stewardship on the legacy carrier side required BAZ to coordinate the carrier's own account resources to fairly resolve disputes and to work through conflicting paper trails across disconnects and credits. BAZ navigated the complicated process professionally — keeping Trustmark, the legacy carrier, and the broader project moving forward.
The SD-WAN migration kicked off in mid-2025, rolling out DIA and broadband services at all branches. BAZ coordinated vendors, technicians, and billing teams to keep the transition clean across every location type — standard branches, pilot sites, ATMs, and corporate locations in transition all required differentiated treatment. Data center connectivity and facility charges were tied out in full as well.
The migration completed in mid-2026, on time and under budget, with zero penalties on the legacy carrier MPLS exit — a result that required precise execution across a multi-year, multi-vendor, multi-location engagement.
Engagement Timeline
|
TIMELINE |
MILESTONE |
|
Late 2023 / Early 2024 |
BAZ Group contracted — takes over driving legacy migration, disconnect efforts, and legacy carrier billing stewardship |
|
Early 2024 |
BAZ assumes audit and optimization of all landline and mobile services across 249 locations |
|
Mid-2024 |
SD-WAN vendor RFP and bid selection process initiated — new SD-WAN provider selected |
|
Mid-2025 |
SD-WAN migration kicks off across all Trustmark locations; BAZ assumes monthly management of all landline and mobile billing |
|
Mid-2026 |
SD-WAN migration completed on time and under budget — zero legacy carrier MPLS exit penalties. BAZ finalizes all legacy disconnects and clears remaining billing. |
THE RESULTS
The numbers tell the story. Chris Davidson shares his thoughts from Trustmark's internal business review:
|
|
It’s not often that we get to execute initiatives with results that are as meaningful to the bottom line as these. Our teams did a phenomenal job in bringing this to completion on schedule with savings that exceeded our original expectations. — Chris Davidson, Executive Vice President, Chief Information Officer, Trustmark |
BAZ drove a nearly 40% reduction in Trustmark’s annual telecom spend during 2024–2025 — every dollar ongoing, recurring, and traceable to the invoice. And that’s only since BAZ was contracted into the project. The savings Trustmark achieved before BAZ arrived push the overall reduction even higher, making this one of the most impactful telecom transformations in the bank’s recent history.
The SD-WAN conversion alone accounted for the majority of the savings — and delivered more than just cost reduction. Legacy MPLS and ANIRA infrastructure was retired entirely, the project was completed on time and under budget, and the legacy carrier MPLS exit closed with zero penalties. In a transformation of this complexity and scale, that last point is no small achievement.
Savings Breakdown — Annual Telecom Spend Reduced
|
TOTAL 2024–2025 ~40% reduction in annual telecom spend Not a one-time credit. Every percentage point here is waste we found, disconnected, and keep off the bill. A meaningful portion of their previous monthly run-rate recovered — every single month. |
|
|
TELECOM INVOICE PROCESSING & MONITORING |
|
|
General Bill Stewardship PRI, legacy carrier circuits and legacy POTS retired |
~1% |
|
PROACTIVE SAVINGS INITIATIVES |
|
|
Mobile Services Optimization Inventory clean-up; 200+ rate plan optimizations |
~3% |
|
Landline Services Optimization 50+ circuits and POTS lines disconnected |
~6% |
|
Legacy Carrier Stewardship Disconnects, tariff rate adjustments and credits |
~2% |
|
SD-WAN PROJECT INITIATIVES |
|
|
Legacy Carrier to SD-WAN Conversion ANIRA and wireless disconnects, plus the circuit rate differential |
~27% |
Every percentage point in the table above is ongoing, recurring, and traceable to the invoice — not a one-time credit.
FROM THE BAZ TEAM
|
|
What made this engagement work was collaboration. Our legacy carrier stayed engaged with us through a complicated transition, our new SD-WAN provider moved with us to hit an aggressive timeline, and Trustmark’s own team partnered with us every step of the way. That’s what real service looks like — everyone rowing in the same direction for the client. Today, Trustmark is better positioned to serve its customers and step confidently into the future. — Ryan Kozey, Client Liaison, BAZ Group |
Ready to see what's hiding in your telecom spend?