Step 1
Baseline Spend & Contract Discovery
Collect and normalize contracts, invoices, subscription data, and vendor lists. Establish a single source of truth for spend, terms, renewal dates, and ownership.
Enterprise-grade technology expense management advisory for CIOs and IT leaders
Technology expense is rarely “one big bill.” It is hundreds of subscriptions, carrier services, renewals, auto-adds, device changes, SaaS licenses, and infrastructure contracts—often managed across multiple teams with inconsistent governance. An expert strategic advisor ensures you make the right choices, optimize contract terms, and implement a TEM operating model that converts spend into measurable control and ROI.
We have supported thousands of engagements helping organizations regain visibility, reduce waste, and build sustainable control across technology spend. Our work focuses on turning fragmented costs into a disciplined, auditable system—without disrupting operations.
Most technology expense problems are not caused by “bad tools.” They are caused by fragmented ownership, unmanaged change, and contracts that were never built for agility.
SaaS and cloud subscriptions expand quietly through auto-adds, orphaned licenses, and duplicate tools. Without discipline, the environment grows while utilization and ROI decline.
Contract terms, renewals, and pricing structures are often unclear. Without a systematic approach, organizations miss renegotiation windows, accept unfavorable increases, or remain locked into outdated bundles.
From mobility to BYOD to infrastructure contracts, day-to-day changes—new hires, terminations, role changes, device swaps, number changes, service moves—create errors, overbilling, and rework.
Many organizations cannot confidently answer: “What do we have, who has it, what does it cost, and what is actually being used?” Without inventory and assignment control, cost optimization becomes guesswork.
Security alerts, end-of-life support, contract changes, and shadow IT often live in separate systems with no consolidated reporting. Without visibility, risk and cost increase together.
A methodical approach that converts fragmented technology spend into a controlled, auditable, continuously optimized system.
Collect and normalize contracts, invoices, subscription data, and vendor lists. Establish a single source of truth for spend, terms, renewal dates, and ownership.
Build a reliable inventory of assets, licenses, and services assigned to employees, departments, and cost centers. Identify underutilization, duplication, and orphaned spend.
Quantify savings, risk reduction, and operational impact. Prioritize initiatives by ROI, complexity, and speed-to-value.
Renegotiate pricing, terms, bundles, and renewal protections. Align commercial structures to your reality: ramp schedules, true-ups, exit rights, and governance controls.
Implement workflows, approvals, reporting, and tooling to manage changes over time: adds/moves/changes, onboarding/offboarding, renewals, alerts, and continuous optimization.
Strategic advisory is not “expense cutting.” It is building a system that keeps costs controlled while supporting growth and change.
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TEM becomes operationally usable—not just a report—through workflows for onboarding, offboarding, adds/moves/changes, and renewals.
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Savings are captured and kept. Waste is prevented from returning because governance, inventory, and controls are embedded into operations.
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Tools and processes reduce manual tracking, minimize billing errors, and simplify change management across mobility, BYOD, SaaS, and infrastructure.
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Advisory ensures you negotiate from clarity: normalized pricing, measurable utilization, contract protections, renewal control, and commercial alignment to business needs.
In a focused working session, we will map your spend landscape, identify immediate savings and contract risks, and outline a practical TEM plan that improves visibility, reduces admin burden, and strengthens negotiation leverage.
During our initial consultation we discuss and conduct a flash assessment of your top spend areas and benchmark that against comparative industry data to determine if there is an opportunity for significant savings.
If so, we conduct deeper diligence to review spend and contract discovery, normalize invoices and subscriptions, and build a baseline that highlights duplication, orphaned licenses, and renewal exposure—then prioritize quick wins that don’t require organizational disruption.