Software spend assessment boardroom
Assessments / Software Spend

Software Spend Assessment

A buyer side assessment across the entire software estate. Top five savings priorities, audit posture, renewal pipeline, and the negotiation roadmap delivered in weeks.

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4 to 6Week Turnaround
Top 5Savings Priorities
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500+ Enterprise Clients Industry Recognized $2B+ Under Advisory 11 Vendor Practices 100% Buyer Side Independent
When we help

Three moments we step in

Scenario 01
Software spend health check
A new CIO or CFO arrives and wants an independent view of the software estate. Cost, posture, and the top five priorities to act on.
Scenario 02
Audit risk review
Multiple publishers active. You want a posture review on Oracle, Microsoft, SAP, IBM, and Salesforce before a soft inquiry becomes a formal audit.
Scenario 03
Renewal pipeline review
Procurement wants a forward calendar of every renewal, the leverage in each, and the negotiation sequence to run across the year.
How we help

Four phase assessment procedure

Phase 01
Scope and intake
Contract intake, deployment telemetry, and stakeholder interviews. Scope locked from day one.
Phase 02
Estate baseline
Independent baseline of consumption, entitlement, audit posture, and renewal calendar across the covered publishers.
Phase 03
Priority shortlist
Top five savings priorities ranked by yield and effort. Each priority quantified to a discrete recommendation.
Phase 04
Roadmap delivery
Executive readout. CFO and procurement briefed on the roadmap. Standing or fixed fee engagement options proposed.
Deliverables

What you get at close

01
Software spend report
Independent baseline of software spend across the estate. Cost, consumption, contracts mapped to a single view.
02
Top five savings priorities
Ranked shortlist of the largest near term opportunities. Each priority quantified with a target outcome.
03
Audit posture review
Heat map of audit exposure by publisher with recommended containment steps for the open issues.
04
Renewal calendar
Twelve month renewal calendar with leverage points and decision deadlines plotted to the day.
05
Negotiation roadmap
Sequenced negotiation roadmap across the covered publishers. Which to open first and why.
06
Executive briefing
CFO and audit committee readout. Posture, savings, residual risk, and forward priorities in a single deck.
Outcome

What changes after we engage

4 to 6
Week assessment
turnaround
Top 5
Savings priorities
ranked and sized
100%
Estate visibility
across the corpus
12mo
Renewal calendar
delivered at close
$2B+
Under advisory
across the firm
Engagement model

Two ways to engage

Pick a Fixed Fee assessment for a single point in time view across the estate. Pick Vendor Shield to roll the assessment into a continuous always on advisory subscription.

Option A

Fixed Fee Assessment

Scope
Single point in time assessment across the agreed publisher set. Fixed scope from intake to executive readout.
Timeline
4 to 6 weeks typical. Same week start once scope is signed.
Pricing
Fixed fee. Quoted on number of publishers and estate size. No hourly billing.
Best for
A new CIO or CFO who wants the top five priorities ranked and quantified before acting.
Schedule a Call →
Option B

Vendor Shield

Scope
Continuous assessment rolled into always on advisory. Quarterly refresh and standing buyer side counsel.
Timeline
12 to 24 month subscription. Renews annually.
Pricing
Annual subscription. Quoted on total spend under advisory.
Best for
Multi vendor estates wanting one team and a quarterly cadence rather than reactive engagements.
Vendor Shield detail →
Self serve tools

Interactive assessment tools

If you want a starting point before engaging us, run one of the free interactive assessments. Each tool gives you a score, a calibrated recommendation, and a path to the next step. All read in your browser. No vendor influence.

The assessment ran six weeks and produced the top five priorities ranked by yield and effort. We took two of them through procurement in the next quarter and the savings paid for the engagement many times over.
CFO, Fortune 500 industrial
Multi vendor estate
Buyer side advisory boardroom

Get the top five priorities ranked

A buyer side assessment across the estate in six weeks. Five priorities ranked, audit posture mapped, twelve month calendar delivered.

Buyer side intelligence, monthly

One letter a month. Negotiation moves, audit signals, and price book shifts.