Technology Spend and Contract Diagnostic · For CFOs
Know what your technology commits you to before it renews.
Technology commitments grow through renewals, acquisitions and vendor upsells. They sit across finance, IT and store operations, and nobody owns the whole list. The Diagnostic gives you that list, priced and dated, in five weeks.
What you get
- A renewal calendar of every agreement over $10K a year, with notice dates
- A spend baseline reconciled to your ledger
- A risk inventory of your core systems and vendors
- A savings and risk register, each item sized, owned and dated
- Negotiation positions for your top five vendors
- A 90-day action list and an executive readout
How it works
Week 1
Kickoff and interviews. I meet the people who own the contracts, the budget and the systems, and collect the agreements and the spend data.
Weeks 2 to 3
Contract and spend review. I build the renewal calendar and reconcile the baseline to your ledger, then walk you through an interim readout.
Weeks 4 to 5
Sizing, positions and the readout. Every opportunity and exposure is sized, owned and dated, and you get negotiation positions for the vendors that matter most.
What I need from you
- Your technology contracts, order forms and renewal notices
- 12 months of accounts payable data
- Six to eight interviews across finance, IT and operations
- An executive at the readout
What it is not
It is not a vendor selection, a security audit, or a savings guarantee. It is an independent view of what you have and what to do about it. I take no vendor commissions and have no implementation team to sell you afterwards.
Fee
Fixed fee, agreed before we start. Paid in three milestones.
US clients are quoted in US dollars. If you sign the follow-on program within 60 days of the readout, part of the Diagnostic fee is credited against it.
Common questions
- Do you negotiate with vendors?
- Not in the Diagnostic. It produces the positions. If you want me in the room, that is the follow-on program.
- Will my IT team feel audited?
- They are the people I work with most, and they get the credit in the readout. The Diagnostic gives them a complete calendar and commercial backing for the negotiations they already want to have.
- Do you work with US companies?
- Yes, remotely and on site when needed. US clients are quoted in US dollars.
Know what you are committed to before your next renewal.
Book a 30-minute call. If I don't think I can help, I'll tell you. Or start with the template and build the calendar yourself.