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Finance, operations & technology leaders

Keep the technology your work depends on.
Question the rest.

Rising technology expense, manual workarounds, or an approaching renewal can be reasons to revisit the environment without assuming everything needs replacement.

Start with a business question. No records or commitment required.

FROM THE QUESTION TO THE EVIDENCE

What belongs in the review.

01

Connect cost to use

Bring applications, licenses, cloud services, infrastructure, owners, and renewal terms into one view. Check actual utilization before calling a service redundant.

02

Trace operating dependencies

Examine integrations, reporting, reliability, recovery expectations, and the workflows each system supports. A cost decision needs to account for the consequences of removing or changing it.

03

Make a practical sequence

Compare retaining, negotiating, consolidating, or modernizing the relevant services. Put implementation effort, vendor responsibilities, notice dates, and success measures beside each option.

MAKE THE FIRST STEP SPECIFIC

What would make this worth examining?

A high-level summary is enough to begin. The team can help clarify the question before requesting detailed information.

  1. Which contract, system, or recurring workaround prompted the review?
  2. Who uses it and who owns the decision?
  3. What needs to keep working during any change?

BEFORE YOU CONTINUE

A few useful answers.

Will you recommend replacing our systems?

A review starts with the current environment. Keeping a system, changing its configuration, or negotiating an agreement may be as relevant as replacing it.

Can we start with one renewal?

Yes. A specific renewal, application portfolio, or integration problem can provide a bounded starting point.

YOUR SITUATION SETS THE SCOPE

Let’s start with what matters to you.

Tell David what prompted the question, what needs to keep working, and any timing that matters.

Start a conversation ↗Or email David