Week 0 / 45 minutes / Led by a principal / No cost
We start with your business, not our slides: what leadership is focused on this year, the renewals, audits or acquisitions ahead, who owns technology spend, and how decisions get made.
Within two business days you get a short written recommendation: a Spend Baseline, a smaller first step, or an honest "not now."
Sample · Confidential
Fit recommendation
To
CFO and CIO, regional manufacturer
Sent
Two business days after our call
Re
Technology spend priorities
What we heard. Microsoft and CRM renewals fall inside 120 days. No one owns SaaS end to end, and two acquisitions are not yet integrated.
Recommendation. Begin a Spend Baseline next week so the findings are in hand before the Microsoft notice date.
02
Spend Baseline
Weeks 1 to 3 / Fixed fee / Credited in full against recovery
We reconcile what you pay for against what you own and use, across software, cloud, devices, mobile, telecom and IT services. Every figure carries a confidence rating, so you know exactly how solid each number is.
A reconciled inventory of spend, entitlements and usage
An 18-month renewal calendar with notice dates and owners
Your license position for each major publisher, before any audit
A baseline your finance lead signs, the measure for every dollar of recovery
Our standard: we only recommend recovery when the Baseline clearly justifies it. If it doesn't, we say so, and you keep everything we found.
Renewal calendarSample data
Vendor
Notice by
Recoverable
Confidence
1
Microsoft 365
Dec 12
$186,000
High
2
VMware
Jan 30
$140,000
High
3
CRM platform
Feb 18
$72,000
Medium
4
Mobile carrier
Mar 01
$64,000
Medium
5
Design suite
Apr 15
$38,000
Low
RenewalsInventoryLicense positionDevices
03
Recovery
Weeks 4 to 12 / Paid from verified savings
We execute what the Baseline found, and your finance team verifies each saving in writing before we invoice.
Reclaim
Unused seats, right-sized tiers
Recover
Idle lines, unreturned devices
Consolidate
Overlapping tools and vendors
Negotiate
Renewals, price caps, AI terms
Defend
Publisher audits and reviews
Lock in
Intake, renewal, offboarding controls
Savings registerSample · against signed baseline
Action
Status
Annual
Remove 410 unused Microsoft seats
Verified
162,400
Cancel 212 idle mobile lines
Verified
61,000
Retire duplicate design tool
Verified
38,200
VMware renewal, 3-year price cap
With finance
140,000
Verified to date (USD)
261,600
“
The savings are rarely in one big contract. They're spread across hundreds of small ones nobody has looked at since the day they were signed. We look at every one, fix what we find, and make sure someone owns it from then on.
Stratecamp, Recovery practice
04
Managed ITAM
Ongoing / Monthly retainer
We run IT asset management for you, so savings hold and new waste is caught before it's paid for. It works on the tools you already own, or on a platform we stand up for you. Prefer to run it yourselves? We train your team and hand it over.
Every renewal reviewed 90 days out
New vendors and AI tools checked before purchase
Licenses and devices follow every hire, move and exit
A standing license position, ready for any audit
Monthly brief · OctoberSample data
licenses in use
93%
renewals on time
6/6
leavers recovered
41/41
tools reviewed
9
Software spend against signed baseline
MayJunJulAugSepOct
– – Signed baseline
Every dollar we claim, your finance team can trace.
Four checks stand between a finding and an invoice.
Step 1A baseline you signYour finance lead signs the starting point before any recovery work begins.
Step 2Measured per unitPriced per seat, core or line, so headcount changes never distort the result.
Step 3Verified by youYour team confirms every saving in writing before it counts toward any fee.
Step 4Invoiced on executionWe bill only when a reduction is signed, with the savings register attached.
How fees work
No new budget line. Fees that follow results.
Spend BaselineA fixed fee, credited backAgreed up front and credited in full against recovery when it begins.
RecoveryA share of verified savingsPaid as each saving is executed, measured against the baseline you signed.
Managed ITAMA monthly retainerScoped to the size of the estate we manage.
For private equity sponsors
One view of technology spend across your portfolio.
We run Spend Baselines across several portfolio companies in parallel, recover spend wherever the numbers justify it, and give operating partners one comparable view of technology cost and risk. Savings without touching headcount.
Every saving is measured against a baseline your finance lead signs before recovery starts, priced per unit so headcount changes don't distort it. Your team verifies each one in writing before we invoice.
What do you need from us?
Read access to spend, identity, device and contract data, plus about six hours of interviews across finance, IT and procurement. We send a readiness pack the day you sign, so nobody has to guess.
Do you resell software or hardware?
No. We disclose every partner relationship in writing, and none of our work depends on buying a tool.
What if the Baseline finds less than expected?
We tell you plainly and stop there. You keep the inventory, the renewal calendar and the license position, which most companies have never had in one place.
We already have an asset management tool. Do we still need you?
Tools show you the data. We reconcile it against contracts and spend, act on it, and run the process around it. Where your tool is solid, we use it.