IT Spend Baseline & Savings Map – independent view of where your IT budget really goes.
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Executive Add-On • Vendor-Neutral • One-Time Engagement

IT Spend Baseline & Savings Map

If you asked “Where does all our IT money actually go?” would anyone give you a clear, one-page answer? This engagement builds a simple, CEO-ready view of your IT spend – plus 3–5 concrete savings opportunities you can act on without breaking your environment.

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Typical scope: MSP, licenses, connectivity, backup, security stack, and key applications. We stay independent – no reselling or referral commissions.
At a glance
  • ✔ One-time vendor-neutral review of your IT spend baseline
  • ✔ Simple visual of where the money actually goes
  • ✔ 3–5 actionable savings opportunities with estimated impact
  • ✔ Board/lender-ready summary you can reuse

Typical investment: From $3,250 USD
Up to ~50 staff. Larger environments priced by scope.

Outcomes CEOs care about

Clarity on where the money goes

Turn a pile of invoices into a simple picture of categories: MSP, licenses, connectivity, backup, security, projects and “miscellaneous” spend.

Identified savings & clean-up areas

We highlight overlaps, unused or over-provisioned services, auto-renew traps and areas where costs can be reduced without harming resilience.

Board-ready summary you can reuse

You get a concise narrative in plain English: “Here’s what we spend, why, and where we can safely optimize over the next 12–24 months.”

What you receive from the IT Spend Baseline & Savings Map

Core deliverables
  • ✔ Consolidated IT spend baseline across MSP, licenses, connectivity, security and backup
  • ✔ Simple visual “spend map” showing major categories and proportions
  • ✔ 3–5 savings opportunities with estimated annual impact and difficulty level
  • ✔ List of “watch items” where costs are likely to creep over time
  • ✔ Short written summary suitable for board, lender or ownership updates
How the engagement runs
  1. Kick-off call (60 minutes): clarify scope, key systems and current pain points.
  2. Document & invoice review: we review bills, contracts and license exports.
  3. Draft baseline & map: build your spend categories and visuals.
  4. Walk-through session (60–90 minutes): review the map, discuss savings options.
  5. Refined pack delivered: final PDF/PowerPoint-style pack you can reuse internally.

This engagement pairs well with the Executive IT Strategy Club tiers for ongoing oversight and decision support, but can also be delivered standalone.

Typical investment: From $3,250 USD (up to ~50 staff). Larger environments are scoped individually.

Talk About an IT Spend Baseline for Our Company

Who this is a good fit for

  • ✔CEOs, presidents and owners with 5–500 staff
  • ✔Companies with at least one MSP or internal IT provider
  • ✔Leaders who suspect waste, but lack a clear baseline
  • ✔Firms facing board or lender questions about IT spend

Probably not a fit if...

  • You mainly want helpdesk/ticket support rather than financial clarity.
  • You’re only looking for a cheaper MSP quote, not an independent view.
  • Your entire IT spend is a single fixed monthly MSP fee and a few SaaS tools.

Common questions

Will you talk to our MSP or IT provider?

Yes, if you’re comfortable with that. We can either work purely from invoices and internal context, or involve your providers to clarify what specific services cover.

Do you negotiate contracts for us?

We can highlight where to negotiate and what to ask for. In some cases we’ll help you prepare talking points or quietly support you in vendor meetings. Formal negotiation can be scoped as an extension.

Does this replace a full IT audit?

No. This is an executive-level baseline of spend and opportunities, not a technical controls audit. It pairs well with deeper security or infrastructure assessments if those become necessary.

Can we repeat this annually?

Yes. Many CEOs treat this as a yearly “IT budget health check” before renewals or planning cycles.

Get a clear, neutral view of your IT spend.

If your IT invoices feel like alphabet soup, this engagement turns them into a simple, actionable picture.

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