How we work

Evidence first. Opinions last.

A structured four-phase model that produces findings you can check, numbers you can defend, and a plan your team can run without us in the room.

The engagement

Four phases, no surprises.

You know the fee before we start, the scope before we look, and the findings before anyone else does.

01

Scope

Week 0 · one working session

We sit down with you and agree exactly what is in bounds. What business questions the work has to answer, which entities and systems are included, what data we will need, and what the deliverable looks like. You get a written scope and a fixed fee before anything begins.

  • Business questions the engagement must answer
  • Entities, sites and systems in and out of scope
  • Data request list and access requirements
  • Fixed fee, timeline and named deliverables
02

Evidence

Weeks 1–2 · the heavy lifting

We work from records, not recollections. Contracts, invoices, tenant exports, cloud billing detail, licence positions, ticket history. Then we talk to the people who actually run the process — usually the fastest route to where the friction is.

  • Vendor contracts, invoices and renewal calendar
  • Microsoft 365 / Google tenant and licence exports
  • Cloud and infrastructure billing detail
  • Interviews with finance, IT and operational leads
03

Quantify

Weeks 2–3 · turning findings into numbers

Every opportunity gets a dollar value, a confidence level, an owner and an effort estimate. We separate what you could do this month from what needs a project. Where we cannot size something confidently, we give a range and say why.

  • Savings sized against actual spend, not benchmarks
  • Confidence level attached to every estimate
  • Quick wins separated from structural change
  • Findings reconciled back to the general ledger
04

Execute

Ongoing · optional, and often where the value is

A report that nobody actions is an expensive document. Where you want it, we stay on and run the work: the renegotiations, the consolidations, the process changes — alongside your team, with benefit tracked monthly against the baseline.

  • Initiative plan with owners and target dates
  • Vendor negotiation support with comparables
  • Monthly benefit tracking against the baseline
  • Quarterly reporting for the board or sponsor

Our rules

Four commitments we do not bend.

These are the reasons clients let us look at things they would not show a supplier.

We take nothing from vendors

No commissions, referral fees, rebates or resale margin — from anyone, ever. Our fee is the whole of our revenue from your engagement, and it does not move based on what we recommend.

Findings trace back to a document

Every number in the report has a source: a contract clause, an invoice line, a usage export. The appendix is there so your CFO can check us, and we would rather they did.

We tell you when the answer is no

Sometimes the spend is right, the process is fine, and the AI project is not worth doing. Saying so is part of the job. It is also the reason the rest of the report is worth reading.

Your team is not the problem

Most waste is the residue of reasonable decisions made under pressure. We work with the people who made them, not around them — which is also why the plan survives after we leave.

Commercials

How we price it.

Consulting billed by the hour rewards slowness. We do not work that way.

Fixed fee for defined work

Diligence and assessment engagements are quoted as a fixed fee against a written scope. If the scope changes, we requote before doing the work — not after.

Retainer for ongoing roles

Fractional CIO and execution support are billed as a set number of days per month, agreed quarterly. You can scale it down as your team takes more of it on.

No success fees on savings

We do not take a percentage of what we find. That model creates pressure to inflate findings, and it makes the report harder for you to trust.

The first conversation is free

A call to work out whether there is anything worth looking at costs nothing and does not commit you to a proposal.