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Playbooks
Playbook

Vendor Consolidation Playbook

Operations

6 min read

Pull the list

Export every recurring SaaS charge from bank + credit card + Ramp/Brex. Deduplicate.

Score each on three axes

  • Usage (active users / license, last 30 days)
  • Redundancy
  • Renewal leverage

Kill, consolidate, renegotiate

  • Kill: usage under 20%
  • Consolidate: overlaps with a tool you already pay for
  • Renegotiate: annual renewals in the next 90 days

Expected impact

Median across 30 audits: 22% reduction in monthly SaaS spend within 60 days.

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