Your team uses 14 SaaS tools. Nobody can name what each one costs.
CFO can't explain the SaaS bill. COO can't say which tool owns the customer record. CEO bought three AI tools last quarter, none shipped. I audit the whole stack — tools, workflows, data ownership, AI surface — and write the 90-day plan that consolidates, retires, and AI-enables the parts that move revenue. Built for ops teams from a desk in Canggu.
What we deliver
An operating blueprint, not a slide deck
Stack and cost audit
Every SaaS tool, monthly cost, seat count, last-login data, owner. A written kill / merge / keep list with refund or annual-saving estimates.
Process map by function
One page per business function (sales, ops, finance, marketing): the as-is process, the bottlenecks, the swivel-chair moments, the data ownership gaps. Drawn, not deck-bulleted.
AI surface area assessment
Which tasks are realistic for AI today (classification, drafting, retrieval). Which are 18-24 months out (judgement-heavy, regulated). Which to never automate (cultural, relational).
90-day execution plan
Three sprints, each with a clear deliverable, owner, success metric, and rollback path. Not "transform the business" — "ship this thing by this date".
Vendor + hiring recommendation
Which work to do internally, which to outsource, which to hire for. Named alternatives for each SaaS tool with annual savings. Honest list — including when to fire your current agency.
Implementation handoff (optional)
If you want, we ship the plan ourselves through our automation, development, and content services. If not, the plan is portable — any agency or in-house team can execute.
Process
Audit, plan, implement (if you want)
Discover
4 interview sessions with CEO, COO, CFO, head of ops. Tool access (read-only). Two weeks of inbox shadowing. Process observation.
Week 1—2Design
Draft the audit, share with leadership, iterate on the plan. Pressure-test the kill list against political reality. Lock the 90-day sprint plan.
Week 3Ship
Final deliverable: 30-page audit + 90-day plan + AI surface map + vendor list. Leadership presentation. Q&A session with the team.
Week 4Hand-off
Plan is yours. We either step back, or roll into implementation as a separate engagement at our automation / development rates.
End of week 4How we work
Tools we use during the audit
Proof
Real engagements
Investment
Audit-first, never retainer-first
Questions
Common questions
Why work with a small agency over a Big-4 consultancy?
What if our leadership disagrees with the audit?
Will you tell us to fire people?
Can you guarantee a specific ROI?
Who reads the final report inside our company?
Stop guessing which tools are pulling weight.
30-minute discovery call. If we're a fit, the audit kicks off the same week.