A two-week,
fixed-fee answer to:
should we replace this?
Most SaaS-replacement decisions stall because nobody has the time to scope the answer properly. The audit is that scope work, fixed-fee, with a deliverable artifact at the end. If the audit concludes you should renew, we say so — and you walk away with a useful map of your stack either way.
What you walk away with — even if you don't proceed.
The audit is a real artifact, not a sales pitch wrapped in a meeting. Five sections, one PDF, one readout call.
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SaaS spend map
Every line item on every contract — license fees, customization tax, integration tax, implementation-partner retainers — broken out by module. We show you what you're paying for vs what you actually use.
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Workflow inventory
Sit-with-the-ops-team interviews. We map every workflow that runs through the SaaS — quoting, inventory, vendor PO routing, accounting handoffs, reporting — and grade them on replacement difficulty + impact.
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Replicate-vs-stay verdict
Per module: replicate now, replicate later, or stay on the SaaS. We tell you when the math doesn't work — and yes, sometimes the answer is "renew the contract."
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Scoped replacement plan
For replaceable modules: target architecture, technology stack, build phases, parallel-run plan, cutover strategy, and a fixed-bid quote with confidence range. Not a "let's find out together" estimate.
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Risk + continuity review
Data migration risk, audit-trail preservation, accountant sign-off path, vendor-of-record obligations, code escrow recommendation, and the 5 ways the project could fail (with mitigation for each).
Two weeks, day-by-day.
Compressed where it can be, paced where it can't. We don't run audits longer than 14 calendar days — discipline is the deliverable.
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Kick-off
Mutual NDA executed. Audit fee invoiced. Calendar locked. Principal + engineer assigned to your audit.
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Read-in
Provisioned access to your SaaS (read-only or admin), contract documentation, recent invoices, and architecture diagrams.
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Workflow interviews
Three to five 60-minute calls with module owners. Recorded with consent. Workflow diagrams produced live; reviewed back the next day.
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Cost + replacement modeling
We model the replacement build, identify hot spots, validate assumptions on how much AI-assisted dev can compress the timeline, and price each phase.
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Deliverable + readout
PDF + Notion handoff with everything above. 90-minute readout call with your team. Q&A in writing for 30 days after.
When the audit is the right move.
- You're paying $50k+/year on a single SaaS that no longer fits your workflow
- NetSuite, Acumatica, SAP B1, Microsoft Dynamics — feeling the implementation-partner tax
- WordPress site running 20+ plugins with monthly emergency patches
- Tableau / Looker / PowerBI seats where most users only check 2 dashboards
- You've had at least one "let's build this ourselves" conversation internally that stalled
- Your CFO is asking the renewal team for a three-year cost projection
- The SaaS contract just renewed and you're locked in for 18+ months
- You don't have anyone internally who would maintain the result
- You're looking for someone to "just build something" without strategy work
- The annual SaaS spend is under $25k — math doesn't work
- You need a SOC 2-audited platform vendor (we're a senior consulting team, not a platform — see /trust)
15 minutes is enough to know if it's worth a longer call.
If you'd rather skip the form, grab a slot directly. We'll spend the first five minutes finding out whether we're the wrong people for your situation — that's the most useful thing we can do.