A defined diagnostic first. Execution and ongoing advisory where the numbers hold.

What we need from you

• The relevant cloud agreement and commitment terms, including amendments
• Billing and consumption exports for the commitment period to date
• Your software renewal calendar and planned purchases
• Existing marketplace purchases, and any limits your agreement places on marketplace contribution
• A named contact each from finance, IT and procurement

The value

A documented, evidence-based decision. The Audit may show that marketplace purchasing can close all of the gap, part of it, or none of it economically. Each is a useful answer, because it tells you where to act and what to raise with your provider before the deadline. The Audit does not guarantee savings or the removal of all exposure.

How it works

1. Reconcile the position: committed amount, credited spend to date, run rate and forecast at the deadline.
2. Read the terms: how your agreement measures the commitment, what a shortfall would trigger, and any marketplace limits or exclusions.
3. Inventory planned purchases: software renewals and new purchases inside the window.
4. Test eligibility: each purchase against the provider's current rules and your agreement, including timing and remaining eligible capacity.
5. Compare economics: marketplace and direct purchase side by side, including price, terms, fees and other incremental costs.
6. Plan and read out: prioritized actions with owners and deadlines, presented to finance, IT and procurement.

The value

Procurement aligned to your deadline, fewer surprises at acceptance, and credit toward the commitment that is verified, not assumed. Price, contract terms and timing depend on each vendor and provider, and we report any difference from your direct terms before you decide.

Compensation and total cost

Before you accept any offer, you receive in writing how we are compensated on it and a comparison of your total cost through the marketplace and through a direct purchase. If the marketplace route would cost you more than the value it protects, we say so and recommend against it.

How it works

1. Validate: confirm the vendor sells through your provider's marketplace and that the product and transaction type can count under the provider's rules and your agreement.
2. Coordinate terms: work with the vendor on price and contract terms, and document any difference from your direct terms.
3. Structure the private offer and route it to your cloud account for acceptance.
4. Support acceptance: align with your procurement, legal and approval steps before the purchase deadline.
5. Verify: confirm the amount credited against your commitment and update your forecast.

Two kinds of work, scoped separately

• Commitment and renewal coordination: commitment forecasting, renewal planning, eligibility and capacity tracking, follow-through on agreed transactions, executive reporting, and preparation for your next commitment discussion.
• Transformation leadership: cloud migration, AI governance and operational scaling. Chuck provides executive leadership, planning and accountability. Technical implementation is performed by delivery specialists working under his direction, or by your own teams.

The value

Senior ownership without adding permanent headcount, and a commitment position your CFO can explain at any time.

How it works

1. Agree the outcomes for the quarter, each with a baseline and an owner.
2. Run a monthly cadence: forecast update, renewal and capacity review, open actions.
3. Lead or oversee delivery work where it is in scope, with specialists under our direction.
4. Report monthly to your leadership team against the agreed outcomes.