IT Financial Management & Technology ROI

Meridian Financial Services Group • FY2024 • $142.8M IT Budget (6.8% of Revenue)

IT Spend % Revenue
6.8%
-0.4% vs Target
Portfolio ROI Index
1.47x
+12% QoQ
Avg Cost/Transaction
$2.14
-$0.18 vs Q1
Vendor Concentration Risk
47.2
High Risk (>40)
47
Shadow IT Estimate
$8.2M
5.7% of Total
License Utilization
68%
$4.8M Waste
68

IT Spend Allocation — Run, Grow, Transform Waterfall

Initiative Portfolio ROI (Bubble = Budget Size)

Top 10 Vendor Spend Concentration

Cost Per IT Transaction by Domain (90-Day Trend)

Cloud Unit Cost Trend ($/Workload)

Technology Asset Depreciation Gap Analysis

Asset Category Book Value ($M) Market Value ($M) Gap ($M) Avg Age (Years) Refresh Priority
Servers & Storage $24.6 $18.2 -$6.4 4.2 Critical
Network Equipment $12.8 $10.1 -$2.7 3.8 High
End-User Devices $8.4 $7.6 -$0.8 2.6 Low
Database Licenses $18.2 $16.8 -$1.4 5.1 High
Security Appliances $6.2 $5.4 -$0.8 3.2 Medium
Backup Systems $4.8 $3.6 -$1.2 4.6 Critical
Telecom Equipment $3.4 $3.1 -$0.3 2.9 Low
Middleware Platforms $9.6 $8.2 -$1.4 4.8 High

IT-Enabled Revenue Attribution by Business Unit

Unplanned IT Spend Ratio (Monthly)

Shadow IT Discovery Heatmap (Dept × Category)

SaaS
Cloud
Dev Tools
Analytics
Collab
Sales
$1.8M
$0.6M
$0.4M
$0.2M
$0.5M
Marketing
$1.2M
$0.3M
$0.1M
$0.8M
$0.4M
Operations
$0.6M
$1.1M
$0.2M
$0.1M
$0.3M
Finance
$0.4M
$0.1M
$0.1M
$0.5M
$0.2M
Engineering
$0.2M
$1.4M
$2.2M
$0.3M
$0.1M
Legend: Red >$1MOrange $0.5-1MGreen <$0.3M