IT & Technology Spend Optimization Dashboard

Helix Financial Services • Target: $9.2M reduction (14%) vs. prior year • Current savings: $6.1M (66% of target)

Tech Cost vs. Budget

−$380K

2.8% favorable

Cloud Waste Rate

14.7%

↑ 1.9% from target

RI/SP Coverage

68.2%

Target: 78%

SaaS Utilization

71.4%

Target: 85%

Apps Rationalized

17 / 23

74% complete

Cost per Employee

$17.3K

−8.1% YoY

Technology Cost Waterfall by Category vs. Prior Year

Cloud Spend & Waste Trend

RI/SP Coverage Rate

SaaS Rationalization Opportunities

SAM Compliance Index by Vendor

Vendor Consolidation Savings

Identity Management $287K

Monitoring & Observability $193K

Collaboration Tools $156K

Security Solutions $124K

Total Vendor Consolidation $760K

Application Rationalization Pipeline

Application	Status	Annual Cost	Utilization	Action	Est. Savings
Legacy CRM Platform	Migrated	$482K	22%	Migrate to Salesforce	$482K
Redundant Analytics Tool	Retired	$318K	14%	Consolidate to Tableau	$318K
Old Project Management	Retired	$127K	31%	Migrate to Jira	$127K
Legacy Helpdesk	In Progress	$284K	38%	Migrate to ServiceNow	$214K
Old Monitoring Solution	In Progress	$196K	42%	Migrate to Datadog	$118K
Duplicate Chat Platform	Planned	$89K	19%	Consolidate to Slack	$89K
Shadow BI Tool	Planned	$134K	26%	Decommission	$134K
Unused Marketing Auto	Planned	$241K	11%	Downsize to Basic Tier	$168K

Cloud Unit Cost Trend

Contract Renewal Savings

Q1 Renewals 18.2%

Q2 Renewals 22.4%

Q3 Renewals 14.7%

YTD Avg 19.1%

Savings Progress

Current Target

66%

Achieved $6.1M

Remaining $3.1M

Annual Target $9.2M

Critical Actions Required

Cloud Waste Rate 14.7% — Drifting Above Target

Automated policy enforcement needed. Waste increased 1.9% since Week 18 rightsizing campaign.

Oracle Audit Risk: 143% License Compliance Ratio

Estimated $340K true-up exposure. Internal SAM audit discovered over-deployment in production.

RI/SP Coverage 68.2% — 9.8% Below Target

Opportunity to lock in $1.2M annual savings. AWS EC2/RDS and Azure VMs under-reserved.

6 Applications Behind Rationalization Schedule

17 of 23 apps addressed. Remaining 6 apps represent $721K in annual cost.

Q4 Contract Renewals: $4.8M in Annual Spend

12 major contracts renewing. Target 20% savings through negotiation and right-sizing.