Our process

A structured process. Not opinions.

We don't show up with slide decks and gut feelings. We bring a repeatable methodology, proprietary software, and market intelligence on 12,000+ vendors. Here's exactly how we work.

Review Deliverables

What you get in 30 days

3 Assets
๐Ÿ“‹

Decision Horizon

12โ€“18 month view

โœ“
๐Ÿ“Š

Executive Briefs

1โ€“2 decision briefs

โœ“
๐Ÿ’ฐ

Software Access

Decision workspace

โœ“

Consulting + software. Your context + our intelligence.

Most software decisions happen by accident โ€” renewals arrive too late, overlaps calcify unnoticed, context leaves with people.

We combine structured consulting with proprietary software and market intelligence. The result: decisions prepared while leverage is still open, not discovered when it's too late.

The process is fixed and repeatable. The intelligence compounds with every engagement.

Duration30 Days
Your Time8โ€“10 Hours
System AccessRead-Only
OutcomeDecision-ready briefs

How the 30 days work

Consulting + software. Your context + our vendor intelligence. A fixed process that scales.

01Week 1

We build your software inventory.

What we do

  • Collect software, contracts, and renewals from available sources
  • Build a best-effort inventory โ€” what we can confirm, not assume
  • Map renewal timelines with decision windows

What you provide

  • One sponsor (Finance, IT, or Ops)
  • SSO access or export
  • Finance/AP export (CSV)
  • Contract folder (if available)

Output

  • โœ“ Software inventory in Evale (best-effort, continuously improved)
  • โœ“ Renewal calendar showing when leverage opens and closes
02Week 2

We apply vendor intelligence.

What we do

  • Enrich your inventory with market data on 12,000+ software vendors
  • Apply the Five Lenses: Economic Exposure, Strategic Fit, Entanglement, Stack Collision, Risk Profile
  • Combine your company context with our vendor intelligence
  • Shortlist 3โ€“5 decisions that need attention now

What you provide

  • Occasional clarifications on teams and owners
  • One 30-min sparring session to prioritize decisions

Output

  • โœ“ Enriched inventory with vendor intelligence
  • โœ“ Decision shortlist with context and risk posture
03Week 3โ€“4

You walk out decision-ready.

What we do

  • Produce 1โ€“2 executive briefs for your highest-stakes decisions
  • Each brief: situation, Five Lenses analysis, recommendations, negotiation levers
  • Prepare the 60โ€“90 min leadership review session
  • Set up ongoing software access

Output

  • โœ“ Executive briefs (PDF) with recommendations
  • โœ“ Review session recording and summary
  • โœ“ Software access to the decision workspace

This fixed structure is why the Decision Review delivers decision readiness in 30 days.

Our methodology

The Five Lenses

Every software decision gets analyzed through five dimensions. This is how we surface what matters โ€” and what's hiding.

Economic Exposure

What does this cost you โ€” and what could it cost? We look at contract terms, renewal risk, and negotiation leverage.

Strategic Fit

Does this tool serve your direction โ€” or a direction you've moved past? We assess alignment with where you're going.

Entanglement

How deeply is this woven into your operations? We map dependencies that make switching costly โ€” or simple.

Stack Collision

Where does this overlap with other tools? We identify redundancy, conflict, and consolidation opportunity.

Risk Profile

What's the vendor's trajectory? We assess financial stability, market position, and continuity risk.
Executive BriefCRM Platform Renewal
Sample

Situation

Contract renewal in 45 days. Current spend: โ‚ฌ84k/year. 3-year lock-in requested by vendor.

Five Lenses Analysis

Economic ExposureHigh
Strategic FitMedium
EntanglementHigh

Recommendation

Negotiate 1-year extension at current rate. Parallel evaluation of 2 alternatives.

Sample output

See what a brief looks like

Every executive brief follows the same structure: situation framing, Five Lenses analysis, clear recommendation, and negotiation levers.

No fluff. No 80-page decks. Just what you need to make the decision and execute it.

  • Situation: What's happening and why it matters now
  • Analysis: Five Lenses assessment with evidence
  • Options: 2โ€“3 paths forward with trade-offs
  • Recommendation: What we'd do and why
  • Negotiation levers: Specific tactics for vendor conversations
Our foundation

What we bring

We don't show up with opinions. We bring infrastructure โ€” a platform with market data on 12,000+ vendors, structured decision templates, and a workspace that stays with you long after the engagement ends.

Proprietary software

Evale Studio is our own platform โ€” not a slide deck. A workspace for your software decisions that stays with you.

12,000+ vendors

Market intelligence we maintain continuously. Not research from scratch every time you need to make a decision.

Structured methodology

A repeatable process with documented outputs. The result doesn't depend on who happens to be available.

Compounding knowledge

Every decision documented. Every context preserved. Your institutional memory for software decisions โ€” built to outlast any individual.

What we need from you

Less than you think. We've done this with teams who had 'no documentation' and 'everything in someone's head.'

Data & Access (Read-Only)

Identity: SSO logs (e.g. Okta, Azure AD)Finance: Invoice exports & AP dataContracts: Metadata & PDFsWe never access customer content, message bodies, or production databases.

Team Requirements

1. One Sponsor (Finance, IT, or Ops lead)2. Kickoff Call (45 min)3. Review Call (60 min)4. Brief Surveys (5-10 min per person)No full-day workshops ยท No roadshows ยท No all-hands meetings

What you walk away with

Not a report that sits in a folder. Decision-ready assets โ€” and ongoing access to where they live.

  • A decision horizon โ€” which renewals, overlaps, and risks are forming over the next 12โ€“18 months
  • 1โ€“2 executive briefs โ€” full decision framing for your highest-stakes situations
  • Clear recommendations โ€” timing, posture, and approach for each decision
  • A 60โ€“90 min review session โ€” walking through what's forming with leadership
  • Ongoing software access โ€” your decisions, inventory, and briefs in one place
Stack Map
โ‚ฌ124k
Potential Savings
Savings Report
Executive Summary
Renewal Brief
Action
Consolidate CRM
Action
Renew AWS (3yr)

Ready to see it in action?

A 20-minute call to walk through your situation and see if the Decision Review fits. No pitch โ€” just an honest conversation.

We'll tell you honestly if it's a fit โ€” or not.

What happens after 30 days?

You keep everything โ€” the decision horizon, the briefs, the software access.

Some teams execute internally. Others continue with Quarterly Decision Coverage to keep the horizon current: quarterly reviews, rolling briefs, and preparation for decisions as they emerge.

No obligation. The Review stands on its own.

Common questions

How much time does this take from our team?

8โ€“10 hours total, spread across a few short interviews and two calls. We do the heavy lifting. Most work is asynchronous.

Do you need admin access?

No. Read-only access or simple exports (CSV, PDF) are enough. We never touch production data or customer content.

What if we already have a tool inventory?

We validate it against actual usage and renewals โ€” and fill the gaps. Most inventories are outdated the moment they're created. We turn yours into something you can actually use.

Most teams have. There's a spreadsheet somewhere. The problem isn't starting โ€” it's finishing. And validating. And keeping it current. We've done this 50+ times. We know where the gaps hide.

Most teams have. There's a spreadsheet somewhere. The problem isn't starting - it's finishing. And validating. And keeping it current. We've done this, and we have tool to speed this up. We know where the gaps hide.

Can you work with distributed or international teams?

Yes. Local tools and distributed teams are included in the scope.

What happens after the 30 days?

You keep everything โ€” the decision horizon, executive briefs, and software access. You can execute internally or continue with Quarterly Decision Coverage for ongoing preparation. No obligation either way.