Renewals, vendor controls, contracts, and invoice leakage - operational excellence guides.
Never miss a contract renewal deadline again - templates and workflows for tracking renewals.
How to organize vendor contracts for visibility, compliance, and renewal tracking.
Find and stop invoice leakage - templates for catching overcharges, duplicates, and unauthorized changes.
Run effective quarterly business reviews with vendors - scorecards, templates, and meeting agendas.
Prevent compliance gaps by tying vendor compliance to payment and renewal decisions.
Make service quality enforceable with clear standards, measurement, and consequences (not legal advice).
Standardize vendor asks without vendor revolt: minimum requirements, escalation, and reusable templates.
Turn invoice surprises into a repeatable system: detect → classify → fix permanently.
A practical clause menu to support data readiness, invoicing controls, and verification (not legal advice).
Reduce demand charges by controlling peaks, smoothing loads, and shifting flexible usage (beginner-friendly, not engineering advice).
Move from measuring waste to changing it: reduce contamination, improve diversion, and create repeatable building operations.
Reduce utility costs by ensuring each account is on the right rate plan and you're not paying avoidable charges.
A beginner-safe kit to control telecom spend with an inventory, ownership, disconnect workflows, invoice QA, and renewal discipline.
A step-by-step playbook to find, dispute, and recover telecom billing leakage—orphans, rate drift, install fees, taxes, and credits—with proof.
A ready-to-run telecom RFP pack with pricing tables, requirements, SLAs, contract terms checklist, and a scorecard for defensible vendor selection.
Control agency spend with clear SOWs, deliverable acceptance, retainer utilization tracking, pass-through rules, invoice standards, and governance.
Stop marketing scope creep by enforcing deliverables, retainer utilization, pass-through approvals, and invoice-to-acceptance matching.
A ready-to-run agency RFP kit with briefs, pricing templates, evaluation scorecards, and SOW scaffolding to make bids comparable and enforceable.
Control IT hardware and MSP spend with asset inventory ownership, lifecycle workflows, contract visibility, invoice QA, and renewal controls.
Run the reclaim sprint: flag → recover/retire → adjust billing counts → prevent recurrence.
Force comparable bids for MSP/helpdesk with SLAs, pricing templates, and transition evaluation.
Control payment processing costs by inventorying merchant accounts, decomposing statements, spotting fee leakage, and governing renewals and disputes.
Stop merchant fee leakage with a practical operating sprint: statement decomposition → anomaly triage → vendor actions → savings proof.
Force comparable bids for payment processing with required volume inputs, a mandatory pricing template, a scorecard, and a contract terms checklist.
Control insurance spend with a policy inventory, renewal calendar, exposure data checklist, broker governance, claims tracking, and premium audit readiness.
A practical playbook to reduce insurance leakage—premium audits, endorsements, broker fees, misclassified exposure data, and renewal surprises—with templates.
A renewal/RFP kit for brokers and carriers with data-room checklists, quote templates, evaluation scorecards, and negotiation levers to reduce renewal surprises.
Control 3PL and warehouse spend with clear units, rate cards, accessorial definitions, invoice-to-operations matching, disputes, and vendor governance.
Stop accessorial leakage by defining triggers, matching invoices to operational truth, disputing unsupported fees, and sustaining controls monthly.
A ready-to-run 3PL RFP kit with volume profiles, mandatory pricing templates, SLA requirements, integration needs, and evaluation scorecards.
Build a single source of truth for SaaS vendors, owners, renewal dates, seat counts, billing sources, and contract terms.
Run a seat reclaim sprint to remove inactive seats, right-size tiers, and lock in recurring savings.
Build a renewal fact pack and 120-day timeline to avoid auto-renew traps, cap true-ups, and restore leverage.
Install a beginner-safe intake and approval system for SaaS purchases to prevent sprawl, stop duplicate tools, enforce ownership, and keep renewals and invoices under control.
Install a beginner-safe showback or chargeback model for SaaS to increase accountability, reduce sprawl, and make seat and renewal decisions easier to enforce.
Accept professional services SOWs safely with intake, acceptance criteria, invoice requirements, and change control so scope stays enforceable.
Control time and materials services spend with weekly burn reviews, rate card enforcement, timesheet evidence rules, and escalation thresholds.
Prevent pass-through expense leakage with pre-approval rules, receipt requirements, markup controls, and invoice line standards.
Build a beginner-safe cloud tagging and cost ownership system: minimum tag standards, enforcement rules, exceptions, and a weekly governance cadence that makes cloud spend measurable and controllable.
Reduce cloud run-rate using commitment discounts and rightsizing: decision rules, coverage targets, risk guardrails, and a quarterly governance cadence that keeps savings real.
Install a repeatable cloud waste cleanup motion: idle resources, orphaned storage, forgotten snapshots, and unused IPs. Includes a weekly sweep cadence, owner assignments, and evidence tracking.
Run benefits renewals with leverage: timeline, data checklist, negotiation plan, and governance cadence that prevents last-minute decisions and recurring cost drift.
Prevent benefits eligibility leakage with plain-language rules, documentation workflows, and a repeatable audit cadence that reduces recurring cost.
Audit benefits vendor fees across brokers, admins, PBMs, stop-loss, COBRA, and wellness to make fees visible, comparable, and negotiable.
Make service vendor quality and scope enforceable with a beginner-safe SLA menu, scope boundaries, and governance cadence.
Prevent surprise service vendor spend with not-to-exceed thresholds, emergency definitions, quote rules, and change control triggers.
Make service vendor invoices auditable with a minimum line-item standard, required references, markup rules, and a rejection workflow.
Create enforceable travel policy and approval rules with booking channel standards, class-of-travel guardrails, and a simple exception workflow.
Reduce travel and expense leakage with enforceable card controls, receipt standards, audit checklists, and rejection workflows.
Recover unused tickets and credits with a monthly sweep cadence, clear ownership, redemption rules, and recovery reporting.
Create an enforceable payment approval matrix with thresholds, segregation of duties, emergency rules, and required evidence so approvals happen before money leaves the building.
Prevent payment fraud with a bank change verification workflow, independent verification scripts, evidence rules, and escalation paths.
Prevent and recover duplicate payments with matching rules, exception reviews, recovery outreach scripts, and evidence tracking.
Move repeat MRO purchases into a controlled catalog and guided buying flow with vendor pricing templates and governance cadence.
Prevent emergency procurement from becoming the default with clear definitions, not-to-exceed thresholds, and a weekly exception review cadence.
Reduce parts and materials overpayment with SKU normalization, price list governance, markup visibility, and variance reviews.
Create a billing controls operating system: invoice standards, usage reconciliation, dispute reduction workflows, and evidence rules that prevent underbilling and speed cash collection.
Reduce revenue leakage by auditing contract terms versus billing and usage with entitlement extraction, sampling, evidence packs, and remediation workflows.
Prevent free work and scope creep with change order triggers, approval thresholds, and a cadence that keeps scope changes billable.
Build a beginner-safe cloud spend visibility system with ownership, tagging, allocation rules, and weekly exceptions review.
Set standard credit limits, payment terms, and exception approvals so AR stops negotiating ad hoc.
Set commitment coverage guardrails, avoid lock-in risk, and manage discounts with a repeatable monthly cadence.
Standardize dispute intake and evidence capture so credits are recovered instead of lost in email chains.
Run a repeatable reclaim sprint to eliminate idle resources, right-size usage, and validate savings by invoice trend.
Classify and eliminate recurring short pays with a clean root cause log and prevention actions.
Install a clear collections cadence and escalation ladder so cash acceleration is predictable.
Install billing rules that prevent non-compliant charges, reduce invoice rework, and make outside counsel spend reviewable.
Standardize rates, discounts, and annual rate increases so legal spend stops being negotiated ad hoc.
Create a beginner-safe matter intake workflow with scope definition, budgets, approvals, and change control.
Install a repeatable invoice review workflow that flags non-compliant charges, requests revisions, and tracks recovered value.
Install intake rules, approvals, and engagement standards so contingent labor starts with scope, budget, and ownership.
Standardize role rates, markups, overtime rules, and exception approvals so labor cost does not drift.
Install a weekly time approval workflow with audit rules that prevent overtime abuse, idle time, and duplicate billing.
Prevent paying for inactive workers by enforcing offboarding triggers, badge and equipment return, and system access removal.
Turn janitorial into a measurable service with zone scope, frequency, unit rates, and invoice validation rules.
Stop silent hour creep by enforcing post orders, shift schedules, overtime approvals, and invoice-to-schedule reconciliation.
Control seasonal add-ons and per-event charges with a scope calendar, weather triggers, approvals, and invoice checks.
Reduce callout and after-hours fees by documenting entitlements, approval rules, and invoice audit checks.
Reduce fuel fraud and out-of-policy spend with merchant rules, driver assignment, odometer capture, and a weekly exception workflow.
Cut fuel burn and breakdown risk with simple idling rules, telematics thresholds, coaching, and an enforcement cadence.
Prevent maintenance overbilling with labor rate rules, parts markup caps, pre-approvals, and an invoice audit checklist.
Reduce miles and cost per delivery with route rules, load consolidation, exception logging, and weekly KPIs.
Classify critical assets and set spares stocking rules so you reduce inventory without increasing downtime risk.
Reduce SKU sprawl and spot buys by standardizing parts, approving substitutes, and enforcing buying channels.
Recover credits and prevent out-of-policy charges by enforcing warranty, service entitlements, and approval gates.
Make repair versus replace decisions with a consistent total cost method, risk flags, and approval thresholds.
Identify consolidation opportunities without breaking service quality: supplier map, fragmentation signals, and a shortlist of categories to re-bid.
Benchmark unit rates, run a clean RFP, and compare bids with apples-to-apples assumptions and evaluation rules.
Prevent savings from dying in transition: award decision rules, cutover plan, service guardrails, and risk controls.
Make negotiated rates real: rate card governance, invoice checks, exceptions handling, and continuous compliance reporting.
Get clean loss runs on a predictable cadence: request templates, standard schema, QA checks, and a monthly refresh workflow.
Standardize claims intake, triage, and reserve changes so claim cost and cycle time stop drifting.
Recover money that should not be yours to pay: subrogation identification, evidence capture, pursuit workflow, and reconciliation.
Manage broker and TPA performance like a vendor: KPIs, QBR agenda, escalation, and renewal leverage.
Standardize facilities vendor scopes, unit rates, markups, and service levels so quotes are comparable and invoices are enforceable.
Install intake, approvals, not-to-exceed rules, and change order governance so reactive work does not become runaway spend.
Make service quality measurable: inspection checklists, acceptance rules, deficiency logs, and invoice holds tied to proof of work.
Run renewals as leverage events: performance evidence, market checks, rebid packs, transition plans, and price protection.
Understanding auto-renewal clauses in vendor contracts - what to look for and how to negotiate.
How price escalation clauses work in real estate contracts and how to benchmark them.
Understand true up and overage clauses, spot the red flags, and use a negotiation checklist to cap exposure before renewals.
v1.0 (2026-01): Latest release