Resources
Role-Based Guides
Purpose: Provide tailored guidance for different stakeholder groups and embed Hub usage into a monthly cadence.
IT / SAM Administrator Guide
Primary goals: data accuracy, safe execution, exception handling.
Most relevant pages:
- Dashboard (drivers)
- Optimized BOM (SKU impact)
- Recommendations / Raw data (evidence and action lists)
- Service-specific modules (Security, Power BI, Devices, Connected apps)
Key questions to ask:
- “Which SKUs have the biggest prepaid vs consumed gap?”
- “Which accounts are flagged as service accounts (admin/test) and how do we treat them?”
- “Which recommendations can be executed safely this month?”
- “What exception rules do we apply?”
Monthly operating rhythm:
- Run hygiene actions (inactive/unassigned cleanup).
- Pilot downgrades where appropriate (with business validation).
- Track outcomes and document exceptions.
Vendor / Contract Manager Guide
Primary goals: defensible baseline, timing, leverage, and alignment to true-up/renewal.
Most relevant pages:
- Dashboard (savings narrative)
- Optimized BOM (baseline proposal)
- Cost over time (trend evidence)
- Exports (negotiation pack)
Key questions to ask:
- “Which optimizations are operational now vs commercially timed?”
- “What is our validated baseline for the next true-up/renewal?”
- “What evidence supports reductions or SKU mix changes?”
- “How do we align optimization with contract constraints (EA/CSP/NCE)?”
Operating rhythm:
- Monthly: review topline savings and ensure hygiene actions are happening.
- 2 months before true-up: compile negotiation pack and align stakeholders.
- 6–12 months before renewal: baseline and scenario planning.
Finance / Executive Stakeholder Guide
Primary goals: savings, governance, compliance readiness, predictability.
Most relevant pages:
- Dashboard (prepaid vs optimized)
- Cost over time (trend)
- Executive exports / summary tables
Key questions to ask:
- “What is the annual savings opportunity and what assumptions drive it?”
- “What is our governance model to keep savings sustainable?”
- “What are the top 3 waste drivers, and what is the plan to address them?”
- “Are we prepared for true-up/renewal and compliance checks?”
Operating rhythm:
- Monthly: quick KPI review.
- Quarterly: review realized savings vs target; approve next optimization wave.
- Pre renewal/true-up: approve negotiation posture and baseline plan.
