// Engagement Portfolio

Fixed-Fee. Time-Bounded.
Evidence-Driven.

Every Operational ITAM engagement has a defined scope, a deliverable set, and a fixed price. No scope creep, no open-ended retainers without milestones, no black-box analysis.

Choose Your Starting Point

Five Ways to Engage

Not sure which service fits? Describe your situation on the contact form and we will recommend the right starting point on our first call.

AI ITAM QuickScan
2 Weeks
Rapid proof-of-value assessment. Fastest path to identifying your highest-probability waste signals and building a business case for further investment.
$1,500 – $3,500
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SaaS Waste Assessment
30 Days Most Popular
Full usage-to-entitlement analysis. Delivers a validated savings register, renewal risk calendar, and consolidation roadmap — timed for your renewal window.
$5,000 – $12,500
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ITAM Maturity Assessment
2–4 Weeks
Structured current-state review with 5-level maturity scoring, data quality assessment, lifecycle gap analysis, and a prioritized 90-day improvement roadmap.
$7,500 – $20,000
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Copilot / AI Governance Readiness
30–60 Days
Data exposure remediation, permissions hygiene, AI acceptable-use policy, prompt library, and NIST AI RMF-aligned governance — before you deploy at scale.
$5,000 – $18,000
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Fractional ITAM Advisor
Monthly Retainer
Ongoing ITAM leadership without a full-time hire. Monthly scorecards, renewal governance, vendor negotiation support, and executive reporting — at the tier that fits your needs.
$1,500 – $12,000/mo
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How It Works

From First Call to Actionable Findings

Every engagement follows the same structured path — no surprises, no scope drift.

01
Executive Briefing
45–60 min call. No charge. Identify priorities, scope fit, and the right starting point.
02
Data Request & NDA
Focused data request list. NDA available before any sensitive data is shared.
03
Rapid Diagnostic
AI-assisted analysis identifies highest-probability waste signals and maturity gaps.
04
Findings Review
Leadership receives a concise pack: risk ranking, opportunity estimates, decision options.
05
Optimization
Deeper analysis, owner validation, negotiation prep, governance design, and execution support.
Not Sure Where to Start?

The Briefing Makes It Clear.

45 minutes is enough to identify your highest-value starting point. No prep required on your end.

Schedule a Free Briefing Download the Executive Brief