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Record

01Baseline

Establish what is true.

Built from the invoices and agreements you already have. Every line keeps its source, and what cannot be confirmed stays visible.

The Evidence Standard
Technology RecordSample data

Record established

Locations
48
Atlas
Providers
23
Atlas
Assets
1,284
Atlas

Open

Services with no contract on file
3 services
Wimbl
Expected, not accounted for
4 locations
Wimbl
Intelligence

02Benchmark

Test the position.

Compare locations, requirements and available evidence before deciding what should change.

Benchmark in full
Technology RecordSample data

48 locations · 23 providers · 1,284 assets

Added

Connectivity at 3 sites costs at least 1.5× the site median
Platform
Billing at a closed site
1 location
Wimbl
Outside market evidence, sourced and dated
Connectivity only
Nadia

03Decide

Intelligence informs it. People decide it.

No AI worker crosses this line.

How a recommendation is reached
Your Technology Advisor
Builds the recommendation and answers for it.
You
Make the decision that authorizes the work, recorded against the person who made it.
Decision · AwardSample data

Connectivity, all 48 locations

Recommended
Provider B
Alternatives
Incumbent, renegotiated · Provider C
Reasoning
Attached
Approved by
Client operations lead
Action

04Execute

Carry the decision through.

Sourcing when needed. Agreements checked against what was selected. Implementation sequenced around contract exits, transition costs and provider delivery.

Execute in full

Your Technology Advisor leads the event and the negotiation; Vera coordinates the provider requests, and a person releases each one. Responses return as intelligence; the award crosses the line again.

TransitionSample dataProjected
Agreement vs. selection
2 differences raised before signature
  1. Both providers billingMonth 2 to 8
  2. Sites 1–16Live month 2 · exit month 4
  3. Sites 17–32Live month 4 · exit month 6
  4. Sites 33–48Live month 6 · exit month 8
Crossover
Month 9 spending less than before
Breakeven
Month 13 transition cost recovered
Control

05Govern

Keep it current.

Reconciled every hour as your sites change, with renewal dates checked daily. We oversee and advise. We don't run your technology.

Govern in full
Technology RecordSample data
Cybersecurity renewal
38 days
Porter

31 locations · $72K annual spend · date from the agreement

You choose

  • Accept automatic renewal
  • Negotiate with provider
  • Seek competitive quotes
  • Do not renew
  • Decide later
New choice → Decide
A location closed
Record updated, later charges flagged
Wimbl
New fact → Record
Real engagement

One engagement, Baseline through implementation planning.

  1. Baseline

    Record established from the documents the client already had.

  2. Benchmark

    Requirements built from the record.

  3. Execute · Sourcing

    Providers invited, responses normalized.

  4. Decide

    A provider selected on the evidence.

  5. Execute

    Agreement reconciled before signature; implementation sequenced around contract exits.

The same record carried every stage. Nothing was rebuilt to reach the next one.

Client identity anonymized.