Skip to main content
Menu
Start a Technology BaselineLog in
Live Baseline

This is what a Technology Baseline looks like.

A sample estate, built the way we build a real one. Verified where we could verify. Marked unknown where we could not.

Start a Technology Baseline
The record

The estate, resolved into one record.

Locations, vendors, contracts, and assets in one place.

Sample data

94%of the estate verified
  • 48locations
  • 1,284assets
  • 23providers
$118.4Kmonthly technology spend
What we could not confirm

94% verified means 6% is not. Here is the 6%.

Sample data

6%unverified

  • 3

    services with no contract on file

    The services are active and invoiced, but no agreement is attached to confirm term, notice window, or committed rate.

  • 2

    locations with no circuit ID on record

    Invoices show network service at both sites, but the physical circuits cannot yet be tied to a carrier identifier.

  • 1

    provider with a rate mismatch

    The latest invoiced rate does not match the contracted rate, so the line stays open for review.

A baseline that hides what is unknown is not a baseline.

What the record found

Findings become next actions.

Each signal stays connected to the estate detail that made it visible.

Sample data

  1. 01

    Cybersecurity renewal

    31 locations, 486 endpoints, $72K annual spend

    38 days

    Next actionReview scope and renewal options before the notice window closes.

  2. 02

    Unsupported devices

    Asset records show devices outside current support coverage.

    6 locations

    Next actionConfirm replacement priority and assign an owner by location.

  3. 03

    Cloud usage change

    Usage increased on the latest invoice.

    +9%

    Next actionValidate the increase against expected demand and current commitments.

  4. 04

    Contract coverage gap

    Active services do not have a contract on file.

    3 services

    Next actionRecover the agreements or document the commercial terms before the next decision.

What happens next

The record is stage one of five.

Everything above answers one question. Four more follow it.

  1. BaselineWhat is actually true about our technology environment?
  2. BenchmarkHow does our position compare to the market?
  3. DecideWhat should we do, and can we defend it?
  4. ExecuteHow does this actually get done?
  5. GovernHow do we keep this from drifting again?

Why there is no benchmark on this page

The next stage would set this position beside market evidence and produce a Market Position Brief: the comparisons, the material variances, the sources behind each one, how fresh the evidence is, and the items needing an advisor to interpret them.

This estate is constructed, so it carries no market evidence, and we are not going to invent some to make the sample look complete. A page arguing that unevidenced figures are the problem is a poor place to publish unevidenced figures.What the Benchmark stage actually does.

Then a person reads it

Take the renewal above. Thirty-eight days is a fact. Whether to renew, renegotiate or take it to market is a judgment about this business, and it belongs to an advisor who has to defend it and a client who has to live with it.

And it keeps going

After the decision, the watching continues: dates, spend, obligations, and the gaps that reopen as the estate changes. Governance is what keeps this record true rather than accurate once.

How it got there

Workers build the record. A person makes the decision.

  1. Atlasreads the supplied invoices and contracts
  2. Wimblfinds missing relationships in the estate
  3. Porterwatches dates and notice windows
  4. Veraruns the approved sourcing event
  5. A persondecides and signs
Meet the workers
Start with the record

Bring two invoices and a contract. You leave with a verified record of what you have, what you are paying, what needs attention, and where to act first.

Start a Technology BaselineSee the workflow videos

Looking for platform pricing? See pricing.