This is the overall mandate or goal set by the organization.
What is an objective?
“We don’t know what SaaS tools are in use across departments, and shadow IT keeps popping up.”
Who is IT?
“We’re heading into renewal with no idea if we’re paying a fair rate for our current licenses.”
What is App Price Negotiation?
This client achieved $60M in cost savings and avoidance.
Who is Adobe?
This tactic comes before several other tactics to drive focus.
What is Prioritized Apps?
This outcome focuses on gaining a clear understanding of all SaaS applications within an organization. It involves creating a comprehensive record of what software is being used, by whom, and for what purpose. Achieving this outcome provides the foundational knowledge needed for effective SaaS management and informed decision-making.
What is Inventory Visibility and Insights?
“We’re negotiating blind. We don't have leverage without usage or pricing insights.”
Who is Procurement?
“Our team bought five different project management tools last quarter—and no one even realized it.”
What is App Redundancy Identification?
This client saved $561,000 through contract negotiations led by Zylo.
Who is Talkdesk?
This tactic sits downstream of App Redundancy Identification and helps right-size usage, reduce overlap, and tee up vendor consolidation.
What is Application Rationalization?
This outcome aims to prevent wasteful spending on SaaS subscriptions so that organizations can make the most of their existing SaaS investments and prevent future financial losses.
What is Avoidance of Unnecessary Costs?
“We need to right-size our licenses, but it’s hard to get accurate usage data before renewal.”
Who is SAM?
“This vendor keeps pushing us to increase licenses—but we don’t know if anyone is even using them.”
What is License Optimization?
This client lowered cost per user by up to 30% via renewal negotiations.
Who is Coupa?
You’d better uncover this before an audit—this tactic identifies compliance gaps by flagging improperly provisioned or risky access.
What is Risky License Identification?
This outcome centers on achieving tangible reductions in SaaS expenditures and results in measurable financial benefits that positively impact the budget.
What is Realized, Hard Cost Savings?
“App redundancy is killing our ability to drive strategic vendor consolidation.”
Who is Procurement?
“We just discovered five apps that handle personal data but weren’t approved by IT or Legal.”
What is Shadow IT Remediation?
This client reduced license costs by 12%+ for widely deployed SaaS applications.
Who is Genesys?
To build a trusted SaaS system of record, this tactic often comes first—it exposes unapproved, unknown, or unmanaged tools.
What is Shadow IT Identification?
This outcome ensures that all SaaS operations adhere to necessary security and regulatory standards. It involves ongoing monitoring, regular reviews, and addressing potential risks promptly.
What is Continuously Maintained Record of Compliance?
“I need to track software spend by business unit, but it’s a black box right now.”
Who is FinOps?
“Our finance team is frustrated—they can’t see who’s actually using what, so all SaaS spend just gets dumped into a single budget line.”
What is Cost Allocation?
This customer avoided $1.4M in unnecessary costs by reclaiming 2,800 unused licenses via automation. HINT: You heard this story at ZKO.
Who is ModMed?
This tactic is foundational to Zylo’s long-term stickiness—it centralizes and continuously updates app data, enabling all downstream insights and decisions.
What is SaaS System of Record?