CASt|Cloud Automation Strategy
TheOperating Modelbehind technology spend
A working platform plus the team to install it. Vendor, contract, and architecture decisions governed on one cadence. Finance-validated baselines, renewal control, and audit-ready savings, yours to run.
Active engagements
14
+3 QTD
Realized savings
$11.8M
Finance-validated
Renewal cliff (90d)
$4.2M
Under governance
Run rate vs Adjusted Baseline
12-month projectionGlidepath
Material reduction by Year 1
Sample data. Your engagement populates with your own.
Vendor-neutral
No commissions, kickbacks, or referral fees
Finance-validated
Baselines, billing proof, sign-off
Architecture-led
Decisions across the IT estate
Embedded execution
Stood up alongside your team
The CASt Platform
A working platform, not a deliverable that ages on a shelf.
Pre-built industry verticals, multi-entity support, GL-validated baselines, contract governance, architecture overlap scoring, savings pipelines, and compliance frameworks. We stand it up alongside your team and hand it off as your operating model.
Multi-entity spend reconciliation
GL-validated spend rolled up across acquirer + targets with vendor name normalization and contract matching.
Renewal cliff visualization
Quarterly renewal pipeline with auto-renew flags, notice windows, and BAA / coverage gaps surfaced.
Architecture overlap scoring
Function-by-function platform analysis (competing, overlapping, or unique) with migration complexity ratings.
Net Y1 savings model
Every consolidation opportunity sized with gross savings, migration cost, and operational impact.
Compliance frameworks
Vertical-specific regulatory lens (HIPAA, GLBA, CMMC, ITAR, GDPR, PCI-DSS) baked into the data model.
Long-tail vendor visibility
Cumulative concentration curves surface the 100-300 vendor tail where hidden risk lives.
Who We Serve
Two playbooks. Same operating shell.
Whether you're sponsoring a PE portfolio or running an enterprise vendor function, the platform and methodology are the same. The framing changes.
Vertical Coverage
Industry verticals are all different.
Each one ships with the right regulatory lens, industry-specific entity fields, and pre-modeled deal patterns. Financial Services is the lead reference vertical.
How It Works
From data ingest to ongoing governance.
Four phases that move the vendor conversation off slides and onto a working operating cadence.
Ingest
GL exports, contract documents, vendor records from acquirer and each target.
Reconcile
Vendor name normalization, GL-to-contract matching, intercompany exclusion.
Analyze
Consolidation candidates, renewal exposure, compliance gaps, savings sized with net economics.
Govern
Ongoing renewal calendar, spend gates, vendor rationalization roadmap.
Why CASt
Three principles every engagement holds.
Vendor-neutral by design
No vendor commissions, kickbacks, referral fees, or revenue shares. CASt is compensated by clients only. Every recommendation is conflict-free.
Execution-first operating model
We embed with Finance and IT to run renewals, negotiations, baselines, and governance, not leave a deck and walk out.
Audit-ready measurement
Savings tied to baselines, billing proof, and client sign-off. CFOs and operating teams can defend every number in the ledger.
Proof
Outcomes you can defend in a budget meeting.
What an engagement looks like in practice, measured against your own baseline, not industry averages.
Material savings
Realized and forward
Vendor consolidation, contract renegotiation, and cloud rightsizing, sized against your baseline.
Finance-validated
Every savings claim
Tied to baselines, billing proof, and Finance sign-off. No story-only numbers.
Early governance
Operating before quarter-end
Inventory, renewal calendar, baseline, and exception handling under control from day one.
Next step
Walk your renewal calendar with CASt.
We start with the renewals already in your current cycle and build the baseline together. Pick a vertical that matches your context and we'll walk a representative deal end to end.