From first call to ongoing governance.

A 20-minute call to understand your software spending, cloud usage, and reporting overhead — and to confirm whether the Checkup is a good fit. We explain what we review, what you receive, and how long it takes. No technical discovery or data collection happens during this call.

Typically: access to recent software invoices or a spend summary, a list of cloud accounts and approximate usage, and a description of recurring reports your team produces. We guide you through data collection at the start of the Checkup — you do not need to organize everything in advance.

Yes. The findings and action plan are yours. There is no obligation to engage Data To Insight for implementation. Some clients take the findings internally; others engage us for specific items while handling others themselves.

It varies by scope. Cancelling unused subscriptions or right-sizing a cloud account can be done in days once approved. Automating a complex reporting workflow may take two to six weeks. Each project is scoped individually after the Checkup.

No. The service can be ended with 30 days' notice. There is no long-term contract required. Most clients continue because the monthly monitoring prevents savings from being eroded — the service pays for itself in avoided renewals and drift.

U.S.-based professional-service businesses with approximately 15–100 employees: accounting firms, healthcare practices, law firms, insurance and financial services, property management companies, and similar organizations with significant monthly software spending and recurring reporting overhead.