Leverage your unique position and find substantial cost savings.
Onsite Workshop
Negotiating a SaaS agreement is a complex and often foreign process that can be just as frustrating as a regular software contract.
It’s common practice for vendors to bypass IT when selling SaaS solutions.
The terms that vendors put in contracts are not standardized.
Vendors know how to capitalize on chronic IT capacity challenges.
A careful contract review and negotiation plan will allow you to:
Save approximately 5% of the overall IT budget through comprehensive software & SaaS contract review.
Negotiate in a way that prioritizes your organization's needs, and reach an agreement with your vendor that takes into account both parties’ best interests.
Build an internal cross-functional team across the organization that will negotiate your SaaS contract together.
Module 1: Collect and Review Data
The Purpose
Assemble documentation.
Key Benefits Achieved
Understand current position before going forward.
Activities:
Outputs:
1.1
Assemble existing contracts.
Business Use Case.
1.2
Document their strategic and tactical objectives.
1.3
Identify current status of the vendor relationship and any historical context.
1.4
Clarify goals for ideal future state.
Module 2: Define the Business Use Case and Build a Stakeholder Team
The Purpose
Define the business use case and build a stakeholder team.
Key Benefits Achieved
Create a business use case to document functional and non-functional requirements.
Build an internal cross-functional stakeholder team to negotiate the contract.
Activities:
Outputs:
2.1
Establish a negotiation team and define roles.
RASCI Matrix
2.2
Write a communication plan.
Communications Plan
2.3
Complete a business use case.
SaaS TCO Calculator
Business Use Case
Module 3: Redline the Contract
The Purpose
Examine terms and conditions and prioritize for negotiation.
Key Benefits Achieved
Discover cost savings.
Improve agreement terms.
Prioritize terms for negotiation.
Activities:
Outputs:
3.1
Review general terms and conditions.
3.2
Review license and application specific terms and conditions.
Review vendor and application specific negotiation tactics.
Contract Negotiation Tactics Playbook
4.2
Build negotiation strategy.
Controlled Vendor Communications Letter
Key Vendor Fiscal Year End Calendar
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
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