Portfolio
See The Vendor Portfolio As A Business System
Monthly report — summary metrics above the fold, then spend movement, ownership gaps, dependency concentration, and duplication signals.
Spend movement
Sources of cost change this quarter — cost figures hidden at your permission level.
- DataForgeRestricted · usage tier change
- SignalDeskRestricted · seat growth
- LedgerPathRestricted · flat
Ownership gaps
- Missing owner5 records · never assigned
- Departed owner1 record · founder left GTM seat
- Procurement vs. operational mismatch2 records · cardholder ≠ daily user
Dependency concentration
DataForge, CloudRelay, and SignalDesk feed 62% of CRM enrichment volume — a regional or API outage at any one has outsized reach.
Portfolio duplication
Duplication is a switching decision, not a cancellation — compare users, teams, function, contract terms, and switching cost before recommending consolidation.
- Users overlapSignalDesk + CloudRelay41% of active users licensed on both
- Teams overlapGTM uses both for enrichmentNo functional split documented
- Function overlapBoth do usage-event enrichmentCloudRelay adds regional coverage
- Contract termsSignalDesk: 30-day notice · CloudRelay: 90-day noticeDifferent exit timing
- Switching costEst. 6 weeks re-integration if consolidatedNot a same-day cancellation
Export Monthly Brief delivers PDF + webhook for leadership — not a static spend chart.