Free technology & cost assessment

Find savings.
Fund what’s next.

Your technology budget should help your business move forward. We’ll look for avoidable costs and practical improvements, then show you what you could do next.

Start with a free, no-obligation assessment. If you choose to act, you can agree to reinvest a portion of the savings in a defined improvement with MetisWise.

Discuss your free assessment →

Begin with a one-hour conversation. We’ll agree the review’s scope and timing together.

Who this is for

More subscriptions. More busywork.
Not enough clarity?

This is a practical starting point for business owners and teams who want to understand what they’re paying for and where work could be easier.

01 / COSTS

Tools that may overlap

You pay for several apps, but aren’t sure which capabilities you already have or which subscriptions still earn their place.

02 / WORKFLOWS

Time lost to manual work

Your team re-enters information, chases approvals or works around disconnected systems.

03 / NEXT STEPS

Ideas without a clear plan

You want to improve productivity or cost effectiveness, but need a sensible first step before committing to a project.

A focused review

Start with the information you’re comfortable sharing.

We agree a bounded review around your priorities. Depending on that scope, we may look at:

  • Software subscriptions, licensing, usage and renewal costs.
  • Overlapping tools and capabilities you may already pay for.
  • Selected workflows, manual handoffs and recurring friction.
  • The effort, dependencies and likely costs of making a change.

The assessment is not an exhaustive technical audit or a security or compliance certification. We do not assume administrator access or change systems as part of the review.

A simple, hypothetical example

Keep most of the savings.
Put part toward your next improvement.

Suppose the assessment identifies a way to reduce costs by $1,000 a month. You decide to implement the savings steps. Once the savings are achieved, you could agree to reinvest 15% in a specific improvement we define together.

Potential gross savings

$1,000

per month

Identified in the assessment. The changes still need to be implemented and the savings verified.

Optional reinvestment · 15%

$150

per month

An agreed fee for a defined improvement, such as simplifying one recurring workflow.

Illustrative split: $1,000 monthly gross savings − $150 monthly improvement fee = $850 remaining before other costs. Gold shows the 15% reinvestment; navy shows the 85% remaining.

This is an illustration, not a savings promise or a standard rate. The 15% is only an example. Any paid engagement has an agreed scope, price, period and way to measure savings before work starts. The fee funds that defined work, not unlimited support or managed services. Implementation and other costs are considered separately; implementation is not included free.

How it works

Get the facts. Then make the decision.

  1. 01 / DISCUSS

    Tell us what needs to improve.

    Start with a free one-hour discovery conversation. We’ll agree which tools, costs and workflows to review, the information needed, and the review’s timing. The call is the starting point, not a promise to complete the assessment in one hour.

  2. 02 / REVIEW

    See the findings and the path.

    We review the agreed information and present a short written summary. You’ll see potential savings, how to obtain them, and the top three improvement priorities, with relevant assumptions and tradeoffs.

  3. 03 / CHOOSE

    Move forward only if it fits.

    You decide whether to pursue the savings. If you want our help with implementation or a further improvement funded by a negotiated share of savings, we agree the work and commercial details first. There is no automatic enrollment or billing.

Your questions, answered

Clear expectations from the start.

Is the assessment really free and without obligation?

Yes. The discovery conversation, agreed bounded review and short written findings summary are free. You do not have to buy software, hire us to implement changes or commit to an ongoing service. Any paid work is discussed and agreed separately before it begins.

Do you need access to our systems?

We start with the information you consent to share. That might include invoices, subscription lists, reports or a walkthrough with your team. Any access needed for the agreed review is discussed and approved first. We do not assume administrator access, and you should not send passwords through a booking form or email.

How does the savings-funded work get priced?

We agree a specific improvement and a fee that can be based on a negotiated percentage of savings. We define the scope, deliverables, responsibilities, price and period before work begins. The percentage and amount depend on the work and your agreement; 15% is not a standard rate or a minimum.

How do you distinguish estimated savings from actual savings?

The assessment identifies projected savings based on the information reviewed. Realized savings are the reductions actually achieved after changes. Before a savings-funded engagement, we agree the starting cost baseline, what counts as savings, how and over what period it is measured, and how implementation and other costs are treated.

What if there are no worthwhile savings?

We’ll explain what the review found and where the evidence is limited. We won’t present an estimate as a guaranteed result. You can keep the findings and decide not to proceed. Any other improvement work would need its own agreed scope and price.

Start with clarity

Find out what your budget
could do better.

Bring your questions about costs, tools or time-consuming work. We’ll help you decide where a focused assessment makes sense.

Discuss your free assessment →

Free initial conversation. Agreed review scope. No obligation to proceed.