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Why most IT budgets fail

It has less to do with being bad at numbers and more to do with failing to name the leaks: 

  • SaaS licenses that renew at 30% higher rates
  • Devices pushed past warranty until downtime costs six figures  
  • Cloud invoices spiking month after month
  • Projects split across budgets, leaving gaps that the board vetoes  

Then, the board cuts what they don’t understand, and you’re left defending a budget full of holes. 

Business partners talking in a board room

What this guide gives you

Not “tips” or “frameworks.” Actual systems that make leaks visible and defensible: 

  • Five Buckets Method: Sort every dollar into Run, Protect, Improve, People, Unknowns—so finance sees tradeoffs clearly
  • 90-Minute Audit: Pull invoices, tag every line, and surface leaks before the board does
  • Surprise Spend %: One ratio that proves whether you’re in control or just crossing fingers
  • Sector-Specific Notes: Industries like Banking, Healthcare, and Hospitality—mapped to real compliance and margin pressures

Proof that it works

Here’s a quick look at the impact some of our clients have seen from running this playbook: 

  • $277,536/year saved for one client by stopping avoidable tickets (2025)
  • 3.8M+ hours of productivity given back through automation (2025)
  • 293,878 proactive tickets resolved vs. 55,634 client-facing (2025)
  • 97% CSAT across industries (2025) 

Join the Waitlist! (Guide Coming October 2025)

Receive the guide and walk away with: 

• A 5-year roadmap that accounts for every leak 

• Five buckets that force focus and reveal blind spots 

• Three metrics your board can’t ignore