Our Main Offer · 2-Week Engagement

See exactly where your IT stack is leaking money, access, and time

The IT Stack, Access & Device Audit gives growing companies an honest picture of their apps, users, licenses, devices, admin access, documentation, and workflows — plus a prioritized roadmap to fix what matters first.

Why Companies Run This Audit

The four patterns we see in nearly every growing company

If any of these sound familiar, the audit can quickly surface where cleanup, savings, and risk reduction opportunities exist.

Software spend is creeping up

New tools added every quarter, no one tracking renewals, finance and IT not reconciled.

Access has gotten messy

Former employees still active, admin roles assigned too broadly, no formal access reviews.

Devices aren't fully managed

Laptops outside MDM, no encryption enforcement, no documented lost/stolen process.

Onboarding and offboarding are manual

Tasks live in Slack threads and tribal knowledge instead of a repeatable workflow.

What's Included

A complete picture of your IT environment

Four review areas, every system that matters, no surface-level checklist.

SaaS & Licenses

  • Full SaaS application inventory
  • License utilization analysis
  • Duplicate and overlapping tool review
  • Renewal calendar reconstruction

Identity & Access

  • User and access review across core systems
  • Admin account and role review
  • Former-employee access audit
  • MFA and SSO coverage check

Devices & Security

  • Device fleet and MDM compliance review
  • Disk encryption and OS patch review
  • Endpoint protection coverage
  • Lost/stolen device readiness

Workflows & Docs

  • Onboarding and offboarding workflow review
  • Access request process review
  • Documentation and runbook gap analysis
  • Automation opportunity mapping
Common Findings

What we typically uncover

Patterns we see across nearly every audit at small and mid-size companies.

Unused paid licenses
Former employees still active
Admin roles assigned too broadly
No device encryption enforcement
Laptops not enrolled in MDM
No app ownership
Renewals tracked manually
Offboarding depends on memory
Access requests handled in Slack/email
No formal approval process for new software
No clear documentation
No quarterly access review cadence
Engagement

Two weeks, minimal lift on your team

Week 1

Discovery & data collection

Read-only access to your identity, MDM, finance, and SaaS systems. Stakeholder interviews with founders, ops, and IT.

Week 2

Analysis & roadmap

We synthesize findings, quantify waste and risk, and build your prioritized 30/60/90-day roadmap.

Delivery

Live walkthrough

A working session covering every finding, recommendation, and the order to tackle them in.

What You Receive

Documentation you'll actually use

Everything is delivered in clean, readable formats your team can act on — and revisit a year from now.

Deliverables

  • Executive summary report
  • Prioritized risk and waste findings
  • Cost-saving recommendations with dollar impact
  • Security quick-win checklist
  • 30/60/90-day cleanup roadmap
  • Live findings walkthrough

Who It's For

  • Companies between 10–250 employees
  • Founders or ops leaders without internal IT
  • Lean IT teams of 1–3 needing leverage
  • Companies preparing for SOC 2 or cyber insurance
  • Teams growing past their original toolset
  • Anyone planning a larger cleanup or automation project

Why It Matters

  • Identify immediate SaaS spend reduction opportunities
  • Eliminate dormant access risk
  • Protect company devices
  • Cut hours of manual IT work
  • De-risk your next audit or insurance review
  • Build a foundation that scales past 100+ employees
Why Start Here

The audit is the foundation for every cleanup, automation, or migration project that follows.

We won't recommend an MDM rollout, an Okta migration, or a JSM implementation without first understanding your environment. The audit gives you (and us) the facts — ordered by impact — so you can fund the right project, in the right order, with a real business case attached.

Book an Audit

Get clarity on your IT stack in 2 weeks

After you submit, we'll review your current setup and follow up to schedule a short discovery call — usually within one business day.