top of page

SaaS Portfolio Advisor

Analyzes SaaS portfolios, assesses cost, privacy and license risks, and identifies redundant tools.

Category

Portfolio Optimization

Related Use Case

Cost Reduction & Consolidation;SAM Automation

Details

Description:
Identify savings opportunities, compliance risks and ESG gaps across your SaaS portfolio.

Results:
- SaaS inventory
- Use-case mapping
- Risk scores
- Consolidation recommendations

Example workflow:
1) Import SaaS data (CSV/API), 2) Start the assistant, 3) Review redundancies/optimization, 4) Export report.

6. November 2025 um 06:09:32

Software Portfolio Advisor

Examines on‑premises software, versions, installations and license models.

Category

Portfolio Optimization

Related Use Case

Cost Reduction & Consolidation;SAM Automation

Details

Description:
Analyzes on‑prem software landscapes including versions, installation locations and license metrics.

Results:
- On‑prem catalog
- License overview
- CVI assessments

Example workflow:
1) Import inventory data, 2) Start the assistant, 3) Review license and version risks, 4) Export report.

6. November 2025 um 06:09:32

SaaS ESG Advisor

Evaluates sustainability and ESG compliance of SaaS vendors.

Category

Portfolio Optimization

Related Use Case

ESG Assessment

Details

Description:
Creates ESG scorecards and highlights greener alternatives.

Results:
- ESG scorecards
- Greener alternatives
- Risk recommendations

Example workflow:
1) Load your SaaS vendors, 2) Run ESG evaluation, 3) Review alternatives and actions.

6. November 2025 um 06:09:32

Salesforce Assistant

End‑to‑end guidance on Salesforce licenses, usage, optimization and renewals.

Category

Strategic Compliance

Related Use Case

Salesforce Optimization;Contract Renewal Preparation

Details

Description:
Analyzes license usage and permissions, optimizes the license mix and supports contract renewals.

Results:
- License usage
- Right‑sizing recommendations
- Audit readiness

Example workflow:
1) Connect Salesforce usage data, 2) Simulate license mix, 3) Derive optimization & negotiation points.

6. November 2025 um 06:09:32

Contract Assistant

Extracts structured data from contracts, analyzes risks, and compares contract versions.

Category

Strategic Compliance

Related Use Case

Contract Renewal Preparation; Batch-Analysis; Entitlements Extraction

Details

Description:
Automated contract extraction and analysis with clause and version comparison.

Results:
- Contract data sheets
- Risk reports
- Comparison matrix

Example workflow:
1) Upload a contract, 2) Run extraction, 3) Review risks & deviations, 4) Export/hand over to Legal.

6. November 2025 um 06:09:32

Vendor Assistants

Assesses vendor and contract risks (e.g., price changes, data privacy, vendor lock‑in).

Category

Strategic Compliance

Related Use Case

Contract Renewal Preparation;ESG Assessment

Details

Description:
Risk evaluation of vendors including privacy, cost trends and dependencies.

Results:
- Vendor risk scores
- Compliance assessment
- Alternatives comparison

Example workflow:
1) Import vendor data, 2) Run risk analysis, 3) Review alternatives & actions.

6. November 2025 um 06:09:32

Self Service Assistant

Answers standard questions about software, licenses, policies and processes.

Category

Workflow Automation

Related Use Case

SAM Automation

Details

Description:
Interactive FAQ and workflow assistant for recurring standard questions.

Results:
- FAQ dialogs
- Guided workflows

Example workflow:
1) Load your FAQ/process catalog, 2) Publish the self‑service, 3) Continuously improve based on feedback.

6. November 2025 um 06:09:32

SAM Assistant

Supports recurring SAM tasks such as reporting, data collection and analysis.

Category

Workflow Automation

Related Use Case

SAM Automation

Details

Description:
Automates reports, checklists and data requests for SAM teams.

Results:
- Automated reports
- Task checklists
- License summaries

Example workflow:
1) Connect data sources, 2) Schedule recurring jobs, 3) Review results on the dashboard.

6. November 2025 um 06:09:32

bottom of page