Software and telecom is where indirect spend grows fastest and where the contract, not the negotiation, determines what you pay in years two and three.
The uplift and auto-renewal clause library is the core of this toolkit. An uncapped annual increase and a long notice period will cost more over a three-year term than any discount you negotiate at signature, and both are invisible unless you are looking for them.
WHAT IS INCLUDED
• SaaS Commercial Model Decoder (Excel) – per-seat, consumption and tiered models compared on equal terms.
• Software TCO Calculator (Excel) – full term, including implementation, integration and exit.
• Uplift and Auto-renewal Clause Library (Word) – the mechanisms, what each one costs you, and what to ask for instead.
• Licence Audit Readiness Checklist (Word) – for the day the audit letter arrives, and preferably a year before.
• Telecom Bill Validation (Excel) – invoices checked against contracted rates.
• IT Contract Clause Checklist (Word) – the buyer's commercial read of any IT or cloud agreement, including data, security and exit.
WHO IT IS FOR
Procurement professionals who own IT categories, and IT managers who negotiate their own renewals.
WHAT YOU RECEIVE
The primary document is a 12-slide guide covering the material above, in the same consulting layout used throughout this series: a headline that states the point, a body that evidences it, and a closing line that tells you what to do with it. It is designed to be read on its own or presented internally.
The accompanying archive contains 6 working files – Excel models with live formulas, Word templates and, where relevant, PowerPoint canvases. Nothing is password-protected or locked. A locked template a professional cannot adapt is worth nothing.
HOW THE SPREADSHEETS ARE BUILT
Every workbook uses the standard financial-modelling colour convention, applied consistently: blue text on a pale yellow fill is an input you type over, black text is a formula you should not overwrite, and green text is a reference to another sheet that must be changed at source. Each model carries one worked example row, shaded and italicised, which you delete once your own data is in, and an assumptions block at the top that should be read before any output below it is trusted. Print areas and page setup are configured on every sheet.
WHAT THIS IS NOT
This is educational and commercial material, not legal, tax or financial advice. Contractual content exists so that you can identify what matters commercially and ask better questions of whoever does advise you; contract law and regulatory obligations vary by jurisdiction. All case material is composite – figures are drawn from real engagements, but no case describes a single identifiable organisation and every company name is invented.
A licence page inside each file sets out the terms of use: unrestricted use for your own work and inside your own organisation, no resale or redistribution outside it.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Information Technology, Procurement Strategy PowerPoint Slides: IT, Software and Telecom Procurement Toolkit PowerPoint (PPTX) Presentation Slide Deck, Davide Sferrazza
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