SAMPLE COMPLETE SAVINGS PLAN

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This fictional example shows the structure and depth of a paid StackClean Complete Savings Plan. The company, bills, savings amounts, and recommendations below are illustrative—not customer results.

Fictional example: 75-person professional-services company · $86,400 estimated annual software spend · customer-entered bills treated as the spend source of truth.
EXECUTIVE SAVINGS PLAN

Estimated annual opportunity

$7,200Verified
$9,360Likely
$6,000Potential
$22,560Total opportunity

StackClean separates savings by confidence instead of treating every overlap as guaranteed. Recommendations that need validation stay in Likely or Potential until the required checks are complete.

Prioritized savings playbook

CONSOLIDATE · LIKELY

Review Slack alongside Microsoft 365

Illustrative opportunity: $9,360/year

The company already pays for Microsoft 365 with Teams capabilities while also carrying a separate Slack bill. This is an overlap worth validating—not an automatic cancellation.

What to verifySlack Connect usage, workflows, integrations, retention/compliance needs.
Disruption riskMedium — collaboration habits and external channels can make migration costly.
Recommended actionPilot Teams with one department before any Slack reduction.
  1. Export active-user and external-channel usage from Slack.
  2. Inventory critical Slack integrations and workflows.
  3. Run a 30-day Teams pilot with a representative group.
  4. Reduce or cancel only after required workflows are proven.
CONSOLIDATE · VERIFIED

Reduce standalone cloud-storage spend

Illustrative opportunity: $7,200/year

The entered Dropbox bill covers a use case the company says can be handled by storage already included in its primary productivity suite.

What to verifyShared links, external collaborators, retention policies, file size and sync requirements.
Disruption riskMedium — file migration and permissions require planning.
Recommended actionMigrate low-risk teams first, then retire licenses in phases.
DOWNGRADE · POTENTIAL

Right-size project-management licenses

Illustrative opportunity: $3,600/year

A portion of paid project-management seats appears lightly used. Savings remain Potential until active-seat and feature requirements are confirmed.

What to verify90-day active users, premium feature usage, guest access.
Disruption riskLow if inactive seats are removed first.
Recommended actionReclaim inactive seats before changing plans.
HIDDEN VALUE · POTENTIAL

Test scheduling capabilities already in the stack

Illustrative opportunity: $2,400/year

The current productivity suite may already cover some scheduling needs now handled by a separate tool. Keep the current tool if routing, integrations, or customer workflows require it.

KEEP

Keep the CRM

No savings claimed

The CRM is the system of record and supports workflows that are not safely replaceable by another product in the submitted stack. StackClean does not manufacture a savings recommendation where the evidence does not support one.

90-day action plan

DAYS 1–30

Validate

Confirm active seats, contracts, integrations, external collaboration, and renewal dates. Start with low-risk license cleanup.

DAYS 31–60

Pilot

Test the highest-value consolidation with a small user group. Document missing capabilities and migration effort.

DAYS 61–90

Capture

Execute validated downgrades and cancellations at the right contract dates. Track realized savings against the plan.

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