Cloud Automation Strategy — Portfolio Environment
Evergreen Workforce Systems
41 active vendors · 7 spend categories
CFO · Finance Office-0.4% vs plan
EBITDA Bridge & Run-Rate
Adjusted Baseline
$5.6M
Realized
$1.4M
Forward Locked
$0.9M
+3.6 mo EBITDA runway
- • HRIS baseline validated with HR + Finance steering group.
- • Forward savings assumes reduction of redundant recruiting tools.
CIO / CTO ViewIn Progress · 80% rubric coverage
Architecture & Risk Posture
Zero Trust
69% of HR data flows with adaptive controls
Cloud Commit Coverage
73% of SaaS seats mapped to commitments
Automation Health
Automation telemetry at 65% coverage
Incidents
0 critical HR data events last 90 days
- • Complete Workday data archival to lower storage tiers.
- • Automate provisioning for contingent workforce.
- • Embed CASt licensing rubric into HR tech governance.
Annual Spend Overview
Evergreen Workforce Systems currently manages $5.60M across 7 spend categories. The mix below highlights where the largest optimization opportunities exist today.
HR Platforms
$1,500K
26.8% of total portfolio spend
Workforce Analytics
$900K
16.1% of total portfolio spend
Collaboration & Productivity
$800K
14.3% of total portfolio spend
Spend by Category
Delivery Roadmap
How Evergreen Workforce Systems Progresses Through CASt Phases
Phase 0
Setup
- •Agree on baseline methodology and taxonomy
- •Ingest contracts, invoices, and portal credentials
- •Publish first renewal map grouped by 90/180/365 days
Phase 1
Baseline & Pipeline
- •Publish Adjusted Baseline with Finance validation
- •Stand up renewal review cadence and scorecard
- •Launch decision log with architecture sign-off
Phase 2
Execute Quick Wins
- •Retire duplicates with billing-stop evidence
- •Negotiate in-flight renewals using utilization data
- •Align license tiers to active roles
Phase 3
Strategic Resets
- •Consolidate to anchor platforms
- •Plan migrations that shift next-year run rate
- •Document architecture rubric per platform
Phase 4
Sustain
- •Transition to managed service posture
- •Refresh ownership and renewal map quarterly
- •Report realized vs forward savings transparently