Cloud Automation Strategy — Portfolio Environment
Solace Finance Platforms
47 active vendors · 7 spend categories
CFO · Finance Office-0.5% vs plan
EBITDA Bridge & Run-Rate
Adjusted Baseline
$6.9M
Realized
$1.6M
Forward Locked
$1.1M
+4.2 mo EBITDA runway
- • Treasury tooling rationalization avoids contradicting NTM savings.
- • Forward savings aligns with billing-stop evidence for niche fintech APIs.
CIO / CTO ViewIn Progress · 81% rubric coverage
Architecture & Risk Posture
Zero Trust
74% of finance endpoints gated
Cloud Commit Coverage
75% of regulated workloads on commitments
Automation Health
Automation telemetry at 69% coverage
Incidents
0 SOX control misses last quarter
- • Publish API hardening plan for banking partners.
- • Consolidate reporting stack before Q4 audit.
- • Improve savings attribution clarity for CFO office.
Annual Spend Overview
Solace Finance Platforms currently manages $6.90M across 7 spend categories. The mix below highlights where the largest optimization opportunities exist today.
Core Banking & Treasury
$1,600K
23.2% of total portfolio spend
Cloud Infrastructure
$1,100K
15.9% of total portfolio spend
Cybersecurity
$1,000K
14.5% of total portfolio spend
Spend by Category
Delivery Roadmap
How Solace Finance Platforms 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