Digital ROI Assessment

Digital ROI Assessment — Free Assessment

Assessment Form

Contact Name(Required)

First Last

Company Name(Required)

Contact Email(Required)

Digital Spend Visibility

Does the organisation have a complete, accurate view of total technology spend — including SaaS, cloud, hardware, and services?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a named owner responsible for maintaining an accurate technology spend inventory?(Required)

Not at all

Basic / Partial

Mostly

Fully

Licence Efficiency

Has a licence utilisation audit been conducted in the last 12 months across all major software tools?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are licence renewals negotiated in advance — with utilisation data in hand — rather than auto-renewed?(Required)

Not at all

Basic / Partial

Mostly

Fully

ROI Measurement Practice

Are ROI targets defined for technology investments before approval — what return is expected, over what time period?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are post-implementation reviews conducted to measure actual versus projected ROI?(Required)

Not at all

Basic / Partial

Mostly

Fully

Total Cost of Ownership

Is total cost of ownership — including implementation, training, integration, and maintenance — modelled before technology purchases?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is actual TCO tracked against the model after deployment to improve future estimates?(Required)

Not at all

Basic / Partial

Mostly

Fully

Technology Budget Governance

Is there a defined technology budget approval process with spend thresholds requiring executive sign-off?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is technology spend tracked against budget monthly with variance reporting?(Required)

Not at all

Basic / Partial

Mostly

Fully

Vendor Negotiation Capability

Does the organisation have the internal capability — data, skills, leverage — to negotiate effectively with technology vendors?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are renewal negotiations initiated 90-120 days in advance of contract expiry?(Required)

Not at all

Basic / Partial

Mostly

Fully

Technology Cost Allocation

Are technology costs allocated to business units based on usage rather than spread equally?(Required)

Not at all

Basic / Partial

Mostly

Fully

Do business unit leaders have visibility into their allocated technology costs?(Required)

Not at all

Basic / Partial

Mostly

Fully

Cloud Cost Management

Is there real-time or near-real-time visibility into cloud spend by service, environment, and team?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are cloud resources regularly right-sized — are idle, over-provisioned, or unused resources identified and eliminated?(Required)

Not at all

Basic / Partial

Mostly

Fully

SaaS Portfolio Management

Is there a complete, accurate inventory of all SaaS tools in use across the organisation — including those procured outside IT?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are SaaS renewal dates tracked centrally with alerts 90 days before expiry?(Required)

Not at all

Basic / Partial

Mostly

Fully

Investment Prioritisation

Are technology investment decisions evaluated against defined financial and strategic criteria?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a minimum ROI threshold that technology investments must meet to receive approval?(Required)

Not at all

Basic / Partial

Mostly

Fully

Cost Benchmarking

Are technology costs benchmarked against industry peers at least annually?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are benchmarking findings used to drive negotiation, rationalisation, or sourcing decisions?(Required)

Not at all

Basic / Partial

Mostly

Fully

Technology Financial Reporting

Is technology financial performance reported to executive leadership at least quarterly?(Required)

Not at all

Basic / Partial

Mostly

Fully

Does technology reporting include ROI and value delivered, not just spend and budget variance?(Required)

Not at all

Basic / Partial

Mostly

Fully