πŸ’Έ Expense Management

Telecom, Cloud, SaaS & Devices β€” Transparent, Optimized, and Proven

Expense Management should do more than cut checks and nag approvers.
SolveForce runs spend as a system: inventory β†’ contract intelligence β†’ usage analytics β†’ anomaly detection β†’ optimization & approvals β€” all tied to business value and evidence you can hand to finance, security, and auditors.

Connected pages:
πŸ’Ή Financial Ops β†’ /finops β€’ ☁️ Cloud β†’ /cloud β€’ πŸ–§ Networks β†’ /networks-and-data-centers
🌐 WAN/Edge β†’ /sd-wan β€’ πŸ“Ά Mobility β†’ /mobile-connectivity β€’ πŸ›°οΈ Satellite β†’ /satellite-internet
πŸ”’ Security & Evidence β†’ /cybersecurity β€’ /siem-soar
πŸ“Š Data Platform β†’ /data-warehouse β€’ /etl-elt β€’ 🧭 Governance β†’ /data-governance
🧰 Ops β†’ /noc β€’ /circuit-monitoring


🎯 Outcomes (Why SolveForce Expense Management)

  • Total visibility β€” clean inventory of circuits, links, mobile lines, cloud accounts, SaaS seats, and devices.
  • Lower run-rate β€” contract right-sizing, plan pooling, commitment planning (RI/SP/CUD), and waste kill.
  • No surprises β€” anomalies flagged within days, not quarters; disputes opened with evidence.
  • Business alignment β€” spend mapped to owners, apps, and SLOs; unit economics you can defend.
  • Audit-grade β€” invoices, contracts, approvals, and optimization actions export to SIEM/SOAR for proof.

🧭 Scope (What We Manage & Optimize)

  • Telecom & Network (TEM) β€” DIA/Coax/DSL, SD-WAN underlays, MPLS/VPLS, wavelength/lit/dark fiber, satellite, POTS/PRI/SIP, usage & taxes/surcharges.
  • Mobility β€” corporate & field lines, IoT SIMs/private APN, device lifecycle (MDM/UEM), eSIM pools, roaming controls. β†’ /mdm
  • Cloud (FinOps) β€” compute/storage/network egress, commitments (RIs/SP/CUDs), BigQuery slots, GPU nodes. β†’ /finops
  • SaaS β€” license tiering, inactive accounts, duplicate apps, SSO scope, renewals calendar. β†’ /iam
  • Hardware β€” device refresh plans, support contracts, spares & RMA economics.
  • Contracts β€” rate cards, MRC/NRC, auto-renew traps, early termination math, benchmarking.

🧱 Building Blocks (Spelled Out)

  • Inventory-as-Code
  • Normalize all services to a canonical model (provider, product, location, term, bandwidth, IDs, cost codes).
  • Continuous discovery from invoices, portals, and monitoring. β†’ /circuit-monitoring
  • Contract Intelligence
  • Parse MRC/NRC, terms, SLAs, ETF clauses; map to services; renewal/notice alarms.
  • Benchmark vs current market and planned usage.
  • Usage & Analytics
  • CDRs, mobile usage buckets, SD-WAN path stats, cloud $/resource, SaaS seat activity; pushed into the warehouse with dimensions (app/team/env/region).
    β†’ /etl-elt β€’ /data-warehouse
  • Anomaly Detection & Alerts
  • Spikes, zeros, duplicates, zombie lines, roaming outliers, egress jumps, under-utilized commitments; tickets opened with evidence.
    β†’ /siem-soar
  • Optimization Engine
  • Circuit right-size/renew, mobile plan pooling, cloud commitments, SaaS de-dup & right-tiering; approval workflows with savings estimates.
  • Chargeback/Showback
  • Tags & cost codes enforced; unit economics ($/user, $/site, $/1k req, $/TB) visible to owners.
    β†’ /finops

🧰 Reference Programs (Choose Your Fit)

A) Telecom Expense Management (TEM) Refresh

Full inventory, contract audit, tax/surcharge review, disputes & credits, renewal playbook, SD-WAN policy to shift traffic where cost fits.

B) Mobility Optimization

Pool plans, throttle roaming, retire ghost lines/IMEIs, enforce MDM compliance, private APN/IPsec to hubs; quarterly right-sizing.

C) Cloud FinOps Core

Budgets/alerts, commitment plan, right-size & autoscale, storage lifecycle & egress guardrails, per-team unit costs.

D) SaaS Rationalization

SSO census β†’ seat activity β†’ tier right-sizing; remove duplicates; consolidate vendors; renewal & security reviews aligned.

E) Edge/Remote Program

LTE/5G + satellite tertiary with SD-WAN policy; seasonal suspend/reactivate; evidence-based vendor disputes for outages.


πŸ“ SLO Guardrails (Targets You Can Measure)

DomainKPI / SLOTarget (Recommended)
CoverageInventory accuracy (services/lines)β‰₯ 98–100%
TempoAnomaly detection to ticket≀ 3–5 business days from invoice post
SavingsRun-rate reduction (first 2 quarters)10–20% TEM/Mobility; 15–30% SaaS (mix-dependent)
CloudCommitment coverage / utilizationβ‰₯ 70–90% / β‰₯ 95%
SaaSInactive seat rate≀ 2–5% after quarter 1
DisputesCredit recovery successβ‰₯ 70–90% of valid claims
EvidenceDocs to SIEM (invoices/contracts/approvals)≀ 24 h post-event

SLO breaches auto-open tickets and trigger SOAR (re-rate request, seat reclaim, plan change, commit adjust, escalate vendor). β†’ /siem-soar


πŸ”’ Governance, Security & Compliance

  • Access β€” SSO/MFA to portals; least-privilege; no shared logins; vendor access through ZTNA. β†’ /ztna
  • Privacy β€” redact PII/PHI on bills; DLP egress controls; limit invoice distribution. β†’ /dlp
  • Evidence & Audit β€” retain invoices, contracts, approvals, disputes, and savings deltas; export packs for SOC 2/ISO/SOX audits.
  • Change control β€” contract & plan changes logged; rollback plan for failed optimizations.

πŸ“Š Observability & Evidence

  • Dashboards: spend by domain/vendor/site/team, QoQ deltas, unit costs, anomaly queue, dispute status, savings realized vs forecast.
  • Data lineage: invoice β†’ parser β†’ normalized service β†’ cost code β†’ owner β†’ decision history.
  • All artifacts & events stream to SIEM/SOAR with monthly executive reports. β†’ /siem-soar

πŸ› οΈ Implementation Blueprint (No-Surprise Rollout)

1) Discover & normalize β€” pull invoices/CSVs/APIs; build the canonical inventory & rate map.
2) Benchmark & model β€” compare against market and planned usage; set savings targets.
3) Instrument usage β€” SD-WAN/CDR/mobile/cloud/SaaS telemetry into the warehouse; tag gaps fixed.
4) Alert & approve β€” anomaly detections; owner approvals with forecast savings; implement changes.
5) Dispute & recover β€” lodge credits with evidence; track to closure.
6) Commit & renew β€” plan cloud commitments and telecom renewals; avoid auto-renew traps.
7) Chargeback β€” publish cost by owner/app/site with unit economics; hold quarterly reviews.
8) Operate β€” monthly optimization waves; QoQ savings reporting; annual contract cycle playbook.


βœ… Pre-Engagement Checklist

  • πŸ“„ Last 3–6 months of invoices (telecom, mobility, cloud, SaaS) + contracts/renewals.
  • πŸ—ΊοΈ Service inventory (sites, circuits, accounts, lines, SaaS tenants); cost codes & owners.
  • πŸ” Portal/API access with SSO/MFA; role scopes.
  • πŸ“Š Telemetry sources (SD-WAN stats, CDRs, usage exports, SaaS seat activity, cloud cost & tags).
  • πŸ’¬ Dispute history & credits; renewal calendar; benchmark targets.
  • πŸ’Έ Budget guardrails & savings goals; reporting cadence (finance & IT).

πŸ”„ Where Expense Management Fits (Recursive View)

1) Grammar β€” spend traces across /connectivity, mobility, /cloud, and SaaS.
2) Syntax β€” analytics & facts stored in the /data-warehouse via /etl-elt.
3) Semantics β€” /data-governance labels ownership & privacy; /cybersecurity enforces access.
4) Pragmatics β€” /finops turns insights into commitments and savings with approvals.


πŸ“ž Make Spend Transparent, Predictable, and Lower β€” With Proof