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Shadow IT & SaaS Spend Audit

Audit SaaS ownership, duplicate tools, missing renewal dates, and consolidation opportunities.

These recipes are starting points. Adapt and test them for your own environment.

Overview

Use this workflow to turn SaaS visibility into a client-ready business conversation about ownership, risk, and spend optimization.

When to use

Use it before a SaaS review, budget planning conversation, or QBR where shadow IT and waste should become actionable.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • SaaS apps missing owners or renewal dates.
  • Duplicate tools or consolidation candidates.
  • A proposed Shadow IT Discovery initiative for review.

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