We find the money your technology is burning.
Karma Advisory runs forensic investigations into technology environments. We map what you own, what it costs, what value it actually delivers — and where the waste is hiding. Then we eliminate it.
The Problem
:
Most companies don't know what their technology actually costs them.
Not the line items — those are in a spreadsheet somewhere. We mean the real cost. The shadow SaaS nobody approved. The zombie infrastructure nobody shut off. The integration tax your team absorbs every week in workarounds and manual processes. The shelfware you're paying full price for that nobody uses.
This isn't a budgeting problem. It's a visibility problem. And it compounds every quarter you don't look.
Diagnose. Cut. Rebuild.
This isn't a menu of services. It's a sequence. Each phase builds on the evidence from the one before it. You can stop after any phase — but clients rarely do, because each phase reveals the next problem worth solving.
Phase 1: Tech Clarity
You can't make the right decision if you don't see the whole board. A 3-person forensic team spends 30–60 days inside your technology environment performing a systematic analysis of every tool, platform, license, and vendor relationship.
Every system gets scored: value delivered, cost to operate, risk exposure, adoption rate. Waste gets identified by pattern — Shadow SaaS, Zombie Infrastructure, Integration Tax, Shelfware. Every line item gets a kill-or-keep recommendation with projected savings.
We also embed an AI readiness assessment at no extra cost — identifying manual processes and repetitive workflows where automation creates the biggest leverage.
30–60 days
3-person forensic team
SCALPEL Forensic Report with specific dollar amounts — not opinions, evidence. AI Opportunity Map ranking automation targets by effort-to-impact. Executive presentation to your CFO and CTO with full evidence package.
Phase 2: Strategic Shift
Turn forensic truth into a surgical plan your board can approve.
Phase 1 told you the truth. Phase 2 turns it into decisions. What to retire. What to keep. What to modernize. Whether to buy, build, or consolidate — based on forensic evidence, not vendor momentum.
Every recommendation comes backed by the numbers from Phase 1. The plan includes a dedicated AI automation roadmap: which manual processes to automate first, expected time-to-value, and implementation complexity — all within your existing platform ecosystem.
Duration
30–45 days following Phase 1
Includes
Vendor renegotiation strategy with contract-specific leverage points
What you get
Prioritized roadmap sequenced by impact. Buy/build/consolidate decision framework. AI automation roadmap. Technology posture document. Projected savings timeline with quarterly milestones. This is the document that gets presented to the board.
Phase 3: Execution Lock
Strategy without execution is a binder on a shelf. We implement.
Contracts get terminated or renegotiated. Redundant systems get decommissioned. Teams get transitioned. And AI-powered automation gets deployed inside your existing stack — Microsoft 365, Salesforce, or Google Workspace — to eliminate the manual processes that created the waste in the first place.
We embed the governance, adoption discipline, and measurement rigor that ensures nobody sleepwalks back into the same mess. Savings are documented, measured, and reported to leadership every quarter.
Duration
60–120 days
Platforms
Microsoft 365 / Azure, Salesforce, Google Workspace
What you get
Executed eliminations and renegotiations with documented savings. AI-powered automation deployed. Governance framework installed. Savings ledger reported quarterly. ROI that compounds — not a project that ends.