Turn technology and AI into measurable business value.
Data To Insight helps organizations optimize technology, automate recurring work, and deploy controlled AI systems.
Reduce unnecessary technology spending, automate repetitive processes, and use AI with greater control over data, infrastructure, access, and cost.
starting price · 2–3 weeks
If the Checkup doesn't identify at least $1,900 in annual savings, the fee is refunded.
$1,900 starting price · 2–3 week assessment · Written findings · Savings guarantee · No obligation to continue
What Data To Insight helps you do.
Optimize
Reduce unnecessary software, cloud, vendor, and technology costs.
Automate
Replace recurring manual reporting and operational work with reliable automation.
AI
Deploy controlled AI for organizational knowledge and engineering governance.
Technology Cost and Automation Checkup.
The Checkup reviews your software subscriptions, user licenses, vendor agreements, cloud services, recurring reports, and spreadsheet-heavy processes. You receive a prioritized action plan — with every finding assigned a dollar value, a time value, or a stated rationale.
It also evaluates where automation and AI may or may not make sense for your specific situation.
Software built for technology and AI control.
Implementation and governance services.
Software Spend Recovery
The Checkup identified cancellable, renegotiable, or right-sizable spend.
Executed cancellations, renegotiations, and right-sizing, tracked to a dollar figure.
Reporting Automation
Reports get rebuilt by hand on a recurring schedule.
A working automation that produces the same report without manual assembly. Hours returned, errors reduced.
Technology Cost Governance
Cost improvements unwind without ongoing oversight.
Monthly monitoring of licenses, renewals, cloud costs, automation health, and AI spending.
Strategic Advisory
Significant architecture, AI, or technology decisions require senior technical depth.
Senior technical guidance and implementation support for complex decisions.
IntraSage Assessment & Implementation is delivered as a specialized service. Learn more about IntraSage →
One clear path from waste to savings.
Assess
Find where money and time are being wasted across software, cloud costs, vendor renewals, and recurring reports.
Improve
Implement approved cost reductions and replace manual reporting work with reliable, monitored automations.
Govern
Monitor costs, renewals, savings, and automation health so improvements stay in place month after month.
Professional-service businesses across these industries.
Accounting & Bookkeeping
Cost: Multiple practice management, tax, and document tools accumulating without review.
Reporting: Monthly client deliverables assembled by hand from multiple systems.
See accounting →Healthcare Practices
Cost: EHR, billing, and compliance tools with overlapping feature sets and unused seats.
Reporting: Patient, billing, and operational reports built separately in different formats.
See healthcare →Law Firms
Cost: Case management, research, and document software with licenses assigned to inactive users.
Reporting: Matter billing, utilization, and financial reports requiring manual export and reconciliation.
See legal →Insurance & Financial Services
Cost: CRM, compliance, and quoting tools renewed automatically with usage rarely reviewed.
Reporting: Sales, commission, and portfolio reports aggregated manually across multiple systems each period.
See financial services →Proof, labeled honestly.
Data To Insight is building its public client case-study library. Until verified customer results are available for publication, examples are clearly labeled as illustrative.
A 20-person accounting firm
Paying $3,400 a month across cloud hosting and 22 software subscriptions, with no clear view of which were still needed.
The Checkup mapped every subscription against actual logins, then right-sized a cloud server that was never using more than a third of its capacity.
Lower monthly spend, identified before the next renewal instead of after it.
Cloud cost turnarounds at scale
The same waste-finding discipline was applied to production platforms processing billions of transactions a day — across more than 25 years of engineering work before Data To Insight was founded.
Systematic review of infrastructure, licensing, and architecture — not a one-time audit, but a repeatable method for finding what a system no longer needs.
Documented cloud infrastructure cost reductions of 40–65% on those platforms, across more than 25 years in fintech, healthcare, and security engineering.
Have a real result to share once we've worked together? We'll ask to feature it here, with your permission and your real numbers.
Estimate your opportunity.
A quick, conservative estimate based on numbers you already know. It is not a guaranteed saving — the Checkup produces the real, itemized version.
Not sure what numbers to use? See a sample calculation.
Here is how a 30-person accounting firm might fill this in:
| Employees | 30 |
| Paid software tools | 22 — QuickBooks, Microsoft 365, DocuSign, practice management, tax software, CRM, five or six specialist tools, and a handful of individual subscriptions |
| Monthly software cost | $4,200 — across all subscriptions and SaaS licenses |
| Monthly cloud cost | $800 — file storage, backup, hosted infrastructure |
| Hours/month on recurring reports | 40 — weekly billing summary, monthly P&L, partner dashboard, client snapshots |
| Loaded hourly cost | $65 — staff salary, benefits, and overhead combined |
With those numbers the calculator estimates $6,000–$12,000/yr in software and cloud review opportunity and $17,160/yr in reporting overhead — a combined review area of roughly $23,000–$29,000/yr. The actual Checkup produces itemized findings, not a range.
Full guide: what each field means and how the math worksReady to optimize technology, automate work, or deploy AI?
Start with a free consultation or go directly to the Technology Cost and Automation Checkup — the fastest way to find measurable improvement opportunities in your organization.