Independent Technology Advisors

Statement of Findings · Est. 2013

The most expensive chaos is the kind you can't see.

We read every invoice, contract, circuit, and software license you're paying for, then benchmark it against the market across 200+ providers. Most clients are losing money they never spot. We find it. For one, that was $2.1M a year.

Vendor-agnostic Strategy-ledOutcome-focused
The Ledger Track record
years in business
0
providers benchmarked
0

Real results from client engagements.

The problem

The most expensive problems are the ones you can't see.

By the time a bill, a contract, or a network feels like a problem, it's usually been costing you for years. Not because anyone dropped the ball — because no one has time to be an expert in every line item, every provider, every renewal. That's where the chaos hides.

  1. 01

    You're paying for things you can't account for.

    The bill you think is $5,000 is really double. Circuits and numbers nobody can map to a location. Errors scattered across dozens of small invoices no one has time to catch.

    Flagged
  2. 02

    Every vendor has a pitch. None of them have your back.

    Too many providers selling product, too little time to separate the real from the marketing, and the quiet fear of an expensive decision you can't undo.

    Conflicted
  3. 03

    After an acquisition, the real spend is hidden.

    Contracts, contacts, and account numbers scattered across companies, plus the software a VP expensed on a card that never showed up in diligence.

    Buried

You don't need another vendor. You need someone who's already sat in your seat.

What makes us different

Most firms audit your bill. We also benchmark your services against the market.

A Telecom Expense Manager looks at one thing — your spend. We do Technology Expense Management, and we look two ways at once.

A The spend

We audit your spend.

Are you billed correctly, paying a fair rate, carrying services you don't use? On its own that finds real money — ~$400K in overbilling for one client; ~45% off another's bill by clearing lines they'd stopped using.

Overbilling recovered, one client
~$400K
Off another’s bill, unused lines cleared
~45%
B The market

We benchmark against the market.

Not to second-guess the call you made, but because technology and pricing move. Sometimes there's a better fit for the same spend, or more for less. Sometimes there isn't, and the audit alone is the win. Either way, you decide with the full picture.

The bigger T.

Same three letters, bigger T.

A Telecom TEM stops at the circuits. We keep going, into the technology, services, software and SaaS most reviews ignore.

Unused SaaS licenses identified at one client (100 seats) $18K/year Found · not saved

Found, not yet realized — the kind of line a Telecom-only review never looks for.

It's how we took an account a TEM had already audited and found $2.1M a year they couldn't — they ran a point-in-time cost pass; we ran a full total-cost analysis and benchmarked the design.

$2.1M/yr
Per year · beat a prior TEM

We've sat on every side of the table — customer, advisor, carrier, provider — and we treat your budget like our own household.

What changes

Order, where there used to be chaos.

We rarely just save you money — though we usually do that too. We make the whole thing quieter: fewer bills, fewer surprises, fewer fires. Here's what our clients stop dealing with.

01 typical reduction

Spend goes down. Service holds.

Most clients cut 20–40%, or hold cost flat and get more for the same. Either way, the savings tend to fund the improvements.

20–40%
02 system of record

One inventory. One number to call.

Four hundred onesie-twosie bills become a system you can actually see, so errors surface instead of slipping by.

1
03 fewer fires

The whole experience improves, not just the budget.

Fewer support tickets, smoother rollouts, less friction for your team and your customers.

04 for the term

We stay after the report.

We're with you for the term, keeping the chaos at bay as things change.

And when finance asks what it was worth, soft costs translated into dollars you can defend to the board.

What we work on

Five places the spend quietly compounds.

05 line items
  1. CX

    Customer Experience

    Unified communications and the customer-facing experience behind them.

  2. NET

    Connectivity & Security

    The connections that run the business, and the controls that protect them.

  3. TEM

    Technology Expense Management

    The proven telecom core, plus the software spend a telecom-only review never opens.

  4. AI

    AI

    Where it genuinely earns its place in your operations, and where it doesn't.

  5. WLS

    Wireless

    Plans, lines, and devices inventoried and right-sized to actual use.

Proof

What it looks like when the chaos clears.

Three engagements, three different problems — all started the same way: with someone finally looking closely.

A finance team reviewing figures together
The flagship
Finding 01
· M&A· audit + benchmark· beat a prior TEM

A global services firm / post-acquisition

$2.1M saved / year

A TEM had already audited this account and found savings. We went deeper — a full total-cost analysis instead of a point-in-time pass, plus a benchmark of the design — and beat their number: $2.1M a year against a projected $2.3M, after they reinvested some of it in better technology.

Finding 02 Overbilling recovery

A national enterprise

Their invoice ran more than 1,200 pages — they'd only ever received the first 500. We read the rest, and surfaced roughly $400K in overbilling no one inside could see.

recovered ~$400K
Finding 03 Cost audit + inventoryno new purchases

A county government

$35–40K a month down to about $8K — by collecting every invoice, inventorying each line, and clearing service lines they'd stopped using. No new technology. Just a closer look.

lower bills ~45%

Curious what's hiding in yours? Request a Technology Assessment →

How it works

A closer look, step by step.

We don't optimize numbers on a page. We learn how your business actually runs, then work it line by line.

  1. 01

    Inventory

    We collect everything you're paying for: every invoice, contract, circuit, and license, including the ones nobody could find. For most clients, it's the first time they've seen the whole picture.

  2. 02

    Audit

    Every line against reality: billed correctly, a fair rate, still in use. This is where the money already on the table surfaces.

    Noted —A TEM cancels what looks odd on paper. We find out why it's there first.

  3. 03

    Benchmark

    We compare your services against the market across 200+ providers, apples-to-apples — reviewing your technology stack and architecture, and doing the engineering to confirm an option actually fits how you're built, not just looks cheaper on paper. Comparison, not criticism.

  4. 04

    Recover & clean up

    We recover the overcharges, fix the billing errors, and cancel what you've stopped using. The savings are real, and they're yours.

    You can stop here. For many clients this is the whole engagement — money back, no new purchases. Everything below only happens if a better option is worth it.

  5. 05

    Source

    If there's a genuinely better fit, we find it and put the real numbers in front of you, so you go in knowing the price, not hoping for it.

  6. 06

    Implement

    We help your team roll out the solution and stay alongside through the cutover, managing disconnects and vendor oversight so nothing goes dark.

  7. 07

    Stay

    We don't hand you a report and leave. We're with you for the term, keeping the chaos at bay.

In their words

The part that doesn't show up on the invoice.

“Good people make the work not be work. It's been such a joy working with the TruWerks team. Truly a great project team through and through.”
A client project lead
“Working alongside each of you on our transition project this year has most certainly been in my top three professional experiences of 2025: you each bring an energy and a positivity to our calls and have helped us make the project truly successful.”
A transition program lead, multi-location enterprise
“You genuinely have some of the most amazing and capable partners in Chance, Heather & Joellyn. They are the best and have been a joy to work with.”
A longtime carrier / supplier partner

The next move

Let's find what's hiding in yours.

You arrived by referral — so the ask is simple. Start with a conversation: no paywall, no pitch. Or send us a bill and we'll take a first look for opportunity. Either way, you'll leave with a clearer picture than you walked in with.

providers benchmarked 200+