Resources

Practical guides, templates, and tools for real estate operations, procurement, and carbon reporting.

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Learning Paths

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Role-based sequences through resources — so you always know what to do next.

Tools and Calculators

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Interactive calculators for contract, energy, and allocation decisions.

No PO No Pay Policy Generator

Generate a no PO no pay policy and vendor note with clear thresholds and exceptions.

Policy

Invoice Standards Policy Generator

Create invoice standards policy language and a vendor checklist for AP compliance.

Policy

Renewals CSV Import Helper

Clean and enrich renewal lists with safe send and negotiation timelines.

Renewals

Spend Taxonomy CSV Mapper

Map vendors to spend categories and export a taxonomy-ready CSV.

Spend

Guided Resource Path Builder

Generate a beginner-safe 30/60/90-day plan with the right resources in the right order.

Planning

Company Playbook Builder

Build a company-wide operating playbook with lane priorities, cadences, and registry-backed resources.

Planning

Auto-Renewal Notice Deadline

Calculate your notice deadline to avoid auto-renewal traps.

Contracts

Price Escalator Impact

Model how escalation clauses compound over your contract term.

Contracts

Invoice Variance Cost Leak

Estimate how much invoice variance is costing you annually.

Finance

Effective Rate and Overrun Estimator

Estimate effective hourly rates, budget remaining, and forecast overruns for services engagements.

Finance

Cloud Savings Opportunity Estimator

Estimate cloud savings from commitment coverage, rightsizing, storage optimization, and idle cleanup.

Finance

Dependent Eligibility Savings Estimator

Estimate employer savings from dependent eligibility controls using simple inputs.

Finance

Service Vendor Leakage Estimator

Estimate savings from overtime premiums, materials markups, trip charges, and unapproved add-ons.

Facilities

MRO Price Variance Savings Estimator

Estimate annual and monthly savings from MRO controls, price variance capture, and expedited fee reduction.

Facilities

Revenue Leakage Savings Estimator

Estimate annual and monthly recovered revenue from leakage controls: underbilling reduction, dispute reduction, and faster collections.

Finance

Travel and Expense Leakage Estimator

Estimate annual and monthly savings from out-of-policy reduction, unused ticket recovery, hotel rate optimization, and ground transport guardrails.

Finance

Duplicate Payment Recovery Estimator

Estimate recoverable cash and ongoing savings from duplicate payment prevention controls.

Finance

Demand Charge Savings Estimator

Estimate savings from reducing peak demand charges.

Energy

Allocation Rule Calculator

Calculate fair utility allocation across tenants.

Tenant

Scope 2 Emissions Calculator

Calculate location-based and market-based Scope 2 emissions.

Carbon

Outcome-based packages combining resources, templates, and calculators into guided "do this now" paths.

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Template Vault

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Copy/paste-ready templates for cost, risk, and carbon workflows.

Copy Packs

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Plug-and-play implementation kits. Launch systems in under 90 minutes.

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Browse by Topic

Cross-cutting resource groups focused on specific domains or use cases.

3 resources

Cloud FinOps Optimization

Install a Cloud FinOps operating system: tagging and cost ownership, commitment discount strategy, waste detection and cleanup, and a savings opportunity estimator that generates a finance-ready memo.

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3 resources

MRO and Parts Spend Controls

Install MRO and parts spend controls: catalog and guided buying, emergency exception controls, pricing variance governance, and a savings estimator that produces a finance-ready memo.

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4 resources

Facilities Maintenance and Service Vendor Controls

Install a facilities services operating system: standard SOWs and rate cards, work order and change order controls, inspection and acceptance, renewal and rebid discipline, and a work order leakage savings estimator.

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3 resources

Revenue Leakage Controls

Install revenue leakage controls: billing standards, contract compliance and entitlement audits, change order governance, and a savings estimator that produces a finance-ready memo.

Explore
3 resources

Telecom and Connectivity Optimization

Reduce telecom spend using inventory control, disconnect discipline, billing QA, leakage recovery, and RFP leverage.

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3 resources

Marketing and Agency Spend Optimization

Control agency spend using enforceable SOWs, deliverable acceptance, retainer utilization tracking, pass-through rules, and RFP leverage.

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3 resources

IT Hardware and Managed Services Optimization

Control IT hardware and managed services spend using asset inventory discipline, lifecycle workflows, invoice QA, reclaim sprints, and RFP leverage.

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3 resources

Merchant Fees Optimization

Reduce payment processing costs using merchant account inventory, statement decomposition, fee anomaly control, chargeback discipline, and RFP leverage.

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3 resources

Insurance Cost Control

Run insurance like an operating process: policy inventory, renewal calendar, exposure data readiness, claims discipline, broker governance, and scenario comparison.

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3 resources

3PL and Warehouse Optimization

Reduce 3PL and warehouse costs by defining units, governing accessorials, matching invoices to operational data, disputing overcharges, and running RFPs.

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11 resources

Leased Assets

Category 8/13 and the operational system to collect tenant/landlord data for real estate portfolios.

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4 resources

Scope 2 Electricity (Made Simple)

Build a defensible Scope 2 electricity dataset, understand location vs market-based reporting, and make renewable claims safely.

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5 resources

Contract and Renewal Controls

Stop surprise renewals. Find the contract fast. Know your notice deadlines. Control vendor relationships like a system.

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4 resources

Supplier Consolidation and Rate Benchmarking

Reduce supplier sprawl and lower unit rates with a repeatable workflow: consolidation screening, benchmarking and RFP, award and transition governance, and contracted rate compliance.

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4 resources

Asset Lifecycle and Spare Parts Optimization

Install an asset and spare parts operating system: asset criticality and spares strategy, parts standardization and substitution, warranty and service entitlement recovery, repair versus replace decisions, and a spare parts inventory savings estimator.

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4 resources

Fleet and Fuel Cost Control

Install a fleet spend operating system: fuel card controls and odometer capture, idling and driver behavior controls, maintenance invoice audit and parts markup controls, route utilization and deadhead reduction, and a fleet fuel and maintenance savings estimator.

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4 resources

Facilities Services Cost Control

Install a facilities services operating system: janitorial scope and unit rates, security post orders and schedule audits, seasonal landscaping and weather controls, elevator and life safety entitlement audits, and a facilities services leakage estimator.

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3 resources

HR and Benefits Cost Control

Install controls for benefits spend: run renewals on-time, prevent eligibility leakage, audit vendor fees, and estimate savings with a beginner-safe dependent eligibility savings tool.

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3 resources

Treasury and Payment Controls

Install payment controls that prevent fraud and leakage: approval matrices, vendor bank change verification, duplicate payment prevention, and a recovery estimator that produces a finance-ready memo.

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3 resources

Facilities and Service Vendors Cost Control

Install controls for facilities and service vendors: enforce SLA and scope, control work orders with not-to-exceed rules, standardize invoices, and estimate leakage savings with a practical calculator.

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4 resources

Order to Cash Controls

Install an order to cash operating system: credit and terms policy, dispute intake and evidence, deductions and short pay root cause, collections cadence, and a DSO cash acceleration estimator.

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3 resources

Travel and Expense Controls

Install a travel and expense operating system: policy and approval rules, corporate card guardrails, unused ticket recovery, audit cadence, and a leakage estimator to quantify savings.

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6 resources

SaaS and Subscription Spend Optimization

Install a practical system to control SaaS spend: build an app inventory, reclaim seats, renegotiate renewals, and quantify savings.

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6 resources

Invoice and Change Order Controls

Stop leakage. Enforce scope. Fix variance at the root cause—not by arguing about invoices forever.

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5 resources

Utility Data and Cost Control

Make utility bills understandable, keep utility data consistent, and identify the biggest cost levers.

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5 resources

Scope 3 for Beginners

A practical starting point for Scope 3: what it is, which categories to prioritize, and how to build a program that improves over time.

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6 resources

Supplier Engagement

Get suppliers to respond. Improve Scope 3 data quality over time. Build a repeatable outreach and accountability system.

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5 resources

Peak Demand and Load Management

Cut demand charges by controlling peak kW with operational tactics first—then controls—then hardware if needed.

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2 resources

Carbon Close and Audit Readiness

Monthly governance for carbon data: ingestion → QA → anomalies → exceptions → sign-off → publish.

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5 resources

Net Zero Building Pathway

A practical path to net zero at the building level—from baseline to execution to verification.

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3 resources

Professional Services Cost Control

Install controls for professional services spend: accept SOWs safely, manage time and materials burn, prevent pass-through abuse, and estimate overruns before they hit the budget.

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4 resources

Outside Counsel and Legal Spend Optimization

Install a legal spend operating system: billing guidelines, rate card governance, matter intake and budget controls, invoice review workflows, and a legal invoice leakage estimator.

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4 resources

Contingent Labor and Staffing Optimization

Install a contingent labor operating system: intake controls, rate card and markup governance, time approval audits, offboarding and access deprovisioning, and a contingent labor leakage estimator.

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4 resources

Insurance Claims and Loss Run Controls

Install a claims operating system: loss run data intake, claims triage and reserving, subrogation and recovery, broker and TPA performance, and a claims leakage and recovery estimator.

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