Finance
Internal finance-related artifacts: vendor/tool reviews and documented cost savings.
| Document | Description |
|---|---|
| q2-2026-roadmap.md | Finance Q2 2026 outcomes and initiatives (cross-functional hub: ../plans/platform/q2-2026-legal-finance-sales-engineering-roadmap.md). |
| automation-wins-and-cost-savings.md | Log of automation wins and tool consolidations with quantified savings (e.g. Loom → Zoom Clips, ChatGPT Team seat reduction). |
| software-review-2026-02-28.csv | Snapshot of the Feb 28, 2026 software/vendor review: tools, owners, seats, costs, optimization status, and actions. |
When you run a new software review, add a dated CSV (e.g. software-review-YYYY-MM-DD.csv) and optionally reference it from the automation wins doc.