Automation wins and cost savings
Document efficiencies and tool consolidations quantified by money saved. Use this to track wins from vendor reviews, seat optimizations, and automation (e.g. replacing one tool with another, cutting unused licenses).
Related: tools snapshot) — full tool list, owners, costs, and optimization status as of the last review.
How to log a win
For each entry, capture:
| Field | Description |
|---|---|
| Win | Short title (e.g. “Loom → Zoom Clips”, “ChatGPT Team seat reduction”) |
| Before | Tool(s) / cost / behavior before the change |
| After | Tool(s) / cost / behavior after |
| Annual savings | $ saved per year (or one-time if applicable) |
| Date | When the change took effect (YYYY-MM-DD) |
| Notes | How we did it, source of truth (e.g. software review, usage report) |
Recorded wins
1. Loom cancelled — async video via Zoom Clips
| Field | Value |
|---|---|
| Win | Loom cancelled; everyone uses Zoom Clips for async video |
| Before | Loom: 5 seats, ~1,200/yr |
| After | Zoom Clips (included in existing Zoom); no separate Loom cost |
| Annual savings | ~$1,200 |
| Date | 2026-03-06 (per software review: “Canceled effective on Mar 6, 2026”) |
| Notes | From Feb 2026 software review; Loom row set to Inactive, Action = Cancel. |
2. ChatGPT Team — seat reduction (pending)
| Field | Value |
|---|---|
| Win | Reduce ChatGPT Team seats based on usage (zero-usage and low-usage users removed) |
| Before | TBD — current seat count and annual cost from billing |
| After | TBD — reduced seats after removing users identified by OpenAI Team CSV report (zero-usage enabled users, optional low-usage review) |
| Annual savings | TBD — fill after cuts (e.g. $30/seat/month × seats removed × 12) |
| Date | TBD |
| Notes | Usage exports and scripts/openai-team-csv-report.ts used to identify candidates (e.g. Zoran Selinger, Pranav, Elizah Pineda — zero usage; Greg Stoutenburg, J, Sheshu, Ashwini — low usage). Remove from workspace then reduce seat count in ChatGPT Business billing. |
Adding new wins
- Append a new numbered section under Recorded wins.
- Use the table format above (Win, Before, After, Annual savings, Date, Notes).
- If the win comes from a vendor/software review, note the review date and that the snapshot lives in
knowledge/company/finance/software-review-YYYY-MM-DD.csv(or the current filename). - When you run the software review again, add a new CSV with the review date and optionally add a row here pointing to it.