Periodic assessment.
WHAT TO REVIEW ANNUALLY
Every service in use What each costs, in your currency Whether each is still used and still suits Who administers each What data each holds Renewal dates and notice periods
WHAT TO ASK OF EACH
Would we adopt this again today?
WHAT TO LOOK FOR
Services nobody uses Overlapping tools Costs that grew Permissions that accumulated Data that should be deleted
WHAT TO TEST
Exporting your data from at least one service Recovering access to a critical account
WHAT TO UPDATE
Your record of services, owners and data Your continuity plan
WHAT TO DECIDE
What to cancel What to consolidate What to move
WHAT TO BUDGET
The coming year, based on actual usage rather than last year's estimate.
WHO SHOULD DO IT
One person, with visibility of everything.
WHAT TO RECORD
The review and its decisions.