That finance guy told me to cut our software stack and it backfired hard

My buddy Mark who handles the books at a different company kept saying we were bleeding cash on unused SaaS subscriptions. He said just trim the fat, cancel everything you don't use daily. So last month I killed our project management tool and a CRM add-on that saved about $120 a month combined. Problem is that PM tool had all our historical data and the CRM add-on was the only way we tracked lead sources. Now I'm scrambling to rebuild those records from email chains and it's taking forever. Our sales team missed two follow-ups this week because nothing talks to each other anymore. Has anyone else had a consultant give them advice that sounded good but wrecked your workflow?

2 comments

2 Comments

kelly3382h ago

You know I used to be all for the "cut everything you don't use" approach, but honestly this totally changed my mind. Sometimes those smaller tools are doing a lot of hidden heavy lifting that you don't notice until they're gone. It's crazy how saving a little money can end up costing you way more in lost time and missed opportunities.

miaa412h ago

12 dollars a month for a thing I barely touched, but when I finally tried cutting it, I lost half a day trying to piece together what it was doing in the background. It's wild how you don't notice the invisible work until you break something. Definitely learned that lesson the hard way.