MAKER SIGNAL FIELD SHEET

Small-Business Software Stack Audit

Map responsibilities before comparing products. Every critical job needs one authoritative record, one human owner, and a tested exit path.

Business Audit owner Audit date Team size Monthly software spend Next renewal

Business jobAuthoritative toolHuman ownerAnnual costDecision

Identity, email, calendarKEEP / CONSOLIDATE
REPLACE / CANCEL

Customers and pipelineKEEP / CONSOLIDATE
REPLACE / CANCEL

Accounting and tax evidenceKEEP / CONSOLIDATE
REPLACE / CANCEL

Payments and invoicingKEEP / CONSOLIDATE
REPLACE / CANCEL

Contracts and final filesKEEP / CONSOLIDATE
REPLACE / CANCEL

Project deliveryKEEP / CONSOLIDATE
REPLACE / CANCEL

Credentials and accessKEEP / CONSOLIDATE
REPLACE / CANCEL

Scheduling and formsKEEP / CONSOLIDATE
REPLACE / CANCEL

Marketing and audienceKEEP / CONSOLIDATE
REPLACE / CANCEL

Reporting and analyticsKEEP / CONSOLIDATE
REPLACE / CANCEL

Control checks

MFA enabled for every administratorTwo recovery administrators where appropriateExport created and openedRecord count reconciledBackup or recovery testedFormer-user access reviewedAPI keys and connected apps reviewedOrdinary renewal price recorded

30-day experiment

Workflow selected, baseline, pass conditions, errors, workarounds, time saved, export result, and rollback decision.

Cancellation record

Data owner, retention period, asset transfer, disconnected integrations, confirmation number, and final billing check.

CURRENT ANNUAL COST

PROPOSED ANNUAL COST

NEXT REVIEW

Maker Signal · makersignal.net · Do not cancel a system of record until exports open correctly, record counts reconcile, and ownership has transferred.