CASE STUDIES

How Troops uses SaaS management to simplify operations

Troops is a sales collaboration tool that makes sales a team sport by empowering people, automating workflows, and supercharging performance. As a SaaS-first business, Troops is focused on realizing efficiencies wherever possible, and SaaS management has helped them reduce time and resources spent on onboarding, offboarding, and other process-driven activities, while providing the data needed to make accurate forecasts regarding spend and trends.

  • Automating SaaS management has freed up leadership at Troops to focus on more strategic work.
  • Troops has been able to dramatically speed up on-boarding and off-boarding while ensuring responsibilities are clear and nothing falls through the cracks.
  • We provide the finance and ops team detailed data that can be used to more accurately forecast SaaS trends and predict costs.

Vendr | Troops

The major benefits of SaaS management

Before implementing SaaS management, Ratner was tasked with putting together a comprehensive spreadsheet reflecting SaaS usage and metadata across the organization.

 

“As a technical cofounder, I often found that many tasks related to onboarding and offboarding continually fell on my plate, taking me away from more strategic efforts,” says Ratner.

 

With SaaS management in the arsenal, it suddenly became possible to:

• Provide a single, comprehensive view into SaaS usage across the organization
• Delegate and automate tasks related to on and offboarding
• Accurately forecast spend and trend data regarding SaaS

The major benefits of SaaS management
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SaaS management enables us to truly share the responsibilities around onboarding and offboarding at Troops. Previously, it was up to me to ensure that everyone completed their tasks, and I often felt like I was a zookeeper wrangling the animals. Now, the action items are distributed to the right people, and the responsibility for ensuring completion isn’t just on my plate.

Greg Ratner

Co-Founder, CTO

SaaS management enables us to truly share the responsibilities around onboarding and offboarding at Troops. Previously, it was up to me to ensure that everyone completed their tasks, and I often felt like I was a zookeeper wrangling the animals. Now, the action items are distributed to the right people, and the responsibility for ensuring completion isn’t just on my plate.
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Greg Ratner

Co-Founder, CTO

Single-pane SaaS management

Maintaining a SaaS spreadsheet is not for the faint of heart. While having a single source of truth is, of course, a worthy project to undertake, it’s no small feat at a tech-focused organization like Troops. Compiling a spreadsheet that includes all of the apps in use and the relevant metadata regarding users, cost, renewals, and more, can take weeks or even months at any organization. Moreover, managing approvals, renewals, and compliance for all of these vendors could be a full-time job.

SaaS management makes it easy to manage everything related to those vendors, in one place. SaaS management is an automated process. SaaS management finds the SaaS subscriptions in use at Troops and organizes them all into a single view, so any stakeholder can visualize the relevant details with a few clicks of the mouse. Now, Troops can identify which apps their team members are using and how much they're spending on SaaS. This means no more spreadsheet management, and Ratner’s time is freed up to focus on strategic business initiatives.

Single-pane SaaS management

Shared responsibility for onboarding and offboarding

Another area where Greg was spending a large chunk of his time was onboarding and offboarding employees. Troops had an average of 55 items per employee that had to be completed during onboarding—ranging from background checks to signing the handbook to onboarding the new employee onto tools like GitHub and AWS.

 

“SaaS management enables us to truly share the responsibilities around onboarding and offboarding at Troops. Previously, it was up to me to ensure that everyone completed their tasks, and I often felt like I was a zookeeper wrangling the animals. Now, the action items are distributed to the right people, and the responsibility for ensuring completion isn’t just on my plate.”

Shared responsibility for onboarding and offboarding

Clear SaaS forecasting

On the finance and operations side of the house, SaaS forecasting can be a very important part of making sure the business remains healthy over the long haul. With SaaS management in place, the finance and ops teams can quickly view SaaS trends and build accurate forecasts for the business. They can see how much they are spending on apps and how that spend has changed over time. The team is also able to immediately identify wasteful spending across the organization and stop paying for extra licenses and zombie subscriptions. As Ratner puts it, “SaaS management is a key piece of Troops’ rapid, SaaS-enabled growth and success, and we’re excited to see how the platform evolves.”

Clear SaaS forecasting

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