The C.L.E.A.R. Methodology
Customer, Landscape, Evaluation, Adoption, Roadmap. Every SpearPoint engagement manages the full lifecycle through the same five phases, with a named deliverable at every one, whether the engagement is a single sourcing decision or a standing advisory relationship. It runs on SHELBY, our intelligence platform, with complete transparency.
Five phases. Click a step, or watch it walk itself.
Customer
Your business first. Goals, KPIs, constraints, and who actually has to be satisfied by the decision, captured before a single product enters the conversation. Business advisors before anything else.
Named deliverable
- Customer Outcome Brief: the objectives and success criteria everyone signs
- Stakeholder map and decision timeline
Landscape
What you own, what you pay, what's redundant, and where the market has moved. Contracts, invoices, and inventory pulled into one view, then set against current market research and live benchmarks.
Named deliverable
- Landscape Report: full inventory, spend baseline, renewal calendar
- Market read: what's changed and what it's worth
Evaluation
The entire market distilled to the two or three providers that fit, scored side by side against the criteria set in Customer. Every option is vetted, engineered, and benchmarked before you see it.
Named deliverable
- Evaluation Scorecard: weighted comparison, scripted demos, benchmarked pricing
- Recommendation with total cost, including exit costs
Adoption
Negotiate, contract, and implement with the advisor still at the table. Pricing, SLAs, term flexibility, and the go-live plan handled by someone who has done it many times, never handed off to a sales process.
Named deliverable
- Adoption Plan: negotiated terms, named owners, dates, escalation path
- Go-live oversight and sign-off
Roadmap
The relationship doesn't end at signature. Invoices reconciled to contracts, performance measured against SLAs, renewals planned before the auto-renew clause is, and the next decision already on the map.
Named deliverable
- Technology Roadmap: quarterly review, renewal strategy 90 days ahead
- Continuous monitoring through SHELBY
The deliverable at every step.
Customer
Your business first: your goals, your KPIs, what you are actually trying to do, and who has to be satisfied by the decision. Business advisors before anything else.
Deliverable: Customer Outcome Brief: objectives, success criteria, stakeholder map, decision timeline.
Landscape
What you own, what you pay, what's redundant, and where the market has moved. Contracts, invoices, and inventory pulled into one view, then set against current market research and live pricing benchmarks drawn from thousands of real engagements.
Deliverable: Landscape Report: full inventory, spend baseline, renewal calendar, market read.
Evaluation
The entire market distilled to the two or three providers that fit, scored side by side against the criteria set in Customer. Every option vetted, engineered, and benchmarked by a process built to protect buyers.
Deliverable: Evaluation Scorecard: weighted comparison, scripted demos, benchmarked pricing, total cost including exit costs.
Adoption
Negotiate, contract, and implement with the advisor still at the table. Pricing, SLAs, term flexibility, and the go-live plan handled by someone who has done it many times, never handed off to a sales process.
Deliverable: Adoption Plan: negotiated terms, named owners, dates, escalation path, go-live sign-off.
Roadmap
The relationship doesn't end at signature. Invoices reconciled to contracts, performance measured against SLAs, renewals planned 90 days before the auto-renew clause, and the next decision already on the map.
Deliverable: Technology Roadmap: quarterly review, renewal strategy, continuous monitoring through SHELBY.
The intelligence platform behind every phase.
SHELBY is SpearPoint's system of record: every contract, rate, SLA, and renewal date, reconciled monthly against what you're actually billed, with advisor compensation fully disclosed. It's how the Roadmap phase runs continuously instead of once a year.
One methodology, both sides of the house.
The advisory runs C.L.E.A.R. on every sourcing decision. Consulting runs it on strategy. Nested programs like SPEND Advantage are C.L.E.A.R. applied at scale to a specific use case. Same phases, same deliverables, same transparency.
See SHELBY → What we manage →