Methodology · SHELBY

The intelligence platform behind every engagement.

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 is how the Roadmap phase of C.L.E.A.R. runs continuously instead of once a year.

Every contract, every renewal, every dollar. Continuously.

INV

Inventory

One list of every service, supplier, location, term, rate, SLA, and renewal date — the thing most organizations don't have.

REC

Reconciliation

Monthly invoice-to-contract matching. Overages, errors, and missed SLAs identified and disputed for you.

90

Renewal intelligence

Alerts 90 days ahead of every auto-renew clause, with the market read and the renewal strategy attached.

TKT

Support and escalations

Tickets across every vendor in one view, owned by one point of contact until resolved.

$

Spend, rebates, and dividends

Spend by category, savings captured, and every SPEND rebate or program dividend tracked per contract.

DSC

Disclosure

Advisor compensation on every placed service, shown next to the spend. Complete transparency, always.

Why it matters

Vendor debt grows in the dark. SHELBY keeps the lights on.

Most vendor debt isn't a bad decision; it's an unwatched one. A renewal nobody saw, a seat count that never came down, an invoice nobody compared to the contract. SHELBY is the watching. The advisor is the acting.

  • Executive dashboards for leadership reviews
  • Proactive alerts on renewals, price changes, end-of-life
  • Reporting finance can reconcile against
  • Shared with you, not kept from you