Advisor Tool

    IT Budget Planner

    Plan your technology budget across key categories with benchmarks and exportable summaries.

    Organization Context

    Budget Categories

    Security & Compliance

    Cybersecurity tools, compliance, training

    Benchmark: 8-15%

    Infrastructure & Cloud

    Servers, cloud services, networking

    Benchmark: 20-35%

    Business Applications

    SaaS, productivity, line-of-business apps

    Benchmark: 15-25%

    Customer Experience

    Contact center, communications, CRM

    Benchmark: 10-20%

    AI & Automation

    AI tools, RPA, intelligent automation

    Benchmark: 5-15%

    IT Support & Services

    Help desk, managed services, maintenance

    Benchmark: 15-25%

    Vendor & Licensing

    Software licenses, vendor contracts

    Benchmark: 10-20%

    Enter Your Budget Data

    Fill in current and planned spend by category to see analysis and benchmarks.

    Need help interpreting your results?

    Our advisors can walk you through your assessment and discuss next steps.

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