Before you start
You need at least one environment and some data. An environment is a workspace for a client or your own organisation. Data can come from a file upload or a connected integration.
Step 1: Create an environment
Go to Environments and click New Environment. Enter a name, select the client, enter the employee count, and choose a data mode. The data mode controls how much detail OTIS collects — Metadata only for a quick overview, Structured for full integration data, Raw for document-level analysis.
Step 2: Add data
Go to Intake. Upload a CSV or Excel file of your technology spend, or connect an integration (Xero, Azure AD, Okta) to import data automatically. For a first analysis, a Xero export or a simple CSV with vendor names and monthly costs works well.
Step 3: Run the analysis
Once data is ingested, go to the environment and click Run Analysis. OTIS will classify vendors, detect waste patterns, fetch market benchmarks, and run the AI reasoning chain. Most analyses complete in 2-5 minutes.
Step 4: Review findings
Go to Findings to see the ranked list of waste identified. Each finding shows the issue type, estimated annual saving, and a recommended action. High priority findings appear first.
Step 5: Read the intelligence report
Go to Reports to see the full executive summary, theme analysis, and action plan. You can export this as a PDF for sharing with your CFO or board.
What to expect
For a typical 100-person organisation, the first analysis identifies £40,000-£90,000 in recoverable waste. The most common findings are inactive SaaS licences, contracts priced above market rate, and tools with duplicate functionality.
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