The Hidden Cost of Technology Misalignment.
Finance systems often tell one story, while technology divisions believe another. The numbers rarely match — and the truth usually lies somewhere in between. I’ve seen this disparity play out in many organisations: Each time, the solution was not just reconciliation, but transparency: aligning financial records with actual technology usage. Through chargeback models, asset validation, and service catalogues, organisations eliminated hidden costs, decommissioned waste, and built trust between Finance and IT. The lesson is clear: without bridging the gap between financial data and technology reality, strategic decisions risk being made on the wrong foundation. When both sides are aligned, not only do the numbers balance, but the business gains clarity, efficiency, and the ability to make the right choices for the future.
David Hole
10/23/20255 min read


The Hidden Cost of Misalignment
Over the past couple of weeks at Evangelize we have seen a familiar scene play out. A CFO presents technology spending figures whilst the CIO furrows their brow, certain the numbers don't match their department's records.
This disconnect between financial systems and technology reality isn't merely an accounting inconvenience—it's a strategic vulnerability that costs organisations millions in wasted resources, missed opportunities, and flawed decision-making.
The reason we have seen this is because through the lens of the Evangelize Performance Framework (EPF), we recently uncovered a pattern of financial-technology misalignment that plagues organisations of all sizes.
The disparities we discovered weren't trivial rounding errors but substantial gaps that fundamentally undermined strategic planning and resource allocation.
The Reality Check: When Numbers Tell Different Stories
Our client's experience exemplified a broader industry challenge. Their cloud services showed a stark £1.2 million discrepancy between Finance's £14 million figure and IT's £12.8 million estimate. The missing funds weren't lost to fraud or error—they were hiding in plain sight within untagged development environments and shadow IT initiatives that had escaped traditional governance structures.
Software licensing revealed an even more troubling pattern. Finance dutifully tracked £10 million in renewals, yet only £7 million worth of licences remained in active use. Three million pounds annually supported ghost systems—software licences for applications long since decommissioned but never removed from renewal cycles.
Network infrastructure presented its own mysteries. Finance recorded £5 million across various carriers whilst IT expected £3.5 million based on their service catalogues. The difference? Redundant circuits that continued consuming budget years after migration to more modern alternatives.
The EPF Approach: From Confusion to Clarity
The Evangelize Performance Framework provided the structured methodology needed to transform this chaos into clarity. Rather than treating these discrepancies as isolated accounting problems, EPF's six-stage approach revealed them as symptoms of deeper organisational disconnects.
Stage 1: REVIEW - Establishing the Comprehensive Baseline
EPF's REVIEW stage demands more than superficial data gathering. We conducted a 360-degree evaluation of the organisation's infrastructure, software, processes, and people. This comprehensive baseline assessment revealed not just what systems existed, but how financial records mapped—or failed to map—to actual technology assets.
The Comprehensive Baseline Assessment Report (CBAR) documented every variance between financial records and technology reality. More importantly, it identified the root causes: fragmented data sources, inconsistent naming conventions, and the absence of a unified service catalogue linking costs to capabilities.
Stage 2: ASSESS - Quantifying the True Impact
Armed with baseline data, the ASSESS stage deployed Technology Business Management (TBM) principles to create unprecedented cost transparency. TBM's taxonomy provided a common language bridging Finance and IT perspectives, transforming technical metrics into business-relevant insights.
The Diagnostic & Opportunity Analysis Report (DOAR) quantified not just the £5.7 million in immediate discrepancies but the broader implications: delayed projects due to budget uncertainty, risk exposure from unknown assets, and the opportunity cost of resources allocated to non-existent services.
Stage 3: DESIGN - Architecting the Solution
The DESIGN stage leveraged the Five Case Model to build a robust business case for transformation. The Strategic Case demonstrated clear alignment with organisational objectives of operational efficiency and strategic agility. The Economic Case revealed a compelling return: implementing proper financial-technology alignment would recover the identified £5.7 million whilst preventing future waste.
The solution architecture comprised three core components:
A unified service catalogue mapping all technology assets to business services
Automated discovery and tagging of cloud resources
Real-time dashboards providing both Finance and IT with a single source of truth
Stage 4: ENGAGE - Mobilising the Organisation
Technology solutions alone couldn't bridge the Finance-IT divide. The ENGAGE stage focused on the human element, recognising that sustainable change requires cultural transformation alongside system implementation.
We established cross-functional teams pairing finance analysts with technology architects. These teams didn't just reconcile numbers—they built shared understanding of how technology investments drive business value. The Change Management Master Plan addressed resistance points, particularly around new accountability structures that made cost transparency everyone's responsibility.
Stage 5: ORCHESTRATE - Dynamic Value Delivery
Implementation followed EPF's principle of continuous value realisation. Rather than a "big bang" approach, we orchestrated phased delivery that demonstrated immediate wins whilst building toward comprehensive transformation.
Month one saw the implementation of automated cloud tagging, immediately capturing that elusive £1.2 million in shadow IT spending. Month two brought the software asset management platform online, triggering the first wave of licence optimisations. By month three, live dashboards showed Finance and IT leaders the same real-time view of technology investments and their business impact.
Stage 6: INTEGRATE - Embedding Excellence
The final stage ensured these improvements became business as usual rather than one-off fixes. Integration with ITIL 4 service management practices embedded cost transparency into everyday operations. Every new technology investment now included financial tagging from inception. Quarterly reviews brought Finance and IT together to validate alignment and identify emerging discrepancies before they could accumulate.
The Transformation: From Reconciliation to Partnership
The quantitative results spoke volumes: £5.7 million in immediate savings, 40% reduction in budget variance, and 60% faster budget planning cycles. Yet the qualitative transformation proved equally valuable. Finance and IT evolved from suspicious counterparts to strategic partners, united by shared visibility and common objectives.
The TBM implementation revealed technology's true cost structure, enabling informed trade-offs between cost, performance, and risk. Service owners could now see the full cost of their decisions, whilst business leaders understood exactly what technology investments delivered to their bottom line.
Lessons for Tomorrow's Leaders
This transformation offers critical insights for organisations grappling with similar challenges:
Data Transparency Drives Trust: When both Finance and IT work from the same validated data, conversations shift from defending positions to solving problems. The EPF framework's emphasis on comprehensive baselines ensures all stakeholders start from a common understanding.
Process Precedes Technology: Whilst modern tools enabled the transformation, success hinged on establishing clear processes and governance. EPF's structured approach ensures technology serves strategic objectives rather than creating new silos.
Cultural Change Enables Sustained Value: The most sophisticated systems fail without organisational buy-in. EPF's ENGAGE stage recognises that lasting transformation requires hearts and minds, not just spreadsheets and systems.
Continuous Improvement Prevents Regression: Static solutions inevitably decay. EPF's INTEGRATE stage builds continuous validation and improvement into operational DNA, preventing the gradual drift that created the original problems.
The Path Forward
The divide between financial records and technology reality need not be inevitable. Through systematic application of the Evangelize Performance Framework, organisations can transform confusion into clarity, waste into value, and conflict into collaboration.
The journey begins with acknowledging the problem—those spreadsheets that don't quite match, those invoices that seem too high, those projects that somehow cost more than budgeted. From that honest starting point, EPF provides the roadmap to alignment, transparency, and strategic advantage.
In an era where technology drives competitive differentiation, organisations cannot afford the luxury of financial-technology misalignment. The question isn't whether to bridge this divide, but how quickly you can begin the journey. The framework exists, the benefits are proven, and the only requirement is the courage to shine light into the shadows where millions in value currently hide.
When Finance and IT align around transparent, validated data, organisations don't just save money—they unlock the strategic agility needed to thrive in an increasingly digital future. The Evangelize Performance Framework transforms this vision from aspiration to achievement, one systematic stage at a time.
