Frequently Asked Questions

Calero is a Technology Business Management (TBM) platform that helps organizations discover, govern, optimize, and manage technology across telecom, mobility, SaaS, and market data. By unifying inventory, expenses, contracts, workflows, analytics, and automation in a single platform, Calero helps organizations move from insight to action, faster.

Calero is headquartered in Rochester, New York, USA, with additional offices and operations supporting customers across North America, Europe, and Asia-Pacific. This global presence enables Calero to provide consistent service for multinational organizations while maintaining regional expertise.

Calero has more than 30 years of experience helping organizations manage complex technology environments. Over three decades, the company has evolved alongside the technology landscape. From telecom expense management to today’s unified approach encompassing SaaS, mobility, market data, and broader technology business management, Calero has remained a leader in innovation and taking customers from insights to action, faster.

Calero differentiates itself by providing a unified technology management platform rather than separate point solutions.

Instead of managing telecom, mobility, SaaS, and market data independently,
Calero brings them together through:

• A single source of truth for technology inventory and spend
• Unified analytics and reporting
• Automated workflows and governance
• End-to-end lifecycle management
• AI-powered insights through Calero Assistant
• Global managed services
• Extensive integrations with enterprise systems

This unified approach gives organizations greater visibility, stronger governance, and faster decision-making across their entire technology estate.

Calero is designed to support the teams responsible for managing, governing, and optimizing technology across the enterprise. Rather than serving a single department, Calero provides a unified platform that enables IT, Procurement, Finance, and Operations to work from the same source of truth while addressing their unique priorities.

IT gains visibility into technology assets, SaaS applications, telecom services, mobility, and market data to strengthen governance, improve security, automate workflows, and manage the full technology lifecycle.

Procurement uses Calero to centralize vendor management, streamline purchasing, manage contracts and renewals, negotiate from accurate usage and spend data, and ensure technology investments align with business needs.

Finance benefits from accurate cost allocation, invoice validation, budgeting, forecasting, spend analytics, and continuous technology cost optimization to improve financial governance and reporting.

Operations leverages Calero to automate manual processes, standardize workflows, improve inventory accuracy, accelerate service delivery, and increase operational efficiency across the technology estate.

By connecting technology inventory, expenses, contracts, analytics, and workflows in a single platform, Calero enables every stakeholder to make faster, more informed decisions while improving collaboration across departments. Instead of working in disconnected systems, IT, Procurement, Finance, and Operations operate from one unified view of the organization’s technology investments.

Calero supports organizations across a wide range of industries, including:

• Banking and Financial Services
• Healthcare
• Manufacturing
• Retail
• Technology and Software
• Higher Education
• Government
• Energy and Utilities
• Transportation
• Professional Services

The platform is designed to be configurable and industry vertical-agnostic to support customers of all sizes. No matter the customer’s environment, Calero’s gold-standard approach to implementation ensures success and speed-to-value for all customer needs.

Calero is trusted by more than 3,000 organizations across 102 countries, helping enterprises manage billions of dollars in technology spend across telecom, mobility, SaaS, and market data.

Calero supports customers in more than 100 countries through its global platform, managed services, and regional operations. The platform is designed to help multinational organizations manage technology consistently across carriers, vendors, currencies, languages, and business units.

Calero’s platform is built for global organizations and can process invoices in any language and currency. It also supports multi-currency reporting and analysis, with support for more than 100 currencies and configurable exchange rates, making it easier to manage technology spending across international operations.

Calero also offers Mobility Service (“Help”) Desk through multiple communication channels like phone, chat, and email. With the live translation tool embedded into the software, Calero supports real-time bi-directional translation in over 100 languages via phone.

Security is built into every layer of the Calero platform.

Calero maintains an Information Security and Privacy Program certified to ISO 27001:2022 and ISO 27701:2019, while also maintaining a SOC 2 Type II certification. The platform includes multiple layers of protection, including:

• Multi-factor authentication (MFA)
• Encryption for data in transit and at rest
• Continuous monitoring and threat detection
• Secure credential management
• Business continuity and disaster recovery planning
• Incident response processes
• Secure software development and change management

Calero also adheres to strict security guidelines in accordance to the EU General Data Protection Regulation (GDPR) and California Consumer Protection Act (CCPA). These practices allow organizations to feel confident in how Calero manages sensitive technology and financial data.

Yes. Calero supports single sign-on (SSO) along with role-based access controls and multiple authentication methods that align directly to the customer’s policies and preferences. Organizations can securely manage user access while ensuring employees only see the data and functionality appropriate to their role.

Calero provides ongoing support through dedicated account teams that remain engaged beyond implementation. Customers receive operational guidance, strategic reviews, savings reporting, governance recommendations, and regular business reviews to help ensure they continue maximizing value from the platform.

For mobility customers, Calero also provides in-house Managed Mobility Services with global support resources such as service desk, order desk, and logistics.

Yes. Calero actively collaborates with customers through programs such as its Customer Advisory Council, where customers can help shape the future of the platform, provide product feedback, preview upcoming capabilities, exchange best practices with peers, and influence product roadmap priorities. In addition, Calero regularly hosts webinars, educational events, and customer-focused sessions that encourage collaboration and knowledge sharing.

Yes. Calero is designed to integrate with a wide variety of systems that have an open API, including ERP, AP, GL, ITSM, HR, identity management, procurement, and financial applications. The platform’s integration and orchestration capabilities through Calero ConnectIQ help organizations unify data across their technology ecosystem without lengthy or complicated engineering, reducing manual processes.

Organizations choose Calero because it delivers more than visibility—it enables action.
With one unified platform, organizations can:

• Discover technology assets and expenses
• Govern spending through automated workflows
• Optimize costs across telecom, mobility, SaaS, and market data
• Improve security and compliance
• Automate manual processes
• Gain AI-powered insights
• Support global operations from a single source of truth

By connecting data, analytics, governance, and automation, Calero helps organizations simplify technology management while making faster, more informed business decisions.

Unified Technology Expense Management is the practice of managing every category of technology spend—including telecom, mobility, SaaS, market data, cloud, and AI—from a single platform.

Rather than managing each technology domain independently, organizations gain one source of truth for:

• Technology inventory
• Expenses and invoices
• Contracts and renewals
• Procurement
• Governance
• Analytics and reporting
• Workflow automation
• Lifecycle management

Calero’s Unified Technology Expense Management platform helps organizations connect these traditionally siloed functions to improve visibility, governance, and cost optimization across the entire technology estate.

Technology Expense Management is the process of tracking, governing, optimizing, and managing the costs associated with an organization’s technology investments.

Unlike traditional expense management, Technology Expense Management spans the full lifecycle of technology assets and services, including:

• Telecom
• Mobility
• SaaS
• Market data
• Cloud services
• Emerging AI technologies

Calero enables organizations to move beyond simply paying invoices by connecting technology expenses with inventory, contracts, workflows, and business intelligence.

Traditional Telecom Expense Management focuses primarily on carrier invoices, circuits, and telecommunications services.

Unified Technology Expense Management expands that discipline across every major technology category.

This allows organizations to manage:

• Telecom
• Mobility
• SaaS
• Market data
• Cloud
• AI and emerging technologies

Using one platform instead of multiple point solutions improves visibility, reduces duplicate work, and creates more consistent governance across the enterprise.

Technology Business Management (TBM) is a framework that helps organizations understand the cost, value, and business impact of technology investments.

Technology Business Management connects financial, operational, and technology data so leaders can make more informed investment decisions.

Calero supports Technology Business Management by providing unified visibility into technology assets, spending, contracts, usage, and operational performance, helping IT and Finance align technology investments with business objectives.

IT Financial Management focuses on planning, budgeting, forecasting, allocating, and optimizing technology investments.

Unified Technology Expense Management strengthens IT Financial Management by providing accurate, connected data across the entire technology environment.

Organizations gain:

• More accurate budgeting
• Better cost allocation
• Improved forecasting
• Continuous spend monitoring
• Financial transparency
• Renewal visibility
• Executive reporting

Calero gives Finance and IT a shared view of technology spending, enabling faster, data-driven decisions.

Many organizations struggle to control technology costs because spending is spread across multiple systems, vendors, and departments.

A unified platform helps organizations reduce costs by:

• Identifying duplicate technology
• Eliminating unused services
• Optimizing software licenses
• Improving telecom and mobility spending
• Managing renewals proactively
• Standardizing procurement
• Automating invoice validation
• Improving vendor visibility

Rather than relying on one-time audits, Calero continuously identifies opportunities for IT cost optimization across the technology lifecycle.

Technology lifecycle management is the process of managing technology assets and services from procurement through retirement.

Typical lifecycle stages include:

• Planning
• Procurement
• Deployment
• Inventory management
• Expense management
• Usage monitoring
• Renewal
• Optimization
• Retirement

Calero automates technology lifecycle management across multiple technology categories, helping organizations maintain accurate inventories, reduce manual work, and improve governance.

Renewal management is the process of proactively managing technology contracts before they expire.

Without a structured renewal strategy, organizations often experience:

• Automatic renewals
• Higher costs
• Duplicate services
• Missed negotiation opportunities
• Budget surprises

Calero provides centralized renewal visibility across telecom, SaaS, market data, mobility, and other technology investments, helping organizations negotiate from a position of data rather than assumptions.

Digital transformation often introduces new technologies, vendors, and spending models that increase complexity across the enterprise.

Unified Technology Expense Management helps organizations support digital transformation by:

• Providing visibility into technology investments
• Automating governance
• Standardizing workflows
• Improving financial accountability
• Accelerating decision-making
• Reducing manual processes
• Connecting technology data across business functions

Calero enables organizations to modernize their technology operations without sacrificing financial control or governance.

Many organizations use separate systems for telecom, mobility, SaaS, procurement, inventory, and financial reporting.

This creates:

• Data silos
• Duplicate work
• Inconsistent reporting
• Limited visibility
• Slower decision-making

A unified platform connects every technology category into one operational framework.

With Calero, organizations gain:

• One technology inventory
• One analytics engine
• One governance framework
• One workflow engine
• One reporting platform
• One source of truth for technology spending

This unified approach helps IT, Finance, Procurement, and Operations collaborate more effectively while reducing operational complexity.

Managed technology services combine software with operational expertise to help organizations manage complex technology environments more efficiently.

These services may include:

• Invoice processing
• Vendor management
• Procurement support
• Renewal management
• Inventory administration
• Reporting
• Optimization recommendations
• Service desk support

Calero combines managed services with automation and analytics, allowing organizations to choose the level of operational support that best fits their business.

As organizations modernize their infrastructure, they often migrate to cloud networking, SD-WAN, unified communications, and other digital workplace technologies.

A unified technology management platform helps organizations:

• Track evolving network services
• Govern unified communications investments
• Manage carrier contracts
• Monitor technology spending
• Support infrastructure modernization
• Improve visibility across network assets
• Simplify vendor management

By connecting network transformation initiatives with broader technology governance, Calero helps organizations modernize their environments while maintaining financial discipline and operational control.

The best Technology Expense Management solutions go beyond expense tracking to provide end-to-end governance across the technology lifecycle.

Look for capabilities such as:

• Multi-category technology management
• Inventory and asset visibility
• Spend management
• Lifecycle management
• Renewal management
• Workflow automation
• Analytics and AI-powered insights
• Vendor and contract management
• Procurement support
• Managed services
• Enterprise integrations

Calero brings these capabilities together in a unified platform, helping organizations manage telecom, mobility, SaaS, market data, and other technology investments through a single source of truth.

Organizations choose Calero because technology can no longer be managed effectively in silos.

Calero unifies technology expense management across every major technology category, enabling organizations to:

• Discover technology assets and services
• Govern technology spending through automated policies
• Optimize costs continuously—not just during audits or renewals
• Manage the full technology lifecycle
• Improve collaboration between IT, Finance, Procurement, and Operations
• Gain AI-powered insights through the Calero Assistant
• Turn technology data into faster, more informed business decisions

By bringing technology inventory, expenses, contracts, analytics, workflows, and managed services together in one platform, Calero helps organizations transform fragmented technology management into a unified strategy that supports growth, governance, and long-term operational excellence.

Telecom Expense Management (telecom expense management) is the process of managing, optimizing, and governing an organization’s telecommunications services, expenses, assets, and inventory throughout their entire lifecycle.

A Telecom Expense Management solution helps organizations:

• Track telecom inventory across carriers and locations
• Manage telecom invoices, allocation, chargeback, billing, and payment
• Audit telecom expenses for billing errors
• Optimize telecom costs and usage
• Automate order management and provisioning
• Improve visibility across telecom assets and services
• Support procurement and contract management

Modern Telecom Expense Management systems combine inventory management, invoice processing, lifecycle management, analytics, and workflow automation into a single platform.

Telecom management is the practice of overseeing an organization’s telecommunications environment, including mobile devices, fixed voice, internet services, circuits, cloud communications, contracts, vendors, inventory, and expenses.

Enterprise telecom management extends beyond paying invoices—it helps organizations maintain accurate inventories, control spending, streamline service delivery, and improve operational efficiency.

An effective Telecom Expense Management program helps organizations:

• Reduce unnecessary telecom costs
• Improve invoice accuracy
• Identify billing errors through telecom audits
• Maintain accurate telecom inventory
• Simplify telecom procurement
• Automate service orders and disconnects
• Improve visibility into telecom assets
• Strengthen governance and compliance
• Eliminate manual processes
• Support better budgeting and forecasting

Many organizations also gain better collaboration between IT, Finance, Procurement, and Operations.

Telecom Expense Management reduces costs by identifying unnecessary spending across your telecom environment.

A telecom expense management platform can:

• Detect billing errors
• Identify unused or underutilized services & assets
• Remove duplicative voice, data, and service items, including ports, access, DIDs, MPLS, and SIP trunks.
• Eliminate inactive lines
• Optimize carrier and vendor contracts
• Improve inventory accuracy
• Prevent unnecessary purchases
• Validate invoices before payment
• Track return on investment of telecom investments

Continuous monitoring helps organizations control telecom costs over time instead of relying on one-time audits.

A telecom audit is the process of reviewing telecom invoices, contracts, inventory, and carrier services to identify billing errors, overcharges, unused services, and optimization opportunities.

A telecom expense audit typically includes:

• Invoice validation
• Contract compliance checks
• Billing error detection
• Inventory reconciliation
• Service verification
• Usage analysis

Rather than performing audits manually, many organizations use telecom audit solutions that continuously validate invoices before payment.

Telecom inventory management is the process of maintaining an accurate record of every telecom asset and service across the organization.

This includes:

• Landlines
• Circuits
• Internet connections
• Network services
• Carrier accounts
• Cloud communications (Unified Communications as a Service)
• Service locations

Accurate telecom inventory management helps eliminate unnecessary spending, speeds troubleshooting, and improves operational planning.

Telecom inventory management software provides a centralized system for tracking telecom assets, services, carrier relationships, and network inventory throughout their lifecycle.

Organizations use telecom inventory management software to:

• Maintain a single source of truth
• Track service moves, adds, changes, and disconnects (MACDs)
• Monitor inventory accuracy
• Improve lifecycle management
• Support audits
• Connect inventory with invoices and contracts for accurate billing

Telecom lifecycle management governs every stage of a telecom service or asset—from procurement through retirement.

Typical lifecycle stages include:

• Request
• Approval
• Procurement
• Provisioning
• Inventory updates
• Invoice validation
• Optimization
• Renewal
• Disconnect
• Asset retirement

Lifecycle management ensures every service remains accurate, necessary, and properly documented.

Telecom order management is the process of requesting, approving, provisioning, tracking, and completing telecom service changes.

This includes:

• New services
• Device orders
• Carrier changes
• Telecom installations
• Upgrades
• Number porting
• Moves, adds, changes, and disconnects (MACDs)

Modern telecom order management systems automate workflows, approvals, and vendor coordination to reduce delays and manual work.

Effective order management helps ensure that telecom billing matches the services actually delivered.

By connecting orders with inventory and invoices, organizations can:

• Prevent billing for disconnected services
• Verify completed installations
• Reduce provisioning errors
• Catch billing discrepancies
• Improve invoice accuracy

This process reduces unnecessary telecom expenses and improves financial control.

A telecom procurement strategy helps organizations purchase telecom services more efficiently while controlling long-term costs.

An effective strategy includes:

• Service benchmarking and quote comparison
• Carrier sourcing
• Contract management
• Competitive pricing and negotiation
• Service standardization
• Lifecycle governance
• Vendor performance monitoring
• Inventory validation before purchases

When combined with Telecom Expense Management, procurement decisions become data-driven rather than reactive.

Telecom asset management software tracks physical and virtual telecom assets throughout their lifecycle.

These assets may include:

• Routers
• Network equipment
• Phone numbers
• Circuits
• Voice services
• Internet connections

Asset management is most valuable when combined with inventory, invoices, procurement, and lifecycle workflows.

The best Telecom Expense Management software should provide:

• A single, unified platform
• Automated invoice processing
• Telecom inventory management
• Continuous telecom audits
• Cross-system orchestration with vendor platforms
• Order management workflows
• Holistic asset lifecycle management
• Reporting and analytics
• Carrier integrations
• Procurement support
• Cost optimization
• Workflow automation and intelligence
• Enterprise security
• Scalable cloud architecture

A unified platform helps organizations manage telecom operations from a single source of truth.

Telecom Expense Management services combine software with expert support to help organizations manage telecom operations more effectively.

Telecom expense management services may include:

• Invoice loading and processing
• Bill audits
• Carrier dispute management
• Managed invoice bill payment
• Inventory management
• Procurement assistance
• Order management
• Reporting
• Cost optimization
• Lifecycle management
• Managed telecom administration

Organizations can choose fully managed services, self-service software, or a hybrid approach.

Telecom Expense Management companies vary significantly in the capabilities they provide.
When evaluating providers, look for solutions that offer:

• A single, unified platform
• End-to-end lifecycle management
• Automated telecom auditing
• Telecom inventory management
• Order management
• Invoice automation
• Procurement workflows
• Analytics and reporting
• Enterprise scalability
• Adherence to security standards like ISO 27001, ISO 27701, GDPR, SSAE 18 SOC 2,
• German data privacy laws, and CCPA.
• Integration with IT, financial, ERP, and HR systems

The strongest telecom expense management providers deliver continuous governance and automation—not just invoice processing.

Network visualization provides a graphical view of telecom services, assets, locations, and connectivity across the enterprise.

This helps organizations:

• Understand network relationships
• Identify redundant services
• Troubleshoot faster
• Improve inventory accuracy
• Support planning and optimization
• Make more informed infrastructure decisions

When connected with inventory and expense data, network visualization delivers greater operational insight that leads to action, faster.

Enterprise Mobility Management, or simply mobility expense management, is the strategy, technology, and governance framework organizations use to securely manage mobile devices, applications, users, and wireless services across the enterprise.

• An Enterprise Mobility Management solution helps organizations:
• Manage enterprise mobile devices
• Secure corporate data on mobile endpoints
• Automate device provisioning and lifecycle management
• Control wireless spending
• Improve inventory visibility
• Support compliance and security policies
• Streamline mobile operations

Calero combines Enterprise Mobility Management with Mobility Expense Management, device lifecycle management, and analytics to help organizations gain complete visibility and control over their mobile environment from a single platform.

Managed Mobility Services (MMS) are outsourced services that help organizations manage the complete lifecycle of enterprise mobile devices, wireless carriers, and mobility programs.

A Managed Mobility Services provider can assist with:

• Device procurement
• Mobile ordering and fulfillment
• Inventory management
• Carrier management
• Wireless expense management
• Help desk support
• Device refreshes
• Forward Logistics (staging/kitting) and Reverse Logistics (recycle/secure disposal)
• Repairs and replacements
• Asset recovery
• Reporting and analytics

Calero’s Managed Mobility Services combine expert support with automation, giving organizations greater control while reducing the operational burden on internal IT teams.

Mobility Expense Management is the process of monitoring, managing, and optimizing wireless carrier costs, mobile devices, and mobility services.

A Mobility Expense Management solution helps organizations:

• Validate carrier invoices
• Identify billing errors
• Identify zero-usage devices
• Optimize wireless plans
• Eliminate unused lines
• Track mobile inventory
• Allocate costs accurately
• Improve budget forecasting

As part of Calero’s Unified Technology Management platform, Mobility Expense Management connects expense data with inventory, procurement, workflows, and analytics to improve financial governance.

Enterprise mobility and enterprise mobility management refers to the technologies, policies, and services that allow employees to securely access business applications and data from smartphones, tablets, laptops, and other mobile devices.

Modern enterprise mobility extends beyond device management to include:

• Enterprise mobility security adherence
• Device lifecycle management
• Identity and access management
• Wireless expense management
• Mobile analytics
• Application management
• Policy automation

Successful enterprise mobility strategies balance workforce productivity with strong governance and security.

Device lifecycle management is the process of managing enterprise mobile devices from procurement through retirement.

Typical lifecycle stages include:

• Device and plan selection
• Procurement
• Deployment
• Enrollment
• Inventory management
• Security policy enforcement
• Repairs and replacements
• Refresh planning
• Recovery
• Secure disposal

Calero automates mobile device lifecycle management to reduce manual work, improve visibility, and ensure every device remains compliant throughout its lifecycle.

Mobile device inventory management provides a centralized record of every enterprise mobile asset, including smartphones, tablets, SIM cards, eSIMs, accessories, IoT devices, users, and carrier services.

Accurate inventory management helps organizations:

• Eliminate lost assets
• Improve lifecycle tracking
• Support audits
• Simplify upgrades
• Reduce unnecessary purchases
• Improve reporting
• Strengthen operational efficiency

Calero maintains a continuously updated inventory that connects devices, users, wireless services, and expenses into a single source of truth.

Wireless Expense Management focuses specifically on managing the costs associated with mobile devices, wireless carriers, voice plans, and data services.

Wireless Expense Management software helps organizations:

• Process carrier invoices
• Identify billing discrepancies
• Optimize rate plans
• Monitor roaming charges
• Allocate costs
• Improve forecasting
• Control wireless spending

Calero combines Wireless Expense Management with device inventory, lifecycle management, procurement, and analytics for complete mobility governance.

Organizations commonly struggle with:

• Rising mobile costs
• Device inventory accuracy
• Security and compliance
• Managing remote employees
• Carrier complexity
• Device lifecycle management
• Manual provisioning
• Asset visibility
• Wireless invoice management
• Supporting global users

Calero helps organizations overcome these challenges through automation, centralized management, and unified visibility across the entire mobility ecosystem.

These enterprise mobility models differ primarily in device ownership and control.

BYOD (Bring Your Own Device) allows employees to use personal devices for work.

CYOD (Choose Your Own Device) allows employees to select from a list of company-approved devices that remain managed by IT.

COBO (Corporate-Owned, Business-Only) provides employees with a device that is strictly used for corporate-regulated business purposes and oftentimes might stay within the business premises when not in use.

COPE (Corporate-Owned, Personally Enabled) provides employees with company-owned devices that may also be used for personal activities while maintaining enterprise security controls.

Many organizations are shifting from BYOD toward CYOD, COBO, or COPE because these approaches provide stronger security, improved compliance, better lifecycle management, and more predictable support.

COPE (Corporate-Owned, Personally Enabled) is a mobile security model where organizations own and manage employee devices while allowing limited personal use.

COPE improves cybersecurity by enabling organizations to:

• Enforce security policies
• Manage software updates
• Protect corporate data
• Remotely lock or wipe devices
• Maintain compliance
• Improve endpoint visibility

For organizations managing sensitive information, COPE often provides stronger governance than traditional BYOD programs.

CYOD (Choose Your Own Device) is an enterprise mobility strategy that allows employees to select a company-approved device while the organization maintains ownership and management.

Compared to BYOD, CYOD offers:

• Greater security
• Standardized support
• Better inventory management
• Improved compliance
• Simplified lifecycle management
• Lower long-term operational costs

Many organizations adopt CYOD to balance employee flexibility with enterprise governance.

Enterprise mobility security protects corporate data, users, devices, and applications across the mobile ecosystem.

An effective mobility security strategy includes:

• Mobile Device Management (MDM)
• Identity and access controls
• Encryption
• Device compliance policies
• Application security
• Threat detection
• Secure provisioning
• Endpoint visibility

Calero supports enterprise mobility security by integrating inventory, policy automation, lifecycle management, and expense governance into a unified platform.

An eSIM (embedded SIM) is a digital SIM built directly into a device, eliminating the need for a physical SIM card.

Unlike traditional SIM cards, eSIM technology allows organizations to:

• Activate devices remotely
• Switch carriers digitally
• Deploy devices faster
• Support international users
• Simplify inventory management

As enterprise adoption grows, eSIM technology is becoming an important component of modern global mobility programs.

Global mobility management is the process of managing enterprise mobile devices, wireless carriers, and mobility programs across multiple countries.

Organizations with international operations often need to:

• Support multiple carriers
• Manage global contracts
• Ensure regional device policy adherence
• Control international roaming costs
• Coordinate device logistics
• Maintain regulatory compliance

Calero helps global enterprises centralize mobility operations while providing visibility into devices, inventory, expenses, and carrier relationships worldwide.

Mobility analytics help organizations make data-driven decisions about devices, costs, security, and operations.

Useful analytics include:

• Wireless spending trends
• Device utilization
• Zero-Usage
• Inventory accuracy
• Carrier performance
• Lifecycle status
• Upgrade forecasting
• Security compliance
• Mobile usage patterns
• Cost allocation
• Policy compliance

Calero delivers real-time dashboards and analytics that transform mobility data into actionable insights for IT, Finance, Procurement, and Operations.

Enterprise Mobility Management solutions help organizations reduce complexity while improving governance across the mobile ecosystem.

With Calero, organizations can:

• Reduce wireless spending
• Improve inventory accuracy
• Automate device lifecycle management
• Streamline mobile ordering and fulfillment
• Strengthen enterprise mobility security
• Improve carrier management
• Increase operational efficiency
• Gain complete visibility across enterprise mobility
• Connect mobility management with Telecom Expense Management and SaaS
• Management through a unified technology management platform

Rather than managing devices, expenses, inventory, and workflows in separate systems, Calero brings them together to help organizations move from insight to action, faster.

SaaS Management is the process of discovering, governing, optimizing, and managing software-as-a-service (SaaS) applications throughout their entire lifecycle.

A modern SaaS Management platform helps organizations:

• Discover all SaaS applications
• Track software subscriptions
• Monitor license usage
• Manage renewals
• Reduce unnecessary spending
• Improve security and compliance
• Govern Shadow IT
• Optimize vendor relationships
• Provide analytics and reporting

Calero’s SaaS Management platform brings application discovery, spend management, governance, analytics, and workflow automation together to help organizations manage their SaaS ecosystem from a single platform.

SaaS Spend Management focuses on controlling, optimizing, and governing the money organizations spend on cloud software.

A SaaS Spend Management platform helps organizations:

• Discover SaaS expenses
• Track subscription costs
• Eliminate duplicate applications
• Reduce unused licenses
• Monitor departmental spending
• Forecast future software costs
• Improve budgeting
• Orchestrate onboarding/offboarding processes
• Support procurement decisions

Instead of reviewing software costs only at renewal time, Calero enables organizations to continuously monitor and optimize SaaS spend throughout the year.

Organizations often overspend on SaaS because they lack visibility into application usage, duplicate subscriptions, lack clear application program ownership, decentralized purchasing.

The most effective ways to reduce SaaS spend include:

• Discovering all SaaS applications
• Removing or downgrading unused licenses
• Consolidating overlapping tools
• Optimizing license assignments
• Managing renewals proactively
• Negotiating contracts using usage data
• Eliminating Shadow IT
• Improving procurement governance

Calero helps organizations continuously identify savings opportunities while maintaining business productivity.

SaaS discovery is the process of identifying every software application employees use across the organization—including applications purchased outside of IT.

Application discovery helps organizations:

• Identify Shadow IT
• Understand software usage
• Discover unmanaged subscriptions
• Improve security
• Reduce duplicate software
• Build an accurate SaaS inventory
• Support governance initiatives

Continuous SaaS discovery is the foundation of effective SaaS Management. Calero supports this process by combining SSO integrations, endpoint visibility, financial data, and other technology signals to uncover both managed and unmanaged applications, giving organizations a unified, continuously updated view of their SaaS environment.

Shadow IT refers to software, applications, or cloud services that employees adopt without the knowledge or approval of the IT organization.

Shadow IT can create:

• Security risks
• Compliance challenges
• Duplicate spending
• Unmanaged renewals
• Software sprawl
• Licensing issues
• Limited visibility into business applications

Calero helps organizations detect Shadow IT early by discovering SaaS applications across the enterprise and connecting that information with spend, usage, and governance workflows.

SaaS governance is the framework of policies, processes, and automation used to control how software applications are purchased, managed, secured, and retired.

A strong SaaS governance framework includes:

• Application approval workflows
• Procurement policies
• Security reviews
• Renewal governance
• License management
• Vendor oversight
• Usage monitoring
• Compliance reporting
• Unified data orchestration

Calero helps organizations implement governance without slowing innovation by automating policies across the SaaS lifecycle.

SaaS optimization is the continuous process of maximizing the value of software investments while minimizing unnecessary spending.

Optimization typically includes:

• License refinement and deprovisioning
• Usage analysis
• Vendor consolidation
• Contract renewal planning and negotiation
• Cost allocation
• Application rationalization
• User adoption analysis

Rather than relying on periodic audits, Calero continuously analyzes SaaS environments to identify opportunities for optimization.

SaaS lifecycle management governs every stage of a software application’s lifecycle.
Typical lifecycle stages include:

• Discovery
• Evaluation and rationalization
• Procurement
• Contract approval
• Deployment
• User onboarding
• License management
• Usage monitoring
• Renewal
• Retirement and offboarding

Calero helps organizations manage the complete lifecycle, which helps improve governance, reduce costs, and maintain accurate software inventories.

SaaS renewal management ensures organizations proactively manage software renewals instead of reacting when contracts expire.

An effective renewal strategy includes:

• Renewal notifications
• Usage analysis
• License optimization
• Vendor benchmarking
• Contract reviews
• Negotiation planning
• Budget forecasting

Calero provides renewal intelligence that helps organizations negotiate from a position of data rather than assumptions.

Successful SaaS negotiations begin long before the renewal date.

Organizations should evaluate:

• Actual software usage
• License utilization
• Business adoption
• Renewal timelines
• Pricing benchmarks
• Contract terms
• Vendor performance
• Future business requirements

Calero equips Procurement and IT teams with the usage and spend insights needed to negotiate more favorable SaaS agreements.

SaaS contract management is the process of organizing, tracking, and governing software agreements throughout their lifecycle.

Effective contract management helps organizations:

• Track contract dates
• Manage renewals
• Monitor obligations
• Reduce renewal surprises
• Improve vendor accountability
• Support procurement
• Improve compliance

When contract information is connected with spend, inventory, and usage data, organizations gain a more complete view of software investments.

SaaS license management ensures software licenses are assigned appropriately, actively used, and aligned with business needs.

Effective license management helps organizations:

• Eliminate unused licenses
• Reclaim inactive seats
• Optimize license tiers
• Reduce overspending
• Improve compliance
• Support audits
• Increase software ROI

Calero combines license management with application discovery, usage analytics, and renewal management to maximize software value.

Software Asset Management (SAM) is the discipline of managing software assets throughout their lifecycle to improve governance, compliance, and financial performance.

Software Asset Management includes:

• Software inventory
• License management
• Software audits
• Vendor management
• Procurement
• Compliance
• Lifecycle management
• Cost optimization

For organizations managing cloud applications, SaaS Management extends traditional Software Asset Management by providing visibility into subscriptions, cloud usage, and decentralized purchasing.

Software license management is the practice of tracking software entitlements, license assignments, and usage to ensure organizations purchase the right number of licenses while maintaining compliance.

Best practices include:

• Maintaining accurate inventories
• Monitoring utilization
• Conducting software license audits
• Tracking renewals
• Managing vendor agreements
• Reclaiming inactive licenses
• Automating reporting

Integrated license management helps reduce software waste while improving operational efficiency.

Analytics transform software data into actionable insights that improve financial, operational, and procurement decisions.

Modern SaaS analytics provide visibility into:

• Software spending
• License utilization
• User adoption
• Renewal forecasts
• Vendor performance
• Cost trends
• Application usage
• Departmental spending
• ROI measurement

Calero combines dashboards, embedded analytics, forecasting analytics, and conversational AI through the Calero Assistant, allowing users to ask questions about their SaaS environment and quickly uncover actionable insights.

Effective SaaS Management reduces security risks by providing visibility into applications, users, vendors, and software activity.

Organizations can:

• Identify Shadow IT
• Monitor application access
• Govern software procurement
• Improve vendor oversight
• Support compliance initiatives
• Track software ownership
• Standardize approval workflows
• Reduce unmanaged applications

When software governance is integrated with procurement, inventory, usage, and lifecycle management, organizations gain stronger control over their entire SaaS environment.

The best SaaS Management platforms do more than discover applications—they help organizations continuously govern and optimize their software ecosystem.

Look for capabilities including:

• SaaS discovery
• Spend management
• License optimization
• Renewal management
• Contract management
• Vendor management
• Workflow automation
• Security and compliance insights
• Predictive analytics
• Embedded reporting
• Application portfolio management
• Cross-system orchestration

Calero delivers these capabilities as part of a unified technology management platform that connects SaaS Management with Telecom Expense Management, Mobility Management, AI spend management, and enterprise workflow orchestration. By bringing every category of technology spend into one platform, organizations gain a single source of truth for visibility, governance, and optimization across their entire technology estate.

Market Data Management (MDM) is the practice of governing, managing, and optimizing the market data services, vendors, contracts, and entitlements an organization relies on to support trading, investment, research, and financial operations.

A Market Data Management solution helps organizations:

• Manage market data vendors and providers
• Track market data subscriptions
• Govern user entitlements
• Monitor data consumption
• Control licensing costs
• Improve compliance
• Optimize contracts
• Centralize reporting and analytics

Calero’s Market Data Management platform helps financial institutions gain complete visibility into market data usage, costs, and contracts while automating governance across the entire lifecycle.

Market data is one of the largest and most complex operational expenses for many financial institutions.

Without centralized Market Data Management, organizations often struggle with:

• Limited visibility into subscriptions
• Duplicate market data services
• Underutilized licenses
• Complex vendor agreements
• Difficult audits
• Compliance risk
• Rising costs
• Manual administration

An effective Market Data Management strategy improves operational efficiency while helping organizations control spend and reduce risk.

A comprehensive Market Data Management solution typically includes:

• Vendor management
• Automated invoice processing
• Contract management
• Subscription tracking
• User and data entitlement management
• Cost allocation
• Financial reporting
• Usage analytics
• Inventory management
• Compliance reporting
• Workflow automation
• Cross-system orchestration
• Managed bill pay

Calero combines these capabilities into a platform that helps organizations manage the complete lifecycle of market data services from procurement through renewal.

Reducing market data costs starts with understanding what data is being purchased, who is using it, and whether it continues to deliver value.

Organizations can reduce spending by:

• Eliminating duplicate subscriptions
• Identifying unused services
• Optimizing user entitlements
• Consolidating vendors
• Improving contract negotiations
• Automating approvals
• Monitoring consumption trends
• Reviewing renewals proactively

Calero provides the visibility and analytics needed to continuously optimize market data investments—not just during annual contract reviews.

Market data vendors provide the financial information organizations use for trading, investment research, pricing, benchmarking, and market analysis.

These services may include:

• Real-time market data
• Delayed market data
• Reference data
• Exchange data
• Pricing services
• Index data
• Analytics platforms

Managing multiple vendors requires strong governance, contract oversight, and centralized reporting to ensure costs remain aligned with business value.

Market data contracts often contain complex licensing models, user entitlements, and pricing structures that require ongoing oversight.

Market Data Management helps organizations:

• Track contract terms
• Monitor renewals
• Manage vendor relationships
• Review licensing obligations
• Support contract negotiations
• Improve budgeting
• Reduce renewal surprises

Calero centralizes vendor and contract information so procurement, finance, and business teams work from the same source of truth.

Financial data management is the broader discipline of collecting, organizing, governing, and maintaining financial information across an organization.

Financial Market Data Management is a specialized area of data management focused specifically on externally sourced market data, vendor relationships, subscriptions, licensing, and associated costs.

Organizations often integrate Market Data Management with broader financial governance initiatives to improve visibility and operational control.

Analytics help organizations understand how market data is consumed, where costs are increasing, and which services deliver the greatest business value.

Common Market Data Management analytics include:

• Subscription costs
• Vendor spending
• User entitlement reporting
• Usage trends
• Renewal forecasts
• Business unit allocations
• Contract utilization
• Compliance reporting

Calero delivers dashboards, embedded analytics, and AI-powered insights that help organizations make faster, more informed decisions about their market data investments.

Market data visualization transforms complex usage, spending, and vendor information into dashboards that are easier to understand and act upon.

Visualization can help organizations:

• Monitor spending trends
• Compare vendor performance
• Identify unused services
• Track contract renewals
• Analyze user activity
• Support executive reporting

By turning data into actionable insights, organizations can improve governance while making more strategic investment decisions.

The best Market Data Management platforms provide much more than expense tracking.
Look for capabilities such as:

• Centralized market data inventory
• Automated invoice processing
• Vendor and contract management
• Subscription management
• Managed bill pay
• Cost allocation
• Entitlement management
• Cross-system orchestration through robust integrations
• Workflow automation
• Analytics and reporting
• Compliance support
• Automated procurement
• Quoting and benchmarking
• Renewal management
• Enterprise integrations
• AI-powered insights

Calero’s Market Data Management platform helps organizations unify market data governance with Telecom Expense Management, Mobility Management, and SaaS Management, providing a single platform for managing technology and information services across the enterprise.

Market data licensing agreements often include strict usage rights, reporting requirements, and entitlement rules.

A Market Data Management platform helps organizations:

• Maintain accurate entitlement records
• Track licensed users
• Support internal and vendor audits
• Improve reporting accuracy
• Standardize approval workflows
• Document ownership and accountability
• Reduce compliance risk

By automating governance processes, organizations can spend less time managing administrative tasks and more time maximizing the value of their market data investments.