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MarkdownAugust 17, 2026
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DOCUMENTStack Rationalization Lab › The overlap matrix

Overlap matrix, Northwind Logistics

Erwan·August 17, 2026

Example output. Northwind Logistics is an invented company used to show the shape and the level of detail of this deliverable. None of these figures are a benchmark.

01Overlap matrix

One row per capability. A mark means the tool covers that capability for this company today, not that the vendor sells it.

CapabilitySalesforceHubSpotMarketoZendeskIntercomNotionConfluenceGoogleDropboxCalendlyChili Piper
Customer recordsxxx
Email sendingxxxx
Ticketingxx
Documents and wikixxx
File storagexx
Schedulingxxx
02Where it costs money

Email sending, three tools. HubSpot Marketing ($34,200) and Marketo ($29,400) both send campaign email. Marketo has 1 active seat of 6 and no named owner. HubSpot is the system of record for campaign history. Marketo is a shadow copy of the same contact list, last synced 14 months ago according to the field you gave. Redundant cost: $29,400 a year.

Ticketing, two tools. Zendesk (38 of 40 seats used) is the system of record for support. Intercom carries in-app chat plus a second ticket queue that Marketing answers. The overlap is the ticket queue, not the chat. Splitting them is possible; keeping both queues is not. Redundant cost: $24,000 a year, and it drops to roughly $9,000 if in-app chat is kept on a smaller plan.

Documents and wiki, three tools. Notion holds 142 active users of 180. Confluence holds 23 of 90 and has no owner. Google Docs is used for anything shared outside the company. Confluence is the shadow copy. Redundant cost: $7,200 a year.

File storage, two tools. Google Drive is the system of record. Dropbox Business has 18 active seats of 60 and no owner, and holds one thing nothing else does: the shared folder used by two freight partners. Redundant cost: $6,480 a year, contingent on moving that one folder.

Scheduling, two tools. Calendly is used across the company (31 seats). Chili Piper is used by 6 of 20 seats in Sales for inbound routing, a capability Calendly does not cover on the current plan. This one is a real capability difference, not an overlap, but the seat count is wrong by 14.

03Deliberate overlap, leave it alone
Google Workspace email and HubSpot email. Transactional and human mail on one, campaign mail on the other. Merging them puts the company domain reputation on campaign volume. Keep both.
Notion and Google Docs. Internal wiki and external sharing. Different audiences, different permissions model. Keep both.
04Ranked by recoverable annual cost
Marketo, $29,400, no owner, 1 of 6 seats active
Intercom ticket queue, $24,000 in full or roughly $15,000 partial
Confluence, $7,200, no owner, 23 of 90 seats active
Dropbox Business, $6,480, blocked on one shared partner folder

Total identified as redundant: $67,080 a year, 16 percent of the stack.

05What is missing
Whether the Marketo contract has an auto-renew clause. The whole first line depends on it.
Which of the two freight partners actually opens the Dropbox folder. If it is neither, line 4 is free money.
The Intercom plan tier. The partial figure above is an estimate of a plan change, and it is the only estimated number in this matrix.
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