` marker. Import it as-is into Claude / Gemini / any agent: paste this file as base knowledge. Links between concepts are bundle-relative (/labs/x.md). --> --- okf_version: 2.0.0 title: OKF bundle — scope public source: askmojo scope: public concept_counts: output: 1 --- # OKF bundle (scope `public`) Open Knowledge Format v2.0.0 bundle — markdown + YAML frontmatter. The AskMojo database stays the source of truth; this bundle is an exported view filtered by scope. ## Concepts - **output** : 1 ## Indexes - [outputs](/outputs/index.md) --- scope: public --- # Log Historique des changements de visibilité / publication (dates ISO). _Aucun évènement de publication horodaté._ --- type: output title: Rationalization case, Northwind Logistics resource: /o/db5aa690-9522-4333-a38d-4b916c0dea33 timestamp: '2026-08-17T10:53:17.927Z' visibility: public --- # Rationalization case, Northwind Logistics > 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. ## The case for rationalizing the Northwind stack **Today: 34 tools, $412,800 a year. Target: 11 tools, $318,400 a year.** ## The target stack | Tool | Absorbs | Annual cost | |---|---|---| | Salesforce | customer records, pipeline, forecast | $118,000 | | Google Workspace | email, calendar, file storage, external docs | $43,200 | | HubSpot Marketing | campaign email, landing pages, marketing contact record | $34,200 | | Zendesk | all ticketing, both queues | $31,000 | | ZoomInfo | contact data | $22,000 | | Notion | internal wiki, ops trackers, documentation | $12,900 | | Clay | enrichment and list building | $9,600 | | Calendly | scheduling and inbound routing | $9,800 | | Sigma | reporting | $18,000 | | 1Password | credentials | $8,400 | | Datadog | monitoring | $11,300 | ## The money - Current annual spend: **$412,800** - Target annual spend: **$318,400** - Contract saving: **$94,400 a year** - One-off migration cost: **not established.** You did not give internal day rates, and the only external cost identified is a Zendesk plan change. Do not put a migration number in front of a CFO that you cannot source. - Time saving: real but not counted here. It is not a contract saving and it should not be in the headline figure. ## Migration order **Wave 1, weeks 1 to 3. Nothing depends on it.** Marketo off. Calendly seat reduction. Dropbox partner folder to a Google shared drive. Must be true first: the Marketo notice letter is sent before 2026-08-31. **Wave 2, weeks 4 to 8. One decision blocks it.** Intercom ticket queue into Zendesk. Confluence into Notion. Must be true first: someone decides whether in-app chat survives. If it does, budget a smaller Intercom plan and the saving drops by roughly $9,000. **Wave 3, weeks 9 to 12. Cleanup.** Loom export then removal. Airtable trackers into Notion databases. Chili Piper off once Calendly routing is proven on live inbound for two weeks. Must be true first: Calendly routing has handled real inbound without a missed lead. ## Objections, and the answer | Tool removed | Who objects | What they will say | The answer | |---|---|---|---| | Marketo | nobody named | "we might need that list" | The list has not synced in 14 months and HubSpot has been the record since. Export it to CSV before the notice date and the objection has no object. | | Intercom | Head of Marketing | "support tickets in Zendesk is fine, but in-app chat is how we catch churn signals" | Correct, and that is why the proposal removes the ticket queue and asks a separate question about chat. The two are being decided separately on purpose. | | Confluence | the 23 active users | "everything is in there" | Everything is in there for 23 people while 142 are already in Notion. Migration is a page export, and the alternative is paying $7,200 a year for a second wiki. | | Chili Piper | VP Sales | "inbound routing is revenue, do not touch it" | Agreed, which is why it is last and gated on two weeks of proven routing on Calendly. If routing misses a lead, this line does not happen. | | Dropbox | IT | "the freight partners have the link" | One folder, two partners, one email each. The link changes, the folder does not. | ## What this makes worse - **Zendesk becomes a single point of failure for all customer contact.** Today an outage leaves Intercom standing. After Wave 2 it does not. That is a real reduction in resilience and it is the honest price of the $24,000. - **Notion carries the wiki, the trackers and the documentation.** Concentration risk on one vendor, and the export path out of Notion is worse than the one out of Confluence. - **Wave 3 puts inbound routing on a tool that has never carried it here.** The two week proving period is the mitigation, and it is why this wave is last. ## What is missing - Internal day rates. Without them the migration cost stays unnumbered, and the payback period cannot be computed. - The Zendesk plan quote for the merged queues. The $31,000 above is the current plan plus the seats the Intercom queue needs, which is arithmetic, not a quote. - A decision owner for in-app chat. Wave 2 cannot start without one. --- title: Outputs description: Outputs index count: 1 --- # Outputs - [Rationalization case, Northwind Logistics](/outputs/db5aa690-9522-4333-a38d-4b916c0dea33.md) (`public`)