What is SaaS management?

Why is managing SaaS applications important for businesses?

Managing SaaS applications is crucial for businesses because of the potential inefficiencies and risks associated with unchecked software usage. Without proper management, businesses may:

• Collaborate with clients to analyze SaaS needs and design effective solutions.
• Lead the technical implementation of our platform.
• Provide guidance on best practices for SaaS management and security.
• Support the sales team in pre-sales technical discussions.

What problems does Montro solve?

Montro is designed to address the key pain points of SaaS management, including:

• Visibility: Centralizing data about all SaaS applications, licenses, spending, and usage in one place.
• Cost Optimization: Identifying underutilized or redundant licenses to reduce unnecessary costs.
• Compliance Management: Helping organizations track and manage regulatory requirements such as GDPR or SOC 2 within their SaaS portfolio.
• Security: Detecting shadow IT and monitoring risks associated with SaaS tools.
• Automation: Streamlining manual tasks like renewal tracking, license allocation, and application usage analysis.

How does Montro help reduce SaaS costs?

Reducing SaaS costs involves identifying inefficiencies and opportunities for optimization. Montro supports this by:

• Tracking Usage: Monitoring how licenses are being utilized and highlighting unused or underutilized licenses.
• Identifying Redundancy: Flagging duplicate tools or overlapping functionalities across departments.
• Streamlining Renewals: Ensuring businesses don’t pay for subscriptions they no longer need by tracking renewal dates and providing alerts.
• Vendor Negotiations: Offering insights into spending trends that can be used to negotiate better deals with SaaS vendors. By enabling these actions, businesses can save significant amounts on their SaaS expenditures.

What are the common challenges of SaaS sprawl?

SaaS sprawl occurs when organizations use a wide variety of SaaS applications without centralized oversight. Common challenges include:

• Lack of Visibility: It’s difficult to know what tools are being used across teams, who is using them, and how much they cost.
• Redundant Tools: Multiple teams may use similar tools without realizing it, leading to unnecessary expenses.
• Compliance Risks: Tools acquired without IT’s knowledge (shadow IT) may not meet software asset management security or compliance standards.
• Unmanaged Renewals: Renewal deadlines can be missed, or unnecessary auto-renewals can occur, wasting money.
• Underutilized Licenses: Identifying underutilized licenses is a key aspect of a successful SaaS management strategy. Licenses may be purchased but not actively used, creating financial inefficiencies.
• Data Security Issues: The proliferation of tools increases the risk of data breaches or unauthorized access.

Why should companies monitor their SaaS applications?

Monitoring SaaS applications is essential for businesses to manage your SaaS effectively and optimize costs.

• Control Costs: By tracking usage, businesses can avoid paying for unused licenses or redundant tools.
• Enhance Security: Monitoring helps detect shadow IT and ensure all tools meet security standards.
• Ensure Compliance: Regular monitoring ensures that all SaaS applications adhere to regulatory and contractual requirements.
• Improve Efficiency: Understanding application usage allows businesses to allocate licenses more effectively and consolidate similar tools.
• Support Sustainability Goals: Monitoring the carbon footprint of SaaS applications enables companies to align with sustainability initiatives.

Effective monitoring transforms SaaS tools from potential liabilities into strategic assets, supporting organizational goals and enhancing overall efficiency.

What industries benefit most from SaaS management tools?

SaaS management tools benefit a wide range of industries, but they are particularly impactful in:

• Technology and Software Development: High reliance on tools like Slack, Jira, and GitHub for collaboration and product development.
• Healthcare: Ensuring compliance with stringent regulations like HIPAA while managing specialized tools.
• Financial Services: Maintaining security and compliance for SaaS applications in a highly regulated environment.
• E-commerce and Retail: Optimizing marketing, inventory, and customer engagement tools like Shopify or Mailchimp.
• Education: Managing software for remote learning, communication, and resource sharing. These tools help organizations in any industry reduce costs, improve security, and streamline operations.

What makes Montro different from other SaaS management platforms?

Montro stands out by offering best SaaS management platforms:

• Comprehensive Insights: Combines license usage, spending trends, compliance status, and environmental impact in one platform
• Easy Integration: Connects seamlessly with widely used SaaS tools and identity providers to enhance your organization's SaaS management.
• Sustainability Focus: Tracks and reports on the carbon footprint of SaaS applications, aligning with sustainability goals.
• Automation-First Approach: Simplifies manual tasks like renewal tracking and application discovery.
• Scalability: Tailored for both small businesses and large enterprises, adapting to unique organizational needs.

Does Montro work for small and medium-sized businesses?

Yes, Montro is designed to be accessible and effective for small and medium-sized businesses (SMBs) navigating SaaS adoption. It helps SMBs manage their SaaS portfolio:

• Gain visibility into SaaS usage without needing dedicated IT resources.
• Reduce costs by identifying underutilized licenses and redundant tools.
• Simplify compliance management, even with limited internal expertise. Montro’s scalability ensures that SMBs can adopt it with minimal setup and grow their usage as their needs evolve.

Is Montro suitable for enterprises?

Absolutely. Montro is built to handle the complexities of enterprise SaaS ecosystems, including:

• Managing thousands of licenses across multiple departments or regions.
• Ensuring compliance with diverse regulatory requirements like GDPR or SOC 2 is crucial in the context of SaaS products.
• Automating processes like license reallocation, renewal tracking, and vendor negotiations. Its robust reporting and integration capabilities make it an ideal solution for enterprises seeking to centralize and optimize SaaS management.

What kind of SaaS applications can Montro manage?

Montro can manage a wide range of applications, including:

• Collaboration Tools: Best SaaS management platforms like Slack, Microsoft Teams, and Zoom.
• Productivity Suites: Google Workspace, Microsoft 365.
• CRM Platforms: HubSpot, Salesforce.
• Design and Development Tools: Figma, Jira, GitHub.
• Marketing Automation: Mailchimp, Marketo.
• Finance and Accounting: QuickBooks, Xero. Montro supports any SaaS application that provides integration capabilities or relevant data for tracking and management software.

How does Montro integrate with other tools?

Montro integrates with other tools using APIs, identity providers (like Google Workspace or Azure AD), and direct integrations. Key integration points include:

• Identity Providers: Automatically pull data about users and applications being used across the organization.
• Application APIs: Retrieve detailed usage, license, spending, and compliance data directly from the tools you use.
• CSV Imports: Allow manual uploads for SaaS tools without API support to enhance software asset management. The integration process is designed to be straightforward, enabling organizations to quickly connect their tools and start gaining insights.

What features should I look for in a SaaS management platform?

When evaluating a SaaS management platform, consider the following features:

• Application Discovery: Identify all SaaS tools being used across the organization.
• License Optimization: Highlight unused or underutilized licenses for cost savings.
• Spending Insights into software spend: Provide a clear view of SaaS spending across teams and applications.
• Compliance Tracking: Ensure tools meet regulatory and security standards.
• Renewal Management: Track and manage contract renewals to avoid missed deadlines.
• Automated Alerts: Notify about spending thresholds, renewals, and license changes.
• Integration Capability: Seamlessly connect with identity providers, CRMs, and SaaS applications.

Why is compliance management critical for SaaS tools?

Compliance management ensures that your SaaS applications meet legal, regulatory, and security standards. It is critical because:

• Avoiding Fines: Non-compliance with regulations like GDPR or HIPAA can result in hefty penalties.
• Protecting Data: Compliance standards ensure sensitive data is handled securely.
• Maintaining Trust: Adhering to compliance builds trust with customers, partners, and employees.
• Preventing Operational Disruptions: Non-compliance can lead to downtime or suspension of critical tools. A SaaS management platform simplifies compliance by tracking requirements and highlighting gaps.

How can Montro help with license optimization?

Montro optimizes licenses by:

• Identifying Underutilized Licenses: Highlighting licenses that are assigned but rarely or never used.
• Reallocating Resources: Allowing licenses to be reassigned to active users instead of purchasing new ones.
• Flagging Overlapping Tools: Detecting multiple tools serving the same purpose within the organization.
• Tracking License Expiry: Avoiding unnecessary renewals by monitoring expiration dates. These actions ensure organizations only pay for what they need, significantly reducing SaaS-related expenses.

Does Montro track software usage across teams?

Yes, Montro tracks software usage across teams by integrating with identity providers (like Google Workspace) and directly with SaaS applications. It identifies which tools are being used, who is using them, and how frequently. This insight allows organizations to monitor team-specific usage patterns, ensuring better allocation of licenses and resources while identifying underutilized tools.

How can Montro improve collaboration between IT and finance?

Montro bridges the gap between IT and finance by providing centralized data and actionable insights on SaaS spending, usage, and compliance. IT teams can use the platform to track software utilization and compliance, while finance teams gain a clear view of spending patterns and opportunities for cost optimization. Shared dashboards and automated reporting enhance transparency and align goals between the two departments.

What is shadow IT, and how does Montro address it?

Shadow IT refers to software or tools used within an organization without the knowledge or approval of IT. These tools pose risks like security vulnerabilities, non-compliance, and hidden costs. Montro addresses shadow IT by:

• Integrating with identity providers to detect unauthorized tools.
• Providing visibility into applications accessed by employees.
• Offering insights to IT teams, enabling them to assess and mitigate risks while formalizing necessary tools.

Can Montro track application renewals?

Yes, Montro tracks application renewals by maintaining a calendar of contract and license expiration dates. It sends automated reminders to avoid missed deadlines or unnecessary auto-renewals in SaaS operations. Additionally, it allows users to mark critical tools to ensure uninterrupted operations, helping with both cost control and business continuity.

How does Montro assist with SaaS security management?

Montro enhances SaaS security by:

• Monitoring tools for compliance with security standards.
• Detecting unauthorized tools through integration with identity providers, reducing shadow IT risks.
• Providing visibility into user access levels and permissions for each application.
• Highlighting SaaS apps that may pose a security risk due to outdated certifications or weak integrations. These features empower IT teams to proactively manage and secure their SaaS ecosystem.

How does Montro help track SaaS spending?

Montro tracks SaaS spending by integrating with payment tools and SaaS vendors to collect transaction data. It provides:

• Detailed views of spending by application, team, or department.
• Trends and forecasts for future expenses.
• Insights into cost-saving opportunities, such as eliminating redundant tools or reallocating unused licenses. This ensures that spending is aligned with organizational priorities and budgets.

What insights can Montro provide about my SaaS ecosystem?

Montro delivers a comprehensive view of your SaaS ecosystem, including:

• Total applications in use across the organization.
• License allocation and utilization.
• Spending patterns and trends.
• Compliance status and security risks for each tool.
• Department-wise or team-specific usage and spending. These insights enable data-driven decisions for optimizing costs, improving security, and enhancing operational efficiency within your SaaS landscape.

Can Montro identify unused or underutilized software licenses?

Yes, Montro identifies unused or underutilized software licenses by analyzing application usage data to enhance your organization’s SaaS management. For example:

• Licenses assigned to users who rarely or never log in are flagged.
• Tools with low overall engagement are highlighted.
• Trends in user activity help pinpoint licenses that can be reallocated or discontinued. This ensures organizations only pay for what they use, reducing unnecessary costs.

Does Montro support integrations with Google Workspace, Slack, and HubSpot?

Yes, Montro integrates seamlessly with popular tools like Google Workspace, Slack, and HubSpot. These integrations allow it to optimize the software stack for better performance.

• Pull data on application usage and user activity.
• Monitor license assignments and permissions.
• Provide actionable insights into SaaS spending and utilization. The integrations are designed to be quick and easy to set up, ensuring immediate value for users.

Can Montro generate reports for SaaS spend analysis?

Absolutely. Montro generates detailed, customizable reports for SaaS spend analysis. These reports can include:

• Application-wise or department-specific spending.
• Trends over time, helping forecast future expenses.
• Cost-saving opportunities through license optimization or tool consolidation. The reports can be exported and shared with stakeholders, making it easy to communicate insights and drive informed decision-making.

How does Montro ensure data security?

Montro employs robust security measures to protect your data, including management software for monitoring access.

• Encryption: Data is encrypted during transit (TLS) and at rest (AES-256).
• Access Controls: Role-based access ensures only authorized personnel can view sensitive information.
• Monitoring: Continuous monitoring helps detect and respond to potential threats.
• Regular Updates: Frequent updates and patches minimize vulnerabilities. By combining these practices, Montro ensures your data remains secure in the cloud-based software.

Does Montro monitor software compliance requirements like GDPR?

Yes, Montro helps monitor compliance by:

• Tracking compliance certifications for SaaS tools (e.g., GDPR, SOC 2).
• Highlighting applications that may not meet regulatory requirements.
• Offering centralized reporting to demonstrate compliance during audits. This simplifies compliance management for organizations, reducing the risk of penalties.

Can Montro assist with vendor management?

Yes, Montro simplifies vendor management by:

• Consolidating information about all SaaS vendors in one place.
• Tracking contract details, renewal dates, and spending trends is vital for effective spend management.
• Providing insights into vendor performance and usage metrics.
• Enabling communication and negotiation with vendors based on data-driven insights.

How does Montro help negotiate better SaaS contracts?

Montro supports contract negotiations by:

• Identifying usage trends to determine the right license volumes.
• Highlighting spending inefficiencies to negotiate better pricing.
• Providing historical data to assess vendor performance and justify discounts.
• Offering renewal reminders, ensuring organizations negotiate proactively.

Does Montro track the carbon footprint of SaaS tools?

Yes, Montro tracks the carbon footprint of SaaS tools by analyzing their energy consumption patterns and associated environmental impact. This helps organizations:

• Measure and report on their sustainability goals.
• Identify opportunities to optimize tool usage and reduce emissions.
• Align their software ecosystem with broader ESG initiatives.

Can I try Montro before purchasing?

Yes, Montro offers a free trial, allowing you to explore its features and evaluate its benefits. The trial period typically includes access to core functionalities like tracking SaaS usage, managing licenses, and generating reports. Contact Montro for trial details.

What is the cost of Montro?

The cost of Montro depends on factors like the Number of users in the SaaS operations management system., integrations, and the selected subscription plan (e.g., Free, Pro, Enterprise). Pricing is designed to be scalable, catering to both small businesses and large enterprises. Contact Montro for a detailed quote.

Does Montro offer a free plan or trial?

Yes, Montro offers both a free plan and a trial for paid plans.

• The free plan includes basic functionalities like limited application tracking and basic reporting.
• The trial provides access to advanced features, allowing you to experience the full capabilities before committing to a subscription.

Can Montro manage subscriptions for multiple teams or departments?

Yes, Montro supports managing subscriptions across multiple teams or departments. It provides:

• Team-based views of SaaS applications, licenses, and spending.
• Department-specific reporting for cost allocation and optimization.
• Centralized insights for organizational leaders to oversee all teams.

Does Montro support multi-user access?

Yes, Montro supports multi-user access with role-based permissions.

• Admin Users: Oversee all applications, licenses, and spending.
• Team Leads: Manage tools and licenses for their specific teams.
• Application Owners: Monitor assigned applications for usage and compliance. This ensures collaboration while maintaining data security and integrity.

How does Montro compare to competitors like Torii or Zylo?

Montro stands out with:

• Sustainability Features: Unique focus on tracking and optimizing SaaS carbon footprints within the SaaS environment.
• Intuitive Interface: Simplified workflows for both technical and non-technical users.
• Customizable Reporting for better insights into SaaS investments: Tailored insights for organizations of all sizes.
• Cost-Effectiveness: Flexible pricing suitable for small businesses and enterprises. While Torii and Zylo excel in enterprise use cases, Montro offers a balanced approach for SMBs and larger organizations.

Is Montro easy to use for non-technical teams?

Yes, Montro is designed to be user-friendly for non-technical teams.

• Intuitive Interface: Simple navigation and clear visuals.
• Automation: Reduces manual tasks, such as renewal tracking.
• Guides and Tutorials: Built-in resources make it easy to get started. Even teams with minimal IT expertise can use Montro effectively.

What kind of analytics does Montro provide?

Montro provides comprehensive analytics, including:

• Usage Metrics: Detailed views of license utilization by team or department.
• Spending Trends: Insights into SaaS costs over time.
• Compliance Reporting: Status of regulatory and security requirements.
• Optimization Suggestions for improving SaaS app usage: Implement a right SaaS management strategy to maximize efficiency. Data-driven recommendations to reduce costs and improve efficiency.

Can Montro track spending trends over time?

Yes, Montro tracks spending trends over time by consolidating historical data. It enables:

• Visualization of monthly or yearly SaaS expenses.
• Identification of seasonal or recurring spending patterns.
• Forecasting future costs based on past trends is essential for effective spend management. This helps organizations plan budgets more effectively.

How customizable is the Montro dashboard?

The Montro dashboard is highly customizable:

• Widgets: Add, remove, or resize widgets to display key metrics.
• Filters: View data by team, department, or application type.
• Custom Reports: Generate specific insights based on organizational needs. This flexibility ensures users can tailor the dashboard to match their unique requirements.

What payment plans does Montro offer?

Montro offers flexible payment plans, including:

• Free Plan: Basic features for small teams or individual use.
• Pro Plan: SaaS management strategy included. Advanced features for medium-sized organizations.
• Enterprise Plan: Comprehensive functionality tailored for large enterprises. Plans are scalable to suit various business needs.

Does Montro charge per user or per company?

Montro’s pricing is based on the software subscription model. number of users or Size of the organization: The size of the organization impacts its SaaS landscape and management strategy., depending on the chosen plan. For smaller businesses, it may be user-based, while enterprises benefit from company-wide pricing.

Are there discounts for annual subscriptions?

Yes, Montro offers discounts for annual subscriptions. By paying upfront for a year, businesses can save compared to monthly billing. Contact Montro for specific discount rates.

How can I book a demo for Montro?

You can book a demo by visiting Montro’s website and clicking on the "Book a Demo" button. Fill out a short form with your details, and a representative will schedule a personalized walkthrough of the platform.

Can Montro help me build a business case for SaaS management?

Yes, Montro provides insights and reports that can help you:

• Highlight cost-saving opportunities through license optimization.
• Quantify the benefits of improved compliance and reduced shadow IT.
• Demonstrate ROI from centralized SaaS management.

What support options are available for new users?

Montro offers multiple support options for new users:

• Knowledge Base: Tutorials, guides, and FAQs.
• Email Support: Quick responses from the support team.
• Onboarding Sessions: Assistance with initial setup and integration.
• Live Chat (Pro and Enterprise) for SaaS operations management: Instant help for troubleshooting.

Does Montro offer onboarding assistance?

Yes, Montro provides onboarding assistance to ensure a smooth setup process. This includes:

• Step-by-step guidance for connecting integrations.
• Role assignment and permissions configuration are crucial for a secure software stack.
• Training sessions to familiarize users with features.

Can I add more users or departments after purchasing?

Yes, Montro allows you to scale your account by adding more users or departments at any time. Additional charges may apply based on your plan.

How long does it take to implement Montro?

Implementation time depends on the size and complexity of your organization:

• Small Teams: Setup can be completed in a few hours.
• Enterprises: Full integration may take a few days to a week, depending on the number of applications and users.
• Training sessions to familiarize users with features.

How long does it take to implement Montro?

Implementation time depends on the size and complexity of your organization:

• Small Teams: Setup can be completed in a few hours.
• Enterprises: Full integration may take a few days to a week, depending on the number of applications and users.

What’s included in the free trial of Montro?

The free trial includes:

• Access to the dashboard with basic insights.
• Integration with a limited number of SaaS applications.
• Usage tracking and basic reporting features.
• Renewal reminders and license overview.

Are there any hidden fees associated with Montro?

No, Montro maintains transparent pricing with no hidden fees. All costs, including subscription charges and add-ons, are clearly outlined during signup.

Can I switch between plans later?

Yes, Montro allows you to upgrade or downgrade your subscription plan at any time to match your evolving needs. Changes typically take effect at the start of the next billing cycle.

Does Montro require technical expertise for setup?

No, Montro is designed to be user-friendly, even for non-technical teams. The intuitive interface and step-by-step onboarding guide make setup straightforward.

Is there a refund policy for Montro subscriptions?

Refund policies vary depending on the subscription type. Typically:

• Monthly Plans: No refunds for partial months.
• Annual Plans: Refunds may be available for unused months if the subscription is canceled early. Refer to Montro’s Terms & Conditions for specifics.

How secure is the payment process for Montro?

Montro uses Stripe, a leading payment processor, for secure transactions. Stripe employs encryption, tokenization, and fraud detection measures to ensure your payment details remain safe.

How do I create an account on Montro?

To create an account, visit the Montro website and click "Sign Up." Enter your company details, email address, and password. Verify your email to activate the account and log in to get started.

What is the first step after signing up for Montro?

The first step is to set up your organization. This includes entering basic company details, inviting team members, and connecting Montro to your identity provider (e.g., Google Workspace) or SaaS tools.

How do I connect Montro to my existing tools?

Navigate to the "Integrations" section in Montro and select the tools you want to connect. Follow the provided step-by-step instructions or use the API keys for direct integrations.

What integrations does Montro support?

Montro supports integrations with popular tools like Google Workspace, Slack, HubSpot, Salesforce, Microsoft Teams, and more. It also connects with financial tools for tracking spending and subscriptions.

Can I import my SaaS data into Montro?

Yes, Montro allows you to import data through direct integrations, API connections, or manual uploads via CSV files for seamless subscription management. This ensures a seamless setup for tracking existing SaaS tools.

How do I assign roles to team members in Montro?

In the "User Management" section, invite team members by email and assign roles like Admin, Application Owner, or Viewer. Each role comes with specific permissions tailored to their responsibilities.

How do I customize the dashboard in Montro?

You can customize the dashboard by adding, removing, or rearranging widgets to display key metrics such as SaaS usage, spending, and license details. Use filters to tailor views by department or team.

What kind of data does Montro pull from integrations?

Montro pulls data like:

• Application usage metrics (e.g., login activity).
• License details and assignments.
• Spending data and transaction history.
• Contract and compliance information. This helps provide a centralized view of your SaaS ecosystem.

Can Montro automatically detect new SaaS applications in use?

Yes, Montro can automatically detect new applications through identity provider integrations or by monitoring transactions and user activity across connected tools.

How do I configure notifications and alerts in Montro?

Go to the "Notifications" section and configure alerts for events like upcoming renewals, spending thresholds, and compliance issues. You can choose email or in-app notifications for specific users.

Does Montro support multi-factor authentication?

Yes, Montro supports multi-factor authentication (MFA) to enhance account security. You can enable MFA in the security settings and use an authenticator app for verification.

How do I set up renewal reminders for SaaS subscriptions?

In the "Subscriptions" section, add renewal dates for your SaaS tools. Montro will automatically send alerts via email or in-app notifications as the renewal date approaches.

How do I upload a contract or license to Montro?

In the "Contracts" section, click "Add Contract" and upload a PDF or document file. You can add details like start and end dates, renewal terms, and license quantities for easy tracking.

Can I manually add a SaaS application to Montro?

Yes, Montro allows you to manually add applications by providing the tool’s name, category, and relevant details such as licenses and users. This is useful for tools without integration support.

How do I view reports on SaaS spending in Montro?

Navigate to the "Reports" section and select "Spending Analysis." You can filter by application, team, or time period to view detailed reports with visualizations like charts and graphs.

How does Montro handle user permissions?

Montro uses role-based permissions to ensure appropriate access. Admins can manage all data, while team leads and application owners only access data relevant to their roles or assigned tools.

Can I export data from Montro?

Yes, you can export data in CSV or Excel format from most sections, including applications, subscriptions, spending, and reports. This is useful for sharing insights with stakeholders.

What training resources are available for new users?

Montro offers:

• A comprehensive knowledge base with articles and tutorials.
• Video walkthroughs for key features.
• Live onboarding sessions for Pro and Enterprise users enhance the SaaS adoption experience.
• Email support for personalized assistance.

How do I view a list of all applications my organization is using?

Navigate to the "Applications" section in Montro, where you’ll see a comprehensive list of all SaaS tools detected through integrations or manually added. Each application is displayed with key details like usage, cost, and assigned licenses.

Can I filter applications by usage or spending?

Yes, Montro provides filtering options in the "Applications" section. You can sort applications based on parameters like usage frequency, spending, or department to prioritize actions and insights.

How does Montro identify unused licenses?

Montro monitors user activity and highlights licenses assigned to users who have minimal or no activity. These are flagged in the "License Management" section for optimization and potential reallocation.

How do I track SaaS spending trends?

Visit the "Spending" section, where you’ll find charts and reports displaying spending trends over time. You can filter data by application, team, or time period to analyze trends in your software portfolio and plan budgets.

How do I view contract details in Montro?

Go to the "Contracts" section and select the specific application. You’ll see detailed information about the contract, including start and end dates, renewal terms, license counts, and associated costs.

Can Montro help me identify duplicate tools?

Yes, Montro analyzes your SaaS ecosystem and flags tools with overlapping functionalities. These insights are displayed in the "Optimization Suggestions" section, helping you consolidate tools and reduce redundancy.

How do I monitor compliance requirements for SaaS tools?

In the "Compliance" section, Montro displays compliance statuses for all applications. Tools with missing or outdated certifications, such as GDPR or SOC 2, are flagged for action.

Can Montro help me identify risky applications?

Yes, Montro evaluates applications based on usage, compliance, and security metrics. Risky tools, such as those with outdated compliance or excessive permissions, are highlighted in the "Risk Management" section.

How do I track SaaS usage by department?

The "Departmental Insights" section breaks down SaaS usage by department, showing metrics like the number of applications used, active licenses, and associated costs. This helps allocate resources effectively.

Can Montro provide recommendations for cost optimization?

Yes, Montro offers actionable recommendations in the "Optimization Suggestions" section, such as:

• Consolidating duplicate tools.
• Reallocating unused licenses.
• Downgrading underutilized subscriptions can help organizations save on unnecessary SaaS licenses.

How do I manage license renewals in Montro?

In the "Renewals" section, you can view all upcoming renewal dates for SaaS tools. Montro sends automated reminders and provides insights into whether to renew, renegotiate, or cancel licenses.

How do I track the carbon footprint of my SaaS ecosystem?

Montro’s "Sustainability" section provides estimates of each application’s carbon footprint based on usage data and vendor-specific metrics. This helps organizations align with their ESG goals.

Can Montro generate a consolidated report of all SaaS tools?

Yes, Montro generates a consolidated report in the "Reports" section, summarizing data like total spending, usage, license allocation, and compliance statuses across all applications.

How do I set up custom alerts for spending thresholds?

In the "Notifications" settings, define spending thresholds for individual applications or overall SaaS budgets. Montro will send alerts when spending approaches or exceeds these limits.

How do I remove an application from Montro?

To remove an application, go to the "Applications" section, select the app, and click "Remove." Confirm the action to delete its data from Montro’s management software. Historical data may be archived for reference in your SaaS management solution.

Can Montro track spending across multiple currencies?

Yes, Montro supports multi-currency tracking. Spending data is converted into a primary currency of your choice for consolidated reporting, with the original currency retained for detailed analysis.

How do I generate compliance reports in Montro?

In the "Reports" section, select "Compliance Report." Montro compiles a report detailing compliance statuses for all applications, including certification validity and areas requiring attention. This report can be exported for audits or internal reviews.

How do I update account details in Montro?

To update account details, go to the "Account Settings" section. You can modify company details, billing information, and contact preferences within your software subscription. Save changes to update your profile.

How do I invite new team members to Montro?

In the "User Management" section, click "Invite Team Member," enter their email address, assign a role (e.g., Admin, Viewer), and send the invitation. The new user will receive an email to join.

How do I troubleshoot integration issues in Montro?

Check the "Integration Logs" in the settings for error details. Ensure API keys are valid and permissions are correctly configured. If issues persist, contact Montro support for assistance with your entire SaaS operations.

Can I schedule automated reports in Montro?

Yes, in the "Reports" section, select a report type, set a delivery schedule (daily, weekly, or monthly), and choose recipients. Reports will be emailed automatically to the selected users.

How do I archive old applications in Montro?

Navigate to the "Applications" section, select the application you want to archive, and click "Archive." Archived applications will no longer appear in active dashboards but can be accessed in the "Archived Applications" section.

Can Montro integrate with my procurement system?

Yes, Montro can integrate with procurement systems through APIs or custom configurations. This ensures seamless tracking of purchases and alignment with SaaS spend data.

How do I manage API access for Montro?

In the "API Management" section, generate API keys, define access permissions, and monitor usage logs. This allows secure integration with third-party tools and internal systems.

How do I contact Montro support?

Visit the "Support" section of Montro for resources like FAQs, tutorials, and live chat. You can also email the support team directly or submit a ticket for detailed issues.

What is the best way to optimize my SaaS stack using Montro?

Use Montro’s "Optimization Suggestions" section to:

• Identify unused or underutilized licenses.
• Consolidate duplicate tools.
• Negotiate better pricing based on spending trends.
• Ensure tools align with business goals and compliance requirements.

How often is data refreshed in Montro?

Data in Montro is refreshed in real-time for direct integrations. For identity providers or manual uploads, updates occur at intervals set by the administrator, typically daily or weekly.

Can I use Montro on mobile devices?

Yes, Montro offers a mobile-friendly interface accessible via web browsers on smartphones and tablets. A dedicated mobile app may also be available for streamlined access.

How do I manage application owners in Montro?

In the "Applications" section, select an app and assign or update the owner. Owners receive notifications about licenses, renewals, and compliance issues, ensuring accountability.

How do I upgrade or downgrade my Montro subscription?

Visit the "Billing" section in your account settings, select "Change Plan," and choose the desired subscription tier. Upgrades are applied immediately, while downgrades take effect in the next billing cycle.

How do I deactivate a user in Montro?

In the "User Management" section, locate the user, click "Deactivate," and confirm the action. Deactivated users lose access immediately but their activity history remains in the system.

How does Montro handle data backups?

Montro performs automated backups daily, storing data securely in encrypted formats. This ensures data can be restored quickly in case of a system failure or data loss.

Can Montro integrate with security tools?

Yes, Montro integrates with popular security tools to monitor application access, detect vulnerabilities, and ensure compliance with security protocols.

How do I handle disputes with vendors using Montro data?

Montro provides detailed reports on application usage, licenses, and spending. These can be used as evidence in discussions with vendors to resolve disputes over billing or contract terms.

How do I ensure accurate SaaS data in Montro?

• Regularly sync Montro with identity providers and applications.
• Perform manual reviews of data in the dashboard.
• Use automated alerts to identify inconsistencies in licenses or spending within your software portfolio.

Can Montro notify me about new SaaS tools being used in my organization?

Yes, Montro detects new applications through identity provider integrations and sends notifications about unregistered tools, enabling IT teams to take appropriate action.

How does Montro ensure my data stays secure?

Montro employs advanced security measures, including:

• End-to-end encryption for data in transit and at rest.
• Role-based access management controls to limit data exposure.
• Regular audits and updates to safeguard against vulnerabilities. These practices align with industry standards to protect your data.