August 5, 2025
3
MIN READ

How Cledara Uses Cledara: Key Lessons for SaaS Operations Excellence

IT
Operations
Procurement

Discover how Cledara uses its own platform, featuring insights from Nikesh, for SaaS operations excellence.

by
Brad van Leeuwen

Managing software subscriptions at scale can feel overwhelming. With new SaaS tools launching daily and employees quickly adopting them, the risk of software sprawl, budget overruns, and security vulnerabilities is ever-present. At Cledara, we've faced—and mastered—these challenges firsthand.

In our latest webinar, our Head of IT, Nikesh Ashar, shared invaluable insights into how Cledara uses its own platform to streamline SaaS management. Here are the key lessons we learned.

What is SaaS Operations, and Why Does It Matter?

Gone are the days when IT involved managing just a few static applications. Today, businesses rapidly adopt dozens, sometimes hundreds, of SaaS applications, leading to complex operational challenges. SaaS Operations (SaaSOps) is the discipline of maintaining visibility, security, and efficiency across these applications.

For companies scaling quickly, neglecting SaaSOps can lead to spiraling costs and significant security risks.

Lesson #1: Process and Collaboration Are Essential

Traditionally IT teams were challenged by the lack of defined processes to manage SaaS. Employees signed up for SaaS tools ad hoc, leaving IT and finance teams scrambling to keep track.

At Cledara, we’ve established a clear process: every SaaS subscription request is channeled through our platform, with mandatory approval from IT and finance. This collaborative workflow ensures we never face surprise invoices or security blind spots.

Lesson #2: Visibility and Control are Non-Negotiable

Visibility is key to effective SaaS management. By using Cledara, we achieve real-time insight into which applications are actively used and which are redundant or underutilized.

Through our browser extension, Engage, we quickly identify and address shadow IT—the software employees use without formal approval—thereby preventing data leakage and unnecessary costs.

Lesson #3: Security is Everyone’s Responsibility

Nikesh emphasized the importance of embedding security into company culture. Every employee at Cledara knows who to consult when choosing new software, and our platform’s structured onboarding ensures security checks are seamlessly integrated into every SaaS purchase.

This approach is crucial, especially as businesses increasingly adopt AI-powered tools, which bring additional layers of complexity and risk.

Lesson #4: Proactive Cost Optimization

Unused software licenses represent significant waste. At Cledara, we proactively monitor software usage, instantly identifying underutilized subscriptions. Our IT team regularly audits the tech stack, terminating or suspending accounts that aren’t delivering value, resulting in immediate cost savings.

Lesson #5: Automation Drives Efficiency

Manual SaaS management is neither scalable nor efficient. By automating onboarding and offboarding workflows through Cledara, we free up valuable IT and finance resources.

Automated workflows not only streamline routine tasks but also provide detailed audit trails—essential for SOC 2 compliance and regulatory audits.

Lesson #6: Leadership Buy-In Fuels Success

Effective SaaSOps requires executive sponsorship. At Cledara, our leadership prioritizes software governance and clearly communicates its value. This buy-in ensures adherence across the organization, making SaaS management a strategic priority rather than an afterthought.

Final Thoughts: Embrace SaaSOps Today

Our experience proves that proactive SaaS management delivers significant financial, operational, and security benefits. Whether you’re a finance leader striving for cost optimization or an IT manager aiming for operational excellence, investing in SaaSOps is no longer optional—it’s essential.

Interested in experiencing how Cledara can transform your SaaS operations? Reach out to our team for a personalized demo.

Watch the full webinar on Cledara's Youtube Channel

Contents

Contents

The software management solution for finance teams.

Learn more

Subscribe to our newsletter

Receive the latest insights in your inbox

Brad van Leeuwen

Brad is the co-founder and COO of Cledara. Prior to Cledara, Brad scaled partnerships, infrastructure and Go-to-Market at several fintech companies. He also led multiple early-stage investments into fintech and financial services for the EBRD and is one of highest-ranked Techstars startup mentors globally.

Share this post

Subscribe to our newsletter and stay informed on the latest SaaS insights

Explore more

What is Application Rationalization and How to Implement It

Application rationalization helps you decide which apps to keep and which to cut for a streamlined and cost-effective tech stack. Here's how to do it.
Read more

How to Create Budget Reports in 5 Steps

Budget reporting is the comparison, analysis, and documentation of the current company's financial performance against the projected budget.
Read more

Proving SaaS Value: How to Write a Software Business Case in 3 Steps

Your stakeholders won't invest in a new software unless you can demonstrate ROI. Here's how to build an effective business case for software in 3 steps.
Read more

9 Best Spend Management Software Solutions for 2025

Discover the best spend management software for your needs, with this detailed rundown of the tools on the market.
Read more

SaaS Spend Management: Optimizing your Tech Stack

Learn how SaaS spend management can streamline your tech stack, cut costs, and boost ROI. Plus, discover Cledara’s 2025 Spend Report
Read more

RFIs vs RFPs vs RFQs: What They Are and When to Use Them in Your Procurement

Navigating the procurement process starts with understanding RFIs, RFPs, and RFQs—essential tools to select the right vendor for your business needs.
Read more

A Complete Guide to the Procurement Process

Procurement is the backbone of every business, guiding how organizations acquire goods and services efficiently to save money, streamline operations, and build strong supplier relationships.
Read more

SaaS Governance for CFOs: Why Collaboration with IT Matters

SaaS governance is essential for CFOs to collaborate with IT in managing SaaS applications to control costs, mitigate security risks, ensure compliance, and optimize software usage across the organization.
Read more

SaaS License: What They Entail and How to Negotiate

Navigating the diverse landscape of SaaS licensing models can be daunting for a CFO, but understanding their nuances is crucial for making informed decisions that optimize costs and functionality for your organization.
Read more

SaaS Vendor Management 101: How To Manage Subscriptions

Learn best practices, tackle key challenges, and see how Cledara can transform, step by step, your approach to SaaS vendor management.
Read more

A CFO’s Guide to SaaS Contracts

Here’s what to look for when you sign a SaaS contract—which clauses to read carefully, which to insist upon, and how to come away with a great deal.
Read more

What Is SaaS Procurement?

SaaS procurement encompasses the entire lifecycle of a SaaS tool within a company. From identifying a need, purchasing the solution, assessing its security and compliance, and implementing it.
Read more

Have You Secured Your Software Stack?

SaaS security is a set of practices, protocols, and processes that have the primary goal of ensuring the security of a company's SaaS environment.
Read more

How to Negotiate Your SaaS Agreement

Learn how to negotiate your software agreements and secure a good deal with this comprehensive guide.
Read more

Software Tail Spend: Why It Matters and How to Manage It

Uncover the hidden impact of tail spend on your company's software purchases and learn how to effectively manage it with our free, downloadable cheat sheet.
Read more