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PHONE HOTLINE: +1 (866) 530-ISAM (4726)E-MAIL: info@isamgroup.com
CONTACT US
PHONE HOTLINE: +1 (866) 530-ISAM (4726)E-MAIL: info@isamgroup.com
CONTACT US
MICROSOFT TO G-SUITE TRANSITION

Optimizing Licensing and Negotiation for a Finance Company

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INDUSTRY: Finance
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PRODUCT: Banking
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SIZE: 52,000
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ESTABLISHED: 2014
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SAM TOOL USED: BigFix, SCCM
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VENDOR FOCUS: Microsoft
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KPIS: Cost savings, hardware capacity growth, software functionality, and vendor negotiation
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ISAM SERVICES UTILIZED: Negotiation Support, License Optimization, SAM Advisory

The Problem

The organization needed to acquire new Office 365 licenses and renew its existing desktop software and licenses. However, Microsoft’s negotiation tactics were frustrating for the client as they were unable to get clear proposals. Even after settling on specific requirements, Microsoft continued to propose new things that were out of scope.

Objectives

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Optimize Microsoft spend.
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Develop effective negotiation strategies to achieve a contract that meets requirements.
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Evaluate alternative desktop options.
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Ensure compliance with licensing agreements.
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Complete and verify true-up accurately.

The Solution

We reviewed and revised the Effective License Position (ELP) through data scrubbing and identified alternatives to Microsoft products, including Google G Suite. We supported a proof of concept and created a transition plan to enable G Suite. By reviewing the Microsoft products required after the transition we were able to optimize the Microsoft licensing strategy. We presented options to Microsoft to facilitate negotiation and ultimately reduced the client’s Microsoft spend while ensuring compliance and completing an accurate true-up.

Solution Approach

1
Identified the required capacity and licenses needed to optimize software assets.
2
Reviewed and revised the Effective License Position (ELP) by ensuring accurate and clean data to ensure compliance.
3
Evaluated and presented available alternatives to Microsoft products, including Google G-Suite.
4
Supported a proof of concept and developed a transition plan to enable a smooth migration to G-Suite.
5
Presented a proposal with multiple options to Microsoft to focus negotiations on the most favorable terms.

Key Insights

Accurate cost analysis requires up-to-date data collection.
Evaluating alternatives is crucial to establishing cost benchmarks.
Making informed decisions about software maintenance and support requires identifying capacity and infrastructure plans.

Results

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15% reduction in software unit costs.

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75% reduction in software support and maintenance costs through a review of server migration plans to the cloud.

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30% improvement in cost structure through migration to an alternative solution.

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30% improvement in cost structure through migration to an alternative solution.

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Microsoft made concessions resulting in reduced cost Azure bundles.

Real solutions, real stories, real success.

The savings we have been able to realize in our mainframe and distributed software maintenance contracts is in the millions of dollars and is a direct result of the work ISAM was contract to perform. 

Chief, IT Contracts Branch