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PHONE HOTLINE: +1 (866) 530-ISAM (4726)E-MAIL: info@isamgroup.com
CONTACT US
OPTIMIZING MICROSOFT LICENSING

A Finance Case Study in Cost Savings and Compliance

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INDUSTRY: Finance
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PRODUCT: Banking
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SIZE: 20,000
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ESTABLISHED: 2004
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SAM TOOL USED: SCCM, Clarity, RVTool
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VENDOR FOCUS: Microsoft
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KPIS: Cost savings, hardware capacity growth, compliance, and license optimization
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ISAM SERVICES UTILIZED: License Optimization and Negotiation Support

The Problem

The company needed to renew its Microsoft Enterprise Agreement that supports desktop and data center infrastructure for its branches, while also optimizing licensing, ensuring contract and license compliance, reducing costs, avoiding risk, and providing for ease of true-up and long-term savings.

Objectives

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Renew Microsoft Enterprise Agreement.
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Optimize licensing to ensure cost efficiency.
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Ensure compliance with contract and license agreements.
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Reduce costs without sacrificing functionality.
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Implement measures for easy and accurate true-up.

The Solution

Under ISAM’s SAM Advisory practice, we implemented a comprehensive solution approach to optimize the organization’s software assets. We collected utilization and configuration data from multiple tools, including Maptool, RVTool, SCCM, and Clarity. Using this data, we created and reviewed the Effective License Position (ELP) to ensure compliance with licensing agreements. We also reviewed previous agreements to provide guidance on pricing, licensing, and counting rules. Additionally, we mentored the procurement team to provide education in best practices for software asset management.

Solution Approach

1
Utilized data collection tools such as Maptool, RVTool, SCCM, and Clarity to gather utilization and configuration data.
2
Reviewed and created an Effective License Position (ELP) to ensure compliance with licensing agreements.
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Conducted a review of previous agreements and pricing.
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Provided guidance on pricing, licensing, and counting rules to optimize licensing.
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Mentored the procurement team to provide education in best practices for license management.

Key Insights

Accurate utilization and configuration data are essential for optimizing licensing and achieving compliance with licensing agreements.
Reviewing previous agreements is necessary to provide guidance on pricing, licensing, and counting rules for license optimization.
Mentoring the procurement team in best practices is advantageous for effective software asset management.
Concessions from vendors can lead to additional discounts and cost savings.

Results

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36% reduction in software costs from initial to final proposals.

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Negotiated almost best-in-class and best-in-class discounts for Microsoft Office 365 and security products.

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Additional product concessions ensured growth without incurring additional expenses.

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Microsoft concessions led to an additional discount on SQL.

Real solutions, real stories, real success.

We received more products for less money than our current run rate. 

Senior Vice President, Sourcing, Asset and Vendor Management