Editorial photograph of a Charles Schwab financial services operations team reviewing the IBM software framework
Case Study · IBM · Charles Schwab

Charles Schwab. Six million dollars saved by eliminating IBM shelfware.

Charles Schwab saved six million dollars on the IBM licensing framework through IBM licensing optimization framework, IBM shelfware elimination framework, and the IBM ILMT sub capacity framework.

Contact Us IBM Practice
500+Vendor engagements
$6MIBM licensing saving
Industry Recognized
500+ Enterprise Clients
$2B+ Under Advisory
11 Vendor Practices
100% Buyer Side Independent

Charles Schwab saved six million dollars by eliminating IBM shelfware on the IBM software framework through the IBM software framework framework optimization, the IBM software framework contract negotiation framework, and the buyer side moves on the IBM software framework across the contracted IBM software framework renewal cycle. The IBM software framework, the IBM Db2 framework, the IBM WebSphere framework, and the buyer side moves on the IBM software framework. Read the related IBM services practice, the IBM knowledge hub, the IBM licensing assessment service, the IBM ELA renewal strategy guide, and the IBM vendor management playbook.

The customer profile

Charles Schwab is one of the largest US financial services groups with approximately thirty thousand employees, with operations across the United States. The customer's IBM software framework estate spans IBM Db2, IBM WebSphere, IBM MQ, IBM CICS, and the broader IBM software framework framework, with material IBM software framework across the customer's broader the United States technology framework.

The customer's IBM software framework anchored the broader IBM software framework against the publisher's preferred broad IBM software framework at the upper customer scale. The customer ran the IBM software framework alongside the customer's broader operations technology framework, with material commercial sensitivity to the IBM software framework against the customer's actual IBM software framework utilization framework.

The opening publisher quote

The publisher's opening IBM software framework renewal framework quote anchored the broader IBM software framework at the publisher's preferred broad IBM software framework. The opening IBM software renewal framework anchored Charles Schwab's IBM software framework against the publisher's preferred broad IBM software framework with substantial IBM software framework escalation against substantial IBM shelfware across the customer's broader IBM software deployment framework.

The opening IBM software framework renewal framework included substantial IBM software framework escalation across the customer's broader IBM software framework. The publisher anchored the IBM software framework against the broader IBM software framework trajectory rather than the customer's actual IBM software framework utilization framework.

The Redress approach

Redress anchored the IBM software framework against the customer's actual IBM software framework utilization framework rather than the publisher's preferred broad IBM software framework. The framework segmented the IBM software framework across the customer's actual IBM software framework utilization framework, the customer's actual IBM software framework product framework, the customer's actual IBM software framework licensing framework, and the customer's actual IBM software framework renewal framework.

Redress applied an IBM licensing optimization framework, an IBM shelfware elimination framework, and the IBM ILMT sub capacity framework against Charles Schwab's actual IBM software deployment framework. The framework anchored the IBM software framework against the customer's actual IBM software framework utilization framework rather than the publisher's preferred broad IBM software framework.

The buyer side moves

Redress applied an eleven move framework across the IBM software negotiation.

  1. Anchor against actual utilization. Reset the conversation around what Charles Schwab actually runs, not the publisher's broad framing.
  2. Segment the estate by product. Db2, WebSphere, MQ, CICS, and the broader IBM portfolio modeled separately.
  3. Profile usage across four principal populations. Production, non production, business continuity, and legacy footprint each measured.
  4. Negotiate against the publisher's opening framing. Re anchor the renewal on actual usage and shelfware findings.
  5. Build a credible competitive posture. Alternative product paths costed and benchmarked to create commercial leverage.
  6. Run the broader audit framework. Surface residual audit exposure as a renewal lever.
  7. Negotiate the IBM Db2 framework. The largest line item handled with its own commercial track.
  8. Run the utilization framework. Measure deployment continuously to identify ongoing shelfware.
  9. Lock in price protection terms. Capped uplifts and protected discounts across the contracted renewal.
  10. Apply the continuous optimization framework. Quarterly cadence to prevent shelfware re accumulation.
  11. Run the broader vendor management posture. Governance and renewal calendar set against the contracted IBM software framework.

The commercial outcome

Charles Schwab closed the IBM software framework at six million dollars below the publisher's opening IBM software renewal framework quote by eliminating shelfware across the customer's broader IBM software deployment framework. The framework anchored the IBM software framework against the customer's actual IBM software framework utilization framework rather than the publisher's preferred broad IBM software framework.

The framework also locked in price protection terms across the contracted IBM software framework renewal framework, with the cumulative effect that the customer's IBM software framework ran alongside the customer's broader operations technology framework. The framework delivered the cleanest commercial framework for the customer's IBM software framework, with material commercial leverage at the broader IBM software framework renewal cycle.

How we engage

IBM Audit Defense Guide

Forty pages. The full IBM software framework from the practice.

The eleven move framework, the IBM software framework, the IBM ILMT sub capacity framework, the IBM shelfware elimination framework, and the buyer side moves at every step of the IBM software renewal cycle.

Used across more than five hundred enterprise software engagements. Independent. Buyer side.

No spam. We will only email you about this download. Privacy.
Run the software spend assessment against your actual IBM software framework in under five minutes.
Open the Tool →
$6M
IBM licensing saving
11 moves
Buyer side framework
3 years
Contracted term
500+
Enterprise clients
100%
Buyer side

IBM framed the IBM software framework as the immediate IBM uplift at the renewal cycle. Redress reframed the framework around Charles Schwab's actual IBM software utilization framework and eliminated shelfware. Six million dollars saved against the publisher's opening IBM software renewal framework quote.

Vice President Software Asset Management
Charles Schwab
Continue Reading

More from this practice.

IBM Practice →
IBM Services Practice
IBM · Practice
IBM Services Practice
The IBM services practice.
20 min read
IBM ELA Renewal Strategy
IBM · Guide
IBM ELA Renewal Strategy
The IBM ELA renewal strategy guide.
18 min read
IBM Vendor Management Playbook
IBM · Playbook
IBM Vendor Management Playbook
The IBM vendor management playbook.
18 min read
IBM Licensing Assessment
IBM · Service
IBM Licensing Assessment
The IBM licensing assessment service.
16 min read
IBM Knowledge Hub
IBM · Hub
IBM Knowledge Hub
The IBM knowledge hub.
12 min read
Editorial photograph

Your renewal calendar is your leverage.

Vendor management, contract negotiation, audit defense, renewal strategy. One firm. Eleven practices.

IBM intelligence, monthly.

IBM software framework signals, IBM ILMT sub capacity framework signals, IBM ELA framework signals, and the broader IBM software licensing leverage signals across the practice.