Case Study — IBM Licensing Optimisation

IBM Mainframe Licensing Review Delivers $6.5M Annual Savings for Global Financial Institution

How Redress Compliance eliminated $15 million in non-compliance exposure and achieved $6.5 million in recurring annual savings through mainframe MLC optimisation, workload rebalancing, legacy application decommissioning, and a long-term compliance governance framework.

📋 Case StudyIBM Licensing AssessmentJanuary 9, 2025
$15M → $0Non-Compliance Exposure Eliminated Entirely
$6.5MAnnual Savings — MLC Optimisation + Decommissioning
30%Reduction in Overall Mainframe Licensing Costs
Client Overview
IndustryFinancial Services — Global Banking
PresenceMultiple Regions
IT EnvironmentHeavy mainframe reliance for transaction processing, risk management, and regulatory compliance
Issue$15 million non-compliance exposure, high MLC costs, overprovisioned workloads, underutilised entitlements, and complex sub-capacity reporting
Services ProvidedComprehensive IBM Licensing Review, Mainframe MLC Optimisation, Workload Rebalancing, Compliance Framework Development
Outcome$15M exposure reduced to $0. $6.5M annual savings achieved. 30% reduction in mainframe licensing costs. Full compliance with IBM mainframe terms.

The Challenge

A global financial institution operating across multiple regions engaged Redress Compliance to conduct a comprehensive IBM licensing review, focusing on its mainframe environment. The institution relied heavily on mainframe systems for critical banking operations — including transaction processing, risk management, and regulatory compliance.

With high licensing costs and complex usage metrics, the organisation sought to ensure compliance, optimise licence usage, and reduce unnecessary expenses. The intricate nature of IBM's mainframe licensing structure — including Monthly Licence Charges (MLC) and sub-capacity rules — required specialised expertise to navigate effectively.

🚨 The Risk

The institution faced $15 million in non-compliance exposure from discrepancies in mainframe usage reporting, overprovisioned workloads, and misaligned entitlements. IBM's mainframe licensing is among the most complex and expensive in the enterprise software landscape. MLC fees are calculated based on peak rolling four-hour average utilisation — meaning even short processing spikes can dramatically inflate costs. Without expert analysis, the institution was simultaneously overpaying on MLC and carrying significant hidden compliance risk.

⚠️ Why MLC Optimisation Matters

IBM Monthly Licence Charges represent one of the largest recurring software costs for financial institutions. MLC fees are tied directly to peak mainframe utilisation — specifically the rolling four-hour average (R4HA) — meaning that workload scheduling, LPAR configuration, and processing peaks all directly impact how much you pay each month. Organisations that don't actively manage these variables routinely overpay by 20–40%.

The Process

Redress Compliance conducted a four-phase engagement covering licensing analysis, non-compliance identification, cost optimisation, and long-term governance:

Phase 1: Comprehensive Licensing Analysis
Reviewed IBM mainframe licensing agreements including MLC and one-time charges (OTC) entitlements. Evaluated workload configurations and usage metrics to ensure accurate sub-capacity reporting. Conducted a detailed assessment of peak usage patterns across all LPARs to identify optimisation opportunities and entitlement misalignments.
Phase 2: Non-Compliance & Optimisation Identification
Validated mainframe usage data to identify discrepancies and potential non-compliance risks — finding that the institution's $15M exposure stemmed from inaccurate sub-capacity reporting and entitlement mismatches. Discovered overprovisioned workloads and underutilised entitlements contributing to inflated costs. Identified opportunities to adjust workloads and optimise processing peaks to minimise MLC fees.
Phase 3: Optimisation & Cost Reduction
Implemented workload rebalancing strategies to reduce peak utilisation, directly lowering MLC costs by $5 million annually. Recommended decommissioning legacy mainframe applications no longer required, freeing up resources and saving an additional $1.5 million per year. Reallocated unused mainframe entitlements to align with actual usage, eliminating the need for additional licence purchases.
Phase 4: Governance & Compliance Framework
Developed a compliance framework incorporating automated tools for real-time monitoring of mainframe usage. Delivered targeted training for IT and operations teams to enhance understanding of IBM mainframe licensing policies. Established a regular audit schedule to ensure ongoing compliance, cost control, and proactive management of MLC variables.
💡 Expert Insight — Mainframe MLC Optimisation in Financial Services

Financial institutions are uniquely exposed to IBM mainframe MLC inflation because their processing patterns feature sharp peaks during market hours, end-of-day batch processing, and month-end/quarter-end cycles. These peaks directly drive the rolling four-hour average that determines MLC costs. By rebalancing workloads — scheduling batch jobs outside peak windows, optimising LPAR capping strategies, and retiring legacy applications that unnecessarily consume capacity — organisations can achieve 25–40% reductions in MLC without any loss of processing capability or performance.

The Outcome

Non-Compliance Exposure Eliminated

🛡️

$15M → $0 Exposure

The institution's entire $15 million non-compliance exposure was eliminated through accurate sub-capacity reporting, entitlement realignment, and remediation of usage discrepancies.

Full IBM Compliance

The institution moved from significant hidden risk to fully documented, verifiable compliance with all IBM mainframe licensing terms — audit-ready at any time.

Cost Savings Achieved

📉

$5M Annual MLC Savings

Workload rebalancing strategies reduced peak utilisation, directly lowering Monthly Licence Charges by $5 million per year.

🗑️

$1.5M Decommissioning Savings

Legacy mainframe applications no longer required were identified and retired, freeing resources and reducing annual costs by $1.5 million.

💰

$6.5M Total Annual Savings

Combined MLC optimisation and decommissioning delivered $6.5 million in recurring annual savings — year after year.

Optimisation Outcomes

MetricResult
Mainframe Licensing Cost Reduction30% reduction in overall mainframe licensing costs
Processing Peak Reduction25% reduction in processing peaks through workload rebalancing
Software PortfolioStreamlined mainframe software portfolio — improved IT governance across all regions
Resource AllocationImproved efficiency in mainframe resource allocation and LPAR configuration
Compliance PostureFully compliant with IBM mainframe licensing terms — audit-ready
GovernanceAutomated monitoring, regular audit schedule, and trained IT/operations teams
"Redress Compliance's expertise in IBM mainframe licensing was invaluable. Their recommendations not only ensured compliance but also unlocked significant cost savings. We're now operating more efficiently, with a clear strategy for long-term cost management and scalability."
— CIO, Global Financial Institution
Key ResultDetail
Initial Exposure$15,000,000
Final Exposure$0 — fully remediated
Annual Savings$6,500,000 ($5M MLC + $1.5M decommissioning)
Cost Reduction30% reduction in overall mainframe licensing costs
Peak Reduction25% reduction in processing peaks
ComplianceFully compliant with all IBM mainframe licensing terms

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Fredrik Filipsson

Co-Founder @ Redress Compliance

Fredrik Filipsson is the co-founder of Redress Compliance, a leading independent advisory firm specialising in Oracle, Microsoft, SAP, IBM, and Salesforce licensing. With over 20 years of experience in software licensing and contract negotiations, Fredrik has helped hundreds of organisations — including numerous Fortune 500 companies — optimise costs, avoid compliance risks, and secure favourable terms. Fredrik built his expertise over two decades working directly for IBM, SAP, and Oracle.