Microsoft 365 Enterprise Plan Selection CIO Playbook. The buyer side framework for Microsoft 365.

The Microsoft 365 enterprise plan selection framework anchors the Microsoft 365 plan framework against the customer's actual Microsoft 365 utilization framework across the contracted Microsoft Enterprise Agreement renewal cycle.

The publisher's preferred Microsoft framework anchors the broad Microsoft 365 plan framework across the customer's Microsoft 365 user populations, with the cumulative effect that the publisher's preferred trajectory is the broad Microsoft 365 plan framework across Microsoft 365 E3, Microsoft 365 E5, Microsoft 365 F3, Microsoft 365 Business Premium, and the broader Microsoft 365 plan framework.

The buyer side framework anchors the Microsoft 365 framework against the customer's actual Microsoft 365 utilization framework. The framework typically delivers fifteen to thirty percent savings across the Microsoft 365 framework at the EA renewal cycles. Read the related Microsoft services practice, the Microsoft knowledge hub, the Microsoft EA renewal playbook, and the Microsoft 365 license optimizer.

The Microsoft 365 enterprise plan selection framework intersects with five principal commercial dimensions across the customer's Microsoft 365 framework:

1. The Microsoft 365 plan framework.
2. The Microsoft 365 add on framework.
3. The Microsoft 365 user framework.
4. The Microsoft 365 true up framework.
5. The Microsoft 365 renewal framework.

The Microsoft 365 plan framework

The Microsoft 365 plan framework is the publisher's preferred Microsoft framework that anchors the Microsoft 365 subscription framework across the customer's actual Microsoft 365 plan framework. The framework typically anchors the Microsoft 365 plan framework at the publisher's preferred broad Microsoft 365 E5 trajectory at the upper customer scale.

The Microsoft 365 plan framework segments the plan framework across four principal Microsoft 365 plan populations: the Microsoft 365 E3 framework, the Microsoft 365 E5 framework, the Microsoft 365 F3 framework, and the bespoke Microsoft 365 plan framework. The buyer side framework anchors the Microsoft 365 plan framework against the customer's actual Microsoft 365 utilization framework. Read the related Microsoft 365 license optimizer.

The Microsoft 365 add on framework

The Microsoft 365 add on framework is the second principal commercial framework. The publisher segments the Microsoft 365 add on framework across the customer's actual Microsoft 365 add on framework. The framework typically meters the Microsoft 365 add on framework against the customer's actual Microsoft 365 add on count at the contracted Microsoft EA renewal cycle.

The Microsoft 365 add on framework typically segments the add on framework across four principal Microsoft 365 add on populations: the Microsoft 365 E5 Compliance add on framework, the Microsoft 365 E5 Security add on framework, the Microsoft 365 Power BI Pro add on framework, and the bespoke Microsoft 365 add on framework. Read the related Microsoft Copilot enterprise licensing guide.

The Microsoft 365 user framework

The Microsoft 365 user framework is the third principal commercial framework. The publisher segments the Microsoft 365 user framework across four principal Microsoft 365 user populations: the knowledge worker framework, the firstline worker framework, the developer framework, and the bespoke Microsoft 365 user framework.

The buyer side framework anchors the Microsoft 365 user framework against the customer's actual Microsoft 365 utilization framework rather than the publisher's preferred broad Microsoft 365 E5 framework, with material commercial saving across the Microsoft 365 framework when the customer's actual Microsoft 365 utilization framework matches the lower Microsoft 365 E3 framework.

The true up framework

The Microsoft 365 true up framework is the fourth principal commercial framework. The publisher segments the Microsoft framework across the contracted Microsoft true up cycles, with the Microsoft 365 true up framework producing the consumption framework that anchors the Microsoft 365 framework.

The Microsoft 365 true up framework typically segments the true up framework across four principal Microsoft 365 true up populations: the under true up framework, the at true up framework, the over true up framework, and the bespoke Microsoft 365 true up framework.

The renewal framework

The Microsoft 365 renewal framework is the fifth principal commercial framework. The publisher anchors the renewal framework against the customer's broader Microsoft framework at the EA renewal cycle.

The Microsoft 365 renewal framework typically segments the renewal framework across four principal renewal populations: the renewal scope framework, the renewal plan framework, the renewal user framework, and the bespoke renewal framework.

The exposure framework

The Microsoft 365 exposure framework is the sixth principal commercial framework. The framework typically segments the exposure population across four principal exposure populations: the plan escalation, the add on escalation, the user escalation, and the renewal escalation. Microsoft has applied substantial price increases at the Microsoft 365 framework, with documented cases at the upper customer scale.

The buyer side moves

The buyer side framework for the Microsoft 365 enterprise plan selection framework has eleven moves:

1. Anchor the framework. Position the Microsoft 365 framework against the customer's actual Microsoft 365 utilization framework.
2. Segment the plan framework. Segment across the four principal Microsoft 365 plan populations.
3. Run the add on framework. Run across the four principal Microsoft 365 add on populations.
4. Negotiate the plan framework. Negotiate against the publisher's preferred broad Microsoft 365 E5 framework.
5. Build a credible competitive posture. Across alternative collaboration framework, alternative productivity framework, and alternative cloud framework.
6. Run the audit framework. Run the broader Microsoft audit framework against the Microsoft 365 framework.
7. Negotiate true up. Negotiate the Microsoft 365 true up framework against the publisher's preferred broad Microsoft 365 true up framework.
8. Run the utilization framework. Run the Microsoft 365 utilization framework.
9. Lock in price protection terms.
10. Apply the Microsoft EA framework.
11. Run vendor management. Run the broader Microsoft vendor management posture across the contracted Microsoft 365 framework. Read the related Microsoft EA renewal playbook.

How we engage

• Microsoft 365 scoping. Six week engagement that scopes the Microsoft 365 framework. Microsoft services practice.
• Microsoft EA renewal. EA renewal engagement that handles the Microsoft EA framework, the Microsoft 365 framework, and the broader Microsoft renewal conversation. Microsoft EA renewal playbook landing.
• Microsoft audit defense. Audit defense engagement. Microsoft audit defense service.
• Vendor Shield. Always on multi vendor management posture. Vendor Shield.
• Run the optimizer. The Microsoft 365 license optimizer sizes the Microsoft 365 framework.