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Microsoft · Case Study · Chicago

Chicago IT services firm. Nineteen percent savings on the Microsoft EA renewal.

M365, E5, Microsoft Copilot, Azure, Power Platform, Dynamics 365, the Enterprise Agreement framework, and the buyer side moves on the Microsoft renewal at the leading Chicago IT services firm.

Contact Us Microsoft EA Renewal Playbook
19%EA renewal savings
500+Microsoft engagements
Industry Recognized
500+ Enterprise Clients
$2B+ Under Advisory
11 Vendor Practices
100% Buyer Side Independent
Customer
Chicago IT services firm
Anonymised. Leading Chicago IT services firm.
Vendor
Microsoft
Enterprise Agreement renewal cycle.
Outcome
19% savings
Against the publisher's preferred Microsoft framework.
Engagement
Renewal negotiation
Six month engagement across the Microsoft framework.

A leading Chicago IT services firm operating across the broader Midwest renewed its Microsoft Enterprise Agreement at nineteen percent below the publisher's opening proposal. Microsoft's first quote bundled M365 E5 across the full user population, broad Copilot attach, and an Azure commitment sized against publisher forecasting rather than actual workload demand. The Redress engagement anchored each line back to actual usage. Read the related Microsoft advisory practice, the Microsoft EA renewal playbook, and the Microsoft knowledge hub.

The renewal touched five commercial dimensions:

  1. M365. Mix across E3, E5, and F3 user populations.
  2. Microsoft Copilot. Attach scope across the user base.
  3. Azure. Commitment level across workloads.
  4. Power Platform. Per app and per user licensing.
  5. Dynamics 365. Module mix across business functions.

The customer

The customer is a Chicago IT services firm with a substantial Microsoft estate covering its own staff and a managed service portfolio across the Midwest. The deployment spans M365, Microsoft Copilot, Azure, Power Platform, and Dynamics 365 across both internal users and a defined customer facing population. Redress was engaged seven months ahead of the EA renewal. Read the Microsoft knowledge hub for the wider practice.

The Microsoft proposal

Microsoft's opening proposal anchored the renewal at the upper customer scale across four lines:

  • M365 E5 at full population with security and compliance priced against every active user, including the operations and customer support workforce.
  • Microsoft Copilot attached broadly without pilot validation.
  • Azure commitment sized against publisher demand forecasting rather than the customer's workload pipeline.
  • Power Platform and Dynamics 365 at full population rather than active maker, operator, and module specific user counts.

Reframing the renewal

Redress reframed the renewal around actual usage data: the real M365 user mix across knowledge workers, operations, and firstline workforce; the real Copilot pilot scope; the real Azure workload forecast for the next three years; and the real Power Platform and Dynamics 365 active populations. Each publisher line was tested against entitlement records and consumption telemetry before any counter offer was tabled. Read the Microsoft EA true up guide and the Microsoft EA negotiation strategies.

The M365 move

The publisher proposed M365 E5 across the full user population. Actual usage data showed a knowledge worker population that warranted E5 features for security and compliance, plus a larger operations and customer support population that did not need the E5 bundle and could run on E3, plus a firstline workforce on F3. The renewal landed on a three tier mix aligned to roles. Read the M365 E3 versus E5 comparison.

The Microsoft Copilot move

The publisher proposed broad Copilot attach across the user base at the standard $30 per user per month list price. The customer was midway through a Copilot pilot covering a defined population of senior consultants and solution architects. The pilot scope anchored the renewal, with Copilot attach contained to validated personas rather than committed across the broad user base. Expansion is preserved as a renewal lever for year two and year three. Read the Microsoft Copilot licensing guide and the Microsoft 365 Copilot CIO playbook.

The Azure move

The publisher proposed an Azure commitment sized against forecast growth that did not match the customer's actual project pipeline. The renewal anchored the Azure commitment to the workload demand the customer's cloud team could defend: actual compute, storage, and networking forecasts by quarter across the contract term. The commitment landed at a level the customer could consume rather than a level that risked overcommit fees at year two. Read the Azure cost optimization playbook.

The buyer side moves

Eleven moves compounded across the renewal:

  1. Anchor every line to actual usage across user count, M365 mix, Copilot pilot scope, Azure workload demand, and product specific consumption.
  2. Negotiate M365 E5 against the actual E5 user population, not the full headcount.
  3. Negotiate Copilot against pilot scope, not broad attach.
  4. Negotiate Azure against the workload forecast the customer can defend.
  5. Negotiate Power Platform against the active maker and operator count.
  6. Negotiate Dynamics 365 against active module use, not full user populations.
  7. Negotiate renewal discount tier against Microsoft's published tier structure.
  8. Negotiate rounding to favor the customer at every commitment level.
  9. Negotiate the annual price increase with a cap aligned to the contract term.
  10. Negotiate the commitment cap with overage protection at favourable rates.
  11. Run the renewal continuously rather than as a single cycle.

Read the Microsoft EA renewal playbook, the Microsoft EA true up guide, the Microsoft EA negotiation strategies, the Microsoft advisory practice, and the Microsoft Enterprise Agreement 2026 guide.

The commercial outcome

Nineteen percent saved against the publisher's opening proposal. Each headline line landed against actual usage: M365 mix split across E5, E3, and F3 by role; Copilot attach contained to the validated pilot scope; Azure commitment matched the defendable workload forecast; Power Platform and Dynamics 365 matched active use rather than full headcount.

The renewal also delivered durable price protection and a renewal posture that preserves leverage at the next cycle. Read the related Danish professional services Microsoft EA case study, the Canadian manufacturer Microsoft EA case study, and the US professional services Microsoft EA case study.

How we engage

  • Microsoft EA scoping. Six week engagement that maps the Microsoft estate, anchors actual usage, and identifies the immediate moves at the next renewal cycle. Microsoft advisory practice.
  • Microsoft renewal negotiation. Renewal negotiation engagement covering EA, M365, Copilot, Azure, and the wider Microsoft conversation. Microsoft renewal practice.
  • Microsoft Copilot advisory. Advisory engagement for Copilot rollout decisions inside the M365 estate. Microsoft Copilot advisory.
  • Vendor Shield. Always on multi vendor management posture across the broader enterprise software estate. Vendor Shield.
  • Run the calculator. The Microsoft 365 license optimizer sizes the Microsoft estate against your actual user population.
Microsoft EA Renewal Playbook

Forty pages. The full Microsoft EA renewal framework from the Microsoft practice.

The eleven move framework, the EA framework, the M365 framework, the Microsoft Copilot framework, the Azure framework, the Power Platform framework, the Dynamics 365 framework, and the buyer side moves at every step of the Microsoft renewal cycle.

Used across more than five hundred Microsoft engagements. Independent. Buyer side. Built for IT procurement leaders running the next Microsoft Enterprise Agreement renewal cycle.

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19%
EA renewal savings
11 moves
Buyer side framework
5 frameworks
Microsoft scope
500+
Microsoft engagements
100%
Buyer side

Microsoft framed the EA renewal as the immediate uplift across the broader Microsoft framework at the renewal cycle. Redress reframed the renewal around the customer's actual user framework, with the M365 E5 framework, the Copilot framework, and the Azure framework matching the actual customer estate. Nineteen percent reduction across the Microsoft EA framework.

Chief Information Officer
Leading Chicago IT services firm
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