Editorial photograph of a US professional services operations team reviewing the Microsoft Enterprise Agreement framework
Case Study · Microsoft · US Professional Services

US Professional Services. Microsoft EA renewal closed at material saving.

A US professional services firm closed the Microsoft Enterprise Agreement through Microsoft EA renewal, Microsoft 365 license optimization, and Microsoft Azure commit.

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The Microsoft EA Preparation Playbook: The Work That Wins the Renewal

Five workstreams in order: the license position, the usage file, the demand forecast, the benchmark and alternatives files, and the ask list drafted before Microsoft drafts theirs, with the executives aligned before the first meeting.

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A US professional services firm with roughly twenty thousand employees renewed its Microsoft Enterprise Agreement. The estate covered Microsoft 365 E3 and E5, Azure and the surrounding Microsoft stack.

Professional services firms are Microsoft heavy by nature. The work is documents, mail and meetings, so the platform is genuinely central rather than incidental.

That makes the SKU mix the decisive question, because everyone needs the platform and only some people need the expensive version of it.

The customer profile

Around twenty thousand employees across US operations, with a workforce split between client facing professionals, support functions and a smaller technology group.

Client confidentiality drives genuine security and compliance requirements for some populations. Extending those requirements to everyone is a licensing decision dressed as a security posture.

The opening position

Microsoft's renewal position carried the existing mix forward with an uplift, priced against the agreement rather than against measured feature use.

A renewal quoted from the previous agreement never examines whether the previous agreement was right, which is exactly why it is comfortable to issue.

The approach

We segmented the population by actual security, compliance and analytics need, then measured how many people genuinely consumed E5 capabilities.

The answer, as it usually is, was a minority. Client facing populations handling sensitive matters had a real case. Support functions largely did not.

We then sized the Azure commitment on trailing consumption, staged Copilot against measured uplift rather than a coverage target, and built the renewal calendar the firm had never had.

The eleven moves

  1. Segment the user population. By actual security, compliance and analytics need, before anyone discusses SKUs.
  2. Move to a mixed E3 and E5 estate. E5 for the populations that use its capabilities.
  3. Stage Copilot against measured uplift. Not against a coverage target.
  4. Size the Azure commitment honestly. On trailing consumption you can evidence.
  5. Win true down rights. Commitments should move in both directions.
  6. Negotiate the price increase. It is a line in your agreement, not a law of physics.
  7. Right size Power Platform and Dynamics. To the actual rollout plan.
  8. Build the renewal calendar. Anniversary, true up, renewal and notice dates in one place.
  9. Cost a credible alternative. Priced, for a defined population.
  10. Negotiate contract terms alongside price. Flexibility outlasts any discount.
  11. Track consumption between renewals. So the next cycle starts from your numbers.

The commercial outcome

  • Renewal closed. On a mixed E3 and E5 estate matched to measured need.
  • SKU mix. E5 retained for populations that genuinely use its capabilities.
  • Azure. Commitment sized on trailing consumption rather than forecast.
  • Copilot. Staged against measured uplift.
  • Calendar. Anniversary, true up, renewal and notice dates recorded and owned.

The uniform E5 estate is the most common and most expensive default in Microsoft licensing. Segmenting the population is unglamorous work and it consistently outperforms arguing about the discount.

How we engage

  • Microsoft EA scoping. A six week engagement that segments the user population, measures actual E5 and Copilot use, and sizes the Azure commitment on trailing consumption. Microsoft services practice.
  • EA renewal negotiation. We run the renewal across the SKU mix, Copilot, Azure and the contract terms. EA negotiation strategies.
  • Microsoft vendor management. The six artefacts kept current between renewals. Microsoft vendor management toolkit.
  • Vendor Shield. Always on cover across Microsoft and the wider software estate. Vendor Shield.
  • Run the numbers. The software spend assessment sizes your Microsoft position against actual use.
Need help? Try our AI agents. Run the Microsoft EA Renewal agent free → Free to demo, no signup. Scoped to your enrollment and your renewal. Runs in your browser.
Microsoft EA Renewal Playbook

Forty pages. The full Microsoft EA position from the practice.

The eleven moves, SKU segmentation, staging Copilot against measured uplift, Azure commitment sizing, and the buyer side position at every step of an EA renewal.

Used across more than five hundred enterprise clients. Independent. Buyer side.

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Closed
Microsoft EA renewal
11 moves
Buyer side moves
3 years
Contracted term
500+
Enterprise clients
100%
Buyer side

Microsoft framed the Microsoft 365 E5 as the immediate Microsoft uplift across the broader Microsoft. Redress reframed the approach around the customer's actual Microsoft 365 utilization. Microsoft EA renewal closed at material commercial saving.

Director IT Procurement
US professional services firm
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