Microsoft license optimization advisory boardroom
Advisory / Microsoft Optimization

Microsoft Optimization Services

We right size the M365 estate, cut Azure waste, and prepare the EA for every renewal. Buyer side only. 15 to 30 percent typical saving.

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15 to 30%Typical Microsoft saving
500+Enterprise clients
Home/Microsoft Services/Microsoft Optimization
500+ Enterprise Clients Industry Recognized $2B+ Under Advisory 11 Vendor Practices 100% Buyer Side Independent
When we help

Three moments we step in

Scenario 01
License rightsizing
The estate has drifted onto E5 across populations that never use the advanced services. Active usage data is needed to convert seats down without breaking productivity.
Scenario 02
M365 plan review
A new fiscal year is opening. Procurement wants the M365 plan mix segmented across E1, E3, E5, F1, and F3 before the next true up cycle adds another layer of cost.
Scenario 03
Azure waste reduction
Azure consumption has overtaken the EA forecast. Reserved Instances, Savings Plans, and Hybrid Benefit have not been applied. Idle workloads are still billing.
How we help

Four phase buyer side procedure

Phase 01
Scope and baseline
User counts by SKU, active service usage from the M365 admin center, Azure consumption telemetry, and the EA clause map.
Phase 02
Optimization model
SKU conversion plan across E1, E3, E5, F1, F3. Azure Reservation and Savings Plan model. Point product overlap with E5 bundled features.
Phase 03
Negotiation
Bring the optimization into the EA or MCA E negotiation as a single layered move. Lock named SKU price holds for the full contracted term.
Phase 04
Governance handover
Quarterly SKU reconciliation cadence, Azure shaping routine, and pre true up validation handed to procurement and the EA owner.
Deliverables

What you get at close

01
M365 SKU mix model
Segmented user population mapped to the right SKU across E1, E3, E5, F1, F3, and M365 Business.
02
Azure shaping plan
Reservation and Savings Plan model with Hybrid Benefit application on Windows Server and SQL Server.
03
Point product overlap report
Third party security, Power BI, Intune, and Defender duplications already bundled into the E5 entitlement.
04
Copilot rightsizing brief
Active power user population, usage telemetry, and contractual scale down right for the Copilot footprint.
05
EA position paper
Renewal posture with the optimization baked in. Step Up math, Software Assurance benefits, and the discount band.
06
Governance handover pack
Quarterly reconciliation routine, pre true up validation checklist, and reporting cadence for the EA owner.
Outcome

What changes after we engage

15 to 30%
Typical Microsoft
saving
8 to 15%
M365 SKU
rationalization
20%+
Azure waste
removed
5%
True up exposure
ceiling
100%
Buyer side
independent
Engagement model

Two ways to engage

Pick the option that matches your posture. Fixed Fee for a single optimization cycle into renewal. Vendor Shield for continuous always on Microsoft optimization across the calendar year.

Option A

Fixed Fee Engagement

Scope
Single optimization cycle across M365, Azure, and the next EA renewal. Fixed scope from day one.
Timeline
Eight to twelve weeks typical. Same week start once scope is signed.
Pricing
Fixed fee. Quoted on scope. No hourly billing.
Best for
Defined optimization window, planned EA renewal, or a one off Azure waste review.
Schedule a Call →
Option B

Vendor Shield

Scope
Continuous Microsoft optimization. M365 quarterly review, Azure monthly shaping, true up control, renewal preparation.
Timeline
12 to 24 month subscription. Renews annually.
Pricing
Annual subscription. Quoted on estate size.
Best for
Estates that want to keep the optimization alive between renewals and stop drift from coming back.
Vendor Shield detail →
Microsoft framed the renewal as a referendum on E5 and Copilot enterprise wide. Redress reframed it as a SKU mix decision and an Azure shaping decision. Material saving against the publisher opening and contractual scale down rights kept on the table.
Group Head of IT Procurement
Global manufacturing major
Buyer side advisory boardroom

Your Microsoft estate has cost to cut

M365 SKU drift. Azure waste. Unprotected Copilot uplift. EA renewal nine months out. We start where you are.

Buyer side intelligence, monthly

One letter a month. Negotiation moves, audit signals, and price book shifts.