01Plan
Subscription planning & procurement
Right-sized licensing recommendations based on how your teams actually use each platform, not the default plan tier.
- Microsoft 365, Azure & Dynamics 365 licensing
- Adobe Creative Cloud and Acrobat plans
- Google Workspace subscription management
- Autodesk and security vendor licensing
- Volume licensing and enterprise agreements
Best for: Organizations juggling multiple vendor subscriptions who want a single licensing partner.
Typical timeline: Initial licensing review typically takes 1 week.
02Renew
Renewal management
Proactive renewal tracking so subscriptions don't lapse, auto-renew at the wrong tier, or get missed entirely.
- Renewal calendar and advance notice
- True-up and true-down guidance at renewal
- Multi-vendor invoice consolidation
- Contract and enterprise agreement tracking
- Renewal negotiation support
Best for: Teams that have been caught off guard by a lapsed license or surprise renewal invoice before.
Typical timeline: Renewal tracking is set up during onboarding and runs continuously.
03Optimize
Cost optimization
Regular license audits that catch unused seats, wrong-tier plans, and consolidation opportunities across vendors.
- Seat utilization and license audits
- Plan tier right-sizing
- Duplicate or unused license identification
- Cost comparison across licensing paths
- Annual optimization review
Best for: Organizations that suspect they're overpaying for software but haven't had time to audit it.
Typical timeline: License audits typically take 1–2 weeks depending on vendor count.
04Comply
Compliance & audit support
Documentation and license position tracking that keeps you ready for a vendor compliance review.
- License compliance tracking
- Vendor audit preparation support
- Seat count and deployment documentation
- Named-user vs. device licensing guidance
- Software asset management records
Best for: Businesses that want to avoid compliance surprises during a vendor audit.
Typical timeline: Compliance documentation is maintained on an ongoing basis.
05Consolidate
Vendor consolidation strategy
A single strategy for how many vendors you actually need, so licensing sprawl doesn't quietly become five different renewal calendars and five different support numbers.
- Vendor footprint assessment
- Overlap and redundancy identification
- Consolidation roadmap and sequencing
- Single-partner procurement setup
- Migration support for consolidated platforms
Best for: Organizations that have accumulated licenses across too many vendors and want a simplified path forward.
Typical timeline: Vendor footprint assessment typically completed in 1–2 weeks.
06Report
Licensing reporting & spend visibility
Clear, consolidated reporting on what you're licensed for and what it costs, so budget conversations start from real numbers instead of estimates.
- Consolidated licensing dashboard
- Quarterly spend and utilization reports
- Budget forecasting for renewals
- Executive-ready summaries
- Historical spend trend tracking
Best for: Finance and leadership teams that want licensing costs tracked and forecasted, not just paid when invoices arrive.
Typical timeline: First consolidated report typically delivered within 30 days of onboarding.