Gartner Research

Optimizing a Microsoft Audit Settlement, Part 1: Validate the Position and Negotiate the Settlement

Published: 19 October 2017

ID: G00324275

Analyst(s): Victoria Barber, Ben Jepson , Stephen White


Microsoft's license models, terms and use rights are complex, ever-changing and easily misinterpreted, which too often results in costly noncompliance. Sourcing and vendor management leaders can use this research to validate their license position and negotiate optimal Microsoft audit settlements.

Table Of Contents
  • Key Challenges



  • Analyze the Identified License Position to Ensure That the Scope Is Accurate
    • Getting the Overall Numbers Right
    • Resolving Accurate and Trustworthy Data
    • Be Proactive
    • Recommendations for Microsoft Contract Negotiators
  • Misinterpreted Terms, Use Rights or License Models Must Be Clarified
    • Commonly Misinterpreted Licensing Scenarios That Risk Audit Failure
    • Recommendations for Microsoft Contract Negotiators
  • Leverage Your Relationship With Your Microsoft Account Manager and Any Contract Renewals or Future Product Investments to Optimize Audit Settlement Negotiations
    • Microsoft's Recent SAM Announcement
    • Leverage Your Renewal and Key Quarter Ends
    • Consider Alternative Purchasing Methods for Remediation
    • Recommendations for Microsoft Contract Negotiators

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