Gartner Research

A Quintessential Roadmap for Renewing a Microsoft Enterprise Agreement

Published: 09 November 2018

ID: G00360702

Analyst(s): Ben Jepson , Stephen White , James Smith


Microsoft Enterprise Agreement renewals must address a complex combination of changing products, use rights and contracts. Sourcing, procurement and vendor management leaders can achieve a successful renewal through preparation, stakeholder engagement and requirement analysis.

Table Of Contents
  • Key Challenges



  • Foundations: Develop and Follow the Renewal Plan
    • Begin With the End in Mind
    • Set the Footings for the EA Renewal Project Team
  • Technical Assessment: Identify Current and Short-Term Requirements
    • Assess the Future State — Consider Alternatives
    • Evaluate Your Future State and Timelines of Adoption
    • Include Rightsizing Analysis for Effective Planning
  • Synergize Licensing: Assess the Options
    • Leverage Rightsizing Analysis to Align Licensing Options and Create Synergies
    • Evaluate the Office 365 Adoption Time Scale When Assessing SA Renewal
    • Review All Proposed Microsoft Agreements Carefully
  • Negotiate: Engage Microsoft With Your Requirements
    • Compare New Contracts and Terms With Existing Contracts
    • Validate the Financials of the Renewal
  • Review (Final) Proposals and Contracts: Last Chance

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