Are You Prepared for the Next Microsoft Audit—or Will Your Organization Be Caught Off Guard?

Choose Licensing Data Solutions to Identify Microsoft Licensing Gaps, Eliminate Overspending, and Protect Against Costly Audit Surprises—Before They Happen

Whether you’re preparing for a true-up, renewing your Enterprise Agreement, or transitioning to the cloud—our auditor-grade analysis ensures you remain compliant, cost-efficient, and fully in control of your Microsoft estate

Start Optimizing Your Microsoft Portfolio Today

 
 

Reduce Costs

 

Optimize licensing to eliminate unnecessary spending

 25-40% Average Savings
 
 

Ensure Compliance

 

Avoid costly audit penalties and legal risks

 100% Audit Readiness
 
 

Maximize ROI

 

Get the most value from your Microsoft investments

 60%+ Enhanced Value
 
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 The Licensing Crisis Every Organization Faces

Most companies are trapped in a cycle of reactive software management, wasting millions while risking compliance violations.

Facing a Microsoft software audit or trying to manage complex licensing can quickly turn stressful. Every year, organizations must collect accurate data on how their Microsoft software is deployed and used to complete their true-up or renewal. While this may sound simple, many teams find themselves scrambling to gather and match this information without disrupting daily work or critical projects. When this process goes wrong, it can lead to wasted time, delayed priorities, unexpected costs, or falling out of compliance—putting your organization at risk of hefty penalties if audited.

$
30%
OF SOFTWARE BUDGET

Wasted on Unused Licenses

Organizations unknowingly pay for thousands of inactive or underutilized software licenses every year.

  
83%
OF COMPANIES

Are Out of Compliance

Most enterprises operate with licensing gaps that could trigger costly vendor audits at any time.

  
$4.2M
AVERAGE COST

Per Software Audit

The average cost of a major software audit includes penalties, legal fees, and emergency license purchases.

  
40hrs
OPER MONTH

Wasted on Manual Tracking

IT teams spend countless hours on spreadsheets instead of strategic initiatives.

Threat Icon

The Hidden Threat

While you're reading this, your organization might already be operating outside compliance boundaries. Major software vendors are increasing audit frequency by 25% year-over-year.

There's a Better Way

Forward-thinking organizations are using proactive Software Asset Management to turn this crisis into competitive advantage.

checkmark icon Reduce software spend by 20-40%
checkmark icon Maintain bulletproof compliance
checkmark icon Free up IT resources for innovation
checkmark icon Sleep soundly during audit season
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Don't Let Software Licensing Control You

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Take control with proactive Software Asset Management

crisis graph icon Crisis Mode arrow icon Strategic Control checkmark icon

How LDS turn Audit Anxiety into Advantage?

LDS Logo + Microsoft Logo

Transform your Microsoft licensing from complexity to strategic advantage through our proven roadmap

inventory icon Comprehensive Inventory
Auditor-Level Compliance
savings icon Cost Savings
end-to-end icon End-to-End Microsoft
support icon Support for
1
 

Comprehensive Inventory and Data Collection

We create a complete and accurate picture of your Microsoft licensing position by combining proprietary data collection scripts, system reports, and any existing SAM tools you use.

  • Proprietary data collection
  • Complete visibility
  • Gap identification
2
 

Auditor-Level Compliance Analysis

Our analysts, who are former software auditors, calculate your actual license consumption and align it with your license entitlements.

  • Former auditor expertise
  • Accurate consumption calculation
  • Compliance confidence
3
 

Cost Savings Identification

We identify opportunities to reduce costs by highlighting unused software and licenses, and recommending cost-effective models.

  • Unused license recovery
  • Cost-effective models
  • Investment alignment
📊 PROVEN TRACK RECORD

Our Numbers Speak for Themselves

 

Proven results that demonstrate our expertise and commitment to excellence in Microsoft licensing

 
 
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0+
 

ENTERPRISE MICROSOFT CLIENTS

 
 
💰
0M
 

CLIENT SAVINGS

 
 
🏆
0+
 

MICROSOFT LICENSING EXPERTS

 
 
🌍
0+
 

YEARS OF MICROSOFT EXPERIENCE

 
 
🛡️
0%
 

AUDIT DEFENSE SUCCESS RATE

4 Key Benefits of LDS Microsoft Licensing Services

 
📄

Precise Data Collection

Cost-Effective True-Up

Gather accurate deployment data for Microsoft renewals.

👁️

Clear Visibility

Current License Position

Accurate view of Microsoft deployments and licensing.

💲

Cost Optimization

Reduce Software Spend

Identify opportunities to optimize and reduce compliance risks.

🛡️

Audit Confidence

Compliance Assurance

Approach audits with confidence while protecting IT budget.

How LDS Implementation Process Works

We take the stress out of your Microsoft true-up or renewal, providing a clear, structured process that delivers results with minimal disruption to your business.

 
 
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1
PHASE 1
 
 

1 Planning: Setting the Foundation

We begin by aligning with your team to understand your infrastructure, licensing goals, and renewal timelines. We secure stakeholder engagement, schedule key meetings, and arrange the necessary access to kick off data collection seamlessly—ensuring your teams remain focused on their priorities.

Stakeholder Alignment Timeline Planning Access Setup
 
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2
PHASE 2
 
 

2 Data Collection: Complete, Accurate Inventory

We conduct a comprehensive discovery of your environment using automated inventory tools to capture your software deployments accurately. We then map this data against your current Microsoft license entitlements to identify your true license footprint. To ensure nothing is missed, we complement this process with targeted questionnaires and interviews with your key stakeholders, covering your software deployments, licensing processes, and any unique business needs.

Automated Discovery License Mapping Stakeholder Interviews
 
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3
PHASE 3
 
 

3 Data Analysis: Uncover Savings and Ensure Compliance

Our licensing experts review and validate the collected data and analyze your Microsoft agreements, entitlements, and usage patterns. We assess your long-term IT strategy, identifying areas to optimize your software investments while maintaining compliance and supporting your future business goals. This phase is where we uncover opportunities to reduce unnecessary spend and align your licenses with your actual needs.

Data Validation Usage Analysis Optimization Opportunities
 
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4
PHASE 4
 
 

4 Presentation: Clear, Actionable Results

At the conclusion of your assessment, we deliver a comprehensive presentation and detailed report summarizing your current Microsoft licensing position. We highlight key findings, compliance risks, and actionable recommendations to prepare you for a smooth, cost-effective true-up or renewal. We also provide clear next steps to help you take immediate action, turning licensing complexity into strategic advantage.

Comprehensive Report Risk Assessment Action Plan

Comprehensive Microsoft Enterprise Agreement Optimization

At Licensing Data Solutions (LDS), we specialize in offering comprehensive Microsoft Enterprise Agreement (EA) and related licensing assessments that cover both on-premises and cloud deployments. These assessments are crucial for ensuring compliance, optimizing costs, and streamlining your IT operations.

We conduct two key assessments that serve complementary purposes: the Licensing Position

Assessment (LPA) and the Licensing Optimization Assessment (LOA).

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Objective & Foundation

Our LPA service helps you establish a clear view of your current license entitlements versus actual usage, forming the foundation for a solid effective license position (ELP). We perform an in-depth analysis of over-usage and under-usage across your Microsoft software, minimizing audit risks and informing your next renewal strategy.

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Windows Server

On-premises & Cloud

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SQL Server

Database licensing


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Comprehensive Scope

LDS covers a wide range of Microsoft products in use, including Windows Server, SQL, and more. We examine both on-premises deployments and cloud subscriptions across all your business units. Our team will often conduct an LPA alongside a Software Asset Management (SAM) Baseline Review, cataloging deployed products, usage, and entitlements to give you a full, accurate picture of your effective license position.

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Optimal Timing

We recommend starting your LPA 9-12 months before your EA renewal. This allows you ample time to address any discrepancies or gaps before the formal renewal process begins.

For ongoing peace of mind, we also offer more frequent LPAs (quarterly or semi-annually) to continuously monitor your compliance posture.

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Expert Delivery

LDS conducts LPAs through our in-house team of formal auditors. Many organizations engage us for a "friendly audit" well in advance of any formal audit, ensuring they can self-correct without disruption.

We offer flexible delivery options, from a full-scale assessment to more targeted reviews based on your specific needs.


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Comprehensive Methodology

LDS gathers inventory data from a variety of sources, utilizing third-party partner tools to reconcile data and provide you with a comprehensive Effective License Position workbook. Our approach is audit-driven, focusing on thorough data collection, reconciliation, and reporting.


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On-Premises

SCCM

On-premises inventory collection

SQL Server icon

On-Premises

Active Directory

User and computer scanning

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Microsoft Tool

MAP Toolkit

Microsoft Assessment and Planning

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Third-Party

Flexera

Software asset management


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Comprehensive Outcome & Deliverables

You'll receive a formal report or dashboard that compares your deployed licenses with the entitlements you have. By knowing where you stand, you avoid unexpected audit penalties and unnecessary costs. Our LPAs frequently uncover under-licensed areas and unused licenses, providing opportunities for both risk management and cost savings.


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Detailed ELP Summary

Comprehensive, effective license position report

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Compliance Gap Analysis

Identification of licensing shortfalls

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Surplus License Report

Unused and underutilized licenses

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Remediation Action Plan

Step-by-step compliance resolution

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Risk Assessment Matrix

Audit risk evaluation and mitigation

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EA Renewal Guidance

Strategic renewal preparation


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Support for Strategy & Renewal

An LPA from LDS serves as a foundational tool for effective EA negotiations. With clear insights into your true licensing position, you'll be able to justify your renewal size and true-up amounts based on real usage. It also allows you to make strategic decisions, such as eliminating unused products or optimizing cloud usage for more favorable pricing. Armed with this data, you're in a strong position to negotiate your EA renewals based on factual, accurate information—not Microsoft's assumptions.

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Objective & Strategic Focus

LDS's LOA service is specifically designed to uncover cost-saving opportunities by analyzing your existing license deployments and aligning them with actual usage. While the Licensing Position Assessment (LPA) focuses on compliance, an LOA prioritizes optimization—eliminating waste and ensuring that your licensing model is tailored to your current and future needs.

We help you identify redundant or underutilized licenses, overprovisioned plans, and feature gaps, offering actionable recommendations to "reclaim, reduce, and realign" your spending.

Windows Server icon
Microsoft 365

User profiles & feature utilization

SQL Server icon
Dynamics 365

Business application optimization

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Cloud Services

Usage alignment


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Comprehensive Scope & Analysis

We typically focus on high-cost, fast-changing areas such as Microsoft 365, Dynamics 365, and large cloud licenses. An LOA can be product-specific (e.g., Office 365 Optimization) or applied across your entire license portfolio. Our assessment examines how each license is used—who uses which features, and how intensively—against your current entitlements.

We also consider your organization's business needs, such as different user roles requiring different license SKUs. The goal is to match your licensing to the actual usage to ensure you're not overpaying for unnecessary features.

Optimal Timing Icon
Strategic Timing

We recommend conducting an LOA at the midpoint of your Enterprise Agreement (EA) or during renewal planning (9–12 months prior to renewal).

This allows you to assess usage, explore optimization opportunities, and reallocate or redeploy licenses to cover future growth. LOAs can be performed as periodic health checks between renewals or as part of your EA prep.

Expert Delivery Icon
Expert Delivery

We deliver LOAs using our in-house experts, along with specialized tools and scripts to collect data. We work directly with you to ensure the results are actionable and tailored to your specific needs.

While Microsoft partners (LSPs) may also perform optimization assessments, LDS provides independent, unbiased analysis to ensure that you receive the best recommendations.


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Comprehensive Outcome & Deliverables

The LOA from LDS provides a comprehensive report with specific recommendations and actionable insights. Many of our clients have reclaimed 10-30% of their licensing spend by identifying and eliminating unnecessary licenses or reallocating underused ones.


User Profile icon

User Profile Analysis

Role-based license assignment optimization

License Mapping icon

License Mapping Report

Cost-efficient license reallocation

Feature Utilization icon

Feature Utilization Matrix

Active vs dormant feature analysis

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Compliance & Risk Assessment

Optimization with compliance assurance

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Strategic Roadmap

Future license adjustment planning

ROI icon

ROI Projections

Savings estimates and cost modeling


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Support for Strategy & Renewal

An LOA from LDS directly supports your cost-optimization strategy and ensures that your upcoming EA renewal is right-sized. By performing an LOA at midterm, you can reallocate unused licenses to cover growth, reducing the need for a large true-up. When preparing for renewal, the findings from our LOA help you negotiate more effectively by providing clear data on what licenses you actually need (or don't need). Our LOAs provide the roadmap to justify the right number of licenses and SKUs and ensure that your licensing footprint evolves alongside your IT and business strategies.

🚨 Critical Assessment

LDS On-Premises License Health
Check

 

Many organizations unknowingly overspend or expose themselves to compliance risks in their on-premises environments. Complex Windows Server and SQL Server licensing, underused servers, and edition mismatches can silently drain budgets.

warning icon Critical Warning

A surprise audit or true-up can quickly turn these hidden issues into urgent and expensive problems.


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Windows Server

Comprehensive Server Environment Analysis

LDS performs a detailed analysis of your Windows Server environment, capturing physical and virtual servers, their roles, user/device counts, and actual usage based on Active Directory logon data. We assess whether Standard or Datacenter Edition aligns best with your virtualization needs, usage patterns, and upgrade plans to ensure cost-effective licensing.

Our Comprehensive Server Analysis Approach

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Server Inventory and Usage Validation

Map all physical and virtual servers in your environment. Identify server roles and track actual usage using Active Directory logon data. Pinpoint unused or underutilized servers for potential optimization or decommissioning.

  • checkmarkComprehensive server role analysis
  • checkmarkActive Directory usage validation
  • checkmarkIdentification of unused servers
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Edition Fit and Licensing Optimization

Evaluate whether Standard or Datacenter Edition is more cost-effective for each server. Consider virtualization rights and density to align licensing with your environment's growth plans. Recommend the optimal edition strategy to balance flexibility and cost.

  • checkmarkVirtualization rights optimization
  • checkmarkCost-effective edition recommendations
  • checkmarkFuture scalability planning
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Consolidation and Cost Reduction Opportunities

Identify opportunities to consolidate workloads and reduce the total number of servers. Highlight potential to reduce your licensing footprint and ongoing costs. Support future-ready planning by ensuring your environment is scalable without over-licensing.

  • checkmarkReduced licensing spend
  • checkmarkImproved resource utilization
  • checkmarkSimplified management overhead


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SQL Server

Detailed Environment and Cost Optimization Review

LDS conducts a detailed analysis of your SQL Server environment, reviewing CPU and memory usage, data volumes, feature utilization, and high availability needs. We identify which workloads truly require Enterprise Edition and where Standard Edition is sufficient, reducing licensing costs while maintaining performance and stability.

Our SQL Server Optimization Approach

 

Instance Performance Analysis

Analyze CPU utilization to identify over- or under-provisioned instances. Review memory consumption to determine actual workload requirements. Assess data volumes across instances to highlight consolidation opportunities.

  • ● CPU Utilization
  • ● Memory Consumption
  • ● Data Volume Analysis
 

Edition Right-Sizing

Determine where Enterprise Edition is genuinely required based on high availability, advanced features, and workload demands. Identify opportunities to move workloads to Standard Edition where advanced features are not in use, lowering licensing spend.

  • ● Feature Usage Analysis
  • ● High Availability Needs
  • ● Advanced Feature Requirements
  • ● Cost Optimization
 

Cost Optimization Through Consolidation

Identify opportunities to consolidate databases and workloads onto fewer servers or instances, reducing the total number of licensed cores required while maintaining performance. Plan virtualization strategies to optimize core licensing and leverage existing infrastructure.

  • ● Workload Consolidation
  • ● Virtualization Planning
  • ● Performance Impact Assessment
  • ● License Reduction
Customer Stories

Don't Take Our Word for It —

Hear from our Customers Who Faced Serious Risk

 
 
 

Our clients have saved millions in compliance penalties and optimized their Microsoft investments

$9.5M saved

We were facing a potential $9.5 million True-Up shortfall during our Enterprise Agreement renewal with Microsoft due to years of organic growth and decentralized software deployments. LDS conducted a thorough Microsoft licensing review, identified underused licenses, aligned our usage with entitlements, and guided us through negotiation. Their expertise turned a looming crisis into a confident renewal with significant savings.

★★★★★

Amelia Grant

CIO
Global Engineering & Infrastructure Firm – APAC

$4.1M saved

LDS identified $4.1 million in hidden risk across our Office 365 and Azure environments during our internal audit preparation. Their forensic analysis uncovered shadow IT deployments, untracked user growth, and misaligned metrics that could have triggered an expensive audit finding. They not only helped us remediate but also implemented governance to prevent future exposure.

★★★★★

Mark Turner

CFO
National Retail Chain – U.S. Southeast

$6.3M saved

Just weeks before our Microsoft audit, LDS discovered critical licensing gaps across SQL Server, Windows Server, and Exchange, amounting to a potential $6.3 million liability. Their detailed data collection and entitlement mapping closed these gaps, while their negotiation strategy ensured a clean exit without penalties.

★★★★★

Isabel Flores

CIO
Global Manufacturing Leader – Europe & North America

$2.7M saved

Azure cost overruns and Office 365 over-licensing were draining our IT budget. LDS performed a full Microsoft Licensing Optimization Review, right-sized our subscriptions, and identified alternative licensing models, resulting in $2.7 million in savings while ensuring we remained compliant.

★★★★★

Liam Chen

VP of IT Operations
Fortune 500 Healthcare Company – U.S.

$3.9M saved

During our Microsoft EA renewal, we discovered significant exposure due to untracked virtual machine sprawl and outdated licensing models. LDS quickly built an accurate Effective License Position, eliminated unnecessary licenses, and renegotiated terms with Microsoft, saving us $3.9 million and avoiding future compliance pitfalls.

★★★★★

Rachel Singh

CFO
Global Financial Services Firm – London

$1.8M saved

Our decentralized environment led to duplication and unoptimized licensing across Office 365, Visio, and Project. LDS conducted a complete analysis and provided actionable recommendations, helping us avoid $1.8 million in unnecessary renewal costs while building a sustainable licensing strategy moving forward.

★★★★★

Jonathan Myers

SVP, Digital Transformation
National Logistics & Supply Chain Organization – Canada

Success Story

Real-world results from our license optimization services

✨ SUCCESS STORY

Financial Services Firm

📈 $3.8M

Cost Avoidance Through Microsoft License Optimization and True-Up Readiness

📊 License Accuracy Improvement 0%
 
🛡️ Audit Readiness 0%
 
⚠️

Challenge

A U.S.-based global financial services firm with 18,000+ employees faced rising Microsoft licensing costs and unplanned True-Up exposure. Years of organic growth, M&A activities, and decentralized device provisioning led to license sprawl across Windows Server, SQL Server, and Office 365.

🛠️

Solution

Licensing Data Solutions (LDS) was engaged to assess and optimize the firm’s Microsoft estate before renewal. LDS performed a comprehensive entitlement reconciliation, a detailed analysis of user and device consumption, and Azure and Office 365 cost assessments using our proprietary methodologies and scripts.

🎯

Results

💰 $3.8 million in cost avoidance

By reclaiming unused licenses, rightsizing Office 365 plans, and optimizing server licensing models ahead of True-Up

🛡️ 100% Microsoft audit readiness

With a complete audit defense package and clear evidence aligned with entitlements

📊 72% improvement in license accuracy

Through mapping actual usage to entitlements and removing duplicate and dormant licenses

🔒 Azure cost control implemented

Reducing unnecessary consumption and establishing governance for future scalability

🏢 Unified Microsoft license governance

Across 10 subsidiaries, enabling a clear roadmap for sustainable licensing management

 

Frequently Asked Questions

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Licensing Data Solutions

If you would like to learn about Software Compliance Data Solutions contact us today:

Address: 475 Wall St Princeton, NJ 08540

Telephone: (646) 808 - 5897

Email: info@licensingdatasolutions.com

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