Process · Overview

A structured engagement, not a scramble at the deadline.

Most enterprises engage on a Microsoft contract too late, under time pressure, with no defined process. We run every engagement through three deliberate phases, discovery, negotiation, and closeout, with an optional retainer for organizations that treat Microsoft as a continuous negotiation. The phases are sequential for a reason. Each one builds the leverage the next one spends.

Initiate an engagement See the full flow →
The three phases

Discovery. Negotiation. Closeout.

Every engagement runs the same arc. Discovery builds the factual baseline and the leverage. Negotiation spends that leverage against Microsoft's deal desk. Closeout locks the structure into language that survives the next cycle. Skipping a phase does not save time. It moves the cost downstream.

01

Discovery

Entitlement and consumption baseline, benchmark positioning, and a defined target. The phase that decides what is possible.

02

Negotiation

Posture, anchor, and the live negotiation with Microsoft. Where the leverage built in discovery becomes a lower number.

03

Closeout

Final structure, contract language, and the handover. Ramp protection, exit terms, and future use rights locked down.

Retainer

On call counsel across the lifecycle. Renewal cycles, audit notices, true ups, and policy changes as they happen.

Why the order matters
You cannot negotiate a number you have not benchmarked, and you cannot benchmark a footprint you have not discovered. The sequence is the strategy.
Microsoft Licensing Experts · Engagement process
Read each phase

Inside the engagement.

Each phase has its own page with the specific deliverables, the timeline, and what we need from your team. Start with the full flow, or go straight to the discovery phase where every engagement begins.

Initiate engagement

Start with discovery.

Two analyst calls. We scope the engagement, agree the target, and tell you which phase matters most given your timeline.

Who we work for.Buyer side only. No reseller relationship with Microsoft. No partnership of any kind. We earn nothing from products sold or renewed, only from outcomes delivered against the contract.