1. There are a number of challenges associated with an annual Microsoft True-up or Subscription Order
such as inventory visibility, accurate reporting, understanding entitlement, compliancy and optimal
expenditure. The Insight team are here to help you overcome these challenges and ensure that the
relevant information and an accurate True-Up order is submitted in time.
MICROSOFT TRUE-UP ASSISTANCE SERVICE
Achieving a 360O view of your assets.
Insight’s License Consulting Services (LCS) portfolio incorporates best
practice Software Asset Management (SAM) principles with License
Optimisation methodology to help organisations achieve visibility of
their inventory, enabling them to understand their complete licensing
estate and how it has changed in relation to their licensing entitlement.
Insight’s LCS portfolio
We bring together the best SAM practices & principles with our licensing &
optimisation experience and market leading technology to deliver an end-to end
service that aligns to your business objectives and helps your organisation get the
most out of your Microsoft licensing.
Key benefits of the LCS portfolio:
• Full visibility: ensuring you know what assets are deployed across your
estate & how this relates to your license entitlement
• Cost savings: average savings of 30% on new license agreements &
additional options for cost reduction on existing expenditure or renewals
via optimisation
• Licensing Roadmap: establish a long term deployment & licensing
roadmap to ensure accurate provisioning, accurate expenditure and
strategic asset lifecycle management
Want to know more?
To arrange an advisory
SAM conversation and hear
more about the benefits of the
True-Up Assistance Service,
please contact your
Insight Account Manager.
We look forward to
hearing from you.
License Consulting Service
Aligning your evolving software
consumption to the optimal
commercial strategy

2. Realise additional returns on your existing
Microsoft investments
MKT1922 To explore the benefits of Insight’s True-Up Assistance Service, please contact your Account Manager today.
Three steps to submitting accurate True-up figures
Step 1: SAM Baseline Review – Complete a SAM Baseline Review on your Microsoft estate between 3 – 6 months prior to the True-Up date.
This will enable you to obtain Visibility of the Microsoft licensing estate and analyse your usage over the past year.
Step 2: Analysis & Optimisation – To ensure that an accurate licensing position is established, options for re-harvesting surplus licenses to
deliver cost savings are utilised and an informed understanding of entitlement is reached in good time, the Insight SAM Services team will
work with you, advise based upon accredited Microsoft experience and recommend additional options for optimisation.
Step 3: Submit True-up Figures – Provide Microsoft with all required information on time, in a compliant position and without having
over-spent on additional licenses. Additionally, assess whether a longer term SAM strategy & assistance would bring added value to
your organisation.
SAM Baseline
Review
STEP 1
Submit True-up
Figures
STEP 3
Analysis &
Optimisation
STEP 2