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lib·er·ate
ˈlibəˌrāt/

verb: liberate; 3rd person present: liberates;
past tense: liberated; past participle: liberated;
gerund or present participle: liberating

Set (someone) free from a situation, esp.
imprisonment or slavery, in which their liberty is
severely restricted. "the serfs had been
liberated“

synonyms: set free, free, release, let out, let go,
set/let loose, save, rescue;
©2011 IBM Corporation
“I see Microsoft as a licensing company 1st, and
2nd as a technology company...they're driven by
consumed by licensing” #ProjectLiberate 1

- Daryl Ullman, co-founder and managing director of the Emerset Consulting Group

©2011 IBM Corporation
“Clients prepared for Microsoft licensing negotiations
make more informed decisions + spend less than
those that do not” #ProjectLiberate 2

©2011 IBM Corporation
- Gartner: Issues to consider when deciding whether to renew a Microsoft Enterprise Agreement G00211544
Are you buying licenses the right way? Do you
challenge your IT strategists? Get a mandate for
a more efficient decision #ProjectLiberate 3
©2011 IBM Corporation
Customers can save 30-60% over 5 years by
leveraging deep insight into Microsoft licensing.
#ProjectLiberate 4
©2011 IBM Corporation
CIO: ”If we are to save money in this scale, we
need to do things very differently.” CEO: ”So?”
#ProjectLiberate 5
©2011 IBM Corporation
Switching on-premises licenses to #Office365 =
Giving up substantial negotiation leverage. Make
sure you're compensated #ProjectLiberate 6

©2011 IBM Corporation
Paying SA on Windows almost never pays off.
Understand why and save on your next Microsoft
licensing agreement. #ProjectLiberate 7

© 2011 IBM Corporation

8
You can downgrade and re-image your Windows
desktops without paying SA. #ProjectLiberate 8

©2011 IBM Corporation
If you upgrade Windows desktops or deploy new
PC's using re-imaging, you will not need to pay
SA on Windows desktops. #ProjectLiberate 9
©2011 IBM Corporation
If you owned a Windows PC with SA when Windows 8
was released, you can upgrade it irrespective of whether
SA has lapsed. #ProjectLiberate 10

©2011 IBM Corporation
If you have Windows OEM and have SA at the
time, you can upgrade to Windows Enterprise
even when SA has lapsed. #ProjectLiberate 11

©2011 IBM Corporation
Office 365 looking like a bargain? You are
probably paying too much on your Microsoft EA.
Look at total Microsoft cost #ProjectLiberate 12

©2011 IBM Corporation
"Microsoft will make concessions within an EA
when you apply every leverage point available" Gartner Learn yours from #ProjectLiberate 13
©2011 IBM Corporation
Know your perpetual license entitlements and when
to walk away from Microsoft SA. #ProjectLiberate 14
©2011 IBM Corporation
Put 'need to have' over 'like to have' and right size
your Microsoft license acquisition. #licensing
#EnterpriseAgreement #ProjectLiberate 15

©2011 IBM Corporation
BYOD holds many promises incl a great
opportunity to reduce your Microsoft licensing
spend. BYOA even more so. #ProjectLiberate 16

©2011 IBM Corporation
Introducing #BYOD is a great way to increase
your negotiation leverage, unless you only focus
on client virtualization #ProjectLiberate 17

©2011 IBM Corporation
Global organization? Exploit that you can create
Volume Agreement enrollments in different
countries saving on licenses #ProjectLiberate 18
European company but have an office in the US?
Buy your Microsoft software in the US and save
even at list prices. #sam #ProjectLiberate 19
You can have a master agreement in your home
country and create enrollments globally. Your LAR
contact remains the same #ProjectLiberate 20
Need all the features in Office Professional or
could you suffice with Office Standard? Get to
know your options using #ProjectLiberate 21
Find something you need in Office 2013 warranting
the change? Could you suffice with your current
entitlement? #office #ProjectLiberate 22

©2011 IBM Corporation
Even if you see Microsoft Office as an absolute
requirement, you can use Google, OO or IBM
Docs to get a better deal #ProjectLiberate 23

©2011 IBM Corporation
Microsoft refreshes Office every 3y. Enterprises
every 5-7y. SA on Office is rarely a good deal.
#licensing #sam #ProjectLiberate 24
©2011 IBM Corporation
Entitled to Office 2013 since October 2012?
Likely to deploy anything never anytime soon? In
the next 3-5y? Need SA? #ProjectLiberate 25

©2011 IBM Corporation
"Prepare multiple options to reduce your overall
spend and have an exit strategy if you don't get
outcome" - Gartner #ProjectLiberate 26

© 2011 IBM Corporation

27
Microsoft will go to great lengths to keep you as
an EA customer. Exploit it but keep focus on your
actual requirements #ProjectLiberate 27

©2011 IBM Corporation
Align your Microsoft #VolumeAgreement with
Microsoft fiscal year to attain an optimal
negotiation position. #sam #ProjectLiberate 28

©2011 IBM Corporation
Existing EA about to expire? Know that you can
always ask for an extension of up to 90 days.
Only ask if you benefit! #ProjectLiberate 29
©2011 IBM Corporation
Ask for custom profiles in your next Microsoft
volume agreement and righsize your licensing
spend. #sam #concessions #ProjectLiberate 30
©2011 IBM Corporation
Microsoft offers 3y agreements/renewals. Your
investment is bound to extend longer. Ask for
multi-period TCO assurance #ProjectLiberate 31
©2011 IBM Corporation
Microsoft no longer allow 1y extensions on an
EA, only 3y. Reintroduce yourself to the Select
alternative. #licensing #ProjectLiberate 32

©2011 IBM Corporation
"The first bid from Microsoft is just that" -Gartner.
Make sure you explore all options that will lead
to a better deal. #ProjectLiberate 33
©2011 IBM Corporation
If your LAR want's to sit on your side of the
table, make sure they earn the right. #sam
#ProjectLiberate 34
©2011 IBM Corporation
Expose your Microsoft LAR for (global)
competition and receive considerable
concessions. #licensing #sam #ProjectLiberate 35

©2011 IBM Corporation
Persistence wins the day in Microsoft
#licensing negotiations...as well as elsewhere.
Know your potential #ProjectLiberate 36

©2011 IBM Corporation
An Enterprise Agreement offers enterprise
editions to everyone. But do all your users need
enterprise editions? #ProjectLiberate 37

©2011 IBM Corporation
Have an #EA that just expired? Realize you now
have all you need and stop buying more.
#cashposition #licensing #sam #ProjectLiberate 38

©2011 IBM Corporation
Windows Ent., Office Pro, SharePoint Ent. Premium
offerings offered at a premium price. Do you need
it - for everyone? #ProjectLiberate 39
©2011 IBM Corporation
A SA benefit is only a benefit if you take
advantage of it, and for a sufficient number of
users. Worth the cost? #sam #ProjectLiberate 40
©2011 IBM Corporation
The Enterprise CAL step-up is an all or nothing
option. A very expensive call. Overkill for most.
#licensing #sam #ProjectLiberate 41

©2011 IBM Corporation
#SQLServer can be licensed on CPU Core's or as
a server lic with user CAL's. CAL's are rarely the
cheapest option. Avoid #ProjectLiberate 42

©2011 IBM Corporation
You cannot choose how you license #SQLServer
freely. It depends on the version. Avoid versions
req CAL #licensing #sam #ProjectLiberate 43

©2011 IBM Corporation
Ever found a reason to implement #Microsoft
#SQLServer 2012? Anything you need in known R2
plans? Why pay SA? #licensing #ProjectLiberate 44

©2011 IBM Corporation
Most #Microsoft solutions requiring #SQLServer
will suffice to run on top of SQL Server 2008 R2.
Why pay SA? #sam #ProjectLiberate 45

©2011 IBM Corporation
Did you know that you can buy pre-owned
#Microsoft #licenses at a substantial discount?
#ProjectLiberate 46
©2011 IBM Corporation
Do not accept a requirement to enter in a
Microsoft EA as a way to resolve a compliance
issue. #licensing #sam #ProjectLiberate 47

©2011 IBM Corporation
An #EA with MS is NOT a means to avoid an audit
or to secure compliance. Use strong #sam practise
to avoid risk and cost #ProjectLiberate 48
Applying #SAM to make sure you are compliant?
Make sure you are equally vigilant on your
Microsoft licensing cost #ProjectLiberate 49

©2011 IBM Corporation
Do not automatically assume that #license
auditor claims are correct. Seek second opinion
and ask for proof in writing. #ProjectLiberate 50
©2011 IBM Corporation

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How to make a cost saving on your Microsoft licensing - in 50 tweets

  • 1. lib·er·ate ˈlibəˌrāt/ verb: liberate; 3rd person present: liberates; past tense: liberated; past participle: liberated; gerund or present participle: liberating Set (someone) free from a situation, esp. imprisonment or slavery, in which their liberty is severely restricted. "the serfs had been liberated“ synonyms: set free, free, release, let out, let go, set/let loose, save, rescue; ©2011 IBM Corporation
  • 2. “I see Microsoft as a licensing company 1st, and 2nd as a technology company...they're driven by consumed by licensing” #ProjectLiberate 1 - Daryl Ullman, co-founder and managing director of the Emerset Consulting Group ©2011 IBM Corporation
  • 3. “Clients prepared for Microsoft licensing negotiations make more informed decisions + spend less than those that do not” #ProjectLiberate 2 ©2011 IBM Corporation - Gartner: Issues to consider when deciding whether to renew a Microsoft Enterprise Agreement G00211544
  • 4. Are you buying licenses the right way? Do you challenge your IT strategists? Get a mandate for a more efficient decision #ProjectLiberate 3 ©2011 IBM Corporation
  • 5. Customers can save 30-60% over 5 years by leveraging deep insight into Microsoft licensing. #ProjectLiberate 4 ©2011 IBM Corporation
  • 6. CIO: ”If we are to save money in this scale, we need to do things very differently.” CEO: ”So?” #ProjectLiberate 5 ©2011 IBM Corporation
  • 7. Switching on-premises licenses to #Office365 = Giving up substantial negotiation leverage. Make sure you're compensated #ProjectLiberate 6 ©2011 IBM Corporation
  • 8. Paying SA on Windows almost never pays off. Understand why and save on your next Microsoft licensing agreement. #ProjectLiberate 7 © 2011 IBM Corporation 8
  • 9. You can downgrade and re-image your Windows desktops without paying SA. #ProjectLiberate 8 ©2011 IBM Corporation
  • 10. If you upgrade Windows desktops or deploy new PC's using re-imaging, you will not need to pay SA on Windows desktops. #ProjectLiberate 9 ©2011 IBM Corporation
  • 11. If you owned a Windows PC with SA when Windows 8 was released, you can upgrade it irrespective of whether SA has lapsed. #ProjectLiberate 10 ©2011 IBM Corporation
  • 12. If you have Windows OEM and have SA at the time, you can upgrade to Windows Enterprise even when SA has lapsed. #ProjectLiberate 11 ©2011 IBM Corporation
  • 13. Office 365 looking like a bargain? You are probably paying too much on your Microsoft EA. Look at total Microsoft cost #ProjectLiberate 12 ©2011 IBM Corporation
  • 14. "Microsoft will make concessions within an EA when you apply every leverage point available" Gartner Learn yours from #ProjectLiberate 13 ©2011 IBM Corporation
  • 15. Know your perpetual license entitlements and when to walk away from Microsoft SA. #ProjectLiberate 14 ©2011 IBM Corporation
  • 16. Put 'need to have' over 'like to have' and right size your Microsoft license acquisition. #licensing #EnterpriseAgreement #ProjectLiberate 15 ©2011 IBM Corporation
  • 17. BYOD holds many promises incl a great opportunity to reduce your Microsoft licensing spend. BYOA even more so. #ProjectLiberate 16 ©2011 IBM Corporation
  • 18. Introducing #BYOD is a great way to increase your negotiation leverage, unless you only focus on client virtualization #ProjectLiberate 17 ©2011 IBM Corporation
  • 19. Global organization? Exploit that you can create Volume Agreement enrollments in different countries saving on licenses #ProjectLiberate 18
  • 20. European company but have an office in the US? Buy your Microsoft software in the US and save even at list prices. #sam #ProjectLiberate 19
  • 21. You can have a master agreement in your home country and create enrollments globally. Your LAR contact remains the same #ProjectLiberate 20
  • 22. Need all the features in Office Professional or could you suffice with Office Standard? Get to know your options using #ProjectLiberate 21
  • 23. Find something you need in Office 2013 warranting the change? Could you suffice with your current entitlement? #office #ProjectLiberate 22 ©2011 IBM Corporation
  • 24. Even if you see Microsoft Office as an absolute requirement, you can use Google, OO or IBM Docs to get a better deal #ProjectLiberate 23 ©2011 IBM Corporation
  • 25. Microsoft refreshes Office every 3y. Enterprises every 5-7y. SA on Office is rarely a good deal. #licensing #sam #ProjectLiberate 24 ©2011 IBM Corporation
  • 26. Entitled to Office 2013 since October 2012? Likely to deploy anything never anytime soon? In the next 3-5y? Need SA? #ProjectLiberate 25 ©2011 IBM Corporation
  • 27. "Prepare multiple options to reduce your overall spend and have an exit strategy if you don't get outcome" - Gartner #ProjectLiberate 26 © 2011 IBM Corporation 27
  • 28. Microsoft will go to great lengths to keep you as an EA customer. Exploit it but keep focus on your actual requirements #ProjectLiberate 27 ©2011 IBM Corporation
  • 29. Align your Microsoft #VolumeAgreement with Microsoft fiscal year to attain an optimal negotiation position. #sam #ProjectLiberate 28 ©2011 IBM Corporation
  • 30. Existing EA about to expire? Know that you can always ask for an extension of up to 90 days. Only ask if you benefit! #ProjectLiberate 29 ©2011 IBM Corporation
  • 31. Ask for custom profiles in your next Microsoft volume agreement and righsize your licensing spend. #sam #concessions #ProjectLiberate 30 ©2011 IBM Corporation
  • 32. Microsoft offers 3y agreements/renewals. Your investment is bound to extend longer. Ask for multi-period TCO assurance #ProjectLiberate 31 ©2011 IBM Corporation
  • 33. Microsoft no longer allow 1y extensions on an EA, only 3y. Reintroduce yourself to the Select alternative. #licensing #ProjectLiberate 32 ©2011 IBM Corporation
  • 34. "The first bid from Microsoft is just that" -Gartner. Make sure you explore all options that will lead to a better deal. #ProjectLiberate 33 ©2011 IBM Corporation
  • 35. If your LAR want's to sit on your side of the table, make sure they earn the right. #sam #ProjectLiberate 34 ©2011 IBM Corporation
  • 36. Expose your Microsoft LAR for (global) competition and receive considerable concessions. #licensing #sam #ProjectLiberate 35 ©2011 IBM Corporation
  • 37. Persistence wins the day in Microsoft #licensing negotiations...as well as elsewhere. Know your potential #ProjectLiberate 36 ©2011 IBM Corporation
  • 38. An Enterprise Agreement offers enterprise editions to everyone. But do all your users need enterprise editions? #ProjectLiberate 37 ©2011 IBM Corporation
  • 39. Have an #EA that just expired? Realize you now have all you need and stop buying more. #cashposition #licensing #sam #ProjectLiberate 38 ©2011 IBM Corporation
  • 40. Windows Ent., Office Pro, SharePoint Ent. Premium offerings offered at a premium price. Do you need it - for everyone? #ProjectLiberate 39 ©2011 IBM Corporation
  • 41. A SA benefit is only a benefit if you take advantage of it, and for a sufficient number of users. Worth the cost? #sam #ProjectLiberate 40 ©2011 IBM Corporation
  • 42. The Enterprise CAL step-up is an all or nothing option. A very expensive call. Overkill for most. #licensing #sam #ProjectLiberate 41 ©2011 IBM Corporation
  • 43. #SQLServer can be licensed on CPU Core's or as a server lic with user CAL's. CAL's are rarely the cheapest option. Avoid #ProjectLiberate 42 ©2011 IBM Corporation
  • 44. You cannot choose how you license #SQLServer freely. It depends on the version. Avoid versions req CAL #licensing #sam #ProjectLiberate 43 ©2011 IBM Corporation
  • 45. Ever found a reason to implement #Microsoft #SQLServer 2012? Anything you need in known R2 plans? Why pay SA? #licensing #ProjectLiberate 44 ©2011 IBM Corporation
  • 46. Most #Microsoft solutions requiring #SQLServer will suffice to run on top of SQL Server 2008 R2. Why pay SA? #sam #ProjectLiberate 45 ©2011 IBM Corporation
  • 47. Did you know that you can buy pre-owned #Microsoft #licenses at a substantial discount? #ProjectLiberate 46 ©2011 IBM Corporation
  • 48. Do not accept a requirement to enter in a Microsoft EA as a way to resolve a compliance issue. #licensing #sam #ProjectLiberate 47 ©2011 IBM Corporation
  • 49. An #EA with MS is NOT a means to avoid an audit or to secure compliance. Use strong #sam practise to avoid risk and cost #ProjectLiberate 48
  • 50. Applying #SAM to make sure you are compliant? Make sure you are equally vigilant on your Microsoft licensing cost #ProjectLiberate 49 ©2011 IBM Corporation
  • 51. Do not automatically assume that #license auditor claims are correct. Seek second opinion and ask for proof in writing. #ProjectLiberate 50 ©2011 IBM Corporation