Enterprise Agreement True-Up Advisory

Calculate Your Annual True-Up Requirements with Confidence

Microsoft Enterprise Agreement true-up reporting can be a complex and resource-intensive process. Determining what products need to be reported, calculating the correct licence quantities and ensuring reporting is complete and accurate requires specialist licensing knowledge and a detailed understanding of your Microsoft environment.

Discover SAM's Enterprise Agreement True-Up Advisory service helps organisations accurately identify their annual true-up requirements, minimise compliance risk and avoid unnecessary expenditure. By combining detailed licence entitlement analysis with a comprehensive review of software deployments and usage, we provide the information and assurance needed to confidently complete your annual true-up reporting obligations.

Key Outcomes

This service helps organisations to:

  • Accurately determine annual true-up requirements.
  • Ensure true-up reporting is complete and submitted on time.
  • Minimise compliance and contractual risk.
  • Identify opportunities to optimise licence usage before reporting.
  • Avoid unnecessary licence purchases and overspend.
  • Reduce the internal effort required to prepare true-up submissions.
  • Develop a stronger understanding of the licence terms and agreement obligations that influence annual true-up reporting requirements.
  • Gain confidence in the accuracy of annual reporting obligations.

Service Description 

Service Overview

Enterprise Agreements require organisations to report increases in software usage through an annual true-up process. To complete this process accurately, organisations must understand their Microsoft licence entitlements, software deployments, cloud services usage and the licensing rules that apply to their environment.

Through our Enterprise Agreement True-Up Advisory service, Discover SAM performs a detailed analysis of your Microsoft software deployments, licence entitlements and usage rights to determine your true-up requirements and support accurate annual reporting.

The outcome is a documented and defensible true-up position, supported by a detailed bill of materials identifying the Microsoft products and licence quantities that require reporting.

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Complete and Accurate Reporting

Gain confidence that your annual true-up reporting obligations have been identified accurately and completely.

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Reduce Internal Time and Effort

Minimise the resources required to collect, analyse and validate true-up requirements.

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Optimise Licence Usage

Identify opportunities to make better use of existing licence investments before reporting additional requirements.

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Proactively Mitigate Compliance Risk

Reduce the risk of under-reporting, incorrect reporting or misunderstandings regarding Microsoft licensing obligations.

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Avoid Unnecessary Expenditure

Ensure licence purchases associated with the true-up are based on accurate requirements and supported by detailed analysis.

Deliverable Reports 

Effective Licence Position (ELP) Report with True-Up Bill-of-Materials

Our comprehensive Effective Licence Position (ELP) Report with True-Up Bill-of-Materials provides a detailed assessment of your Microsoft licensing position and annual true-up requirements. It helps ensure Enterprise Agreement reporting obligations are completed accurately while identifying compliance risks and opportunities to optimise licensing investments.

It includes:

Licences Excesses & Deficiencies

A detailed assessment of licence entitlements, software deployments, licensing requirements and resulting licence excesses and deficiencies.

Remediation Options Through Licence Acquisition

Recommendations for addressing identified licence deficiencies through software licence procurement where required.

Remediation Options Without Additional Licence Spend

Options for improving licence compliance through non-procurement activities such as software removal, workload consolidation, licence reallocation or environment reconfiguration.

True-Up Bill-of-Materials

A documented bill-of-materials identifying the Microsoft products and licence quantities that should be included in your annual true-up submission, providing a clear and defensible basis for reporting.