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Microsoft 365 Optimization / 2026 M365

Save 20-40% on Your Microsoft Renewal.

Microsoft 365 optimization is the process of right-sizing licenses, eliminating ghost assignments, and rebalancing E3/E5 mix to cut renewal cost without losing capability. UMS engagements typically deliver 20-40% Microsoft renewal savings, with first quick wins surfacing in 2-3 weeks - documented as far back as a $500K finding for NYC Housing Authority in 3 weeks.

Quick wins in 60-90 days. Free initial assessment to identify immediate savings opportunities across your Microsoft estate.

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/ Updated

May 2026

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Azure Licensing
The challenge / 01

Microsoft's licensing model changes constantly - new SKUs, bundled services, shifting compliance requirements. Most IT teams don't have the bandwidth to track every change, which means you're almost certainly overpaying.

Most organizations overpay for Microsoft by 15-20% - not because they negotiated poorly, but because Microsoft's licensing complexity is designed to make optimization nearly impossible. UMS brings 25+ years of Microsoft licensing expertise to cut through the noise. We found NYC Housing Authority over $500K in savings in just 3 weeks by analyzing their agreement renewal window. For a 5,000-user enterprise at $25/user/month, typical E3 vs E5 optimization and license right-sizing delivers $270K+ in annual savings.

What we deliver / 02

How we save you money.

/ 01 Benefit

License Right-Sizing

Identify unused or underutilized licenses across M365, Azure, and on-premises deployments. Typical finding: 15-30% of licenses are misallocated.

/ 02 Benefit

Renewal Negotiation

We know Microsoft's playbook. We'll prepare you with competitive alternatives, benchmark data, and negotiation strategy before your EA or CSP renewal.

/ 03 Benefit

Azure Spend Optimization

Right-size VMs, leverage reserved instances, eliminate orphaned resources, and optimize hybrid benefit usage to cut Azure costs by 20-35%.

/ 04 Benefit

Compliance Assurance

Stay audit-ready with continuous license position monitoring. Avoid surprise true-up costs and compliance penalties.

How it works / 03

Our process.

Three phases. No reports gathering dust. Engagements run on the timeline of your renewal, audit, or fiscal year.

01.

Discovery & Assessment

We analyze your entire Microsoft footprint - licenses, usage, contracts, and upcoming renewals - in as little as 2 weeks.

02.

Savings Roadmap

You receive a detailed report with specific, prioritized savings opportunities and a clear implementation plan.

03.

Implementation & Negotiation

We execute the optimizations and lead your renewal negotiations, ensuring you get the best possible terms and pricing.

Related paths / 04

Explore the adjacent work.

Verified results / 05

See this service on the books.

/ 01 Regional Insurance Carrier
$154.7K. Microsoft renewal quote tested against actual need

UMS reconciled a regional insurance carrier's Microsoft entitlements and deployments, showed its on-prem SQL Server, Windows Server, and System Center estate could stay on perpetual rights without new renewal purchases if versions stayed flat, and created a transfer-plus-downsize plan for the Microsoft 365 subscription stack.

Read case study
/ 02 Regional Consumer Finance Lender
<2.3K. devices brought into recurring Microsoft licensing governance

Across multiple Microsoft reconciliation cycles, UMS helped a regional consumer finance lender reconcile deployment and entitlement data, surface hidden SQL and Office exposure, and turn annual true-up work into a repeatable operating process.

Read case study
/ 03 NYC Housing Authority
$2.2M. in verified Microsoft EA savings over 5 years

UMS identified over 10,000 inactive Microsoft licenses and reduced NYCHA's EA renewal by $495K in Year 1 - $2.2M over the 5-year term. Phase 1 of a broader engagement spanning Azure cloud optimization and a $17M multi-vendor contract portfolio across 16 publishers.

Read case study
/ 04 City of New York
$800M+. saved over 25 years

Multiple mayors, multiple administrations - one constant partner delivering results. UMS has managed NYC's enterprise software portfolio across 80+ agencies for over 25 years, driving $800M+ in cumulative savings through centralized licensing, vendor negotiations, and audit defense. Recently signed a 6-year renewal - their longest commitment yet.

Read case study
Common questions / 06

Plainspoken answers.

/ 01
How quickly can I see savings?
Most clients see initial savings within 60-90 days. Quick wins like license right-sizing can be implemented immediately, while renewal negotiations align with your contract timeline.
/ 02
Do I need to change my Microsoft products?
No. We optimize what you have. Most savings come from right-sizing licenses, improving contract terms, and eliminating waste - not reducing capabilities.
/ 03
What if my renewal is coming up soon?
The sooner we start, the better your position. Even with 30 days before renewal, we can identify significant savings and strengthen your negotiation leverage.
Ready to start

Ready to start saving?

Give us 30 minutes. We'll show you exactly where the savings are. Zero upfront. Paid only on results.

$0 upfront Paid on results 30-min diagnostic Est. 2000