Basic checklists for Enterprise Agreements

Basic checklists for Enterprise Agreements

It's back to basics for one of the most important renewals your SAM programme can face.

Published on 18th March 2015

Back in 2013 I published a few ‘checklists’ for the benefit of those considering an Enterprise Agreement (EA) as well as those already committed and facing an annual reevaluation. I thought it would be good to revisit.

Let’s start at the very basics again…. A Microsoft Enterprise Agreement offers your organization a cost-effective way to acquire the latest Microsoft technology, help standardize your IT infrastructure, and simplify your license management. It gives you the flexibility to grow your business without stopping to purchase licenses incrementally. Provided you have 250 seats+ of course, and you are prepared for a minimum term of three years.

A huge benefit here being that you are able to license both on-premises software and cloud services under the same agreement. You also have invaluable resources such as your reseller as well as your Microsoft Licensing Executive and Account Manager to fully assess your company’s business needs before making important licensing decisions like these.  Here are some checklists you may find helpful during this journey:

Getting Started

Make sure you inventory

People to be involved in discussions

I also can’t stress enough how important it is to involve all stakeholders in planning discussions:

Once you have done your due-diligence, you will have peace of mind and confidence moving forward with discussions. Should an EA agreement turn out to be a good fit and you enter into it, the next hurdle to consider is your annual True-up (or in some instances your True-Down).

Your true-up can be every bit as important as your initial planning, and there are so many companies who simply don’t allocate enough time to the process and frankly – it costs them. During your True-up, Microsoft ask you to align your Enterprise Agreement with the total number of licenses you’ve added in the previous 12 months. So the true-up process is essentially an inventory of all the qualified devices, users and processors added to your organization over the course of the year/term.

Tips for planning your true-up

If you would like someone to assist you during this process or any other software evaluation for that matter, please feel free to get in contact with EasySAM to discuss some of the services that we can offer you.

Written by

Picture of May Turnbull

May Turnbull


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