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Master Sales Deck · v1 Draft
UMS.

Software Asset Management, Microsoft Licensing, and Cost Recovery — beyond the Microsoft renewal conversation.

Prepared for [Client / Prospect Name]  ·  [Meeting Date]

01 / 16
UMS.
Agenda

What we'll cover today

  • Where budget leaks in Microsoft licensing today — and why most orgs don't see it
  • The UMS service line-up: SAM, audits, shared savings, CDW, EA optimization
  • How the shared-savings engagement model works
  • Proof points from prior engagements (client-specific — inserted before delivery)
  • What a first 90 days with UMS looks like
02 / 16
UMS.
Who We Are

Independent advisors on Microsoft spend — not another reseller.

UMS sits on the customer's side of the table. We audit, optimize, and defend software licensing positions for organizations that are over-buying, under-utilizing, or exposed to audit risk — and we go beyond Microsoft into the broader software estate.

[TBD]aggregate client savings identified to date
[TBD]licensing audits completed
[TBD]years serving enterprise IT procurement
03 / 16
UMS.
The Problem

Licensing complexity is a hidden line item on every IT budget.

01

Over-licensing

Enterprise Agreements are renewed on prior-year assumptions, not current usage — paying for seats and SKUs no one uses.

02

Audit exposure

Microsoft and other publishers actively audit for compliance gaps. Unmanaged estates carry real financial and legal risk.

03

No internal bandwidth

Internal IT teams are staffed for operations, not procurement optimization or contract negotiation.

04 / 16
UMS.
What We Do

Five ways UMS recovers and protects software spend

SAM

Software Asset Management

Continuous inventory, entitlement, and usage tracking across the estate.

AUDIT

Compliance Audits & Defense

Pre-emptive audits and vendor audit representation.

SAVE

Shared Savings Engagements

We're paid from the savings we find — not a flat consulting fee.

CDW

CDW Partnership

Procurement and hardware/software bundling through our CDW relationship.

MSFT

Microsoft EA Optimization

Enterprise Agreement structuring, true-up management, renewal negotiation.

ADV

Ongoing Advisory

Standing advisory relationship as the estate and Microsoft's licensing terms evolve.

05 / 16
UMS.
Service · 01

Software Asset Management

We build and maintain a live picture of what's deployed vs. what's entitled — the foundation every other engagement depends on.

  • Full inventory of licensed vs. deployed software
  • Entitlement reconciliation against purchase records
  • Ongoing drift monitoring so gaps don't reopen after year one
  • Single source of truth for renewal and audit conversations
06 / 16
UMS.
Service · 02

Compliance Audits & Audit Defense

When a publisher initiates an audit, UMS represents the customer — not the vendor.

  • Pre-audit self-assessment to find gaps before the vendor does
  • Direct representation during active vendor audits
  • Negotiated settlement support to minimize true-up exposure
  • Post-audit remediation plan so the same gap doesn't recur
07 / 16
UMS.
Service · 03

Shared Savings: our incentives are aligned with yours

1

Assess

We audit the current licensing position at no upfront cost.

2

Identify

We quantify specific, actionable savings opportunities.

3

Recover

We implement the changes and split the realized savings.

No savings found, no fee. This is the model most clients start with before expanding into SAM or advisory retainers.

08 / 16
UMS.
Service · 04

CDW Partnership

Through our CDW relationship, licensing optimization extends into hardware and broader procurement — one negotiated path instead of siloed purchasing.

  • Coordinated hardware + software procurement
  • Volume pricing leverage across the combined relationship
  • Single point of accountability for delivery and support
  • Engagement specifics confirmed per client scope TBD
09 / 16
UMS.
Service · 05

Microsoft EA Optimization

Enterprise Agreements are complex by design. We negotiate and structure them so the customer — not the renewal cycle — drives the terms.

  • EA / MPSA / CSP structure review and recommendation
  • True-up and true-down management
  • Renewal negotiation support and benchmarking
  • Migration guidance across licensing program changes
10 / 16
UMS.
How We Work

A typical engagement

Week 1–2

Discovery

Estate inventory, contract review, stakeholder interviews.

Week 3–4

Assessment

Gap analysis, savings quantification, risk flagging.

Week 5–8

Negotiation

Vendor conversations, renewal or true-up negotiation.

Week 9+

Implementation

Changes executed, savings realized and verified.

Ongoing

Monitoring

Drift tracking so the position holds after go-live.

11 / 16
UMS.
Results

Proof point [AWAITING REAL CASE STUDY]

This slide is a placeholder. Insert a real, cleared case study here before client delivery — industry, engagement scope, and a specific, verifiable savings figure.

[TBD]savings realized
[TBD]engagement duration
[TBD]client industry / size band
12 / 16
UMS.
Client Voice

"[Insert cleared client testimonial quote here]"

— [Name, Title, Company — cleared for external use]

13 / 16
UMS.
Why UMS

Independent, incentive-aligned, and broader than Microsoft alone

  • Independent advisor — we don't sell licenses, so there's no incentive to over-license you
  • Shared savings model — we only get paid when you save
  • Coverage beyond Microsoft — SAM and audit defense across the broader software estate
  • CDW-backed procurement reach — hardware and software in one motion
14 / 16
UMS.
Next Steps

Start with a no-cost licensing assessment

  • 30-minute discovery call to scope your current Microsoft agreement
  • We identify whether a shared-savings engagement makes sense — no obligation
  • If it does, we move to a signed engagement within [TBD timeline]
Schedule a discovery call — [contact TBD]
15 / 16
UMS.

Thank you — questions?

[contact name / email / phone — TBD]

16 / 16