Our Compliance & Optimization Review (COR) is the foundation of every LicenseFortress project. It’s a deep technical and contractual analysis that uncovers risks and pinpoints savings, giving you a clear view of your current licensing position.
How a COR Prepares You for Any Scenario
A COR equips you to handle any licensing challenge—whether that’s navigating a vendor audit, negotiating a new contract, planning major infrastructure changes, or setting up long-term license management.
Compliance
Protecting Your Organization from Risk
A verified, contract-backed snapshot of your current licensing position—combining targeted data collection, legal interpretation, and licensing expertise—to help you take control in high-pressure situations.
For those not yet in an audit but concerned about risk, COR is the first step—uncovering hidden compliance gaps and contractual exposures before they become costly disputes. From there, our SAM Managed Services build on that foundation, delivering continuous monitoring and expert guidance to keep your licensing position secure year-round.
Many organizations come to us after receiving an audit notice, being presented with audit findings they disagree with, or realizing the results from another consultant or SAM provider aren’t defensible. COR provides a clean, accurate view of your environment and entitlements so you can challenge inflated claims, negotiate from a position of strength, and close out the audit on favorable terms.
Learn more about Audit Defense Support
During organizational changes, licensing entitlements can become a legal and logistical minefield, with complex transfer rights, contractual restrictions, and vendor approval requirements. COR untangles these challenges by combining legal review with a precise entitlement and deployment analysis—so you know exactly what can be transferred, consolidated, or divested without triggering breaches, penalties, or operational delays.
Learn more about Mergers, Acquisitions & Divestitures
Cost Control
Maximize Value from Your Licenses
A precise view of your licensing spend—backed by entitlement analysis, legal insight, and expert negotiation strategies—to give you the evidence and leverage for better financial outcomes.
Uncover unused features, surplus licenses, and inefficient configurations that inflate costs without delivering value. Recommendations provide a clear path to right-size your environment and free up budget for higher priorities.
Approach renewals, certifications, and negotiations with accurate entitlement and usage data, supported by legal review of key contractual terms, to eliminate unnecessary purchases and avoid overcommitments.
Learn more about ULA/ELA Management
Validate that planned upgrades, migrations, or replatforming won’t trigger unexpected licensing costs or policy conflicts, ensuring your investment delivers maximum value without hidden liabilities.
Strategic Planning
Build a Future-Proof Licensing Strategy
A one-time, data-driven roadmap—supported by contractual insight and licensing expertise—that aligns your licensing position with upcoming technology and business initiatives.
Evaluate the licensing implications of moving workloads into cloud or virtual environments. Recommendations ensure your transition plan is compliant, cost-effective, and aligned with your long-term infrastructure goals.
Learn more about Cloud Licensing and FinOps
Streamline licensing across vendors, business units, and geographies to reduce complexity, improve control, and support scalable growth.
Develop internal policies and governance structures that keep your licensing program aligned with compliance and financial objectives year after year.
“In the decade we’ve been doing this we have yet to find someone compliant.”
Real customer results averaged over 10 years—these outcomes reflect what clients typically achieve through our process.
| Organization Size | Average Cost | Average Savings | Average ROI |
|---|---|---|---|
| Small | $24K | $1.5M | 6,150% |
| Mid-Sized | $41K | $3.4M | 8,193% |
| Large | $63K | $8.1M | 12,757% |
| Enterprise | $101K | $14.7M | 14,242% |
Entitlements
Know Exactly What You Own
We gather and validate every contract, purchase record, and renewal—filling gaps when documents are missing. Our legal team interprets your rights across complex agreements to create a rock-solid foundation.
Discovery
See Everything You’ve Deployed
Using ArxAware® and your existing tools, we uncover every software deployment—physical, virtual, and cloud—capturing full virtualization and hardware details for complete, verifiable visibility.
Reconciliation
Turn Data Into Your ELP
We align validated entitlements with actual usage to build your Effective License Position, adjusting metrics, server roles, and bundling terms for a precise compliance snapshot.
Compliance
Pinpoint Gaps and Risks
We identify compliance issues—whether you’re preparing proactively or already facing an audit—so you can address them with clarity and prevent unnecessary costs.
Remediation
Close Gaps, Cut Costs
We guide you through fixes—architectural, configuration, or process changes—that resolve compliance issues and unlock real savings.
Optimization
Maximize License Value
With your ELP in hand, we map a 3–5 year roadmap for consolidation, tier changes, or platform shifts that deliver lasting savings.
Once you schedule a meeting, you’ll receive a confirmation email with a calendar invite. Our team will connect with you within one business day to gather any necessary information to tailor the call to your needs. Feel free to forward the invite to any team members you’d like to include. We look forward to assisting you!
If you have any questions in the meantime, please contact us at info@licensefortress.com or call us at 424.231.4135.
