Case Study:

Digital Transformation Company Receives Multi-Vendor Audit Management Support, World-Class Licensing Advice and Avoids Financial Risk in Process

SHI guides customer through Microsoft and Red Hat audits utilizing a consultative, four-pronged audit management approach.


Customer Profile

A multinational digital transformation company.


Without a proactive audit management process in place, this customer needed help responding to multiple software audits.


IT Lifecycle

SHI's consultative approach to audit management helped the customer navigate the audit process with minimal operational disruption, realize a zero-dollar true-up bill and equipped them with knowledge they could apply to future software audits.


  • Reassurance, guidance and world-class support throughout process
  • Minimal operational disruption
  • An Optimized License Position that included $2M in savings on Microsoft estate
  • Zero-dollar true-up bill

Software audits can be a stressful and intimidating experience. Even those with good software asset management data can struggle if not equipped with the appropriate audit management processes or the detailed nuances of a specific vendor's requirements.


This multinational digital transformation company had recently undertaken a large-scale migration to the cloud, as well as having experienced a change of IT leadership, when it was notified of an impending software audit by Microsoft.

Without a strong track record in managing software audits, insufficient inventory data and limited understanding of their Microsoft entitlements, the customer turned to SHI for help.


To accelerate the process of managing and responding to the audit, SHI followed a four-step ITAM approach, minimizing both the timeline and the operational disruption experienced by the customer:

Consultation – Our ITAM experts offered best practices advice, including tailoring the audit management process according to both the customer's and auditor's needs.

Gather inventory data – We used JDisc, a zero-footprint network discovery and inventory collection tool, to scan the customer's environment and collect the accurate Microsoft install data needed to understand how and where software was deployed.

Assess license position – Our analysts clarified and validated the inventory and entitlement data to better understand the customer's contracts and purchases. Our analysts then developed an Optimized License Position, explaining the customer's license position. To ensure there were no breaches of Personal Identifying Information (PII) legislation, such as GDPR, HIPAA, CCPA, etc., SHI prepared two versions of the data – one for internal use by the customer and another for use in consultation with the auditors where sensitive data was redacted.

Audit process management – SHI's licensing experts engaged directly with the auditors and Microsoft to accelerate the processes of data sharing, dispute resolution and agree on a final licensing position.


The final result was a zero-dollar true-up bill for the customer, realizing $2 million in savings.

The audit management portion of the solution provided the customer with the support they needed throughout the audit process, while also giving them the confidence to take a more proactive role in future software audits.

Further Savings:

Two more publisher audits including RedHat, where SHI helped them reduce their bill by $588K for a total savings of over 94%.

Learn more about our ITAM Services here, or contact your local ITAM team for more information.