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OPTIMIZATION & ASSESSMENTS

True-Up Service

Turn your annual Microsoft True-Up into a savings opportunity instead of a surcharge.

In most organizations, the True-Up is treated as an administrative obligation: counting what has been added and reporting it. As a result, it becomes an annual retroactive assessment. In reality, it is the only moment within your Enterprise Agreement at which you can formally recalibrate your license position, and therefore the most underutilized optimization moment in the entire contract cycle.

WHAT DOES THE SERVICE ENTAIL

Five parts, one outcome

Inventory

Installed software, cloud usage, and assigned subscriptions over the past contract year.

Determining your acquired rights

What has actually been purchased, what falls under Software Assurance, and which rights are lying unused. A reconciliation to an Effective License Position.

Optimization before counting

The component that makes the difference. Inactive accounts, overloaded profiles, and overlapping assignments are corrected before the count becomes final.

Business Workshop

In which the results are validated with IT, Finance, and the business, so that the reporting is supported internally.

Drafting the annual report

Compliant with your contractual agreements and applicable licensing rules, including the mandatory baseline report when there was no growth.

INDEPENDENT

We do not sell licenses and receive no commission from Microsoft or resellers. Advising you to purchase less costs us nothing.

FOR WHOM AND WHEN RELEVANT

When this pays off.

For organizations with a Microsoft Enterprise Agreement (EA) or Microsoft Customer Agreement (MCA-E).
Relevant for Software Asset Managers, IT management, procurement, and finance.

RESULTAAT EN WAARDE

Wat het oplevert.

When is your EA anniversary?

Let us know, and together we will determine the starting point at which optimization is still possible. After the count, that room is gone.

 

You will receive a response from one of our licensing specialists within one business day. No sales pitch. If there is nothing to gain, we will tell you.

FREQUENTLY ASKED QUESTIONS

What people ask us.

What is a Microsoft True-Up?

The True-Up is the annual settlement within a Microsoft Enterprise Agreement. You report how many licenses were added during the past contract year and make the subsequent payment. Even if there was no growth, you are required to submit a report, the so-called zero report. The True-Up falls on the annual anniversary of your contract.

Can you also reduce licenses with a True-Up?

Not directly: the True-Up reports growth exclusively. However, before the count, you can optimize your license position, clean up inactive accounts, recalibrate overloaded profiles, and correct overlapping assignments. These corrections determine what is counted and reduce the decrease. The reduction of the base numbers themselves occurs upon contract renewal.

What happens if we do not submit the True-Up or submit it too late?

You are contractually obligated to report annually, even without growth. Failure to submit or submitting late constitutes a breach of contract and is one of the most common direct triggers for a Microsoft audit. During an audit, underlicensing and surcharges are determined based on the then-current list prices, excluding the discounts from your contract.