Consolidate the current position
Gather contracts, subscriptions, dates, quantities and owners. Compare them with actual usage and planned projects.
- Current products, editions and models.
- Expiry dates and renewal windows.
- Assigned, available and projected users.
Review dependencies and changes
A renewal may affect identity, collaboration, security, infrastructure or support. Document integrations before changing edition, model or provider.
- Compatibility with the current environment.
- Data to migrate or retain.
- Support and administration responsibilities.
Turn the quotation into a decision
Require cycle, currency, taxes, scope, renewal and assumptions so leadership can evaluate the full commitment.
