A LICENSING EFFECTIVENESS MODEL
In considering these questions, “you” refers to yourself and your extended team, including partners or consultants assisting in the Microsoft licensing function.
Do you understand current applicable Microsoft licenses, license bundles, add-ons, and Enterprise Agreement (EA) or Microsoft Customer Agreement (MCA) options? Do you understanding the features and activities that will incur consumption billing charges? Do you have a defined process to keep informed of Microsoft changes to licensing?
SMART PURCHASING
Are you able to effectively delegate license management to resources who can assess end user requirements? Do you have a mechanism to standardize the assignment of licenses to streamline administration and avoid paying for duplicated capabilities? Do you have an automated process to deallocate licenses when a user leaves the organization or changes roles? Do you have an established cadence to audit the accuracy of license allocation? Does this include polling end users to confirm that they have the licenses they need? If applicable, do you have an automated mechanism to process departmental chargebacks associated with licenses? Do you survey end users with respect to M365 training and do most users indicate they have received adequate initial and on-going training? Is M365 training a defined component of your on-boarding process? Do you have a mechanism to keep IT Pros and Admins up-to-date related to both end-user and admin M365 features? Are local IT resources able to easily monitor application and feature adoption to identify the need for additional training and opportunities for better leveraging M365 capabilities? Do you regularly communicate valuable new M365 features and capabilities to the appropriate end- user groups? Is there a simple mechanism a user can employ to get help related to a particular M365 application?
ACCURATE ALLOCATION
ACTIVE ADOPTION
Are local IT resources able to regularly leverage the various usage and adoption reports to assign, unassign, or reassign licenses as may be required? If you have deployed Copilot licenses, are IT Pros leveraging the Copilot Control System? Specifically related to Teams telephony, do you regularly (at least annually) review Calling Plans or SIP trunk options (Direct Routing / Operator Connect)?
ON-GOING OPTIMIZATION
e n a b l eUC
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