How It Works

From a renewal notice to a defensible position, on five screens

This walkthrough shows the Microsoft EA Renewal agent, the busiest agent on the exchange. Every agent follows the same pattern for its own vendor: structured intake, evidence backed analysis, and a position you can take to the table.

The screens below are the real product running on demo data, exactly what you see the moment you sign in. Bring in your own license data and every number recalculates live.

1

See your whole position on one screen

The Renewal Overview shows current annual spend, the optimized position, and the target at signature, with the countdown to your renewal date always visible. The What If Workbench lets you drag each lever (right profiling adoption, hygiene cleanup, Copilot true down, Azure right sizing) and watch the three year impact move in real time.

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Renewal Overview screen with spend position and what if workbench
2

Bring in your license estate

Every SKU on the agreement: what you own, what is assigned, what is actually used in the last 30 days, and what it costs. The agent flags the story behind each row: over profiled seats, under used tiers, zero call telephony seats, duplicate coverage across agreements. Quantities and prices are editable, and the whole app recalculates on any change.

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License Estate screen with SKU utilization and flags
3

The agent finds the money

Optimization is the pre renewal cleanup that funds the negotiation. The agent segments your E5 users by actual use of E5 exclusive workloads, prices the decomposition mathematics per user, measures real Copilot adoption depth, and lists the silent leaks: disabled accounts still licensed, unassigned seats, duplicate coverage.

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Optimization screen with E5 right profiling and hygiene findings
Evidence backed, never invented. Every savings number traces to usage telemetry you brought in. If the evidence is not there yet, the agent tells you exactly which report to collect.
4

Prove what each population actually needs

The Needs Assessment works population by population: a question mix where every question names the objective data source that proves the answer. Answer what you know, mark the rest unsure, and the agent builds both a recommended profile and the evidence checklist to firm it up before you commit quantities.

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Needs Assessment screen with question mix and recommended profile
5

Decide AI spend on evidence, not optimism

Copilot and E7 are where renewal quotes grow fastest. The agent walks the questions that decide whether Copilot is justified for a group, whether E7 makes sense at all, and estimates agent credit consumption so you commit a defensible volume, not a vendor guess.

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Copilot and AI Assessment screen with adoption questions and verdicts
Then you execute. Scenarios, the negotiation ladder, the business case and the AI playbook all build from the same numbers, so the position you take to the table is the position the evidence supports.

Ready to run it on your own agreement?

Request the agent for your vendor, or talk to us about which plan fits your renewal.

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