Microsoft Licensing Analyst Report

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Microsoft Licensing Analyst Report Completed for: Info-Tech Research Group Client Mr. Smith, IT Director Pursuant to our Microsoft discussion, this document provides a summary of the product information reviewed, including the software assurance calculations and licensing details specific to your organizations requirements. Info-Tech Research Group Client is currently evaluating options of remaining in an Enterprise licensing agreement or moving to an agreement that provides license only options. The renewal date of the Enterprise Agreement is June 1, 2011 and therefore justification for continuing or cancelling the agreement should be made a few weeks ahead, to ensure appropriate licenses are included in the true-up and arrangements can be made to follow through on any changes to the contract. The following products are part of the Microsoft License Review: Applications Systems Servers Microsoft Office Windows 7 Enterprise Windows Servers Microsoft Visio Dynamics CRM Pro Server Microsoft Dynamics Note: Prices listed in this document do not accurately reflect all possible variables. Final prices will need to be provided by your Microsoft Reseller before signing any agreements, contracts or purchase orders. Info-Tech Research Group tool and template documents are provided for the free and unrestricted use of subscribers to Info-Tech Research Group services. These documents are intended to supply general information only, not specific professional or personal advice, and are not intended to be used as a substitute for any kind of professional advice. Use this document either in whole or in part as a basis and guide for document creation. To customize this document with corporate marks and titles, simply replace the Info-Tech information in the header and footer fields of this document. Info-Tech Microsoft Advisory Analysis Microsoft HVTP Sample Report

Software Assurance ROI Usage calculations are based on the license quantity multiplied by Level A pricing estimates, multiplied by the estimated usage of each benefit. Enterprise PLAN Usage Quantity Value Access to Office Professional Upgrades 100% 200 $ 79,800 Access to Project Upgrades 0% 0 $ - Access to Visio Upgrades 0% 0 $ - Access to Dynamics User License Upgrades 0% 0 Access to Windows Pro Upgrade 100% 250 $ 29,400 Access to Server Upgrades* 100% 12 $ 59,475 Access to Server CAL Upgrades (SharePoint, Exchange, SCCM, Windows) 100% 250 $ 27,000 Access to SQL CAL Upgrades* 100% 18 $ 2,214 Spread Payments - Access to Step Up Licenses No No - DEPLOY Packaged Services 100% Y 2 $ 5,970.00 Can be used towards any of these services: en Desktop Deployment Planning Service is provided by a Microsoft Business partner to provide an analysis, business case and process to implement a desktop deployment project to optimize the technology available. The service is based on Microsoft s Solution Accelerator for Business Desktop Deployment to reduce the cost and complexity of high level process and automation solutions. SharePoint Deployment Planning Services is an engagement in which a pre-qualified Microsoft partner works with the customer to develop a customized SharePoint Portal Server deployment plan for their specific environment and assess the overall cost for deployment of this technology. This pre-defined paid service is available to customers as a 1, 3, 5, 10 or 15 day deployment planning service, depending on their individual software assurance benefit level. Exchange Deployment Planning Services is designed to help guide customers through the deployment planning stages of Exchange 2007 implementation. Packaged Services engagements are conducted by certified partners who share best practices, analyze the customer s organizational requirements and help create comprehensive deployment and implementation plans. Business Value Planning Services is a partner-delivered engagement designed to help customers identify, unlock, and capture the business value of the Office system through structured, multi-day engagements. The pre-qualified partner will work with customers to identify, design, and implement improvements to an existing business process using Office system technologies to solve real problems they face every day. 1 day of Packaged Services can also be acquired with 3 training certificates SA Windows Pre-installation Environment, which provides automated deployment tool which runs Windows setup, scripts & imaging applications. 0% MAINTAIN Office Multi-Language Pack, which provides multiple language versions for 0% 200 $ - each primary user Roaming Use Rights for virtual application usage 0% 200 $ 79,800.00 Windows 7 Enterprise / Microsoft Desktop Optimization Pack) 0% 200 $ - Training Vouchers (1 voucher = 1 training day) 0% 9 $ - Employee Purchase Program, providing Microsoft products at a discounted 250 - rate to employees. Home Use Program (for primary users) 250 -

elearning Systems 0% 250 $ - elearning Applications 0% 250 $ - elearning Servers 0% 12 $ - 24 x 7 Phone Support Incidents* 0% 5 $ - Web Incidents (unlimited) Unlimited $ - TechNet Plus Direct Subscription 0% 1 $ - Corporate Error Reporting Kit 0% Cold Backup for Disaster Recovery 0% 12 $ - Enterprise Source Licensing Program 0% TRANSITION (useful for legacy software) Extended hot-fix Support for Office Extended hot-fix Support for Windows Client Extended Hot-fix Support for Servers Windows Fundamentals for Legacy PCs Estimated Purchase Price 3 year Contract $ 379,674 Value of New Licenses Acquired $ 181,785 Non-license benefits (Desktop Deployment, Training Vouchers, Support, TechNet)** Potential Upgrade Benefits $ $ 85,770 197,889 Contract Benefits Total $ 465,444

Applications Each application requires a license for each device from which a user accesses the software. Multiple versions of the software may exist on the device under that license. Portable use rights permit the primary user of the device to install and run a secondary copy on a portable machine for their exclusive use. If the applications are used over a network, the device must still be licensed. Licenses covered under Software Assurance also include roaming use rights that permit the primary user to access the application over a network from any device. Microsoft Office suites are available in two flavors: Professional and Standard. These suites must be installed as a suite package and may not be split between machines or partially installed. Licenses are not interchangeable, meaning that a Standard installation must have a Standard license. A Standard install may not be installed under a Professional license. Microsoft Visio is available in three flavors: Visio Standard, Professional and Premium. Review each user to determine the most appropriate edition for each user's role. Visio Standard provides basic mindmaps, flowcharts and org charts. Visio Professional contains many advanced features including engineering, network, ITIL, architecture and service diagrams among others. In addition to the features of Visio Standard & Professional, Premium also includes Business Process Modelling notation, SharePoint workflow, Six Sigma, intelligent validation and subprocesses. To user the real-time sharing of dynamic, data driven diagrams via a browser, Visio Services and SharePoint 2010 will need to be integrated. Additional information on key features of each version of Visio 2010 can be found on the Microsoft Visio site: http://office.microsoft.com/en-us/visio/visio-edition-comparison-fx101838162.aspx A CAL is required for each user who is connecting into the Dynamics Server. The required CAL will change depending on the user.

Systems Summary Each application requires a license for each device from which a user accesses the software. Multiple versions of the software may exist on the device under that license. Portable use rights permit the primary user of the device to install and run a secondary copy on a portable machine for their exclusive use. If the applications are used over a network, the device must still be licensed. Licenses covered under Software Assurance also include roaming use rights that permit the primary user to access the application over a network from any device. Microsoft Office suites are available in two flavors: Professional and Standard. These suites must be installed as a suite package and may not be split between machines or partially installed. Licenses are not interchangeable, meaning that a Standard installation must have a Standard license. A Standard install may not be installed under a Professional license.