License Optimization – IBM

Client Profile

One of the largest U.S. Mortgage Services Providers with over 10,000 direct employees, 100,000 affiliates, and millions of customers throughout North America.


Our client had routinely purchased certain IBM legacy software licenses at the departmental-level over a 10-15 year period. Now, after several mergers and acquisitions, due to departmental contract restrictions, they found themselves between a rock and a hard place when needing to authorize user access across the enterprise. Their contract experts and legal team engaged directly with IBM to resolve these challenges. Frustratingly, after a 2-3 year period, their team’s efforts still had not produced the desired results. Not being satisfied with IBM’s recommended cost solution, they elected to bring our License Optimization experts in to assist.


As a first step, we reviewed our client’s contracts, license entitlements, systems metrics, and then interviewed key stakeholders to ensure we understood exactly how they used IBM software. Thereafter, we used our expertise and knowhow to help them derive a solution that would not only resolve the departmental restrictions challenge, but going forward would also allow them to optimize legacy licenses across the enterprise.


Within 13-weeks, we were able to help our clients recognize over $100,000,000 in immediate bottom-line cost savings.