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M365 optimization

Demo 50 · Benchmarking & pricing · for IT & SAM · 2:38 · narrated by Brian
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Seats, SKUs, and the mix that costs less.

What this demo covers

The video loads the sample five hundred user estate and works through the questionnaire that shapes the playbook: the renewal date, the inactivity threshold with ninety days recommended and every number recomputing when you scrub it, and the E5 reality check that asks whether the security stack, analytics, and Teams Phone are actually deployed before any seat is flagged. Copilot appetite sets the posture from savings only to broad rollout, and prices prefill with Microsoft's published list after the July 2026 increase, ready to overwrite with your negotiated rates. Your own export analyzes entirely in the browser, so user data never leaves the page.

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Chapters

Transcript
Welcome

Microsoft 365 estates drift: seats go quiet, tiers stay tall. M365 optimization finds the surplus.

Sample data

A sample five hundred user estate loads with one click, and your own export is analyzed entirely in your browser, so user data never leaves the page.

About your organization

The questionnaire starts with your organization: the name for the report, and the next renewal date, because a true-up inside a year changes how fast you need this answer.

Inactivity threshold

Then the threshold: days of silence before a seat counts as inactive. Ninety days is recommended, and later you can scrub it and watch every number recompute.

E5 feature reality check

The E5 reality check matters because usage reports cannot see E5 only features. Say whether the security stack, analytics, and Teams Phone are actually deployed, and E5 seats are flagged exactly as aggressively as your reality supports.

Copilot appetite

Copilot appetite sets the posture: savings only, a pilot for your top power users, or a broad rollout, sized from usage rather than vendor enthusiasm.

Your prices

Prices prefill with Microsoft's published list after the July 2026 increase. Overwrite them with your negotiated rates so the savings match your bill.

Wrap

Generate the playbook, and walk into the renewal with the surplus already found.

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