SmartNote2Self
License Risk Scan
Independent Microsoft Licensing Assessments — For Consultants

Run advisor-grade
licensing scans for the clients
sitting across the table.

A confidential workshop tool for independent advisors. Sit with your CIO, IT Director or Procurement lead, work through six dimensions of Microsoft licensing maturity, and produce a board-ready brief in the language their procurement office already speaks. You keep the commentary — the tool does the structuring.

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Not Microsoft · Not a reseller · No vendor recommendations
Methodology

Six dimensions. One executive view.

Each scan evaluates the six dimensions your client's procurement office, CIO and CFO already care about — and surfaces the gaps that typically delay or distort Microsoft renewals.

01
License Visibility
02
User Segmentation
03
Governance
04
Cost Control
05
Future Readiness
06
Procurement Readiness
How it works

From workshop conversation to board-ready brief in minutes.

STEP 01
Work through the questionnaire with the client

Six categories, plain-English statements. Upload their license exports, strategy docs and workshop notes as evidence.

STEP 02
Ratings surface as you go

Each dimension scores automatically. Red / Amber / Green plus a maturity level per category.

STEP 03
Generate the executive report

An advisor-grade narrative for the client’s CIO and procurement team. Every finding tagged FACT · ASSUMPTION · RISK · OPPORTUNITY.

STEP 04
Hand it over with confidence

Download PDF or Word. Add your own commentary. The client goes into their next Microsoft conversation better prepared.

The report is designed to sit alongside your senior-management commentary.
Client confidentiality, by design

GDPR-level privacy. Every scan, every client.

Right to access
Every scan you have run is listed in your dashboard for as long as you keep it.
Right to erasure
One click deletes an assessment — evidence, answers, and generated report — permanently.
No vendor sharing
Client responses are never shared with Microsoft, resellers, or third parties.
Confidential by default
Each scan is visible only to you and the platform admin for support purposes.
Begin

Your next client conversation deserves a structured, defensible starting point.

Start a Scan for a Client