Licence Optimisation — Renewals & Complexity

Existing Environments

Time to Right-Size Your Licensing

If you have been running your Salesforce implementation for a few years, you will eventually find that you need to right-size your licensing. This may be triggered by an upcoming renewal, or simply because things have become unwieldy and too complex to manage — both commercially and technically.

Optimising can be driven by cost, simplification, or both. If you have more than one Salesforce "org", there may be value in merging orgs and contracts. If you have a single org, it may be time to consider splitting. The question of Org Strategy is handled as a separate service by Aequus.

What the Engagement Involves

The Salesforce optimisation engagement with Aequus involves a comprehensive assessment of your Salesforce ecosystem, focusing on:

• 1
  User roles and licence allocations
• 2
  Editions and add-ons currently in use
• 3
  Data utilisation patterns and integrations
• 4
  Your existing technical and commercial landscape
• 5
  Future use cases and planned growth for Salesforce

What You Can Expect

With a clear focus on your required outcomes, the assessment will identify key areas for improvement. The benefits will include:

• ✓
  Cost improvements through identification of redundant or non-optimised licences
• ✓
  Complexity reduction through streamlining of licence types and structures
• ✓
  Increased productivity via optimised user roles and process automation
• ✓
  Enhanced performance across your business functions