The client needed to streamline their records management approach across their many different business groups, but was limited by their current Microsoft 365 license selection (Microsoft 365 E3), which they had been devoted to for over 7 years. Additionally, the extra license add-ons the client had already invested in were adding up to nearly the cost of an upgrade to the full E5 license. The choice came down to needing to add another license add-on, or take the next major step up to the full E5 license.
By thoroughly evaluating the client's objectives, Experts 365 was able to assess their current setup from both a functionality as well as cost perspective. All of the additional add-ons in their previous setup were found to be included in the E5 license, including the additional records management add-on. Moreover, Experts 365 identified features in the E5 license which would be beneficial for the organization beyond what they were already using / considering.
After 7 years of being stuck on the E3 license, in under 4 months Experts 365 demonstrated the superior value the E5 license would bring to the organization and completed an uplift from E3 to E5. With the new license in place, Experts 365 created and delivered tailored training material on the records management functionality, as well as several other features and functions, not previously available to the organization.
Cost Analysis
The cost trade-off analysis was measured by the cost and limited functionality gain with the additional add-ons vs the cost and functionality of the full upgrade. Given an uplift to the full E5 license was being considered, significant volume discounts were able to be arranged with Microsoft, and the total cost of the E3 + add-ons was virtually the same as the full E5 (which had literally dozens of additional benefits beyond the few add-ons in the E3 scenario). Any arguments against the upgrade quickly became difficult to defend, and the long overdue decision was finally made to execute upon the upgrade to the full E5 license.
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