A focused diagnostic to identify where licensing, usage, and contract structures fall out of sync—highlighting immediate risks or opportunities along the way, and providing a clear sequence for what to address first.
Revenue Priority: Assessment
Surface where contract terms, usage tracking, and billing structures fall out of sync—and act on what it’s costing you right now.
Overview
Licensing, billing, and usage are rarely in perfect alignment. For vendors, the result is unbilled consumption, inconsistent enforcement, and missed growth opportunities. For customers, it can mean overpayment, double-counting, or unexpected audit exposure.
Our Revenue Priority Assessment is a focused, one-time diagnostic that pinpoints the most significant revenue, risk, and compliance opportunities in your licensing ecosystem. By examining a representative sample of agreements, accounts, SKUs, and usage data, we highlight where definitions are vague, reporting systems fall short, or contract terms no longer align with operations.
But we don’t wait until the end. If a material compliance gap, underbilling pattern, or clear recovery opportunity surfaces, we escalate it immediately so your team can act. In many cases, these early findings are enough to fund the engagement itself while we continue mapping the broader landscape.
This is not a remediation project. It’s a strategic triage process that delivers two outcomes:
Quick wins captured as they appear.
A prioritized roadmap that directs you into the next services—sequenced for maximum impact.
What We Assess
📄 Contract & Metric Clarity
Are key license terms (e.g., users, transactions, outputs) well defined and consistently applied?
Have definitions drifted across time, customer types, or geographies?
Are audit rights, license grants, and usage rights structured for enforceability and fairness?
📊 Usage & Entitlement Alignment
Is actual usage traceable back to what’s contractually entitled?
Do indicators show overuse, underbilling, or missed upsell triggers?
Are non-standard metrics (e.g., departments, embedded use, read-only access) measurable in current systems?
🧩 SKU Structure & Operational Readiness
Do SKUs, bundles, and system logic reflect what’s contractually sold?
Are internal tools (quoting, billing, CRM/ERP) aligned with entitlement definitions?
Are there recurring patterns of ambiguity that could create disputes, audit risk, or customer mistrust?
Sample Inputs We May Request
A curated sample of executed agreements (recent years for trend review)
SKU documentation, license schedules, or order forms
Available usage reports, telemetry, or dashboards (optional where feasible)
Internal documentation on pricing/metric logic or measurement methods
Stakeholder interviews across Legal, Product, Finance, and RevOps for context
What You’ll Receive
A cross-functional diagnostic of the most impactful revenue, risk, and compliance opportunities
A summarized analysis of gaps in contract clarity, metric alignment, and usage measurement
An estimate of potential revenue recovery, compliance exposure, or operational inefficiency
Immediate escalation of urgent issues so action begins during the engagement—not just after it
The RevenueEdge Priority Map: a ranked, visual roadmap designed to help leadership sequence action across contract clarity, usage enforcement, SKU structure, partner oversight, and audit readiness
Strategic recommendations intended to support defensible positions in negotiations, audits, or internal decision-making
A tailored proposal for deeper follow-on projects where needed
Why It Matters
For Vendors
Stop revenue leakage by uncovering unbilled or underbilled usage
Strengthen audit enforceability with clearer contract definitions and metrics
Identify upsell opportunities hidden in current customer behavior
Build internal alignment around licensing model reforms
Launch new products or pricing models with clear, enforceable terms from day one
For Customers
Prevent overpayment caused by vague or inconsistent metrics
Gain confidence that usage is measured and billed fairly
Reduce audit exposure and avoid disputes with suppliers
Strengthen your negotiation position in renewals and expansions
Ensure new product launches or expansions begin with transparent billing and defensible terms
Ideal If You
Vendors
Want to uncover hidden revenue opportunities across your customer base
Suspect that usage, billing, and contract logic aren’t aligned
Need a defensible baseline before launching an audit or compliance program
Are preparing for a pricing or SKU model refresh—or launching a new product and want to start clean
Customers
Want assurance that you are being billed fairly and consistently
Suspect overpayment, double-counting, or inconsistent application of terms
Need visibility into where audit or compliance risk could surface
Want a clear, documented position ahead of renegotiation or renewal
Are evaluating or adopting a new product and want to ensure terms are transparent before usage scales
⚖️ Balanced Value: Whether you’re protecting revenue as a vendor or protecting your budget and exposure as a customer, this assessment is designed to surface immediate wins while providing a prioritized roadmap for where to act next.