A focused diagnostic to uncover where your licensing, usage, and contract structure are out of sync—and where to focus next.
Opportunity Assessment
Pinpoint where licensing metrics, usage tracking, and contract terms fall out of sync—and quantify what that’s costing you.
Overview
When contract terms, usage data, billing logic, and entitlement structures aren’t tightly aligned, revenue leaks quietly—and compliance risk builds. But where do you start?
The Opportunity Assessment is a focused, one-time diagnostic that helps you identify the biggest revenue, risk, and enforcement opportunities across your licensing ecosystem. By analyzing a sample of executed contracts, customer accounts, SKU structures, and available usage data, we highlight where definitions are vague, measurements are inconsistent, or reporting systems are falling short.
This is not a remediation project. It’s a strategic mapping exercise that draws from elements of each of our core services—without going deep into any single one. The outcome is a high-confidence picture of your opportunity landscape and a recommendation for which services will deliver the most value going forward.
What We Assess
📄 Contract & Metric Clarity
Are key license terms (e.g., “users,” “transactions,” “outputs”) well defined and consistently applied?
Have terms drifted across customer generations, geographies, or segments?
Are audit rights and license grants structured for enforceability?
📊 Usage & Entitlement Alignment
Is customer usage (where data is available) traceable to contract terms?
Are there indicators of overuse, underbilling, or missed upsell triggers?
Are non-standard metrics (e.g., business units, departments, embedded use) measurable in current systems?
🧩 SKU Structure & Operational Readiness
Are licensing models and billing metrics consistently reflected in your SKU and bundle logic?
Do internal systems (quote tools, dashboards, CRM/ERP) align with what’s contractually sold?
Are there patterns of ambiguity that would complicate audit or compliance efforts?
Sample Inputs We May Request
A curated sample of executed customer agreements from recent years
Related SKU documentation, license schedules, or order forms
Available usage reports, telemetry dashboards, or system logs (optional, where feasible)
Internal documentation around licensing logic, pricing constructs, or metric tracking
Interviews with stakeholders in Legal, Product, Finance, or RevOps to clarify context
What You’ll Receive
A cross-functional diagnostic identifying the most impactful revenue and compliance opportunities
A summarized analysis of gaps in contract structure, metric alignment, and measurement readiness
An estimate of potential revenue recovery, compliance exposure, or operational risk
Strategic recommendations on where to go deeper—and which targeted services to pursue next
A tailored engagement proposal to support those next steps through focused follow-on projects
Why It Matters
Without clarity on what’s broken, it’s hard to know where to focus compliance or monetization efforts
Licensing ambiguities often hide across contracts, metrics, SKUs, and systems—this brings them to light
A clear, quantified opportunity map creates internal alignment for next-step investments
This foundational work sets the stage for effective engagement in any of the five core service areas
Ideal If You:
Want to explore revenue, risk, or compliance gaps—but don’t know where to start
Suspect that usage, billing, and contract logic may be misaligned
Are preparing to launch a licensing cleanup, audit program, or pricing model reform
Need a high-level diagnostic to build the case for deeper engagement or cross-functional investment