Why Keeping a Bad Sales Rep Could Cost You: How to Get a Great Software Deal and Strengthen Relationships

As a customer, when you are looking to buy software, you want to get the best possible deal and build a strong relationship with the software provider. However, this can be difficult to achieve if a bad sales rep is working with you. In this blog post, we will explore why keeping a bad sales rep could cost you and provide actionable tips on how to get a great software deal and strengthen relationships.

Why Keeping a Bad Sales Rep Could Cost You

A bad sales rep can cost you in many ways. A bad sales rep:

  • Will not give you straight answers and will likely give you the runaround. This can be frustrating and time-consuming as you try to get the information you need to make an informed decision
  • May not be loyal to you and may be more interested in meeting their own goals than yours. This can lead to added costs, such as licensing, deployment, ongoing support, and increased costs over time.
  • Focuses on their quota and how they get paid. If you find a rep forcing you to buy products or services you don’t need, there is a reason. Reps that are focused on themselves are not going to help you accomplish what you need. 

Actionable Tips to Get a Great Deal and Strengthen Relationships

Now that we’ve looked at why a bad sales rep can cost you, let’s explore some actionable tips on how to get a great software deal and strengthen relationships.

  1. Do your research

Mistake: Not doing research 

Tip: Before making a software purchase, do your research. Look for reviews and testimonials from other customers, check the software provider’s website and social media accounts, and speak with current or past customers if possible. This will help you make an informed decision and avoid wasting time and money.

  1. Communicate your needs

Mistake: Not communicating your needs 

Tip: When speaking with a sales rep, be clear and specific about your needs. This will help the sales rep understand your needs and make appropriate recommendations. Don’t be afraid to ask questions or ask for clarification if you don’t understand something.

Statistic: According to a survey by TechValidate, 97% of B2B buyers said that the sales rep’s ability to understand their needs was an important factor in their decision to purchase.

  1. Negotiate

Mistake: Not negotiating

Tip: Don’t be afraid to negotiate with the sales rep. Ask for discounts or special pricing, especially if purchasing multiple licenses or a long-term contract. If the sales rep is unwilling to negotiate, consider speaking with management or looking for a different software provider.

Statistic: According to a survey by HubSpot, 89% of B2B buyers said negotiating pricing was an important factor in their decision to purchase.

Get in Touch with Us to Avoid That Bad Software and Sales Rep

As a customer, if you’re looking to buy software, you want to get the best possible deal and build a strong relationship with the software provider. We’ll help you avoid those bad sales reps that cost you, and we’ll provide even more actionable tips on how to get a great software deal and strengthen relationships.

 

  1. Don’t let a lousy software sales rep cost you more. Look for warning signs like poor communication and lack of support.

 

  • Don’t settle for vague timelines or complex deployments. A good sales rep should be clear and transparent.
  • Watch out for hidden costs and “shelf-ware” bundles. A good sales rep will work to provide value and meet your needs.
  • Work with a sales rep who prioritizes your goals and vision, not just their own. Loyalty and support are critical.
  • Choose a sales rep who values security and supports your business needs. Don’t compromise on protection or solutions.

 

  1. Don’t keep a bad sales rep if you want a great software deal and strong relationships.
  • Look for warning signs like poor communication, lack of support, and unclear timelines.
  • Don’t settle for hidden costs or unnecessary “shelf-ware” bundles. A good sales rep should provide value.
  • Prioritize your own goals and vision. Choose a sales rep who will support you and work to meet your needs.
  • Don’t compromise on security or protection. Choose a sales rep who values these aspects of software purchasing.
  • Take control of the purchasing process. Don’t let a bad sales rep drive up costs or hurt your relationship with your provider.

As businesses continue to rely more and more on software, the role of the sales representative has become increasingly important. A good sales rep can help enterprises to find the right software at the right price, while a bad sales rep can do the opposite. In fact, a bad sales rep could end up costing your business more than just money. According to a study by HubSpot, over 50% of customers say they have stopped doing business with a company because of poor customer service. So, how do you avoid keeping a bad sales rep, get an excellent software deal, and strengthen your business relationships?

  1. Identify Warning Signs

The first step in avoiding a bad sales rep is to know what to look for. Here are some warning signs that you might have a bad sales rep:

  • A sales rep who is challenging to reach, doesn’t respond to emails, or doesn’t listen to your needs is a red flag.
  • A good sales rep should be there to support you throughout the entire software purchasing process, not just during the sale.
  • Be wary of sales reps who aren’t transparent about costs or try to bundle unnecessary features or services.
  •  If the sales rep is only concerned with their own goals rather than yours, it’s time to look elsewhere.

Actionable Recommendation: Watch for these warning signs, and don’t hesitate to ask questions or voice concerns to their management team. A good sales rep will be transparent and responsive.

Error to Avoid: Don’t assume that a sales rep who seems nice or friendly will automatically be a good fit. Always do your research and ask questions.

  1. Prioritize Your Goals and Vision

Your business has unique needs and goals when it comes to software. A good sales rep should prioritize your vision, not theirs. Here are some ways to ensure that your goals are being met:

  • A good sales rep will be open and honest about what they can and can’t provide.
  • Your software needs might change over time. A good sales rep should be willing to adjust to your changing needs.
  • Look for a sales rep who provides ongoing support, not just during the sale.
  • A good sales rep will be loyal to you and your business, not just trying to make a quick sale.

Actionable Recommendation: Clearly articulate your goals and vision to potential sales reps. Look for reps who show a willingness to work with you to achieve these goals.

Error to Avoid: Don’t settle for a sales rep who tries to push their own agenda or goals onto your business. Always prioritize your own needs and vision.

  1. Don’t let your sales rep talk you into unnecessary add-ons:
  • Evaluate whether add-ons align with your goals and objectives
  • Ask for data or case studies that demonstrate how the add-on has helped similar clients
  • Push back if you feel like the add-on isn’t necessary or won’t provide a good ROI
  • Don’t let a bad sales rep pressure you into making a decision that isn’t right for your business and your budget.

Sales reps are often incentivized to push additional products or services, even if they don’t add value to your specific needs. Before agreeing to any add-ons, take the time to evaluate whether they align with your goals and objectives. Ask your rep to provide data or case studies demonstrating how the add-on has helped other clients in similar industries. Don’t be afraid to push back if you feel the add-on isn’t necessary or won’t provide a good return on investment. 

Remember, it’s your business and your budget— don’t let a bad sales rep pressure you into making a decision that isn’t right for you.

Why Keeping a Bad Sales Rep Could Cost You: How to Get a Great Software Deal and Strengthen Relationships

As a customer, when you are looking to buy software, you want to get the best possible deal and build a strong relationship with the software provider. However, this can be difficult to achieve if a bad sales rep is working with you. In this blog post, we will explore why keeping a bad sales rep could cost you and provide actionable tips on how to get a great software deal and strengthen relationships.

Why Keeping a Bad Sales Rep Could Cost YouWhy Keeping a Bad Sales Rep Could Cost You

A bad sales rep can cost you in many ways. A bad sales rep:

  • Will not give you straight answers and will likely give you the runaround. This can be frustrating and time-consuming as you try to get the information you need to make an informed decision
  • May not be loyal to you and may be more interested in meeting their own goals than yours. This can lead to added costs, such as licensing, deployment, ongoing support, and increased costs over time.
  • Focuses on their quota and how they get paid. If you find a rep forcing you to buy products or services you don’t need, there is a reason. Reps that are focused on themselves are not going to help you accomplish what you need. 

Actionable Tips to Get a Great Deal and Strengthen Relationships

Now that we’ve looked at why a bad sales rep can cost you, let’s explore some actionable tips on how to get a great software deal and strengthen relationships.

  1. Do your research

Mistake: Not doing research 

Tip: Before making a software purchase, do your research. Look for reviews and testimonials from other customers, check the software provider’s website and social media accounts, and speak with current or past customers if possible. This will help you make an informed decision and avoid wasting time and money.

  1. Communicate your needs

Mistake: Not communicating your needs 

Tip: When speaking with a sales rep, be clear and specific about your needs. This will help the sales rep understand your needs and make appropriate recommendations. Don’t be afraid to ask questions or ask for clarification if you don’t understand something.

Statistic: According to a survey by TechValidate, 97% of B2B buyers said that the sales rep’s ability to understand their needs was an important factor in their decision to purchase.

  1. Negotiate

Mistake: Not negotiating

Tip: Don’t be afraid to negotiate with the sales rep. Ask for discounts or special pricing, especially if purchasing multiple licenses or a long-term contract. If the sales rep is unwilling to negotiate, consider speaking with management or looking for a different software provider.

Statistic: According to a survey by HubSpot, 89% of B2B buyers said negotiating pricing was an important factor in their decision to purchase.

Get in Touch with Us to Avoid That Bad Software and Sales Rep

As a customer, if you’re looking to buy software, you want to get the best possible deal and build a strong relationship with the software provider. We’ll help you avoid those bad sales reps that cost you, and we’ll provide even more actionable tips on how to get a great software deal and strengthen relationships.

 

  1. Don’t let a lousy software sales rep cost you more. Look for warning signs like poor communication and lack of support.IBM License Metric Tool

 

  • Don’t settle for vague timelines or complex deployments. A good sales rep should be clear and transparent.
  • Watch out for hidden costs and “shelf-ware” bundles. A good sales rep will work to provide value and meet your needs.
  • Work with a sales rep who prioritizes your goals and vision, not just their own. Loyalty and support are critical.
  • Choose a sales rep who values security and supports your business needs. Don’t compromise on protection or solutions.

 

  1. Don’t keep a bad sales rep if you want a great software deal and strong relationships.
  • Look for warning signs like poor communication, lack of support, and unclear timelines.
  • Don’t settle for hidden costs or unnecessary “shelf-ware” bundles. A good sales rep should provide value.
  • Prioritize your own goals and vision. Choose a sales rep who will support you and work to meet your needs.
  • Don’t compromise on security or protection. Choose a sales rep who values these aspects of software purchasing.
  • Take control of the purchasing process. Don’t let a bad sales rep drive up costs or hurt your relationship with your provider.

As businesses continue to rely more and more on software, the role of the sales representative has become increasingly important. A good sales rep can help enterprises to find the right software at the right price, while a bad sales rep can do the opposite. In fact, a bad sales rep could end up costing your business more than just money. According to a study by HubSpot, over 50% of customers say they have stopped doing business with a company because of poor customer service. So, how do you avoid keeping a bad sales rep, get an excellent software deal, and strengthen your business relationships?

  1. Identify Warning Signs

The first step in avoiding a bad sales rep is to know what to look for. Here are some warning signs that you might have a bad sales rep:

  • A sales rep who is challenging to reach, doesn’t respond to emails, or doesn’t listen to your needs is a red flag.
  • A good sales rep should be there to support you throughout the entire software purchasing process, not just during the sale.
  • Be wary of sales reps who aren’t transparent about costs or try to bundle unnecessary features or services.
  •  If the sales rep is only concerned with their own goals rather than yours, it’s time to look elsewhere.

Actionable Recommendation: Watch for these warning signs, and don’t hesitate to ask questions or voice concerns to their management team. A good sales rep will be transparent and responsive.

Error to Avoid: Don’t assume that a sales rep who seems nice or friendly will automatically be a good fit. Always do your research and ask questions.

  1. Prioritize Your Goals and Vision

Your business has unique needs and goals when it comes to software. A good sales rep should prioritize your vision, not theirs. Here are some ways to ensure that your goals are being met:

  • A good sales rep will be open and honest about what they can and can’t provide.
  • Your software needs might change over time. A good sales rep should be willing to adjust to your changing needs.
  • Look for a sales rep who provides ongoing support, not just during the sale.
  • A good sales rep will be loyal to you and your business, not just trying to make a quick sale.

Actionable Recommendation: Clearly articulate your goals and vision to potential sales reps. Look for reps who show a willingness to work with you to achieve these goals.

Error to Avoid: Don’t settle for a sales rep who tries to push their own agenda or goals onto your business. Always prioritize your own needs and vision.

  1. Don’t let your sales rep talk you into unnecessary add-ons:
  • Evaluate whether add-ons align with your goals and objectives
  • Ask for data or case studies that demonstrate how the add-on has helped similar clients
  • Push back if you feel like the add-on isn’t necessary or won’t provide a good ROI
  • Don’t let a bad sales rep pressure you into making a decision that isn’t right for your business and your budget.

Sales reps are often incentivized to push additional products or services, even if they don’t add value to your specific needs. Before agreeing to any add-ons, take the time to evaluate whether they align with your goals and objectives. Ask your rep to provide data or case studies demonstrating how the add-on has helped other clients in similar industries. Don’t be afraid to push back if you feel the add-on isn’t necessary or won’t provide a good return on investment. 

Remember, it’s your business and your budget— don’t let a bad sales rep pressure you into making a decision that isn’t right for you.

Four Secrets of A Champion CIO

Mastering Software Licensing: Insights from Champion CIOs

As a Chief Information Officer (CIO), one of your primary responsibilities is managing and optimizing your organization’s technology. To correctly manage technology includes ensuring you have the correct software licenses to support your business needs while controlling costs. This blog post will examine chief information officer roles, responsibilities, and secrets of champion CIOs who have excelled at software licensing and cost optimization.

Mastering Software Licensing

The first step in optimizing your software licensing costs is clearly understanding your business needs. To know what you need, you must identify the specific software applications and tools required to support your operations and the number of users needing access to these applications. It’s essential to take the time to carefully assess your needs, as having too few licenses can result in productivity bottlenecks while having too many can lead to unnecessary costs.

  • Negotiate favourable terms

Once you clearly understand your software needs, it’s time to start negotiating with vendors. Champion CIOs are skilled at negotiating favourable terms with software vendors, including discounts on licensing fees and additional features or services at no extra cost. The role of a CIO here is to be upfront about your budget and willing to walk away if the vendor is unwilling to meet your needs.

 

  • Leverage volume licensing agreementsLeverage volume licensing agreements

Volume licensing agreements allow organizations to purchase many licenses at a discounted price. These agreements are typically available for popular software applications such as Microsoft Office and Adobe Creative Suite and can result in significant cost savings for organizations with many users. Champion chief information officers are adept at leveraging volume licensing (and combing with point 2 – negotiate favourable terms) agreements to get the best deal for their organization.

  • Monitor and review your licenses.

It’s essential to regularly review your software licensing agreements to ensure that you are still meeting your organization’s needs. A best practice is tracking the number of licenses you have in use and identifying areas where you may be over-licensed or under-licensed. The role of a CIO here is to be proactive in monitoring and reviewing their licenses and quickly make changes as needed to optimize costs.

In conclusion, optimizing your software licensing costs requires a combination of careful planning, strong negotiation skills, and ongoing review. By following the secrets of these champion CIOs, you can ensure that you have the correct software licenses to support your business needs while keeping costs under control. So, these are the secrets of four champion CIOs that will help optimize the cost of software licensing in your organization.

Bonus: Leverage data to your advantageBonus: Leverage data to your advantage

In today’s digital age, data is “the new oil” – a valuable resource that helps drive growth and innovation. A champion CIO method here seeks to understand the value of data and use it to advantage regarding software licensing and cost optimization. By collecting and analyzing software deployment and usage metrics data, CIOs can better understand how their software is used and identify areas where they can save costs.

For example, by tracking the number of active users for a particular software application, a CIO may discover they have more licenses than they need. They then use this data to negotiate a reduction in licensing fees with the vendor. Additionally, by analyzing data on software usage patterns, CIOs can identify underutilized applications and decide to discontinue them, reducing costs and simplifying the software environment.

In today’s fast-paced, data-driven world, having access to accurate and actionable data is essential for effective software licensing and cost optimization. A champion chief information officer understands the importance of data and uses it to gain insights that drive better decision-making and cost savings. Collecting, analyzing, and leveraging data can earn a competitive advantage and stay ahead of the curve in software licensing and cost optimization.

In summary, you can optimize software licensing costs in your organization by understanding your needs, negotiating favourable terms, leveraging volume licensing agreements, monitoring and reviewing your licenses, and leveraging data to your advantage. In today’s fast-paced and data-driven world, data is the new oil, and having access to accurate and actionable data is essential for effective software licensing and cost optimization. Using your own data around deployment and software usage metrics will give you the most leverage possible for cost optimization.

For more information on how our services at MetrixData 360 can meet the needs of your technology and financial departments, contact us today. Let’s work with you and your chief information officer’s roles and responsibilities to manage and optimize your organization’s technology.

 

Microsoft, Oracle, IBM, and Adobe Software Audits at a Glance

The Top Four Software Vendors Sending Out Software Audits

It is likely that your software budget is shrinking yet your software vendors are looking for you to spend more money with them every year. When software companies can’t get the revenue they expect from you, they will often turn to software audits as a way to make up the difference. Software audits are many things: stressful, frustrating, leave you thinking that living in a cave, herding goats might have been an easier career path. But for the software publishers’ audits are quite profitable, and they have come to exploit this as a way to make their annual revenue growth targets.

Gartner has said that there is a 60% or greater chance that enterprises will be audited by at least one software publisher in any given year. The best way for you to handle the rising tide of software audit requests is by knowing your software environment and performing routine health checks to uncover areas of exposure. We cover the top areas where a company is exposed to in a software audit in our article Software Audit Preparation: What You Need to Know.

The Biggest Companies Performing Software Audits Are:

  • Microsoft
  • IBM
  • Oracle
  • Adobe

At MetrixData360, we have extensive experience working with all of these vendors, and we know how to handle an audit from each. In this post we’ll discuss some of the things you need to know about each of the software vendors and how to handle them during a software audit.

Microsoft Audit

Microsoft often claims that their audits are simple, short, and painless. In our eight years of defending companies during their software audits, we’ve yet to see a Microsoft audit that has matched this description.

Instead, we have seen audits that take almost 18 months to finalize as customers try to dig through rising mountains of data that are required as part of a Microsoft Audit (or SAM Engagement). Here are just a few tips for dealing with a Microsoft software audit:

    • SAM Audit or Review?

From our experience, Microsoft can either offer you SAM reviews or audits. SAM reviews are technically optional but refusing will likely result in getting audited. For a full breakdown of the difference between a Software Audit and a SAM review, visit our post Software Asset Management (SAM) Review vs Audit: What’s the Difference?

    • Respond to Your Vendor

We are often asked if you need to respond to an audit or a SAM letter. The short answer is yes, it is highly advisable that you respond to both. Not responding to a software audit, can find you in breach of your contract and leave you facing potential legal ramifications and hefty fines up to $100,000 USD. Although you could technically refuse a SAM Engagement, you could also find yourself running the risk of being in breach of your contract.

It has been our experience that refusing a SAM review will often result in Microsoft responding by sending you a full audit that you can’t refuse. Therefore, it would be more beneficial for you and your company to negotiate with Microsoft to perform a self-assessment as opposed to having a Microsoft partner perform the audit. A SAM engagement will be nearly identical to an audit after the data collection stage has begun and you will struggle to see the difference between the two processes until the negotiation stage has been reached.

    • Software Reviews vs Software Audits

The real difference between a SAM review and an audit can be seen when examining the penalties of each and how they are resolved. In a SAM review, you will be allowed to purchase your missing licenses at your contracted prices or at your historically discounted rate. In an audit, on the other hand, Microsoft has the right to charge any shortfalls at List Price in addition to a 5% penalty, although this may vary depending on your contract.

    • Paying For An Audit

Another difference between a SAM review and full audit appears when asking who will pay for the whole process. Microsoft will pay for the cost of the SAM engagement themselves whereas in an audit if you are found to be greater than 5% out of compliance you will be responsible for paying for the audit yourself in addition to any penalties you are incurred during the audit.

IBM Audit

IBM audits can be especially tough, since many of their license metrics require you to accurately have installed their ILMT tool in order to effectively capture your estimated license position (we have found that the majority of IBM’s customers have not done this correctly). Here are some things to consider that can help in the case of an IBM audit:

    • True Up Costs

Once your software audit has concluded, IBM will often let you settle at your discounted price with an additional fee for the maintenance that was used for the upkeep of the product when it was unlicensed.

    • Watch For Licensing Changes

IBM is also prone to make licensing changes which can apply to a wide range of their products in the wake of acquiring a new software company to their profile or releasing new versions of their software. When these events occur, be sure to look at your licenses with IBM to check for relevant updates.

    • Properly Set Up and Use ILMT

Our CEO Mike Austin says that you need to understand ILMT and how it works to effectively manage most IBM Software Audits.
According to Mike, “IBM isn’t typically auditing their Passport Advantage program, they are going after the complexity of sub-capacity and PVU based licensing. In order to pass an audit if you are licensing at sub-capacity, you need to have ILMT up and running. You will also need a have a history of reports. Installing and configuring ILMT is tricky and not many companies have done it correctly. In a lot of our work around IBM Audits, we are fixing ILMT reporting before we even start the work of defending an audit.”

    • ILMT Does Not Hold All The Answers

However, installing ILMT doesn’t mean you are 100% safe from IBM’s audits, you can still be found out of compliance.

    • Avoid Scope Creep

Our IBM Audit teams says to make sure you define the audit scope, as IBM is quite notorious for scope creep. You will want to ensure you know which products and contracts are included (and excluded) from the audit.

    • Put The Onus On IBM

You need to get an agreement with IBM (not the reseller- they can’t promise this) stating that IBM will take on the responsibilities to ensure that the product being deployed is correctly licensed. If they fail to then deploy ILMT after such a deal has been reached, then it might be possible to get a concession during an audit.

    • Defend Yourself With Data

Even if IBM doesn’t take responsibility for the licensing of deployed software, you might have a case to circumnavigate adverse findings that can come up due to ILMT’s failures, if you can collect historical system-generated reports that demonstrate the following things:

1) the processor resources that were allotted to the VMs running the PVU-licensed products have been or are capped and are not subject to any automated augmentations-based on system demands and

2) the historical usage of these products never exceeded licensed levels. However, this data has proved difficult for companies to obtain in the past.

Oracle Audit

From our observations, Oracle Audits incur the largest compliance findings typically. We’ve dealt with Oracle many times in the past, and here are some things you should know about how Oracle conducts their audit.

    • Only Pay For What You Use

According to the ITAM Review’s article Oracle Audit: Top 20 Frequently Asked Questions, for Oracle, the installation of software and the licensing of that software are two different events, with the exception of Database Enterprise Editions, so be careful when initially deploying software as it will likely be the cause of issue during an audit. For example, Oracle optional features, such as RAC, get turned on by default when installing databases, these options may only be licensable if you actually use them, not if you have them installed. This is a subtle difference, but it can have a profound impact and it is an area that is often found as being licensable by LMS. However, we have often found that it can be negotiated out with usage data.

    • Oracle Software Review vs Oracle Software Audit

Oracle has Oracle License reviews and Oracle License audits. These are the exact same thing – “review” just sounds friendlier. Both should be treated with the same level of severity.

    • Understand Your Contract

According to Scott & Scott, LLP’s article, Seven Lessons I Learned Representing Clients in Oracle Audits, take extra care to understand Oracle’s policies around usage. Since many of Oracle’s policies will not be included in the license’s documents, there tends to be a lot of confusion generated around this topic. Some areas that produce the largest findings in an Oracle Audit are VMWare and Oracle’s policy stating that all Processors in a cluster must be licensed. This policy has caught many organizations off guard and is the crux of the major lawsuit between Oracle and Mars Corporation.

    • More Gaps Cost More Money

As with Microsoft, if you are found out of compliance on a Oracle Audit you will have to cover the expense for the audit.

    • Use Your Own Tools

Our Oracle Audit Experts state that you are not required to use Oracle’s scripts to collect your data, especially if you have your own methods in place for gathering your data. LMS will try very hard to get you to use their scripts. We recommend, however, that you use your own processes first, if possible.

    • Tools Are Only As Good As The People Using Them

ITAM Review’s article Oracle Audit: Top 20 Frequently Asked Questions, states that Oracle has several approved SAM tools like Lime Software, Easyteam, BDNA, Hewlett-Packard, Flexera Software, Nova Ratio, and iQuate. However, these tools only collect raw data and won’t provide you with the interpretation of that data which will tell you what you need to license. Therefore, just because you have Oracle-approved tools, it doesn’t mean you’re completely safe in an Oracle audit.

    • Get A Paper Trail

In all audits, but especially ones with Oracle, it is highly recommended that you get a closing statement to close out the audit (indemnification is the most ideal). This is especially important with Oracle, as they are a very litigious vendor. You will be happy that you have a closing statement in case the audit ever goes to court and your company’s reputation is suddenly on the line.

Adobe Audit

Compared to the other heavy hitters, Adobe’s software audits can seem like little more than a friendly reminder. However, Adobe’s products can be quite expensive, so it’s important not to let this vendor slip from your mind. Here are some tips about Adobe licensing:

    • Friendlier, But Not Friendly

According to a study released by Gartner in 2016 and presented in their article What Does an End to Adobe Auditing and License Compliance Activity Really Mean?, Adobe has steadily moved away from auditing their customers, focusing instead on their Software as a Service platform and subscription-based licensing. That does not mean your company no longer has to deal with compliancy risks from Adobe, as Adobe still maintains the right to verify compliancy, giving their customers 30 days to provide data to ensure proper usage.

    • Buy What You Need, Not What You Want

The Gartner article also states that with a focus on SaaS and the subscription-based nature of Adobe, along with the lack of an “off-switch” for Adobe products, the main focus of Software Asset Management when it comes to Adobe should be proper sizing and monitoring usage.

    • For Adobe, It’s The Little Things That Count

According to TechRepublic’s article How to Prevent or Navigate an Audit by Adobe, Adobe monitors their customers differently from other vendors. Where Microsoft, Oracle, and IBM are interested in unlicensed software, Adobe is more interested in the protection of their intellectual property and making sure their product is used correctly. Are you correctly licensing any fonts with Adobe? These small questions can accumulate if they are not properly answered.

    • Adobe Does It Themselves

TechRepublic’s article also states that Adobe performs their own compliance verification review as opposed to hiring a third-party auditor, which can either be good or bad depending how far out of compliance you are.

    • Watch For Creative Suite License Changes

One best practice we advise our client’s to adhere to when dealing with Adobe says that you will have to pay particular attention to Creative Suite, as it is prone to change almost every year and these constant updates make it difficult to keep track of products. It will often leave programs as obsolete and the licensing for it makes it difficult to understand what is truly needed.

    • Upgrade Licenses Can Downgrade Your Compliance

Finally, according to TechRepublic’s article How to Prevent or Navigate an Audit by Adobe, Adobe also has no program in place to account for upgrades. Upgrade licenses, therefore, can sometimes stretch back several years – so, keep track of how far back these licenses go and be sure not to leave yourself over-confident (don’t forget that sometimes you can only go back three versions – so tracking that can also be very difficult).

How MetrixData360 Can Help

Software audits have been known to put a strain on any company’s software budget, so knowing about the software vendors that tend to resort to such methods will leave you with a better knowledge of what to expect. At MetrixData360, we believe that you should not have to pay the software vendors more than what you owe them, so it’s important to invest in software asset management long before you’re confronted with a software audit. By clicking the button below, you will be taken to our audit services page, where you can learn more about how we can help you survive a software audit.