Our client, a prominent bank headquartered on the East Coast of the United States, employs over 15,000 people across multiple branches and offices. As a key player in the financial sector, the bank relies heavily on its IT infrastructure to ensure seamless operations, compliance, and exceptional customer service. With a significant Microsoft licensing agreement nearing renewal, the bank faced rising costs and the challenge of optimizing its technology investments to align with evolving business needs.
The bank’s existing Microsoft licensing agreement included a mix of Microsoft 365 E3 licenses for its workforce. However, the impending renewal presented a projected cost increase due to expanded usage, additional feature requirements, and a need for enhanced productivity tools. The bank’s leadership sought a partner to help them navigate the renewal process, reduce expenses, and integrate innovative solutions like Microsoft Co-Pilot to boost employee efficiency. Their goals were clear: achieve significant cost savings without compromising functionality and future-proof their technology stack.
KontractOne, a trusted technology optimization and licensing partner, stepped in to assess the bank’s Microsoft ecosystem and devise a tailored strategy. Our team conducted a comprehensive audit of the bank’s licensing usage, workflows, and long-term objectives. Through this analysis, we identified opportunities to optimize their Microsoft 365 licensing structure and introduce value-added services.
Key actions taken by KontractOne included:
KontractOne’s strategic approach delivered measurable outcomes for the bank:
“Partnering with KontractOne was a game-changer for us. Their team didn’t just help us save $1.6 million on our Microsoft renewal—they transformed how we leverage technology. By strategically moving some licenses from E3 to E5 and introducing Co-Pilot, we’ve enhanced security and productivity across our 15,000 employees. KontractOne’s expertise and hands-on approach made all the difference.”
This case study exemplifies KontractOne’s commitment to delivering cost-effective, innovative solutions tailored to our clients’ unique needs. For the East Coast bank, our partnership resulted in substantial savings, upgraded capabilities, and a stronger technological foundation to support their mission. Whether it’s navigating complex renewals or integrating cutting-edge tools, KontractOne empowers organizations to maximize their IT investments and thrive in a competitive landscape.