Start with a defined trigger
An asset owner selects a product family and review period.
License review-to-reconciliation queue
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Usage does not automatically establish license compliance. Confirm contractual definitions and avoid changing accounts from a speculative match.
An asset owner selects a product family and review period.
Collect permitted purchase records, contract terms, assignment exports and approved usage definitions.
Suggest product matches, identify unexplained seat differences and separate missing evidence from confirmed discrepancies.
Asset and procurement owners verify entitlements and decide any subscription or assignment changes.
Record accepted findings and route approved actions to the relevant purchasing or administration process.
Measure unmatched assignments, false matches, unresolved ownership and reconciliation effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.