




Inventory & Baseline
Collect and validate contract repositories
Catalog software assets and versions
Map products to license entitlements

Data Integration
Ingest from ERP, CRM, SAM, and deployment tools
Reconcile entitlements with actual usage

Systematization & Automation
Standardize data formats and taxonomy
Implement validation rules and alerts
Automate periodic checks and flagging

Governance & Access
Define roles and permissions for internal teams
Ensure secure, compliant data handling

Continuous Monitoring & Reporting
Deliver monthly compliance dashboards
Conduct quarterly health checks
Provide ad-hoc analytics for deal support

Actionable Intelligence
Translate data into customer health scores
Flag expansion and risk signals for GTM teams
Disconnected data prevents holistic views of customer health, leading to missed upsell opportunities and delayed dispute resolution. Manual reconciliations consume time and introduce error.Benefits: Identify high-value, underutilized customers for targeted expansion, not just non-compliant ones.Empower Sales and CS teams with real-time license status, enabling personalized, trust-based conversations.Eliminate manual audits; reduce prep time by 70%.
Strategic Benefit: Create a single source of truth for pricing, segmentation, and expansion targeting.