




Discovery & Scoping
Define scope across both direct and indirect channels
Identify key contracts, partners, and risk profiles
Establish communication protocols for customers and partners
Agree on review cadence and format

Partner Enablement
Provide clear, jargon-free explanations tailored to partner/customer roles
Offer guidance on correcting entitlement gaps within their operational context

Scalable Execution
Deploy remote data gathering across global portfolios
Validate deployment vs. entitlements using audit-grade tools
Analyze discrepancies with factual rigor
Draft preliminary findings with partner/customer context in mind

Continuous Improvement
Feed learnings into future contract templates and GTM strategy
Update audit protocols based on emerging patterns across your ecosystem

Neutral Resolution
Share results via third-party report to depersonalize findings
Support negotiation and remediation for both customers and partners
Recommend process improvements to prevent recurrence

Relationship Preservation
Position findings as collaborative insights—not accusations—for all stakeholders
Ensure all communication reinforces partnership ethos, whether direct or indirect i.p ethos
Licensees, whether end customers or channel partners, often underreport or misinterpret usage due to complex contract terms, fragmented data, and lack of visibility into entitlements. Traditional “audit” approaches, even when justified, damage trust, especially at scale across global partner ecosystems. Benefits:Recover 10–25% of latent royalty revenue through precise, data-driven reconciliation, delivered via end-to-end outsourcing that scales with your portfolio without internal resource drain. Achieve 0% customer erosion by treating both direct customers and channel partners as collaborators, not suspects, using neutral, third-party validation that builds confidence and transparency. Turn compliance data into a strategic asset for GTM planning, enabling targeted upsell, partner performance optimization, and contract refinement based on real usage patterns across your entire ecosystem.