The Signal
The DoGood network filed 14 cost-rationalization submissions in the last 30 days. Observability. AppSec. ITSM. Sensor consolidation. FinOps. M365 licensing.
Twelve of them framed the work as in-house. "We are evaluating." "We are looking at." "Creating a strategy." Two of them did something different. They named an outside partner by name. Both partners were SoftwareOne. Both calls came from CIOs. Both calls were about Microsoft. A Construction CIO at one company, a Hospitality CIO at another, the same five days.
Three other senior IT leaders framed cost submissions around Microsoft in the same window without naming an LSP: a Pharmaceuticals Sr. Director of IT Infrastructure who called Microsoft licensing "ever growing," a Health Insurance Director of Infrastructure and Operations who pulled Microsoft and Oracle into the same FY27 EA review, and a Transportation CTO who reduced the question to "what can be done on M365 licensing mostly."
Five senior IT leaders across five industries. One vendor on every list.
The story is not that Microsoft is expensive. Trade press has covered that since January. The story is that Microsoft is the only software line in the network where CIOs admit they need outside help. Everything else gets routed to procurement or IT vendor management. Microsoft gets routed to an LSP. That tells you something about negotiating power, not just price.
From the Network
"Would be great to understand how SoftwareOne could help me potentially save costs with Microsoft or my cloud based solutions."
"As we get into 2027 planning, we are looking to evaluate our current EA's with companies like Microsoft and Oracle, namely to identify savings through optimization, right sizing and if applicable, rationalization."
Two different industries. Same FY27 planning calendar. Same LSP-on-speed-dial reflex.
Top Open Priorities This Week
Two raw asks pulled directly from member submissions in the last 14 days, unedited:
"Seeking help and support on reducing ever growing Microsoft licensing."
"Would like to here how Software One can help me optimize our software cost."
Both members are pulling LSPs into the room before the renewal date does the math for them.
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The Context
Info-Tech Research and SHI both published this week on Microsoft's 2026 Enterprise Agreement reset. Discount tiers B, C, and D are collapsing, M365 plans rise as much as 33% on July 1, and Power BI, Teams Phone, CAL Suite, and core server SKUs see double-digit increases at renewal. Unified Support fees move with them because they index to license spend.
The headlines are catching up to what the network already knew. The CIOs above were not reacting to the SHI piece. They had already routed the conversation to a named LSP, weeks before the price-shock framing showed up in trade press.
Bottom Line: The 35-month pre-reset lock is the visible prize. The structural shift is that Microsoft is now staffed as a third-party negotiation, not an internal procurement exercise. If your renewal is procurement-led, you are negotiating against vendors who already moved.
What to Do About It
Pull every Microsoft EA, Server CAL, and M365 renewal date on your books this week. Anything that lands after July 1, 2026 is paying tier-reset prices unless you accelerate. Then make the staffing call. The CIOs in the network moved this to an LSP-led conversation with vendor management in support, not the other way around. Bring Copilot E5 add-on math into the same conversation and decide before June 30.
This week, network members are not just pulling Microsoft renewal dates. They are pulling LSPs into the room. Decide whether yours is a procurement conversation or a third-party negotiation, then staff accordingly.
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