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Microsoft Audit – Top tips how to navigate this process smoothly

Microsoft | Posted on October 25, 2016 by Jessica Koester

Whenever the word “Audit” comes up, Microsoft customers and partners almost immediately start to worry. Microsoft audits can be a major pain and they are happening more often than ever. In one recent survey, “58% of executives said they have been audited by Microsoft in the last 12 months, whereas five years ago, these types of audits were rare and only encountered under specific situations.

Today Microsoft absolutely does not discriminate”

Based on our years of experience in helping partners through audits, we’ve compiled a list of the most important tips to help you navigate these waters.

  • Do not uninstall anything as of the date of receipt of the audit letter.
  • Ensure that your internal contracts/legal have reviewed the contracts between you and Microsoft so that they can assist and understand the Terms and Conditions and are prepared for the first call with Microsoft.
  • If possible, have one main point of contact with the auditors, such as an internal person to project manage communications and expectations. If you have an internal software asset management (SAM) team that would be ideal.
  • Cooperate with the auditors in collecting data. Delaying the collection of data or being adversarial won’t help the process.
  • Once a consulting firm has presented its analysis to the partner we recommend you have a third party (including our team) review it on your behalf and look for errors and omissions.

If you have any other questions or comments about the audit process and what you need to look for, we are more than happy to help. Please feel free to reach out to your account manager or the SPLA team at Softchoice.

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