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Case Studies

Proven results. Real savings.

See how we've saved $800M+ for New York City and delivered major results for government agencies and Fortune 500 enterprises.

$800M+ NYC Savings
25+ Years
Fortune 500 Clients
Regional Credit Union Enterprise
90%+
normalization coverage after go-live

A regional credit union replaced Snow with ServiceNow SAM Pro, delivered 22 scoped workstreams across entitlement, SaaS, reclamation, and reporting, and reached 90%+ normalization across 4,000+ discovered software records by handoff.

90%+
Normalized
4K+
Records Reviewed
22
Scoped Stories
5
Reclaim Rules
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Regional Insurance Carrier Enterprise
$154.7K
Microsoft renewal quote tested against actual need

UMS reconciled a regional insurance carrier's Microsoft entitlements and deployments, showed its on-prem SQL Server, Windows Server, and System Center estate could stay on perpetual rights without new renewal purchases if versions stayed flat, and created a transfer-plus-downsize plan for the Microsoft 365 subscription stack.

$154.7K
SA Quote Reviewed
40
Servers in Scope
176
O365 Base Subs
0
Server SA Renewals Needed
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Regional Consumer Finance Lender Enterprise
<2.3K
devices brought into recurring Microsoft licensing governance

Across multiple Microsoft reconciliation cycles, UMS helped a regional consumer finance lender reconcile deployment and entitlement data, surface hidden SQL and Office exposure, and turn annual true-up work into a repeatable operating process.

<2.3K
Devices in Scope
2017-2021
Support Window
$25K
SQL Risk Surfaced
~2 Days
2021 Normalization
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Fortune 500 Financial Services Company Enterprise
$100M
IBM settlement letter challenged

After receiving a $100M settlement letter from IBM, this Fortune 500 financial services company engaged UMS to provide expert licensing analysis and post-settlement optimization — extracting additional value and establishing ongoing audit protection.

$100M
Initial IBM Demand
90%+
Demand Reduction
Post-Settlement
UMS Engagement Timing
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New York City Housing Authority (NYCHA) Government
$500K
savings identified in 3 weeks

UMS conducted a rapid Microsoft license optimization assessment for NYCHA, identifying over $500,000 in immediate savings on M365 licensing — with zero upfront cost to the agency.

$500K+
Savings identified
3 weeks
Assessment timeline
$0
Upfront cost to NYCHA
10,000+
Licensed users assessed
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Canadian Municipality Government
1,499→23
from city-wide Java exposure modeling to targeted endpoints

A Canadian municipality faced a potential Oracle Java licensing problem that could have been priced across 1,499 employees. UMS built a defensible fact base, classified 216 Java endpoints, cleared 193 from immediate commercial concern, and narrowed follow-up to 23 endpoints and a 10-server remediation plan.

1,499→23
Scope Narrowed
216
Endpoints Classified
193
Endpoints Cleared
10
Servers Needing Action
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Global Aviation Services Operator Enterprise
86%
reduction in stale M365 E3 assignments over 6 months

A global aviation services operator used UMS's recurring Microsoft 365 governance model to clean up stale premium licenses, expand frontline-user segmentation, and cut over-90-day stale M365 E3 assignments from 152 to 21 between October 2024 and April 2025.

86%
Stale E3 Reduction
1,529
E3 Accounts Flagged
102
F1 Seats in Use
~6 Mo
Review Window
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Diversified Components Manufacturer Enterprise
3,977
devices brought under recurring license governance

A diversified components manufacturer needed more than a one-time renewal spreadsheet. UMS helped turn a complex Microsoft estate into an ongoing governance program spanning 1,952 qualified users, multiple worker profiles, annual true-ups, and 3,977 managed devices.

3,977
Managed Devices
1,952
Qualified Users
2,269
Qualified Desktops
~6 Yrs
Program Duration
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Global Capital Markets Platform Enterprise
96%
reduction in modeled IBM MQ licensing gap

As a global capital markets platform prepared to virtualize IBM MQ workloads, UMS rebuilt the licensing fact base, cutting the modeled UK gap from 1,170 PVU to 50 PVU and guiding targeted IBM purchases instead of a blanket full-capacity overbuy.

1,170->50
PVU Gap Reduction
$176.9K->$7.6K
Modeled UK Exposure
380
PVU Bought Precisely
73%
Lower Future Gap with ILMT
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Global Industrial Manufacturer Enterprise
$2.4M
in verified Microsoft renewal savings over 3 years

Facing a high-stakes Microsoft renewal, a global industrial manufacturer used UMS to analyze real M365 usage, eliminate 1,112 unnecessary seats, improve pricing, and lock in $2.4M in verified savings over the first three years of the agreement.

$2.4M
3-Year Savings
1,112
M365 Seats Removed
413
Non-Human Accounts Reviewed
~10 Weeks
Time to Execution
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Federally Funded Agency Government
$1.76M
in cloud licensing savings within 2 months

When federal budget uncertainty hit, this agency needed immediate cost reduction. UMS analyzed their Microsoft 365 environment and found that over half of G3 cloud subscriptions were unused or misallocated — remnants of a completed contractor project that were never reclaimed. The result: $1.76M in verified savings over two years, delivered in weeks with minimal operational disruption.

$1.76M
2-Year Savings
39%
M365 Cost Reduction
55%
G3 Licenses Reclaimed
~2 Mo
Time to Results
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NYC Housing Authority Government
$2.2M
in verified Microsoft EA savings over 5 years

UMS identified over 10,000 inactive Microsoft licenses and reduced NYCHA's EA renewal by $495K in Year 1 — $2.2M over the 5-year term. Phase 1 of a broader engagement spanning Azure cloud optimization and a $17M multi-vendor contract portfolio across 16 publishers.

$2.2M
5-Year EA Savings
10,000+
Inactive Licenses Found
$17M+
Annual Vendor Spend Under Review
16
Vendors Under Management
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City of New York Government
$800M+
saved over 25 years

Multiple mayors, multiple administrations — one constant partner delivering results. UMS has managed NYC's enterprise software portfolio across 80+ agencies for over 25 years, driving $800M+ in cumulative savings through centralized licensing, vendor negotiations, and audit defense. Recently signed a 6-year renewal — their longest commitment yet.

$800M+
Cumulative Savings
25+
Years of Partnership
80+
Agencies Served
7
Vendors Managed
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"UMS has been an invaluable partner in managing our software costs."
Adam Barsky
Adam Barsky
Former Chief Financial Officer, City of New York
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