From regional credit unions to global capital markets platforms. IBM MQ defense, Microsoft true-ups, ServiceNow rescue engagements, and SAM tooling that finally delivers value. Active in regional banking, insurance, consumer finance, and capital markets.
Regional and global financial institutions, insurers, lenders, capital markets platforms, and credit unions.
Capital markets and global banks run deep IBM MQ and middleware estates. IBM's audit posture is aggressive and seven-figure claims are routine without specialist defense.
Mid-cycle true-ups on M365, Azure, and Dynamics emerge from license-position drift. We rebuild the position and negotiate the true-up to a minimum.
ServiceNow SAM Pro deployments often go live without delivering the savings the business case promised. We audit the deployment and turn it into a working savings engine.
FFIEC, GLBA, and FINRA data-residency rules constrain cloud and SaaS choices. Configuration left to vendor defaults adds 15-25% to bills.
Deep IBM MQ, Microsoft, and Oracle licensing defense. We rebuild the licensing position from inventory and negotiate to clean settlements.
True-up rebuild, EA renewal benchmarking, and discount-structure leverage built from thousands of negotiations across the sector.
Stalled or under-delivering ServiceNow SAM Pro deployments turned into working savings engines. Configuration, data model, and governance fixed in 8-12 weeks.
Cloud rightsizing and reserved-instance strategy that respects GLBA, FINRA, and FFIEC data-residency constraints.
"UMS has been an invaluable partner in managing our software costs - across multiple administrations, multiple agencies, and over $800M in cumulative savings."
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.
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.
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.
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.
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.
Facing a Microsoft, Oracle, IBM, or SAP audit? We've reduced audit claims by up to 78%. Deep licensing expertise and aggressive negotiation protect your position.
Microsoft audit defense for EA, M365, SQL Server, Windows Server, SPLA, and true-up pressure. Control data, validate entitlement, and negotiate from evidence.
IBM audit defense for PVU, sub-capacity, middleware, and enterprise software estates. Validate entitlements, fix measurement gaps, and negotiate the outcome.
ServiceNow SAM Pro implementation, rescue, and optimization for teams that need normalized data, useful workflows, reclamation, and reporting that actually runs.
Enterprise Agreement renewal support for Microsoft estates. Right-size licenses, model true-up exposure, and negotiate from a fact base instead of a vendor quote.
Managed SAM and ITAM execution for teams that need more than dashboards. We help you prioritize renewals, defend audits, right-size licensing, and run the program.
Book a free 30-minute consultation. We'll show you exactly where your software, cloud, and telecom savings are - no obligation, no upfront cost.