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By size - Mid-market

For mid-market estates where SAM is a side project

By 1,500 employees you have an EA, a Salesforce footprint, and an AWS bill that's growing faster than headcount. By 5,000 you have an audit risk you can't quantify. We sit in for the SAM team you don't have yet - and pay for ourselves on the first renewal.

20-30% Typical EA first-cycle savings
25-35% Cloud cost reduction
2-3 weeks M&A licensing diligence
Who This Is For

Mid-market profile

1,000-5,000 employees, $1M-$10M in annual software and telecom spend, growing faster than the SAM function.

SPEND $1M-$10M annual software and telecom
SAVINGS 20-30% on software; 25-35% on cloud
Compliance Overlays

What we account for on day one

/01 SOX for public-company readiness
/02 SOC 2 and ISO 27001
/03 PCI DSS for payments-adjacent
/04 Industry regimes (HIPAA, FINRA, GLBA)
The Challenge

Where mid-market estates leak the most.

/01

First EA renewal coming up

Microsoft, Oracle, and Salesforce price your first multi-year against your projected growth - not your actual usage. Without specialist benchmarking, you'll overpay 25-35% for the next three years.

/02

Audit exposure you can't quantify

Vendor audits land hardest on mid-market. The estate is real but the SAM tooling and process aren't. We've defended seven-figure claims down to $0 in 8-12 weeks.

/03

Cloud spend ahead of governance

AWS or Azure went from a few thousand a month to a meaningful line item. Reserved instances, savings plans, and rightsizing alone usually cut 25-35% off the bill.

/04

Acquisition surprises

If you're acquiring, you're inheriting someone else's software mess. We diligence the target's licensing exposure before close and harmonize the estate after.

How UMS Helps

Built for mid-market estates

/01

First-cycle EA benchmarking

We bring the discount structures, true-up tactics, and competitive leverage that mid-market buyers don't have repeat reps with. Typical first-renewal savings: 20-30%.

/02

Audit defense without panic

We've handled audits from Microsoft, Oracle, IBM, SAP, and the BSA. We respond on your behalf, rebuild the licensing position, and negotiate to a clean settlement.

/03

Cloud rightsizing engineers, not dashboards

Real engineers run rightsizing, RI strategy, and BYOL math across AWS, Azure, and GCP. Governance gets handed back to your team once savings are realized.

/04

Diligence on a deal clock

Quantified license exposure across an acquisition target in 2-3 weeks. Output is wired into purchase-price negotiation and a 100-day post-close remediation plan.

"UMS has been an invaluable partner in managing our software costs - across multiple administrations, multiple agencies, and over $800M in cumulative savings."
Adam Barski - Former CFO / Budget Director, City of New York
Proven Results

Verified savings in mid-market

Relevant Services

Services we run for mid-market

Get Started

Ready to find your savings?

Book a free 30-minute consultation. We'll show you exactly where your software, cloud, and telecom savings are - no obligation, no upfront cost.