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By size - Small business

For growing companies without a dedicated SAM team

When you're under 1,000 employees, software and telecom spend is everyone's job and no one's job. We bring 25 years of enterprise vendor intelligence to engagements sized for SMB budgets - usually starting with telecom, where the wins are fastest.

$44K Annual savings on 15 POTS lines
$45 -> $6 Per-user UC plan right-sizing
4-6 Weeks to first realized savings
Who This Is For

Small business profile

10-999 employees, no dedicated SAM or TEM resource.

SPEND $100K-$1M annual software and telecom
SAVINGS 10-25% across software, cloud, and telecom
Compliance Overlays

What we account for on day one

/01 PCI for retail and payments-adjacent SMB
/02 SOC 2 readiness
/03 Industry-specific regimes (HIPAA for clinics, FINRA for advisors)
The Challenge

Where small business estates leak the most.

/01

No one whose job is to negotiate vendor contracts

When IT and finance both touch software and neither owns it, vendors get the easy renewal. SMBs are routinely overpaying on Microsoft 365, Salesforce, and AWS by 15-25%.

/02

Legacy telephony bleeding cash

POTS lines, PBX systems, and outdated UC contracts sit on the books because no one has time to migrate them. Fifteen POTS lines have run us $44K in annual savings on a single engagement.

/03

Overpaying on UC seats you don't use

RingCentral, 8x8, and Zoom Phone routinely lock SMBs into $40-$45/user plans where 95% of features go unused. Right-sized plans land closer to $5-$6/user.

/04

Cloud bills nobody owns

AWS and Azure spend started small, then crept. Without a FinOps function, it's all on-demand pricing on workloads that should be on reserved instances or rightsized off.

How UMS Helps

Built for small business estates

/01

Telecom-first quick wins

We start where the money moves fastest - usually legacy POTS, PBX, or oversized UC plans. First wins typically land in 4-6 weeks with no procurement disruption.

/02

Right-sized engagements

Same 25-year vendor playbook as our enterprise practice, scoped to SMB economics. Shared-savings model means zero upfront cost - we only get paid as savings hit your books.

/03

Microsoft 365 and SaaS optimization

License reclassification, unused-seat reclamation, and renewal benchmarking on M365, Salesforce, Dropbox, and the long tail of SaaS contracts that aged into your stack.

/04

Cloud cost reduction without a FinOps team

AWS and Azure rightsizing, reserved-instance strategy, and BYOL math handled by engineers - not a dashboard. Set-and-forget governance once savings are realized.

"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 small business

Relevant Services

Services we run for small business

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.