Demystify Oracle Licensing and Optimize Spend

Overspending with Oracle is easier than you think, thanks to the open access framework coupled with complexity of licensing.

Onsite Workshop

A reactive approach to managing your Oracle contract leads to:

  • Risk of a software audit from a vendor, leading to unanticipated shortfall spend to get back into compliance.
  • Overspending on Oracle licensing due to the complex license model, obscure contract T&Cs, and ease of falling into noncompliance with Oracle licensing rules and policies.
  • A forced Oracle License and Service Agreement (OLSA) that slightly modifies language and removes pre-existing allowances to tilt the contract terms in Oracle’s favor.

A proactive approach to managing your Oracle contract leads to:

  • Understanding licensing methods and making educated and informed decisions.
  • Identifying licensing redundancies to realize synergies from installed software and parallel systems.
  • Mitigating license agreement pitfalls such as complex language pertaining to M&A, support policies, and license usage restriction.
  • Executing and renewing contracts with ease while identifying the products that need to be purchased so scope and spend creep are proactively managed.
  • Mitigating license compliance risk via regular environment monitoring.
  • Aligning IT infrastructure roadmap to Oracle licensing strategy.

Module 1: Establish Licensing Requirements

The Purpose

  • Assess current state and align goals; review business feedback
  • Interview key stakeholders to define business objectives and drivers

Key Benefits Achieved

  • Have a baseline for requirements
  • Assess the current state
  • Determine licensing position
  • Examine cloud options

Activities: Outputs:
1.1 Gather software licensing data
  • Copy of your Oracle License Statement
1.2 Conduct a software inventory
  • Software inventory report from software asset management (SAM) tool
1.3 Perform manual checks
1.4 Reconcile licenses
  • Oracle Database Inventory Tool
1.5 Create your Oracle licensing team
  • RASCI Chart
1.6 Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation
  • Oracle Licensing Effective License Position (ELP) Template
  • Oracle Licensing Purchase Reference Guide

Module 2: Evaluate Licensing Options

The Purpose

  • Review licensing options
  • Review licensing rules

Key Benefits Achieved

  • Understand how licensing works
  • Determine if you need software assurance
  • Discuss licensing rules, application to current environment.
  • Examine cloud licensing
  • Understand the importance of documenting changes
  • Meet with desktop product owners to determine product strategies

Activities: Outputs:
2.1 Review full, limited, restricted, and AST use licenses
2.2 Calculate license costs
  • Oracle TCO Calculator
2.3 Determine which database platform to use
2.4 Evaluate moving to the cloud
2.5 Examine disaster recovery strategies
2.6 Understand purchasing support
2.7 Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation
  • Oracle Licensing Purchase Reference Guide

Module 3: Evaluate Agreement Options

The Purpose

  • Review contract option types
  • Review vendors

Key Benefits Achieved

  • Understand why a type of contract is best for you
  • Determine if ULA or term agreement is best
  • The benefits of other types and when you should change

Activities: Outputs:
3.1 Prepare to sign or renew your ULA
3.2 Decide on an agreement type that nets the maximum benefit
  • Type of contract to be used
  • Oracle TCO Calculator
  • Oracle Licensing Purchase Reference Guide

Module 4: Purchase and Manage Licenses

The Purpose

  • Finalize the contract
  • Prepare negotiation points
  • Discuss license management
  • Evaluate and develop a roadmap for future licensing

Key Benefits Achieved

  • Negotiation strategies
  • Licensing management
  • Introduction of SAM
  • Leverage the work done on Oracle licensing to get started on SAM

Activities: Outputs:
4.1 Control the flow of communication terms and conditions
  • Controlled Vendor Communications Letter
  • Vendor Communication Management Plan
4.2 Use Info-Tech’s readiness assessment in preparation for the audit
  • Oracle Terms & Conditions Evaluation Tool
4.3 Assign the right people to manage the environment
  • RASCI Chart
4.4 Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation
  • Oracle Licensing Purchase Reference Guide

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