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Optimizing Microsoft Licensing Costs

Our work for Gallagher, Flynn & Co.

OUTCOME
  • $21,061 savings in licensing costs
  • Enhanced operational efficiency
SERVICE
INDUSTRY
  • Accounting / Professional Services

About Gallagher, Flynn & Co.

Gallagher, Flynn & Company, LLP (GFC) is a leading CPA and professional services firm renowned for its comprehensive offerings in tax, accounting, HR, finance, and transaction advisory services. Recognized as one of New England's top accounting firms, GFC is dedicated to helping clients achieve sustainable, strategic growth through performance-based and relationship-driven services.

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The Challenge:

In 2023, GFC faced an annual massive Microsoft licensing expense. The challenge was to reduce this financial burden while ensuring that all employees across their diverse service areas had the necessary digital tools. This required a strategic approach tailored to their specific operational needs.

The Solution:

Aerie crafted a two-stage strategy to address GFC's licensing challenges:

 Stage One: In-Depth Analysis 

  •  Aerie conducted a comprehensive audit of GFC’s existing license usage to identify inefficiencies and potential cost-saving opportunities. This phase focused on aligning licenses with the specific roles and responsibilities within GFC’s multifaceted service offerings. 

 Stage Two: Strategic Optimization 

  •  Utilizing their strong partnership with Microsoft, Aerie negotiated substantial discounts of 5 to 10% off retail prices. They introduced optimized licensing plans that were both cost-effective and flexible, tailored to meet GFC’s evolving needs. 

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"Partnering with Aerie was a game-changer for us. The savings and efficiency improvements have had a meaningful impact, enabling smarter resource allocation."

Jamie Brandon
Jamie BrandonChief Operating Officer

Key Features

  • Customized Solutions: Licenses were precisely tailored to fit the unique needs of GFC’s diverse service lines.
  • Flexibility: Licensing plans were adaptable, accommodating the dynamic nature of GFC’s business demands.
  • Streamlined Management: A user-friendly licensing portal facilitated easy management and tracking of licenses.
  • Ongoing Support: Regular reviews and updates on new Microsoft products ensured continued optimization and operational excellence.

The Impact:

Aerie’s strategic interventions resulted in a $21,061 reduction in GFC’s annual licensing costs. This significant saving enabled GFC to redirect funds into other essential areas of their business, thereby enhancing their overall operational efficiency. This case highlights Aerie’s capability in delivering substantial financial and operational improvements through meticulous license management, supporting GFC’s commitment to sustainable growth and excellence in service delivery.

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