Transform your technology INTRODUCING THE CONTRACT OPTIMIZATION ASSESSMENT Transform your technology Get the most out of your software investments with a complete view of your current Microsoft deployments, and recommendations on the right contract licensing to support your business strategy. Contract optimization Assessment Ideal for customers concerned about… Want more information? Breakdown of legacy systems You can find all the Contract Optimization Assessment materials on our Solution Assessment page. How to best use current technology What licensing options to choose

CONTRACT OPTIMIZATION ASSESSMENT DISCUSSION GUIDE Icebreakers Customer Conversation 1 Position: [Set the intention] I’m calling today to discuss your current contracts. Do you mind if I ask you a few questions? [Utilize the questions provided or supplement your own based on your knowledge of the customer’s business.] Building Awareness: [Introduce Solution Assessments] I bring these questions up because I want to make sure you are aware of a complimentary service Microsoft is offering its customers called Solution Assessments, which are designed to help you get the most out of your Microsoft investments. These assessments can be targeted to specific areas, like contract optimization, and can help you ensure you’re getting the most out of your investments with the right contract licensing to support your business strategy. CONTRACT OPTIMIZATION ASSESSMENT DISCUSSION GUIDE How do you currently track the investments within your IT environment? 2 Do you think that you would be able to improve your overall security and productivity position if you had a comprehensive view of your environment? Do you have a formal IT plan or roadmap? 3 Background: [Increase the customer’s existing knowledge of Solution Assessments] Our Solution Assessments are an industry standard process that helps you focus on business priorities by improving your control of IT assets. Solution Assessments help you get a better understanding of your current assets, so you are better prepared to make strategic decisions. For example, these Solution Assessments can help identify areas where you can centralize management, such as the deployment of software or server workloads. Permission: [Get customer agreement] If this sounds interesting to you, can I have my colleague reach out to you for more information? How does your company manage its IT environment? By department? As a whole? 4 How do you determine which team manages which asset/tool?