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The Licence Optimisation Playbook.

A forty-eight page operational playbook for rationalising the SAP licence estate before the next audit. Role mining, named-user reclassification, engine reconciliation, harvesting, and pool sharing — the eight workstreams that recover the largest dormant spend.

Research Paper 48 pages Published May 2026 Format: PDF Access: Gated
What You'll Learn

Six learning outcomes from completed optimisations.

  1. How role mining drives Professional-to-Limited reclassification. The transaction-level analysis that reduces Professional User counts by twenty to thirty per cent on average, with a defensible audit trail.
  2. The eight named-user buckets and the rules that decide each one. Professional, Limited Professional, Employee, Developer, Test, Project, Workflow, and Indirect — and the classification mistakes that produce the largest exposure.
  3. Bundle conversion and downgrade mechanics. Conversion ratios, ratchet protection, the conversion window, and the contract clauses that determine whether the buyer has the right to downgrade at all.
  4. License harvesting from dormant accounts. The 180-day, 365-day, and 730-day dormancy windows, the SAP-acceptable evidence of dormancy, and the reclamation logic for each named-user category.
  5. Engine consumption review and metric reconciliation. The data extraction approach for the most common engine metrics, the reconciliation against contract entitlement, and the negotiation room hidden inside the variance.
  6. License pool sharing across subsidiaries and affiliates. The contractual basis, the LAW consolidation mechanics, the multi-system counting traps, and the eight clauses that govern pool flexibility.
Table of Contents

Seven chapters. Forty-eight pages.

Chapter IThe optimisation framework, in one diagrampg. 5
Chapter IIRole mining and named-user reclassificationpg. 12
Chapter IIIHarvesting dormant accounts and developer cleanuppg. 19
Chapter IVEngine consumption review across the estatepg. 25
Chapter VLicense pool sharing across subsidiariespg. 31
Chapter VIBundle conversion and downgrade mechanicspg. 37
Chapter VIIA casebook: six licence optimisation engagementspg. 43
Who It's For

Four audiences. One reference.

Chief Financial Officers

CFOs and finance directors targeting recurring SAP spend reduction. The optimisation framework and casebook chapters are the board-level summary.

Chief Information Officers

CIOs governing the SAP estate. The role-mining and engine-reconciliation chapters are the technical core for the optimisation programme.

SVPs of Procurement

Procurement leadership running the renewal conversation. The harvesting and pool-sharing chapters supply the negotiation positions for the next true-up.

Heads of SAM

Software asset management leads running the operational workstreams. Every chapter is operational guidance for the optimisation team.

The role-mining exercise found that thirty-eight per cent of our Professional Users had not executed a Professional-only transaction in the prior twelve months. Reclassification took the recurring spend down by four point six million annually.

Head of SAMGlobal Industrial Manufacturer · Completed Q2 2025
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