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The Indirect Access Defence Playbook.

A thirty-eight-page executive playbook for indirect-access claims. The governance, the escalation matrix, the settlement architecture. Drawn from five hundred engagements and one hundred and eighty million in client savings.

Research Paper 38 pages Published May 2026 Format: PDF Access: Gated
What You'll Learn

Six executive outcomes from active matters.

  1. How to convene an internal response team within seventy-two hours of an indirect-use letter. The seven roles required, the escalation calendar, and the document-hold protocol that protects privilege from day one.
  2. Why opening claims average 3.4x the customer's internal estimate. The four mechanisms by which the gap is generated, and the data-room construction that closes the gap before negotiation begins.
  3. The seven-stage settlement architecture used across $180M+ in closed engagements. Stage gates, decision rights, and the financial guardrails that prevent in-flight concessions outside the architecture.
  4. How to brief a CFO and an audit committee on indirect-use exposure. The exposure model, the reserve recommendation, the litigation-versus-settle decision framework, and the disclosure analysis.
  5. The vendor-management protocol for the SAP audit team. Communication discipline, scope-of-engagement letters, evidence requests, and the technical-review cadence.
  6. The post-settlement clauses that protect the next five years. Scope-of-use redefinition, named-integration exemption schedules, re-measurement caps, and modified audit rights.
Table of Contents

Seven chapters. Thirty-eight pages.

Chapter IThe indirect-access claim, from the executive seatpg. 4
Chapter IIConstituting the response team and the seventy-two-hour calendarpg. 9
Chapter IIIThe exposure model and the reserve recommendationpg. 15
Chapter IVThe seven-stage settlement architecturepg. 20
Chapter VThe vendor-management protocolpg. 26
Chapter VISettlement clauses that durably reset the indirect-use riskpg. 31
Chapter VIIFive settled matters — an executive casebookpg. 35
Who It's For

Four audiences. One reference.

Chief Financial Officers

CFOs responsible for the reserve decision and the audit-committee disclosure. The exposure-model and reserve chapters are the financial core of the document.

Chief Information Officers

CIOs and senior IT leadership accountable for the SAP estate and the integration architecture exposed in the claim.

SVP Procurement

Category leadership negotiating across the SAP relationship. The settlement-architecture and vendor-protocol chapters are the operational core.

Heads of SAM

Software asset management leaders responsible for the indirect-use governance and the post-settlement compliance program.

The opening number was twelve million. We built the data room before we took the first call. The final settlement was three point two, with named-integration carve-outs that closed the file for three more years.

SVP Procurement, Industrial Equipment ManufacturerSettled Q1 2026 · $8.8M reduction
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