Planning

Assess & strategize SAM requirements

Setup

System configuration & team ramp-up

Integration

Connect Flexera to & your ecosystem

Optimization

Continuous value & optimization

Reduce unnecessary spend

Turn inactive licenses into immediate cost savings and budget recovery.

Eliminate blind spots

Gain real visibility across SaaS, on-prem, and hybrid deployments.

Stay ahead of audit risk

Maintain clean, defensible license positions for all major vendors.

Flexera as strategic advantage

Use Flexera as a strategic tool—not just a dashboard.

Phase 1: Foundation Building

• Flexera provisioning and environment setup
• Creating users and assigning appropriate roles
• Configuring system access and security protocols

• Configure Flexera signatures and enable Content Service synchronization
• Install and configure the necessary beacon servers to facilitate secure data flow
• Deploy and manage Flexera agents for asset discovery

• Integration with major software vendors (Oracle, IBM, Microsoft, VMware, SAP)
• Data synchronization with platforms like SCCM, Active Directory, Intune, JAMF, ILMT, and procurement systems

• Perform integration testing and data validation
• Verify asset discovery and license tracking accuracy
• Ensure continuous monitoring through automated checks 

• ✔Verify on-premises and cloud discovery solutions
• ✔Perform CMDB health check and optimization
• ✔Ensure server statuses and environments are accurate and updated
• ✔Collaborate with stakeholders to ensure all credentials and permissions are configured properly

• ✔Import entitlements for selected vendors
• ✔Regularly add new entitlements for managed vendors
• ✔Resolve unmatched entitlements for managed vendors
• ✔Allocate licenses to users or devices
• ✔Add publisher SKU numbers to transactions with missing SKU information
• ✔Extract entitlements from contracts and invoices

• ✔Resolve unmatched software for managed vendors
• ✔Create customer software product models and normalization rules for selected vendors
• ✔Create/resolve correct user/device classification
• ✔Create upgrade/downgrade rights for software deployments
• ✔Resolve unmatched and partially managed software normalization for selected vendors

• ✔Run software reconciliation and identify unlicensed software installations and subscriptions
• ✔Generate initial license positions for review by stakeholders

• ✔Check Agent Health: Every day, make sure all Flexera agents are working and reporting correctly
• ✔Check feeds/integration Data Completeness: Every day, make sure all our software data coming from the various integrations and feeds is complete and accurate

• ✔Upload new entitlements for managed products
• ✔Manually fix entitlement errors for managed products by enriching it with correct quantity, SKU, etc.

• ✔Make sure new software installations are properly identified, normalized, and categorized every day
• ✔Make sure the server statuses and environments are updated
• ✔Apply correct downgrade/upgrade rights

• ✔Keep Software Information Up to Date
• ✔Regularly update the Flexera software library with the latest product and license details
• ✔Suggest Process Improvements from a SAM Perspective
• ✔Platform upgrade support and testing
• ✔Monitor the performance of Flexera and address any performance issues

LDS didn't just implement Flexera — they operationalized it. Their team built a governance framework, trained our internal teams, and laid the foundation for long-term license optimization. The result was over $18 million in projected cost savings and a sustainable SAM program that now sets the standard across our region.

Raymond Caldwell

Chief Executive Officer, Regional Telecommunications Group – Latin America

LDS helped us get a clearer picture of our software portfolio. Their team didn't just focus on technical fixes—they provided insights that directly impacted our bottom line. The approach was methodical, addressing both immediate compliance issues and longer-term strategic needs. The return on investment was clear within the first quarter.

Eleanor Brooks

Chief Financial Officer, Healthcare Services Network – Pennsylvania

Our experience with LDS during the Flexera implementation was straightforward and efficient. They didn't overcomplicate things. They helped us clean up our data, align it with actual software usage, and improve our compliance monitoring. As a result, our reporting is now more accurate and reliable.

Thomas Granger

Chief Information Officer, Global Manufacturing Group – Michigan

Our collaboration with LDS on Flexera optimization was highly productive. They not only improved our audit compliance by 25%, but they also identified and consolidated software licenses that saved us around $200,000 annually. Their team played a pivotal role in ensuring that we avoided potential penalties from misreporting software usage and helped us develop a roadmap for cost-effective license renewals going forward.

Vivian Tate

Vice President of IT Asset Management, National Insurance Company – Georgia

Our licensing model had grown complex — multiple vendors, various metrics, and no unified view. LDS brought structure through Flexera and surfaced actionable data. In the first two quarters, we prevented just over $700,000 in overspend by eliminating duplicate entitlements and aligning actual usage to contracts. What I appreciated most was how closely they aligned to our internal processes — no generic playbook, just tailored execution.

Darius Monroe

Chief Financial Officer, Investment & Financial Services Firm – Illinois

LDS didn't just install a tool — they helped us reengineer how we manage software licenses across departments. Within four months, we had clean entitlement data, actionable usage reports, and centralized license governance. Their involvement helped us retire nearly $300K in unused software over two renewal cycles.

Caroline Shea

Senior Vice President, Digital Operations, Consumer Goods Enterprise – U.S.

Financial Services Firm