Global Financial Services Organization Reduces Risk and Optimizes Software License Position
Company Profile
A global financial services organization with more than 20,000 employees engaged Anglepoint, its long-standing IT Asset Management (ITAM) partner, to support an upcoming Micro Focus contract renewal. The renewal was made more complex by significant vendor restructuring, including Micro Focus’s recent acquisition by OpenText and the divestiture of the Rumba product to Rocket Software.
Anglepoint executed a full data normalization and entitlement reconciliation across ServiceNow. A comprehensive Enterprise License Position (ELP) and consumption review identified two key issues: excessive Enterprise Developer concurrent licenses and over-consumption of Rumba licenses driven by inactive installations and duplicate user assignments.
Through a detailed Risk and Opportunity Assessment Report (ROAR), Anglepoint recommended targeted remediation, including a 90-day usage review, structured license harvesting, and renewal right-sizing aligned to actual consumption. These efforts reduced consumption to fewer than 6,400 licenses—10 percent below the client entitlements—restoring full compliance ahead of the November 2025 renewal.
The engagement mitigated approximately $75,000 in compliance risk and delivered $179,000 in cost optimization through license re-harvesting and entitlement optimization. The organization also strengthened governance, improved visibility into licensing requirements, and established a sustainable framework for managing concurrent and user-based licensing models going forward.
The Challenge
This global financial services organization, employing more than 20,000 people and managing trillions of dollars in assets, has partnered with Anglepoint since 2018 for fully managed ITAM services across tier-one software publishers, representing more than half of its annual software spend.
Micro Focus was added to Anglepoint’s service scope ahead of a major contract renewal. The client sought support to reduce overall risk and optimize licensing across two core products: Micro Focus Rumba and Enterprise Developer.
The engagement was complicated by significant software vendor restructuring. In 2023, OpenText acquired Micro Focus. In 2024, OpenText divested a business unit, including Micro Focus (now OpenText) Rumba, to Rocket Software, with the deal closing in May 2024. As a result, Anglepoint analyzed licensing and consumption data across both Micro Focus/OpenText and Rocket Software when formulating its recommendations.
The Solution
Anglepoint began by leveraging ServiceNow to access all relevant procurement data. The recent acquisition and divestiture activity created challenges in normalizing the data, particularly due to inconsistencies in how products were classified within ServiceNow. For example, Micro Focus Rumba was now categorized under Rocket Software, while Enterprise Developer remained under OpenText. Given the complexity of the licensing models, Anglepoint worked closely with the client’s software asset management (SAM) team, as well as business and technical product owners, throughout the process.
Once the data was normalized and validated, Anglepoint conducted a full Effective License Position (ELP), and completed a comprehensive enterprise license and consumption assessment.
The analysis revealed that the client was not using its licenses efficiently. There was a significant over-purchase of concurrent Enterprise Developer licenses because multiple licenses were assigned to users in a separate environment. Anglepoint also discovered overconsumption of Rumba licenses, now owned by Rocket Software.
Anglepoint produced a ROAR outlining risk remediation strategies and cost-saving opportunities. The report detailed which products the client should renew based on actual consumption and quantified potential savings using current contract unit costs. To support successful execution ahead of the contract renewal deadline, Anglepoint created a detailed implementation timeline for the client to follow.
For the overconsumed Rumba licenses, Anglepoint recommended conducting an internal usage review and targeted license harvest. End users who had not used the software within a 90-day period were contacted to confirm whether licenses could be removed and reallocated. The client also maintained a reserve pool of licenses for future needs.
These actions positioned the organization for its Micro Focus/OpenText renewal scheduled for November 2025.
Results
Compliance maintained: The organization needed to remain below a threshold of 7,000 software licenses to ensure compliance ahead of the November 2025 renewal. Through risk remediation and optimization, the client is now below their contractual entitlement and has successfully created headroom for operational growth and further optimization.
Risk mitigated: The engagement mitigated approximately $75,000 in risk within a heavily regulated financial services environment.
Cost optimization: The client achieved $179,000 in cost savings by recovering all overconsumed licenses and successfully re-harvesting an additional 10 percent of entitled licenses. These savings reduced the publisher contract value by more than half and eliminated the need for ongoing managed service support.
Licensing transparency: Key stakeholders across the organization now have greater clarity regarding licensing requirements and the utilization of concurrent licensing models.
Through a carefully executed managed service strategy the client has achieved full compliance with a tier one publisher, optimized its licensing, driven cost efficiencies and mitigated risk.