Case Study: a major U.S. insurance provider optimizes Microsoft renewal strategy with SHI International Corp.'s Microsoft spend optimization services

a major U.S. insurance provider avoids Microsoft EA renewal pressure with SHI over 10 months

A major U.S. insurance provider faced a high-stakes 2025 Microsoft Enterprise Agreement renewal. With a complex IT environment and future plans for expansion, they needed to align their licensing strategy with actual usage to avoid significant cost increases. They engaged SHI International Corp. and its Microsoft Software Optimization Services (MSOS) team to navigate this challenge and gain a strategic advantage before their negotiation deadline.

SHI implemented a comprehensive solution, beginning with in-depth workshops and a proprietary Cloud Matrix analysis to build a holistic three-year roadmap. When a complication arose with Microsoft's new "direct-direct" model, SHI provided licensing advantage and staff augmentation services to fill critical support gaps. The solution helped the customer secure significant Microsoft funding, build internal consensus, and ultimately achieve a smarter long-term investment. Beyond financial wins, SHI provided the insurance provider with a clearer technology picture, a unified roadmap, and an ongoing strategic partnership.