VortexOptimizer

Demo walkthrough · no signup required

See what advisors gain — value, not a feature dump

Sample dashboard and five outcomes for Microsoft licensing optimization. Explore below, then run the guided walkthrough or start a real trial.

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Live sample

Your licensing command center

Mock data — savings, compliance RAG, and client-ready reports in one view. No login required.

Contoso Ltd

Dashboard

sample

Clients

12

active orgs

Audits

8

in progress

Savings

$84,200

identified YTD

Compliance

72%

health score

Renewals

3

due in 90 days

Reports

24

exported this quarter

Top findings

  • Inactive E5 users$18,400
  • Duplicate Teams Phone$6,200
  • Azure RI opportunity$12,100
72%

Compliance health score

Five things that change when audits live here

Walk these with your client or ops lead — each step is an outcome, not a menu tour. Hover or tap a card for the benefit.

Step 01

See the licensing pulse first

Advisors open one screen and know savings identified, compliance score, open findings, and renewal timeline — before chasing three spreadsheets.

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Outcome

See the licensing pulse first

Advisors open one screen and know savings identified, compliance score, open findings, and renewal timeline — before chasing three spreadsheets.

Step 02

Run audits without data fog

Tenant exports normalize into a single inventory. SKU overlap and tier sprawl stay clear through the cycle — not a merged Excel workbook.

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Outcome

Run audits without data fog

Tenant exports normalize into a single inventory. SKU overlap and tier sprawl stay clear through the cycle — not a merged Excel workbook.

Step 03

Prioritize with traffic-light RAG

Findings ranked by dollar impact and confidence. Finance teams see red/amber/green signals they can act on before renewal.

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Outcome

Prioritize with traffic-light RAG

Findings ranked by dollar impact and confidence. Finance teams see red/amber/green signals they can act on before renewal.

Step 04

Recover spend with visible savings queue

Ranked opportunities live in the console. Right-sizing and reclamation work stops hiding in private inboxes and ad hoc reports.

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Outcome

Recover spend with visible savings queue

Ranked opportunities live in the console. Right-sizing and reclamation work stops hiding in private inboxes and ad hoc reports.

Step 05

Close the engagement with board-ready numbers

Executive PDF pulls from the same ledger as the dashboard — so Monday's narrative matches Friday's client presentation.

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Outcome

Close the engagement with board-ready numbers

Executive PDF pulls from the same ledger as the dashboard — so Monday's narrative matches Friday's client presentation.

Next

Ready for live numbers?

Run the guided walkthrough with Contoso Ltd sample data, then stand up a tenant when you're ready.

Start guided walkthrough →

Upload client data

800 licenses · contoso.onmicrosoft.com

Vendor-neutral intake — no CSP or reseller integration required.

Demo client

Contoso Ltd

Seeded fictional data — no real PII

Ready for a live walkthrough?

We cover intake, RAG findings, and savings reports with your client shape in mind — then you can stand up a tenant when you're ready.

Get startedUse the buyer pitch

Selling to a committee? Use the buyer pitch · Independent advisory — not license resale.