Features
Everything you need to optimize M365 licensing
From data intake to executive narrative — one platform for independent licensing advisory, not license resale.
Upload audits
Import CSV and Excel from M365 admin center, Azure, and SAM tools. Field mapping and validation — vendor-neutral, no reseller lock-in.
Upload audits
Import CSV and Excel from M365 admin center, Azure, and SAM tools. Field mapping and validation — vendor-neutral, no reseller lock-in.
SKU analysis
Normalize Microsoft SKUs across M365, O365, Teams, Entra, Azure, EA, and CSP. Surface overlap, tier sprawl, and unused premium licenses.
SKU analysis
Normalize Microsoft SKUs across M365, O365, Teams, Entra, Azure, EA, and CSP. Surface overlap, tier sprawl, and unused premium licenses.
Savings engine
Ranked opportunities with dollar impact and confidence scores. Typical engagements uncover 10–40% recoverable spend.
Savings engine
Ranked opportunities with dollar impact and confidence scores. Typical engagements uncover 10–40% recoverable spend.
Compliance RAG
Traffic-light health signals for overspend, inactive users, and compliance risk — actionable, not alarmist.
Compliance RAG
Traffic-light health signals for overspend, inactive users, and compliance risk — actionable, not alarmist.
Report export
Executive summaries and full optimization reports as PDF. Client-ready narrative from independent advisors.
Report export
Executive summaries and full optimization reports as PDF. Client-ready narrative from independent advisors.
Client portal
Read-only stakeholder access to review findings, approve recommendations, and track implementation progress.
Client portal
Read-only stakeholder access to review findings, approve recommendations, and track implementation progress.
Deep-dive modules
Each module includes the full workflow — not add-on upsells. Built for independent advisors running Microsoft licensing engagements.
Audit intake & normalization
Upload · mapping · validation
What's included
- CSV and Excel from M365 admin center, Azure, Entra ID
- Automatic SKU normalization across EA, CSP, and direct
- Field mapping wizard for non-standard exports
- Vendor-neutral — no CSP or reseller integration required
Rules & savings engine
50+ patterns · confidence scores
What's included
- Inactive user reclamation and E5 vs E3 right-sizing
- Teams add-ons, Azure hybrid benefits, EA true-up alignment
- Dollar impact ranked by confidence and implementation effort
- Typical 10–40% recoverable spend identification
Compliance & reporting
RAG signals · executive PDF
What's included
- Traffic-light health for overspend and compliance risk
- Board-ready executive summaries with savings narrative
- Client portal for stakeholder review and approval
- Independent advisory language — not license resale quotes
Drop license export
CSV · XLSX · admin center
From raw exports to normalized inventory
Drop in tenant exports and contract spreadsheets. Vortex maps fields, deduplicates SKUs, and builds a single source of truth — so your team spends time advising, not cleaning data.
Rules engine built for Microsoft licensing
50+ optimization patterns cover inactive users, E5 vs E3 right-sizing, Teams add-ons, Azure hybrid benefits, and EA true-ups. Every finding includes savings estimate and confidence.
Executive summary
Contoso Ltd — Q2 optimization
23 findings · $84,200 annual savings · 18% spend reduction · independent advisory report
Executive narrative clients trust
Generate board-ready reports that explain the why behind each recommendation. Vendor-neutral language — we advise on spend, we don't resell licenses.
Spreadsheet vs Vortex
Why independent advisors move beyond Excel for Microsoft licensing optimization.
| Capability | Spreadsheet audit | Vortex Optimizer |
|---|---|---|
| SKU normalization | — | ✓ |
| 50+ optimization rules | — | ✓ |
| Confidence-scored findings | — | ✓ |
| Traffic-light RAG health | — | ✓ |
| Executive PDF export | Manual | One click |
| Client portal access | — | ✓ |
| Renewal tracking | Ad hoc | Built-in |
Use cases by industry
Microsoft licensing complexity varies by sector. Vortex adapts rules and reporting for common vertical patterns.
Healthcare
HIPAA-sensitive tenants with strict compliance requirements. Right-size E5 security SKUs, reclaim inactive clinical licenses, and align EA true-ups before renewal.
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Industry
Healthcare
HIPAA-sensitive tenants with strict compliance requirements. Right-size E5 security SKUs, reclaim inactive clinical licenses, and align EA true-ups before renewal.
Financial services
Regulated environments with premium tier sprawl. Audit Teams Phone, Power Platform, and Azure spend alongside M365 — vendor-neutral advisory for procurement.
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Industry
Financial services
Regulated environments with premium tier sprawl. Audit Teams Phone, Power Platform, and Azure spend alongside M365 — vendor-neutral advisory for procurement.
Manufacturing
Distributed workforces with mixed E3/E5 and frontline worker licenses. Identify overlap between F3, E3, and Teams Essentials across plants and offices.
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Industry
Manufacturing
Distributed workforces with mixed E3/E5 and frontline worker licenses. Identify overlap between F3, E3, and Teams Essentials across plants and offices.
Professional services
Project-based billing and variable headcount. Reclaim licenses from departed consultants and right-size premium add-ons between engagement cycles.
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Industry
Professional services
Project-based billing and variable headcount. Reclaim licenses from departed consultants and right-size premium add-ons between engagement cycles.
Ready to recover licensing spend?
See transparent USD pricing for SaaS plans and one-time audit engagements.
Try it on sample data first
One-click into the Contoso Ltd workspace — seeded audits, findings, and savings. No signup required.