Software audits can be disruptive and expensive.  Suppliers use audits to drive revenue, gain visibility into product use, and to push organizations toward adopting new product offerings or cloud solutions as a way to address compliance issues.

Software audits, which are sometimes promoted under more agreeable names such as true-up assistance programs and software asset management reviews, require payment for gaps identified between license entitlement and deployment.  Audits are typically conducted by third-parties ranging from large accounting firms to software resellers who are evaluated based on license revenue collected and speed, leading to behavior that can be less than objective, and less than desirable for our clients.

Audit Defense Services

Clients exhibit a wide set of behaviors with regard to audits which can greatly affect their outcomes.  Few clients use best practices to manage software licenses and the audit process.  ClearEdge’s Audit Program partners with clients to execute on the following best practices:


Response Plan    Kickoff
      • Recognize the Request
      • Review Contracts & Obligations
      • Establish Single Point of Contact
      • Identify Stakeholders & Roles
      • Determine Strategy
      • Establish an NDA
      • Establish Audit Process
      • Request Entitlements Up Front
      • Don't Agree to Aggressive Timelines
      • Internal Prep Prior to Auditor Meetings
 Data Flow & Communications    Findings
      • Set the Right Tone
      • Understand the Tools & Data
      • Ask the Right Questions
      • Avoid One-to-One Auditor Meetings
      • Request all Auditor Calculations
      • Validate Entitlements
      • Understand & Challenge Assumptions
      • Validate & Scrutinize Analysis



Tres Larsen, Managing Director, Enterprise Software Services
Tres Larsen has led hundreds of Software Asset Management (SAM) reviews and audits for Microsoft and other enterprise software vendors and helped dozens of enterprises design and implement effective SAM programs and navigate software audits. Tres established and led KPMG’s Microsoft software compliance program in the U.S., where he designed and developed the audit methodology and audit data collection tools.  A frequent speaker at software industry events, he is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Fraud Examiner (CFE) and Microsoft Certified Professional (MCP). Tres has a Masters in Information Systems Management and Bachelors degree in Accounting from the Marriott School of Management at Brigham Young University.