Block 64 advisory services

SAM experts who put your business first

Block 64 is the only independent SAM managed services provider that gives you access to our leading intelligence platform. Want to get control of renewals, licensing or spend? We'll give you the tools and vendor-agnostic advice to get it done, on your terms.

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Why Block 64 Advisory

We're not like other SAM managed service providers

We built the platform ourselves

14+ years developing ITAM tools across on-prem, cloud, SaaS, and AI — the same platform powering every engagement.

Subscription included

Every engagement comes with a live Block 64 subscription — full visibility, long after the project ends.

A global bench of specialists

Oracle, IBM, SAP, Microsoft — across geos and languages. Whatever's in your environment, we've seen it.

Vendor-agnostic by design

We don't resell licenses. We don't take vendor spiffs. Our incentives align with yours, not a publisher's.

Field-tested, not theory

22,000+ deployments and decades of pre–Block 64 ITAM expertise. We know where the waste hides.

Advisory Services

Expert-led engagements, scoped to your environment.

Custom engagements that solve your most common ITAM challenges. Each one starts with a scoping conversation and ends with clear, prioritized findings your team can act on.

Develop an effective licensing position for one or more software publishers.

What's delivered
  • Review of existing contracts
  • Review of current software deployment
  • Effective licensing position with recommendations to optimize your current footprint

Understand your SaaS footprint and opportunities to reduce costs.

What's delivered
  • Review of current SaaS deployments
  • Review of current users and their account statuses
  • Categorization of SaaS products by commercial status and function
  • Recommendations to reduce SaaS footprint — based on user allocation and functional overlap

Simplify your stack by eliminating overlapping tools.

What's delivered
  • Identification of software and SaaS products across your environment
  • Categorization of software by commercial status and functional category
  • Executive-level review of software position with consolidation recommendations

See your vulnerabilities before someone else does.

What's delivered
  • Deployment of Block 64 discovery to gather end-to-end IT asset data — software, hardware, cloud, and SaaS
  • Review of installed software to identify end-of-life installs and known vulnerabilities
  • Review of SaaS and identity providers (Entra ID, Active Directory) for misconfigurations and security gaps
  • Executive review of security posture with recommendations to address outstanding issues

Right-size your cloud and on-prem infrastructure.

What's delivered
  • Review of existing datacenter environments via Block 64 discovery or existing administrative reports
  • Full list of physical and virtual machines with resource allocation, OS, and hypervisor
  • Executive-level report with right-sizing and licensing recommendations for your current deployment

Turn your contracts into leverage at renewal time.

What's delivered
  • Gather list of existing software contracts
  • Review contracts and identify costs, purchase dates, renewal dates, and entitlements (often via the Block 64 contract module)
  • Renewal calendar built from your software purchase history
  • Executive review and recommended next steps based on upcoming renewal dates
Coming Soon

Govern AI sprawl before it becomes a security problem.

Details coming soon. Get in touch if you'd like to be notified when this service launches.

Software License Review

Develop an effective licensing position for one or more software publishers.

What's delivered
  • Review of existing contracts
  • Review of current software deployment
  • Effective licensing position with recommendations to optimize your current footprint

SaaS Rationalization

Understand your SaaS footprint and opportunities to reduce costs.

What's delivered
  • Review of current SaaS deployments
  • Review of current users and their account statuses
  • Categorization of SaaS products by commercial status and function
  • Recommendations to reduce SaaS footprint — based on user allocation and functional overlap

Application Consolidation

Simplify your stack by eliminating overlapping tools.

What's delivered
  • Identification of software and SaaS products across your environment
  • Categorization of software by commercial status and functional category
  • Executive-level review of software position with consolidation recommendations

Security Review

See your vulnerabilities before someone else does.

What's delivered
  • Deployment of Block 64 discovery to gather end-to-end IT asset data — software, hardware, cloud, and SaaS
  • Review of installed software to identify end-of-life installs and known vulnerabilities
  • Review of SaaS and identity providers (Entra ID, Active Directory) for misconfigurations and security gaps
  • Executive review of security posture with recommendations to address outstanding issues

Datacenter Review

Right-size your cloud and on-prem infrastructure.

What's delivered
  • Review of existing datacenter environments via Block 64 discovery or existing administrative reports
  • Full list of physical and virtual machines with resource allocation, OS, and hypervisor
  • Executive-level report with right-sizing and licensing recommendations for your current deployment

Contract & Entitlement Management

Turn your contracts into leverage at renewal time.

What's delivered
  • Gather list of existing software contracts
  • Review contracts and identify costs, purchase dates, renewal dates, and entitlements (often via the Block 64 contract module)
  • Renewal calendar built from your software purchase history
  • Executive review and recommended next steps based on upcoming renewal dates
Coming Soon

AI & Agentic Management

Govern AI sprawl before it becomes a security problem.

Details coming soon. Get in touch if you'd like to be notified when this service launches.

Not seeing what you need? Tell us what you're dealing with — we'll figure out the right fit together.

Get in touch
How It Works

Here's what an engagement looks like.

1

Scope the project

We start with a conversation — what's the challenge, what data exists, what does a useful outcome look like for your team.

2

Review existing data

Before we deploy anything, we look at what you already have — purchase history, contracts, existing inventory — to understand where the gaps are.

3

Deploy Block 64 discovery

We bring our platform into your estate to capture what manual processes and existing tools have missed.

4

Conduct analysis

Our analysts dig into the data — licenses, SaaS, cloud, entitlements, vulnerabilities — and build a clear, prioritized picture of your environment.

5

Deliver insights

You get findings with specific recommendations, not a deck full of observations. And your Block 64 subscription stays active — so the visibility continues.

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How can we help?

Tell us what you're working on and we'll come back with plan of action.

Curious about the Block 64 platform?

Every advisory engagement is powered by the same ITAM platform trusted in 22,000+ environments.

Unified Visibility

See everything across your hybrid IT environment.

Block 64 discovers and normalizes assets across on-prem, cloud, and SaaS — giving your team one place to see what's installed, who owns it, and whether it's compliant.

  • Agentless and agent-based discovery
  • Automatic normalization across vendors
  • Desktop, server, cloud, and SaaS in one view
Block 64 unified visibility dashboard
Block 64 cost optimization
Cost Optimization

Find the waste hiding in your licenses.

Block 64 compares what you own against what's deployed and what's being used — surfacing unused licenses, duplicate tools, and savings opportunities across every publisher.

  • License position analysis across publishers
  • SaaS usage and adoption tracking
  • Savings identified with clear ROI reporting
Proactive Security

Know your vulnerabilities before they become incidents.

Block 64 flags end-of-life software, published CVEs, and misconfigurations across your environment — so your team can prioritize remediation before it's urgent.

  • End-of-life and end-of-support tracking
  • Published vulnerability matching
  • Identity and SaaS misconfiguration detection
Block 64 security dashboard
Block 64 compliance view
Continuous Compliance

Stay audit-ready without the scramble.

Block 64 maintains a live view of your license position — so when an audit notice lands, you already know where you stand.

  • Entitlement vs. deployment tracking
  • Contract and renewal management
  • Audit-ready reports on demand

Ready to put the platform — and our experts — to work in your environment?

Request a Quote