Block 64 advisory services

More than a platform — Block 64 advisors will do the work with you.

Block 64 Advisory pairs our ITAM platform with the senior advisors who built it. Whether you're facing an audit, trying to cut costs, or simply don't have the bandwidth — we'll scope the work, run the analysis, and hand back a clear plan your team can act on. Subscription to platform included in all engagements.

Block64 dashboard showing software licenses, devices at risk, and integrations
Why Block 64 Advisory

What makes Block 64 different

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.

Request a Quote

Tell us what you're dealing with.

Describe your challenge and we'll come back with the right engagement and a clear scope — no sales pressure, just a straight conversation.

FAQ

Frequently Asked Questions

No. Platform deployment is part of every engagement — we set it up as part of the project. You'll have an active Block 64 subscription when we're done, so the visibility your engagement created doesn't disappear.

Almost certainly — and that's the point. Licensing complexity has exploded. Vendors change terms constantly, cloud costs drift, SaaS sprawl compounds. Finding gaps isn't an indictment of your team. It's what happens when the pace of modern IT outstrips the tools built to manage it. We find them so you can fix them.

Yes — fully funded by Microsoft. Qualifying organizations can access a Block 64-delivered evaluation at no cost, covering AI readiness, cloud infrastructure, or security. Visit block64.com/microsoft-evaluation to learn more and see if you qualify.

Block 64 is SOC 2 Type II certified and GDPR-compliant. The platform uses read-only access and requires MFA. Your team enters credentials directly — we never hold them. Block 64 only collects metadata. It never reads, transmits, or stores business data of any kind.

Most partner-led engagements are point-in-time — you get a snapshot, usually tied to a renewal. Block 64 Advisory gives you expert analysis plus a platform that keeps watching after the engagement ends. It's not a replacement for your partner relationship. It's the intelligence layer they're probably missing.

It depends on your environment and the engagement. Request a quote and we'll scope the right fit — you'll have a clear picture of what's involved and what it costs before you commit to anything.