Zylo Tips: Using Workflows to Reclaim Unused SaaS Licenses

Ever feel like you're paying for software seats that nobody is using? You probably are. In fact, our data shows that 53% of licenses are unused, averaging $21M in waste each year. Zylo Workflows can help you reclaim those inactive licenses, and save you time and your company money.

What Are Workflows?

Think of Workflows as an automated way to get back unused licenses assigned to inactive users. Using direct integrations, Usage Connect, or SSO,  Zylo centralizes utilization for your applications, making it easy to identify your inactive licenses. Then, Workflows helps track and reclaim licenses from your users by sending them a custom survey based on their activity.

When Should I Run Workflows?

Workflows are a powerful tool, but timing is key to maximize their impact. Here are three ideal scenarios to run workflows and reclaim unused licenses.

Renewal Time (90 Days Ahead)

Software renewals often come with auto-renewal clauses. Don't get caught paying for licenses you don't need! Run workflows 90 days before your renewal date to identify inactive users. This gives you ample time to:

• Reclaim those licenses through workflows.
• Notify the vendor you don't want to auto-renew for the unused licenses.

Low on Licenses? Wait Before You Buy More!

It's easy to underestimate how many licenses you truly need. Before you hit "buy" on additional licenses mid-cycle, take a pause. Run workflows to see if there are inactive licenses you can reclaim. This can save you money and prevent unnecessary purchases.

Regular Retrieval

Many enterprise customers deal with large quantities of licenses. For those applications, a set schedule for running workflows makes the most sense. Consider weekly, monthly, or quarterly workflows depending on your license usage patterns. This proactive approach ensures you continually optimize your license count and avoid overspending.

What Will Users See?

Workflows allows you to customize the email sent to users, including your company branding and the message itself. End users will see their last activity, the license they hold, and steps to return their license as the standard message.  Depending on your company, you may want to include other information, such as the cost of a given license, a policy, or point to a company initiative to reduce waste.  Whatever the message that makes sense for you, you can build it.

What Are the Benefits of Using Zylo Workflows?

Workflows is a critical part of SaaS license management with several benefits.

• Save Time: Avoid time-consuming manual user surveys to identify inactive licenses.
• Save Money: Reduce renewal costs by reclaiming unused licenses.
• Improve Efficiency: Ensure your helpdesk always has licenses available for active users.

Get Started Using Zylo Workflows

Learn more about workflow best practices in our knowledge base, or reach out to your Customer Success Manager (CSM) for help!