Partner head agreement and tenant access
Professional services network
- Situation
- A professional services network was renegotiating its head agreement with its Microsoft cloud partner while weighing major platform decisions.
- What we saw
- The partner held generic, standing admin roles in the firm’s Microsoft tenant, outside the commercial conversation. Liability terms didn’t line up across the head agreement, service schedules and third-party terms. Overlap between the document management platform and SharePoint was unused leverage.
- What we did
- Built a 20-item issues register with a position for each item and set four conditions of execution. Replaced standing partner roles with granular delegated admin privileges (GDAP), with defined accountability and control. Aligned the liability position across the head agreement, service schedules and third-party terms, and benchmarked pricing from deal experience rather than published figures.
- Outcome
- Generic standing partner access removed, one consistent liability position across the contract stack, and recurring annual savings for the client.