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OZ Digital, LLC

Case Study

A SMB client reduces software bloat and saves $20,000 a year 


Explore how a disciplined approach to reviewing and documenting software processes can lead to an annual savings of $20,000.

$20,000
annual cost-savings
$300
annual licensing costs reduced from $20,000

The Challenge

Our client was spending nearly $20,000 annually on a legacy third-party scheduling tool that had become deeply embedded in operations. Although reliable, the solution was costly, lacked clear business justification, and duplicated capabilities already available within the organization’s Microsoft ecosystem.

The Solution

OZ Digital conducted a process and technology assessment to evaluate the scheduling environment and identify optimization opportunities.

  • Process Evaluation: Mapping the existing scheduling workflow to understand dependencies, business impact, inputs, and outputs.
  • Technology Review: Identifying overlapping capabilities and evaluating tools already included within the client’s existing technology investments.
  • Modernization Analysis: Determining whether native Microsoft technologies could provide the same functionality with equal or greater reliability.
  • Risk and Change Assessment: Ensuring any replacement would preserve operational stability while minimizing disruption for end users.

We replaced the legacy scheduling platform with Microsoft Logic Apps, leveraging tools already included in the client’s Microsoft licensing.

The new solution replicated existing functionality, integrated seamlessly with the Microsoft ecosystem, minimized user impact, and reduced ongoing vendor dependency.

Impact

  • Reduced annual costs from $20,000 to just $300, delivering $19,700 in yearly savings
  • Simplified the technology landscape and reduced vendor reliance
  • Improved process visibility through updated documentation
  • Established a repeatable framework for identifying future cost-saving opportunities

Key Takeaway

Sometimes the biggest savings come from re-evaluating systems that already “work.” By leveraging existing Microsoft investments, the client achieved significant cost reductions without sacrificing functionality or reliability.
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