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App Rationalization & Consolidation

Use this when the estate has several tools for one job and none of them has been retired. The report names the crowded categories and marks one product as the one to keep. Use it before a renewal, during a cost-saving drive, when you are getting ready for an audit, or when two estates are being combined.

It is also the link from inventory to the entitlements and contracts: the install list on its own is not the long-term position.

It is built from SIM. The card carries a SIM badge. Install counts in SIM are on Reduce overlapping tools. This page is the recommendation.

  1. Click Reports, then NEO Reports.
  2. Click App Rationalization & Consolidation.

App Rationalization and Consolidation, with fragmented categories, redundant applications and the executive summary

FigureWhat it means
Fragmented categoriesCategories with three or more vendors.
Redundant applicationsProducts the report treats as consolidation candidates.
Highest fragmentationThe category with the most distinct products.

Executive summary is the short narrative: how split the estate is, and where to consolidate first.

Strategic Impact Analysis is a table of the most fragmented categories.

ColumnWhat it is
CategoryThe job, such as endpoint protection, databases or office suites.
Risk typeFinancial or Security.
DescriptionWhy leaving the overlap in place matters.

Financial is overlapping spend. Security is tools left unmanaged. The label is on the row. This page does not add a security assessment of its own.

Category Analysis: The Rule of One is a set of collapsible tables, one per category. The header shows the category and how many vendors and products it contains.

ColumnWhat it is
RoleIncumbent, the product to keep, or Redundant.
Product name and VendorThe product from the inventory.
Install countHow many installs.
Rationalization opportunityThe suggested move, such as consolidate, phase out, or review whether you need it.

A Rule of One category table, with incumbent and redundant products

Download a category table for one row per device, with the user. See Using reports.

Categories you will see include office suites, databases, browsers, endpoint protection, PDF editors and remote desktop. The list follows the inventory.

Check usage before you retire a redundant product. Find unused software to reclaim. If it is paid, check the renewal in License and Contracts Manager.