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Strategic Advisory Services

Oracle is famous for their aggressive sales tactics, unclear business practices, and high risk audits. Oracle customers need an independent advisor empowering them to get control of this relationship.

Managing your Oracle relationship is complex, time consuming, and expensive. Even when you did not start out with an Oracle relationship, their 100+ acquisitions over the last 10 years resulted in their technology becoming embedded throughout most companies’ operations. Because of that, Oracle may be the number one IT vendor spend in your budget.

Making matters worse, Oracle is famous for their aggressive sales tactics, unclear business practices, and high risk audits. Oracle customers need an independent advisor empowering them to get control of this relationship, bring down their Oracle costs, and reduce the risks associated with audits and compliance.

Palisade Compliance is the leading independent advisor executives look to for help in managing their Oracle relationship. Our founder, Craig Guarente, worked at Oracle for over 15 years. He was Oracle’s Global VP of Contracts and Business Practices, as well the Global Process Owner for Oracle Audit teams (LMS). Craig left Oracle and started Palisade Compliance with a mission to provide independent advice and guidance to companies looking for help with their Oracle contracting and compliance problems.

“Palisade Compliance is completely independent of Oracle. Our only goal is to give our clients world class information and guidance, and help them make world class decisions. If your goal is to spend less on Oracle we can help you do that. If your goal is to buy more Oracle, then Palisade can help you buy it for less and with better terms.” – Craig Guarente

The Palisade delivery team is 100% former Oracle contracts, business practices, and audit personnel. With a combined total of 80+ years of experience working for Oracle, our team is now available to work for your organization. Palisade has over 200 clients all around the world who have used our Advisory Services to take back control of their Oracle relationship.

Executive Advisory

Senior leadership is pulled in so many directions: increase margins, produce quality products, limit risk, and just keep the lights on. This requires working with outside vendors like Oracle. Oracle software is a top expense in any IT budget, your operations rely upon their software, and they are experts at leveraging your sunk cost to their benefit. As a result, Oracle is famous for being one of the most complex and difficult companies to work with. While many of their products might be excellent, the costs are extremely high, and the risks of unbudgeted license and audit surprises is even higher.

I sleep better at night because of Palisade Compliance. – CIO

Working with Palisade Compliance was the best money Iʼve ever spent in my 35-year career. – CIO

Palisade Compliance was the missing piece of the puzzle. We saved millions of dollars because of them. – CIO

Oracleʼs combination of complexity, costs, aggressiveness, and risk requires that company leadership
have access to information, expertise, and other senior executives who know Oracle. Palisade Compliance is that firm. Our C-Level/Executive Advisory Services team is comprised of highly tenured
executives who have over 60 years of experience working for and with Oracle. We can operate at the
highest levels of your organization, while maintaining the proper balance, to ensure successful project
outcomes.

If you are a senior leader in your organization (IT, Finance, Procurement, etc.), and you work with Oracle technologies, Palisade will help you take back control of that relationship while lowering your risk and costs.

M&A Support

Oracle®ʼs complex contracts can impact corporate restructuring. We can help.

Oracle licensing and contracting is complex, risky, and can often result in multimillion-dollar unexpected expenditures for even the best-prepared customer. These risks grow exponentially for companies that are in the midst of corporate restructuring including mergers, acquisitions, and divestitures. Oracle contracts are designed to limit your licensing flexibility, and Oracle sales teams are trained to uncover and exploit any advantage to create leverage and drive up revenue.

Many firms see acquisitions as a way to streamline operations and reduce costs. If you spend a dollar on Oracle support, and the firm you acquire spends a dollar on Oracle support, then itʼs only natural to think the combined firm will spend $1.50 on Oracle support. 1+1= 1.50. Unfortunately, thatʼs not how Oracle views it. Oracle protects their support revenue like no other firm. Support is extremely high margin for Oracle and they will do anything to maintain it. Therefore, in this scenario, Oracle will want you to spend 3 dollars with them. 1+1=3.

Palisade Compliance offers a host of services specifically designed to help our clients through the M&A
due diligence process. Our services include:

  • Contract Assessments – What are the risks and opportunities embedded in all your Oracle agreements?
  • Contract Optimization – Take your current contracts and renegotiate with Oracle.
  • Compliance/Audit Risk Assessments – What will your compliance position be as you execute on your strategy?
  • License Optimization – Recommendations on future state strategy and infrastructure from a licensing and contracting perspective.
  • Support/Maintenance Cost Reduction Assessments – Using Palisadeʼs 13-point support reduction plan methodology we will evaluate your ability to reduce support costs and supply

Palisade Compliance provides our Due Diligence Support services to Oracle customers, private-equity,
venture capital, and law firms.

Contact us to talk about how your Oracle contracts can impact a corporate restructure.

Legal Advisory Services

We empower legal counsel to defend and represent their clients.

Oracle licensing, contracting, and compliance are extremely complex matters that span a wide range of
disciplines. This complexity can easily lead to disputes with Oracle, Oracleʼs resellers, or with other third parties. While Oracle has hundreds of attorneys and license experts on staff protecting Oracleʼs interests, Oracleʼs clients are not as well defended.

Since our start in 2011, Palisade Compliance offers legal advisory services to both in-house/corporate
counsel as well as outside counsel. In fact, our very first client was the General Counsel for a Silicon Valley based technology firm. Palisade is not a law firm and we do not practice law. Rather, we empower legal counsel with the knowledge, guidance, and data they need to aggressively defend and represent their clients.

Palisade Legal Advisory Services Include:

  • License Audit Support
  • Negotiation Support
  • Expert Witness Testimony
  • Due Diligence

Palisade Compliance successfully supported counsel through some of the largest and most contentious
legal disputes surrounding Oracle. Working together, our results include settlements and awards valued at over $100m.

Cloud Advisory Services

Oracle is pressuring their customers to move to the cloud. We can help.

Cloud computing offers businesses large and small access to resources and technologies that were unimaginable just a few short years ago. The smallest companies can now utilize the largest IT infrastructures to expand and grow their businesses. At the same time, large multinational organizations can quickly ramp up and ramp down resources to save on operational costs and go to market faster. There is a reason why cloud services are in such high demand.

Moving to Oracle’s cloud, however, does have its challenges. If you are an Oracle customer, then you have likely invested huge amounts of time and money in on-premise licenses, support, hardware, and product customizations. You are not going to throw all that away because Oracle wants you to move to their cloud. At Palisade Compliance we believe most organizations that move to the cloud will end up in a mixed environment where their business is run on a combination of on-premise software, private cloud, and public (Oracle and non-Oracle) cloud.

Oracle clients are under tremendous pressure from the vendor to buy Oracle cloud services. If you are an Oracle customer, then you have probably been approached by multiple Oracle sales people to “move to the cloud.” Oracle is using a host of tactics to persuade customers to buy their cloud services, ultimately to increase their cloud revenue. These include:

  • Auditing existing customers and offering cloud contracts as a way to resolve compliance problems.
  • Offering “sweet deals” for clients who buy cloud
  • Tying traditional on-premise license contracts to cloud deals
  • Creative sales incentive programs to drive cloud revenue

When and if you move to Oracle’s cloud services should be a decision based on your company’s long-term strategic business goals and not based on Oracle’s revenue targets. Organizations that take control of their Oracle licensing and contracting will achieve the greatest success in buying/transitioning to Oracle’s cloud.

Palisade Compliance has a collection of cloud advisory services to help your organization with your Oracle Cloud Contracting needs:

  • Cloud Contract & Negotiation Optimization – Achieve optimal terms and pricing when acquiring Oracle cloud services.
  • Cloud Conversion Contract Support – Are you turning in traditional on-premise licenses for Oracle “cloud credits” or “cloud services”? These conversions are fraught with risk and opportunities.   Make a mistake here and you could find yourself locked into long-term cloud contracts and out of compliance with your traditional on-premise license agreements.
  • Cloud Support Reduction Planning – Moving to Oracle’s cloud services may be an opportunity for your company to reduce your annual support maintenance bill from Oracle.
  • Cloud/On-Premise Compliance Advisory Services – Yes, it is possible to go out of compliance with Oracle even if you are using their cloud services! Most companies who use Oracle’s cloud will also maintain an on-premise license position with Oracle. Businesses must now be compliant in both environments or face heavy audit penalties in both environments.

Oracle License Management (SAM) Analysis

Oracle license management is not a one-time project. Your Oracle licenses are perpetual which means your obligations to stay in compliance are perpetual. Many companies now realize this, and they have developed teams and processes and acquired technologies to help them live up to these responsibilities.

Focusing on your Oracle licensing is the first step in the process of successfully managing your Oracle assets. The second step is having the right expertise to create your plan, optimize your implementation, and ensure success. Ultimately you don’t know if your SAM program is successful until you are audited by Oracle. Having said that, no one wants to find out there is a gap during an Oracle audit. That gap in knowledge will cost you millions of dollars.

To help our clients with their ongoing Oracle license management, Palisade has created a comprehensive program where we assess your team’s knowledge, processes, effectiveness, and readiness. Our Oracle License Management analysis will help your organization avoid the traps that most companies fall into while at the same time maximizing every opportunity available to you. The Palisade Compliance team built many of the audit policies in use by Oracle today, and we can help your company navigate through them.

SAM and Tool Advisory

Palisade Compliance has advised over 200 clients on their Oracle licensing and compliance. Our clients range from multinational Fortune 50 clients to small privately owned firms. Many of these clients have started SAM organizations and have acquired (or are looking to acquire) tools to help them with their Oracle compliance.

Because of this, Palisade Compliance is in a unique position to assist our clients with their Oracle SAM and discovery tool acquisition process as well to assess the quality of their implementations as they relate to Oracle.

Palisade is an independent firm and does not make money from the sale of any software. This, plus our vast client experience, enables us to give our clients a unique perspective when they are evaluating and implementing SAM organizations and tools.