// Listener Case Files

Send Me Your Situation

A renewal you can't justify. An audit letter on your desk. A CFO who wants to stretch the refresh cycle to six years. A tool nobody will admit to buying. Send it over and it gets worked on air — real constraints, real politics, real budgets.

Before You Write

How This Works

Three things worth knowing so your case file gets the most useful answer.

Specifics beat summaries. "Our M365 renewal is in ninety days, we have 3,200 E5 seats, and finance wants a 15% cut" gets a far better answer than "how do I reduce licensing costs."
You control how you're credited. Listeners are credited by first name and city — Marcus in Fort Wayne, Sandra in Grand Rapids — or kept fully anonymous. It's your call, and you make it explicitly below.
Everything is sanitized before it airs. No company names, no vendor names tied to your organization, no identifying details. That's the standing rule regardless of what you send.

Please don't send confidential material

Describe your situation in your own words. Do not paste or attach audit letters, contracts, license agreements, vendor correspondence, or anything covered by an NDA or your employer's confidentiality policy. This form is not a secure channel, and a case file is not a privileged communication. If your situation genuinely requires reviewing documents, book a briefing instead — an NDA is available before any data is shared.

Submission

Your Case File

Only four fields are required. Everything else just helps calibrate the answer.

Case File Received

Thanks — it's in the queue. Not every case file makes it to air, but every one gets read. If yours is used, you'll get an email before the episode publishes so you're not surprised by hearing your own situation on a podcast.

Back to Episodes

First Name * First name only — that's all that ever airs.

City or Metro Area * Used for on-air credit, if you choose to be credited.

Email * Never read on air. Used only to reach you if your case file is selected.

Your Role

Organization Size Advice at 200 seats is different from advice at 20,000.

Topic Area

Your Situation * At least 40 characters. There is no upper limit — detail is welcome.

How should you be credited on air? *

First name and city "This one comes from Marcus in Fort Wayne…" — the show's usual format. First name only No location mentioned. Keep me fully anonymous "A listener wrote in…" — nothing identifying, at all. Don't use this on air — just answer me directly Your situation stays private. Reply comes by email only.

I'd be open to coming on the show to talk through this myself. I'd also like to hear about a no-cost Executive Briefing for my organization. Email me when new episodes and resources publish. No more than monthly.

By submitting, you agree your situation may be discussed on the Operational ITAM Podcast, credited according to the choice above. We never sell your data. See our privacy policy.

Send Me Your Situation

How This Works

Please don't send confidential material

Your Case File

Some Situations Need the Real Numbers