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14. End-to-End Workflows

User & Administration Guide — Version 1.0.0.47

Guide summary

Recommended paths for onboarding a catalog, handling renewals, and administering the hub.

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14.1 Stand Up the Catalog

  • Deploy the package, add the web part, and run Complete Setup.
  • Create categories, vendors, and projects.
  • Import existing subscriptions with Bulk Import or create them one by one.

14.2 Renewal Cycle

  • Owners review Owned by Me and the Renewals calendar each week.
  • Record renew, cancel, or defer before the notice date.
  • Attach the renewed contract or invoice in Documents.

14.3 Discovery and Requests

  • Run Discovery after Graph consent to find untracked Microsoft licenses.
  • Route new spend through Request Subscription so finance sees justification first.
Subscription lifecycle from request to renewal
Lifecycle — request, catalog, renew, and report.