About the Basics of Licensing training

The Basics of Licensing training provides UiPath teams with the essential knowledge of software licensing, focusing on the core elements that impact sales, renewals, and compliance. This session will cover critical aspects of licensing models used by UiPath, including term-based and perpetual licensing, and delve into the key terms and conditions that influence how licenses are structured and applied across deals. Participants will also gain insights into the legal and operational processes that ensure licensing compliance and prevent common licensing issues in the field.

Audience

This course is designed for: 

• Sales teams (including Account Executives and Sales Engineers) who need to understand licensing structures to position UiPath solutions accurately 

• Commercial Desk, Deal Hub, and RevOps teams who are involved in the structuring of deals and license management 

• Legal and compliance teams reviewing and approving licensing agreements 

• Anyone within UiPath who handles licensing-related queries, negotiations, or processes in customer contracts 

Agenda 

1. Introduction to Licensing: A quick overview of what software licensing entails and why it's crucial for UiPath's business model 

2. Understanding Licensing Models: Breakdown of UiPath’s primary licensing models, including perpetual, subscription, and hybrid approaches 

3. Key Licensing Terms: Detailed discussion on license metrics such as Named User, Concurrent User, Processor-based, and other specific terms used by UiPath 

4. Commercial Licensing Best Practices: How to effectively quote licenses and maintain compliance with legal requirements 

5. Navigating License Agreements: Practical tips on reviewing and negotiating terms in customer contracts and ensuring alignment with company policies 

6. Licensing Compliance and Renewals: How to handle license renewals, audits, and ongoing compliance monitoring 

7. Pitfalls in Licensing: Common mistakes to avoid during licensing negotiations and when working with customers 

8. Case Studies and Scenarios: Real-life examples and role-playing exercises to reinforce learning and application in deal-making processes 

Learning objectives

By the end of the Basics of Licensing training, participants will be able to: 

• Comprehend the different types of licensing models offered by UiPath and their application in customer contracts 

• Identify and explain key licensing terms and metrics used in the software industry 

• Confidently navigate the licensing process from quoting to closing, ensuring compliance with company policies 

• Understand the impact of license agreements on deal structures and customer relationships 

• Mitigate common licensing challenges by applying best practices in real-world scenarios