Optimize Software Asset Management
Win the compliance battle before it even happens.
- Poor data capture procedures produce an incomplete picture of software lifecycles.
- No centralized repository exists, causing fragmented reporting.
- Audit protocols are ad hoc, resulting in sloppy reporting and time-consuming work.
Our Advice
Critical Insight
- Tracking licenses isn’t software asset management (SAM). SAM is not merely knowing how many licenses you require to be in compliance. It’s asking the deeper questions in order to optimize your license estate.
Impact and Result
- Evaluate the current state of your SAM practice to gain insight into what tasks to prioritize.
- Rationalize your software licenses to streamline your license estate.
- Develop an internal audit program to mitigate the risk of costly audits.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
Client
Experience
Impact
$ Saved
Days Saved
Macerich Company
Guided Implementation
10/10
N/A
N/A
Allison is very knowledgeable and exceptional to work with. Her experience has made a normally painful process extremely easy! Thanks to Allison we... Read More
Treasury Board of Canada Secretariat
Guided Implementation
4/10
N/A
N/A
Allegis
Guided Implementation
9/10
N/A
10
Workshop: Optimize Software Asset Management
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Assess the Current State of Your SAM Program
The Purpose
- Determine gaps in SAM maturity and assign priorities to tasks to address the gaps.
Key Benefits Achieved
- Accurate picture of SAM maturity and basis for project direction.
Activities
Outputs
Assess SAM maturity.
- SAM maturity assessment
Determine roles & responsibilities.
- RACI chart
Perform a stakeholder analysis.
Determine software standards.
Determine organizational profile and project direction.
- Organizational profile
Module 2: Develop Software License Estate
The Purpose
- Gather licensing data and evaluate which licenses to reconcile and manage first.
Key Benefits Achieved
- Complete view of license estate and value-based rationalization of licenses.
Activities
Outputs
Identify KPIs and metrics to inform your license rationalization.
Determine effective license position (ELP) scope.
Complete the ELP Template.
- Effective license position
Calculate software license ROI.
Complete the software license register.
- Software license register
Module 3: Create SAM Strategy
The Purpose
- Develop an internal audit response strategy and complete your organization’s SAM strategy.
Key Benefits Achieved
- Standardized internal audit response practices and documentation to reduce ad hoc approach to audit requests.
Activities
Outputs
Develop audit response.
- Audit scoping email
Create software catalog.
- Software catalog
Complete SAM strategy.
- Completed SAM strategy document
Module 4: Design Implementation Plan
The Purpose
- Develop an implementation timeline and a communication strategy to gain project buy-in.
Key Benefits Achieved
- Defined plan for project implementation.
- Key tasks assigned to specific roles with defined timelines.
Activities
Outputs
Create a communication plan.
- Communication deck
Develop SAM roadmap.
- SAM roadmap
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
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Guided Implementation 1: Assess current state of software licensing
- Call 1: Conduct SAM maturity assessment
- Call 2: Designate roles and responsibilities; perform stakeholder analysis
- Call 3: Determine organizational profile
Guided Implementation 2: Develop software license estate
- Call 1: Complete the ELP
- Call 2: Rationalize software licenses
Guided Implementation 3: Create a SAM strategy
- Call 1: Develop audit response strategy
- Call 2: Complete SAM strategy
- Call 3: Create communication deck and SAM roadmap
Contributors
- Michael Dean – Director, User Support Services, Des Moines University
- Simon Leuty – Co-founder, Livingstone Tech
- Clare Walsh – PR Consultant, Adesso Tech, Inc.
- Alex Monaghan – Director, Presales EMEA, Product Support Solutions
- Ben Brand – SAM Practice Manager, Insight
- Michael Swanson – President, ISAM
- Bruce Aboudara, SVP, Marketing & Business Development, Scalable Software
- Will Degener – Senior Solutions Consultant, Scalable Software
- Peter Gregorowicz – Associate Director, Network & Client Services, Vancouver Community College
- Peter Schnitzler – Operations Team Lead, Toyota Canada
- David Maughan – Head of Service Transition, Mott MacDonald Ltd.
- Brian Bernard – Infrastructure & Operations Manager, Lee County Clerk of Court
- Leticia Sobrado – IT Data Governance & Compliance Manager, Intercept Pharmaceuticals
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