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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.

Optimize Software Asset Management Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should optimize your SAM practice to improve license management and optimize software spend, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Assess current state of software licensing

Determine gaps in the SAM practice, how to address them, and who’s responsible for the change.

2. Develop software license estate

Gather licensing data and develop a license management strategy to optimize spend.

3. Create a SAM strategy

Formalize an internal audit response process and develop an implementation plan for optimizing SAM.

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.




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Macerich Company

Guided Implementation




Treasury Board of Canada Secretariat

Guided Implementation





Guided Implementation




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.




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.




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.




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.




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.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.

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


Jordan Detmers

Sandi Conrad


  • 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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