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Optimize Software Asset Management

Win the compliance battle before it even happens.

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  • 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

Your Challenge

  • 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.

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.

Guided Implementations

This guided implementation is an eight call advisory process.

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

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite 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 onsite 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