Implement Software Asset Management

Go beyond tracking licenses to proactively managing software throughout its lifecycle.

Onsite Workshop

Poor software asset management practices lead to:

  • High cost of software assets and needless procurement
  • Licensing, liability, and legal violations
  • Compromised security
  • Increased management costs and effort

A standardized software asset management program leads to:

  • More accurate forecasting and more predictable spend on software
  • Improved contract management
  • Reduced risk of exposure and noncompliance
  • Fewer operational interruptions reduced IT support

Module 1: Assess & Plan

The Purpose

  • Assess current state and plan the scope of the SAM program, team, and budget.

Key Benefits Achieved

  • Current state assessment
  • Defined roles and responsibilities
  • SAM budget plan

Activities: Outputs:
1.1 Outline SAM challenges and objectives.
1.2 Assess current state.
  • Current State Assessment
1.3 Identify roles and responsibilities for SAM team.
  • RACI Chart
1.4 Identify metrics and reports.
  • Defined metrics and reports
1.5 Identify SAM functions to centralize vs. decentralize.
1.6 Plan SAM budget process.
  • SAM Budget Workbook

Module 2: Procure, Receive & Deploy

The Purpose

  • Define processes for software requests, procurement, receiving, and deployment.

Key Benefits Achieved

  • Defined standards for software procurement
  • Documented processes for software receiving and deployment

Activities: Outputs:
2.1 Determine software standards.
  • Software standards
2.2 Define procurement process for new contracts.
  • Standard Operating Procedures
2.3 Define process for contract renewals and additional procurement scenarios.
2.4 Design process for receiving software.
  • SAM Process Workflows
2.5 Design deployment workflow.
2.6 Define process for non-standard software requests.

Module 3: Manage, Redeploy & Retire

The Purpose

  • Define processes for software inventory, maintenance, harvest and redeployment, and retirement.

Key Benefits Achieved

  • Defined process for conducting software inventory
  • Maintenance and patch policy
  • Documented workflows for software harvest and redeployment as well as retirement

Activities: Outputs:
3.1 Define process for conducting software inventory.
  • Standard Operating Procedures
3.2 Define policies for software maintenance and patches.
  • Patch management policy
3.3 Map software license harvest and reallocation process.
  • SAM Process Workflows
3.4 Define policy for retiring software.

Module 4: Build Supporting Processes & Tools

The Purpose

  • Build processes for audits, identify tool requirements, and plan the implementation.

Key Benefits Achieved

  • Defined process for internal and external audits
  • Tool requirements
  • Communication and implementation plan

Activities: Outputs:
4.1 Define and document the internal audit process.
4.2 Define and document the external audit process.
  • Audit response templates
4.3 Document tool requirements.
  • Tool requirements
4.4 Develop a communication plan.
  • Communication plan
4.5 Prepare an FAQ list.
  • End-user FAQ list
4.6 Identify SAM policies.
  • Software Asset Management Policy
4.7 Develop a SAM roadmap to plan your implementation.
  • Implementation roadmap

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