Implement Software Asset Management
Go beyond tracking licenses to proactively managing software throughout its lifecycle.
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Without a structured approach to software asset management, organizations face:
- Wasted spend on untracked, unused or duplicate software licenses.
- Costly, disruptive software audits with no strategic response.
- Growing shadow IT and ungoverned SaaS spend.
Following Info-Tech’s approach to SAM helps organizations:
- Create a defined, proactive compliance process.
- Control and predict software spend with accurate, centralized license data.
- Standardize the software estate to reduce redundant tools and improve support.
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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 road map in place to complete your project successfully.
Book NowModule 1: Teams, scope & software procurement
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: | |
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| 1.1 | Outline software asset management goals. |
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| 1.2 | Review SAM maturity and anticipated milestones. |
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| 1.3 | Define metrics and reporting requirements. |
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| 1.4 | Define scope and classify software assets. |
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| 1.5 | Define roles & responsibilities. |
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Module 2: Software procurement & receiving
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 | Identify procurement challenges. |
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| 2.2 | Define standard and non-standard software requests. |
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| 2.3 | Build a non-standard software request form. |
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| 2.4 | Review and document procurement workflow. |
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| 2.5 | Design and document workflow for receiving and inventorying equipment. |
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| 2.6 | Review/create policy for software procurement and receiving. |
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Module 3: Software maintenance & disposal
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 policy and process for tracking non-purchased software and discovering SaaS in use. |
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| 3.2 | Categorize software, assign classification tiers, and assign ownership. |
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| 3.3 | Design process and policies for software maintenance, warranty, and support documentation handling. |
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| 3.4 | Identify challenges with software harvesting and disposal. |
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| 3.5 | Design software asset recovery and disposal workflows. |
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| 3.6 | Build a software disposition policy. |
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Module 4: Budgets, inventory, roadmap & communications
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 requirements for RFP for software solution. |
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| 4.2 | Define budgeting process and review Info-Tech’s SAM Budgeting Tool . |
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| 4.3 | Identify data sources and methodology for inventory and data collection. |
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| 4.4 | Define internal and external audit response processes. |
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| 4.5 | Develop a communication plan. |
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| 4.6 | Develop a training and awareness plan. |
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| 4.7 | Develop a SAM implementation plan. |
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