Create an Effective Plan to Implement IT Asset Management

Gain the support and knowledge you need to launch a successful ITAM practice to start saving money and making better decisions tomorrow.


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The lack of formal asset management bleeds time and effort from other IT initiatives. This is often because:

  • Many asset management (ITAM) projects are delayed or have setbacks, or just never get off the ground as they are treated as side jobs.
  • There is a lack of clear ROI for improved management of assets.

Matching these benefits to needs within your own organization can be the catalyst to realizing significant savings on software and hardware, as well as driving efficiencies in support, data collection, procurement, and accounting.

  • Effective asset management can go a long way to improving customer service and support.
  • The tools included help to build a business case, calculate ROI, and plan the project. This will ensure that if there is opportunity to realize value, your organization will see it, and thank you for the efforts.

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 road map in place to complete your project successfully.

Module 1: Introduction to Asset Management

The Purpose

  • Gain a firm understanding of the potential savings for asset management.
  • Understand the next steps for the organization.

Key Benefits Achieved

  • Define the potential savings in dollars that asset management brings to organizations.
  • Understand the critical pieces for a successful business case.

Activities: Outputs:
1.1 Understand the potential benefits of asset management to the organization.
  • Outline of organization’s ITAM challenges.
1.2 Build the business case for better asset management.

Module 2: Build a Business Case

The Purpose

  • Describe and calculate the cost/benefit of building an ITAM practice.
  • Gain approval to obtain resources and tools for success.

Key Benefits Achieved

  • Documented key information about current asset management needs.
  • Defined a realistic end state based on current needs and opportunities.
  • Documented a business case based on ROI.

Activities: Outputs:
2.1 Identify and determine how to interview stakeholders.
2.2 Define ITAM goals.
2.3 Calculate ROI and define success.
  • Defined ROI and success metrics for ITAM project.
2.4 Identify business value.
2.5 Craft a business case.
  • Draft business case.

Module 3: Define the Project

The Purpose

  • A completed project charter.
  • Identified key stakeholders and team members.
  • Defined the ITAM tool requirements for success.

Key Benefits Achieved

  • Seek approvals to move ahead: A clear project charter defines the goals and milestones in clear actionable language.
  • Avoid poor resource allocation: Resource requirements are often underestimated. Clear requirements will increase likelihood of success.

Activities: Outputs:
3.1 Define the scope and milestones of the asset management project.
3.2 Identify resources required.
3.3 Identify risks and dependencies.
3.4 Detail project charter.
  • Draft project charter.

Module 4: Select a Solution

The Purpose

  • Chosen an ITAM solution that will meet current goals and architecture.
  • Validated ROI and business plan.

Key Benefits Achieved

  • Select the most closely matched tool to meet the majority of defined goals.
  • Move forward – prepare for implementation and data collection.

Activities: Outputs:
4.1 Define the requirements to manage your assets.
4.2 Match the requirements to solution features.
4.3 Craft an RFP.
  • Completed RFP.
4.4 Evaluate the responses.
4.5 Select a solution.

Module 5: Implement a Solution

The Purpose

  • Documented workflows.
  • Data collection and analysis started.
  • Asset policies in place.

Key Benefits Achieved

  • Document, analyze, and create processes.
  • Manage – Keep the implementation moving forward based on organization goals.
  • Avoid wasting time – Minimize the potential roadblocks through clear communication and focusing on milestones.

Activities: Outputs:
5.1 Implement the project plan.
5.2 Revise and design workflows.
  • Workflow designs.
5.3 Start data collection and validate data.
  • Metrics to judge ITAM implementation success.
5.4 Analyze data and determine management steps.
5.5 Inventory and create policies for communication.
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