Implement Software Asset Management

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

Book This 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

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.

Book Now

Member Rating

9.6/10
Overall Impact

$151,622
Average $ Saved

49
Average Days Saved

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.

Read what our members are saying

Module 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:
1.1 Outline software asset management goals.
1.2 Review SAM maturity and anticipated milestones.
1.3 Define metrics and reporting requirements.
1.4 Define scope and classify software assets.
1.5 Define roles & responsibilities .
  • Standard operating procedures for software 
  • Visio diagrams for all workflows 

Module 2: Software procurement and 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.
2.2 Define standard and non-standard software requests.
2.3 Build a non-standard Software request form. 
2.4 Review and document procurement workflow. 
2.5 Design and document workflow for receiving and inventorying equipment.
2.6 Review/create policy for software procurement and receiving.

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.
3.2 Design process and policies for software maintenance, warranty, and support documentation handling. 
3.3 Define process for software deployment. 
3.4 Identify challenges with software harvesting and disposal. 
3.5 Design software asset recovery and disposal workflows. 
3.6 Build a software disposition policy.
  • Workshop summary with milestones & task list 
  • Budget template 
  • Policy draft 

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.
4.2 Define budgeting process and review Info-Tech’s SAM Budgeting Tool .
4.3 Identify data sources and methodology for inventory and data collection.
4.4 Develop a communication plan.
4.5 Develop a SAM implementation plan.
Visit our IT Critical Response Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171