Software asset management Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Software asset management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Software asset management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Software asset management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Software asset management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 908 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Software asset management improvements can be made.

Examples; 10 of the 908 standard requirements:

  1. Licensing expertise; Do you have the licensing expertise for smaller vendors with high audit risk, including product licensing, applying to servers/ clients/network access/virtualized environments?

  2. Critical Vendors; How many servers do you have in use with installations of products from vendors with complex licensing requirements, and from those who conduct stringent compliance audits?

  3. Heterogenous infrastructure; Do you have a heterogenous infrastructure, such as mainframes and distributed servers, Thin and Fat Clients, virtual machines and hardware servers, etc.?

  4. Maintenance; Do you keep all licenses under active maintenance, or at least consistent per each infrastructure element (server, etc.), such as Oracle Support, IBM S&S, Microsoft SA?

  5. Do you have a good handle on your IT organizations assets what is and isnt being used, the true costs of those assets, and whether they are best suited to meet business needs?

  6. License assets; Do your license assets have a high value (i.e. replacement value; value of new purchases of licenses at current price, including regular customer discounts)?

  7. Secure Data Room; Have you installed a Secure Data Room to protect your confidential data and govern the auditors; have the auditors signed an NDA (non-disclosure agreement)?

  8. Also look at what assets you need longterm, shortterm, strategically, and tactically to roll out a new service. Do you need new servers, software, or end-user licenses?

  9. Microsoft; How many servers do you have in use with installations of major Microsoft products, such as Windows Server, Exchange Server, SQL Server, Sharepoint Server?

  10. Managing; do project managers actively manage the audit time plan, review process, review milestones, and verified data before providing it to auditors, etc.?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Software asset management book in PDF containing 908 requirements, which criteria correspond to the criteria in...

Your Software asset management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Software asset management Self-Assessment and Scorecard you will develop a clear picture of which Software asset management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Software asset management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Software asset management projects with the 62 implementation resources:

  • 62 step-by-step Software asset management Project Management Form Templates covering over 6000 Software asset management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Who is responsible for monitoring the Software asset management project scope to ensure the Software asset management project remains within the scope baseline?

  2. Procurement Audit: Is the performance of the procurement function/unit benchmarked with other procurement functions/units in the different stages of the procurement process?

  3. Assumption and Constraint Log: Does a documented Software asset management project organizational policy & plan (i.e. governance model) exist?

  4. Responsibility Assignment Matrix: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?

  5. Procurement Management Plan: Are cause and effect determined for risks when others occur?

  6. Risk Audit: Do you have proper induction processes for all new paid staff and volunteers who have a specific role and responsibility?

  7. Project Performance Report: To what degree can team members meet frequently enough to accomplish the teamÕs ends?

  8. Activity Duration Estimates: Does a process exist to formally recognize new Software asset management projects?

  9. Project or Phase Close-Out: How much influence did the stakeholder have over others?

  10. Procurement Management Plan: Based on your Software asset management project communication management plan, what worked well?

 
Step-by-step and complete Software asset management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Software asset management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Software asset management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Software asset management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Software asset management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Software asset management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Software asset management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Software asset management project with this in-depth Software asset management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Software asset management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Software asset management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Software asset management investments work better.

This Software asset management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 4th Sep 2018

    DIANNE L Chief Learning Officer

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 4th Sep 2018

    Nguyen Hoang Vu

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 2nd Sep 2018

    Dr. Martin K. CEO

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 2nd Sep 2018

    HARRY M. Enterprise Architect

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 5th Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 5th Aug 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 4th Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 2nd Aug 2018

    DAVIN B. Systems Manager