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 984 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 984 standard requirements:

  1. In todays complex and fast moving business environment, management is becoming more demanding of their Procurement and Finance functions to add incremental value beyond base level efficiency and effectiveness. Given these expectations, how can Procurement and Finance functions collaborate more effectively to be seen as strategic business partners?

  2. In todays market where web architecture and mobile apps are just what one might expect, and multi-site support is becoming more and more common, is there any noticeable difference between an EAM system and a CMMS?

  3. How do you merge agile, lightweight processes with standard industrial processes without either killing agility or undermining the years you have spent defining and refining your systems and software process assets?

  4. Critical vendors; how many servers do you have in use with installations of products from vendors with complex licensing requirements, and from the already stated who conduct stringent compliance audits?

  5. Consider your wrap contract philosophy and provisions you deem important. What wrap provider contract provisions have you negotiated that differentiate your organization from other stable value providers?

  6. 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?

  7. Do you have a good handle on your IT organizations assets what is and is not being used, the true costs of the already stated assets, and whether they are best suited to meet business needs?

  8. Heterogenous infrastructure; do you have a heterogenous infrastructure, such as mainframes and distributed servers, thin and fat clients, virtual machines and hardware servers, etc.?

  9. 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?

  10. What are the key areas of knowledge, and what are your key knowledge assets that, if you managed them better, would make a big difference to achieving your organizations objectives?


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 984 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 1500 Software Asset Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Performance Report: What is the degree to which rules govern information exchange between individuals within your organization?

  2. Roles and Responsibilities: Once the responsibilities are defined for the Software Asset Management project, have the deliverables, roles and responsibilities been clearly communicated to every participant?

  3. Human Resource Management Plan: Is the Software Asset Management project schedule available for all Software Asset Management project team members to review?

  4. Team Directory: Process decisions: do job conditions warrant additional actions to collect job information and document on-site activity?

  5. Procurement Audit: Do the buyers always select or authorize the source of supply on other than contract purchases?

  6. Procurement Audit: Do procedures require cash advances to be returned by transferred or terminated employees before they can receive final paychecks?

  7. Procurement Audit: Is there no evidence of any external or superior pressure to reach a specific result?

  8. Quality Audit: How does your organization know that its security arrangements are appropriately effective and constructive?

  9. Lessons Learned: How well do you feel the executives supported this Software Asset Management project?

  10. Probability and Impact Matrix: Will there be an increase in the political conservatism?

 
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