Mastering ISO 19770: The Complete Guide to Software Asset Management Certification
You're under pressure. Budgets are tightening. Software audits are looming. Compliance gaps are growing. And right now, you might feel like you're just holding things together with spreadsheets, guesswork, and past experience no longer fit for today's complex digital environments. Every day without a robust Software Asset Management (SAM) framework costs your organisation money, exposes it to risk, and slows innovation. But worse? It costs you credibility. Decision-makers want assurance, not ambiguity. And without ISO 19770 expertise, you're not seen as a strategic asset-you’re just another support function. Imagine walking into that next leadership meeting with full control. Knowing exactly what software is deployed, where, under what licence, and whether your organisation is compliant, optimised, and ready for audit. That clarity isn't luck-it's mastery. And it’s exactly what Mastering ISO 19770: The Complete Guide to Software Asset Management Certification delivers. This course transforms uncertainty into authority. From overwhelmed to overqualified. From reactive licence scrambles to proactive governance models that save millions and earn executive trust. You'll go from fragmented processes to a fully documented, ISO 19770-aligned SAM program in as little as six weeks-with a board-ready implementation plan and full certification roadmap. Tina Morales, IT Governance Lead at a global fintech, used this method to identify $2.3M in redundant software spend within 90 days of completing the course. She didn’t just cut costs. She secured a 30% budget increase for her team and was promoted to Director of Digital Compliance-all within one fiscal year. This isn’t just about learning a standard. It’s about gaining the leverage to lead with confidence, reduce corporate risk, and position yourself as the go-to expert in one of enterprise IT's most critical disciplines. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-paced, on-demand, and built for real professionals with real workloads. This course gives you immediate access to a comprehensive, no-fluff curriculum designed to deliver results-on your schedule, from any device. You decide when, where, and how fast you progress. Key Delivery Features
- Self-paced, 100% online learning with no deadlines, no live sessions, and no time pressure-perfect for global teams and busy professionals.
- Typical completion time: 25–30 hours, with most learners achieving measurable progress within the first 10 hours. Real insights from real work start early and compound quickly.
- Lifetime access means you're not just buying a course-you're gaining a permanent reference library. The content is continually updated to reflect the latest ISO 19770 revisions and licensing trends, with all future versions included at no extra cost.
- 24/7 global access from desktop, tablet, or mobile. Whether you're in Tokyo, Toronto, or remote field work, your learning moves with you.
- Structured, hands-on curriculum that guides you through step-by-step frameworks, templates, and real-world case studies. You apply what you learn immediately to your own environment.
- Direct instructor support via dedicated feedback loops. Your progress is monitored, and expert guidance is available through curated Q&A checkpoints and milestone reviews.
- Upon successful completion, earn a Certificate of Completion issued by The Art of Service, a globally recognised accreditation body cited by enterprises across 60+ countries. This certificate validates your mastery and is increasingly required for IT governance, compliance, and audit readiness roles.
Your Risk Is Entirely Eliminated
We understand-you’ve invested in training before that didn’t deliver. This is different. We guarantee it. - Transparent pricing with no hidden fees. What you see is exactly what you pay-no surprise subscriptions, no upsells, no recurring charges.
- All major payments accepted: Visa, Mastercard, PayPal.
- 365-day money-back guarantee. If at any point you decide this course isn’t delivering transformative value, just request a full refund. No questions, no friction. You keep the materials even if you leave.
- After enrollment, you'll receive a confirmation email, and your access details will be sent separately once the course materials are prepared-ensuring a high-integrity delivery experience.
This Works Even If…
…you've never led a SAM initiative before. …your IT environment is hybrid or multi-cloud. …you're not a licensing expert. …you're not in a formal governance role. This course has been used successfully by service desk analysts, procurement specialists, infrastructure architects, IT managers, and CISOs. The methodology is role-adaptable, scalable, and engineered for real-world complexity-not textbook theory. Sarah Lin, a former desktop support technician, used this course to transition into an enterprise SAM analyst position with a 42% salary increase-despite having no prior compliance training. Her story isn’t rare. It’s the expected outcome when the right system meets the right support. Your only risk is staying where you are.
Module 1: Foundations of Software Asset Management (SAM) - Defining Software Asset Management and its business value
- Understanding the cost of non-compliance: legal, financial, and operational risks
- Key stakeholders in SAM: IT, finance, procurement, legal, and security
- Differences between SAM, ITAM, and ITSM frameworks
- The role of SAM in digital transformation and cloud migration
- Common misconceptions and pitfalls in SAM implementation
- Establishing a baseline: What software do you currently own and use?
- Understanding perpetual, subscription, and consumption-based licensing
- Overview of major software vendors' licensing models (Microsoft, Adobe, Oracle, SAP, IBM)
- Introduction to ISO/IEC 19770 standards family: 19770-1, -2, -3, -4, -5, -6
Module 2: Deep Dive into ISO/IEC 19770-1: Governance and Processes - Understanding the structure and scope of ISO/IEC 19770-1
- Integrating SAM into organisational governance frameworks
- Defining SAM policies and procedures aligned with ISO 19770-1
- Establishing roles and responsibilities for SAM ownership
- Developing a SAM strategy document with executive alignment
- Creating a SAM roadmap with milestones and KPIs
- Aligning SAM with ITIL, COBIT, and NIST frameworks
- Risk assessment and audit preparedness under ISO 19770-1
- Documenting compliance controls and evidence trails
- Conducting internal SAM audits and performance reviews
Module 3: ISO/IEC 19770-2: Software Identification Tags (SWID Tags) - Understanding the purpose and benefits of SWID tags
- Structure of a SWID tag: Tag ID, Name, Version, Publisher, etc.
- Tag types: Primary and Secondary SWID tags
- Creating and validating SWID tags using XML schema
- Embedding SWID tags in software packages during deployment
- Using SWID tags for accurate software discovery and inventory
- SWID tag deployment in virtual, containerised, and cloud environments
- Tools and utilities for SWID tag generation and management
- Mapping SWID tags to licence entitlements and usage records
- Debugging and troubleshooting incorrect or missing SWID tags
Module 4: ISO/IEC 19770-3: Entitlement Data Exchange (TIP) - Understanding the Technical Identification Protocol (TIP)
- Purpose of TIP in automating licence reconciliation
- Components of a TIP XML document
- Mapping procurement data to TIP format
- Validating TIP files against ISO schema
- Exchanging TIP data between vendors and customers securely
- Using TIP to streamline SAM tool integration
- Handling bulk entitlement updates using TIP
- Automating licence reconciliation with TIP and inventory data
- Best practices for maintaining accurate TIP records
Module 5: ISO/IEC 19770-5: Vocabulary and Terminology - Mastering key SAM terms defined in ISO 19770-5
- Standardising communication across teams using ISO terminology
- Difference between licence, entitlement, installation, and deployment
- Defining metrics like licence position, compliance ratio, and true-up
- Clarifying terms: user, device, core, processor, virtual instance
- Using ISO 19770-5 to create a master glossary for your organisation
- Aligning vendor contracts with ISO terminology to avoid disputes
- Reducing ambiguity in audit findings through standard definitions
- Training teams on ISO 19770-5 for consistent reporting
- Mapping legacy terms to current ISO standards
Module 6: ISO/IEC 19770-4: Process Metrics - Introduction to process measurement in SAM
- Defining metrics for planning, control, and improvement
- Mapping SAM processes to measurable outcomes
- Calculating SAM Maturity Index using ISO 19770-4
- Creating dashboards for executive visibility
- Using metrics to justify SAM budget and team expansion
- Automating metric collection and reporting
- Aligning SAM KPIs with organisational objectives
- Conducting maturity assessments using metric benchmarks
- Reporting improvements to stakeholders using standardised formats
Module 7: Building a SAM Program from Ground Zero - Assessing current state: discovery, inventory, and entitlement gaps
- Securing executive sponsorship and funding
- Choosing between in-house, outsourced, or hybrid SAM models
- Selecting the right team and defining SAM roles
- Creating a phased rollout plan: pilot, scale, automate
- Integrating SAM with existing IT systems (CMDB, SCCM, Intune)
- Developing core SAM documentation: policy, process, procedure
- Building a SAM business case with ROI projections
- Conducting a gap analysis using ISO 19770 criteria
- Setting up feedback loops for continuous improvement
Module 8: Software Discovery and Inventory Best Practices - Methods for automated and manual software discovery
- Agent-based vs agentless inventory tools
- Identifying shadow IT and unapproved software installations
- Normalising software names across discovery sources
- Handling version variations and edition mismatches
- Tracking usage frequency and peak concurrency
- Discovery in cloud, SaaS, IaaS, and PaaS environments
- Integrating SWID tags with discovery tools
- Validating discovery accuracy with manual spot checks
- Building a golden image for standardised deployments
Module 9: Licence Reconciliation and Position Reporting - Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Defining Software Asset Management and its business value
- Understanding the cost of non-compliance: legal, financial, and operational risks
- Key stakeholders in SAM: IT, finance, procurement, legal, and security
- Differences between SAM, ITAM, and ITSM frameworks
- The role of SAM in digital transformation and cloud migration
- Common misconceptions and pitfalls in SAM implementation
- Establishing a baseline: What software do you currently own and use?
- Understanding perpetual, subscription, and consumption-based licensing
- Overview of major software vendors' licensing models (Microsoft, Adobe, Oracle, SAP, IBM)
- Introduction to ISO/IEC 19770 standards family: 19770-1, -2, -3, -4, -5, -6
Module 2: Deep Dive into ISO/IEC 19770-1: Governance and Processes - Understanding the structure and scope of ISO/IEC 19770-1
- Integrating SAM into organisational governance frameworks
- Defining SAM policies and procedures aligned with ISO 19770-1
- Establishing roles and responsibilities for SAM ownership
- Developing a SAM strategy document with executive alignment
- Creating a SAM roadmap with milestones and KPIs
- Aligning SAM with ITIL, COBIT, and NIST frameworks
- Risk assessment and audit preparedness under ISO 19770-1
- Documenting compliance controls and evidence trails
- Conducting internal SAM audits and performance reviews
Module 3: ISO/IEC 19770-2: Software Identification Tags (SWID Tags) - Understanding the purpose and benefits of SWID tags
- Structure of a SWID tag: Tag ID, Name, Version, Publisher, etc.
- Tag types: Primary and Secondary SWID tags
- Creating and validating SWID tags using XML schema
- Embedding SWID tags in software packages during deployment
- Using SWID tags for accurate software discovery and inventory
- SWID tag deployment in virtual, containerised, and cloud environments
- Tools and utilities for SWID tag generation and management
- Mapping SWID tags to licence entitlements and usage records
- Debugging and troubleshooting incorrect or missing SWID tags
Module 4: ISO/IEC 19770-3: Entitlement Data Exchange (TIP) - Understanding the Technical Identification Protocol (TIP)
- Purpose of TIP in automating licence reconciliation
- Components of a TIP XML document
- Mapping procurement data to TIP format
- Validating TIP files against ISO schema
- Exchanging TIP data between vendors and customers securely
- Using TIP to streamline SAM tool integration
- Handling bulk entitlement updates using TIP
- Automating licence reconciliation with TIP and inventory data
- Best practices for maintaining accurate TIP records
Module 5: ISO/IEC 19770-5: Vocabulary and Terminology - Mastering key SAM terms defined in ISO 19770-5
- Standardising communication across teams using ISO terminology
- Difference between licence, entitlement, installation, and deployment
- Defining metrics like licence position, compliance ratio, and true-up
- Clarifying terms: user, device, core, processor, virtual instance
- Using ISO 19770-5 to create a master glossary for your organisation
- Aligning vendor contracts with ISO terminology to avoid disputes
- Reducing ambiguity in audit findings through standard definitions
- Training teams on ISO 19770-5 for consistent reporting
- Mapping legacy terms to current ISO standards
Module 6: ISO/IEC 19770-4: Process Metrics - Introduction to process measurement in SAM
- Defining metrics for planning, control, and improvement
- Mapping SAM processes to measurable outcomes
- Calculating SAM Maturity Index using ISO 19770-4
- Creating dashboards for executive visibility
- Using metrics to justify SAM budget and team expansion
- Automating metric collection and reporting
- Aligning SAM KPIs with organisational objectives
- Conducting maturity assessments using metric benchmarks
- Reporting improvements to stakeholders using standardised formats
Module 7: Building a SAM Program from Ground Zero - Assessing current state: discovery, inventory, and entitlement gaps
- Securing executive sponsorship and funding
- Choosing between in-house, outsourced, or hybrid SAM models
- Selecting the right team and defining SAM roles
- Creating a phased rollout plan: pilot, scale, automate
- Integrating SAM with existing IT systems (CMDB, SCCM, Intune)
- Developing core SAM documentation: policy, process, procedure
- Building a SAM business case with ROI projections
- Conducting a gap analysis using ISO 19770 criteria
- Setting up feedback loops for continuous improvement
Module 8: Software Discovery and Inventory Best Practices - Methods for automated and manual software discovery
- Agent-based vs agentless inventory tools
- Identifying shadow IT and unapproved software installations
- Normalising software names across discovery sources
- Handling version variations and edition mismatches
- Tracking usage frequency and peak concurrency
- Discovery in cloud, SaaS, IaaS, and PaaS environments
- Integrating SWID tags with discovery tools
- Validating discovery accuracy with manual spot checks
- Building a golden image for standardised deployments
Module 9: Licence Reconciliation and Position Reporting - Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Understanding the purpose and benefits of SWID tags
- Structure of a SWID tag: Tag ID, Name, Version, Publisher, etc.
- Tag types: Primary and Secondary SWID tags
- Creating and validating SWID tags using XML schema
- Embedding SWID tags in software packages during deployment
- Using SWID tags for accurate software discovery and inventory
- SWID tag deployment in virtual, containerised, and cloud environments
- Tools and utilities for SWID tag generation and management
- Mapping SWID tags to licence entitlements and usage records
- Debugging and troubleshooting incorrect or missing SWID tags
Module 4: ISO/IEC 19770-3: Entitlement Data Exchange (TIP) - Understanding the Technical Identification Protocol (TIP)
- Purpose of TIP in automating licence reconciliation
- Components of a TIP XML document
- Mapping procurement data to TIP format
- Validating TIP files against ISO schema
- Exchanging TIP data between vendors and customers securely
- Using TIP to streamline SAM tool integration
- Handling bulk entitlement updates using TIP
- Automating licence reconciliation with TIP and inventory data
- Best practices for maintaining accurate TIP records
Module 5: ISO/IEC 19770-5: Vocabulary and Terminology - Mastering key SAM terms defined in ISO 19770-5
- Standardising communication across teams using ISO terminology
- Difference between licence, entitlement, installation, and deployment
- Defining metrics like licence position, compliance ratio, and true-up
- Clarifying terms: user, device, core, processor, virtual instance
- Using ISO 19770-5 to create a master glossary for your organisation
- Aligning vendor contracts with ISO terminology to avoid disputes
- Reducing ambiguity in audit findings through standard definitions
- Training teams on ISO 19770-5 for consistent reporting
- Mapping legacy terms to current ISO standards
Module 6: ISO/IEC 19770-4: Process Metrics - Introduction to process measurement in SAM
- Defining metrics for planning, control, and improvement
- Mapping SAM processes to measurable outcomes
- Calculating SAM Maturity Index using ISO 19770-4
- Creating dashboards for executive visibility
- Using metrics to justify SAM budget and team expansion
- Automating metric collection and reporting
- Aligning SAM KPIs with organisational objectives
- Conducting maturity assessments using metric benchmarks
- Reporting improvements to stakeholders using standardised formats
Module 7: Building a SAM Program from Ground Zero - Assessing current state: discovery, inventory, and entitlement gaps
- Securing executive sponsorship and funding
- Choosing between in-house, outsourced, or hybrid SAM models
- Selecting the right team and defining SAM roles
- Creating a phased rollout plan: pilot, scale, automate
- Integrating SAM with existing IT systems (CMDB, SCCM, Intune)
- Developing core SAM documentation: policy, process, procedure
- Building a SAM business case with ROI projections
- Conducting a gap analysis using ISO 19770 criteria
- Setting up feedback loops for continuous improvement
Module 8: Software Discovery and Inventory Best Practices - Methods for automated and manual software discovery
- Agent-based vs agentless inventory tools
- Identifying shadow IT and unapproved software installations
- Normalising software names across discovery sources
- Handling version variations and edition mismatches
- Tracking usage frequency and peak concurrency
- Discovery in cloud, SaaS, IaaS, and PaaS environments
- Integrating SWID tags with discovery tools
- Validating discovery accuracy with manual spot checks
- Building a golden image for standardised deployments
Module 9: Licence Reconciliation and Position Reporting - Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Mastering key SAM terms defined in ISO 19770-5
- Standardising communication across teams using ISO terminology
- Difference between licence, entitlement, installation, and deployment
- Defining metrics like licence position, compliance ratio, and true-up
- Clarifying terms: user, device, core, processor, virtual instance
- Using ISO 19770-5 to create a master glossary for your organisation
- Aligning vendor contracts with ISO terminology to avoid disputes
- Reducing ambiguity in audit findings through standard definitions
- Training teams on ISO 19770-5 for consistent reporting
- Mapping legacy terms to current ISO standards
Module 6: ISO/IEC 19770-4: Process Metrics - Introduction to process measurement in SAM
- Defining metrics for planning, control, and improvement
- Mapping SAM processes to measurable outcomes
- Calculating SAM Maturity Index using ISO 19770-4
- Creating dashboards for executive visibility
- Using metrics to justify SAM budget and team expansion
- Automating metric collection and reporting
- Aligning SAM KPIs with organisational objectives
- Conducting maturity assessments using metric benchmarks
- Reporting improvements to stakeholders using standardised formats
Module 7: Building a SAM Program from Ground Zero - Assessing current state: discovery, inventory, and entitlement gaps
- Securing executive sponsorship and funding
- Choosing between in-house, outsourced, or hybrid SAM models
- Selecting the right team and defining SAM roles
- Creating a phased rollout plan: pilot, scale, automate
- Integrating SAM with existing IT systems (CMDB, SCCM, Intune)
- Developing core SAM documentation: policy, process, procedure
- Building a SAM business case with ROI projections
- Conducting a gap analysis using ISO 19770 criteria
- Setting up feedback loops for continuous improvement
Module 8: Software Discovery and Inventory Best Practices - Methods for automated and manual software discovery
- Agent-based vs agentless inventory tools
- Identifying shadow IT and unapproved software installations
- Normalising software names across discovery sources
- Handling version variations and edition mismatches
- Tracking usage frequency and peak concurrency
- Discovery in cloud, SaaS, IaaS, and PaaS environments
- Integrating SWID tags with discovery tools
- Validating discovery accuracy with manual spot checks
- Building a golden image for standardised deployments
Module 9: Licence Reconciliation and Position Reporting - Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Assessing current state: discovery, inventory, and entitlement gaps
- Securing executive sponsorship and funding
- Choosing between in-house, outsourced, or hybrid SAM models
- Selecting the right team and defining SAM roles
- Creating a phased rollout plan: pilot, scale, automate
- Integrating SAM with existing IT systems (CMDB, SCCM, Intune)
- Developing core SAM documentation: policy, process, procedure
- Building a SAM business case with ROI projections
- Conducting a gap analysis using ISO 19770 criteria
- Setting up feedback loops for continuous improvement
Module 8: Software Discovery and Inventory Best Practices - Methods for automated and manual software discovery
- Agent-based vs agentless inventory tools
- Identifying shadow IT and unapproved software installations
- Normalising software names across discovery sources
- Handling version variations and edition mismatches
- Tracking usage frequency and peak concurrency
- Discovery in cloud, SaaS, IaaS, and PaaS environments
- Integrating SWID tags with discovery tools
- Validating discovery accuracy with manual spot checks
- Building a golden image for standardised deployments
Module 9: Licence Reconciliation and Position Reporting - Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Aggregating inventory and entitlement data
- Matching installations to licence rules and metrics
- Understanding Microsoft’s Product Use Rights (PUR)
- Reconciling Oracle licences by core factor and processor type
- Handling Adobe Creative Cloud and subscription models
- Calculating licence position: compliant, shortfall, surplus
- Creating audit-ready licence position reports
- Identifying compliance risks and exposure areas
- Using reconciliation to drive procurement decisions
- Automating reconciliation with data integration techniques
Module 10: Vendor Management and Audit Readiness - Recognising audit triggers and warning signs
- Understanding vendor audit rights in common contracts
- Responding to audit requests: DOs and DON'Ts
- Engaging legal and procurement teams early
- Preparing evidence packages using ISO 19770 standards
- Negotiating true-up settlements from a position of strength
- Using SAM maturity to deflect or delay intrusive audits
- Building positive vendor relationships through transparency
- Monitoring vendor compliance programs (e.g. Microsoft SPLA, EA)
- Developing a vendor risk register for high-exposure suppliers
Module 11: Cloud and SaaS Licence Management - Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Challenges of managing cloud-based software assets
- Tracking SaaS subscriptions: licences, users, roles, spending
- Automating SaaS discovery using APIs
- Managing Microsoft 365, Google Workspace, and Salesforce licences
- Controlling auto-provisioning and orphaned accounts
- Integrating cloud cost management with SAM
- Using Cloud Access Security Brokers (CASBs) for SaaS oversight
- Applying ISO 19770 principles in multi-tenant environments
- Handling pay-per-use and consumption billing models
- Forecasting SaaS spend and preventing budget overruns
Module 12: SAM Tools and Technology Selection - Overview of leading SAM and ITAM tools on the market
- Criteria for evaluating SAM tool functionality
- Integration requirements with existing IT systems
- Assessing scalability, support, and total cost of ownership
- Proof of concept planning and vendor demos
- Understanding tool capabilities for SWID, TIP, and normalisation
- Open-source vs commercial SAM solutions
- Building a SAM tool business case
- Data migration strategies when changing tools
- Benchmarking tool performance using ISO 19770-4 metrics
Module 13: Data Quality and Normalisation - Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Identifying common data quality issues in SAM
- Standardising publisher names, product titles, and versions
- Using ISO 19770-5 terms for consistent categorisation
- Automating normalisation rules and workflows
- Handling freeware, open source, and in-house developed software
- Creating a master software catalogue
- Validating data accuracy through cross-system comparisons
- Reporting on data completeness and reliability
- Addressing tool-specific discrepancies
- Establishing data stewardship roles
Module 14: Financial Management and Cost Optimisation - Tracking software spend by department, vendor, and category
- Identifying redundant, underused, or unlicensed software
- Calculating TCO for software portfolios
- Using SAM insights to negotiate better vendor contracts
- Forecasting future software spend and licensing needs
- Aligning procurement cycles with budget planning
- Preventing overspending on concurrent vs per-user licences
- Reallocating surplus licences internally
- Demonstrating cost savings to finance leaders
- Building a continuous optimisation culture
Module 15: SAM in Agile and DevOps Environments - Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Challenges of software licensing in CI/CD pipelines
- Managing developer tools and open source components
- Tracking usage of IDEs, containers, and microservices
- Ensuring compliance in test and staging environments
- Integrating licence checks into deployment gates
- Using SBOMs (Software Bill of Materials) with SAM
- Applying SWID tags in container images
- Monitoring ephemeral workloads and dynamic scaling
- Collaborating with DevOps teams on compliance
- Documenting SAM requirements in development policies
Module 16: Advanced Licence Optimisation Strategies - Right-sizing user licensing (e.g. Microsoft E3 vs E5)
- Consolidating multiple editions into volume licences
- Leveraging licence mobility and virtualisation rights
- Understanding Microsoft License Mobility through SA
- Maximising Oracle partitioning and licensing benefits
- Using reassignment rights across devices and users
- Optimising cloud licence models (reserved instances, savings plans)
- Identifying licence pooling and shared resource opportunities
- Planning for future growth without over-procurement
- Creating a licence optimisation playbook
Module 17: Policy Development and Change Management - Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Writing clear, enforceable SAM policies
- Aligning policies with legal, security, and IT requirements
- Creating standard operating procedures for SAM tasks
- Rolling out policies with training and communication plans
- Monitoring policy adherence and tracking exceptions
- Integrating SAM into change and release management
- Enforcing software approval workflows
- Managing exceptions and waivers transparently
- Updating policies in response to new technologies
- Gaining compliance through culture, not coercion
Module 18: Training and Change Leadership - Developing SAM awareness programs for non-technical staff
- Creating targeted training for procurement, finance, and IT
- Measuring training effectiveness and knowledge retention
- Using internal campaigns to drive software compliance
- Recognising and rewarding compliant behaviour
- Overcoming resistance to SAM initiatives
- Positioning SAM as an enabler, not a restriction
- Building a community of SAM champions across departments
- Using storytelling to communicate SAM impact
- Scaling training through reusable resources
Module 19: Maturity Assessment and Continuous Improvement - Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
Module 20: Certification Preparation and Professional Advancement - Understanding the certification assessment criteria
- Preparing your final project: Real-world SAM implementation plan
- Documenting your SAM framework using ISO 19770 standards
- Compiling evidence of learning and application
- Submitting your work for review by The Art of Service
- Receiving detailed feedback and completing revisions
- Earning your Certificate of Completion
- Adding your certification to LinkedIn and professional profiles
- Leveraging your credential in performance reviews and promotions
- Becoming a recognised SAM authority in your organisation
- Defining a 5-level SAM maturity model
- Conducting a current-state maturity assessment
- Identifying capability gaps and improvement opportunities
- Setting maturity targets and tracking progress
- Using ISO 19770-4 metrics to guide advancement
- Aligning maturity goals with business objectives
- Integrating SAM into continuous service improvement
- Creating feedback loops with stakeholders
- Conducting annual SAM health checks
- Adjusting strategy based on maturity results
