Mastering ISO 19770: The Complete Guide to Software Asset Management Excellence
Course Format & Delivery Details Fully Self-Paced, Instant Online Access, No Hidden Costs
Enroll in Mastering ISO 19770 today and gain immediate access to one of the most comprehensive, practitioner-developed training programs available for Software Asset Management (SAM) professionals. This course is designed from the ground up for maximum clarity, flexibility, and real-world impact - ensuring you get immediate value with zero risk. Learn on Your Terms - No Deadlines, No Pressure
The entire course is delivered on-demand, allowing you to progress at your own pace. There are no fixed start or end dates. You decide when to begin, when to continue, and when to complete. Most learners finish the core modules in 4 to 6 weeks with minimal time investment per day, while advanced implementation projects can be completed over subsequent months based on your organization’s needs. Lifetime Access, Forever Updated
Once enrolled, you receive permanent access to all course materials. This includes every current and future update at no additional cost. As ISO 19770 standards evolve and industry practices shift, your knowledge stays current - because your certification preparation must remain relevant year after year. Access Anytime, Anywhere - Desktop or Mobile
The course platform is fully responsive and mobile-friendly. Whether you're reviewing on your morning commute, referencing a checklist during an audit, or studying from your tablet at home, your progress syncs seamlessly across devices. 24/7 access ensures global professionals in every time zone can learn without interruption. Direct Instructor Support & Expert Guidance
You are not learning alone. Enrolled learners receive structured guidance from certified SAM architects with over a decade of ISO 19770 implementation experience. Direct access to subject-matter experts means your questions are answered promptly and with precision - no generic responses, no robotic chatbots. Receive a Globally Recognized Certificate of Completion
Upon finishing the course, you will earn a professional Certificate of Completion issued by The Art of Service. This credential is trusted by organizations in over 120 countries and carries significant weight in IT governance, compliance, and procurement roles. It validates your expertise in ISO 19770 frameworks, audit readiness, and SAM operational excellence. Simple, Transparent Pricing - No Surprises
Our pricing model is straightforward and honest. What you see is what you pay - one flat fee with absolutely no hidden charges, recurring subscriptions, or surprise upsells. The investment covers full curriculum access, instructor support, progress tracking, downloadable resources, and your certificate issuance. Accepted Payment Methods
- Visa
- Mastercard
- PayPal
Risk-Free Enrollment: Satisfied or Refunded
We stand behind the value of this course with a strong satisfaction guarantee. If you find the material does not meet your expectations, you are eligible for a full refund within 30 days of enrollment. Your only commitment is to try it - your success is our priority. What to Expect After Enrollment
Following registration, you will receive a confirmation email acknowledging your enrollment. Your official access details, including login instructions and course navigation tools, will be delivered separately once your course profile is fully configured. This ensures a secure and personalized learning environment tailored to your progress. “Will This Work for Me?” - Addressing Your Biggest Concern
Yes - regardless of your background, experience level, or organizational size. The curriculum is built using universal principles that apply equally to SAM analysts in mid-sized enterprises, compliance officers in global corporations, and IT directors shaping policy from the top down. Here’s why it works for everyone: - If you are new to SAM, the foundational modules build confidence through step-by-step breakdowns of key concepts and terminology
- If you manage audits or vendor negotiations, you'll master authoritative checklists and risk assessment frameworks used by industry leaders
- If you lead transformation initiatives, you’ll gain access to strategic roadmaps, stakeholder alignment tactics, and maturity model benchmarks
This works even if: You’ve never read an ISO standard before, your team lacks dedicated SAM tools, your company resists change, or you’re preparing for your first software compliance review. Over 3,700 professionals have transformed their careers using this methodology - from those securing promotions to those leading million-dollar risk mitigation programs across multinational organizations. Real Testimonials from Real Practitioners
- “After completing this course, I led my first full ISO 19770 gap assessment and identified $2.3 million in unnecessary licensing spend. My manager called it ‘the most actionable training we’ve ever invested in.’” – Elena R., IT Compliance Lead, Germany
- “I went from being confused about SAMF to confidently presenting a SAM roadmap to our CIO within two months. The templates and self-assessment tools made all the difference.” – Raj M., IT Governance Analyst, Canada
- “The structure of the course removed all the ambiguity around what SAM excellence actually looks like. Now I have a repeatable process that scales across regions.” – Naomi T., Global SAM Manager, Australia
Safety, Clarity, and Confidence Built In
This course eliminates uncertainty. From day one, you’ll work with clearly defined outcomes, measurable milestones, and confidence-boosting exercises that mirror real-world SAM challenges. Our risk-reversal approach means you can advance your career with zero downside - protected by a guarantee and powered by proven expertise. You’re not just buying a course. You’re gaining a permanent toolkit, a globally respected credential, and the clarity to lead with authority.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Software Asset Management (SAM) - Understanding the business case for Software Asset Management
- Key challenges in unmanaged software environments
- The financial and legal risks of non-compliance
- Defining software assets and their lifecycle stages
- Introduction to software licensing models and terminology
- The role of vendor contracts in SAM governance
- Common sources of software sprawl and shadow IT
- Measuring the cost of poor SAM practices
- How SAM supports broader IT governance frameworks
- The evolution of software compliance standards over time
- Baseline assessment: Evaluating your organization's current SAM maturity
- Establishing ownership and accountability for SAM responsibilities
- Creating a SAM vision and communication strategy
- Aligning SAM goals with corporate objectives
- Identifying internal stakeholders and their expectations
Module 2: Introduction to ISO 19770 Standards - Overview of the ISO/IEC 19770 family of standards
- Differentiating between ISO 19770-1, -2, -3, -4, and -5
- Purpose and scope of ISO/IEC 19770-1 (Process Reference Model)
- Understanding ISO/IEC 19770-2 (Software Identification Tag)
- Role of ISO/IEC 19770-3 in entitlement modeling
- How ISO 19770-4 supports automated measurement and monitoring
- Introduction to ISO 19770-5 (Overview and Vocabulary)
- How ISO 19770 integrates with other ISO standards, such as ISO 27001 and ISO 31000
- The importance of standardization in multi-vendor environments
- Benefits of adopting internationally recognized SAM practices
- Differentiating between compliance and certification under ISO 19770
- Understanding regulatory drivers influencing SAM adoption
- Country-specific considerations in SAM enforcement
- How public sector organizations use ISO 19770 for procurement
- Vendor recognition of ISO 19770-compliant customers
Module 3: ISO 19770-1 – Process Reference Model and Maturity Frameworks - Detailed breakdown of the ISO 19770-1 process reference model
- The six core SAM process categories defined in the standard
- Software Identification: Discovery and validation processes
- Software Consumption: Usage tracking and rights assignment
- Software Procurement: Acquisition lifecycle management
- Software Compliance: Audit preparation and gap analysis
- Software Optimization: Cost avoidance and efficiency strategies
- Software Lifecycle Management: From onboarding to retirement
- Mapping processes to organizational roles and responsibilities
- Defining process inputs, activities, outputs, and metrics
- Establishing performance indicators for each process area
- Using the PRM to conduct internal process reviews
- Integrating ISO 19770-1 with COBIT and ITIL frameworks
- Adapting the model for small, medium, and large enterprises
- Benchmarking current processes against the standard
Module 4: ISO 19770-2 – Software Identification Tags (SWID Tags) - Understanding the purpose and structure of SWID tags
- Core components of a valid SWID tag (Entity, Link, Meta)
- Generating compliant SWID tags using standardized formats
- Differentiating multipart and core SWID tag schemas
- Role of XML in SWID tag construction
- Using persistent identifiers (Tag ID, Name, Version)
- Best practices for naming conventions and version control
- How SWID tags enable accurate software discovery and reconciliation
- Integration of SWID tags with inventory tools
- Ensuring consistency across virtual, cloud, and containerized environments
- Handling legacy applications without native tagging
- Manual creation and population of SWID tags
- Validating tag integrity and schema compliance
- Avoiding duplication and false positives in discovery data
- Using SWID tags to improve vulnerability management workflows
Module 5: ISO 19770-3 – Entitlement Data Exchange (EDU) - Understanding the structure and benefits of EDU
- Mapping software entitlements across complex license agreements
- Translating vendor contracts into machine-readable formats
- Core data elements within EDU specifications
- Linking license entitlements to installed software instances
- Resolving entitlement conflicts across versions and editions
- Handling volume licensing, upgrade rights, and downgrade privileges
- Accounting for concurrent user and capacity-based licenses
- Managing transfer and reassignment rules
- Using EDU to automate compliance reconciliation
- Integrating EDU data with SAM tools and CMDBs
- Normalization of vendor-specific license terms
- Cross-referencing Microsoft, Oracle, Adobe, and VMware models
- Creating ENI records for internal development and custom apps
- Validating EDU outputs against audit findings
Module 6: ISO 19770-4 – Measurement and Conformance Metrics - Overview of automated measurement in software asset environments
- Using ISO 19770-4 to quantify conformance levels
- Defining measurable KPIs for SAM processes
- Calculating software license compliance ratios
- Measuring the accuracy of discovery and inventory data
- Tracking entitlement utilization over time
- Automated conformance scoring mechanisms
- Benchmarking performance across departments or regions
- Integrating measurements with executive dashboards
- Setting thresholds for risk escalation
- Using metrics to justify SAM investments to leadership
- Detecting trends in non-compliance before audits occur
- Reporting conformance levels to auditors and regulators
- Aligning ISMS audits with ISO 19770-4 requirements
- Creating repeatable measurement cycles for continuous improvement
Module 7: Implementing a SAM Program Aligned to ISO 19770 - Developing a phased implementation roadmap
- Securing executive sponsorship and budget approval
- Establishing a cross-functional SAM team
- Drafting a formal SAM policy document aligned with ISO standards
- Defining data ownership and stewardship roles
- Selecting technology platforms based on ISO compatibility
- Assessing readiness of existing IT asset management tools
- Integrating discovery tools with service management systems
- Creating data flow diagrams for software information
- Establishing secure data handling protocols
- Designing workflows for procurement validation
- Implementing change control for software deployments
- Documenting all key decisions and configuration rules
- Testing processes before enterprise rollout
- Planning for organizational change and resistance management
Module 8: Data Quality, Integration, and Reconciliation - Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
Module 1: Foundations of Software Asset Management (SAM) - Understanding the business case for Software Asset Management
- Key challenges in unmanaged software environments
- The financial and legal risks of non-compliance
- Defining software assets and their lifecycle stages
- Introduction to software licensing models and terminology
- The role of vendor contracts in SAM governance
- Common sources of software sprawl and shadow IT
- Measuring the cost of poor SAM practices
- How SAM supports broader IT governance frameworks
- The evolution of software compliance standards over time
- Baseline assessment: Evaluating your organization's current SAM maturity
- Establishing ownership and accountability for SAM responsibilities
- Creating a SAM vision and communication strategy
- Aligning SAM goals with corporate objectives
- Identifying internal stakeholders and their expectations
Module 2: Introduction to ISO 19770 Standards - Overview of the ISO/IEC 19770 family of standards
- Differentiating between ISO 19770-1, -2, -3, -4, and -5
- Purpose and scope of ISO/IEC 19770-1 (Process Reference Model)
- Understanding ISO/IEC 19770-2 (Software Identification Tag)
- Role of ISO/IEC 19770-3 in entitlement modeling
- How ISO 19770-4 supports automated measurement and monitoring
- Introduction to ISO 19770-5 (Overview and Vocabulary)
- How ISO 19770 integrates with other ISO standards, such as ISO 27001 and ISO 31000
- The importance of standardization in multi-vendor environments
- Benefits of adopting internationally recognized SAM practices
- Differentiating between compliance and certification under ISO 19770
- Understanding regulatory drivers influencing SAM adoption
- Country-specific considerations in SAM enforcement
- How public sector organizations use ISO 19770 for procurement
- Vendor recognition of ISO 19770-compliant customers
Module 3: ISO 19770-1 – Process Reference Model and Maturity Frameworks - Detailed breakdown of the ISO 19770-1 process reference model
- The six core SAM process categories defined in the standard
- Software Identification: Discovery and validation processes
- Software Consumption: Usage tracking and rights assignment
- Software Procurement: Acquisition lifecycle management
- Software Compliance: Audit preparation and gap analysis
- Software Optimization: Cost avoidance and efficiency strategies
- Software Lifecycle Management: From onboarding to retirement
- Mapping processes to organizational roles and responsibilities
- Defining process inputs, activities, outputs, and metrics
- Establishing performance indicators for each process area
- Using the PRM to conduct internal process reviews
- Integrating ISO 19770-1 with COBIT and ITIL frameworks
- Adapting the model for small, medium, and large enterprises
- Benchmarking current processes against the standard
Module 4: ISO 19770-2 – Software Identification Tags (SWID Tags) - Understanding the purpose and structure of SWID tags
- Core components of a valid SWID tag (Entity, Link, Meta)
- Generating compliant SWID tags using standardized formats
- Differentiating multipart and core SWID tag schemas
- Role of XML in SWID tag construction
- Using persistent identifiers (Tag ID, Name, Version)
- Best practices for naming conventions and version control
- How SWID tags enable accurate software discovery and reconciliation
- Integration of SWID tags with inventory tools
- Ensuring consistency across virtual, cloud, and containerized environments
- Handling legacy applications without native tagging
- Manual creation and population of SWID tags
- Validating tag integrity and schema compliance
- Avoiding duplication and false positives in discovery data
- Using SWID tags to improve vulnerability management workflows
Module 5: ISO 19770-3 – Entitlement Data Exchange (EDU) - Understanding the structure and benefits of EDU
- Mapping software entitlements across complex license agreements
- Translating vendor contracts into machine-readable formats
- Core data elements within EDU specifications
- Linking license entitlements to installed software instances
- Resolving entitlement conflicts across versions and editions
- Handling volume licensing, upgrade rights, and downgrade privileges
- Accounting for concurrent user and capacity-based licenses
- Managing transfer and reassignment rules
- Using EDU to automate compliance reconciliation
- Integrating EDU data with SAM tools and CMDBs
- Normalization of vendor-specific license terms
- Cross-referencing Microsoft, Oracle, Adobe, and VMware models
- Creating ENI records for internal development and custom apps
- Validating EDU outputs against audit findings
Module 6: ISO 19770-4 – Measurement and Conformance Metrics - Overview of automated measurement in software asset environments
- Using ISO 19770-4 to quantify conformance levels
- Defining measurable KPIs for SAM processes
- Calculating software license compliance ratios
- Measuring the accuracy of discovery and inventory data
- Tracking entitlement utilization over time
- Automated conformance scoring mechanisms
- Benchmarking performance across departments or regions
- Integrating measurements with executive dashboards
- Setting thresholds for risk escalation
- Using metrics to justify SAM investments to leadership
- Detecting trends in non-compliance before audits occur
- Reporting conformance levels to auditors and regulators
- Aligning ISMS audits with ISO 19770-4 requirements
- Creating repeatable measurement cycles for continuous improvement
Module 7: Implementing a SAM Program Aligned to ISO 19770 - Developing a phased implementation roadmap
- Securing executive sponsorship and budget approval
- Establishing a cross-functional SAM team
- Drafting a formal SAM policy document aligned with ISO standards
- Defining data ownership and stewardship roles
- Selecting technology platforms based on ISO compatibility
- Assessing readiness of existing IT asset management tools
- Integrating discovery tools with service management systems
- Creating data flow diagrams for software information
- Establishing secure data handling protocols
- Designing workflows for procurement validation
- Implementing change control for software deployments
- Documenting all key decisions and configuration rules
- Testing processes before enterprise rollout
- Planning for organizational change and resistance management
Module 8: Data Quality, Integration, and Reconciliation - Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Overview of the ISO/IEC 19770 family of standards
- Differentiating between ISO 19770-1, -2, -3, -4, and -5
- Purpose and scope of ISO/IEC 19770-1 (Process Reference Model)
- Understanding ISO/IEC 19770-2 (Software Identification Tag)
- Role of ISO/IEC 19770-3 in entitlement modeling
- How ISO 19770-4 supports automated measurement and monitoring
- Introduction to ISO 19770-5 (Overview and Vocabulary)
- How ISO 19770 integrates with other ISO standards, such as ISO 27001 and ISO 31000
- The importance of standardization in multi-vendor environments
- Benefits of adopting internationally recognized SAM practices
- Differentiating between compliance and certification under ISO 19770
- Understanding regulatory drivers influencing SAM adoption
- Country-specific considerations in SAM enforcement
- How public sector organizations use ISO 19770 for procurement
- Vendor recognition of ISO 19770-compliant customers
Module 3: ISO 19770-1 – Process Reference Model and Maturity Frameworks - Detailed breakdown of the ISO 19770-1 process reference model
- The six core SAM process categories defined in the standard
- Software Identification: Discovery and validation processes
- Software Consumption: Usage tracking and rights assignment
- Software Procurement: Acquisition lifecycle management
- Software Compliance: Audit preparation and gap analysis
- Software Optimization: Cost avoidance and efficiency strategies
- Software Lifecycle Management: From onboarding to retirement
- Mapping processes to organizational roles and responsibilities
- Defining process inputs, activities, outputs, and metrics
- Establishing performance indicators for each process area
- Using the PRM to conduct internal process reviews
- Integrating ISO 19770-1 with COBIT and ITIL frameworks
- Adapting the model for small, medium, and large enterprises
- Benchmarking current processes against the standard
Module 4: ISO 19770-2 – Software Identification Tags (SWID Tags) - Understanding the purpose and structure of SWID tags
- Core components of a valid SWID tag (Entity, Link, Meta)
- Generating compliant SWID tags using standardized formats
- Differentiating multipart and core SWID tag schemas
- Role of XML in SWID tag construction
- Using persistent identifiers (Tag ID, Name, Version)
- Best practices for naming conventions and version control
- How SWID tags enable accurate software discovery and reconciliation
- Integration of SWID tags with inventory tools
- Ensuring consistency across virtual, cloud, and containerized environments
- Handling legacy applications without native tagging
- Manual creation and population of SWID tags
- Validating tag integrity and schema compliance
- Avoiding duplication and false positives in discovery data
- Using SWID tags to improve vulnerability management workflows
Module 5: ISO 19770-3 – Entitlement Data Exchange (EDU) - Understanding the structure and benefits of EDU
- Mapping software entitlements across complex license agreements
- Translating vendor contracts into machine-readable formats
- Core data elements within EDU specifications
- Linking license entitlements to installed software instances
- Resolving entitlement conflicts across versions and editions
- Handling volume licensing, upgrade rights, and downgrade privileges
- Accounting for concurrent user and capacity-based licenses
- Managing transfer and reassignment rules
- Using EDU to automate compliance reconciliation
- Integrating EDU data with SAM tools and CMDBs
- Normalization of vendor-specific license terms
- Cross-referencing Microsoft, Oracle, Adobe, and VMware models
- Creating ENI records for internal development and custom apps
- Validating EDU outputs against audit findings
Module 6: ISO 19770-4 – Measurement and Conformance Metrics - Overview of automated measurement in software asset environments
- Using ISO 19770-4 to quantify conformance levels
- Defining measurable KPIs for SAM processes
- Calculating software license compliance ratios
- Measuring the accuracy of discovery and inventory data
- Tracking entitlement utilization over time
- Automated conformance scoring mechanisms
- Benchmarking performance across departments or regions
- Integrating measurements with executive dashboards
- Setting thresholds for risk escalation
- Using metrics to justify SAM investments to leadership
- Detecting trends in non-compliance before audits occur
- Reporting conformance levels to auditors and regulators
- Aligning ISMS audits with ISO 19770-4 requirements
- Creating repeatable measurement cycles for continuous improvement
Module 7: Implementing a SAM Program Aligned to ISO 19770 - Developing a phased implementation roadmap
- Securing executive sponsorship and budget approval
- Establishing a cross-functional SAM team
- Drafting a formal SAM policy document aligned with ISO standards
- Defining data ownership and stewardship roles
- Selecting technology platforms based on ISO compatibility
- Assessing readiness of existing IT asset management tools
- Integrating discovery tools with service management systems
- Creating data flow diagrams for software information
- Establishing secure data handling protocols
- Designing workflows for procurement validation
- Implementing change control for software deployments
- Documenting all key decisions and configuration rules
- Testing processes before enterprise rollout
- Planning for organizational change and resistance management
Module 8: Data Quality, Integration, and Reconciliation - Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Understanding the purpose and structure of SWID tags
- Core components of a valid SWID tag (Entity, Link, Meta)
- Generating compliant SWID tags using standardized formats
- Differentiating multipart and core SWID tag schemas
- Role of XML in SWID tag construction
- Using persistent identifiers (Tag ID, Name, Version)
- Best practices for naming conventions and version control
- How SWID tags enable accurate software discovery and reconciliation
- Integration of SWID tags with inventory tools
- Ensuring consistency across virtual, cloud, and containerized environments
- Handling legacy applications without native tagging
- Manual creation and population of SWID tags
- Validating tag integrity and schema compliance
- Avoiding duplication and false positives in discovery data
- Using SWID tags to improve vulnerability management workflows
Module 5: ISO 19770-3 – Entitlement Data Exchange (EDU) - Understanding the structure and benefits of EDU
- Mapping software entitlements across complex license agreements
- Translating vendor contracts into machine-readable formats
- Core data elements within EDU specifications
- Linking license entitlements to installed software instances
- Resolving entitlement conflicts across versions and editions
- Handling volume licensing, upgrade rights, and downgrade privileges
- Accounting for concurrent user and capacity-based licenses
- Managing transfer and reassignment rules
- Using EDU to automate compliance reconciliation
- Integrating EDU data with SAM tools and CMDBs
- Normalization of vendor-specific license terms
- Cross-referencing Microsoft, Oracle, Adobe, and VMware models
- Creating ENI records for internal development and custom apps
- Validating EDU outputs against audit findings
Module 6: ISO 19770-4 – Measurement and Conformance Metrics - Overview of automated measurement in software asset environments
- Using ISO 19770-4 to quantify conformance levels
- Defining measurable KPIs for SAM processes
- Calculating software license compliance ratios
- Measuring the accuracy of discovery and inventory data
- Tracking entitlement utilization over time
- Automated conformance scoring mechanisms
- Benchmarking performance across departments or regions
- Integrating measurements with executive dashboards
- Setting thresholds for risk escalation
- Using metrics to justify SAM investments to leadership
- Detecting trends in non-compliance before audits occur
- Reporting conformance levels to auditors and regulators
- Aligning ISMS audits with ISO 19770-4 requirements
- Creating repeatable measurement cycles for continuous improvement
Module 7: Implementing a SAM Program Aligned to ISO 19770 - Developing a phased implementation roadmap
- Securing executive sponsorship and budget approval
- Establishing a cross-functional SAM team
- Drafting a formal SAM policy document aligned with ISO standards
- Defining data ownership and stewardship roles
- Selecting technology platforms based on ISO compatibility
- Assessing readiness of existing IT asset management tools
- Integrating discovery tools with service management systems
- Creating data flow diagrams for software information
- Establishing secure data handling protocols
- Designing workflows for procurement validation
- Implementing change control for software deployments
- Documenting all key decisions and configuration rules
- Testing processes before enterprise rollout
- Planning for organizational change and resistance management
Module 8: Data Quality, Integration, and Reconciliation - Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Overview of automated measurement in software asset environments
- Using ISO 19770-4 to quantify conformance levels
- Defining measurable KPIs for SAM processes
- Calculating software license compliance ratios
- Measuring the accuracy of discovery and inventory data
- Tracking entitlement utilization over time
- Automated conformance scoring mechanisms
- Benchmarking performance across departments or regions
- Integrating measurements with executive dashboards
- Setting thresholds for risk escalation
- Using metrics to justify SAM investments to leadership
- Detecting trends in non-compliance before audits occur
- Reporting conformance levels to auditors and regulators
- Aligning ISMS audits with ISO 19770-4 requirements
- Creating repeatable measurement cycles for continuous improvement
Module 7: Implementing a SAM Program Aligned to ISO 19770 - Developing a phased implementation roadmap
- Securing executive sponsorship and budget approval
- Establishing a cross-functional SAM team
- Drafting a formal SAM policy document aligned with ISO standards
- Defining data ownership and stewardship roles
- Selecting technology platforms based on ISO compatibility
- Assessing readiness of existing IT asset management tools
- Integrating discovery tools with service management systems
- Creating data flow diagrams for software information
- Establishing secure data handling protocols
- Designing workflows for procurement validation
- Implementing change control for software deployments
- Documenting all key decisions and configuration rules
- Testing processes before enterprise rollout
- Planning for organizational change and resistance management
Module 8: Data Quality, Integration, and Reconciliation - Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Identifying common data quality issues in SAM
- Ensuring completeness, consistency, and timeliness of data
- Cross-referencing discovery, procurement, and entitlement data
- Resolving discrepancies between inventory and license records
- Normalizing publisher names and product titles
- Handling version and edition mismatches
- Using standard taxonomies like Common Platform Enumeration
- Mapping software installations to business units and locations
- Integrating SAM data with financial systems (ERP, GL)
- Linking CMDB and SAM databases for unified reporting
- Automating data validation rules and reconciliation logic
- Setting up alerts for data anomalies
- Creating golden images with pre-embedded SWID tags
- Managing virtual and cloud workloads in hybrid environments
- Benchmarking data accuracy levels across domains
Module 9: Risk Management and Compliance Assurance - Conducting a SAM risk assessment using ISO principles
- Identifying high-risk applications and vendors
- Evaluating exposure to audit and financial penalties
- Creating a risk register for software non-compliance
- Calculating potential financial impact of gaps
- Prioritizing remediation efforts based on risk severity
- Using ISO 19770 to strengthen internal controls
- Preparing for software audits with documented evidence
- Responding to vendor audit requests with confidence
- Leveraging ISO standards to negotiate audit scope limitations
- Reducing audit findings through proactive conformance
- Integrating SAM into broader enterprise risk frameworks
- Reporting risk posture to audit committees and boards
- Establishing continuous monitoring for ongoing compliance
- Auditing your own SAM processes using ISO checklists
Module 10: Financial Optimization and Cost Avoidance - Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Quantifying the financial benefits of SAM excellence
- Estimating annual savings from optimized licensing
- Reducing overspending on underutilized licenses
- Identifying opportunities for true-ups and reconciliations
- Maximizing license reuse and reharvesting
- Right-sizing subscriptions and cloud licenses
- Optimizing contract negotiations using historical usage data
- Leveraging standardization to reduce complexity costs
- Calculating return on investment for SAM initiatives
- Justifying SAM budget allocations with hard numbers
- Using ISO 19770 benchmarks to compare spending efficiency
- Forecasting future software spend based on growth trends
- Aligning license purchases with actual business demand
- Creating financial models for make-or-buy decisions
- Demonstrating cost avoidance to CFOs and finance teams
Module 11: Stakeholder Engagement and Communication - Identifying all stakeholder groups in SAM
- Understanding their unique needs and pain points
- Tailoring communication strategies by audience type
- Creating executive-level SAM dashboards and summary reports
- Reporting SAM performance to audit and compliance officers
- Aligning with procurement teams on purchasing policies
- Working with legal departments on contract interpretation
- Engaging IT operations for deployment control
- Training end users on software usage policies
- Developing a SAM awareness campaign
- Establishing feedback loops for continuous improvement
- Managing resistance from departments with autonomy
- Using ISO 19770 as a neutral, objective reference point
- Facilitating cross-departmental alignment workshops
- Maintaining momentum through regular reporting cycles
Module 12: Advanced Implementation Scenarios and Real-World Projects - Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Leading a full ISO 19770 conformance self-assessment
- Designing a SWID tagging strategy for large application portfolios
- Handling complex Microsoft licensing agreements (EAS, MPSA, CSP)
- Managing Oracle’s processor core factor and hard partitioning rules
- Optimizing Adobe Creative Cloud subscription models
- Addressing VMware virtualization and mobility rights
- Building a centralized entitlement repository
- Creating an automated license position report
- Developing a software request and approval workflow
- Integrating SAM with cloud cost optimization initiatives
- Managing SaaS applications across departments
- Controlling PaaS and IaaS licensing configurations
- Implementing SAM controls for DevOps and CI/CD pipelines
- Establishing governance for open-source software usage
- Running a SAM pilot program before enterprise scale
Module 13: Certification Preparation and Professional Development - Preparing for third-party SAM certification exams
- Reviewing key concepts from ISO 19770 standards
- Practicing with scenario-based assessment questions
- Understanding certification body requirements
- Mapping course objectives to industry credentials
- Preparing a professional portfolio of SAM achievements
- Using the Certificate of Completion to enhance your resume
- Highlighting ISO 19770 expertise in job interviews
- Joining professional networks and associations
- Continuing education pathways in IT governance
- Staying updated through official standards bodies
- Setting SMART goals for SAM career progression
- Making the transition from technical analyst to strategic advisor
- Presenting SAM outcomes to senior leadership
- Building credibility through documented expertise
Module 14: Next Steps, Continuous Improvement, and Long-Term Success - Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks
- Establishing a SAM center of excellence
- Setting up ongoing training and onboarding programs
- Creating a schedule for annual SAM health checks
- Monitoring changes in vendor licensing models
- Updating internal policies and procedures regularly
- Conducting post-implementation reviews
- Gathering lessons learned from real-world projects
- Scaling SAM practices to new regions or subsidiaries
- Integrating SAM into digital transformation strategies
- Using ISO 19770 to support ESG and sustainability reporting
- Reducing e-waste through better software lifecycle control
- Contributing to industry best practice communities
- Sharing insights with peers and mentoring others
- Submitting success stories to professional forums
- Re-evaluating maturity level annually using ISO 19770 benchmarks