Software Asset Management Toolkit

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Install, configure and maintain personal computers, printers, phones, Windows networks, workstations, file servers, network cabling, and other related equipment, devices and systems; add or upgrade and configure disk drives, printers and related equipment.

More Uses of the Software Asset Management Toolkit:

  • Explore opportunities to reduce cost, without compromising on Quality of Service to your customers, as it relates to your offered products.

  • Ensure that ITAM related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration with other sources of organizational data.

  • Update IT software license asset records, software license contracts and Software Maintenance agreements and associated relationships.

  • Develop and maintain working relationships across multiple functions to support Software Asset Management throughout its lifecycle.

  • Apply appropriate Project Management practices and techniques to facilitate meetings with each software selection committee, vendors, IT teams, and It Management.

  • Supervise: conduct planning, analysis/traceability of user requirements, architectures traceability, procedures, and problems to automate or improve existing systems and review cloud service capabilities, workflow, and scheduling limitations.

  • Be accountable for utilizing automated systems used in shipping and receiving work and an understanding how systems work in the accounting of material entering or leaving your organization.

  • Contribute to the IT Asset Management transformation project which entails improving the hardware and Software Asset Management governance and processes across the technology environment.

  • Help to drive a comprehensive go to market strategy aligned with Product Roadmap deliverables and insights from Customer Feedback.

  • Coordinate effective Service Delivery and/or successful project outcomes through appropriate planning, scheduling and direction of resources.

  • Perform functional Requirements Gathering and requirement specification to support interactions with internal and external systems.

  • Ensure your team participates in Financial Management, Asset Management, personal property programs, and Internal Controls projects to address the development of policy, guidelines, and procedures.

  • Control: of systems solutions, management advisory services consultants, systems acquisition, it integrator/administration, and operations specialists.

  • Standardize: monitor all asset and equipment management expenditures, repairs and maintenance, utilization and under utilized equipment and all asset movements.

  • Manage work with the Information Technology and Information security Team to discover innovative solutions to user support delivery issues.

  • Confirm your organization leads a team to ensure all assets under management are properly controlled, and that accurate and reliable information about asset lifecycle status is available when and where needed.

  • Warrant that your project understands the scope of Asset Management processes, function, the items to be controlled, and information that is to be recorded.

  • Audit: client account managers partner with colleagues in organizational sales and client Portfolio management to form a dedicated service team for each assigned client.

  • Methodize: team metrics and Business Analysis analysis of team Performance Metrics, review of departmental business trends and identification of areas of improvement.

  • Ensure that appropriate resources (people, tools, services) and processes are in place to gather and analyze data relating to technology asset life cycles and related processes.

  • Manage work with Business Development management, marketing leaders and sales team to drive consistent alignment, interlock and teamwork to meet demand generation and organization goals.

  • Confirm your strategy evaluates existing Asset Management systems, the design, implementation and management of new systems for efficiency and effectiveness.

  • Confirm your team ensures collection and maintenance of accurate Software Licensing information in repositories to address Software Compliance and inventory.

  • Apply appropriate Project Management practices to initiate, plan, execute, monitor, and complete new software product evaluation and selection projects.

  • Systematize: leverage internal stakeholders from Presales, legal, demand generation and Business Development to drive leads, marketing activities and close deals.

  • Provide expertise in ensuring that software license contracts and agreements, software licenses and software installations and associated linkages are reflected correctly in the ITAM / Software.

  • Pilot: partner with respective SACM resources to design and facilitate the implementation of a detailed CMDB control plan model that ensures sustainable health and Data integrity.

  • CapturE Business requirements, design solution approaches, and ensure that the defined scope meets needs, goals, objectives, and expectations.

  • Be accountable for overseeing Managed Services in place to execute foundational Software Asset Management processes (software license acquisition, license issuance, license entitlement management, reporting and reconciliation, license purchase, surplus management).

  • Be accountable for demonstrating and clearly differentiate the product from the competition focusing on your clear and compelling Value Proposition.


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

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

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

STEP 1: Get your bearings

Start with...

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

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

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

Then find your goals...

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

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Software Asset Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What information is critical to your organization that your executives are ignoring?

  2. Is the Software Asset Management test/monitoring cost justified?

  3. Are the key business and technology risks being managed?

  4. How do you measure lifecycle phases?

  5. How risky is your organization?

  6. How can you improve Software Asset Management?

  7. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Software Asset Management services/products?

  8. For estimation problems, how do you develop an estimation statement?

  9. In what way can you redefine the criteria of choice clients have in your category in your favor?

  10. Can you maintain your growth without detracting from the factors that have contributed to your success?

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

  • The workbook is the latest in-depth complete edition of the Software Asset Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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


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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Software Asset Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Software Asset Management Project Team have enough people to execute the Software Asset Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Software Asset Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

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

4.0 Monitoring and Controlling Process Group:

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

5.0 Closing Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Software Asset Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Software Asset Management and put Process Design strategies into practice according to Best Practice guidelines

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

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

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

This Software Asset Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

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