Introduction into Software Asset Management (SAM)

Introduction into Software Asset Management (SAM)

Introduction into Software Asset Management (SAM)

What is SAM?

Language: english

Note: 0/5 (0 notes) 202 students  New course 

Instructor(s): Oleksiy Akimov

Last update: 2022-11-21

What you’ll learn

  • What is Software Asset Management (SAM)
  • What is Software Asset Managemenent needed for
  • What is commercial and technical inventory data
  • What license statement consists of
  • How to create a license statement (effective license position / ELP)
  • What can you expect of a SAM tool
  • What happens during a software licensing audit



  • This course is designed as an introduction into Software Asset Management
  • No expertise with software licensing or IT infrastructure is required



Learn the basics of comprehensive and effective software asset management (SAM) – from gathering of the requirements to creation of the software license balance sheet.

Proof of software license compliance commonly presents organizations with challenges. Software asset management supports you in obtaining a comprehensive overview of the current license position and in making both the commercial license inventory and the actual use transparent. However, this requires specific specialist knowledge, for example on publisher-specific licensing terms, performing inventory of the technical software inventory or efficient processes to create license balance sheets.

The contents of this training are based on Deloitte’s best practices from numerous SAM projects with organizations of varying sizes and industries.

In this course you will learn how to differentiate between license management and software asset management and what software asset management consists of. Building on this foundation, we will examine the commercial and technical data as the basis for a license balance sheet, review the basic data sources and demonstrate the procedure for creating a software license balance sheet. Finally, we’ll use Microsoft products as an example on how to optimize a license position by applying downgrade rights.

We’ll take a look at SAM tools: what can they do and how can these tools be integrated into existing IT landscapes. We’ll focus on understanding of the specific data types.

With the Deloitte SAM Basic training, you will fulfil the prerequisites for better understanding of software asset management and applying it within your organization.


Who this course is for

  • This training is intended for those who work in IT, Legal, Procurement, Controlling and require an extended overview in Software Asset and License Management in an enterprise


Course content

  • Introduction
    • Introduction
    • Content overview
  • What do we mean by Software Asset Management
    • Introduction into Software Asset Management
  • What do we need SAM for
    • Value contribution of Software Asset Management
  • Commercial data
    • What is commercial data
  • Technical data
    • What is technical data
  • License Statement
    • What can I read in a license statement
  • License Balance Sheet
    • How to prepare a license balance sheet
  • SAM Tools
    • What can and can’t a SAM tool do
  • Software licensing audit
    • What should you (not) do after receiving an audit letter
  • Summary
    • Summary



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