Course
digicode: H42484
Professional Software Asset Management
Course facts
Download as PDF- Understanding the fundamentals and core processes of Software Asset Management (SAM) in accordance with ISO 19770
- Tracking and managing software assets, contracts, and licenses in a systematic manner
- Identifying cost-saving opportunities and avoiding licensing and compliance risks
- Developing practical templates, checklists, and an individual SAM roadmap tailored to the organization
1 Introduction to Software Asset Management
- Overview: costs, compliance, and negotiating position
- Proactive vs. reactive SAM
- Typical challenges in medium-sized companies
2 Fundamentals of Software Licensing
- License types and models (named user, device, subscription, cloud, open source)
- The «golden rules» of licensing: «No software without a license, no license without a need.»
- Contractual basics & pitfalls (contracts, usage rights, compliance management)
3 Assessment & Inventory
- The license balance sheet: Invoices, contracts, tracking
- SAM tools, overview, and selection criteria
- Building a software catalog
4 Costs & Savings Potential
- Typical cost drivers in the software landscape
- Shadow IT – what’s possible?
- Examples of cost optimization
- Quick wins with Microsoft and SAP
5 Roles, Guidelines & Procedures
- Tasks and responsibilities (IT, Procurement, Controlling)
- Interfaces with other areas of the organization
- Role structure and assignments
6 SAM Processes According to ISO 19770
- Overview of ISO 19770-1: terms, assessment levels, core processes
- Lifecycle management: from procurement through use to uninstallation
- Documentation and reporting
7 Contract, Vendor Management & Audits
- Understanding and negotiating contracts
- Dealing confidently with vendors (Microsoft, Oracle, SAP, etc.)
- Cost management & forecasting
- Checklist: audit preparation & response strategies
8 Embedding SAM in the organization
- Demonstrating the benefits (ROI, risk minimization) and presenting a compelling case to senior management
- SAM strategy/roadmap for your own company
The workshop combines insights with hands-on exercises, peer learning, and template-based work.
You’ll work with, among other things:
- Checklists and maturity assessment tools (e.g., SAM self-assessment, audit preparation)
- Excel templates and decision matrices for software catalogs and tool selection
- Best-practice examples from Microsoft, Oracle, and SAP environments
IT staff, ITSM managers, and employees in IT procurement or IT controlling who want to establish or optimize a SAM practice.
Companies that do not yet have an established SAM team or want to train new team members.
There are no formal prerequisites for this course.
We recommend booking at least 14 days before the seminar date so that you can receive any documents by post in good time.