The document outlines best practices for Software Asset Management (SAM), detailing the four tiers of SAM maturity from basic inventory to full ISO conformance. It emphasizes the importance of effective management, control, and protection of software assets throughout their lifecycle, covering processes, roles, and compliance. Additionally, it discusses the framework of ISO 19770-1 and suggests operational improvements through practical management and strategic integration.

1. 1 © SoftwareONE AG 2015 | Confidential
SAM Best Practice in Action
Friday 22ndJanuary 2016
Michael Paling
SAM Consultant, SoftwareONE
www.softwareone.com
@SoftwareONEuk

2. 2 © SoftwareONE AG 2015 | Confidential
The 4 Tiers of SAM Maturity
What is Software Asset Management1
SAM Best Practice in Action | Content
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5 Questions
The 4 P’s and the 4 Tiers of SAM Maturity
SAM Process Examples

3. What is Software Asset Management?
“…all of the infrastructure and processes necessary for the effective management,
control and protection of the software assets…throughout all stages of their lifecycle.”
Frameworks:
• ISO 19770-1
• ITIL v3

4. SAM Process Examples
Organisational Management Processes for SAM
4.2 Control Environment for SAM
Corporate Governance
Process for SAM
Roles and
Responsibilities for SAM
Polices, Processes and
Procedures for SAM
Competence in SAM
4.3 Planning and Implementation Processes for SAM
Planning for SAM Implementation of SAM Monitoring and Review
of SAM
Continual Improvement
of SAM
Core SAM Processes
4.4 Inventory Processes for SAM
Software Asset
Identification
Software Asset
Inventory Management
Software Asset Control
4.5 Verification and Compliance Processes for SAM
Software Asset Record
Verification
Software Licensing
Compliance
Software Asset Security
Compliance
Compliance Verification
for SAM
4.6 Operations Management Processes and Interfaces for SAM
Relationship and
Contract Management
for SAM
Financial Management
for SAM
Service Level
Management for SAM
Security Management
for SAM
Primary Process Interfaces for SAM
4.7 Life Cycle Process Interfaces for SAM
Change Management
Process
Software Development
Process
Software Deployment
Process
Problem Management
Process
Acquisition Process Software Release
Management Process
Incident Management
Process
Retirement Process
ISO19770-1 SAM processes

5. The 4 Tiers of SAM Maturity
Trustworthy Data – Knowing what you have so you can manage itTier 1
Full ISO Conformance – Achievingbest in class strategic SAMTier 4
Tier 3 Operational Integration – Improving efficiency & effectiveness
Tier 2 Practical Management – Improving management controls & driving immediate benefit

6. The 4 P’s and the 4 Tiers of SAM Maturity
Full ISO Conformance – Achievingbest in class strategic SAM
Trustworthy Data – Knowing what you have so you can manage itTier 1
Tier 2
Tier 4
Tier 3 Operational Integration – Improving efficiency & effectiveness
Practical Management – Improving management controls & driving
immediate benefit

7. Product Process
PartnersPeople
The 4 P’s and the 4 Tiers of SAM Maturity
Inventory, Recognition, & Licence Management
Reporting & Controls
Integration into help/service desk
End to End automation
Inventory & Verification Process
Organisational Management
Operational Management & Integration
All remaining processes
Knowledge on SAM tools, & Publisher SME’s
SME’s to interpret reporting & advise on ‘Best
Experience’
Consider benefits of Outsourcing to SME’s
Independent Conformance Verification
Single Point of Responsibility, Input from SME’s
Roles & Responsibilities for Organisational
Management
Broaden R&R to wider IT & non-IT
Formalising all R&R (i.e. RACI matrix)

8. Questions

9. Upcoming Webinars

10. 10 © SoftwareONE AG 2015 | Confidential
www.softwareone.com
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