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, rights of use, compliance management).
3. Stock-taking & inventory
- The license balance sheet: invoices, contracts, recording.
- SAM tools, overview, and selection criteria.
- Development of a software catalog.
4. Costs & potential savings
- Typical cost drivers in the software landscape.
- Shadow IT – what is possible?
- Examples of cost optimization.
- Quick wins with Microsoft and SAP.
5. Roles, policies, and procedures
- Tasks and responsibilities (IT, purchasing, controlling).
- Interfaces to other areas of the company.
- Structure roles and assignments.
6. SAM processes according to ISO 19770
- Overview of ISO 19770-1: Terms, assessment levels, core processes.
- Life cycle management: from procurement to use to uninstallation.
- Documentation and reporting.
7. Contract, vendor management, and audits
- Understanding and negotiating contracts.
- Confident dealings with manufacturers (Microsoft, Oracle, SAP, etc.).
- Cost management and forecasting.
- Checklist: Audit preparation & response strategies.
8. Embed SAM in the company
- Make the benefits visible (ROI, risk minimization) and present them to management.
- SAM strategy/roadmap for your own company.