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ISO19770-1

SAM Tooling Requirements Verification Process Video

March 31, 2026 / By Antonia Constantin

This process focuses on ensuring that the scope of your SAM suite reflects the scope identified in the SAM plan and identifies the technologies that need to be managed within that scope. Once the specific tooling requirements have been established, this plan also develops KPIs to allow you to verify that the SAM suite is...

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Licence Management

Inventory Importation Process

February 26, 2026 / By Kylie Fowler

The Inventory Importation process is the counterpart to the Entitlement Importation Process. It is designed to ensure you have accurate inventory data so that you can match it to the entitlement data for use in the License Pool Management process.
Software lifecycle

Software Rationalisation Process

November 7, 2025 / By Kylie Fowler

The software rationalisation process aims to standardise and simplify an organisation’s software estate by systematically reducing the number of versions of individual software titles installed, and the number of software titles performing the same or similar functionality on the estate. Watch the video for more information.
ISO19770-1

Awareness and Communication Process

September 14, 2025 / By Kylie Fowler

Success in ITAM doesn’t just come from great tools—it comes from great communication. Our latest video explores how to build an effective ITAM communications plan that keeps everyone aligned, engaged, and informed. Whether you’re rolling out new processes or celebrating wins, your messaging matters. When stakeholders understand how their actions contribute to ITAM success, momentum...

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IT asset procurement

Invitation to Tender Process

September 27, 2024 / By Kylie Fowler

This process will help you unlock the full potential of your software investments. It ensures your large software contracts are negotiated with precision and that you benefit from a competitive tender process designed to maximise value.
Software lifecycle

Software Approvals Process

June 12, 2024 / By Kylie Fowler

The Software Approval Process ensures that all software titles align to the organisation’s enterprise technology framework (ETF), do not pose an information security risk, will not cause any technical problems, for instance because of application or hardware incompatibilities, and has an appropriate management or service wrap to support it.
IT asset procurement

Vendor Onboarding Process

April 24, 2024 / By Kylie Fowler

The Vendor Onboarding Process looks to extend the fine work conducted by the Software Approvals Process by ensuring we can support the software effectively. We have called this the vendor onboarding process because license management procedures, particularly those relating to the management of software contracts and license compliance, are focused on managing vendors rather than...

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Data management

Corporate Governance Process

March 22, 2024 / By Kylie Fowler

Many software asset managers feel they lack the clear commitment of senior management who assume that the deployment of a SAM suite is all that is required to build a best-in-class SAM function. When this is the case, a switch to a top down approach, focusing on implementing good governance, can really help make a...

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Licence Management

Inventory Importation Process

January 19, 2024 / By Kylie Fowler

Accurate inventory data is the foundation on which all SAM benefits are based. Watch our video to learn more on the matter.
Licence Management

Entitlement Importation Process

July 14, 2023 / By Antonia Constantin

In theory, this process is straightforward; the objective being to simply capture entitlements acquired through the software purchase process and upload them into the SAM suite. However, in reality, it is easy to get this process wrong with significant ongoing consequences for the accuracy of your effective license positions (ELPs).