ITAM Surgery — 3‑Day Diagnostic & Action Plan
When you need certainty fast.
If you need clarity regarding how your ITAM is working, or are worried about audit exposure, in just three days we’ll baseline your ITAM maturity, align stakeholders, and hand you a practical, prioritised improvement roadmap built on proven processes.
For senior IT leaders, ITAM surgery delivers the certainty and defensible evidence base you need to manage risk and satisfy regulators. For your ITAM team, it’s independent validation of their work, a structured improvement framework, and a roadmap to own and present upward.
The problems we fix
ITAM spans procurement, legal, finance and operations. Gaps generally reflect the absence of a joined-up framework rather than individual or team shortcomings.
- Blind spots: You don’t know where risks are, or what to tackle first.
- Vendor audit exposure: fear of unbudgeted £££ liabilities.
- Regulatory audit failings: concerns around policies/processes for DORA, NIST, FFIEC audits.
- Prioritisation: what to fix now vs later.
- AI readiness: need to use AI to cut costs? That requires solid processes and clean data first.
What you’ll get
We work directly with ITAM and ITSM practitioners, drawing on what they already know, to build out a concrete actionable process improvement roadmap.
- Maturity Assessment: Maturity snapshot with strengths, gaps, and risks, using the Licenseware’s industry-recognised Self-Assessment Service (SAS).
- Knowledge & Confidence: Leadership‑ready summaries (detailed, team, and executive views) you gives your team the evidence and language to make the case upward.
- Prioritisation: a Now / Next / Future roadmap aligned to the findings of the maturity assessment.
- Process walk-throughs: Top‑10 processes to improve—sequenced against your business drivers.
- ITAM Accelerate Process kit: 44 template HAM and SAM processes modelled in MS Visio for future customisation.
- Optional Estate Analysis: evidence‑backed vendor insights regarding unused software, unsupported versions, and licence risks.
Agenda (3 days)
Day 1
Strategy & Baseline
- ITAM Strategy Workshop to anchor priorities:
- 1 hour; senior management + ITAM team.
- Maturity Assessment walk‑through.
- ITAM/operations.
- Deliverable: SAS Detailed Findings Report.
- Reflects your team’s responses and initial findings.
Day 2
Results & Priorities
- Maturity Assessment results review; benchmark capability, locate key risks and control gaps.
- ITAM/operations.
- Identify the top‑10 processes that will move the dial fastest against your business drivers.
- ITAM/ operations.
- Deliverables: SAS Summary Report + ITAM Process Kit (44 processes) to underpin improvement work.
Day 3
Process Walk‑throughs & Wrap‑up
- Walk‑throughs for the Top‑10 processes: roles (RACI), inputs/outputs, and “what good looks like”.
- ITAM/operations.
- Wrap‑up; present key insights, validate priorities and agree success measures.
- 1 hour; senior management + ITAM/ operations.
- Deliverables: SAS Executive Summary + Process Improvement Roadmap.
Optional
(Days 4–5)
Estate Analysis & Process Deep‑Dive
- Licenseware Software Inventory Manager (SIM) and NEO (AI licensing report assistant) introduction.
- 1 hour; ITAM/operations.
- Upload inventory and entitlement (if available) data into SIM; run Licenseware NEO reports aligned to your organistation’s strategic priorities.
- Explore key findings, including software rationalisation opportunities, key risks, etc.
- Process Deep Dive: “personalise” 5 processes so they align to your organisation’s operating model, tooling architecture and business drivers.
- Wrap-up: present SIM and NEO data insights aligned to the organisation’s strategic priorities.
- 1 hour; senior management + ITAM/operations.
- Deliverables: NEO Insights Report.
Who it’s for
- Senior IT managers who need a defensible, evidence-based view of ITAM performance to satisfy regulators, manage audit exposure, and demonstrate control across DORA, NIST, FFIEC requirements.
- ITAM and operations teams who want independent validation of their current approach, a structured framework to build on, and a prioritised improvement roadmap they can present to leadership with confidence.
- IT operating officers and service management leaders responsible for CMDB quality, who need to understand where misalignment between ITSM, HAM, SAM and cloud processes is creating risk or undermining data confidence.
- Organisations building towards AI-enabled ITAM who recognise that realising AI’s efficiency benefits depends on having clean data and mature processes in place first.
Time & effort
- Core Surgery: 3 days for ITAM / operations teams.
- Optional Deep‑Dive: +2 days.
- Senior sponsorship effort: 2 x 1‑hour senior management sessions on Day 1 and Day 3; + 1 hour Day 5 (optional).
Next steps
Book a 30-minute conversation to see whether ITAM Surgery is the right fit.