CSAM Outline
Module 00: Certified Software Asset Manager (CSAM)- Course Introduction
Module 01: IT Asset Management (ITAM) Profession Introduction
- International association of IT Asset Managers (IAITAM)
- 12 Key Process Areas (KPAs) in Certified Mobile Asset Management
- IT Asset Management as a Profession
- Exercises: Communication Styles Assessment & KPAs Assessment
Module 02: Communication Styles Assessment & KPAs Assessment Discussion
Module 03: Advocating for your IT Asset Management Program
- Communication
- Education
- Policy Management
Module 04: Compliance Management
- Using Software to the Letter of the Law
- You Don’t Own the Software; You Just Own the Right to Use it
- You Are Being Monitored
Module 05: Creating a Compliance Management Approach
- How to prepare for a compliance event
- What documents are needed for compliance?
- Due diligence needed to build a compliance process
- Quiz: Compliance Requirements for Software
Module 06: Proactive versus Reactive Software Asset Management (SAM)
- Adhoc and Chaotic SAM
- Audit Letters
- Responding to an Audit Letter
- Preparing for the Dreaded Audit Letter
Module 07: Software License Management
- License Management Processes
- License Document Management
- License Types
- Quiz: Being Proactive
Module 08: Automation
- Tools for SAM
- Enable Predictability in Outcomes
- Choosing the Right Tool
- What Tools Can Do You
Module 09: The Software Acquisition Best Practices
- Starting with the Request
- Standards versus Non-standards
- More Acquisition Best Practice
Module 10: The Software Acquisition Process
- Benefits of SAM
- Savings Opportunities
- Analytical SAM
- Exercise: How Does Software Get Into Your Organization?
Module 11: Exercise Review: How Does Software Get Into Your Organization?
Module 12: Why You Should Negotiate Your Software Purchases
- Creating Terms Favorable to your Organization
- Setting the Legal Standard for Software
- What to do if You Can’t Negotiate
Module 13: Lawyers, Agreements and Terms
- Understanding License Agreements
- Must have Terms and Conditions
- Working with Lawyers
Module 14: Artifacts of IT Assets (AKA Documentation)
- Why are documents so important?
- The Lifecycle of SAM Documents
- Documentation as an IT Asset
- Exercise: Where is Your Documentation?
Module 15: Exercise Discussion: Where is Your Documentation?
Module 16: Vendor Management
- Vendor Management Processes
- Vendor Management Roles and Policies
- Advantages to Managing Your Vendors
Module 17: Managing Vendors and Hardware Role in SAM
- Vendor Offerings and Removal
- What You and the Hardware Asset Manager Have in Common
- Collecting Feedback on Your Vendors
Module 18: Introduction to Project Management
- Why Use Project Management with SAM
- Project Management Offices (PMO) and SAM
- Project Planning Approaches
- Quiz: Project Management