Course Description:

The IAITAM Certified Software Asset Manager (CSAM) Course provides a foundation for managing software assets, as well as knowledge of the ever-changing variables that occur within the field. From software piracy and compliance issues, to legislation and organizational challenges, it is necessary to evaluate both the external and internal forces that are bringing changes to how organizations manage their IT Assets. A successful Software Asset Manager must look at the overall Goals of the organization and determine where Software Asset Management can play a strategic role in achieving those Goals. In this Course, students will learn Best Practices in Software Asset Management, as well as the when and why to question why something should or should not be done, how to clearly identify Goals, and how to quantify success.

Course Topics:

● Introduction to IAITAM

● Instructor Introduction

● Student introductions

● ITAM Code of Ethics

● Description of a CSAM

● Overview of the ITAM Program

● IAITAM Key Process Areas

● Communication and Education

● Policy and Procedures

● Compliance Management

● Software industry member organizations

● Compliance preparations

● Proactive vs. Reactive SAM

● Software Licensing

● License types

● Discovery and Repository tools, Uninstall tools

● Cost Savings and Benefits

● Acquisitions & Negotiations

● Terms and Conditions

● Finance Management

● Software Management

● Forecasting

● Business Continuity & Contingency planning

● Leadership Changes

● Litigation

● Documentation & SAM

● Disaster Planning and Recovery

● Compliance Factors

● Contracts & EULA

● Lifecycle Management

● Vendor Management

● Data Security

● Disposal Process

● Project Planning

● Change Management

● Questions and Review Before Exam

Learning Goals:

● Implement and build controls for software inventories, ultimately linking licensing, usage, locations and documentation for all software products

● Maintain visibility into software asset Processes and build controls for software assets throughout the lifecycle to uncover more savings and value while reducing support and rollout costs and maintain compliance

● Develop, implement and promote Policies, Processes and procedures for software acquisitions, installations, usage and disposition

● Ensure that all parties understand and adhere to legal Requirements for using software

● Provide the correct applications to the specified users at optimal intervals to obtain the Best value and to eliminate unnecessary software products

● Utilize available resources to solve problems, being aware that Software Asset Management (SAM) issues interrelate and impact important business Objectives

● Enact and maintain a proactive Software Asset Management program or continually work towards replacing reactive Processes

● Use software Policies, Processes and procedures to identify and thwart software piracy and theft

● Provide strategic direction to the creation and maintenance of an effective Vendor

● Management program

● Empower, train and support all assigned Asset Management personnel

● Build and nurture productive relationships with all other business units, both those that have interaction with the IT business functions and those that are customers

● Encourage and maintain executive Management support for all IT related endeavors

● Provide employee awareness of Software Asset Management

● Conduct responsibilities and tasks in support of the CITAM

Course Agenda:

Day 1

● Introduction to IAITAM

● Instructor Introduction

● Student introductions

● ITAM Code of Ethics

● Description of a CSAM

● Overview of the ITAM Program

● IAITAM Key Process Areas

● Communication and Education

● Policy and Procedures

● Compliance Management

● Software industry member organizations

● Compliance preparations

● Proactive vs. Reactive SAM

● Software Licensing

● License types

● Discovery and Repository tools, Uninstall tools

Day 2

● Cost Savings and Benefits

● Acquisitions & Negotiations

● Terms and Conditions

● Finance Management

● Software Management

● Forecasting

● Business Continuity & Contingency planning

● Leadership Changes

● Litigation

● Documentation & SAM

● Disaster Planning and Recovery

● Compliance Factors

● Contracts & EULA

● Lifecycle Management

● Vendor Management

● Data Security

● Disposal Process

● Project Planning

● Change Management

● Questions and Review Before Exam

Who can Attend?

The two-day CSAM Course is designed for those individuals with minimal to no experience in the field of Software Asset Management. It is essential Learning for beginning IT Asset Managers and other IT professionals involved in asset Management, resource budgeting, finance, software licensing, contract Management and strategic planning.