About Software Asset Management Practitioner

Who should take this training?

The course will primarily benefit those already involved in the areas of SAM including IT process/asset managers and software compliance managers. Delegates with no SAM background may find it beneficial to attend the British Computer Society (BCS) Certificate in Software Asset Management Course. Contact URM for more information.

Course Outline

Introduction to SAM

The scope of SAM including benefits, risks and costs

What is SAM including the development of SAM and the software lifecycle

How SAM fits into the organisation’s culture including awareness and training


The business case

Conducting a compliant risk assessment

Creating an appropriate business case for implementing SAM


Planning for SAM

Establish the scope and size for SAM

Define all objectives, KPIs, CSFs and deliverables

Identify resource requirements and implementation plans



Establish a software policy

Change controls for SAM tools

Manage the software licences

The software audit

Measure against objectives

The transition to business as usual (BAU)


Establishing and maintaining controls

Maintain and monitor the processes

Establish a method of continuous improvement

Detecting, escalating and managing exceptions

What is a licence and when it is required?

Licence types

The distribution chain

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