Categories: IT

Software Asset Management Best Practices: SAM Solution Selection

As NPI provides SAM-related services to our clients (license position assessments, software audit defense, etc.) and compliance issues are revealed, we’re often asked which SAM solution and tools should be considered to help enterprises up their SAM game. There are many credible solutions available in the SAM community, and the best choice will depend on the organization’s unique business, technical and SAM requirements.

As part of our ongoing coverage of software asset management best practices, we explore several  foundational areas to consider at the beginning of your SAM solution selection process. These criteria will enable SAM leaders to quickly narrow the options to consider when selecting a SAM solution – whether a platform, managed service, or other tool.

5 Considerations to Guide You When Choosing a SAM Solution

1. Software Estate Size & Environment Characteristics

Size, complexity, frequency of change and the primary software vendors in the environment comprise one set of core factors. Carefully consider each of these dimensions when determining platform or managed service compatibility.

2. Ability to Provide Discovery Data Required for Audit Defense

An understanding of the data elements required to successfully meet the needs of 3rd party auditors is critical to SAM solution selection and implementation - inspect capabilities in this area.  And even if the tool or service supports the data you need, remember that If not configured properly SAM modules such as those from ITSM providers lack the ability to report critical data required for internal and external license audits, meaning compliance accuracy can be compromised. Identify those system generated reports that can fill any gaps or compliment the output from the tool.

3. Upstream & Downstream Process Alignment

Carefully review the inputs and outputs expected of the SAM function. Will the SAM platform/tool be integrated with the software request and release processes? Will SAM data be a feed to the CMDB? Make sure the tools or services you are considering are compatible with your processes and technical infrastructure.

4. Reporting Expectations

All of the leading SAM solutions have powerful reporting and analytic capabilities. What is the analysis that is most important to your organization?

5. SAM Organization Design

Consider the level of investment required to execute the SAM operational agenda. Given the way the tool or service works, do you have funds for the personnel required to monitor and maintain the SAM data, participate in process interactions, and support SAM operational activities? Effective management of entitlements and ongoing reconciliation activities requires manpower in addition to a platform or other solution.

Software Asset Management Best Practices to Optimize Your SAM Strategy From the Ground Up

Software asset management requires strategy, processes, tools, vendor pricing and licensing intel, and – most of all – discipline. The degree of SAM maturity depends on the business and it varies widely. One thing that doesn’t vary, however, is the important role it plays in helping companies minimize or eliminate vendor overpayment, license underutilization and software license audit risk. If you need help in any of these areas, NPI’s software asset management experts can help.

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Meredith Burnthall

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Meredith Burnthall

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