SAM Advanced – Applying the manager's perspective

Through attending this training you will get to know the models and best practices for processes, roles and system support in Software Asset and License Management.

An effective and efficient Software Asset Management (SAM) is designed on three key levels:  The management level sets objectives and the overall framework, the operational level defines roles and processes, the support level provides automation and organizes competence building. Aligning these three levels and handling the multi-layer dependencies of SAM will challenge the organization with a variety of new tasks.


Optional certification:  „Software Asset- and License Manager” issued by TÜV Rheinland

Box "Ziele"


  • Gain knowhow on managing the organizational and technical integration of SAM based on reference models and best practice solutions

  • Identify main aspects for the establishment of a comprehensive SAM:

    • Lifecycle orientated SAM process model
    • Related SAM roles
    • Technical support system- Tools





  1. Key elements for designing a SAM organization
    • SAM process model 
      • Core processes and interfaces 
      • Approaches and methods for commercial and technical data collection 
      • Software baseline compilation and analysis
    • SAM role model
      • oTypical SAM roles and their allocation within the organization 
    • Collection and processing of relevant data
      • Approaches and opportunities for automation
      • Quality assurance
      • Integration into the IT landscape

  2. Expert topics
    •  License pooling
      • Principles and design elements for SW license pooling
      • Necessary prerequisites
    • Allocation of software costs
      • Determination of relevant software costs
      • Typical cost allocation methods
      • Restrictions from a financial and tax perspective
    • SAM Services
      • Defining SAM services: Make or buy
      • Managing the service provider

Recommendation for further training

Advanced Know-how

SAM Baseline I:
Analyzing the licensing situation

In this training course you will learn how to create and analyze license balances, with focus on the vendors IBM, Microsoft, Oracle and Adobe.

Advanced Know-how

SAM Contract:
Interpreting software license agreements

Find out how to prepare, negotiate and conclude a perfectly suited Software License Agreement for your company.

Expert Know-how

SAM Audit:
Structuring software sendor audits

Experience the different approaches to achieve legal security in the area of Software Asset and License Management.

Expert Know-how

SAM Outsourcing:
Using third parties for line operations

Get to know the conceptual, legal and commercial facets of outsourcing Software Asset Management (SAM) processes.