This qualification is aimed at experienced SAM practitioners.
The ISEB Software Asset Management (SAM) Certificate syllabus and qualification is designed to provide Software Asset Managers, who work in the typically complex computing environment of medium to large companies, the knowledge to implement and maintain an effective SAM programme.
The Practitioner certificate in Software Asset Management is a five days residential course. This course is delivered by one of three leading consultants within Innovise ESM. Our leading consultant use in depth and practical knowledge to make the sessions more interactive.
The trainer and candidates will use real-world scenarios in order to share their knowledge and appreciate the thin line between theory and practice in SAM. Candidates will also leave the training with a sense of accomplishment and an appreciation of the benefits of being a SAM practitioner.
The five days comprises of:
Lectures supported by presentation slides
Practical sessions
Workshops/Debates
Question & answer sessions
Mock exam
Examination
During the evenings, tutors will be available for extra tuition and guidance on all SAM related subjects.
Course Objectives Holders of the ISEB Practitioner Certificate in Software Asset Management will be able to demonstrate their competence in planning, implementing, and maintaining a SAM programme and have the ability to:
Understand the risks, costs, challenges and benefits associated with SAM
Understand the different types of licensing metrics commonly used by commercial software vendors
Recognise the potential problems that arise when implementing a SAM programme
Gather the appropriate information about the organisation's environment
Make a comprehensive Business Case for SAM
Understand the key SAM processes required to ensure an effective SAM programme
Specify the requirements for evaluating and selecting the correct tools for SAM
Develop and communicate the organisation's Software Policy
Plan for the development and implementation of all relevant SAM policies, procedures and tools
Establish and maintain a SAM database
Understand how to control all activities associated with the software lifecycle
Detect, escalate and manage all exceptions with SAM policies, processes, procedures and licence rights
Manage all relationships within the business and with partners\suppliers to agreed service levels
Continually assess the effectiveness of policies and procedures
Course out line Introduction – 4 hours
Understand the overall business benefits that can be achieved by managing software assets effectively. In addition, understand the risks associated with the mismanagement of these assets.
On completion of this section of the course the candidate should be able to:
Identify the need for SAM and understand the SAM principles
Recognise the industry standards and available best practice
Understand the risks, costs, challenges and benefits associated with SAM
Understand the Scope of SAM – 4 hours
Prior to planning and implementing an effective SAM programme, understand the overall scope, approach, key dependencies, challenges and critical success factors required to deploy SAM effectively.
On completion of this section of the course the candidate should be able to:
Recognise the different stages of the software life cycle
Understand the different categories of software and their associated rights
Recognise all the key relationships and partners associated with SAM
Identify all key dependencies and interfaces required to implement effective SAM
Understand the key SAM processes
Discuss the different approaches and expected outcomes required
Recognise the common challenges and pitfalls of implementing SAM
Identify the importance of awareness and training
Recognise the possible effects on an organisation's culture
Identify how best to implement a SAM project
Making a Business Case – 8 hours
Understand how to gather the necessary information required to document a comprehensive Business Case, detailing how the business would benefit from implementing an effective SAM programme and then being able to communicate to the business.
On completion of this section of the course the candidate should be able to:
Develop a vision and strategy for SAM
Perform a Risk Assessment
Analyse the Gap between current and desired future state
Determine the requirements for SAM
Clearly identify business benefit from SAM
Document the Business Case
Sell the Business Case
Planning – 8 hours
Understand how to prepare for an effective SAM programme, ensuring appropriate preparation and planning is made for the effective and efficient accomplishment of all SAM objectives.
On completion of this section of the course the candidate should be able to:
Identify the scope and size of the task
Identify sponsor and key stakeholder requirements
Develop and prioritise an outline project plan aligned to the Business Case
Establish key objectives and deliverables and milestones
Identify and manage the projects key dependencies
Understand the SAM processes and procedures required
Determine key performance indicators and critical success factor
Identify project resource requirements
Identify and implement a 'Stopgap' process
Produce a communication plan to raise awareness within the organisation
Produce an Implementation Plan
Review the SAM tools and data sources
Define the agreed reporting content and the frequency of distribution
Review and gain commitment to the Implementation Plan with all key stakeholders
Implementation – 8 hours
Understand how to implement the agreed project plan ensuring that the project meets all of the project deliverables.?
On completion of this section of course the candidate should be able to:
Develop an overall software policy encompassing all aspects of software
Understand how to effectively distribute and enforce the software policy
Confirm IT Infrastructure and change controls are in place to ensure SAM tools remain operational
Implement and configure the SAM tools and data sources
Create an effective procedure for the protection and retention of all software licences and media
Implement the agreed SAM processes and ensure roles and responsibilities are effectively assigned
Collect and analyse the software audit data
Establish the organisation's compliance status and understand the procedures to remedy any associated risk
Monitor and review all objectives and measure the deliverables against the defined key performance indicators
Establish and implement service level management for software asset management
Manage the transition from implementation to business as usual.
Establish and Maintain Control – 4 hours
Understand how to establish and maintain the management system and infrastructure within which the SAM processes are implemented and ensure that responsibility for management of software assets is recognised at the corporate board level, and that appropriate mechanisms are in place to ensure the proper discharge of this responsibility.
On completion of this section of the course the candidate should be able to:
Understand how to continually maintain and monitor the SAM processes
Establish a method of continued improvement for each SAM process
Prevent complacency and regression within each process
Understand how to facilitate the SAM processes ensuring that the overall SAM objectives and benefits are being achieved
Understand how to detect, escalate and manage all exceptions to SAM policies, processes, and procedures
Software Licencing Overview – 4 hours
Understand the basics of licencing and recognise the common characteristics of each type of licence agreement.
On completion of this section of the course the candidate should be able to:
Establish when a licence is required
Understand the responsibilities, liabilities and the rights associated with using software
Understand the different types of licence agreements (e.g. perpetual, upgrade, client access licenses and maintenance)
Prevent the procurement of counterfeit software
Understand the software distribution chain and where to go to get license help
Recognise what constitutes a 'Proof of licence'
DocumentationEach candidate will be provided with a training pack containing copies of all course slides. The training pack will also include a full set of practical exercises which candidates will complete during workshops through the duration of the course.
ExaminationThe examination takes place on the 5th day. It is a three hours closed-book written paper, consisting of 5 questions based on 1 scenario. The pass mark is 60%, Distinction can also be achieved with 80%.This qualification is aimed at experienced SAM practitioners.
The ISEB Software Asset Management (SAM) Certificate syllabus and qualification is designed to provide Software Asset Managers, who work in the typically complex computing environment of medium to large companies, the knowledge to implement and maintain an effective SAM programme.
The Practitioner certificate in Software Asset Management is a five days residential course. This course is delivered by one of three leading consultants within Innovise ESM. Our leading consultant use in depth and practical knowledge to make the sessions more interactive.
The trainer and candidates will use real-world scenarios in order to share their knowledge and appreciate the thin line between theory and practice in SAM. Candidates will also leave the training with a sense of accomplishment and an appreciation of the benefits of being a SAM practitioner.
The five days comprises of:
Lectures supported by presentation slides
Practical sessions
Workshops/Debates
Question & answer sessions
Mock exam
Examination
During the evenings, tutors will be available for extra tuition and guidance on all SAM related subjects.
Course Objectives Holders of the ISEB Practitioner Certificate in Software Asset Management will be able to demonstrate their competence in planning, implementing, and maintaining a SAM programme and have the ability to:
Understand the risks, costs, challenges and benefits associated with SAM
Understand the different types of licensing metrics commonly used by commercial software vendors
Recognise the potential problems that arise when implementing a SAM programme
Gather the appropriate information about the organisation's environment
Make a comprehensive Business Case for SAM
Understand the key SAM processes required to ensure an effective SAM programme
Specify the requirements for evaluating and selecting the correct tools for SAM
Develop and communicate the organisation's Software Policy
Plan for the development and implementation of all relevant SAM policies, procedures and tools
Establish and maintain a SAM database
Understand how to control all activities associated with the software lifecycle
Detect, escalate and manage all exceptions with SAM policies, processes, procedures and licence rights
Manage all relationships within the business and with partners\suppliers to agreed service levels
Continually assess the effectiveness of policies and procedures
Course out line Introduction – 4 hours
Understand the overall business benefits that can be achieved by managing software assets effectively. In addition, understand the risks associated with the mismanagement of these assets.
On completion of this section of the course the candidate should be able to:
Identify the need for SAM and understand the SAM principles
Recognise the industry standards and available best practice
Understand the risks, costs, challenges and benefits associated with SAM
Understand the Scope of SAM – 4 hours
Prior to planning and implementing an effective SAM programme, understand the overall scope, approach, key dependencies, challenges and critical success factors required to deploy SAM effectively.
On completion of this section of the course the candidate should be able to:
Recognise the different stages of the software life cycle
Understand the different categories of software and their associated rights
Recognise all the key relationships and partners associated with SAM
Identify all key dependencies and interfaces required to implement effective SAM
Understand the key SAM processes
Discuss the different approaches and expected outcomes required
Recognise the common challenges and pitfalls of implementing SAM
Identify the importance of awareness and training
Recognise the possible effects on an organisation's culture
Identify how best to implement a SAM project
Making a Business Case – 8 hours
Understand how to gather the necessary information required to document a comprehensive Business Case, detailing how the business would benefit from implementing an effective SAM programme and then being able to communicate to the business.
On completion of this section of the course the candidate should be able to:
Develop a vision and strategy for SAM
Perform a Risk Assessment
Analyse the Gap between current and desired future state
Determine the requirements for SAM
Clearly identify business benefit from SAM
Document the Business Case
Sell the Business Case
Planning – 8 hours
Understand how to prepare for an effective SAM programme, ensuring appropriate preparation and planning is made for the effective and efficient accomplishment of all SAM objectives.
On completion of this section of the course the candidate should be able to:
Identify the scope and size of the task
Identify sponsor and key stakeholder requirements
Develop and prioritise an outline project plan aligned to the Business Case
Establish key objectives and deliverables and milestones
Identify and manage the projects key dependencies
Understand the SAM processes and procedures required
Determine key performance indicators and critical success factor
Identify project resource requirements
Identify and implement a 'Stopgap' process
Produce a communication plan to raise awareness within the organisation
Produce an Implementation Plan
Review the SAM tools and data sources
Define the agreed reporting content and the frequency of distribution
Review and gain commitment to the Implementation Plan with all key stakeholders
Implementation – 8 hours
Understand how to implement the agreed project plan ensuring that the project meets all of the project deliverables.?
On completion of this section of course the candidate should be able to:
Develop an overall software policy encompassing all aspects of software
Understand how to effectively distribute and enforce the software policy
Confirm IT Infrastructure and change controls are in place to ensure SAM tools remain operational
Implement and configure the SAM tools and data sources
Create an effective procedure for the protection and retention of all software licences and media
Implement the agreed SAM processes and ensure roles and responsibilities are effectively assigned
Collect and analyse the software audit data
Establish the organisation's compliance status and understand the procedures to remedy any associated risk
Monitor and review all objectives and measure the deliverables against the defined key performance indicators
Establish and implement service level management for software asset management
Manage the transition from implementation to business as usual.
Establish and Maintain Control – 4 hours
Understand how to establish and maintain the management system and infrastructure within which the SAM processes are implemented and ensure that responsibility for management of software assets is recognised at the corporate board level, and that appropriate mechanisms are in place to ensure the proper discharge of this responsibility.
On completion of this section of the course the candidate should be able to:
Understand how to continually maintain and monitor the SAM processes
Establish a method of continued improvement for each SAM process
Prevent complacency and regression within each process
Understand how to facilitate the SAM processes ensuring that the overall SAM objectives and benefits are being achieved
Understand how to detect, escalate and manage all exceptions to SAM policies, processes, and procedures
Software Licencing Overview – 4 hours
Understand the basics of licencing and recognise the common characteristics of each type of licence agreement.
On completion of this section of the course the candidate should be able to:
Establish when a licence is required
Understand the responsibilities, liabilities and the rights associated with using software
Understand the different types of licence agreements (e.g. perpetual, upgrade, client access licenses and maintenance)
Prevent the procurement of counterfeit software
Understand the software distribution chain and where to go to get license help
Recognise what constitutes a 'Proof of licence'
DocumentationEach candidate will be provided with a training pack containing copies of all course slides. The training pack will also include a full set of practical exercises which candidates will complete during workshops through the duration of the course.
ExaminationThe examination takes place on the 5th day. It is a three hours closed-book written paper, consisting of 5 questions based on 1 scenario. The pass mark is 60%, Distinction can also be achieved with 80%.