Why Conduct a SAM Baseline Assessment?
It’s always beneficial to have an accurate view of your software and licensing landscape. Organizations are particularly motivated when a new CIO comes on board or there are staff changes. It’s also very common for large licensing agreements, for example a Microsoft Enterprise agreement, to hold annual “true-ups”. This orchestrated activity highlights payments due for the previous year add-ons. This can be a cumbersome ordeal and is a perfect time to offload the burden of preparation.
What We Do
- Step 1: Evaluate the estate and inventory what is licensed, what is installed, and how it is installed.
- Step 2: Compare the categories in Step 1 to identify gaps, inconsistencies, and group by characteristics.
- Step 3: Analyze the information collected in Step 2 to identify where things are spot on, where things are short, and where things are over. List the variances.
- Step 4: Reconcile the variances between what is owned versus what is installed, identify the instances, and create a plan to deal with all outcomes in Steps 1—3.
Our team of experts leads this analysis, and work is completed in 30—45 days. Our team also conducts the reconciliation and presents the results and findings. The final phase requires more intense activity around building an action plan.
In recent years, software publisher licensing rules have become especially convoluted. As a result, the tendency for non-compliance either from a shortfall perspective or overage perspective is on the rise. A SAM engagement is designed to alleviate both risks at the same time. If the process finds that there are not enough licenses to cover activity, you may have to remedy that shortfall with some out of pocket expenses. However, there is an even stronger possibility that you are actually paying for unused or under-utilized software. Those overages can yield potential cost savings.
Clarity and visibility into any environment is critical. Every environment is fluid due to time, users, and vendor oversight. Ideally, this should become a repeatable process on an annual, biannual, or even quarterly basis—whatever makes the most sense for your organization.
Resources and Expert Guidance
Our resident Microsoft authority Lane Shelton, VP of Software Business Development, has dedicated an entire podcast to the SAM Assessment process. Don’t miss his coverage on achieving accurate software asset inventory, securing and protecting any IT environment, and how to get on a clear-cut path to maintaining full licensing.
To learn more, please complete this Information Request Form or contact an Account Manager at 1-800-800-0014.