9. SAM Assessment Engagement
SAM Optimization Model – Maturity levels
BASIC STANDARDIZED RATIONALIZED DYNAMIC
SAM Throughout Project Manager assigned Direct SAM responsibility is SAM responsibilities defined
but SAM roles & identified throughout Each functional group in job descriptions across
Organization responsibilities not defined organization actively manages SAM organization
SAM Improvement No SAM development or SAM plan is defined and SAM Improvement is SAM goals part of executive
Plan communication plan approved demonstrated scorecard; reviewed regularly
Hardware & No centralized inventory or > 68% - 95% of assets in > 95% - 98% of assets in
< 68% assets in central inventory Inventory > 99% of assets in inventory
Software Inventory inventory
Accuracy of Dynamic discovery tools
Manual inventory; no Inventory sources reconciled Inventory sources reconciled provide near real-time
Inventory discovery tools annually quarterly deployment details
License Entitlement Procurement manages Complete entitlement Entitlement records SAM entitlement system
contracts; not accessed by IT records exist across reconciled with vendor interfaces with vendor
Records managers organization records entitlement to track usage
Periodic IT operations managed on Annual sign-off on SAM Quarterly sign-off on SAM System reconciliations and
ad-hoc basis reports reports ITAM report available on
Evaluations demand
SAM Operations SAM not considered part of Operations manages Operations manages All business units follow the
M&A risk plan and company separate asset inventories associated asset inventory same strategy, process &
Mgmt & Interfaces integration technology for SAM
Assets purchased on a per Software purchases based All purchases are made
Acquisition Software purchases use using a pre-defined asset
project basis; without a approved vendors on deployment/entitlement catalog; based on metered
Processes review of current availability reconciliation usage
Deployment Assets deployed by end- Only approved software is Software deployment Software is dynamically
users in distributed locations; deployed reports are accessible to available to users on
Processes no centralized IT stakeholders demand
Software is retired with Unused software is harvested Centrally controlled inventory of Automated process w/ centralized
Retirement (where the license allows) and harvested licenses is maintained & control & tracking of all installed
hardware and is not tracked within a centrally available for reuse. Deployment & software, harvest options, internal
Processes harvested or reassigned controlled inventory license records are updated reassignment and disposal
control. optimize. grow.