Course level: PCSLA | Practitioner Certificate Course

Overview of Software License Agreements Course (classroom course)
Demonstrate your competence in understanding and structuring software license agreements by earning the Practitioner Certificate in Software License Agreements (PCSLA). PCSLA is for IT pros, consultants and corporate staff who want to learn the basics of software license agreements (SLAs). With your guide, David Ochroch, one of the world's leading experts on software license agreements, we'll show you how to how to review and analyze important terms and conditions.

This course is designed to be an introduction to SLAs for a broad audience and provide a solid foundation, even for individuals with no legal or contract management expertise. PCSLA is structured this way because organizations of all sizes, industries and countries have a need to manage software. In fact, today the wide variety of individuals involved in IT service management—from software and hardware inventory, to purchasing, technical support, contract management and legal services—could all benefit from a solid foundation in software contract management practices.

We assume that attendees will have basic familiarity with business concepts and experience in a commercial, government or educational work environment.

What you'll learn
This course will help you master the 10 essential areas of a software license agreement. We present the material in plain English in the form of questions to ask and points to consider during the negotiation or contract evaluation process. For example:

1. What software and services are you buying?
2. What usage (licensing) rights come with the software?
3. Where is the software running and who controls it (application service provider (ASP), software-as-a-service (SaaS), virtualization)?
4. When will you pay for the software?
5. How much does the software cost now and how much might the software cost later?
6. What happens if there is a dispute or suspected contractual variance?
7. What happens if the relationship ends or changes?
8. What common terms (“boilerplate”) help define a complete legal agreement?
9. For custom development or custom implementation, what constitutes acceptance of the customized software? Who will support and control the customizations?
10. Hot topics review: SaaS, virtualization, service level agreements and cloud computing

We'll review a sample license agreement template, related schedules referring to fees, maintenance and ASP/SaaS provisions, plus a glossary of terms. Each section includes quizzes or exercises to help you apply the concepts to real-life situations.

The expert instructor
David Ochroch has twenty years of IT procurement and software asset management experience, working for Fortune 500, large governmental and non-profit organizations. David is a well-known lecturer on software contract negotiation strategies for organizations, such as IBSMA, Share(IBM) and CAUCUS. For more on David, click here.

Course format
The course length is one day from 8:30 am to 5:30 p.m. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCSLA certificate.

The course is also available for on-site instruction.

Dates and times
See above.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

Overview of Software License Agreements Course (online on-demand course)
Demonstrate your competence in understanding and structuring software license agreements by earning the Practitioner Certificate in Software License Agreements (PCSLA). PCSLA is for IT pros, consultants and corporate staff who want to learn the basics of software license agreements (SLAs). With your guide, David Ochroch, one of the world's leading experts on software license agreements, we’ll show you how to how to review and analyze important terms and conditions.

Note: The course and recording were updated in August 2017.

This course is designed to be an introduction to SLAs for a broad audience and provide a solid foundation, even for individuals with no legal or contract management expertise. PCSLA is structured this way because organizations of all sizes, industries and countries have a need to manage software. In fact, today the wide variety of individuals involved in IT service management—from software and hardware inventory, to purchasing, technical support, contract management and legal services—could all benefit from a solid foundation in software contract management practices.

We assume that attendees will have basic familiarity with business concepts and experience in a commercial, government or educational work environment.

What you'll learn
This course will help you master the 10 essential areas of a software license agreement. We present the material in plain English in the form of questions to ask and points to consider during the negotiation or contract evaluation process. For example:

1. What software and services are you buying?
2. What usage (licensing) rights come with the software?
3. Where is the software running and who controls it (application service provider (ASP), software-as-a-service (SaaS), virtualization)?
4. When will you pay for the software?
5. How much does the software cost now and how much might the software cost later?
6. What happens if there is a dispute or suspected contractual variance?
7. What happens if the relationship ends or changes?
8. What common terms (“boilerplate”) help define a complete legal agreement?
9. For custom development or custom implementation, what constitutes acceptance of the customized software? Who will support and control the customizations?
10. Hot topics review: SaaS, virtualization, service level agreements and cloud computing

We'll review a sample license agreement template, related schedules referring to fees, maintenance and ASP/SaaS provisions, plus a glossary of terms. Each section includes quizzes or exercises to help you apply the concepts to real-life situations.

Note: This is an online on-demand (Web) course. The Web course covers the same material as the classroom course, although we will not complete the team exercises. The instructor will review the exercises and use real-life examples to address key points.

The expert instructor
David Ochroch has twenty years of IT procurement and software asset management experience, working for Fortune 500, large governmental and non-profit organizations. David is a well-known lecturer on software contract negotiation strategies for organizations, such as IBSMA, Share(IBM) and CAUCUS. For more on David, click here.

Course terms of use
The course is available for registration. Note: Course materials and recordings may be shared with individuals in the same company or organization. Multiple concurrent logins prohibited. This is a single user license. Do not reproduce or share materials or recordings with others outside of your company. Proof of license or registered use may be requested and unauthorized users will be required to purchase a license. Unauthorized use or redistribution will be prosecuted to the full extent of the law. You have three months from the beginning date of your subscription to take the exam.

Course level: PCOLM | Practitioner Certificate Course

Overview of Oracle License Management Course (classroom course and online on-demand course)
Oracle software products are among the world's most powerful and complex. IT professionals at all levels often struggle to understand the depths of Oracle licensing options and compliance features.

This course will empower you to make informed decisions on licensing and managing your Oracle software. The content covers not only the fundamentals of Oracle software licensing, technical support polices and software asset management, but also the essentials of server architecture, licensing and compliance concepts.

This course is ideal for beginners to experienced software license managers. In fact, anyone responsible for acquiring and managing Oracle software in the most cost effective and compliant way possible, including database and system administrators, contracts and procurement personnel, software license managers and IT managers, will benefit. Note: Sun hardware and maintenance concepts will not be covered.

What you'll learn
Here, you will master 10 critical areas of Oracle software license management. We use a combination of lecture, discussion and exercises to help you relate the material everyday situations. Each module presents Oracle handouts and practical tips for applying the concepts. At the completion of this course you'll understand Oracle products, purchasing, metrics, contracts, licenses, compliance programs, preparing for an audit and much more. Click here for the detailed course outline.

The expert instructors
Our instructors are Oracle licensing and compliance professionals with in-depth knowledge and experience with Oracle licensing and audit practices. For more on our instructors, visit Professional Profiles. Note: Instructor varies by location. Check with IBSMA for instructor details.

Course format
The course length is one day from 8:30 a.m. to 5:00 p.m. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA’s PCOLM certificate.

The PCOLM virtual classroom course, when offered, runs from 9:00 a.m. to 5:00 p.m. U.S. Eastern time (alternate times may be listed above) and includes scheduled morning, lunch and afternoon breaks. Virtual classroom exercises may vary from the classroom course.

The course is also available for on-site instruction.

Dates and times
Select the sessions from the options above.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.

It is recommended, but not required, that attendees bring original Oracle order documents, support-renewal contracts, master maintenance spreadsheets and other documentation to use in the course exercises.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

Updated February, 2018.

Course level: PCOLM | Practitioner Certificate Course

Overview of Oracle License Management Course (online on-demand course)
Oracle software products are among the world's most powerful and complex. IT professionals at all levels often struggle to understand the depths of Oracle licensing options and compliance features.

Note: The course and recording were updated in December 2017.

This course will empower you to make informed decisions on licensing and managing your Oracle software. The content covers not only the fundamentals of Oracle software licensing, technical support polices and software asset management, but also the essentials of server architecture, licensing and compliance concepts.

This course is ideal for beginners to experienced software license managers. In fact, anyone responsible for acquiring and managing Oracle software in the most cost effective and compliant way possible, including database and system administrators, contracts and procurement personnel, software license managers and IT managers, will benefit. Note: Sun hardware and maintenance concepts will not be covered.

What you'll learn
Here, you will master 10 critical areas of Oracle software license management. We use a combination of lecture, discussion and exercises to help you relate the material everyday situations. Each module presents Oracle handouts and practical tips for applying the concepts. At the completion of this course you'll understand Oracle products, purchasing, metrics, contracts, licenses, compliance programs, preparing for an audit and much more. Click here for the detailed course outline.

Note: This is an online on-demand (Web) course. The Web course covers the same material as the classroom course, including the in-class exercises.

The expert instructor
David Ochroch has twenty years of IT procurement and software asset management experience, working for Fortune 500, large governmental and non-profit organizations. David is a well-known lecturer on software contract negotiation strategies for organizations, such as IBSMA, Share(IBM) and CAUCUS. For more on David, click here.

Course terms of use for online on-demand option
Due to the nature of the material and licensed content, the registration fee is per person and each person must register. Do not share your login details as you will be charged for additional connections using your login. This is a single user license. One user ID issued per registered user; multiple concurrent logins using the same user ID and sharing the user ID are prohibited. Unlimited access by the registered user during the subscription period.

The registered user will receive a login for IBSMA's secure content site. You need access to the Internet and a Web browser. The course is delivered in Flash movie (.swf) format and will play in the browser window. It is not possible to download and save the files to your computer.

Do not reproduce or share materials or recordings. Proof of license or registered use may be requested and unauthorized users will be required to purchase a license. Unauthorized use or redistribution will be prosecuted to the full extent of the law. You have three months from the beginning date of your subscription to take the exam.

Course format
The course recording runs 6 hours. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Contact IBSMA after you complete the course to obtain the exam login. Students passing the test will receive IBSMA’s PCOLM certificate.

The course is also available for on-site instruction.

Materials and class size
All course materials are provided on the course login page.

Cost
See pricing above. Coupon 508 not eligible for use with online on-demand course.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Updated February, 2018.

Course level: PCILM | Practitioner Certificate Course

Day 1: Overview of Basic IBM License Management Course (classroom course and online on-demand option)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices.

This course will help you learn about critical areas of IBM licensing and develop a practical approach to creating reliable IBM license compliance reports. We will illustrate key concepts and pitfalls using exercises based on real-life customer scenarios. At the completion of this course, you will have in-depth knowledge on how to effectively determine your IBM license entitlements, deployment and compliance position using all available resources.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

• Background information on IBM product portfolio and agreement types
• General processes for determining entitlement and deployment quantities
• Discussion of key IBM license metrics such as PVUs and Authorized Users
• Steps to create an IBM license compliance report
• IT asset management and SAM tools: How they can be used, and what are their limitations
• How to prepare for and manage an IBM license compliance audit
• Introduction to specialty topics such as sub-capacity licensing, ILMT, advanced metrics, backup/temporary use
• Real-life cases on what can go wrong during an IBM license audit
• Discussion of useful online resources

Day 2: Overview of Advanced IBM License Management Course (classroom course and online on-demand option)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices. Day 2 builds on the basic concepts covered in day 1.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

• Review of detailed audit procedures for common license metrics and products, such as Cognos, DB2, Lotus, Rational, WebSphere and Tivoli
• Common licensing grey areas, and how to mitigate license compliance risk
• IBM license compliance management in large organizations
• Real-life cases providing examples on how to effectively deal with an IBM license audit
• In-depth discussion on specialty topics such as sub-capacity licensing, less common license metrics/products, recent licensing changes

Day 2 will include various hands-on exercises using case studies. Attendees are invited to indicate specific topics of interest. Click here for a detailed course outline.

The expert instructor
Koen is an independent consultant and founder of SolarCom, based in Belgium, focusing on IBM software licensing. Previously, he worked for a big-four audit firm conducting software license reviews at many of IBM's largest European customers. At Solarcom, Koen advises companies on how to manage IBM license compliance. For more on Koen, click here.

Course format
The course length is 1.5 days. Day 1 runs from from 8:30 a.m. to 4:30 p.m. Day 2 runs from 8:30 a.m. to 12:30 p.m. Complete the course and take the optional two-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCILM certificate.

The course is also available for on-site instruction. See online on-demand option below.

Dates and times
Select the sessions from the options above or select the online on-demand option.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. Classes are typically confirmed a minimum of two weeks in advance of the course date. We are not responsible for travel-related expenses incurred in the event of a change.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date. Coupon 508 not eligible for use with online on-demand course.

Online on-demand option
This is an edited recording of the live classroom course. The on-demand course covers the same material as the classroom course, although. You may pause the recording to complete the exercises, which are included in the course materials. The instructor will complete the exercises during the recorded class. The online on-demand recording runs approximately 7.5 hours. See online on-demand course details.

Course level: PCILM | Practitioner Certificate Course

Overview of Basic IBM License Management Course (online on-demand option)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices.

This course will help you learn about critical areas of IBM licensing and develop a practical approach to creating reliable IBM license compliance reports. We will illustrate key concepts and pitfalls using exercises based on real-life customer scenarios. At the completion of this course, you will have in-depth knowledge on how to effectively determine your IBM license entitlements, deployment and compliance position using all available resources.

Online on-demand option
This is an edited recording of the live classroom course. The on-demand course covers the same material as the classroom course, although. You may pause the recording to complete the exercises, which are included in the course materials. The instructor will complete the exercises during the class. The online on-demand recording runs approximately 7.5 hours.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

• Background information on IBM product portfolio and agreement types
• General processes for determining entitlement and deployment quantities
• Discussion of key IBM license metrics such as PVUs and Authorized Users
• Steps to create an IBM license compliance report
• IT asset management and SAM tools: How they can be used, and what are their limitations
• How to prepare for and manage an IBM license compliance audit
• Introduction to specialty topics such as sub-capacity licensing, ILMT, advanced metrics, backup/temporary use
• Real-life cases on what can go wrong during an IBM license audit
• Discussion of useful online resources

Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices. Part 2 of the course builds on the basic concepts covered above.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

• Review of detailed audit procedures for common license metrics and products, such as Cognos, DB2, Lotus, Rational, WebSphere and Tivoli
• Common licensing grey areas, and how to mitigate license compliance risk
• IBM license compliance management in large organizations
• Real-life cases providing examples on how to effectively deal with an IBM license audit
• In-depth discussion on specialty topics such as sub-capacity licensing, less common license metrics/products, recent licensing changes

The course includes various hands-on exercises using case studies. Attendees are invited to indicate specific topics of interest. Click here for a detailed course outline.

The expert instructor
Koen is an independent consultant and founder of SolarCom, based in Belgium, focusing on IBM software licensing. Previously, he worked for a big-four audit firm conducting software license reviews at many of IBM's largest European customers. At Solarcom, Koen advises companies on how to manage IBM license compliance. For more on Koen, click here.

Course format
The online on-demand recording runs approximately 7.5 hours. The course recording is divided into multiple segments, making it easy to review one or two segments at a time. Complete the course and take the optional two-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCILM certificate.

The course is also available for on-site instruction.

Dates and times
The online on-demand course runs whenever you're ready, 24 hours a day around the globe.

Materials and class size
All course materials are provided in PDF format. We suggest you print the course materials and have them on hand as you review the recording.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
See pricing above. Coupon 508 not eligible for use with online on-demand course.

Course terms of use for online on-demand option
Due to the nature of the material and licensed content, the registration fee is per person and each person must register. Do not share your login details as you will be charged for additional connections using your login. This is a single user license. One user ID issued per registered user; multiple concurrent logins using the same user ID and sharing the user ID are prohibited. Unlimited access by the registered user during the subscription period.

The registered user will receive a login for IBSMA's secure content site. You need access to the Internet and a Web browser. The course is delivered in Flash movie (.swf) format and will play in the browser window. It is not possible to download and save the files to your computer.

Do not reproduce or share materials or recordings. Proof of license or registered use may be requested and unauthorized users will be required to purchase a license. Unauthorized use or redistribution will be prosecuted to the full extent of the law. You have three months from the beginning date of your subscription to take the exam.

Course level: Practitioner Certificate Course (PCSAP)

Make educated decisions on licensing and managing your SAP software investment by learning the ins and outs of SAP through this in-depth course. The content covers not only the fundamentals of SAP software licensing, technical support polices and software asset management, but also the essentials of SAP server architecture, licensing and compliance concepts. You’ll learn best practices and real life examples of overcoming the complexity of SAP licensing that you won’t learn from SAP.

Overview of SAP License Management Course (classroom course)
SAP licensing and contracts are some of the most difficult entitlements to measure, understand and maintain because of their complex nature and the customized contracts for each customer. The objective of this course is to introduce you to the SAP licenses, including the different types, backgrounds, and measurement methods and best practices. You’ll become empowered with the knowledge to carry out comprehensive control and management of SAP licenses.

Taught within the principles of software asset management, you’ll learn and understand methodologies and process to continuously remain compliant through affective license management and optimization.

This course is ideal for beginners to experienced software license managers, including SAP technical, Basis, Security, license managers, legal advisory, procurement, IT administrators, and software asset managers. If your role involves any relevance to SAP licensing or SAP commercials, this course will provide the required information and detail.   

What you'll learn
This course provides a comprehensive overview of SAP license management covering named users, engines and packages, license measurement using License Audit Workbench (LAW), understanding indirect access, use rights and license definitions, user classification and optimization, and other related topics. This course also covers other areas of SAP licenses including HANA, Business Objects, Hybris, Sybase, and more. At the end of the course you will have a better understanding of your SAP license entitlements, be able to review your existing SAP systems based on your license entitlements, identify any key risk areas in relation to your contract, prepare systems and staff for audits, and continuously monitor and manage your license usage. Click here for the detailed course outline.

The expert instructor
Our instructors are SAP licensing and compliance professionals with in-depth knowledge and experience with SAP licensing and audit practices. For more on our instructors, visit Professional Profiles. Note: Instructor varies by location. Check with IBSMA for instructor details.

Course format
The course length is two days from 8:30 am to 5:00 p.m. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA’s PCSAP certificate.

The course is also available for on-site instruction. Contact IBSMA for details.

Dates and times
Select the sessions from the options below.  

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.

It is recommended, but not required, that attendees bring original SAP order documents, support-renewal contracts, master maintenance spreadsheets and other documentation to use in the course exercises. Review the pre-course reading list on the more information page.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

Revised Sept. 10, 2016

Course level: PCMLM | Practitioner Certificate Course

Overview of Practitioners Certificate in Microsoft License Management Course (classroom course)
Navigating Microsoft's complex software licensing rules and programs is challenging for businesses of all sizes and industries. This course offers an in-depth review of several key Microsoft enterprise licensing products and includes a review of licensing best practices and compliance gotchas. Participants build and develop software and license management skills that directly transfer from the classroom to the workplace.

This live classroom course is designed for new and experienced IT managers and IT decision makers, IT procurement and purchasing professionals, software asset managers, licensing managers, and system architects who want to build on foundational knowledge of Microsoft volume licensing.

What sets this course apart from others
The course follows a step-by-step practical, real-world scenario-based training approach. You'll walk away with a solid foundation in the latest Microsoft licensing principles that you can apply at your workplace.

Our instructors are Microsoft licensing and compliance professionals with in-depth knowledge and experience with Microsoft licensing and audit practices.

What you'll learn
Attendees will build knowledge of key Microsoft licensing products and learn best practices for managing Microsoft licenses to avoid common mistakes that cost money and create compliance risks.

Note: This course assume a working knowledge of basic Microsoft licensing terms.

Course outline
This course was updated and reintroduced in early 2017 with an expanded outline of topics. Using a combination of lecture, discussion and real-world scenarios, we cover the following products and programs:

• Microsoft Licensing 101: Contracts & Agreements
• Volume Licensing Programmatic Rules
• Software Assurance Benefits
• Online Resources & Reference Materials
• Future Workspaces: Azure, O365, Windows OS, Bring Your Own Device
• Microsoft Funding Options
• Desktop Licensing: Office Pro Plus, Office 365 Pro Plus
• Datacenter: SQL, Windows Server, System Center
• Productivity Servers: SharePoint, BizTalk
• Development Tools: Microsoft Developer Network (MSDN), Visual Studio
• Microsoft Bundles: Core Infrastructure Suite, IS, Secure Productive Enterprise, Enterprise Mobility Suite, Enterprise Cloud Suite
• Microsoft License Management Best Practices
• Common Licensing Errors that Lead to Compliance Risk

The expert instructors
Our instructors are Microsoft licensing and compliance professionals with in-depth knowledge and experience with Microsoft licensing and audit practices.

Course format
The course length is 2 days from 9:00 am to 5:00 p.m. Complete the course and take the optional exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCMLM certificate. Note: All attendees registering for this course will be eligible to take the exam.

The course is also available for on-site instruction at your organization or event.

Dates and times
Select the sessions from the options above.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

NOTE: Previously issued certificates are valid for two (2) years from the date of issue. Certificate holders with expired certificates may apply for recertification. To apply for recertification, contact Services@IBSMA.com. To recertify you will need to take the course and exam again.

Overview
Benchmark your software asset management (SAM) program and create a scorecard, plus prove your SAM competence by earning the Practitioners Certificate in Assessing Software Asset Management Processes (PCSAM). This course is for moderate to experienced software asset management professionals and others who want to learn practical approaches to assessing and implementing SAM programs and practices according to ISO/IEC 19770-1 (2012 version). The course is also useful in creating a SAM program and a license management scorecard.

What you'll learn
At the completion of this course, you'll come away with a foundation in assessment principles, the ability to conduct a gap analysis and self-assessment and know how SAM processes fit in the ITIL framework. This course will help you understand and apply the standard with a results-oriented team-learning approach to creating policies, processes and procedures in six process areas. Following an introduction and review of 19770-1, process areas and assessment methods, we'll guide you through an in-depth look at six areas: control environment, planning and implementation process, inventory processes, verification and compliance, operations management and interfaces, life-cycle process interfaces. Click here for a course outline.

Note: This is an edited recording of the virtual classroom (Web) course. The Web course covers the same material as the classroom course, although we will not complete the team exercises. The instructor will review a case study and use examples from the group to address key points.

The expert instructor
Steven Russman, the founder and executive director of the International Business Software Managers Association, is one of the world's leading experts on ISO/IEC 19770-1. He is an author of more than 100 articles and reports on software asset management, tools assessment and industry trends, and a frequent presenter at industry conferences and seminars including IBSMA's annual SAM Summit. For more on Steven, click here.

Dates and times
This 5 hour course is offered online and on demand.

Certification exam and assessment exercise
This course has a two-part certification. To complete part one, watch the course recording and, when you're ready, take the optional two-hour exam online. The exam is included in the course fee. You have three months from the beginning date of your subscription to complete the exam.

Part two is an optional assessment using the model covered in the course. You can conduct the assessment using your company or your client's company as the subject. Use the SAM Assess Tool (included in the course materials) to record the scope and the scores and any notes, additional information or qualifications. Return the completed assessment to IBSMA within three months of your completing the course and online exam. A certificate of completion will be issued when the exam and assessment are complete.

Materials
The course includes licensed IBSMA and ISO materials. All attendees must provide proof of purchase or ownership of a valid copy of ISO/IEC 19770-1. Proof of purchase includes a copy of the ISO standard marked with the buyers name or a copy of a sales receipt from an authorized reseller, marked with the buyers name. IBSMA will request that the buyer send proof of purchase before it processes your order. You may purchase the standard from ISO or an authorized reseller. If you previously took this class and acquired a copy of the ISO standard from IBSMA you do not need to purchase it again.

Looking for more? Purchase the Software Manager: Definitive Guide to SAM Assessment for a complete guide to conducting a SAM process assessment.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Course terms of use
Due to the nature of the material and licensed content, the registration fee is per person and each person must register. Do not share your login details as you will be charged for additional connections using your login. This is a single user license. One user ID issued per registered user; multiple concurrent logins using the same user ID and sharing the user ID are prohibited. Unlimited access by the registered user during the subscription period.

The registered user will receive a login for IBSMA's secure content site. You need access to the Internet and a Web browser. The course is delivered in Flash movie (.swf) format and will play in the browser window. It is not possible to download and save the files to your computer.

Do not reproduce or share materials or recordings. Proof of license or registered use may be requested and unauthorized users will be required to purchase a license. Unauthorized use or redistribution will be prosecuted to the full extent of the law. You have three months from the beginning date of your subscription to take the exam.

Revised November 2017.

Substitute an attendee at any time up to the start of the course or conference. To receive a refund (less 15% of the refund amount, minimum $100 (minimum $350 for IBSMA Summit events), to cover credit card processing and administrative fees), IBSMA/ECP must receive written notice of cancellation no less than 10 business days prior to the event start date. Some events may have different notice requirements listed in the product description. Late cancellations will receive 50% credit toward another IBSMA/ECP event, conference or course. No refunds for no-shows.

Full payment is required prior to attendance. In rare instances, a course will be rescheduled or postponed. IBSMA/ECP will provide at least 10 days notice. You may receive a full refund, or take a credit toward another course. IBSMA/ECP is not responsible for penalties resulting from travel arrangements.

If weather conditions dictate that we cancel a course with short notice, we will immediately contact you by phone. An announcement will also be made on the course details available on IBSMA’s events page. For courses starting on Mondays, please be sure to check your e-mail and the IBSMA Web site on Sunday.

In the event that we do have to cancel a training course at the last minute, IBSMA will either reschedule your course dates or offer a full refund of the course price.

IBSMA/ECP reserves the right to limit or deny access to events to any entity or individual. Our receipt of a registration and payment does not constitute acceptance and payments and registrations that are not accepted will be cancelled and refunded within 30 days of receipt.

We make every effort to maintain consistency in prices and discounts, however, due to market conditions, prices and discounts are subject to change without notice. Discounts and promotions may not be applied retroactively. Prices and terms in effect at the time of order. Your sales receipt is proof of purchase.

Questions? Contact ECP and IBSMA at 1.734.930.1925 or e-mail to Services@IBSMA.com.

Revised Dec. 1, 2018.