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Course level: Practitioner Certificate Course (classroom, virtual classroom and online on-demand course)
Demonstrate your software license asset management (SLM) competence by earning the Practitioner Certificate in Software License Management (PCSLM). PCSLM is for IT pros, consultants and corporate staff who want to learn the basics of software license compliance and how to conduct a self-audit.
What you'll learn
This course will help you understand the fundamentals of auditing and compliance, software contracts, how to assess your software-management proficiency and develop a business case for compliance. We’ll show you how to conduct a high-level compliance review and plan and manage an external audit. At the completion of this course, you’ll come away with a foundation in software license management principles and the ability to conduct a gap analysis and self-assessment.
We’ll guide you through an in-depth look at eight areas: software compliance practices, auditing and compliance basics, software licenses, contracting for software-as-a-service and virtualization, assessing your SAM proficiency, business case and tools, managing an external audit and planning and executing an internal audit. Each of the modules includes team and individual exercises.
Although this course has no prerequisites, students should have a basic understanding of the benefits and purpose of a SAM program, basic knowledge of software contract terms and conditions, auto-discovery tools and inventory methods. Prior experience with process design, policy creation, project planning and a fundamental understanding of IT service management is helpful, but not required.
Who should attend
IT auditors and software compliance managers
IT process and service managers
IT asset and SAM managers
SAM consultants and others interested in learning SAM process assessment, planning a SAM program and understanding where SAM fits in the IT organization.
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.
Refer to the product listing for a review of the course format.
Note: This course is offered in a self-study option. Click here for details.
Course outline in detail
1. Software compliance practices and what's driving SAM today
Auditing and compliance basics
Benefits of being audit-ready
Exercise: Are you audit ready?
Exercise: Audit terms checklist
2. Licensing terms, types and tips
Proof of license
Licenses by type
Ten negotiation considerations
Exercise: Contract Terms and Conditions for Audits
Exercise: Understanding License Types (Models), Metrics and Usage
3. Contracting for software-as-a-service and virtualization
Basics of virtualization and virtual machines
Additional consideration for contracting for software-as-a-service
Virtual machines applied (IBM, Oracle and Microsoft)
4. Assessing your SAM proficiency
Assessment process and prerequisites
Scope and reporting the results
Exercise: Objectives for SAM and Developing a SAM Plan
Exercise: Quick Assessment
5. Tools selection
Developing criteria for tool selection
Point, combined, suite solutions
Tool integration options
Functional areas review
IBSMA tool comparison matrix
6. ROI-centric business case model
Business case basics
Business case elements
Calculating ROI - Seven step process
Making the case
Creating next actions
Sample business case
7. Managing an external audit
The audit process
How to dandle an audit
Keep your own records
Consider your contracts
Cement the audit process
Exercise: Managing an External Audit
8. Planning and executing an internal audit
Know IT standards and frameworks
Understand difference between conformance, compliance and certification
Self-audit: Plan, assemble and report data for a self‐audit
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 Services@IBSMA.com or call 1.734.930.1925 for further information.
Revised Jan. 2012