Attain the competency
Software Asset Management (SAM) is an industry best practice that incorporates a set of proven processes for managing and optimizing an organization’s IT assets. Implementing a SAM solution for customers provides a system for the effective management, control, and protection of the software assets within a company, throughout all stages of the product life cycle, keeping customers compliant with their Volume Licensing agreements.
Microsoft SAM engagement kits enable partners to provide customers with data-driven facts and information around key technology events or challenges to help customers make informed technology decisions. These targeted engagements are designed to enable SAM partners to deliver value in the cloud, by device, or with security, helping customers establish critical SAM policies and procedures to manage their assets in support of strategic organizational goals and objectives.
Learn more about SAM
The SAM Incentive program is a worldwide channel incentive program designed to help Microsoft partners build sustainable businesses around SAM, by utilizing SAM customer engagements based on a defined scope of work. By participating in the SAM Services Incentive Program, you can introduce customers to SAM best practices—and uncover additional licensing and service-related opportunities that can lead to new sales, consulting, process improvement, and deployment services.
A Software Asset Management (SAM) Baseline Review engagement involves creating an inventory of deployed Microsoft assets; reviewing corresponding customer license entitlements and virtual, hosted, or cloud-based solutions, a full SAM Optimization Model review; and identifying opportunities for improvement. Through this engagement, partners can provide suggestions for license optimization, as well as help to analyze how customers can capitalize on new computing trends to their maximum benefit.
Baseline Review presentation
Baseline Review – to customer flyer
Baseline Review engagement kit
Baseline Review Statement of Work (SOW)
Baseline Review sample reports
Standardized ELP template available in English
Standardized ELP template available in 23 localized languages
ELP product family update list
Standardized SAM Assessment Workbook available in English
Standardized SAM Assessment Workbook available in 25 localized languages
SAM Assessment - ISO updates
Help customers identify opportunities to improve their Software Asset Management (SAM) practices by providing a clear picture of where their business currently stands and the steps needed to get where they would like to be. The SAM Optimization Model is a framework that aligns with the ISO/IEC 19770-1:2012 standard and the Microsoft Core Infrastructure Optimization (IO) model. This framework enables you to effectively and consistently evaluate your customers’ SAM practices, and guide them toward process optimization.
Because the SAM Optimization Model is designed to help you provide concrete guidance about improving SAM practices, it can dramatically reduce both the complexity of the SAM Assessment and the time required to perform it.
SAM Optimization Model customer-ready brochure
The Software Asset Management (SAM) Deployment Planning engagement provides planning resources to support key SAM areas, including deployment, metering, inventory, and control through a proof of concept using Microsoft System Center, Microsoft Intune™ software and services, or the Microsoft Assessment and Planning (MAP) Toolkit.
SAM Deployment Planning also provides support for customer adoption of ISO/IEC 19770-2:2009 Software Identification (SWID) Tags.
Deployment Planning presentation
SAM success stories and Case Studies
Learn more about SWID tags
Microsoft System Center
Microsoft Assessment and Planning (MAP) Toolkit
The Cloud-ready Software Asset Management (SAM) Engagement is designed for our SAM Partners to engage with new or existing customers who are considering moving part or all of their infrastructure to a cloud environment. Whether the customer is considering software as a service (SaaS), platform as a service (PaaS), or infrastructure as a service (IaaS), a Cloud-ready SAM engagement should be conducted as a prerequisite to making an informed move from on-premises to cloud solutions.
Cloud-ready engagement video – coming soon
The SQL Workloads Software Asset Management (SAM) Engagement provides guidance and resources to help customers optimize their SQL environment while reducing cost, complexity, and compliance risks. Use this engagement to assess current SQL deployments and determine optimal usage – be it on premises or in the cloud.
SQL Workloads presentation
SQL Workloads – to customer flyer
SQL Workloads engagement video
The focus of a cybersecurity engagement is to provide customers with a view of what software is deployed to identify, at a high-level, areas of potential risk, and provide guidance on their cybersecurity programs and policies to help enable effective IT software asset management. The engagement provides a full inventory for the customer to use as the foundation for a more in-depth organizational security assessment.
Cybersecurity – to customer flyer
Cybersecurity engagement video
The Non-production Environments engagement provides guidance to SAM partners on how to work with customers to help ensure the customer organization is optimizing software licensing in their non-production environments. A non-production environment consists of computers that are exclusively used for purposes other than production, such as in development and test environments. Understanding how the customer defines and manages both non-production and production environments is an essential part of assessing and optimizing their licensing footprint.
Non-production Environments presentation
Non-production Environments – to customer flyer
Developer tools engagement customer briefing deck
Visual Studio and MSDN licensing white paper
MSDN subscription administration guide
Microsoft product terms
The Mobile Device Management SAM engagement helps customers gain a clear view of all the devices that access their network and data. It provides the guidance they need to implement mobile device and user management solutions, enabling access without risking security and confidential data ending up in the wrong place.
Mobile Device Management presentation
Mobile Device Management – to customer flyer
Mobile Device Management engagement video
The Virtualization Software Asset Management engagement provides an opportunity for SAM partners to work with new or existing customers on a strategic virtualization strategy. Through this engagement, SAM partners assess existing virtual environments and identify opportunities for further virtualization, along with the policies and requirements for licensing management, including both server and desktop virtualization environments.
Virtualization – to customer flyer
Virtualization engagement video
The WorkSpace is a web application and analysis program designed to help partners increase the efficiency of the software asset management process, drive more sales, and create value-based engagements for customers. The WorkSpace will help drive consistency across SAM engagements by assisting partners in collecting the required datasets in standardized formats and generating required proof of execution, leading to a better partner and customer experience.
WorkSpace Overview presentation
WorkSpace Site User Guide
CIDC Overview for Customers
EDP Overview for Customers
ELP Overview for Customers
SAM Partner Training Yammer Group
SAM Engagement data usage and privacy information
WorkSpace Companion App Overview for Customers
WorkSpace Step by Step Visual Aid presentation
WorkSpace Step 3 (ELP) – Using the Other Data template
Clean Inventory Data Contract (CIDC) template
Clean Inventory Data Contract (CIDC) sample template with instructions
Established Deployment Position (EDP) template
These training modules provide detailed information about setting up your payment details in the Partner Membership center.
Adding banking and tax information details
Getting started on entering your banking and tax information – Quick Start Guide
SAM Services Incentive program overview presentation
SAM Incentives one page overview
United States (English)