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Solution Assessments are based on an industry best practice that incorporates a set of proven processes for managing and optimizing an organization’s IT assets.
With customers continually looking to streamline operations, increase productivity, control costs, and improve security controls in ever-changing IT environments, there are more ways than ever to identify new workloads and services that will support their strategic objectives and grow your business.
The Harvard Business Review offers insights about how SAM helps businesses all over the world avoid potential threats.
Gartner’s Magic Quadrant helps you select the SAM tool vendors to suit your business needs.
As more and more personal devices access company networks, cybersecurity threats continue to increase dramatically. Microsoft Software Asset Management (SAM) solutions offer the proven processes and software you need to help your customers manage, protect, and optimize IT assets—and drive their businesses forward.
Check out the links below to better familiarize yourself with everything SAM offers.
Microsoft SAM is committed to making it easier to do business for modern partners. We continue to invest in and support partners in building strong products and services. Here are resources that can help strengthen your SAM knowledge and help you become a Microsoft SAM Certified Professional.
Get Licensing Ready
Microsoft SAM Website
ISO 19770-1 Standard
Microsoft Software Optimization Model (SOM)
Microsoft SAM Value Engagements
The Solution Assessment Incentive Program is a worldwide channel incentive program designed to help Microsoft partners build sustainable businesses by utilizing Solution Assessments based on a defined scope of work. Customer insights gained from these assessments allow you to support them to better deploy, adopt, consume, and gain long-term business value from their Microsoft cloud investments and services, whilst uncovering additional licensing and service related opportunities for your organization.
Partner Program and Incentive Guide
Rate and Engagement Levels
Partners are required to have one Microsoft Silver or Gold MPN competency to be eligible to onboard and earn Solution Assessment Incentives.
Contact your local Microsoft Solution Assessment team to find out how you can take advantage of this program.
The Microsoft SAM Managed Service Program is designed to provide customers with a continual, governance-based service to help them more effectively manage their IT assets and processes. The Program, delivered through accredited SAM partners, offers customers ongoing high-quality services such as technology roadmaps to help them meet their short and long-term goals, SAM optimization and maturity reviews, and value-based consultations such as cybersecurity, cloud, infrastructure optimization, or product end-of-support guidance.
According to Gartner, "By 2021, growing challenges of managing multiple environments and usage scenarios, combined with SAM skills shortages, will increase the usage of SAM managed service providers by 40 percent."*
SAM is an intricate discipline with a limited supply of experienced resources. By effectively taking advantage of SAM managed service providers with essential skills and expertise, sourcing and vendor management leaders can bypass resource challenges to deliver a range of strategic benefits.
To participate in this Program, partners must meet eligibility criteria and pass a rigorous assessment, based on industry SAM standards, conducted by a third party Independent Evaluator. Once in the Program, partners will be able to utilize their exclusive status to set themselves apart in the marketplace, drive new business opportunities, gain more exposure, and become trusted advisors to customers through their digital transformation journeys.
For more information on the terms and conditions of the Program and to learn how to become an Accredited Provider, review the following documents in detail.
*Gartner “Market Guide for Software Asset Management Managed Service Providers”, Stephen White, 12 February 2018
Partner Terms and Conditions
Partner Accreditation Checklist
Accreditation Locations and Pricing Document
Independent Evaluator Overview - EY
Independent Evaluator Overview - PwC
Provides a complete view of current Microsoft deployments with recommendations for the right contract licensing to support customers’ business strategy. Deliverables include insights from legacy systems and software licensing, how to best use current technology, and how to make licensing decisions to fit our customers' needs. The aim is to maximize our customers' technology investments to support their organizations' innovation and growth.
Contract Optimization Customer Deck
Contract Optimization Customer Flyer
Contract Optimization Customer Email Template
Contract Optimization Discussion Guide
Contract Optimization Statement of Work (SOW)
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.
Help customers simplify cloud adoption and reduce risk
Provide customers visibility into desktop and on-premise environments with a view to simplify cloud adoption and reduce risk, whilst helping them improve end user productivity. Deliverables include a cloud roadmap that highlights prioritized business applications for transition.
Workplace Modernization Customer Deck
Workplace Modernization Customer Flyer
Workplace Modernization Customer Email Template
Workplace Modernization Discussion Guide
Workplace Modernization Statement of Work (SOW)
Provides customers with an evaluation of their cloud capabilities, including key blockers to cloud migrations. Gather a comprehensive inventory of current software deployment, usage, and licensing data; and identify prioritized recommendations for next steps to cloud deployments, including related migration cost and TCO analyses.
Cloud Economic Customer Decks
Cloud Economics Customer Flyer
Cloud Economics Customer Email Template
Cloud Economics Discussion Guide
Cloud Economics Statement of Work (SOW)
Provides guidance and resources to help customers optimize their server environment while reducing cost, complexity, and compliance risks through product End of Support. Assess current deployments and determine optimal usage on premises or in the cloud.
Data Optimization Customer Deck
Data Optimization Customer Flyer
Data Optimization Customer Email Template
Data Optimization Discussion Guide
Data Optimization Statement of Work (SOW)
Provide customers with a comprehensive look at their cybersecurity infrastructure, including current software deployment and usage, and deliver key insights to help them establish the right processes for cyber-risk reduction in the cloud.
Cybersecurity Customer Deck
Cybersecurity Customer Flyer
Cybersecurity Customer Email Template
Cybersecurity Discussion Guide
Cybersecurity Statement of Work (SOW)
On May 25th, 2018, the General Data Protection Regulation (GDPR) became effective in the European Union. This standard for personal data privacy governance, and security has also been adopted by other geographies. The first step in becoming GDPR compliant is to understand a company’s IT and data infrastructure through discovery. This assessment helps customers understand their current readiness for GDPR and outlines necessary steps to improve.
GDPR Assessment Customer Deck
GDPR Assessment Customer Flyer
GDPR Assessment Guidance
GDPR Assessment Questionnaire
GDPR Assessment Sample Report
GDPR Assessment Statement of Work (SOW)
On May 25th, 2018, GDPR (General Data Protection Regulation) became effective. The first step toward becoming GDPR compliant is for customers to get a clear view of the current state of their IT and data infrastructure. The SAM GDPR Assessment helps customers understand their current readiness for GDPR and outlines necessary steps toward improvement.
SAM GDPR Assessment: to customer flyer
SAM GDPR Assessment: customer ready presentation
SAM GDPR Assessment SOW
SAM GDPR Assessment questionnaire
SAM GDPR Assessment report
SAM GDPR Assessment guidance
Helps customers select and prioritize their current server workloads and applications to transition to the cloud while providing business insights, cost control, and technology benefits.
Infrastructure Optimization Customer Deck
Infrastructure Optimization Customer Flyer
Infrastructure Optimization Customer Email Template
Infrastructure Optimization Discussion Guide
Infrastructure Optimization Statement of Work (SOW)
Provide a Hoster with analysis, recommendations and best-practices related to license inventorying and reporting. The SAM for Hosting engagement is designed to provide both a participating Hoster and Microsoft with a comprehensive overview and analysis of the Hoster's reporting.
SAM for Hosting – To Customer PPT deck
SAM for Hosting – To Customer Flyer
SAM for Hosting – Engagement Kit
SAM for Hosting – Statement of Work (SOW)
SAM for Hosting – ELP Template
SAM for Hosting – To Customer Email Template
Conditions of Funding
Letter of Engagement Template
Microsoft Partner Network Agreement
Solution Assessment Established Deployment Position (EDP) Template