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 Microsoft SAM solution for customers provides a system for effective management, control, and protection of software assets within a company. 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.
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
MSFT SAM Website
ISO 19770-1 Standard
Microsoft Software Optimization Model (SOM)
Microsoft SAM Value Engagements
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.
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 unique benefits from Microsoft, including a fresh start with their Microsoft licensing, flexible solutions for technology and licensing optimization, a reduced risk of audit, and more. Customers will also receive ongoing high quality services from their Accredited Partner, such as technology roadmaps to help them meet their short and long term goals, product end-of-life guidance, SAM optimization and maturity reviews, and cybersecurity, cloud, or other value-based consultations.
To participate in this Program, partners must meet initial eligibility criteria and pass a rigorous assessment, based on industry SAM standards, given 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.
Documents for partners
Partner Terms and Conditions
Local Eligibility Criteria
Document Change Tracking
Partner Accreditation Checklist
Customer Onboarding Checklist
Independent Evaluator Overview - EY
Independent Evaluator Overview - PwC
Documents for customers
Customer Terms and Conditions
Customer Sales Deck
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
ELP product family update list
Standardized SAM Assessment Workbook available in English
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 Software Asset Management (SAM) Cloud Productivity engagement is designed for our SAM Partners to engage with new or existing customers who are considering moving part or all of their desktop environment to the Cloud. A SAM Cloud Productivity engagement should be conducted as a prerequisite to making an informed move from on-premises to Cloud solutions.
The Software Asset Management (SAM) Server Optimization engagement provides guidance and resources to help customers optimize their server environment while reducing cost, complexity, and compliance risks. Use this engagement to assess current deployments and determine optimal usage—be it on premises or in the Cloud.
Server Optimization presentation
Server Optimization – to customer flyer
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
Help your customers optimize their current IT estate and prepare for a move to the Cloud.
The Microsoft SAM Infrastructure Optimization engagement helps you select and prioritize your current server workloads and applications to transition to the Cloud, while providing insights on the business, costs, and technology benefits. Data analysis also provides recommendations on how to optimize SAM policies and procedures to simplify your digital transformation strategy and implementation.
Infrastructure Optimization presentation
Infrastructure Optimization – to customer flyer
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—even in the time leading up to the SAM engagement.
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
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
WorkSpace Service Processes and Procedures Guide
WorkSpace Service FAQ
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
SAM Minimum EDP Quality Standards