ITAM Fundamentals and Advanced

40 HoursHybrid

Build expertise in hardware and software asset management, licensing models, asset lifecycle, license reconciliation, compliance audits, EL…

Enquire about this course See the syllabus

Length40 Hours

ModeHybrid

Syllabus16 modules

Rating4.9

About this course

Build expertise in hardware and software asset management, licensing models, asset lifecycle, license reconciliation, compliance audits, ELP preparation, and cost optimization using tools like ServiceNow SAM Pro, Flexera, and Snow License Manager. Learn to manage IT assets throughout their lifecycle, identify compliance risks, optimize software spending, and support enterprise licensing operations through practical exercises.

Curriculum & Topics

1. ITAM fundamentals, scope, objectives and business importance
2. ITAM roles, responsibilities and career opportunities
3. IT infrastructure: on-premises, cloud and network environments
4. Hardware assets, software assets and physical vs. virtual machines
1. ITAM, HAM, SAM, CMDB and Configuration Items (CIs)
2. Asset tags, serial numbers, stockroom, spare and loaner assets
3. Tangible and intangible assets; CapEx and OpEx
4. Software publishers, resellers, entitlements and consumption
5. EULA, OEM, maintenance, support, EOS and EOL
1. End-to-end ITAM lifecycle: Plan, Procure, Deploy, Maintain and Retire
2. Asset request, approvals, acquisition and provisioning
3. Allocation, deployment, transfer, return and replacement
4. Maintenance, warranty tracking and asset disposal
1. Hardware inventory and stockroom management
2. Asset receiving, onboarding, tagging and physical verification
3. Asset allocation, movement and custodian tracking
4. Warranty management, missing assets and lost/stolen asset identification
5. Employee exits, asset recovery, data wiping and secure disposal
1. SAM lifecycle: request, approval, procurement and deployment
2. Software inventory and usage tracking
3. License allocation, reclamation and reharvesting
4. Software maintenance, renewals and vendor management
5. Software cost optimization and compliance management
1. Perpetual, subscription, term, trial and freeware models
2. Per-user, named-user, concurrent/floating-user and per-device licensing
3. Per-installation, per-site and OEM licensing
4. Server, processor, per-core and Client Access License (CAL) metrics
5. User CAL vs. Device CAL; understanding license conditions
1. Software purchase and procurement workflow
2. RFQ/RFP, vendor evaluation and purchase orders
3. License agreements, contracts and proof of purchase
4. Entitlement records, purchase data and maintenance/Software Assurance
5. Understanding license rights, restrictions, upgrades and downgrades
1. Software inventory, deployment and consumption data
2. License entitlement vs. installation and actual usage
3. Basic license reconciliation concepts
4. Unauthorized installations and surplus license identification
5. Introduction to ELP and audit readiness
1. Detailed analysis of software license metrics and product use rights
2. Entitlement, deployment, consumption and license capacity analysis
3. Cross-edition, cross-platform, upgrade and downgrade rights
4. Perpetual vs. subscription licensing considerations
5. Maintenance, support, Software Assurance and renewal analysis
6. License agreement interpretation and compliance risks
1. Software inventory normalization and product mapping
2. Entitlement data validation and deployment analysis
3. License reconciliation methodology
4. Effective License Position (ELP) preparation
5. License shortfall, surplus and compliance gap identification
6. Remediation planning and license optimization opportunities
1. Software vendor audit triggers and audit lifecycle
2. Audit notification and audit planning meetings
3. Collection of contracts, purchase records and supporting evidence
4. Inventory, deployment and usage data validation
5. ELP preparation and audit evidence submission
6. Compliance gap remediation and audit readiness
1. Software spend and license cost management
2. Unused license identification and software reclamation
3. Renewal tracking and contract end-date monitoring
4. Vendor coordination and procurement optimization
5. Surplus license reduction and unauthorized deployment control
6. License compliance risk and remediation tracking
1. End-to-end hardware asset lifecycle control
2. Physical inventory verification and asset data validation
3. Hardware request, stockroom and spare asset management
4. Asset transfer, replacement and employee exit processes
5. Warranty, refresh, retirement and disposal management
6. Hardware asset controls and audit evidence
1. CMDB fundamentals and Configuration Items (CIs)
2. Hardware and software asset relationships
3. Asset discovery and inventory data management
4. On-premises, virtual and cloud infrastructure concepts
5. Asset data quality, completeness and accuracy
6. Relationship between ITAM and configuration management
1. Hardware and software asset data attributes
2. Software product, version, quantity, owner and contract dates
3. Hardware manufacturer, serial number, location and warranty data
4. Inventory, allocation and stock management reports
5. Software renewal, spend and publisher-specific reports
6. ELP, compliance, risk and remediation reports
1. Introduction to SAM tool operations
2. Software inventory and license data management
3. Asset request, allocation and reclamation workflows
4. License compliance and reporting processes
5. Introduction to ServiceNow SAMPro, Flexera and Snow License Manager
6. ITAM process challenges, controls and continuous improvement

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