The Benefits of SAM (PDF file, 224KB)
This document lists the major benefits that come with implementing SAM in your organization.
Testimonials (PDF file, 407 KB)
Read how SAM has benefited other Microsoft customers.
The Business Value of SAM (PDF file, 765 KB)
Find out about the business benefits of SAM, take an “Are You at Risk?” quiz, and get an overview of Microsoft licensing options.
Why Implement SAM? (Microsoft Office PowerPoint file, 53 KB)
View this presentation that describes the benefits and steps of implementing SAM.
SAM Checklist (PDF file, 80 KB)
Use this handy checklist to keep track of each SAM implementation step as you perform each task.
Step 1: Perform a Software Inventory
PC Software Inventory Report Template (Excel file, 16 KB)
Use this worksheet when you are performing inventories on individual computers.
Software Inventory Summary Report Template (Excel file, 18 KB)
Compile all of your inventory information for all computers into this one report.
Step 2: Get Organized
License Summary Report Template (Excel file, 16 KB)
As you locate your license documentation, record the information in this report.
Software and License Summary Report Template (Excel file, 16 KB)
Compile the information from your Software Inventory Summary Report and License Summary Report into this single report to see where you are over- or under-licensed.
Software License Documentation (PowerPoint file, 37 KB)
View this presentation on the different Microsoft license types and the associated licensing documentation.
Step 3: Review Policies and Procedures
Software Use Policy Template (Microsoft Office Word file, 43 KB)
This document template will be helpful when you are developing your company’s own software use policies.
New Software Check-in Checklist (PDF file, 221 KB)
Revise this checklist as necessary and distribute it to your IT Department to make sure all new software is recorded properly.
Software Acquisition Policy Template (Word file, 48 KB)
Use this example to write a Software Acquisition Policy for your own company.
Software Disaster Recovery Plan Template (Word file, 48 KB)
Make sure your overall Disaster Recovery Plan includes a section on recovering software in case of an unforeseen catastrophe.
Step 4: Develop a SAM Plan
Employee Software Questionnaire (PDF file, 650 KB)
To determine the software your employees really need to get their jobs done, ask them these questions, either in person or through an e-mail message or online survey.
Tips on Reducing Support Costs (PDF file, 223 KB)
Review this list to help your support team save time and your company save money.
Software and Hardware Worksheet Template (Excel file, 16 KB)
Keep track of the hardware and software used at each workstation throughout your company with this worksheet template. (You can also store this type of information in a database.)
Software and Hardware Map Example (Microsoft Office Visio file, 264 KB)
Creating a map of computer locations and software installed may be helpful for your software support team.