Software Asset Management resources

Whether you are just getting started with SAM, or you need to download a white paper, review reference material, or connect with an industry organization, you can find it here.

  • SAM briefs
  • Use case resources
  • White papers & reports
  • Industry associations
  • Helpful links

Use these tactical guides and documentation to create a successful SAM strategy.

The SAM Brief Series are in-depth guides designed to assist you in understanding Microsoft product licensing, provide guidance to simplify licensing and maintain license compliance, and help you to improve your software asset management policies and procedures.

Frequently Asked Questions (FAQ) about SAM

FAQ provides answers to questions you may have about SAM.


SAM Checklist

This step-by-step list will help you keep track through the SAM process.


SAM Quick Guide

This quick guide provides an overview of the SAM implementation steps and Microsoft licensing.


SAM Optimization Model (SOM)

The SOM brochure describes how to use SOM to assess the strengths and weaknesses of your existing infrastructure, and enable your organization to modify your SAM plan with the goal of advancing to more mature levels.


The Benefits of SAM

This document lists the major benefits that come with implementing SAM in your organization.



These customer testimonials describe how SAM benefited other Microsoft customers.


Why Implement SAM?

This presentation describes the benefits and steps of implementing SAM.


SAM engagement - Baseline Review

A summary of the SAM Baseline Review engagement including challenges, benefits and what to expect from a SAM engagement.


SAM engagement – Cloud Productivity

A summary of the SAM Cloud Productivity engagement including challenges, benefits and what to expect from a SAM engagement.


SAM engagement - Cybersecurity

A summary of the SAM Cybersecurity engagement including challenges, benefits and what to expect from a SAM engagement.


SAM engagement – Server Optimization

A summary of the SAM Server Optimization engagement including challenges, benefits and what to expect from a SAM engagement.


SAM engagement – Infrastructure Optimization

A summary of the SAM Infrastructure Optimization engagement including challenges, benefits and what to expect from a SAM engagement.


SAM engagement – SAM for Hosting

A Microsoft SAM for Hosting engagement provides you with recommendations and best practices for taking license inventory and reporting. The intent of the engagement is to help you get the most out of SAM for Hosting, minimize compliance risks, and identify cost-saving opportunities.


SAM engagement - Mobile Device Management

A summary of the Mobile Device Management (MDM) SAM Engagement including MDM challenges, opportunities, engagement steps, and final deliverables.


SAM engagement - Non-production Environments

A summary of the Non-production Environments SAM Engagement including challenges and opportunities for non-production environments, engagement steps, and final deliverables.


Gartner: Magic Quadrant for Software Asset Management Tools

Software asset management tools are essential for the management of increasingly complex software-licensing models. Infrastructure and operations leaders will need to understand the market to select vendors that meet their needs for reducing risk, optimizing costs and improving business performance.

Link | May 2018

Harvard Business Review: Software Asset Management: A New Defense Against Cybersecurity Threats

You can’t protect what you can’t manage. Take a look at this HBR article to see how Microsoft is helping companies fight cybercrime with SAM for cybersecurity.

Link | April 2018

Market Guide for Software Asset Management Managed Service Providers

Learn more about Gartner’s research on software asset management (SAM) and how you can utilize SAM service providers to enable your digital transformation.

Link | March 2018

IDC Solution Brief: The Business Value of Software Asset Management

In today's increasingly dynamic IT environments, the ability to effectively access, manage, and secure both software and hardware assets is more critical than ever. Learn more by reading the IDC Solution Brief.

PDF | October 2016

Gartner research: Software Asset Management Is Now a C-Level Imperative

Software asset management is now an issue for C-level leaders. SAM has evolved into a discipline that supports strategic business development, requiring IT leaders to engage C-level commitment to SAM investment. Learn more by reading the Gartner research.

Link | September 2016

Microsoft Security Intelligence Report (SIR) Volume 20: July 2015 to December 2015

The Microsoft Security Intelligence Report (SIR) analyzes the threat landscape of exploits, vulnerabilities, and malware using data from Internet services and over 600 million computers worldwide. Threat awareness can help you protect your organization, software, and people.

PDF | May 2016

BSA Global Software Survey 2016

Organizations can combat cyberattacks by avoiding unlicensed software.

PDF | May 2016

What's the Big Deal With Data?

Today's data revolution is fueled by fundamental technologies that change how we gather, store, analyze and transform data.

PDF | October 2015

APAC Cybersecurity Dashboard

An analysis of cybersecurity laws, rules, and policies across the Asia Pacific region.

PDF | June 2015

EU Cybersecurity Dashboard

An analysis of cybersecurity laws, rules, and policies across the 28 countries of the European Union.

PDF | March 2015

Unlicensed Software and Cybersecurity Threats

This whitepaper analyzes the relationship between unlicensed software use and malware encounters drawing three conclusions, including that unlicensed software use is a strong predictor of malware encounters.

PDF | January 2015

BSA Global Software Survey: The Compliance Gap

Security Threats Rank as Top Reason Not to Use Unlicensed Software.

PDF | June 2014

The Dangerous World of Counterfeit and Pirated Software

How Pirated Software Can Compromise the Cybersecurity of Consumers, Enterprises, and Nations ... and the Resultant Costs in Time and Money

PDF | March 2013

Competitive Advantage: The Economic Impact of Properly Licensed Software

Legal software contributes an average of three times more value to national economies than pirated software.

PDF | May 2013

Shadow Market: 2011 BSA Global Software Piracy Study

The commercial value of software theft rose to a record $63 billion in 2011.

PDF | May 2012

Eighth Annual Global Software Piracy Study

In 2010, for the first time, PC shipments to emerging economies outpaced those to mature markets. On that score, at least, 2010 might fairly be considered the year in which the world’s emerging economies stopped merely emerging: They have fully arrived.

PDF | May 2011

Economic Benefits of Reducing Piracy

Reducing software piracy stimulates spending throughout the economy — and the faster software theft is addressed, the greater the benefit.

PDF | September 2010

Business Software Alliance (BSA)

BSA pioneers compliance programs that promote legal software use and advocates for public policies that foster technology innovation and drive growth in the digital economy.

Industry associations

British Standards Institution (BSI)

The BSI created the BS 15000 and IT Service Management standards, among others. They provide product testing, training seminars, certification, inspection, and many other software and IT-related services.

Industry associations

Federation Against Software Theft (FAST)

The Federation Against Software Theft (FAST), one of the most respected independent names in the UK software industry, has joined forces to strengthen the advice given to the end user community relating to software asset management and compliance.

Industry associations

International Association of Information Technology Asset Managers (IAITAM)

IAITAM is a professional association for those involved in any aspect of IT asset management in organizations of every size and industry. IAITAM aims to provide knowledge and advice to the IT asset management community worldwide.

Industry associations

International Organization for Standardization (ISO)

ISO is a non-governmental organization that is the world's largest developer and publisher of international standards. ISO is a network of the national standards institutes of 162 countries and forms a bridge between the public and private sectors.

Industry associations

IT Infrastructure Library (ITIL)

Created in the UK, the ITIL is considered as a key resource for the worldwide standard of proper IT service management. ITIL is closely aligned with British Standard 15000 (BS 15000) and the ISO 9000 quality standard.

Industry associations