SAM for small businesses

SAM license review for small businesses

SAM for Small Business

Software is a tool that should support your business, not be a burden. However, over time those software assets can spin out of control, often unnoticed. A Microsoft Software Asset Management (SAM) License Review can assist you in identifying and mapping the software you have deployed with the corresponding licenses, helping you gain back control so you can better plan for the future.

If you are a small business, you may have received a letter from Microsoft inviting you to participate in a SAM license review. This is followed by a phone call from a Microsoft representative, who will talk to you about the benefits to your business and what to expect from the review.

Knowing what you have, provides a better foundation on which to make decisions that affect your business, including technology trends such as the growing use of personal devices in the workplace, the need to integrate cloud solutions, and ever increasing cybersecurity threats.

Thank you for the report. This [review] and your report will be an important reference point as our
company grows.

- Wally Olkowski, Chief Technology Officer—StarChase LLC

What to expect from a SAM license review?

Each review will be slightly varied depending on your infrastructure, needs, and goals. At a high level, it can be broken down into four phases: Introduction and planning, data collection, data analysis, and final recommendations.

Introduction and planning

Microsoft will provide direct communication introducing the benefits of SAM and an overview of what to expect from the review. This phase involves gathering information on your infrastructure, setting up appointments, and discussing steps to begin data collection and analysis.

Data collection

Microsoft will then guide you through the process of collecting an inventory of your deployed Microsoft software. This process may vary depending on the maturity of your current software deployment and management policies and procedures.

This phase also includes the collection of licensing information, called proof of license documentation. Proof of license refers to the documentation required to validate the software title and quantity of licenses you’ve acquired. There are various options for licensing—for example, preinstalled (OEM), retail (full packaged product), and volume licensing agreements. Microsoft will guide you through the process of identifying and gathering this documentation.

Data analysis

The data and information that has been collected will then be reconciled and analyzed by Microsoft to provide you with a consolidated view of your software deployments and usage, mapped to your licenses. This analysis can be used to identify areas where you can optimize the software you have deployed and licensed.

Microsoft is committed to customer data protection and privacy. During this phase, your Microsoft representative will work with you to ensure the process for sharing and sending this information follows Microsoft corporate policies and procedures. Find out more about the Microsoft policies for managing and protecting information.

Final recommendations

At the conclusion of the SAM license review, your Microsoft representative will present the final results in an overview presentation. The results should include recommendations for software and license optimization based on your business needs and goals.

If you would like to know more about SAM policies and procedures, SAM best practices, or Microsoft product licensing, visit Resources.

How to find a partner

Microsoft works with many partners, who are specially trained and certified to provide Microsoft SAM services. Search the SAM partner listings in Microsoft Partner Center to locate a partner near you. In Microsoft Partner Center, you can search partner solutions and profiles based on specific criteria to find a partner, whose solution can address your business challenges and support long-term goals.

SAM resources

Find helpful links and resources on the benefits of SAM,
Microsoft licensing, and more.

Learn more