SAM for small businesses

Microsoft provides SAM services that are specifically designed for small businesses in the United States. These services can help you gain a clear view into the software you have deployed and are using compared with the licenses you've acquired, providing you with a clear starting point for managing and tracking your software going forward.

  • Overview
  • License Verification Process
  • License Baseline Certification
SAM for small business overview
10 reasons

Constantly changing business needs and technology trends such as the growing use of personal devices in the workplace, the need to integrate cloud solutions, and ever-increasing cybersecurity threats, can make it difficult to know if you're making the right long-term technology decisions. Knowing what software you own and what is currently in use provides a stronger foundation on which to make these decisions.

The following services focus on helping you get the visibility you need to minimize risks and get the most value from your software investments.

License Verification Process

The License Verification Process is a Microsoft guided assessment of the Microsoft software you have deployed and are using compared with your corresponding licensing entitlements. Microsoft will analyze the data and information provided by you and deliver a set of recommendations on areas for improvement.

License Baseline Certification

The License Baseline Certification is a self-assessment that compares the Microsoft software you have deployed and are using with the corresponding licenses you've acquired. The goal of this self-assessment is to help draw your attention to potential business inefficiencies and risks created by outdated or unlicensed software.

The details of these services are subject to change.

For more information on both services visit License Verification Process and License Baseline Certification.

License Verification Process
what is sam

The License Verification Process is a Microsoft guided assessment that compares the Microsoft software you have deployed and are using with your corresponding licensing entitlements. At the conclusion of this process, you will have a clear starting point from which to manage and track your software on an ongoing basis.

Benefits

Knowing what you are currently using and how you are licensed can help you identify potential cybersecurity risks, get the most value from your software investments, maintain a compliant licensing position and streamline future software purchasing. Throughout this process, you will have access to a Microsoft representative, who has in-depth knowledge of Microsoft licensing and subscription programs so that if you need help, you don't have to figure it out alone.

What to expect

As part of the License Verification Process:

  • You will be assigned a Microsoft representative, who will work with you throughout this process.
  • You will be asked to complete a Deployment Summary, which is used to capture details on your organization's deployment and use of Microsoft software.
  • You will be asked to complete a Cybersecurity risk assessment, which will help you better understand your Cybersecurity risks.
  • Your Microsoft representative will provide you with a License Ownership Position document, clearly outlining the licenses your organization owns compared to the corresponding software deployed and in use.
  • Where applicable, this document may also include recommendations regarding licensing solutions that may be best suited for your business needs and ways to improve your software management processes.

At the conclusion of the process, and depending on the results of your License Ownership Position, you may be asked to work with a Microsoft reseller to acquire the necessary licenses to close any gaps between your software deployed and owned license entitlements and subscriptions.

Next steps

You may have received a communication from Microsoft inviting you to participate in the License Verification Process. This initial contact will be followed up with another communication detailing the next steps of the process including registration information to access your Deployment Summary.

If you have not received an email invitation from Microsoft inviting you to participate in a License Verification Process, but are interested in participating, you can email ussmbsam@microsoft.com to start the process.

Note: If your organization acquires its Microsoft licenses from a parent company or your headquarters are located outside of the United States, please inform us when you are first contacted.

The details of this service are subject to change.

License Baseline Certification
sam benefits

The License Baseline Certification is a self-assessment that compares the Microsoft software you have deployed and are using with the corresponding licenses you've acquired. The goal of this self-assessment is to draw your attention to potential business inefficiencies and risks created by using outdated or unlicensed software.

Benefits

Over time, software acquired for evolving business requirements can fall out of alignment with your current business needs. Outdated technology or incorrectly licensed software can lead to system downtime, decreased productivity, cybersecurity vulnerabilities, and regulatory compliance risks. The License Baseline Certification gives you a starting point to gain the visibility you need to identify these potential inefficiencies and risks. Although this is a self-assessment, you'll have access to a Microsoft representative who has in-depth knowledge of Microsoft licensing and subscription programs, so if you need help, you don't have to figure it out alone.

What to expect

Your self-assessment is completed using your unique credentials to gain access to the secure License Baseline Certification portal. While a representative of your organization is required to certify the results of your organization's License Baseline results, the actual details contained in the assessment are not provided to Microsoft.

This secure portal will be customized for your company and pre-populated with relevant details associated with licenses you've acquired through Microsoft volume licensing and subscription programs. Once you've gained access to the portal, you'll be asked to:

  • Review your licensing agreements to confirm that the correct information is displayed.
  • Add license quantities for licenses that may have been acquired through retail (full packaged product) or pre-installed (OEM) on your hardware.
  • Take an inventory of the Microsoft software you have installed and input your results into the portal.
  • Review any software licenses still available for deployment, or license shortfalls that require the purchase of additional Microsoft licenses.

Lastly, you'll be asked to complete and submit the online certification statement to establish your organization's License Baseline. Depending on the information provided in the License Baseline tool, recommendations may be provided on software licensing steps you can take to protect your business.

Next steps

You may have received an email from Microsoft inviting you to complete your License Baseline Certification. Please refer to this email for instructions on how to complete your License Baseline Certification, including your login details for the portal. If you have any questions, contact the representative listed in your email.

If you have not received an email invitation from Microsoft regarding the License Baseline Certification, but are interested in participating, you can email ussmbsam@microsoft.com to start the process.

Note: If your organization acquires its Microsoft licenses from a parent company or your headquarters are located outside of the United States, please inform us when you are first contacted.

The details of this service are subject to change.