Our Process

Software Management


Tool Management
Our Approach To
Software Asset Management
Step 1: Assessment – Building the Foundation
We start with a comprehensive SAM health check that creates transparency across your software estate:
- Complete Software Inventory: Consolidating installations across desktops, servers, cloud platforms, and hybrid environments.
- Effective License Position (ELP): Comparing entitlements vs. actual usage for vendors like Oracle, Microsoft, and IBM.
- Risk & Gap Identification: Pinpointing compliance gaps, unauthorized deployments, and under-licensed products that may trigger audit risk.
- Financial Impact Analysis: Quantifying current spend vs. wastage, and identifying potential savings.
This gives our clients a clear baseline: what they own, what they use, where the risks are, and where money is being lost.
Step 2: Strategy – Turning Insight Into a Roadmap
Based on the baseline, we design a tailored SAM strategy that aligns with business priorities:
- License Optimization Plans: Reallocate unused licenses, downgrade where appropriate, and reduce duplicate entitlements.
- Compliance Roadmap: Detailed plan to mitigate audit risk, backed by evidence packs and SOPs.
- Cost Reduction Strategy: Guidance on renegotiations, subscription rightsizing, and contract consolidation.
- Vendor-Specific Playbooks: Specialized strategies for Oracle, Microsoft, IBM, and other vendors.
- Governance Model: Assigning roles, responsibilities, and approval workflows to sustain compliance.
The goal is not just to fix compliance gaps but to embed SAM into the organization’s long-term governance.
Step 3: Execution – Making the Strategy Real
We work side by side with your teams to deliver outcomes, not just reports:
- Audit Defense: Preparing documentation, managing auditor queries, and defending against inflated claims.
- Implementation Support: Configuring or fine-tuning SAM tools like Snow, Flexera, or existing platforms.
- Training & Enablement: Equipping procurement, IT, and finance teams with practical SAM knowledge.
- Process Automation: Building dashboards, alerts, and reports that deliver ongoing visibility.
- Continuous Improvement: Periodic reviews to ensure SAM stays aligned with changing business needs.
Execution is where clients see real savings and risk reduction.
Step 4: Partnership – Sustained Value Over Time
What makes us different is our focus on partnership, not transactions. Many clients engage us year after year because they see consistent value in working with us.
- Proactive Monitoring: Ongoing visibility into license usage, vendor rule changes, and contract renewals.
- Negotiation Support: Data-backed strategies for Oracle, Microsoft, and IBM renewals.
- Regulatory Alignment: Ensuring SAM processes meet internal audit and compliance frameworks.
- Technology Refresh: Planning EOS/EOL transitions in advance to prevent risks and unplanned costs.
- Year-on-Year Savings: Demonstrated reductions in spend and improved ROI on software investments.
Our long-term clients trust us because we are fiercely independent, hands-on, and actively involved in every engagement.
Tools:
Selection, Troubleshooting & Working With What You Have
Tool Selection & Advisory
- We help clients choose the right SAM/ITAM tool (Snow, Flexera, Lansweeper, ManageEngine, or others) based on business needs.
- Selection is guided by cost, scalability, reporting, and audit readiness, ensuring you only pay for what you really need.
- By avoiding overbuying, we reduce upfront investment and increase ROI.
Working With Any Existing Tool
- Many clients already own SAM tools that are underutilized. Instead of pushing new purchases, we maximize what you already have.
- We fine-tune configurations, clean data sources, and optimize reporting dashboards so they deliver actionable insights.
- This saves costs by avoiding redundant tool investments and increases ROI by extracting more value from existing platforms.
Troubleshooting & Ongoing Support
- We provide hands-on troubleshooting, including fixing broken integrations, data mismatches, or inaccurate reporting.
- Our team manages entitlement updates, reconciliations, and tool operations to maintain consistent accuracy.
- End-users and stakeholders receive training and support, ensuring the tool is embedded into daily operations, not just IT reports.
Independent, Value-Driven Approach
Unlike vendors who sell tools for the sake of it, we are fiercely independent. Our goal is not to make you spend more but to help you spend smarter.
- If you don’t have a tool, we guide you to the right one.
- If you already have one, we make it work harder for you.
- If a tool isn’t needed, we show you how to manage with scripts and processes.
This approach consistently helps our customers reduce cost, increase ROI, and achieve better compliance outcomes.