IT Asset Management Certifications

Module 00: Certified Software Asset Manager (CSAM)- Course Introduction

Module 01: IT Asset Management (ITAM) Profession Introduction 

• International association of IT Asset Managers (IAITAM)
• 12 Key Process Areas (KPAs) in Certified Mobile Asset Management
• IT Asset Management as a Profession
• Exercises: Communication Styles Assessment & KPAs Assessment

Module 02: Communication Styles Assessment & KPAs Assessment Discussion

Module 03: Advocating for your IT Asset Management Program 

• Communication
• Education
• Policy Management

Module 04: Compliance Management 

• Using Software to the Letter of the Law
• You Don’t Own the Software; You Just Own the Right to Use it
• You Are Being Monitored

Module 05: Creating a Compliance Management Approach 

• How to prepare for a compliance event
• What documents are needed for compliance?
• Due diligence needed to build a compliance process
• Quiz: Compliance Requirements for Software

Module 06: Proactive versus Reactive Software Asset Management (SAM) 

• Adhoc and Chaotic SAM
• Audit Letters
• Responding to an Audit Letter
• Preparing for the Dreaded Audit Letter

Module 07: Software License Management 

• License Management Processes
• License Document Management
• License Types
• Quiz: Being Proactive

Module 08: Automation 

• Tools for SAM
• Enable Predictability in Outcomes
• Choosing the Right Tool
• What Tools Can Do You

Module 09: The Software Acquisition Best Practices 

• Starting with the Request
• Standards versus Non-standards
• More Acquisition Best Practice

Module 10: The Software Acquisition Process 

• Benefits of SAM
• Savings Opportunities
• Analytical SAM
• Exercise: How Does Software Get Into Your Organization?

Module 11: Exercise Review: How Does Software Get Into Your Organization?

Module 12: Why You Should Negotiate Your Software Purchases 

• Creating Terms Favorable to your Organization
• Setting the Legal Standard for Software
• What to do if You Can’t Negotiate

Module 13: Lawyers, Agreements and Terms

• Understanding License Agreements
• Must have Terms and Conditions
• Working with Lawyers

Module 14: Artifacts of IT Assets (AKA Documentation) 

• Why are documents so important?
• The Lifecycle of SAM Documents
• Documentation as an IT Asset
• Exercise: Where is Your Documentation?

Module 15: Exercise Discussion: Where is Your Documentation?

Module 16: Vendor Management 

• Vendor Management Processes
• Vendor Management Roles and Policies
• Advantages to Managing Your Vendors

Module 17: Managing Vendors and Hardware Role in SAM 

• Vendor Offerings and Removal
• What You and the Hardware Asset Manager Have in Common
• Collecting Feedback on Your Vendors

Module 18: Introduction to Project Management 

• Why Use Project Management with SAM
• Project Management Offices (PMO) and SAM
• Project Planning Approaches
• Quiz: Project Management

This course is designed for those individuals with minimal to no experience in the field of Software Asset Management.

Module 00: Certified Mobile Asset Manager (CMAM) - Course Introduction

Module 01: IT Asset Management (ITAM) Profession Introduction

• International Association of IT Asset Managers (IAITAM)
• 12 Key Process Areas (KPAs) in Certified Mobile Asset Management
• IT Asset Management as a Profession
• Exercise: Communication Styles Assessment

Module 02: Communication Assessment Exercise Discussion

Module 03: Advocating for your IT Asset Management Program

• Communication
• Education
• Policy Management

Module 04: Introduction to and Scope of Mobility 

• Definition of Mobility
• 6 Core Goals of a Mobile Asset Management Program
• Scope of Mobile Asset Management Program
• Influences on the Mobile Asset Management Program

Module 05: Mobility Impact on ITAM 

• Acquisition and Asset ID
• Communication and Education
• Compliance and legislation
• Documentation
• Vendor Management
• Exercise: Identifying Risk Areas
• Exercise Discussion: Mitigating Common Risk Areas

Module 06: ITAM Program and Mobility Roles and Responsibilities Part 1 

• Program Manager 
• Software Manager
• Acquisition Manager
• Asset ID Manager
• Compliance and Legislation Manager
• Disaster Recovery Personnel

Module 07: ITAM Program and Mobility Roles and Responsibilities Part 2 

• Program Manager 
• Software Manager
• Acquisition Manager
• Asset ID Manager
• Compliance and Legislation Manager
• Disaster Recovery Personnel

Module 08: ITAM Program and Mobility Roles and Responsibilities Part 3

• IT Shipment Receiving
• Security Team
• Help Desk
• Vendor Manager
• Exercise: Mobility Self-Assessment

Module 09: Mobility Self-Assessment Review

Module 10: Asset Types and Acquisition 

• Asset Types
• Deciding on your Mobile Assets
• What Peripherals will you Support?
• Acquisition of Assets and Peripherals
• Exercise: Mobile Asset/Peripheral Types Assessment
• Exercise: Understanding Needs of Mobile Program
• Exercise Discussion: Understanding Needs of Mobile Program

Module 11: Mobile Asset Management (MAM) Policies and Management

• MAM Policies
• Exercise: Policy Development
• Financial Management
• Risk Management

Module 12: US Legislation and Security

• Healthcare Legislation
• Financial legislation
• Electronically Stored Information (ESI)
• Disposal Laws
• Security Practices
• Exercise: US Legislation Considerations

Module 13: Documentation 

• Documentation Management
• Who gets Mobile Assets and Types?
• Mobility and the Organization

Module 14: People Management

• Managing the People with the Mobile Devices
• Mobile Questions for your Organization

Although no experience is required for this course, the materials encompass the concepts that address the needs of the mobile IT Asset Manager.

Module 00: Certified Hardware Asset Management Professional (CHAMP)- Course Introduction

Module 01: IT Asset Management (ITAM) Profession Introduction 

• International association of IT Asset Managers (IAITAM)
• 12 Key Process Areas (KPAs) in Certified Hardware Asset Management
• IT Asset Management as a Profession
• Exercises: KPAs Assessment & Communication Styles Assessment

Module 02: KPAs Assessment Exercise Discussion

Module 03: Advocating for your IT Asset Management Program 

• Communication
• Education
• Policy Management

Module 04: Setting up the Program

• How to use IBPL
• The Request and Approval Process
• What should be standardized

Module 05: Asset Standards

• Standard Levels
• Standard Goals
• What to Manage
• Exercise: Design Managed Standards List

Module 06: Implementing a Program 

• Corporate Goals
• Implementing and Measuring the Program
• Roles Within the Hardware Program

Module 07: Using Automation 

• When to Automate
• Process Automation
• Automation Tools

Module 08: Acquisition Processes 

• Asset Selection Process
• Vendor Selection
• Product Selection Tools

Module 09: Hardware Negotiations 

• Negotiations Planning
• Negotiation Skillset
• It’s All in the Contract

Module 10: Hardware Contracts 

• Leasing
• Volume Purchase Agreements
• Managing New Pricing Models
• Quiz: Acquiring Hardware Assets

Module 11: Vendor Management & Asset Identification 

• Managing Hardware Vendors
• Outsourcing
• RFID and Barcoding

Module 12: Managing the Assets during Use 

• Driving Asset Value
• Service Management and ITAM
• IMAC
• Quiz: Assets in Use

Module 13: Managing the Inventory 

• Inventory Management
• Discovery
• Tool Functionality
• Exercise: Building Physical Inventory Plan
• Exercise Review

Module 14: Data Storage and Inventory Management 

• Asset Repository
• Necessary Data
• Data Center Management

Module 15: Reuse 

• End of Life
• Loss, Theft and Leasing
• Redeployment

Module 16: Disposal 

• Disposal and E-Waste
• Governance
• ITAD Vendors
• Quiz: End of Life

This course is designed for those individuals with minimal to no experience in the field of Hardware Asset Management.