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

• 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 Review: 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

The CSAM Course is tailored for individuals who possess limited or no prior experience in the realm of Software Asset Management. This course holds vital significance for novice IT Asset Managers, along with other IT practitioners engaged in tasks like asset management, resource allocation, financial aspects, software licensing, contract oversight, and strategic development.

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 and Improving 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 and 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

The CHAMP Course is designed for those individuals with minimal to no experience in the field of Hardware Asset Management. It is essential learning for beginning IT Asset Managers and other IT professionals involved in Asset Management, resource budgeting, finance, software licensing, contract management and strategic planning. Although there are no prerequisites, some knowledge of contracts and hardware lifecycle management is encouraged. The course is followed by a certification test for those that wish to certify.