IT Asset Management Certifications

Module 1: Overview

• The Professional Foundation: IAITAM and the Resources That Power IT Asset Management
• The ITAM Profession and IAITAM's Mission
• Membership Tiers and the Professional Community
• The Seven Certifications and the Professional Development Path
• The IAITAM Best Practice Library and the 12 Key Process Areas
• Conferences, Publications, Advanced Training, and ITAM360
• IAIM Association, AI Governance, and Navigating This Manual
• Certified Artificial Intelligence Asset Manager (CAIAM)

Module 2: The Scope of Software Asset Management

• The Strategic Discipline Behind Every Software Decision
• Defining Software Asset Management
• The Twelve Key Process Areas
• Using KPAs for Assessment and Development
• SAM vs. Compliance and the Software Asset Lifecycle
• The Expanding Scope of Software in SAM
• AI Governance and Quick Wins

Module 3: From Compliance Mandate to Sustainable Program

• Building the Wall of Due Diligence
• The Compliance Trap and the Case for a Broader Foundation
• The First Three Steps
• Steps Four Through Six
• The RACI Model and Role-Based Software Standardization
• Developing, Deploying, and Maintaining Software Standards
• Application Rationalization, Modern Sprawl, and FinOps Convergence

Module 4: Compliance Management

• The Stakes Behind Every Software Installation
• The Legal Architecture of Compliance
• Non-Compliance and the Six Forms of Software Piracy
• Compliance Enforcement Entities and How Organizations Become Targets
• Copyright Penalties and What Constitutes Compliance
• Compliance Documentation and Proofs of Purchase
• The Expanding Compliance Landscape

Module 5: Navigating the Audit

• The Audit Experience: Proactive vs. Reactive SAM
• Proactive vs. Reactive SAM and the Audit Landscape
• Types of Audit Letters and Organizational Response
• The Audit Response Structure
• The Four Rules for Audit Response
• Formal Documentation and the Proofs of Purchase Summary Report
• Proactive Audit Preparation and Post-Audit Continuity

Module 6: Saving Through Software Asset Management

• Savings Through Software Asset Management
• The Value Mission
• Data-Driven Decisions and Controlling the Acquisition Process
• Reducing Costs Through Rationalization, Volume Management, and Infrastructure
• Savings Through Inventory Management and Utilization Monitoring
• Invoice Reconciliation and Savings From Contract Negotiations
• Assessment, SaaS Rationalization, and the Program Successes Report

Module 7: Managing Documentation

• The Discipline Behind Every Decision: Managing Documentation
• The Foundation That Every Process Depends On
• Turning Scattered Data into Strategic Intelligence
• The Documents That Prove You Have the Right to Use Software
• Three Documentation Engines That Power Software Asset Management
• When the Worst Happens and How You Prove What Works
• Retaining, Securing, and Governing the Data That Defines the Program

Module 8: Project Management

• Project Management and ITAM
• Defining Projects in the ITAM Context
• The Relationship Triangle and Success Guidelines
• Project Constraints and the Planning Foundation
• Visual Tools, Scheduling, and Budgeting
• Team Composition, Leadership, and Key Project Documents
• Scope Creep, Change Management, and Applying Project Discipline to SAM

Module 9: Introduction to Legal Concepts

• The Legal Architecture of Software Licensing
• The Software License as a Legal Foundation
• Proving Compliance
• License Data and Documentation
• Terms and Conditions
• Software License Types
• Metering and Usage Tracking

Module 10: Advanced Legal Concepts

• From Licensing Frameworks to Legal Fluency
• Anatomy of Software Legal Documents
• Governance Relationships Between Legal Documents
• Laws and Regulations Affecting IT Asset Management
• Understanding End User License Agreements
• Translating Legal Language into Compliance Action
• The Right to Audit and Assessing License Completeness

Module 11: ITAM Automation Tools

• From Spreadsheets to Strategic Systems
• The Four Functional Categories of ITAM Automation
• Discovery Tools
• Strategic Data Scrubbing and Disciplined Tool Selection
• Repository Tools
• Metering, Usage Tracking, and Uninstall Tools
• Reconciliation and the Modern Tool Landscape

Module 12: Acquisition Management

• Controlling What Enters the Environment
• The Gatekeeper at the Threshold of Every Purchase
• The Request and Approval Process
• Standards, the Acquisition Manager Role, and Best Practices
• Decision Support Calculations and Formal Selection Processes
• Asset Identification, Documentation, and Data Management
• The Software Asset Selection Committee, License Assignment, and Software Harvesting

Module 13: Negotiating for Software and Managing Vendors

• The Commercial Backbone
• The Agreement Governs Everything
• Planning Is Where Negotiating Strength Originates
• In the Room
• Style, Character, and Counsel
• Vendor Management as a Controlling Key Process Area
• Classifying Vendors, Measuring Performance, and Managing Transitions

Module 14: Hardware and Organizational Impacts on Software

• Where Software Value Begins and Ends
• Where Software Value Begins and Ends
• Tracing the Hardware Lifecycle Through a SAM Lens
• Making the Redeployment Decision
• Securing the Exit
• Software Harvesting
• Navigating Divestitures and Organizational Change

Module 15: Real-World Evidence

• Modern Data Points for the SAM Professional
• When Software Governance Fails
• The Scale of Unmanaged Software
• The Financial Case
• Declining Visibility Meets Accelerating Regulation
• The Next Frontier
• Anchoring SAM Practice in a $1.43 Trillion Market

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 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.