Sep 19, 2011 back in june one of our virtual user group vug members has kindly shared their process for authorization and procurement of software. Once the template has been finetuned, it can serve as a guide for others within an organization to follow. The software asset management features of the itsm suite can be activated using one of the plugins in the feature table. It request for change template a change request is standard documentation in change management. It asset management governance sam charter software asset. Ive been tasked with creating a high level end2end it asset management process document covering hardware, software. Constellation financing systems asset document management. Software license manager is accountable for the software license management process and operations. Best practices for implementing software asset management. Specifically, breadth of life cycle coverage and depth of process. This document describes the formal process for implementing the requirements of the asset management hardware procedures process.
Does anyone have a sample it asset management process they would be happy to share with me. You have to analyze and create a strategic process for the proper management of your it infrastructure, software products, or software project. Companies in the process of researching asset management solutions will find that our templates are designed to jumpstart their selection. Free software inventory tracking template for excel. Neca implemented exactdocs which centralised their documents and allowed them to bundle their templates together into packages. Fixed asset management sample reports 1 fixed asset management sample reports this document includes information about and instructions for creating the most common fixed asset management reports. Asset management plan definition strategy framework. Identify a sponsor in senior management who can lend support and oversight to the project. Typically, more than one asset is covered under an asset management plan and it follows a system approach especially where a number of assets. Policy is a tool by which related practices are implemented and executed, laying out the what, how and why of it asset management. As more and more personal devices access company networks, cybersecurity threats continue to increase dramatically. Create categories of asset models such as computers, servers, printers, and software. Establish the aim of the organization clearly and succinctly. Exactdocs document template management software system.
How to create useful software process documentation. Asset management template is a sample plan of asset management. Maintaining templates in document management system. Their document generation process has been streamlined and templates. Document design formats are easily developed and deployed using ms word templates. With exactdocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. Asset management is a process for maintaining a desired level of customer service at the best appropriate cost.
For individuals and teams, the policy provides a template for. Software asset management refers to a set of integrated procedures, team members, and tools, which monitor and provide visibility into each of. Wherever you are in the process of implementing software asset management sam in. It provides an operational definition of the major components of the process and how to perform each step in the process. This results in organizations having an automated process to manage costs and maintain software license compliance. In order to let every individual of the company know the clear process on how to issue a document and where to get a certain document, the following flowcharts are presented. If you are starting to build your process from scratch or looking to refresh your existing processes i hope you find this document useful. Building a successful it asset management program in order to realize the significant potential benefits of it asset management, a successful program requires breadth and depth.
Example asset management process product documentation. Create a custom template for recording, analyzing, and improving business processes. Template management is the essential part that brings all the assets and information needed for creating documents. By having templates in place we can utilize the predefined documents instead creating right from scratch. Building an asset management policy is a long process. Technology devices and software are certainly assets.
When i was a young cio i ran into my cfo one day in a hallway of our company and he asked me an. The iaitam best practice blueprint bp 2 is a process oriented framework and the initial volume of the iaitam best practice library based upon the collective knowledge and practices that have proven most successful by the it asset management. Information technology systems asset manage ment guideline cov itrm guideline sec51800 date. Microsoft software asset management sam solutions offer the proven processes and software you need to help your customers manage, protect, and optimize it assetsand drive their businesses forward. It asset management software asset management for the future software asset management sam is an important part of the servicenow itam solution that includes many innovative and compelling features to help organizations reach higher levels of process. One simple definition we have for asset managementis thinking of it as a process for. A formal risk management exercise should be conducted via a corporate governance process to identify which risks itam sam can reasonably be expected to. Jun 10, 2011 one of our virtual user group vug members has kindly shared their process for authorization and procurement of software. Jan 22, 2019 building an asset management policy is a long process. Flowcharts are often created using visio or other mapping software, but this simple template. Fixed asset accounting, management it asset management exela. How to create a flow chart for asset management simply download and install the asset management flowchart software first before designing a flowchart for managing assets. It is easy to use and is the perfect companion for your microsoft productivity tools such as sharepoint, onedrive, dynamics 365 and word. To make an effective asset management, business need to first know what they own, however, administrative change such as restructuring, amalgamation or downsizing makes it difficult to document the full extent of an organizations portfolio.
Excel can be a useful tool for setting up very basic inventory, equipment tracking, and asset tracking systems. It is designed specifically to track hardware and software inventory, including the location of installed. Management, six sigma or some other quality framework, one of the cornerstones of any of these frameworks is to document our processes. Making a process document can be as simple as following the outline of a template, but youll need to customize it to fit the needs of a specific business. Created by our global community of independent web developers. Our request for proposal template for document management software dms is designed to help organizations in the midst of choosing a new dms solution. If you are starting to build your process from scratch or looking to refresh your existing processes i hope you find this document.
It asset management asset management process itil docs. It sets the tone for the rest of the document by grounding asset management in the overarching goals of the organization. The lm template also integrates with the vector asset manager pro for allocating. The goal of itil service transition practices is to ensure that it service deployment and the changes to those services take place in a smooth, coordinated manner. It asset management process document covering hardware, software. The case for software asset management sam in recent years, software asset management sam has rapidly gained importance among many organizations as a strategic imperative that enables them to achieve maximum value from their it investments.
It is particularly useful for tracking computer hardware, tools, repair. The process of tracking, monitoring and reporting the use and ownership of software assets throughout their lifecycle, including licenses, versions, and installed endpoints. Below are sections commonly included in a process document. As discussed, once they are documented, established and approved, asset management policies provide the means to institutionalize underlying objectives. A comprehensive asset management template should provide clear insights regarding your ventures.
The available release versions for this topic are listed there is no specific version for this documentation. Software asset management is the business strategy for reclaiming budget. Customized forms are the ideal tools for asset management procedures. Writing and using a software management plan software. Just to name a few examples a software asset management tool can automate. Any help, advice, guidance or sample documents would much. It is a set of managed processes and functional capabilities throughout the five. For your insight, check these few tips we prepared for you. A tactical plan rendered for managing firms infrastructure along with other financial assets to ensure delivery of agreed standard of services is known as an asset management plan amp. In practice, providers employ a range of property condition standards to assess their properties, depending on whether the assessment is carried out utilising proprietary asset management software. Asset management plan guidance and template version 1. Asset management flowchart makes manage assets effortlessly. Improve process document management with smartsheet. Specifically, breadth of life cycle coverage and depth of process support.
This is the second part of their software management process license control and efficiency. Tecs rfp templates for asset management software provide all the features and functions you can expect to find in several types of asset management software. The iaitam best practice blueprint bp 2 is a process oriented framework and the initial volume of the iaitam best practice library based upon the collective knowledge and practices that have proven most successful by the it asset management itam profession. Templafys template management solution has the ability to integrate with other content management systems, such as digital asset management systems and document management systems. Developing and implementing a strategic asset management plan will allow for a detailed understanding of what physical assets are currently held, their value, future value, and costs associated with maintaining them or disposing of them. Documents can be associated with variety of transaction elements including customer, program, asset type, or financial product, delivering build once, use many process scaling and efficiency.
Software asset management sam is the practice of managing the lifecycle of. Iaitam best practice library the practitioners guide to. He asked, mike, what would it cost to replace our technology. One of our virtual user group vug members has kindly shared their process for authorization and procurement of software. The case for software asset management sam in recent years, software asset management sam has rapidly gained importance among many organizations as a strategic imperative that enables them. Feedback on the easy guide to process documentation. Accredited providers in the microsoft sam managed service program are experts in helping organizations gain and maintain control over it costs, risks, and complexity, while providing insights and recommendations for getting the most value from software investments. This template is intended to provide an example of common and effective business document contents. The asset management process is focused on ensuring that it infrastructure components, known as asset items cis are identified and tracked accurately and in a timely fashion. This process and procedure document is the basis underlying the implementation of asset management for fermi national accelerator laboratory.
How to create useful software process documentation introduces the reader. This template is designed to assist you in the creation of a standard operating procedure for software asset management. Three reasons now is the right time for asset management software. Manage assets by counting software licenses, viewing assets that are in stock, setting asset states and substates, and analyzing unallocated software. It asset inventory which defines a standardized process for tracking, arranging and managing the organizations stock of valuable it assets in structured way. Implementing a software asset management plan softwareone blog. What would be the process for keeping an up to date list of software assets and dependencies. Following tutorial will show you how to create asset management flowchart. Attachment 3 of the asset management plan template. It is very easy to publish assets to all kind of social media networks and partner websites. Software does not include computer databases or computer software documentation. The best method for managing assets depends on business needs and how your business is organized. Asset management needs to understand the assets scope and asset value.
They can be downloaded and used as templates for making your own document management procedure flowchart. Software license management which defines a standard process to manage and optimize the purchase, deployment, maintenance, utilization, and retirement of software within the organization. It software management could be a timeconsuming process because of its complexity. Software license manager has the goal to utilize software licenses as efficiently as possible and ensure that the organization is in control of its software licenses. Accredited providers in the microsoft sam managed service program are experts in helping organizations gain and maintain control over it costs, risks, and complexity, while providing insights and recommendations for getting the most value from software. When i was a young cio i ran into my cfo one day in a hallway of our company and he asked me an interesting question. Download asset management template for free formtemplate. In order to achieve this, all stakeholders must be informed of the importance of each of them fulfilling his or her role in the process. Iaitam best practice library the practitioners guide to itam. Free business process document template project management. Microsoft software asset management sam solutions offer the proven processes and software you need to help your customers manage, protect, and optimize it assets. Software license management which defines a standard process to manage and optimize the purchase, deployment, maintenance, utilization, and retirement of software. It request for change template a change request is standard documentation in change management, and may include information on the person requesting the change, the change being requested, evaluation. Typical asset inventory systems, while generally good at tracking hardware inventory, arent usually set up to handle software inventory management.
You could also use a sample like this to document the proposed configuration and topology of new it assets. Download business process documentation templates for word and excel. Follow the process documentation steps we have discussed above, and make use of the process flowchart templates to ensure a quality documentation process. While business process documents may contain many different sections, there are some sections common to all business documents. Purpose, scope and intent scope this asset management policy applies to all assets owned by insert company and all aspects of. Like so many other types of it management policies, including data security and email, asset management policies are used to protect business assets and interests. In many organisations it is not often the start or the end of it asset lifecycle management that presents management challenges pertaining to status or location. The nist cybersecurity it asset management practice guide is a proofofconcept solution demonstrating commercially available technologies that can be implemented to track the location and configuration of networked devices and software across an enterprise. It is particularly useful for tracking computer hardware, tools, repair equipment, and other fixed assets. By customizing the sample diagram and linking to your own data, such as from your management software, you can quickly build an ataglance view into your it asset inventory.
Definition of the process, policies, and standards. Does anyone have a sample it asset management process they. It asset management software asset management for the future software asset management sam is an important part of the servicenow itam solution that includes many innovative and compelling features to help organizations reach higher levels of process maturity. A professional asset management flowchart can do you a great favor to successfully manage assets. Prosperforms software for daily and weekly status reports. There are a lot of great asset tracking software tools out there, but if you just need a simple solution, you can download the free asset tracking template below. Below, you will find templates for a change request, service asset and configuration management, release management, and project management. It asset management maturity to deliver increasingly greater benefit. Download it asset management sample diagram for visio 2010. Exelas asset tracking software provides a comprehensive solution for lease and it fixed asset management and administration. It is designed specifically to track hardware and software. Unfortunately efforts to document our process often end up in volumptus volumes of verbosity that sit on the shelf and gather dust. April 27, 2009 1 1 introduction this guideline presents a methodology and guidance that agencies can use in developing and implementing the it systems asset management component of their agency information security program.
1188 442 1324 623 798 1291 1626 1118 333 1287 928 423 524 1287 1504 52 1185 1182 22 1203 1328 316 1639 336 894 1111 23 388 1365 709