Certified Software Asset Manager (CSAM) Accredited by APMG & IAITAM

Course Description

This Certified Software Asset Manager (CSAM) on-demand training course is accredited by APMG and IAITAM and completing this course fully qualifies you to sit for the CSAM examination given by IAITAM. 

Course Features

• Flexible On-Demand Learning
• Learn with IAITAM Instructors
• Receive eBook Access to Official Course Materials
• 1 Free Exam Retake with Exam Voucher Purchase
• Instructor Support to Ask Questions
• Save 50% When You Purchase the Course & Exam Package

The IAITAM Certified Software Asset Manager (“CSAM”) Course provides a foundation for managing software assets, as well as knowledge of the ever-changing variables that occur within the field.  In this course, students will learn best practices in Software Asset Management, as well as the when and why to question why something should or should not be done, how to clearly identify goals, and how to quantify success. This course is designed to guide individuals within the profession to gain awareness of existing software regulations, the importance of adhering to the regulations and how those regulations have effect on every aspect of current and future business endeavors.  Additionally, the attendee will learn the importance and the steps necessary to achieve a proactive stance when dealing with software compliance.

With instruction focused on Communication and Education, Policy, Procedures, Project Management, Software Assets and Compliance Management, the course brings to light the importance of a well planned and executed Software Asset Management Program.

Course Materials:  IAITAM provides GogoTraining students with an electronic copy of the course materials.  IAITAM does not provide hard copies of the materials to students who take the eLearning class and will not sell hard copies of the materials to students taking the eLearning class.  The electronic materials that are provided to students taking IAITAM’s online class delivered on the GogoTraining platform are 100% identical to the materials that IAITAM provides and uses in their classroom courses.

In This Course You Will Learn:

• Successfully apply IT Asset Management best practices to build and maintain IT software assets
• Identify the practices leading to sustainable Software Asset Management programs that maximize value to the organization and meet goals specified
• Determine and execute next steps, and evaluate success within the organization’s unique culture, strengths and weaknesses

Prerequisites

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

Outline

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

Certification

The Certified Software Asset Manager (CSAM) course is accredited by APMG and IAITAM and completing this course fully qualifies you to sit for the IAITAM Certified Software Asset Manager (CSAM) examination given by IAITAM.

Online certification testing is available for students after course completion, with a valid exam voucher.  The voucher may be purchased from GogoTraining only at the time the course is purchased.

All students who purchase an exam voucher from GogoTraining when they purchase the course must create an IAITAM account that identifies you as a GogoTraining student by using this link: https://iaitam.org/create-account-gogo/.  You must be logged in to this account to access the exam, as well as course materials from this portal: https://iaitam.org/gogo-course-access/.  All exam periods are 14 days.  Exams can be taken any day of the week.  Students receive exam access for 14 days which includes 2 full weekends.

If the exam is not purchased at the same time as the course, you may purchase the exam at the non-member price of $350 by contacting IAITAM directly within 90 days of the date on your course completion certificate.

Students can use their manual and presentation while taking their exam, but are not permitted to use the internet or interact with instructors, other students, supervisors etc., while the exam is in progress.

Testing requires non-interrupted internet connection and may be taken at any time during the 14 day period. Once a test is started students are required to complete it during that session and are permitted up to 3 hours to complete the exam.  Candidates who purchase an exam voucher receive one test retake free of charge if they fail to achieve pass status on the first attempt. The retake is available after a 24 hour window of the first attempt and must be completed during the 14 day open period.

If a student is unable to attempt their exam during the extension period or does not pass one or both attempts they may purchase just the exam package through IAITAM only at non-member pricing (no discounts apply).

The Certification Exam consists of one hundred (100) questions are on each IAITAM certification exam and a passing mark is achieved by attaining 85% or higher.  If a student is unable to complete the exam and retake (if needed) within their 14 day window, a one-time 7 day extension can be purchased for $50 USD; this option must be completed before the initial 14 day window expires.  

If you have purchased the exam with your course, immediately upon completion:

• Download your Certificate of Completion from the course page
• Go to this link and create your IAITAM account: https://iaitam.org/create-account-gogo/ - Please note that you must use this link as it identifies you as a GogoTraining student.
• Select your exam here: https://iaitam.org/gogo-course-access/ - You must be logged in to the account you created as a GogoTraining student to access the exam. 
• Under Material or Exam Access, select Exam Access and click Submit

You will be required to upload your Certificate of Completion and IAITAM will be notified.  They will review your submission and contact you with exam access information the next business day.

Any questions concerning IAITAM materials can be submitted to [email protected].  IAITAM business hours are Monday-Friday, 9am-5pm EST.  During that time, please expect a response within 1 business day.

Recertification

All IAITAM Certifications are valid for one year from the date of certification.  Before your recertification due date, you can recertify by either taking another IAITAM course and exam or by paying IAITAM $125 and taking a survey and a 20 question quiz.  When you take a second course and pass the exam your current certification is automatically updated to be one (1) year from the date of the most recent certification and you do not need to pay the $125 recertification fee.  The recertification process is handled directly with IAITAM.

Exam Details:

• Once you begin an exam attempt, you will have 3 hours to answer 100 multiple choice and True/False questions.
• Once you’ve submitted an answer, it cannot be changed. In the same vein, all questions must be answered in order and questions that are skipped are counted as incorrect.
• The exam is open book so you are welcome to use the digital course manual and presentation while taking the exam.
• Although open book, IAITAM exams are not group exams so examinees are not permitted to seek questions or answers from other students, trainers or contacts. Copying exam questions or answers or taking screenshots are strictly prohibited and will result in a fail.
• Exam questions are not numbered, so you may want to keep a tally of the number of questions you’ve answered for time management purposes.
• If you do not pass your exam on the first try, you do have 1 complimentary retake. Both attempts must be taken and completed before the deadline. There is a 24 hour cool-down period between the time you end your first attempt and the time your second attempt will open so be sure to take your first attempt well before the deadline so you have time for the second attempt if needed.

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