ITAM Toolkit

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Accurate and timely IT Asset Management (ITAM) enables key corporate priorities by controlling costs, enhancing Operational Efficiency, ensuring Regulatory Compliance, and mitigating security and financial risks.

More Uses of the ITAM Toolkit:

  • Provide expertise in ensuring that software license contracts and agreements, software licenses and software installations and associated linkages are reflected correctly in the ITAM / Software.

  • Audit: technology Asset Management (ITAM).

  • Establish: information technology Asset Management (ITAM) analysis.

  • Be accountable for using reports to establish adherence to ITAM standards, Processes And Procedures.

  • Audit: conduct workshops and sessions enabling your customers to take full advantage of ITAM solution capabilities.

  • Orchestrate: ITAM oversee, manage and optimize organization IT systems, hardware, processes and data.

  • Confirm your operation ensures that ITAM related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration to data sources.

  • Oversee: IT Asset Management (ITAM) demonstrations that reflect Customer Requirements.

  • Steer: design, implement and manage (ITAM) IT Asset Management program, policies, procedures and processes.

  • Identify: adoption of ITAM platform for customers and sales team.

  • Support the ITAM tool, CMDB implementation, and automation /integration efforts involving IT Asset Management processes.

  • Create and maintain all ITAM policies, standards, and procedures documentation.

  • Ensure that ITAM related tools and services are properly evaluated, selected, implemented, configured, and maintained, with appropriate integration with other sources of organizational data.

  • Ensure that ITAM related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration with other sources of organizational data.

  • Calculate ensure that ITAM related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration with other sources of organizational data.

  • Steer: software Asset Management / ITAM.

  • Steer: design, implement and evolve Processes And Procedures aimed to verify and rectify ITAM and CMDB data accuracy, completeness, consistency and integrity.

  • Pilot: IT Asset Management (ITAM) IT Asset Management program.

  • Provide leadership, vision, management and strategy for ITAM services.

  • Ensure adherence to ITAM standards, Processes And Procedures.

  • Orchestrate: ITAM (IT Asset Management) consulting.

  • Provide ITAM training for clients throughout project duration.

  • Solidify in depth of understanding in hardware Asset Management policies, procedures and ITAM best practices.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical ITAM Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any ITAM related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated ITAM specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ITAM Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which ITAM improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do your measurements capture actionable ITAM information for use in exceeding your customers expectations and securing your customers engagement?

  2. Are there any activities that you can take off your to do list?

  3. How do you measure efficient delivery of ITAM services?

  4. Was a life-cycle cost analysis performed?

  5. Which ITAM impacts are significant?

  6. Are you assessing ITAM and risk?

  7. Would you recognize a threat from the inside?

  8. How do you define the solutions' scope?

  9. Can you do all this work?

  10. Are required metrics defined, what are they?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the ITAM book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your ITAM self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the ITAM Self-Assessment and Scorecard you will develop a clear picture of which ITAM areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough ITAM Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ITAM projects with the 62 implementation resources:

  • 62 step-by-step ITAM Project Management Form Templates covering over 1500 ITAM project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all ITAM project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the ITAM project team have enough people to execute the ITAM project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed ITAM project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete ITAM Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 ITAM project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 ITAM project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any ITAM project with this in-depth ITAM Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ITAM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in ITAM and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make ITAM investments work better.

This ITAM All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.