Interactive Walkthrough for Software Asset Management (SAM)

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Step-by-Step Guide

1. Start on the Software Asset Management - Compliance dashboard to focus on key compliance metrics.

2. View total License Compliance Exposure

3. View and drill down onto Raw Software Applications to review a complete software inventory

4. Certero will automatically normalize and categorize the raw software inventory into friendly software names and licensable installs using Software Recognition

5. Manually add or bulk import Agreements, Transactions and Maintenance data

6. Report on License Software Risk by software name or publisher

7. Drop down the Select Dashboard area

8. Click Renewal Management to proactively manage upcoming software renewals and avoid costly lapses

9. View complete Renewal Management dashboard

10. View Agreement Renewals Next 90 Days for a prioritized list of critical upcoming agreement renewals

11. View the same data for Subscriptions

12. Review Subscription Renewals Next 90 days to stay ahead of key subscription deadlines.

13. Open the Renewal Management dropdown to switch views and focus on specific renewal data.

14. Access the Microsoft ELP dashboard for a sample vendor specific insight

15. View asset, user, SaaS, license requirements and infrastructure data all in one place with Certeros editable dashboards

16. Review the Microsoft 365 data that is connected through graph for a clear picture of subscription allocation.

17. Focus on Microsoft Qualifying Users Remote Desktop Services User CAL requirement from Active Directory data

18. This brings an end to the Interactive Walkthrough*. Please contact us for next steps