Jan 22, 2019 building an asset management policy is a long process. Attachment 3 of the asset management plan template. As an operational practice, it asset management serves multiple purposes, as reflected in the list below. This template helps to capture the configuration item details essential to. Information technology systems asset manage ment guideline cov itrm guideline sec51800 date. Our series has already explored the asset management planning and decision making process in some detail in parts 4, 5 and 6. It is designed specifically to track hardware and software inventory, including the location of installed. After you enable a discovery source, the software asset management application normalizes software installation data. Jun 20, 2011 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. Free business process document template project management docs. The creators of exactdocs, solentive systems, is a digital consultancy which has been in operation for over 25 years, servicing clients in the us, the uk and australasia.
It can refer to physical objects, such as buildings, equipment, or raw materials, as well as intangible things, such as staff or money. It asset management policy template executive summary. Moreover, there is also the option of adding your own details and rows or columns and making the templates much more functional and confirming to your requirements. Create individual assets, such as hardware, consumables, and software licenses. Create categories of asset models such as computers, servers, printers, and software. 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. Asset management template is a sample plan of asset management. Disposal of garbage in accordance with the waste management plan. Identify a sponsor in senior management who can lend support and oversight to the project. There are 3 key ownership roles in process documentation. These calculations are automatically run weekly or on. Definition of the process, policies, and standards. 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.
Best practices for implementing software asset management. 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. One of the most significant challenges for asset intensive organizations is how to effectively manage their different types of assets. Using the best personal asset inventory templates you can put all the details into one page and then print it to keep the stock of inventory list handy. This is obviously a key process for successful asset management, but it is equally obviously insufficient as the actions identified in the plans will need to draw on other organisational processes. Asset management practices are used to minimize the risk that investments made in technology hardware, software and training will be lost due to theft, destruction or other damage. In some cases, the same person may play all three roles. Consider developing these procedures in consultation with the software asset manager.
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. Download it asset management sample diagram for visio 2010 from official microsoft download center. After noticing the reoccurring need for an easytouse document generation and template management system, in 2016 solentive systems developed exactdocs. Typical asset inventory systems, while generally good at tracking hardware inventory, arent usually set up to handle software inventory management. Fundamentals of asset management 19 sustainable, best value service delivery. Retirement and disposal of obsolete assets at the right time in the right way to avoid risks and noncompliances. To define the cmdb plan, including purpose, scope, and objectives. Purpose this policy seeks to outline the guidelines and practices that govern decisions on asset management at insert company to ensure insert company accomplishes its mission of providing highquality products in a sustainable and safe environment. If you are starting to build your process from scratch or looking to refresh your existing processes i hope you find this document useful. One of our virtual user group vug members has kindly shared their process for authorization and procurement of software.
This template is intended to provide an example of common and effective business document contents. For tracking software licenses, try our software inventory template. Building an asset management policy is a long process. Service transition service asset and configuration. This process and procedure document is the basis underlying the implementation of asset management for fermi national accelerator laboratory purpose the purpose of this document is to describe the toplevel asset management process and define the activities for each sub process area.
While business process documents may contain many different sections, there are some sections common to all business documents. Youve identified the need for digital asset management software but having a clear understanding of your requirements and which software is best suited can be complicated. 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. It asset management process itil templates and documents.
Sep 19, 2011 this is the second part of their software management process license control and efficiency. Implementing iso 55000 part 8 key asset management. On a voluntary basis martin is a contributor to iso wg21 which develops the. This business process document has been developed for use in acme corporations personnel staffing efforts.
Martin is also author of the book practical itam the essential guide for it asset managers, a book that describes how to get started and make a difference in the field of it asset management. Apr, 2018 software license management which defines a standard process to manage and optimize the purchase, deployment, maintenance, utilization, and retirement of software within the organization. Free software inventory tracking template for excel. Asset disposal manager is accountable for asset disposal process and operations. Template management systems are just one part of the document ecosystem but they are a crucial part. Aside from the specialized iso 19770 standards and microsoft sam optimization model for software management, no generally recognized framework is available for it asset management comparable to it service management frameworks such as itil it infrastructure library or the microsoft operations framework mof. Template management is the essential part that brings all the assets and information needed for creating documents close to the employee, making it easier than. This is the second part of their software management process license control and efficiency. This document defines the stepbystep instructions on how to conduct the activities used to implement the asset management hardware procedures process in uns sacm. The service asset and configuration management process is divided into five subprocesses.
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. It asset management policy itil templates and documents. Back in june one of our virtual user group vug members has kindly shared their process for authorization and procurement of software. It service asset and configuration management plan template the goal of service asset and configuration management is to plan and manage assets and configuration items that a business uses across all its departments. The best method for managing assets depends on business needs and how your business is organized. A well drafted sample asset management can help business to manage a broad range of assets with efficiency. Weekly content updates such as publisher names, product names, and software life cycle dates, are made available. Example asset management process product documentation.
Does anyone have a sample it asset management process they would be happy to share with me. Anytime i need to get a total asset cost of our asset called it staff, i simply retrieve the. 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, or by external consultants employing their own methodology, or by other means. Or, if you want to avoid such extensive paperwork, grab the readytouse templates that we have in an entire range for you. Asset management includes not just assets used for maintenance, like machinery and spare parts. It service asset and configuration management plan template. Use our rfp template to simplify the process of choosing the right digital asset management vendor. Templafy is also a part of this, and although it is not a document management software, it integrates with the following platforms. Defines classes, naming conventions, roles and responsibilities, and interfaces with other systems. It asset management process life cycle is what you do, and asset tracking records what youve done.
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. You could also use a sample like this to document the proposed configuration and topology of new it assets. Technology devices and software are certainly assets and they are certainly expensive, valuable and worthy of protection from failure, loss, destruction, theft, damage and related harm. If you own a store or company or warehouse and need to maintain and manage an inventory list frequently and also track it, you can use the asset inventory template to do the same. The purpose of a procedure document is to institutionalize and formalize the preferred method of performing tasks that staff is using. These companion documents also comply with milstd498 and its associated dids. Models are specific versions or various configurations of an asset, such as a macbook pro 17. 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.
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. A key component of asset management is the initial and ongoing inventory or discovery of what you own. Gartner research director patricia adams underscores the importance of process and tool support in managing assets through the entire life cycle. Asset disposal which defines a standard process to decommissioning the it assets due to damage loss theft eol as per the organizational, legal, and. The asset management process will have a single process owner and a separate process manager, responsible for implementation and ensuring adherence to the process. To make such a detailed document, start with the project or work summary, scope, add the short term and long term goals, resource and time management, duties and responsibilities division, steps to follow, reporting, etc. Software license manager is accountable for the software license management process and operations. As more and more personal devices access company networks, cybersecurity threats continue to increase dramatically. Templafys template management solution has the ability to integrate with other content management systems, such as digital asset management systems and document management systems.
Download asset management template for free formtemplate. The goal of service asset and configuration management is to plan and manage assets and configuration items that a business uses across all its departments. An asset refers to anything that is used in the regular operation of an organization. Jun 10, 2011 one of our virtual user group vug members has kindly shared their process for authorization and procurement of software. Download it asset management sample diagram for visio 2010. Software asset management includes built in software license calculation intelligence, easily applied to software entitlements without writing a single line of code. What is it asset management policy it asset management policy is a management directive that significantly influences the it asset management processes and procedures. Excel can be a useful tool for setting up very basic inventory, equipment tracking, and asset tracking systems. Choosing whether document management software is necessary, and which one works best for the needs of your organization is just one part of the document ecosystem. Itam policies are written instructions which specify what needs to be accomplished who are the audience for the policy why is the policy needed. The free and premium download inventory templates excel provide a well structured and designed framework for you to begin listing your things. Asset management template is a sample document that shows the strategy, procedure and framework for managing the assets in a cost effective manner. Does anyone have a sample it asset management process they. Eam software helps do this without creating a backload of management tasks that can impair efficiency.
Service transition service asset and configuration management. In order to quantify the success of your sam program, you will want to evaluate. It is particularly useful for tracking computer hardware, tools, repair equipment, and other fixed assets. Providing advice to management and staff on it asset management related processes, models, improvements, and best practices. This process and procedure document is the basis underlying the implementation of asset management for fermi national accelerator laboratory purpose the purpose of this document is to describe the toplevel asset management process and define the activities for each subprocess area. Software license management which defines a standard process to manage and optimize the purchase, deployment, maintenance, utilization, and retirement of software within the organization. Using a stepbystep method to document a process will help you get it done. The sdp template contains software engineering process definitions and references to other key templates for software configuration management, and software quality assurance.
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