Implement IT Asset Management

Create a proactive program that can respond to the dynamic nature of ITAM.


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Your Challenge

  • Clients are troubled by high hardware and software life-cycle costs.
  • Software licensing audits are increasing in frequency and cost.
  • Insecure assets can result in the leak of sensitive data.
  • Asset managers and service desk managers do not know where to start.

Our Advice

Critical Insight

  • IT asset management (ITAM)’s real value doesn’t emerge from compliance; it comes from strengthening other IT services.
  • Proactive asset management can prevent an audit from happening.
  • Treat ITAM like a process, not a project.

Impact and Result

  • Develop an IT asset management standard operating procedure.
  • Draft a list of technical requirements for an ITAM solution to help generate a shortlist.
  • Save thousands on lost or stagnant equipment and costly data breaches.
  • Improve other processes by leveraging IT asset data.

Implement IT Asset Management

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should implement IT asset management, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Design IT asset intake and maintenance processes

Define the storage, deployment, and maintenance processes of your hardware and software.


Design IT asset security and disposal processes

Define an asset security policy and workflows for asset disposal and recovery processes.

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Asset Management Course

Create a proactive program that can respond to the dynamic nature of ITAM.
This course makes up part of the Infrastructure & Operations Certificate.

Now Playing: Executive Brief

Course information:

Title: Asset Management Course
Number of Course Modules: 5
Estimated Time to Complete: 2-2.5 hours

Sandi Conrad, Sr. Research Director, Infrastructure Practice
Gord Harrison, SVP of Research and Advisory

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define Scope and Procurement

The Purpose

  • Define scope and procurement.

Key Benefits Achieved

  • Scope aligned to business goals.
  • Procurement workflows for hardware and software.



Define assets in your organization.

  • Reporting requirements
  • Asset management goals


Define ITAM roles and responsibilities.

  • RACI chart


Define standards for hardware procurement.

  • Hardware procurement workflow


Define standards for software procurement.

  • Software procurement workflow

Module 2: Manage Usage Lifecycle

The Purpose

Define workflows that manage intake through to maintenance.

Key Benefits Achieved

Workflows and asset standards identified.



Draft workflows for hardware receiving, inventory, and tracking.

  • Target-state output for hardware inventory


Draft workflows for software receiving, inventory, and tracking.

  • Target-state output for software inventory


Draft workflows for hardware deployment and maintenance.

  • Target-state output for hardware deployment and maintenance


Draft workflows for software deployment and maintenance.

  • Target-state output for software deployment and maintenance

Module 3: Protect Against Data Loss

The Purpose

Establish a strategy to keep your assets and data secure through the end of their life cycle.

Key Benefits Achieved

Designed and completed:

  • Asset Security Policy
  • Asset Disposal Strategy



Develop asset security policy.

  • Asset Security Policy


Define policies, processes, and workflows for hardware disposal/recovery.

  • Hardware Disposal Workflow


Define policies, processes, and workflows for software retirement/harvest.

  • Software Disposal Workflow

Module 4: Develop the Roadmap

The Purpose

Instill proactive contract management and develop implementation timeline.

Key Benefits Achieved

Designed and completed:

  • Audit defense strategy
  • ITAM roadmap



Define contract management processes.

  • Contract Management Policy


Develop audit management processes.

  • Audit Defense Policy


Develop an asset management roadmap.

  • Asset Management Roadmap


Develop a communications plan.

  • ITAM Communication Plan