ITAM services and resource directory

Find a free starting point, a focused procedure, a domain toolkit or professional consulting support. Hardware, software, SaaS, cloud and AI estate resources are organized below.

Consulting, learning and free resources

• Stop Renewing Technology You Don't Use
• Built by a Practitioner. Delivered with Precision.
• Let's Talk About Your Technology Spend
• The Frameworks Behind the Work
• Welcome to Operational ITAM: Know What You Own
• Hardware Asset Management: The Seven Gates
• Software Asset Management: Proving What You Own
• Surviving a Software Audit, Part One: The Letter Lands
• Surviving a Software Audit, Part Two: The Settlement
• Shadow IT: Reading the Demand Signal
• Hardware Refresh Cycles: The Great Debate
• The Last Mile: Disposal, Data Destruction, and Chain of Custody
• Renewals: The Negotiation You Can Actually Win
• Do You Actually Need a Tool? The Readiness Test
• The AI Estate: The First Asset Class With a Regulator Attached
• The Meter Room: Read the Meter Before the Invoice Does
• The Standards Body: FOCUS Put Our Name on the Door
• Send Me Your Situation
• Operational ITAM Podcast
• Published Work
• Free Resources for Technology Leaders
• Copilot / AI Governance Readiness
• Fractional ITAM Advisor
• ITAM Maturity Assessment
• AI ITAM QuickScan
• SaaS Waste Assessment
• Fixed-Fee. Time-Bounded. Evidence-Driven.

Process kits and companions

• Hardware Asset Management
• Software, SaaS & Cloud
• AI Estate Operations
• ITAM Program Library
• Complete ITAM + AI Library
• Consulting Delivery Edition
• Roles & Operating Cadence
• Problem Solving & Assurance
• Platform Operations
• AI Operations Laboratory

Individual ITAM procedures

• Authorize the ITAM operating model
• Set policy, authority and exception rules
• Establish identifiers and field-level authority
• Operate discovery and data imports
• Protect evidence and manage records
• Assess and treat asset risk
• Test controls and correct recurring failures
• Develop competence, communications and improvement
• Request equipment and select fulfillment
• Procure hardware and establish the expected asset
• Receive, identify and accept hardware
• Control stock, reservations and loans
• Deploy and transfer custody
• Manage joiners, movers and leavers
• Maintain hardware and support coverage
• Repair, replace and track components
• Recover devices and manage reverse logistics
• Respond to lost, stolen or unaccounted equipment
• Verify physical inventory and custody
• Sanitize and dispose with verified evidence
• Decide refresh using the Three Curves
• Govern BYOD, shared devices and specialized assets
• Evaluate software demand and maintain the catalog
• Acquire and validate entitlement evidence
• Normalize software inventory and establish scope
• Package, test and authorize software release
• Allocate rights and verify deployment
• Remove software and reclaim reusable rights
• Manage license pools and reservations
• Build and challenge the effective license position
• Control publisher audits and licensing reviews
• Resolve findings and document settlement
• Control software change, virtualization and cloud mobility
• Manage open-source, development and software supply-chain assets
• Discover SaaS and respond to shadow demand
• Govern SaaS identities, tiers and service accounts
• Register cloud resources, ownership and allocation
• Inventory and govern AI services and agents
• Plan renewals against the notice deadline
• Exit contracts and verify the ending
• Reconcile consumption meters and invoices
• Govern commitments, forecasts and consumption controls
• Select, rescue and validate ITAM tooling
• Manage suppliers and competitive sourcing
• Reconcile operational assets to financial records
• Validate benefits and report business outcomes
• Manage acquisitions, divestitures and entity changes
• Govern document versions and process change