Indirect Access General

Draft Table of Contents for SAM Research

*This is an in-process research design document. It will be updated as the design is refined.


There are many areas to be covered on SAM software that would be quite useful in a SAM guide which is combined with an explanation of SAM vendor offerings.

See our references for this article and related articles at this link.

Research Intent

The intent of this research is the following:

  • Overall Level of the Study: The study is to provide a background on forecasting made understandable to a beginning audience (that is readable by executives and members of IT who in most cases have never used SAM software).
  • Differences with Previous Similar Work: To provide a level of explanation not found in previous similar work.
  • Explaining Foundational SAM Topics: To cover foundational topics that are often poorly understood. For instance, “is SAM still a thing now that companies are transitioning to Cloud?”
  • Specialized SAM Applications Versus Excel: Cover why specialized SAM applications have specific benefits over exports and Excel.
  • Software Characteristics Explanation and Review: Layout the important characteristics of SAM applications.
  • Highlight the Importance of SAM Software Characteristics: Explain why certain characteristics of SAM software are so essential to licensing success/licensing improvement using ServiceNow versus Snow Software.
  • Highlight Techniques in SAM Software That are Proven to Work: Explain what techniques in SAM tend to provide the greatest benefit.

Features of the Research for Vendors

The research would help vendors in several different ways.

  • Lead Generation: Standard lead generation, coverage in a credible source.
  • Category Promotion: The overall emphasis on the importance of the forecasting software category. The research is by its nature promotional of the overall software category. SAM software is essential and has many areas for growth both in potential customers that do not possess such software and in improvement in the use of expansion of the footprint of the software already purchased.
  • Current Account Enlargement: The research could be sent to any prospect and any customer? Why customers? Well even at accounts that have already been sold, there is the question of enlarging the footprint of functionality that is used. Areas such as the “Techniques in SAM Software That are Proven to Work” is a jumping off point for discussions at current accounts. Customers that use more functionality within a particular application tend to buy more software from software vendors, extensions, plug-ins, etc..
  • Separate Application Profiles: In some cases, vendors would like to be part of the overall research paper. However, in other cases, the vendors prefer to simply provide the vendor profile without the rest of the research. Currently, the thought is that the research article would have links to application profiles. This has the extra benefit of keeping the individual article from being too long. Therefore the application profile could be sent to customers/prospects rather than the overall research article. Some explanatory articles will also probably be linked to the main article for readers interested in more detail into a technical area of forecasting.

Funding and a Level Playing Field

The funding model for the research is designed (being designed) to keep larger vendors from receiving preferential treatment over smaller vendors. That is the issue with Gartner and Forrester.

The funding model is still being refined, but the emphasis is on keeping the exercise fair. That is, it is not to be profit maximizing.

Improving SAM Software Selection

Understanding What SAM Is

SAM as a Topic Area

SAM Software in an External Application Versus Within the Application

Characteristics of SAM Products

a). The License Visibility Provided of SAM

b). Using SAM Output

c). SAM and Vendor Negotiation

d). The Types of Software Managed by SAM

e). Oracle License Management Functionality

f). SAP License Management Functionality

g). Microsoft License Management Functionality

h). IBM License Management Functionality