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ARTICLE · 12 JANUARY 2017

To SAM Or Not To SAM? The Differences Between A Microsoft SAM Engagement And An Audit

Some companies may indeed benefit from working with a consultant to review software licensing and deployment practices.

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In recent years, Microsoft seems to have been shifting an increasing volume of its license-compliance resources toward what it calls Software Asset Management (SAM) reviews. These "optional" engagements typically are proposed by Microsoft personnel with whom a company has not had any prior interactions, and the company often receives no advance warning or introductions from its Microsoft account teams. The reviews are advertised as being "extremely beneficial" for the company, offering valuable insights regarding current SAM practices and opportunities for process improvement.

Some companies may indeed benefit from working with a consultant to review software licensing and deployment practices. However, no company should be under any delusion regarding what a Microsoft SAM engagement really is: an audit. Just like an audit, during the SAM process, Microsoft's auditors will ask for voluminous information regarding software deployments, will propose phone calls and

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