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How a Mid-Sized Company Can Run SAM in Eight Weeks With MI One

An eight-week plan to implement software asset management with MI One: baseline, analysis, automation, optimization and governance, week by week.

By the MI Solutions SAM team10 min read4 exhibits

Software asset management does not have to be a year-long program. For a mid-sized company, a focused eight-week plan can produce a baseline, a first round of savings and the routine that keeps them. This is the plan we use in MI Solutions engagements, running on MI One.

The eight weeks

Exhibit 1
The SAM lifecycle in five phases Discover in weeks 1–2, Analyze in weeks 2–4, Automate in weeks 3–6, Optimize in weeks 5–8 and Govern from week 8 onward. Milestones: baseline at week 2, first savings by week 6, governed run-rate from week 8. From baseline to governed savings in eight weeks The five phases overlap, so quick wins start while the baseline is still being built W1W2W3W4W5W6W7W8W9W10W11W12 1 Discover2 Analyze3 Automate4 Optimize5 Govern Build the baselineFind the wasteNothing slips againTake the savingsKeep them Data in Usage vs licenses Owners, alerts, flows Reclaim · renegotiate Dashboards · reviews Baseline First savings Governed run-rate
The five phases overlap, so the first savings arrive while the baseline is still being refined.
Exhibit 2
Five overlapping phases in eight weeksWhen each phase starts, and what it producesDISCOVERANALYZEAUTOMATE AND OPTIMIZE02468WeeksDiscoverTop 20 vendors:contracts and dataAnalyzeUtilization,inactive users,overlapsAutomateRenewal Radar andMI Flow remindersOptimizeReclaim,right-size, preparerenewalsGovernPolicy, dashboards,quarterly review

Weeks 1–2: Discover

Import contracts for the top 20 vendors. See contract import. Connect identity, device, cloud and SaaS sources, and import spreadsheets for the rest. Normalize vendors and assign owners.

Weeks 2–4: Analyze

Map entitlements to deployments, calculate utilization and find inactive users, overlapping tools and over-licensed tiers. See license mapping.

Weeks 3–6: Automate

Put every renewal on Renewal Radar with an owner, and set up MI Flow reminders. See automating renewal reminders.

Weeks 5–8: Optimize

Reclaim inactive licenses, right-size tiers, prepare upcoming renewals with evidence, and record a decision on each budget line. See reclaim lists and Planning Workbench.

Week 8 onward: Govern

Publish a short SAM policy, start a quarterly portfolio review and report savings against target. See SAM operating model.

Who does what

01Your coordinator

One person, a few hours a week: access to data sources, owners, decisions.

02Vendor owners

A short workshop each to confirm usage and renewal direction.

03Finance partner

Agrees how savings are measured, and joins the budget step.

04MI Solutions team

Runs the baseline, the analysis and the first optimization cycle on MI One.

Exhibit 3
Your team's time is concentrated in the first weeksClient-side hours per week during an eight-week engagement, illustrative0 h2 h4 h6 h8 h10 h12 h10 hW19 hW26 hW35 hW46 hW55 hW64 hW74 hW8Illustrative. Mostly the coordinator; vendor owners join for short workshops.

What you have after eight weeks

Exhibit 4
What eight weeks deliversOutcomes of a typical MI Solutions engagement1VISIBILITYA trusted baselineContracts, usage andspend for top vendors2SAVINGSFirst savingsactionedReclaim, right-size,renewals prepared3CONTROLRenewals governedOwners, deadlines,automated reminders4ROUTINEA rhythm that lastsPolicy, dashboards,quarterly review

Week-8 checklist

Run it yourself or with us

You can follow this plan with MI One on your own, or have our SAM team run it with you as a project or managed service.

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Frequently asked questions

Is eight weeks realistic?

For the top vendors of a mid-sized company, yes. Larger or more complex estates take longer, but follow the same phases.

How much time does our team need to commit?

Typically a coordinator plus a few hours a week from vendor owners during discovery, then targeted workshops.

What happens after week 8?

The routine continues: monthly renewal reviews, quarterly reclaim cycles and the quarterly portfolio review, run by your team, by us, or together.

See where your software budget goes

Bring your five largest vendors to a 30-minute call. Our SAM experts will show you where the savings usually hide, and how fast MI One can surface them.