Oracle Software Asset Management: Best Practices

What is Oracle Software Asset Management

  • Oracle Software Asset Management (SAM): Processes and tools for managing Oracle software licenses.
  • Cost Optimization: Reduces software costs through efficient license management.
  • Compliance Assurance: Ensures adherence to Oracle license terms.
  • Usage Tracking: Monitors software usage to optimize resources.
  • Risk Mitigation: Identifies and mitigates compliance and security risks.
  • Informed Decision-Making: Provides data for strategic planning.

Oracle Software Asset Management (SAM)

Benefits of Oracle SAM

Oracle Software Asset Management (SAM) is a comprehensive set of processes and tools designed to help organizations manage and optimize their use of Oracle software licenses.

This includes tracking and reporting software usage, ensuring compliance with license agreements, and negotiating with Oracle for additional licenses or discounts as needed.

Key Benefits of Implementing an Oracle SAM Program

Cost Savings

Oracle software can be expensive, especially for organizations with many users or servers running Oracle products. An effective SAM program helps organizations reduce their overall Oracle software costs by:

  • Reallocating Licenses: Adjusting license allocations to match changing needs.
  • Negotiating Discounts: Working with Oracle to secure discounts or better terms.
  • Exploring Licensing Options: Transitioning to less expensive licensing models where appropriate.


Non-compliance with Oracle’s licensing terms can result in costly audits, fines, and reputational damage. An Oracle SAM program mitigates these risks by:

  • Tracking Usage: Monitoring software usage to ensure compliance with license agreements.
  • Accurate Reporting: Providing detailed reports on license deployment and usage.
  • Regular Audits: Conducting regular internal audits to ensure ongoing compliance.

Improved Efficiency

An Oracle SAM program helps organizations better understand their software usage patterns, leading to more efficient resource allocation. Benefits include:

  • Usage Insights: Identifying areas of over or under-utilization.
  • Informed Decisions: Making data-driven decisions about software allocation and usage.
  • Resource Optimization: Ensuring optimal use of available licenses.

Risk Management

Identifying and mitigating potential risks associated with Oracle software usage is a key component of an Oracle SAM program. This includes:

  • Non-Compliance Risks: Spotting areas where the organization might be at risk of non-compliance.
  • Vulnerability Identification: Finding potential weaknesses in the Oracle environment.

Better Decision-Making

An Oracle SAM program provides valuable data and insights that aid in making informed decisions about Oracle software usage. This includes:

  • Usage Patterns: Understanding how software is used across the organization.
  • Cost Savings Opportunities: Identifying ways to reduce costs.
  • Strategic Planning: Developing a strategic approach to managing Oracle licenses.

5 Steps to Implement an Oracle SAM Program

Oracle SAM Program Roadmap

Implementing an Oracle SAM program involves a combination of tools and processes, including Oracle’s own SAM tools, such as Oracle License Management Services (LMS) and Oracle Software Investment Management (SIM), as well as third-party tools and services.

1. Inventory

The first step in any SAM program is to accurately inventory the organization’s Oracle software licenses and deployments. This involves:

  • Identifying Products: Listing all Oracle products in use.
  • Locating Installations: Determining where these products are installed.
  • Understanding Usage: Documenting how each product is being used.

2. Usage Tracking

Once the inventory is complete, the next step is to track and monitor the organization’s software usage. This may involve:

  • Monitoring Tools: Oracle’s tools or third-party solutions are used to track usage patterns.
  • Identifying Utilization: Spotting areas of over or under-utilization.
  • Collecting Data: Gathering data on software use across the organization.

3. Compliance

Ensuring compliance with Oracle license agreements is crucial. This step includes:

  • Reviewing Licenses: Working with Oracle’s licensing team to understand current agreements.
  • Negotiating Licenses: Securing new or additional licenses as needed.
  • Ensuring Proper Use: Verifying that all software deployments comply with licensing terms.

4. Optimization

Optimizing the use of Oracle software licenses helps reduce costs and improve efficiency. This step involves:

  • Reallocating Licenses: Adjusting license allocations to meet current needs.
  • Negotiating Savings: Seeking discounts or cost-saving opportunities with Oracle.
  • Exploring Alternatives: Transitioning to more cost-effective licensing options where feasible.

5. Reporting

Regular reporting on software usage and compliance status is essential for ongoing SAM program success. This includes:

  • Usage Reports: Providing detailed reports on software use.
  • Compliance Status: Reporting on compliance with licensing agreements.
  • Cost Savings: Highlighting areas where the organization has saved money.

Benefits of an Oracle Software Asset Management Program

Oracle Software Asset Management (SAM) programs offer numerous benefits to organizations by helping them manage and optimize their use of Oracle software licenses effectively. Here are the key benefits:

Cost Savings

Implementing an Oracle SAM program can significantly reduce overall Oracle software costs. This is achieved through:

  • License Optimization: Ensuring licenses are allocated efficiently based on usage.
  • Discount Negotiation: Working with Oracle to secure better terms and discounts.
  • Transition to Cost-Effective Options: Exploring and transitioning to less expensive licensing models.


An Oracle SAM program helps organizations avoid the risks of non-compliance with Oracle’s terms and conditions. Benefits include:

  • Audit Preparedness: Regular tracking and reporting reduce the risk of costly audits and fines.
  • Reputation Protection: Maintaining compliance helps protect the organization’s reputation.

Improved Efficiency

Understanding software usage patterns allows organizations to make informed decisions about resource allocation, leading to the following:

  • Optimal Resource Use: Identifying and reallocating under-utilized licenses.
  • Informed Decision-Making: Making data-driven decisions to enhance software usage efficiency.

Risk Management

An Oracle SAM program helps identify and mitigate potential risks, including:

  • Non-Compliance Risks: Proactively addressing areas of non-compliance.
  • Security Vulnerabilities: Identifying and mitigating vulnerabilities within the Oracle environment.

Better Decision-Making

Access to accurate data and insights enables better decision-making. This includes:

  • Usage Analysis: Understanding software usage patterns.
  • Cost Savings Identification: Spotting opportunities to reduce costs.
  • Strategic Planning: Developing effective strategies for managing Oracle licenses.

Improved Asset Tracking

An Oracle SAM program provides a clear and accurate view of software inventory and usage, leading to the following:

  • Accurate Inventory: Keeping precise records of Oracle software assets.
  • Effective Management: Managing software assets more effectively.

Enhanced Security

Ensuring that Oracle software is properly configured and secure reduces the risk of security breaches and data loss. This includes:

  • Proper Configuration: Ensuring software is configured correctly.
  • Security Management: Managing security settings to prevent breaches.

Streamlined Processes

An Oracle SAM program can streamline processes for managing Oracle software, resulting in:

  • Increased Efficiency: Simplifying management processes.
  • Improved Productivity: Enhancing overall productivity.

Oracle SAM Program – Roadmap

Implementing an Oracle SAM program involves structured steps to ensure its effectiveness. Here’s a roadmap to guide the process:

1. Identify a Team Leader

The first step is to appoint a team leader responsible for coordinating the SAM program. This individual should:

  • Understand Oracle Software Deployments: Have a strong grasp of the organization’s Oracle software.
  • Communicate Effectively: Liaise with the Oracle licensing team and other stakeholders.

2. Conduct an Inventory

A thorough inventory of all Oracle software licenses and deployments is crucial. This step involves:

  • Identifying Products: Listing all Oracle products in use.
  • Locating Installations: Determining where products are installed.
  • Documenting Usage: Understanding how each product is used.

3. Track Usage

Monitoring and tracking software usage helps identify areas of optimization. This step includes:

  • Using Monitoring Tools: Employing Oracle’s tools or third-party solutions to track usage.
  • Collecting Data: Gathering detailed usage data.

4. Ensure Compliance

Ensuring compliance with Oracle license agreements is essential. This involves:

  • Reviewing Licenses: Understanding current license agreements.
  • Negotiating as Needed: Securing additional licenses if required.
  • Verifying Proper Use: Ensuring all software deployments are properly licensed.

5. Optimize Usage

Optimizing the use of Oracle software licenses helps reduce costs. This step includes:

  • Reallocating Licenses: Adjusting license allocations based on usage.
  • Negotiating Discounts: Seeking cost-saving opportunities.
  • Exploring Licensing Options: Transitioning to more cost-effective models.

6. Implement Reporting

Regular reporting on software usage and compliance status is vital. This involves:

  • Generating Reports: Creating detailed usage and compliance reports.
  • Tracking Progress: Monitoring progress towards SAM goals.

7. Review and Update

Regularly reviewing and updating the SAM program ensures it meets organizational needs. This step includes:

  • Assessing Program Effectiveness: Evaluating the SAM program’s success.
  • Making Necessary Changes: Adjusting processes, tools, or staffing as needed.

How to Get Management Approval for an Oracle SAM Program

Getting Management Approval for Oracle SAM

Securing management approval for an Oracle SAM program requires communicating its benefits and value.

Here are steps to effectively make your case:

Clearly Define the Problem

Before proposing a SAM program, clearly define the issues it will address, such as:

  • High Software Costs: Unmanaged Oracle software expenses.
  • Non-Compliance: Risks of non-compliance with license agreements.
  • Inefficient Usage: Inefficient use of software resources.

Identify the Benefits

Outline the specific benefits the SAM program will bring, including:

  • Cost Savings: Reduced overall Oracle software costs.
  • Improved Compliance: Ensuring adherence to license terms.
  • Enhanced Efficiency: Better resource allocation and usage.
  • Risk Management: Mitigating compliance and security risks.
  • Better Decision-Making: Data-driven insights for strategic planning.

Provide Data and Examples

Support your argument with relevant data and examples, such as:

  • Current Software Costs: Data on existing Oracle software expenses.
  • Usage Patterns: Information on how software is currently used.
  • Compliance Status: Details on compliance with licensing agreements.
  • Successful Implementations: Examples of other organizations’ successful SAM programs.

Outline the Plan

Present a clear and concise plan for implementing the SAM program, including:

  • Tools and Processes: Specific tools and processes to be used.
  • Required Resources: Resources needed for implementation.
  • Expected Outcomes: Anticipated benefits and results.
  • Timeline: Detailed timeline for the program.

Communicate the Risks

Be transparent about potential risks or challenges, such as:

  • Compliance Risks: Risks of non-compliance with license agreements.
  • Data Accuracy: Ensuring accurate data collection and reporting.
  • Resource Constraints: Potential limitations in resources.

Seek Support

Gather support from key stakeholders within the organization, such as:

  • IT Leaders: Support from the IT department.
  • Finance Teams: Endorsement from finance for budget considerations.
  • Decision-Makers: Backing from other influential stakeholders.


An Oracle SAM program offers numerous benefits, including cost savings, improved compliance, enhanced efficiency, and better decision-making.

Organizations can successfully implement an Oracle SAM program and secure management approval by following a structured roadmap and effectively communicating its value.

For detailed advice and strategic planning, working with experienced Oracle licensing consultants can help navigate the complexities and ensure a successful SAM program implementation.


  • Fredrik Filipsson

    Fredrik Filipsson is an Oracle licensing expert with over 20 years of experience in Oracle license management. He spent 10 years working for Oracle corporation and then 10 years at a consultant leading engagements on Oracle license assessments, audits, ULAs. He is a public speaker and author

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