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Turn SAM, HAM, and FinOps into a Strategic Advantage — with SAM Managed Services
Imagine you have full visibility into every software, hardware and cloud asset, from tracking to security, financial planning to compliance. Knowing exactly where it is and how it is used in your organization, how it’s performing, it’s licensing position and the risks it might pose.
With real-time insights, our SAM365® SAM managed services helps you track and secure your assets, make smarter financial decisions, and stay audit-ready—all while ensuring compliance.
When executed with precision, today’s converged ITAM—combining SAM, HAM, and FinOps—is more than a system. It becomes your strategic command center for smarter decisions, optimized resources, and long-term resilience.

SAM365®
Continuously Delivered SAM Managed Services
ITAM / SAM Health Assessment
Overview
A comprehensive evaluation of your IT and Software Asset Management (ITAM / SAM) maturity, identifying gaps, risks, and optimization and continuous improvement opportunities.
- Health and Compliance Scorecards
- Maturity Model and Processes Review / Progress
- Industry Benchmarking
- Program and Improvement Roadmap
- Tool and Data Architecture Review
Entitlement Management & License Optimization
Overview
Ensuring software licenses are properly tracked, aligned with usage, and optimized to reduce costs while maintaining compliance.
- Effective License Positions (ELP)
- Knowledge and Analysis Beyond Tools
- Continuous License Monitoring
- Ensured Audit Readiness
CMDB Management & Data Curation
Overview
Enhancing Configuration Management Database (CMDB) accuracy by validating, cleansing, and structuring asset data for better decision-making.
- Standard Hardware & Software Models
- Data Management Process
- Key Performance Indicators
- Asset & Configuration RACI
Governance, Process, & Transformation
Overview
Establishing SAM / ITAM governance frameworks, refining processes, and driving transformation to align with business objectives.
- Policy Templates
- Key Process Framework
- Procedures & Playbooks
- ITAM Data Dictionary
Lifecycle Management & Rationalization
Overview
Managing IT assets from procurement to retirement, streamlining asset utilization, and eliminating redundant tools.
- Asset End-of-Life and End-of-Service
- Asset Categorization
- Asset Rationalization
- Undiscoverable Asset Data
SAM Tool Install, Administration & Operations
Overview
Deploying and configuring ITAM tools to automate asset tracking, compliance monitoring, and reporting for improved efficiency.
- Centralize Procurement Data
- Centralize Software Inventory
- View Effective License Position
- Integrate with ITSM & CMDB
FinOps, SaaS, and Cloud License Management
Overview
Our SAM managed service delivers comprehensive FinOps, SaaS, and Cloud License Management capabilities to optimize costs, ensure compliance, and maximize value across your technology investments.
- FinOps / SAM Convergence
- SaaS Managament
- Cloud License Management
- Usage Analytics
- Unified Inventory
SAM365® Turns Your IT Assets Into a Strategic Advantage
With the right ITAM approach, you gain visibility, cut waste, and make smarter decisions—turning your assets into a driver of efficiency, security, and savings.
SAM365® is a comprehensive Cloud Financial Operations (FinOps), IT Asset Management (ITAM) and Software Asset Management (SAM) service designed to help organizations take full control of their technology investments. Our approach goes beyond simple asset tracking—we provide real-time insights, optimize software licensing and cloud spend, improve security, and ensure compliance, all while helping organizations maximize the value of their IT assets.
With over 40 customers served and more than $250 million in cost savings delivered, SAM365® is built on deep industry expertise, proven methodologies, and partnerships with leading ITAM tool providers.
We start with a SAM Health Assessment, a structured evaluation of your organization’s SAM maturity. This includes a SAM Scorecard, Compliance Scorecard, and a Maturity Playbook, identifying risks and opportunities to improve efficiency and compliance. From there, we focus on Entitlement Management & License Optimization, ensuring that software licensing is properly tracked, aligned with usage, and optimized to reduce costs while mitigating audit risks. Our team provides in-depth analysis that goes beyond standard SAM tool outputs, delivering Effective License Positions (ELPs) for Tier 1, 2, and 3 vendors and continuous license monitoring to keep your organization audit-ready.
Accurate data is the foundation of a strong ITAM program, which is why we prioritize CMDB Management & Data Curation. We validate, cleanse, and structure asset data to improve decision-making, standardizing hardware and software models while ensuring data remains complete, timely, and accurate. To support long-term success, we help organizations build sustainable Governance, Process, & Transformation frameworks, refining ITAM processes to align with business goals and drive continuous improvement.
With our Lifecycle Management & Rationalization services, we manage assets from procurement to retirement, helping organizations eliminate redundant tools, optimize asset utilization, and proactively plan for End-of-Life and End-of-Service scenarios. We also provide expert ITAM Tool Implementation & Operation, configuring and managing SAM tools to automate asset tracking, compliance monitoring, and reporting. This ensures centralized procurement data, improved visibility into software inventory, and a clear Effective License Position.
For organizations looking for a fully managed solution, SAM365® can deliver all these services as an ongoing complete engagement. Our Complete SAM Managed Service includes annual health assessments, SAM tooling, and continuous license optimization, providing expert-driven ITAM without the need for additional in-house resources.
At InSequence, we invest in knowledge, certifications, and industry best practices, leveraging ISO, Gartner, IAITAM, and ITIL standards to guide our services. Our partnerships with leading ITAM tool providers ensure that our customers have access to the best technology and expertise available. With a track record of driving measurable results, we empower organizations to gain full visibility into their IT assets, reduce risk, and make informed financial decisions.
Why Choose SAM365®?
- Proven Cost Savings
- Comprehensive ITAM Expertise
- Audit-Ready Compliance
- Data-Driven Decision Making
- Fully Managed or Modular Services
- Vendor Licensing Experts
Managed Service Features
SAM Health Assessment
Evaluate your SAM maturity with a structured assessment, including a SAM Scorecard, Compliance Scorecard, and Maturity Playbook.
Software & Hardware Inventory Management
Maintain an accurate, real-time inventory of all IT assets, improving visibility and lifecycle planning.
License Optimization & Audit Readiness
Align entitlements with usage, optimize software spend, and stay audit-ready with continuous monitoring.
Purchase & Entitlement Tracking
Consolidate procurement data, monitor software purchases, and ensure entitlements align with business needs.
Vendor-Specific Expertise
Get in-depth licensing and compliance guidance for all major software vendors. We invest to train and grow experts that understand complex license agreements.
CMDB Data Curation
Improve data accuracy with standardized hardware and software models, ensuring complete, consistent, and reliable asset records.
ITAM Governance & Process Transformation
Build a strong ITAM framework with structured policies, process refinements, and best practices.
Lifecycle Management & Rationalization
Manage IT assets from procurement to retirement, eliminating redundant tools and optimizing asset utilization.
SAM / ITAM Tool
Install & Operations
Deploy, configure, and manage ITAM tools for centralized procurement, inventory tracking, and compliance monitoring.
Testimonials
The InSequence team was onsite providing tier 1 incidence resolution and support, ensuring a successful transition to the new technologies. Overall, the InSequence led effort was delivered five months ahead of schedule, below cost, and with no interruption to NGA’s critical National Security mission. I would highly recommend InSequence to other organizations.
Dr. Robert H. LaurineFormer NGA Chief Information Officer
The pilot showed that we could identify all end of life HW and SW and could project where products would go end of life. It also showed that potentially vulnerable versions could be identified in minutes. The feedback on the pilot was that the data represented a significant step towards understanding the cyber position for each agency.
Anonymous CustomerDepartment of Defense
The joint effort to integrate Flexera and ServiceNow has been completed bringing data from 111 additional data sources and over 65,000 Flexera Agents spanning 48 domains into the CMDB. This integration significantly increases the data available to both the ServiceNow CMDB and to the Flexera FlexNet Management Suite for maintaining CMDB inventory and attribute completeness and managing software license utilization & compliance.
Change Management LeadDepartment of Defense Agency
The ability to have relevant data as we worked through the acquisition process was key. Everyone was able to get consistent reporting through dashboards and excel reports to track their status and manage workloads.
Asset ManagerDepartment of Defense Agency
Please express my thanks for a ‘job well done’ during InSequence’s recent visit to upgrade our FlexNet Manager application to the latest version. The upgrade was successful, and completed in half the scheduled time, due largely to InSequence’s excellent planning and preparations. The team was prepared for each issue that they experienced throughout the upgrade, and knew how to guide the fix action to keep the installation progressing with minimal delays. The whole experience was fun to watch.
Anonymous CustomerMajor Armed Forces Command