Daily Tasks Overview
This chapter covers the operational tasks SAM teams do regularly — checking what is on a specific machine, finding under-licensed products, reclaiming unused capacity, and preparing for vendor audits. These are the workflows the rest of the guide enables.
What's in This Chapter
Recommended Cadence
| Cadence |
Tasks |
| Continuous (automated) |
Discovery runs, calculation runs, recognition updates |
| Weekly |
Quick check of License Dashboard KPI tiles for any new red items |
| Monthly |
Full compliance review, address any new under-licensed products |
| Quarterly |
License reclaim sweep, review over-licensed products for renewal trimming |
| Annually |
SAM maturity review, strategy planning for upcoming purchases |
| On demand |
Audit preparation, license renewal evaluations, M&A integration |