Checklist of Best Practices for Software License Management

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Checklist of Best Practices for Software

License Management

STEP 1: GATHER SOFTWARE LICENSES AND RELATED INFORMATION

 To complete this step, fill out the spreadsheet of your software licenses and related

information here

STEP 2: PROOF OF PURCHASE

 Agree on one place to store all documents

 Place documents, license agreements, and maintenance contracts relating to the

software listed in step one

 For each vendor, determine what else may be needed for proof of purchase

STEP 3: SCHEDULE TO TRACK COSTS REGULARLY

 Set time aside to update the costs related to the licenses. This can be every time there’s

a new purchase/receipt or can be scheduled on a monthly basis

 Use the spreadsheet in step one to help you keep the costs clear

 Determine what metrics are most important for you and create a template of report(s)

to create every time you update the costs

STEP 4: SET REMINDERS

 Set reminders for renewals

 Set reminders for updating the spreadsheet and reports

 Set the reminders for upcoming maintenance

 Set up reminders for getting approval of license purchases

STEP 5: MAKE SOFTWARE LICENSE MANAGEMENT A PRIORITY

 Create processes and procedures

 Keep employees informed

VIZOR is a Software License Management tool that helps automate and streamline tasks like the ones

listed above. Calculate your potential Return on Investment of this tool with this spreadsheet.

Alternatively, request a quote ask@vizor.cloud or call 770-622-2850