SAM Pro Non-Compliance Investigation Workflow for Beginners

[SyedMuzammil]

Hi Everyone,

I am new to ServiceNow SAM Pro and am currently learning it from scratch.

I'm looking for guidance on the end-to-end investigation approach followed by experienced SAM analysts.

For example, if a Publisher or Product is showing Non-Compliant, what is the typical investigation flow?

- Which screen do you start with?

- What key fields do you check first?

- Which screens do you navigate to next (License Position, Software Model, Entitlements, Discovery Model, Installs Requiring Action, Reconciliation, etc.)?

- What findings indicate a licensing issue versus a discovery/configuration/normalization issue?

- How do you determine the root cause and decide on the appropriate remediation?

I'm not looking for documentation on individual features, but rather a real-world troubleshooting workflow or case study that explains how an experienced SAM analyst investigates a non-compliance issue from start to finish.

If anyone has a flowchart, checklist, SOP, KT material, or can share their practical approach, I would greatly appreciate it.

Thank you!

[Tanushree Maiti · Accepted solution]

Hi @SyedMuzammil 

First complete learning course : Software Asset Management Fundamentals  from Servicenow University.

Refer:

SAM Pro Best Practises

Software Asset Management Professional (SAM Pro)

Getting started with Software Asset Management

https://www.youtube.com/watch?v=d_wrgU3IeMY

[SyedMuzammil]

Hi Tanushree,

Thank you for your prompt response.

I really appreciate your support. I'll go through the links and explore them. If I have any further questions or need additional guidance, I'll definitely reach out.

Thanks again!