Client Needs Analisys: Evaluating business type, number of users, and specific requirements (e.g. CAD, ERP, CRM, design tools)
Software Selection: Choosing between commercial solutions (Microsoft 365, Adobe, Autodesk), open-source alternatives, and SaaS platforms
Budget and Usage Model Assessment: Comparing one-time purchases, subscription plans, and hybrid models
Supplier & Distributor Contact: Ensuring reliable procurement channels, license validity, and software security
Licence Management
Tracking License Types and Status: Monitoring the number and type of licenses – active, trial, expired, or upgraded
Legal Compliance: Ensuring adherence to license agreements and minimizing the risk of software piracy
Centralized License Records: Using Software Asset Management (SAM) tools for organized tracking and control
Renewals and Upgrades: Timely renewal of licenses and migration to newer software versions
Distribution and implementation
Installation and Configuration: Local setup on devices or deployment of cloud-based access
User Account Creation and Access Rights: Aligned with organizational hierarchy and security policies
User Training: Covering basic usage, security guidelines, and efficiency tip
Technical Support: Troubleshooting, vendor communication if needed, and performance monitoring
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