ITAM Quickstart Checklist

This checklist is designed to help SMEs establish a basic IT Asset Management (ITAM) function without heavy investment. Start with simple steps and expand over time.

📋 Getting Started

• Create a central inventory (spreadsheet, cloud app, or ITSM tool)
• Capture basic fields: device ID, user, type, OS, location, serial number, purchase date
• Assign unique asset tags (stickers or QR codes)
• Identify and cancel unused SaaS licenses or software subscriptions
• Log warranty expiration and lease return dates
• Define asset lifecycle stages (acquire, use, support, dispose)
• Set up periodic audit reminders (quarterly or semi-annually)
• Include mobile devices and accessories in scope
• Establish handover protocols for staff exits and joiners

📊 Optional Reports to Generate

• Top 10 oldest devices
• License usage vs assigned
• Warranties expiring this quarter
• Assets not seen on the network in 30+ days

🔐 Tools to Consider

• Microsoft Intune / Endpoint Manager
• Google Admin Console for Chromebooks
• Snipe-IT or GLPI (open-source ITAM)
• Asset Tiger (free for small inventories)