ITAM Demonstration Points (not necessarily in order…

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IBM Software Group

© 2007 IBM Corporation

IT Asset Management Demo Script

IBM Tivoli Asset Management for IT

Version 2.0

Principal Sales Engineer

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ITAM Demonstration Points (not necessarily in order…

Procurement

Asset Lifecycle

SW License Compliance (script still in the works)

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WF and Setup

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Assumptions

Although basic product navigation skills are a nice to have, this ppt should walk you through how to use “Maximo” to deliver this demonstration.

At the end of this presentation are slides showing prerequisites that should be completed before attempting to deliver this demo. You might want to make sure your VM is in Persistent mode – then run the demos in non-persistent mode.

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Plan Phase Concepts

Terms & Conditions

Request for Quote

Purchase / Lease

Companies / Company Master

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Acquire Phase

End user creates a request for some new software

The Manager updates Workflow

Request processing

Purchasing process

Receiving

Verification order was properly received

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End user makes a request

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Procurement person looks for requests

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Modify the SC for easy future lookups

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Viewing the Request

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Creating the Requested Item

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WF modification

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Creating the Actual PR

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Approval needed

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Creating the PO

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Receive the Items / Assets

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Check for the newly created Assets

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END OF THE SCRIPT FOR NOW

TO BE CONTINUED…

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SW Licensing – in the works

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Deploy Phase

ITSM initiated – Change request

Storeroom balance

Lifecycle of Asset User(s) / Location / DPA / Status / Tickets / MTBF / Decommissioned

TADDM / Discovery

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Issue Software

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C1020

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Manage Phase

ITSM

IMAC

Discovery / IMIC

Reconciliation

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SC Modification

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Working with Assets

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Moving Assets (IMAC)

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Single solution with tickets & details

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Reconciliation

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Relationships

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Disposal Phase

Technology disposal

Notifications of contract end date

Additional Reporting

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Asset end of life

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Contracts expiring

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Leased asset return

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Things you need to do BEFORE a demo – slides to follow showing detail – PERSIST data in the VM

Remove Wilson from the Maint Group – Refresh StartCenter Remove REDDING from the Inventory group – same process

Modify Jones StartCenter – remove KPI’s & Add Receiving app

Location FIELDSTAFF needs a valid GL Account Code

Deactivate ALL Prism WF

Need to update Lease / Warranty Contract for 7112

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Blank slide for more later…

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Additional Demo “sub-scripts” Thoughts

WF and App Designer Demo – If import app – then need to include details on adding the relationship, creating the container, etc

view item availability

one contract for all of computers in group - easy way to associate contract with multiple assets - for instance buy computers that come with service agreement for a couple of years - extend have to set up a different contact and will buy it for 1000 computers. how do you make that connection - in warranty contracts - select assets - search them and add them to the warranty contract

SW Contract license stuff – OH yea! Definitely needed.

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Thoughts for LATER

Plan / Acquire / Deploy / Manage / Retire Audit / Control / Reconcile

Asset Contracts Warranty / Lease / SW

Payment Schedules ?

Integration ?

Assignment Manager ?