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Jeff Kelsey Express Metrix “Introducing Express Software Manager®: Extending Cherwell’s Offerings into the ITAM Space” For over 14 years, Jeff Kelsey served as co-founder and VP of Products and Services for Express Metrix, a leading provider of IT asset management (ITAM) software. During his tenure at Express Metrix, Jeff also co-founded Apptria Technologies, a business focused on providing ITAM technology, content, and services for OEM partners. With more than twenty-five years of leadership in product management, software/systems engineering, and business management at companies such as Boeing, Wall Data, and WRQ (now Attachmate), Jeff’s passion is for delivering products that exceed customer expectations, and following through with outstanding support and service. With Cherwell's recent acquisition of Express Metrix, Jeff now serves
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Introducing Express Software Manager

Jun 15, 2015

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Extending Cherwell’s offerings into the ITAM space

The perception of being acquired can be negative, but the thing to point out is the positive similarities. We are both best of breed in our markets.
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Page 1: Introducing Express Software Manager

Jeff KelseyExpress Metrix

“Introducing Express Software Manager®: Extending Cherwell’s Offerings into the ITAM Space”

For over 14 years, Jeff Kelsey served as co-founder and VP of Products and Services for Express Metrix, a leading provider of IT asset management (ITAM) software. During his tenure at Express Metrix, Jeff also co-founded Apptria Technologies, a business focused on providing ITAM technology, content, and services for OEM partners. With more than twenty-five years of leadership in product management, software/systems engineering, and business management at companies such as Boeing, Wall Data, and WRQ (now Attachmate), Jeff’s passion is for delivering products that exceed customer expectations, and following through with outstanding support and service.

With Cherwell's recent acquisition of Express Metrix, Jeff now serves as the Director of ITAM Product Management.

Page 2: Introducing Express Software Manager

Introducing Express Software Manager®

Extending Cherwell’s offerings into the ITAM space

Page 3: Introducing Express Software Manager

• Introduction to Express Metrix• Defining IT / Software Asset Management• Overview of Express Software Manager®• Product demonstration• Q&A

Agenda

Page 4: Introducing Express Software Manager

About Express Metrix• Acquired by Cherwell in August, 2014• Leader in IT / software asset management (ITAM/SAM) space

for 14+ years• We deliver the information needed to

• Track and manage hardware, software, license entitlements• Ensure audit-readiness• Reduce software spending

• What does Express Metrix offer Cherwell?• Cherwell customers seeking to incorporate ITAM into business processes• Logical extension to Cherwell’s existing capabilities / architecture• Similar “DNA” = unwavering commitment to world-class products and

customer experience

Page 5: Introducing Express Software Manager

Defining IT Asset Management

IT Asset Management

(ITAM)

Software Asset Management

(SAM)

Configuration Management

Deployment / Patch

Management

Software License Management

(SLM)

Inventory Utilization Contracts / Entitlements

Hardware Asset Management

(HAM)

Contracts / Leases Inventory

Lifecycle Management

Page 6: Introducing Express Software Manager

Business Value of ITAM/SAM• Minimizing license compliance risk

• Identifying and rectifying license shortfalls before audit occurs• Audit prevention via ability to rapidly produce verification of license

position

• Cost reduction• Retiring or reclaiming unused or redundant software licenses and

associated maintenance / support costs• Minimizing overhead associated with manual inventory, purchasing,

and reconciliation processes• Proactive planning and budgeting = improved negotiating leverage,

optimal investment / deployment / utilization of IT assets• Improved IT service delivery

Page 7: Introducing Express Software Manager

* 53% of organizations >500 seats audited in last two years; average of $525K owed (Express Metrix 2013 software audit study)

Software Audit Risk is Real• 53% of organizations >500 seats audited in last

two years• Average of $525K owed in fines and penalties• Audits last 3 months on average• End result of failure: financial loss, disruption,

reputational damage, and (ironically) more frequent future audits

Page 8: Introducing Express Software Manager

SAM Reduces Software Audit Risk• Companies that implement SAM tools are 32% less

likely to get audited

• Among companies that do get audited, those with SAM tools report:• Fewer (if any) financial penalties; fewer unanticipated

true-up costs• Nearly 50% less time spent on audit

Page 9: Introducing Express Software Manager

Express Software Manager®

Inventory Usage Entitlements

My License PositionWhere am I under-licensed? (RISK)

Where am I over-licensed (SAVINGS)

Page 10: Introducing Express Software Manager

Analysis

Inventory

HW

/ SW

Inve

ntor

y

SCCM

Con

nect

or

Usage

Soft

war

e M

eter

ing

Appl

icati

on C

ontr

ol

Entitlement

Purc

hasi

ng D

ata

Data Collection

ComplianceReporting

Recognition

Express Software Identification

Database

Goal: Allow customers to manage software assets to enable license compliance, operational support, and informed planning.

Planning Reporting

Express Software Manager®

Reconciliation

Page 11: Introducing Express Software Manager

Software Recognition

File Signatures (File Name + Byte Size)

andInstalled Product GUIDs

Software Catalog +

Recognition Algorithms

Publisher NamesApplication/Suite Titles

Application/Suite Versions

acadlt.exe; 18,425,056 bytesacdeltree.exe; 180,072 bytesadmigrator; 302,448 bytes[. . .] Software Catalog

+Recognition Algorithms

AutoCAD LT 2011 x64

mcshield.exe; 221,191 bytesmcshield.exe; 144,960 bytesmcsheidl.exe; 147,984 bytes[. . .]

McAfee VirusScanEnterprise Versions

8.0, 8.5, 8.7McAfee, Inc.

Discovered Data Normalized Data

Page 12: Introducing Express Software Manager

Correctly Identify Suites and Installed Components

GUID: 9014000-0014-0000-0000-0000000FFICE}

winword.exeexcel.exepowerpnt.exeoutlook.exe Software Catalog

+Recognition Algorithms

Microsoft Office Professional 2010Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft Publisher [not installed]Microsoft Access [not installed]

Discovered Data Normalized Data

GUID: 9014000-0012-0000-0000-0000000FFICE}

winword.exeexcel.exepowerpnt.exeoutlook.exe

Microsoft Office Standard 2010Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Page 13: Introducing Express Software Manager

Technology Differentiators• Integration of inventory, usage and purchasing data• Superior software identification• Ease of deployment and use• Application control policies• Support for Citrix/WTS and virtual environments• Ability to integrate with SCCM

Page 14: Introducing Express Software Manager

Technology Differentiators• IT purchase tracking

− Enter or import purchasing details− Reconcile purchases with inventoried assets− Associate assets to users and organizations

• Powerful reporting− Analysis from a licensing perspective− Intuitive Web-based interface− Advanced filtering capabilities

• Advanced license analytics

Page 15: Introducing Express Software Manager

Product Architecture

Page 16: Introducing Express Software Manager

Express Software Manager Product Demonstration

Page 17: Introducing Express Software Manager

Case Study: Wood Group Mustang• Engineering company (oil and gas industry)• 8000 employees, 20 offices worldwide• Results since implementing:• Year 1: Identified non-compliant situations; renegotiated

for additional licenses; achieved audit-ready status• Year 2: Discovered nearly $300K in license savings based

on unutilized software• Audited by Microsoft, Intergraph, Aveva; satisfied all

vendors with no penalties, no additional licenses required

Page 18: Introducing Express Software Manager

Learn More about Express Metrix

www.ExpressMetrix.com

Page 19: Introducing Express Software Manager

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