Software Asset Management
Software Asset Management
2
• What is SAM?• Questions to ask yourself• Why implement SAM?• SoftwareONE UK’s Services• Summary & Questions
Agenda
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1.1. What is SAM?
SAM is not just:Licence Compliance
SAM is more: Is the infrastructure and processes necessary for the effective
management, control and protection of the software assets within an organisation, throughout all stages of their lifecycle
Source: ITIL V3 SAM
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1.2. Questions to ask yourself
Do you know what software and licences the company has installed and owns today?
Who is responsible for licence management within the business?
Are software investments based on facts / reports with real time information?
Have we had any press releases recently showing growth?
Have we acquired/sold/merged any businesses within the last 5 years?
If a vendor requested our install data today, are we confident we have enough licences?
??
?
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1.3. What are the benefits of implementing SAM?
SAM ...
... means: Planning, organisation & control. This starts by describing and reviewing processes, and continues with the management of licences and licence contracts
... makes sure: Software is tracked throughout its lifecycle and that an up to date
view on the company’s licence position is constantly maintained.
... provides: Information to make the right decision for software investments.
... saves: Time tracking down where licences are & money by only spending what you need to and enabling a stronger negotiating position with software vendors.
... avoids: Having software installed which is not being used. Reallocation / Re-harvesting.
... keeps: Software assets properly managed for upcoming changes / occasions and IT as a business partner rather than a cost centre.
... gains: Visibility of the company’s software assetsAn efficient software asset management
2. SoftwareONE UK & Ireland SAM Offering
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2. SAM Standard Service
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2.1. SAM Checkup Service (SCPS) (SCPS)
SA
M C
hecku
p S
erv
ice
(SC
PS
)
Actions/Deliverable
• Analysis of SAM Practice / Processes / Maturity
• Questions / Workshop
• No Snapshot of licensing / inventory
Timeline
• 1-2 weeks (Final Reports)
Evaluation
SAM Process Analysis
SAM Maturity
Recommendation
control. optimize. grow.
BASIC STANDARDIZEDSAM ThroughoutOrganization
SAM ImprovementPlan
Hardware & Software Inventory
Accuracy of Inventory
License Entitlement Records
Periodic Evaluations
SAM OperationsMgmt & Interfaces
Acquisition Processes
Deployment Processes
Retirement Processes
Project Manager assigned but SAM roles &
responsibilities not defined
No SAM development or communication plan
No centralized inventory or
< 68% assets in central inventory
Manual inventory; no discovery tools
Procurement manages contracts; not accessed
by IT managers
IT operations managed on ad-hoc basis
SAM not considered part of M&A risk plan and company integration
Assets purchased on a per project basis; without
a review of current availability
Assets deployed by end-users in distributed
locations; no centralized IT
Software is retired with hardware and is not
harvested or reassigned
Direct SAM responsibility is identified throughout
organization
SAM plan is defined and approved
> 68% - 95% of assets in inventory
Inventory sources reconciled annually
Complete entitlement records exist across
organization
Annual sign-off on SAM reports
Operations manages separate asset
inventories
Software purchases use approved vendors
Only approved software is deployed
Unused software is harvested (where the
license allows) and tracked within a centrally controlled
inventory
Each functional group actively manages SAM
SAM Improvement is demonstrated
> 95% - 98% of assets in Inventory
Inventory sources reconciled quarterly
Entitlement records reconciled with vendor
records
Quarterly sign-off on SAM reports
Operations manages associated asset
inventory
Software purchases based on
deployment/entitlement reconciliation
Software deployment reports are accessible to
stakeholdersCentrally controlled inventory
of harvested licenses is maintained & available for
reuse. Deployment & license records are updated
SAM responsibilities defined in job
descriptions across organization
SAM goals part of executive scorecard; reviewed regularly
> 99% of assets in inventory
Dynamic discovery tools provide near real-time
deployment details
SAM entitlement system interfaces with vendor entitlement to track
usage
System reconciliations and ITAM report available
on demand
All business units follow the same strategy,
process & technology for SAM
All purchases are made using a pre-defined asset
catalog; based on metered usage
Software is dynamically available to users on
demandAutomated process w/
centralized control & tracking of all installed software, harvest options, internal
reassignment and disposal
RATIONALIZED
DYNAMIC
SAM Assessment Engagement SAM Optimization Model – Maturity levels
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2.2. SAM Cleanup (SCS)S
AM
Cle
an
up
Serv
ice
(SC
S)
Actions/Deliverable
• Analysis of licences
• Agent-less scan of current Software Install
• Effective licence Position -> GAP Analysis
Timeline
• 2-4 weeks (Final Reports)
Scanlicence Analysi
s GAP Clean
Up
Compliance /
Consolidation
2.3. SAM Standard Service
… for / with Microsoft
… for / with Oracle
WithMicrosoft
involvement
WithoutMicrosoft
involvement
WithoutOracle
involvement
Desktop Suite
WithoutPublisher
involvement
?
Server Suite
WithoutPublisher
involvement
?
SoftwareONE
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1. SoftwareONE SAM Services
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3.1. SAM as a Services (SaaS) – HostedS
aaS
– S
AM
as a
Serv
ice
• Software Recognition Service• Normalisation• Licence Management• Suites / Product / Version /
Edition
• Discovery of HW and SW• Licence / Agreement Management• Compliance Console / Reports• Usage / metering of applications
based on computer and user• Application Blacklist• Reporting
• Alerts• Schedule Reports• 100% Customisation
• Hosted in SoftwareONE Datacenter• Agent or Agent-less• Can use data from an existing tool such as Altiris, FrontRange Discovery or SCCM
Technical Modules
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4. SAM Elite Service
SoftwareONE
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4.1 SAM Elite ServiceS
AM
Elite
Serv
ice
Actions/Deliverable
• SAM Project• Check Up• Clean Up• Set Up / Migration• Follow Up
• Reporting / Analysis at any given time
• Re-harvesting unused licences / Manage TCO
• Increase Software / Licensing / Management Efficiency (ISO 19770)
Timeline
• 2-4 months (Final Work / Documentation / Reports)
Checkup Cleanup Set-Up Follow
Up
SAM
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3. SoftwareONE SAM Services
SAM Standard
• 1 Time Snapshot licences
• 1 Time SAM Analysis
• Agent less
• Knowing what company has installed on day x
• Licence reconciliation once
• NO Reporting capabilities with the tool
• NO tool implemented (in and out)
SAM as a Service (SaaS)
• Ongoing Services if desired(quarterly or yearly)
• Agent installation
• Knowing what company has at any point of time
• Licence reconciliation quarterly or yearly
• Wide range of reports, online available
• Tool is hosted by SoftwareONE and available 365 days a year
SAM Elite
• Ongoing services. Quarterly or Yearly follow up
• Agent installation or Agent less
• Knowing what company has at any point of time
• Licence reconciliation
• Wide range of reports available through tool
• Tool implementation at customer's side. Or using SoftwareONE's hosted (Software Discovery Portal)
• SAM Processes, procedures, roles, etc. ISO 19770-1
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4. Benefits of SoftwareONE and SAM
- We know how your organisation & IT environment works - We can tailor the solution to YOUR needs and not the other way around
- We are able to make the right recommendation when it comes to licensing and software
- Buy what you really need and not what you think you need
- Best licensing solution / program for your organisation
Benefit from THE PACKAGE
Licensing
Software Asset Management (SAM)
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The Software Licensing Experts
www.softwareone.com