martin thompson sam buyers guide new york tools day
TRANSCRIPT
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SAM Tool Buyers Guide
By Martin Thompson • Founder, ITAM Review, ITSM Review• Chief Agitator, Campaign for Clear Licensing
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Agenda – Buyer’s Guide
• Trends shaping SAM • Common pitfalls • ITAM Review Assessment Model
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Efficiency
Agility
Compliance
SAM Industry Drivers
1. Audits 2. Financial Transparency 3. Innovation 4. Consumer-led demand
What is modern SAM?
Platinum Sponsor ITAM Review Tools Day, New York May 12th 2015
Taxi Take-off Cruising Altitude
SAM Preparation SAM Project SAM as BAU
Estimate Risk Show Risk Manage Risk
• Understand Environment• Address most common
pitfalls• Build Business Case• Stakeholder Engagement• Core SAM Processes
• Gain visibility • Build momentum • Build credibility• Grasp low hanging fruit• First reconciliations• Internal audit
• Maintain momentum• Management by exception • Continual Service
Improvement• Demonstrate Strategic Value
SAM Implementation
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Common Pitfalls
1. Trying to boil the ocean
2. Not knowing what success looks like
3. Treating SAM like a short term project
Set tight scope
(3,5,10)
Begin with the end in mind (Audit Ready)
Continual Service Improvement (CSI)
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SAM Tool Assessment Model
1. Visibility
2. Identification
3. Risk
4. Efficiency
5. Agility
6. CSI
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Priorities
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How is the market doing?
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Visibility
Identification
Risk
Efficiency
Agility
CSI
• Discovery• Auditing & Inventory• Accuracy• Software Recognition
• Product Use Rights• License Types• Procurement Records
• Reconciliation• Risk / Compliance• Prioritization• Accuracy
• Redundancy / Overlap• Cheaper Alternatives• Architecture• Spend signals• Contracts Preparation • Service request
automation• Financial transparency• ITSM Integration• Scenario Modeling /
Levers
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Likely source of change Proactive SAM
1 Deployment of new projects and upgrades PMO Alignment
2 Changes to infrastructure and production systems CAB Alignment
3 End User Requests Automated Request Process
4People joining, leaving, changing roles, finishing projects or otherwise not using assets
Proactive Reclaim / HR Alignment
5 Engineer / Support staff changes / IMAC ITSM / Service Alignment
6 People buying stuff Review ITAM data before procurement, internal market
Sources of Change
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PLAN
ACQUIRE
STOCKDEPLOY
MAINTAIN
CHANGE
REASSIGN
IMAC
RETIRE
CAB
Service Desk
PROJECTS REQUESTSPMO AUTO REQUEST
ITAM DATA
PROACTIVE RECLAIM / HR
Where ITAM meets ITSM
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Visibility
Identification
Risk
Efficiency
Agility
CSI
• Discovery• Auditing & Inventory• Accuracy• Software Recognition
• Product Use Rights• License Types• Procurement Records
• Reconciliation• Risk / Compliance• Prioritization• Accuracy
• Redundancy / Overlap• Cheaper Alternatives• Architecture• Spend signals• Contracts Preparation • Service request
automation• Financial transparency• ITSM Integration• Scenario Modeling /
Levers
• Process performance
• Root cause analysis
• Business plan performance
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Good Data & Show Risk
Satisfy then maintain compliance
Cut costs
EfficiencySmarter Decisions / Agility
Scope
Trustworthy Data
Risk & Communications
CSIWhat is required?
1. Authority 2. Internal resource3. Good, verified inventory4. Good, verified license records5. A License reconciliation process6. License expertise7. Executive group to drive change
CSI
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Visibility
Identification
Risk
Efficiency
Agility
CSI
• Discovery• Auditing & Inventory• Accuracy• Software Recognition
• Product Use Rights• License Types• Procurement Records
• Reconciliation• Risk / Compliance• Prioritization• Accuracy
• Redundancy / Overlap• Cheaper Alternatives• Architecture• Spend signals• Contracts Preparation • Service request
automation• Financial transparency• ITSM Integration• Scenario Modeling /
Levers
• Process performance
• Root cause analysis
• Business plan performance
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Questions?