WILLIAM ROBERTSONwilliam@bluehabits.co.za

WILLIAM ROBERTSON

Training & Education

Maturity Assessments

ITIL & ITAM Trainer & Principal Consultant

All Round ITAM & ITSM Evangelist

Advisory & Consulting

Business Process

Analysis & Solutions

william@bluehabits.co.za

https://za.linkedin.com/in/wrobertson1

Things our kids say

(aka The “Oldie” Challenge)

Why do grown-ups say “Hang Up” the phone?

Why does Dad have so many 3D printings of the

“Save” button in his computer cupboard?

Who has the oldest, functioning server or desktop, still in operation today?

The Purpose of ITAM

Value = Benefit

Cost

Jules DupuitCost Benefit Analysis, 1848

Risk Value

The Purpose of ITAM

Pro

gram

me

Polic

y

Co

mm

un

icat

ion

&

Edu

cati

on

IT Asset Life Cycle

Dispose of the Asset

Identify the Asset

Do

cum

enta

tio

n

Acquire the Asset

Vendors

Legislation

IT Financials

Projects

Compliance

IT Service Management ITIL Config

Management DB

But Wait…

Config Items(IT Assets?)ITAM =

CMDB?

IT Service Management History

2000

• CCTA OGC

2001

• ITIL v2

2007

• ITIL v3 (aka ITIL 2007)

2011

• ITIL 2011

• OGC Cabinet Office

2014

• Axelos (UK Govt & Capita)

1957

• TSU (UK Govt)

1970 - 1990

• TSU CCTA

1986

• GITIMM (CCTA)

1989-1996

• ITIL v1

1991-1994

• ITIMF (itSMF)

59 Years

IT Asset Management History

1998

• SAM & HAM discussions

2002

• IAITAM

2004

• Software Asset Management

2004

• Hardware Asset Management

2008

• ITAM Best Practice Library

2010

• ITAM 360 Maturity Model

2011

• International presence (100 countries)

2014-2016

• Mobile, Disposition & CITAM

• Adv Study Courses

• MSITAM

18 Years

ITSM vs ITAM

ITSM vs ITAM

ITSM vs ITAM

ConfigurationManagement

Database

Discovered DataSnapshots

AssetRepository

Inventory- Baseline Config- Discovered Data- Non-discovered Data

(Ownership, Geographical…)- ALL historical configs

Financial- TCO- ROI- PO, Invoice…

Contractual- Supplier- Warranty- SLA- Lease

Contract Management

Financial

IT Asset Life CycleDecisionSupport

ERD

Much More Than We Thought

Not a core business competencyNot Sustained & SupportedNo “Wall of Due Diligence”

No baseline performance measures

Golden RecordsManaged ROI & TCO

Enforced policiesCross-Functional teams

The Purpose of ITAM

ITAM Myths & Misnomers

Software Asset Management will cost me

money, I’d rather ignore it.

It’s not my problem if the HW disposal

company cuts corners

We have an ERP system – we already do “Asset Management”

We buy from one reseller. They worry

about compliance so I don’t have to.

I want to decide what software I need for

my department. If we have centralized

software asset management, I’ll lose

control.

“They” have no right to come and audit us

It is cheaper to pay the fine if I am

audited.

I don’t need to worry about anything

once an asset leaves my premises for

destruction

We can buy a tool to fix this

What ITAM can do for you?

1. How many of your assets have achieved their stated ROI?

2. Which make/model of assets have maintained the most cost effective TCO?

3. What documentation must you retain to remain compliant?

4. Who negotiates your software license agreements?

5. What did this device look like the day it was purchased?

6. Under which of our multi-vendor service agreements is this device supported?

• Software License Management

1. Avoid over purchasing

2. Avoid non-compliance penalties

• Financial Management

1. Allocate asset and service costs for charge back

2. Uncover vendor invoicing errors

3. Streamline the budgeting and planning process

18

ITAM Savings & Value

19

• Risk Management• Reduces testing time for new products and hardware

• Eliminating maverick purchases reduces intrusion opportunities

• Proper disposal process reduces risk to data security

• Inventory Management• Increase accuracy of inventory information, increase accountability for

financial laws and regulations

• Identify underutilized assets

ITAM Savings & Value

20

• Contract and Vendor Management• Improved vendor negotiations

• Enforcement of terms and conditions

• Maintenance contract renewal by choice and at the right level

• Warranty management

• Lease Management • Avoid unplanned and expensive lease buy-outs

ITAM Savings & Value

21

• Procurement Management• Eliminate redundant or unnecessary purchases

• Standardize on products, configurations and suppliers

• Disposal Management • Tax considerations (e.g. charity donations)

• Restrictions and fines (EPA (US), WEEE (EU) )

• Avoid disposing of leased assets

ITAM Savings & Value

ITAM 2016+

Survey Results

The Top ITAM Program Goals for 2016 & Beyond %

Improving software license compliance 77.7%

Increase inventory accuracy/control 71.9%

Improving processes within ITAM area of responsibility 63.0%

Improving coordination between departments, end users and others that impact the asset lifecycle 54.1%

Improve reporting and other deliverables for compliance/governance other than software licensing 52.4%

Increasing employee awareness and cooperation 50.3%

Expanding the software titles proactively, for compliance 45.2%

Budget management/uncovering savings 44.2%

Increasing management awareness/buy-in 42.5%

Supporting IT service management 41.4%

Improving end-of-life processes 40.8%

ITAM 2016+

SW Licensing Predictions

1. Cloud-based subscription licensing revenue will increase by 21%, to $130 billion in 2016 and will see changes to audit rules

2. Software license complexity will indirectly cost organizations an average of 25% of their software license budgets in 2016

3. Vendors will be even more active with audits as more revenue is generated from audits than from new business and vendors use license reviews as both a way to “recover lost revenue” as well as drive customers towards new and more profitable licensing schemes

4. At least three software providers will announce in 2016 the intent to end all perpetual licensing

IDC Software Licensing and Pricing Predictions 2016Amy Konary, IDC, 23 Nov 2015

Gartner sees IT Spending Edging Up in 2016David Foxen, Snow Software, 9 Feb 2016

Snow’s SAM predictions for 2016Matt Fisher, Snow Software, 6 Jan 2016

More money will be spent (overall) on new software with complex licensing requirements.

SAM is critical to ensure best value for money and protection against increasingly vigilant software publisher audits

ITAM Certifications & Resources

Professional Certifications

ITAM Foundations (CAMP)Certified Software Asset Manager (CSAM)

Certified Hardware Asset Manager (CHAMP)Certified IT Asset Disposition (CITAD)

Certified Mobile Asset Manager (CMAM)Certified IT Asset Manager (CITAM)

Services and Resources

IAITAM Best Practice Library ITAM 360TM

Best Practice Blue PrintITAM Pocket Guide (IBPL)

Information Products

www.itamsa.co.zawww.iaitam.orgitak.iaitam.org

ITAM User Group

ITAM Certifications & Resources

Call to Action