My presentation on ITAM Best Practice - 9 maturity steps to audit readiness from Knowledge14 in San Francisco - the ServiceNow annual conference

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MARTIN THOMPSON
ITAM ANALYST & BLOGGER, THE ITAM REVIEW, THE ITSM REVIEW
CHIEF AGITATOR, CAMPAIGN FOR CLEAR LICENSING
Enterprise Opinions
ITAM Best Practices
Nine Maturity Steps to Audit Readiness

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Your ITAM Maturity?

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Resources Knowledge
Mindshare Something else…
Biggest block to your ITAM
progress?
Block to Your Progress with ITAM?

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Key benefits of asset management
• Increased productivity
• performance and profitability
• Best possible service to customers
Key risks associated with assets
• Financial
• Contractual
• Legal or compliance risk
Asset characteristics
• Lifecycle of ownership
• Emotional attachment
• Choose to manage (legislation,
convenience, financially rewarding)
https://www.flickr.com/photos/68751915@N05/6281018648/

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Four Market Forces in ITAM Today
1. Technology innovation
2. Consumer-led demand
3. Austerity & transparency
4. Audit activity

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1. Technology Innovation
“Like the clear headed accountant giving advice to the
enthusiastic entrepreneur. Our objective is to be the
trusted source of clarity regarding viable options and
valuable insight into likely consequences. Whispering in
the CIO’s ear.”
• Technology striding ahead
– Cloud
– Virtualization
• Licensing a few steps behind
• Help navigate
– Architect
– Projects

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2. Consumer-led Demand
• Underlying market forces…
– Broadband and Internet usage
– Smart phones / tablets / apps
– IT savvy of average user
• …have led to
– App / Internet expectations
– BYOA
– Shadow IT

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3. Austerity & Transparency
“Price is what you pay. Value is what
you get”
~ Warren Buffett

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4. Software Publisher Audit Tactics
• Compliance teams:
– Significant $revenue$
– Data to feed deals
“Give yourself a game you can win. If you can't manage it don't sign it.”
• Unmanageable license programs – choices:
1. Do nothing
2. Vote with your feet
3. Contain it / manage it
4. Change the agreement

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The Pareto Principle
“80% of the land in Italy was owned by 20% of the population”

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“50% of Vendors constituted only 1% of spend…
top 20 vendors presented 80% of spend…”
- Anthony Porter, Electronic Arts
(At UK Gartner ITAM Conference)

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“Begin with the end in mind”
~ Stephen R. Covey (1932 – 2012)

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ITAM is Not a Project

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1 2 3

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Continuous Improvement in ITAM
1. Improvement plan
2. Communications plan
3. Scope

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ITAM
BOARD
SCOPE
DATA
RISK
CSI
IMPROVEMENT PLAN
• Process Engineering
• Education
• Technology
• Expertise
TRUSTWORTHY DATA
• Verified Inventory
• Verified Entitlement
SCOPE
• IT teams, BU, End Users
• Risk Dashboard
• Exception Reporting
COMMUNICATIONS
• Desktop / Mobile
• Datacentre
• Virtual
• Cloud
Continuous Improvement in ITAM

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Sources of Change
Likely source of change Scope ITAM Strategy to stay on top
of changes
1 Deployment of new projects and upgrades Whole IT Estate PMO Alignment
2
Changes to infrastructure and production
systems
Primarily Datacentre CAB Alignment
3 End User Requests
Primarily Desktop, Laptop,
Mobile
Automated Request Process
4
People joining, leaving, changing roles,
finishing projects or otherwise not using
assets
Whole IT Estate Proactive Reclaim / HR Alignment
5 Engineer / Support staff changes / IMAC
Primarily desktop, Laptop
and Mobile
ITSM / Service Alignment
6 People buying stuff Whole IT Estate
Review ITAM data before procurement,
internal market

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Proactively Assist Change
PLAN
ACQUIRE
STOCKDEPLOY
MAINTAIN
CHANGE
REASSIGN
IMAC
RETIRE
8. CAB
9. ITSM
PROJECTS REQUESTS4. PMO 5. AUTO REQUEST
6. ITAM DATA
7. PROACTIVE RECLAIM / HR

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Top Takeaways: Nine Maturity Steps to Audit Readiness
• ITAM value and momentum
– 1. ITAM improvement plan
– 2. Communications plan
– 3. Scope
• Proactively assist change
– 4. Project management / new builds
– 5. Automatic request process
– 6. Review ITAM data before procurement
– 7. Proactive reclaim and aligned to HR
– 8. Change Management
– 9. ITSM

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Enterprise Opinions
• Founded 2008
• www.itassetmanagement.net
• Founded 2011
• www.theitsmreview.com

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Campaign for Clear Licensing
• Provides a voice for software buyers
• Confidential forum
• Software Audit Code of Conduct
• www.ClearLicensing.org

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Martin Thompson
ITAM Analyst
The ITAM Review
Martin.Thompson@ITAssetManagement.net