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DATASHEET
Software Asset Management (SAM) and
License Optimization ROI Workshop
Develop Best Practice Software Asset Management (SAM) Processes and
Roadmaps for Program Implementation
Software License Optimization = Software
Savings & Continuous Compliance
Software license and maintenance fees are a
major expense representing 20--35% of total
IT spend. The majority of that spend is tied to
major desktop and server application vendors—
Microsoft®
, IBM®
, Oracle®
, SAP®
, Symantec™
and Adobe®
— that have a range of complex
license models, translating into license
management challenges for clients.
The lack of mature software asset management
(SAM) processes expose enterprises to software
audit liabilities and overspending. A mature
SAM program supported by an Software License
Optimization solution can control costs and
reduce risks associated with software assets.
But, many companies lack the facts and data
needed to justify an investment decision. Flexera
Software’s Software License Optimization Services
assist in assessing the current state of asset
management maturity, help build the justification
for a SAM and license optimization program,
and develop best practice SAM processes and
roadmaps for program implementation.
Such a program will set you on a path to the
highest level of license optimization maturity
where ongoing cost savings of 5-30% per year
on software spend can be realized.
SAM and License Optimization Return on
Investment Workshop
The SAM and License Optimization Return
on Investment (ROI) Workshop is a 3-day
engagement involving the active participation
of client personnel to collectively perform a
rapid assessment of existing SAM capabilities.
An in-depth questionnaire drives the interactive
session and client self-assessment responses and
workshop findings populate assumptions within
Flexera Software’s proprietary ROI model. An
estimated ROI and payback timeframe depict
the business value associated with establishing
a robust SAM and license optimization program
across the enterprise.
Software License Optimization Maturity Model
Asset Management to License Optimization
TraditionalSAM
SoftwareLicenseOptimization
ReturnOnInvestment
Level 4
Optimized
Level 3
Continuously
Compliant
Level 2
Managed
Level 1
Installation
Automated entitlement based license management
and optimization; Minimize license consumption and
software spend.
Automated purchased vs. installed license
reconciliation; SAM processes to manage contracts
and maintain continuous license compliance.
Perform purchased versus installed license
reconciliation on an ad hoc basis; point-in-time
management of licenses and contracts.
Identify software and hardware installed.
Benefits to
the Organization:
• Understand software
license liability risk
level and license
spend optimization
opportunities.
• Build a justification
for SAM and license
optimization program
investment.
• Determine an estimated
payback timeframe
and business value
of SAM and license
optimization.
SAM and License Optimization Return on Investment Workshop
Workshop Objectives
The SAM and License Optimization ROI Workshop has two primary objectives:
• Assist in the development of a high-level understanding of the organization’s current SAM maturity level, including strengths,
gaps, software license liability risk level and software spend optimization opportunities.
• Generate an estimated SAM and license optimization ROI and benefits realization timeframe, providing the requisite
business case data necessary to justify investment in SAM technology and best practice process development.
Delivery Approach
The workshop service is delivered as a short-term engagement incorporating the following attributes:
• An on-site, facilitated workshop conducted by a Flexera Software Senior or Principal Consultant who is a SAM subject matter
expert. The workshop involves key client stakeholders familiar with the client’s current SAM-related asset lifecycle business
practices.
• A comprehensive ROI Questionnaire (based upon the ISO 19770-1 standard) is disseminated in advance of the workshop
and leveraged as the basis for discussion and assessment of current SAM capabilities.
• Overall software spend and known compelling events (e.g. contract renewals, annual true-ups, software license audits, etc.)
are identified by the client.
• Key drivers and potential roadblocks are subsequently summarized, an estimated ROI is calculated utilizing Flexera
Software’s proprietary ROI Model, and a projected benefits realization timeframe is identified.
• A review of workshop deliverables and key findings is conducted with participating stakeholders, including a discussion of
the business justification for a SAM and license optimization program and next steps.
Project Timeline
The engagement is conducted within a 3-day timeframe, with some client preparation required in advance to optimize meeting
time and enable the generation of the deliverables within the allotted time.
Deliverables
At the conclusion of this fixed price service, the client will receive:
• A completed SAM and License Optimization ROI Assessment Questionnaire.
• High-level summary of current SAM strengths (“Drivers”) and gaps (“Restrainers”).
• ROI savings estimates and time to payback on your investment—
- Based on the composition of current and projected software spend.
- Identification of license optimization “levers”—strategies for reducing license consumption, optimizing license types,
maximizing software utilization, reharvesting existing unused assets, etc. that will reduce ongoing software spend.
- Generation of 3 ROI views: Expected, Conservative  Optimistic.
Primary Audience
The primary audience for this service is the Project Sponsor and Project Lead who is contemplating an incremental investment in
SAM process capability development and/or the purchase of an Software License Optimization (SLO) solution.
Client completes
ROI questionnaire
and collects
software
spend data.
PRE-WORKSHOP
Collectively
review the
questionnaire
and gather
additional input,
as needed.
DAY 1
Perform ROI
analysis,
summarize
workshop and
capability
assessment findings.
DAY 2
Conduct readout
of findings and
ROI estimates.
DAY 3
Flexera Software LLC
1000 East Woodfield Road,
Suite 400
Schaumburg, IL 60173 USA
Schaumburg
(Global Headquarters):
+1 800-809-5659
United Kingdom (Europe,
Middle East Headquarters):
+44 870-871-1111
+44 870-873-6300
Australia (Asia,
Pacific Headquarters):
+61 3-9895-2000
For more office locations visit:
www.flexerasoftware.com
Copyright © 2012 Flexera Software LLC. All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
FX_SD_SLO-ROIWS_Sept12
Software License Optimization Services and Solutions
Software spending and license complexity continue to grow
and organizations require best practice processes and next
generation tools to gain control of their software estate.
Flexera Software’s Software License Optimization Services
provide the data and insights needed to understand the
business value of a SAM and license optimization program,
as well as the processes and roadmaps required for successful
implementation. Our FlexNet Manager Suite for Enterprises
is the only Software License Optimization product that
automates and optimizes license and contract management
processes to reduce software license, maintenance and audit
costs, while maintaining license compliance.
About Flexera Software
Flexera Software is the leading provider of strategic solutions
for Application Usage Management; solutions delivering
continuous compliance, optimized usage and maximized
value to application producers and their customers. Flexera
Software is trusted by more than 80,000 customers that
depend on our comprehensive solutions - from installation
and licensing, entitlement and compliance management to
application readiness and software license optimization
- to strategically manage application usage and achieve
breakthrough results realized only through the systems-level
approach we provide. For more information, please go to:
www.flexerasoftware.com
Next Steps:
Learn more about optimizing your software license management
processes – visit www.flexerasoftware.com/SLOServices or
contact a Flexera Software representative.

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Software Asset Management (SAM) and License Optimization ROI Workshop

  • 1. DATASHEET Software Asset Management (SAM) and License Optimization ROI Workshop Develop Best Practice Software Asset Management (SAM) Processes and Roadmaps for Program Implementation Software License Optimization = Software Savings & Continuous Compliance Software license and maintenance fees are a major expense representing 20--35% of total IT spend. The majority of that spend is tied to major desktop and server application vendors— Microsoft® , IBM® , Oracle® , SAP® , Symantec™ and Adobe® — that have a range of complex license models, translating into license management challenges for clients. The lack of mature software asset management (SAM) processes expose enterprises to software audit liabilities and overspending. A mature SAM program supported by an Software License Optimization solution can control costs and reduce risks associated with software assets. But, many companies lack the facts and data needed to justify an investment decision. Flexera Software’s Software License Optimization Services assist in assessing the current state of asset management maturity, help build the justification for a SAM and license optimization program, and develop best practice SAM processes and roadmaps for program implementation. Such a program will set you on a path to the highest level of license optimization maturity where ongoing cost savings of 5-30% per year on software spend can be realized. SAM and License Optimization Return on Investment Workshop The SAM and License Optimization Return on Investment (ROI) Workshop is a 3-day engagement involving the active participation of client personnel to collectively perform a rapid assessment of existing SAM capabilities. An in-depth questionnaire drives the interactive session and client self-assessment responses and workshop findings populate assumptions within Flexera Software’s proprietary ROI model. An estimated ROI and payback timeframe depict the business value associated with establishing a robust SAM and license optimization program across the enterprise. Software License Optimization Maturity Model Asset Management to License Optimization TraditionalSAM SoftwareLicenseOptimization ReturnOnInvestment Level 4 Optimized Level 3 Continuously Compliant Level 2 Managed Level 1 Installation Automated entitlement based license management and optimization; Minimize license consumption and software spend. Automated purchased vs. installed license reconciliation; SAM processes to manage contracts and maintain continuous license compliance. Perform purchased versus installed license reconciliation on an ad hoc basis; point-in-time management of licenses and contracts. Identify software and hardware installed. Benefits to the Organization: • Understand software license liability risk level and license spend optimization opportunities. • Build a justification for SAM and license optimization program investment. • Determine an estimated payback timeframe and business value of SAM and license optimization.
  • 2. SAM and License Optimization Return on Investment Workshop Workshop Objectives The SAM and License Optimization ROI Workshop has two primary objectives: • Assist in the development of a high-level understanding of the organization’s current SAM maturity level, including strengths, gaps, software license liability risk level and software spend optimization opportunities. • Generate an estimated SAM and license optimization ROI and benefits realization timeframe, providing the requisite business case data necessary to justify investment in SAM technology and best practice process development. Delivery Approach The workshop service is delivered as a short-term engagement incorporating the following attributes: • An on-site, facilitated workshop conducted by a Flexera Software Senior or Principal Consultant who is a SAM subject matter expert. The workshop involves key client stakeholders familiar with the client’s current SAM-related asset lifecycle business practices. • A comprehensive ROI Questionnaire (based upon the ISO 19770-1 standard) is disseminated in advance of the workshop and leveraged as the basis for discussion and assessment of current SAM capabilities. • Overall software spend and known compelling events (e.g. contract renewals, annual true-ups, software license audits, etc.) are identified by the client. • Key drivers and potential roadblocks are subsequently summarized, an estimated ROI is calculated utilizing Flexera Software’s proprietary ROI Model, and a projected benefits realization timeframe is identified. • A review of workshop deliverables and key findings is conducted with participating stakeholders, including a discussion of the business justification for a SAM and license optimization program and next steps. Project Timeline The engagement is conducted within a 3-day timeframe, with some client preparation required in advance to optimize meeting time and enable the generation of the deliverables within the allotted time. Deliverables At the conclusion of this fixed price service, the client will receive: • A completed SAM and License Optimization ROI Assessment Questionnaire. • High-level summary of current SAM strengths (“Drivers”) and gaps (“Restrainers”). • ROI savings estimates and time to payback on your investment— - Based on the composition of current and projected software spend. - Identification of license optimization “levers”—strategies for reducing license consumption, optimizing license types, maximizing software utilization, reharvesting existing unused assets, etc. that will reduce ongoing software spend. - Generation of 3 ROI views: Expected, Conservative Optimistic. Primary Audience The primary audience for this service is the Project Sponsor and Project Lead who is contemplating an incremental investment in SAM process capability development and/or the purchase of an Software License Optimization (SLO) solution. Client completes ROI questionnaire and collects software spend data. PRE-WORKSHOP Collectively review the questionnaire and gather additional input, as needed. DAY 1 Perform ROI analysis, summarize workshop and capability assessment findings. DAY 2 Conduct readout of findings and ROI estimates. DAY 3
  • 3. Flexera Software LLC 1000 East Woodfield Road, Suite 400 Schaumburg, IL 60173 USA Schaumburg (Global Headquarters): +1 800-809-5659 United Kingdom (Europe, Middle East Headquarters): +44 870-871-1111 +44 870-873-6300 Australia (Asia, Pacific Headquarters): +61 3-9895-2000 For more office locations visit: www.flexerasoftware.com Copyright © 2012 Flexera Software LLC. All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners. FX_SD_SLO-ROIWS_Sept12 Software License Optimization Services and Solutions Software spending and license complexity continue to grow and organizations require best practice processes and next generation tools to gain control of their software estate. Flexera Software’s Software License Optimization Services provide the data and insights needed to understand the business value of a SAM and license optimization program, as well as the processes and roadmaps required for successful implementation. Our FlexNet Manager Suite for Enterprises is the only Software License Optimization product that automates and optimizes license and contract management processes to reduce software license, maintenance and audit costs, while maintaining license compliance. About Flexera Software Flexera Software is the leading provider of strategic solutions for Application Usage Management; solutions delivering continuous compliance, optimized usage and maximized value to application producers and their customers. Flexera Software is trusted by more than 80,000 customers that depend on our comprehensive solutions - from installation and licensing, entitlement and compliance management to application readiness and software license optimization - to strategically manage application usage and achieve breakthrough results realized only through the systems-level approach we provide. For more information, please go to: www.flexerasoftware.com Next Steps: Learn more about optimizing your software license management processes – visit www.flexerasoftware.com/SLOServices or contact a Flexera Software representative.