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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