-Review of SAM business processes and ownership • A look into company key control policies that support the accurate capture of inventory • Review of Software Asset Management organizational structure, roles and responsibilities • Analysis of data sources and the technologies and business processes established to manage them • Review of software spend, the capture of its cost components, and the reporting of IT costs • Review of ITSM approach and roles and responsibilities to support • Look at organizational and process relationships of SAM and IT Infrastructure Management

1. Today’s IT organizations struggle with conveying
the cost of IT, and the business consumption of that
cost. There are numerous functions that assist in
providing insight to IT cost, as well as manage data
that supports the business processes of IT. These
include Portfolio Management, Business Planning,
Configuration Management, Project Management,
and Finance. These functions depend heavily on
the foundational systems of Asset Management,
Infrastructure Management and Financial systems
to convey what has been purchased and what is in
use in the enterprise. Most notably, understanding
and managing the cost and use of software in
the enterprise has become a monumental effort.
Most companies lack the disciplines and business
processes to effectively capture and communicate
software license positions and consumption
detail. They may have created a Software Asset
Management program, but have no clear vision
on where to take it. It is simply a reactive counting
exercise that they go through when someone, most
likely Vendor Management or Sourcing, needs
software license information.
In addition, they don’t recognize the value of SAM
information and services beyond attempting to
address vendor compliance.
Flexera’s Software License Optimization Advisory
engagement provides guidance on best practices
in software license management and the business
processes and organizational changes required to
realize the maximum value. Includes:
• Review of SAM business processes
and ownership
• A look into company key control policies that
support the accurate capture of inventory
• Review of Software Asset Management
organizational structure, roles and responsibilities
• Analysis of data sources and the technologies
and business processes established to
manage them
• Review of software spend, the capture of its cost
components, and the reporting of IT costs
• Review of ITSM approach and roles and
responsibilities to support
• Look at organizational and process relationships
of SAM and IT Infrastructure Management
The engagement entails a brief requirements
gathering workshop session or interview process to
understand current state processes and scope, along
with IT responsibilities and data owners. Together
with the key business owners, we will build the
target state for software license management and the
roadmap to achieve it.
DATASHEET
Software License Optimization Advisory
Benefits to Your
Organization:
• Define the target state
for effective software
license management
and the benefits to
be realized.
• Establish business
processes and
technologies to
connect Software Asset
Management and the
enterprise functions
that can leverage
the information.
• Improve the quality and
availability of software
asset information
to key enterprise
functions, like Finance,
CTO, Operations
and Infrastructure
Management, Portfolio
Management and
Business Planning.
• Establish Software
License Lifecycle
Management strategies.
• Support that the
business consumes IT
products and services
in the most efficient
way possible.

2. Figure 1: Flexera Software’s Customer Value Methodology
Figure 2: Flexera Software’s Application Usage Management (AUM) Success Framework
Planning
• Virtualization/Cloud/VDI
• Transformations (e.g. OS, SaaS)
• BYOD / BYOL Strategies
Processes Systems
• Cradle to Grave SW HW Mgmt
• Packaging and Delivery
• Centralized Asset Management
• ITSM Process Alignment
Procurement Approach
• Sourcing Strategy
• Total Spend Leverage
• Centralized vs Decentralized
• Alignment w/SW Consumption
Proactive Supplier Management
• Fact Based Negotiation Strategy
• Contract Lifecycle Management
Compliance Management
• Entitlement Based Reconciliation
• License Position Remediation
• MA / Divestitures
Sustained Optimization
• Usage / Entitlement Based
License Optimization
• Self-service SW Request, Approval, Fulfillment
• Standard Software Catalog
Consumption
Strategy
Application
Management
Procurement
Supplier
Model
Compliance
Optimization
Enterprise IT Initiatives
(Desktop/Server)
Reduce Costs
Application Usage Management (AUM) Across the Entire Lifecycle
Decrease Risk Increase Operational
Efficiences
Entitlement Management
Compliance Strategy
Supplier Management
Application Hardware
Lifecycle Management
Application Procurement
Strategy
Customer
Value
1. Ide
ntify
Opt
imize
4.Me
asure
Val
idate
2. D
efine
Del
iver
3.De
sign
Flexera Software’s Software License Optimization
Advisory Service is part of Flexera Software’s Customer
Value Methodology which focuses on customer value and
business outcomes over the entire lifecycle (figure 1).
Managing application usage across the software lifecycle
is important to ensure your ability to maximize value with
high-value solutions that have been built out over the years
with successful customer deployments. This methodology
uses the Flexera Software Application Usage Management
(AUM) Success Framework (figure 2).
The Success Framework leverages industry best practices to
understand organizational maturity and possible gaps.

3. Software License Optimization Advisory
Target Audience/Buyer(s):
• The primary target audience/buyer for this service is the CIO, Head of Software Asset Management, or Head of
Procurement and Sourcing.
• Other functions that may derive value include technology managers, including Infrastructure Management teams, Finance,
Portfolio Management, and the Head of Corporate Risk.
Objectives Business Value Proposition:
• The primary objective of this engagement is to give the customer a greater understanding of the best practices approaches
to Software Asset Management and the extended enterprise value that comes with an effective program. The direct business
value proposition will be reduced costs and effective information flow to support critical enterprise functions like Security,
Enterprise Architecture, Corporate Risk, IT Operations and Finance.
Service Delivery Approach:
This service will be delivered through an interactive engagement that integrates:
Service Deliverables:
Deliverables from the engagement will include:
• A current state assessment.
• An Analysis and Summary report that provides recommendations to enhance organizations, business
processes and technologies.
• Where requested, a documented strategy for the SAM target state.
Critical Success Factors:
Critical success factors will include:
• Identify and secure the commitment of the right client resources as well as dependent teams
• Data Repositories are readily available
• Resources required for data repositories, application SME and systems management purposes are able to be
engaged in a timely manner.
Project Timeline:
• A Software License Optimization Advisory engagement is typically a two to four week engagement when customer
technical, management and business process resources are easily accessible. A project scoping call is scheduled to fully
map out the work effort and who the players involved will be in order to develop a time frame.
Flexera Delivery Team Composition:
• This engagement is led by a Flexera Software Senior or Principal Consultant (SME) who is well-versed in Software License
Optimization Best Practices. Given the nature of this type of engagement, additional Flexera Software consultants, such
as a FlexNet Manager Platform consultant, will be added which is dependent upon the size, scope and timeframes of the
deliverables mapped out during the scoping out process.
• An information gathering and identification phase where
business processes, technologies, and organizational
responsibilities are reviewed.
• A review of SAM best practices used to realize extended
value beyond inventory tracking and compliance.
• Development of the appropriate target state for an
enterprise SAM function.
• Delivery of a comprehensive report that provides insight
into strategy and a roadmap for success.

4. Software License Optimization Advisory
Client Resource Commitment:
• Customer resources needed for this engagement include those responsible for aspects of Software License Lifecycle
management, including Software and Hardware Asset Management, IT Service Management, Software Delivery,
Application Packaging and PC Systems Management and may include:
• Software Asset Management leadership and analysts
• IT Management
• Enterprise Architects
• IT Operations and Infrastructure leadership
• Procurement management and personnel
Note: To facilitate scheduling demands, resources need only attend the workshop for portions relative to their specific area.
Related/Complimentary Service Offerings:
• SLO Value Realization Service
• SAM License Optimization ROI Workshop
• SAM Planning Design Workshop
• SAM Maturity Modelling Workshop
• Business Process to Product Mapping Workshop
• License Position Snapshot Service
• SW Maintenance Support Rationalization Service

5. Flexera Software LLC
(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
Beijing, China:
+86 10-6510-1566
For more office locations visit:
www.flexerasoftware.com
Copyright © 2014 Flexera Software LLC. All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
SLO_Advisory_Services_June14
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.
License optimization services provide organizations with an
accurate and optimized view of their license position, enabling
them to reduce ongoing cost and risk and accelerate time to
value. 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 enterprises. 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.