Asset Management for itSMF

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Asset Management for itSMF

  1. 1. Where is IT Asset Management in ITIL? Nicole Conboy, NCA IT Service & Asset Management Consultant
  2. 2. What is “IT Asset Management”? <ul><li>Inventory Collection </li></ul><ul><ul><li>“ What” </li></ul></ul><ul><li>Asset Tracking </li></ul><ul><ul><li>“ Where / Who” </li></ul></ul><ul><li>SW License Management </li></ul><ul><ul><li>“ How Used” </li></ul></ul><ul><li>IT Asset Management </li></ul><ul><ul><li>“ How Much” </li></ul></ul><ul><li>Configuration Management </li></ul><ul><ul><li>“ How Related” </li></ul></ul>1000 1000 122 200 Net Book Value ? Configuration Items (CI’s)
  3. 3. How do you do IT Asset Management? <ul><li>Inventory Collection </li></ul><ul><ul><li>Snapshot of IT assets (wall to wall) </li></ul></ul><ul><ul><li>Requires an inventory repository </li></ul></ul><ul><ul><li>Use of scan tools will increase accuracy and efficiency </li></ul></ul><ul><li>Asset Tracking </li></ul><ul><ul><li>Requires Change Management (or IMAC) to authorize changes and notify asset data base administrator </li></ul></ul><ul><ul><li>Requires an asset repository and scan tools/site visit to verify DB </li></ul></ul><ul><ul><li>Requires user verification for accuracy (use Incident Management) </li></ul></ul><ul><li>HW and/or SW IT Asset Management (full lifecycle management) </li></ul><ul><ul><li>Uses ITIL Incident, Change, Release, Configuration, Capacity, Financial and Service Level Management processes </li></ul></ul><ul><ul><li>Requires interface to Contract Management (Warranty, Maintenance) </li></ul></ul><ul><ul><li>Understand TCO of IT Assets </li></ul></ul><ul><ul><li>Requires accurate reports </li></ul></ul>
  4. 4. What about Software License and Configuration Management? <ul><li>Software License Management (metering and monitoring) </li></ul><ul><ul><li>Requires Asset DB, Metering/Monitoring tools, Discovery tools, DSL </li></ul></ul><ul><ul><li>Uses ITIL Change, Financial, Capacity, Configuration and Release Management processes </li></ul></ul><ul><ul><li>Requires interface to Contract Management, Procurement </li></ul></ul><ul><ul><li>Requires HW Asset tracking </li></ul></ul><ul><li>Configuration Management </li></ul><ul><ul><li>Requires CMDB (with functionality to define relationships) </li></ul></ul><ul><ul><li>Discovery tools will increase accuracy </li></ul></ul><ul><ul><li>Uses NW diagrams and build information </li></ul></ul><ul><ul><li>Includes documentation </li></ul></ul><ul><ul><li>Requires Change and Release Management for accuracy </li></ul></ul><ul><ul><li>Service Level Management will ensure success through continuous improvement, SLA’s, UC’s and OLAs </li></ul></ul>
  5. 5. ITIL processes assisting with IT Asset Management Service Request = Standard Change, procedures to update CMDB Report CI discrepancies Incident Management Orders HW/SW for release – maintains DSL and DHS Maintains Documentation (licenses, contracts, procedures) Release Management Define requirements, deliverables for IT Asset Services Create SLA, UC, OLA Service Level Management Determines correct capacity of resources (CI’s) for business (plans) Monitor usage and allocate licenses accordingly Capacity Management Assists with determining budgets, depreciation methods Allocates cost types to assets (CIs) Uses HW/SW costs/details for use in cost models, plans, TCO Financial Management for IT Authorizes changes to CI’s/assets Change Management Plan and Identify CI’s, Control CMDB, Track CI Status through lifecycle Audit/Verify CI Data, Produce reports Configuration Management
  6. 6. ITIL’s Software Asset Management book <ul><ul><li>Assists with business case and benefits </li></ul></ul><ul><ul><li>Provides guidance on implementation </li></ul></ul><ul><ul><li>Identifies potential CI’s and attributes to track </li></ul></ul><ul><ul><li>Describes license types </li></ul></ul><ul><ul><li>Discusses tools </li></ul></ul><ul><ul><li>Not prescriptive! </li></ul></ul>
  7. 7. Implementing Asset/Configuration Management
  8. 8. Why invest in IT Asset or Configuration Management? <ul><li>Legal compliance i.e. Sarbanes-Oxley, Privacy </li></ul><ul><li>Software license compliance </li></ul><ul><li>Assist high-availability </li></ul><ul><li>Improve management of IT resources (people, tools) </li></ul><ul><li>Increase user efficiency </li></ul><ul><li>Reuse of assets/Recovery of lost assets </li></ul><ul><li>Timely lease returns </li></ul><ul><li>Relieve tax burdens </li></ul><ul><li>Secure, timely product removal </li></ul><ul><li>Address vendor challenges or invoice errors </li></ul><ul><li>Improve warranty service </li></ul>
  9. 9. Use a standard improvement method High level business objectives and requirements Understand where you are - strengths/weaknesses in people, processes, technology, investment Where you want to be and target timeframe Activities to close gap to target KPI’s to determine if the target was met Continuous Improvement Measurements Implement Plan Assess Vision
  10. 10. Select CI’s with the highest ROI Complexity Payback Mainframe Desktop Software Network PDA Telecom Cable Server Cellular Printer Laptop Docs Wireless
  11. 11. Use a phased approach Inventory Collection Asset Tracking Configuration Management HW Asset Management SW Asset Management SW License Management <ul><li>by: </li></ul><ul><li>Asset type </li></ul><ul><li>Configuration Item </li></ul><ul><li>Location </li></ul><ul><li>Customer Group </li></ul><ul><li>Service </li></ul>
  12. 12. Don’t forget the CSF’s! <ul><li>People </li></ul><ul><ul><li>Process Manager, Configuration Librarian, SME’s, training, ownership, roles and responsibilities, etc. </li></ul></ul><ul><li>Processes </li></ul><ul><ul><li>Configuration, Change, Financial, Release, Capacity, Incident, Policies, Procedures, Work Instructions, etc. </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>CMDB, Scan tools, DSL, metering/monitoring tools, order tools, etc. </li></ul></ul><ul><li>Information </li></ul><ul><ul><li>Data, reports, exceptions, audits, recommendations, plans, etc. </li></ul></ul>
  13. 13. Additional tips for success <ul><li>Determine who owns the program (IT, Finance, Procurement?) </li></ul><ul><li>Create Program Governance </li></ul><ul><li>Establish a Process Owner/Process Manager </li></ul><ul><li>Identify SME’s for each asset class and function in the lifecycle </li></ul><ul><li>Manage the program with Key Performance Indicators (KPI’s) </li></ul><ul><li>Include requirements in SLA’s, OLA’s and UC’s </li></ul><ul><li>Promote understanding/compliance with policies, process, standards </li></ul><ul><li>Standardize procedures to improve activities </li></ul><ul><li>Ensure financial and audit controls are in place </li></ul><ul><li>Assess, implement and integrate tools to enable the process </li></ul><ul><li>Provide common and consistent interfaces for asset acquisition, financial management and disposal across the organization </li></ul><ul><li>Enable information to be easily accessible in a timely manner </li></ul><ul><li>Reduce the cost of managing assets </li></ul><ul><li>Establish a continuous improvement program to add value </li></ul><ul><li>Keep it simple </li></ul>
  14. 14. Thank You! <ul><li>Nicole Conboy </li></ul><ul><li>N icole C onboy & A ssociates </li></ul><ul><li>(416)203-1840 </li></ul><ul><li>[email_address] </li></ul><ul><li>NCA Partners: </li></ul><ul><li>Ahead Technology, Burntsand, Micromation Inc., </li></ul><ul><li>Procept Associates, Tony Grice & Associates </li></ul>

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