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need
                                                     clever
                                                     tools

                                                                 to manage
                                                                   your IT
                                                                   assets?

  Software License Management
  Introduction

  Kamila Wroblewski
  Director
  The Carmine Group


ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES •   the carmine group. IT’s clever.
Key Business Challenges Driving
    Software License Management

•    Spend reduction
          As the number of deployed software
          applications continues to grow, the
          opportunity for spend reduction through a
          regimented software reuse program becomes
          increasingly significant.
•    Compliance
          Software publishers and their representatives
          such as BSA are becoming increasingly
          aggressive at auditing and levying fines.
•    Business agility
          Lack of proper controls and tracking often
          prevent rapid execution of M&A events and
          other growth transactions.

This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Software License Management Realities

                                                             • Software License Law falls under both Contract Law
                                                               and Copyright Law
                                                                  – Contract Law – A license is one-sided and favors
                                                                    the publisher
                                                                  – Copyright Law – Unauthorized duplication =
                                                                    copyright infringement; penalties provided for in
                                                                    statute
                                                                        • Possible penalties include actual damages,
                                                                          statutory damages, willful violations, attorney’s
                                                                          fees, criminal violations
                                                             • Gartner states that 30% of large enterprises will
                                                               experience at least 1 audit per year through 2010
                                                             • A centralized software reuse program can generate
                                                               millions of dollars in cost takeout per year

This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Common Obstacles to a Successful
    Software License Management Program

•     Failure to Properly Scope the Program – Organizations
      frequently try to place all software applications on the
      network under control at once, often overwhelming the
      program.
•     Insufficient Purchase Records & Controls – Software
      License Management programs frequently fail to implement
      proper proof of license controls to maintain an accurate
      compliance picture.
•     Underestimate Information Volume – Many program
      planners underestimate the volume of data created by an
      SLM program, which can quickly saturate the program team.
•     Lack of Value / ROI Focus – Compliance alone is not
      sufficient to sustain an SLM program long-term. Programs
      that do not produce measurable ROI often draw executive
      criticism.
•     Improper Focus on Tools – Software License Management
      is 80% process, but process rarely drives the solution.
•     Failure to Set Success Metrics – Without success metrics
      and reporting, focus and support wanes.

This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
What We Offer

  •      A managed service for IT Asset Management (ITAM) with a specific focus on
         Software License Management (SLM)
  •      Innovative, multi-tenant, highly customizable technology platform for
         implementing value-focused ITAM
             • Skilled business professionals providing “run services” and management
             • Unique ROI focus and approach
  •      Offered under several models
             • Managed Service – The Carmine Group helps customer execute
               ongoing program management and run-time services
             • SaaS – Customer uses Veriam platform to run ITAM program
  •      Consultative and implementation services



This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
The Carmine Group ITAM/SLM Services
    Key Concepts and Benefits
•      Ensure program support by focusing on value production
       –      Value analysis performed up front to identify potential ROI, focus areas, impediments, and risks
       –      Focus on value targets first, and do those really well
       –      Show tangible value through effective software reuse
•      Remove guesswork involved by autodiscovery through process enhancement
       –      Asset lifecycle processes enhanced to accurately collect key data where software profile changes occur
       –      Provide real-time compliance reporting for 7 x 24 confidence
•      Maximize long-term success by keeping the solution tractable
       –      Managed Software List – Start with list of high value applications
       –      Expand over time after system is performing
•      Drive program participation and support through effective behavior drivers
       –      Credits and debits encourages software reuse between cost centers
       –      Reporting and MARCOM support to help stakeholder buy-in
       –      Process adherence tracking
•      Control the program with proper governance
       –      Centralized MSL licensing (at least terms)
       –      MSL and other program features governed by a representative board




    This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                         It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                         Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Veriam’s SLM Platform
Key Concepts and Benefits

• Real-time Compliance Monitoring
    –     Fully automatic license allocation and
          integration to asset lifecycle provides
          accurate real-time compliance.
• Centralized Software Reuse Program
    –     Veriam’s Software Exchange tracks
          software reuse to cost-centers,
          removing the principle barrier to reuse
          participation.
    –     Can also support an inter-company SW
          reuse marketplace for certified licenses.

• Automated Software Requests
  – Veriam’s Software Request Portal automates end-user software requests, approvals, and
     installation, greatly reducing software request cycle times while maintaining license compliance.
• ROI Focused
  – Value Analysis performed up-front to set ROI goals, which are tracked through the program.
     Maintains executive interest and sponsorship.


 This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                      It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                      Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Software License Management Framework

                                                                               Governance

                                                            Service
          Value Analysis /                                                                                                                  Review of Value
                                                          Alignment /                                     Run
         Feasibility Review                                                                                                                   Realization
                                                          Transition
    • Identify ROI goals and                  • Align processes and                    •   Compliance reporting                  • Measure actual value
      metrics                                   catch-points                           •   Value reporting                         realized, service levels
    • Define MSL and HW                       • Negotiate and set up                                                               achieved
                                                                                       •   System monitoring
      asset scope                               ASNs                                                                             • Compare with originally
                                                                                       •   Exception handling                      envisioned value creation
    • Align processes                         • Implement asset
                                                identification strategy                •   System administration                   potential
    • Determine asset
      identification strategy                 • Set up auto-discovery                  •   DB administration                     • Derive optimization
                                                                                       •   Governance                              potential and enact
    • Identify risks                          • Baseline SW and HW                                                                 improvement initiatives
                                                counts                                     participation
                                              • Configure managed
                                                service platform                                                                Feedback



                                                                                Resources
                                                                          Tools & Systems


This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Operating Model

  •      Can be implemented in one of the following ways;
            •      Managed Service
                      •      TCG helps customer execute ongoing program management and run-time
                             services
                      •      TCG performs much of the effort that frequently gets “dropped”
                      •      Client’s primary responsibility is to enforce SLM procedures
            •      SaaS
                      •      Customer uses Veriam platform to run ITAM program

                 Client Team                                TCG SLM Managed Service Team                                                      Vendors

      - Execute Purchases                                     - Exception Handling                       Veriam SLM                         -Send Weekly ASN’s
      - Perform Field Support Data                            - System Monitoring                         Platform
      Catch-points                                            -Compliance Monitoring
      - Adhere to SLM Procedures                              -Reporting                                  Repository
                                                              -Governance                                   Tools
                                                              -System Maintenance                         Reporting


This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                     It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                     Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
Reporting
    Detailed Reports + Executive Dashboards
• Dashboards to show compliance status and key metrics
• Detailed reports to depict individual events and transactions
• Alerts and notices for exception events




    This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
                         It may not be duplicated or shared with third parties without the express written consent of Veriam.
                                         Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
So..
                                                        how do
                                                          you
                                                        measure
                                                          up?
                                                                                   Find out.
                                                                            info@thecarminegroup.com




ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES •   the carmine group. IT’s clever.

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Tcg Veriam Slm Intro Deck

  • 1. need clever tools to manage your IT assets? Software License Management Introduction Kamila Wroblewski Director The Carmine Group ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES • the carmine group. IT’s clever.
  • 2. Key Business Challenges Driving Software License Management • Spend reduction As the number of deployed software applications continues to grow, the opportunity for spend reduction through a regimented software reuse program becomes increasingly significant. • Compliance Software publishers and their representatives such as BSA are becoming increasingly aggressive at auditing and levying fines. • Business agility Lack of proper controls and tracking often prevent rapid execution of M&A events and other growth transactions. This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 3. Software License Management Realities • Software License Law falls under both Contract Law and Copyright Law – Contract Law – A license is one-sided and favors the publisher – Copyright Law – Unauthorized duplication = copyright infringement; penalties provided for in statute • Possible penalties include actual damages, statutory damages, willful violations, attorney’s fees, criminal violations • Gartner states that 30% of large enterprises will experience at least 1 audit per year through 2010 • A centralized software reuse program can generate millions of dollars in cost takeout per year This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 4. Common Obstacles to a Successful Software License Management Program • Failure to Properly Scope the Program – Organizations frequently try to place all software applications on the network under control at once, often overwhelming the program. • Insufficient Purchase Records & Controls – Software License Management programs frequently fail to implement proper proof of license controls to maintain an accurate compliance picture. • Underestimate Information Volume – Many program planners underestimate the volume of data created by an SLM program, which can quickly saturate the program team. • Lack of Value / ROI Focus – Compliance alone is not sufficient to sustain an SLM program long-term. Programs that do not produce measurable ROI often draw executive criticism. • Improper Focus on Tools – Software License Management is 80% process, but process rarely drives the solution. • Failure to Set Success Metrics – Without success metrics and reporting, focus and support wanes. This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 5. What We Offer • A managed service for IT Asset Management (ITAM) with a specific focus on Software License Management (SLM) • Innovative, multi-tenant, highly customizable technology platform for implementing value-focused ITAM • Skilled business professionals providing “run services” and management • Unique ROI focus and approach • Offered under several models • Managed Service – The Carmine Group helps customer execute ongoing program management and run-time services • SaaS – Customer uses Veriam platform to run ITAM program • Consultative and implementation services This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 6. The Carmine Group ITAM/SLM Services Key Concepts and Benefits • Ensure program support by focusing on value production – Value analysis performed up front to identify potential ROI, focus areas, impediments, and risks – Focus on value targets first, and do those really well – Show tangible value through effective software reuse • Remove guesswork involved by autodiscovery through process enhancement – Asset lifecycle processes enhanced to accurately collect key data where software profile changes occur – Provide real-time compliance reporting for 7 x 24 confidence • Maximize long-term success by keeping the solution tractable – Managed Software List – Start with list of high value applications – Expand over time after system is performing • Drive program participation and support through effective behavior drivers – Credits and debits encourages software reuse between cost centers – Reporting and MARCOM support to help stakeholder buy-in – Process adherence tracking • Control the program with proper governance – Centralized MSL licensing (at least terms) – MSL and other program features governed by a representative board This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 7. Veriam’s SLM Platform Key Concepts and Benefits • Real-time Compliance Monitoring – Fully automatic license allocation and integration to asset lifecycle provides accurate real-time compliance. • Centralized Software Reuse Program – Veriam’s Software Exchange tracks software reuse to cost-centers, removing the principle barrier to reuse participation. – Can also support an inter-company SW reuse marketplace for certified licenses. • Automated Software Requests – Veriam’s Software Request Portal automates end-user software requests, approvals, and installation, greatly reducing software request cycle times while maintaining license compliance. • ROI Focused – Value Analysis performed up-front to set ROI goals, which are tracked through the program. Maintains executive interest and sponsorship. This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 8. Software License Management Framework Governance Service Value Analysis / Review of Value Alignment / Run Feasibility Review Realization Transition • Identify ROI goals and • Align processes and • Compliance reporting • Measure actual value metrics catch-points • Value reporting realized, service levels • Define MSL and HW • Negotiate and set up achieved • System monitoring asset scope ASNs • Compare with originally • Exception handling envisioned value creation • Align processes • Implement asset identification strategy • System administration potential • Determine asset identification strategy • Set up auto-discovery • DB administration • Derive optimization • Governance potential and enact • Identify risks • Baseline SW and HW improvement initiatives counts participation • Configure managed service platform Feedback Resources Tools & Systems This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 9. Operating Model • Can be implemented in one of the following ways; • Managed Service • TCG helps customer execute ongoing program management and run-time services • TCG performs much of the effort that frequently gets “dropped” • Client’s primary responsibility is to enforce SLM procedures • SaaS • Customer uses Veriam platform to run ITAM program Client Team TCG SLM Managed Service Team Vendors - Execute Purchases - Exception Handling Veriam SLM -Send Weekly ASN’s - Perform Field Support Data - System Monitoring Platform Catch-points -Compliance Monitoring - Adhere to SLM Procedures -Reporting Repository -Governance Tools -System Maintenance Reporting This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 10. Reporting Detailed Reports + Executive Dashboards • Dashboards to show compliance status and key metrics • Detailed reports to depict individual events and transactions • Alerts and notices for exception events This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended. It may not be duplicated or shared with third parties without the express written consent of Veriam. Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.
  • 11. So.. how do you measure up? Find out. info@thecarminegroup.com ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES • the carmine group. IT’s clever.