ITAM - IT Asset Management Portfolio-The Big Umbrella. All about HAM, SAM, CMDB, IT Discovery, Service Mapping

1. ITAM – IT Asset
Management
Training Session
Human brain processes images much
faster than text and 90 percent of
information transmitted to the brain is
visual so I have added more images in
PPT rather than long text

2. ITAM – The Big Umbrella
IT Asset Management
Procurement
(FAR Register)
HAM SAM CMDB IT Discovery Service Mapping
ITSM ITOM

3. Typical IT Infrastructure in Enterprise & IT without ITAM
The IT world without ITAM
• What Type of Equipment is it?
• Who is Owner for this device?
• Is it under Warranty?
• What is Cost Centre of this device?
• What is the utilization of this device?
• What is the status of this device?
• How many times Incidents/Downtime occurred?
• What is configuration of this device?
• What is the total cost of this device?

4. Lets Start Journey Step by Step
Asset Management
Procurement/Demand Management
(SAP, Coupa Software, Vendor Feeds)
IT Discovery-Hardware, Software
(ServiceNow Discovery, BMC ADDM, HP UD, SCCM, BigFix)
HAM – Hardware Asset Management
(ServiceNow HAMPro, BMC Remedy, ManageEngine, HPAM)
SAM – Software Asset Management
(ServiceNow SAMPro, Snow software, Flexera, Aspera)
Asset Tagging Barcode, QR Code, RFIDs
(AMI Asset Track, Barcodes Inc, WASP)
CMDB – Configuration Management
(ServiceNow, BMC Remedy, MicroFocus, uCMDB)
Business Service Mapping
(BMC ADDM, ServiceNow)
Offline Assets – Stored & Shelf Inventory
(Stock Rooms, Orphan Assets)
ITAM/SACM

5. Demand Management & IT Procurement
IT Procurement
Process is the way to
make the organization to
do its business projects
with all necessary
hardware, software and
networks are available
and in service.
Demand management is
a planning methodology
used to forecast, plan
for and manage the
demand for products
and services

6. IT Procurement – Cont…

7. What HAM-Hardware Asset Management is all about

8. Employee Responsibility
to ensure the physical
security of Devices
• Be careful about Wear
and Tear damages
• Keep note of Make,
Model, Serial Number
• Store the laptop in a
locked cabinet
Software
•Virus Protection by
latest Security Patches
•Say NO to Unauthorized
Software
•Say NO to Unlicensed/
Freeware Software
Employee Responsibility for Devices

9. Data Standardization-Asset Attributes-Contd..
Category: LAN WAN Desktops Servers Printers
Mobile
Devices
Network
Appliances
Network
Sensors
Wireless Other
Class: USB Devices
Cell Phones
Laptops
PDAs
Tablets
Other
Data Attributes: Manufacturer
Model
Serial Number
Network Name
Operating System
IP Address
Applications
HIPAA Data
Owner
Contact Info
Location
Asset Tag
Checked out
Checked in
Attribute Value: Yes/ No
Step 2: Define classes
Step 3: Define Data Attributes
Step 4: Define Attribute Value
Define all the asset classification-types needed to
accurately and comprehensively describe the
assets found within the category within the
agency’s environment.
Step 1: Define Categories
Carefully define the data attribute’s value. Use pull-
down menus whenever possible to minimize
inconstant responses.
Select the data attributes required to accurately and
uniquely describe the individual asset classification.
Asset
Inventory
Template
Use an MS-Excel template for the manual collection of asset data if no automated capability exists. Create an MS-
Excel workbook and define individual worksheets for each asset category (e.g., Network, Desktop, Servers).
If necessary, combine multiple data collection spreadsheets into one master spreadsheet that will represent the
asset inventory.
CSDM

10. More about HAM
Time for some Practical Knowledge
Your instance URL:https://dev57559.service-now.com

11. Time for Quick Quiz
• Name some Zero Gravity
Places in India - Googling
is allowed

12. What SAM is all About
Software licenses outline specifically
what the end user can and cannot do
with the software.
They also clearly identify the
distribution and use rights of the user,
including those related to liabilities,
installation, and warranties.

13. More about SAM-Contd..

14. SAM-Publishers and License Types
Publisher pack Agreement type
Adobe •Generic
•Enterprise Term License Agreement (ETLA)
•Cumulative Licensing Program (CLP)
•Transactional Licensing Program (TLP)
•Value Incentive Plan (VIP)
Citrix Generic
IBM •Generic
•Enterprise License Agreement (ELA)
•International Program License Agreement (IPLA): No license
impact.
•IBM Customer Agreement (ICA): No license impact.
•IBM Unlimited License Agreement (IULA)
Microsoft •Generic
•Enterprise Agreement, Enterprise Enrolment
•Enterprise Subscription Agreement
•Microsoft Products and Services Agreement
•Open License, Open Value, Open Value Subscription
•Select Enrolment, Select License, Select Plus
Oracle •Generic, Unlimited License Agreement (ULA)
VMware •Enterprise License Agreement (ELA)
•Enterprise Purchasing Program (EPP): No license impact
•Volume Purchasing Program (VPP): No license impact
1) Individual: License type for single installation
2) OEM (Original Equipment Manufacturers): License
type for software that is already installed in the
hardware.
3) Named User License: License Type for a specific user.
4) Volume: License Type supporting multiple users.
5) Client Access License (CAL): License type that gives a
user the rights to access the services of the server.
6) Trial License: License Type for trial versions of the
software.
7) Enterprise (Perpetual): License Type that does not
require renewal and is for lifelong.
8) Concurrent License: License Type for software that
can be accessed by a specific number of users at a
time
9) Perpetual Licensing
10)Free License: License Type for freeware software.
11)Enterprise Subscription: License Type that requires
renewal for every specific period.
1) Node Locked: License Type for workstations with
specific configurations
2) Proprietary Licensing
3) Floating Feature Licensing
4) Network Licensing
5) Feature-Based Licensing

15. What CMDB is all About-Contd..
CMDB
Incident
Management Problem
Management
Change
Management
Service Desk
Request
Fulfillment
Service
Catalogue
IT Financial
Management
Configuration
Management
Audit & Compliance
Risk Management

16. More About CMDB

17. What IT Discovery is all About
wmic bios get serialnumber, hostname, netstat –a
Active Vs. Passive Discovery

18. More about IT Discovery

19. What Service Mapping all About
Service Mapping

20. Time for Quick Quiz
• Name Happiest Country on Earth
Nneighbouring India

21. Service Management
Asset Lifecycle Management (ALM)
Incident/Problem/Change Management
Incident
Management
Problem
Management
Change
Management
Release
Management
Asset Discovery &
Updates
Asset to Service
Mapping
Event
Management
Inventory
Management
Purchasing & Receipt
Request Management / Service Desk
Service
Catalog
Service
Request
Self-Service
Portfolio Project
Management
Automation / Orchestration
Normalization/Rati
onalization
License Entitlement
Workflow Orchestration Service
Desk
Vendor
Management
Analytics & Reporting
Service Reviews
Finance Management
Cloud Provisioning
Business Processes
Configuration
Management
End-User
Portal
Mobile
Content Management
CMDB
Security & Compliance
Knowledge Management
What ITSM all About and link with ITAM

22. Integration Ecosystem

23. ALM - Phased Approach
Key Outputs
• Key Stakeholders
• Project meeting schedule
• Asset management scope
• Policies and procedure
• Establish project management structure
• Identify key Stakeholders, Contacts
• Conduct scoping meetings with key asset
owners
• Gather an asset inventory list from the
department that handles purchasing or
deployment of IT assets (i.e. procurement
department or help desk)
• Develop understanding of current IT
environment and existing inventory reports
• Define an authoritative data source for IT
assets in a structured and manageable manner
Identify roles and responsibilities
• Establish an asset repository for physical
information for each IT asset
• Establish standard asset category
guidelines (e.g., servers, mobile devices)
• Conduct workshops to determine the
current ITAM situation for each asset
category (e.g. Hardware, software,
Networks, Telecom)
• Standardize the naming convention for
each asset category and asset class.
• Centralized asset repository
• Standardized asset build guidelines
• Organization specific Nomenclature
Define asset categories and attributes
• Develop metrics to measure and demonstrate
tangible benefits/results
• Percentage of assets that contain sensitive
information
• Percentage of laptops under 3, 4, 5 years old
• Percentage of assets with asset owners from x
department
• Percentage of assets discovered not in the
State procurement system
• Percentage of duplicate assets
• Percentage of unknown assets
• Asset management metrics
• Dashboards
• Scheduled and Custom Reports
Establish asset management metrics
Step 1: Resources and scoping Step 2: Standardization Step 3: Metrics

24. Building ITAM – Where to Start
Planning Data Collection Analysis
Identify where IT assets are located Develop a process to collect IT assets Analyze the IT asset inventory
• Establish an IT asset management team
• Identify key stakeholders and asset repositories
• Define the ITAM scope
• Define asset management standards and data
attributes
• Establish a centralized, single source asset
repository for the collection of IT assets
• Establish access controls for the asset repository
• Define performance metrics, set targets and
monitor progress
• Develop data collection methodology and process
to expand the asset inventory
• Refine the asset management standards to
include additional data attributes
• Normalize data as it is entered into the asset
repository
• Perform Crowd Sourcing and cater regional
requirements in the design
• Develop an asset management decision
framework to assist in making clear
investment choices in IT assets
• Reconcile the collected inventory with other
existing data sources like SCCM, SAP to
validate and finalize Golden Dataset to feed in
tool
• Perform discovery for each active IP on the
network to build effective CMDB with CI and
Service Mapping
Ongoing IT
Asset
Management
Define an IT asset
management
strategy and
refresh period
Automate the
centralized, single
source of truth for
IT assets
Perform internal
compliance and
enterprise
architecture
reviews
Monitor hardware
asset changes
Provide IT asset
management
training for
employees
Key Accomplishment Develop an approach for collecting and maintaining the Company’s IT asset inventory
Please note that the following process is a suggested approach to asset management and may differ as per regional requirements

25. ITAM Maturity Plan
Current State
Tier / Activity Score
Tier 0 – Governance 0.0
Tier 1 – Trustworthy Data 0.0
Tier 2 – Practical Management 0.0
Tier 3 – Operational Integration 0.0
Tier 4 – Strategic Conformance 0.0
Total Capability Score (out of 5.0) 0.0
Future State
Tier / Activity Score
Tier 0 – Governance 0.0
Tier 1 – Trustworthy Data 0.0
Tier 2 – Practical Management 0.0
Tier 3 – Operational Integration 0.0
Tier 4 – Strategic Conformance 0.0
Total Capability Score (out of 5.0) 0.0
Path to Maturity
• Identify Stakeholders
• Establish CoE and
ALM Organization
• Asset Inventory/CMDB
• Asset Mgmt. Quick Wins
• ITSM & SAM Integration
• Linkage w/ Finance &
Procurement
Target 80% Global Adoption

26. Desired State Maturity Scorecard
Tier 3 Activity - Operational Integration Performed
CMDB Yes
CI to CI Relationships Yes
Incident/Problem Reporting for Vendor Management No
Centralized Service Catalog Yes
Centralized Purchasing No
Integrated Service Catalog to Purchasing No
Integrated Service Catalog to Asset Repository No
Integrated Purchasing and Asset Repository No
Integrated Asset Repository and CMDB Yes
Established KPI's for Asset Purchasing No
Total 0.4
Tier 4 Activity - Strategic Conformance: Performed
Business Service Mapping in CMDB Yes
Financial Costing for Configurations Yes
Rate Cards for Services Yes
Rate Cards for Contracts Yes
Rate Cards for Activities No
Integrated Total Cost of Ownership Reporting No
Integrated Budgeting/Forecasting Reporting Yes
Depreciation Management Yes
Chargeback/Showback Yes
Established KPI's for Financial Management of Assets No
Total 0.7
Tier 0 Activity - Governance Capability Performed
Centralized Asset Use Policies Yes
Shared Asset Processes No
Shared Asset Procedures No
Processes Reviewed for Intended Outcome Yes
Standard Process/Procedure Format Yes
Industry Training in ITAM No
Local User Group Participation Yes
End User Training on Asset Policies & Procedures Yes
Established KPI's for IT Asset Lifecycle Management Yes
Roles & Responsibilities identified for ITAM Activities Yes
Total 0.7
Tier 1 Activity - Trustworthy Data Performed
Centralized Repository for Assets (including financial/contractual data) No
Standardized Hardware & Software Models Yes
Centralized Inventory Management Yes
Centralized ITAM Reporting Yes
Internal Enterprise-wide Discovery Yes
Visibility of all Asset Across the Organization Yes
Acquisition Details of All Assets Yes
Status/State of All Assets No
Established KPI's for Data Accuracy Yes
Automation of Data Population Yes
Total 0.8
Tier 2 Activity - Practical Management Performed
Validated Discovery of PC Software Throughout the Enterprise Yes
Validated Discovery of Datacenter Software Throughout the Enterprise Yes
Software Catalog Yes
Contract Repository Yes
Contract Terms & Conditions Repository No
Contract Lease/Warranty/Services Dates Recorded No
Contracts Related to Assets and/or Configuration Items No
Centralized Software Purchase Record Repository (Entitlements) Yes
Centralized Software Compliance View Yes
Established KPI's for Software Compliance Yes
Total 0.7

27. ALM and Configuration Management Organization Design
ALM and Configuration Process Owner
- Defines the mission and scope
- Define AM Policies & Procedures
- Sponsors and strives for continual process improvement
- Reports effectiveness to senior leadership
SRM Finance
- TCO
- Fixed Asset Inventory
- Procurement / SAP
- Endpoint management needs accurate inventory
- SRM may be a good source for Discovery/Qualys Scans
Global Asset Manager Global Configuration
Manager
- Manages day to day activities
- Executes to fulfill SRM/Finance needs
- Data accuracy and continuity
- Governs process compliance, Issue escalation
- Metric reporting and process scorecard
- Governs tools and shelf inventory solutions
- Own GAP discovery mechanisms
- Manages day to day activities
- Executes to fulfill SRM/Finance needs
- Asset to person/user/service mapping
- Application and infrastructure dependency mapping
- Governs process compliance
- Issue escalation, Metrics and reporting
- Discovery tool ownership
Regional Asset
Manager
Platform Config
Manager
- Regionally executes the ALM process
- Governs process compliance and corrects where needed
- Governs shelf inventory
- Addresses Discovery GAP
- Escalates regional issues
- Responsible for regional ALM scorecard
- Executes config process by platform
(Wintel,UNIX Server, Network Infrastructure)
- Addresses Discovery GAP
- Escalates regional issues
- Responsible for platform Config scorecards
Asset Analysts
Asset Owners
- Locally executes the ALM process
- Administers Shelf Inventories, Mitigate local issues
- Receipt/Decommission/Tracking/IMAC
- Addresses data irregularities and omissions
Config Analysts
CI Owners IT Discovery SME
- Executes the config process at the platform and
regional level
- Administers Discovery GAP
- Administers CI Enrichment via ITSM workflows
- Addresses data irregularities and omissions
- Ensure discovery data is healthy and enriched
- Performs IT Discovery for Infrastructure CIs
- Troubleshoots Discovery issues
- Write Custom Discovery scripts
- Local platform teams
- Regional IT Directors
- Custodian of Infrastructure Assets, CIs
- Responsible for data completeness

28. Delivering Business Value
Inventory Contract & Finance Software Compliance
C
a
p
a
b
i
l
i
t
y
Maintaining Accurate Inventory as
a Foundation
Single source of Truth
The identification and
management of assets through
their lifecycle, from acquisitions
through disposal
Financial Visibility
Budget & Planning
Control Reduction
Visibility at the asset level to allow for
cost analysis and more accurate
allocation. Forecasting enablement &
Plan Technology Budgets
Monitor & Control of Security, Legal
and Contractual Requirements
Enables proactive management of
security risks, readiness for audit
requests, control of licensing position,
and avoid unnecessary costs
Effective Service Management
Achieve Operational Excellence
Increases visibility of IT
Infrastructure by providing holistic
view of CIs in Top-Down and vice-
versa OR bidirectional view.
Incident diagnostics
G
o
a
l
• Knowing what we have with
accurate details including where
an asset is located, what service
it is supporting, who is using it,
and how it’s being used
• Knowing asset costs at a more
granular level and the roll-up to
business services
• Enables the implementation of
service catalogue with clearly
defined services and offerings
• Enables effective Service Mgmt
• Knowing and managing the
legal/contractual compliance
position
• Enables more effective security
risk management
• Supports audit and compliance
requirements
• Relate CIs with each IPC to
cater ITSM processes and other
support functions to create
Impact Assessment
• Control downtime failover in
case Disaster occurs
• Reduce MTTR and MTBF
B
u
s
i
n
e
s
s
V
a
l
u
e
• Enables effective management
of inventory
• Supports financial and
operational management
• Enables effective security and
compliance management
• Enables TCO view of assets
• Enables cost control and reductions
• Enables service support efficiencies
• Enables strategic planning
• Risk avoidance
• Enables software compliance
• Enable Software investment
optimization
• Short-term CMDB ROI: Fix
immediate problems
• Midterm CMDB ROI. Improve
overall service delivery via
configuration control
• Long-term CMDB ROI. Ensure
IT alignment with business
goals via optimal management
Inventory
Management
Financial
Management
Security &
Compliance
Efficient
Operations

29. Run & Maintain

30. Lessons Learned
• Lack of executive mandate to comply with ITAM processes
• Attempting to satisfy multiple constituents: fiscal versus
operational interests
• Lack of authority or will to enforce asset management process
and policy compliance
• Poor or nonexistent change management lead to a loss of ITAM
database integrity
• Expecting a tool to solve a process problem
• Reports and data requirements poorly defined, often without
data architect expertise
• Manual data entry, collection and integration processes are
frequently incomplete, inaccurate and poor quality causing
additional data reconciliation effort
• Lack of a mechanism for maintaining manually-entered data
(e.g., metadata, warranty, contract)
• Little or no tracking and reporting of business benefits
• Lack of defined standards for server builds, configurations, and
other infrastructure
Why do ITAM Initiatives Fail?
• ITAM must be a solution to a business problem
• ITAM is more of process and organization than technology
• Implement in a staged approach
• Metrics are needed to measure and demonstrate benefits/results
• Tangible results are highly dependent on management of
integrated asset, contract, vendor and financial portfolios – data
standards are a challenge
• Change management is critical to maintaining database integrity
• Automate ITAM data collection, normalization and rationalization
processes as much as possible
Key Learning Points

31. Legacy IT
New Landscape in ITAM Portfolio

32. Cost Savings Techniques
Hardware
Save money by
cutting redundant
and ineffective
spending
Save Time and
Efforts by IT
Estate visibililty
Software
Utilization of
spare software
licenses across
business
Reduce the risk
and cost of
software audits

33. Since 2013, ITIL has been owned by Axelos — a joint venture between the
Cabinet Office and Capita. Axelos gives businesses the license to use the
ITIL framework, while managing updates and process changes

34. Lets get Social with ITAM
http://itamchannel.com/
https://www.itassetmanagement.net/
https://www.linkedin.com/groups/10324284/
http://iaitam.org/
https://members.itamf.org/resources/issue-3-itam-insights-the-itam-forum-membership-magazine

35. ‫בוא‬
‫נגרום‬
‫לזה‬
‫לקרות‬
Name this Country based on Flag
Which place is called Mini Israel in India