The document outlines 10 steps for building a successful IT asset management (ITAM) program: 1) Identify and socialize the business need, 2) Obtain an executive sponsor, 3) Conduct an ITAM assessment, 4) Prepare a battle strategy with an achievable first victory, 5) Gain executive support, 6) Organize and empower a formal ITAM program, 7) Enhance procedures and policies, 8) Use tools to automate and enforce policy, 9) Deliver a meaningful first victory, and 10) Ensure ongoing success through metrics. The assessment involves identifying business objectives, defining success, baselining the current environment, and prioritizing actions. An executive sponsor, formal program structure, policies, tools

1. How to Build a Successful IT Asset
Management Program
Todd Hogan & Darren Wilensky

2. § Session Agenda

3. 10 Steps - Building a Successful ITAM Program
1. Identify and socialize the business need
2. Obtain an executive sponsor
3. Conduct an ITAM assessment
4. Prepare your battle strategy
5. Gain executive support
6. Organize and empower a formal ITAM program
7. Enhance procedures and policies
8. Tools that automate and enforce policy
9. Deliver a meaningful first victory
10.Enjoy the journey with metric driven success

4. Step 1 – Identify and socialize a business need
§ What has the attention of upper management?
§ Identify a specific problem
§ Make sure it can be quantified and measured
§ Make sure it can be reasonably solved
§ Set an expectation for what happens if it is not fixed
§ Socialize the issue to gain consensus

5. IT Asset Management
ITAM Repository
P r o g r a m
D i r e c t i v e s
B u s i n e s s
P l a n n i n g
P r o j e c t s
S t a n d a r d s
P h y s i c a l
I n v e n t o r y
D i s c o v e r y
T o o l
D i s c o v e r y
T o o l
D i s c o v e r y
T o o l
F i s c a l
M a n a g e m e n t
V e n d o r
M a n a g e m e n t
C o n t r a c t
M a n a g e m e n t
C o m p l i a n c e
M a n a g e m e n t
A s s e t
R e q u e s t
R e q u e s t
M a n a g e m e n t
P u r c h a s i n g
R e c e i v i n g
A s s e t
I d e n t i f i c a t i o n
L i f e c y c l e
M a n a g e m e n t
• I n v e n t o r y
• A s s i g n e d
• M o v e
• A d d i t i o n s
• C h a n g e
• R e p u r p o s e
• D i s p o s a l

6. Step 2 – Obtain an executive sponsor
§ Introduce the business need
§ Present the need as the tip of the iceberg
§ Position the value of a broader assessment
§ What makes a great executive sponsor
§ Enterprise savvy and well-respected
§ Problem solver
§ Willing to dig for the answers
§ Detail oriented and metric driven
§ Understands the value of improved processes, policies, and tools

7. Step 3 – Conduct an ITAM Assessment
Identify the Key
Business
Objectives
Define What
Success Looks
Like
Baseline the
Current ITAM
Environment
Prioritize Actions
to Yield
Maximum
Business Value
ITAM Roadmap
with Business
Value Metrics to
Measure and
Report Success
“Many ITAM initiatives fail due to the lack of executive support because there is
no clearly defined value or ROI for the business.” The International Association of IT Asset Managers - IAITAM

8. Step 4 – Prepare your battle strategy
First
Strategic
Victory
Measurable
(hard-dollar impact)
Easily
Achievable
Clear
Business
Value
Exciting
ROI
(return-on-investment)
Impact
Analysis
(multiple groups)
Don’t try to win the
war, just one battle
at a time.

9. Step 5 – Gain executive support
§ Present the assessment findings
§ ITAM business value and impact (ROI and value metrics)
§ Present the battle plan
§ Achieve executive support for a formal ITAM program
§ Dedicated Asset Manager and supporting team
§ ITAM operational support
§ Policies and procedures
§ Communications
§ Education
§ Tools

10. Step 6 – Organize and empower a formal ITAM program
§ Program Manager – alias “Asset Manager”
§ Dedicated 100% to ITAM activity
§ Ability to bridge silos and org boundaries
§ Empowered with end-to-end process development and policy
enforcement
§ Dedicated staff
§ Specialists in hardware, software, acquisition, lifecycle,
compliance, regulatory, disposal, architecture
§ Formal training
§ Asset Manager must be trained in all aspects of the the ITAM
discipline
§ Specialized training for team members in focus areas

11. Step 7 – Process, policies and procedures
§ Establish end-to-end process management
§ Prepare and deliver effective policies and procedures
§ Policies shape human behavior
§ No unauthorized executive privilege
§ Policies must be enforced
§ Develop a positive ITAM culture

12. Step 8 – Systems and tools automation
§ End-to-end process control and policy enforcement
§ Workflow automation
§ Automated alerting, notifications, approvals, and escalation routing
§ Automated controls for mandatory data and data integrity
§ End user self-service
§ Asset request
§ Software library
§ Automate lifecycle operations
§ Imaging
§ System and SW updates
§ SW distribution/reclamation
§ Asset refresh
§ Disposal protection
§ Service desk activity

13. Step 9 – Deliver a meaningful first victory
Make your executive
sponsor a rock star.
First
Strategic
Victory
Measurable
(hard-dollar impact)
Easily
Achievable
Clear
Business
Value
Exciting
ROI
(return-on-investment)
Impact
Analysis
(multiple groups)

14. Step 10 – Enjoy the journey with metric driven success
§ Be patient, be smart
§ Don’t spread yourself too thin or you will fail
§ One battle at a time
§ Deliver every solution with meaningful business metrics
§ Shape positive behavior
§ Define detailed and enforceable policies and procedures
§ Build an ITAM friendly culture with quality
communications and education
§ Leverage tool automation
§ Eliminate the human element
§ Enforce policies and procedures automatically
§ Automate IMAC operations where possible
§ Never stop marketing
§ Market current initiatives, impacts, and benefits
§ Promote your successes

15. § Questions and Answers?

16. § Additional Reference Slides

17. Ivanti ITAM Business Assessment
“Many ITAM initiatives fail due to the lack of executive support because there is
no clearly defined value or ROI for the business.” The International Association of IT Asset Managers - IAITAM
4 Key Objectives….
Identify the Key
Business
Objectives
Define What
Success Looks
Like
Baseline the
Current ITAM
Environment
Prioritize Actions
to Yield
Maximum
Business Value
ITAM Roadmap
with Business
Value Metrics to
Measure and
Report Success

18. Step 1 – Business Focus
Identify the Key
Business Objectives
Define What Success
Looks Like
Identify the key business drivers,
risks, and security mandates.1
Who are the strategic stakeholders,
and what are their needs?2
How do you measure success, and
what are metrics that prove it?3
Align and empower the ITAM
leadership team4

19. Step 2 – Baseline the Current Environment
Baseline the Current
ITAM Environment
Operational and process activity,
what is working and what is not?1
Technical environment and tools2
Procurement, financial, and
contractual processes3
Hardware and software
identification and lifecycle4

20. Step 3 – Prioritize and Scope the Implementation Plan
Prioritize and Scope
Program Plans to
Yield Maximum
Business Value
Guidance based upon Industry
“Best Practices”1
Prioritize activity to maximize
business value and capability2
Identify strategic wins for key
stakeholders3
Establish a sound foundation to
support long term success4

21. Step 4 – Document the Roadmap
ITAM Roadmap with
Business Value
Metrics to Measure
and Report Success
Finalize the flow of the project,
step-by-step1
Recommended business processes
to support the implementation2
Training and mentoring
recommendations3
Summary of business drivers and
metrics that will define success4