The document discusses how organizations often fail to realize the anticipated returns on their investments in software asset management (SAM) and license optimization projects due to lack of proper preparation. It describes Flexera Software's SAM Business Planning and Design Workshop which helps companies identify gaps, requirements, stakeholders and risks to develop a detailed project plan and ensure a successful SAM implementation. The workshop focuses on requirements gathering, analyzing current processes and tools, and producing deliverables such as a statement of work and project plan.

1. Realizing the return on SAM/ITAM
Project Investment
While most organizations understand the
significant benefits of a comprehensive software
asset management and license optimization
implementation, many are not realizing the
anticipated return on their investment. This can
be attributed largely to lack of preparation
and inadequate consensus building before
embarking on the project.
Without clearly defined project goals and sufficient
preparation, key technical issues can be overlooked
and precious time wasted while the implementation
team waits for resolution. Failure to engage key
personnel early in the planning cycle can cause
issues to surface that can stall the implementation.
Further setbacks can occur when dependencies
are not well understood and sequencing of key
tasks is poorly orchestrated. SAM projects are
complicated; so for companies to quickly realize
the return on their investment, it is key to spend
the time upfront clearly defining the project scope
and resources required.
SAM Business Planning and Design Workshop
Flexera Software’s License Optimization Services
help companies develop processes and roadmaps
for SAM program implementation. The SAM
Business Planning and Design Workshop, delivered
by highly trained consultants well versed in SAM
best practices and FlexNet Manager Platform
installation and setup will set enterprises on a path
to implementation success. The workshop helps
companies gather information about the overall
scope and goals of a SAM/IT asset management
project. The focus is to guide a company through
a best practice approach to implementing the
FlexNet Manager Platform and integrating the
solution successfully into the organization. This
interactive workshop includes in-depth discussions
around requirements and potential gaps in SAM/
ITAM data, tools and processes. It then helps
establish best practice approaches to integrating
and managing the data, tools and processes to
drive towards a successful implementation.
DATASHEET
Software Asset Management (SAM)
Planning & Design Workshop
Realizing the Value of Your License Management Investment
Define SAM Project
Scope and Goals
Define
Requirements
Engage Key
Stakeholders
Identify Gaps in
Data, Tools and
Processes
Detailed
Project Plan
Benefits to
Your Organization:
• Avoid delays by
proactively identifying
- technical,
- business
- and resource
requirements for
implementation
• Streamline
implementation by
clearly understanding
required tasks and
dependencies
• Identify challenges
and risks up
front to minimize
implementation
pitfalls

2. SAM Planning Design Workshop
Objectives
The SAM Planning Design Workshop has two primary objectives:
• Clearly identify and document key needs and gaps in current SAM/ITAM data, tools and processes prior to a FlexNet
Manager Platform implementation
• Provide input for a more detailed project plan and scope of work for both Flexera Software and the team implementing the
solution
Delivery Approach
The workshop will be delivered to target specific areas related to the overall SAM/ITAM program and solution, including but not
limited to:
• Business Planning and Design
• SAM/ITAM Best Practices Analysis
• Initial Data Flow and Process Analysis
• Technical Planning and Design
• Software Catalog Needs Assessment and Design
• Service Desk Integration Planning and Design
Project Timeline
This engagement can range from 3- 15 days in length, depending on the size of the organization, the scope of the needs and
gaps, and the identified list of deliverables.
A project timeline would include the following activities:
Deliverables:
Deliverables will be driven by the goals of the workshop and the needs being addressed, but could include:
• Statement of Work outlining specific SAM business and implementation services needed to address gaps identified
• Observations and Recommendations derived from the needs assessment
• Detailed project plan outlining the phases and steps of FlexNet Manager Platform implementation
Primary Audience:
The primary target audience for this workshop is the Project Sponsor and Project Lead who is contemplating the purchase, or
who has already purchased a Software License Optimization solution.
Outline topics
and determine
personnel to
attend
PRE-WORKSHOP
Guided discussion
on selected topics
ONSITE
WORKSHOP
Documents resulting
from the workshop
sessions will be
delivered
OFFSITE
PREPARATION
Discussions to ensure
deliverables from
the workshop are
implemented
FOLLOW-UP

3. Copyright © 2012 Flexera Software LLC. All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
FX_SD_SLO-SAM_Aug12
Flexera Software LLC
1000 East Woodfield Road,
Suite 400
Schaumburg, IL 60173 USA
Schaumburg
(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
For more office locations visit:
www.flexerasoftware.com
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 their customers. 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.