The document summarizes best practices for managing IT assets during a merger or acquisition. It discusses preparing in the pre-merger phase by getting processes and documentation in order. During the initiation phase, the key is gathering asset information and assessing risks. The planning phase involves preparing to protect assets, communicate, and follow licensing roadmaps. When executing, the recommendations are to respect each site's uniqueness, assess options carefully, and stay ahead of issues. Recovery is a gradual process of providing assistance and encouraging the new team.

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IT Asset Management
During a Merger
Preparing for the Incoming Big Wave
Susan Zemzicki
System Director IT Asset Management

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The
Wave
is
Coming
• Pre-Merger - Get your house in order
• Initiation - Gather Information / Assess your Risks
• Planning - Prepare to Protect and Communicate
• Execution - Follow the Plan / Stay ahead of the Wave
• Recovery – A gradual process

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Pre-­‐Merger
Preparedness
• Pre-Merger – Get Ready
• Prepare to ask and be asked
• Update Process Documents
• Know where contracts are stored
• Prepare Questions for Request for Information…

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Asset
Informa-on
Site
#1
Site
Director
/
Lead
Comments
1.1
How
many
endpoints?
1.2
Do
you
install
a
discovery
agent(s)?
Publisher
and
Version
1.3
How
many
desktops?
1.4
How
many
laptops
1.5
How
many
Thin
Clients?
1.6
How
many
Zero
Clients?
1.7
How
many
are
Windows
XP?
How
many
Windows
7
2.1
How
many
servers?
2.2
How
many
servers
are
virtualized?
2.3
How
many
Windows
2003?
How
many
windows
2008?
2.3
How
many
servers
are
virtualized
3.1
How
many
mobile
devices
3.2
Blackberry
3.3
Android
3.4
iPhone?
iPAD?
3.6
Are
are
all
mobile
devices
encrypted?
3.7
Are
texts
permiXed
on
mobile
devices?
secure
tex-ng
solu-on?
4.1
Do
you
have
an
Asset
Management
System
and
is
it
centralized?
4.2
Do
you
have
a
contracts
repository;
is
it
centralized?
4.3
Do
you
have
a
Microso[
Enterprise
Agreement
or
MPSA?
Request for Information

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Initiate – Gather Information
• Know your area of expertise
• Know your tools
• Know your install base
• Know your contracts and where they are stored
• Know your policies
• Update your process documents
• Assess your vulnerabilities
• Review Request for Information
• clarify terms, numbers, systems with POC(s)
• Request Purchase Reports from LAR’s (Hardware & Software)
• Build Contact List
• Site POC’s / Field Service Leads
• Business owners / Application Owners
• Vendor Account Manager’s

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Plan for the Expected and Unexpected
• Protect!!! – Security is your friend
• Create Communication Plan
• know the new and legacy chain of command
• Risk Analysis
• Update your Software Audit Risk Register
• Microsoft, Adobe, Autodesk, Oracle, SAP, IBM
• Hardware – Reported vs discovered
• Update 5 Year Licensing Roadmap
• Track Cost Optimization – Economies of scale
• Prepare for the unexpected –
• No one mentioned that location!?
• They had a firewall! HOW many more assets???

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Execute – Take Action
• 90 Day Plan –
• Respect the Wave – Every Location is Unique
• Assess all Options
• Leave Room to Maneuver - Evacuation is Not an Option
• Prepare your boat
• Know your crew
• Provision correctly
• Don’t tie your boat too tight
• Know when to leave port
• Don’t get Caught Inside the wave
• Beware the calm "eye" of the storm
• Update documents
• Release updated policy / process documents on a
schedule unless an immediate revision is needed

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• Recovery is a gradual process
• You will need to provide Disaster Assistance to others
• ITAM is not for the weak at heart. Encourage EVERYONE!!
Don’t “Hang loose”. Celebrate with the new team but now is
not the time to “Be chill” it will get “Gnarly” again
Recover - Ride the Wave

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Questions?
The ITAM Review UK Conference 2016

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Thank You