All change - Aligning SAM with your Data Centre Change Processes: Barry Pilling, Cortex Consulting. (ITAM Review Annual Conference 2018 Australia).

1. The ITAM Review Australia Conference 2018
All Change – Aligning SAM
with your Data Centre
Barry Pilling
Managing Consultant

2. The ITAM Review Australia Conference 2018
Barry who?
Independent SAM Consultant
• Ten years of software licensing and
asset management experience
• Specialist in data centre SAM and
licensing – audit defence, process
review, licence optimisation
• Workshop purpose – to get you
thinking about how, or even if, you
manage data centre change from
the perspective of SAM

3. The ITAM Review Australia Conference 2018
Why is Data Centre SAM so Important?
• Most new software introduced by projects
• Data centre licensing rules are complex
• Microsoft – Core licensing
• IBM – Processor, Resource and User Value Units
• Oracle – Processors and Named User Plus
• Red Hat – Physical and Virtual Nodes
• VMware – Bundling and suites
• SAP – just about anything!
• Most data centre licence risk is created by change

4. The ITAM Review Australia Conference 2018
Common Issues for Data Centre SAM
Lack of
recognition of
the value of
SAM across the
organisation
Belief in the
organisation
that the SAM
team “just buy
licences”
SAM team often
not engaged
until it’s too late
to influence the
outcome
Projects under pressure to deliver on time and within
budget
Insufficient
resources to
effectively
engage with
change
Stakeholders
not wanting
their processes
to be slowed
down
Cross functional
roles and
responsibilities
not properly
defined
Gaps in
software
entitlement and
deployment
inventory
Limited
knowledge of
data centre
licensing rules
and metrics

5. The ITAM Review Australia Conference 2018
Scoping Analysis Design Build Test Deploy Handover
Sample PMO Process
Business and IT strategy
Requirements gathering
Analysis of requirements
1 2 4 3 5
High level
& detailed
designs
Initial system build
Systems testing
Acceptance testing
Full build
of new
system
Project
close and
into BAU
Initial
analysis
Licence
statement
Check for
changes
Check
licence risks
Retire and
re-harvest
Are we
licensed?

6. The ITAM Review Australia Conference 2018
Project Licence Statement
The licence statement should be a project artefact
• Signifies that the project is correctly licensed
• What should it include?
• Details of all licences required for the whole design
• Details of all licences that can be recycled and allocated
• Details of all licences that have to be procured
• Details of all support costs – 1st year for project and ongoing
• Details of identified licence risks in the design

7. The ITAM Review Australia Conference 2018
Sample Change Process
Raise RFC Tasks FSOC CAB Change PIR
Change requestor raises RFC
Tasks added for stakeholders
What are the criteria for SAM?
FSOC sent to
stakeholders
pre-CAB
CAB discusses
then
approves /
declines RFC
Change
effected by
relevant team
PIR to assess
impact of
change
Are we
licensed?
1
Analyse
impact
2
Check FSOC
for
relevance
3
Sign off or
decline
4
Re-assess
impact

8. The ITAM Review Australia Conference 2018
Licensing Considerations for Change
Spare
licences
available?
What
products?
What is
changing?
Applicable
licence
rules?
What IT
platforms?
Sourcing
& charging
strategy?

9. The ITAM Review Australia Conference 2018
Considerations for Managing Change
Design
Acquire
Deploy
Manage
Retire
People
Process
Tools
• People
• How many designs & changes monthly?
• How many days to engage on each?
• What skills will you need?
• Process
• Do you have an existing PMO process?
• How are your changes managed?
• How much effort required?
• Who are your stakeholders?
• Licence management process?
• Tools
• Licence repository?
• Software discovery & inventory?
• Reconciliation engine?

10. The ITAM Review Australia Conference 2018
Questions?

11. The ITAM Review Australia Conference 2018
Thank You
barry.pilling@cortexconsulting.co.uk
@SAM_BarryP
www.linkedin.com/in/barrypilling
www.cortexconsulting.co.uk
@cortexllp
www.linkedin.com/company/cortex-consulting-llp-uk