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

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AUS Conference 2018_All change - aligning sam with your data centre change processes

  • 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