How to Create a Successful SAM Program Across Multiple Territories & Subsidiaries - presented by Ralph Guarrieri of Radian

1. The ITAM Review US Conference 2017
How
to
create
a
successful
SAM
program
across
mul4ple
territories
&
subsidiaries
Ralph Guarrieri
Manager, Radian Inc.

2. The ITAM Review US Conference 2017
Company Background

3. The ITAM Review US Conference 2017
Mission
Microsoft inventory to prep for new EA
• 70+
spreadsheets
• 60+
individuals
• 6+
months
of
data
collec7ng
and
analysis
• 6
different
tools
to
understand
one
so;ware
provider

4. The ITAM Review US Conference 2017
Let’s THINK About This

5. The ITAM Review US Conference 2017
Story Telling
S
A
M
What
is
SAM
??

6. The ITAM Review US Conference 2017
S A M
So-ware
Asset
Management

7. The ITAM Review US Conference 2017
S A M

8. The ITAM Review US Conference 2017
Story Telling

9. The ITAM Review US Conference 2017
New S A M

10. The ITAM Review US Conference 2017
The New Mission
Implement a global SAM solution
Build
a
SAM
Program
• Build
Teams
Create
Charter,
Scope,
Strategy,
etc.
• IDENTIFY
A
TOOL
• B
U
T
Must
be
from
within
the
porMolio
• Procure
and
deploy

11. The ITAM Review US Conference 2017
What’s next ?
• Review
tools
in
porMolio
6
SAM
type
tools/solu7ons
across
divisions
• Establish
requirements,
prepare
RFP,
vet
solu7ons
• Two
of
the
six
tools
have
(high)
poten7al
• Conduct
a
bake-­‐off
across
mul7ple
territories
&
subsidiaries

12. The ITAM Review US Conference 2017
The Current State
6
SAM
type
tools/solu7ons
across
divisions
High
Level
Evalua7on:
• 1)
is
for
a
single
OS
and
limited
products
• 2,
3,
4)
are
similar
to
a
Swiss
Army
knife
with
several
modules
PLUS
a
SAM
module
• 5,
6)
have
a
primary
focus
on
SAM
Tool
#

13. The ITAM Review US Conference 2017
Review Tools & FILTER OUT
Tool
#
1
Single
OS
Tool
#
2,
3,
&
4
Mul7ple
Modules
Tool
#
5
Tool
#
6

14. The ITAM Review US Conference 2017
Requirements !!
SCALABLE
USER
FRIENDLY
IMPROVE
PRODUCTIVITY

15. The ITAM Review US Conference 2017
Bake-off and Decide !!
• Create
and
use
a
scorecard
to
rate
and
rank
•
Coordinate
product
demos
for
internal
teams
to
review
and
we:
• Se^led
on
a
hybrid
solu7on
• Four
divisions
to
use
one
tool,
the
fi;h
division
to
stay
with
what
they
were
using
across
mul7ple
territories
&
subsidiaries

16. The ITAM Review US Conference 2017
Business As Usual
• Four
divisions
to
use
one
tool,
the
fiPh
division
to
stay
with
what
they
were
using
across
mul7ple
territories
&
subsidiaries
This
was
our
working
model
for
the
next
few
years.
Un7l
the
fiPh
division
decided
to
join
the
program
!

17. The ITAM Review US Conference 2017
The Joining
Next:
• Combined
3
instances
into
a
single
instance.
• First
7me
in
the
company’s
history,
we
had
one
primary
tool
across
all
divisions
on
a
single
plaMorm
globally
accessible
• The
job
is
done
!!!
across
mul7ple
territories
&
subsidiaries

18. The ITAM Review US Conference 2017
RECAP
2010
Mul7ple
spreadsheets,
six
months,
six
tools
…
2012
SAM
journey
begins,
select
tools,
implement
…
2014
Use
two
tools
exclusively
…
2015
Se^le
on
one
tool
(but
three
instances)
…
2016
Combine
three
instances
into
one
…
Done
!
across
mul7ple
territories
&
subsidiaries

19. The ITAM Review US Conference 2017
On To The Next Challenge

20. The ITAM Review US Conference 2017
Questions?
The ITAM Review UK Conference 2016

21. The ITAM Review US Conference 2017
Thank You

22. The ITAM Review US Conference 2017
This
was
a
very
complex
contract,
a
Hallmark
of
an
enterprise
agreement,
requiring
33
dis4nct
touchpoints
and
a
series
of
strategy
considera4ons
to
complete
the
deal
• We
first
had
to
form
a
cross
func4onal
team,
with
representa4on
from
every
division.
• This
had
never
been
done
before
!
We
needed
to
ensure
we
captured
data
from
every
corner
of
the
globe.
Consis4ng
of
representa4ves
for
all
five
divisions.
• This
team
was
made
up
of
many
job
types,
architects,
engineers,
technicians,
data
base
manager,
…
Anyone
and
everyone
involved
with
MicrosoL
products,
planning
and
support.
Reference slide

23. The ITAM Review US Conference 2017
• The
process
of
assembling
this
type
of
global
team
required
many
phone
calls
and
interviews
to
find
the
right
people
to
talk
to
and
engage.
The
strongest
divisional
leaders
and
the
most
knowledgeable
within
the
staffs.
This
was
a
daun4ng
task,
to
collect
very
detailed
and
complex
data.
• Once
the
core
team
was
assembled
we
shared
the
mission,
the
why,
the
where,
the
who,
the
expecta4on,
and
of
course,
the
risks.
We
held
weekly
update
calls
and
reviewed
ac4on
lists
as
well
as
iden4fying
and
addressing
concerns,
issues,
and
support
• We
shared
product
lists
and
usage
rules.
We
dialogued
about,
and
nailed
down,
cri4cal
milestones
and
4melines.
We
involved
everyone
in
this
important
global
effort.
Reference slide

24. The ITAM Review US Conference 2017
• We
not
only
executed
this
en4re
process
once…but
twice
to
ensure
we
had
uncovered
every
product
and
exploited
every
rule
interpreta4on.
Teams
counted
and
then
re-­‐counted
to
double
and
triple
check
data.
• We
successfully
collected
our
global
inventory
of
MS
products
associated
with
our
exis4ng
agreement…on
4me.
A
sampling
of
4me
invested
yielded
a
report
of
over
2,400
hours
of
internal
resources.
• In
parallel
with
working
together
as
a
core
team,
we
reached
out
to
stakeholders,
scheduled
Bi-­‐Weekly
update
calls
and
ensured
the
top
representa4ves
of
each
division
understood
what
we
were
doing
at
every
major
step
of
the
plan.
• When
the
inventories
were
completed
and
execu4ve
summaries
were
presented,
we
secured
the
sign-­‐offs
and
prepared
for
nego4a4ons.
Reference slide