This document discusses software license management and the services offered by The Carmine Group and Veriam Technologies. Key points covered include: - The business challenges that drive the need for software license management, such as spend reduction, compliance, and business agility. - Common obstacles that cause software license management programs to fail, such as failing to properly scope the program, underestimating data volumes, and lacking a focus on value and ROI. - The services offered, including a managed service for software license management focused on implementing value and producing measurable ROI. - Benefits such as ensuring long-term program support through value focus, removing guesswork via automated discovery, and maximizing success by keeping solutions tract

1. need
clever
tools
to manage
your IT
assets?
Software License Management
Introduction
Kamila Wroblewski
Director
The Carmine Group
ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES • the carmine group. IT’s clever.

2. Key Business Challenges Driving
Software License Management
• Spend reduction
As the number of deployed software
applications continues to grow, the
opportunity for spend reduction through a
regimented software reuse program becomes
increasingly significant.
• Compliance
Software publishers and their representatives
such as BSA are becoming increasingly
aggressive at auditing and levying fines.
• Business agility
Lack of proper controls and tracking often
prevent rapid execution of M&A events and
other growth transactions.
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

3. Software License Management Realities
• Software License Law falls under both Contract Law
and Copyright Law
– Contract Law – A license is one-sided and favors
the publisher
– Copyright Law – Unauthorized duplication =
copyright infringement; penalties provided for in
statute
• Possible penalties include actual damages,
statutory damages, willful violations, attorney’s
fees, criminal violations
• Gartner states that 30% of large enterprises will
experience at least 1 audit per year through 2010
• A centralized software reuse program can generate
millions of dollars in cost takeout per year
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

4. Common Obstacles to a Successful
Software License Management Program
• Failure to Properly Scope the Program – Organizations
frequently try to place all software applications on the
network under control at once, often overwhelming the
program.
• Insufficient Purchase Records & Controls – Software
License Management programs frequently fail to implement
proper proof of license controls to maintain an accurate
compliance picture.
• Underestimate Information Volume – Many program
planners underestimate the volume of data created by an
SLM program, which can quickly saturate the program team.
• Lack of Value / ROI Focus – Compliance alone is not
sufficient to sustain an SLM program long-term. Programs
that do not produce measurable ROI often draw executive
criticism.
• Improper Focus on Tools – Software License Management
is 80% process, but process rarely drives the solution.
• Failure to Set Success Metrics – Without success metrics
and reporting, focus and support wanes.
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

5. What We Offer
• A managed service for IT Asset Management (ITAM) with a specific focus on
Software License Management (SLM)
• Innovative, multi-tenant, highly customizable technology platform for
implementing value-focused ITAM
• Skilled business professionals providing “run services” and management
• Unique ROI focus and approach
• Offered under several models
• Managed Service – The Carmine Group helps customer execute
ongoing program management and run-time services
• SaaS – Customer uses Veriam platform to run ITAM program
• Consultative and implementation services
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

6. The Carmine Group ITAM/SLM Services
Key Concepts and Benefits
• Ensure program support by focusing on value production
– Value analysis performed up front to identify potential ROI, focus areas, impediments, and risks
– Focus on value targets first, and do those really well
– Show tangible value through effective software reuse
• Remove guesswork involved by autodiscovery through process enhancement
– Asset lifecycle processes enhanced to accurately collect key data where software profile changes occur
– Provide real-time compliance reporting for 7 x 24 confidence
• Maximize long-term success by keeping the solution tractable
– Managed Software List – Start with list of high value applications
– Expand over time after system is performing
• Drive program participation and support through effective behavior drivers
– Credits and debits encourages software reuse between cost centers
– Reporting and MARCOM support to help stakeholder buy-in
– Process adherence tracking
• Control the program with proper governance
– Centralized MSL licensing (at least terms)
– MSL and other program features governed by a representative board
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

7. Veriam’s SLM Platform
Key Concepts and Benefits
• Real-time Compliance Monitoring
– Fully automatic license allocation and
integration to asset lifecycle provides
accurate real-time compliance.
• Centralized Software Reuse Program
– Veriam’s Software Exchange tracks
software reuse to cost-centers,
removing the principle barrier to reuse
participation.
– Can also support an inter-company SW
reuse marketplace for certified licenses.
• Automated Software Requests
– Veriam’s Software Request Portal automates end-user software requests, approvals, and
installation, greatly reducing software request cycle times while maintaining license compliance.
• ROI Focused
– Value Analysis performed up-front to set ROI goals, which are tracked through the program.
Maintains executive interest and sponsorship.
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

8. Software License Management Framework
Governance
Service
Value Analysis / Review of Value
Alignment / Run
Feasibility Review Realization
Transition
• Identify ROI goals and • Align processes and • Compliance reporting • Measure actual value
metrics catch-points • Value reporting realized, service levels
• Define MSL and HW • Negotiate and set up achieved
• System monitoring
asset scope ASNs • Compare with originally
• Exception handling envisioned value creation
• Align processes • Implement asset
identification strategy • System administration potential
• Determine asset
identification strategy • Set up auto-discovery • DB administration • Derive optimization
• Governance potential and enact
• Identify risks • Baseline SW and HW improvement initiatives
counts participation
• Configure managed
service platform Feedback
Resources
Tools & Systems
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

9. Operating Model
• Can be implemented in one of the following ways;
• Managed Service
• TCG helps customer execute ongoing program management and run-time
services
• TCG performs much of the effort that frequently gets “dropped”
• Client’s primary responsibility is to enforce SLM procedures
• SaaS
• Customer uses Veriam platform to run ITAM program
Client Team TCG SLM Managed Service Team Vendors
- Execute Purchases - Exception Handling Veriam SLM -Send Weekly ASN’s
- Perform Field Support Data - System Monitoring Platform
Catch-points -Compliance Monitoring
- Adhere to SLM Procedures -Reporting Repository
-Governance Tools
-System Maintenance Reporting
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

10. Reporting
Detailed Reports + Executive Dashboards
• Dashboards to show compliance status and key metrics
• Detailed reports to depict individual events and transactions
• Alerts and notices for exception events
This presentation contains protected trade secrets of Veriam. The information contained herein may only be used for the purpose intended.
It may not be duplicated or shared with third parties without the express written consent of Veriam.
Copyright © 2007 Veriam Technologies, Inc.. All Rights Reserved.

11. So..
how do
you
measure
up?
Find out.
info@thecarminegroup.com
ASSET MANAGEMENT • SOFTWARE • CONSULTING • SOLUTIONS • SALES • the carmine group. IT’s clever.