The ITAM Review UK Conference 2018
All Change – Aligning SAM
with your Data Centre
Barry Pilling
Managing Consultant
The ITAM Review UK Conference 2018
Barry who?
Independent SAM Consultant
•  Ten years of SAM and licensing
experience with multiple clients
•  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 UK 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 and Resource Value Units
•  Oracle – Processors and Named User Plus
•  SAP – just about anything!
•  Most data centre licence risk is created by change
The ITAM Review UK Conference 2018
Common Issues for Data Centre SAM
Lack	of	
recogni-on	of	
the	value	of	
SAM	across	the	
organisa-on	
Belief	in	the	
organisa-on	
that	the	SAM	
team	“just	buy	
licences”	
SAM	team	o>en	
not	engaged	
un-l	it’s	too	late	
to	influence	the	
outcome	
Projects	under	pressure	to	deliver	on	-me	and	within	
budget	
Insufficient	
resources	to	
effec-vely	
engage	with	
change	
Stakeholders	
not	wan-ng	
their	processes	
to	be	slowed	
down	
Cross	func-onal	
roles	and	
responsibili-es	
not	properly	
defined	
Gaps	in	
so>ware	
en-tlement	and	
deployment	
inventory	
Limited	
knowledge	of	
data	centre	
licensing	rules	
and	metrics
The ITAM Review UK 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	
Ini-al	system	build	
Systems	tes-ng	
Acceptance	tes-ng	
Full	build	
of	new	
system	
Project	
close	and	
into	BAU	
Ini-al	
analysis	
Issue	licence	
statement	
Check	for	
changes	
Check	
licence	risks	
Re-re	and	
re-harvest	
Are	we	
licensed?
The ITAM Review UK 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
The ITAM Review UK 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 UK Conference 2018
Licensing Considerations for Change
Spare	
licences	
available?	
What	
products?	
What	is	
changing?	
Applicable	
licence	
rules?	
What	IT	
plaorms?	
Sourcing	
&	charging	
strategy?
The ITAM Review UK Conference 2018
Considerations for Managing Change
Design	
Acquire	
Deploy	
Manage	
Re-re	
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 UK Conference 2018
Questions?
The ITAM Review UK Conference 2018
Thank You
barry.pilling@cortexconsul-ng.uk	
@SAM_BarryP	
www.linkedin.com/in/barrypilling

UK Conference 2018_All change - Aligning SAM with your Data Centre change processes_Barry Pilling

  • 1.
    The ITAM ReviewUK Conference 2018 All Change – Aligning SAM with your Data Centre Barry Pilling Managing Consultant
  • 2.
    The ITAM ReviewUK Conference 2018 Barry who? Independent SAM Consultant •  Ten years of SAM and licensing experience with multiple clients •  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 ReviewUK 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 and Resource Value Units •  Oracle – Processors and Named User Plus •  SAP – just about anything! •  Most data centre licence risk is created by change
  • 4.
    The ITAM ReviewUK Conference 2018 Common Issues for Data Centre SAM Lack of recogni-on of the value of SAM across the organisa-on Belief in the organisa-on that the SAM team “just buy licences” SAM team o>en not engaged un-l it’s too late to influence the outcome Projects under pressure to deliver on -me and within budget Insufficient resources to effec-vely engage with change Stakeholders not wan-ng their processes to be slowed down Cross func-onal roles and responsibili-es not properly defined Gaps in so>ware en-tlement and deployment inventory Limited knowledge of data centre licensing rules and metrics
  • 5.
    The ITAM ReviewUK 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 Ini-al system build Systems tes-ng Acceptance tes-ng Full build of new system Project close and into BAU Ini-al analysis Issue licence statement Check for changes Check licence risks Re-re and re-harvest Are we licensed?
  • 6.
    The ITAM ReviewUK 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
  • 7.
    The ITAM ReviewUK 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 ReviewUK Conference 2018 Licensing Considerations for Change Spare licences available? What products? What is changing? Applicable licence rules? What IT plaorms? Sourcing & charging strategy?
  • 9.
    The ITAM ReviewUK Conference 2018 Considerations for Managing Change Design Acquire Deploy Manage Re-re 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 ReviewUK Conference 2018 Questions?
  • 11.
    The ITAM ReviewUK Conference 2018 Thank You barry.pilling@cortexconsul-ng.uk @SAM_BarryP www.linkedin.com/in/barrypilling