How to get started on a Software Asset Management program Link to see the recorded webinar: http://learn.flexerasoftware.com/content/ELO-WBNR-Get-Started-Optimized-SAM

1. Webinar: How to Get Started on an Optimized SAM Program
November 17, 2011

2. Speakers for Today’s Webinar
David Lerch
Director of Consulting Services at Flexera Software
John Emmitt
Sr. Marketing Manager at Flexera Software
2 © 2011 Flexera Software, Inc.

3. Industry Trends & Economic Backdrop
• Global Economy
– M&A / Divestiture activity
– Cost reduction & budget
constraints– e.g. US Federal
Govt mandate to reduce IT
costs
• Audits
• IT Technology / Business
Model Changes
– Desktop & App Virtualization
– Public and Private Cloud;
SaaS model
• IT as a Business
3 © 2011 Flexera Software, Inc.

4. Why do you need a SAM Program?
• Drivers
– Budget Constraints
– Audit Risk
– Complexity- Licensing, IT environment, Organizational
• Evolving Role of IT Asset Management
Industry Analyst Perspective – Gartner
IT asset management (ITAM) is rapidly evolving from a basic asset
inventory monitoring and reporting role to a core financial discipline. As
ITAM matures, its ability to deliver accurate and timely financial
management data and insight will become its core value proposition and
increasingly strategic to executive management
4 © 2011 Flexera Software, Inc.

5. SAM Objectives
An effective Software Asset Management (SAM) and License Optimization
program enables pro-active, continuous management of your software
license estate through:
• Reduced license compliance risks and associated adverse budget
impacts
• Elimination of over-buying of software (use what you have, only buy
what you need)
 Cost Savings and Cost Avoidance
 Contract Negotiation Power
• Chargeback / cost allocation to the lines of business
• Improved IT Operational Efficiency
Out of
$ Over-Licensed Optimal
Compliance $
5 © 2011 Flexera Software, Inc.

6. What’s the Cost of Doing Nothing?
Real Customer Example of Business Issues
• Lack of transparency around SAM / ITAM
– Low visibility of hardware and software assets across Business Units
• Lack of control over annual software spend
− Lack of information required for true-up
negotiations  Poor negotiating leverage
− Over-buying of software
• Audits and unbudgeted expense
• High operational and contract management
costs
6 © 2011 Flexera Software, Inc.

7. First Steps
Assess your current state of SAM maturity
Define your desired End State
Automated entitlement based license management
Level 4 and optimization; Minimize license consumption and
Optimized
software spend
Automated purchased vs. installed license
Level 3
Return on Investment
Continuously reconciliation; SAM processes to manage contracts
Enterprise License Optimization
Compliant and maintain continuous license compliance
Perform purchased versus installed license
Traditional SAM / ITAM
Level 2 reconciliation on an ad hoc basis; point-in-time
Managed
management of licenses and contracts
Level 1 Identify software and hardware installed
Installed
7 © 2011 Flexera Software, Inc.

8. Perform a Gap Analysis
• Where are you relative to
SAM best practices?
• How well does the
organization accept change?
• ISO 19770-1
– 27 SAM process areas to
assess
• Assess gaps relative to
People, Process, Technology
8 © 2011 Flexera Software, Inc.

9. Approach SAM Holistically
Manage the Full Software Asset Lifecycle
People: Request
Requires Executive Sponsorship,
Defined Roles & Responsibilities Retire Optimize Optimize
Approve
Process:
People
The success of any SAM project
relies upon the definition of Optimize Optimize
business Processes Technology Process
Upgrade Purchase
Technology:
Select the Technology solution Optimize Optimize
that is consistent with your
objectives Manage Deploy
9 © 2011 Flexera Software, Inc.

10. ISV Market Share
The Approach Microsoft 24.37%
IBM 10.89%
• Gain Executive / Key Stakeholder buy-in Oracle 8.65%
SAP
•
5.72%
Leverage Industry Standards (ISO, ITIL)
Nintendo 3.57%
• Focus on Quick Wins HP 3.08%
• Identify potential roadblocks / Define Symantec 2.81%
action plans to address Activision Blizzard 2.28%
− Data quality Electronic Arts 2.10%
− Culture CA 1.94%
Adobe 1.66%
• Determine SAM team
requirements/scope Source: http://www.softwaretop100.org
• Define roles/responsibilities
• Outline a roadmap (phased approach)
− Define Business Outcomes at each
stage
− ISO 19770-1 update provides a
framework
10 © 2011 Flexera Software, Inc.

11. Change Management
Roles, Responsibilities & Metrics
Corp CIO
• SAM organizational structure
Large Enterprise Example
Enterprise
SAM Team
BU CIO BU CIO BU CIO
BU SAM BU SAM BU SAM
Team Team Team
• Set up Key Performance Metrics to incent the right behavior
– Realign key stakeholder performance objectives to drive advocacy
– SAM Roles are important but also critical to align the whole org. with
SAM program objectives
11 © 2011 Flexera Software, Inc.

12. Creation of a Roadmap
This illustrative roadmap conveys a phased approach to SAM implementation
2011/12
Oct Nov Dec Jan Feb Mar Apr May Jun Jul
Program Management
Gain Buy-in(1)
ILLUSTRATIVE
Phase 0
Identify Process /Organization Gaps(2) 2
Develop Strategy & Roadmap (3)
Implement FNMS (4)
Phase 1
Enable SAM organization (5)
Roll out baseline SAM processes (6)
Plan/Implement Quick wins (7)
Phase 2
Mature SAM Capabilities(8)
Integrate next 2-3 suppliers (9)
Phase 3
Ongoing Process Maturation
Phase 0 – Foundation Phase I – Baseline Processes Phase II – Building on the Phase III – Run State
1. Gain Key Stakeholder Buy-in 4. Implement FNMS Baseline • Ongoing maturation of processes and
2. Identify Process & Organization Gaps 5. Enable SAM organization 8. Mature Asset Mgmt Capabilities optimization capabilities
3. Develop Strategy & Roadmap 6. Roll out baseline SAM processes (processes, governance)
7. Plan/Implement Quick Wins (top 1-2 9. Target next 2-3 suppliers (iterative)
suppliers)
12 © 2011 Flexera Software, Inc.

13. Example: Process Deliverables
13 © 2011 Flexera Software, Inc.

14. Leverage Existing Systems
Requires a highly integrated SAM solution
• Inventory & CMDB SAM & License Optimization Solution
Tools
• ERP, Procurement
systems
• Active Directory /
HR systems
• Helpdesk
14 © 2011 Flexera Software, Inc.

15. Optimized SAM Program ROI
• Global conglomerate operating in 130 countries (over 90,000 devices)
– Implemented a standards-based set of business processes for software asset management
– Saved $35 million in 6 months on Microsoft software
• Large, global utilities company facing an Adobe audit
– Adobe was unsure of the installations using their own inventory tool
– Flexera Software’s solution provided both parties more detailed data and identified $5.91
million in savings
• International bank (75,000 hardware assets, $200 million/year software
spend)
– Multiple volume purchase agreements
– Realized $35 million in savings (50% cost avoidance / 50% maintenance savings) upfront
and $8 million savings later as a result of being able to track licenses and negotiate better
contracts
• Global hardware manufacturer facing an Adobe audit
– $15 million in license liability
– Flexera Software solutions were used to optimize software estate, reducing license
consumption by ~58,000 licenses, and resulting in a final bill of about $1 million $14
million in savings
• Global consumer goods manufacturer (over 100,000 employees)
– Realized over $30 million in initial savings on SAP and Oracle software
15 © 2011 Flexera Software, Inc.

16. Industry Resources
• IAITAM– www.iaitam.org
• IBSMA – www.ibsma.com
• ITAM Review– www.itassetmanagement.net
• LinkedIn Groups– here are a few:
– IT Asset Management - Global
– Licensing and SAM
– Microsoft Licensing Professionals Network
– Software Asset Management
• ISO Standards– www.19770.org/projects/19770-1/
• Flexera Software website– www.flexerasoftware.com
– whitepapers, webinars, ELO blog, etc.
16 © 2011 Flexera Software, Inc.

17. Summary
• Implementing best practice processes critical to SAM
program success
• SAM Programs (can) have strong ROI
– Focus on quick wins!
• Flexera Software can help with Consulting Services such
as:
– ROI Workshop
– SAM Gap Assessment
– Process Definition based on specific technology
– SAM Optimization Workshop
– Other services
17 © 2011 Flexera Software, Inc.

18. Q&A
Please submit your questions via the Live Meeting Q&A
form
For more information: www.flexerasoftware.com/ELO
Or contact:
David Lerch: dlerch@flexerasoftware.com
John Emmitt: jemmitt@flexerasoftware.com
Thank you for attending our webinar!
18 © 2011 Flexera Software, Inc.