Software Asset Management (SAM) Best Practice

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1 Software Asset Management (SAM) Best Practice

2 Drive Business Value with Service & Portfolio Management PS200SN Software Asset Management (SAM) Best Practice Peter Beruk Business Software Alliance

3 abstract Peter Beruk Business Software Alliance, Sr. Director, Compliance Marketing To demonstrate how organizations can implement best software asset management practices that align to the ISO/IEC standard, Peter Beruk of Business Software Alliance will discuss the three parts of the ISO/IEC software asset management processes and what each means for effective software asset management. He will also explain the benefits of smart SAM practices and how it will help IT management professionals better manage their IT assets. Using a well-executed SAM program, professionals will learn how to effectively manage their software assets, increase IT efficiencies, and proactively control costs while identifying and reducing IT risks.

4 agenda SAM Challenges today Why deploy SAM Standardization in SAM Overview of ISO SAM (ISO/IEC 19770) Benefits

5 what is SAM? Software Asset Management is all of the infrastructure and processes necessary for the effective management, control and protection of the software assets within an organization, throughout all stages of their lifecycle. (ITIL)

6 setting the stage SAM is not a tool False assumptions Case study Firms have managed their core software assets not as an asset for value creation but as an expense item to be minimized. Recognizing the True Value of Software Assets, Insead, 2007

7 why organizations implement SAM #1 - compliance Other benefits of SAM become apparent Cost efficiency through license optimization Operational efficiencies through asset tracking Improved IT governance

8 SAM challenges Rapid organizational changes Ease of software deployment (accessibility) Sheer number of vendors, brands, versions Complex licensing Inventory challenges (virtualization) Disconnect between IT, Procurement & Legal

9 SAM adoption is increasing Key drivers include: New standards (ISO, ITIL) Increased IT operational demands for complete and accurate IT asset inventory information Increased awareness and education (including professional certifications) Increased enforcement by the software industry Maturity

10 standardization enables a cohesive approach Applies to all software (and vendors) Creates a robust, repeatable process Clear expectations Known outcomes Consistent, standard, global approach

11 ISO/IEC SAM standard was first published in 2006 and is divided into parts: : SAM process standard : Software identification tag : Software entitlement tag : Overview and vocabulary : Tag Management For more information about the standard, please visit org

12 ISO/IEC SAM standard ISO/IEC was first published in 2006 and is divided into parts: Guidance Overview and Vocabulary x Implementation Guidance etc. Process Definitions :2006 SAM Processes Information Structures :2006 Tiered SAM Processes x:2006 Management System Processes Software Asset Tags Entitlement Environment :2009 S/W Identification Software x Device Tag Tag Entitlement Tag x Media information Embedded Software ID Tag x For more information about the standard, Tag Management please visit org

13 new tiered SAM processes ( ) Draft released November 2010 Significant guidance added See Offers a more intuitive progression 1 st tier provides repeatable license compliance processes Self-assessable and independently certifiable

14 software identification tag ( ) Software Identification (SWID) Tags authoritative identification and management information about a software product Installed and managed on a computing device together with the software product TagVault.org Formed as a non-profit organization under IEEE-ISTO Registration and Certification Authority Providing a shared library of software tools, services and technical knowledge Publisher adopters Adobe CA ModusLink OCS Symantec Tool providers Altiris (Symantec) Aspera CA Sassafras Software Software Management Suite

15 Software entitlement tag ( ) Provides uniform, measurable data for the license compliance processes, making it possible to demonstrate ownership of entitlements, reconcile and demonstrate compliance, and optimize licensing for cost reduction. Benefits - Publisher Easier customer recognition of licensing details Better customer adaptability to licensing changes Improved customer relations through fewer, quicker, more effective compliance audits Benefits Customer Uniform Entitlements data Easier licensing remediation Improved SAM with standardized, manufacturersupplied, easily reconcilable Software ID & Entitlement tags

16 SAM payoff

17 getting started Gain senior management buy-in Assign clear roles and responsibilities Create the team (Legal, IT, Procurement, Finance, etc.) Inventory Engage with publishers Embed processes

18 additional resources org International Organization for Standards (ISO) ITAssetManagement.Net Tagvault.org BSA.org

19 summary a few words to review One can t manage what they do not know they have Standards provide a known end Reduces the gotcha Increases benefits Embeds a repeatable process within the organization

20 Q&A

21 thank you

22 Recommended Sessions SESSION # TITLE Date / Time PS202SN CA IT Asset Manager Roadmap 11/15/11 at 11:00 AM South Pacific G PS206SN PS209SN PS305SN Why the Federal Government is Pushing SWID into the Mainstream Where s My Stuff?! How the US Army Materiel Command Answers this Once and for All Your Assets are Getting Fluffy: The Impact of Cloud, Virtualization and Other Trends on Your Asset Management Program 11/15/11 at 4:00 PM South Pacific G 11/16/11 at 11:00 AM Islander H 11/16/11 at 4:00 PM South Pacific A

23 Related Technologies Booth 441 CA IT Asset Manager, CA Technologies Booth 441 CA Service Catalog, CA Technologies Booth 444 CA Business Service Insight, CA Technologies

24 Session # PS200SN Please scan this image to fill in your session survey on a mobile device

25 terms of this presentation for information purposes only This presentation was based on current information and resource allocations as of November 2011 and is subject to change or withdrawal by CA at any time without notice. Notwithstanding anything in this presentation to the contrary, this presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future written license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. The development, release and timing of any features or functionality described in this presentation remain at CA s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA will make such release available (i) for sale to new licensees of such product; and (ii) to existing licensees of such product on a when and if-available basis as part of CA maintenance and support, and in the form of a regularly scheduled major product release. Such releases may be made available to current licensees of such product who are current subscribers to CA maintenance and support on a when and if-available basis. In the event of a conflict between the terms of this paragraph and any other information contained in this presentation, the terms of this paragraph shall govern. Certain information in this presentation may outline CA s general product direction. All information in this presentation is for your informational purposes only and may not be incorporated into any contract. CA assumes no responsibility for the accuracy or completeness of the information. To the extent permitted by applicable law, CA provides this presentation as is without warranty of any kind, including without limitation, any implied warranties or merchantability, fitness for a particular purpose, or non-infringement. In no event will CA be liable for any loss or damage, direct or indirect, from the use of this document, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised in advance of the possibility of such damages. CA confidential and proprietary. No unauthorized copying or distribution permitted.

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