Best Practice Processes and

Procedures for SAM

Ease Management and Protect your

Business
 Agenda
Introduction to Itillion

What do you want from SAM?

SAM Challenges

Keys for Success

Help on the Journey - ISO 19770-1 SAM

Standard
 About Itillion
Itillion produces Best Practice SAM
Frameworks

The Frameworks use MindManager to

deliver:

Step by Step Guidance so anyone can

implement SAM

Best Practice Knowledge so all the IT team

can understand SAM
 Best Practice Processes
Essential
Tools for SAM Success

Processes

People
 Key SAM Steps ITIL Best
Practices
and
Senior ISO19770-
Manageme 1
nt Processes
Develop Buy In • Implement

SAM Plan • Business

• Measure
Key SAM Plan
• Vision
• Review
Processes •
• Goals
• Improve
Compliance Presentation
•
•
• New Goals
•
• Entitlement Requirements Alternatives
• Extend
Inventory Commitment
• License • Procurement • SAM
• Budget
• Software Position • Deployment Team
• Devices • True Up • Changes
• Users • Disposals • Compliance
• Licenses • Baseline • Transition

 “accelerator for SAM” 

 “essentials for SAM” 

Copyright Itillion
Ltd 2008
 Improving SAM Maturity and
Competence  “accelerator for SAM” 

Click to edit Master text styles

 “essentials for SAM”

Second level
● Third level

● Fourth level

● Fifth level

Copyright Itillion
Ltd 2008
SAM delivers more than you can imagine

WHAT DO YOU WANT

FROM SAM?
 More than License
Compliance!
Risk Management
Unforeseen costs
Legal prosecutions
Disruption to business
Bad PR
IT Service Improvements
Right first time
Reduce cost of delivery
 What do you want from
SAM? - License
Corporate Governance

Compliance

Reduce TCO – Optimise License and

SW Infrastructure costs

Agility – Information to respond to

business needs
 Return on
Investment
Click to edit Master text styles
Second level
● Third level

● Fourth level

● Fifth level
Common problems everyone faces

SAM CHALLENGES
 SAM Challenges solved
with Itillion
Short term approach - reactive

No Senior Management Buy In – can’t

get interest or resources

No IT Team Buy In – poor collaboration

and help

No SAM expertise – movement of staff

Audit Tools don’t work – wrong

How to avoid stop start SAM

KEYS FOR SUCCESS

 Starting on the SAM
Journey
Business Objectives
Align to business priority and
competence
SAM Assessment
Understand your competence and
maturity
SAM Plan
Set realistic short term objectives,
achieve and re-align
ISO 19770-1 SAM Standard

HELP ON THE JOURNEY

 Introduction to ISO
19770-1
Based on ITIL SAM Best Practice Guide
Published May 2006
Investors in Software (IiS) Rapid Adopters Scheme
Certification by LRQA (Lloyd's Register Quality Assurance)
Aligned to ISO 20000
Published December 2005, BS 15000 became an International Standard: ISO
20000. Published in two parts.
ISO/IEC 20000-1:2005 IT Service Management Specification

ISO/IEC 20000-2:2005 IT Service Management Code of practice

 Benefits of Using
Standards
Knowledge

Direction

Communication

Measurement
ISO 19770-1 Overview
ISO19770-1 Control
Environments
ISO 19770-1 Planning and
Implementation
ISO 19770-1 Lifecycle
Interfaces
ISO 19770-1 Inventory
ISO 19770-1 Operations
Management
ISO 19770-1 Verification and
Compliance
How to deliver successful SAM projects

PROJECT MANAGEMENT
FOR SAM
Project Management for
SAM
Understand your Current Competence

Communicate with Management and

define SAM Objectives

Develop Plan and Gain Management

Buy In
 Microsoft 4 Step SAM
Process
SAM Best Practice
Framework
Step by Step Processes for:

Software Inventory

License Inventory

License Entitlement

Reconciliation

True-up

SAM Project Management

Task and Resource Management

Collaboration and Communication

Reporting and Integration

SAM Process Documentation

SAM Tool Management

 The Inventory Process
1. Make a Plan
2. Document
3. Communicate
The Inventory Process
Microsoft License
Click to edit Master text styles
SecondModels
level
● Third level
● Fourth level

● Fifth level
 Manage Tasks and
Second level Processes
Click to edit Master text styles

● Third level
● Fourth level

● Fifth level
Establish Compliance
Click to edit Master text styles
Second level
● Third level

● Fourth level

● Fifth level
True UpClick
and Baseline
to edit Master text styles
Second level
● Third level

● Fourth level

● Fifth level
Software Procurement
Processes
Click to edit Master text styles
Second level
● Third level
● Fourth level

● Fifth level
Process Documentation
 Best Practice
Resources
Best Practice ● Best
● Best

ITIL SAM Guide

● Project
● Project

● Process
● Process

Quick Assessment ●
●
Documentation
Documentation

accelerator for SAM

SAM Business Plan

Best Practice Framework

 Project Management
Resources
Project Management

MindManager Pro 6/7 for project

● Best
● Best

management ●
●
Project
Project

● Process
● Process

Integrated solution ●
●
Documentation
Documentation

accelerator for SAM

SAM project manager map

ISO Processes map

Accelerator for SAM – Project
Manager
SAM Roles
 Processes Resources
SAM Process Standards

ISO/IEC 19770-1 standard

● Best
● Best

ISO/IEC 19770-1 process map Project

●
● Project
● Process
● Process

Documentation
Process Assessment
●
● Documentation

accelerator for SAM

Complete process documents

 Documentation
Resources
Documentation

SAM Business Plan template

● Best
Best
Roles and Responsibilities register
●

● Project
● Project

● Process
● Process

Partner Register ●
●
Documentation
Documentation

accelerator for SAM

Tools Register

Software Register
Call SAM Practice on 0845 634 5162