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Pocket CIO - The Guide to Successful IT Asset Management

Book Description

Create and manage a clear working IT asset management strategy with this unique guide

About This Book

  • A detailed IT Asset Management (ITAM) guidebook with real-world templates that can be converted into working ITAM documents.
  • Includes in-depth discussion on how risk management has changed and the possible solutions needed to address the new normal
  • A step-by-step ITAM manual for newbies as well as seasoned ITAM veterans

Who This Book Is For

This book is intended for CIOs, VPs and CTOs of mid to large-sized enterprises and organizations. If you are dealing with changes such as mergers, acquisitions, divestitures, new products or services, cyber security, mandated regulations, expansion, and much more, this book will help you too.

What You Will Learn

  • Close the hidden risk gaps created by IT assets (hardware and software)
  • Create and manage a clear working proactive ITAM and SAM program and policy
  • A clear, concise explanation of what IT Asset Management is, the benefits, and results
  • A clear, concise explanation of what Software Asset Management is, the benefits, and results
  • The best ways to manage a software audit and how to be prepared for one
  • Considerations for selecting the best technology for a specific company including what questions should be asked at the onset.
  • Increasing ITAM program and project success with change management

In Detail

IT Asset Management (ITAM) supports life cycle management and strategic decision making for an IT environment.

This book is a detailed IT Asset Management (ITAM) guidebook with real-world templates that can be converted into working ITAM documents. It is a step-by-step IT asset management manual for the newbies as well as the seasoned ITAM veterans, providing a unique insight into asset management. It discusses how risk management has changed over time and the possible solutions needed to address the new normal. The book also includes considerations for selecting the best technology for a specific company including what questions should be asked at the onset, as well as the best ways to manage a software audit and how to be prepared for one.

This book is your perfect guide to create holistic IT asset management and Software asset management programs that close the risk gaps, increases productivity and results in cost efficiencies. It allows the IT Asset Managers, Software Asset Managers, and/or the full IT Asset Management (ITAM) ITAM/SAM program team to take a deep dive by using the templates offered in the guidebook. You will be aware of the specific roles and responsibilities for every aspect of IT asset management, software asset management, and software license compliance audit response. By the end of this book, you will be well aware of what IT and Software Asset Management is all about and the different steps, processes, and roles required to truly master it.

By the end of this book, you will be well aware of what IT Asset Management is all about and the different skills required to truly master it.

Style and approach

Packed with important discussion points, examples, case studies, templates, and checklists.

Downloading the example code for this book You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Table of Contents

  1. Title Page
  2. Copyright and Credits
    1. Pocket CIO – The Guide to Successful IT Asset Management
  3. Dedication
  4. Packt Upsell
    1. Why subscribe?
    2. PacktPub.com
  5. Contributors
    1. About the author
    2. Packt is searching for authors like you
  6. Preface
    1. A guide to saving money, making money, and staying in compliance
    2. Who this book is for
    3. What this book covers
    4. What you need for this book
      1. Download the color images
      2. Conventions used
    5. Get in touch
      1. Reviews
  7. ITAM – It's Not Just IT's Problem or Function
    1. Key benefits of ITAM
    2. What are we getting out of the IT investment?
    3. The challenge of IT
    4. Cost management
      1. The hidden cost of technology
        1. Software
        2. Hardware
        3. Critical downtime leads to lost revenue
        4. The distractions of technology
      2. Cost control mechanisms
      3. Why manage IT assets?
      4. How does ITAM help?
    5. Why finance executives need to pay attention
      1. What makes ITAM so important?
      2. Tips for a positive working relationship – on both sides
        1. Building the case for ITAM
          1. Leadership
          2. Leadership is not about luck
    6. Management No-Go on ITAM
      1. ITAM will, but management isn't buying – points to demonstrate value of an ITAM program
      2. Get funded in a bad budget year
    7. Summary
  8. ITAM Strategy and Plan
    1. Are you ready for the evolution?
    2. Key initiatives that lay your foundation
    3. ITAM fundamentals
    4. Defining what ITAM is
      1. What ITAM isn't
      2. What ITAM is
    5. The ITAM lifecycle
      1. Phase one – requests and procurement
        1. Request management
          1. Procurement process
      2. Phase two – change management
        1. Process accessibility
        2. Record all changes in the CAR (ITAM repository)
          1. Policies and procedures
          2. Help Desk
          3. Data accuracy
          4. Quality assurance
      3. Phase three – asset disposition
        1. Planned obsolescence and asset retirement
      4. Definitions
    6. Summary
  9. The New Risk Management
    1. Policies, processes, and procedures
      1. Governing through policies, processes, and procedures
        1. Tracking and consequences
        2. Inaccuracies
        3. Data security
        4. Implementing a strict policy
        5. Tips for implementing your policies
        6. Don't let the process get you down
        7. Why do policies fail?
        8. Framework
        9. What separates policy, process, and procedure?
          1. Policy
          2. Process
        10. Heat map diagnostics – key process areas
        11. IT asset management function model 
          1. Procedure
      2. Why separate policy, process, and procedure?
      3. 10 Issues to address before the documentation process
      4. Key documentation development process
        1. Phase one – planning
        2. Phase two – active development
        3. Phase three – implementation
        4. Phase four – monitoring and enforcement
    2. Summary
  10. What is SAM?
    1. Software, license, contracts, money pit
    2. Successful Implementation of SAM programs
      1. The C-suite didn't buy it
      2. Reduced audit exposure and potential financial risk to the enterprise
      3. Reduced security risk from unauthorized software within the environment
      4. Minimized cyber security risk (SAM + IT Security)
      5. Improved budgeting process and financial controls
      6. Increased operational efficiency
    3. Alphabet Soup - ITIL, ISO
      1. What is ITIL?
      2. What is ISO 19770?
    4. How Software Asset Management reduces risk and exposure
      1. Four steps for managing your software assets
        1. Step 1 - D is for Discover
          1. Reconcile your IT and Legal
        2. Step 2 - I is for inventory and C for central repository
        3. Step 3 - L is for lifecycle management: from procurement, deployment, and tracking to ongoing management
          1. Procurement
          2. Deployment and tracking
          3. Retirement versus redeployment
          4. Ongoing management
        4. Step 4 - L is for legal (or contract management)
      2. SAM quick tips that work
      3. Understanding Compliance, Contracts, License Types
      4. The relationship between software and contracts
      5. Contract hierarchy
      6. Software contracts and licensing types
        1. Term
        2. Subscription
        3. Enterprise License
        4. Unlimited Site License
        5. Freeware License
        6. Limited License
        7. Volume Licensing
        8. Shareware
        9. Nodelocked Licenses
        10. Simple Nodelocked Licenses
        11. Concurrent Nodelocked Licenses
        12. Use-Once Nodelocked Licenses
        13. Per-Server Licenses
        14. Network Licenses
        15. Concurrent Licenses
        16. Reservable Licenses
        17. Use-Once Licenses
        18. Per-Seat Licenses
        19. True Up
        20. Unlimited
        21. Unlimited-Capped
    5. Contract coverage
      1. How Does Transferability Affect Licenses?
      2. Upgrades
        1. Upgrade license purchase
          1. License purchase provides upgrade rights
          2. Contracts providing software product upgrades
          3. Contracts providing software product upgrades for unlimited use products
      3. Contract reconciliation and reporting
    6. Summary
  11. Understanding and Surviving Software License Compliance Audits
    1. Reducing impact
    2. Understanding the risks of non-compliance
    3. The audit response plan – steps to take when the gotcha letter arrives
      1. Why were you targeted for an audit?
    4. What's your level of non-compliance risk?
    5. A special look at the Vendor/Auditor License Compliance Review process
      1. Phase one – identification/investigation
      2. Phase two – internal notification
      3. Phase three – customer notification
      4. Phase four – audit
      5. Phase five – settlement
    6. Frequently asked questions
    7. Summary
      1. The proactive approach now
  12. ITAM Tools – What Should You Look For?
    1. Determining your current needs and future needs
      1. What to look for when selecting a tool?
    2. Asset management versus asset tracking
    3. An ideal asset management solution
      1. Asset management process considerations
      2. Common product/tool terminology
        1. Steps to consider while selecting an IT asset management tool for your business:
    4. ITAM is more than hardware and IT
      1. Strategic, tactical, and operational plagues
    5. The importance of metrics – how to measure ITAM success
      1. Measurements and metrics
        1. Actionable metrics
    6. Summary
  13. Increasing ITAM Program and Project Success Rates using Change Management
    1. Don't make ITAM the red-headed stepchild during change management
    2. Change management thinking and change management models
      1. The paradox principles
        1. Principle 1 – positive change requires significant stability
        2. Principle 2 – to build an ITAM enterprise, focus on the individual
        3. Principle 3 – true empowerment requires forceful leadership
        4. Principle 4 – focus directly on culture, indirectly
        5. Principle 5 – in order to build, you must tear down
        6. A – awareness of the need for a change
        7. D – desire—willingness to engage in and support a change
        8. K – knowledge—how to implement the change
        9. A – ability—turning knowledge into action
        10. R – reinforcement factors needed to sustain a change
        11. Combining the two models into an ITAM change management matrix
        12. Assessing the case for change
      2. What is the purpose of an ITAM vision statement?
        1. Crafting a shared vision
        2. Executive stakeholders
        3. Stakeholder management
        4. Stakeholder analysis
      3. Mobilizing commitment – attitude charting
      4. Establishing a winning team
      5. Thoughts on stakeholder assessments
        1. Separate positive from negative resistance
        2. Levels of commitment will influence the communication plan and channels
          1. Making ITAM change last
          2. How do you measure success?
        3. Performance measures and balanced scorecards
    3. Summary
  14. Now What?
    1. Scenarios
      1. Assets newly discovered scenario
      2. Unplanned event and incident scenario
      3. Maintain a managed software list scenario
    2. Changing the pace
    3. Software VRA™ real outcomes
    4. Challenges or risks you should anticipate with regards to your program
    5. Summary