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Lewis Troke
Consultant
IBM Software

Increase Efficiency by Automating IT
Asset & Service Management
(A self-funded approach to
optimizing your IT Assets)
Datacenter
Distributed
Servers &
Servers
Virtual Servers
Call the ‘Help Desk’
Single point of contact
Usually the ‘Face’ of IT if not
the Company
… and they start to ask
Questions….?
Make
Model
Serial Number
Patch Level
A/V
SW Entitlements
.
.
.
Maybe there is a better way?
Let me introduce a Customer

Accelerating IT to the
Speed of Business
Are you ready for a software license audit?

Are you still using labor and
time-intensive spreadsheets
to inventory what software is
installed?
Is the data usually inaccurate
by the time that inventory is
completed?
Can you measure how
software is used or not-used?
Self Funded Approach to Optimizing IT Asset
Management
1. Pass immediate Software audits and reclaim licenses to reduce
license spend
2. Extend ROI to servers, without adding infrastructure or staff

3. Extend ROI to manage ALL IT assets from procurement through
retirement
Why Clients Adopt Automated IT Asset
Management
•

Downgrade from superfluous suites: Client identified that, of 20K Office Professional
users, only 400 used Access. Successfully downgraded 19,600 to Office Standard to save
$30 each

•

Reclaim licenses: Client reclaimed 800 licenses of Microsoft Visio where it wasn’t being
used and replaced it with free Visio reader.

•

Identify previously unseen assets: Client’s previous inventory reports showed 2,000
laptops but, using IBM Endpoint Manager, found 2,600 laptops

•

Streamline processes: Client compressed quarterly software license reporting cycle from
ten days down to one hour.

•

Optimize license spend: Using Endpoint Manager, client was able to stop purchase of
1000 unnecessary copies of $150/seat terminal emulation software by reclaiming unused
licenses.

•

Mitigate audit fines and true ups: Client used Endpoint Manager to provide more
accurate deployment information than ‘other’ tools. Consequently avoided a $7M true-up

•

Ensure continuous compliance with operational policy: Client increased compliance
with corporate policy by locating and removing all p2p file sharing applications on their
120,000 computers on 20 minutes
Phase 1: Pass Software audits
and reduce spend
 Achieve real-time visibility into what software is
installed and how it’s used

 Identify under-used applications to reduce software
spend

 Monitor usage and related growth to accurately plan
for future needs

 Pass more audits with better compliance reports than

Real Time Visibility:








Machine Discovery
HW Inventory
SW Discovery
SW Inventory
SW Usage metering
Simple License
Compliance

5000+
Software publishers

most vendors

 Leverage payback in months to fund investment in
solution

100,000+
Application signatures out
of the box
Phase 2: Extend asset management to
servers
•Manage assets on Microsoft
Windows, UNIX and Linux
servers
•Collect inventory and deployed
software capacity data in multiple
distributed physical and virtual
environments, including VMWare
•Calculate number of Processor
Value Units (PVUs) including
supported virtualized servers that
are available to installed Passport
Advantage PVU-based software

Datacenter
Distributed
Servers &
Servers
Virtual Servers
Phase 3: Manage all assets from procurement
through retirement

Integration

SmartCloud Control Desk

Authorized Entitlements
• Authorized assets and licenses are the
inventory of record - populated via the
procurement process and other
business processes
• Assets/Software may or may not be
deployed and are central to managing
purchases, leases, warrantees, service
agreements, stockrooms and more.

Out of the Box Reconciliation
 Linkage based on unique attributes, like serial
number
 Identification of ‘authorized’ Assets missing in
Deployed Asset Inventory
 Identification of Deployed Assets missing in
‘authorized’ Asset Inventory
 Comparison of attributes /specifications
IBM SmartCloud Control Desk
A market-leading IT Asset and Service Management solution that works across the entire enterprise
IBM SmartCloud Control Desk is a comprehensive IT Service Management solution that helps reduce cost and
minimize service disruptions through automated service request handling, efficient change management, optimized
asset lifecycle management across IT and enterprise domains

IT Staff

Service
Desk

Mobile
workers

Users

Adaptive User Interface

Service
Desk &
Catalog

IT Asset
Management

Change,
Config,
Release

Common Runtime & Services
Workflow, Notification, Security,
etc.
Data about virtual & physical resources
IT
assets

Virtualized
assets

Cloud
Services

Smart
Assets

Analytics and Reporting

•Minimize outages related to changes
within IT Operations by up to 70%
•Increase Process Speed and Efficiency by
up to 40%; service quality and
responsiveness by up to 60%
•Lower cost and mitigate license compliance
risk
•Improve utilization rate and reduce
unnecessary purchases
•Adaptive, role-based simplified UI
•Access from anywhere at anytime (mobile
support)
•Reduce total cost of ownership
Service Desk, Configuration & Asset
Management
SmartCloud Control Desk supports ITIL v3 Service
Management processes
Manage a customized, searchable list of
all Services (internal or external)
available to Customers. It includes
information about deliverables, prices,
contact points, ordering and request
Processes
Handle requests from a User
for information, or advice, or
for a Standard Change or for
Access to an IT Service

Service
Catalog Mgmt

Request
Fulfillment

Service Asset and
Configuration
Management

Inventory, financial, and contractual
functions to support life cycle
management and strategic decision
making for the IT environment.
Management and traceability of every
aspect of a configuration from
beginning to end

IBM Smartcloud Control Desk
Procurement
Management

Restore normal service
operation as quickly as
possible and minimize the
adverse effects on business
operations
Resolve the root causes of
incidents to minimize
impact on enterprise and
prevent recurrence

Incident
Management

Single Product
Single Install
Single Maintenance Stream
Simplified License Model
Asset/CI Linkages
Asset/CI Conversions

Asset/CI Lifecycle Merge
Holistic Service Management
Quicker Time to Value
Multiple Delivery Models
Simplified Pricing Model
Lower Cost of Ownership

License
Management

Problem
Management

Ensure that standardized
methods and procedures are
used for efficient handling of
all changes

Change
Management
Release
Management

Knowledge
Management

Verifies the availability of licensed, tested, and
version-certified software and hardware, which
functions as intended when introduced into
existing infrastructure
13

Creation, routing and
management of requests,
purchase orders, contracts
and terms and conditions

Auditable, reportable lifecycle of
various license types and terms.

Gather, analyze, store and share
knowledge and information within
the organization.
Client Story
• Overview

Career Education Corporation (CEC) offers doctoral, master’s, bachelor’s and
associate degrees as well as diploma and certificate programs to more than 75,000
students across the world online, through its campuses and in a hybrid environment

• Business need:
Career Education Corporation (CEC) used a fragmented endpoint management
system to track thousands of endpoints at 80 campuses and 10 offices. It needed
to centrally manage software and hardware assets

• Solution:
CEC selected IBM® Endpoint Manager software as its software asset management
tool and extended it to hardware asset management, patching, antivirus updating
and laptop encryption

• Benefits:
By replacing manual patching, testing, deploying and remediating processes for
more than 20,000 endpoints, CEC gained the visibility and control necessary to
ensure software and security compliance

"While software audits initially drove our search for a new solution, we discovered that we needed
endpoint management consistency throughout the entire enterprise.
IBM Endpoint Manager software provided all that in a single tool."
14

- Jeff Lemke, Director of IT site operations
Companies have a lot to gain by maintaining
control ofmassive unplanned expenses, increase productivity and provide
IT assets.
They can avoid
easy access to information for decision making. When designing an IT asset
management (ITAM) program, keep these tips in mind:

1. Someone has to be responsible. Every successful project starts with people, then process, then technology and ITAM touches
every part of a business.
1. Circle of life. Like most things in life, assets follow a lifecycle: plan, procure, deploy, manage and retire
2. One source of truth. To be successful, it is important to agree on a common asset repository to be your organization's one source
of truth.
3. Visibility through metrics and reporting. You can't manage what you can't measure and you can't measure what you can't see.
4. Automation is your friend. Apply modern technology to automate these manual, error-prone processes
5. Provide self-service options. Provide a clear, concise and easy to use portal for people to find and request items. Automate as
much of the fulfillment as possible to speed up delivery.
6. Money is the language of business. Every asset has a cost, and money is the language of business. Integrate ITAM with IT financial
management to earn more respect from the rest of your business.
7. Reduce the pain of software audits. Anyone who has experienced a software audit knows that poor software asset management
can be a significant expense to the company, not to mention a compliance risk.
8. Don't forget about consumables. While these items may not meet traditional price thresholds to be considered assets by finance,
they do follow a lifecycle that could benefit from being tracked in an ITAM system.
9. Cloud. Non-physical items like virtualized and cloud-based resources can be assets as well. To avoid sprawling resources and
unplanned expenses, these must also be treated as assets that require lifecycle tracking and financial management.
Need to Scale?

Don’t have the Infrastructure resources to hand?
In Summary
• Integrating an Automating your IT Asset
Management and Service Desk saves:
• Time
• Money
• Reputation

• Open Standards Based
• ITIL out of the Box

• Ready for Cloud
• For Scale
• For ease of deployment
• Lower Cost
Lewis Troke
Consultant
IBM Software

Increase Efficiency by Automating IT
Asset & Service Management
(A self-funded approach to
optimizing your IT Assets)
US Foods

Symantec Altiris

IBM Endpoint Manager

Deployment to 15,000 desktops, laptops,
Macs and servers

Over a year

30 days

Endpoint Agents

5-10

1 (<2% CPU; 10-15MB RAM

Collect and assimilate software installation
and licensing

10 hrs/week for six
months

1 day

Dedicated servers and databases

67

1

FTEs

6

1

Patch all endpoints, on and off network

7-10 business days

1 day with 98-99% first-pass
success

Annual compliance fines

$1M+

<$7K

Collect asset data from newly acquired
companies; before they’re on the USF
network

20 days

1 day

"Out of the box, IBM Endpoint Manager software dramatically streamlined our patch
deployment processes…, increased confidence in our software usage data and
enhanced our lifecycle management and power management processes significantly."
Dan Corcoran, Director of Client Technology, US Foods

Published
Use Case
Success Story
• Overview
US Foods is a leading distributor of more than 350,000 products to over 250,000
customers, including independent and multiunit restaurants, healthcare and
hospitality entities, and government and educational institutions

• Business need:
US Foods needed an automated, centralized endpoint management solution to
replace cumbersome software compliance monitoring and application deployment
processes across 15,000 endpoints.

• Solution:
The company selected IBM® Endpoint Manager software for lifecycle management,
software usage analysis, power management, and security and compliance.

• Benefits:
IBM Endpoint Manager software helped US Foods reduce patch deployment times
by 80 percent, saving USD$500,000 on software licenses and avoiding more than
USD1 million in license noncompliance fines.

"Out of the box, IBM Endpoint Manager software dramatically streamlined our patch deployment
processes…, increased confidence in our software usage data and enhanced our lifecycle
management and power management processes significantly."
- Dan Corcoran, Director of client technology
21
IBM Solutions Connect 2013 - Increase Efficiency by Automating IT Asset & Service Management

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IBM Solutions Connect 2013 - Increase Efficiency by Automating IT Asset & Service Management

  • 1. Lewis Troke Consultant IBM Software Increase Efficiency by Automating IT Asset & Service Management (A self-funded approach to optimizing your IT Assets)
  • 3. Call the ‘Help Desk’ Single point of contact Usually the ‘Face’ of IT if not the Company … and they start to ask Questions….? Make Model Serial Number Patch Level A/V SW Entitlements . . .
  • 4. Maybe there is a better way? Let me introduce a Customer Accelerating IT to the Speed of Business
  • 5. Are you ready for a software license audit? Are you still using labor and time-intensive spreadsheets to inventory what software is installed? Is the data usually inaccurate by the time that inventory is completed? Can you measure how software is used or not-used?
  • 6. Self Funded Approach to Optimizing IT Asset Management 1. Pass immediate Software audits and reclaim licenses to reduce license spend 2. Extend ROI to servers, without adding infrastructure or staff 3. Extend ROI to manage ALL IT assets from procurement through retirement
  • 7. Why Clients Adopt Automated IT Asset Management • Downgrade from superfluous suites: Client identified that, of 20K Office Professional users, only 400 used Access. Successfully downgraded 19,600 to Office Standard to save $30 each • Reclaim licenses: Client reclaimed 800 licenses of Microsoft Visio where it wasn’t being used and replaced it with free Visio reader. • Identify previously unseen assets: Client’s previous inventory reports showed 2,000 laptops but, using IBM Endpoint Manager, found 2,600 laptops • Streamline processes: Client compressed quarterly software license reporting cycle from ten days down to one hour. • Optimize license spend: Using Endpoint Manager, client was able to stop purchase of 1000 unnecessary copies of $150/seat terminal emulation software by reclaiming unused licenses. • Mitigate audit fines and true ups: Client used Endpoint Manager to provide more accurate deployment information than ‘other’ tools. Consequently avoided a $7M true-up • Ensure continuous compliance with operational policy: Client increased compliance with corporate policy by locating and removing all p2p file sharing applications on their 120,000 computers on 20 minutes
  • 8. Phase 1: Pass Software audits and reduce spend  Achieve real-time visibility into what software is installed and how it’s used  Identify under-used applications to reduce software spend  Monitor usage and related growth to accurately plan for future needs  Pass more audits with better compliance reports than Real Time Visibility:       Machine Discovery HW Inventory SW Discovery SW Inventory SW Usage metering Simple License Compliance 5000+ Software publishers most vendors  Leverage payback in months to fund investment in solution 100,000+ Application signatures out of the box
  • 9. Phase 2: Extend asset management to servers •Manage assets on Microsoft Windows, UNIX and Linux servers •Collect inventory and deployed software capacity data in multiple distributed physical and virtual environments, including VMWare •Calculate number of Processor Value Units (PVUs) including supported virtualized servers that are available to installed Passport Advantage PVU-based software Datacenter Distributed Servers & Servers Virtual Servers
  • 10. Phase 3: Manage all assets from procurement through retirement Integration SmartCloud Control Desk Authorized Entitlements • Authorized assets and licenses are the inventory of record - populated via the procurement process and other business processes • Assets/Software may or may not be deployed and are central to managing purchases, leases, warrantees, service agreements, stockrooms and more. Out of the Box Reconciliation  Linkage based on unique attributes, like serial number  Identification of ‘authorized’ Assets missing in Deployed Asset Inventory  Identification of Deployed Assets missing in ‘authorized’ Asset Inventory  Comparison of attributes /specifications
  • 11. IBM SmartCloud Control Desk A market-leading IT Asset and Service Management solution that works across the entire enterprise IBM SmartCloud Control Desk is a comprehensive IT Service Management solution that helps reduce cost and minimize service disruptions through automated service request handling, efficient change management, optimized asset lifecycle management across IT and enterprise domains IT Staff Service Desk Mobile workers Users Adaptive User Interface Service Desk & Catalog IT Asset Management Change, Config, Release Common Runtime & Services Workflow, Notification, Security, etc. Data about virtual & physical resources IT assets Virtualized assets Cloud Services Smart Assets Analytics and Reporting •Minimize outages related to changes within IT Operations by up to 70% •Increase Process Speed and Efficiency by up to 40%; service quality and responsiveness by up to 60% •Lower cost and mitigate license compliance risk •Improve utilization rate and reduce unnecessary purchases •Adaptive, role-based simplified UI •Access from anywhere at anytime (mobile support) •Reduce total cost of ownership
  • 12. Service Desk, Configuration & Asset Management SmartCloud Control Desk supports ITIL v3 Service Management processes Manage a customized, searchable list of all Services (internal or external) available to Customers. It includes information about deliverables, prices, contact points, ordering and request Processes Handle requests from a User for information, or advice, or for a Standard Change or for Access to an IT Service Service Catalog Mgmt Request Fulfillment Service Asset and Configuration Management Inventory, financial, and contractual functions to support life cycle management and strategic decision making for the IT environment. Management and traceability of every aspect of a configuration from beginning to end IBM Smartcloud Control Desk Procurement Management Restore normal service operation as quickly as possible and minimize the adverse effects on business operations Resolve the root causes of incidents to minimize impact on enterprise and prevent recurrence Incident Management Single Product Single Install Single Maintenance Stream Simplified License Model Asset/CI Linkages Asset/CI Conversions Asset/CI Lifecycle Merge Holistic Service Management Quicker Time to Value Multiple Delivery Models Simplified Pricing Model Lower Cost of Ownership License Management Problem Management Ensure that standardized methods and procedures are used for efficient handling of all changes Change Management Release Management Knowledge Management Verifies the availability of licensed, tested, and version-certified software and hardware, which functions as intended when introduced into existing infrastructure 13 Creation, routing and management of requests, purchase orders, contracts and terms and conditions Auditable, reportable lifecycle of various license types and terms. Gather, analyze, store and share knowledge and information within the organization.
  • 13. Client Story • Overview Career Education Corporation (CEC) offers doctoral, master’s, bachelor’s and associate degrees as well as diploma and certificate programs to more than 75,000 students across the world online, through its campuses and in a hybrid environment • Business need: Career Education Corporation (CEC) used a fragmented endpoint management system to track thousands of endpoints at 80 campuses and 10 offices. It needed to centrally manage software and hardware assets • Solution: CEC selected IBM® Endpoint Manager software as its software asset management tool and extended it to hardware asset management, patching, antivirus updating and laptop encryption • Benefits: By replacing manual patching, testing, deploying and remediating processes for more than 20,000 endpoints, CEC gained the visibility and control necessary to ensure software and security compliance "While software audits initially drove our search for a new solution, we discovered that we needed endpoint management consistency throughout the entire enterprise. IBM Endpoint Manager software provided all that in a single tool." 14 - Jeff Lemke, Director of IT site operations
  • 14. Companies have a lot to gain by maintaining control ofmassive unplanned expenses, increase productivity and provide IT assets. They can avoid easy access to information for decision making. When designing an IT asset management (ITAM) program, keep these tips in mind: 1. Someone has to be responsible. Every successful project starts with people, then process, then technology and ITAM touches every part of a business. 1. Circle of life. Like most things in life, assets follow a lifecycle: plan, procure, deploy, manage and retire 2. One source of truth. To be successful, it is important to agree on a common asset repository to be your organization's one source of truth. 3. Visibility through metrics and reporting. You can't manage what you can't measure and you can't measure what you can't see. 4. Automation is your friend. Apply modern technology to automate these manual, error-prone processes 5. Provide self-service options. Provide a clear, concise and easy to use portal for people to find and request items. Automate as much of the fulfillment as possible to speed up delivery. 6. Money is the language of business. Every asset has a cost, and money is the language of business. Integrate ITAM with IT financial management to earn more respect from the rest of your business. 7. Reduce the pain of software audits. Anyone who has experienced a software audit knows that poor software asset management can be a significant expense to the company, not to mention a compliance risk. 8. Don't forget about consumables. While these items may not meet traditional price thresholds to be considered assets by finance, they do follow a lifecycle that could benefit from being tracked in an ITAM system. 9. Cloud. Non-physical items like virtualized and cloud-based resources can be assets as well. To avoid sprawling resources and unplanned expenses, these must also be treated as assets that require lifecycle tracking and financial management.
  • 15. Need to Scale? Don’t have the Infrastructure resources to hand?
  • 16. In Summary • Integrating an Automating your IT Asset Management and Service Desk saves: • Time • Money • Reputation • Open Standards Based • ITIL out of the Box • Ready for Cloud • For Scale • For ease of deployment • Lower Cost
  • 17. Lewis Troke Consultant IBM Software Increase Efficiency by Automating IT Asset & Service Management (A self-funded approach to optimizing your IT Assets)
  • 18.
  • 19. US Foods Symantec Altiris IBM Endpoint Manager Deployment to 15,000 desktops, laptops, Macs and servers Over a year 30 days Endpoint Agents 5-10 1 (<2% CPU; 10-15MB RAM Collect and assimilate software installation and licensing 10 hrs/week for six months 1 day Dedicated servers and databases 67 1 FTEs 6 1 Patch all endpoints, on and off network 7-10 business days 1 day with 98-99% first-pass success Annual compliance fines $1M+ <$7K Collect asset data from newly acquired companies; before they’re on the USF network 20 days 1 day "Out of the box, IBM Endpoint Manager software dramatically streamlined our patch deployment processes…, increased confidence in our software usage data and enhanced our lifecycle management and power management processes significantly." Dan Corcoran, Director of Client Technology, US Foods Published Use Case
  • 20. Success Story • Overview US Foods is a leading distributor of more than 350,000 products to over 250,000 customers, including independent and multiunit restaurants, healthcare and hospitality entities, and government and educational institutions • Business need: US Foods needed an automated, centralized endpoint management solution to replace cumbersome software compliance monitoring and application deployment processes across 15,000 endpoints. • Solution: The company selected IBM® Endpoint Manager software for lifecycle management, software usage analysis, power management, and security and compliance. • Benefits: IBM Endpoint Manager software helped US Foods reduce patch deployment times by 80 percent, saving USD$500,000 on software licenses and avoiding more than USD1 million in license noncompliance fines. "Out of the box, IBM Endpoint Manager software dramatically streamlined our patch deployment processes…, increased confidence in our software usage data and enhanced our lifecycle management and power management processes significantly." - Dan Corcoran, Director of client technology 21