Implementing a global award winning SAM program, from Jochen Hagenlocher of Novartis Pharma AG

1. The ITAM Review UK Conference 2017
Implementing a Global Award
Winning SAM Program:
Jochen Hagenlocher - Head SAM
Novartis Pharma AG

2. The ITAM Review UK Conference 2017
Implementing a Global Award Winning SAM Program
Content
• Novartis – Company introduction
• SAM Challenges in any Global Enterprise
• Building an award winning SAM
• SAM Roadmap 2014-2016
• Global SAM @ Novartis today
• Introducing our SAM service
• SAM System Landscape
• What does success look like?

3. The ITAM Review UK Conference 2017
Novartis – A world leading healthcare company
Our
strategy
is
to
use
science-­‐based
innova3on
to
deliver
be5er
pa3ent
outcomes.
We
aim
to
lead
in
growing
areas
of
healthcare.
We
focus
where
our
skills
can
help
address
great
medical
need:
Oncology
Cardiovascular
Respiratory
Neuroscience
Immunology
and
dermatology
Eye
care

4. The ITAM Review UK Conference 2017
...with
industry-­‐leading
businesses
in
growing
areas
of
healthcare
Innovative medicines Eye care devices
Alcon
Generics & biosimilars
Sandoz
Development
Manufacturing
Business Services
Novartis
Pharmaceuticals
Novartis
Oncology
Research

5. The ITAM Review UK Conference 2017
SAM
Challenges
in
any
Global
Enterprise
External
influencers
Cloud
and
Digital
Transforma3on
ShiG
towards
subscrip3ons,
move
away
from
perpetual
Cloud
causes
oGen
a
loss
of
spend
transparency
Increasingly
aggressive
Publishers
Audits
as
Marke3ng
instrument
Complex
Metrics
and
Demand
Calcula3on
M&A
Ac3vity
Publishers
Increased
appe3te
by
business
for
Cloud
Solu3ons
Lack
of
internal
governance,
growing
Shadow
IT
Demanding
business,
M&A
Ac3vity,
internal
Enterprise
Fragmented
SW
Spend,
TCO
not
Managed
Clients,
Servers,
Cloud
managed
separately
Cloud,
SaaS,
GTC’s,
BYOD,
BIG
data
scenarios
Tool
Landscape,
Provisioning,
Discovery
Quality
Internal
influencers

6. The ITAM Review UK Conference 2017
6
• Clients,
Servers,
Mobile
devices
• Scan,
normalize,
report
• Spend
centraliza3on
• Direct
Rela3onships
with
Mega
Vendors
and
Use
Global
SW
Resellers
• Follow
the
money
and
risk
• Draw
conclusions,
drive
value
• Pooling,
metering,
re-­‐harves3ng
• Periodical
compliance
checks
• Manage
audits
Governance
Processes
Systems
People
Know
what’s
installed
used
Manage
and
OpCmize
Manage
PorEolio
&
Lifecycle
Know
what’s
purchased
• Assign
SW
to
SW-­‐Classes
• Manage
SW-­‐Classes
• Limit
SW-­‐Versions
• Limit
number
of
Apps
doing
the
same
thing*
Building
a
Global
Award
winning
SAM
-­‐
Sept
2014-­‐Dec
2015
*Ongoing
Ini3a3ve

7. The ITAM Review UK Conference 2017
Use
exis3ng
tools
and
services
to
run
local
SAM
opera3ons
SAM+
• Maximize
Value/Impact
beyond
tradi3onal
license
Management
• SAM
On/Offshore
service
model
implemented
• SAM
as
data
provider
for
Applica3on
Por`olio
Ra3onaliza3on
• SW
License
Turntable,
Opera3onal
management
of
SW
purchases
• Taking
SAM,
Finance,
Sourcing,
IT
and
Legal
aspects
into
account
when
evalua3ng
SW
products
for
business
needs
SAM
Program
• SAM
Tool
selected
and
setup
up
• Onboarding
of
Top
12
publishers
• SAM
Process
Descrip3on,
Governance
framework
• Global
SW
Reseller
selected
• Punch-­‐out
catalogs,
e-­‐PO,
e-­‐
Invoice,
SW-­‐En3tlements
Interface
• Offshore
service
partner
for
SW
request
management
implemented
• SAM
managed
Service
Provider
selected
StarCng
Point
• Geographical
and
organiza3onal
fragmented
SW
License
Management
• Lacking
full
visibility
of
HW
and
SW
assets,
en3tlements,
usage
and
global
compliance
• Inefficient
processes,
high
licensing
costs
• Constant
threat
of
non-­‐
compliance
2013
2014-­‐2015
2016+
Select
and
Implement
state-­‐of-­‐the-­‐art
tools
with
central
management
and
governance
SAM
Roadmap
2014-­‐2016

8. The ITAM Review UK Conference 2017
Global SAM @ Novartis today
20’000 servers
Server SAM
SmartTrack 4.1.2
SIM 2.4.0
SAM Tool
IGM SAM
Standard
SAM
Governance
On/Offshore Team
SoftwareONE Managed
Service
SAM Team
140’000 clients
Client SAM
73’000 mobile devices
Mobile SAM
Future service for O365
Azure, AWS, Salesforce/Veeva
Cloud SAM
Business Partnering
Procurement Support
Demand Management
SAM Advisory
150’000 SW requests per year
SoftwareONE Managed
Service
SW Request Service
(SRS)
SAM Procurement &
Finance
Comm
s
Int Audit
Enforc
e
Ext
Audit
Partnering with
Portfolio Mgmt
53 client products
in scope
Use or Lose

9. The ITAM Review UK Conference 2017
Introducing our SAM Service
SAM
Managed
Service
• Managed
service
provided
by
global
SAM
partner
• Scope:
Raw
data
loads,
SW
recogni3on,
effec3ve
demand,
en3tlements
collec3on,
compliance
repor3ng,
license
clearing
desk,
SAM
tool
opera3ons,
audit
support,
advisory
Applica3ons
• Full
SW
scope
-­‐
collect
SW
deployment
and
usage
data
across
all
Novar3s
sites
(including
SaaS)
• Procure
directly
or
via
selected
resellers
with
integrated
end-­‐to-­‐
end
processes
Hardware
• Full
coverage
of
device/subscrip3on
estate
140k
clients,
20k
servers,
73k
mobile
devices,
cloud
Internal
Advisory
• Provide
SAM
insights
to
IT,
business
and
sourcing
to
enable
op3mized
IT
architecture
and
contrac3ng
• Work
with
por`olio
mgmt
to
op3mize
enterprise
SW
por`olio
SoGware
Request
Service
• End-­‐user
SW
request
handling
based
on
business
rules
• Service
team
offshored
(India),
Analy3cs
and
service
repor3ng
• 150’000
request
reviews
and
approvals
annually,
serving
24x5
Who are we? What we do to manage a world-class SAM
Novar3s
SAM
core
team
in
a
hybrid
on-­‐/offshore
mode
of
opera3on,
supported
by
procurement,
finance,
legal,
IT
Our
Focus
• SW
on
clients,
servers,
mobile
devices,
Cloud
• Ensure
compliance
with
usage
policies
and
SW
license
agreements
• Iden3fy
and
mi3gate
SW
licensing
risks,
op3mize
cost
• Advise
IT
to
op3mize
usage
and
architecture
• Provide
support
for
strategic
decision
making

10. The ITAM Review UK Conference 2017
Existing Systems Landscape
SAM System Landscape
IT Infrastructure
Procurement
Direct and indirect Relationships
16 Cat A Publishers: MS, SAP, Adobe, IBM etc.
Top 12Top 12
Relationship through global Reseller
>300 Cat B/C/D Publishers
Top 16 Reseller
SmartTrack
Clients, servers, mobile Reseller SW Inventory
Reseller Portal
Contract dataScan data
Mobile
Iron
ADDM SCCM
SAMGovernance
SAMProcess
SWPortfolioManagement(ongoinginitiative)
SAP/ERP SAP/CLM SAP/SRM IXOS Archive SAP BW SAP PISW Self-Service
Portal
Packaging
Altiris
Ariba Supplier Network EDI for Purchase Orders and Invoices

11. The ITAM Review UK Conference 2017
What does success look like?
SAM
Managed
Service
fully
established
delivering
expected
results
Con3nued
value
creaCon
through
license
op3miza3on
and
avoidance
Enterprise-­‐wide
collaboraCon
across
all
IT
and
business
func3ons,
globally
No
audit
surprises
High
level
of
adherence
to
SAM
processes
and
good
governance
Recognized
as
an
industry-­‐leading
service
Fully
Integrated
World-­‐class
SAM
SAM
established
as
data
provider
to
enable
significantly
raConalized
applicaCon
porEolio

12. The ITAM Review UK Conference 2017
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