new strategies to better manage your hardware and software assets

ca Intellicenter

New Strategies to Better Manage your Hardware and Software AssetsFirst Horizon National CorporationGenworth FinancialNatixisStefanini

Session ICX19P #CAWorld

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Abstract

Asset Management gets more complex every day. Hear stories and advice from 5 experts who have lived it and learned what works and what doesn't in managing hardware and software assets. Topics explored will include best practices like properly setting expectations, expanding Service Management maturity, reducing costs with hosted approaches and reaping business benefits like gaining leverage in contract negotiations, software audit risk mitigation, license cost savings and more.

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Panel Session

Don Kuelbs

Genworth Financial

Senior Infrastructure Architect

StormySmelcer

First Horizon National Corporation

VP of Procurement Operations

Brian McGushin

Stefanini

Global SaaS Delivery

DidierGuitoger

Jean-Luc Fontaine@Dguitoger

Natixis, Compliance Software Manager

Success with Software Asset Management

Stormy Smelcer

First Horizon National CorporationVP of Procurement Operations

5 © 2014 CA. ALL RIGHTS RESERVED.

Agenda

PRIMARY DRIVERS

PROJECT OVERVIEW/SCOPE

CURRENT STATE AND BENEFITS

1

2

3



Reconciling fixed asset list

Vendor software audits

Reallocation of software

Reduce risk for non-standard software

Procure software at the best price

PRIMARY DRIVERS FOR IMPLEMENTING A SAM PROGRAM



Developed a wish list

Engaged vendors to present solutions

Keys to success– Set realistic timelines

– Document process flows

– Management support

PROJECT OVERVIEW/SCOPE



Fully automated hardware/software asset tracking

Complete inventory for hardware and software

Real-time software compliance

Reallocated employee tasks

Strategy to procure software

Software compliance team

Integration with other departments

CURRENT STATE AND BENEFITS

Implementing Software Compliance:Preparing, Setting Expectations and Implementing

Don Kuelbs

Genworth FinancialSenior Infrastructure Architect


Agenda

DETERMINE PROJECT SCOPE

DETERMINE REQUIRED RESOURCES

LESSONS LEARNED

SET EXPECTATIONS

IMPLEMENTATION STEPS

PROCESS IMPROVEMENTS

1

2

3

4

5

6


Implementing Software Compliance:Preparing, Setting Expectations and Implementing

What are the needs?– Avoiding software audit risks

– Reducing software costs

– Management reporting

– Creating consistent processes

– Reducing manual effort

DETERMINING PROJECT SCOPE


Implementing Software Compliance;Preparing, Setting Expectations and Implementing

Licenses– There may be multiple sources

Vendors, Accounts Payable, Purchasing, IT

Software– Needs to be pulled from multiple sources depending on needs

Desktops, Laptops, Citrix, Virtual Devices, Servers, Mobile Devices

DETERMINING REQUIRED RESOURCES



Stakeholders– IT management must buy in to project

– Goals must be realistic

Start small

Start with something that gives a return on investment

Start with something that can be done quickly

SETTING EXPECTATIONS



Determine data sources– How to gather software inventory

– How collect license information

– How to collect financial data ( cost centers, etc. )

– How to get user information

– How to get Compliance engine updates

IMPLEMENTATION STEPS



Licenses– Can number of vendors be reduced

– Can information feeds be automated

Software– Can inventory information be automated

– Can devices be eliminated

PROCESS IMPROVEMENTS



Get management backing

Get access to all of the required data sources

Get the right training to a motivated team

Don’t expect that any vendor / product will ever be done

LESSONS LEARNED


SummaryWhat was learned

Results

Implementing a software compliance system take a great deal of preparation. It is getting the details right that make the difference between success and failure. Ensure that you have adequate management backing, access to the right data and the right people on the team and it can be done.

Managing a Successful Software Asset Management Project

Didier Guitoger Jean-Luc Fontaine

NatixisCompliance Software Manager@DGuitoger


Agenda

PRESENTATION OF NATIXIS AND CONTEXT OF THE PROJECT

CHALLENGES AND TARGETS OF SOFTWARE ASSET MANAGEMENT

PHASES OF THE PROJECT

PROJECT SUMMARY

LESSONS LEARNED

1

2

3

4

5


Americas

2,512 employees

EMEA

13,239 employees

Asia-Océania

514 employees

More than 16 000 employees

in 36 countries

april 2014

Natixis Background

Natixis is the corporate, investment and financial services arm of Groupe BPCE, the 2nd-largest banking group in

France with 36 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne.

With more than 16,000 employees, Natixis has a number of areas of expertise that are organized into three main business lines:

- Wholesale Banking

- Investment Solutions & Insurance

- Specialized Financial Services.

Main activities of the “IT Governance” in the operations and information systems department

- Norms and Standards

- Software asset management

- Infrastructure TCO of business applications



Challenges – Manage and control complex software license cost

– Reduce the risk of software audits, fraud and penalties

Targets– Follow software licenses by understanding “who is using what”

CHALLENGES AND TARGETS OF SOFTWARE ASSET MANAGEMENT

PROJECT

Goal : Limit investments on services (prove SAM has added value)

Perimeter : WorldWide / All publishers / All devices (Server, Desktop)

Management : Phase 1 – Inventory / Phase 2 – Compliance implementation


Deployment of CA Client Automation* / Connect SCCM

Agent deployment time consuming(a lot of OS and constraints linked withproduction)

Search for installed software on 30.000 devices• Windows: easy (ARP ref)• Unix: easy (usage RPM) to complex (no PKG)• Results: 3.600 Manufacturers and 30.000 products

Search by signature• Unknown software must be created in the catalog• Complex work to do (you must know what you are looking for)

Specific script for software options • Good knowledge of the software necessary• Security: Access must be allowed at DB

CA Client Automation• Deployment easy and quick (virtual

machine) • Standard Connector for SCCM

Existing

CA Client Automation

SCCM

Windows AgentAIX Agent

Linux Agent

Solaris Agent

* CA Client Automation was previously called CA IT Client Manager (CA ITCM)

Managing a Successful Software Asset Management ProjectPROJECT MANAGEMENT – PHASE 1 : INVENTORY (02/2013 – 08/2013)


Interfaces developed by Natixis• Target: collect all relevant information necessary

for calculation usage

Product recognition• Reconciliation between an article and discovered software• Windows (ARP): 82% - Unix (Heuristic): 53% • Recognition results: 98 Manufacturers and 900 Products

• Actual limit of our internal process : PUR are not contained in the ContractRepository.

• Manual treatment to formalize PUR in repository

Interface CA Client Automation/SAM (done by CA)• CA Client Automation inventory imported in SAM database

CA Client Automation– Inventory data

CA Software Asset Management

import

Order RepositorySoftware Article ordered

(base license/update)

CMDB DeviceStatus, Env, Localization, Owner

OrganizationUser, Dept.

Contract RepositoryManufacturer, contract number,

period and date

Interface Building and Product Recognition

Managing a Successful Software Asset Management ProjectPROJECT MANAGEMENT – PHASE 1 : INVENTORY (02/2013 – 08/2013)



07/2013 - 09/2013 (learning with CA Services)

• Choice Microsoft. Product had to be in Workstation & Server with different usage metrics (CPU/User/Device)

• Contractual event coming (true-up)

From 10/2013 till now

• Creation of a new team and new activity

• Progress on all publishers linked withcontractual compelling events and compliance risks

Compliance Software Dept.

ITCM

Usage Right Collection

Admin Compliance

Software and License Key

SAM

Purchasing Dept.

Purchasers

Contracts Repository

Commitment Dept.

Admin Orders

Order Repository

Manufacturers

Providers

Ask to create a contract

Order

Installer

Applicant

Ask for commitment

Sof

twar

e D

istr

ibut

ion

Creation of contract

Inventoryréconciliation

Data collection Data c

ollect

ion

Result of this phase :• Respect of the contractual due dates (tool accelerates the calculation)

• Control of the installed and used software (script of collection and calculation rule identified and created for every product)

• Identification of over and under use of products (Limitation of use for Sharepoint and Lync advanced function)

• Reduction of the usually committed amount (spend exactly the real usage)

PROJECT MANAGEMENT – PHASE 2 : COMPLIANCE IMPLEMENTATION (07/2013 – till now)


Summary The CA Software/Services enabled us to implement tools and procedures to control software assets. With this

project, the management was convinced of efficiency and added value of this new activity and SAM tool.

New ambitions Increase data quality and extend international coverageWhat we are expecting from software vendors in our quality goal ISO/19770-2 and -3 adoption for software tagging Have a SKU (Software Keeping Unit) for all the articles ordered

18 novembre 201425

=> 2015-2016 (our next goal)

REALIZED

IN PROCESS

=> (2012 – 2013)

=> 2014 (the Projet goal)

=> If we want to be certified

PROJECT SUMMARY



Good software compliance is based on 3 elements :

– Time To deploy and manage the inventory Agent

To define and improve the collection of inventory data (Signature Catalog, Interface)

– Knowledge : We discover only what we already know and find more easily what we already know we have purchased

To identify which information is necessary to calculate the usage, where to find it and how to create the calculation rules (no assumptions!)

– Quality To get a reliable data source.

Work to improve the reliability of the data.

LESSONS LEARNED

The SAM Tool is just a means to accelerate the calculation

The human being guarantees the result!


Hosted IT Asset Management SaaS+

Brian McGushin

StefaniniGlobal SaaS Delivery


Stefanini

Brazil

Alphaville

Aracaju

Belém

Belo Horizonte

Brasília

Curitiba

Fortaleza

Jaguariuna

Juiz de Fora

Macaé

Poços de Caldas

Porto Alegre [ 2 ]

Recife

Rio de Janeiro [ 2 ]

Salvador

São Caetano

São Leopoldo

São Paulo [ 6 ]

Sorocaba

Vitória

AMERICA

Canada

Toronto

U.S.

Atlanta

Chicago

Davenport

Detroit

Ft. Lauderdale

Houston

New York

Richmond

Mexico

Guadalajara

Mexico City

Monterrey

Queretaro

Toluca

El Salvador

Panama

Panama City

Argentina

Buenos Aires

Cordoba

Colombia

Barranquilla

Bogota

Medellín

Chile

Santiago

Peru

Lima [2]

Uruguay

Montevideo

Venezuela

Caracas

AFRICA

Angola

South Africa

Port Elizabeth

Pretoria

ASIA

China

Jilin

Shanghai

India

Hyderabad

Noida

Malaysia

Kuala Lumpur

Philippines

Manila

Thailand

Bangkok

Rayong

OCEANIA

Australia

Melbourne

84offices

33countries

35languages

76cities

EUROPE

Belgium

Brussels

Denmark

Kobenhavn

France

Paris

Germany

Cologne

Italy

Rome

Netherlands

Amsterdam

Poland

Krakow

Warsaw

Portugal

Lisbon

Romania

Bucharest

Sibiu

Sweden

Stockholm

Switzerland

Lausanne

Neuchatel

Spain

Madrid

U.K.

Bracknell

Brentwood

London

Solihull


Stefanini’s Core Capabilities

Managed Services

Strategic Staffing – Applications, Infrastructure, ERPs

Project-Based Systems Integration and Development

Consulting

IT Infrastructure Outsourcing• Service Desk• Desktop Management• Data Center Management

Application Lifecycle Management• Support• Maintenance • Development

BPO - eClinical Trial Support

Custom Software Development • Mainframes – IBM• Web Environment• Client Server• Mobile Device Applications

Systems Integration Projects (SOA)

Content Management Portals• SharePoint• SAP

Infrastructure Projects

SAP Consulting Services • Implementation • Roll-Out/Upgrade Projects

Spot Consulting

Architecture Consulting Services (SOA)

Business Intelligence Consulting

CA Technologies ITSM Tools

IT Asset Management Consulting

SAP – Oracle – JD Edwards – Dot Net – ASP – Cobol – Java/J2EE – SQL Server – LAN/WAN/NW Adm – NT Support – UNIX – Web Methods –Weblogic – Service Desk Support Tier I, II and III – C, C#, C++, PL/SQL – VB – Visual C++ – PMP – Cognos – TM1 – Oracle – Sharepoint – BizTalk –Xgen – Forms – SAS – PL/SQL – Documentum – CICS – DB2 – MVS – Natural – Rational – QA – Testers/Test Analysts – BASEL I ,II & III – and more

Strategic Staffing – Applications, Infrastructure, ERPs


IT Asset Management (ITAM)Introduction & Methodology

Optimized Lifecycle Management

Getting to the Golden Record


ExtendUpgradeAdminister

Asset Management is Ideal for SaaS Managed Service

AdoptionImplementation

Months

Configuration

Weeks Days

Business Users < 2 FTE

Tenant

Reporting

Automatic

Basic

BetterBest

Inclusive

Time to Value

Specialized Resources

Cost of Ownership

TODAY

CA

Weeks

ARS, Java, Custom Business as Usual

Database

Modular, Complex$

Customizations

31


32

Sweet spot is the right mix of each

People

ProcessTechnology

People + Process + Technology = “SaaS+” Asset Management

Difference between SMART $and BIG $ is the ability to deliver the right mix of each

Managed service provides the best practice process approach, the people and the technology

Success is in the delivery


For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

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ensure it links to correct pageManagement Cloud





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For Informational Purposes Only

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and Customers.

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