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Pocket CIO – The Guide to Successful IT Asset Management
Dedication
Packt Upsell
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Preface
A guide to saving money making money and staying in compliance
Who this book is for
What this book covers
What you need for this book
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Conventions used
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ITAM – It's Not Just IT's Problem or Function
Key benefits of ITAM
What are we getting out of the IT investment?
The challenge of IT
Cost management
The hidden cost of technology
Software
Hardware
Critical downtime leads to lost revenue
The distractions of technology
Cost control mechanisms
Why manage IT assets?
How does ITAM help?
Why finance executives need to pay attention
What makes ITAM so important?
Tips for a positive working relationship – on both sides
Building the case for ITAM
Leadership
Leadership is not about luck
Management No-Go on ITAM
ITAM will but management isn't buying – points to demonstrate value of an ITAM program
Get funded in a bad budget year
Summary
ITAM Strategy and Plan
Are you ready for the evolution?
Key initiatives that lay your foundation
ITAM fundamentals
Defining what ITAM is
What ITAM isn't
What ITAM is
The ITAM lifecycle
Phase one – requests and procurement
Request management
Procurement process
Phase two – change management
Process accessibility
Record all changes in the CAR (ITAM repository)
Policies and procedures
Help Desk
Data accuracy
Quality assurance
Phase three – asset disposition
Planned obsolescence and asset retirement
Definitions
Summary
The New Risk Management
Policies processes and procedures
Governing through policies processes and procedures
Tracking and consequences
Inaccuracies
Data security
Implementing a strict policy
Tips for implementing your policies
Don't let the process get you down
Why do policies fail?
Framework
What separates policy process and procedure?
Policy
Process
Heat map diagnostics – key process areas
IT asset management function model
Procedure
Why separate policy process and procedure?
10 Issues to address before the documentation process
Key documentation development process
Phase one – planning
Phase two – active development
Phase three – implementation
Phase four – monitoring and enforcement
Summary
What is SAM?
Software license contracts money pit
Successful Implementation of SAM programs
The C-suite didn't buy it
Reduced audit exposure and potential financial risk to the enterprise
Reduced security risk from unauthorized software within the environment
Minimized cyber security risk (SAM + IT Security)
Improved budgeting process and financial controls
Increased operational efficiency
Alphabet Soup - ITIL ISO
What is ITIL?
What is ISO 19770?
How Software Asset Management reduces risk and exposure
Four steps for managing your software assets
Step 1 - D is for Discover
Reconcile your IT and Legal
Step 2 - I is for inventory and C for central repository
Step 3 - L is for lifecycle management: from procurement deployment and tracking to ongoing management
Procurement
Deployment and tracking
Retirement versus redeployment
Ongoing management
Step 4 - L is for legal (or contract management)
SAM quick tips that work
Understanding Compliance Contracts License Types
The relationship between software and contracts
Contract hierarchy
Software contracts and licensing types
Term
Subscription
Enterprise License
Unlimited Site License
Freeware License
Limited License
Volume Licensing
Shareware
Nodelocked Licenses
Simple Nodelocked Licenses
Concurrent Nodelocked Licenses
Use-Once Nodelocked Licenses
Per-Server Licenses
Network Licenses
Concurrent Licenses
Reservable Licenses
Use-Once Licenses
Per-Seat Licenses
True Up
Unlimited
Unlimited-Capped
Contract coverage
How Does Transferability Affect Licenses?
Upgrades
Upgrade license purchase
License purchase provides upgrade rights
Contracts providing software product upgrades
Contracts providing software product upgrades for unlimited use products
Contract reconciliation and reporting
Summary
Understanding and Surviving Software License Compliance Audits
Reducing impact
Understanding the risks of non-compliance
The audit response plan – steps to take when the gotcha letter arrives
Why were you targeted for an audit?
What's your level of non-compliance risk?
A special look at the Vendor/Auditor License Compliance Review process
Phase one – identification/investigation
Phase two – internal notification
Phase three – customer notification
Phase four – audit
Phase five – settlement
Frequently asked questions
Summary
The proactive approach now
ITAM Tools – What Should You Look For?
Determining your current needs and future needs
What to look for when selecting a tool?
Asset management versus asset tracking
An ideal asset management solution
Asset management process considerations
Common product/tool terminology
Steps to consider while selecting an IT asset management tool for your business:
ITAM is more than hardware and IT
Strategic tactical and operational plagues
The importance of metrics – how to measure ITAM success
Measurements and metrics
Actionable metrics
Summary
Increasing ITAM Program and Project Success Rates using Change Management
Don't make ITAM the red-headed stepchild during change management
Change management thinking and change management models
The paradox principles
Principle 1 – positive change requires significant stability
Principle 2 – to build an ITAM enterprise focus on the individual
Principle 3 – true empowerment requires forceful leadership
Principle 4 – focus directly on culture indirectly
Principle 5 – in order to build you must tear down
A – awareness of the need for a change
D – desire—willingness to engage in and support a change
K – knowledge—how to implement the change
A – ability—turning knowledge into action
R – reinforcement factors needed to sustain a change
Combining the two models into an ITAM change management matrix
Assessing the case for change
What is the purpose of an ITAM vision statement?
Crafting a shared vision
Executive stakeholders
Stakeholder management
Stakeholder analysis
Mobilizing commitment – attitude charting
Establishing a winning team
Thoughts on stakeholder assessments
Separate positive from negative resistance
Levels of commitment will influence the communication plan and channels
Making ITAM change last
How do you measure success?
Performance measures and balanced scorecards
Summary
Now What?
Scenarios
Assets newly discovered scenario
Unplanned event and incident scenario
Maintain a managed software list scenario
Changing the pace
Software VRA real outcomes
Challenges or risks you should anticipate with regards to your program
Summary
更新时间：2021-08-27 19:19:52
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