软件财产管理(1)

©2003Deloitte&Touche–NottobeusedorreproducedwithoutDeloitte&Touche’spermissionSoftwareAssetManagementManagingITInvestmentsSoftwareAssetManagementMicrosoftLicensingInsights11,13&14March2003©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionSoftwareAssetManagement-SAMOverviewoftopicscovered:WhatisSAMandwhatdoesitmeantome?HowtoimplementaSAMprogramandmanageyoursoftwareefficientlyEliminateunnecessaryITspending–MicrosoftVolumeLicensingbestpractice©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermission•Grantsownerthelegalrighttouseoraccessasoftwareprogram•Usagegovernedbyvendorslicenseagreementandcopyrightlaw•IntellectualpropertycopyrightremainswiththevendorWhatisasoftwarelicense?©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionWhyinvestinIT?•Expediteachievementofbusinessgoals•Workfaster+Improvequality+Minimisecost=CompetitiveAdvantage©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionSoftwareAssetManagement•ComprehensiveapproachtoimprovingROITwofocusareas:•Minimisecostsandinvestments;and•Meetandexceedbusinessrequirements©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionTotalCostofOwnershipTheCostingModelOnly12%ofthetotalcostspentons/wandh/w18%20%100%24%18%2%6%12%SupportMgtHW/SWDevCommsEnduserDowntimeTCO©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionEarlySAMAttempts•Setofprocedurestoidentifyusage•Ignoredfinancial/contractual/technicaldetailsWhydidearlyattemptsfail?•SAMwasseenpurelyanITissue•Lackofconsiderationoftheneedsoftheorganisationasawhole-SAMshouldtoucheverypartofyourorganisation©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionUpperManagement•Whenadministeredintelligently:PromotecommunicationandcoordinationProvideperformancecriteriaDefinesresponsibilityForceplanningKeyPlayers©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionPurchasing&AccountingProcurementRecordkeepingAccountsPayable(AP)Q:CanAPdeterminewhethertopayinvoice??IsthevendorhonouringallTerms&Conditions?Maintenancecontractsbeenapproved?AgreementcancelledKeyPlayers©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionITadministration/helpdesk•Negotiatebetterlicensingdeals•Improvesdecisionsonupgradesandsupport•Assistwithdeployment•Proactivenotreactive•MaximisehelpdeskservicesKeyPlayers©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionEndUsers•DefinesenduservsITresponsibilities•EducateonITpolicyandprocedures•GivesaninsightintoITStrategy•Promoteconsistencywiththeend-userWhydidweupgrade?KeyPlayers©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionWhyisSAMimportant?LicenseCompliance•Vendorsnormallyviewunintentionalmisusesympathetically•Mustdemonstratecomplianceefforts•Intentionalnon-compliancenottoleratedTheCostPublicembarrassmentSubstantialfinancialpenaltiesPersonalliabilityforcompanydirectors©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionWhyisSAMimportant?DecreaseRisks:•Acquisition•Risks-Unauthorisedpurchaseoflicenses-Licensespurchasedbutnotreadilylocatable-Overpaymentoflicensefees©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionWhyisSAMimportant?•Distribution/Deployment•Risks-Lackofcontroloverwheresoftwareisinstalled-Unauthorisedduplicationofsoftware•Monitoring&Reporting•Risks-Softwareusageisoutsidelicenseconditions-Underlicensedproducts-Overlicensedproducts©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionSAMPitfalls•PurchasinganelectronicmonitoringtoolwithoutaSAMprograminplace•‘Silverbullet’solutionsSAMeffortsarelikelytostall©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionRecommendedApproach•Assessyourowncircumstances•Looktoaphasedimplementation•Adoptthemostappropriateelementsaseverybodyisdifferent:SmallBusinessMultiNationalPublicSectorPrivateEntity©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionPhaseOnePhaseTwoPhaseThreePhaseFourPhaseFiveDevelopingaSAMprogramPhaseOnePlanningandBudgetingDefineresponsibilitiesPhaseTwoEstablishProceduresProcurementDeploymentManagementPhaseThreeDevelopPolicyPhaseFourEmployeeEducationPhaseFiveSelfAssessment©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionPhaseOnePhaseTwoPhaseThreePhaseFourPhaseFivePlanningandBudgeting•Identifybusinessobjectives•Assessinfrastructureneeds•Identifyexistingresources•Researchavailableopportunities•Capturewithinbudget©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionPhaseOnePhaseTwoPhaseThreePhaseFourPhaseFivePlanningandBudgeting•Acomprehensivebudgetshouldincorporate:–Hardware&software–Training–Development–Management–Support–DowntimeSupportDowntimeManagementTrainingHW/SWComm/Dev©2003Deloitte&Touche–nottobeusedorreproducedwithoutDeloitte&Touche’spermissionPhaseOnePhaseTwoPhaseThre