Pocket CIO – The Guide to Successful IT Asset Management电子书

Title Page

Copyright and Credits

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