SAM Baseline Review Engagement 11/30/2017 12:00 PM SAM Baseline Review Engagement Name Agenda Cover SAM: what it is, what the benefits and value are Review Cloud considerations Show how SAM can help support Cloud readiness Discuss next steps © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Digital technology is transforming how people work More and more organizations are taking intelligence and distributing it to the edge. OPTIMIZE OPERATIONS by reducing risk, cost, and complexity of IT TRANSFORM PRODUCTS by quickly adapting to changing business needs EMPOWER EMPLOYEES with anywhere, any time, on any device access ENGAGE CUSTOMERS with constant connections and personalized interactions We’re moving from a Cloud-first, mobile-first world to one rooted in the intelligent Cloud and intelligent edge. This transformative change is having a big impact on organizations of all sizes, bringing more digital technology into businesses in more ways than ever before.    We see four major areas that provide the greatest potential for digital transformation for organizations. Optimize operations - Optimizing business processes often starts with IT infrastructure. Once you divvy up what information you can store where, you can greatly reduce the cost and complexity of IT management with new resources like the Cloud. Transform services - If you innovate with agility, and are open to the consistent changes we see in today’s business landscape, you’ll be able to adapt quickly to changing business needs. Empower your employees – Your employees need to be empowered to do their best work from anywhere, at any time, on any device. Engage your customers – You’re expecting new levels of connections with the businesses you partner with and purchase from. In this digital age, you’re experiencing deep personalization and interactive marketing, as well as enjoying the ability to connect with businesses easier than ever before.

But digital transformation comes with challenges: Optimizing software and Cloud services Limited Cloud-ready capabilities Legacy systems and other technology barriers Key points: In order to evaluate your readiness to move to the Cloud and to determine the right path, you need to understand your current environment and future roadmap. Usually you begin by thinking about your application and server workloads. You want to ensure you’re getting the most out of them and the best ROI possible. Next, you think about what workloads you’d like to move to the Cloud. Based on what you choose, you need to know what software is eligible to move into the Cloud and the licensing associated with your infrastructure. Do you have the Cloud-ready resources necessary to implement change? You can then explore how to migrate that solution. Remember that if you have older legacy systems and customized aspects within your solution, you may find it challenging to transition to the Cloud. You really want to figure out how complex will this all be. Is it worth the bother and time? A Software Asset Management, or SAM, engagement can help identify which licenses and software installations are eligible to move to the Cloud by first developing a baseline inventory of what software you already have rights to. Migrating from on-premises to the Cloud

Optimizing your use of IT assets with SAM A SAM Baseline Review gives you a complete view of your current Microsoft product deployment and licensing position and key insights into getting the most out of your software investments. Key points: Software Asset Management (SAM) offers a set of proven IT best practices that unite people, processes, and technology to control and optimize the use of IT assets across an organization. SAM can help organizations control costs as well as manage risk, optimize software licensing investments, and grow IT systems while keeping their future goals in mind. The SAM Baseline Review is designed to provide the customer with a complete view of their current Microsoft product deployment and licensing position and their SAM maturity level. With this information, you can help the customer optimize their software investments. The customer will receive several key deliverables, including but not limited to: SAM Baseline Assessment Report Established Deployment Position (EDP) Effective License Position (ELP) License Optimization Report

11/30/2017 12:00 PM Value to you A SAM Baseline Review helps you improve internal processes to lower costs, reduce risk, and improve productivity. Control Manage business and legal risks related to improper software deployment Create ongoing processes for monitoring and provisioning current and future assets Optimize Grow IT systems to accommodate your organization’s expanding needs Get the most out of hardware and software investments based on accurate and detailed inventory and user data Key points: This SAM program is designed to do more than just gather information. It can help you turn information into insight to add greater value to your business.   Script: First, we provide you with a comprehensive inventory of all deployed software including Microsoft software, as well as a list of all the devices in your environment, including mobile devices and their make and model. This information helps us with planning and reporting and strengthening security as well as: Identifies how Cloud-based scalability can increase agility Determines the best options for migration I’d like to assure you that we are highly skilled and trained to help simplify data collection. While some work will be required, we keep the workload for your staff to a minimum. We ensure that your data is highly secure throughout this process, enabling you to test any tools that we use for data collection. We use the infrastructure that you already have, whether it’s Altiris, LANDesk, Microsoft System Center, or another tool, without introducing anything new into your environment. We continually share our knowledge along the way, so you can repeat the process yourself in the future. We then help you identify any gaps in your current business processes and work with you to help improve SAM as well as Enhance cost management through pay-per-use subscription models Deliver recommendations for improving Cloud licensing Finally, we align the plan for Cloud migration with you organization’s goals. This includes the following: Provides a clear prioritization of what’s ready to migrate Offers insights on costs and technology benefits of moving to the Cloud Align Organize IT in line with organizational goals Highlight migration and consolidation opportunities © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What to expect from a SAM engagement 11/30/2017 12:00 PM What to expect from a SAM engagement Every SAM engagement focuses on four phases: PLANNING Identify your needs & goals Gather information on licensing, IT landscape & business organization Discuss project and arrange access & resources DATA COLLECTION Take inventory of hardware, software, and licenses using tools, questionnaires, and stakeholder interviews Gather information on process & procedures DATA ANALYSIS Review & validate all collected data Compare deployed assets with current utilization Map to an optimized environment based on your goals FINAL RECOMMENDATIONS Discuss final recommendations and engage in data-driven discussions to ensure your business needs & goals are met Every engagement will be slightly varied depending on your infrastructure, needs, and goals. At a high level, an engagement can be broken down into four phases: Planning, Data Collection, Data Analysis, and Final Presentation. Planning – The planning phase consists of gathering information from you on your infrastructure, identifying engagement goals, securing appointments and meetings, and arranging access to begin data collection and analysis. Data Collection – The data collection phase consists of the discovery and inventory of software assets using an inventory tool followed by the mapping of inventory data, usage, and license entitlements. This may include a questionnaire and interviews with key stakeholders to ensure all relevant data and information is collected to provide a full and accurate analysis of software deployments, licensing entitlements, and current management processes. Data Analysis – The data analysis phase includes the review and validation of all collected data, the identification of Microsoft license agreements, and the analysis of your long-term virtualization strategy. During this phase, ways to optimize virtual environments and licensing are explored to provide final engagement considerations and recommendations. Final Recommendations – At the conclusion of the SAM Engagement your SAM partner will present their results, recommendations and next steps in an overview presentation along with a set of detailed reports. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/30/2017 Next steps Contact your partner for further information.