High-Level Assessment Month Year -- EXAMPLE -- Software Asset Management Optimization Presentation at XYZ Company High-Level Assessment Month Year

Table of Contents 1 Executive Summary 3 1.1 Background 1.2 Infrastructure Optimization 1.3 Approach 2 Company Infrastructure Optimization and SAM Review 9 2.1 Present State Analysis 2.2 Future State Analysis 3 Company Action Plan 13 3.1 Action Plan and Recommendations 3.2 Road Map 4 Appendix: SAM Optimization Model 16 Appendix: Business Case (Optional SAM Partner content) 17

Infrastructure Optimization Executive Summary Background Infrastructure Optimization Approach

Company Infrastructure Optimization and SAM Review Present State Analysis Future State Analysis

SAM Component Assessment for Company Present State Analysis SAM Component Assessment for Company Microsoft's Partner has considered the components of SAM and has ranked their maturity across the four levels. Results indicate that a majority of Company’s SAM components are of the standardized level. The following slides present a breakdown of our findings across People, Process, and Technology. SAM throughout Organization License Entitlement Records Periodic Evaluation Retirement Process SAM Improvement Plan Acquisition Process Hardware & Software Inventory Accuracy of Inventory SAM Operations/ Mgmt Interfaces Deployment Process Basic Standardized Rationalized Dynamic

Future State Analysis Standardized Rationalized Dynamic Basic Current SAM not considered part of M&A risk plan and company integration. No organized retirement process. Assets deployed by end-users in distributed locations; no centralized IT. Assets purchased on a per project basis; without a review of current availability. IT operations managed on ad-hoc basis. Procurement manages contracts; not accessed by IT managers. Manual inventory; no discover tools. No centralized inventory or < 68% assets in central inventory. No SAM development or communication plan. Project Manager assigned but SAM roles and responsibilities not defined. Operations manages separate asset inventories. Software retirement is tracked. Only approved software is deployed. Software purchases use approved vendors. Annual sign-off on SAM reports. Complete entitlement records exist across organization. Inventory sources reconciled annually. > 68% - 95% of Hardware and Software in Inventory. SAM plan is defined and approved. Direct SAM responsibility is identified throughout organization. Operations manages federated asset inventory. Retired software is reused. Software deployment reports are accessible to stakeholders. Software purchases based on deployment/entitlement reconciliation. Quarterly sign-off on SAM reports. Entitlement records reconciled with vendor records. Inventory sources reconciled quarterly. > 95% -98% of Hardware and Software in Inventory. SAM Improvement is demonstrated. Each functional group actively manages SAM. All business units, etc. follow the same strategy, process, and technology for SAM. Upon retirement, a comprehensive process is automated. Software is dynamically available to users on demand. All purchases are made using a pre-defined asset catalogue; based on metered usage. System reconciliations and ITAM report available on demand. SAM entitlement system interfaces with vendor entitlement to track usage. Dynamic discovery tools provide near real-time deployment details. 99%+ - Asset inventories reconciled dynamically. SAM goals part of executive scorecard; reviewed regularly. SAM responsibilities defined in job descriptions across organization. SAM Throughout Organization SAM Improvement Plan Hardware and Software Inventory Accuracy of Inventory License Entitlement Records Periodic Evaluations SAM Operations Mgmt and Interfaces Acquisition Processes Deployment Processes Retirement Processes

Action Plan and Recommendations Company Action Plan Action Plan and Recommendations Road Map

Appendix

SAM Optimization Model Basic SAM Ad Hoc Standardized SAM Tracking Assets Rationalized SAM Active Management Dynamic SAM Optimized Little control over what IT assets are being used and where Lacks policies, procedures, resources, and tools. SAM processes exist as well as tool/data repository. Information may not be complete and accurate and typically not used for decision making. Vision, policies, procedures, and tools are used to manage IT S/W asset lifecycle. Reliable information used to manage the assets to business targets. Near real-time alignment with changing business needs. SAM is a strategic asset to overall business objectives ©2008 Microsoft Corporation.  All rights reserved. 9

SAM Optimization Model Competencies ISO 19770-1 Key Competency Competency Question Organizational Management SAM throughout Organization How has software asset management (with documented procedures, roles, responsibilities and executive sponsorship) been implemented in each infrastructure group? SAM Self Improvement Plan Does your organization have an approved SAM self improvement plan? SAM Core - Inventory Hardware and Software Inventory What percentage of user PCs and servers are included in a centralized software inventory/CMDB (configuration management database); which is populated by a software tracking tool? Accuracy of Inventory How often do you reconcile software inventories with other sources to verify accuracy of assumed license metrics (for example user counts based on HR employee records.)? SAM Core - Verification License Entitlement Records What percentage of procured software licenses are recorded in a license entitlement inventory (a central repository/tracking of all licenses owned and/or previously acquired)? Periodic Self Evaluation How often do you reconcile software deployments (usage) to software entitlements (purchases)? Software entitlements are software licenses owned or previously acquired. SAM Core -Operations management and interfaces Operations Management records interfaces How do the various Operations Management functions (contracts, financial fixed assets, service support, security, networking) use software and hardware inventories in their daily roles? Lifecycle Process Interfaces Acquisition Process What percentage of total software purchases in your organization are made through or are controlled and tracked by centralized procurement? Deployment Process What percentage of total software deployed across organization's PCs and servers (considering all operating systems) is installed through centralized sources or through a controlled distribution environment? Retirement Process What percentage of retired hardware assets are tracked in a way to enable the software on them to be reused? * Additional SOM scorecard details are available to assist with objective testing. 10