1. SAM Baseline Review Engagement
11/30/ :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.

2. 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.

3. 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

4. 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

5. 11/30/ :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.

6. What to expect from a SAM engagement
11/30/ :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.

7. 11/30/2017
Next steps
Contact your partner for further information.