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

2. 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

3. Infrastructure Optimization
Executive Summary
Background
Infrastructure Optimization
Approach

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

5. 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

6. 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

7. Action Plan and Recommendations
Company Action Plan
Action Plan and Recommendations
Road Map

8. Appendix

9. 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

10. SAM Optimization Model Competencies
ISO
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