Help us SAM is a global industry standard ISO/IEC 19770-1 Endorsed - - PowerPoint PPT Presentation

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Understand Volume Licensing Be more efficient Reduce risks Save money

SAM is a global industry standard

• ISO/IEC 19770-1
• Endorsed by Microsoft and many others

ITIL best practice guide on SAM

• “

All of the infrastructure and processes necessary for the effective management, control and protection of the software assets within an organization, throughout all stages of their lifecycle”

SAM is not just about

• Personal computers
• Management tools
• A one-time exercise
• The IT department
• Microsoft Software

Complete a software license review… ...build a detailed report on your current state

Inventory deployed software Match installations with licenses

Review policies and procedures Identify improvement opportunities

Micros

• soft

t analysi lysis s of third-par party ty data ta shows ws that t comp mpanies ies that build ld effective ective SA SAM program

• grams

s can redu duce ce their r IT IT spending ending by up to 30% % the first year ar.

Installed Licensed Needed

Installed, not needed and unlicensed Installed, licensed and not needed Not installed, licensed and not needed Not installed, Licensed and needed Not installed or licensed, but needed Installed, unlicensed and needed Installed, licensed and needed

Global MNC Major Commercial CAM

Segment

EPG SMS&P

Audit

CTM SMB

SAM T ele-SAM

LCC Audit

Execution motions Escalation options

Marketing/Education/Partner and Customer readiness

SAM TeleSAM

Web- Assess ment

Self-Audit

Windows & Office Legalization

LCA / BSA Legal Action Direct Contact Legal Action Legal Action

Self-Audit LCC Audit LCA

• Audit is a legal work stream which begins when

Microsoft invokes contract language (Section 7

• f the Microsoft Business Agreement, “Verifying

Compliance”)

• Customer responsible for cost of Audit if

material shortfall discovered

• Shortfall must be purchased as single retail

licenses – easily 30%+ more expensive than Volume Licensing options

• Audit sole function is to verify compliance and

set a qualified license position.

Customer knows non-compliant Customer cares non-compliant

SAM

Offer SAM, Move to Audit if declined

Audit SAM

License Review/SAM Optimization Assessment End User Audit Not performed under the authority of the audit

• clause. Collaborative approach between Microsoft

and Customer. Performed by an approved SAM Partner. Performed by invoking the audit clause with an approved audit firm (Deloitte, KPMG) and standard audit process. Customer participation as required by Verifying Compliance Clause in the MBSA. Microsoft assumes that any under-licensing is

• unintentional. Reviews are initiated based on

perceived risks. Microsoft assumes that any under-licensing is unintentional and that an audit is performed as a normal course of

• business. Audits are initiated based on known or perceived

risks. License review by customer or SAM Partner with process innovation and software optimization (SOM) to follow upon request. Purpose of the audit is to factually establish if end user is correctly licensed and make the customer whole. Customer funds SAM partner costs LCC funds the license review costs, and customer refunds the audit cost if findings are >5% under licensed Volume License pricing used for any settlement FPP/retail pricing used as the baseline for settlements where material under-licensing is found (license shortfall of 5% or more), as specified in the audit clause

Phase Step Working Days Activity CUST AM SAMEM Partner AP Manager Notice

• Getting nominations from WE HQ
• AP Manager will x- check with compliance list FY12/FY13 an pass the case to SAM EM

X 1 1-5 SAM EM (validate if necessary) and Compliance activity (SAM or Audit) X X 2 5-15 send SAM Letter

• After 2 Weeks SAM EM schedule call back to customer

X Planning 3 15- 30 After customer has choose for a SAM Partner will be informed from SAM EM to contact the customer Meeting between Customer and Partner will be fixed

• Partner fix an appointment with customer (partner have to fix the meeting withhin 2 weeks)
• After the first meeting, workshop or offer delivering will be fixed.
• Partner has to deliver to us a timeframe for project sicle

X X X 4 30-90

• Customer & Partner do Inventory/Analysis
• SAM EM contact the partner on regulary basis for status (monthly Sync Calls)
• SAM EM keeps AM informed

X X X Reporting 5 90- 100 Partner Analysis back

• Partner inform/present result to Customer and SAM EM
• SAM Documents would be reviewed with SAM EM and LSS (if needed)

X X Settlement 6 100 -120 Offering Presentation

• After clarify all open questions on the SAM document
• Offering will be discussed internally (AM, SAM EM maybe also LSS)
• Discuss Offering proposel with partner and customer
• Partner or/and SAM EM, AM present offering to customer

X X X 120 – 150 Customer accept offer and buy shortfall X X X

Phase Step Day Activity CUST FIRM LCC SAMEM AP Notice LCC nominates Canditates x 1 1-5

• SAM EM validated account
• GM&SMS&P Approvel
• SAM EM fill out the Audit form

X X X 2 5-10 Audit firm will be informed through LCC Notification Letter will be send out -> approvel AP Manager Follow-up with CFO and CIO on Audit Notification with priority mail confirmation

• Schedule Pre-verification Planning Meeting
• Identify day-to-day point of contact

X X X Planning & Fieldwork 3 10-30 Conduct Pre-verification Planning Meeting

• Confirm central day-to-day point of contact
• Identify relevant technical contacts
• Confirm audit scope, process and timeline
• Establish communication protocol
• Address/resolve any confidentiality concerns
• Schedule Technical Planning Meeting

Regular Meetings with LCC & SAMEM X X X X 4 30-130 Conduct Technical Planning Meeting(s)

• Conduct Infrastructure group mapping exercise
• Reconfirm organizational and product scope
• Confirm existing data sources
• Confirm audit technical processes and procedures

Regular Meetings with LCC and SAMEM X X X X Fieldwork 5 130 Verification Kickoff Meeting with Audit Firm X X 6 130-140 2-way Preliminary Results Presentation from Audit firm

• Present preliminary results
• Identify any disagreements on facts
• Identify any outstanding information

X X X X X Follow-up with Technical Contacts on miscellaneous technical details

• Gather outstanding or additional information
• Incorporate additional information into analysis

X X 7 Reporting 8 140-190 2-way Results Presentation

• Reach mutual agreement on technical facts

X X X X X 9 190-200 Setlement meeting with customer Customer buy shortfall

Thank you for questions: hberndt@microsoft ft.com