Understand Be more Volume efficient Licensing Reduce Save money risks Help us…
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
Inventory deployed software Match installations with licenses Complete a software license review… ...build a detailed report on your current state
Review policies and procedures Identify improvement opportunities
Micros osoft 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 ograms s can redu duce ce their r IT IT spending ending by up to 30% % the first year ar. Installed Licensed Installed, not needed Installed, licensed and unlicensed and not needed Installed, Not installed, Installed, licensed unlicensed and licensed and and needed needed not needed Not installed, Licensed and needed Not installed or licensed, but needed Needed
T ele-SAM Segment SAM Audit Global MNC EPG Major Commercial CAM SMS&P CTM SMB
Execution motions Escalation options LCC SAM LCC LCA Audit Audit Legal Action Self-Audit Self-Audit LCA / BSA TeleSAM Direct Windows & Web- Contact Office Assess Legalization ment Legal Action Legal Action Marketing/Education/Partner and Customer readiness
Customer knows non-compliant • Audit is a legal work stream which begins when Customer cares non-compliant Microsoft invokes contract language (Section 7 of the Microsoft Business Agreement, “Verifying Compliance”) SAM SAM • 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 Offer SAM, • Audit sole function is to verify compliance and Audit Move to Audit set a qualified license position. if declined
License Review/SAM Optimization Assessment End User Audit Not performed under the authority of the audit Performed by invoking the audit clause with an approved clause. Collaborative approach between Microsoft audit firm (Deloitte, KPMG) and standard audit process. and Customer. Performed by an approved SAM Customer participation as required by Verifying Compliance Partner. Clause in the MBSA. Microsoft assumes that any under-licensing is unintentional Microsoft assumes that any under-licensing is and that an audit is performed as a normal course of unintentional. Reviews are initiated based on business. Audits are initiated based on known or perceived perceived risks. risks. License review by customer or SAM Partner with Purpose of the audit is to factually establish if end user is process innovation and software optimization correctly licensed and make the customer whole. (SOM) to follow upon request. LCC funds the license review costs, and customer refunds Customer funds SAM partner costs the audit cost if findings are >5% under licensed FPP/retail pricing used as the baseline for settlements Volume License pricing used for any settlement 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 Getting nominations from WE HQ • 0 0 X AP Manager will x- check with compliance list FY12/FY13 an pass the case to SAM EM • 1 1-5 SAM EM (validate if necessary) and Compliance activity (SAM or Audit) X X Notice send SAM Letter 2 5-15 X After 2 Weeks SAM EM schedule call back to customer • 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 3 15- 30 Partner fix an appointment with customer (partner have to fix the meeting withhin 2 weeks) X X X • After the first meeting, workshop or offer delivering will be fixed. • Partner has to deliver to us a timeframe for project sicle Planning • Customer & Partner do Inventory/Analysis • 4 30-90 SAM EM contact the partner on regulary basis for status (monthly Sync Calls) X X • X SAM EM keeps AM informed • Partner Analysis back • Partner inform/present result to Customer and SAM EM Reporting 5 90- 100 X X • SAM Documents would be reviewed with SAM EM and LSS (if needed) Offering Presentation • After clarify all open questions on the SAM document • Offering will be discussed internally (AM, SAM EM maybe also LSS) X X X 100 -120 • Discuss Offering proposel with partner and customer Settlement 6 Partner or/and SAM EM, AM present offering to customer • 120 – 150 Customer accept offer and buy shortfall X X X
Phase Step Day Activity CUST FIRM LCC SAMEM AP 0 0 LCC nominates Canditates x SAM EM validated account • 1 1-5 GM&SMS&P Approvel X • X X SAM EM fill out the Audit form • Audit firm will be informed through LCC Notice Notification Letter will be send out -> approvel AP Manager 2 5-10 X X X 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 Conduct Pre-verification Planning Meeting • Confirm central day -to-day point of contact • Identify relevant technical contacts • Confirm audit scope, process and timeline 3 10-30 • Establish communication protocol X X X X • Address/resolve any confidentiality concerns • Schedule Technical Planning Meeting Planning & Fieldwork Regular Meetings with LCC & SAMEM Conduct Technical Planning Meeting(s) • Conduct Infrastructure group mapping exercise • Reconfirm organizational and product scope 4 30-130 • Confirm existing data sources X X X X • Confirm audit technical processes and procedures Regular Meetings with LCC and SAMEM 5 130 Verification Kickoff Meeting with Audit Firm X X 2-way Preliminary Results Presentation from Audit firm • Present preliminary results X X X X X • Identify any disagreements on facts 6 Fieldwork • Identify any outstanding information 130-140 Follow-up with Technical Contacts on miscellaneous technical details • Gather outstanding or additional information X X 7 • Incorporate additional information into analysis 2-way Results Presentation Reporting 8 140-190 X X X X X • Reach mutual agreement on technical facts Setlement meeting with customer 9 190-200 Customer buy shortfall
Thank you for questions: hberndt@microsoft ft.com
Recommend
More recommend