How to build a three year roadmap Martin Thompson The ITAM Review

Transcription

1 How to build a three year roadmap Martin Thompson The ITAM Review 12 Box Training Course: PLAN 1

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4 Key benefits of Asset Management Increased productivity performance and profitability Best possible service to customers

5 Key benefits of Asset Management Increased productivity performance and profitability Best possible service to customers Key risks associated with Assets: Financial Contractual Legal or Compliance Risk

6 Key benefits of Asset Management Increased productivity performance and profitability Best possible service to customers Key risks associated with Assets: Financial Contractual Legal or Compliance Risk Asset Characteristics Lifecycle of ownership Emotional attachment Choose to manage (legislation, convenience, financially rewarding)

7 AGILITY PROFIT CENTRE EFFICIENCY COMPLIANCE VISIBILITY 12 Box Training Course: PLAN 7

8 What is the long term goal? 1. Visibility 2. Compliance 3. Cost Saving 4. Agility 5. ITAM Profit Centre Juggling Priorities CIO time Compelling yet realistic Money talks, only talk commercial 12 Box Training Course: PLAN 8

9 What metrics should I track for ITAM? 12 Box Training Course: PLAN 9

10 What metrics should I track for ITAM? What goal should I have for ITAM? 12 Box Training Course: PLAN 10

11 GOAL PRIORITIES What metrics should I track for ITAM? What goal should I have for ITAM? PLAN METRICS & MILESTONES 12 Box Training Course: PLAN 11

12 ITAM Implementation Taxi Take-off Cruising Altitude Preparation Project ITAM as BAU Estimate Risk Show Risk Manage Risk AUTHORITY PLAN TEAM STAKEHOLDERS ENTITLEMENT INVENTORY REPORTING TRANSITION REQUEST DEPENDENCIES RECLAIM VERIFICATION

13 AUTHORITY SHOW STOPPER CRITICAL TAXI PLAN TEAM IMPORTANT TAXI STAKEHOLDER S TAKE OFF ENTITLEMENT INVENTORY REPORTING TAKE OFF CRUISING TRANSITION REQUEST DEPENDENCIES RECLAIM VERIFICATION 13 CRUISING

14 Zero-cost business unit through proactive reclaim User experience focus (Asset request management approval to asset delivery to user usually in less than 8 hours) Hardware $1M+ cost avoidance Source: Podcast, World class ITAM at The Hershey Company 5/08/26/podcast-world-class-itamhershey-company/ 12 Box Training Course: PLAN 14

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16 How to select your top 10? 1. Risk 2. Spend 3. Volume 4. Strategic 5. Transition 12 Box Training Course: PLAN 16

17 Stella s Plan Let the numbers do the talking (e.g. Software spend per year) Keep it commercial Agile delivery / refine as you go No battle plan survives contact with the enemy Helmuth Von Moltke 12 Box Training Course: PLAN 17

18 COMMUNICATIONS THREE AUDIENCES End user customers Internal IT teams / stakeholders Senior Management team 12 Box Training Course: PLAN 18

19 COMMUNICATIONS THREE AUDIENCES End user customers Internal IT teams / stakeholders Senior Management team COMMUNICATION CHANNELS Lunches / informal training Internal , newsletters, posters Forums, social media, noticeboards App Store / Online portals Lifecycle opportunities Limit by your imagination 12 Box Training Course: PLAN 19

20 COMMUNICATIONS THREE AUDIENCES End user customers Internal IT teams / stakeholders Senior Management team COMMUNICATION CHANNELS Lunches / informal training Internal , newsletters, posters Forums, social media, noticeboards App Store / Online portals Lifecycle opportunities Limit by your imagination MESSAGING Why are we doing it WIIFM WIIFC 12 Box Training Course: PLAN 20

21 TERMS OF REFERENCE BOARD CSI PLAN / METRICS 12 Box Training Course: PLAN 21

22 PLAN Module Self-Assessment What does good look like? 12 Box Training Course: PLAN 22

23 PLAN Module Self-Assessment What does good look like? 1. Our ITAM business plan is agreed and signed off by the business. 12 Box Training Course: PLAN 23

24 PLAN Module Self-Assessment What does good look like? 1. Our ITAM business plan is agreed and signed off by the business. 2. The key risks in our portfolio are identified, prioritized and managed. 12 Box Training Course: PLAN 24

25 PLAN Module Self-Assessment What does good look like? 1. Our ITAM business plan is agreed and signed off by the business. 2. The key risks in our portfolio are identified, prioritized and managed. 3. Key metrics and milestones to quantify our progress are agreed, monitored and reviewed on a regular basis 12 Box Training Course: PLAN 25

26 PLAN Module Self-Assessment What does good look like? 1. Our ITAM business plan is agreed and signed off by the business. 2. The key risks in our portfolio are identified, prioritized and managed. 3. Key metrics and milestones to quantify our progress are agreed, monitored and reviewed on a regular basis 4. Our business plan is regularly reviewed and modified to reflect our progress 12 Box Training Course: PLAN 26

27 PLAN Module Self-Assessment What does good look like? 1. Our ITAM business plan is agreed and signed off by the business. 2. The key risks in our portfolio are identified, prioritized and managed. 3. Key metrics and milestones to quantify our progress are agreed, monitored and reviewed on a regular basis 4. Our business plan is regularly reviewed and modified to reflect our progress 5. Key savings, risks averted and overall return on investment are measured, reported upon and communicated 12 Box Training Course: PLAN 27

28 12 Box Assessment 12 Box Training Course: PLAN 28

29 Sure Lock Homes Sure Lock Homes is a specialist home security group with retail outlets worldwide The company has 100,000 employees, 4 datacenters (soon to be 3), $200m annual software and maintenance spend No significant ITAM practice in place Recent audit by a large software vendor ended in multimillion unbudgeted settlement and distracted key project delivery staff to delivery of a new virtual desktop project, Windows upgrade and datacenter consolidation CIO has asked for a business case for developing ITAM Microsoft account manager has suggested an audit would be due early next year to prepare for the contract renewal due in June 2017, feedback from IT teams suggests SQL server to be a major blind spot Sure Lock Homes retail outlets are a high growth area, the sales force are demanding mobile solutions but IT are hesitant due to licensing complexity. CIO ASKS: 1. How much will an ITAM team cost us? 2. What resources do you need to build an ITAM team? 3. What is the roadmap when will you start to deliver? 4. What is the return? Your Approach 1. How will you show progress? 2. How will you maintain momentum? 3. What information is missing?

30 Strip out the ITAM noise Focus on Commercial impact Ongoing communications plan / momentum