Implement IT Asset Management

Create a proactive program that can respond to the dynamic nature of ITAM.

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Contributors

Karen Frantel, IT Asset Manager, Wynn Resorts Ltd.
Mary Cortes, Security Technical Writer, Wynn Resorts Ltd.
Guy St. Yves, Team Lead – Asset Management, eHealth Saskatchewan
Patrick Prudhomme, IT Manager, Plum Healthcare
Daniel Haight, GIS Manager, City of Springfield
Eric Schmidt, Help Desk Manager, Douglas County
Irene Manning, Director of Strategic Services and Finance, Palm Beach County
Tyrell Hall, ITAM Program Coordinator, Palm Beach County
Robert Houle, Senior Manager IS Quality Assurance, Tufts Health Plan
Ron Kirkland, Manager ICT Security & Customer Support, Crawford and Co.
Simon Parsons, Head of Technical Operations - ITG, Fujitsu U.K.
Harry Banks, Manager of End User Technology, Southern Company
Kimberly Key, IT Product Certification & Delivery Supervisor, Southern Company
Rossana DiMito, Governance Program Manager, NAV Canada
Naeela Shah, IT Governance Manager, Toyota Canada
Marc Bergeron, Senior System Analyst, Tembec

Your Challenge

Clients are troubled by high hardware and software life-cycle costs.
Software licensing audits are increasing in frequency and cost.
Insecure assets can result in the leak of sensitive data.
Asset managers and service desk managers do not know where to start.

Our Advice

Critical Insight

IT asset management (ITAM)’s real value doesn’t emerge from compliance; it comes from strengthening other IT services.
Proactive asset management can prevent an audit from happening.
Treat ITAM like a process, not a project.

Impact and Result

Develop an IT asset management standard operating procedure.
Draft a list of technical requirements for an ITAM solution to help generate a shortlist.
Save thousands on lost or stagnant equipment and costly data breaches.
Improve other processes by leveraging IT asset data.

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should implement IT asset management, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

Implement IT Asset Management – Executive Brief

Implement IT Asset Management – Phases 1-4

1. Design IT asset procurement processes

Define the scope of your IT assets and the process to procure them.

Implement IT Asset Management – Phase 1: Design IT Asset Procurement Processes

Standard Operating Procedures – IT Asset Management

Standard Operating Procedures for Hardware Asset Management

Standard Operating Procedures for Software Asset Management

Standard Operating Procedures – Hardware Processes

Standard Operating Procedures – Software Processes

2. Design IT asset intake and maintenance processes

Define the storage, deployment, and maintenance processes of your hardware and software.

Implement IT Asset Management – Phase 2: Design IT Asset Intake and Maintenance Processes

3. Design IT asset security and disposal processes

Define an asset security policy and workflows for asset disposal and recovery processes.

Implement IT Asset Management – Phase 3: Design Asset Security and Disposal Processes

Asset Security Policy

Contract Management Checklist

4. Design IT contract and audit management processes

Develop an audit preparation strategy and create an implementation roadmap.

Implement IT Asset Management – Phase 4: Design IT Contract and Audit Management Processes

IT Asset Management Roadmap

Implement Asset Management Communications Deck

Audit Defense Maturity Assessment Tool

IT Asset Management FAQ Template

End-User Devices Acceptable Use Policy

Guided Implementations

This guided implementation is an eight call advisory process.

Guided Implementation #1 - Design IT asset procurement processes

Call #1 - Define organizational assets and program goals.

Call #2 - Design IT asset procurement processes.

Guided Implementation #2 - Design IT asset intake and maintenance processes

Call #1 - Design IT asset receiving and inventory processes.

Call #2 - Design IT asset deployment and maintenance processes.

Guided Implementation #3 - Design IT asset security and disposal processes

Call #1 - Design IT asset security processes.

Call #2 - Design IT asset recovery and disposal processes.

Guided Implementation #4 - Design IT contract and audit management processes

Call #1 - Design contract and audit processes.

Call #2 - Develop an IT asset management roadmap.

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Asset Management

Create a proactive program that can respond to the dynamic nature of ITAM.
This course makes up part of the Infrastructure & Operations Certificate.

Course information:

Title: Asset Management
Number of Course Modules: 5
Estimated Time to Complete: 2-2.5 hours
Featured Analysts:
Sandi Conrad, Sr. Research Director, Infrastructure Practice
Gord Harrison, SVP of Research and Advisory
Now Playing: Academy: Asset Management | Executive Brief

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define Scope and Procurement

The Purpose

Define scope and procurement.

Key Benefits Achieved

Scope aligned to business goals.
Procurement workflows for hardware and software.

Activities

Outputs

1.1

Define assets in your organization.

Reporting requirements
Asset management goals

1.2

Define ITAM roles and responsibilities.

RACI chart

1.3

Define standards for hardware procurement.

Hardware procurement workflow

1.4

Define standards for software procurement.

Software procurement workflow

Module 2: Manage Usage Lifecycle

The Purpose

Define workflows that manage intake through to maintenance.

Key Benefits Achieved

Workflows and asset standards identified.

Activities

Outputs

2.1

Draft workflows for hardware receiving, inventory, and tracking.

Target-state output for hardware inventory

2.2

Draft workflows for software receiving, inventory, and tracking.

Target-state output for software inventory

2.3

Draft workflows for hardware deployment and maintenance.

Target-state output for hardware deployment and maintenance

2.4

Draft workflows for software deployment and maintenance.

Target-state output for software deployment and maintenance

Module 3: Protect Against Data Loss

The Purpose

Establish a strategy to keep your assets and data secure through the end of their life cycle.

Key Benefits Achieved

Designed and completed:

Asset Security Policy
Asset Disposal Strategy

Activities

Outputs

3.1

Develop asset security policy.

Asset Security Policy

3.2

Define policies, processes, and workflows for hardware disposal/recovery.

Hardware Disposal Workflow

3.3

Define policies, processes, and workflows for software retirement/harvest.

Software Disposal Workflow

Module 4: Develop the Roadmap

The Purpose

Instill proactive contract management and develop implementation timeline.

Key Benefits Achieved

Designed and completed:

Audit defense strategy
ITAM roadmap

Activities

Outputs

4.1

Define contract management processes.

Contract Management Policy

4.2

Develop audit management processes.

Audit Defense Policy

4.3

Develop an asset management roadmap.

Asset Management Roadmap

4.4

Develop a communications plan.

ITAM Communication Plan

After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.

Client

Experience

Impact

$ Saved

Days Saved

Testimonial

Public Service Commission

Guided Implementation

10/10

$30,000

120

We greatly appreciated Ms. Allison Kinnaird's professionalism, expert advise and guidance. Allison helped us, in a short period of time, understand and cover all aspects of IT Hardware Asset Management, as well as introduce best practices and adapt some to our specific needs.

Business Development Bank Of Canada

Guided Implementation

10/10

N/A

Fisheries and Oceans Canada

Guided Implementation

7/10

N/A

BC Liquor Distribution Branch

Guided Implementation

8/10

N/A

It will help us with our business case

Midland Credit Management

Guided Implementation

10/10

$15,222

Only best parts, Allison Kinnaird support was extremely helpful, thanks to her advice we were able to move forward faster and keep our timeline on track. As a PM, I couldn't have asked for a better resource

Macerich Company

Guided Implementation

6/10

N/A

City of Hope

Guided Implementation

3/10

N/A

Varian Medical Systems, Inc.

Workshop

10/10

N/A

Gwinnett County

Guided Implementation

3/10

N/A

Broome-Tioga Boces

Guided Implementation

9/10

$13,236

Michel helped by validating our current approach and giving us specific advice to help us overcome some of our challenges. We came away with some new ideas and perspectives. Thank you!

Daifuku North America Holding Company

Workshop

9/10

$13,236

Englobe

Workshop

5/10

N/A

Chickasaw Nation

Guided Implementation

9/10

N/A

The documentation provided an easy to follow direction for developing our ITAM process. I had hoped the "guided" implementation would have had more guiding to it. The phone calls really didn't provide anything different than what was listed in the plan. While I know the advisors were available for questions, I expected more out of the guide. I feel I drove most of the calls and my advisor just agreed and didn't ask enough probing questions to make sure I was on the right track.

Upsher-Smith Laboratories Inc

Guided Implementation

9/10

$2,647

Best parts were the validation that process we had started is in alignment with the advice we received from Michel, this will help speed our process and gave a few things to think about as we implement changes within our organization. Worst parts, nothing really stick out that needs to change. thanks, Morgan

San Manuel IT

Workshop

9/10

$33,091

Best practices and ITAM frameworks.

The Segal Group Inc

Guided Implementation

10/10

$66,183

Best - it is a pleasure to work with Michel Hebert. He is truly a subject matter expert and he is very good at communicating concepts and explaining complicated processes. Worst - the sessions seem to be a little short given the complexity of the topics. I think a 90 minute to 2 hour session may work better if it is possible.

Messer

Guided Implementation

10/10

$66,183

The experience of Scott was incredible. He was able to answer questions before we asked them. Scott could also tell us of potential impacts we may face that we were not even aware of. At the end of the engagement we had a documented procedure\process that I am proud to show anyone. Also, every time I go back to the document I am amazed at the nice piece of work we created. I'm looking forward to our next engagement.

Loyola University Maryland

Guided Implementation

8/10

$13,236

Best - being able to ask questions of someone that was more experienced in asset management helped us avoid having to redo our work. Worst - it took longer than I would have liked, but that really was because my team had to work this project around their regular work.

EQT Corporation

Guided Implementation

10/10

N/A

The Info Tech team approach was what made the experience most helpful. The advise and perspective provided not just by Sandi, but by others was the game changer!

Messer

Guided Implementation

9/10

N/A

The best parts were being able to collect our thoughts and then have them vetted by an experienced analysts. Being able to capture what we might have missed or not thought of was very valuable. Going through the exercise we were held responsible for doing homework. While no ones likes homework it ended up being the right thing to do.

Hydro-Quebec

Guided Implementation

9/10

$2,000

Stifel

Guided Implementation

8/10

$33,091

the material that was provided and the guidance received directly from Sandi was great and gave a lot of direction where we needed to head - the worst part was it showed us how much work it really was and it was a lot of homework!

TPX Communications

Guided Implementation

9/10

N/A

Parsons Inc

Guided Implementation

9/10

N/A

BWX TECHNOLOGIES, INC.

Guided Implementation

9/10

N/A

Wells Fargo Strategy Management

Guided Implementation

4/10

N/A

County of Tulare

Guided Implementation

8/10

N/A

Sandi is very knowledgeable in the area of Asset Management and CMDB implementation. She was very helpful with things to think about during the implementation phase. There were no "worst" parts of the experience. I'm grateful for the time spent working with Sandi.

AAA Club Alliance, Inc

Guided Implementation

7/10

N/A

Sandi was very flexible in responding to our ever-changing questions. It was also helpful to hear some of the things we will need to approach cautiously.

Universal Music Group

Guided Implementation

10/10

N/A

Tembec

Guided Implementation

10/10

N/A

Search Code: 80371
Published: April 15, 2016
Last Revised: June 10, 2016

TAGS:

ITAM, Asset Management, Hardware Asset Management, Software Asset Management, Hardware Procurement, Hardware Refresh, Software Procurement, Asset Inventory Management, Hardware Deployment, Software Deployment, Hardware Disposal, Software Retirement, Software Harvesting, Software Audit

Implement IT Asset Management

Contributors

Your Challenge

Our Advice

Critical Insight

Impact and Result

Research & Tools

Start here – read the Executive Brief

1. Design IT asset procurement processes

2. Design IT asset intake and maintenance processes

3. Design IT asset security and disposal processes

4. Design IT contract and audit management processes

Guided Implementations

Call #1 - Define organizational assets and program goals.

Call #2 - Design IT asset procurement processes.

Call #1 - Design IT asset receiving and inventory processes.

Call #2 - Design IT asset deployment and maintenance processes.

Call #1 - Design IT asset security processes.

Call #2 - Design IT asset recovery and disposal processes.

Call #1 - Design contract and audit processes.

Call #2 - Develop an IT asset management roadmap.

Info-Tech Academy

Get Info-Tech Certified

Asset Management

Course information:

Onsite Workshop

Book Your Workshop

Module 1: Define Scope and Procurement

The Purpose

Key Benefits Achieved

Activities

Outputs

Module 2: Manage Usage Lifecycle

The Purpose

Key Benefits Achieved

Activities

Outputs

Module 3: Protect Against Data Loss

The Purpose

Key Benefits Achieved

Activities

Outputs

Module 4: Develop the Roadmap

The Purpose

Key Benefits Achieved

Activities

Outputs

Member Testimonials

Client

Experience

Impact

$ Saved

Days Saved

Testimonial

Asset Management Map

Company

Partner With Us

Become a Member

Member Resources

How We Deliver