Implement IT Asset Management

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

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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.

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

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Get to Action

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.

Design IT asset procurement processes

Define the scope of your IT assets and the process to procure them.
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
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
Design IT contract and audit management processes

Develop an audit preparation strategy and create an implementation roadmap.

Guided Implementation

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.

Schedule Your First Call

Onsite Workshop

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

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

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

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