Consolidate IT Asset Management
Enterprise-wide decisions require a centralized view into enterprise-wide assets.
Onsite Workshop
Decentralized IT asset management can result in:
- Lack of transparent, centralized view into assets across the organization to inform decision making.
- Data stored in multiple tools, preventing data flow and integration.
- Duplication of efforts across business units.
- Lack of visibility into how, when, and where software licenses are being used across the enterprise, increasing risk and spend.
- Penalties for unlicensed software during audits.
Consolidating IT asset management leads to:
- Improved asset tracking and more reliable data to inform decision making, application rationalization, and software optimization.
- Reduced security risk and compliance risk with improved preparation for audits.
- Increased knowledge and information sharing across silos, and improved SLAs through more efficient processes.
- Increased purchasing power through negotiating software licenses and contracts for the entire organization rather than individual departments.
- Gained necessary data visibility to identify areas of cost savings and license optimization.
Module 1: Gather Relevant Data
The Purpose
- Interview stakeholders to assess needs and requirements.
- Assess current ITAM practice and major assets in each location.
Key Benefits Achieved
- A comprehensive assessment of ITAM processes and policies as well as major software and hardware assets in each location.
- Identification of needs, requirements, questions, and concerns of key stakeholders in each location to incorporate into the strategy.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Send ITAM Assessment Tool to each location to have them assess their ITAM process, policies, software, and hardware. |
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| 1.2 | Interview stakeholders in each location to assess needs and requirements. |
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Module 2: Initiate the Project
The Purpose
- Identify and engage key stakeholders.
- Develop a project charter to guide the initiative and ensure it will meet objectives.
Key Benefits Achieved
- Identification of key stakeholders across the organization with a plan to engage them at every step of the consolidation.
- Defined objectives, metrics, and project charter to guide and evaluate the consolidation.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Identify key stakeholders and develop an engagement plan. |
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| 2.2 | Assemble project team and assign roles and responsibilities. |
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| 2.3 | Define drivers, objectives, anticipated benefits, objectives, and metrics for project. |
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| 2.4 | Complete a project charter to guide the consolidation. |
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| 2.5 | Review data collected from the Assessment Tool to ensure completeness and add to Scorecard Tool. |
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Module 3: Assess Data and Requirements
The Purpose
- Assess needs and requirements for the ITAM program and tool.
- Compare the strength and weakness of ITAM processes and policies in each location.
- Evaluate major software and hardware assets and contracts in each location.
Key Benefits Achieved
- Identification of requirements in each location to ensure the consolidated ITAM program will meet needs and be adopted.
- Identification of best practices and areas of weakness in each location to inform target state.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Review stakeholder interview results to evaluate needs in each location. |
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| 3.2 | Build a requirements list for an ITAM tool. |
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| 3.3 | Use the Scorecard Tool to compare ITAM processes, policies, software, and hardware across locations. |
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| 3.4 | Identify best practices and areas of weakness. |
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Module 4: Design Consolidated ITAM Program
The Purpose
- Use information gathered through assessments to review existing ITAM processes and policies, extend or consolidate where applicable, or design new processes.
- Design the staffing of the ITAM office.
- Assess tool requirements to create an ITAM tool shortlist.
Key Benefits Achieved
- Identification of ITAM processes and policies to extend, consolidate, review, or define.
- An SOP and policy templates to document ITAM processes.
- ITAM job description templates and defined roles and responsibilities to staff the ITAM office.
- An ITAM tool shortlist based on requirements.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Identify ITAM processes and policies to extend, review and revise, or create, and assign responsibility. |
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| 4.2 | Define and document ITAM policies and procedures in SOP. |
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| 4.3 | Develop ITAM staffing roles and responsibilities. |
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| 4.4 | Develop an ITAM tool shortlist and RFP. |
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Module 5: Plan the Transition and Communications
The Purpose
- Develop a consolidation plan with prioritized initiatives to reach the target state.
- Develop a communications plan to get stakeholders on board with the change.
Key Benefits Achieved
- Clearly defined and prioritized initiatives and timeline to achieve the consolidation.
- Detailed communications plan to communicate the change and gather feedback from all stakeholders.
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Build a plan to achieve the consolidation. |
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| 5.2 | Identify initiatives needed to reach target state and prioritize them in a roadmap. |
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| 5.3 | Decide whether to hire professional services to assist with the consolidation. |
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| 5.4 | Develop a communications plan. |
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| 5.5 | Develop a plan for project evaluation, next steps, and continual improvement. |
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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 road map in place to complete your project successfully.
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