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The ITAM Review Australia Conference 2017
The Long Way Round:
from chaos to cohesion
Gary Rogers
Software Asset Manager, NSW Health
The ITAM Review Australia Conference 2017
My Experience
15 years on the client side working in Greenfield sites
-  Brisbane City Council – ~6,000 seats, ~$3M annual
software spend
-  Commonwealth Bank – ~50,000 seats, $260M
annual software spend
-  NSW Health - ~115,000 FTE, $92M annual state
wide agreement software spend
The ITAM Review Australia Conference 2017
Greenfield Sites
-  No organized SAM
-  Pre-Baseline
-  No clear idea of what SAM should be delivering
-  Completely reactive, no real strategies
The ITAM Review Australia Conference 2017
Expectations
21	
  IT	
  Departments	
  
Hundreds	
  of	
  contracts	
  
Thousands	
  of	
  purchases	
  
Millions	
  of	
  Dollars	
  
Audits	
  
Resourcing	
  Issues	
  
Funding	
  Issues	
  
Cloud	
  
“Quick	
  wins	
  will	
  confirm	
  my	
  
ability”	
  
“SAM	
  is	
  quick	
  to	
  implement”	
  
“SAM	
  can	
  be	
  done	
  part	
  Hme”	
  
“SAM	
  will	
  show	
  immediate	
  benefits”	
  
“SAM	
  is	
  not	
  hard	
  –here	
  is	
  what	
  you	
  need	
  to	
  do”	
  
“ImplemenHng	
  SAM	
  is	
  not	
  hard,	
  
here	
  is	
  how	
  to	
  do	
  it”	
  
“SAM	
  should	
  show	
  immediate	
  benefits”	
  
“If	
  I	
  can’t	
  do	
  this,	
  then	
  I’ve	
  FAILED”	
  
“If	
  you	
  can’t	
  do	
  this,	
  then	
  you’ve	
  FAILED”	
  
“If	
  it	
  isn’t	
  like	
  this,	
  then	
  you’ve	
  FAILED”	
  
The ITAM Review Australia Conference 2017
Results
You will end up working 10/12/14 hour days…every day… for
weeks on end
It will become your new normal
	
  
Because of this, others will expect it of you – yet another
unrealistic expectation
	
  
Because of this, others will believe they have to do it too
	
  
The ITAM Review Australia Conference 2017
Now the practical stuff
Quick wins are a double edged sword… too good and you’ll be
buried under unrealistic expectations of success… not good
enough and you won’t gain traction.
Sneaky Tip #1
Build your profile: Listen to the people around you for
opportunities. There will be stacks that require some visible effort
(not too much) and that eases an obvious pain point that isn’t
front of mind for your stakeholders, i.e. prove your value without
fanfare.
	
  
The ITAM Review Australia Conference 2017
Data is kind of…….Important
To fully understand the task in front of you, finding out
the size and scale of the various platforms, domains
etc. is, obviously very important. It is vital that you
scope this before you get pushed into providing
timeframes and estimates.
Sneaky	
  Tip	
  #2	
  
	
  The	
  techos	
  are	
  your	
  friends:	
  They	
  will	
  give	
  you	
  a	
  feel	
  for	
  the	
  quality	
  of	
  the	
  
data	
  you	
  are	
  going	
  to	
  get	
  and	
  any	
  quirks,	
  catches	
  or	
  black	
  holes	
  in	
  it.	
  
The ITAM Review Australia Conference 2017
Stakeholders are Painful Valuable
Jokes aside, key stakeholders are absolutely vital. If you don’t
understand their requirements you will find yourself answering
horrible “you suck” emails on your way out the door.
Sneaky	
  Tip	
  #3	
  
	
  Where	
  possible,	
  meet	
  with	
  the	
  stakeholders	
  to	
  understand	
  what	
  their	
  
business	
  outcomes	
  are	
  and	
  where	
  their	
  pressure	
  points	
  are	
  to	
  see	
  if	
  there	
  
is	
  an	
  opportunity	
  to	
  assist	
  them	
  in	
  a	
  way	
  that	
  they	
  hadn’t	
  foreseen.	
  
The ITAM Review Australia Conference 2017
Rome wasn’t built ….yada yada yada
The temptation to take the previous slides and
supercharge your approach should be resisted! You
still need a plan for which of these tasks you do and in
what order.
Sneaky	
  Tip	
  #4	
  
	
  Be	
  the	
  Beaver:	
  Build	
  walls	
  and	
  dams	
  using	
  the	
  tasks	
  so	
  that	
  you	
  achieve	
  
greater	
  benefits.	
  For	
  example,	
  use	
  your	
  small	
  “favours”	
  as	
  blocks	
  to	
  build	
  a	
  
dam	
  that	
  restricts	
  and	
  redirects	
  the	
  flow	
  of	
  soFware	
  coming	
  into	
  your	
  
organizaHon	
  and	
  idenHfies	
  further,	
  larger	
  targets.	
  
	
  
The ITAM Review Australia Conference 2017
Vendors
Sales people generally cause you more problems than
they solve! They tend to have an incomplete view of
the licensing rules and are just a little bit wary of
introducing you to their licensing team.
Sneaky	
  Tip	
  #5	
  
	
  Bore	
  them	
  to	
  death:	
  Keep	
  asking	
  detailed	
  quesHons	
  about	
  licensing	
  at	
  
every	
  opportunity	
  unHl	
  they	
  cave	
  in.	
  This	
  will	
  give	
  you	
  access	
  to	
  their	
  licensing	
  
team	
  and	
  let	
  them	
  know	
  that	
  you	
  aren’t	
  a	
  push	
  over.	
  
	
  
The ITAM Review Australia Conference 2017
Licensing One Pagers – who knew right?
Believe it or not, it is possible to explain some licensing in a brief
one page document. If you don’t have a central location you can
share it from, make sure you have it ready to attach in response
to emails. Give it to the tech teams. Give it to the Service Desk.
Give it to anyone who asks!
Sneaky	
  Tip	
  #6	
  
	
  Some	
  vendors	
  have	
  excellent	
  one	
  page	
  licensing	
  briefs…not	
  many	
  but	
  
some.	
  If	
  in	
  doubt	
  add	
  links	
  to	
  the	
  vendors	
  websites…	
  that	
  should	
  help	
  your	
  
customers	
  understand	
  it	
  isn’t	
  simple.	
  	
  Good	
  reference	
  for	
  licence	
  
interpretaHon:	
  hNps://tldrlegal.com	
  
	
  
The ITAM Review Australia Conference 2017
Bulldozers
These are stakeholders and key players that answer any of your
questions/arguments with ‘I don’t care…it’s not as important as this other
thing I’m doing”. Extremely frustrating, more so if they decide to escalate
up the chain to prove how annoying you are and how wonderful they
are…
Sneaky	
  Tip	
  #7	
  
	
  Don’t	
  try	
  to	
  beat	
  them:	
  	
  Let	
  them	
  beat	
  themselves,	
  ask,	
  very	
  politely	
  for	
  
them	
  to	
  confirm	
  that	
  they	
  are	
  happy	
  to	
  accept	
  the	
  risk	
  (spell	
  it	
  out	
  clearly)	
  of	
  
not	
  doing	
  what	
  you	
  want	
  via	
  an	
  email.	
  
The ITAM Review Australia Conference 2017
Relevance
It is very easy to forget that what you do isn’t the be all and end all of the
process. What you are trying to do can have far ranging impacts. The
issues you face doing your job may not be the world ending nightmares
you think they are.
Sneaky	
  Tip	
  #8	
  
	
  Join	
  Them:	
  	
  Organize	
  an	
  annual	
  visit	
  to	
  a	
  customer	
  facing	
  team	
  and	
  get	
  
them	
  to	
  show	
  you	
  what	
  they	
  do.	
  Ask	
  them	
  what	
  issues	
  they	
  face.	
  You	
  may	
  not	
  
be	
  able	
  to	
  directly	
  help	
  them,	
  but	
  you	
  will	
  at	
  least	
  understand	
  what	
  the	
  front	
  
line	
  staff	
  are	
  dealing	
  with.	
  
The ITAM Review Australia Conference 2017
Summary
You can’t do everything at once… so don’t try
SAM is not easy – neither is convincing others
Vendors are rarely your friend in this space
Relationships built on trust are critical to success
You can’t know everything, but you can know where to
look
If in doubt, ask! The SAM/ITAM forums are full of
people who are willing to help
The ITAM Review Australia Conference 2017
Questions?
The ITAM Review Australia Conference 2017
The ITAM Review Australia Conference 2017
Thank You

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ITAM AUS 2017 The Long Way Round: from chaos to cohesion

  • 1. The ITAM Review Australia Conference 2017 The Long Way Round: from chaos to cohesion Gary Rogers Software Asset Manager, NSW Health
  • 2. The ITAM Review Australia Conference 2017 My Experience 15 years on the client side working in Greenfield sites -  Brisbane City Council – ~6,000 seats, ~$3M annual software spend -  Commonwealth Bank – ~50,000 seats, $260M annual software spend -  NSW Health - ~115,000 FTE, $92M annual state wide agreement software spend
  • 3. The ITAM Review Australia Conference 2017 Greenfield Sites -  No organized SAM -  Pre-Baseline -  No clear idea of what SAM should be delivering -  Completely reactive, no real strategies
  • 4. The ITAM Review Australia Conference 2017 Expectations 21  IT  Departments   Hundreds  of  contracts   Thousands  of  purchases   Millions  of  Dollars   Audits   Resourcing  Issues   Funding  Issues   Cloud   “Quick  wins  will  confirm  my   ability”   “SAM  is  quick  to  implement”   “SAM  can  be  done  part  Hme”   “SAM  will  show  immediate  benefits”   “SAM  is  not  hard  –here  is  what  you  need  to  do”   “ImplemenHng  SAM  is  not  hard,   here  is  how  to  do  it”   “SAM  should  show  immediate  benefits”   “If  I  can’t  do  this,  then  I’ve  FAILED”   “If  you  can’t  do  this,  then  you’ve  FAILED”   “If  it  isn’t  like  this,  then  you’ve  FAILED”  
  • 5. The ITAM Review Australia Conference 2017 Results You will end up working 10/12/14 hour days…every day… for weeks on end It will become your new normal   Because of this, others will expect it of you – yet another unrealistic expectation   Because of this, others will believe they have to do it too  
  • 6. The ITAM Review Australia Conference 2017 Now the practical stuff Quick wins are a double edged sword… too good and you’ll be buried under unrealistic expectations of success… not good enough and you won’t gain traction. Sneaky Tip #1 Build your profile: Listen to the people around you for opportunities. There will be stacks that require some visible effort (not too much) and that eases an obvious pain point that isn’t front of mind for your stakeholders, i.e. prove your value without fanfare.  
  • 7. The ITAM Review Australia Conference 2017 Data is kind of…….Important To fully understand the task in front of you, finding out the size and scale of the various platforms, domains etc. is, obviously very important. It is vital that you scope this before you get pushed into providing timeframes and estimates. Sneaky  Tip  #2    The  techos  are  your  friends:  They  will  give  you  a  feel  for  the  quality  of  the   data  you  are  going  to  get  and  any  quirks,  catches  or  black  holes  in  it.  
  • 8. The ITAM Review Australia Conference 2017 Stakeholders are Painful Valuable Jokes aside, key stakeholders are absolutely vital. If you don’t understand their requirements you will find yourself answering horrible “you suck” emails on your way out the door. Sneaky  Tip  #3    Where  possible,  meet  with  the  stakeholders  to  understand  what  their   business  outcomes  are  and  where  their  pressure  points  are  to  see  if  there   is  an  opportunity  to  assist  them  in  a  way  that  they  hadn’t  foreseen.  
  • 9. The ITAM Review Australia Conference 2017 Rome wasn’t built ….yada yada yada The temptation to take the previous slides and supercharge your approach should be resisted! You still need a plan for which of these tasks you do and in what order. Sneaky  Tip  #4    Be  the  Beaver:  Build  walls  and  dams  using  the  tasks  so  that  you  achieve   greater  benefits.  For  example,  use  your  small  “favours”  as  blocks  to  build  a   dam  that  restricts  and  redirects  the  flow  of  soFware  coming  into  your   organizaHon  and  idenHfies  further,  larger  targets.    
  • 10. The ITAM Review Australia Conference 2017 Vendors Sales people generally cause you more problems than they solve! They tend to have an incomplete view of the licensing rules and are just a little bit wary of introducing you to their licensing team. Sneaky  Tip  #5    Bore  them  to  death:  Keep  asking  detailed  quesHons  about  licensing  at   every  opportunity  unHl  they  cave  in.  This  will  give  you  access  to  their  licensing   team  and  let  them  know  that  you  aren’t  a  push  over.    
  • 11. The ITAM Review Australia Conference 2017 Licensing One Pagers – who knew right? Believe it or not, it is possible to explain some licensing in a brief one page document. If you don’t have a central location you can share it from, make sure you have it ready to attach in response to emails. Give it to the tech teams. Give it to the Service Desk. Give it to anyone who asks! Sneaky  Tip  #6    Some  vendors  have  excellent  one  page  licensing  briefs…not  many  but   some.  If  in  doubt  add  links  to  the  vendors  websites…  that  should  help  your   customers  understand  it  isn’t  simple.    Good  reference  for  licence   interpretaHon:  hNps://tldrlegal.com    
  • 12. The ITAM Review Australia Conference 2017 Bulldozers These are stakeholders and key players that answer any of your questions/arguments with ‘I don’t care…it’s not as important as this other thing I’m doing”. Extremely frustrating, more so if they decide to escalate up the chain to prove how annoying you are and how wonderful they are… Sneaky  Tip  #7    Don’t  try  to  beat  them:    Let  them  beat  themselves,  ask,  very  politely  for   them  to  confirm  that  they  are  happy  to  accept  the  risk  (spell  it  out  clearly)  of   not  doing  what  you  want  via  an  email.  
  • 13. The ITAM Review Australia Conference 2017 Relevance It is very easy to forget that what you do isn’t the be all and end all of the process. What you are trying to do can have far ranging impacts. The issues you face doing your job may not be the world ending nightmares you think they are. Sneaky  Tip  #8    Join  Them:    Organize  an  annual  visit  to  a  customer  facing  team  and  get   them  to  show  you  what  they  do.  Ask  them  what  issues  they  face.  You  may  not   be  able  to  directly  help  them,  but  you  will  at  least  understand  what  the  front   line  staff  are  dealing  with.  
  • 14. The ITAM Review Australia Conference 2017 Summary You can’t do everything at once… so don’t try SAM is not easy – neither is convincing others Vendors are rarely your friend in this space Relationships built on trust are critical to success You can’t know everything, but you can know where to look If in doubt, ask! The SAM/ITAM forums are full of people who are willing to help
  • 15. The ITAM Review Australia Conference 2017 Questions? The ITAM Review Australia Conference 2017
  • 16. The ITAM Review Australia Conference 2017 Thank You