Where is IT Asset
Management in ITIL?
Nicole Conboy, NCA
IT Service & Asset Management Consultant
What is “IT Asset Management”?
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Inventory Collection
“What”
122
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1000
?
1000
200
Asset Tracking
“Where / Who”
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SW License Management
“How Used”
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IT Asset Management
Net
Book
Value
“How Much”
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Configuration Management Configuration
“How Related”
Items (CI’s)
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How do you do IT Asset Management?
Inventory Collection
 Snapshot of IT assets (wall to wall)
 Requires an inventory repository
 Use of scan tools will increase accuracy and efficiency
Asset Tracking
 Requires Change Management (or IMAC) to authorize changes and
notify asset data base administrator
 Requires an asset repository and scan tools/site visit to verify DB
 Requires user verification for accuracy (use Incident Management)
HW and/or SW IT Asset Management (full lifecycle management)
 Uses ITIL Incident, Change, Release, Configuration, Capacity,
Financial and Service Level Management processes
 Requires interface to Contract Management (Warranty, Maintenance)
 Understand TCO of IT Assets
 Requires accurate reports
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What about Software License and
Configuration Management?
Software License Management (metering and monitoring)
 Requires Asset DB, Metering/Monitoring tools, Discovery tools, DSL
 Uses ITIL Change, Financial, Capacity, Configuration and Release
Management processes
 Requires interface to Contract Management, Procurement
 Requires HW Asset tracking
Configuration Management
 Requires CMDB (with functionality to define relationships)
 Discovery tools will increase accuracy
 Uses NW diagrams and build information
 Includes documentation
 Requires Change and Release Management for accuracy
 Service Level Management will ensure success through continuous
improvement, SLA’s, UC’s and OLAs
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ITIL processes assisting with IT
Asset Management
Configuration Plan and Identify CI’s, Control CMDB, Track CI Status through lifecycle
Management Audit/Verify CI Data, Produce reports
Change
Management
Authorizes changes to CI’s/assets
Financial
Management
for IT
Assists with determining budgets, depreciation methods
Allocates cost types to assets (CIs)
Uses HW/SW costs/details for use in cost models, plans, TCO
Release
Management
Orders HW/SW for release – maintains DSL and DHS
Maintains Documentation (licenses, contracts, procedures)
Capacity
Management
Determines correct capacity of resources (CI’s) for business (plans)
Monitor usage and allocate licenses accordingly
Incident
Management
Service Request = Standard Change, procedures to update CMDB
Report CI discrepancies
Service Level
Management
Define requirements, deliverables for IT Asset Services
Create SLA, UC, OLA
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ITIL’s Software Asset Management
book
 Assists with business case and benefits
 Provides guidance on implementation
 Identifies potential CI’s and attributes to track
 Describes license types
 Discusses tools
Not prescriptive!
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Implementing
Asset/Configuration
Management
Why invest in IT Asset or
Configuration Management?
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Legal compliance i.e. Sarbanes-Oxley, Privacy
Software license compliance
Assist high-availability
Improve management of IT resources (people, tools)
Increase user efficiency
Reuse of assets/Recovery of lost assets
Timely lease returns
Relieve tax burdens
Secure, timely product removal
Address vendor challenges or invoice errors
Improve warranty service
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Use a standard improvement method
Vision
High level business objectives and requirements
Assess
Understand where you are - strengths/weaknesses
in people, processes, technology, investment
Plan
Implement
Where you want to be and target timeframe
Activities to close gap to target
Measurements KPI’s to determine if the target was met
Continuous
Improvement
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Select CI’s with the highest ROI
Desktop
Payback
Printer
Laptop
Software
Network
Server
Docs
Wireless
Cellular
Mainframe
Telecom
PDA
Cable
Complexity
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Use a phased approach
by:
 Asset type
 Configuration Item
 Location
 Customer Group
 Service
SW License Management
SW Asset Management
HW Asset Management
Configuration Management
Asset Tracking
Inventory Collection
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Don’t forget the CSF’s!
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People
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Processes

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Configuration, Change, Financial, Release, Capacity,
Incident, Policies, Procedures, Work Instructions, etc.
Technology
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Process Manager, Configuration Librarian, SME’s,
training, ownership, roles and responsibilities, etc.
CMDB, Scan tools, DSL, metering/monitoring tools, order
tools, etc.
Information

Data, reports, exceptions, audits, recommendations,
plans, etc.
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Additional tips for success
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Determine who owns the program (IT, Finance, Procurement?)
Create Program Governance
Establish a Process Owner/Process Manager
Identify SME’s for each asset class and function in the lifecycle
Manage the program with Key Performance Indicators (KPI’s)
Include requirements in SLA’s, OLA’s and UC’s
Promote understanding/compliance with policies, process, standards
Standardize procedures to improve activities
Ensure financial and audit controls are in place
Assess, implement and integrate tools to enable the process
Provide common and consistent interfaces for asset acquisition,
financial management and disposal across the organization
Enable information to be easily accessible in a timely manner
Reduce the cost of managing assets
Establish a continuous improvement program to add value
Keep it simple
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Thank You!
Nicole Conboy
Nicole Conboy & Associates
(416)203-1840
[email protected]
NCA Partners:
Ahead Technology, Burntsand, Micromation Inc.,
Procept Associates, Tony Grice & Associates
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