Book Image

Pocket CIO – The Guide to Successful IT Asset Management

By : Phara McLachlan
Book Image

Pocket CIO – The Guide to Successful IT Asset Management

By: Phara McLachlan

Overview of this book

This book is a detailed IT Asset Management (ITAM) guidebook with real-world templates that can be converted into working ITAM documents. It is a step-by-step IT Asset Management manual for the newbies as well as the seasoned ITAM veterans, providing a unique insight into asset management. It discusses how risk management has changed over time and the possible solutions needed to address the new normal. This book is your perfect guide to create holistic IT Asset Management and Software Asset Management programs that close the risk gaps, increases productivity and results in cost efficiencies. It allows the IT Asset Managers, Software Asset Managers, and/or the full ITAM program team to take a deep dive by using the templates offered in the guidebook. You will be aware of the specific roles and responsibilities for every aspect of IT Asset Management, Software Asset Management, and Software License Compliance Audit Response. By the end of this book, you will be well aware of what IT and Software Asset Management is all about and the different steps, processes, and roles required to truly master it.
Table of Contents (13 chapters)
Title Page
Dedication
Packt Upsell
Contributors
Preface

A special look at the Vendor/Auditor License Compliance Review process


The License Compliance Review process of vendors and auditors is broken down into 5 phases. Due to the flexible nature of the review process, not all reviews will go through all phases and may actually skip certain phases. All reviews begin with the Identification/Investigation Phase. The potential review candidates then go through the Internal Notification Phase. The approved review candidates then go through the Customer Notification Phase. During the Customer Notification Phase, some audits may be dropped, while most others will transition either to the Audit Phase (an actual audit - either a self audit or an audit conducted by an independent auditor) or jump directly to the Settlement Phase. Each of these phases is described below in more detail.

Phase one – identification/investigation

The Director of License Management will review all non-compliance leads and assign those leads to be actively investigated based on...