George Spalding

Travis Wright

Shaun Ericson

Asset Management vs. Configuration Management? Who’s Winning?

Agenda

Quick intro of your presenters

The Cireson Pillars, why are we working with Pink

Inventory management

Asset Management

Configuration Management

Common, different or related

Quick intro from the presenters

George SpaldingExecutive Vice

PresidentPink Elephant

Travis WrightVP Product Management

Cireson

Shaun EricsonCo-Founder

Cireson

Service Management

Asset Management

Service & Asset Services

Partner & CommunityThe Cireson

Pillars

Evolution of information needs

Inventory Management

Asset Management

Configuration Management

Serial #Asset Tag

Software Installed

Lifecycle StateOrganizational Attributes

Financial Attributes

Service & Component AttributesService & Component

Relationships

Inventory Management Inventory Management

Inventory Management purpose

The purpose of Inventory Management is to track the basic discoverable and non-discoverable attributes that surrounds a Configuration Item (“CI”)

Typical CI attributes include serial number, asset tag, manufacture, model, software installed, software utilized, CPU and memory detail

IT Asset Management Asset Management

IT Asset Management purpose

The purpose of IT Asset Management is to ensure standard methods, procedures and tools are used to enable IT to make informed decisions and to effectively manage the lifecycle of IT Assets and related non-IT assets

Governance and Control of IT Assets

ITAM Process Uses Asset Information To Manage/Control

The Asset Lifecycle

IT Asset Management objectives Standardize the procedures for asset activities

Reduce the cost of managing IT assets

Ensure financial and audit controls are in place

Provide common asset acquisition and financial management interfaces across the organization for IT assets

Provide consistent and integrated asset information, including agreed upon asset attributes, for all technical architectures and environments – promote reuse

Make required asset information available to other processes in a format that is generally accessible (i.e. a repository with a common reporting facility)

Safeguarding of assets, including the confidentiality and integrity of asset records

IT Asset Management scope

IT Asset Management covers IT assets across the entire Asset Lifecycle, from the point of acquisition through disposal

ITAM may also cover non-IT assets and work products used to develop the IT Services and Configuration Items (CIs) required to support the IT Services that are formally classified as Assets

The scope covers interfaces to internal and external Suppliers where the Assets they provide underpin IT Services and need to be under the control of ITAM

Value to the business

Better forecasting and planning of changes

Increased insight into the Total Cost of Ownership of the IT function by providing complete and detailed Asset lifecycle information

Planning for optimal IT Asset performance improves the overall IT Service Performance and optimizes the costs and risks caused by poorly managed IT Assets

Better adherence to standards and legal and regulatory obligations through less non-conformance

Survey Question

IT Configuration Management Configuration Management

Service Asset and Configuration Management “SACM” purpose

Ensure the assets required to deliver services are properly controlled

Ensure accurate and reliable information about those assets is available when and where it is needed

SACM goals

Support efficient and effective Service Management processes by providing accurate configuration information

Support the business’ and customer’s control objectives and requirements

Minimize quality and compliance issues caused by improper configuration of services and assets

Optimize IT service assets and configurations

Optimal Service Delivery

SACM objectives

Identify, control, record, report, audit and verify the components of services and the infrastructure

Maintain accurate configuration records through the service lifecycle by ensuring that only authorized components are used and only authorized changes are made

Protect the integrity of Configuration Items (CI) and service assets through the service lifecycle

Establishing and maintaining an accurate and complete Configuration Management System (CMS)

SACM scope

Service Asset Management covers service assets across the Service Lifecycle, provides a complete inventory of assets, and is responsible for their control

Configuration Management provides a logical configuration model of services, assets and infrastructure by recording relationships between the Service Assets and Configuration Items

SACM supports the entire Service Lifecycle

Value to the business Better forecasting and planning of

changes

Changes and Releases to be assessed, planned and delivered successfully

Incidents and Problems to be resolved within the service level targets

Service levels and warranties to be delivered

Better adherence to standards, legal and regulatory obligations

The ability to identify the costs for a service

Demonstrable control of service assets and configurations

A consumer example, Bank of America

Commercial, VP of Check Processing

BofA processes 3 million checks a day

VP did not care about that

Cared about processing 1 check correctly, 3 million times

SACM provides optimal services delivery

Common, Different Or Related

It’s All About Data & How It’s Applied & Used

Purchase Order

Generated

Vendor Fills Order and

Ships

Asset Received

and Staged

Asset Deployed

Asset Nears EOL

Asset Removed

From Environment

Asset Disposal

IT Asset Database

Asset Managed

RFC Generated

CI in Production

Attribute Changes/Information Needs CI Retired

CMDB

Asset Lifecycle – Financial & Asset Management Information Continuum

Common Interest

Track lifecycle of Assets (ITAM) and Configuration Items (SACM)

Financial information

Control requirements

Verification and Audit requirements

Understanding the state of Assets and Configuration Items

Adequate methods of identification and management

Supporting Financial Management for IT Services

Support/regulatory compliance concerns

Differences

Asset Management Configuration Management Limited to physical

assets and what they are (both IT and non-IT assets)

Supports Financial Management

Statuses are focused on the entire asset lifecycle (from Acquisition to Disposal)

More Tactical

More Control

Focused on configuration items and what they to do (asset and non-asset)

Includes Service Assets

Supports all Service Management processes

Statuses relative to service lifecycle

More Operational Goals

RELATIONSHIPS of configuration items

Were here to help, don’t be shy and reach out!

Visit us at the Pink Conference in Las Vegas 2/16 – 2/18 @ Booth #317

Contact us for official IAITAM Certified Training offerings

Reach out for questions on how to extend your Inventory Management solution into a true Asset Management and Configuration Management platform

Cireson Store, www.cireson.com Ciresonteam@cireson.com(855) 871-1232

@teamcireson@shaunericson@radtravis