1. CSM Meeting Shaun Fröhlich 1 st June 2006

2. Objectives  To help you gain & remain in control of your software assets  To improve security  To improve service delivery  To reduce waste  To reduce risk

3. Agenda  Introduction  IiS a brief history  ISO-19770 & the certification tool  Trustworthy certification  Summary & close

4. I i S Was Born From Need  Definition, recognition & reward  The need for a global approach  Independent, open & inclusive  Recognition  Of a definitive process  Of SAM expertise & experience  Absolute clarity sorting good from bad  On-going “certificates of conformity”  Reward - drivers to support SAM

5. I i S - Investors In Software  Not-for-profit limited liability under English law  Mission:- To support & advance professionalism in software asset management and related IT asset management, to enable individuals & organisations to improve effectiveness & efficiency www.investorsinsoftware.com

6. Membership  Software publishers:  Microsoft, Symantec  Software Tools vendors:  Centennial, Express Metrics  Non Exec Directors:  Ernst & Young, KPMG, Software Spectrum, SCC  Board Directors:  Shaun Fröhlich, Zak Virdi, Sean Robinson, Tony Fisher, Dave Bickett

7. ITIL SAM BS 15000 ISO/IEC 20000 Best PracticeStandards ITIL ISO/IEC 19770-1 SAM Relationships

8. Development Parallels Major Market Drivers Best Practice User Group Standards Service Management Operations Management (Help Desk etc) ITILitSMF BS 15000 ISO/IEC 20000 Software Asset Management Risk Management (License Compliance etc) ITIL SAM Investors in Software ISO/IEC 19770

9. The ITIL SAM Guide  ITIL Best Practice in Software Asset Management  Book  Published 9 September 2003  ISBN:0113309430  CD  ISBN:0113309449

10. 19770-1 History – Idea

11. 19770-1 History – Issue 1

12. 19770-1 History – Issue 2

13. 19770-1 History - Final

14. ISO 19770-1 Certification Tool Demonstration

15. ISO 19770-1 Self-certification Un-authorised Cert Accredited Certified Accredited Cert + IiS Status Before any standards…. SAM - SuretyDriving Analogy No SAM definitionLawless roadsMayhem & self- rule Self-taught still dangerous Licensed, legal, “safe” & insurable Advanced safer & cheaper to insure Self-checked no surety Partner* checked so no surety or “badge” Accredited** checker so badge & no surety Compliant & committed Accredited Cert + IiS MS n/aRecognition & reward Microsoft Symantec Monotype & more… Vendor specific extensions *Without independently regulated partners there is no surety of the qualification or capability of SAM practitioners. ISEB/ IiS ** UKAS determines which organisations can certify although with none have SAM expertise. IiS Instructed still a bit dangerous

16. Certification Challenges

17.  Anybody can certify  In any way they want  Mail-order certifications  On-line certificationz  Paper-based reviews  Partial certifications  With varying interpretations as to the meaning of the standard

18. IiS Certification Scheme  Based on itSMF Certification Scheme for Service Management (BS 15000 – ISO/IEC 20000)  With add-on manufacturer-specific certifications

19. IiS Certification Scheme  Any individual performing certifications must have passed the relevant competency examination  19770-1 auditing skills  Manufacturer-specific exams for add-on certifications  Exams and training likely to be world-wide via Information Systems Examination Board (ISEB)

20. IiS Certification Scheme  Additional exam available for consultants / implementers  Registers of  Individuals who can certify  Individuals who can help prepare/implement  Certification bodies participating in the IiS scheme  Organisations certified, and the relevant scope statements

21. Summary & Thank You