Success Portal Part 3 of 5 - SAM Maturity
[Music] hi my name is Sean Walker and I'm a principal product success architect here at service now and I'm also part of the Ranger team today I'm going to be talking to you about the Sam maturity assessments this video is part three of a five-part video series on the success portal so make sure you watch the other videos so you can really see how to leverage the success portal and how all the features work work together to mature your Sam program all right so in today's video we're going to be talking about Sam maturity we're going to talk about the different Sam maturity phases the crawl walk run phase and then we're going to get into a demo of the maturity assessment so St maturity is really important because a lot of our customers install St and they don't really know how to move their Sam program forward or maybe they don't even have a Sam program and they don't know where to start so the maturity assessment provides that all-in-one um adoption accelerator for them to be use and begin that journey into Sam it provides a predefined road map for the customers on how to implement and what they should be thinking about within that Sam product and then those maturity items really do act as like that checklist for trying to achieve those success goals the first phase of the maturity assessment is the crawl phase so this is where you begin your Sam Journey um and you do things like implementing or developing your program so you can this is where you want to look at establishing that healthy cmdb you know you really want to find those those tools that are out there in your environment that have that data that you need like your end user compute tools maybe usage tools maybe what kind of SAS portals we could think about integrating Etc so really identify where that data is you also definitely want to start thinking about uh establishing those processes and defining the roles right so who's going to do what who is responsible for what uh what do we have any existing processes for Sam that are the organization today and then you want to think about doing things in the crawl phase like that aren't as complex so you can definitely want to start driving some value so maybe you should focus on that and use your Computing software or maybe SAS Integrations while you're getting all the rest of that Discovery tools set up because a lot of times those licensing aren't as complex um so again this phase is really about getting your instance ready to start using Sam or features within Sam so if you're a more mature customer then a lot of these items may have already been completed in your instance but it's definitely still worth going through and reviewing each one of these items and maybe you'll Identify some potential gaps the next phase is the walk phase and this is where you really start to establish those processes procedures policies you got those resources identified you got those tools identified and you're starting to execute on the road map of your Sam program so this is where you can look at you know automating some of those manual processes that you've been doing before with that those ones that you identified in the crawl phase um maybe you've already gone through and gotten your end user Compu and your SAS uh Licensing in place so now you can start thinking about the more complex things like data center environments or maybe your Cloud environments and to bring your own license use cases um and maybe you have even more SAS Publishers that have surfaced that you want to continue that Automation and really look at getting those implemented um you can start thinking about additional you know governance maybe some cost controls through software metering Reclamation um you can identify uh overlapping software on your SAS Integrations and you can start really thinking about right sizing that software state by looking at those compliance results and the last phase is your run phase so this is where you're really mature um you have standardized and automated the processes U maybe you um maybe you want to start doing some more centralized asset tracking and system management so you can you know use St think about using standard catalog items um integrating the onboarding process for new catalog items have those old standardized maybe get that integration with your procurement system working finally so you don't have to swivel chair anymore um you know maybe you want to provide again users some sort of automated way to deploy the software and and really kind of right siize your software spend um and this is where you really want to be evaluating those processes on a regular basis and really seeing how they line up with your goals so one important thing I wanted to point out though is that you don't have to complete each one of the items in the preceding phase to be able to move on to the next phase so a lot of customers will start off smaller so if we think about our our very first crawl phase where we had the SAS integration so we identified our SAS integration in the crawl phase and then in the walk phase we created those Integrations right so we can go ahead and and do those those two phases the crawl and walk phases independently of every other item that's out there you don't have to have all of the crawl done before you even think about doing a a a walk phase or even a run phase so a lot of our customers will kind of mature those very specific processes that really do meet the organizational goals so you can get all the way from um identifying SAS to creating those Integrations to optimizing your spend and then you can start getting in the Run phase where you start looking at hey do we have SAS applications that have overlapping uh features and functionality we can start thinking about renegotiating our contracts to only using one particular soft and SAS vendor instead of two three four SAS tools that all do the same thing so now I'm going to jump into an instance and I'm going to walk you through the Sam maturity assessment all right so now I'm back in my Washington instance of service now with Sam installed and I've gone to the success portal in software asset workspace uh I'm going to come back over to the overview Tab and this is where I find the Sam maturity so you can see here and this is a Washington DC release so if you don't see this in your instance you might not be in Washington um so to go into the Sam maturity I can actually click here and go to view all the different maturity items so all of these maturity items are shipped as part of our content so if any new um items get added they will get added uh as part of our Content Library um you can't actually add any custom maturity items these are all predefined maturity items so if I take a look at the crawl phase and I take a look at some of the different items in here um there may be some that are applicable or these are at least some things that I can think about if I'm a brand new Sam customer I might want to talk about our procurement process how do we do procurement today for software you know do we have that swivel chair process because we want to create a PO in service now so we can receive allocate those um entitlements but we also probably have our own procurement system where we need to generate that PO and actually do the order from so we may have to swivel chair but now's the time we want to think about that procurement process and we want to actually go through and see how we're going to look at integrating that within service now Sam um those is where you can start you know things like thinking about your success goals what do you want to achieve this year and it can be very simp simple as you know getting that procurement process defined and here's something if you've watched the other two videos where we talked about one of our success goals that we set up was visibility into our enduser compute environment and how we wanted to install the service graph connectors um for jam and secm and get that data imported so this is actually something I can go into here and I can see oh hey this is something we've already got a goal in place for so just let me let me associate this particular um maturity item with a goal we already have in place and we can actually say hey this is already started so we can actually start this one and start moving ourselves down or up I should say on the maturity so hey we're not at zero we're actually you know we're actually a little bit further along here because we've actually started um some of these different tasks so for for existing customers who have had Sam for a while and just have this maturity uh item or maturity assessment you can start going through hey have I already done this in our environment uh have I not done this our environment um and I can go ahead and take a look and complete these to really show where we are um the next phase again is that walk phase so you can do things like hey we want to make sure that itam health check uh is running we do want to start looking at maybe doing some of our data center um Discovery right we want to discover those particular data center things so we get all of our server software and all of our our uh database information all that kind of stuff being discovered we really want to start that activity and then we want to make sure we normalize a lot of that Sam data coming in um and then finally you've got the Run phase where you basically start really mature you're more at a mature level and you you actually want to start thinking about hey let's do that procurement integration so we don't have to swivel chair anymore hey let's let's make sure we get an arba integration going and then it automatically sends the PO over to arba and then comes back right simplify and automate our processes so we're at this phase so again remember you can start you know specific um crawl activities soand I was saying in earlier in the presentation right we could start our get this this piece of the SAS Done Right which is kind of create and import all of our entitlements for SAS uh oops and then as part of our walk phase we might already want to get ahead and do those where is it SAS direct Integrations right so we we go ahead and complete that so we've completed the crawl we've completed the walk and now we're in this run phase where we we're taking a look at that overlapping software right so again you can have they don't all have have to be complete before you move to the next phage you may have pieces of them from crawl walk run and kind of show you where you are in your overall maturity journey and how does that line up with our business objectives uh and our Sam program where we want to be all right so that concludes the Sam maturity so in this video we discussed the Sam maturity assessment and we reviewed through those three phases the crawl walk and run phase and then I went into an instance and kind of showed those maturity items and related one to a success goal and kind of talked about how you can progress uh different maturity items throughout the phases without actually having to actually do each phase so if you want more information on the maturity assessments you can go to the service now product documentation website and there's a couple of good really good articles uh maturity stages of your software Asset Management program view all the maturity items for software asset management and then more things like maturity item details um remember this is part of a video series so this was part three of five so make sure you pay you you watch the other videos to learn more about the success portal and how all these different components work together to really mature your samp program thanks for your time
https://www.youtube.com/watch?v=R3taOHnBRpM