IBM Software Group IT Asset Management Demo

IBM Software Group ITAM Demonstration Points (not necessarily in order… 1 Procurement 2 Asset Lifecycle 3 SW License Compliance (script still in the works) 4 IBM Tivoli Service Request Manager 5 WF and Setup 2

IBM Software Group Assumptions § Although basic product navigation skills are a nice to have, this ppt should walk you through how to use “Maximo” to deliver this demonstration. § At the end of this presentation are slides showing prerequisites that should be completed before attempting to deliver this demo. You might want to make sure your VM is in Persistent mode – then run the demos in non-persistent mode. 3

IBM Software Group Plan Phase Concepts § Terms & Conditions § Request for Quote § Purchase / Lease § Companies / Company Master 4

IBM Software Group Acquire Phase § End user creates a request for some new software § The Manager updates Workflow § Request processing § Purchasing process § Receiving § Verification order was properly received 5

IBM Software Group End user makes a request 6

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IBM Software Group Procurement person looks for requests 8

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IBM Software Group Modify the SC for easy future lookups 11

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IBM Software Group Viewing the Request 17

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IBM Software Group Creating the Requested Item 20

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IBM Software Group WF modification 24

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IBM Software Group Creating the Actual PR 29

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IBM Software Group Creating the PO 37

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IBM Software Group Receive the Items / Assets 44

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IBM Software Group Check for the newly created Assets 52

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IBM Software Group END OF THE SCRIPT FOR NOW TO BE CONTINUED… 54

IBM Software Group SW Licensing – in the works 55

IBM Software Group Deploy Phase § ITSM initiated – Change request § Storeroom balance § Lifecycle of Asset 4 User(s) / Location / DPA / Status / Tickets / MTBF / Decommissioned 4 TADDM / Discovery 56

IBM Software Group Issue Software 57

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IBM Software Group Manage Phase § ITSM § IMAC § Discovery / IMIC § Reconciliation 62

IBM Software Group SC Modification 63

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IBM Software Group Working with Assets 72

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IBM Software Group Moving Assets (IMAC) 76

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IBM Software Group Single solution with tickets & details 80

IBM Software Group Reconciliation 81

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IBM Software Group Relationships 83

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IBM Software Group Disposal Phase § Technology disposal § Notifications of contract end date § Additional Reporting 86

IBM Software Group Asset end of life 87

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IBM Software Group Contracts expiring 89

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IBM Software Group Leased asset return 95

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IBM Software Group Things you need to do BEFORE a demo – slides to follow showing detail – PERSIST data in the VM § Remove Wilson from the Maint Group – Refresh Start. Center 4 Remove REDDING from the Inventory group – same process § Modify Jones Start. Center – remove KPI’s & Add Receiving app § Location FIELDSTAFF needs a valid GL Account Code § Deactivate ALL Prism WF § Need to update Lease / Warranty Contract for 7112 98

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IBM Software Group Blank slide for more later… 106

IBM Software Group Additional Demo “sub-scripts” Thoughts § WF and App Designer Demo – If import app – then need to include details on adding the relationship, creating the container, etc § view item availability § one contract for all of computers in group - easy way to associate contract with multiple assets - for instance buy computers that come with service agreement for a couple of years - extend have to set up a different contact and will buy it for 1000 computers. how do you make that connection - in warranty contracts - select assets - search them and add them to the warranty contract § SW Contract license stuff – OH yea! Definitely needed. 107

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IBM Software Group Thoughts for LATER § Plan / Acquire / Deploy / Manage / Retire 4 Audit / Control / Reconcile § Asset Contracts 4 Warranty / Lease / SW 4 Payment Schedules ? § Integration ? § Assignment Manager ? 109