Steps
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Process and Activity
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Roles
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Work products
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Tools
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Obtain a list of software that is installed on the machine to be upgraded and its associated usage.
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Asset Management

Ready and Control Asset
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Asset Analyst
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Configuration Information
|
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Investigate and analyze product usage.
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Asset Management

Ready and Control Asset
|

Asset Analyst
|

Asset Information
|
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For the low usage products, gain approval from the users that the product is no longer required.
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Asset Management

Ready and Control Asset
|

Asset Analyst
|

Asset Information
|
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Review license costs of software products.
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Asset Management

Report Asset Information
|

Asset Controller
|

Items
|
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Verify compliance.
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Asset Management

Report Asset Information
|

Asset Analyst
|

Asset Information
|
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Verify costs with the vendor or review contract financials.
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Supplier Management

Manage Supplier Contracts
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Asset Analyst
|

Service Level Agreements (SLAs), Operational Level Agreements (OLAs), and Underpinning Contracts (UCs)
|
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Keep track of vendor contact events.
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Supplier Management

Manage Portfolio of Suppliers
|

Asset Analyst
|

Supplier Service and Product Information
|
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Record the software costs for the upgrade.
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Supplier Management

Manage Supplier Contracts
|

Asset Analyst
|

Service Level Agreements (SLAs), Operational Level Agreements (OLAs), and Underpinning Contracts (UCs)
|
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Report software financial impact and recommendations.
|

Asset Management

Monitor Audit and Reconcile Asset Records
|

Asset Analyst
|

Asset Reconciliation Data
|
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Determine vendor and product actions to take.
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Portfolio Management

Make IT Portfolio Decisions and Commitments
|

IT Portfolio Manager
|

IT Portfolio
|
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