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PlanitROI

Design

Asset Management with Best Practices

Today, leading-edge Asset Management procedures are a frequent goal for business leaders in view of changing environmental, privacy and technological requirements. At PlanITROI, our efforts are singularly directed at helping our partners to achieve their greatest Return On Investment from management and retirement of IT assets.

After preliminary conversations, a range of planning services offered by PlanITROI may be of interest to customers. That may include consulting and supporting management personnel or taking full responsibility for the following: develop an asset data respository for currently used equipment; collect, inventory and document surplus equipment; archive or eliminate confidential or sensitive data on software; and perform all packing and removal functions. In addition, PlanITROI can direct an employee sale, charitable contribution and lease management programs.

PlanITROI offers consulting services to focus on management goals and develop a process to reach those goals. By contracting with PlanITROI to create a framework to meet their goals, a company can gain industry-leading advice at a price well below what it would cost for internal management and staff to do it. The basic framework for a consulting project is as follows:

  1. Fact-finding:
    PlanITROI will collect information from management, engineers and other business unit managers to enumerate goals for policies to be implemented.  This process will include a questionnaire detailing the environment (facilities, equipment inventory, organization chart, business goals and strategies, purchase/lease procedures, maintenance, security, business applications, licenses) followed by a 1-2 day visit to customer facilities for low-impact fact-finding, followed by issuance of a report detailing steps to be taken to implement a full-scale IT asset management program. The intent is to identify existing problems and opportunities for cost savings or avoidance.  Existing programs will be examined for consideration of how ROI is affected by current methods of asset tracking, distribution, maintenance, remarketing and disposal.  Within two weeks of the on-site visit, PlanITROI will compile a report recommending steps to take for building a full asset management program.
     
  2. Software:
    PlanITROI will work with the customer to select an application for tracking and managing assets within the company’s budget and technology parameters.  That may be an asset management tool developed by PlanITROI or by a partner of PlanITROI.  It may bring new functionality to a tool currently employed in the enterprise. A thorough examination will be made of existing applications for staff support, future needs, training and licensing: Auto Discovery, Asset Repository, Service Desk, CRM, Purchasing and E-Commerce, ERP, Network Systems Management, Contracts Management and Reconciliation and Human Resources.
     
  3. Management:
    PlanITROI will work with the customer to define responsibilities for a team of management and maintenance staff assigned to IT asset management as well as procedures for communication of asset management actions.  This will be bound into an Operations Manual for Asset Management with defined processes and Workflows:

    Requisition
    Order, approval, budget
    ReceivingID tag, invoice comparison
    ProvisioningDeployment, user ID & passwords
    ManagementConfiguration, imaging, life cycle
    RetirementSoftware recovery, equipment remarketing, environmental disposal
     
  4. Implementation:
    PlanITROI will execute or train onsite staff in the set-up of asset management software and integration with existing applications.  PlanITROI will offer new End-Of-Life programs for disposition of IT assets that will coordinate with the new asset management platform.  As a partner with The Gartner Group, PlanITROI offers this program to follow Best Practices enumerated by Gartner:
    1. Develop Management Team with full executive sponsorship and support from all interested business units.
    2. Prioritize opportunities for cost savings or avoidance.
    3. Secure program funding, i.e. determine ROI and its real availability.
    4. Document processes.
    5. Implement in a staged approach.
    6. Communicate program and market savings to business units.
    Re-evaluate with metrics in an ongoing basis.
     
  5. Monitoring:
    PlanITROI will provide follow-up monitoring of the asset management system 60 days after conclusion of the implementation phase. The ongoing program will contain metrics for continued re-evaluation of the program:

    Hard Dollar Savings—head count, lower maintenance and consulting fees
    Soft Dollar Savings—Reduced procurement cycle, problem management, HR gains
    Cost Avoidance—Software compliance, license reduction, disposal issues
     
  6. Cost:
    PlanITROI will charge for Stage I, the fact-finding study and recommendation stage only.  The subsequent report will determine the separate cost for its implementation by PlanITROI or another firm. 

PlanITROI, Inc., has been a leader in asset management since 1991 and, based on its industry knowledge, can propose an asset management solution for just about any customer

Many disparate business units will benefit from new levels of legal and environmental protection along with documentation and secure processes for disposition of technology assets.  The solution will enable you to engage PlanITROI for future corollary projects of asset management and disposition.