The Compliance Challenge

Software audits disrupt operations, consume resources and can result in massive, unbudgeted financial exposure. Even as organizations invest in the people, process and technology to track and manage their entitlement and deployment data, Software Asset Management (SAM) programs often fail to protect organizations from frequent and aggressive supplier audits.

Audits are a central component of supplier sales strategies. Audits are used to drive revenue, gain visibility into product use, and to push organizations to adopt new products or cloud solutions as a way to address compliance issues. Clients must protect themselves from these practices by understanding their own SAM programs, licenses, deployment and entitlements, and how to fight back against audits when necessary.

Complilance Program Services

Clients exhibit a wide range of observed SAM and Audit Response maturity, which greatly affects exposure and costs when dealing with supplier audits. Few clients use observed best practices to manage their software licenses and the audit process. ClearEdge’s Compliance Program partners with clients to execute on the following:

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 SAM Assessment & Optimization  - Self Audit  - Audit Defense & Response

Build plan of action to reduce risk and improve current SAM Program.

  • Document current SAM Program 
  • Identify gaps and training needs 
  • Recommend action plan & roadmap 
  • Develop SAM governance structure 
 

Reduce potential exposure prior to an audit and understand renewal demand. 

  • Review entitlements and deployment
  • Scan environment for additional data
  • Identify depedencies
  • Recommend steps to reduce exposure 
 

Reduce the financial liability from an audit currently in progress.

  • Build response plan
  • Manage data flow & communication
  • Challenge findings & assumptions
  • Negotiate a favorable close 

 

Tres Larsen, Managing Director, Enterprise Software Services
Tres Larsen has led hundreds of Software Asset Management (SAM) reviews and audits for Microsoft and other enterprise software vendors and helped dozens of enterprises design and implement effective SAM programs and navigate software audits. Tres established and led KPMG’s Microsoft software compliance program in the U.S., where he designed and developed the audit methodology and audit data collection tools.  A frequent speaker at software industry events, he is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Fraud Examiner (CFE) and Microsoft Certified Professional (MCP). Tres has a Masters in Information Systems Management and Bachelors degree in Accounting from the Marriott School of Management at Brigham Young University.