Success portal view in Software Asset Workspace
Summarize
Summary of Success Portal View in Software Asset Workspace
The Success portal in the Software Asset Workspace enables you to effectively manage and track your Software Asset Management (SAM) application. It provides tools for setting success goals, assigning activities, conducting health checks, and enhancing your SAM program's maturity through predefined items. This functionality is crucial for maximizing the benefits of your software licenses and calculating potential savings.
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Key Features
- Track Progress of SAM Application: Set and monitor success goals to evaluate the value of your software licenses and estimate savings.
- Create Success Activities: Develop activities related to your success goals for better tracking and management.
- Health Checks: Perform regular health checks on software to assess license health, permissions, and configurations.
- Value Builder Tasks: Access updates on necessary software upgrades and integrations, with automatic task generation capability.
- Maturity Items: Improve your SAM program by progressing through Crawl, Walk, and Run stages, linking maturity items to goals and tasks for effective tracking.
- Email Notifications: Receive alerts for various milestones such as assigned goals and pending reviews.
- Domain Support: The portal supports domain separation for tailored data filtering when the relevant plugin is activated.
Key Outcomes
Utilizing the Success portal allows you to enhance the effectiveness of your SAM application, achieve significant cost savings, and systematically improve your software management practices over time. By linking maturity items to goals, you can track progress and report advancements in your SAM capabilities, leading to a more mature and efficient software asset program.
Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program with predefined maturity items.
- Track the progress of your SAM application through success goals
Success goals help you analyze the value that you get out of your software licenses and calculate your projected savings. Create success goals for the licenses that you want to track. For more information about creating a success goal, see Create success goals for Software Asset Management.
- Track the progress of your success goals
Track the success of your goals by creating success activities for the goals. For more information, see Create success activities for Software Asset Management.
- Perform a health check on your software
Run health checks to review the health of licenses, permissions, and configurations to get the best out of each software suite. For more information, see Health check.
- Keep your software up to date using Value builder tasks
Get an overview of which software upgrades, publisher packs, and integrations you must set up with Value builder tasks. These tasks are created automatically, but you can create your own as necessary. For more information, see Value builder.
- Mature your SAM program with predefined maturity items
The program maturity is categorized into Crawl, Walk, and Run stages to help you improve the value return of your SAM program, including processes, features, functionalities, and capabilities within your organization. You can link these maturity items to Success goals and Value builder tasks to track and report on the improvements of your SAM application over time. For more information, see View all maturity items for Software Asset Management.
- To a group, when a success goal is assigned to that group.
- To an owner, when a success goal is assigned to that owner.
- To an owner, when a success goal is marked as Pending Review.
- To an assigned user or an assignment group, when a success activity is assigned.
Access the Success portal view by navigating to .
The Success portal supports domain separation when the Performance Analytics - Domain Support plugin (com.snc.pa.domain_support) is activated. To filter the data by domain, select a domain at the top of the dashboard.
| Widget | Description |
|---|---|
| SAM maturity | Current stage of your SAM program maturity such as the Crawl, Walk, or Run stage. View the maturity items of each stage by selecting View all maturity items. For more information, see View all maturity items for Software Asset Management. |
| Completed success goals | Total number of completed success goals. |
| Total success savings | Actual savings from the completed success goals. |
| Projected savings | Anticipated savings from the success goals are grouped by the status and category of the goal. |
| All goals | All success goals grouped by the following statuses:
|
| Health check and value builder data | |
| Health checks passed | Percentage of successful health checks. |
| Completed value builder tasks | Number of value builder tasks that are completed. |
| Open activities | Open success goal activities. |