Exploring Now Assist for Software Asset Management (SAM)
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Summary of Exploring Now Assist for Software Asset Management (SAM)
Now Assist for Software Asset Management (SAM) leverages generative AI capabilities to help Software Asset Management managers streamline compliance, optimize licensing spend, and automate user resolution for SaaS subscriptions. It enhances visibility into software estates by generating detailed compliance summaries and recommended actions, and automates contract entitlement extraction to reduce manual efforts.
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This functionality is accessible to users with the samuser and samadmin roles, with support for custom role configurations. It integrates with multiple AI model providers such as Now LLM Service, Azure OpenAI, and Google Gemini, managed via AI Control Tower and the Now Assist Admin console. Domain separation is supported to maintain data segregation within the Now Assist for SAM environment.
Key Features
- Publisher and Product Compliance Summarization: AI-generated summaries provide insights into software deployment, license compliance, optimization opportunities, and configuration health at both publisher and product levels.
- Recommended Actions: AI suggests specific remediation and optimization steps to manage license compliance risks and reduce licensing costs effectively.
- SaaS User Resolution: Automates mapping of SaaS subscription data to SAM user records by generating user resolution rules. This requires the latest versions of the SAM and SaaS License Management plugins and works through scheduled jobs that process subscription data and create resolution rules.
- Contract Entitlement Data Extraction: Uses ServiceNow’s DocIntel tool to extract licensing information from contracts automatically, converting unstructured contract data into structured entitlements. DocIntel processes PDFs and images within specified size and page limits, and the extracted data is post-processed to align with SAM entitlement fields.
- Software Asset Management Content Service Integration: Optional participation in this shared service provides ongoing improvements in software recognition, enhancing entitlement extraction accuracy over time.
Practical Benefits for ServiceNow Customers
- Improved Software Compliance Management: Gain AI-driven insights and summaries to better understand and manage software compliance at both publisher and product levels.
- Optimization of Licensing Spend: Receive actionable recommendations to optimize license usage and reduce unnecessary costs.
- Automation of SaaS User Mapping: Eliminate manual efforts in associating SaaS subscriptions to users, increasing accuracy and reducing operational overhead.
- Streamlined Contract Processing: Automate extraction of entitlement data from contracts, minimizing manual data entry errors and accelerating entitlement creation.
- Flexible AI Model Integration: Choose from multiple AI providers and configure preferences to suit your organizational requirements securely and efficiently.
- Role-Based Access Control: Maintain security and compliance through defined roles and preserved custom role configurations for AI skill access.
With the Now Assist for Software Asset Management (SAM) application, Software Asset Management managers can use generative AI capabilities for tasks such as generating compliance summaries, optimization recommendations, and automating SaaS user resolution.
Now Assist for SAM overview
- Generate detailed publisher and product summaries to enhance software estate visibility and streamline compliance evaluation.
- Generate recommended actions to manage software license compliance and optimize licensing spend.
- Generate user resolution rules to ensure accurate mapping of incoming subscription data to SAM users.
- Create entitlements by extracting information from software contracts thereby reducing manual effort.
The generative AI skills can be used only by the sam_user role and the sam_admin role.
Custom role configurations for accessing generative AI skills are preserved. For example, if you added an alternative role such as the sam_admin role instead of the default sam_user role, the sam_admin role will retain access, while the sam_user role will lose access, as per the custom configuration.
The sam-user role also contains the Now Assist Admin User (sn_nowassist_admin.user) role. This provides the sam_user role read-only access to the Now Assist Admin to view the generative AI skills.
You can use Now LLM Service, Now LLM Long Term Stable models (LTS), Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all Now Assist skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then set the skill-level preferences in the Now Assist Admin console. For more information, see Large language models on the ServiceNow AI Platform®.
Domain separation is supported in Now Assist for Software Asset Management (SAM). For details, see Domain separation in the Now Assist Admin console.
Now Assist for SAM skills
The Now Assist for SAM application includes generative AI that provides your Software Asset Management managers with an AI-based summary of products and publishers within your organization's software estate.
Additionally, you also get AI-powered recommended actions that help you to mitigate license compliance risk.- Publisher compliance summarization
- Provides insights into publisher summaries, focusing on software deployment, license compliance, optimizations, and configuration health. The streamlined process highlights critical information about your software assets,
making it easier for you to manage licenses and ensure compliance with publisher contracts.
- Product compliance summarization
- Provides insights into specific product summaries for publishers, focusing on software deployment, license compliance, optimization, and issues.
- Recommended actions
- Provides a list of recommended actions that you can perform to fix any configuration, maintenance, and optimization related issues to manage software license compliance and optimize licensing spend.
- SaaS user resolution
- Use generative AI to automatically analyze incoming SaaS subscription data and generate user resolution rules to map User Principal Names to corresponding user records within the Software Asset Management application.Note:To effectively use the SaaS user resolution generative skill, ensure that you have the latest compatible versions of both the Software Asset Management plugin and the Software Asset Management - SaaS License Management plugin.
Activating the SaaS user resolution skill initiates the user resolution process. As part of the process, the Download subscriptions scheduled job runs on its configured schedule, daily or weekly, based on your SaaS subscription. When the Download subscriptions job completes successfully, the SAM - Generate user resolution rule scheduled job triggers, creating a user resolution rule for the relevant SaaS integration profile and resolving all associated users.
- Contract entitlement data extraction
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Use generative AI to provide a streamlined and automated process for extracting licensing data from contracts and generating software entitlements, enhancing productivity and accuracy.
DocIntel, a ServiceNow tool, is used to extract information from contracts. After data has been extracted from Docintel, a synchronous call is made to the prediction server to predict the product, publisher, and edition based on the product description for each entitlement. The Software Asset Management application performs post processing on the fields extracted from DocIntel to map to the supported values for different entitlement fields.Note:For more information on DocIntel, see Document Intelligence documentation.DocIntel is an intuitive and flexible application for dynamic businesses with highly variable document processing needs that change over time. DocIntel processes PDFs and images. Following are the image size and page count limits:- 10 MB per attachment
- 10 pages for images (JPG, JPEG, or PNG) and 25 pages for PDFs
Note:DocIntel won’t process images or PDFs that exceed the recommended limits. For example, if you upload a PDF consisting of 26 pages, only 25 pages are processed. Similarly, if you upload 11 pages for images, only 10 pages are processed.Each document is processed as a separate document task tied to a record in the ITAM Contract Import [itam_contract_import] table. The document task can be created from a new file uploaded directly or from an existing attachment on the contract record.
Once the document is uploaded to DocIntel, a flow designer flow is executed to retrieve the values from the document and populate the ITAM Contract Import [itam_contract_import] table.
For extracting entitlements from contracts, you can opt in to participate in the Software Asset Management Content Service. The Software Asset Management Content Service is an IT Asset Management shared service that provides users with continual software recognition improvements. For additional details, see Software Asset Management Content Service.