Software Asset Manager

William R. (Bill) Felice

** ********* **., ***********, **. 19064

Cell: 484-***-**** Email: ********@*******.*** https://www.linkedin.com/in/billlfelice/

OBJECTIVE

Seek an opportunity where my expertise in software procurement, category management, sourcing, success in contract and price negotiations, strong Asset Management abilities and track record of building supplier relationships are utilized.

EDUCATION/CERTIFICATIONS:

MS, Management, Rosemont College. B.S., Information Systems, Widener University. Certified Purchasing Manager (CPM). Certified Software Manager (CSAM - IAITAM). Practitioner’s Certificate in Oracle License Management (IBSMA).

TECHNICAL SKILLS:

Ariba, Avanti, ConnectWise, ServiceNow, CA-Unicenter & BMC-Remedy Service Desk suites. Flexera Management Suite, MS Office Suite, License Dashboard, SharePoint, SciQuest eCommerce, Banner, PeopleSoft & SAP ERP, Workshare Deltaview.

EXPERIENCE:

IT Asset Management Consultant, Softworld Inc. February 2020 –

Assigned to the US Operations of a Leading Global Financial Corporation, responsible for Software Asset Management and Software Licensing. Tasked with developing and updating Standard Operating Procedures, creating efficiencies and consistencies in Contract renewals, License Management and IT Supplier/Vendor Relationship. Create License Optimization opportunities. Drive better communications with End User community and reduce turnaround and redundancies in Service Ticket queue. Seek cost savings, avoidances better terms in both new and renewal engagements.

Technology Procurement Consultant, Resources for Human Development Oct. 2019 – January 2020

Contract Role to Lead the Procurement and Sourcing Hardware (laptop/desktop) procurement activities for Company’s Windows 10 migration, including vendor relationship management with HP-OEM, CDW and other Value-Added Resellers.

Lead the integration of the new outsourced Service Desk vendor, PCS, along with rollout of the new Help Desk ticketing solution (ConnectWise) and migration from previous tool (Avanti). Developed and implemented an action plan for management of and Policy for Mobile Wireless Devices (800+) and dramatically improved VZW relationship. Eliminated overdue payments, ordering shutdowns and overage fees. Led the successful migration of VZW Accounts/Sub Accounts (70+) to Single Master Agreement via the National Association of State Purchasing Officers (NASPO) Contract platform. Realized immediate and significant cost reductions. Confirmed Compliant License positions for key Desktop software products using Avanti and ConnectWise discovery tools. Created repository for Software license keys.

Cleansed Office 365 Portal terminated employees’ records, reducing headcount and achieving True Up savings.

Developed process to remove terminated employees from Software and Telecom portals and reclaim licenses/devices.

IT Contract Writer Consultant, PBF Energy, Paulsboro NJ. Sept 2019 -October 2019

Short term contract to Negotiate new software license agreements and validate requirements as part of a refinery acquisition. Interface with Publishers, Vendors and internal stakeholders. Identify internal software assets and map to transferrable and non-transferrable Software Products functionality. Confirm entitlements and develop license position using ServiceNow ServiceNow tool data pulled from estate.

IT Asset and Configuration Manager, CompuCom Systems Inc. Paulsboro, NJ March 2019 – April 2019

Short term contract role. Ensuring that SACM and ITAM standards are utilized, compliance regulations are met and followed, and that the production IT environment is fully documented and accounted for. Responsible for consulting with customers related to process improvements and overall operational efficiencies.

IT Contracts Consultant, Pace Harmon, Wilmington, DE February 2019 – February 2019

Short term contract role. Assist in the disposition of in-scope IT contracts and assets related to the DowDupont divestiture. Assess in-scope IT contract and licensing agreements across each assigned IT spend category (Network and Telecom, Hardware, Software, and IT Services) and vendor, and develop an optimal rationalization strategy for each IT Contract.

IT Asset Management Consultant Skybridge Resources, Remote September, 2018 – October 2018

Providing Software Asset Management (SAM) and year end IT Procurement support to a Skybridge customer. Interfacing with Customer’s Suppliers to secure maintenance/support/term license renewal quotes. Validating renewal requirements with Product owners and key stakeholders. Processing ServiceNow tech related request tickets.

Work sabbatical – to care for and be with my Dad during a terminal illness October, 2017 – July 2018

IT Asset Manager, Tokio Marine North America Services, Bala Cynwyd, PA. October, 2015 – October 2017

Responsible for ground up development and subsequent deployment of Software Asset Management (SAM) and IT Procurement and Sourcing practices, policies and procedures. Ownership of the tracking, analysis and reporting of license position and identifying, verifying and resolving compliance issues for software assets throughout the Company.

Created multiyear plan to move from a basic to Mature SAM model.

Published Key Performance Indicators (KPI’s) for select metrics on a monthly, quarterly and annual basis.

Assembled cross functional working group consisting of senior leadership from all key IT departments as well as Business side reps to vet proposed new software. Developed review process, including online submission form, voting and status tracking. Secure relevant documents such as SOC1 &2 for hosted or SaaS solutions.

Created and implemented process for proactively managing renewals Software Maintenance/Support/term license renewals, achieving significant cost savings and avoidance as a result.

Software Category Management: IT Procurement, Sourcing and Contract Negotiation and Development and negotiation. Secure best license model and pricing for new or additional Products and Services, secure competitive bids for commodity items on an annual spend of $30M. Develop, issue and manage RFP, RFI and RFQ. Deliver cost savings, rate reductions and gratis services.

Initiate software license optimization via reuse and reclamation efforts, recovering $200K of Desktop e Products.

Use Microsoft Volume Licensing Service Center and Adobe Creative Cloud to manage licenses, serial #’s, etc.

Utilized Lansweeper, SCCM, Service Now and Lime Software (Oracle Core Factor) for software Discovery.

Software Licensing Manager, Barclaycard US, Wilmington, DE. September, 2013 – October 2015

Lead the Software Asset Management, Procurement and Software Licensing activities for the Barclaycard US team. Drive License Compliance, Optimization, and Standardization and Utilization.

Utilizing Global Software Asset Management (SAM) policies and processes, deployed key SAM activities.

Responsible for License Management across the entire IT estate. Prepare and submit regular and periodic License Validation and Compliance reports to Corporate ITAM and SAM review boards. Utilize both proprietary and third-party discovery tools to assess product deployment and technical environments, then use precise License Entitlement data to develop robust, highly current License Positions across Publishers and Product Lines. Collaborate and with Colleagues on Software Licensing items that have Global reach and impact.

Utilized Internal Developed Discovery tools to prepare license positions, including core factor metrics.

Develop and sustain strong partnerships with key Publishers, Valued Added Resellers (VAR's) and Integrators as well as my internal colleague stakeholders.

Software Category Management: On an annual spend of $35M, negotiate Contract Terms and Conditions, secure best license model and pricing for new or additional Products and Services, secure competitive bids for commodity items, help develop, issue and manage RFP, RFI and RFQ. Deliver cost savings, rate reductions and gratis services as a result of engagement. Annual spend in the $35M range.

Software Program Manager, SunGard Availability Services, Wayne, PA March 2013 – September, 2013

Lead the development of a comprehensive Software Asset & Program Management program. Oversee the activities, processes, data, knowledge gathering and strategy development surrounding software capital, operating and cost of goods sold expenses.

Created program to proactively manage software maintenance/support and term license renewals with the goal of achieving the most advantageous acquisition result for the company while maintaining and strengthening key Supplier/Partner relationships. Guide internal customer stakeholders to the optimal solution from both a technology and business perspective, whether that path is to build, lease or buy.

Project manager for initiative to develop, deploy and maintain a robust solution to manage software assets and related contracts and agreements.

IT Project Sourcing Lead, Procurian, King of Prussia, PA November 2012 – February, 2013

Consultant Leading IT sourcing projects with strategic, tactical and transformative implications, with a focus on Software, Technology and IT Services, including development of acquisition strategy, managing of RFP/RFI process, business case presentations, contract negotiations, Supplier selection and solution implementation.

IT Asset Management (ITAM) License Analyst, SHI Corp, Somerset, NJ May 2012 – October 2012

Perform Software Licensing Analysis and deliver best practices Software Asset Management solutions to SHI Customers as part of Baseline, SAM Assist and Managed Services engagements. Lead teams assigned to Software Asset Management (SAM) consultative engagements for SHI Customers. Publishers in scope may include Adobe, IBM, Microsoft, Oracle and Symantec. Deliverables include creation of Effective License Positions, validation of physical and virtual deployment data, and Gap Analysis. Prepare the normalization summary of customer purchase information and entitlements with hardware/software inventory data retrieved by tools such as SCCM, Flexera, and Lime Software as well as proprietary tools to produce a compliance summary (Gap Analysis). Develop license optimization and cost reduction/cost avoidance scenarios and present both Executive summary and detailed results to Customer stakeholders.

Software Licensing Manager, Temple University, Philadelphia, PA. May 2006 – March 2012

Responsible for asset management, license compliance and software distribution activities as well as the sourcing, category management and procurement of Software and Telecom assets in support of US and International University campuses.

Lead technology acquisition projects in collaboration with cross-functional teams. Create and issue Requests for Proposals (RFP’s), Requests for Quotes (RFQ’s) and Requests for Information (RFI’s).

Negotiate Technology contracts such as Software License (SLA), Master Services (MSA), Professional Services (PSA), Statements of Work (SOW) and Non-Disclosure Confidentiality (NDA) Agreements.

Perform contract management and administration duties for companywide engagements including Microsoft Enterprise and Select Agreements, Adobe Contractual License Program (CLP), IBM Software Advantage, Oracle, all site licenses as well as several hundred mid and small size engagements. Develop and manage successful relationships with key Technology OEM’s, Partners and Valued Added Resellers (VAR).

Serve as liaison between Suppliers, University and Vendor Legal Counsel, University departments and individual clients. Established and manage eMarketplace supplier catalogs for direct client ordering of select software in conjunction with strategic vendor partners.

Track maintenance and term renewals for Software, Telecom, hardware and service contracts.

Perform spend analysis to identify opportunities for purchase consolidation and item rationalization, and develop sourcing strategy for widely used products, establishing volume purchase and site license programs when feasible. Process Purchase Orders up to $100K spending authority in ERP system. Manage spend in $25M range.

Represent department at University sponsored events such as Open House. Partner with key vendors to host onsite events including technical briefings, training and product launches.

Created and maintain dashboard of key monthly performance metrics. Create and maintain content on department web sites. Write copy on technology related topics for University print and online publications. Manage Buyer and intern staff. Respond to and resolve assigned Remedy Help Desk tickets.

Utilized Microsoft Volume Licensing Service (VLSC) center and Adobe Licensing Website to manage licenses, serial numbers, license keys, upgrades, contracts and purchases.

Siemens Medical Solutions, Malvern, Pa July 2004 to April 2006

Commodity Manager for Software (SW), IT Services and Consulting used internally as well as resold to Siemens’ customers such as Hospitals, Medical Schools, Health Systems, etc. Develop and execute international sourcing and procurement strategy to optimize spend on an annual purchasing volume (PVO) of $50m.

Lead contract negotiations for Master Software License, Master Services, Non-Disclosure, Allied Partner, Reseller and Royalty agreements. Liaison between Siemens and vendor’s Legal departments. Develop re-sale pricing and negotiate contracts for third party SW products bundled with Siemens technology as a complete solution.

Manage the Microsoft relationship and associated contracts, including Enterprise (EA), Select (SA), System Builder, and ISV Royalty. Responsible for vendor relationship management, including activities with both OEM’s and Value-Added Resellers (VARs).

Lead cross functional international and national teams involved in various supplier management activities focused on strategic improvements to achieve cost savings, higher ROI, process standardization and supplier consolidation. Pool divisional and companywide demand requirements to increase leverage and secure best pricing, lowest TCO and maximum ROI.

Utilize eProcurement technology such as eAuctions and eRFX’s to leverage sourcing opportunities by securing multiple bids via RFP’s/RFQ’s. Perform contract management and administration activities for 300+ contracts for over 100+ suppliers, including processing maintenance/support renewals, terminations, contract renewals/extensions and purchase schedules.

IT Procurement Consultant, Temple University Health System, Phila., Pa. May 2004 to July, 2004

Consultant on 2-month assignment to Assistant Director of Information Services and Manager of Information Services Purchasing, advising on in-process contract negotiations. Providing support for an initiative whose scope includes: improved tracking of deployed technology; centralized management of the technology acquisition process; and validation of contractual license rights.

Procurement Facilitator, Software, The Vanguard Group, Inc. Malvern, PA January 1999 to April 2004

In this newly created role and as part of initiative to centralize Procurement, led cross-functional teams of internal clients consisting of Business, IT, Legal, Business and Financial personnel whose objectives or requirements include the purchase of third-party software and IT Consulting with an annual spend of $50M.

Guide the client throughout the entire acquisition process, ensuring adherence to our Systems Development Lifecycle (SDLC) as well as Best Practices in contracting. Negotiate, draft and execute Master Services, Statements of Work (SOW), Custom Programming, Software license, Non-Disclosure, Source code escrow, and Product evaluation agreements.

Liaison between Vanguard and Vendor’s Legal team, leading negotiations and managing revisions to draft agreements through to contract execution.

Contract management of approximately 200 existing and initiate 10-20 new contracts per month.

Responsible for validating and processing support and maintenance renewals and contract terminations, achieved significant cost savings by early review and client engagement on each renewal.

Developed new or improved existing procedures to reduce cycle time, eliminate redundant tasks, and positively impact our departmental and corporate “dashboards”.

Develop, distribute, and serve as primary contact for RFP’s, RFI’s and RFQ’s. Facilitate vendor/product sourcing using such tools as One Source, Dun and Bradstreet, Gartner Group, the Internet and industry trade publications. Utilize PeopleSoft V7 to approve requisitions, perform vendor payment research, etc.

Perform Software Asset Management (SAM) activities for assigned product lines; respond to license position requests from OEM/Publishers.

Conduct market intelligence for vendors with products that are potential solutions. Utilize Gartner Group membership and attend Gartner conferences to glean additional informational and meet peers.

Previous experience includes: Department of Defense, various contract payment positions, 8 years;

Decision One, Sr. Inventory Planner, Mid-range and desktops, 2 years.

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