Software License Compliance and Management

CAREER SUMMARY

Over ten years professional experience, including seven years doing software licensing compliance audits and development of license management programs. Instrumental in recovering over $200 million in licensing revenues for major software companies. Big 4 audit experience. Bachelors Degree in Business Management. In-depth understanding of software licensing concepts & models, contracts & license agreements, data analysis, compliance, purchasing processes, strategic & tactical planning, process analysis & documentation, and auditing procedures. Software asset management (SAM) process analysis, mapping and documentation experience. Domestic and international experience working and negotiating with executive management, including C-level executives. Relevant IT skills and software license management knowledge, including certifications from IAITAM as an IT Asset Manager (CITAM), the SIIA course as a Certified Software Manager (CSM), the International Business Software Managers Association’s (IBSMA) Practitioners Certificate in Software License Management (PCSLM) and Microsoft’s MCTS-SAM. Membership and participation in the IBSMA. Ability to work in a team setting using well developed interpersonal, organizational, leadership and customer service skills. Fluent in Italian. Known for integrity and leadership in the workplace and recognized by former management for excellent communication skills, attention to detail, and process analysis abilities.

PROFESSIONAL EXPERIENCE

ZERO FINDINGS, LLC

Managing Consultant, 2007-2009

Provide consulting and advisory services dealing with software license compliance and asset management.

• Conduct onsite assessments and business process analysis for various SAM functions at client locations.

• Strategic and tactical planning for business direction and program development.

• Create process flows and documentation for own and customer business practices.

• Develop relationships with potential partners and clients and conduct presentations.

• Contracted as instructor for the IBSMA’s Practitioner’s Certificate – Software License Management (PCSLM) course.

• Assisted in development of packaged services offering and related pilot customer engagements for Microsoft’s Business Value Planning Services for Software Asset Management.

BUSINESS OBJECTS, S.A.

Independent Consultant, 2006-2007

Assisted the VP, Internal Audit and the Director of License Management in developing and implementing a customer software license compliance program (LCP).

• Proposed and designed a framework of processes around which the LCP program could be developed.

• Developed, marketed, and organized a consensus among executives regarding their support of the LCP program.

• Outlined a vision of where the LCP program should be in 2008 and circulated this throughout the organization.

• Aligned with Sales, performed license compliance reviews of various global customers to analyze compliance status, including findings of nearly $500k in our first pilot review of a division of a fortune 500 company.

• Collected and analyzed data for use in a risk assessment of customers, as well as product key code data to combat software piracy.

• Organized and created content and outlines for both internal/external LCP websites.

• Created necessary forms for documenting the LCP process, including a process narrative.

ZIONS BANCORPORATION

Systems Administrator Supervisor, 2006

Oversaw system administration functions/system administrators for various systems at the retail loan center.

• Resolved customer issues involving their use of the system, as well as instructed them on system processes.

• Monitored eight servers/services to ensure maximum up time and end-user productivity.

• Maintained/updated MS SQL databases using queries and Enterprise Manager.

• Managed system/server upgrades and hot fixes in both production and test environments.

• Controlled system access and maintained documentation for SOX 404/GLBA compliance.

DELOITTE & TOUCHE, LLP

Senior Consultant, 2004-2005

Responsible for conducting royalty, revenue assurance, and software licensing compliance reviews on behalf of clients such as Microsoft, Adobe, BEA Systems and Hyperion, as well as SOX 404 compliance reviews.

• Conducted interviews with third-party clients and performed analysis of data acquired from end customer’s IT environment and purchasing records to determine entitlement to software licenses.

• Required to be versed in tools necessary to collect and analyze data from end customer’s IT environment.

• Designed the global risk assessment used by Microsoft to determine which third-party installers for OEM’s should be audited.

• Conducted inventory audits for Microsoft at various authorized replicators.

• Completed distributor reviews of both hardware and software clients to gauge compliance to T&C’s of their contracts.

• Carried out client controls design and testing functions for SOX 404 compliance.

• Undertook controls testing for various business cycles for different clients, identifying gaps and material weaknesses.

• Initiated and revised process flowcharts and narratives for documentation purposes.

NOVELL, INC.

Licensing Compliance Auditor, 1999 - 2003

Responsible for planning and performing contract and licensing audits of Novell's domestic and international customers to determine compliance with their contract and software licensing agreements.

• Conducted meetings with clients’ senior IT management regarding contract and licensing terms and obligations to clarify and resolve issues, increase customer knowledge, and determine contract compliance.

• Instructed and updated sales force, distributors and customers on key points and changes in Novell's licensing programs.

• Valued for revising and establishing an updated licensing review process and for making audit documentation procedures digital, increasing audit efficiency by half and eliminating excess overhead.

• Required to work independently and manage multiple concurrent audits to closure in a timely manner. Managed each audit using project management methodologies.

• Primary consultant to over 200 diverse global clients and participatory consultant to over 400 global clients providing advisory services in software solutions and correlating contract and licensing agreements.

• Developed an essential technical understanding of each customer's network environment and IT asset management procedures for measuring, tracking, reporting and paying for software licenses.

• Because of expertise and refinement of licensing compliance audit processes, assisted in recovering over $70 million in unrecognized revenue for 2003 fiscal year and over $200 million spanning the previous four years.

PROFESSIONAL MEMBERSHIPS

International Business Software Managers Association (IBSMA)

International Association of IT Asset Managers (IAITAM)

CERTIFICATION & TRAINING COURSES

Microsoft Certified Technology Specialist: Designing, Assessing, and Optimizing Software Asset Management (MCTS-SAM)

IBSMA - Practitioners Certificate in Software License Management (PCSLM)

IAITAM - Certified IT Asset Manager (CITAM)

SIIA - Certified Software Manager Course (CSM)

Novell - Certified Network Administrator (CNA)/ Certified Internet Professional (CIP)

Microsoft Certified Systems Administrator Courses (MCSA)

IT Audit Basics (Deloitte)

Project Management Principles (Deloitte)

EDUCATION

UTAH VALLEY UNIVERSITY

Bachelors of Science, International Business Management

Served on the Presidential Ambassador Council.

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