How Do I Set Up & Maintain A SaaS System of Record?

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This is a podcast episode titled, How Do I Set Up & Maintain A SaaS System of Record?. The summary for this episode is: <p>When you don't know everything about a software application – or that it exists in the first place – it’s impossible to effectively manage renewals, optimize licenses, and implement governance. Today, leading organizations are flipping the script, using a SaaS Management platform (SMP) as their system of record to gain centralized visibility into every application. In this episode, Ben Pippenger explains how you can prioritize and onboard apps into an SMP – and how to keep it up-to-date for the long-haul.&nbsp;</p><p>Have a question you’d like answered on SaaSMe Anything? Submit yours <a href="https://docs.google.com/forms/d/e/1FAIpQLSd46q9-lJRA1ZCGCmegXCXrGqSCXonMpZhQubNKEd_SWllLmw/viewform" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;</p><p><strong>Key Takeaways</strong></p><ul><li>[00:07&nbsp;-&nbsp;01:12] Setting up a SaaS system of record in three steps</li><li>[01:10&nbsp;-&nbsp;02:03] The discovery process —&nbsp;the average organization has 269 applications, and using financial data to find app costs</li><li>[02:03&nbsp;-&nbsp;02:35] On to onboarding</li><li>[02:33&nbsp;-&nbsp;03:23] Prioritizing apps that are onboarded</li><li>[03:23&nbsp;-&nbsp;04:26] A checklist to follow, alignment with owners</li><li>[04:26&nbsp;-&nbsp;06:06] Gathering data and connecting partner sites to gather data</li></ul><p>SaaSMe Anything is the bi-weekly podcast that brings clarity to the chaos of SaaS, hosted by your resident SaaS expert and Zylo co-founder Ben Pippenger. Connect with Ben on LinkedIn <a href="https://www.linkedin.com/in/benpipp" rel="noopener noreferrer" target="_blank">here</a>.</p>
Setting up a SaaS system of record in three steps
01:04 MIN
The discovery process — the average organization has 269 applications, and using financial data to find app costs
00:52 MIN
On to onboarding
00:32 MIN
Prioritizing apps that are onboarded
00:49 MIN
A checklist to follow, alignment with owners
01:03 MIN
Gathering data and connecting partner sites to gather data
01:39 MIN

DESCRIPTION

When you don't know everything about a software application – or that it exists in the first place – it’s impossible to effectively manage renewals, optimize licenses, and implement governance. Today, leading organizations are flipping the script, using a SaaS Management platform (SMP) as their system of record to gain centralized visibility into every application. In this episode, Ben Pippenger explains how you can prioritize and onboard apps into an SMP – and how to keep it up-to-date for the long-haul. 

Have a question you’d like answered on SaaSMe Anything? Submit yours here

Key Takeaways

  • [00:07 - 01:12] Setting up a SaaS system of record in three steps
  • [01:10 - 02:03] The discovery process — the average organization has 269 applications, and using financial data to find app costs
  • [02:03 - 02:35] On to onboarding
  • [02:33 - 03:23] Prioritizing apps that are onboarded
  • [03:23 - 04:26] A checklist to follow, alignment with owners
  • [04:26 - 06:06] Gathering data and connecting partner sites to gather data

SaaSMe Anything is the bi-weekly podcast that brings clarity to the chaos of SaaS, hosted by your resident SaaS expert and Zylo co-founder Ben Pippenger. Connect with Ben on LinkedIn here.