FONTAINEBLEAU | MIAMI, FL

Managing the Business of IT
FONTAINEBLEAU | MIAMI, FL | OCT. 28-30
TBM CONFERENCE 2014 | 1
“Find the line and focus on where you’re going…
If you stare at the obstacles, you’ll run into them.
TBM is about focusing on your success metrics.”
JIM SCHOLEFIELD, CTO, THE COCA-COLA COMPANY
2 | TBM CONFERENCE 2014
WELCOME
IN MY 25+ YEARS AS A CIO AND IT LEADER, I’ve never seen something so effective at changing
the conversations with my business partners as Technology Business Management. Not only does TBM help us improve
efficiency, it allows us to communicate our costs and consumption so that our business partners finally understand IT’s value.
One area where TBM proved invaluable for me was formulating my annual operating plan. Before TBM, we were simply
asked to do more with less. With TBM, we knew what drove our IT spending and why. We started talking about tradeoffs.
Greater efficiency was always part of the picture, but our plan was now based on facts – not emotion.
The Technology Business Management Council has been at the forefront of this change since our establishment as a
nonprofit in April 2012. With over 1,300 technology leaders from the world’s most respected companies, we’re driving the
standards and best practices for managing the business of IT. No one else is doing this.
Now it’s time for our second annual TBM Conference. Held at the Fontainebleau Hotel in Miami Beach, this year’s conference
has doubled in size. It brings together Global 2000 CIOs, CTOs and CFOs — in a gorgeous venue — to learn from peers who
have transformed their IT organizations with TBM.
Attendees have an unprecedented opportunity to:
• Forge new connections with IT leaders from around the world.
• Glean new strategic insights and tactical tools to use with your business partners.
• Learn about TBM, understand actual use cases and look ahead to the future.
Come join your fellow IT and finance leaders to network, connect, and learn how you can transform your IT organization and
help your business to innovate. There is no better opportunity to do all of this than at the 2nd annual TBM Conference!
MIKE DREYER
Former CIO of Visa
TBM Council Board Member
TBM CONFERENCE 2014 | 3
TBM COUNCIL OVERVIEW
From Facebook to Goldman Sachs and Microsoft to Disney, the world’s most
forward-thinking companies in nearly every industry are embracing a new
discipline – Technology Business Management (TBM).
Proven to help technology leaders run the business of IT, TBM is changing the conversation about IT’s role in the
enterprise by adopting business principles and processes, empowering the CIO to operate much like the CEO of
an IT as a Service business.
The TBM Council convenes technology executives to collaborate on how to measure, optimize, and
communicate business value. Our framework defines essential disciplines like cost transparency and
benchmarking, service portfolio management, value-based scorecarding, demand-based IT planning, and more.
Our innovative work has drawn the engagement of some of the nation’s leading institutions — including The
Wall Street Journal, KPMG, and Vanderbilt University — who are exploring the link between IT initiatives and
economic value. Unlike other executive forums, the TBM Council is the only one comprised of real-world IT
leaders focused on solving the problem of how to create the most value by collaborating with business partners.
MEMBERS
General: 1,300+ | Board: 15 | Principals: Authors: 80+ Underwriters: 4
ORGANIZATION SIZE
ROLE
CXO
45%
VP INFRA-OPS
25%
CFO IT
15%
OTHER
15%
1-1K
EMPLOYEES
10K+
EMPLOYEES
1K-5K
EMPLOYEES
5K-10K
EMPLOYEES
4 | TBM CONFERENCE 2014
TBM COUNCIL OVERVIEW
FOUNDING COMPANIES
ACADEMIC ALLIANCES
Columbia
University
Vanderbilt
University
TBM CONFERENCE 2014 | 5
TBM COUNCIL OVERVIEW
TBM COUNCIL
BOARD of DIRECTORS
The Council is governed by a group of CIO Executive Directors whose mission is to establish a global standard
of TBM knowledge and share it with the market. Founding members of the Technology Business Management
Council Board of Directors are:
Debra Bailey
CIO, Nationwide
Building Society
Mike Benson
CIO, DIRECTV
Mike Dreyer
Former CIO, Visa
Larry Godec
CIO, First American
Sunny Gupta
CEO, Apptio
Rebecca Jacoby
CIO, Cisco
Bill Krivoshik
CIO, Time Warner
Ralph Loura
CIO, Hewlett-Packard
Greg Morrison
CIO, Cox Enterprises
Tom Murphy
CIO, University of
Pennsylvania
Jim Scholefield
CTO, The Coca-Cola
Company
Phuong Tram
CIO, DuPont
George Westerman
Research Scientist, MIT
6 | TBM CONFERENCE 2014
Don Duet,
Co-Head Technology
Division, Goldman Sachs
Christopher Furst
CIO, Univision
ACADEMIC ADVISOR
TBM COUNCIL
ACADEMIC ADVISOR
GEORGE WESTERMAN
Research Scientist, MIT
The TBM Council is proud to welcome MIT’s George Westerman to its Board of Directors in his new position as
Academic Advisor to the Council. Westerman currently serves as a Research Scientist with MIT’s Sloan School of
Management. He is the co-author of 2009’s The Real Business of IT: How CIOs Create and Communicate Value
and Leading Digital: Turning Technology Into Business Transformation, to be published this October.
In his role as Academic Advisor, Westerman will work closely with the Council to advise the board on core
content, influence the development of TBM-focused curriculum, and lead the Council’s research program. In
particular, Westerman will be focused on exploring how the rapidly evolving digital economy has transformed
the role of the CIO and the expectations of IT while introducing the Council’s mission to other academics and
professionals.
TBM CONFERENCE 2014 | 7
Key Takeaways
TBM CONFERENCE 2014
Technology Business Management provides essential disciplines to enable fact-based decision making, improve
business conversations, and create greater value. As the founder and technical advisor of the TBM Council,
Apptio has been at the forefront of the effort to define these disciplines, from TBM roles and processes to KPIs,
reports and data.
None of this would be possible without the CIOs, TBM leaders, TBM Council partners and Apptio experts who
regularly contribute to this growing body of knowledge. At the conference, you’ll have the chance to hear from
and speak with many of them.
As you read the list of key takeaways (right), you’ll see what makes TBM and this conference truly unique. There
is no substitute for the knowledge you will gain at TBM Conference 2014.
CHRIS PICK
President, TBM Council and CMO, Apptio
8 | TBM CONFERENCE 2014
KEY TAKEAWAYS
POSITION TO MANAGE SUPPLY & DEMAND
• Accelerate the shift to delivering services and collaborating on value
• Arm your people with facts about consumption, demand, cost, and efficiency
• Shift to a portfolio-based approach for governing your resources
CREATE TRANSPARENCY FOR FACT-BASED DECISIONS
• Model and report the TCO of infrastructure, applications, and services
• Manage total spend on vendors, projects, labor, and other inputs
• Fix missing data or poor data quality with reporting and processes
COST-EFFECTIVELY SUPPLY YOUR BUSINESS
• Evaluate TCO, unit costs, and benchmarks to identify opportunities to reduce waste
• Smartly source services (internal, external/cloud, or both) based on cost and consumption facts
• Accelerate application rationalization and data center consolidation efforts
SHAPE DEMAND USING COST AND VALUE
• Simplify cost allocations while delivering a bill of IT based on consumption
• Collaborate on portfolio rationalization decisions with TCO and consumption facts
• Trade cost for quality based on value and redirect savings to innovation or the bottom line
PLAN AND GOVERN FOR OPTIMUM VALUE
• Use actual TCO insights to create an accurate, business-centric IT strategy and plan
• More quickly identify and address the root causes of plan variances with transparency
• Manage variances with business partners whether driven by consumption or unit cost
fluctuations
DRIVE A PERFORMANCE-BASED CULTURE
• Establish, measure, and communicate KPIs that link to business value
• Make TBM metrics a core part of regular business, operating, and strategy meetings
• Use data and facts to supplement intuition when making important decisions
TBM CONFERENCE 2014 | 9
AGENDA
THE THREE-DAY TBM CONFERENCE 2014
will focus on C-Suite alignment and transformational
strategies shared by distinguished IT leaders and their business partners from Global 2000 companies. This
conference provides an unprecedented opportunity to forge new connections with IT leaders from around the
world and learn how others are using facts to make tough decisions that optimize business value.
October 27
October 28
October 29
October 30
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
Industry Workgroups:
Invitation only
CXO-delivered keynotes,
panel discussions and
general sessions focused
on IT transformation
CXO-delivered keynotes,
panel discussions and
general sessions focused
on strategic IT initiatives
PechaKucha keynote
where TBM leaders rapidly
share their innovative
reports and KPIs
TBM Awards Gala
IT leader breakouts
Sponsor-delivered
breakouts
CIO Strategy Group:
Invitation only
Welcome Reception:
Sponsored by
10 | TBM CONFERENCE 2014
Conference Close Party:
Sponsored by
IT leader & practitioner
breakouts providing
tactical tools
AGENDA
MONDAY
October 27
TBM COUNCIL WORKGROUPS
(Workgroup and Principal members only)
1:00 – 5:00 PM
• Energy
• Financial Services
• Health Services
• Hospitality & Gaming
• Insurance
• Media & Entertainment
• Technical Infrastructure Efficiency
CIO STRATEGY GROUP
(By invitation only – Fontainebleau Penthouse)
2:00 – 4:00 PM
REGISTRATION OPEN
3:00 – 7:00 PM
WELCOME RECEPTION
Sponsored by 6fusion and KPMG
7:00 – 10:00 PM
TBM CONFERENCE 2014 | 11
AGENDA
1 TUESDAY
DAY
October 28
REGISTRATION AND BREAKFAST
7:00 AM
WELCOME ADDRESS
Rob Webb, Emcee, TBM Conference
George Westerman, Research Scientist, MIT
Opening Keynote
TBM IN THE EYES OF THE ENTERPRISE
Dennis Gilmore, CEO, First American
Larry Godec, SVP & CIO, First American
Networking Break
General Session
THE NEW STYLE OF IT
Ramón Baez, SVP & Global CIO, HP
CIO Panel
HOW TBM ENABLES AGILITY AND
FACT-BASED DECISION MAKING
WHEN UNDERGOING M&A
Moderated by ISG
Phuong Tram, CIO, DuPont
Christopher Furst, CIO, Univision
Mike Benson, CIO, DIRECTV
Bill Krivoshik, CIO, Time Warner
Lunch
12 | TBM CONFERENCE 2014
AGENDA
FIRESIDE CHAT
Sunny Gupta, CEO, Apptio
Andy Jassy, SVP, Amazon Web Services
CIO Panel
HOW IS YOUR EXECUTIVE BOARD
DISCUSSING THE VALUE AND
PERFORMANCE OF TECHNOLOGY
Moderated by KPMG
Les Ottolenghi, CIIO, Las Vegas Sands
Mike Brady, SVP & Chief Infrastructure
Executive, Kaiser Permamente
Mike Dreyer, Board Member, TBM Council
Howard Rubin, President, Rubin Worldwide
Networking Break
General Session
ENABLING A PRODUCTS PORTFOLIO
TO BETTER SERVE THE BUSINESS
Don Duet, Co-Head, Technology Division,
Goldman Sachs
Caroline Arnold, Managing Director,
Technology Division, Goldman Sachs
Suzette Unger, CFO for Technology Division,
Goldman Sachs
General Session
HOW TECHNOLOGY IS CHANGING
GLOBAL COMMERCE
Dean Nelson, VP, Global Foundation
Services, eBay
CLOSING REMARKS
Rob Webb, Emcee, TBM Conference
TBM AWARDS GALA
7:00 – 10:30 PM
TBM CONFERENCE 2014 | 13
AGENDA
2 WEDNESDAY
DAY
October 29
REGISTRATION AND BREAKFAST
7:00 AM
OPENING ADDRESS
Rob Webb, Emcee, TBM Conference
Opening Keynote
TRANSFORMING DELL’S BUSINESS
BY TRANSFORMING IT
Adriana Karaboutis, VP & Global CIO, Dell
INNOVATION SHOWCASE
Networking Break
INNOVATION SHOWCASES
14 | CIO Panel
LESSONS IN LEADERSHIP:
DRIVING REAL TRANSFORMATION—
AND REAL RESULTS
Moderated by: Brian Watson, Author,
Confessions of a CIO
Lynden Tennison, CIO, Union Pacific
Wayne Shurts, CTO, Sysco
Steve Bandrowczak, SVP, Global Business
Service, HP
Lunch
Sponsored by Ramprate
TBM CONFERENCE 2014
AGENDA
ELECTIVES FOCUSED ON PRACTICAL LESSONS & BEST PRACTICES INCLUDING
WORKSHOPS, PANELS, AND ROUNDTABLES
Expert material shared by IT leaders from:
CHOOSE ONE SESSION FROM THE FOLLOWING:
1
2
Steve Adams,
Rafael Adaui,
Executive Director
Corporate Finance
Shayne Estrada,
3
4
5
6
Arthur Borges,
Laura Bouvier,
Suzanne Chartol,
Director Service &
Performance
Jodi Hunter,
VP, Strategic
Support Services
Manager, ITSM
IT Finance Manager
Pedro Gallangos,
Ulka Wilson,
Global IT Planning
Manager
IT Finance Director
IT Finance Director
SVP ITBM
CHOOSE ONE SESSION FROM THE FOLLOWING:
1
2
3
4
5
6
John Jarvis,
James LaPlaine,
Peter Letizia,
Chuck Niethold,
Eveline Oehrlich,
Randall Pfeifer,
Director, IT Finance
SVP Technology
Operations
VP, Finance
VP, TBM & IT PPM
VP, Research
VP, TBM
TBM CONFERENCE 2014 | 15
AGENDA
2 WEDNESDAY (CONTINUED)
DAY
October 29
ELECTIVES FOCUSED ON PRACTICAL LESSONS & BEST PRACTICES INCLUDING
WORKSHOPS, PANELS, AND ROUNDTABLES
Expert material shared by IT leaders from:
CHOOSE ONE SESSION FROM THE FOLLOWING:
1
2
3
4
5
6
Peter PreslandByrne,
Carl Stumpf,
Donna
Woodruff,
SVP of Operations
Monica Jonas,
Greg Panik,
Drew Adam,
VP Chief Architect
Technology
Controller
Director, TBM
Office
CFO IT
Mark
Grimmelikhuijsen,
IT Service
Management Lead
16 | General Session
HOW THE ENTERPRISE IS DELIVERING
AND MANAGING HYBRID SERVICES
Jim Scholefield, CTO, The Coca-Cola
Company
CLOSING REMARKS
Rob Webb, Emcee, TBM Conference
MIAMI NIGHTS CELEBRATION
Sponsored by Apptio
7:00 PM - Late
TBM CONFERENCE 2014
Sr. Manager
IT Planning
“An incredible experience for someone who is new to
the TBM world and starting to lead the effort in their
organization. The experience of those that go ahead
makes the road seem less daunting.”
MIKE BENSON, CIO, DIRECTV
TBM CONFERENCE 2014 | 17
AGENDA
3 THURSDAY
DAY
October 30
REGISTRATION AND BREAKFAST
7:00 AM
OPENING ADDRESS
Rob Webb, Emcee, TBM Conference
Keynote
PECHAKUCHA: RAPID-FIRE
SHOW-AND-TELL OF TBM REPORTS
AND KPIS
CME Group, Carl Stumpf, Technology Controller
First American, Chuck Niethold, VP, IT PPM and TBM
Molina Healthcare, John Jarvis, Director of IT Finance
Fannie Mae, Suzanne Chartol, Director Service
and Performance Management
AutoTrader Group, Donna Woodruff, Director, TBM Office
Networking Break
18 | SESSIONS
Sessions focused on providing proven techniques for
leveraging Apptio and related technologies to address tough
challenges. Practical lessons and material delivered by Apptio
experts, customers, and partners.
CONFERENCE ENDS
1:00 PM
TBM CONFERENCE 2014
PECHAKUCHA
ペチャクチャ
20
SLIDES
20
SECONDS
6:40
PER PRESENTER
PechaKucha or Pecha Kucha (Japanese: ペチャクチャ: [petɕa ku͍̥tɕa], chit-chat) is a presentation
style in which 20 slides are shown for 20 seconds each (six minutes and 40 seconds in total).
The format, which keeps presentations concise and fast-paced, powers multiple-speaker
events called PechaKucha Mornings.
During this unique session, TBM leaders will rapidly showcase their innovative TBM reports
and KPIs in 70 minutes. These applied reports showcase critical data that help drive
alignment by demonstrating the cost, quality, and value of IT across the business.
Carl Stumpf
Technology
Controller
Chuck Niethold
VP, IT PPM & TBM
John Jarvis
Director of IT
Finance
Suzanne Chartol
Director Service &
Performance
Donna Woodruff
Director, TBM
Office
Randall Pfeifer
VP, TBM
TBM CONFERENCE 2014 | 19
KEYNOTE & INDUSTRY LUMINARIES
TUESDAY
KEYNOTE
TBM in the Eyes of the Enterprise
Dennis Gilmore
CEO
Larry Godec
SVP & CIO
In this post-recession, pro-regulation, dependent-upon-technology
environment, CIOs require different skills to communicate to business
leaders; they require skills that enable fact-based decision making. In this
insightful keynote, First American Financial CEO Dennis Gilmore recounts his
organization’s odyssey through the 2008 financial crisis and how his team, led
by CIO Larry Godec, utilized TBM to determine the answer to fundamental
questions: Are we spending the right amount — or too little, or too much —
on technology to continue to grow and compete?
Larry will then provide his perspective on how TBM enabled him to cut costs,
grow innovation, and leverage technology to distinguish First American —
a journey that earned him the prestigious Business Transformation Award at
the 2013 inaugural TBM Conference.
Dennis J. Gilmore is Chief Executive Officer of First American Financial Corporation
and also serves as President of the company’s largest subsidiary, First American Title
Insurance Company. Prior to the Title Insurance Company spin-off from The First
American Corporation, Gilmore served as Chief Operating Officer for that company
and was responsible for helping to establish the course of its operating and technology
initiatives and managing its offshore operations.
Larry Godec is Senior Vice President & Chief Information Officer of First American. In
that capacity, he leads all divisions within the technology portfolio including strategic
planning, application development, security, R&D, governance, infrastructure, and data
center operations that support and grow the business.
20 | TBM CONFERENCE 2014
KEYNOTE & INDUSTRY LUMINARIES
GENERAL SESSION
The New Style of IT
Ramón Baez
SVP & Global CIO
Today the IT industry is changing and a new style of IT is emerging – in part
due to trends such as big data, the cloud, mobility, and security. CIOs must
effectively run the business while still investing in innovation to improve
business outcomes. IT professionals must also become business leaders
who are closely integrated with the business itself, not just IT. In this session,
Ramón will speak about the importance of CIOs in developing a flexible,
innovative culture and hiring the right people for success. He will also share
his experience that proves it is only though collaboration that IT professionals
and other leaders will ultimately improve business outcomes.
Ramón Baez is Senior Vice President & Global Chief Information Officer (CIO) of HP,
responsible for the global information technology (IT) strategy and all of the company’s
IT assets that support HP employees and help drive strategic company priorities. This
includes worldwide application development, the company’s private cloud, IT security,
data management, technology infrastructure, and telecommunication networks.
TBM CONFERENCE 2014 | 21
KEYNOTE & INDUSTRY LUMINARIES
TUESDAY(Continued)
CIO PANEL
DuPont
Phuong Tram, CIO
Univision
Christopher Furst, CIO
DIRECTV
Mike Benson, CIO
TIME WARNER
Bill Krivoshik, CIO
22 | TBM CONFERENCE 2014
How TBM Enables Agility and
Fact-Based Decision Making
When Undergoing M&A
It’s estimated that there will be over 35,000 M&A transactions this year. CIOs
have an opportunity to play a key role in these transactions. How? By enabling
board members to answer the three fundamental questions of any merger,
acquisition or divestiture: How will this action grow revenue, decrease costs,
and mitigate the risks of execution?
Our panel of CIOs will discuss how TBM enables agility in M&A by providing
clarity into contextual and core services, and by identifying the redundancies
and synergies that are key to making fact-based decisions. DuPont and
DIRECTV CIOs will discuss how TBM helped them define appropriate
divestitures while Univision’s CIO will discuss how TBM helped determine the
appropriate candidates for economic growth through acquisition.
MODERATED BY
KEYNOTE & INDUSTRY LUMINARIES
CIO PANEL
Las Vegas Sands
Les Ottolenghi, CIIO
Kaiser Permamente
Mike Brady, SVP &
Chief Infrastructure
Executive
TBM Council
Mike Dreyer,
Board Member
Rubin Worldwide
Howard Rubin,
President
How is Your Executive Board
Discussing the Value and
Performance of Technology
TBM is changing the way business partners understand the value of
technology. This is a good and necessary outcome. But now there is a bigger
question at hand: How is TBM changing the conversation all the way to the
top?
Our panel outlines the metrics and performance conversations being held
today by executive board members across industries. Find out whether your
board views IT as an influencer and how it looks at IT investments in the
context of the business. Learn how TBM can ensure that the conversation at
the top is one of IT influence and not cost take-outs. Understand the external
view of IT as a business differentiator in terms of efficiencies, revenue growth,
and risk mitigation.
MODERATED BY
TBM CONFERENCE 2014 | 23
KEYNOTE & INDUSTRY LUMINARIES
TUESDAY(Continued)
GENERAL SESSION
Enabling a Products Portfolio to
Better Serve the Business
Don Duet
Co-Head, Technology
Division
Caroline Arnold
Managing Director,
Technology Division
Suzette Unger
CFO for Technology
Division
It is often said that TBM is a journey. For many, the journey is one of
transforming from a technology-centric organization to a services-oriented
organization. It’s about maturing along the way — in approach, methodology,
and processes. Perhaps no one understands this journey better than
Goldman Sachs.
Don Duet, Co-head of the Technology Division at Goldman Sachs, shares how
his team is creating a cost engine that enables application owners to choose
the hosting products they need, at prices their businesses can afford. Joined
by CFO of IT, Suzette Unger and Managing Director, Caroline Arnold, the trio
describes what it takes for a team — and an organization — to mature as they
work through this transformational initiative. Moving from cost transparency to
product and rates management, this metamorphosis won Goldman Sachs the
2013 TBM Business Innovation Award.
Don Duet is Co-Head of the Technology Division. He chairs the Technology Division
Operating Committee and serves on the Firm-wide Technology Risk Committee and
the Technology Division Executive Committee.
Caroline Arnold is Managing Director of the Technology Division, focused on
commercializing business practices across technology and creating a product-centric
operating model for the division.
Suzette Unger is the Chief Financial Officer of the Technology Division, responsible
for the Technology Finance, Technology Vendor Management and Business
Development teams.
24 | TBM CONFERENCE 2014
KEYNOTE & INDUSTRY LUMINARIES
GENERAL SESSION
How Technology is Changing
Global Commerce
Dean Nelson
VP, Global Foundation
Services
Commerce makes the world go round and eBay is right in the middle of it.
In 2013, eBay’s engine enabled more than $200 billion in global commerce
volume. With over 600 million items for sale at any given second, eBay is one
of the largest on-line marketplaces in the world. PayPal, with 148 million active
users, is one of the largest and most trusted payments systems in the world.
This unprecedented growth was achieved through innovations that disrupted
the commerce landscape. These innovations drove unparalleled transaction
volume which required the largest Big Data and High Performance Compute
infrastructure expansion in eBay inc’s history. It also required a structured
approach to run technology like a business. In this session, Dean will share
eBay’s Digital Service Efficiency metric which measures the productivity
of this global commerce engine through C-Level KPIs; performance, cost,
environmental impact, and revenue.
Dean Nelson is Vice President of Global Foundation Services for eBay Inc, which
enables more than $200 billion in global commerce volume each year. He is responsible
for Strategy, Architecture, and Operational functions of eBay Inc’s Mission Critical Data
Centers, Compute & Storage Hardware, Global Networking, and Network Security.
Nelson is also a core member of the eBay Social Innovation team.
TBM CONFERENCE 2014 | 25
KEYNOTE & INDUSTRY LUMINARIES
WEDNESDAY
GENERAL SESSION
Transforming Dell’s Business
by Transforming IT
Adriana Karaboutis
VP & Global CIO
Many enterprises are using technology to transform their businesses. But
few are as impacted so thoroughly by IT – both internally and in the way
they deliver customer value – as Dell. And few Dell executives have been so
involved in that transformation as Andi Karaboutis. As Global CIO, she has
led the creation of an integrated technology and business operations strategy
to realign operations in support of Dell’s shift from a single source hardware
provider to an end-to-end solutions provider.
In this talk, Karaboutis will share how her team shifted to an IT service delivery
model to serve this new business. With an improved focus on IT cost drivers
and financial transparency, she established metrics that ensured accountability
for 98% of costs while maintaining 98% SLA attainment. In doing so, her team
is now delivering capabilities that many business executives can only dream
about: cutting-edge data mining and mobility solutions that provide real-time
information accessibility, decision-support, and self service for engineering,
sales, marketing, service delivery, and fulfillment operations.
Adriana (Andi) Karaboutis was appointed Vice President & Global Chief Information
Officer for Dell in November 2011. In this role, she is responsible for managing an
efficient and innovative global IT enterprise focused on technology breakthroughs for
the company and its customers.
26 | TBM CONFERENCE 2014
KEYNOTE & INDUSTRY LUMINARIES
CIO PANEL
Union Pacific
Lynden Tennison, CIO
Sysco
Wayne Shurts, CTO
HP
Steve Bandrowczak,
SVP, Global Business
Service
Lessons in Leadership: Driving Real
Transformation — and Real Results
In today’s rapidly evolving business climate, companies must constantly
contend with new challenges and aggressively pursue new opportunities. So
often, that requires drastic shifts in the way businesses operate and more than
ever, IT is driving those changes.
Transformation is hard, and not everyone enjoys it. Come hear from three top
executives — all of whom have “CIO-Plus” experience — who have driven
dramatic changes in their businesses. In this interactive panel and Q&A
session, these executives will share perspectives on leading transformations,
getting buy-in and support from their fellow leaders, and truly driving change
— all while getting results that are reshaping their industries.
MODERATED BY
Brian Watson
IT Leadership Author,
Editor & Analyst
TBM CONFERENCE 2014 | 27
KEYNOTE & INDUSTRY LUMINARIES
WEDNESDAY
GENERAL SESSION
How the Enterprise is Delivering
and Managing Hybrid Services
Jim Scholefield
CTO
Whether or not the cloud enables efficiencies — in hardware, software,
infrastructure scaling — is no longer the question. The question now is how to
adopt critical applications to cloud environments. In this session TBM Board
Member and CTO, Jim Scholefield will describe how he is doing just that at
Coca-Cola.
Over two years, Jim consolidated Coca-Cola’s infrastructure and data
centers into a shared services environment – a transformation that brought
massive cost reductions and the ability to define a new service management
framework. Last year, he continued the transformation with an infrastructure
and application rationalization project that moved critical SAP applications
to the cloud. The result? The ability to manage the cost, quality and value of
hybrid cloud services offered to business partners.
Jim Scholefield is the Chief Technology Officer for The Coca-Cola Company. Jim is
responsible for creating and executing worldwide information technology strategy
and infrastructure across The Coca-Cola Company. This includes providing global
leadership across the Coca-Cola enterprise on all technology matters.
28 | TBM CONFERENCE 2014
ADDITIONAL EXECUTIVE SPEAKERS
ROB WEBB
Emcee, TBM Conference
Rob is a spokesperson for the TBM Council and brings his background of experience driving technology-enabled
business transformations around the world. The scope of Webb’s global leadership responsibilities includes
organizations with 1,000+ resources, $300 million budgets, and $50 million capital investments. Widely recognized
as an expert in spearheading multi-million dollar cost reductions, exponential productivity gains, and new product
innovation, Webb has also successfully managed Lean and Six Sigma programs, shared services, business
integration, strategic outsourcing, and offshoring initiatives. His international skills have been sharpened through
past executive experience with Accenture, General Electric, and Equifax, living and working in Europe, Japan,
Greater China, and North America.
SUNNY GUPTA
CEO, Apptio
Sunny is the Co-Founder, President and CEO of Apptio, responsible for company vision, strategic direction, planning,
and execution. Sunny’s enterprise software career spans more than 20 years with roles in general management,
strategic marketing, product management, and business development. Before founding Apptio, Sunny was
Executive VP of Products at Opsware and was responsible for all of Opsware product businesses up to its acquisition
by HP for over $1.6 billion.
ANDY JASSY
SVP, Amazon Web Services and Amazon Infrastructure
Andy leads the Amazon Web Services business (AWS) and the Technology Infrastructure organization for Amazon.
com. AWS has grown tremendously since its inception in 2006 and is now the underlying infrastructure for hundreds
of thousands of businesses around the world. As a member of Amazon.com’s senior executive team since 2002,
Jassy is also responsible for helping guide the company’s overall direction.
TBM CONFERENCE 2014 | 29
“TBM is key to being successful in my role. But
I wouldn’t have been able to do it if I waited for
everything to be just right. Don’t wait… just start.”
LARRY GODEC, CIO, FIRST AMERICAN
30 | TBM CONFERENCE 2014
TBM HERO STORY
Nationwide Building Society
CHANGING BUSINESS
CONVERSATIONS
“TBM has totally changed the conversations
we’ve had across the business. The
conversations with business owners are much
more enriched now than they had been in
the past. We can start to talk about the cost
of decisions made in the business — around
marketing, around card types, around particular
requirements that flow through my organization
— in a much more data-driven way.
It’s changed the conversation with project
teams. We now understand far better the
cost of running the developments they are
embarking upon, the costs of storage they
are asking for, and the utilization around what
they’ve requested. So now we can go back and
challenge what they’ve requested.
And it’s changed the discussion with our
architects. We’re giving them the cost
basis from which to simplify our IT estate
– something they’ve wanted to do forever –
which they’ve struggled to justify. So we’re
giving them cost levers to justify some of that.
So it’s challenging some of our long-held
beliefs about the cost of IT. It’s driving a servicebased discussion across the entire organization.
It starts with your board and goes all the way
down to your colleagues.”
Debra Bailey,
Group Services Director,
Nationwide Building Society
TBM CONFERENCE 2014 | 31
32 | TBM CONFERENCE 2014
TBM AWARDS
Honoring Excellence and
Innovation in Technology
Business Management
The Technology Business Management Awards honor IT and finance
leaders for their ingenuity, creativity, and contribution to Technology
Business Management. The awards recognize the profound impact
that these professionals have on their organizations by empowering
operational excellence, business innovation, business transformation,
TBM vision, and best practices.
CATEGORIES
Digital Innovator
Award
Infrastructure
Trailblazer Award
IT Transformation
Award
IT Financial
Pioneer Award
TBM Champion
Award
Recognizing CXOs that
think differently about
their business - through a
digital innovation lens.
Recognizing technology
leaders who have
leveraged infrastructure
engineering for a new
level of business results.
Recognizing leaders
who have transformed
IT from a technology
focused organization
into a strategic business
partner.
Recognizing finance
leaders who drive an
IT financial strategy
that matches the new
demands of the IT
organization.
Recognizing TBM
leaders at the forefront
of institutionalizing TBM
as a methodology within
their organizations.
Nominations will be accepted through Sunday, August 17, 2014. Winners will be revealed at the Technology Business
Management Awards Ceremony on Tuesday, October 28, 2014.
TBM CONFERENCE 2014 | 33
TBM AWARDS
SELECTION COMMITTEE
The TBM Council has appointed industry recognized technology executives, academics, and thought leaders to
serve on the 2014 Technology Business Management Awards selection committee.
Ashar Baig
Research Director, GigaOm
Steve Bates
Principal, Advisory KPMG
Dale Christian
CIO, Bill & Melinda
Gates Foundation
Julie Flaschenriem
CIO, Park Nicollet
Health Services
Richard Gilbert
CTO / SVP Technology
Services, SunTrust Bank
Larry Godec
CIO, First American
Nigel Hughes
Partner, Information Services
Group
Romi Mahajan
Angel Investor, Author,
IT Strategist
Dean Nelson
VP, Global Foundation
Services, eBay
Alan Peacock
Group CIO (Interim), Lloyds
Banking Group
George Westerman
Research Scientist,
MIT Sloan
Brian Watson
IT Leadership Author,
Editor & Analyst
tbmconference.org/awards
34 | TBM CONFERENCE 2014
All finalists will receive a complimentary pass to the 2014 TBM Conference.
TBM AWARDS
SELECTION COMMITTEE CHAIR
MARTHA HELLER
Martha Heller will serve as the Master of Ceremonies at this year’s Technology
Business Management Awards Gala.
Currently the President of Heller Associates, a CIO recruiting firm, and contributing editor at CIO
magazine, Heller has a long history of working with, and promoting the careers of, CIOs and
technology leaders. She is a former managing director of the IT Leadership Practice at ZRG Partners,
a global executive search firm, and the founder and former managing director of CIO magazine’s CIO
Executive Council, a professional organization for CIOs.
TBM CONFERENCE 2014 | 35
36 | TBM CONFERENCE 2014
FONTAINEBLEAU HOTEL
FONTAINEBLEAU
Miami Beach, FL
Attend the IT transformation event of the year in beautiful South Miami
Beach. The Fontainbleau Hotel reinvents the original vision of legendary
architect Morris Lapidus. At Fontainbleau, striking design, contemporary
art, music, fashion, and technology merge into a vibrant new kind of
guest experience.
A landmark since its debut in 1954, Fontainebleau has been restored and
transformed by a team of renowned architects and designers to create
one of the world’s most dynamic destination resorts.
HOTEL FACTS:
• The Bodyguard, James Bond’s Goldfinger, The Sopranos, and The Birdcage
were all filmed at the hotel
• Went through a $1 billion reinvention in 2008
• The white marble floor in the lobby is decorated with black marble bows —
the only signature that the architect, Lapidus, placed in the hotel. Lapidus
wore bow-ties throughout his adult life
• Frank Sinatra hosted a welcome home party for Elvis Presley in the
Grand Ballroom in 1960
• Liberace performed at the hotel’s grand opening. Groucho Marx proclaimed
the hotel “the Eighth Wonder of the World”
• Frank Sinatra, Joey Bishop, Dean Martin, Red Skelton, and Sammy Davis Jr. all
stayed and performed at the hotel
TBM CONFERENCE 2014 | 37
EVENING EVENTS
MONDAY NIGHT
WELCOME RECEPTION
SPONSORED BY
7:00 – 10:00 PM
Join us dockside onboard the Floridian Princess yacht for a fun flavor of Miami. Savor Latininspired music, Mojitos and Cuban food on the water with the silhouette of downtown Miami as
the evening backdrop.
38 | TBM CONFERENCE 2014
EVENING EVENTS
TUESDAY NIGHT
TBM AWARDS GALA
FUNDRAISING PARTNER
7:00 – 10:30 PM
Enjoy the TBM Awards Banquet under the stars at Fontainebleau. Taking place on the beachfront
lawn, a memorable evening where your peers are truly recognized for their achievements within the IT
industry. Additionally, participate in our fundraiser and auction throughout the evening to support the
“Just Let Me Learn Foundation,” helping to raise funds to build a school in India, bringing education to
children in poverty. Join us in a ‘make a wish’ lantern ceremony and end the night with lively music on
the outdoor stage.
TBM CONFERENCE 2014 | 39
EVENING EVENTS
WEDNESDAY NIGHT
SPONSORED BY
MIAMI NIGHTS CELEBRATION
7:00 PM – LATE
Celebrate with us on the last night of the Conference - it’s party night! Dress to impress and bring
your dancing shoes to the hottest location in Miami. Enjoy drinks, dancing, and entertainment
around the pool – and with a live DJ known to share the stage with well-known celebrities, it’s time to
take fun to the next level.
40 | TBM CONFERENCE 2014
Apptio is the Leading Provider
of TBM Software
The Time has Come for Purpose-Built SaaS Applications
to Manage the Business of IT
Modern IT leaders must have applications built specifically to address their Technology Business
Management (TBM) needs. They’ve spent years struggling with other tools not meant for TBM, and now
it’s time for a change. They need a solution that integrates robust handling of fragmented data from
finance and IT, modern in-memory BI with interactive analytics, and pre-defined applications designed
specifically to manage TBM processes. Finally, it all needs to be unified around a standardized, bestpractice business model for IT. To learn more, please visit www.Apptio.com.
TBM CONFERENCE 2014 | 41
TBM HERO STORY
Kaiser Permanente
COST REDUCTION WITHOUT
SACRIFICING QUALITY
“Just six months ago we were told we had to
reduce IT spending. Yet as our membership
and our business grows, along with things like
images and mobile applications, we continue
to experience tremendous growth in demand
for our technology capabilities. How do
you deliver on those growing demands and
manage spending without sacrificing quality?
The answer is you manage the business of IT,
using facts that make tough decisions possible.
Many IT executives operate without these
essential facts. These include things like the
TCO of your applications, how infrastructure
is utilized, and how your business is
consuming all of it. These facts help you
42 | TBM CONFERENCE 2014
identify underutilized assets, assess value for
cost, reshape business demand, and shift
spending from run-the-business to grow-thebusiness. In other words, they can help you
grow cost-effectively.
As Chairman of the TBM Council Health
Services Workgroup, I’ve talked to many
other executives about this approach. It’s a
transformational journey, and learning from one
another helps accelerate our journey together.”
Mike Brady
SVP & Chief Infrastructure Executive,
Kaiser Permanente
MEDIA PARTNER
About Gigaom Research
Gigaom Research is the industry leader in emerging technology research
and provides superior analysis based on real-time community input. Its
network of 200+ independent analysts publishes new content that bridges
the gap between breaking news and long-range research. Gigaom
Research specializes in six distinct coverage areas including cloud,
consumer, mobile, social, cleantech, buyer’s lens, and data.
KNOWLEDGE PARTNER
About McKinsey & Company
McKinsey & Company is a global management consulting firm and trusted
advisor to the world’s leading businesses, governments, and institutions.
Its mission is to help leaders make distinctive, lasting, and substantial
improvements in performance, and constantly build a great firm that
attracts, develops, excites, and retains exceptional people.
TBM CONFERENCE 2014 | 43
CONFERENCE SPONSORS
PRINCIPAL MEMBERS
GOLD
44 | TBM CONFERENCE 2014
CONFERENCE SPONSORS
SILVER
BRONZE
TBM CONFERENCE 2014 | 45
“The business is begging IT to step up. CIOs must invest
strategically, while divesting and outsourcing those
services and products that are commoditized.”
REBECCA JACOBY, SVP & CIO, CISCO
46 | TBM CONFERENCE 2014
REGISTER TODAY FOR THE ONLY
EVENT FOCUSED ON MANAGING
THE BUSINESS OF IT
Register now at tbmconference.org
CONFERENCE PASS RATES
$1,995
$1,495
STANDARD PRICE
EARLY BIRD PRICE*
*through September 24
HAVE QUESTIONS?
[email protected]
#TBMC14
You’re part of the TBM movement. Help build momentum by tweeting your support of the conference —
“I’m managing the business of IT by attending @TBMcouncil #TBMC14 in Miami http://bit.ly/tbmconf”
Once you register, your confirmation email will include hotel reservation directions.
All scheduled meals are covered in your conference pass fee.
A special TBM Conference rate of $259/night has been secured at the Fontainebleau.
TBM CONFERENCE 2014 | 47
Twitter #TBMC14
tbmconference.org
Copyright ©2014 TBM Council. All rights reserved.