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2011SanAntonioConferenceAgendaITChargeback

 

Wednesday, July 20

7:00-8:00 a.m.

Conference Registration and
  Full Breakfast Buffet sponsored by

www.nicus.com

Nicus Software, a leader in IT Financial Management solutions

8:00-9:45 a.m.

Chargeback: "To Simplify, or Not to Simplify, That is the Question!”
Charles Johnson, President and CEO
CNJohnson & Associates, Inc.

This session will discuss the pros and cons of simplified versus detailed chargeback systems. As an example, a business may charge for CPU, DB2, CICS, disk, tape, storage, different types of servers (virtual and real), desktops, laptops, etc. or they may choose CPU, servers (in general), storage, or group costs by headcount. With any decision there are costs and benefits to be identified and evaluated. This is intended to be an interactive session where we will discuss our experiences (yours and mine) in dealing with differences in chargeback methodologies. What are the goals of your chargeback methodology? What is the best way to achieve those goals?

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9:00-9:45 a.m.

Requirements for a Budgeting and Rate Setting Tool
N. Dean Meyer, President
NDMA, Inc.

While some vendors claim to offer both budgeting/rate-setting and actuals-tracking (chargebacks or showbacks) systems, the requirements for these two business processes are radically different. It's unlikely that any one tool can satisfy both needs. The requirements for tracking actual costs and utilization, and then producing invoices for chargebacks and dashboards, are well defined. But planning tools -- business planning, budgeting, and rate-setting -- are a newer genre and are not as well understood. Clearly, far more is required than simple ABC cost allocation models. This session will lay out the detailed requirements for an effective business/budget planning and rate-setting system, to help you see through the vendor hype and become a smart buyer of planning systems. This session describes:

  • • The difference between planning and actuals
  • • The difference between simple ABC and planning
  • • Framework of requirements for a planning system: method, budget, rates, calculations, tools and reports

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10:00-10:45 a.m.

Data Mining – Using Cost Allocation Details to Support Organizational Initiatives
Brent Loewen, President
Cube Billing, LLC

Learn how to mine your cost allocation data to drive productivity initiatives. This session helps to answer whether or not your organization should move towards standard offerings, measure internal offerings’ value to customers, and eliminate cost elements due to the workload it drives.

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11:00-11:45 a.m.

Software License Cost Management
Katja Samland
Aspera

Software is usually one of the top 3 largest line items in the IT budget! This presentation will discuss how to manage software costs and quantify risks. The presentation will cover:

  • • Managing costs — Creating a software cost overview report; including depreciation and project and cost keys
  • • Cost charging — Cost Center Approach and Profit Center Approach
  • • Managing risks — Software product reference prices and risk reporting

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12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests
 


1:00-1:45 p.m.

Case Study of Why This CIO Chose Investment-based Budgeting Before Showback/Chargebacks
Peg Yeates, CIO
County of Tulare, CA

Tulare County consolidated its internal IT and brought an outsourced IT function back in, creating a new shared-services IT department. Clients (the County agencies) had every right to expect equal or better services at a competitive price, and to be treated as valued customers. A key part of the transformation process was to define our products and services, and price them at cost. We’re using a catalog with rates to present our budget in a different way: the cost of what we hope to "sell” the County, not just what we want to spend. This should lead to better budget decision-making, and clarify user expectations. The process is also having a profound effect on our culture. In this session, I’ll share why I chose IT Finance as the key step in our transformation process, and why we began with budget and rates rather than governance and chargebacks. I’ll discuss results to date, and our plans for next steps. I will discuss:

  • • Quick view of Tulare IT, my personal history
  • • Our current funding processes
  • • Challenges I faced as a leader
  • • Two choices: budget versus actuals
  • • Why budget first
  • • Where we are, and benefits so far
  • • My vision for the future

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2:00-2:45 p.m.

Costing a Cloud
Mary Lou Alter, Solutions Partner
EMC Consulting

Although there can be many contributing factors driving an organization’s cloud strategy, cost is almost always one of them. So it follows that being able to accurately predict and measure the cost of service is key. As organizations implement a mix of private and public cloud, the costing environment can be more challenging for IT Finance organizations. This session will discuss why costing in a cloud environment is different, the things that should be considered in defining a costing strategy in a cloud environment, and ways that other organizations have responded.

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3:00-3:45 p.m.

Understanding Your IT Demand and a Roadmap to Automate Capital Labor Reporting
James Holman, Client Services Director
Maryville Technologies

IT organizations must understand how their customers consume their services. Mapping out the demand types that IT provides will set a foundation for fiscal and financial IT activities based on the following:

  • • Analytics into how much of your internal/external labor is allocated to project work, enhancements, break-fix, and operations management
  • • Dividing the financial categorization of work types into Capital and Expense and managing internal labor reclassification to fully understand Cap Labor
  • • Outline high-level steps to automate your Cap Labor reporting
  • • Providing the foundation for chargeback by aligning financial categorization with the services that your IT team provides

Learn about essential IT financial classifications that can help you better understand IT demand and how it aligns with financial reporting

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4:00-4:45 p.m.

Technology Business Management Demonstration: Apptio’s Suite of IT Financial Management Solutions
Michel Feaster, Vice President, Products
Apptio

Customer adoption of IT Cost Transparency, IT Service costing, chargeback and budgeting solutions is accelerating like never before. As organizations get started in one area, they naturally want to pursue others. An integrated suite of solutions for enterprise IT provides greater value and a framework for improving IT efficiency and alignment to the business. In this session, you will see an overview and demonstration of Apptio’s Technology Business Management (TBM) suite of applications.

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4:00-4:45 p.m.

Automating IT Finance Demonstration
Robert Mischianti Vice President
Nicus Software, Inc.

M-PWR enables customers to transition from spreadsheet-based IT financial management tasks to a process-centric application that delivers automation, scalability, detail audit tracking, web-based reporting and much more...Define and validate your own processes, integrate all of your data elements in one place, satisfy stringent audit requirements, and automate to save time.

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5:00-7:00 p.m.

Apptio Reception

Relax. Come join us for some food and a drink after a long day, and possibly pick up a prize to take home. Apptio is hosting a social networking reception: just a casual time to talk with your peers and unwind.

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Thursday, July 21

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

www.comsci.com

a leading provider in IT Cost Transparency/Financial Management Solutions

8:00-8:45 a.m.

IT Showback and Chargeback: Tips and Best Practices
Yisrael Dancziger, CEO
Digital Fuel

Learn how to generate a detailed bill of IT, track actual usage of IT services and map to specific business units or locations. Hear about best practices learned from our customers such as, Nationwide Insurance, First Horizon, VW, Koch and many more. You will learn how to:

  • • Lower IT spending by driving line of business accountability
  • • Reduce IT costs by proactive control and visibility
  • • Gain predictability in IT spending
  • • Foster interactive communications between IT and its customers
  • • Automate error-prone manual efforts

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9:00-9:45 a.m.

USAA Information Technology Chargeback Process
Stephen Giuliano, Executive Director and Rose Urbanczyk, Senior Financial Officer
USAA

This presentation is a discussion of the USAA Information Technology chargeback process and associated benefits:

  • • Establishing rates for services
  • • Timeline
  • • Internal product/service review
  • • Volume and expense collection
  • • Integrated systems
  • • Collaboration with customers
  • • Billing internal customers
  • • Catalog of products/services
  • • Bill delivery
  • • Billing disputes
  • • Internal reporting for IT management

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10:00-10:45 a.m.

How Mature is Your IT Costing Process?
Christopher Dedera, Principal Associate
B I Solutions Group, LLC

The IT Costing process is affected by multiple levers. Each of these levers can be viewed on a spectrum of maturity. The IT organization needs to evaluate its objectives for IT Costing and compare them to the best practices in IT Costing. This comparison allows the organization to develop a picture of the current maturity level of the IT Costing process and identify areas for improvement. This session will review the key IT Costing levers and how they are used to develop a profile of the organization’s IT Costing process maturity. The key learning points are developing an understanding of the levers for IT Costing and how they are used to develop a maturity profile for the IT Costing process.

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11:00-11:45 p.m.

Cost Aware Runtimes and Services in the Cloud and Enterprise
William Louth, CTO
JInspired

This session will present a significant new trend in application management and monitoring – cost awareness. Cost aware applications are intrinsically self regulated in terms of execution cost whether it be latency, resource consumption, or financially liability. Such software is able to dynamically alter its execution behavior in terms of service paths and request load using cost profiles, paths, and patterns, that are collected using activity based costing and metering in real-time and accessible at various point of interactions along the service supply chain - both external and internal. Cost awareness within applications will enable a new breed of application and activity based performance schedulers to be developed that much more able to accurately prioritize, predict, reserve and protect resource usage at a fine granularity bringing many of the QoS techniques used in networking up into the application runtimes.

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12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests


1:00-1:45 p.m.

Establishing Service Portfolio Management
Lisa Stalter, Senior Manager, IT Planning and Governance
Cox Enterprises, Inc.

As IT departments make the shift to becoming true service providers in their organization, new processes and models need to be considered and developed. Establishing Service Portfolio Management at Cox Enterprises IT organization is underway as we make the transition from IT as a department to IT as a service provider. This presentation will illustrate tools, templates and processes that have been established as part of this transition. It will also highlight organizational changes that need to be considered as well as IT Financial Management practices that need to be defined in order to cross charge for services.

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2:00-2:45 p.m.

The ABCs of Improving Service Delivery and Optimizing Costs
Todd Tucker, Director, Strategic Marketing
Apptio

Activity-based costing (ABC) traces its roots to the manufacturing sector, where it was first implemented along with principles such as design for manufacturability and assembly (DFMA) and total quality control (TQC). As such, ABC proved its value beyond solving traditional cost accounting issues; it also provided the insight to improve product quality, reliability and cost optimization. Similarly, ABC in IT not only promises more accurate cost allocations, but it supports decision-making to improve the quality and reliability of IT services and service components. ABC also helps identify outlying cost drivers in IT operations and shows how the use of IT services drives cost increases. In this session, we’ll dive deeper into ABC and discuss how to use it to make better decisions about your IT services.

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3:00-3:45 p.m.

Chargeback in the Clouds
David Kaufman, CEO
ISaccountable

Increasingly, IT services are supported by a mix of dedicated physical resources, virtualized resources, outsourced resources, as well as both public and private cloud deployments. This presentation presents a framework for implementing usage-based chargeback in such heterogeneous environments.

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4:00-4:45 p.m.

Using Tools to Produce Better Business Results from ITFM Digital Fuel Demonstration
Blair DeSio, Senior Sales Engineer
Digital Fuel

Using manual methods, Excel, or databases cannot scale to handle the complexity of today’s IT Financial Management needs. In this session we’ll talk about how automating reporting and processes with commercially available tools, like those available from Digital Fuel, dramatically increase the value of ITFM. This session will include:

  • • Introduction to how ITFM tools work – data, reporting, and process automation
  • • How to get started, and how long it takes – really
  • • Live demonstration of the Digital Fuel product including modeling, computation, "what-if”, and analysis
  • • Best practices for getting more from an ITFM implementation

We will also include real-life examples of how our customers are using our solutions to solve their ITFM challenges.

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4:00-4:45 p.m.

Live Demonstration of ComSci's BP-a-a-S Technology Financial Management Solutions
Brian Stedman, Vice President, Product Management
ComSci, LLC

This is a "best practices” demonstration of ComSci's State-of-the-Art automated IT budgeting, cost modeling, and consumption invoicing solutions.

5:00-7:00 p.m.

Digital Fuel Technology Reception

Digital Fuel, a leader in IT Cost Management and Visibility Solutions, invites you to join us for some delicious food, refreshing drinks, and informal conversations in a relaxing atmosphere. This will be an enjoyable opportunity for you to network with other conference attendees and (if you feel so inclined) learn about Digital Fuel's leading Service Management Solution.

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Friday, July 22

7:00-8:00 a.m.

Full Breakfast Buffet
 

8:00-8:45 a.m.

Chargeback in a Cloud/non-Cloud Environment
Eistein Fosli, Founder
Open iT, Inc.

Many companies have moved towards using a mixture of cloud/non-cloud environments. Sometimes an entire line of applications are hosted in the cloud, while at other times the cloud is used only to cover periods of peak demand. This session will describe how chargeback can be addressed in such an environment, and how to ensure the chargeback model is:

  • • Easy to communicate and easily understood by the business
  • • Easy for the IT department to manage, control, and verify
  • • Considered fair by most business users
  • • Enabling optimized IT resource usage
  • • My vision for the future

The presentation will demonstrate steps needed to achieve an effective chargeback system, and the various components required for chargeback in a mixed cloud/non-cloud environment.

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9:00-9:45 a.m.

Servers, Servers, Everywhere Servers – Managing the Data Needed for Server Costing
Christopher Dedera, Principal Associate
B I Solutions Group, LLC

Servers spread rapidly across the IT organization creating challenges for server costing. Input data is needed to understand the software stack on each server. Output data is needed to understand the consumption of the servers. Server structure information is needed to understand the impact of the virtual environment. This session will look at the data needs for server costing and how to manage this data. The key learning points will be focused on data collection techniques and how to structure the data collection process.

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10:00-10:45 a.m.

Building a Best Practice Chargeback Model: Become More Accountable and Competitive with Cloud Providers
Jason Byrd, Strategic Advisory Services Partner
RPC Solutions

Many organizations have been using an IT chargeback model for the "legacy” technologies procured and delivered by the IT organization. Other IT organizations have avoided the use of chargeback altogether and continued using a classic corporate funding model. However, with the industry-wide emergence of cloud computing, all types of IT organizations will need to evaluate elements of chargeback as they begin introducing cloud computing solutions into their environment.

During this presentation, there will be two lucky winners at a drawing for a free pass to the ITFMA 2012 Conference of your choice. You may be one of them!

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   www.amtelnet.com
www.apptio.com
    www.aspera.com

 www.comsci.com
 www.costnomics.com
 www.digitalfuel.com

  www.nicus.com

 www.valicomcorp.com
 

 

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Calendar

6/26/2017 » 6/30/2017
2017 Financial World of Information Technology, Austin, TX

8/7/2017 » 8/11/2017
2017 World of IT Financial Management, New Orleans, LA

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