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2012SanFranciscoConferenceAgendaITChargeback

 

Wednesday, April 18

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.

Lessons Learned from 25+ years of IT Chargeback
Robert Mischianti, Vice President
Nicus Software, Inc.

Over the past 25 years, nearly every IT organization has had some experience with the practice of IT Chargeback. This long history has shown us that success and failure have often been based on how an IT Chargeback process is configured and then applied within an organization. This session is a review of the many methodologies, configurations and policies, as well as, their intended or accidental impact on the IT user community.

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9:00-9:45 a.m.

Using the ITFM Maturity Model to Improve the Costing Process
Christopher Dedera, Principal Associate
B I Solutions Group, LLC

The ITFM Maturity Model can effectively accelerate improvement in the IT Costing process. Using multiple dimensions across the costing process gaps and opportunities are identified. This session will look at the practical application of the ITFM Maturity Model and how it can be leveraged to improve the financial management process within the IT organization. The key learning points include how to develop and interpret a maturity profile.

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10:00-10:45 a.m.

IT Cost Analysis of IT Consumption
Robert Nelson, IT Solutions Architect
SAS Institute

What is the true cost of IT for what is being consumed? Most organizations struggle to balance the demands of solving complex day-to-day management and operational issues while delivering increased value to internal and external customers at an acceptable cost. But can IT deliver value to the customer that is both acceptable from a services perspective as well as a cost to deliver that service? The ultimate objective of IT management is to properly align the use of IT resources with the company’s mission while controlling IT service costs. An IT organization has to be both effective in delivering the IT services while being efficient to ensure the optimal cost to deliver those services. Several key strategies are paramount to successful IT effectiveness and cost efficiencies:

  • • Identification of costs within the department and organizations to align those costs to the specific IT services being consumed is critical to the general mission of IT
  • • Cost analysis of IT consumption in order to reduce costs through efficiency enables IT to go from simply managing IT costs to managing what causes IT costs
  • • Strategic analysis of the IT infrastructure enables IT organizations to focus on resource optimization through consolidation and server virtualization
  • • Shared services within IT organizations are leveraging virtualized environments to efficiently manage and deliver shared services
  • • Utilization of the effective cost analysis to determine an enhanced cost recovery process and methodology

In a sector with an abundance of hardware configurations and data-bases, the limited IT staff is challenged to ensure efficient and effective services. This presentation focuses on how IT can achieve the alignment of IT with the mission of the organization through the implementation of processes and technology to improve IT cost containment and a more effective methodology of cost recovery.

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11:00-11:45 a.m.

25 Years of Chargeback – What’s Different?
Charles Johnson, President and CEO
CNJohnson & Associates, Inc.

In this interactive session, we will discuss the usual chargeback questions: What to charge? Who to charge? How to charge? When to charge? In addition to these issues, the most important question is WHY do we charge? We will discuss the characteristics of a best practices chargeback process, as well as, what are the benefits and how do we measure them? Bring your best ideas to discuss.

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12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests
 


1:00-1:45 p.m.

The Making of a Chargeback Artist
Carissa Albers, Vice President
Commerce Bank

For those struggling to start, this is our journey that began with a 4 month timeline, $100k and one FTE. This is a personal experience working within time, budget and culture restraints to make a sustainable, reasonable chargeback process from the ground floor. This review won’t show you how YOU should do it, but will explain how we worked with our particular culture and obstacles to get something everyone could live with.....the people with the check book, the internal customers, the corporate finance group and IT.

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2:00-2:45 p.m.

Building Defensible Rates with Mandated Cuts
Deborah Zellner, Principal Accountant
Riverside County

Learn how one organization has been able to make it through budget cuts and still build rates successfully. After Riverside County implemented activity-based budgeting, making any necessary budget cuts has never been easier. Learn how Riverside County Information Technology is handling this difficult time in today’s economy and still able to support their customers with lower rates and equitable services.

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3:00-3:45 p.m.

Using a Metered Approach for the Costing of Shared Resources
Michael Davis, President
Resource Guidance, Inc.

The use of a Chargeback/Showback system is generally associated with some type of mainframe environment. Due to the nature and cost of mainframes, it was an ideal vehicle for use in a shared manner. How- ever, with the advent of Open Systems, SOA, Virtual Systems, and other technologies, the use of shared resources has increased while the ability to attribute shared cost has decreased. Traditional Chargeback/Showback methods do not easily translate to the new technologies resulting in the inability to measure and/or compare Heterogeneous Systems. This situation can be remedied by using a Metered approach for the Costing of these new technologies. In this session we will:

  • • Discuss Heterogeneous System measurement issues and System Normalization
  • • Discuss Cost Issues (TCO, Expenses, etc.), Rate considerations, and Cost Perspectives (Functional, Operational, User, Chargeback/Showback, etc.)
  • • Define a Metering program for Heterogeneous System environments
  • • Discuss Rate Formation and Meter Measurements (Native, Standard, etc.)

At the completion of this session you will have a good understanding of Metering and how it can be applied to a Heterogeneous System environment. This knowledge can be used for a Costing Model that results in a "Bill of IT” that can be used in a Service Catalog and/or Chargeback/ Showback system.

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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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4:00-4:45 p.m.

ComSci IT Financial and Business Management Software Demonstration
Jeff Yoder, Business Development
ComSci, LLC

Today’s manual methods for aggregating all disparate source data required to handle the complexity of today’s IT Financial Management needs is overwhelming. Yet, many IT Finance executives are doing just that – spending all their time aggregating disparate data, rather that analyzing and "managing” the business of IT Finance. In this session we’ll talk about how automating the aggregation process with commercially available tools, like those available from ComSci, dramatically frees up valuable IT Finance teams for higher value tasks. This session will include:

  • • Introduction to the 5 key elements needed from ITFM automation tools
  • • IT Finance Maturity Roadmap
  • • Live demonstration of the ComSci ITFBM capabilities including automated costing, budgeting/forecasting and consumption reporting/demand management
  • • Best practices from ComSci’s 57,000 users

We will show you how, in partnering with ComSci and our award- winning solutions, we can help you solve even your most complex ITFM challenges.

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5:00-7:00 p.m.

ComSci’s 25th Anniversary ITFMA Celebration & Reception

ComSci, a leader in automated IT Financial Management Solutions, invites you to join us for some delicious food, refreshing drinks, and informal conversations in a relaxing atmosphere. This will be an enjoy- able opportunity for you to celebrate the 25th Anniversary of ITFMA in beautiful San Francisco as well as network with other conference attendees and (while you’re at it) learn more about ComSci’s award-winning SaaS-based IT Financial Management capabilities.

www.comsci.com

ComSci, a leader in IT Cost Transparency/Financial Management solutions


 

 

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Thursday, April 19

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Benchmarking with your Service Provider to Drive Transformational Change Initiatives
Tim Langley-Hawthorne, Senior Advisor
TPI, Inc.

Traditional benchmarks are often used to set a target price for service providers. In justifying an aggressive number, clients will argue that top performance should be the goal and standard that service providers aim for. Service providers, meanwhile, typically counter that top- performance targets defined by the benchmark are arbitrary, inaccurate, or based on cherry-picked numbers from myriad environments, not necessarily reflective of the unique, customized, and often constraining reality of the individual client. In this context, the process often becomes contentious, and the benchmark’s role is limited to that of a club to wield during the negotiation process. The task of finding efficiencies and savings rests, moreover, largely with the service provider. As a result, the lower the price target, the lower the vendor’s profit margin. These traditional rules of the game are fundamentally changing. Increasingly, benchmarks are being used to define and implement broader trans- formational change programs characterized by demand management, standard service delivery, and usage-based "pay by the drink” utility computing models. In this context, benchmarking is the first step in a mutually agreed program of client/provider transformative change.

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9:00-9:45 a.m.

Down in the Dirty Details – Spreadsheet Exercise in Deriving Rates Manually
Carissa Albers, Vice President
Commerce Bank

For chargeback novices, this is a detailed walk through of our rate calculations using only an Excel "cost pool” spreadsheet. With one FTE, 40 IT cost centers with $75million in expense, a culture that puts most of the financial responsibility for IT onto the finance areas, and a good invoicing tool but little resources to utilize it fully, we had to develop a way to calculate rates to recover IT expenses. This is a detailed look at the spreadsheet we currently use and how it is populated.

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10:00-10:45 a.m.

An Open Panel Discussion Based on 25 Years of Chargeback Experience and Best Practices
Christopher Dedera, Principal Associate, B I Solutions Group, LLC
Jeffrey Ebbrecht, Senior IT Specialist, IBM Corporation
Scarlett Hu, Assistant Director, IT Services, J Paul Getty Trust
Charles Johnson, President and CEO, CNJohnson & Associates, Inc.
Robert Nelson, IT Solutions Architect, SAS Institute

We have a panel of very experienced chargeback professionals who will address your questions and comments. We plan to have a lively interaction with all of you attending, whether you are new to chargeback or a veteran yourself. Bring your questions, challenges, thoughts, what has worked, and what needs improvement. What do we hope to achieve through chargeback? Don’t be bashful. Let’s have an extended, open discussion.

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11:00-11:45 p.m.

An Open Panel Discussion Based on 25 Years of Chargeback Experience and Best Practices (continued)
Christopher Dedera, Principal Associate, B I Solutions Group, LLC
Jeffrey Ebbrecht, Senior IT Specialist, IBM Corporation
Scarlett Hu, Assistant Director, IT Services, J Paul Getty Trust
Charles Johnson, President and CEO, CNJohnson & Associates, Inc.
Robert Nelson, IT Solutions Architect, SAS Institute

 

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12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests


1:00-1:45 p.m.

Industry Best Practices: The Great Debate
James Baxley, IT Finance Manager, First Citizens Bank
Robert Mischianti, Vice President, Nicus Software, Inc.
N. Dean Meyer, President, NDMA, Inc.
Jeff Yoder, Vice President, ComSci LLC

Join us for a presidential-style debate among leading IT Financial Management providers! Witness history in the making as the candidates answer directed questions from the moderator and from the you, the audience. In keeping with true debate format, answers (and rebuttals) will be time-limited, and will be restricted to the art and science of IT Financial Management practices. Topics debated will include:

  • • Tools vs. Process
  • • Chargeback vs. Showback vs. Allocation
  • • Build it Yourself (Excel) vs. Buy a Tool
  • • Shadow IT Accounting vs. Change the General Ledger
  • • ...And Your Submitted Topics

Stay for the end – you will vote for the winner of the Great Debate based on their performance under time pressure, their ability to clearly articulate and defend their position, and their ability to stay away from selling their own solutions!

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2:00-2:45 p.m.

Practitioner’s Guide to Best Practices for IT Transparency
Paulo Prazeres, Director IT Finance
EMC Corporation

This session is about the eight-step process we developed and use to accomplish full IT chargeback across a global 40,000+ person enterprise. And, with increased financial transparency, IT and business units can more effectively work together on "build-versus-broker” service decisions. We will discuss how we arrived at and executed each step, and how the IT Finance group overcame challenges they encountered along the way. This session will focus on the mechanics of effective execution as well as the broader operational and strategic opportunities chargeback and transparency enables, e.g., use of strategic pricing to foster adoption of company standards and ways to accelerate business-level agility for the enterprise.

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3:00-3:45 p.m.

How Much Does that Database Cost?
Christopher Dedera, Principal Associate
B I Solutions Group, LLC

IT organizations support and maintain 100’s and 1000’s of databases, but determining the cost of those databases remains a challenge. This session will explore the issues and challenges to costing databases. Additionally an example of a database-costing model will be explored. The key learning points include understanding the components of database costs and how the cost model can be structured.

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4:00-4:45 p.m.

IT Financial Management Best Practices with VMware IT Business Management Software Demonstration
Blair DeSio, Senior Sales Engineer
VMware

In this session we’ll talk about how automating reporting and processes with commercially available tools, like those available from VMware, dramatically increase the value of IT Financial Management (ITFM). This session will include:

  • • Introduction to how ITFM tools work – data gathering, reporting, and process automation
  • • How to get started, and how long it really takes
  • • Live demonstration of the VMware IT Business Management 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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5:00-7:00 p.m.

VMware - IT Business Management Reception

VMware 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 VMware’s IT Business Management Solution.

www.vmware.com

VMware, a leader in IT Cost Management and Visibility solutions


 

 

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Friday, April 20

7:00-8:00 a.m.

Full Breakfast Buffet
 

8:00-8:45 a.m.

ITFM Best Practices: Chargeback is Not a Four-Letter Word
Jeff Yoder, Business Development
ComSci, LLC

Over the last 10 to 15 years, many organizations have made concerted efforts to incorporate IT chargeback processes into their IT business strategies – and failed miserably. In many of the organizations that went through this, the chargeback initiative’s failure further exacerbated an al- ready tenuous relationship between IT and the consumers of IT products and services, a formidable group considering it’s the rest of the company. Today, there is an opportunity for IT organizations to be successful in achieving all the positive effects of chargeback through automating the cost recovery and consumption invoicing processes that were not possible even 5 years ago. This lecture will focus on defining why chargeback and "showback” have a positive effect for both producers and consumers of IT products and services. Also discussed are the tactical steps you can take toward a successful chargeback strategy.

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9:00-9:45 a.m.

Allocations, Estimates and Assignments Improving the Accuracy of the Cost Model
Christopher Dedera, Principal Associate
B I Solutions Group, LLC

The data needed for an IT cost model can be difficult to collect and a challenge to manage. This session will explore the Cost Assignment Spectrum and the various assignment methods available to improve the costing process. Additionally the cost of each method and the organizational changes required will be discussed. The key learning points include understanding the various assignment methods and when they should be applied.

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10:00-10:45 a.m.

Best Practices for Transitioning IT Finance to a Variable IT Consumption Model
Paulo Prazeres, Director IT Finance
EMC Corporation

Most IT departments today operate with a "fixed” consumption model, assuming non-shared assets and a computed demand forecast. As virtualization and automation permeate IT infrastructure, more assets are pooled and shared. In addition, IT service output is becoming elastic and dynamic, following demand requirements. Both of these new models have clear advantages over the fixed approach. Yet the move to a variable IT consumption model can present substantial challenges to organizations that are accustomed to predicting and controlling IT costs. While no easy path to the new model exists, this session will address several promising approaches including:

  • • Why a variable consumption model is a challenge for many organizations
  • • How to overcome organizational and cultural pushback
  • • Why simple cost transparency and chargeback aren’t enough
  • • An initial survey of suggested approaches

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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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