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The Pros and Cons of Lawyering Up in a Negotiation John Fisher, Chief Strategy Officer and Jeffrey Gordon, SVP Value Creation
At some point in a negotiation there will be lawyers involved in the discussion. Jeff Gordon (a lawyer) and John Fisher (not a lawyer) provide a point/counterpoint on how lawyers should be involved in the negotiation process. In this session, you will learn about which parts of a negotiation absolutely need someone with a legal background and which parts should be led by business minded people. Topics will include:
• Key contract terms and conditions
• Fundamental deal structure
• Risk management vs. getting to done
• Examples of negotiations that went right, and those that went terribly wrong
You’ve Managed the Acquisition Costs, Now It’s Time to Manage the Payback Using Best Practices Randy James, Founder and Managing Director
The Consultants Source, LLC
This session will discuss the use of a new ITAM tool to conduct a structured, comprehensive, vendor neutral audit of the use of infrastructure (storage, servers, networks, desktops, etc.) best practices to identify high impact, low cost actions that can maximize the reliability, utilization, capacity, performance, and ROI of existing technology assets.
Peer Whiteboarding Session on IT Asset Management Jeffrey Ebbrecht, Senior IT Specialist
In this session we will cover the following topics:
• IT Asset Management products and services being used today. Some of these products may be out of the box IT Asset Management solutions, others may be hybrid solutions that are also problem tracking and resolution products, while others may simply be a spreadsheet
• What are customers tracking in their IT Asset Management databases?
• How often are these IT Asset Management databases being updated–quarterly, annually, as needed?
• What are some of the flaws of various IT Asset Management systems in place today?
• How can you eliminate these flaws and is it really that important to do so?
This open whiteboarding session is a peer-to-peer discussion, so come prepared to share some of your own thoughts and experiences and an open mind to potentially learn from those other folks in attendance. If you do not have any experience, then this will be a great session to learn from your peers and take this information back to your own company.
How Long Should a Contract Take? Jon Maxim, President
Maxelerate Systems Ltd.
There is an ugly truth in creating IT contracts of more than minimal complexity. They always seem to take longer to create than the time you have. Yet, if you shortcut the process and force a deadline, you are likely to get an inadequate deal. Come to think of it, even if you give contract negotiators all the time they need, you still seem to get contracts that have errors or inconsistencies in them. How can this be? After many years of experience with IT contracts and a recent, extremely long and tortuous telecom contract negotiation, this session is intended to share with you what we have learned and how you can optimize the time available for putting IT deal in place.
IT Asset Management for Government Organizations Howard Hastings, Sr. Director, Products & Marketing
While all IT organizations share most of the same issues regardless of industry, Government IT has a few extra requirements and some unique challenges. Learn how ITAM Best Practices have helped to address some of these situations, including Privacy Act of 1974 and other Personal Data laws, HIPPA, IT physical security and business continuity reporting, GASB 34/35, and data processing segregation/classification, as well as identifying existing budgetary $$ that can be re-purposed to fund new initiatives.
Telecom A to Z: From Finding Billing Errors to Resolving Them Ion Nemteanu, Director Analytics
In the past decade the telecommunication portfolio of services has erupted at an undeniably rapid pace. As the powerful demand for communication services grows, so too must the capabilities of our carriers. Many services have been extended to the market before adequate billing systems were in place to sustain the complexity of its surrounding environments, thus creating inevitable errors buried deep within the telecom invoicing nether. Billing errors, though bountiful and common, usually go without dispute. The resource requirement to identify, track, measure, dispute, and validate can deter many from these potentially monetarily rewarding tasks. But you shouldn’t leave all that money on the table. It is crucial to organize your processes and the systems used to track claims and supporting documentation. Also, having solid positive carrier relationships can expedite the recovery process. This session will illustrate common industry approaches to dispute management as well as best practices while interacting with your carriers to ensure maximum savings.
Using Tools to Produce Better Business Results from ITFM (Software Demonstration) Blair DeSio, Senior Sales Engineer
Using manual methods, Excel, or databases cannot scale to handle the complexity of today’s IT Financial Management (ITFM) 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
• 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.
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.
easy to use and fast to deploy IT Financial Management SaaS solutions
Do We Save on Software Asset Management? Chris Baczkiewicz, Manager, IT Standards Support
The most important benefit from implementing a Software Asset Management (SAM) program is the optimization of the software costs. However, to obtain the funds for such a project, we need to make a solid business case. Then we are looking for a proof for ROI. Is there any? How do we measure the savings? Are there any other measurable benefits? What other value does SAM bring? This presentation will address these questions.
Cost Measurements for IT Finance Charles Johnson, President & CEO
CNJohnson & Associates, Inc.
IT financial management consists of financial planning, controlling, pricing, evaluation, and decision-making. These various financial disciplines require their own unique cost measurements. This presentation will discuss the disciplines’ various requirements for cost information and will illustrate how to compute IT costs such as financial planning cost, resource cost, activity-based cost, product (business unit) cost, decision-making cost, etc. Examples of how to compute these various costs will be illustrated.
IT Portfolio & Project Management – Software Evaluation and Selection Decision Best Practices Joseph Pucciarelli, Program Director
As the economy begins its slow recovery, companies remain challenged to allocate IT investments given complexity, competitive pressure, and variegated choices. For this reason, many companies are choosing to invest in IT Project and Portfolio Management (IT PPM) software tools to help them more effectively prioritize, track progress, and drive innovation. In this presentation, newly published research on IT PPM products and strategies will be laid out. Users seeking process, services, and automated capabilities for IT PPM come to their decision making with varying levels of maturity and differing pain points and challenges. IDC's IT PPM assessment enables effective context with four weighted perspectives - Enterprise IT PPM solutions, Software as a Service (SaaS) IT PPM, IT Financial Management, and Application Lifecycle Management (ALM)/IT PPM. The recommendations will enable attendees to:
• Make better IT PPM solution decisions
• Gain insight into how 60+ organizations derive value from their IT PPM implementations
• Understand competitive positioning of IT PPM suppliers in this highly dynamic, complex market
The Art of Exiting The Deal – Thinking about the Unthinkable Chris Herman, Senior Consultant
Many companies, buyers, sellers and advisors, have codified and mastered the process of entering into outsourcing deals. The process to get out of them is not as well established. Companies stay in deals that are sub-optimal not only because the exit barriers are so high but also because they don’t know how to get out of them. Termination processes are beginning to practically evolve. This session will introduce ways to prepare for exiting outsourcing transactions in good relationships and in bad. Topics will include advantages and disadvantages of the sequence of decisions and actions, options, the benefits of termination agreements, the complexity of transitioning out of a deal, impacts of moving from sole source to multi-sourced deals, and what should be done at any point in a deal (including during the process of initially negotiating the agreement) to make breaking up less unthinkable.
Software Compliance Management Best Practices – How to Save Buckets of Cash! Robert Stroud, Vice President, Service Management
This is a case study of a global financial organization and how the outcome of an internal audit identified the opportunity to manage and rationalize their software licenses and save the organization "green dollars”!
From Black Box to Glass Box: Leading a Successful IT Financial Transparency Project Jeff Saling, Vice President, Customer Success
Delivering a successful IT financial transparency project has never been more important than today. Many factors tend to get in the way, from political quagmires to data quality concerns and technical hurdles. In this session, we’ll describe a staged approach – based on actual case studies – to delivering IT financial transparency that satisfies business leaders. We’ll discuss how to get executive and business buy-in, describe a proven methodology and critical success factors, and share how to get started, even when your cost data and current allocation methods are far from perfect.
Improving Efficiency through Service Quality while Balancing Revenue Growth Keith Jackson, Director
PwC's Diamond Advisory Services
Banks must intensify their focus on growing and protecting quality deposits/assets and replacing lost fee revenue. When economic conditions make other growth initiatives less practical, service quality improvements become a crucial tool for driving new revenue. But can service quality be maintained while holding down costs? In this session you will learn how banks can improve satisfaction for targeted customer populations while dramatically improving their overall efficiency and increasing annual revenue. Your organization can learn and benefit from the experiences in the banking industry. Specific issues that will be addressed include:
• The role technology organizations play in efficiency improvement initiatives
• Technology solutions other companies have used to improve quality and efficiency
• Key metrics banks should really be focusing on to simultaneously improve customer service and profits
• Determining which key customer segments deserve the most attention
• Identifying which short-term customer service improvements will yield the most value
• Long-term technology changes other banks made that improve service quality to protect and grow deposits
• Key principles that are essential to any effort to reduce expenses, improve service quality, strengthen the brand and earn greater share-of-wallet
Moving Beyond Data Management: How Apptio Streamlines Data Acquisition and Enables Activity-Based Costing, IT Benchmarking, and What-If Analysis (Software Demonstration) Michel Feaster, Vice President, Products
Many IT financial managers spend more time updating spreadsheets than providing the CIO with analysis to help drive IT investment decisions. It's time IT Finance had their own financial planning and analysis tools to provide real-time activity-based service costing, IT benchmarking, and what-if-analysis. Come see a demo of how Apptio delivers these capabilities, along with collaborative service-based budgeting and a Bill of IT to communicate cost, quality and value with the business.
Automating IT Finance (Software Demonstration) Robert Mischianti, Vice President
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.
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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Transforming Low-Value Surplus IT into Strategic Assets Robert Houghton, President and Founder
Surplus IT that is worth pennies on the dollar at resale can instead generate up to a seven-fold return through a rigorously managed donation program that supports your organization’s corporate social responsibility and marketing goals. This "Giving ROI” can be achieved with minimal or no cash outlay. The presentation will include case studies from Redemtech’s Serious Good™ initiative and best practices for organizing a successful IT asset disposition program that makes donation of low-value computer equipment the most strategic ITAD option, including collection events that give employees a convenient (and tax deductible) way to support worthy causes while preventing the premature and unsafe disposal of electronic waste.
How to Establish an Asset Inventory to Effectively Manage your Telecommunications Environment Gene Brown, Director Telecommunications Expense Management
In today’s complex telecommunications environment, wireline and wireless telecommunication management is typically separated into two groups within the IT organization. It is typical for asset management to be decentralized, causing an inefficient means of managing telecommunication expenses. The decentralization hinders an organization from knowing what amount of expenditures is truly spent on telecommunications. It is essential to establish and consistently maintain a central repository for both wireline and wireless assets to effectively manage telecommunication expenses. It has been established that just creating an inventory leads to better and more cost-effective decisions, and once that inventory is established, can lead to as much as a four-fold increase in telecom savings. With the growing emphasis on mobility, there is an increasing need to accurately capture the multiple end points per user. Most companies have no idea who or what is connected to the network for either tracking or security purposes. An up to date inventory is critical for the finance organization to accurately budget, forecast, and manage monthly telecommunications expenses. In this session you will learn the key elements of establishing an organization’s centralized inventory.
Automating Asset Cost Collection in a Virtualized Environment Nicolas Rousseau, Asset Manager Product Manager
Many companies are going beyond the simple tracking of assets and making use of tools that help them manage costs through the entire asset lifecycle from determining the need, through procurement, to check-in and deployment, to eventual retirement. However the lifecycle is exponentially more complicated for virtualized assets, especially in environments where multiple different virtualization systems are in place. In this session we’ll discuss tools and techniques for understanding asset investments when virtualization is a major factor.