Best Practices for Controlling the Cloud: Effective Service Management for IT as a Service (ITaaS) Workshop (4 hours) Mary Lou Alter, Solutions Partner, and Terence Okus, Principal Consultant
During this workshop you will learn an approach to develop a concise service management framework for the provisioning of IT as a Service (Cloud Computing). From the Financial IT Executive perspective, the workshop reviews the rationale and implications of adopting best practices as foundational elements for ITaaS strategies. IT as a Service (ITaaS) is a business-focused model for IT that leverages a highly virtualized infrastructure along with modern development approaches resulting in a highly efficient means of delivery anywhere, anytime IT Services (Cloud Computing). At the heart of ITaaS lies virtualization technology. However, ITaaS also requires strong leadership, solid governance mechanisms and practices along with repeatable service management processes for the delivery of high quality and customer valued services.
During this workshop, a review of the available strategies for ITaaS provisioning will be reviewed along with discussions on their strengths and weaknesses, approaches for developing an ITaaS strategic vision, the supporting principles and actionable tactics needed to achieve the ITaaS operational excellence vision. At the conclusion of this workshop, you will have a better understanding of what leadership principles, governing mechanisms and processes are needed to craft a strategic reference model for ITaaS. The workshop covers:
• Cloud computing models: characteristics and benefits
• Risks associated with the cloud computing paradigm (Group Discussion)
• Seeding the Clouds: Essential elements needed to enter the ITaaS Cloud Computing space
Review of vision, mission and values (Discussion & Exercise)
ITaaS: Art or Architecture (IT Architectures and Frameworks for the ITaaS Architecture)
• Cloud Construction: Laying the foundations for IT as a Service (Group Exercises)
• Next Steps: How to take action on your ITaaS strategy
A Workshop to Design a Cost Allocation Framework that Leverages Existing Tools (4 hours) Brent Loewen, President
Cube Billing, LLC
Is the notion of running IT like a business good or bad? This workshop will compare and contrast service catalogs and costing initiatives to understand how they impact a company's cost allocation and chargeback framework. The issues companies face today are creating the flexibility to meet future needs while maintaining the ability to run one's day-day business.
This workshop will provide a roadmap to create financial transparency by implementing an enterprise-wide cost allocation framework. The goals are for each participant to determine what components are needed in a cost allocation system, how to put the pieces together, and where they are best used. Please bring your cost allocation challenges and potential solutions so they can be discussed during this interactive workshop.
Trends and Rethinking IT Asset Management Tools & Techniques Workshop (4 Hours) Brian Jeffery, Managing Director and
Bob Simko, Executive Director
International Technology Group
Rethinking IT Vendor Relationships: Industry Shifts and Their Implications: The structure of the IT industry is changing rapidly. IBM is trying new approaches to boosting its software and services revenues. HP is in disarray. Oracle strategy is increasingly erratic. Cisco has emerged as one of the top server vendors. Google, Amazon.com and others are gatecrashing IT services. New converged infrastructure solutions are cutting across traditional IT boundaries. Cloud computing may, or may not, transform the IT world. What is going on? This session looks at shifts occurring among IT vendors, and explores their implications for customers. It will be concluded that, for many organizations, it is time to rethink established vendor commitments and relationships.
Database Economics: New Trends and Opportunities: Reviews the escalating competition between IBM (DB2), Microsoft (SQL Server), Oracle and SAP (Sybase), and recommends how users may exploit this situation. Assesses changing economics (growth in support vs. license costs) and describes open systems and niche alternatives. Suggests ways users may contain database costs through technical initiatives as well as more aggressive procurement policies.
Application Modernization: Make Not Buy? Highlights a growing, but little-publicized trend to upgrade legacy applications rather than invest in packaged software. Outlines the economic environment, technology shifts, and supplier strategies encouraging application modernization. Discusses how organizations may identify and realize savings opportunities. Addresses methodologies to determine investment priorities.
Return on Information: Recent Trends in Analytics: Reviews recent trends in use of analytics tools and technologies in general business and financial applications. Outlines key types of solutions, and reviews organizational as well as technical success factors for these tools and technologies. Concludes that many organizations fail to realize the potential of analytics because they (1) do not adequately define requirements, (2) invest in technologies rather than the skill sets to use them, and (3) underestimate the costs and difficulties of generating data for analytical use.
IT Chargeback Seminar with an All Star Cast from the Present & Past 25 Years (3 hours) Mark Berg, Principal (retired), The Gettysburg Consultancy, Inc.
Chris Dedera, Principal Consultant, RPC Solutions, LLC
Jeff Ebbrecht, Senior IT Specialist, IBM Corporation
Charlie Johnson, President, CNJohnson & Associates, Inc.
Rob Mischianti, Vice President, Nicus Software, Inc.
Terry Quinlan, Director, IT Financial Management Association
This is a once in a lifetime opportunity to get your chargeback and cost allocation related questions answered by this panel of some of the most experienced professionals from the World of IT Chargeback. Some of the panelists were pioneers in this field in the 1970’s, and down through the years they created the guidelines on chargeback practices and procedures that have stood the test of time and are still being used in most major chargeback installations. Others on the panel are among the leading experts in today’s chargeback environment. Hear what they have seen work and not work, whether it deals with why, who, how and what is allocated or charged back to the clients or business units. Based on the consensus of opinions by practitioners in the field, the panelists can address best practices in chargeback and cost allocation concepts and techniques. Bring your questions and issues you are wrestling with at work and use the panel as a sounding board for confirmation to see if they agree with your practices or that "know it all” back at the office. The session will be fun and entertaining because we selected panelists that are really excited about chargeback and enjoy sharing their experiences with anyone that will talk to them!
Audit Yourself Before Others Do! How to Proactively Find the Weaknesses in Your Cost Model Workshop (3 hours) N. Dean Meyer, President
Isn't it better to know all the weaknesses in your product/service cost model BEFORE others do? Yes, you've worked hard and done the best you can to develop a robust cost model. But an objective assessment of your cost model tells you what you can do to improve it, while also validating its strengths to help you defend it. A self-audit certainly pays off if you haven't yet released your cost model, catching problems before others (including clients outside IT) attack it. But even after your cost model is in use, a self-audit helps you find problems that will come back to haunt you. This workshop gives you all the details of what to look at when assessing a cost model and the processes around it. It's a comprehensive framework you can use to self-assess, and to refine, your cost model, data, planning process, and tools. We will discuss:
• Why it's smart to be the first to know
• Objectivity inside, outside, just not you alone
• Purpose drives shape in terms of budget, rates, profitability analysis
People or Process – Which Has A Greater Effect An Project Success Seminar (3 hours) Todd Williams, President
Daily, we are involved in two acts—developing and following process and negotiating with stakeholders. We cannot escape them; they are part of the project management experience. Processes are required to maintain consistency, accuracy, and abide by regulations. Negotiation is required to create a valuable solution that meets the triple constraints. To deal with the reality of business, you need a toolbox of techniques that can address the needs of the people who supply and consume information and the competing interests of stakeholders. This seminar starts by looking at the lynch pin of business—process—why it is important, when it works, and how its overuse generates failure and culminates with a lesson on incentivizing people. It covers people and process using a negotiation process to provide an insight to some of the quirks inherent in people, including yourself, and how to handle them.
IT Asset Planning, Budgeting, Reporting and Management Best Practices Seminar (4 hours) Jeffrey Ebbrecht, Senior IT Specialist, IBM Corporation and
Charles Johnson, President, CNJohnson & Associates
We will explore IT Asset Planning, Budgeting, Reporting and Management best practices in an open discussion. What have we tried? What worked? What failed? What are the necessary features and elements of planning, budgeting, reporting and management of IT assets? What are the interrelationships and dependencies? What are the roadblocks? Has your company’s IT Asset Management, Budgeting and Forecasting tools and methodologies kept up with the recent changes in technology? We will discuss some common practices and techniques used by various IT organizations for these financial disciplines. What tools are common for accurate IT Asset Management? How does this information get used and built into an annual Budget or Forecast? Is an annual budget and forecast really that important? What about budget cuts and constraints? Do you know where to cut budget dollars without impacting your overall service delivery? How do you get to that point? Bring your experiences, questions, answers, and comments to share.
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Best Practices in ITIL Financial Management – The Service Catalog and CMDB Workshop (4 hours) Andrew Kramer, VP Customer Solutions
This session will cover ITILv3 best practices and discuss the practical implementation of IT Financial Management via a Service Catalog and Configuration Management Database. Practical advice for implementing service pricing, costing, chargeback, accounting, and differentiated service levels will be provided.
Many practitioners believe a Service Catalog is just a list of services or a document describing what services are provided with some basic attribute information. More mature organizations understand that services provided have a cost and these costs must be accounted for, transparent, allocated, and preferably paid for by the recipients. This interactive session will clear up the confusion surrounding the topic of Service Catalog and IT Financial Management, helping you with practical and tactical advice and tools to provide immediate benefits to your organization. This workshop will share real-world examples of both successful and failed service catalog implementations and lessons learned. We will cover action plans for where and how to get started and show quick wins for continued business support and long-term success. This workshop will cover:
• How to avoid common mistakes and pitfalls
• Tips and techniques for building your business case and ROI
• How to set the proper project goals and achieve desired results
• Evaluation and understanding of methods (DIY vs. software, etc.)
• Best practices in service pricing/costing, cost allocation, and chargeback
Bring a laptop or ipad to use provided Excel and MS Word-based template and tools to jump start the process and tools to create a Service Catalog matrix and startup framework.
Keys to Being an Effective Manager Seminar (4 hours) Tim Partlow, Principal
How do I become more effective in performing my management responsibilities? That is a question most of us have to ask ourselves annually (at budget or annual review time) if not more often. To find the answer to this question, the best place to look is to go "back to the basics.” Just as we do this in other aspects of our life such as sports (blocking & tackling), writing (who, what, where, when and how) or in financial management (cut expenses and grow customer base), we need to return to the core of management to improve our effectiveness. Since management can be defined as "accomplishing predetermined objectives through others” (Main Event Management), we will go back to the basics in this half-day seminar where we will discuss:
Identifying the right person for the right job. This should be the single most important activity for any manager. We will discuss how you can approach hiring, placement and promotion to be an effective manager.
Effective delegation of tasks and responsibilities to those you have identified. We will explore key principles behind delegation as well as taking a look at inherent pitfalls and obstacles.
Communicating effectively. Managers spend more time communicating than any other quantifiable task. We will look at the impact of our communications, processes we should consider, and how to put those processes into practice.
The cost of leadership. As you become a more effective manager, there is a price you pay in terms of the expectations you create and the habits you develop.
Financial Management Best Practices in a Large IT Environment Workshop (3 hours) Chuck Cicora, Manager and Stefania Francischiello, Manager
Progressive Group of Companies
Would you like to learn how other companies handle their IT Financial Management? Are you interested in hearing real examples and cases from people who work in IT Finance? If you are, come hear these two Financial Managers speak about their roles at Progressive Insurance as they share their best practices and give actual cases based on their years as Financial Managers. The following financial disciplines will be featured:
Cost Determination Issues in State and Local Government Information Technology Seminar (3 hours) Kenneth Hoffman Principal
Kenneth F. Hoffman, Inc.
The financial management of advanced computing, network, and communications services for state and local government agencies is complicated by many issues not encountered in the private sector. The Federal government and the special circumstances of certain Federally-assisted customer state agencies add to the many complications already faced by cash-strapped state IT officials. This seminar offers an in-depth look at several important financial management issues unique to state government central data centers, internal service funds, and partially centralized information services programs. This seminar’s agenda covers:
• Best practice configurations of statewide central service cost allocation plans, internal service funds, cost-finding and cost allocation techniques, and rate-setting methodologies as they pertain to state government information technology agencies
• Detailed discussion of how OMB Circular A-87, the ASMB C-10 guidelines, the 45 CFR part 92 and Part 95 regulations, and decisions of the U.S. Department of Health and Human Services Departmental Appeals Board affect the planning and operations of statewide providers of information technology services
• The special circumstances of information technology equipment acquired under Federal public assistance programs and advance planning document agreements
• Federal surveillance of the changes in financial position of state information technology agencies and their capital asset replacement policy, working capital reserves, and excess retained earnings
• Best practices for the determination under OMB Circular A-87 of (1) depreciation and use allowances, (2) gains and losses on disposition of depreciable property and other assets, (3) allowable costs of equipment and other capital expenditures, (4) idle facilities and idle capacity, and (5) professional service costs
• Plenty of time for questions and answers, peer discussion, and review of recent cases and alternative approaches to cost determination and rate-setting
Enabling Strategy-Focused IT with Balanced Scorecard Workshop (3 hours) Robert Gold
Tenacious Tortoise, LLC
During this workshop, you will learn the principles and practice of applying Balanced Scorecard to the management of IT organizations. Following an overview of Balanced Scorecard concepts, the principles of the strategy-focused IT organization will be illustrated with several strategy maps taken from real-world case studies, and you will have the opportunity to develop a draft strategy map for your own organization. The challenges and opportunities to use enterprise and IT strategy to drive IT budget decisions will be reviewed, and you will have the opportunity to present challenges from your own organization in a lively facilitated discussion.