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2008 SanAntonioConferenceAgendaForITPerfMgtBenchm

THE WORLD OF

IT FINANCIAL MANAGEMENT

Conferences, Workshops and Seminars
March 10-14, 2008
Historic Menger Hotel • San Antonio, TX

Conference Agenda

IT Performance Management and
Benchmarking Conference

 

 

Wednesday, March 12

Thursday, March 13

Friday, March 14

7:00 am

Conference Registration and
Full Breakfast Buffet

Full Breakfast Buffet Full Breakfast Buffet
8:00-8:45 Proving the Business-IT Alignment and Profitability Relationship   'BusITs' – the Next Level of Performance Analysis   Performance Measurement: the Elusive Business Case 
9:00-9:45 The Benchmark Challenge: Apples to Apples?   The IT Business Center of Excellence: The Healthy Metabolism of any IT Department   A Survey of Financial Maturity and How It Correlates With Key Measures of Success  
10:00-10:45 Service Portfolio Management: Antidote for the Budget Season Blues   Benchmarking IT Infrastructure Operational Efficiency   Using Driver Based Budgeting to Manage IT Performance  
11:00-11:45 The Minimum Daily Adult: The Right Metrics and the Wrong Metrics   A Blueprint for Consolidated IT Financial Management   
     
12:00-12:45

Buffet Lunch (seating)
(Not available to family/guests)

Buffet Lunch (seating)
(Not available to family/guests)
1:00-1:45 Best Practices for Implementing and Integrating Performance Management and Business Systems (Part 1)   Service Based Costing: Adapting the Language of IT Budgeting    
2:00-2:45 Best Practices for Implementing and Integrating Performance Management and Business Systems (Part 2)   The New Metrics of Shared Infrastructure Capacity and Cost    

3:00-3:45

Performance Improvements Using Metrics for IT Service Management Based on ITIL How's IT Doing? Performance Metrics for Data Center Effectiveness, Efficiency, and Agility   
4:00-4:45 Project Accounting & Resource Management Software Tools Demonstration Enterprise Financial Management for Project-driven Organizations Software Demonstration    
Integrated Financial Management with Planview Enterprise Software Demonstration Delivering an End-to-End View into Critical Business Programs Software Demonstration
5:00-7:00 WSG, Inc. Reception

Other San Antonio program agendas:

Seminars and Workshops
IT Financial Management for Controllers and CFOs Conference
Government IT Financial Management Conference
IT Asset Management Conference

 

Wednesday, March 12

7:00-8:00 a.m.  

Conference Registration and

Full Breakfast Buffet sponsored by

planview.com

the Leading Independent Provider of IT Portfolio Management Solutions

 

7:00 a.m - 3:00 p.m.

Conference Exhibitors (Ballroom A/B/C Foyer)

Please drop by the exhibit tables of these generous breakfast sponsors and learn how your
IT organization can benefit from these industry leading companies and their products and services:
EcoSys (enterprise financial management software for Project-driven organizations)
Oracle Corporation (the world's largest software company)
Planview, Inc. (leading independent provider of IT portfolio management solutions)

 

 

8:00-8:45 a.m.

Proving the Business-IT Alignment and Profitability Relationship

Dr. Elby Nash, Senior Director, Strategy & Planning Services
Merck & Co., Inc.
  

The concept of business-IT alignment has been around for almost 25 years, and is consistently one of the top 5 concerns of senior IT and business executives. Yet, until last year, no one could demonstrate the relationship of strategic alignment to profitability. In ground-breaking research, strategic alignment was quantified and measured across a large section of the pharmaceutical industry, enabling correlation to business performance information. The result was an unambiguous finding that firms with higher IT-business alignment had statistically significant higher financial performance as measured by annual sales, net profit, and EV/sales ratios. During this presentation Dr. Nash will provide an overview of his research, including the challenges of quantifying alignment, insight into the modeling techniques and tools used, the implications of the findings, and portability of findings to other industries.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

The Benchmark Challenge: Apples to Apples?

Sid Finehirsh, President and Norman Dee, Senior Consultant
The CMX Group

Benchmarks have long been used in IT to help justify expenses by comparing them to parallel costs within an industry segment and even direct competitors. However, the components being benchmarked are rarely identically measured, tracked, or accounted. Some management vendors offering benchmark services have tried to get around the challenge by providing recipes of the services often resulting in customers’ one-time efforts to provide the data. This presentation will cover:
• Determining the true cost of ownership (TCO) for IT services
• Understanding what is behind benchmarks from both an IT vendor’s and a customer’s motives
• Establishing a flexible framework for responding to benchmark requests
• Using your own benchmarks for vendor negotiations

RETURN TO OVERVIEW 

 

10:00-10:45 a.m.

Service Portfolio Management: Antidote for the Budget Season Blues

Nick Schneider, Senior Director, Front Office Strategy
newScale, Inc.

High performing IT organizations are ultimately able to do two things very well. First, they clearly communicate in business terms what the business is paying for and what they’re getting from their technology spend. Second, they periodically compare themselves to the market to understand where they’re competitive and where they should consider alternative sourcing strategies. To achieve these ends, IT organizations need to clearly understand their full range of services, the costs of these services and the corresponding service objectives. This session will offer practical guidance on how to establish these capabilities.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

The Minimum Daily Adult: The Right Metrics and the Wrong Metrics

Denise Kalm, Director, Product Marketing, Mainframe BU
CA, Inc.

In capacity planning and performance analysis, we are inundated with metrics that purport to measure performance, but how we display them and understand them is what matters. Many metrics we take for granted are actually not that useful, and yet, permeate our world. This session is intended to help you understand why the same-old, same-old metrics are not good enough, and what works better. "If you want to inspire confidence, give plenty of statistics. It does not matter that they should be accurate, or even intelligible, as long as there is enough of them. " – Lewis Carroll

RETURN TO OVERVIEW

 

RETURN TO TOP

 

12:00-12:50 p.m.

Buffet Lunch: Seating by Area of Responsibility or Interest
- Not available to family/guests

(number of designated tables in parentheses)

• Asset Management (1) • Financial Management (3) • Government Financial 
  Management (3)
• Financial & Cost Analysis (1) • Financial Planning 
  & Budgeting (1)
• Performance Mgmt. &
  Benchmarking (2)

 

 

1:00-1:45 p.m.

Best Practices for Implementing and Integrating Performance Management and Business Systems (Part 1)

Dr. Chris Hardy, Strategic Planner and Mark Whiteside, Executive Director, Performance & Resource Management
Defense Acquisition University

Learn from the best! Join presenters Dr. Chris Hardy and Mark Whiteside in this unique session; attendees will learn how Defense Acquisition University (DAU) has fully integrated and deployed its:
• End-to-end, performance based strategic planning, performance
  management, and learning analytics to manage a global enterprise
  that graduates over 114,000 students per year
• Enterprise-wide performance measurement capability with a unique
  suite of business systems with an integrated data mart (recognized
  in 2007 by Computerworld as the best practice in the world)
Recent recipient over 20 corporate university best-in-class awards, DAU is the gold standard for all corporate universities. To achieve their vision to become the premier corporate university, DAU put into place a performance-based strategic planning process that aligned the entire organization to the business goals of the corporation and implemented a world-class best practice with its data-driven business processes and tools. As a result, DAU seamlessly integrated learning analytics, training requirements, planning, budgeting, cost accounting, faculty workload, and other key processes into an enterprise-wide system leveraging modern information technologies. DAU has been benchmarked by over eighty private and public sector organizations.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

Best Practices for Implementing and Integrating Performance Management and Business Systems (Part 2)
Dr. Chris Hardy, Strategic Planner and Mark Whiteside, Executive Director, Performance & Resource Management
Defense Acquisition University

Continuance of the previous session.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Performance Improvements Using Metrics for IT Service Management Based on ITIL

David Smith, President
Micromation, Inc.

You need to be able to identify, measure and communicate the metrics that reflect the benefits that IT is delivering to the business units as a result of their investment in IT Service Management (ITSM) process and technology. The goal of this session is to provide the participant with a measurement framework to align IT with the business objectives to create value through performance improvements. This session introduces the fundamentals of performance improvements for IT Service Management using metrics to steer, control and optimize IT strategy, tactical and operational service delivery processes based on the IT Infrastructure Library (ITIL). This session is based on the speaker’s new book "How to Implement Metrics for IT Service Management”.

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

Project Accounting & Resource Management Software Tools Demonstration

Bill Cornfield, President
WSG, Inc.

WSG, Inc. will be demonstrating the latest enhancements to its family of project accounting and resource management software products - Empire TIME and Empire RESOURCE. Empire TIME provides chargeback processing for all project related expenses including work and out of pocket expenses as well as costs related to services and materials. In addition, WSG will provide a preview of its newest product offerings, including project portfolio analysis and key performance indicator measurement tools. These new product features allow managers to define the project metrics they want to measure and how those measures are presented.
 
Empire RESOURCE offers a total solution for planning, scheduling and managing staff commitments.  In addition, Empire RESOURCE gives managers multiple methods to identify the right resource based on availability, skill set, past experience and a host of additional user defined parameters.  Our Team Scheduling feature gives managers an invaluable tool to pinpoint when the required resources for a project are available, thus avoiding over/under scheduling and reducing bench time.  And, since Empire RESOURCE is seamlessly integrated with Empire TIME, the financial impact of resource assignments is immediately visible.

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

Integrated Financial Management with Planview Enterprise Software Demonstration

Marcus Klein, EPM Product Manager
Planview, Inc.

Planview Enterprise adds rigor to your strategic management and execution processes, delivering visibility to align strategies with resource capacities and funding across the organization as well as tracking actual spending back to the budget. Planview Enterprise uses the discipline of portfolio management to enable the dynamic management of money and resources to support high value initiatives and better investment decisions. With Planview Enterprise, IT Financial Managers, CFOs, CIOs and Business Unit Managers can: Consolidate all IT costs in a central place; access a complete view of Project, Strategy, Asset and Service Costs; have a source of record for labor actuals and forecasts; manage the flow of money between providing organizations, projects/activities and sponsoring organizations; track sponsorship and chargebacks; integrate with corporate accounting, accounts payable and general ledger systems.

RETURN TO OVERVIEW

 

5:00-7:00 p.m.

WSG, Inc. Reception

Please join WSG, Inc. in our hospitality suite. This will be an opportunity for you to meet informally with your fellow conference attendees. The WSG hospitality suite at previous ITFMA conferences has proven to be an enjoyable opportunity to make useful business contacts, obtain answers to some of those lingering project accounting questions, and enjoy great food and drink. Members of our staff will be available to answer any questions you might have regarding our products and services in a casual atmosphere.

RETURN TO OVERVIEW 

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Thursday, March 13

7:00-8:00 a.m.Full Breakfast Buffet sponsored by

oracle.com

the world's largest software company

7:00 a.m - 3:00 p.m.

Conference Exhibitors (Ballroom A/B/C Foyer)

Please drop by the exhibit tables of these generous breakfast sponsors  and learn how your
IT organization can benefit from these industry leading companies and their products and services:
EcoSys (enterprise financial management software for Project-driven organizations)
Oracle Corporation (the world's largest software company)
Planview, Inc. (leading independent provider of IT portfolio management solutions)

 

8:00-8:45 a.m.

'BusITs' – the Next Level of Performance Analysis

Tim Pacileo Executive Consultant
Compass America
                                                                       

Gauging the impact of IT on business performance remains a daunting challenge. Linking IT to business metrics to analyze the total cost of a business process can yield critical insights into how IT investment is (or is not) delivering a competitive advantage. This discussion will outline a model that links IT metrics to business operations and how it is being applied in practice.

RETURN TO OVERVIEW 

 

9:00-9:45 a.m.

The IT Business Center of Excellence: The Healthy Metabolism of any IT Department

Christopher Herman, IT Optimization Practice and Kevin Haber, IT Optimization Practice
Swingtide, Inc.

Smart organizations have embraced the idea of building an IT Finance Center of Excellence to baseline the IT environment, define services, rationalize demand, support commodity-specific or service-specific sourcing decisions, and improve overall value alignment. This session will discuss two models for setting up such a center: a full and a "lite” implementation. It will be especially helpful to those facing the difficult task of implementing sound IT finance practices in decentralized organizations.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Benchmarking IT Infrastructure Operational Efficiency

David Kaufman, CEO
IS Accountable

Today, most IT Benchmarks focus on IT budgetary targets based on company revenue and industry. The vast majority of the IT budget is spent on ongoing operations rather than new technology or services, yet the efficiency with which those budget dollars are spent is rarely measured. This presentation outlines an approach to quantifying IT infrastructure operational efficiency. These metrics can then be used to baseline and eventually benchmark IT operational efficiency.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

A Blueprint for Consolidated IT Financial Management

Robert Mischianti, Managing Consultant
Nicus Software, Inc.

Consolidating IT financial management systems for budgeting and forecasting can be invaluable. A centralized system and database improves analysis and reporting functions. This presentation examines the benefits and provides a blueprint for integrating these systems at the project and organizational levels. Specific examples from several fully implemented systems will be reviewed.

RETURN TO OVERVIEW

RETURN TO TOP

 

12:00-12:50 p.m.

Buffet Lunch: Seating by Industry
- Not available to family/guests

(number of designated tables in parentheses)

• Banking (1) • Government – State (2) • Insurance (1)
• Education & University (2) • Government – Other (1) • Technology (2)
• Financial Services (1) • Healthcare & Medicine (1) • U.S. EPA (1)

 

 

1:00-1:45 p.m.

Service Based Costing: Adapting the Language of IT Budgeting

Boris Pevzner, Founder & CEO
Lontra, Inc.

One of the barriers to an effective IT budgeting exercise is the language we speak in IT: technical jargon and complex tables of IT spend not directly linked to the business value or actual line of business consumption – hardly a language that would resonate with your average internal customer or executive board. The conversation needs to happen in terms of customer-facing services, not processes or utilities. These services need to be transparent and understandable, in "business-speak," to the lines of business, and accompanied by an accurate service-based unit price (rate). If the CIO and IT organization as a whole is going to become a trusted, strategic partner within the business, then it needs to present the full cost of doing business with IT: by product, by service line, by line of business, by customer. Customer-friendly service definitions and precise unit costs per service to enable more accurate demand planning, consumption tracking, and budgeting, ultimately provides the information your CIO needs to make educated decisions around service delivery – optimizing the budgeting exercise and increasing IT's integration with the business.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

The New Metrics of Shared Infrastructure Capacity and Cost

Ken Oestreich, Director
Cassatt Corporation

IT infrastructure – including computing, software, networking, facilities and storage – is moving toward a model where it is becoming a fungible, shared resource. But metrics surrounding measuring capacity, demand, cost allocation and forecasting woefully lag technology's advances. Furthermore, the concept of opportunity cost takes on a new meaning when business needs compete for demands on this shared infrastructure. This discussion will cover some basic concepts and benefits behind sharing IT infrastructure, and propose specific alternatives to how we currently "meter", monitor, measure and apply cost to IT. The discussion will also offer suggestions on what new IT metrics to use based on specific roles and responsibilities within large enterprises.

RETURN TO OVERVIEW 

 

3:00-3:45 p.m.

How's IT Doing? Performance Metrics for Data Center Effectiveness, Efficiency, and Agility

Michael Matchett, Director, Marketing & Management
Akorri, Inc.

There is lots of talk about aligning IT with "the business”, and corresponding hype about what that might mean. This session presents some real metrics of Data Center infrastructure that score IT’s effectiveness in delivering service to business applications, the efficiency of IT’s utilized resources with respect to meeting performance requirements, and the agility of IT infrastructure in responding dynamically to change. These metrics were originally produced for managing the technical performance of IT infrastructure across virtualized IT domains, but have become useful in deriving KPI’s for managing IT Infrastructure from a business perspective, driving and measuring optimization projects, and evaluating planned investment scenarios.

RETURN TO OVERVIEW

 

4:00 - 4:45 p.m.

Enterprise Financial Management for Project-driven Organizations Software Demonstration

Christen Bergerud, Managing Director
EcoSys

EcoSys will provide an overview of EcoSys Financial Manager, a web-based enterprise project financial management system designed in conjunction with IT financial managers at the world's largest organizations, from government agencies to leading banking, insurance, and energy companies. Financial Manager provides comprehensive capital planning, budgeting, forecasting, chargebacks, controls, and performance dashboards with full transactional drill-down capabilities from organizational, portfolio, and project perspectives. Web spreadsheets provide financial managers and analysts with the Excel-like views they desire while adding the controls, auditing, and integrity of a scaleable enterprise system. Learn how leading organizations including SunTrust Banks, Guardian Insurance, Amtrak, and PPL have achieved major improvements in financial processes and performance measurement by deploying Financial Manager.

 

4:00 - 4:45 p.m.

Delivering an End-to-End View into Critical Business Programs Software Demonstration

Kazim Isfahani, Director PPM Product Marketing and John Buckley or Kevin Durand
Oracle Corporation

The organization’s ability to react and respond to shifting business conditions and regulatory changes is predicated and limited by its ability to act upon information that is current, accurate and relevant. This session will provide a view into how organizations can bridge the information gap by creating a comprehensive dashboard into the landscape of activities covering Governance, Risk, Compliance, along with critical corporate initiatives and programs, and maintain the ability to course correct as situations warrant.

RETURN TO OVERVIEW

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Friday, March 14

7:00-8:00 a.m.

Full Breakfast Buffet (Minuet & Patio Rooms) sponsored by

oracle.com

the Provider of Enterprise Financial Management Software for Project-driven Organizations

 

8:00-8:45 a.m.

Performance Measurement: the Elusive Business Case

Ken Strong, Senior Business & IT Strategist
BusinessEdge Solutions, an EMC Company

In demanding business environments, successful managers simply accept the fact that careful business justification is a requirement for any important business investment. But oddly, performance measurement programs – critical and common-sense investments for companies following a path toward fact-based performance management – often do not have credible business cases associated with them. It seems ironic that it is hard to justify the investments needed to provide the facts for fact-based decisions. But in our experience, this often is the case. In this presentation we discuss the challenge of justifying business performance metrics. We also provide insights for managers who intuitively understand the value of fact-based measurement but find the path for justifying measurement programs challenging or unclear.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

A Survey of Financial Maturity and How It Correlates With Key Measures of Success

Ray Terlaga, Director of I.T.
NDMA Inc.

This session presents preliminary results from a survey of IT organizations across a range of industries benchmarked by a Financial Maturity Model, along with data on how this correlates with self-assessed measures of success in key financial challenges, including quality of the budgeting processes and implementations of allocations or chargebacks.

RETURN TO OVERVIEW 

 

10:00-10:45 a.m.

Using Driver Based Budgeting to Manage IT Performance

Christopher Dedera, Manager
Ernst & Young LLP

IT Cost Management systems traditionally focus on driving resource costs to customers and determining unit costs. Reversing this process links IT budgets to end user demand thereby aligning IT spending with business unit priorities. This session will address the model structure and benefits of Driver Based Budgeting. The key learning points include understanding the requirements for Driver Based Budgeting and the process required to implement Driver Based Budgeting.

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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

Sponsors & Exhibitors: