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Thursday, July 21

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

a leading provider in IT Cost Transparency/Financial Management Solutions

8:00-8:45 a.m.

Hidden Secrets Financial Professionals Can Use to Reduce Telecom Expenses
Kevin Donoghue, President
Telesoft Corporation

When it comes to telecommunications and network services, don’t allow techno jargon to intimidate you from the opportunity to reduce costs. In this session, we will identify the hidden secrets that enable you to make cuts without cutting service or quality. The key is overcoming a fundamental challenge that most organizations face: understanding your actual costs. And, since telecom costs regularly equate to 3-4% of enterprise revenue, the opportunities for savings are endless.


9:00-9:45 a.m.

Assessing TEM Services and Applications in Meeting Cost Optimization Objectives
Gary Eckert, President and CEO
Telytics, Inc.

Many companies have implemented both homegrown and third party Telecom Expense Management (TEM) services and applications to help manage their telecom related costs. Unfortunately many, if not most, of these implementations fail to provide the specific analytics necessary to actually validate and support cost reduction optimization efforts. In fact, while projected cost savings are often used to sell these applications and services, very few actually achieve their true potential and few actually promise, either contractually or via SLAs, that any such savings will actually be achieved. This situation makes it imperative that companies, which are either contemplating buying such services/applications or looking to improve what they have, truly understand what distinguishes an effective cost control tool from one that merely provides accounting and reporting support. This presentation addresses how to assess the limitations and short-comings of existing TEM implementation candidates and addresses the following topics:

  • • TEM vs. cost reduction optimization
  • • How to distinguish between accounting and optimization focused applications
  • • The pitfalls of vendor provided data
  • • How to get the right analytics to make effective cost optimization decisions
  • • How to get the most benefit from existing TEM implementations
  • • Assessing candidate TEM products and services relative to meeting cost management objectives


10:00-10:45 a.m.

Hosted vs. Enterprise Owned Telecom Services
Bryon Battles, Principal, The Battles Group, LLC and
Richard Hathaway, Principal, RLH Telecom Solutions

Are you looking for savings in all the right places? Will contracting with a hosted service provider reduce your overall telecommunications costs? Decision points must include an examination of all factors relevant to your enterprise operations, infrastructure and corporate culture. Attendees will see and discuss the results of recent real world small, medium and large system case studies as well as an open discussion of alternatives.


11:00-11:45 p.m.

An Approach to Your TEM Program Rollout to the Enterprise
Aleta Miller, Director
Fiserv CheckFree

This session will introduce you to telecom expense management (TEM) opportunities to the TEM leadership team regarding:

  • • Building the value case for a formal TEM "lifecycle” program
  • • The importance of using TEM automation and on staff resources
  • • Establishing goals and success metrics
  • • Identifying the appropriate TEM partner

Also learn about the nuts and bolts of getting the TEM program off the ground:

  • • Setting expectations with stakeholders and active participants in the TEM program
  • • Implementing TEM automation
  • • Partnering with your TEM provider
  • • TEM education about the fundamentals for key individuals
  • • Inventory and account discovery
  • • Populating the database and related processes for data upkeep and validation
  • • Establishing the recurring monthly processing
  • • Measuring TEM success on monthly, quarterly and annual bases


12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests

1:00-1:45 p.m.

New Mobility Cost Management Strategies in a Smartphone World
Gary Eckert, President and CEO
Telytics, Inc.

The proliferation of smartphones and data intensive devices has created new challenges in managing and cost reduction optimization of mobile communications. Changes in pricing models and new technology implementations have created both new opportunities and challenges in controlling ongoing mobility costs. Compounding the overall mobility cost management problem is the invoicing methodologies of the carriers that often try to mask optimization opportunities. This presentation will address strategies for getting the right analytics to assist in plan optimization and assessing vendor invoice data for optimization cost savings. Specific topics to be addressed include:

  • • The rapid shift in data usage and impacts on user costs
  • • Vendor billing variances that disguise actual usage
  • • Strategies to optimize voice pooling
  • • Non-published plan options
  • • Why trying to make IT cost administration easy often costs a lot more
  • • Future trends and strategies for controlling costs


2:00-2:45 p.m.

Best Practices for TeleManagement
Don Hobbs, Product Director, Telecom Services
Advantage IQ, Inc.

Telecom Expense Management (TEM) is an important part of keeping financial control of your telecom environment. Your job extends beyond ensuring accurate bills, properly allocated costs, and complete inventories. You must be able to respond to both internal stakeholders and external vendors, and stay on top of ever-changing technologies and complex contracts. This session shares best practice procedures that help to maximize the benefits of a solid TEM program by expanding these efforts to create a comprehensive program capable of supporting both your wireless and telecom environments and providing the following capabilities:

  • • Sourcing and procurement
  • • Service efficiency
  • • Maintain and optimize network performance


3:00-3:45 p.m.

The Challenges of ITFM Adoption – and How to Overcome Them
Josh Bouk, Senior Vice President of Strategic Services
Veramark Technologies, Inc.

Having problems planning or implementing a new ITFM strategy? Take heart – the answers are out there. IT Financial Management offers a compelling value proposition. But trying to make it work for your organization can feel like steering a bamboo raft through the rapids upstream. It may seem like too much work – especially when you are already swamped with your "real” job. You may be thinking, "I’ll need a dozen analysts to make this work.” One thing is certain – it can be hard to make this stuff work in today’s enterprise. The good news is: It’s worth it. The challenges to success can be overcome, and it’s easier than you might think. Don’t miss this informative and down-to-earth session on the strategies necessary to create successful IT expense management initiatives in the complex corporate cultures of today’s enterprises.


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.


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.




Friday, July 22

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Secrets to Conducting a Successful RFP Project
Gary Eckert, President and CEO
Telytics, Inc.

Most companies have gone through a Request for Proposal (RFP) process in the procurement of their IT/Telecom services, but few conduct this process in a manner that yields optimum results. In most cases, the achieved result is either just the best offer received or one where the process achieves a pre-determined minimum goal. The failure to achieve "best in class” results stems from many factors and this presentation will address how time, knowledge, and process all work together to determine the success of the RFP project. This presentation is intended to help provide a better perspective into the challenges and solutions for improving the RFP process as it relates to the IT/Telecom area.

The topics to be covered include:

  • • Why most RFP Projects fail to achieve maximum results
  • • The critical components of an effective RFP process
  • • Negotiation leverage killers and enhancers
  • • Process pitfalls to avoid
  • • Using the RFP document to drive the process
  • • A best practice approach to ensure maximum results


9:00-9:45 a.m.

Unified Communications Update
Bryon Battles, Principal, The Battles Group, LLC and
Richard Hathaway, Principal, RLH Telecom Solutions

Is it really….and what does it mean for you? Is the latest industry buzz word just a reworked label for past technologies or does it offer new and exciting opportunities for your enterprise? How will this impact your search for "industry standard” solutions or a "best of breed approach”? Attendees will receive a market update and participate in a discussion of current Unified Communications technologies and their relevance.


10:00-10:45 a.m.

Implementing a Managed Mobility Strategy in the Enterprise
Ian Murray, Director of Customer Solutions

Smartphones and connected devices such as laptops and tablets have become essential in the enterprise, yet most organizations have not deployed a strategy to effectively manage them. With more mobile users and applications deployed, enterprises are increasingly relying on mobile technologies, yet are not able to effectively manage the costs and potential risk associated. A managed mobility strategy is necessary to stay ahead of your enterprise’s telecom expense management initiatives. Key areas that enterprises need to consider when creating a managed mobility strategy are:

  • • What are the benefits of mobilizing the workforce?
  • • Which functions and applications lend themselves to being mobilized?
  • • What platforms and form factors will they embrace?
  • • Will employee owned devices be permitted to connect to corporate networks and applications?
  • • How will the enterprise security requirements be upheld in a mobilized environment?

This session will discuss each of these points in great detail providing useful tips and real world examples to provide you with insight into an effective strategy for managing mobile in the enterprise.

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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6/15/2020 » 6/19/2020
2020 World of IT Financial Management, Santa Fe, NM

8/10/2020 » 8/14/2020
2020 Financial World of Information Technology, Charleston, SC

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