The document is a presentation about strategic IT planning given by Peter Henley at a WSCPA Business & Industry Conference in May 2007. It discusses developing an IT strategy that is integrated with the business strategy and acts as an accelerator to help accomplish organizational goals. It provides an overview of assessing current IT, developing an IT mission statement, identifying initiatives and metrics to translate the plan into results that increase productivity and business performance.

1. Strategic IT Planning
WSCPA Business & Industry Conference
May, 2007
Peter J. Henley, CPA – peterhenley@clarknuber.com
https://ts2.clarknuber.com/pres
Username: presentation
Password: presentation
Our Mission is simple — to help our clients achieve their business and personal financial goals.
© 2007 Clark Nuber. All rights reserved.

2. Superior information
technology will accelerate the
accomplishment of your
company’s vision and mission.
May, 2007
© 2007 Clark Nuber. All rights reserved.

3. The Strategic IT Plan
must be integrated with the
Strategic Business Plan
May, 2007
© 2007 Clark Nuber. All rights reserved.

4. Strategic Planning
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May, 2007
Our vision, mission, and values
determine what is most important to
us.
Knowing what’s important allows us to
prioritize.
Knowing priorities enables us to act
decisively
© 2007 Clark Nuber. All rights reserved.

5. The Big Picture
• Core Values – Who we are.
• Vision & Mission – What we want to do.
• Strategy – How and when we’ll accomplish
what we want to do.
May, 2007
© 2007 Clark Nuber. All rights reserved.

6. Agenda
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May, 2007
The case for IT as an accelerator
Technology Plan integration
Developing a strategy
Carrying out the strategy
Measurement of success
© 2007 Clark Nuber. All rights reserved.

7. A Strategic Asset not a Cost!
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Empower employees
Touch clients
Streamline operations
“Higher IT capability directly correlates
with superior revenue growth.”
– Keystone Strategy, Inc. Enterprise IT Capabilities
and Business Performance
May, 2007
© 2007 Clark Nuber. All rights reserved.

8. Technology Mission Statement
• To maintain a fast and stable
infrastructure, maximize the professional
hour, and touch our clients with cutting
edge technology.
May, 2007
© 2007 Clark Nuber. All rights reserved.

9. Some basic tenets:
1. Fast and stable infrastructure is the foundation of technology success.
Easily supported
Well documented
Redundant
Distributed
Priced correctly
2. Training is very important.
3. Any technology that our clients come in direct contact with is very
important.
Telephone system
Information available to receptionist
Email and fax systems
Website presentation and information
Online payments
Project portal
QuickBooks online
Printed documents - tax returns, financial statements, proposals, and marketing
literature
Our employees’ laptops and equipment in the field
May, 2007
© 2007 Clark Nuber. All rights reserved.

10. Assessment Questions
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May, 2007
Does our technology support our strategic business plan?
Are we spending the right amount of money on technology?
Are we spending technology money in the right places?
Is the technology we're putting in place today going to
support the technology we should put in place in the future?
Does our technology serve our constituency correctly?
Does our technology serve our employees correctly?
Do we have the right amount of IT staff and expertise in
place?
Are we managing the “big three” correctly: Stability, Speed,
Cost?
Other issues: Purchasing, Security, Business Continuity,
Document Management, Remote Access, Licensing.
© 2007 Clark Nuber. All rights reserved.

11. Business Accelerator
• Business functions
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May, 2007
Customer relationships and support
Product and Service development
Operations and financial control
Partner and supplier management
© 2007 Clark Nuber. All rights reserved.

12. Business Accelerator
• Employee empowerment
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May, 2007
Search internal and external
Anytime, anywhere access
Collaboration
Project management
© 2007 Clark Nuber. All rights reserved.

13. Business Accelerator
• Homogeneous platforms
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Computers
Infrastructure
Operating systems
Applications
• IT governance
• IT execution
• IT innovation
May, 2007
© 2007 Clark Nuber. All rights reserved.

14. Business Strategic Plan
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May, 2007
Increase productivity
Decrease write downs
New product or service
Expansion – personnel, facilities
Better culture
New governance structure
Niche development
© 2007 Clark Nuber. All rights reserved.

15. Clark Nuber Strategic Map*
Core Values
People
Establish
Key Values
In the
Culture
Client Service
Honesty & Integrity
Teamwork &
Interdependence
Promote
Respect
And
Trust
Clark Nuber is
regarded as the
best CPA &
consulting firm in
NW
Attract
Best
People
Career
Development
Work
Environment
Employee
Satisfaction
Innovation
Communicate
Well
(All Directions)
May, 2007
Vision & Mission
Clients
Employees
Business
Community
Peers
Retain
And
Expand
Business
Strategic Choices
Outcome
Accelerate
Growth
Innovative Advice
and
World-Class
Service
New Role of
Shareholders
Strategically
Managed
Permanent
Business
Everyone
Realizes
Their
Professional
and
Personal
Goals
One Firm Concept
Retain
Our
People
Private
Not For Profit
Create New
And
Innovative
Products and
Services
Support and care
For Community
© 2007 Clark Nuber. All rights reserved.

16. IT Leadership
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May, 2007
Not governance!
Trusted
Creative
Business savvy
Part of the executive team
© 2007 Clark Nuber. All rights reserved.

17. Leadership Integration
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May, 2007
Understand the business
Think the way non technical people do
Speak the business language
Understand business priorities
© 2007 Clark Nuber. All rights reserved.

18. Measurement
• Revenue per full time employee
• Amount invested per FTE
• % of net revenue annual investment
May, 2007
© 2007 Clark Nuber. All rights reserved.

19. Strategic Objective Example*
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May, 2007
Initiative
Tasks
Team Members
Measurement
Due Date
© 2007 Clark Nuber. All rights reserved.

20. The Translation to Results*
Strategic Business Plan
Technology Plan
Technology purchasing schedule
Implementation
Training
Support
Maintenance
May, 2007
© 2007 Clark Nuber. All rights reserved.

21. “Your Tech Spending is my Margin!”
• Yes, technology takes a slice of the pie,
but it also increases the size of the pie.
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Defensive posture
Keeping the lights on
Technology sea level
Digital differentiation
• Start small and package successes to
seed opportunities for future success.
May, 2007
© 2007 Clark Nuber. All rights reserved.

22. “I’m Not the CIO!”
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May, 2007
Applications
Policies
Workflow
Macros
Buttons
© 2007 Clark Nuber. All rights reserved.

23. Default Strategic Plan
What if my strategic business plan is
simply to keep costs in check and
grow by five percent per year?
• Strengths
• Weaknesses
• Accelerate
• Mitigate
May, 2007
© 2007 Clark Nuber. All rights reserved.

24. Everyone’s Strategic Plan
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May, 2007
Happy clients and customers
Effective processes
Motivated employees
Satisfied owners
© 2007 Clark Nuber. All rights reserved.

25. May, 2007
© 2007 Clark Nuber. All rights reserved.

26. Questions
Thank you
Peterhenley@clarknuber.com
May, 2007
© 2007 Clark Nuber. All rights reserved.