INTRAPRISETECHKNOWLOGIES LLC        Ten Ways to Bring IT to the            Leadership Table                            NTE...
Today’s Session     10 Ways to Bring IT to the Leadership Table      –   Improve communication between IT and          exe...
Donny C. Shimamoto, CPA.CITPBackground & Experience Alumni of PricewaterhouseCoopers LLP  –   Strategic Technology Group  ...
Donny C. Shimamoto, CPA.CITP    Involvement, Awards, and Recognition     American Institute of Certified Public Accountant...
Audience Poll #1     How many of you come from      –   Internal IT Department      –   Finance Department      –   Progra...
Audience Poll #2     What level of the organization do you     primarily operate at:      –   Executive Director / CIO / C...
Audience Poll #3     What size of organization are you from?      –   Large/Global Enterprise      –   Large/National Ente...
The IT – Business Disconnect     IT often reports to a non-IT person at the     executive level      –   CIO    Executive ...
IT’s Challenges     People don’t understand IT      –   People assume that technology is a cure-all for          any probl...
IT is a part of the overall Organization      IT is often seen as an isolated department      doing its own thing      IT ...
Audience Poll #4        Consider the following statement:     I have a clear understanding of our     organization’s missi...
Ways to Bring IT to the Leadership Table     1. Do you have a clear understanding of the        organization’s mission and...
Ways to Bring IT to the Leadership Table     2. What role does IT play in helping the        organization achieve its goal...
Ways to Bring IT to the Leadership Table     3. What is your strategy to fulfill IT’s role?     Answer = “The IT Strategy”...
Ways to Bring IT to the Leadership Table     4. What are the risks inherent in our current        IT strategy?      Increa...
Ways to Bring IT to the Leadership Table     4. What are the risks inherent in our current        IT strategy?      Manage...
Ways to Bring IT to the Leadership Table     5. How are we spending our IT investment?      Do you run IT?       –   As a ...
Ways to Bring IT to the Leadership Table     5. How are we spending our IT investment?      Answer: BOTH      Use Gartner’...
Ways to Bring IT to the Leadership Table     5.    How are we spending our IT investment?                                 ...
Audience Poll #6      Which organization do you most resemble?          IT Budget         Run   Grow   Transform     A. En...
Ways to Bring IT to the Leadership Table     Questions 1-5 are broad/strategic questions        What are the organization’...
Ways to Bring IT to the Leadership Table     6. Are we realizing the potential of our        current applications?       H...
Ways to Bring IT to the Leadership Table     6. Are we realizing the potential of our        current applications?       E...
Ways to Bring IT to the Leadership Table     7. What are you doing to manage the service        level provided to the orga...
Audience Poll #7          Where are you in the adoption of cloud          computing?     A.   Everything we could move is ...
Ways to Bring IT to the Leadership Table     8. Have we properly balanced internal-IT vs.        outsourced-IT (incl. Clou...
Ways to Bring IT to the Leadership Table     8. Have we properly balanced internal-IT vs.        outsourced-IT (incl. Clou...
Ways to Bring IT to the Leadership Table     At this point we’ve looked at:       Where do we need to go?       What is IT...
Ways to Bring IT to the Leadership Table     9. What is the biggest challenge you are        currently dealing with as our...
Ways to Bring IT to the Leadership Table     9. What is the biggest challenge you are        currently dealing with as our...
Ways to Bring IT to the Leadership Table     10. What one (currently unfunded) project do        you think would provide t...
Ways to Bring IT to the Leadership Table     10. What one (currently unfunded) project do        you think would provide t...
Audience Poll #8          As a result of this Webinar I am going to:     A.    Reflect more on the role of IT in my organi...
Ways to Bring IT to the Leadership Table      These questions are conversation starters       –   Ensure the proper alignm...
Ways to Bring IT to the Leadership Table      Everyone should leave the discussion with      improvement in mind:       – ...
INTRAPRISETECHKNOWLOGIES LLC                  Closing Thoughts                   and Questions?                      Donny...
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Ten Ways to Bring IT to the Leadership Table

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Executive Directors and CFOs often have different measurements than CIOs, by which to evaluate IT spending and different concerns that must be addressed. This discrepancy can sometimes lead to contentious relationships during strategic planning and budgeting between IT and leadership. EDs/CFOs might not fully understand IT and the value that it can enable. CIOs may not understand the nuances of IT budgeting and communicating the value of IT as an investment rather than a cost center. For example, EDs/CFOs may be more concerned with compliance and impact to profitability, on the other hand, CIOs may be looking at application compatibility and maintainability with current staffing.

This presentation that will provides ten key points that can help to get everyone on the same page—improving the organization’s ability to achieve its mission and focusing on the future.

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Ten Ways to Bring IT to the Leadership Table

  1. 1. INTRAPRISETECHKNOWLOGIES LLC Ten Ways to Bring IT to the Leadership Table NTEN Webinars May 17, 2011 Presented by Donny C. Shimamoto, CPA.CITP INTRAPRISETECHKNOWLOGIES LLC Technologies and knowledge for synergizing your intraprise www.intraprisetechknowlogies.com | Hawaii | California1
  2. 2. Today’s Session 10 Ways to Bring IT to the Leadership Table – Improve communication between IT and executive management – Communicate the business value of IT projects – Insight into why the CFO and other execs are asking certain questions – Develop your business skills as a technical manager Outcome: Create a paradigm shift toward improving the organization and focusing on the future2
  3. 3. Donny C. Shimamoto, CPA.CITPBackground & Experience Alumni of PricewaterhouseCoopers LLP – Strategic Technology Group – Financial Audit and IT Audit – Washington Consulting Practice Founder of IntrapriseTechKnowlogies LLC – Organizational Development advisor with a focus on Business Intelligence and Performance Management – Business Process Improvement with emphasis on internal controls and technology risk management – IT Outsourcing for small and middle market organizations Notable Not-for-profit Clients – Hawaii Community Foundation, Catholic Charities Hawaii, Moiliili Community Center, American Institute of CPAs
  4. 4. Donny C. Shimamoto, CPA.CITP Involvement, Awards, and Recognition American Institute of Certified Public Accountants – Governing Council (2010+) – Assurance Services Executive Committee (2009+) – Co-Chair, Business Intelligence Workgroup (2009+) – IT Executive Committee (2006-2009, 2011+) Association of IT Professionals – Honolulu: Board (2008), Treasurer (2009, 2011), President (2010) – National: Chair – Governance Task Force (2009), Member - Strategic Planning Committee (2009), Facilitator – AITP Professionalism Advisory Council (2010) Awards & Recognition – Presidents Award 2010, Hawaii Society of Certified Public Accountants – Top “40 Under 40” Accounting Professionals in the US 2007 & 2009, CPA Technology Advisor Magazine – Top High Tech Leaders in Hawaii4 2004, Pacific Technology Foundation & Technology News Network
  5. 5. Audience Poll #1 How many of you come from – Internal IT Department – Finance Department – Programs/Department – IT Vendor – Academia5
  6. 6. Audience Poll #2 What level of the organization do you primarily operate at: – Executive Director / CIO / CTO / CFO – Program Manager / Department Head – Team Lead / Area Supervisor – Staff / Front-line Worker – Consultant – Sales/Marketing – Academia6
  7. 7. Audience Poll #3 What size of organization are you from? – Large/Global Enterprise – Large/National Enterprise – Middle Market – Small Business – Large Vendor/Consultancy – Local Vendor/Consultancy – Academia7
  8. 8. The IT – Business Disconnect IT often reports to a non-IT person at the executive level – CIO Executive Director/CEO, CFO, COO IT is usually somewhat of a black sheep for these executives – high level of technical jargon – unique operating practices inherent in IT – Lack of time or desire to fully understand IT8
  9. 9. IT’s Challenges People don’t understand IT – People assume that technology is a cure-all for any problem related to data and “automation” – People think “enterprise IT” is as simple as “personal IT” and “retail IT” IT forgets that technology is an enabler – IT forgets that technology is only a tool, and that IT must support People and Processes – IT has the “built it and they will come” mentality – IT forgets that other people aren’t as well versed in technology as we are9
  10. 10. IT is a part of the overall Organization IT is often seen as an isolated department doing its own thing IT is an integral part of the organization’s operating infrastructure – Technology has become more ubiquitous in our operations and communications – IT is one of the foundational departments, along with Finance and Human Resources When you approach IT from an integrated perspective – the way you manage IT changes dramatically10
  11. 11. Audience Poll #4 Consider the following statement: I have a clear understanding of our organization’s mission and strategic plan. Do you: – Strongly Agree – Agree – Neutral – Disagree – Strongly Disagree11
  12. 12. Ways to Bring IT to the Leadership Table 1. Do you have a clear understanding of the organization’s mission and goals? A disconnect in the answer to this question usually has two causes: (a) the business strategy is not well defined or communicated, or (b) IT management lacks the broader ability to think at the strategic level. Clear communication of the business strategy is one of the most common deficiencies in12 underperforming organizations
  13. 13. Ways to Bring IT to the Leadership Table 2. What role does IT play in helping the organization achieve its goals? How does IT enable, facilitate, or otherwise contribute to the achievement of the goals? – Sometimes IT thinks it plays a larger role that it does from the executive perspective – Other times IT has underestimated its role and executives expect more Coming to an agreement on IT’s role can help to clearly set the organization’s expectations of IT – Sets the scope of work that IT is expected to perform It is crucial to ensure that the definition of success13 for the IT Department is understood by all
  14. 14. Ways to Bring IT to the Leadership Table 3. What is your strategy to fulfill IT’s role? Answer = “The IT Strategy” Focus on the role (the need/the how) and not on IT (the technology/the what) Technology is only an enabler and a tool, the IT Strategy should be focused on identifying the right technologies and practices to help in fulfilling IT’s role14
  15. 15. Ways to Bring IT to the Leadership Table 4. What are the risks inherent in our current IT strategy? Increasing dependence on technology, requires identification, assessment, and mitigation of IT-related risks – Discuss them as Business Risks – Establish the Risk Tolerance Level Requires effort from both programs and IT15
  16. 16. Ways to Bring IT to the Leadership Table 4. What are the risks inherent in our current IT strategy? Management and Programs should – Help IT understand critical business operations and the implications of technology-related failure or disruption IT should – Help executive management assess the IT-related risks and understand the options for mitigating those risks The Objective should be – To manage (not eliminate) IT-related risk to an acceptable level for the organization16
  17. 17. Ways to Bring IT to the Leadership Table 5. How are we spending our IT investment? Do you run IT? – As a Cost Center – spending must be controlled and reduced – As a Business – must generate “profit” or “return on investment” Both approaches have plusses and minuses – There are implications based on IT’s role in the organization to using either model17
  18. 18. Ways to Bring IT to the Leadership Table 5. How are we spending our IT investment? Answer: BOTH Use Gartner’s Run-Grow-Transform model – RUN = keep the organization running – GROW = projects and initiatives that seek to improve organizational efficiencies and effectiveness – TRANSFORM = providing new capabilities, products, or services18
  19. 19. Ways to Bring IT to the Leadership Table 5. How are we spending our IT investment? Your IT Budget Entity A Entity B Entity C Org? Run 80% 60% 50% ?? Grow 20% 30% 30% ?? Transform 0% 10% 20% ?? None of these spending patterns are “wrong”. They just represent different types of IT roles/investment.19
  20. 20. Audience Poll #6 Which organization do you most resemble? IT Budget Run Grow Transform A. Entity A 80% 20% 0% B. Entity B 60% 30% 10% C. Entity C 50% 30% 20% D. None of the above E. Not sure20
  21. 21. Ways to Bring IT to the Leadership Table Questions 1-5 are broad/strategic questions What are the organization’s goals? What is IT’s role? How will IT fulfill its role? How are we managing IT-related risks? Does our investment in IT match its Role? These must be balanced with the tactical question “Are we maximizing the value of what we have?”21
  22. 22. Ways to Bring IT to the Leadership Table 6. Are we realizing the potential of our current applications? How many times has an application already had the functionality you or a user wanted, you just didn’t know it was there? Are critical applications effectively implemented in the programs/depts? Look inward first before looking outward.22
  23. 23. Ways to Bring IT to the Leadership Table 6. Are we realizing the potential of our current applications? External solutions usually require higher budgets, more training, additional risk. IT alone, may not have all the answers – IT may understand the technology/data – Programs/Depts can help provide context and determine the value of functionality/information Make an educated determination together whether23 you need to look outside for a solution
  24. 24. Ways to Bring IT to the Leadership Table 7. What are you doing to manage the service level provided to the organization? IT is a service provider to the organization Service Level Agreements (SLAs) are often used for vendors, why not for internal IT? – Well defined expectations and objectives – Use SLAs to demonstrate implications of budget or spending decisions’ impact to IT’s ability to deliver the expected level of service Answer: “Is IT performance appropriately measured?”24 How do you know IT is performing well or poorly?
  25. 25. Audience Poll #7 Where are you in the adoption of cloud computing? A. Everything we could move is in the cloud B. We are in the process of moving to the cloud C. We are in the planning stage D. We are analyzing the feasibility E. We haven’t considered it yet F. We have decided not to move to the cloud G. Don’t know/Not sure25
  26. 26. Ways to Bring IT to the Leadership Table 8. Have we properly balanced internal-IT vs. outsourced-IT (incl. Cloud Computing)? Myriad of reasons for and against outsourcing – Every organization is different—no one answer – Pros and cons must be evaluated through different perspectives: financial, operational, process, strategy Outsourcing approaches to consider: 1. Outsource commodity IT (e.g. e-mail) – Keep competitive advantage IT in-house 2. Outsource “back of the house” IT (e.g. data center) – Keep “personal touch points” in-house26
  27. 27. Ways to Bring IT to the Leadership Table 8. Have we properly balanced internal-IT vs. outsourced-IT (incl. Cloud Computing)? The important thing is to go through the thinking process of evaluating alternatives – Go back to IT’s role and how specific functions within IT support fulfillment of that role – What is the best use of in-house IT resources? – What is the proper balance to best achieve the business objectives and org’s mission? – Remember that IT is biased in this analysis!27
  28. 28. Ways to Bring IT to the Leadership Table At this point we’ve looked at: Where do we need to go? What is IT’s role in getting there? How can we get there? (investment) Are we managing what we’re doing now? Now we want to switch and at look at: What may hinder us from getting there?28
  29. 29. Ways to Bring IT to the Leadership Table 9. What is the biggest challenge you are currently dealing with as our IT leader? Designed to turn the focus back to the IT leader him/herself. – May be a personal challenge – May be a professional challenge – May be an organizational challenge – May be a technical challenge A double-edged sword for the IT leader29
  30. 30. Ways to Bring IT to the Leadership Table 9. What is the biggest challenge you are currently dealing with as our IT leader? Don’t be afraid to show weakness – Treat this as an opportunity to demonstrate your understanding of the organization’s needs – Seek help in areas where you may not be as competent and other managers can help A good ED/CxO will see this as an opportunity to help the IT Leader to grow30 professionally
  31. 31. Ways to Bring IT to the Leadership Table 10. What one (currently unfunded) project do you think would provide the most value to the organization? Business-focused IT leader: – may bring a project to the table that may help improve a current business process Technology-focused IT leader: – may bring a project that involves emerging technologies or provide increased functionality Neither answer is necessarily correct or wrong as long as a justifiable business case is there.31
  32. 32. Ways to Bring IT to the Leadership Table 10. What one (currently unfunded) project do you think would provide the most value to the organization? A project without a business case may indicate: – Additional nurturing of the IT leader is necessary to achieve alignment – Worst case: IT leader needs to be replaced An opportunity for the IT leader to demonstrate their understanding of the organization’s business objectives and how IT can help achieve them32
  33. 33. Audience Poll #8 As a result of this Webinar I am going to: A. Reflect more on the role of IT in my organization B. Schedule a meeting with my ED/CxO or IT Leader C. Realign my organization’s IT Strategy D. All of the above E. Do nothing – I am already doing all of this G. Not sure – I need to digest this33
  34. 34. Ways to Bring IT to the Leadership Table These questions are conversation starters – Ensure the proper alignment of IT with organization objectives and goals…mission. – Clarify expectations and common understanding – Communicate how IT is thinking and ensure that both technical and non-technical managers are on the same page None of the questions are technical – IT is the expert on technology – How is IT applying its expertise to help achieve the organization’s mission?34
  35. 35. Ways to Bring IT to the Leadership Table Everyone should leave the discussion with improvement in mind: – Improving the alignment of IT’s activities with the organization’s mission; – Improving the organization’s use of its current technology; and – Improving the communication between the IT leader and executive management IT is an increasingly integral part of any organization. IT and non-IT management must be in sync for organizational success.35
  36. 36. INTRAPRISETECHKNOWLOGIES LLC Closing Thoughts and Questions? Donny C. Shimamoto, CPA.CITP Email: donny@myitk.com Voice: (808) 735-8324 Twitter: @donnyitk Thank you for your participation and attention Feedback or questions are always welcome: donny@myitk.com36

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