TBM Conference 2014 Executive Summary and Key Takeaways

@TBMCouncil ©2014 Technology Business Management Council
Technology Business Management
Conference 2014
Executive Summary
November 2014

@TBMCouncil ©2014 Technology 2 Business Management Council
 703 attendees
 93 presenters
 21 partners and sponsors
including KPMG, ISG, Troux, EY,
McKinsey, Amazon AWS, BDNA
 8 workgroup meetings
 CIO Strategy meeting
 Awards Ceremony
TBM Conference 2014 Overview

 Mary Acuna, American Hotel Register
 Jon Payne, Associated Wholesale Grocers
 Chris Miller, Avanade
 Denny Mathews, Bank of America
 Barry Toubin, Benjamin Moore & Co.
 Dale Christian, Gates Foundation
 Tom Tustin, Boston Consulting Group
 Richard Davis, Canaccord Genuity
 Michael Zill, CareFusion
 Joe Barfield, Catholic Health Initiatives
 James Green, Chevron
 Lynn Gibson, CHRISTUS Health
 Julie Flaschenriem, Park Nicollet Health (former)
 Jim Scholefield, The Coca-Cola Company
 Gregory Morrison, Cox Enterprises
 Jerry Williams, Department of Education
 Phuong Tram, DuPont
 Dean Nelson, eBay
 Rob Webb, Etihad Airways
 Mohan Ganapathy, Farmers Insurance
 Larry Godec, First American
 Gus Shahin, Flextronics
 Don Duet, Goldman Sachs
 Noel Wong, Gulfstream Aerospace
 Bharat Krish, HBO Latin America
 Ramon Baez, Hewlett-Packard
 Ralph Loura, Hewlett-Packard
 David Stahl, Hillshire Brands/Tyson Foods
 Mark McGillicuddy, Johnson & Johnson
 Mike Brady, Kaiser Permanente
 Salil Kulkarni, Las Vegas Sands
 Alan Peacock, Lloyds Banking Group
 Mike Lacy, Meredith Corporation
 Debra Bailey, Nationwide Building Society
 Brian Cheney, Nintendo of America
 Scott Fairholm, PA Turnpike Commission
 Daniel Kelly, Parsons
 Greg Knott, Ryder System
 Chad Brisendine, St. Luke's Health Network
 Jeff Kuckenbaker, Stanley Black & Decker
 Perry Verrino, Stanley Black & Decker
 Michael DeAngelo, State of Washington
 Wayne Shurts, Sysco
 Bill Krivoshik, Time Warner Inc.
 Cindy Schumacher, TriZetto Group, Inc.
 Olin Wise, TSYS
 Lynden Tennison, Union Pacific
 Rama Dhuwaraha, University of North Texas
 Thomas Murphy, University of Pennsylvania
 Chris Furst, Univision Communications
 Brian Adams, WorleyParsons Limited
Who Attended?
Selected CIOs/CTOs

 Conor Long, Aetna Insurance
 Jeanne Borta, Allstate
 Todd Daigle, Amedisys
 Vijay Dobriyale, American Express
 Kate Schutzler, AmeriSource Bergen
 Mareida MacKenna, AON Corporation
 Donna Woodruff, AutoTrader Group
 Gregory Panik, Campbell Soup
 Darrell Alexander, Capital One Financial
 Patti DeFazio, City of Seattle, WA
 Kate Grasman, The Clorox Company
 Carl Stumpf, CME Group
 Raje Kantamneni, Coca-Cola
 Bruce Wilson, Comcast Cable
 Zahid Arain, Commonwealth Bank of Australia
 Lisa Stalter, Cox Enterprises
 Nandan Amladi, Deutsche Bank
 Melissa Brashears, Dignity Health
 Brett Stapleton, Dignity Health
 Todd Berta, Express Scripts
 Ulka Wilson, ExxonMobil
 Suzanne Chartol, Fannie Mae
 Lewis Williams, Farmers Insurance
 Craig Minyard, FRB of Richmond
 David Coleman, FedEx
 Chuck Niethold, First American
 Peter Letizia, Goldman Sachs
 Janine Hart, Gulfstream Aerospace
 Scott Seaberg, Health Care Service Corporation
 Dave Jacobs, Intermountain Health Care
 Gary Montes de Oca, Intrawest
 Julie Baird, Johns Hopkins Health System
 Vladislav Panov, JPMorgan Chase
 Steve Adams, Kaiser Permanente
 Kim Manigault, KeyCorp
 Karen Enea, KPMG
 John Dermody, Las Vegas Sands
 John Wuest, Lincoln Financial Group
 Henrik Madsen, Maersk Oil & Gas
 Jennifer Chacon, Marriott
 Dave Lillis, MasterCard
 Ken Ross, Memorial Healthcare System
 Rick Eckoff, MetLife
 John Jarvis, Molina Healthcare
 Brenda Cullinan, Moog
 Sanjit Singh, Morgan Stanley
 Alan Payne, Navy Federal Credit Union
 Lori Seperac, Prudential
 Mike O'Connell, S&P Capital IQ
 Michael TenBrink, Steelcase
 Dane Anderson, Sysco
 Alfred Byington, Time Warner
 Deborah Strong, Travelers Companies
 Heather White, University of Alabama
 Cheryl DeBoise, University of Washington
 Lara Macaione, Warner Bros. Entertainment
 Chris Collins, Wells Fargo
Who Attended?
Selected IT Finance Leaders

 Mary Currier, Allianz Life Insurance Company
 Julie Bush, American Express
 Mike Slattery, Ameritas
 James LaPlaine, AOL USA
 Patty Crawford, AON Corporation
 Brian Stanton, Ascension Health Network
 Markus Satterfield, AutoTrader
 Vincent Damato, BAE Systems Plc
 Rafael Adaui, Banco de Credito del Peru
 Iain Hamlett, Barclaycard
 Chad Brown, Cameron International
 Martin Beverley, Cisco Systems
 Luke Purcell, Citizens Financial Group
 Jodi Hunter, Comerica Bank
 Kathy Miller, Cox Enterprises
 Fredrik Lannerberth, Danske Bank A/S
 Christine Watts, Discover Financial Services
 Kolt Sarver, Energy Future Holdings
 Harold Boutin, Equifax
 Dan Mosher, ExxonMobil
 Tracy Bleam, FHLB of Atlanta
 Kelly Gear, FHLB of San Francisco
 Matt Larson, FRB of Richmond
 Colin Scott, Fidelity Investments
 Jayson Murray, First American
 Sam Ishak, First Canadian Title
 Michael Campbell, First Republic Bank
 Mike Warren, Gibson Energy
 Bijay Kumar, Hasbro
 Anders Rajka, Johnson & Johnson
 Marty Saxton, JP Morgan Chase
 Rod Wiggins, KeyCorp
 Mark Gackenheimer, Kimberly-Clark Corp.
 Carl Fowler, ManuLife Financial
 Leslie Scott, Marriott
 Steven Ismaili, MetLife
 Dawn Larsen, Microsoft GFS
 Rut Pugsasin, Millennium Partners
 Michael Poser, Morgan Stanley
 Tim Harris, Mylan
 Ahmed Shihab, NetApp
 Linda Gilbert, PRIDE Industries
 Niall Cannon, RBC Capital Markets
 Otto Chan, Royal Bank of Canada (RBC)
 James Roberts, Seagate Technology
 Bart Wood, Southern Company
 Matthew Millett, Standard Chartered Bank
 Michael Kearney, The Hartford
 Peter Hammer, United Continental Holdings
 Joshua Sparaga, Univision Communications
 Tracy Boardman, Unum Group
 Eric Muse, Verizon Communications
 Monica Jonas, Viacom
 Patrick Scheidegger, Zurich Insurance Group
Who Attended?
Selected IT Operations/Strategy/Architecture Leaders

Key Takeaways: Business Impact
“What I need to know about is
clarity, transparency, and how
to deploy capital…That’s the
benefit of TBM. It’s made a
major difference in our
company.”
Dennis Gilmore, CEO
First American
“The estate that we look after
is growing and we’re under
pressure to keep the cost base
flat…Wish we’d done it a long
time ago.”
Debra Bailey, Global Services Leader
Nationwide Building Society
Executives are using TBM to
accelerate decisions before
and after important business
events, such as M&A
(AT&T/DIRECTV/Tyson Foods)
and divestitures (HP, eBay).
“TBM has enabled us to find
more than $50 million in
optimizations that we’ll use to
improve health care.”
Mike Brady, SVP/CTO
Kaiser Permanente
Execute Business Agenda
Grow the Business Efficiently Quickly Respond to Change
Shift RtB to CtB

Optimize Efficiency
Key Takeaways: IT Impact
“How can you up-level this
conversation…Suddenly you
could connect the business
value because you could
see…everything to deliver that
service.”
Dean Nelson, VP of GFS
eBay
“The TBM framework is one of
those things your people need
to learn. The beauty of this is
that it makes your people
more valuable.”
Ramón Baez, Global CIO
HP
“We stopped doing a bunch of
non-value added activities…
We made sure our metrics
were focused on the things
that really mattered.”
Suzette Chartol, TBM Director
Fannie Mae
“People were now responsible
for…understanding ‘what are
my variances’ and taking
ownership for that…We were
now being predictive in our
decision making.”
Kate Grasman, Director of IT
Clorox Company
Develop Your People Focus on What’s Important
Drive Accountability and Action

ATUM: Progressing the Standard Taxonomy
The TBM Council has endorsed the Apptio TBM
Unified Model (ATUM™), including the TBM
Taxonomy. The Industry Workgroups are
driving industry-specific best practices for
using the Taxonomy to meet unique decision-making
needs.
HP uses the TBM taxonomy to deliver a new level
of transparency and within IT – and between IT
and other business executives at HP.
“It changes the conversation and allows us to
think more strategically.”
– Ramón Baez, Global CIO, HP
ATUM and the TBM Taxonomy have an
unexpected benefit for eBay.
“By standardizing everything, we know what
we’re going to tackle and how we’re going to do
the split…Everything became a lot simpler.”
– Dean Nelson, VP GFS, eBay

New TBM Council Advisors
As the TBM Council’s Knowledge Partner, McKinsey & Company
will work contribute intellectual capital from the firm’s $400
million annual investment in knowledge. Their focus: connecting
IT investments with achieving business strategy.
MIT Research Scientist and best-selling author George
Westerman is the Academic Advisor. He will help the Council’s
research program execute academically rigorous research and
incorporate TBM into university business school curriculums.

See these success stories at:
http://bit.ly/TBMC2014AwardWinners
TBM Award Winners

 Recommended Keynotes:
• Dennis Gilmore/Larry Godec, First American (http://youtu.be/hKfsMoUX9JM)
• Debra Bailey, Nationwide Building Society (http://youtu.be/ZC5yU3akIqI)
• Dean Nelson, eBay (http://youtu.be/h6NJpHgReE8)
• Ramón Baez, HP (http://youtu.be/kbcRbehmeKc)
 TBM Award Videos: http://bit.ly/TBMC2014AwardWinners
 Presentation Archive: http://tbmconference.org/2014/archives/
• Password: tbmc14
Conference Resources

CHICAGO
HYATT REGENCY CHICAGO
OCTOBER 27-29

TBM Conference 2014 Executive Summary and Key Takeaways

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