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 Business Management Council2

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, CEOFirst 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 LeaderNationwide 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/CTOKaiser 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 GFSeBay

“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 CIOHP

“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 DirectorFannie 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 ITClorox 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

http://youtu.be/hKfsMoUX9JM

http://youtu.be/ZC5yU3akIqI

http://youtu.be/h6NJpHgReE8

http://youtu.be/kbcRbehmeKc

http://bit.ly/TBMC2014AwardWinners

http://tbmconference.org/2014/archives/


CHICAGO

HYATT REGENCY CHICAGO

OCTOBER 27-29