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@TBMCouncil 息2014 Technology Business Management Council 
Technology Business Management 
Conference 2014 
Executive Summary 
November 2014
@TBMCouncil 息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
@TBMCouncil 息2014 Technology 3 Business Management Council 
 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
@TBMCouncil 息2014 Technology 4 Business Management Council 
 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
@TBMCouncil 息2014 Technology 5 Business Management Council 
 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
@TBMCouncil 息2014 Technology 6 Business Management Council 
Key Takeaways: Business Impact 
What I need to know about is 
clarity, transparency, and how 
to deploy capitalThats the 
benefit of TBM. Its made a 
major difference in our 
company. 
Dennis Gilmore, CEO 
First American 
The estate that we look after 
is growing and were under 
pressure to keep the cost base 
flatWish wed 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 well 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
@TBMCouncil 息2014 Technology 7 Business Management Council 
Optimize Efficiency 
Key Takeaways: IT Impact 
How can you up-level this 
conversationSuddenly you 
could connect the business 
value because you could 
seeeverything 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. 
Ram坦n 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 
forunderstanding what are 
my variances and taking 
ownership for thatWe were 
now being predictive in our 
decision making. 
Kate Grasman, Director of IT 
Clorox Company 
Develop Your People Focus on Whats Important 
Drive Accountability and Action
@TBMCouncil 息2014 Technology 8 Business Management Council 
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. 
 Ram坦n Baez, Global CIO, HP 
ATUM and the TBM Taxonomy have an 
unexpected benefit for eBay. 
By standardizing everything, we know what 
were going to tackle and how were going to do 
the splitEverything became a lot simpler. 
 Dean Nelson, VP GFS, eBay
@TBMCouncil 息2014 Technology 9 Business Management Council 
New TBM Council Advisors 
As the TBM Councils Knowledge Partner, McKinsey & Company 
will work contribute intellectual capital from the firms $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 Councils 
research program execute academically rigorous research and 
incorporate TBM into university business school curriculums.
@TBMCouncil 息2014 Technology 10 Business Management Council 
See these success stories at: 
http://bit.ly/TBMC2014AwardWinners 
TBM Award Winners
@TBMCouncil 息2014 Technology 11 Business Management Council 
 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) 
 Ram坦n Baez, HP (http://youtu.be/kbcRbehmeKc) 
 TBM Award Videos: http://bit.ly/TBMC2014AwardWinners 
 Presentation Archive: http://tbmconference.org/2014/archives/ 
 Password: tbmc14 
Conference Resources
@TBMCouncil 息2014 Technology 12 Business Management Council 
CHICAGO 
HYATT REGENCY CHICAGO 
OCTOBER 27-29

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TBM Conference 2014 Executive Summary and Key Takeaways

  • 1. @TBMCouncil 息2014 Technology Business Management Council Technology Business Management Conference 2014 Executive Summary November 2014
  • 2. @TBMCouncil 息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
  • 3. @TBMCouncil 息2014 Technology 3 Business Management Council 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
  • 4. @TBMCouncil 息2014 Technology 4 Business Management Council 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
  • 5. @TBMCouncil 息2014 Technology 5 Business Management Council 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
  • 6. @TBMCouncil 息2014 Technology 6 Business Management Council Key Takeaways: Business Impact What I need to know about is clarity, transparency, and how to deploy capitalThats the benefit of TBM. Its made a major difference in our company. Dennis Gilmore, CEO First American The estate that we look after is growing and were under pressure to keep the cost base flatWish wed 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 well 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
  • 7. @TBMCouncil 息2014 Technology 7 Business Management Council Optimize Efficiency Key Takeaways: IT Impact How can you up-level this conversationSuddenly you could connect the business value because you could seeeverything 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. Ram坦n 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 forunderstanding what are my variances and taking ownership for thatWe were now being predictive in our decision making. Kate Grasman, Director of IT Clorox Company Develop Your People Focus on Whats Important Drive Accountability and Action
  • 8. @TBMCouncil 息2014 Technology 8 Business Management Council 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. Ram坦n Baez, Global CIO, HP ATUM and the TBM Taxonomy have an unexpected benefit for eBay. By standardizing everything, we know what were going to tackle and how were going to do the splitEverything became a lot simpler. Dean Nelson, VP GFS, eBay
  • 9. @TBMCouncil 息2014 Technology 9 Business Management Council New TBM Council Advisors As the TBM Councils Knowledge Partner, McKinsey & Company will work contribute intellectual capital from the firms $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 Councils research program execute academically rigorous research and incorporate TBM into university business school curriculums.
  • 10. @TBMCouncil 息2014 Technology 10 Business Management Council See these success stories at: http://bit.ly/TBMC2014AwardWinners TBM Award Winners
  • 11. @TBMCouncil 息2014 Technology 11 Business Management Council 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) Ram坦n Baez, HP (http://youtu.be/kbcRbehmeKc) TBM Award Videos: http://bit.ly/TBMC2014AwardWinners Presentation Archive: http://tbmconference.org/2014/archives/ Password: tbmc14 Conference Resources
  • 12. @TBMCouncil 息2014 Technology 12 Business Management Council CHICAGO HYATT REGENCY CHICAGO OCTOBER 27-29