2022 TBM Council Award Winner:
事業の最適化
National Grid 社は、3 年間で 1 億ドル以上のコスト削減を目指すという意欲的なプログラムの一環として、Technology Business Management （TBM） 導入。TBM Apptio ソリューションと組み合わせ、さまざまなコスト削減を実現しています。また、IT 関連コストを ベンチマークし、社外で約 130 件の 適化に乗り出しました。こうした取り組みにより、同社の TBM チームは、初年度の目標を大幅に 上回る年間 4,700 万ドルのコスト削減を成し遂げたのです
National Grid 社は、英国と米国東海岸に電力やガスを供給している世界最大規模の上場公益事業会社 です。何百万人もの人々に安全かつ信頼性の高 エネルギーを効率的に供給するという、極めて重要な 役割を担っています
National Grid 社は、信頼性の高いクリーンエネルギーを手頃な価格で供給できる未来を実現するとい う意欲的な目標を掲げ、数年前からデジタルテクノロジー部門で大規模な変革を進めています。しか し、この変革には、IT コストの削減、顧客価値の向上、働き方の変革、規制報告や資金調達要件への対応 など、さまざまな困難が発生。さらに、米国と英国で進めている買収や事業売却の活動からも、コスト削 減に対するプレッシャーが高まっています
National Grid 社は、変革目標の確実な達成という重要な役割を担う組織として、2018 年に TBM オフィス を設立。さらに、ApptioOne Plus、ApptioOne Benchmarking、Vendor Insights、Premier Support に投資しました。これらの投資は、3 年間にわたるコスト削減プログラムにおいて、アプリケー ションの統廃合、ネットワークコストの最適化、クラウド支出の最適化、および技術的負債の削減を促す ものです
年間 4,700 万ドルのコスト削減を実現
3 年間で 1 億ドルを節約するという意欲的なコスト削減プログラムの一環として、National Grid 社の TBM オフィスは ApptioOne を活用しながら、大 なコスト削減の機会を特定して実行に移すべく、 次の 4 つの戦略に重点を置いています。
1. アプリケーションの統廃合
2. ネットワークコストの最適化
3. クラウドコストの最適化
4. 技術的負債
アプリケーションの統廃合: アプリケーションの統廃合を進めるため、National Grid 社は TCO レポー トを使用して、約 400 件のアプリケーションを効率化または廃止の対象としました。この取り組みでは、 3 年間で 1,000 万ドルのコストを削減できると見込んでいます。2022 年度には、効率化によって 200 万ドルを節約し、アプリケーションあたりの総コストを削減しました。
ネットワークコストの最適化: さらに、チームは TBM の原則と ApptioOne を活用して、法人向け通信 回線事業者による過剰請求を見つけ出すユースケースを開発しました。チームは回線コストの拠点別レ ポートを利用し、WAN 回線と SD-WAN 回線の両方で、複数の拠点にまたがる過去の二重請 を特定 したのです。その結果、同社は 100 万ドルの返金を受けることができました。
クラウドコストの最適化: Microsoft Azure™ をクラウドビジネス管理に統合することにより、TBM チームはリザーブドインスタンスを最適化できる 会を特定し、適切な規模への調整に成功。これにより、 プログラム全体で 300 万ドルの節約が実現しました。
技術的負債: 技術的負債の解消を目標とする TBM チームは、法人向けデータセンターホスティングプロ バイダを対象に、サポートが終了したサーバ プラットフォームへの支払いにかかっている余分なコストを 特定するユースケースを開発しました。技術的負債に関連したコスト削減額は、1 年あたり 100 万ドルに 相当すると見られます。
National Grid 社のチームは、ビジネス部門と IT 部門の間で現実的かつ透明性の高いコストについて議論 する必要性を認識します。そこで、TBM のアプローチと Apptio のテクノロジー財務管理ソリューションを 強化し、正確で実用的なコストデータに基づく価値と能力の可視化に注力しました。システム全体に TBM の原則を適用することで、IT の利用状況に応じてコスト配分機能が働き、正確なコスト予測が生成されるよ
うにしたのです。National Grid 社の TBM チームは、IT 部門が基本的な製品やサービスの調達に費やしたコストを明確に することによって、実際の利用状況に基づくコスト配分モデルを開発。さらに、包括的かつ実用的な詳細情 報を入手できる「IT 明細書」を組み合わせ、CIO、規制チーム、財務部門など主要な関係者間での話し合い を、事実に基づく成果重視の議論へと完全に転換させました。
National Grid 社の TBM オフィスでは、3 年間にわたるコスト削減プログラムだけでなく、Apptio ソ リューションを活用して他の企業目標の達成も支援しています。具体的には、ユースケースアプローチに よって主要な組織戦略の策定に着手し、TBM データから新たな機会を明らかにすることで、その理解を 深められる分野を特定しました。このアプローチを通じ、TBM チームは大規模な事業売却やアプリケー ションの保守サポートモデルの適正化を支援しています。 National Grid 社は、4 社の外部アプリケーションメンテナンスマネージドサービスプロバイダを利用 しており、アプリケーション単位またはサービスレベル（ゴールド、シルバー、ブロンズなど）で利用料を 支払っています。そこで同社は、このデータにサポートチケットやサポート体制に関する情報（24 時間× 7 日、24 時間×5 日など）を追加して表示できる新しいプラットフォームを開発しました。TBM チームは このように新たに収集した情報からユースケースを開発し、サービスレベルの再調整やサポートモデル の規模の最適化、ボリュームディスカウントの提供などの機会を特定できるようにしたのです。この戦略 を実施したことによって、同社はアプリケーションの保守費用を 300 万ドル削減しました。 National Grid 社が TBM を活用して効率化を進めているもう 1 つの領域が、事業売却です。現時点 では 2 件の大規模な事業売却を進めています。TBM チームは移行サービス契約（TSA）の内容を把握 するための唯一の信頼できる情報源として、また埋没コストを特定するための主要な情報源として ApptioOne を活用し、およそ 4,000 万ドルの埋没コストを特定しました。
2022 年に TBM Council の Business Optimization Award を受賞した National Grid 社の TBM チームは、初期段階の TBM の実践についてアドバイスを提供しています。 「私たちが最初に行ったのは、TBM タクソノミー（分類体系）を活用して、自社のコスト基盤を同業他社と 比較評価することでした。」と、National Grid 社でテクノロジービジネス管理担当グローバル責任者を務 める Sunil Anand 氏は述べています。氏はその上で TBM の導入を成功させるためのヒントとして、次の 5 つの点を挙げました。
1. 経営陣から TBM プログラムに対する全面的な支援を獲得する
2. 開発した機能の正確性と実用性を確保する
3. 財務部門とテクノロジー部門の連携を強化する
4. アジャイルなデリバリーアプローチで価値の提供を継続する
5. 明確なユースケースに基づいて TBM を設計し、具体的な成果を生み出す
これらの要素を TBM プログラムの基盤として確立すれば、組織はビジネス目標を達成できるようになる でしょう
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It started with us leveraging the TBM taxonomy to assess our cost base for benchmarking against our peer group.
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The winner in this category has driven meaningful efficiencies in delivering technology to the business and/or in helping the business be more efficient through the use of technology. The winner uses the facts, tools, and processes of TBM to improve unit costs, find, and reduce waste, consolidate or rationalize technologies, automate labor-intensive processes, or drive other meaningful improvements in value for the money spent.
Red Hat built the world’s largest enterprise open-source software company, growing into a multi-billion-dollar firm before being acquired by IBM Corp. This open-source heritage often placed the value of technology in the product and engineering realm rather than with IT. Thus, not surprisingly, Red Hat’s TBM journey started with a new CFO wanting to know why IT costs were so high. Through the TBM framework and discipline, Red Hat IT successfully delivered cost transparency of all IT spend and then became a model for technology spend planning and forecasting. The IT team added the FinOps discipline to its capabilities and is now managing a broad hybrid cloud portfolio. However, TBM and FinOps have remained in the realm of IT only, until now. Red Hat’s current CIO, Jim Palermo, is driving TBM, FinOps, and Enterprise Agile Management across the company based on IT’s success and through the lens of value stream management. in this session, Jim will walk through Red Hat’s TBM journey and its current transformation to an operational business architecture framework built on value streams aligned to business outcomes.
When the team at Tenet Healthcare made the decision to move towards a model that provided more accurate financial transparency, they looked to TBM practices and solutions. Join Paola Arbour, EVP and CIO at Tenet healthcare as she answers the question “why TBM?”, including what Tenet was trying to solve with the TBM Taxonomy, the effectiveness of their KPIs, and how building support and momentum across the entire company was critical to their successful TBM adoption. In this session, Paola will also share how Tenet continues to evolve their use of TBM, including for mergers, acquisitions, and divestiture activity, as well as segmenting cost structures.
Data driven decision making has been a key to longevity and delivering best in class service to State Farm’s customers over the past 100 years. Recently, State Farm decided to use a managed services company for the day-to-day support of their Infrastructure Services. Today’s technology leaders need to be able to make real-time, informed decisions to help ensure technology investments are meeting their customer’s needs, while continuing to support company long-term goals. Ashley Pettit, SVP & CIO at State Farm, will be joined by Randy McBeath, Enterprise Technology Executive, and Andy Moore, Technology Director, and together they will share how TBM aided in State Farm’s analysis and decision to move to a managed service provider.
There is fast evolution occurring in the overall technology spend and value management market, with the advancements of cloud, Kubernetes, AI/ML, and other innovations. At the same time, we are seeing vast changes in the roles of the CIO, CFO, and business/digital leadership. In addition, TBM is intersecting with other disciplines and frameworks, such as Cloud FinOps, Agile engineering, and portfolio resource management. How is this affecting the TBM discipline, the TBM Council, and Apptio? For one, TBM is moving down market, becoming more accessible to all sizes and maturity of organizations, with easier ways to get started and a faster time to value. Cloud FinOps, meanwhile, is advancing and adding capabilities previously in TBM to the cloud cost management space. Join Apptio CEO Sunny Gupta as he explores the evolving TBM landscape and how he believes it will bring even greater opportunity and value to organizations worldwide.
In today’s challenging economic times it is critical that CFOs, CIOs, and CTOs speak the same language when it comes to the value of technology spend. Having a single source of truth that everyone can feel confident in, track progress continuously throughout the year with shared insights, and analyzing options for resourcing and funding in order to reduce waste is where TBM deepens their partnership. In this discussion, join members of the TBM Council Board of Directors as they discuss the pivotal conversations and steps taken to collectively adopt TBM practices across the organization, including responding to naysayers and gaining allies.
Fumbi Chima has led technology teams across multiple organizations throughout her esteemed career, including retail, manufacturing, media, and financial services. As a turnaround and high growth leader, Fumbi has leveraged TBM as a foundational practice to bring repeatable processes, purchasing guidelines, and cost/resource savings. Now at Boeing Employe Credit Union (BECU) serving more than 1.2 million members, Fumbi is driving their digital transformation with a clear vision and strategy to optimize their public-cloud with TBM and Cloud-FinOps, adopt a product model, and set the groundwork for future innovation and growth. Join Fumbi and Larry Blasko, President, Field Operations at Apptio, as they discuss the lessons Fumbi has learned along her TBM journey, and where this transformation leader sees the evolution of TBM taking the Technology industry.
Technology leaders have a unique opportunity to transform their organizations into environmental champions with sustainable business practices. In this session, Neal Ramasamy, CIO at Cognizant and Phil Alfano, Field CTO at Apptio will share how TBM can be leveraged to achieve comprehensive visibility into real-time data-driven tracking to ensure company goals and actions are being met to achieve a sustainable future.
For McGraw Hill, having a transparent framework that drives smart investment strategies and a common language across this 135-year-old company is critical. Known as one of the “big three” education publishers, McGraw Hill must stay ahead of their competitors with innovation and value delivery. Join Yuliya Oberman, Finance Director for McGraw Hill Education and Eileen Wade, General Manager of the TBM Council as they discuss how TBM is essential to McGraw Hill’s enterprise resource strategies and digital transformation journey.
In this fireside chat, Matt Yanchyshyn, GM, AWS Marketplace & Partner Engineer at AWS will join incoming General Manager of the TBM Council, Jack Bischof, for a discussion on best practices for building successful TBM practices focused on cloud financial management. Including a deep dive into the nuances, learnings, and milestones that the world’s 9th largest insurance company is achieving on their Cloud FinOps journey.
Hear from Ajay Patel, COO at Apptio and Zubin Irani, CEO at Cprime as they discuss how the intersection of TBM and enterprise agile planning is a critical strategy for organizations to adopt if they want to drive business growth more efficiently, in real-time, and keep up with the speed of change that today’s organizations face.
Join Origin Energy’s Adrian Thivy, GM, Enterprise Technology Services, as he shares how TBM is creating complete confidence in their spend-to-value ratios across IT and the broader company, allowing a rapid response to the market forces driving significant pressure on the “cost to serve” customers. A finalist for the 2022 TBM Council Award for TBM Pacesetter, hear how their TBM practice was built in record time, including lessons learned as they developed business capabilities and managed a significant cloud migration and transformation.
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Many organizations aspire for a cloud-native posture, however few have the time, resources and budget to transform into 100% public cloud operations. Equifax has broken through those barriers to modernize its infrastructure globally — driving faster innovation for customers, more business agility, and stronger cybersecurity. Hear from Manav Doshi, GM, Technology Solutions on how the Equifax team is rebuilding a century-old company, with a real-time approach to optimizing cost and revenue growth in the cloud.
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Transport for NSW is the winner of the 2022 TBM Council Award for TBM Pacesetter, which recognizes significant progress and value with TBM in a relatively short period of time. In this session, hear how the merger of Roads and Maritime Services (RMS) and Transport for New South Wales resulted in the fastest consolidation of TBM data, models, and reports into a single TBM practice. Hear from Poonam Kataria, Sr. Manager of TBM, as she shares how TBM is driving Transport’s three key strategic outcomes: connecting a customer’s whole life; successful places for communities; and enabling economic activity.
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Discuss how TBM supports visibility of investments across the enterprise to support setting best practices and standards for managing the impact of environmental, societal, and governance strategies by IT departments and organizations.
The TBM Council Standards Committee has built out TBM integration models with other IT disciplines, including Enterprise Agile and Product Thinking, as well as ServiceNow CSDM. Current findings will be shared to drive group discussion, experience, and feedback.
Public cloud strategies are often embraced for the promise of rapid scalability, on-demand agility, and best-in-class security, resiliency, and features. However, public cloud adoption presents significant financial challenges that, when not addressed, inhibit any firm’s ability to exploit the promises of public cloud.
To address these challenges, customers need to simultaneously resolve current inefficiencies and build capability to ensure avoidance of waste in the long term.
In this session we discuss a detailed framework combining TBM-Cloud with FinOps, allowing customers to understand how to implement a program to overcome these challenges and financially succeed in the cloud.
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For organizations looking to transition from projects to products, TBM can help organize resources and outcomes into value streams – the specific sets of activities that align to business outcomes.
For organizations trying to accelerate their cloud journey, TBM provides a way to map a plan and measure the outcomes from cloud migration to cloud cost management to cloud optimization.
A look back at 10 years of TBM leadership and community building.
Introduced more than 10 years ago, Technology Business Management (TBM) was born out of the need for CIOs to have a management system to drive their technology operating strategy. At its core, the TBM discipline gives visibility into technology spend to provide common ground and enable a collaborative partnership across teams for prioritizing resources and achieving business outcomes. In this session, the TBM Council Standards Committee Chair, Atticus Tyson will share how over the past few years TBM has evolved to ensure leaders are able to accelerate digital initiatives, embrace the cloud, and communicate today’s complex technology landscape. TBM enables organizations to frequently and quickly evaluate projects, platforms, and investments to address the needs of the modern enterprise.
Atticus Tyson and Phil Alfano will guide the group through an executive discussion to capture “What is digital success to you?”. Is it how your organization creates new business capabilities? The elimination of legacy processes and systems? Funding innovation? Or all of the above as long as it drives an improved customer experience? Discuss with your table mates, as an overall group, and capture learnings and takeaways to bring back to your own team.
How does a 170-year-old financial institution deliver a new, fully modernized technology strategy while supporting 24×7 service to their customers across a multitude of platforms, including point-of-sale, mobile, and web services? Mike Brady, Nicole Holmes, and Chad Schmidt will share how at Wells Fargo, they are creating a Technology Infrastructure team founded in the TBM discipline and responsible for aligning with internal partners to adopt an automation first approach for accelerating the delivery of services and deploying enhancements at speed. All while remaining compliant, secure, and agile.
It’s been two years since the World Health Organization declared Covid-19 a global pandemic. To re-imagine employee and customer experiences, every company was forced to speed up their shift to digital from multi-year project plans to instead creating, executing, and delivering new business models in a matter of weeks. As we emerge from this crisis, we recognize this shift is not slowing down but exponentially increasing as businesses continue to respond to societal expectations of anytime, anywhere. In this session, Sunny Gupta will share how the companies best positioned to quickly respond to changing market conditions and hyper competition have a holistic view of their technology spend so they can be agile in their investment decisions, use the cloud as a competitive advantage, and align their resources to product delivery models and continuously measure value.
Spinning up a cloud-native posture is a desired strategy for many organizations, however few have the time, resources, and budget to achieve 100% public cloud operations. In 2018, Equifax set a 5-year goal to achieve this, striving to provide their customers with faster innovation, more flexible business agility, and stronger cybersecurity. Hear from RJ Hazra, SVP & CFO, Technology on the lessons and successes the Equifax team has found along their journey, and what remains as they cross into their final year of their company-wide digital transformation.
The cloud is a significant shift in computing and companies need to get maximum value from it. FinOps is the evolving cloud financial management practice that empowers organizations to track and maximize cloud spend and enable tech, finance, and business teams to collaborate on data-driven spending decisions. In this talk, J.R. Storment, Executive Director of the FinOps Foundation will explore the intersection between TBM and the FinOps practice and the benefits achieved. Session discussion topics include:
In this engaging conversation, executive leaders will share both the challenges and best practices realized on their journey to embrace product-based innovation.
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Session abstract coming soon
TBM empowers hundreds of decision makers with the facts they need to execute a digital strategy faster, without bias, and in alignment across business units. This includes technology consumers, service and application owners, LOB CIOs, enterprise PMOs, compliance leaders, budget coordinators, and many more. What are the fundamentals of developing and executing a successful TBM practice? In this session, experienced practitioners will share the lessons and foundations they’ve learned delivering business value for their organizations with TBM.
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