TBM for Sustainability

Understanding technology's dependencies, impacts, and contribution to continued value creation

Technology decisions influence more than costs, service performance, and business capabilities. They also affect the resources, relationships, and systems that organizations depend upon to create value over time. From infrastructure and energy consumption to sourcing, workforce capabilities, and technology-enabled business processes, these decisions can strengthen or weaken the conditions needed for continued value creation.

Technology Business Management (TBM) helps organizations understand these consequences by connecting technology resources, services, investments, and consumers with the information needed to make informed decisions. By incorporating relevant Sustainability evidence into a shared management context, technology leaders can evaluate dependencies, identify improvement opportunities, and consider Sustainability alongside other organizational priorities.

This page introduces Sustainability as an Organizational Value Driver, explains where TBM contributes, and provides practical starting points, examples, and resources for applying TBM to Sustainability decisions.

Understanding Sustainability as an Organizational Value Driver

Sustainability is the dimension of organizational value concerned with whether technology investments, operations, and decisions support continued value creation while preserving, developing, or regenerating the resources, relationships, and systems they depend upon and affect.

This extends beyond reducing environmental impacts or meeting reporting requirements. Technology relies on physical infrastructure, energy, materials, skilled people, suppliers, and other resources and relationships. Its use can also affect those resources and systems elsewhere in the organization and beyond it. Sustainability asks whether these dependencies and consequences are being managed in ways that support continued value creation as conditions, demands, and technologies change.

Sustainability does not require preserving every existing technology, supplier, or operating model. In some cases, continued value creation depends on strengthening an existing capability or replenishing a resource. In others, it requires substitution, modernization, or redesign to change the organization’s dependencies.

The central Sustainability question

Can we continue creating value this way?

Answering that question requires understanding what technology depends upon, what it affects, and how those conditions are changing over time.

Learn more about the Sustainability Organizational Value Driver and its relationship to other dimensions of organizational value.

Sustainability of Technology and Through Technology

Technology influences Sustainability in two directions. Both matter when evaluating the consequences of technology decisions.

Sustainability of Technology

This concerns the resources, relationships, and systems required to develop, operate, maintain, and replace technology. Relevant considerations may include energy and water consumption, hardware lifecycles, materials, supplier dependencies, workforce capabilities, and the consequences of technology sourcing and disposal.

For example, extending the useful life of equipment may reduce material consumption, but aging hardware may require more energy or introduce support limitations. The appropriate decision depends on the relevant consequences over the equipment’s lifecycle, not a single measure.

Sustainability Through Technology

Technology can also influence Sustainability throughout the enterprise. Digital capabilities may change how buildings consume energy, how supply chains operate, how products are manufactured, how employees work, or how customers use services.

A technology investment may increase consumption within IT while enabling substantially greater resource improvements elsewhere. Conversely, moving an activity to an external provider may reduce the organization’s reported technology footprint without reducing the underlying impact.

Evaluating Sustainability therefore requires an appropriate boundary around the decision and its consequences.

The footprint of a technology is not necessarily its Sustainability outcome.

Leaders should consider both the resources technology consumes and the changes it enables across the organization.

How TBM Supports Sustainability

TBM does not replace environmental accounting, lifecycle assessment, workforce planning, responsible sourcing, or other specialized disciplines. These provide important evidence and expertise. TBM contributes by connecting that information to the technology resources, services, investments, consumers, and business capabilities involved in management decisions.

Connecting Sustainability information to technology

The TBM Model provides a structured way to relate technology spending, resources, and consumption to the solutions and consumers they support. Organizations can extend this understanding with relevant Sustainability information, such as energy consumption, emissions, hardware characteristics, supplier data, or other indicators associated with a material dependency or impact.

This allows leaders to move beyond isolated measurements and understand where consequences originate, which services and investments are involved, and who can influence them.

Understanding dependencies and trade-offs

Sustainability decisions frequently involve competing considerations. Replacing equipment may improve energy performance while increasing material consumption and near-term costs. Changing suppliers may alter operational dependencies and environmental impacts. Modernizing a service may improve resilience and resource efficiency while requiring new workforce capabilities.

TBM provides financial, operational, and business context for evaluating these alternatives alongside other Organizational Value Drivers.

Turning information into decisions

Sustainability information creates value when leaders use it to make and evaluate decisions. TBM supports that process by helping organizations identify consequential issues, compare alternatives, assign responsibility, and evaluate results.

The goal is not to produce a universal Sustainability score. It is to make relevant dependencies and impacts visible so they can inform decisions and actions.

Practical Applications of TBM for Sustainability

Organizations can apply TBM to Sustainability in many areas. The most useful starting points are decisions where technology resources, consumption, dependencies, and business context can be connected to meaningful Sustainability evidence.

Technology infrastructure and hardware lifecycle

Decision: Should equipment be retained, refreshed, consolidated, or retired?

TBM can connect hardware costs, utilization, ownership, service dependencies, and lifecycle information with relevant measures of energy use, materials, and environmental impact. This supports evaluation of alternatives across the equipment lifecycle rather than focusing only on acquisition cost or operating efficiency.

Cloud architecture and workload optimization

Decision: How should workloads be designed, placed, and operated?

TBM can relate cloud consumption and costs to applications, services, and business demand. When combined with appropriate environmental information, this helps leaders evaluate the resource consequences of workload placement, architecture, utilization, and operating choices.

Cloud optimization may improve both financial and environmental performance, but the two are not always equivalent. Decisions should consider the relevant workload requirements and Sustainability consequences.

Technology sourcing and supplier decisions

Decision: Which sourcing arrangement best supports organizational requirements over time?

TBM provides visibility into supplier spending, services, consumption, and dependencies. Combined with specialized supplier and Sustainability information, this context can help leaders assess lifecycle impacts, resource dependencies, sourcing alternatives, and potential consequences of changing providers.

Workforce capability and technology modernization

Decision: Should the organization develop existing capabilities, recruit new skills, or redesign technology dependencies?

Technology operations depend on people with the skills and capacity to sustain them. TBM can help identify the services, technologies, and investments associated with these dependencies, providing context for workforce development, modernization, and sourcing decisions.

Sustainability may require strengthening existing capabilities or changing an operating model that depends on resources becoming increasingly difficult to maintain.

Technology-enabled business improvements

Decision: Where can technology improve Sustainability beyond the technology organization?

TBM can connect technology investments with the business capabilities and processes they support. This helps leaders evaluate opportunities such as building energy management, logistics optimization, process digitization, and other changes that influence resource consumption throughout the enterprise.

The relevant Sustainability outcome may occur primarily outside IT, even when technology enables it.

Environmental reporting and attribution

Decision: How can environmental impacts be understood in relation to technology services, consumers, and investments?

Organizations can connect specialized environmental information with TBM resource and consumption relationships to improve attribution and management understanding. This can support reporting, accountability, and decisions about where improvements are possible.

For a more detailed example of this application, read Zero to Green: A Practical Guide to ESG Through TBM.

Getting Started with TBM for Sustainability

Organizations do not need a comprehensive Sustainability model before they can begin using TBM to support better decisions. A focused approach starts with a consequential question and builds the information needed to answer it.

1. Identify a meaningful decision

Choose a technology investment, operating practice, service, or sourcing decision with a material Sustainability dependency or impact. A specific decision provides a more useful starting point than attempting to measure every Sustainability consideration across the technology portfolio.

2. Understand the relevant dependencies and impacts

Determine which resources, relationships, and systems the decision depends upon or affects. Consider whether the consequences occur within Technology, elsewhere in the enterprise, or beyond organizational boundaries.

3. Use existing TBM information

Identify the relevant technology resources, costs, consumption, services, suppliers, investments, and consumers. Existing TBM information may already establish much of the context needed to evaluate the decision.

4. Incorporate specialized Sustainability evidence

Work with the appropriate subject-matter experts to obtain information about the material dependencies or impacts. Depending on the decision, this may involve energy, emissions, water, equipment lifecycles, supplier practices, workforce capabilities, or other measures.

5. Evaluate alternatives and act

Compare the consequences of available options, including their effects on Sustainability and other Organizational Value Drivers. Identify where resources can be preserved, capabilities developed, depleted capacity replenished, or dependencies changed through substitution or redesign.

6. Revisit the results

Evaluate whether the decision produced the intended improvement and whether the underlying conditions are changing. Sustainability is concerned with trajectories over time, making continued evaluation important.

Start with the decision, not the metric.

Identify the dependency or impact that matters, then determine what evidence is needed to understand its condition and trajectory. The appropriate measures will differ across decisions.

Measuring What Matters

Sustainability cannot be adequately represented by one metric. The appropriate evidence depends on what the organization is trying to understand and the consequences of the decision being evaluated.

For environmental applications, relevant measures might include energy consumption, greenhouse gas emissions, water use, equipment lifecycles, or material consumption. For other Sustainability questions, useful evidence might concern supplier dependencies, workforce capability, resource availability, or the condition of systems necessary for continued operations.

Effective measurement should help leaders answer three questions:

  • What is the relevant condition? Establish the current state of the resource, relationship, dependency, or impact.

  • How is it changing? Determine whether the condition is improving, stable, deteriorating, or becoming more difficult to maintain.

  • What can the organization influence? Connect the evidence to decisions, responsibilities, and actions that can meaningfully change the outcome.

Metrics should be interpreted in context. A reduction in one measure may represent genuine improvement, a transfer of impact elsewhere, or a trade-off with another important consideration. TBM helps leaders connect measures to technology and business context so the information can support informed decisions.

Working Across Disciplines

Sustainability decisions frequently require collaboration among Technology, Finance, Procurement, Operations, Human Resources, Sustainability teams, and business leaders. Each brings different responsibilities, information, and expertise.

TBM provides a shared management context for these conversations. It helps relate specialized information to technology services, investments, ownership, consumption, and business priorities without attempting to replace the methods used by those disciplines.

Environmental, Social, and Governance (ESG) practices, GreenOps, environmental accounting, and other specialized approaches can provide important evidence and methods for particular Sustainability applications. The TBM Framework’s Connected Standards reinforce the principle that TBM works alongside complementary disciplines rather than replacing them.

For technology executives, the responsibility is to ensure consequential Sustainability information reaches technology decisions and that technology’s ability to influence Sustainability throughout the enterprise is understood.

Continue Learning: Sustainability and TBM

Explore these resources to deepen your understanding and develop practical capabilities.

Understand the Sustainability Organizational Value Driver

Organizational Value Drivers — TBM Framework

Explore how Sustainability fits within the TBM Framework and how technology decisions influence different dimensions of organizational value.

Apply TBM to environmental and ESG information

Zero to Green: A Practical Guide to ESG Through TBM

Explore a practical application of TBM to environmental and ESG-related information, including how technology cost and consumption relationships can support greater visibility and accountability.

Develop GreenOps capabilities

GreenOps Practitioner Course & Certification

Build specialized knowledge of environmental sustainability in technology operations through the Council’s partner training offering.

Connect with the Open GreenOps community

Open GreenOps Community

Explore community resources and practitioner collaboration focused on environmental sustainability in technology.

Explore complementary disciplines

Connected Standards — TBM Framework

Understand how TBM relates to specialized disciplines and practices that provide additional management methods and information.

Making Sustainability Part of Technology Management

Sustainability becomes a meaningful management consideration when leaders can recognize consequential dependencies and impacts, understand how they are changing, and incorporate that understanding into decisions.

TBM provides a foundation for doing this consistently. By connecting technology resources, services, investments, and consumers with relevant Sustainability information, organizations can move beyond isolated measures and reporting exercises toward decisions that preserve, develop, or regenerate the conditions required for continued value creation.

The objective is not to optimize every Sustainability measure independently. It is to ensure technology decisions account for their material consequences over time and contribute to organizational value in ways that can continue.

Take the Next Step

While you’re here, join the TBM Council to connect with peers and stay updated on all things TBM. Explore our communities to see how others are tackling similar challenges, or check out our Knowledge Base for frameworks, case studies, and how-to guidance. Learn more about the TBM Framework and how it supports smarter decision-making across IT and Finance. You can also attend an upcoming event, pursue training or certification, or see how our partners are contributing to this area of TBM practice.

Start Building a Practical ESG Strategy

In Zero to Green: A Practical Guide to ESG through TBM, you’ll see how organizations can move beyond ESG ambition and begin using the data they already have. This article outlines how Technology Business Management (TBM) integrates environmental metrics into cost and consumption models—enabling measurable, actionable sustainability without reinventing your operating model.

Join the TBM community: where innovators and leaders converge

The TBM Council is your gateway to a treasure trove of knowledge: think cutting-edge research papers, insightful case studies, and vibrant community forums where you can exchange ideas, tackle challenges, and celebrate successes with fellow practitioners.

We’re calling on organizations and forward-thinking individuals to dive into the TBM community. Participate in our events, engage in our discussions, and tap into a vast reservoir of knowledge. This isn’t just about networking; it’s about contributing to and benefiting from the collective wisdom in navigating the dynamic world of cloud computing.

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.


Speaker:

  • Jim Palermo, VP, CIO, Red Hat

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.


Speaker:

  • Paola Arbour, EVP & CIO, Tenet Healthcare

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.


Speakers:

  • Ashley Pettit, SVP & CIO, State Farm Insurance
  • Andy Moore, Technology Director, State Farm Insurance
  • Randy McBeath, Enterprise Technology Executive, State Farm Insurance

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.


Speaker:

  • Sunny Gupta, Co-Founder & CEO, Apptio

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.


Panelists:

  • George Maddaloni, EVP, CTO, Operations, Mastercard
  • Laura Walsh, CIO, Smithfield Foods
  • RJ Hazra, SVP & CFO, Technology & Security, Equifax
  • Moderated by Chad Doiran, Managing Director, Tech. Strategy & Advisory, Accenture

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.


Speakers:

  • Fumbi Chima, Chief Technology & Transformation Officer, BECU
  • Larry Blasko, President, Field Operations, Apptio

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.


Speakers:

  • Neal Ramasamy, CIO, Cognizant
  • Phil Alfano, Field CTO, Apptio

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.


Speakers:

  • Yuliya Oberman, Finance Director, McGraw Hill Education
  • Eileen Wade, General Manager, TBM Council

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.


Speakers:

  • Matt Yanchyshyn, GM, AWS Marketplace & Partner Engineering, AWS
  • Jack Bischof, Incoming General Manager, TBM Council

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.


Speakers:

  • Ajay Patel, COO, Apptio
  • Zubin Irani, CEO, Cprime

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.  

Session topics will include:  

  • Establishing a clear purpose and common goals that drive cross-functional understanding
  • Utilizing an adaptative governance framework to ensure accountability across all stakeholders 
  • Leveraging TBM and ServiceNow CSDM to deliver a transparent, flexible, and sustainable model in a shorter time frame
  • How bespoke logic has dramatically improved transparency of cost more than 90%


Presented by:

  • Adrian Thivy, GM, Enterprise Technology Services, Origin Energy 

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.

 

Presented by:

  • Manav Doshi, GM, Technology Solutions, Equifax 

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.

Session topics will include: 

  • Utilizing the TBM Taxonomy to align M&A practices and drive behavioural change 
  • How the right level of support sets the right culture and TBM processes
  • Driving change in the organization based on data-driven facts

Presented by: 

  • Poonam Kataria, Sr. Manager, TBM, Transport for NSW 

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. 

Session discussion topics include: 

  • A detailed view of the activities required to implement a TBM-Cloud with FinOps Journey 
  • Detail the flow of information required for each task 
  • Provide guidance on which activities should be performed when

 

Presented by:

  • Nathan Besh, TBM-Cloud Evangelist, TBM Council 

Project to Product Transition

Outcome-focused development via agile transformation

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.

Accelerating Cloud Adoption

Drive measurable outcomes with your cloud strategy

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.

Morning Sessions

A look back at 10 years of TBM leadership and community building.


Speaker:

  • Ashley Pettit, SVP & CIO, State Farm Insurance

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.


Speaker:

  • Atticus Tysen, SVP Product Development, Chief Information Security & Fraud Prevention Officer, Intuit

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.


Speakers:

  • Atticus Tyson, SVP Product Development, Chief Information Security & Fraud Prevention Officer, Intuit
  • Phil Alfano, Field CTO, Apptio

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.


Speakers:

  • Mike Brady, EVP, Technology Infrastructure, Wells Fargo
  • Nicole Holmes, EVP, CFO for Technology, Wells Fargo
  • Chad Schmidt, SVP, Technology Finance Modernization, Wells Fargo

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.


Speaker:

  • Sunny Gupta, Co-Founder & CEO, Apptio

Afternoon Sessions

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.


Speaker:

  • RJ Hazra, SVP & CFO, Technology & Security, Equifax

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: 

  • Creating a culture of ownership over cloud usage and spend
  • The most important challenges to tackle for delivering products faster while gaining financial control and predictability
  • FinOps organization structures in large and small organizations from the State of FinOps 2022 report

 


Speaker:

    • J.R. Storment, Executive Director, FinOps Foundation

In this engaging conversation, executive leaders will share both the challenges and best practices realized on their journey to embrace product-based innovation.

Session discussion topics include:

  • Achieving results as you shift from a projects-to-products innovation model
  • Maximizing CIO/CFO partnerships in this new paradigm
  • Building your innovation strategy around value streams, stable teams, and a high degree of customer centricity

Speakers:

  • John Wilson, VP, IT Costing & Performance Management, MetLife
  • Kaarina Bourquin, Director, Strategy & Portfolio Operations & Technology, The Standard
  • Moderated by Toyan Espeut, Chief Customer Officer, Apptio

Session abstract coming soon


Speakers:

    • Brendan Kinkade, VP, Build ISV, Technology & Hybrid Cloud, IBM
    • Moderated by Phil Alfano, Field CTO, Apptio Foundation

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.

Session discussion topics include:

  • Fundamentals of proper support and sponsorship across key stakeholders
  • Demonstrating how and why TBM is core to strategy and a digital operating model
  • Developing, educating, and enabling your core team
  • Implementing or enhancing the necessary TBM processes

Speakers:

    • Jeri Koester, CIO, Marshfield Clinic Health System
    • Latrise Brissett, Managing Director, Global IT, Accenture
    • Leslie Scott, VP & CIO, IT Enterprise Services, Stanley Black & Decker
    • Moderated by Jason Byrd, Managing Director, Technology Strategy & Advisory, Accenture