TBM Council Content Creation Guide

A 6-Step Process for aligning your ideas with the TBM Framework

Introduction: A New Approach to TBM Council Content

Beginning in 2026, all TBM Council content must be intentionally anchored to the TBM Framework. Content will not be accepted as standalone topics. Each submission must clearly strengthen a defined Framework element, be written for a specific persona, and be positioned for a lifecycle stage.

This guide defines the structural discipline required before submitting content for review.

Your idea comes first. The Framework provides the structure through which that idea is positioned within the Council’s content ecosystem.

Every proposal must be intentionally positioned using the six steps outlined below.

At the center of this evolution is the TBM Framework, which provides a comprehensive structure for understanding Technology Business Management adoption, implementation, and outcomes. It connects strategy to execution, technology to business value, and data to decision-making.

Moving forward, the TBM Framework will serve as the organizing structure for all TBM Council content. Rather than developing content as standalone topics, contributors will anchor their work to specific elements of the Framework and tailor it to clearly defined audiences.

This approach ensures that:

  • Content fits into a cohesive, navigable ecosystem rather than existing in isolation
  • Readers can easily find material relevant to their role and maturity level
  • Each new contribution strengthens the overall Framework rather than fragmenting it
  • Gaps in guidance become visible and can be intentionally filled

Equally important, all content will be developed with a specific persona in mind. This ensures that guidance is contextual, actionable, and written at the appropriate level of depth for its intended audience.

Every topic—whether focused on cloud, AI, cybersecurity, labor, or financial management—can be framed through the TBM Framework. Your content does not need to be explicitly “about” the Framework to align with it. Instead, contributors are asked to contextualize their topic within a relevant Framework element so readers understand where it fits within their TBM journey.

Contextualizing your topic means identifying the specific part of the TBM Framework your content advances or strengthens. In practice, this requires asking:

  • Does this topic primarily address business impact or measurable value? It may align to an Organizational Value Driver.
  • Does it improve a specific TBM capability such as transparency, alignment, benchmarking, or optimization? It may align to a TBM Outcome.
  • Is it focused on the structure of cost and consumption modeling, taxonomy design, allocations, or reporting mechanics? It likely aligns to the TBM Model layer.
  • Does it address governance, change management, roles, methods, tools, or data stewardship and data quality practices? It may align to the Foundations layer.
  • Does it integrate TBM with another discipline such as FinOps, Agile, NIST, or ITSM? It may align to Connected Standards.

This exercise is not about forcing artificial connections. It is about expressing your idea through a Framework lens so the audience understands how it supports adoption, maturity, or business value. When properly contextualized, even highly technical or highly strategic topics become part of a coherent ecosystem rather than standalone discussions.

In short: your idea comes first. The Framework provides the structure through which that idea is communicated and positioned.

Required Content Information

To ensure every contribution strengthens and aligns with the TBM Framework, all content proposals must include the required positioning values outlined below. These are not administrative fields—they are structural decisions that determine how your content fits within the broader TBM ecosystem. Each step builds on the previous one, beginning with clarity of idea and progressing through audience, Framework alignment, depth, and lifecycle context. Completing these steps in order ensures your proposal is coherent, intentional, and ready for review.

Expand the items below to explore the steps for preparing your content idea.

1. Define Your Content Idea

Before selecting a persona, Framework element, Content Tier, or Lifecycle Stage, begin with your idea.

Most contributors do not start with the Framework — they start with a topic, an experience, a challenge, or a question. That is expected and encouraged. The purpose of this guide is not to constrain creativity, but to ensure that strong ideas are positioned clearly within the TBM Framework.

Begin by writing a one-sentence description of your proposed content. This sentence should clearly state:

  • The topic you want to address
  • The problem or opportunity it relates to
  • The perspective you intend to take

For example:

  • “I want to explain how organizations can manage AI spending using TBM principles.”
  • “I want to provide guidance on migrating from TBM Taxonomy v4.0 to v5.0.”
  • “I want to describe how executives can use TBM insights to drive better investment decisions.”
  • At this stage, do not worry about alignment fields. Focus on clarity of intent.

Once your idea is clearly stated, the next steps involve positioning that idea within the TBM Framework and selecting the appropriate audience, Tier, and Lifecycle Stage. The Framework does not replace your idea — it provides the structure through which your idea is expressed and integrated into the Council’s content ecosystem.

Once your content idea is clearly defined, the next step is to determine which element of the TBM Framework your content advances.

This is the primary structural decision in the submission process.

The TBM Framework is the organizing architecture for all Council content. Selecting a Framework element is not a labeling exercise—it establishes the lens through which your topic will be expressed. Your chosen element defines the scope, vocabulary, boundaries, and intended impact of your content.

Ask yourself:

  • What specific capability, value, or structural component of TBM does this idea strengthen?
  • If this content were removed, which part of the Framework would be less complete?
  • Is this topic about business value, measurable TBM capabilities, model construction, foundational enablement, or cross-disciplinary integration?

Expand the categories below to identify the framework element that best aligns with your content idea.

Your topic does not need to explicitly mention the Framework. However, it must clearly strengthen one defined element of it.

If your proposal cannot be confidently anchored to a specific Framework element, it is likely too broad or insufficiently defined. Refine the idea before proceeding.

Select one primary Framework element. While your content may touch others, it must have a single structural anchor. Specific subject-matter topics such as Cloud, AI, Cybersecurity, Labor, or Sustainability will be captured later through content tags; at this stage, focus on selecting the structural Framework element your idea advances.

With your Framework element selected, the next step is to determine the appropriate Content Tier.

Tier defines the depth, level of instruction, and expected outcome of your content. It establishes how far the reader should be able to progress after engaging with your material. This is a structural decision that directly shapes scope, level of detail, and writing approach.

Select the Tier that reflects what your content will enable the reader to do—not simply what it will describe.

Use the following guidance:

Tier 1 – Awareness / Orientation

Select Tier 1 if your content introduces a concept, trend, or capability at a high level.

Tier 1 content answers:

  • What is this?
  • Why does it matter?
  • Where does it fit within TBM?

It does not explain mechanics, prescribe steps, or assume prior TBM knowledge. The outcome is increased awareness and conceptual understanding—not action.

Tier 2 – Understanding / Evaluation

Select Tier 2 if your content explains how something works in principle.

Tier 2 content answers:

  • How does this generally function?
  • What are the key components or considerations?
  • What tradeoffs or decisions are involved?

It may discuss structure, models, or approaches, but it does not provide prescriptive, step-by-step execution guidance. The outcome is informed evaluation and readiness—not implementation.

Tier 3 – Execution / Implementation

Select Tier 3 if your content enables tangible action.

Tier 3 content answers:

  • What exactly should be done?
  • In what sequence?
  • With what inputs and outputs?

Tier 3 material includes defined steps, required inputs, expected outputs, examples, and clear implementation guidance. It assumes baseline TBM knowledge and often targets specific practitioner roles. The outcome is a built capability, modified model, or operational change.

When selecting a Tier, be disciplined. If your outline contains step-by-step instructions, it is Tier 3. If it only explains structure without prescribing action, it is Tier 2. If it introduces ideas without operational detail, it is Tier 1.

Choose one Tier only. While your content may briefly reference concepts from other levels, it must have a single depth objective.

Selecting the correct Tier ensures consistency across the Council’s content ecosystem and prevents mismatched expectations between reader and author.

With your Framework element and Content Tier defined, the next step is to select the primary persona for whom the content will be written. All TBM Council content must be developed with one clearly defined audience in mind. Your selected persona determines:

  • The level of abstraction
  • The assumptions about prior knowledge
  • The framing of value
  • The types of examples used
  • The decisions emphasized
  • The tone and vocabulary

While your content may be useful to multiple audiences, it must be written for one primary persona.

Ask yourself:

  • Who is responsible for acting on the insight provided?
  • Who owns the capability or decision this content supports?
  • Who would most directly benefit from this guidance?

Select the persona from the list below that represents the primary decision-maker, operator, or stakeholder for the topic you are addressing.

For example:

  • Content aligned to Organizational Value Drivers may often target executive roles.
  • Content focused on TBM Model construction or taxonomy migration may target TBM Administrators or Analysts.
  • Content addressing change adoption may target TBM Practice Leads or Change Managers.
  • Integration with Connected Standards may target Solution Owners or cross-functional leaders.

Do not select a persona based on who might find the topic interesting. Select the persona based on who must understand or act on the content.

Choose one primary persona only. Secondary audiences may be acknowledged within the content, but the structure and perspective must consistently reflect the selected primary audience.

Selecting the correct persona ensures clarity, focus, and alignment across the Council’s content ecosystem and prevents diluted or overly generalized material.

The final positioning decision is to identify whether your content aligns to the Adoption or Maturity stage of the TBM Lifecycle.

Lifecycle Stage defines the assumed state of the organization engaging with your content. It clarifies whether the guidance is intended to help establish TBM capabilities or to expand and refine them.

This decision influences:

  • The level of assumed TBM maturity
  • The examples used
  • The sophistication of integration discussed
  • The type of outcomes emphasized

Select the stage that reflects the readiness and capability level of the intended audience—not simply the topic itself.

Adoption

Select Adoption if your content is intended to help organizations:

  • Understand foundational TBM concepts
  • Establish governance or operating structures
  • Stand up a TBM practice
  • Build or launch an initial TBM model
  • Gain initial transparency and alignment

Adoption content assumes limited or emerging TBM capabilities. It focuses on establishing structure, clarity, and baseline effectiveness.

Maturity

Select Maturity if your content is intended to help organizations:

  • Expand or refine an existing TBM model
  • Improve data quality, automation, or integration
  • Extend TBM into new domains or disciplines
  • Optimize decision-making using established capabilities
  • Increase measurable business impact

Maturity content assumes that a functioning TBM practice and model already exist. It focuses on enhancement, sophistication, and scaled value realization.

If your proposal assumes that baseline TBM capabilities are already operational, it is Maturity. If it is helping readers build or formalize those capabilities, it is Adoption.

Select one Lifecycle Stage only. While your topic may be relevant across stages, your content must be positioned for a specific level of organizational readiness.

Clear Lifecycle positioning ensures that readers engage with content appropriate to their TBM journey and prevents misalignment between expectation and guidance.

After completing the required structural positioning steps above, you may select one or more content tags that further describe the subject matter of your proposal.

Tags are optional and serve as secondary descriptors. They enhance discoverability and help identify themes that cut across Framework elements, personas, and lifecycle stages.

Tags do not replace Framework alignment. They are not structural anchors. They provide additional clarity about specific themes, domains, or focus areas that are important within the TBM Council ecosystem.

The approved tag list includes:

These tags reflect recurring themes and strategic focus areas within the TBM Council. Select tags only when they meaningfully describe the content you are proposing.

For example:

  • A paper on integrating TBM with FinOps may align structurally to Connected Standards while also carrying the tags Cloud/Hybrid and Agile.
  • A technical guide on TBM Model construction may include the tags Modeling and Taxonomy.
  • An executive piece focused on business impact may include the tag Value.

Avoid selecting tags for visibility purposes alone. Only choose those that accurately represent the primary subject matter of your content.

Tags provide additional context and thematic grouping. Structural alignment, however, is determined by the Framework element, Tier, Persona, and Lifecycle Stage selected in the required steps above.

From Idea to Abstract: Worked Examples

The following examples demonstrate how a content idea is transformed into a structured TBM Council proposal using the six required positioning steps.

Each example begins with a simple seed idea. That idea is then refined, anchored to a specific Framework element, assigned a Content Tier, positioned for a primary persona, aligned to a Lifecycle Stage, and optionally tagged. The final result is a concise abstract suitable for Council review.

These examples are illustrative. They are not templates to be copied verbatim. Instead, they model the discipline of moving from an initial concept to a clearly positioned content pitch that fits within the TBM Framework and the Council’s broader content ecosystem.

AI TCO

Seed Idea

“AI TCO”

Step 1 – Define the Content Idea

Refined Idea:
Explain how organizations can calculate and manage the total cost of ownership (TCO) of AI initiatives using TBM principles.

This clarifies:

  • Topic: AI total cost of ownership
  • Problem: Lack of visibility into full AI costs
  • Perspective: TBM-enabled cost discipline

Step 2 – Select the Target Framework Element

Framework Element: Organizational Value Drivers → Financial Performance

Justification:
AI TCO is fundamentally about financial impact. While modeling mechanics may be involved, the primary objective is understanding cost, investment discipline, and financial return. Therefore, the structural anchor is Financial Performance.

Step 3 – Determine the Content Tier

Tier: Tier 2 – Understanding / Evaluation

Justification:
The goal is to explain how AI TCO should be evaluated and structured, not to provide step-by-step modeling instructions. The outcome is improved executive evaluation capability, not implementation guidance.

Step 4 – Identify the Target Persona

Persona: CFO

Justification: 

The CFO is accountable for capital allocation and cost discipline. While CIOs may also care, the financial framing makes CFO the primary decision-maker.

Step 5 – Select the Lifecycle Stage

Lifecycle Stage: Maturity

Justification:
This content assumes the organization already has TBM cost transparency and is extending its financial discipline into AI. It builds upon existing TBM capability rather than establishing it.

Step 6 – Select Content Tags (Optional)

  • Artificial Intelligence
  • Value

Resulting Abstract

This paper explains how CFOs can use TBM principles to evaluate and manage the total cost of ownership (TCO) of AI initiatives. As organizations expand AI investments, costs extend beyond infrastructure to include data preparation, model training, governance, security, and ongoing optimization.

Grounded in the Financial Performance value driver, this content outlines how TBM transparency and cost modeling enable disciplined AI investment decisions. It describes the cost categories that should be included in AI TCO, the financial risks of incomplete visibility, and how TBM capabilities support capital allocation and performance evaluation.

This paper equips finance leaders with a structured framework for assessing AI financial impact and ensuring AI investments align with enterprise financial objectives.

Seed Idea

“TBM Adoption Guide”

Step 1 – Define the Content Idea

Refined Idea:
Provide a practical guide for organizations beginning their TBM journey, outlining the steps required to establish a TBM practice and stand up an initial TBM model.

This clarifies:

  • Topic: Adoption guidance
  • Problem: Organizations struggle to start TBM effectively
  • Perspective: Structured implementation roadmap

Step 2 – Select the Target Framework Element

Framework Element: Foundations – Change

Justification:
Although TBM adoption involves modeling and data, the primary challenge in early TBM efforts is organizational change: governance, stakeholder alignment, operating model definition, and leadership sponsorship. This content strengthens the Change element within Foundations rather than focusing on modeling mechanics.

Step 3 – Determine the Content Tier

Tier: Tier 3 – Execution / Implementation

Justification:
An adoption guide must provide actionable guidance: recommended sequence of steps, required roles, governance structures, milestones, and expected outputs. The reader should be able to launch or formalize a TBM practice after following the guidance.

Step 4 – Identify the Target Persona

Persona: TBM Practice Lead

Justification:
The Practice Lead is responsible for coordinating stakeholders, defining operating models, and driving implementation. While executives may sponsor TBM, the Practice Lead operationalizes it.

Step 5 – Select the Lifecycle Stage

Lifecycle Stage: Adoption

Justification:
The purpose of this content is to help organizations establish TBM capabilities. It assumes limited existing maturity and focuses on foundational setup.

Step 6 – Select Content Tags (Optional)

  • Adoption
  • Framework
  • Tools

Resulting Abstract

This guide provides TBM Practice Leads with a structured roadmap for launching and formalizing a TBM practice. Anchored in the Change element of the TBM Foundations layer, it outlines the organizational, governance, and operating model decisions required to establish sustainable TBM capabilities.

The guide walks through recommended phases of adoption, including stakeholder alignment, role definition, data sourcing, model scoping, and executive engagement. It clarifies required inputs, expected outputs, and practical milestones to help organizations transition from concept to operational TBM practice.

Designed for organizations at the beginning of their TBM journey, this guide enables structured adoption and reduces the risk of fragmented or stalled implementation efforts.

Seed Idea

“My company saved X dollars using TBM to track service costs.”

Step 1 – Define the Content Idea

Refined Idea:
Describe how a company achieved measurable cost savings by improving visibility into service costs through TBM.

This clarifies:

  • Topic: Real-world savings
  • Problem: Lack of service cost transparency
  • Perspective: Case-based insight

Step 2 – Select the Target Framework Element

Framework Element: TBM Outcomes – Transparency

Justification:
While cost savings relate to Financial Performance, the mechanism that enabled savings was improved cost transparency. This content strengthens the Transparency outcome by demonstrating its real-world impact.

The structural anchor is the capability (Transparency), not the financial result itself.

Step 3 – Determine the Content Tier

Tier: Tier 1 – Awareness / Orientation

Justification:
A case-based narrative demonstrating impact is designed to build awareness and credibility. It introduces the value of TBM capabilities rather than teaching implementation mechanics.

The outcome is increased interest and executive buy-in—not replication steps.

Step 4 – Identify the Target Persona

Persona: Executive Sponsor

Justification:
Executive Sponsors are responsible for funding and advocating TBM initiatives. A high-level impact story reinforces the strategic value of TBM investment.

Step 5 – Select the Lifecycle Stage

Lifecycle Stage: Adoption

Justification:
This content is designed to encourage organizations considering TBM adoption by demonstrating tangible results. It supports early-stage momentum and executive sponsorship.

Step 6 – Select Content Tags (Optional)

  • Value
  • Use Cases

Resulting Abstract

This case study illustrates how improved service cost transparency enabled measurable cost savings within a large enterprise. Anchored in the Transparency outcome of the TBM Framework, the story demonstrates how visibility into service-level cost drivers allowed leadership to identify inefficiencies, rationalize consumption, and make informed optimization decisions.

Designed for Executive Sponsors evaluating the impact of TBM, this example highlights the strategic value of structured cost transparency and reinforces the role of TBM in driving financial discipline and operational insight.

By connecting capability to measurable outcome, this case demonstrates how Transparency serves as a catalyst for broader financial and operational improvement.

Seed Idea

“Developing KPIs to support the Optimization Outcome.”

Step 1 – Define the Content Idea

Refined Idea:
Provide guidance on defining and implementing KPIs that measure and drive the Optimization outcome within the TBM Framework.

This clarifies:

  • Topic: KPI development
  • Problem: Organizations struggle to measure optimization impact
  • Perspective: Structured KPI framework aligned to TBM

Step 2 – Select the Target Framework Element

Framework Element: TBM Outcomes – Optimization

Justification:
This content directly strengthens the Optimization outcome by defining how it is measured and operationalized. The structural anchor is the capability itself, not financial impact or modeling mechanics.

Step 3 – Determine the Content Tier

Tier: Tier 2 – Understanding / Evaluation

Justification:
If the content explains KPI categories, measurement logic, leading vs. lagging indicators, and evaluation principles—without prescribing exact formulas or step-by-step implementation—it aligns to Tier 2.

The objective is to enable informed KPI design, not to deliver a build-ready technical specification.

(If the content were to include specific data fields, formulas, and implementation sequence, it would shift to Tier 3.)

Step 4 – Identify the Target Persona

Persona: TBM Analyst

Justification:
TBM Analysts are responsible for producing reporting, metrics, and analytical insights. They are the operational owners of KPI definition and monitoring.

Step 5 – Select the Lifecycle Stage

Lifecycle Stage: Maturity

Justification:
Optimization KPIs assume that baseline transparency and alignment already exist. This content enhances an established TBM capability rather than initiating one.

Step 6 – Select Content Tags (Optional)

  • Use Cases
  • Value
  • Modeling

Resulting Abstract

This paper provides TBM Analysts with a structured approach to defining KPIs that support the Optimization outcome within the TBM Framework. As organizations mature their TBM practices, the ability to measure optimization impact becomes critical to sustaining credibility and driving continuous improvement.

Anchored in the Optimization outcome, this content outlines categories of performance indicators, the relationship between cost transparency and optimization measurement, and considerations for balancing financial, operational, and strategic metrics.

Designed for organizations with established TBM capabilities, this paper enables more disciplined measurement of optimization impact and supports data-driven improvement initiatives.

Seed Idea

“An executive’s guide to getting the most out of your TBM Office.”

Step 1 – Define the Content Idea

Refined Idea:
Provide guidance for senior executives on how to effectively leverage their TBM Office to drive business alignment and measurable value.

This clarifies:

  • Topic: Executive engagement with the TBM Office
  • Problem: Underutilization or unclear expectations of TBM capability
  • Perspective: Strategic leadership guidance

Step 2 – Select the Target Framework Element

Framework Element: TBM Outcomes – Alignment

Justification:
The core objective is improving executive alignment between technology investments and business priorities. While governance and roles may be discussed, the structural capability being strengthened is Alignment.

The anchor is the outcome achieved through the TBM Office—not the office structure itself.

Step 3 – Determine the Content Tier

Tier: Tier 1 – Awareness / Orientation

Justification:
This content is designed to frame expectations, clarify value, and reinforce executive behaviors. It does not provide implementation mechanics or operational steps. The outcome is improved executive understanding and engagement—not structural change execution.

(If the content prescribed governance structures and accountability models in detail, it could shift to Tier 2.)

Step 4 – Identify the Target Persona

Persona: Executive Sponsor

Justification:
Executive Sponsors are accountable for ensuring TBM delivers business value. The content is written from a leadership perspective and assumes strategic authority rather than operational responsibility.

Step 5 – Select the Lifecycle Stage

Lifecycle Stage: Maturity

Justification:
This content assumes a functioning TBM Office already exists. The objective is to maximize its impact, not establish it.

Step 6 – Select Content Tags (Optional)

  • Value
  • Framework
  • Community

Resulting Abstract

This executive guide outlines how senior leaders can maximize the impact of their TBM Office to drive stronger alignment between technology investments and enterprise strategy. Anchored in the Alignment outcome of the TBM Framework, the paper clarifies the executive role in shaping expectations, reinforcing accountability, and translating TBM insights into strategic decisions.

Rather than focusing on operational mechanics, this guide emphasizes leadership behaviors, governance engagement, and performance review practices that ensure the TBM Office operates as a strategic partner.

Designed for Executive Sponsors in organizations with established TBM capabilities, this paper strengthens executive alignment and reinforces the connection between technology transparency and business value realization.

Using AI to Develop TBM Council Content

AI can be a powerful tool for accelerating content development. When used thoughtfully, it can help structure ideas, improve clarity, and speed drafting.

However, alignment with current TBM Council guidance is critical.

If you use AI, following the guidance below will significantly reduce review cycles and rework. Ignoring it often leads to inaccuracies, misalignment with Council standards, and additional back-and-forth during the editorial process.

Recommended References

Provide your AI with authoritative TBM Council sources, including:

These references give your AI the context it needs to align with current Council thinking, terminology, and structure.

Contributors remain responsible for the accuracy of their content, regardless of whether AI is used. AI should be treated as a drafting assistant—not a source of truth.

Using the recommended references ensures your content reflects the latest TBM Framework and Taxonomy guidance and helps avoid inconsistencies that slow the overall development process.

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