Knowledge Base
Core documents and site pages that define the foundational models, taxonomy, and structure of TBM.
Article contents
TBM Adoption
Materials that support the launch, education, and early adoption of TBM.
- Building a Path to Digital Success for the C-suite and Corporate Board (download)
- Certified TBM Executive (page)
- Finance for Technology Professionals [training] (page)
- High Impact Use Cases (download)
- How Insurance Companies are Leveraging TBM (download)
- Initiating Virtuous Cycles with TBM (download)(YouTube)
- Intelligent Cloud Adoption: Optimizing Cloud Decision Making with TBM (download)
- Let’s Talk TBM: Pain Points, Progress & Practical Advice for Technology Finance Leaders (YouTube)
- Managing the Financials of Agile Teams: Solutions for Budgeting, Forecasting, and Capitalizing Agile Delivery Costs (download)
- Mastering Technology Business Management Adoption: Roles & Responsibilities (download)(YouTube)
- Navigating the Foundations of Technology Business Management (YouTube)
- Organizational Change Management for TBM (page)
- Risk & Security (page)
- Software & Service Providers (page)
- State of TBM (page)
- Strategic Business Case and Cost Benefit Analysis Template (community content)
- TBM & Agile (page)
- TBM & Cloud (page)
- TBM & FinOps: A Guide for Connecting FinOps Teams, Data, and Insights to TBM for Comprehensive Technology Financials (download)
- TBM & ITFM (page)
- TBM Adoption (page)
- TBM Agile Primer [training] (page)
- TBM By Design (download)(YouTube)
- TBM Cloud Primer [training] (page)
- TBM Executive Primer [training] (page)
- TBM First Steps Guide: Building Strategic Alignment Between IT and Finance (download)
- TBM for Labor (page)
- TBM Foundations: The Data Behind the Decisions (YouTube)
- TBM Framework (page)
- TBM Modeling: Cost Allocations (page)
- TBM Modeling: Data for TBM (page)
- TBM Modeling: KPIs & Metrics (page)
- TBM Modeling: Mapping Budget to Cost Pools (page)
- TBM Modeling: Mapping Financials to Cost Pools (page)
- TBM Modeling: Mapping to Resource Towers (page)
- TBM Salary Survey (page)
- TBM Taxonomy (page)
- TBM Taxonomy Extensions (page)
- TBM Taxonomy Migration Guide (page)
- Technology for Finance Professionals [training] (page)
- The Cloud Reality Check: Driving Intelligent and Sustainable Cloud Strategies (download)
- The TBM Executive Overview (download)
- Top Five Best Practices for Successful TBM Adoption (download)
Maturity
Resources to evaluate and optimize your TBM practice and reporting maturity.
- CFO of IT (page)
- Connected Standards (page)
- Ecosystem Membership (page)
- Evolving the CFO of IT Competency Model (download)
- High Impact Use Cases (download)
- History of the TBM Council (page)
- Hot Topics (page)
- Initiating Virtuous Cycles with TBM (download)(YouTube)
- Let’s Talk TBM: Pain Points, Progress & Practical Advice for Technology Finance Leaders (YouTube)
- Mastering Technology Business Management Adoption: Roles & Responsibilities (download)(YouTube)
- Organizational Change Management for TBM (page)
- Organizational Value Drivers (page)
- Pulse Surveys (page)
- TBM Salary Survey (page)
- Standard Membership (page)
- State of TBM (page)
- Strategy Communities (page)
- TBM & Agile (page)
- TBM By Design (page)
- TBM & ITFM (page)
- TBM Adoption (page)
- TBM Agile Primer [training] (page)
- TBM Ambassadors Program (page)
- TBM By Design (download)(YouTube)
- TBM Cloud Primer [training] (page)
- TBM Ecosystem (page)
- TBM Foundations (page)
- TBM Model (page)
- TBM Modeling (page)
- TBM Modeling: KPIs & Metrics (page)
- TBM Modeling: Mapping to Resource Towers (page)
- TBM Outcomes (page)
- TBM Taxonomy Extensions (page)
- TBM Taxonomy Migration Guide (page)
- TBM: Moving Beyond Costs (download)
- TBM for AI (page)
- TBM for Sustainability (page)
- The Power of TBM: Optimizing Operations for the C-Suite (YouTube)
- The TBM Maturity Assessment – Whitepaper (download)
- Transitioning From Time Cards to Agile Labor Management (page)
Research & Case Studies
Evidence and examples from the field—practitioner insights, industry implementations, and award winners.
- A Decade of TBM: The Journey of First American (YouTube)
- Case Studies (page)
- EDF Energy Delivers Defensible IT Recharging Across the Cloud and Traditional IT Services With TBM (download)
- History of TBM and the TBM Council (page)
- How Insurance Companies are Leveraging TBM (download)
- How John Deere Developed Sustainable Product Costing with TBM (page)
- How TBM & Product TCO Helped Lowe’s Modernize their Annual Investment Planning Process (page)
- How Transport for NSW Completed the Largest Merger of TBM Practices & Tools Within 6 Months (page)
- How UBS Is Using TBM and FinOps to Successfully Enable Their Cloud Journey (page)
- How the US Secret Service Uses TBM to Drive Significant Time Savings (page)
- How Wells Fargo & Lowe’s Align Infrastructure & ITSM to Organizational Value Drivers (YouTube)
- Investment Transparency with TBM Leads to Optimized Spend at National Grid (page)
- Leveraging TBM Tools & Processes to Drive Service Excellence at BNY Mellon (page)
- Liberty Mutual Transitions to Agile Delivery, Achieves IT Cost Transparency, and Accelerates Cloud Migration (download)
- MassMutual Uses Cost Transparency and Consumption-Driven Metrics to Accelerate Digital Transformation (download)
- Operationalizing Technology Business Management Cisco’s Playbook for IT Services Transformation (download)
- Re-imagining Work: Enabling Better Decision-Making for Greater Product Profitability and Increased Feature Velocity (download)
- Salary Survey (page)
- State of TBM (page)
- State of TBM 2021 (page)
- State of TBM 2022 (page) (download)
- State of TBM 2023 (page) (download)
- State of TBM 2024 (page) (download)
- State of TBM 2025 (page)
- TBM Awards (page)
- TBM Helps Commonwealth Bank of Australia with Tech Costs (download)
- Transport NSW Maximizes Cloud Costs, Performance, & Service Experience with TBM (page)
TBM Framework
Core documents and site pages that define the foundational models, taxonomy, and structure of TBM.
- Connected Standards (page)
- TBM & FinOps (page)
- History of TBM and the TBM Council (page)
- Organization Value Drivers (page)
- TBM & FinOps: A Guide for Connecting FinOps Teams, Data, and Insights to TBM for Comprehensive Technology Financials (download)
- TBM Foundations – Change (page)
- TBM Foundations – Data (page)
- TBM Foundations – Methods (page)
- TBM Foundations – Roles (page)
- TBM Foundations – Tools (page)
- TBM Foundations (page)
- TBM Integration with ServiceNow® CSDM (page)
- TBM Model (page)
- TBM Outcomes (page)
- TBM Taxonomy and NIST (page)
- TBM Taxonomy (page)
- Taxonomy Extensions (page)
- Technology Business Management – The Four Value Conversations CIOs Must Have With Their Businesses (download)
- The Original TBM Framework (v1) (page)
Executive Briefings & Strategic Summaries
High-level resources designed to build executive understanding and support decision-making.
- 2024 State of TBM (download)
- Building a Path to Digital Success for the C-Suite and Corporate Board White Paper (download)
- CFO of IT (page)
- TBM Executive Foundation [certification] (page)
- Corporate Partnerships (page)
- Executive Membership (page)
- High Impact Use Cases (download)
- Initiating Virtuous Cycles with TBM (download)
- TBM & AI (page)
- TBM & FinOps (page)(download)
- TBM & ITFM (page)
- TBM & Sustainability (page)
- TBM By Design (download)
- TBM Executive Overview (download)
- TBM: Unleash Technology’s Business Value (download)
- The Cloud Reality Check: Driving Intelligent and Sustainable Cloud Strategies (download)
- The TBM Ecosystem (page)
- The TBM Framework (page)
- Top Five Best Practices for Successful TBM Adoption: Recommendations from the TBM Council Adoption & Maturity Strategy Community (download)
- What is TBM? (page)
Hot Topics
Explore TBM across specific focus areas, aligned to current strategic and operational domains.
Agile
Cloud
- EDF Energy Delivers Defensible IT Recharging Across the Cloud and Traditional IT Services With TBM (download)
- How UBS Is Using TBM and FinOps to Successfully Enable Their Cloud Journey (download)
- Hybrid Cloud Operations (page)
- Intelligent Cloud Adoption: Optimizing Cloud Decision Making with TBM (download)
FinOps
- FinOps (page)
- TBM & FinOps: A Guide for Connecting FinOps Teams, Data, and Insights to TBM for Comprehensive Technology Financials (download)
- Intersection of TBM & FinOps: Perspectives from Finance and Business Practitioners (download)
- State of TBM (page)
- TBM Cloud Primer [training] (page)
- TBM Taxonomy & NIST (download)