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TBMとは？

テクノロジー・ビジネス・マネジメント（TBM）は、テクノロジー投資をビジネス価値に変換する一貫した方法を提供することで、ビジネス成果を向上させる方法論です。

TBMカウンシルの会員、Intuit社の アティカス・タイセンがTBMと現代のデジタルビジネスにおけるその重要な役割を説明します。

財務およびテクノロジーのリーダーは、技術スタック、デリバリー、開発モデルに関係なく、技術投資の包括的な可視性、計画、請求、ベンチマーキング、最適化を必要としています。

ファイナンス部門には

ERPを

人事部門には

HCMを

営業部門には

CRMを

マーケティング部門には

RPMを

テクノロジー（IT）部門には

TBMを

技術、財務、ビジネスリーダーが使用できる標準的なタクソノミー（分類体系）基準に基づき、TBMは市場の動的変化に迅速に対応し、データドリブンの意思決定を行い、共通のビジネス目標に組織を合わせることができます。

TBMを活用することで、IT部門のリーダーは組織に大きな影響を与える成果を生み出すことができます。

財務管理

  • 3〜5%の予算最適化
  • リアルタイムでの意思決定と洞察の提供

クラウド変革

  • 移行決定を25%速める
  • マルチクラウド/SaaSを30%最適化

デジタルイノベーション

  • キャパシティプランニング時間を80%短縮
  • 大規模における継続的な製品提供

なぜTBMが必要なのか？

テクノロジーの進化のペースが加速している…

業界をリードするトップ10%の企業は、月単位ではなく週単位で市場機会を見極め、迅速に予算を組み直しています。

しかし、多くのテクノロジーおよび財務リーダーは、テクノロジー投資とデジタルイノベーションの価値を包括的に把握することに苦心しています。

TBM導入前
TBM導入後
  • クラウド移行戦略の妥当性評価
  • クラウド利用の無計画な拡大と予想外のコスト急増
  • SaaSベンダーの重複と過剰なライセンス契約

  • 真に価値あるイノベーションへの投資が困難

  • 成果よりも作業量に基づく人件費配分の慣習
  • 優先順位変更時のリソース再配分の遅れ
  • 「運用費」過多によるイノベーション予算の枯渇
  • 人件費や設備費などの「全体的な」コスト把握の欠如
  • ビジネス部門による無制限・無償のテクノロジー利用
  • 長期化する計画立案と急速な陳腐化

課題

テクノロジー支出の不透明性
既存システムの処理速度不足
根拠に乏しい意思決定
ポートフォリオ管理の混乱

テクノロジー投資とビジネス価値の関連付けの困難

企業や組織は、テクノロジーへの投資がどのようにビジネス価値を生み出すのかを明確に示す必要があります。つまり、クラウドサービスの利用料、データセンターへの投資、外部ソフトウェアの購入、開発者の人件費といった支出が、実際にビジネスにとって重要な成果にどのようにつながるのかを考え、説明できなければなりません。

1

まず、企業が採用しているか採用したい実践や運用モデルを考慮する必要があります。これらは組織にとって重要なビジネス成果に影響を与えます。例えば、FinOpsを採用している企業は単位経済性を気にするでしょう。製品指向の運用モデルに移行している組織は製品のTCOを気にするでしょう。ビジネスの運営方法は、マップを構築する際に考慮されなければなりません。

2

組織は、テクノロジー資産と関与する人々の両方を含むすべてのリソースを収集する必要があります。人々は通常、組織のテクノロジー支出の大きな部分を占めるため、これをフレームワークに含めることが重要です。

3

組織はこれらのリソースを実際のソリューションにマッピングする必要があります - これらは組織が構築または維持するものです。選択された運用モデルに応じて、ソリューションはスタンドアロンのアプリ、内部および外部の顧客が使用するサービス、または製品である場合があります。

4

最も重要なステップは、これらのソリューションを望ましいビジネス成果に結びつけることです。この最後のステップがなければ、ビジネスリーダーがテクノロジー投資が価値があるかを理解することは依然として困難です。ビジネス成果に結びつけることで、共通の理解と意思決定のための共通のデータセットが可能になります

クラウド採用を加速させたいですか？

TBMはクラウド戦略の効果を数値化し、明確な成果を上げることができます。

詳細を見る

プロジェクト型からプロダクト型への転換を検討中ですか？

TBMはアジャイル変革を通じて成果重視の開発を促進します。

詳細を見る

使用に応じて公平にコストを配分する

TBMの効果を最大限に活かすには、組織はコストの公平な配分方法を身につける必要があります。その際、各要素の利用状況や他の要素との関連性を考慮し、コストを負担する人々に対して説明できる方法を選ぶことが大切です。まずは、サービスがどのような構成になっているかを把握することから始めましょう。

(Hover over diagram to pause)

1
2
3
4

この例では、架空の小売製品会社がモバイル注文機能のコスト構成を理解する必要があります。

モバイル注文のビジネス機能は、複数の異なるソリューションの要素で構成されています。コストを公平に配分するため、組織は運用指標を使用して、モバイル注文機能が消費する基盤ソリューションのコストの一部を割り当てます。

次に、各ソリューションはさまざまな技術と人材リソースで構成されています。ここでも、組織は運用指標を使用して、消費に応じて基盤リソースのコストの一部をソリューションに配分します。

最後に、各リソースにはさまざまな種類のコストが発生します。組織は簡単なルールを使って、発生したコストをサポート対象のリソースに配分します。

テクノロジーコストの標準化されたタクソノミー（分類体系）に基づく

“テクノロジーアーキテクチャの複雑さと多様性により、すべての企業が自社の範囲内の要素を説明するのに独自の用語や専門用語を使用しています。これにより、ベストプラクティスの配分方法を採用したり、業界全体で効率性の比較を行ったりすることが非常に困難になっています。
そのため2014年に、TBMカウンシルはコスト構造の命名と整理における推測を排除するためにTBMタクソノミー（分類法体系）を標準化しました。TBMタクソノミーは、財務的視点からテクノロジー的視点、そしてビジネス向けの視点へと、各対象者にとって意味のある用語で提供します。”

TBMタクソノミー（分類体系）は、物事の呼び方やコストのグループ化方法に関する議論を解決するため、TBMの導入をはるかに容易にします。また、コストの配分方法を定義する配分モデルや、組織の支出に関する洞察を迅速に導き出すための報告システムなど、他の重要なツールをベンダーが標準化するための基礎も築いています。

TBMタクソノミー（分類体系）の詳細を学ぶ

「TBMはリバティ・ミューチュアルにとってゲームチェンジャーです。私たちはすでに、ワークロードのクラウドへの移行、データセンターの統合、戦略的調達、適正規模化において大きな成果を上げています。」

ローレンス・キム
テクノロジー担当副社長兼最高財務責任者

ビジネス運用ライフサイクル全体でTBMを活用する

TBMは年に数回実行される静的なフレームワークや活動ではありません – ビジネス運用ライフサイクル全体で活用されるべきであり、戦略的計画と構想、需要と容量の管理、財務計画、デリバリー管理、価値管理を導くために用いられます。

  • 過去のパフォーマンスを検討
  • ビジネス目標を定義
  • 資産と労働力の両方の需要を確認
  • 利用可能なリソースを特定
  • 異なる時間軸での予算策定と予測
  • 投資計画
  • 製品とサービスの展開
  • リソースの効率的な使用を管理（例：適正規模化）
  • ビジネス価値を測定
  • KPIとメトリクスを確認
  • 契約と調達を管理・修正

TBMに関する最新のトピックやトレンドについては、TBM Tuesdayの録画をご覧ください。ライブ配信や、いつでも視聴可能なオンデマンド形式で、旬な話題について議論しています。

TBMを始める

“多くの組織がTBMを導入する際、まずはテクノロジーのコストと計画に注目します。最初は主に従来型のIT、パブリッククラウド、またはアジャイル開発にかかるコストに焦点を当てることが一般的です。
TBMの活用が進むにつれ、組織はアプリケーションやサービスの総所有コスト（TCO）を追跡し始めます。さらに、ITサービス提供者としての価値を組織全体に示せるようになります。最終的には、経営層がTBMを活用し、テクノロジーへの投資をビジネス戦略や具体的な成果と結びつけるようになります。”

WhatistbmChartJP

TBMに関する最新のトピックやトレンドについて知りたい方は、TBM Tuesdayの録画をご覧ください。ライブ配信や、いつでも視聴可能なオンデマンド形式で、旬な話題について議論しています。

今すぐ視聴

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