Hybrid Cloud Operations

Best practices for flexibility without the complexity

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Become a TBM Council Member and contribute to thought-leadership and standards for hybrid cloud operations

The emergence of multi-cloud environments

Hybrid cloud strategies guarantee today’s organizations can preserve the broadest range of flexibility and options for performance, resilience, and security while providing the crucial platforms to support emerging technology like artificial intelligence (AI), achieving sustainability and environment, social, and governance (ESG) initiatives, and delivering new levels of business value. Operating in hybrid cloud environments, however, introduces increased complexity that can undermine the benefits of these strategies while introducing new risks, all of which must be planned for.

As cloud continues to envelop more and more of the technology supply chains used to develop and deliver digital products, it reflects an increasingly outsized impact on value creation. It is also the most volatile cost driver for technology spend. In order to support hybrid operations, the TBM Council maintains an evolving set of practices, recommendations, and standards integrations to help organizations optimize the value of digital products and realize the benefits of hybrid cloud by tackling the complexities of hybrid operations.

Hybrid is the way

The options available to organizations for leveraging cloud continue to increase, offering technology teams a complex array of new and evolving services specialized for AI, machine learning, application development, and more special-purpose use cases. These can be deployed and managed across a mix of traditional IaaS, PaaS, and SaaS service types, all managed in different cloud environments:

On-Premises Clouds

Ideal for sensitive workloads, regulatory compliance, and mission-critical applications with precise performance requirements

Public Clouds

The go-to solution for rapid provisioning, scalability, streamlined governance, offering an increasing range of services ideal for most data and workloads

Edge Computing

Optimizes bandwidth utilization and provides low latency and real-time processing necessary for decision-making enabled by digitized business operations

Sovereign Cloud

Addresses data compliance laws by hosting and reserving select data and workloads to environments within specific country or regional boundaries

Community Cloud

Shares resources across multiple collaborative organizations with common goals and interests

Hybrid cloud and multi-cloud are the norm

of survey respondents have adopted hybrid cloud*
of organizations use more than two public cloud providers*
of organizations use a single public cloud provider*

Organizations are increasingly adopting hybrid multi-cloud strategies, leveraging a mix of on-premises and multiple public vendors to take advantage of the full range of environments, services, and options. Hybrid operations refer to the day-to-day activities and decision-making that take place within these environments, which create numerous benefits for organizations while also creating challenges in operational complexity.

Benefits and challenges of hybrid cloud

Strategic flexibility

Deployment flexibility

Hybrid cloud strategies provide product teams with a wide range of deployment options to maximize multiple dimensions of value, including performance, customer experience, risk, and cost-effectiveness.

Cost optimization

Hybrid cloud ensures product teams can deploy to the most cost-effective region and vendor, continuously rightsize storage and workloads to optimize run-the-business costs, and, at an organizational level, negotiate rates while avoiding vendor lock-in.

Risk Mitigation

Hybrid cloud strategies can more readily accommodate regulatory requirements for data storage and compute workload, minimize performance and security risks, and future-proof products.

Increased complexity

Operational complexity

Every element of hybrid operations becomes increasingly complex as new environments and services are added, from deployment, migrations, integrations, troubleshooting, and time-to-restoration to tailoring process and compliance to each environment.

Financial complexity

The added complexity of analyzing, comparing, and optimizing costs from multiple types of billing, environments, and vendors can lead to regular cost savings and spend optimization oversights.

Security complexity

Developing, enforcing, and monitoring digital security postures across multiple service types and environments leads to increased risks of incidents that can far outweigh benefits.

TBM maximizes value from hybrid operations & minimizes complexity challenges

To support hybrid operations, the TBM Council has prioritized developing best practices for intelligent adoption, integration with the FinOps framework, and guidance for managing expanded dimensions of value such as cybersecurity, risk management,  sustainability, and ESG within cloud environments.

These and other practices for TBM for cloud, including tagging strategies and unit economics best practices, are developed and maintained by the TBM for Cloud Strategy Community.

TBM for intelligent adoption

Initially driven by early, aggressive cloud adoption initiatives, many teams continue to repeat the mistake of assuming value will always be derived from the cloud. Popular “lift and shift” and similar initiatives often targeted achieving a high target percentage of cloud adoption within an advanced timeline, typically highlighting the shifting of costs from CapEx to OpEx as a primary driver. In practice, most cloud adoptions failed to realize cost savings and, in many cases, negatively impacted customer experience, risk, or other elements of value.

Today, most organizations’ cloud strategy and technology stack should be hybrid by design. Cloud deployments should not fall into a given environment by chance or focus on a single dimension of value. Instead, deployments should consider baselines and targets across a multi-faceted set of value drivers – such as costs, performance, and risk – and then evaluate the strengths and weaknesses of each cloud environment for facilitating the desired value outcomes of the deployment.

TBM practices for intelligent adoption guide product teams in developing value indexes for cloud adoption, including baselines and targets for multiple value dimensions such as hosting costs, performance, risk, and customer experience. Teams leverage these indexes to compare possible deployment environments and select the deployment scenario that supports the highest possible value.

TBM & FinOps integration 

While TBM provides an overarching discipline and supporting processes and practices for technology investment planning and value management across the organization, FinOps provides a framework purpose-built for managing the day-to-day financial aspects of cloud operations in real-time. By integrating TBM and FinOps practices, organizations can unlock numerous capabilities for optimizing costs and value end-to-end for today’s digital products:

Full-stack product & service TCO

Product managers can combine the costs of DevOps and CI/CD development chains and cloud utilization for delivery alongside labor costs, licensing, vendor fees, and other non-cloud costs to understand and manage fully realized product total cost of ownership (TCO) models.

Operationalizing financial governance & budgetary accountability

TBM gives organizations a framework for planning their strategic investments, managing portfolios and resources, forecasting spend, and allocating budgets, while FinOps allows teams to monitor budgets in real-time, alert on expense overruns, and enforce accountability for cloud spend on a day-to-day basis.

Unit economics & product profitability

FinOps provides highly granular costing data that can be combined with visibility to spend drivers and TCO afforded by TBM to identify inefficiencies in unit costs, while TBM can also connect P&L data leveraged to understand and optimize broader product pricing profitability.

Demand planning & rightsizing

TBM helps organizations aggregate strategic initiatives, demand forecasts, backlogs, and catalog demand history into a prioritized set of demand requirements that can be shaped at the portfolio, product, and functional levels while FinOps allows teams to reactively scale operations and rightsize workloads.

Predictive cost modeling & scenario planning

TBM and FinOps each provide a range of historical data ranging from workload and storage fees to product and portfolio budgetary trends that can be combined to develop highly granular forecasts and even leveraged to develop and analyze migration and expansion scenarios.

TBM-For-Cloud Primer

Discover how leading enterprises use Technology Business Management (TBM) to manage the impact of public cloud consumption on applications, products, and services. This complimentary course is designed for senior technology and finance leaders who need to learn how public cloud adoption impacts the cost of delivering solutions.

TBM for hybrid cloud operations unlocks multi-dimensional value

While intelligent adoption strategies and FinOps integration are key pillars of TBM’s support for hybrid operations, today’s organizations are increasingly required to manage multiple dimensions of value. The combination of hybrid operations and the TBM discipline allows teams to understand the impacts to each dimension of value, make fact-based tradeoff decisions, and deploy and operate cloud workloads over time while delivering the highest value possible.

AI acceleration

Leverage TBM to understand fully loaded investment models and TCO for AI initiatives and compare use-case costs and viability.

Sustainability and ESG

Combine hybrid cloud and TBM to select deployments and operations in environments with the least intensive carbon footprints.

Business agility

Redeploy products and services between environments while understanding long-term cost and value implications.

Organizational alignment

Align decision-making across decentralized teams to common business objectives and priorities.

Demand rightsizing

Continuously scale workloads to optimize costs.

Customer experience

Leverage an environment that supports the target customer experience while understanding the cost tradeoffs.

Join the TBM community: where innovators and leaders converge

The path to mastering hybrid multi-cloud adoption is an ongoing adventure, filled with learning, growth, and community collaboration. That’s why we invite you to delve deeper into the world of TBM and cloud management. 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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



    • 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


  • 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


    • 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


    • 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