The document summarizes key points from a virtual meeting of the US East Coast Chapter of the Innovation Value Institute held on April 30th, 2013. It includes highlights from the IVI Winter Summit in Dallas in February 2013, a discussion on embedding IT-CMF for success, and an update on upcoming US Chapter and IVI events. Potential topics for future virtual meetings were also discussed.

1. © Innovation Value Institute 2012
US East Coast Chapter
Virtual Meeting
Tuesday, April 30th, 2013

2. © Innovation Value Institute 2013
Welcome
2

3. © Innovation Value Institute 2013
Today’s Agenda 3
Highlights from the IVI Winter Summit, Dallas,
Feb 26-27, 2013
Dave Farrelly (IVI)
Key takeaways from workshop
“From acorns to oak trees: An IVI perspective on
steps to embed IT-CMF for success”
Anna Browne (IVI)
Matt Craig (BNY Mellon),
Dinesh Kumar (Mitovia)
Open discussion on potential topics for
next virtual meetings
US Chapter and IVI update
Dinesh Kumar

4. © Innovation Value Institute 2013
Highlights from the IVI Winter Summit
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Dave Farrelly, Head of Relationship Management, IVI

5. © Innovation Value Institute 2013
5Agenda Day One
08:30 Welcome Parag Gondhalekar, Director, Cisco Consulting Services
Nikki Maguire, Managing Director, Cisco Consulting Services - Americas
08:45 IVI today and for the future:
Vision and goals for 2013 and
beyond
Martin Delaney, General Manager, IVI
Dr Stephen McLaughlin, Head of Research & Development, IVI
09:30 Key note address: Tim Bidlack, Managing Director, Business Management Office, BNY Mellon Client
Technology Solutions
10:00 – 12:00
(with15 mins
coffee break)
Panel presentations Parag Gondhalekar, Director, Cisco Consulting Services
Jack Anderson, Innovation Capability Strategist, Chevron
Andrew Agerbak, Director, Boston Consulting Group
Matt Craig , Head of Performance & Value Management, BNY Mellon
Robert Malinowski , Manager IT Improvements, Progressive Insurance
David Anderson, Global Head, Engagement Management, Wipro Technologies
Laura E. Day, HR Enterprise Services, Intel
Craig Crawford, Advisory Services, Ernst & Young
12:00 Panel Q & A Facilitated by Stuart Doyle, Cisco
13:00 Lunch and networking
14:00 Acorns to oak trees (l) Anna Browne, Education and Training advisor, IVI
IVI perspective on steps to delivering improvement through IT-CMF
14:30 Acorns to oak trees (ll) Open learning session exploring Member’s perspectives on IT-CMF from initial
familiarization to organization application and adoption
Facilitated by Anna Browne, Education and Training Advisor,, IVI
16:30 Closing Martin Delaney, General Manager, IVI

6. © Innovation Value Institute 2013
6Agenda Day Two
08:30 IT-CMF Next Generation: Plans for
moving IT-CMF to next level
Stephen McLaughlin,
Head of Research & Development, IVI
08:50 Moving IT-CMF beyond its ‘IT
Management’ boundaries
(Workshop 1)
Michael Porter, Head of Advisory Services
John Thorp, MD Thorp Network
Joe Peppard, Prof Information Systems, Cranfield School of Management
09.45 – 10:00 Coffee and networking
10:00 – 11.15 Building improvement roadmaps from
Critical Capability materials
(Workshop 2)
Anna Browne, Assessment and training advisor, IVI
11:15 – 12:30 Building IT-CMF competency in your
organization
Michael Hanley, head of Education and
Knowledge Services (Seminar)
Maturing Information Security
Dr. Marian Carcary, Researcher, IVI
Conor O’Brien, Researcher, IVI
(Workshop 3)
12.30 – 13.45 Lunch and networking
13.00 – 13.45 IVI Ecosystem
13:45 – 15:00 Patterns and practices
Jim Kenneally, Researcher, Intel
Dr Colin Ashurst, Newcastle University
Business School (Workshop 4)
Planning for Information
Management
Conor O’Brien, Researcher, IVI
(Workshop 5)
IT-CMF for Small and Medium
Businesses
Dr Marian Carcary, Researcher, IVI
(Workshop 6)
15:00 – 15:30 Coffee and networking
15:30 – 16:45 Service Management: What is wrong
and how do we fix it?
Dr Suzanne Van Hove, SED-IT (Workshop 7)
Benefits Management:
Revision of BAR Critical Capability
Michael Porter, Head of Advisory Services, IVI (Workshop 8)
17:00 Summit closing Stephen McLaughlin,
Head of Research and Development, IVI

7. © Innovation Value Institute 2012
Keynote Address
IVI WINTER SUMMIT
Presented by Tim Bidlack
Managing Director, Client Technology Solutions
Business Management Office
February 26, 2013

8. © Innovation Value Institute 2013
$26.7 Trillion $1.4 TRILLION
Assets Under Custody/ Administration Assets Under Management
POWERING GLOBAL INVESTMENTS
SAFEST BANK IN THE US
(Global Finance World’s Safest Banks, 2012)
TOP 10 GREEN POWER
PURCHASERS FORTUNE 500
(US Environmental Protection Agency, 2012)
100
36
TRILLION GLOBAL
PAYMENTS DAILY$14
COUNTRIES
MARKETS
#1 GLOBAL CUSTODIAN VS PEERS
#1 TRUSTEE FOR US DEBT CAPITAL MARKETS
#1 US CLEARING FIRM BY # OF BROKER-DEALER CUSTOMERS
#1 FUND ADMINISTRATOR IN IRELAND
#7 LARGEST GLOBAL ASSET MANAGER
#3 LARGEST PRIVATE BANK IN THE US
#8 LARGEST ASSET MANAGER ACTIVE IN
THE EUROPEAN MARKETPLACE
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9. © Innovation Value Institute 2013
Lesson #1
EXECUTIVE SPONSORSHIP
CLEAR OBJECTIVES EMPOWER THE TEAM
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Lesson #2
ASSESS THE SITUATION
WHO HAS THEIR HANDS ON
THE CONTROLS?
WHERE IS YOUR 1202 ERROR
CODE?
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Lesson #3
INNOVATION TAKES MANY FORMS
DON’T REINVENT THE WHEEL BE CREATIVE
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Lesson #4
INVEST IN THE LONG GAME
ENGAGE AND EDUCATE
PROVIDE IMPROVEMENT
TOOLS
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13. AND THE FINAL
LESSON
LEARNED....

14. HAVE FUN.....ENJOY THE RIDE

15. © 2010 Cisco and/or its affiliates. All rights reserved.
CiscoServices&IT-CMF
IVIWinterSummit
Richardson, TX
Feb26,2013

16. © Innovation Value Institute 2012
Chevron
Information
Technology
IVI IT-CMF Enables Chevron Asset Lifecycle Management
Jack Anderson
Sr. Innovation Capability Strategist

17. Case study: IT-CMF to drive transformation
at a satellite broadcaster in developing
market
26 February 2013

18. © Innovation Value Institute 2012
Capability improvement
toolkit
IVI WINTER SUMMIT
Presented by Matt Craig
Vice President, Client Technology Solutions
Performance & Value Management
February 26, 2013

19. © Innovation Value Institute 2012
Progressive IT and
the IT-CMF
IVI member Winter Summit 2013
Bob Malinowski
IT Manager
rmalino1@progressive.com

20. © Innovation Value Institute 2013
Maximizing IT potential
using the IT-CMF
Dave Anderson
Global Head, Engagement Management,
CxO Advisory Services

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Risk Management
Maturity
Knowledge. Confidence. Experience.
Laura E. Day
HR Enterprise Services
Intel® Corporation
IVI ® Winter Summit

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Americas Advisory
Performance Technology
Leveraging the IVI IT-CMF in IT Transformation
26 February 2013
IVI Winter Conference

23. © Innovation Value Institute 2013
Summary Highlights
- IT-CMF adoption and consumption is…..
- Providing value to a wide range of organizations
- Resulting in the development of community groups
- Providing IT Professionals with a common language
- Bringing the strategic value of IT back to the business
- Enabling organizations to develop capability
improvement tools
- Driving further iterations of the framework based on
member usage and feedback
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24. © Innovation Value Institute 2013
For all presentations visit
http://ivi.nuim.ie/news-events/successful-ivi-winter-summit

25. © Innovation Value Institute 2013
Key takeaways from workshop:
From acorns to oak trees:
An IVI perspective on steps to embed
IT-CMF for success
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Anna Browne (IVI)
Matt Craig (BNY Mellon)
Dinesh Kumar (Mitovia)

26. © Innovation Value Institute 2013
Summary of workshop activities
- Winter Summit: What kind of activity goes on in organizations after
they decide to leverage IT-CMF?
- Feedback sought in 3 areas:
1. Which activities
2. What’s missing
3. Success and challenges
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27. © Innovation Value Institute 2013
IT-CMF Activities 27
Consume
Education
Assessments
Wiki
Map
Functions
Champions
Language
Strategy
Frameworks
Improve
Understand
Short term
Long term
Specific
capability
Measure
Do
Assessments
Metrics
Benchmark
Embed
Socialize
Practice
Schedule
Identify
opportunities
Share
Workgroups
Participate
Insights
Learn to understand and transform your
organization using IT-CMF

28. © Innovation Value Institute 2013
Which activities? 28
Key activities
identified
- Measure
- Map
- Improve
Key learning
Organizations use
diverse range of
activities in adoption
journey

29. © Innovation Value Institute 2013
IT-CMF Activities- updated
Consume
Education
Products
BoK
Map
Functions
Champions
Language
Strategy
Frameworks
Accountability
Resourcing
Operating
model
Improve
Understand
Plan
Value
Execute
Iterate
Change
Measure
Assess
Metrics
Benchmark
Capacity
Report
Embed
Sponsorship
Commit
Socialize
Practice
Schedule
Identify
Motivate
Goals
Rewards
Share
Workgroups
Participate
Insights
Mentor
Publish
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Iterate

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Recurring theme – My CMF
- Powerful concept
- Lots of resonance
- But, what does it mean?
- Translation of IT-CMF terminology to your language
- Map IT-CMF for your organization
- Adoption path through activities, customised for you
- Governance
- Tools
- Culture
- Change management
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31. © Innovation Value Institute 2013
Key Takeaways - CONSUME
Success
- (wiki) one location for content, moderated and searchable
- Master decks - lots of useful information
- IT-CMF certification training is effective
Challenges
- Wiki – accessibility, consistency and completeness
- Change management
- What do we do with assessment – so what? What is the benefit of improvement?
- Training targeting different levels of audience
- Not enough training content for CCs
Possible IVI support
- Control change to scheduled releases/email updates
- Allow access to data and not just documents
- Online automated tool versus excel for assessments
- Examples of ‘what this looks like’
- Online/virtual- Web casts for training
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MapConsume Improve Measure Embed Share

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Key Takeaways - MAP
Success
- Map framework, functions and champions
Challenges
- Contextualizing framework for the way we run IT
- Lack of comprehensive knowledge of framework
- Multiple/overlapping/missing owners to specific CCs
- Mapping different frameworks
- Finding champions
Possible IVI support
- Continuous update and sharing of IT-CMF mapping vs. other frameworks
- Provide mapping of CC owners and typical position/role
- Provide a lifecycle methodology for a CC e.g. Education, assessment etc
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Consume Map Improve Measure Embed Share

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Key Takeaways - IMPROVE
Improve
Success
- Short term roadmap/Specific charters/S.M.A.R.T goals
- Owner/champion/leader
- Demonstrate measurable improvement
- Lean principles
- Address skills gap
- Get key stakeholders involved/Motivate stakeholders (inspire)
- Agile methodology
- Significant amount of communication
Challenges
- Resource allocation
- Scope of change – K.I.S.S.
- Be able to lead from short term to long term valuable change (not throw away)
Possible IVI support
- Digestible methods for leading change (in small bites)
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Consume Map Measure Embed Share

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Key Takeaways - MEASURE
Success
- Engage key stakeholders- Business, IT, SME
- Use survey response to drive interviews
- Use 2 x 2 gap vs. importance to prioritize CC focus
- Develop a roadmap short & long term
Challenges
- Cost and responsibility/metrics
- Tie metrics to successful business outcomes
- How to prioritize ‘hygiene’ CCs - essential to get a basic level of maturity before pushing
on to greater maturity
- Understanding dependencies between CCs
- Distinguish between pain points/opportunities and not causes
Possible IVI support
- More depth and description of metrics and also possible goals
- Provide richer data on correlation between maturity and value/Tool to calculate ROI of
improvement
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Consume Map Improve Measure Embed Share

35. © Innovation Value Institute 2013
Key Takeaways - EMBED
Success
- Align with initiatives in flight that have sponsorship momentum
- Have mix of quick wins/low hanging fruit and root causes
- Identify stakeholders – positive & negative and management plan
- Virtual overview sessions/kick off events (recorded)/Familiarization/training
- Visible CIO support and corporate executive committee/board
- Publicize - IT newsletters/Collaboration forum online
- Talk in terms of business needs & solutions
Challenges
- Fixing cross functional topics
- Linking interventions to tangible owners
- Linking improvement to outcomes stakeholders and funding sources care about
- Lack of business engagement – “what's in it for me?”
Possible IVI support
- Extend POMs to suggest possible owners of interventions
- More case studies and posters
- Online community(ies) of practitioners e.g linkedin, sharepoint, wiki, blogging, twitter
Consume Map Improve Measure
Embed
Share
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36. © Innovation Value Institute 2013
Key Takeaways - Share
Success
- Interact with your IVI relationship manager
- Participate in IVI workgroups
- Attend IVI Summits, events, and community meetings
- Feedback via IVI Wiki
Challenges
- Lack of community forum to host dialog & network
- Context of company specific use of IT-CMF and how that might be made “general”
- “What’s in it for me” to share (as an individual or a company)?
- Intellectual property considerations
Possible IVI support
- Publish shareable benchmark data – case-studies
- Facilitate online discussions
- Online community(ies) of practitioners e.g linkedin, sharepoint, wiki, blogging, twitter
Consume Map Improve Measure Embed
Share
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37. © Innovation Value Institute 2013
Discussion
Potential Topics for Virtual Meetings
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38. © Innovation Value Institute 2013
US Chapter and IVI Update
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Dinesh Kumar

39. © Innovation Value Institute 2013
Upcoming Events … 39
June 25-27, 2013
IVI Training Class (Core Tier 2)
New York
July 9, 2013
Workshop on IT Cost Management
ITFMA Conference, Savannah, FL
(David Consulting Group)
July 23-25, 2013
IVI Training Class (Core Tier 2)
Santa Clara, CA
Sept 24-25, 2013 IVI Autumn Summit, Dublin, Ireland
Every 6 weeks (approx.) Chapter Virtual Meeting

40. © Innovation Value Institute 2013
Coming Attraction … 40
North America Community

41. © Innovation Value Institute 2013
Thank you.
Ideas? email: dineshk@mitovia.com
dave.farrelly@nuim.ie
Mattias.Craig@bnymellon.com
ivicommunications@nuim.ie
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