IT Executive University Summer University 2009 Munich, Germany – August 3-7, 2009
ESU-09 - An update for IT leaders
Table of Content 0
FOREWORD – COPING WITH THE RECESSION
3
1
INTRODUCTION
4
1.1
Background
4
1.2
Feedback from the 2008 Event
4
1.3
Who should Attend
5
1.4
Benefits of Attending
5
1.5
Disclaimer
5
2
AGENDA: IT EXECUTIVE UNIVERSITY 2009
6
OVERVIEW
6
DAY ONE:
Value Management
7
DAY TWO:
Operation, Sourcing, Applications
8
DAY THREE:
Technology Management
DAY FOUR: DAY FIVE:
IT driven Business Innovation Organizational and People Transformation
9 10 12
3
SPEAKER
13
4
SCHEDULE AND LOGISTICS
18
4.1
Schedule
18
4.2
Logistics
18
4.3
Visa
18
4.4
Complimentary Excursions
18
4.5
Event Venue Summer University
19
5
EXPERTON GROUP’S VALUE PROPOSITION
20
6
REGISTRATION
22
6.1
Expenses
22
6.2
Payment Terms
22
6.3
Cancellations
22
Experton Group
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Page 2 of 22
0 Foreword – Coping with the Recession Experton Group has swiftly reacted to the changed market environment and has provided through its Research Notes, Workshops, and Assessments, many insights in how to deal from an IT Management perspective with a recession and has developed specialized offerings. Based on many years of experience when many western countries went through recessions as well as experiencing major re-shifts in industries, Experton Group Advisor have a wealth of experience in how to help IT management to prevail. Therefore we also updated the IT Executive University program and added topics, which are extremely important when you are dealing with a recession or a major cost crunch in your company. Additional topics which are covered under the main umbrella "How to run IT in a recession period" are: - Build a flexible IT Organization and Infrastructure - Improving the IT efficiency - Finding cost saving areas and reduce the fix costs - How to find and kill “vampire” applications - Right-sourcing for the right time - How to cut one Billion Dollar from your IT cost - a Real Life Example - Build a flexible IT cost structure - Justifying your IT budget - Ho to sell an IT budget increase during recession times - Vendor negotiation and license engineering (e.g. Risk & Reward deals) - The top ten CIO priorities for 2009 Value: Those topics can and will save your company millions and are an excellent pay-back for the time and money invested. All delegates will receive the PowerPoint material and some Excel sheet for their use in order to leverage the material directly in their day-to-day business. Bring your challenges with you and setup one-on-one sessions with our experts and you will received a direct value from those individual consultative sessions. Top Level Speakers: Our speakers have in average over 25 years of experience and have been Vice Presidents or Senior Vice Presidents in companies like Gartner, Forrester, META, IDC, Microsoft, etc or have had Executive and CIO positions in large organizations. Speakers for the event are: Dr. Andreas Winklhofer, Dr. Kenn Walters, Dr. Friedrich Froeschl (ex-Siemens CIO), Dr. Hellmuth Broda, Werner Reil, Luis Praxmarer, Andreas Zilch, Christophe Toulemonde, Ash Pal, Carlo Velten, Fernando Fernandez, and several more. For details see biographies. Case Studies: In addition to the case studies during the presentations Experton Group Advisors will prepare individual case studies for the Innovation Session on day 4 relevant to each of the participating company. Networking: One very important aspect is also networking and sharing the experience with other people. We have provided enough time during lunch and joined evening sessions for casual small talk but also group discussions. One-on-One Sessions: In addition we provide many one-to-one sessions with our Advisors in order to make those 5 days to a personal coaching, advisory, and experience session with a fantastic return for you and your company.
Reserve your slot today! Free cancellation is possible until July 3, 2009. Experton Group
© 2009 All rights reserved
Page 3 of 22
1 Introduction 1.1
Background
Experton Group Advisors were involved in delivery of many CIO Boot Camps in the United States and Europe. Around 1,000 CxOs, CIOs, direct reports, or potential future CIOs have successfully participated in those Executive training events. Based on the feedback and the demand of IT Executives in Europe and the Middle East, Experton Group has responded with this specially designed “IT Executive University Program” to be held twice each year. The first Summer University 2008 was held in the beautiful Bavarian Alps of South Germany and the Winter University 2009 was held in Dubai, UAE in February 2009. The next 2009 Summer University will be held in the city centre of Munich in the Sofitel Hotel in August 3-7, 2009.
1.2
Feedback from the 2008 Summer University Event
What did delegates say to the event 2008? “This Summer University is a very good chance for me to meet the experts from Experton Group, learn from them and exchange ideas. Although the period of 5 days is not enough to learn everything, but no doubt, it opened my mind to many issues that I need to tackle when I go back home.” “Actually it was an excellent opportunity to broaden the knowledge of several IT & Telco hot topics in a very short time, complimented by the one-on-one discussions was a good idea to make use of the highly specialized consultant presence, in different topics.” “Thank you very much, it was a great event & very useful.” “This event was very interesting to me. I really enjoyed it. I learned a lot and I understand new concepts. I also identified some areas where I need help and support from subject matter experts.” “It saves me time for research and takes me miles ahead. I feel I'm again back on the track. “Having access to a diversified group of subject matter experts under one roof was gratifying. An excellent venue for learning and knowledge sharing.” “Thanks a lot everything was super” “Just repeat it every year.”
Maybe the best advice is included in this feedback: “I spent a few days with a wealth of experience. Come prepared with all questions you are faced during your practice as you can probably get them all answered.” ...... yes, bring your questions or even better, send it to us before you come.
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Page 4 of 22
1.3
Who should Attend
While this event is specifically designed for CxOs, CIOs, and IT Directors or equivalent, they should feel free to bring or send their direct reports and high potentials. This is a rare opportunity to attend a high level IT Executive Training from experts versus vendor focused product and company presentations.
1.4
Benefits of Attending
•
Leverage the knowledge and experience of CxOs and CIOs that have gone before you - as well as the best "basic training" in the business from our world-class analysts
•
Learn how to apply a portfolio management approach that optimizes your value management framework
•
Validate the business value of your IT organization by focusing on the right activities
•
Learn the characteristics/behaviors (the "DNA") of high-performing CIOs and how to assess your own opportunity to succeed
•
Understand the CIO's and IT Executives evolving leadership role and how it relates to IT organizational change and development
•
Network with CIOs and IT Executives struggling with the same set of issues and challenges
•
Profit from insightful case-study vignettes that serve as best-practice guidelines and drive thorough understanding
•
Understand IT driven Business Innovation and how to implement it in your organization
•
Understand transformation and the impact on organization and people and how to overcome the barriers to change.
•
Participants attending all sessions will receive a certification as well as an executive present as a memory of the event.
1.5
Disclaimer
Experton Group might change the agenda based on the request of the participants and also add special industry sessions as deemed necessary to increase the benefit to the participants. Experton Group cannot guarantee availability as registration is handled on a first come first serve basis. The hotel will release rooms when no reservations are made and therefore there will be no guarantee for last minute demands.
Experton Group
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Page 5 of 22
2 Agenda:
IT Executive University 2009
OVERVIEW This IT Executive University goes over five full days. We are also going to have 2 complimentary dinners on Monday and Thursday. On Monday evening the Ex-CIO of Siemens, Dr. Friedrich Fröschl will be the guest speaker.
Day
Focus
August 3: Monday
IT Value Management
August 4: Tuesday
Strategy & Operation Management & Frameworks
August 5: Wednesday
Technology Management & Trends
August 6: Thursday
IT driven Business Innovation
August 7: Friday
Organizational & People Transformation
Special time for Email work, prayer, and telephone calls will be set aside per day early in advance. On Sunday, August 2, and on Saturday, August 8, Experton Group offers complimentary sightseeing trips to explore the beauty of Bavaria. The famous Castle Neuschwanstein, the legendary BMW museum, and the unique FC Bayern football stadium are on the top of the wish list:
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DAY ONE:
Value Management
Most CIOs yearn for a value position that places them as an equal and respected member at the business planning and execution table. In reality, the majority of IT organizations today remain saddled with the perception that the role of technology is solely to drive out costs. This first day of the Executive University will introduce the value management framework and discuss how it is optimally instituted with a portfolio management approach. In the end, the goal is to ensure that the IT organization is focused on the right activities for business success. Furthermore, high-performing CIOs use the proven processes of analysis, pattern creation, and communication to create a portfolio that accurately reflects the business needs to balance value and risk tradeoffs. What you don’t measure you cannot manage and improve! Even though everybody knows this not many companies have succeeded in building the right measurement systems. Learn from the best. And the dinner speech will give you insides in how one of the largest companies and IT spender in the world and his Ex-CIO have approached those challenges and what lessons you should take home.
Time
Topic
Speaker
08:30 – 09:00
Welcome & Introduction
Luis & All
09:00 – 10:30
Session 1 – Value Management: Definition, ITO Level 5 & D/C Matrix
Luis Praxmarer
10:30 – 11:00
Coffee Break
All
11:00 – 12:15
Session 2 – Value Management: Perceptions, Dependencies, Roadmaps,
Luis Praxmarer
12:15 – 14:00
Lunch
All
14:00 – 15:30
Session 3 – IT Leadership & the Board
Dr. Hellmuth Broda
15:30 – 16:00
Coffee Break
All
16:00 – 17:30
Session 4 – Road to Excellence: Measurement, KPIs & Benchmarking
Alex Hemzal
17:30 – 19:30
One-on-One, homework, free,
All
19:30 - Open
Dinner, get-together, discussions Guest Speaker: Ex-CIO Siemens
All Dr. Friedrich Fröschl
Experton Group
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Page 7 of 22
DAY TWO:
Operation, Sourcing, Applications
Day 2 will focus on all the processes, policies, and people skills necessary to ensure ability to change and the execution of change. Many companies have not yet developed a full sourcing strategy to define what needs to be done in-house and what can be better sourced from external suppliers. Others are facing the challenge to improve and leverage those agreements already in place. Excellent leaders have an innate ability to express passion, have inborn intelligence, and great courage. But those characteristics alone won’t ensure that behaviors change and that the right things are done. Service Oriented Architecture brings a fundamental change to the application landscape and requires strong knowledge around the business processes. Therefore an Enterprise Architecture should be in place are needs development to take full benefit of the potential benefits. So, while Day One is focused on knowing the right things to do, Day Two is focused on doing them right.
Time
Topic
Speaker
08:30 – 10:30
Session 1 – Frameworks: ITIL, CoBIT, Maturity Levels and Continuous Improvement
Brian Rogers
10:30 – 11:00
Coffee Break
All
11:00 – 12:30
Session 2 – Right-Sourcing & Project Management
Werner Reil
12:30 – 14:00
Lunch
All
14:00 – 15:30
Session 3 – SOA, SaaS, Architecture
Christophe Toulemonde
15:30 – 16:00
Coffee Break
All
16:00 – 17:30
Session 4 – IT Strategy, Business IT Alignment, Change Management
Dr. Andreas Winklhofer
17:30 – 20:00
One-on-One Meetings, free
All
Experton Group
© 2009 All rights reserved
Page 8 of 22
DAY THREE:
Technology Management
We’ve covered doing the right things and doing them right. Now, we need to focus on knowing what we don’t know or what we can borrow/learn from each other. That’s right: It’s not just what you know that counts. It’s what you don’t know. Executives must learn to leverage other people’s experience. New technologies and vendor scoring are important topics during the difficult times of the economic crises as you like to reduce the dependencies you might be facing from certain suppliers and use the latest and greatest technologies when it helps to reduce costs or provides significant value to the enterprise. At the same time you also like to make sure you have achieved a good price for the products and services you acquire. Whether it is software licensing or other purchasing contracts you need to make sure you are not overpaying and wasting money you could use better. As a result, we are focusing Day Three on a mixture of technology happenings, boardroom experiences, and industry economics all designed to improve your success as a CIO.
Time
Topic
Speaker
08:30 – 10:30
Session 1 – Infrastructure Technology Update & Green IT
Andreas Zilch, Wolfgang Schwab
10:30 – 11:00
Coffee Break
All
11:00 – 12:30
Session 2 – Technologies, Open Source & Vendor Update
Andreas Zilch
12:30 – 14:00
Lunch
All
14:00 – 15:30
Session 3 – Convergence, Telecom , Mobile, and Contact Center Update
Dr. Kenn Walters
15:30 – 16:00
Coffee Break
All
16:00 – 17:30
Session 4 – Insights into Full Scope Contract Assessments and Negotiation Support
Fernando Fernandez
17:30 – 20:00
One-on-One, homework, free,
All
Experton Group
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Page 9 of 22
DAY FOUR:
IT driven Business Innovation
The Problem: Over 50% of innovation investment is wasted. Not because innovation is bad—if it was we’d still be wearing animal skins and living in caves. But because most organizations fail to think about what they need innovation to deliver. They then fail to put in place simple processes that make it easy for their people to take action. For example, 3M invented the color copier in the 1970’s but it was too advanced for the market need then. 3M is a good company but this innovation didn’t simplify customers lives. The product wasn’t relevant to either the sales force or users. 3M’s early failure also allowed companies such as Xerox to realize the benefits of its innovation later—not only losing an opportunity but giving it to a competitor. From experience two things make a difference to successful innovation: Simplification and Relevance: Simplification: Gary Hamel wrote that “Most large companies have a change model that is essentially borrowed from poorly governed Third World dictatorships.” Experton Group agrees and sees many innovation initiatives that add bureaucracy and drain energy while adding little value. Virgin Group innovates well and focuses by having innovation as a core value and by placing itself “in the customer's shoes to see what could make it better.” Without a simple idea of why an organization needs to innovate, any innovation efforts will be random and scattered. Make innovation relevant: This may feel obvious but unless you embed the innovation spirit in your people and help them do this voluntarily, any innovation initiative will fail. A success is Google’s work to make innovation relevant by embedding it into the working day of its development employees. Google has a 70/20/10 time management rule to encourage its staff to better blend new product and continuous innovation (70% core tasks / 20% extension to core tasks / 10% on wacky ideas) This type of approach is important as many organizations we coach think of themselves as innovative but in reality they are really focused on “Business as Usual (BAU)” activities. However, most BAU is a commodity and can be outsourced, Innovation differentiates. Organizations and CXO’s that lose sight of this will be downgraded to a Caretaker role running behind the business if they do not spend significant time on incubating (successful) innovation.
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Case Studies: Experton Group will prepare one caste study per participating company showing how other leading companies have innovated. The delegate from the company will have the possibility to discuss the directions of the case study upfront in order to maximize the experience and the applicability into his environment. New Technologies: A special focus will be given to Cloud Computing, Enterprise 2.0 / Social Networks and how they impact the user behavior and how companies can benefit from it.
Time
Topic
Speaker
08:30 – 10:30
Session 1 – Innovation: Introduction and Exercise +
Ash Pal
10:30 – 11:00
Coffee Break
All
11:00 – 12:30
Session 2 – Innovation Best Practices and Selling it to the Business
Ash Pal + Carlo Velten
12:30 – 14:00
Lunch
All
14:00 – 15:30
Session 3 – Cloud Computing & Enterprise 2.0
Carlo Velten + Dr. Hellmuth Broda
15:30 – 16:00
Coffee Break
All
16:00 – 17:30
Session 4 – Case Studies
Ash Pal, Dr. Hellmuth Broda, Carlo Velten, Luis Praxmarer
17:30 – 20:00
One-on-One Meetings, free
All
20:00 - Open
Dinner, get-together, discussions
All
Experton Group
© 2009 All rights reserved
Page 11 of 22
DAY FIVE:
Organizational and People Transformation
Transformation and especially sustainable transformation is one of the biggest challenges in Europe and especially the Middle East. To emphasize the importance and to provide the background and understanding to successfully become a leader in transformation Experton Group has put together this session. Client Challenges: Transformation of IT has become a common theme, as more and more IT executives are being asked to transform their organizations to become more agile, energy efficient, and service oriented. Vendors have leapt onto the bandwagon with new products and services that add more confusion to the issue and compound it with technical jargon. As a result, IT executives have a dizzying array of confusing options open to them without a good roadmap of how to begin and proceed successfully through the journey (although the journey never really ends). Executives have asked Experton Group to provide them with a transformation roadmap that is straightforward with manageable risks. The event will provide the essential understanding of transformation, the role IT organization and the CIO have to play, and the tool available to build the right roadmap and execution attitude.
Time
Topic
Speaker
08:30 – 10:00
Session 1 – Transformation: People
Brendt Wucherer
10:00 – 10:30
Coffee Break
All
10:30 – 12:30
Session 2 – Transformation: Organizational Dynamics
Ash Pal
12:30 – 14:00
Lunch
All
14:00 – 15:30
Session 3 – Transformation: How to succeed
Ash Pal
15:30 – 16:00
Coffee Break
All
16:00 – 16:30
Summary, Feedback , Q&A,
Luis / All
Experton Group
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Page 12 of 22
3 Speaker Luis Praxmarer is founder and Chief Executive Officer (CEO) of the Experton Group LLC, USA, the Experton Group FZ-LLC, Dubai and Global Research Director of Experton Group. Mr. Praxmarer is a renowned expert for new information technologies and the definition of future trends in the global IT market. He especially focuses on subjects concerning the IT’s value as contribution to corporate success through innovation and efficiency and the impact of IT on the global economy, regionally and in countries. Before starting Experton Group, Luis Praxmarer founded META Group Deutschland GmbH in 1994, was owner and Chief Executive Officer of META Group AG and General Manager EMEA. He left META Group on December 31, 2005. Mr. Praxmarer has over 28 years of experience in the information technology industry in Europe, US and the Middle East. In addition, he is an accredited expert with Startups, Mergers & Acquisitions, Research, Sales and Marketing. Computer Woche Germany ranked him as one of the most influential IT experts. Before founding META Group Deutschland GmbH in 1994, Mr. Praxmarer held various managerial positions at Digital Equipment, including sales manager and corporate marketing manager in the US. Dr. Hellmuth Broda is Executive Advisor at Experton Group. For the previous years he was Chief Technology Officer of Sun Microsystems Inc., Menlo Park, CA. Management expertise: People management, management of complex projects, problem, solving, confict management and resolution, result centered workshop moderation, conference moderator and chairperson. Industry experience: Over twenty years in system analysis, data modeling, software architecture design, application implementation,, technology evangelization, work in standard bodies, Trusted Advisor, extensive keynote delivery, conference moderation and chairmanship on a plethora of ICT subjects including e-Government and e-Health. Research experience: Over ten years of experience in academic and institutional research (Univ. Freiburg/Br.; Max-Planck-Institute Cellular Biology; Harvard University; Univ. Konstanz) always on the quest interfacing science and computing. Another ten years of system analysis and design in Agro and Pharma Research and Development. Today serving on many scientifc advisory boards. Technology expertise: Technology vision and strategy; identity/trust/privacy management as a basic infrastructure for Service Oriented Architectures and Web Services; Open Source, Open Systems, Open Standards; OpenDocument Format; “web2.0;” ecological impact of IT and environmentally sustainable computing.
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Page 13 of 22
Alexander Hemzal is Director Advisor at Experton Group. Before joining Experton Group in 2006, Mr. Hemzal worked for IDC Germany/ Switzerland as a Director Operations. Later he changed to META Group Switzerland to be responsible as Director Consultant. At last he was Associate Director at Gartner Switzerland. Mr. Hemzal has more than 15 years of experience in information technology (IT) management and consulting. His primary focus is on the alignment of business and IT-strategy as well as IT-architecture. In addition his consulting experience refers mainly to: IT-Strategy, IT-Architecture & IT-Security, ITBenchmarking, IT-Outsourcing, Vertical Market Research, Sales Planning and Business-Process-Reengineering. He has also focused intensively on the examination and development of electronic market-places. Mr. Hemzal holds a master’s degree in Business-Administration of the Academy of Business Administration Frankfurt/Main with focus on IT, controlling and marketing as well as a master’s degree in Economical Geography of the University of Frankfurt/Main with focus on strategic planning. Brian Rogers works as Director Advisor at Experton Group. Mr. Roger’s focus is on analyzing and designing business process-oriented solutions in the systems management environment, IT-Operation Excellence, ITAlignment as well as on the sourcing strategy. Mr. Rogers has more than 30 years of IT experience in various positions and with various responsibilities in user, consulting and vendor companies. Prior to joining Experton Group, Mr. Rogers was Operation Excellence Analyst at META Group. Before joining META Group, Mr. Rogers worked as Manager DP Production for debitel AG and was in charge of building up a central client/server data center. Prior positions include: senior consultant for an IT benchmarking service provider, data center manager at Lidl & Schwarz and Mannheimer Versicherungs AG, and manager of planning & controlling division of a department store group. Werner Reil is Executive Advisor at Experton Group, with broad management and consulting experience gained during his work for large international corporations. His main areas of coverage include IT strategy, business-IT alignment, project and program management and outsourcing. Prior to joining Experton Group, Mr. Reil worked for Accenture for more than ten years, where he finally was a partner with overall responsibility for the outsourcing service units in Germany, Austria and Switzerland. He was in charge of large-scale application development, outsourcing and IT strategy projects, in particular for customers from the financial services sector, and was the head of international teams with more than 100 team members. Mr. Reil started his professional career as an automation engineer at AEG. Mr. Reil holds a degree in electrical engineering of the Technical University of Darmstadt.
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Page 14 of 22
Christophe Toulemonde is Director Advisor at Experton Group and Lead Analyst for all SOA related topics. Mr. Toulemonde founded JEMM research, an European research and advisory firm which focuses on Service-Oriented Architecture impacts. Mr. Toulemonde helps end-user and vendor organizations to define, plan, and execute their SOA initiatives. Mr. Toulemonde has more than 20 years of IT experience in various areas and roles, including application development, technical support, and software marketing and sales. He is a recognized expert in service-oriented architecture, his broad experience and expertise includes enterprise integration, distributed application design and architecture, and enterprise architecture. Mr. Toulemonde was Analyst and Program Director at META Group in the area of Integration & Development Strategy for several years. Before joining META Group, Mr. Toulemonde was business development manager for a human capital application provider. He spent 15 years with IBM as senior manager at its Almaden Research Center (for e-business, middleware, and Lotus technology), as technical director for an IBM subsidiary, and as technical expert for distributed database architecture and application development. Mr. Toulemonde has authored numerous books on e-business and application integration. He received an MS from the HEI (Hautes Etudes Industrielles) in Lille, France. Dr. Andreas Winklhofer is a Director Advisor of Experton Group. He has worked in IT Management, Project Management and Consultancy for over 25 years. He is focused on management of large projects, Enterprise Architecture Management, Business Intelligence as well as Business and IT alignment. Dr. Andreas Winklhofer has long experience mainly in the service industry with many different large scale projects in areas such as: Banking Merger, Business Intelligence, Data Warehouse, Enterprise Architecture Management, IT and IT Architecture Governance, IT Strategy, CRM Systems, Pre- and Post Merger Management. In addition to his analytical skills and large scale project management experience he also has expert knowledge in business processes and in change management. Since 2006 Dr. Andreas Winklhofer is working as a director consultant for different industries, like Service, Manufacturing, Energy, and chemical industry. Previously he has worked in various management positions at the second largest Bank in Germany. He also has a brilliant and perfect understanding about the newest technologies and implementation thereof on a business level. Dr. Winklhofer has been intimately involved with projects both from inception, through development and implementation, running operations, and multiple country roll-outs. Mr. Winklhofer holds a Ph.D. in Informatics and completed a postgraduate study in Management.
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Page 15 of 22
Andreas Zilch is a member of the management board of Experton Group AG and is responsible for the company's consulting and business value activities. Mr. Zilch is the founder of Business Value Group. Until end 2004, Mr. Zilch worked as managing director for TechConsult GmbH, where he was in charge of TechConsult's consulting business. Before, he was a Vice President and Country Manager Consulting for META Group, where his areas of coverage included issues such as electronic business, portals, knowledge management, IT strategies and architectures, ROI projects and vendor strategies and negotiation approaches. Before joining META Group in 1996, Mr. Zilch worked for IDC Germany as a program manager and, later, as research manager with responsibility for all research projects. Mr. Zilch has published a number of reports on server, software and service topics and books on e-business and AS/400. He is a frequent speaker on conferences and seminars. Mr. Zilch has finished training as mathematical-technical assistant and holds a degree in business engineering of the University of Karlsruhe. Dr. Kenn Walters is Executive Advisor at Experton Group – Telecom. Dr. Walters is engaged in new, converging technologies, whereas he focuses on IT products, Telecommunication, Mobile Communication, Energy Systems and Manufacturing. Dr. Kenn Walters has previously worked as EMEA Consulting Manager and Vice President at META Group. Before joining META Group, he also worked as an internal and external Business Consultant. He offers a long career history as a consultant and advisor for companies in the Telecom industry, among them ITT, Nixdorf, Siemens and other important Telecom Providers in Japan, Europe and America. Dr. Walters has a brilliant and perfect understanding about the newest technologies and implementation thereof on a business level. Mr. Walters holds a B.Sc., a M.Sc. and a Ph.D. in Informatics (Major Telecommunication) and completed a postgraduate study in Management. Fernando Fernandez is Executive Advisor at Experton Group. Mr. Fernandez joined Experton Group in May 2008, after 10 years with Gartner as Analyst and Associate Director. Before that he has worked in different technical and consulting functions in the nuclear industry. Mr. Fernandez has more than 13 years of practical experience in the fields of information technology management and consulting. His main focus is the creation of cost-benefit analysis, strategic vendor management and the evaluation of printing costs plus the formulation of respective strategies. At Experton Group, Mr. Fernandez is responsible for the topic of license management and assessments. In terms of content, the objective of his role is to realize cost savings by providing systematic support to customers in the negotiating process with suppliers. This includes analyzing the contractual documentation submitted with respect to proposals, developing a negotiation strategy, developing negotiation communication, reviewing supplier feedback and evaluating final offers up to the stage of signing contracts.
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Page 16 of 22
Ash Pal, is an Experton Group Partner Advisor. Ash has worked with, advised or consulted to over 60% of the world’s top 20 brands and innovators on change, transformation and technology. He has been involved in every significant technology wave over the past 20 years. Ash has a strong reputation for solving complex problems and delivering financial benefit. Ash works with high-potential innovative organizations and leaders to realize their potential and accelerate growth. His influence includes business, competitive and product strategy guidance for numerous start-up’s as well as for established firms such as IBM, Barclays, GSK and Emirates Airlines. He is a strategic advisor for King Abdullah Economic City, the largest private-sector funded project in the world. Ash focuses on getting the basics right—energizing the process and making it engaging, tying decisions to business outcomes and orchestrating decision influencers. He was formerly Senior Director and General Manager of Platform Strategy at Microsoft providing business leadership on competitive strategy and supporting the EMEA president. As VicePresident, International for META Group (now part of Gartner) Ash advised international corporate, public sector and VC organizations on IT and business transformation. At SRI International (formerly Stanford Research Institute) Ash provided management consulting and technology analysis focused on early stage, high-technology innovation. Ash has a B.Sc. (Hons.) in Biological Sciences from the University of Ulster and undertook postgraduate research in genetics at the University of Birmingham. He is a member of the Goodwood Club, the Microsoft Alumni Network, Microsoft Alumni Foundation and the UK Institute of Directors. Ash’s interests include Space and travel; he is in the process of building an ecofriendly house.
Carlo Velten is Senior Advisor at Experton Group. Carlo Velten focuses on emerging web and open source technologies. He advises companies and ITvendors regarding social media, enterprise 2.0, semantic web, cloud computing and search technologies. Additionally, he supports private equity and venture capital firms in their due diligence and portfolio management activities. Carlo Velten previously worked in the venture capital industry. As partner at GENES Ventures and lecturer at the START Intra + Entrepreneurship Center he actively initiated and supported several high-tech companies. He is cofounder of social search company Qitera and business angel for young technology companies. Beforehand, Carlo Velten was practice leader and consultant at IT-research firm TechConsult, providing strategic vendor consulting and research for customers like Microsoft, Fujitsu-Siemens-Computers, SAP, HP and others. Carlo Velten holds a B.Sc., a M.Sc. in Management and Business Informatics and was research fellow at San José State University, CA.
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Page 17 of 22
4 Schedule and Logistics 4.1
Schedule
The detailed schedule, logistics, and agenda will be provided after registration. We will also contact each participant for specific requests, inputs to the agenda, selection of options and industry focus. Participants should arrive the evening before at the conference hotel or at a hotel nearby. Experton Group will provide assistance for all travel requests and bookings.
4.2
Logistics
The place for this executive training is in a luxury five star hotel. Experton Group has negotiated special delegate rates for you at selected hotels. The double room costs are also the same as single room. We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. Special time for Email work, prayer, and telephone calls will be set aside per day. Experton Group will support you with the required logistic issues and will also provide support for travel arrangements if requested (e.g. special accommodation for the family, etc.). All costs associated with the logistics are excluded in the price with the exception of the lunch, joined dinner, coffee and tea breaks, and conference room.
4.3
Visa
Delegates requiring visas should contact the hotel or
[email protected] as soon as possible. Visas for some nationals may take several weeks or even month to process.
4.4
Complimentary Excursions
Experton Group invites all delegates and partners for complementary excursions. Details will be announced to all registered delegates.
4.5
Contacts
Europe:
Kirsten van Laak, Tel. +49 89 92 333 10,
[email protected]
Middle East: Sandie, Tel. +971 50 243 9097,
[email protected]
Experton Group
© 2009 All rights reserved
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4.6
Event Venue Summer University
IT Executive Summer University, Munich, Germany. August 3 to August 7, 2009 Event Hotel: Sofitel Munich Bayerpost Experton Group has made reservations in this top-class 5-star hotel in the city center for a special price of € 169 (incl. VAT without breakfast) for single and double room Please mention the event in your bookings to receive this special rate.
Sofitel Hotel: http://www.sofitel.com/sofitel/fichehotel/gb/sof/5413/fiche_hotel.shtml The Sofitel Munich Bayerpost welcomes you in the heart of Munich. Only 100 m from the central railway station, the heritage listed building impresses with architectural class and cosmopolitan hotel culture. Design meets comfort, and French savoir vivre blends with Bavarian joie de vivre in our 396 rooms, 20 meeting rooms and the famous banquet hall. Our unique Spa Lagune and the exciting options in our restaurant, bistro and bar promise to tempt you. Special features: Built in the Wilhelminian style, the five-star Munich hotel offers first-class hospitality, avant-garde architecture, and a design reflecting "l'art de vivre à la française." Experience one of the best Munich Germany hotels in full grandeur.
Alternative Hotel: http://arthotel-munich.h-rez.com/ Arthotel Munich is a comfortable 3-star hotel built in Art Nouveau style. It is conveniently located in the very city centre of Munich, just a few minutes from the main station, the Karls Square, the Sofitel Conference Hotel, and the clinical centre. All public means of transportation are only 5 short minutes walk from the hotel and will provide you with the direct connection to the airport as well as the pedestrian areas. The hotel boasts stylish interiors, a trendy bar and tastefully decorated bedrooms each featuring free wireless internet and other modern facilities. This charming hotel will provide you with a perfect base for your stay in Munich whether you're in town for business or leisure. Relaxing atmosphere and the support of the competent and friendly staff will make your stay a memorable and enjoyable experience.
Complimentary Excursions: On Sunday, August 2, and on Saturday, August 8, Experton Group offers complimentary sightseeing trips to explore the beauty of Bavaria. The famous Castle Neuschwanstein and the legendary BMW museum are on the top of the wish list.
Experton Group
© 2009 All rights reserved
Page 19 of 22
5 Experton Group’s Value Proposition Experton Group is a leading ICT research, advisory, and consulting firm that many commercial and government organizations worldwide turn to for insight and advice concerning their IT and business strategies, investments, and tactics. Experton Group’s value proposition for these organizations consists of the following key elements. Experton Group is in constant contact with its clients, averaging more telephone inquiries, on-site briefings, and presentations each month per Dollar spend than any other research company. During these interactions, Experton Group analysts and consultants share information and provide actionable recommendations, while learning about clients’ various issues and challenges. When Experton Group analysts write a research note, advise a client, or answer a question, they draw on conversations and engagements Experton Group experts have had with hundreds of other organizations facing similar challenges. In addition, clients often benefit from Experton Group raising important questions before they do. Experton Group’s value proposition also stems from its approach to client fulfillment. More than any other research/consulting company, Experton Group promotes and supports regular and substantive discussion and interaction with clients. In fact, Experton Group spends more on research as a percentage of revenue than any of its major competitors. The result of this commitment is that Experton Group is able to provide in-context guidance, accounting for each client’s unique situation. Experton Group is also unique in offering a well globally balanced research with local research councils allowing client specific research agenda. Experton Group clients understand that no matter how strong their internal resources are, they can derive significant value from Experton Group’s capabilities. This value is based on Experton Group analysts’ extensive experience working with other organizations and ability to focus full-time on specific technologies and IT management issues. Clients also find that their highly valued employees can provide even greater value to their organization when they are allowed to focus on making informed decisions with the assistance of Experton Group — rather than spending their time gathering information from multiple sources on currently hyped solutions. For about the cost of a single staff person, Experton Group can provide complete IT coverage via in-depth research, summarized access to the opinion of all leading research companies, and industry-leading client support services. How Experton Group supports clients that buy and use ICT products and services •
Managing the IT portfolio
•
Developing IT financial strategies
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Formulating strategic and tactical IT/business alignment strategies
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Making the best choices in terms of IT technologies, products, and services
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Justifying appropriate IT investments
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Optimizing technology adoption, deployment, and use
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Measuring IT return on investment (ROI) and Business Value
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Saving time and reducing the cost of IT projects and processes
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Understanding, managing, and reducing risk
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Leveraging legacy technologies and applications
Experton Group
© 2009 All rights reserved
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•
Formulate strategic and tactical IT/business alignment strategies
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Understand and leverage IT-related technologies and services for innovation
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Control and reduce IT costs
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Assess IT vendor business practices and negotiate with IT vendors
Experton Group’s Differentiators Experton Group has developed a suite of solution-based product offerings to rapidly meet the challenges of today's pressing business imperatives -- and to help clients transform as they perform. A key strength of our business model is that, by design, it encourages clients to collaborate with our world-class industry experts. Indeed, the more interaction with our analysts and consultants, the greater the benefit to our clients. Experton Group provides you with a wealth of information and knowledge. Only a small part is written information. Much more is available on request basis and it will also provide you customized recommendations. Therefore we strongly encourage interaction with our team of experts. Experton Group differentiators are: Globally balanced & locally focused Balanced global research coverage approach vs. too much US centricity Local knowledge to apply global information to local needs and environments On Demand Research Very flexible approach based on the key initiatives vs. the entire market coverage Key initiatives are covered by Best-in-Class research In context Advisory Service Front-end strategic consulting organization as integral part of the clients team Client specific research and knowledge management Stronger focus on service and value generation Customer and user group oriented research & advisory services Driving information to knowledge and through action to value One Advisory Service covers the entire ICT space Full integrated Analyst and Consulting team to provide maximum project value “It’s one thing to have the latest research within your grasp. It’s another thing to have an advisor who can make sense of it all based on your individual requirements and a company supporting your team in the realization.”
Experton Group
© 2009 All rights reserved
Page 21 of 22
6 Registration Experton IT Executive University 2009
Fees
Client Fees
ESU August 3-7, 2009, 5 Days Program
$ 8,650 / € 6,180
18 hours
ESU August 3-7, incl. 7 nights Conference Hotel
$ 10,460 / € 7,470
21 hours
Monday, August 3, 2009, Value Management
$ 1,800 / € 1,280
5 hours
Tuesday, August 4, 2009, Operation Mgmt
$ 1,800 / € 1,280
5 hours
Wednesday, August 5, 2009, Technology Mgmt
$ 1,800 / € 1,280
5 hours
Thursday, August 6, 2009, Innovation
$ 1,800 / € 1,280
5 hours
Friday: August 7, 2009, Transformation
$ 1,800 / € 1,280
5 hours
Company:_________________________
Client: Yes / No
Name:________________________ Title:_____________ Email:_______________________ Name:________________________ Title:_____________ Email:_______________________ Name:________________________ Title:_____________ Email:_______________________ _________________________________________
_________________________________________
Authorized Signature, Name
Date, Location, Telephone
Please return signed agreement to FAX: +49 89 333 111 or per scanned copy per email to
[email protected]. You can also register online. The confirmation and all logistic information will be send to the registered people.
6.1 Expenses The fee quoted above includes onsite expenses pertaining to the training. The participants have to pay their air fair and hotel cost individually (except for the full package). Information for the conference hotel and an alternative hotel are on the web page as well as on page 19..
6.2 Payment Terms The fees will be payable 100% two weeks before the start of the Summer University.
6.3 Cancellations Cancellations until 30 days before are free of charge. Afterwards the cancellation charge will be 50%. A replacement person can be send without any additional cost at any time.
Experton Group
© 2009 All rights reserved
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