Sourcing & Vendor Management. The Services Innovation Mandate. May 24 25, 2012 The Cosmopolitan Las Vegas

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1 Sourcing & Vendor Management Forum 2012 The Services Innovation Mandate May 24 25, 2012 The Cosmopolitan Las Vegas Register by April 13 and save $200! Visit or call

2 It s time for Sourcing & Vendor Management Professionals to take the lead in delivering innovation from services. Welcome Who Should Attend: Line-of-business executives who are driving services decisions. Sourcing executives who are identifying and selecting service providers. CIOs and senior IT managers who need to set and drive their IT services strategy. Procurement executives who execute sourcing events, negotiate contracts, and set pricing. IT services managers looking to optimize their spend, governance practices, and geographic footprint. Vendor management professionals who are responsible for ensuring that service provider relationships deliver the business results promised. Stefan Valenti Sourcing & Vendor Management Professional Dear Colleague, Your business needs to access new sources of innovation. Much of that innovation will come from suppliers rather than from inside your organization. Will you be the person executives turn to in order to understand what s available and possible from suppliers? You need and providers want to deliver real, sustainable innovation. But accessing and managing innovation from third parties involves taking on new risk. It requires your organization to rethink traditional services relationships, invest in stronger vendor governance, and make important business-altering decisions. Addressing these risks is essential to the evolution of sourcing and something your executive leadership expects. That s why it s time to get serious about generating innovation with all of your leading services providers. It s time for Sourcing & Vendor Management Professionals to take the lead in delivering innovation from services. At Forrester s Sourcing & Vendor Management Forum 2012, industry leaders, experts, and practitioners will gather to discuss market trends and vendor landscapes, as well as share best practices and data that you need to lead your organization s innovation efforts with suppliers. We ll also give you practical, specific solutions to finally induce innovation from your outsourcing, consulting, and systems integration suppliers. But innovation isn t a one-time event, so we ll also give advice on how to build continuously innovative relationships that can be sustained over the course of time through effective governance and risk mitigation. Join us in Las Vegas; we look forward to innovating with you. Christine Ferrusi Ross Vice President, Global Council Manager and Research Director, Serving Sourcing & Vendor Management Professionals Chris Andrews Principal Analyst, Research Director, Serving Sourcing & Vendor Management Professionals

3 Keynote Sessions Powerful Content. Exceptional Industry Speakers. Industry Keynote speakers Roslyn Brown, Executive Director of IT Program Execution, Constellation Energy Roslyn Brown is responsible for the successful execution and implementation of strategic and operational objectives through effective resource management, financial planning, and vendor governance. She has more than 25 years of experience in the IT field, including 15 years of management focused on delivering business solutions. Jason Busch, Founder and Managing Director, Azul Partners and Editor, spendmatters.com Jason Busch is regarded as one of the leading experts and pundits in the procurement and supply chain marketplace. He works selectively on client engagements and spends much of his time overseeing the research and content of the Spend Matters family of sites, the largest media sites and blogs in the procurement and supply chain market. Matthew Crabtree, Director, Global IT Commercial and Governance, Global Business Services, Procter & Gamble Matthew Crabtree has responsibility for relationship management, governance, and business results from Procter & Gamble s (P&G s) key IT supplier partnerships. He also serves as the P&G Relationship Executive with Hewlett-Packard, P&G s largest provider of IT infrastructure, applications support, end user computing, site services, and BPO. Forrester Keynotes Co-Creating With Your Services Partners Chris Andrews, Principal Analyst, Research Director Creating and sustaining innovation with services providers is a key priority for many Sourcing & Vendor Management (SVM) Professionals. Yet most services relationships quickly default to business as usual activities. A small number of leading SVM organizations are moving their services relationships in a new direction toward highly strategic, cocreation relationships. This session will help you define your own innovation objectives and capitalize on the opportunity to co-create with suppliers. It will help you understand: The models of innovation that you can expect from your leading services providers. How to define your own innovation objectives. What it means to co-innovate with suppliers. Generating Innovation Through Strategic Vendor Management Lutz Peichert, Vice President, Principal Analyst Two key responsibilities for SVM Professionals include managing continuous improvements and supporting innovation. But drawing the distinction between these activities is difficult particularly as more vendors get integrated into your business processes. This session will clarify the new responsibilities in vendor management and highlight why strong vendor management practices should be at the center of your organization s innovation strategy. It will help you: Understand the differences between continuous improvement and innovation. Know what to expect for free and where to invest in vendor management resources. Measure and monitor your vendor management programs for innovation. The Disrupter s Handbook James L. McQuivey, Ph.D., Vice President, Principal Analyst We are entering an age of digital disruption one that can help your organization work better, smarter, and faster. Your business needs you to enable new technology capabilities both to enable internal processes and to empower digital consumers. By adopting the principles of the disrupter s handbook, you can play a role in this disruption and even lead your organization through disruptive technology changes. The keynote will help you: Understand the role of digitally empowered consumers in your business. Consider what changes you can make to play a role in new digital disruptions. Adopt the skills and policies to lead your sourcing organization through digital disruption. Point Counterpoint: The Death Of Outsourcing Pascal Matzke, Vice President, Research Director John C. McCarthy, Vice President, Principal Analyst In this session, we ll apply our popular point counterpoint format to explore why traditional outsourcing models are not keeping up with IT and business expectations. We ll evaluate the perceptions of outsourcing from a cost, value, and innovation perspective and consider how traditional sourcing practices need to change to keep pace with new business expectations. We ll answer: Why has traditional outsourcing failed to deliver on important client needs? How will the ecosystem of IT services partners need to change in the future? How do important trends like mobile and cloud change the sourcing value proposition? How do sourcing professionals work more effectively with their IT and business counterparts? 3

4 Agenda *Event agenda is confirmed as of the date of this publication. Thursday, May 24, :00 a.m. 5:00 p.m. Meetings With Forrester Analysts 7:30 8:30 a.m. Joint Registration And Continental Breakfast 8:30 8:40 a.m. Opening Remarks 8:40 9:10 a.m. Co-Creating With Your Services Partners Chris Andrews, Principal Analyst, Research Director 9:10 9:40 a.m. Industry Keynote Matthew Crabtree, Director, Global IT Commercial and Governance, Global Business Services, Procter & Gamble 9:40 10:10 a.m. Industry Keynote Roslyn Brown, Executive Director of IT Program Execution, Constellation Energy 10:10 10:15 a.m. Closing Remarks 10:15 11:00 a.m. Morning Networking Break In The Solutions Showcase 11:00 11:45 a.m. The Disrupter s Handbook James L. McQuivey, Ph.D., Vice President, Principal Analyst 11:45 a.m. 12:30 p.m. Platinum Sponsor Keynote: MexicoIT 12:30 2:00 p.m. Networking Lunch And Dessert In The Solutions Showcase 2:00 2:45 p.m. Setting The Strategy: Adapting To Setting The Strategy: Managing The Innovations In The IT Services Landscape Technology Giants For Innovation 2:45 3:00 p.m. Intermission 3:00 3:30 p.m. Joint Guest Executive Forum Sessions 3:30 4:15 p.m. Afternoon Break In The Solutions Showcase 4:15 5:00 p.m. Implementing The Plan: Harnessing The Changes In The New IT Services Landscape 5:00 5:05 p.m. Intermission 5:05 5:35 p.m. Point Counterpoint: The Death Of Outsourcing Pascal Matzke, Vice President, Research Director John C. McCarthy, Vice President, Principal Analyst 5:35 7:05 p.m. Networking Reception In The Solutions Showcase Implementing The Plan: Supporting The Innovation Imperative With Strong Vendor Management Friday, May 25, :00 a.m. 2:30 p.m. Meetings With Forrester Analysts 7:30 8:30 a.m. Joint Registration And Continental Breakfast 8:30 8:35 a.m. Day Two Opening Remarks 8:35 9:05 a.m. Generating Innovation Through Strategic Vendor Management Lutz Peichert, Vice President, Principal Analyst 9:05 9:35 a.m. Industry Keynote Jason Busch, Founder and Managing Director, Azul Partners and Editor, spendmatters.com 9:35 10:20 a.m. Platinum Sponsor Keynote: Brasil IT+ 10:20 11:05 a.m. Morning Networking Break In The Solutions Showcase 11:05 11:45 a.m. Setting The Strategy: Generating Innovation Through Your Services Contracts 11:45 11:55 a.m. Intermission 11:55 a.m. 12:40 p.m. Implementing The Plan: Laying The Foundations For Innovation In Services Contracts Setting The Strategy: Adapting Your Sourcing Strategy To New Communications Requirements Implementing The Plan: Adapting Your SVM Strategy To New Communications Trends 12:40 1:40 p.m. Networking Lunch And Dessert In The Solutions Showcase 1:40 2:40 p.m. Direct Connections: Interactive Analyst Panel Session Direct Connections: Interactive Analyst Panel Session 2:40 2:50 p.m. Intermission 2:50 3:20 p.m. Closing Remarks 4 Forrester s Sourcing & Vendor Management Forum 2012

5 in-depth TRACKS Select And Attend Value-Rich Sessions TRACK A: Innovating With Services Providers Stephanie Moore Bill Martorelli Liz Herbert Wolfgang Benkel Setting The Strategy: Adapting To Innovations In The IT Services Landscape Stephanie Moore, Vice President, Principal Analyst The nature of IT services delivery is evolving rapidly, calling for a new look at the services landscape. Many of your IT-enabled innovation objectives including mobility, virtualization, and global dynamics can be greatly improved with help from your IT services partners. Covering both applications and infrastructure services, this session will present the most important trends in the services landscape and highlight how to lead your company through these changes. Implementing The Plan: Harnessing The Changes In The New IT Services Landscape Bill Martorelli, Principal Analyst Stephanie Moore, Vice President, Principal Analyst Traditional strategies for selecting, managing, and even replacing IT services providers must evolve along with the new industry dynamics. In this action session, we will use an interactive group setting to focus on best practices for managing a portfolio of suppliers among changing industry dynamics. Setting The Strategy: Generating Innovation Through Your Services Contracts Liz Herbert, Principal Analyst Sourcing professionals typically want their providers to contribute to business innovation objectives. Yet new ideas and insights that connect providers to business objectives are rarely tracked, measured, or put into contractual language. This session will provide an overview of the types of innovation that services buyers can get from providers; it will also cover the key contractual considerations for working with providers to get more innovation. Implementing The Plan: Laying The Foundations For Innovation In Services Contracts Wolfgang Benkel, Principal Analyst Liz Herbert, Principal Analyst This interactive action session will help you work toward specific contractual language that creates flexibility, agility, and progress in your services relationships. In a group discussion, we will share best practices for identifying what your company needs from its service providers and ensure that your contracts reflect your business innovation requirements. Direct Connections: Interactive Analyst Panel Session Wolfgang Benkel, Principal Analyst Liz Herbert, Principal Analyst Bill Martorelli, Principal Analyst Stephanie Moore, Vice President, Principal Analyst Do you have specific questions that you did not get answered throughout the event? Would you like more specific interaction with particular Forrester analysts? In this action-focused session, a small panel of analysts will share their views on some of the hottest topics from the two-day event and you ll have the opportunity to ask them direct questions. Topics during this session will include: new services market dynamics, trends and technologies, changing offshore dynamics, and innovative contractual terms and conditions related to cloud, managed outcomes, and SaaS. This Session will help you: Understand the new capabilities of strategic services providers. Evaluate suppliers that will likely become important forces in the new delivery landscape. Identify key sourcing patterns in increasingly virtualized delivery models. This Action* Session will help you: Structure your organization to incorporate new service offerings. Understand the approaches to contracting and subcontracting that make the most sense in today s environment. This Session will help you: Explore and define types of innovation in services relationships. Identify and incent providers to deliver business innovation. Connect to case studies and best practices with real-world examples of innovation success in services deals. This action* session will help you: Help you establish the prerequisites for successful innovation contractual terms. Share important elements in contracts that are essential for successful innovation. You ll leave this session with: An understanding of the issues that are top-of-mind amongst your peers. Analyst insight on the topics that are most relevant to your strategy. Specific answers to your most pressing sourcing and vendor management questions. * Action Sessions are more interactive and designed for you to discuss key concepts and share best practices. 5

6 Track B: Managing Suppliers For Innovation Duncan Jones Mark Bartrick Brownlee Thomas, Ph.D. Clarence Villanueva Setting The Strategy: Managing The Technology Giants For Innovation Duncan Jones, Vice President, Principal Analyst Are your large incumbent technology suppliers enabling your organization to innovate and improve or are they holding you back? As a sourcing professional, you need to manage your strategic technology partnerships to get more out of them. Reduce the drain on your budget of maintenance fees for the powerful, embedded suppliers that aren t delivering the fresh ideas and transformative technology you need. Implementing The Plan: Supporting The Innovation Imperative With Strong Vendor Management Mark Bartrick, Principal Consultant Duncan Jones, Vice President, Principal Analyst Your colleagues each have their own distinct approach to managing leading technology suppliers. In this action session, we ll explore the best vendor management practices and strategies for working with the leading technology suppliers. We ll use the interactive setting to help you get more from your partners and reduce your dependence on the remainder. Setting The Strategy: Adapting Your Sourcing Strategy To New Communications Requirements Brownlee Thomas, Ph.D., Principal Analyst Sourcing professionals need to understand new communications trends for several important reasons: to align sourcing strategy with changing mobility requirements, to control costs, and to ensure your organization s communication technologies are being sourced as part of a cohesive strategy without circumvention by your businesses users. Whether your responsibilities include domestic, regional, or global operations, you ll benefit from this session. Implementing The Plan: Adapting Your SVM Strategy To New Communications Trends Brownlee Thomas, Ph.D., Principal Analyst Clarence Villanueva, Senior Analyst Many IT and business professionals are moving forward with telecom and mobility strategies without involving sourcing professionals. Yet sustained business value is the goal for enterprise mobility projects, and sourcing professionals must be a critical part of enterprise mobility strategies. In this interactive session, participants will develop an action plan for contributing to changing mobility strategies. Direct Connections: Interactive Analyst Panel Session Mark Bartrick, Principal Consultant Duncan Jones, Vice President, Principal Analyst Brownlee Thomas, Ph.D., Principal Analyst Clarence Villanueva, Senior Analyst Do you have specific questions that you did not get answered throughout the event? Would you like more specific interaction with particular Forrester analysts? In this action-focused session, a small panel of analysts will share their views on some of the hottest topics from the two-day event and you ll have the opportunity to ask them direct questions. Topics during this session will include: supplier coordination and collaboration, partner evaluations, vendor management tools, and vendor risk management. This session will help you: Improve your partnerships with large technology providers. Understand new suppliers and commercial models to cut ongoing costs and free up budget for new projects. ThIS action* session will help you: Understand best practices and lessons learned for managing leading technology suppliers. Modify software sourcing strategies to cope with the new business technology (BT) supplier landscape. This session will help you: Adapt to new business requirements for mobility. Identify the communications trends that affect sourcing. Understand the best practices for managing your global and local sourcing requirements. This ACTION* session will help you: Establish the prerequisites for successful innovation contractual terms. Understand the elements in contracts that are essential for successful innovation. You ll leave this session with: An understanding of the issues that are top-of-mind amongst your peers. Analyst insight on the topics that are most relevant to your strategy. Specific answers to your most pressing sourcing and vendor management questions. * Action Sessions are more interactive and designed for you to discuss key concepts and share best practices. 6 Forrester s Sourcing & Vendor Management Forum 2012

7 Registration Register by April 13 to save $200! Before April 13 After April 13 Clients $1995 $2195 $6585 Nonclients $2195 $2395 $7185 Nonprofit, government, or educational institutions $1895 $2095 $6285 Four seats for the price of three If your company is a Forrester client, you may have prepaid Event Seats or Service Units available to cover the cost of attendance. Please contact Forrester Events or your account manager to inquire. Visit for pricing and registration details, terms, and conditions. Web: Phone: events@forrester.com Expert Advice Meet With Forrester Analysts. Consistently rated as one of the most popular features of Forrester Events, Forrester Analyst Meetings give you the opportunity to discuss the unique issues facing your organization. Work one-on-one with the analyst of your choice, subject to availability. * Analyst participation is confirmed as of the date of this publication. Serving Sourcing & Vendor Management Professionals: Chris Andrews, Principal Analyst, Research Director Mark Bartrick, Principal Consultant Wolfgang Benkel, Principal Analyst Liz Herbert, Principal Analyst Duncan Jones, Vice President, Principal Analyst Bill Martorelli, Principal Analyst Stephanie Moore, Vice President, Principal Analyst Lutz Peichert, Vice President, Principal Analyst Brownlee Thomas, Ph.D., Principal Analyst Clarence Villanueva, Senior Analyst Serving CIO Professionals: Pascal Matzke, Vice President, Research Director John C. McCarthy, Vice President, Principal Analyst Serving Consumer Product Strategy Professionals: James L. McQuivey, Ph.D., Vice President, Principal Analyst Sponsors Gain Insight Into Technology Solutions From Leading Technology Vendors If you are interested in sponsoring a Forrester Event please call FORUM (3-6786) or us at sponsorships@forrester.com. Platinum Sponsors Gold Sponsor 7

8 Forrester Research, Inc. 60 Acorn Park Drive Cambridge, MA Sourcing & Vendor Management forum 2012 The Services Innovation Mandate May 24 25, 2012 The Cosmopolitan Las Vegas Connect With Forrester and Event Attendees Twitter #SVM12 Follow the forum buzz and ask questions during forum keynotes. LinkedIn Network with other attendees. Communities Extend conversations through your role community. Facebook Stay connected through Forrester Events pages. Blogs Follow analysts covering your role. Hotel & Travel The Cosmopolitan of Las Vegas 3708 Las Vegas Boulevard South Las Vegas, NV Phone: Web: Register through Forrester s private webpage under the Travel Info tab at The Cosmopolitan of Las Vegas is a unique luxury resort offering a decidedly different perspective, situated in the heart of The Strip directly between CityCenter and Bellagio. Special rate info: Room reservations received by May 7, 2012, will be eligible for a group rate of $219 plus applicable taxes for single or double occupancy. The negotiated group rates are based on availability and apply to reservations for May 22, 2012 through May 26, To receive the group rate, mention the Forrester Research Event when making the reservation. The cost of accommodation and travel is not included in the Event registration price.