Spring 2012 Theme:
The New Outsourcing Global Delivery Model
The Outsourcing Institute Road Show Series

Outsourcing Institute NY Road Show Sold Out. We will be announcing additional Road Show dates for later this year. If you have any questions please contact Arlene Ettore at aettore@outsourcing.com.
 

New York City, New York, June 28, 2012

Location: Holland & Knight
31 West 52nd Street, 12th Floor
New York, New York 10019

The Outsourcing Institute’s Spring 2012 Road Show Series will gather the smartest buyers, providers and consultants in the outsourcing space to discuss today’s most compelling issues.  Discover the latest innovations in outsourcing, like how…

  • Alliances create win-win partnerships between buyers and providers

  • Negotiate innovation into contracts - helping buyers and providers to define, measure and reward complex and successful long-term engagements

  • Spot the latest ITO and BPO trends, opportunities and challenges - and learn how they're being successfully mastered by executives like you

  • Cloud computing is impacting enterprise sourcing

The Outsourcing Institute Road Shows are local, one-day and cost effective solutions.

Learn. Network. Strengthen your sourcing connections. Review the Agenda below to discover more.

Thursday June 28, 2012
The NEW Outsourcing Global Delivery Model

Event Co-Chairs:
Donald Mones, Director, IT Vendor Management & Sourcing, MetLife
Joe Talik, Portfolio Partner, Terremark – A Verizon Company

Host:
Holland & Knight - Richard Raysman Partner
31 West 52nd Street | New York NY 10019
Phone 212.513.3469
www. hklaw. com

 

global delivery model

Thursday, June 28, 2012

The Law Offices of Holland & Knight
31 West 52
nd Street
New York, NY

 

Event Co-Chairs:

Donald Mones, Director, Global IT Vendor Management & Sourcing, MetLife

Joe Talik, Portfolio Partner, Terremark – A Verizon Company

Host: Richard Raysman, Partner
 

 

Program Agenda

8:00-8:30 Registration – Networking Breakfast


 

8:30-8:40 Event Opening and Welcome

Donald Mones, Director, Gobal IT Vendor Management & Sourcing, MetLife

Joe Talik, Portfolio Partner, Terremark – A Verizon Company

Richard Raysman, Partner, Holland & Knight


 

8:40-8:50 Welcome from The Outsourcing Institute

Frank Casale, Founder and CEO, The Outsourcing Institute


 

9:00-9:45 The New Outsourcing Global Delivery Model

Andrew Wasser, Associate Dean, H. John Heinz III College

The School of Information Systems & Management, Carnegie Mellon University


 

9:50-10:30 In Sourcing / Onshore / Near Shore (bring the work back in-house)

 

Moderator: Vishal Ahluwalia Executive Director, Head Outsourcing/Off-shoring WMA, UBS

 

Panelists: Alan Hanson, Senior Vice President, NeoGroup

Rob DiGiaro, Director, Supply Management, Credit Suisse

Suzanne Aquino, Executive Director, UBS

Debashish Sinha, Chief Marketing Officer, Systems in Motion

Shiv Kumar, Co-Founder & Board Member, Global-Connex

Tom Lang, Vice President, Wipro

 

  • When is it the right move, how to structure a deal to ensure options to “take work back” – can global providers support and be part of the in-sourced model?

  • Objectives: A discussion of the business and operational factors that led to your firms discussion to outsource and evaluate the strategy with the changes inside and at market place. Establish a strong evaluation criteria. Evaluate vendors on common parameters. Flexible, yet robust processes to rationalize the organizational portfolio and plan for vendors based on the portfolio (either by business lines, technology, functional organizations, regions, language, proximity to business etc.).

Involve the associated business entities in the planning process and socialize the process early in the cycle to avoid possible conflicts. Create a strong and transparent governance structure with top five "right sourcing" strategies.... Pick a Vendor/Location, Effective Transition, Governance, Stakeholder Mapping, Continuous Improvement.

  • Approach to outsourcing – to identify the right outsourcing model for your firm and your implementation approach. In particular, organization and process changes necessary to support your outsourcing decision.

  • Governance and measuring business performance – governance framework, SLAs and other tools to measure and manage vendor performance.

  • How do you create COE and look at near shore to bring work back, it could be regulatory changes or country risk or strategy or business risk which is called DOMAIN.


 

10:30-10:45 Community and Connections (“Open Microphone”)

Frank Casale, Founder and CEO, The Outsourcing Institute

  • Candid interaction on key outsourcing opportunities, issues, challenges, and concerns amongst the audience.

  • Take the stage” - introduce yourself, ask questions, share your thoughts, get feedback from your peers.  This is your opportunity to take the “Open Microphone” and make your connections.


 

10:45-11:00 Break

 

 

 

11:00-11:45 Globalization of Outsourcing – ATI – Alternatives to India, Staffing the Centers


 

Moderator: Donald Mones Director, Global IT Vendor Management & Sourcing, Metlife

 

Panelists: Monty Hamilton – CEO, Rural Sourcing

Gary Hanley – Senior Vice President, Invest Northern Ireland

Tony Mataya – Managing Partner, Think Solutions

Ashish Malhotra – Director, Global Research Strategy, Citi

Alex Camino – Vice President, Marketing Solutions & Communications, Softtek

Global Delivery Model – Hear from the top global suppliers & buyers what they are doing to enable the global delivery model.

This panel discussion will dive into the definition, purpose and real value of a global delivery model – buyers are tired of hearing about the model “we want a true global delivery model and we want it now.”

Discussion will focus on case studies of global companies ability to capture cost advantages, vendors ability to deliver products and services more rapidly, providing world class quality service offerings, innovation and access to state of the art facilities, and incorporating processes and procedures supporting 24/7 operations.

Additional points covered will include minimizing country risk, and a look forward into country specific opportunities – what’s hot, what’s not, what’s the outlook for the next 10 years.


 

11:45-12:30 Lunch and Networking

Room: B


 

12:00-12:30 Provider Power Session #1 – Case Study

Hosted by: Capgemini

Room: A


 

Moderator: Harish Rao, Vice President of Strategic Solutions, Capgemini

 

Panelists: Ian Roy, Senior Vice President and Leader of the Strategic Sales Team , Capgemini

Richard Raysman, Partner, Holland & Knight

Cynthia Batty, Director, ISG

 

Multisource-The Next Evolution in IT Outsourcing

Multisourcing or the use of multiple vendors performing specific discrete functions in a best of breed approach, has emerged as a new facet of outsourcing that can drive businesses to new levels of agility and competitive advantage.  Multisourcing also requires multiple suppliers —who are also competitors—working together in a trusted and collaborative effort. Organizations must be ready for and understand the complex governance as well as the differing interactions it requires to manage all suppliers effectively. Capgemini has brought together a panel of experienced outsourcing professionals from different aspects of the outsourcing ecosystem to discuss the opportunities and challenges of this new evolution.


 

12:00-12:30 Provider Power Session #2 – Case Study

Hosted by: Cognizant

Room: H

 

Speaker: Paul Roehrig – Assistant Vice President, Corporate Strategy

Cognizant Technology Solutions


 

From Arbitrage to Innovation:  Global Service Models Mature

Other the past few years, global service delivery has unlocked massive amounts of value for business technology decision makers. Continued maturation of this model – coupled with other social, economic, and technological disruptions – a have brought us to a “shift point” where enterprise work and service delivery are being profoundly re-shaped. Global service delivery has traditionally been viewed as a powerful set of tools for improved and lower cost operations, but we are now evolving rapidly from an era of wage arbitrage to an era where global delivery is becoming one of the key engines for innovation and insight.

Designed for business and technology leaders, this interactive session will explore: 

  • How multiple mega-trends are re-forming the enterprise

  • How global delivery is becoming an innovation and insight engine

  • Practical tactics for today and tomorrow

12:30-12:45 Break


 

12:45-1:40 Politics of Outsourcing


 

Moderator: Naveed Husain – CIO, Queens College

 

Panelists: Alex Kozlov – Director of Marketing, North America, ISG

Thomas Lang – Vice President, Wipro

Michael Lyons – Major, US Army

Denis Beissel – Retired Director of United Nations

 

Department of Peacekeeping and Former Head of Human Resources for the United Nations System.

  • Geopolitical, world events, government programs supporting or discouraging outsourcing – government regulation, privacy, data security, etc.

  • The panel will present the perceptions of benefits and negatives of outsourcing in a down global economy. The panel will discuss risks associated with sharing information with foreign nationals and treaties that protect US investors against host government actions including public interest laws that could potentially diminish profits. Panel will consider possible ethical concerns due to weak requirements for US firms.


 

1:45-2:40 How to Manage Outsourcing Risks (Legal Session)

Jason Klitenic, Former Deputy General Counsel, U.S. Department of Homeland Security

Partner, Holland & Knight, Washington, D.C.


 

  • A 360° look at the issues of managing outsourcing risks – financial, business, security, terrorism, disaster recovery/business continuity – examples of events and responses from disaster in Japan, Egypt, and Philippines etc. – the realities and obstacles.


 

2:45-3:30 Technology and Outsourcing

 

Moderator: Joe Talik, Portfolio Partner, Terremark – A Verizon Company

 

Panelists: Frank Vella – Chief Operating Officer, Virtustream

Andrew Wasser – Associate Dean, Carnegie Mellon University

Ken Saloway – Program Director, Cloud Computing Consortium

Jerry Luftman – Professor & Managing Director, Global Institute for IT Management

Christopher Bernard – Managing Director, Cushman & Wakefield

 

 

  • Cloud - the benefits of leveraging cloud computing, virtualization and security impacts of advanced technologies.

  • The panel will discuss the perceived benefits of leveraging cloud computing and virtualization in the further promotion of ITO and Managed Services and BPO in the area of Big Data and Data Analytics, the concern of security surrounding the use of Cloud Computing and possible concerns about the location of client data in the cloud in relationship to national data protection laws.  The final discussion point with the panel will be around the new skill sets and tools/processes to support a cloud computing environment.


 

3:30-3:45 Break


 

3:45-4:30 Cross-Fire Panel (Buyers vs. Providers)

 

Moderator: Frank Casale, Founder and CEO, The Outsourcing Institute

 

Panelists: Vishal Ahluwalia, Executive Director, Head Outsourcing/Off-shoring WMA, UBS

Diana D’Ambra, Managing Director, New Ventures, The Outsourcing Institute

John Lalli, Chief Operating Officer, Blue Hill Data

Mike Beals, CEO, Selah Group

Joseph Rosenthal, Vice President, Global Infrastructure Services Technology

Sourcing, Barclays Capital

Rob DiGiaro, Director, Supply Management, Credit Suisse


 

The Disconnect: "Buyers are from Mars and Venders are from Venus"

In spite of the fact that outsourcing has been around for over 20 years, we still see this recurring theme of the disconnected and in some cases dysfunctional relationship between outsourcing clients and providers. This large and growing trend may be the single most significant thing impeding ROI for both sides of the equation. There is a famous BB King song entitled "The Thrill is Gone.” Is this what you hear as you enter your monthly governance meetings?

In this panel consisting of buyers and providers, we will candidly analyze and debate the key factors contributing to this malaise and recommend practical solutions for those seeking to get to a good productive place with their outsourcing partner. This will be a great session. Don’t mind the finger pointing.

 

 


 

4:30-5:00 Event Closing and Thank You

Donald Mones, Director, IT Vendor Management & Sourcing, MetLife

Joe Talik, Portfolio Partner, Terremark – A Verizon Company


 

 

5:00-7:00 Cocktail and Networking Reception

  • Awards Ceremony - NYC Top 10 Power Networkers

  • This industry is just as much about WHO you know, as WHAT you know.  OI Road Show cocktail and networking receptions have a reputation for being a “must attend” for those looking to build their Rolodex, as much as their knowledge base.

  • Bring your business cards . . . and, enjoy!


 

 

Interviews from Road Show Presenters

Outsourcing Tales from the Road - MetLife's Donald Mones

Ex-Homeland Security Official Warns of Cyber Threat

Tales From the Road: Buyer's Advice- Structure the Sourcing Deal to Improve Outcomes

TALES FROM THE ROAD Expert Explores Talent Gaps & Innovation Challenges in Global Sourcing.pdf

 

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