Matthew A. Karlyn, Co-chair
Attorney
Foley & Lardner

J. David Johnson, Co-chair
AVP, Global Resourcing
John Hancock Financial Services
Information Systems


Kari Murphy, Co-chair
Director of Sales and Marketing
Insigma HengTian Software Ltd

Executive Advisory Committee

Patricia Fisher
President
JANUS Associates, Inc

Praveen Akella
Senior Consultant
PricewaterhouseCoopers

Shankar Krishnamony
Global Client Partner
Wipro Technologies

Kathleen Foley Curley
Research Professor
Boston University School of Management

Andrew Lewkowicz
Vice President
RR Donnelley

Alex Kozlov
Director of Marketing, North America
ISG

Delgate Members

Mark Young

The primary focus of the New England Chapter of IAOP will be both networking and educational. The chapter is organized to provide opportunities for end-users, vendors, and advisors to collaboratively raise the level of discourse, continuing education, advocacy and professionalism related to outsourcing.

Quarterly

Meetings will be face-to-face business or educational events in meeting rooms or offices throughout the region, or social events at restaurants or other public venues throughout the region, or via teleconference. 

All IAOP Chapters adhere to the non-solicitation policy. Click here to view the policy.

The 2011 Outsourcing Tools & Technology Symposium – East

The IAOP New York, New England, Cloud Computing and Outsourcing Tools & Technology Innovation chapters hosted a Symposium where leading outsourcing customers, providers and advisors shared their experiences and best practices in the use of advanced tools and technologies to improve the value from outsourcing and/or shared services. Speakers shared how they’ve used these tools and technologies to positively impact the financial performance, service quality, capabilities delivered, risk/compliance and overall governance of their existing contracts/relationships. Industry leading outsourcing and shared service center tools providers came together to demonstrate how their solutions can be put to work quickly and affordably to deliver enhanced business value to your organization. A half-day Tools Provider Workshop followed the Symposium on May 25, enabling organizations to become intimately familiar with technologies available from these leading tools providers.

Tuesday, May 24

Kick-off: 
Outsourcing Accelerated – Service Delivery in the Age of Cloud Computing
Brian Zeve, General Manager, Professional Service Industry, Microsoft

Keynotes:

The innovation Blind Spot: a Darwinian Crisis
Audrey MacLean, Professor, Stanford University 

Tools and Accelerators to Help Lower the TCO for Technology Adoption
Nageswar Cherukupalli, Senior Engagement Manager, Information Management, Infosys

The Cloud Enabled Business
Saideep Raj, Senior Executive, Accenture

Why BPO Is Broken and How BPaaS Could Be the Solution
Arijit Sengupta, CEO, BeyondCore, Inc.

User Break-out Sessions

Use of Next-Generation Tools and Tools Enabled Services for Spend Insight and Improved Compliance and Governance
Irfan Burney, VP, Citigroup
Nipun Sehgal, CEO, Enlighta, Inc.

Panel Discussion
Moderator: Matthew Karlyn, Attorney, Foley & Lardner, LLP
Panelists:Kari Murphy, Managing Director, HengTian Services LLC
Alex Kozlov, Director of Marketing, Compass America Inc.
Andy Lewkowicz, Vice President, RR Donnelley

The User Experience Aspect of Enterprise Project Portfolio Management Systems
Kambiz Heydari, President, Velero Technologies

Optimizing the outsourcing/off shoring process from an Intercultural Management perspective
Pernilla Roersoe, Managing Director, Senior Consultant, itim Denmark 
Jerry Vastano, Managing Director, Consultant/Trainer, itim USA

Taking a Health Check of Outsourcing Relationships - The Kodak Case Study
Teresa Harris, COP, Global Partner Mgr. , Kodak, Inc.
Matt Shocklee, COP, President & CEO, GSOS & IAOP Global Ambassador 

Can You Trust Your Service Provider? Solving the Transparency and Governance Challenge!
Steve Sawtelle, Dirctor of Global Asset Management, CSC
Lou Salfi, VP Worldwide Sales, Blazent

Power Tools for Thorny Problems
Al Crew, Director, Strategic Sourcing, CIGNA
Doug Parker, Consulting Principal, Pillsbury Winthrop Shaw Pittman, LLP
Rober Zahler, Partner, Pillsbury Winthrop Shaw Pittman, LLP 

Wednesday, May 25

Tools Provider Workshops

How to Perform an Outsourcing Relationship Health Check - Tools & Techniques
Matt Shocklee, COP, President & CEO, GSOS & IAOP Global Ambassador

Implementing Supplier Governance Solutions
Nipun Sehgal, CEO, Enlighta, Inc.

IT Outsourcing Lessons Learned: What It Takes to Get What You’re Paying For
Howard Hastings, Sr. Director Products & Marketing, Blazent

Too Good to Be True? See for Yourself.
Arijit Sengupta, CEO, BeyondCore, Inc.

An Emerging Approach to Facilitating Sourcing Management Through Improved Data Mobilization
Jeff Oxman, Partner, TPI
Alex Kozlov, Director of Marketing, Compass Management Consulting

Cloud Computing Overall; Private vs. Public Clouds
Vishwas Lele, CTO, AIS 
Brian Zeve, General Manager, Professional Service Industry, Microsoft

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Meeting held on December 1, 2010

A meeting of the IAOP New England Chapter, chaired by Foley & Lardner, John Hancock Financial Services and Insigma HengTian Software Ltd, was held  in conjunction with the IAOP Cloud Computing chapter, chaired by  BeyondCore,  Accenture,  EquaTerra,  Infosys, Microsoft, Sears Holdings and Genpact, on Wednesday, December 1, 2010, from 3:30 to 6:30 pm at the Boston University School of Management, 4th Floor Executive Leadership Center, 595 Commonwealth Avenue, Boston, MA. The meeting was also available via webinar.

Agenda:

Vendor Spotlight 
Andy Lewkowicz, RR Donnelly

Legal Minute - summary of legislation pending in Congress and states that may have an effect on outsourcing 
Matt Karlyn, Foley & Lardner LLP

Panel Discussion led by Compass America Inc. "How Utility Computing is Effecting Outsourcing: The Good, The Bad, and The Ugly"

Panelists:
Stephen M. King, Director, Strategic Accounts, Océ Business Services, Inc.
Andy Lewkowicz, Vice President, RR Donnelley Global Services
John Martino, Director, Supply Management, Aetna, Inc.
Ingrid Miller, Director of Operations, Rural Sourcing, Inc

This meeting was being sponsored by Rural Sourcing, Inc, Foley & Lardner, Insigma HengTian Software Ltd and John Hancock Financial Services.
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Meeting held January 28, 2010

A meeting of the IAOP New England Chapter, chaired by Foley & Lardner, John Hancock Financial Services and Insigma HengTian Software Ltd was held on January 28 from 3:30 to 6:30 pm at the Boston University School of Management at 595 Commonwealth Avenue, 4th Floor, Boston, MA.

The Chapter Meeting is sponsored by Rural Sourcing, Inc., Foley & Lardner LLP and HengTian Software Ltd.

Agenda:

Case Study: “Putting PR and Social Media to Work to Tell the Outsourcing Story”

Outsourcers can significantly increase their visibility within the IT services/outsourcing community by executing integrated public relations programs blending traditional PR strategies with today’s social media relations opportunities. Topaz Partners, a leader in technology PR and social media, will present a case study on how integrated public relations has successfully generated awareness for one of their outsourcing clients, allowing them to “influence the influencers.” The session will also include a review of PR and social media trends for 2010, providing insights to allow you to take advantage of this valuable communications channel for the outsourcing industry.

Paula Slotkin, Topaz Partners

BU/IAOP Collaboration 
Kathleen Foley Curley, Research Professor, Boston University School of Management
Elizabeth Nassar, Director of Executive Education, Boston University

“Expanding the Sourcing Frontier: Leveraging Knowledge Services in a Global Organization”

As firms are looking to capture meaningful and incremental value from their off-shoring and outsourcing relationships, beyond just cost arbitrage, many are looking for access to “Knowledge Services”. Remotely delivering domain specific knowledge services has increasingly become an accepted practice as sourcing models have matured. However, determining which core processes to outsource and how to align with strategic initiatives without losing control is still a challenge. As the global operating model transforms from a vendors/captives based model to a COEs/Hubs based model, the boundary between the firm and 3rd Party is evolving. This panel will provide insights across the spectrum of knowledge services on how customers are driving more value from hybrid sourcing models and discuss ways that organizations can leverage these opportunities to support their global initiatives.

Moderator: Bob Williams, Chairman, Insigma HengTian Software Ltd.

Panelists will include:
Kleber Gallardo, CEO, Alivia Capital LLC
Elizabeth Grealy, CEO, Grealy Globalization
Ken Miller, Wipro
Ingrid Miller, Director of Operations, Rural Sourcing, Inc.

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Meeting held November 19, 2009

A meeting of the IAOP New England Chapter, chaired by Foley & Lardner, was held Thursday, November 19 from 8:30-11:30 a.m. at the offices of Foley & Lardner LLP, 111 Huntington Avenue, 26th Floor, Boston, Massachusetts. 

The topic was "Extracting Maximum Value Out of Your Outsourcing Relationships: Strategies, Techniques and Tools." Chapter Chair Matthew Karlyn of Foley & Lardnermoderated the meeting. Panelists included Jason Tata of KPMG, Praveen Akella of PwC and Shankar Krishnamony of Wipro Technologies. PwC addressed the topic from the advisor's perspective and Shankar Krishnamony of Wipro Technologies presented the provider's perspective.

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Meeting held May 28, 2009

The most recent meeting of the IAOP New England Chapter was held on May 28, 2009 at the offices of the chapter’s new chair, Foley & Lardner.

New chapter chair, Matthew Karlyn of Foley & Lardner, introduced the New England Chapter’s initiatives and plans for 2009, which include meetings in Connecticut and Rhode Island.  Following the introductions, a discussion on the topic of “Outsourcing Strategies During Changing Economic Times” took place.  

In this session, Matt  joined Vicki Cook, Project Director at TPI, Patricia Fisher, CEO of Janus Associates, and other industry experts to discuss the effect of economic instability on outsourcing transactions and what your organization might do to leverage the economic environment to maintain and enhance your company’s outsourcing relationships and create successful outsourcing transactions.  Topics included termination rights, pricing negotiations, data security concerns, lessons learned from Satyam and transition planning.  

Also, Patricia Fisher, CEO of Janus Associates, discussed the “Changing Security Issues Involved in the ARRA (Stimulus) Act and How it Might Affect Outsourcing”.

A networking breakfast hosted by Foley & Lardner and TPI took place between 8:30 to 9:00 a.m.

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Meeting held September 10, 2008

The latest meeting of the IAOP Boston Chapter was held on September 10, 2008 from 3:30 to 7 pm (EDT) at the Doubletree Hotel, 5400 Computer Drive, in Westborough, MA 01581.

Chapter Chair, Robert Teplansky of Expense Management Solutions, as he welcomed co-presenters Carl Avola, Global Commodity Manager for Sun Microsystems, and Michele Flynn, President of Expense Management Solutions, who spoke to the topic of “Supplier Relationship Management at Sun Microsystems: New Strategies and New Technologies Power Innovative Approach”.  

Sun Microsystems engaged Expense Management Solutions to assist in the development and implementation of a world class supplier relationship management (SRM) program. The program included appropriate training as well as the development of a community for relationship managers within Sun where they could share knowledge and obtain support, guidance and access to appropriate tools and information.

A networking reception, hosted by Jones Lang LaSalle, was held from 6 – 7 pm.
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Meeting held Thursday, June 12, 2008 

The IAOP Boston Chapter Chaired by Rob Teplansky of Expense Management Solutions, held its latest meeting on Thursday, June 12, 2008 from 8:30 a.m. to 10:30 a.m. at the offices of Foley & Lardner LLP, 111 Huntington Avenue, 26th floor, Boston.

The program included a presentation on “IP Protection and IT Security for Outsourced Software Services” provided by Bernard (Bud) Mathaisel, former CIO of Walt Disney Company and Ford Motor Company, currently CIO with Achievo.

In addition, a new IAOP research initiative was unveiled that will be tested in Boston before being rolled out globally. This research will take a unique look at the role of geography in the global outsourcing economy. The resulting knowledge will benefit customers, service providers and advisors alike. At the IAOP Boston Chapter, we are excited to lead the way on this initiative!

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Meeting held Thursday, April 10

The latest meeting of the IAOP Boston Chapter was held on Thursday, April 10, 2008 from 8:30 a.m. to 10:30 a.m.  This meeting was hosted by Matthew Karlyn of Foley & Lardner LLP and held at their offices: 111 Huntington Avenue, 26th floor, Boston. It included a continental breakfast and a networking session.

A roundtable discussion regarding: “Accelerating Growth through Outsourcing and Offshoring"  was led by Rob Teplansky of Expense Management Solutions, Inc with guest speakers Matthew Marx, Technology Director at Massachusetts Pension Reserves Investment Management Board (PRIM), and Karl Boone, Consultant from PA Consulting Group.  Following is a snapshot of the presentation that was provided: 

For many financial institutions organic growth is their top priority.  They want to build internal capabilities to grow revenue and market share.  But how do they quickly develop these capabilities while minimizing cost increases?  

Today, many financial institutions are outsourcing and offshoring with an eye to:  maintain flexible cost structures; create scalable capabilities that respond to changing business dynamics; offer their internal staff mobility and growth opportunities while backfilling; audition new partners and staff; and externalize routine and administrative activities.

This discussion covered: How leading financial institutions today are using these management approaches to have positive impact on their business; how they handle the myriad challenges with security, privacy, management control, and still deliver value; how they deal with the legacy of billions of dollars worth of outsourcing contracts that are approaching renewal; and much more!

Meeting Held: May 10, 2007

Chairman Summary:

The Boston Chapter of IAOP held its most recent meeting May 10, 2007. Sun Microsystems hosted the meeting at their offices in Burlington, Massachusetts, generously providing refreshments for all attendees.

Chapter Chair, Robert Teplansky of Expense Management Solutions, provided an overview of IAOP and the Boston Chapter before introducing the main program, “Russia and Eastern Europe: Multisourcing at Work.”The panel represented five different companies with expertise in providing outsourced application and software development in Eastern Europe. The presentation focused on the education, infrastructure, talent, and pricing advantages that may be found for companies interested in outsourcing application and software developing to Eastern Europe, with a specific focus on Russia, Belarus and Ukraine. The panelists discussed the particular business scenarios where Eastern Europe may provide benefits that are more difficult to find in other geographic regions. They also addressed particular business scenarios where Eastern Europe may not provide specific added benefits vs. other geographic regions. A very interactive question and answer session followed their prepared comments. Following the program, attendees continued their discussions during a networking reception hosted by Sun Microsystems.

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Previous Meeting – March 29, 2007

The prior meeting of the IAOP Boston Chapter was held on Thursday, March 29 and was chaired by Robert Teplansky, Director, Expense Management Solutions, and hosted by MITRE Corporation at their offices - 202 Burlington Road, Bedford, MA.  

Patrick Sullivan of DeCava Consulting, and Raymond F. Leavitt, Director, Corporate Security and Administration, MITRE Corporation, presented a compelling case study - the story of MITRE Corporation’s journey from a dysfunctional vendor relationship to outsourcing partner.

Networking followed the educational portion of the meeting.