IAOP Chapter: Outsourcing Tools & Technology Innovation

The 2010 Outsourcing Tools & Technology Symposium

Monday, October 25, 2010; 8:00 am to 6:00 pm
Symantec Corporate Campus in Mountain View, CA

The IAOP Global Technology Industry, San Francisco and Outsourcing Tools & Technology Innovation chapters will hold a one-day symposium where leading users and providers will share their experiences and best practices in the use of tools and technologies to improve the value from outsourcing and/or shared services. Speakers will share how they’ve used advanced tools and technologies to positively impact the financial performance, service quality, capabilities delivered, risk/compliance and overall governance of their existing contracts/relationships. For the first time, the leading tools providers in the industry will also come together to present how their advanced technologies can be put to work quickly and affordably to enhance outsourcing value to your organization.

The symposium is free to IAOP Corporate and Individual Professional Members. Non-Members are also welcome to attend free of charge by requesting a guest pass when enrolling. Attendance will be limited to the first 150 registrants.

Program:

The symposium consists of 3 speakers, 2 educational tracks and a tools networking/exhibition session: 

8:00 am – 8:30 am: Continental Breakfast – Complimentary

8:30 am – 8:40 am: Welcome & Introductions

8:40 am – 9:00 am: State of the Outsourcing Industry in use of Tools & Technology

9:00 am – 9:40 am: Keynote Speaker – Announced Soon

9:40 am – 9:50 am: Coffee Break – Complimentary

9:50 am – 10:40 am: User Speakers – Sessions 1, 2 and 3

10:40 am – 10:50 am: Breakout Session Coffee Break

10:50 am – 11:45 am: User Speakers – Sessions 4, 5 and 6

11:45 am – 12:45 pm: Luncheon – Complimentary

12:45 pm – 1:00 pm: Intro to Tools & Technology Showcase

1:00 pm – 2:20 pm: Tools Providers (Five 15 Minute Sessions) 

2:20 pm – 2:30 pm: Coffee Break – Complimentary

2:30 pm – 3:50 pm: Tools Providers (Five 15 Minute Sessions)

3:50 pm – 4:30 pm: Closing Keynote Speaker

4:30 pm – 6:00 pm: Networking Reception & Tools Exhibition 

• Maximum of 150 registrations accepted
• 6-8 user speakers and 8-10 tools providers/exhibitors
• Open to IAOP Members – Non-Members may attend with a guest pass 
• No charge to attend the symposium
• All food & beverages are complimentary
• The event hotel is the Hilton Garden Inn: +1.650.964.1700 (Reservations must be made using the code ‘IAS’ by Oct 4, 2010 to be guaranteed the rate of $149)
• Sponsorships are available – contact Matt Shocklee at +1.415.694.2807
• Optional Sunday event – wine tasting tour – enroll when registering for the symposium Tour nearby Santa Cruz mountains and 3 wineries via tour bus – lunch provided. Bus departs Hilton Garden Inn at 11:30 am and returns at 5:30 pm. Cost for the wine tasting tour is $100/person 

Register at www.iaop.org/Tools_Symposium.
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MISSED A MEETING?

Click here to download past meeting presentations for all IAOP Chapters.
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“Use of Tools & Advanced Technologies to Improve the Value in the Outsourcing Contracting Process”

Mayer Brown LLC, Chapter Chair of IAOP's Contract Process Chapter shared their view on how contemporary tools and advanced technologies can be used to improve value in the overall outsourcing contracting process. Partners, Paul Roy and Brad Peterson from Mayer Brown shared examples of how leading outsourcing customers are using varied tools and technologies to make the contracting process simpler, faster, more accurate, less risky while being less expensive as well. They also shared some examples of how they're using their own tools and technologies with their clients to improve overall outsourcing business value.
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Meeting held April 21, 2010

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by Amex, AT&T, BeyondCore, GSOS and Wipro was held on Wednesday, April 21, 2010 from 1 pm to 2 pm EST.

Bruce Jones, Global IT Security, Compliance, Data Privacy & Risk Manager for Kodak, Inc. presenedt “The Use of Tools to Optimize Risk/Compliance in Outsourcing Contracts/Relationships.”

Kodak uses several tools to help with managing the myriad of risks associated with third parties in outsourcing relationships. This presentation will focus on the tools Kodak uses to assess and mitigate 3rd party risks as well as some of the opportunities and challenges encountered in the process of using tools and technologies.
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Meeting held March 18, 2010

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by Amex, AT&T, BeyondCore, GSOS and Wipro was held on Thursday, March 18, 2010 from 1 pm to 2 pm EST.

This webinar focused on the use of tools and technologies to optimize the financial performance in outsourcing relationships.  We’ll address this topic through two separate sessions:

Automating Outsourcing Governance in Infrastructure Outsourcing:

Michael Swank, Global Service Executive, CSC and Jim Cyb, VP of Products, Blazent Software

Both Jim and Michael have a wealth of experience with the need for clearly defined expectations and measurable controls in successful infrastructure outsourcing relationships. In this session, they shared examples of specific financial benefits gained by automating key governance tasks including establishing infrastructure asset/inventory baselines, billing reconciliation, operational compliance, and more. They also briefly shared key features of the Blazent tools for governance automation and their real-life experiences with the tool/technology.

Balanced Scorecards and Outsourcing:

Mike Wind, IT Director, Collective Brands and Kapil Sanghi, Systems Plus Solutions Consultants

CIO’s today struggle to link the goals of IT and the business to outsourcing business results. They’re also often strained to effectively govern outsourcing and managed services relationships. Mike joined consultant Kapil Sanghi from Systems Plus Solutions to share hands-on experiences in addressing these challenges through the use of Balanced Scorecards to improve the financial performance of outsourcing relationships.
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Meeting held February 2, 2010

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by Amex, AT&T, BeyondCore, GSOS and Wipro was held on Tuesday, February 2, 2010.

Agenda

1:00 pm: Welcome

1:10 pm: IAOP Value Framework & Health Check Survey Update
Matt Shocklee, COP, GSOS

• Review of Rationale & Key Elements of the Value Framework
• Update on IAOP Membership use of Value Health Check
• Initial Trends and Key Insights
   

1:40 pm: ToolsMAP Update
Dr. Beena George, Professor, University of St. Thomas

• Key recommendations from Membership Reviews
• 2010 preliminary plans and feedback

1:55 pm: Review of Chapter Calendar of Events for 1st Half 2010

• Audience Feedback and Poll
   

2:00 pm: Close Meeting
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Virtual meeting held September 24, 2009!

The most recent virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by Amex, AT&T, BeyondCore, GSOS and Wipro was held on Thursday, September 24, from 1:00 to 2:00 pm EDT.

Megan Savage of Sun Microsystems presented "Effective Governance Using Vendor Management Scorecards" in which she will share her organization’s experience implementing a performance management system using contemporary tools and technologies to enable service provider management through dash-boarding and its impact on outsourcing relationship management (ORM).

 

Brian Goler of oDesk presented “Convergence of Globalization & Web 2.0 – The Democratization of Outsourcing” highlighting how Web 2.0 is enabling outsourcing marketplaces to be constructed providing high levels of work transparency, accountability and collaboration involving small to medium sized service providers addressing the outsourcing needs of businesses of all shapes and sizes around the world.
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Webinar held August 25, 2009!

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by GSOS, AT&T, BeyondCore, Amex and Wipro was held Tuesday, August 25, from 1:00 to 2:00 pm EDT.

During this meeting, the chapters co-chair’s, Matthew P. Shocklee and Beena George, introduced each of the organizations who have identified a ‘tool’ in the “IAOP ToolsMAP V1” release. Each contributor discussed the features and capabilities of their entry. “IAOP ToolsMAP V1” contributors include: BeyondCore, Enlighta, EquaSiis, Hiperos, IAOP OperatorEvaluator, and Janeeva.
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Meeting held July 29, 2009!

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by GSOS, AT&T, BeyondCore, Amex and Wipro was held Tuesday, July 29, from 11:00 am to 12:00 pm EDT.

The chapters’ co-chairs and executive advisory committee released the “IAOP ToolsMap V1” during this webinar!

In addition, Steven Parkinson from TMA World provided a presentation entitled "Leveraging Tools & Technologies to Work Effectively Across Cultures." As the outsourcing industry continues to accelerate through globalization of commerce and our economies, many of us find ourselves working in a global workspace, with customers, colleagues, partners and suppliers who have very different values, assumptions and working styles than our own. Through this discussion, we explored how to develop successful and productive relationships in a cross-cultural environment using a unique e-toll for building cultural intelligence, "Country Navigator."
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Meeting held May 26, 2009!

A virtual meeting of the IAOP Outsourcing Tools & Technology Innovation Chapter co-chaired by GSOS, AT&T, BeyondCore, Amex and Wipro was held on Tuesday, May 26, 2009.

The chapters’ co-chairs and executive advisory committee (EAC) welcomed your participation at their latest webinar where the IAOP demonstrated the “IAOP Outsourcing Value-Health Check Survey (VHCS)” to members and non-members.  Members who are using the beta version commented on their experience with the tool.  The tool is scheduled to be released June 1.
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Meeting held April 21, 2009

The Outsourcing Tools & Technology Innovation Chapter held their a webinar on April 21, 2009.  Professor Tom Kosnik from Stanford University shared enlightening data in a presentation entitled “Research Results on Total Cost of Outsourcing Operations.”

Two teams of graduate students conducted over 100 interviews with executives from top insurance and financial services firms as well as international BPO vendors during a six month period as part of a Global Entrepreneurial Marketing (GEM) class.  Direct cost of Operations (DCO) + Total Cost of Errors (TCE) + Cost of Control (CoC) = Total Cost of Ownership/Outsourcing (TCO).  By reviewing processes using this formula, information was shared that would help you shift your TCE Frontier and increase quality control.  For more in depth information, members may download the full presentation slide deck and view the webinar recording through the Chapter Presentations link in our Knowledge Center. 
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Meeting held March 10, 2009

The Outsourcing Tools Chapter held their first webinar of the re-launched chapter, co-chaired by GSOS, AT&T, BeyondCore, Amex and Wipro, on Tuesday, March 10, 2009 from 1:00 - 2:00 pm EST. 

During the first webinar lead co-chair Matt Shocklee introduced the concepts of the chapter and the leadership team with a presentation entitled “Meet the Outsourcing Tools Chapter Leadership Team as they Introduce their Strategic Program: ToolsMAP.”  This strategic program will help providers understand the contemporary needs of IAOP membership for tools including required features and functions, help all IAOP members understand the tools available to optimize outsourcing value and provide the industry with a forum to promote the development of advanced outsourcing tools & technologies.
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The Outsourcing Tools Chapter is Re-launched!

The Outsourcing Tools Chapter will be re-launching in 2009!  Chapter Co-Chairs Matthew Shocklee, President & CEO of Global Sourcing Optimization Services (GSOS) LLC, Kathy England, Vice President of AT&T, Inc, and Arijit Sengupta, CEO of Beyond Core, Inc. plan to bring you some phenomenal programs during 2009!

In addition to the chapter’s primary purpose, this chapter will create a forum where members will define the future standards that current and future tools providers should consider when developing future capabilities to address the needs of customers, providers and advisors involved in global outsourcing.

IAOP Members will be able to learn, interact and share stories with users, tools vendors, service providers and other thought leaders in the industry.  In addition, the Chapter will assist in setting guidance and direction for IAOP sponsored Tools Research which will be conducted periodically.
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Meeting Held – Tuesday, September 18, 2007

The third meeting of the Outsourcing Tools Chapter took place on Tuesday, September 18, via webinar. Topics covered included:
Building Healthy Relationships Through the Use of Tools

“The Service Provider perspective”

We introduced two service providers who have recognized the value of using tools and technology to foster strong relationships by offering transparency, easy access to information and monitoring the overall performance the engagement.