Where the best minds in outsourcing meet.

The 2002 Outsourcing World Summit drew 569 professionals from 21 countries – the largest attendance in the conference’s five-year history.
Attendees heard from some of the field’s leading visionaries and practitioners, such as, James Brian Quinn, Oren Harari, Andy Cvitanov and Jag Dalal. They also explored specific case studies presented by companies such as Bank of America, AT&T, Sabre, Philips Medical Systems and Barclays Bank.
Comments like "Excellent conference – one of the best I’ve ever attended!" along with 93 percent of attendees saying the event met or exceeded their expectations confirm the event’s success.
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Ninety percent of 2002 sponsors rated the opportunity for networking in the Summit’s Exhibition Hall and the value of their sponsorship as a vehicle for business development good to excellent.
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"Superb networking opportunities."
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"An excellent program, lots of motivation and food for thought."
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"Professional and impressive – well worth the time and expense."
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Outsourcing's Visionaries
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Executive Trailblazers
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Michael F. Corbett Conference Chair
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Learn:
How strategy, selection and a solid management system are key to outsourcing success
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James Brian Quinn The Amos Tuck School, Dartmouth College
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Learn:
How outsourcing has become a powerful engine of innovation and profit generation
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Jagdish Dalal Carrier Corporation
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Learn:
The need for balance in measuring and managing the outsourcing relationship
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Charles P. Nemfakos The Department of the Navy
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How executive leadership, combined with outsourcing, can redefine the operations of the most complex organizations
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Mary Lou Cagle Bank of America
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Learn:
How to take an internal shared service and transform it into a business
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Case Studies Presented by the
Executive Team
- Linda Walton, Barclays Bank PLC and Janet Russell, Unisys Global Outsourcing
Launched a new business with the potential for major growth
- Mary Lou Cagle, Bank of America and Kevin Campbell, Exult
Transformed HR to generate increased value for employees and shareholders
- Mel E. Boaz, Philips Medical Systems and Alan Gonsenhauser, Salience
Applied sales outsourcing as a strategic weapon for both revenue acceleration and cost flexibility
- Alan Abrahamson, AT&T and Robert Palestri, Gale & Wentworth
Used Key Performance Indicators to measure and achieve exceptional performance goals
- Earl Strickland, Bank of America and John Maher, Trammell Crow Company
Managed business risks through real estate outsourcing
"The Outsourcing World Summit is the single best investment any executive can make in improving their knowledge of outsourcing"
Celebrating its fifth year as the world's premier executive program on outsourcing!
The Outsourcing World Summit—in its fifth year, and completely redesigned for 2002—is the world's largest and best-known executive program on outsourcing. Since 1998, the Summit and related events have been attended by more than 1,750 professionals from around the world with a common interest in using outsourcing as a powerful management tool to improve business performance.
Today's uncertain business world makes outsourcing more important than ever before!
The 2002 Outsourcing World Summit, being held February 18-20, 2002 at Disney's Yacht &
Beach Club Resorts, Lake Buena Vista, FL will showcase the executives leading the most innovative
outsourcing relationships in the world. Over eight hours of main tent presentations
will explore the increasing importance of outsourcing in today's rapidly changing, global economy.
"Excellent job of gathering the most innovative and thought-provoking practitioners in the field!"
More than thirty breakout track sessions will present in-depth case studies as well as leading consultants examining
outsourcing within the critical business activities that make up today's company.
"An excellent program, lots of motivation and food for thought."
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The Summit is also a superb networking opportunity. Its Exhibition Hall presents the leading outsourcing service providers in the world and its social events provide an exceptional
opportunity for beginning and building professional relationships so important to business success. |
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The Outsourcing World Summit brings together hundreds of customer executives, providers,
consultants, academicians, attorneys, analysts and press from around the world to share
outsourcing's best practices and to learn its next practices. The Summit showcases the most
important case studies, the latest business thinking and, through its Exhibition Hall, the
field's top outsourcing providers. |
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New for 2002! 'Topical Tables' Luncheon
This is your chance to pick topics of interest to you and join others who share your
interest in a free-flowing exchange over lunch.
"Professional and impressive -- well worth the time and expense."
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Keynote Presentations (Monday – Wednesday)
Educational Tracks What they are and what you will learn
Educational Track Sessions (Monday - Wednesday)
Who Should Attend/What You Will Learn
Program Schedule
Networking Activities
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Summit Themes
The 2002 Outsourcing World Summit provides executives directly involved in making and managing outsourcing decisions with the insights and latest thinking they need to improve their business's performance.
In developing the program, the Summit organizers have looked across the outsourcing lifecycle -- from strategy to implementation to management. Each and every has been designed to deliver practical experience and actionable guidance.
The following is just a sample of the topics to be addressed:
Outsourcing Strategy
Outsourcing Innovation: The New Profit Frontier
Netsourcing: Outsourcing's Third Wave
Establishing Outsourcing's Value Proposition for Your Organization
Unique Outsourcing Considerations for Mid-Size and Small Companies
The Future of Business Process and Information Technology Outsourcing
Identifying the Best Candidates for Outsourcing
Outsourcing Implementation
What it Really Takes to Make Outsourcing Work
Making it Happen: Creating a Culture Where Outsourcing Flourishes
Using Business Process Outsourcing to Enable Shared Services
Creating Outsourcing Balanced Scorecards
Opportunities and Best Practices for Offshore Outsourcing
Latest Legal and Contractual Considerations
Outsourcing Management
The Inextricable Link Between Outsourcing Measurement and Success
Best Practices in Managing Outsourcing Relationships
The Outsourcing Business Plan: A New Tool for Relationship Management
Building Stronger Relationships through Effective Conflict Resolution
Latest Management Guidance from The Outsourcing Research Council
The Summit provides an intense, three-day opportunity for learning and exchange with the field's leading thinkers and practitioners from across the industry and around the world.
The 2002 Outsourcing World Summit is the only event that brings together
today's business visionaries who have the knowledge you need to succeed!
Hear first-hand from top executives and influential thinkers as they
examine the issues, challenges and opportunities driving outsourcing in
today's global economy.
Keynote Presentations Monday, February 18, 2002
1:00pm - 1:45pm
The Three "S's" of Successful Outsourcing
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Michael F. Corbett
Conference Chair, President and CEO, Michael F. Corbett & Associates, Ltd., Chairman and Executive Director of The Outsourcing Research Council. |
Learn:
How strategy, selection and a solid management system are key to outsourcing success.
Although nothing as complex as a long-term relationship between two companies can ever be distilled down to mere sound bites, Mr. Corbett will draw from his ten-plus years of experience to offer a simple yet essential model for successful outsourcing decision making and execution -- what he calls the three "S's" of successful outsourcing.
The first "s" is strategy. Much as the Cheshire Cat advises Alice that which path she should follow 'depends a good deal on where you want to get to,' outsourcing is not an end point, but a means to an end. Successful organizations do not outsource to outsource; they outsource to create specific advantages for their business. The second "s" is selection. This means selecting the right areas to apply outsourcing to and, just as importantly, selecting the right organizations with which to partner. The final "s" stands for system. There must be a management system for making sure that the relationship continues to generate the advantages sought and receives the necessary ongoing investment of time, attention and energy. Once established an outsourcing relationship becomes a strategic asset–just as valuable and just as critical to the organization’s success as any other asset.
1:45pm - 2:45pm
Making Outsourcing Work – A Panel Discussion:
Sponsored by The Outsourcing Research Council
Learn:
Lessons in making outsourcing work -- from a panel of some of the field's leading practitioners.
Formed in 1997, The Outsourcing Research Council is the premier executive forum for knowledge sharing and innovative thinking in the field. Its members, from some of the largest and most successful companies in the world, work together on a regular basis to identify and exchange best practices and to investigate outsourcing's most important topics.
In this highly-interactive, wide-ranging discussion, council members and guests share their views and experiences in using outsourcing to transform their business's operations.
Topics to be discussed include:
- How do you create an environment for change that embraces and supports outsourcing?
- How do you deal with the critical people issues -- both within and outside the organization?
- How do you create an environment where the provider is an integral, value-creating member of the team?
- How do you deal with the unavoidable problems in a way that actually strengthens the relationship between the companies?
Keynote Presentations Tuesday, February 19, 2002
8:30am - 9:30am
Outsourcing Innovation: New Profit Frontier

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James Brian Quinn
Buchanan Professor of Management, Emeritus, The Amos Tuck School, Dartmouth College
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Learn:
How outsourcing has become a powerful engine of innovation and profit generation.
Today's innovation rates are skyrocketing. No enterprise, acting alone, can out-innovate all its competitors, suppliers, and potential suppliers. By strategically outsourcing elements of its innovation chain, companies can leverage their own capabilities by factors of hundreds to thousands, simultaneously decreasing their own risks and multiplying their customers' satisfaction.
Professor Quinn, widely recognized as one of the top management thinkers in our field, will outline the implications of these frontier changes in outsourcing and the strategic management practices leading companies to exploit the new opportunities they present.
9:30am - 10:20am
Outsourcing's Inextricable Link Between Measurement and Success

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Jagdish Dalal
Vice President, e-business and Chief Information Officer, Carrier Corporation.
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Learn:
The critical need for balance in both measuring and managing the outsourcing relationship.
Experience has shown that outsourcing measurement and success are inextricably linked. Yet, many have missed the subtlety of it. Some have depended completely on the outsourcing relationship to measure success; while others measure everything - from the universe to grains of sand - but fail to create a successful outsourcing model.
The presentation will introduce a "framework of measurements" that can lead to success -- near and long term. The framework addresses the balance of measurement in managing the outsourcing relationship from strategic (shareholder value) to tactical (limiting risks).
Mr. Dalal's presentation calls on his decade long experience with outsourcing from "both sides of the table."
10:50am - 11:40am
Leading Change: Using Outsourcing to Help Transform the Department of the Navy

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Charles P. Nemfakos
Formerly Chief Financial Officer and Deputy Under Secretary of the Navy, Currently Director, Product Line Development, Lockheed Martin Corporation
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Learn:
How executive leadership and vision, combined with outsourcing, can redefine the operations of the most complex organizations.
Outsourcing in the Federal sector, especially within the Department of Defense, presents unique challenges that would be recognized by any executive attempting widespread organizational change in an inherently rigid and inflexible structure.
However, leadership, vision and clarity of direction in the Navy's enterprise wide approaches to outsourcing, such as the Navy Marine Corps Intranet (NMCI), Enterprise Resource Planning, Navy e-business operations office and other current initiatives show real promise in improving performance, efficiencies and business outcomes.
Mr. Nemfakos will draw upon his experience to share practical techniques for overcoming institutional obstacles, such as:
- The inherent inflexibility of large organizations to expand and contract their infrastructure and systems quickly, largely due to a hierarchical decision making process
- The ineffectiveness of hierarchical organizations in communicating and educating their workforce about the value of outsourcing
- The limitations of unique budgetary and appropriations processes
Outsourcing initiatives within the Department of the Navy bring a “well of fresh ideas," but also conflicting corporate strategies. By working collaboratively, we can translate these ideas into improved business performance and realign the Naval "corporation."
11:40am - 12:30pm
From Purchaser to Provider: Full Circle and Lessons Learned

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Andrew P. Cvitanov
President & CEO, American Express Tax & Business Services
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Learn:
The observations, experiences and unique lessons learned in taking the journey from a purchaser of outsourcing services to becoming a provider.
Andrew D. Cvitanov was responsible for driving the outsourcing of operating activities at American Express. After creating a department, evaluating and outsourcing a wide variety of operating activities and devising a managerial structure to oversee the ongoing relationships, he was appointed President and Chief Executive Officer of American Express Tax and Business Services (AETBS).
AETBS is the tenth largest accounting firm in the United States with over 50 offices, operating in 17 states. The firm provides a broad spectrum of financial services focused on the small to middle market and high-end individual client base. It has recently become successful in providing services to its clients through the outsourcing of traditional financial activities.
Mr. Cvitanov will share:
- His unique perspective, having been on both sides of the transaction
- His opinion on the future of outsourcing, especially as it begins to move into the middle market
Keynote Presentations Wednesday, February 20, 2002
8:30am - 9:20am
What it Really Takes to Make Outsourcing Work

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Wendell Jones Ph.D. CEO, Outsourcing Advisors International, LLC
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Learn:
How to move more, high-value outsourcing relationships through your organization faster, with better results and lower risk.
It is one thing to embrace outsourcing in principal; it is quite another to design and implement a program for applying it across the organization. Much of the opportunity for business improvement through outsourcing gets lost or delayed as a result of incomplete planning, inconsistent execution and an inability to overcome the natural internal resistance. The result is that the process takes too long or actually fails to be completed after costly delays and restarts, the deal produces less business value than expected, the relationship is not managed well enough to achieve the benefits, and the parties create unnecessary and unanticipated risks.
Dr. Jones, as a customer, planned and executed one of the largest outsourcing programs in history--a $3 billion IBM-McDonnell Douglas contract. Later, as a service provider for three years, he was responsible for worldwide service delivery of outsourced IT services.
In this presentation, Dr. Jones shares:
- A framework for a cohesive management system for successful outsourcing
- How to engage a firm's leadership in a comprehensive program for organizational change
- How to extend this program for change throughout the design, implementation and management of outsourcing relationships across the business's operations
9:20am - 10:00am
Netsourcing Business Applications: Leveraging the Third Wave of Outsourcing

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Mary C. Lacity
Associate Professor of MIS, University of Missouri-St. Louis
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Learn:
Why nearly all organizations--large and small in both the public and private sector--will netsource business applications over the next five years.
Netsourcing is the practice of renting or "paying as you use" access to centrally managed business applications, made available to multiple users from a shared data center over the Internet or other networks via browser-enabled devices. The concept of delivering business applications as a service--or "aps on tap"--was initially called application service provision (ASP). But that term has proved too narrow. Customers are also using netsourcing to hand-over entire business processes to service providers, such as human resource management or accounting.
Nearly every research firm has predicted a huge growth in netsourcing, with estimates as high as $100 billion by 2004. Although the dot-com and technology stock market crashes have resulted in sluggish growth at present, Ms. Lacity's research has found that nearly all organizations--large and small in both the public and private sector--will netsource business applications over the next five years because the underlying value proposition is so compelling.
Every business manager will need to understand the principles of sound netsourcing. For managers within small to mid-sized enterprises, netsourcing will likely become a predominate way to source business applications and services. For large enterprises, netsourcing will become part of an overall sourcing strategy--just one important option among many.
In this session, Professor Lacity provides:
- The tools needed to evaluate netsourcing in the context of proven and established sourcing principles
- A new body of research in the business application service provision sector
- Dozens of case studies derived from a global research program
11:20am - 12:30pm
Making it Happen: Creating a Culture Where Outsourcing Flourishes

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Oren Harari
Best Selling Author of "The Leadership Secrets of Colin Powell" and "Beep Beep! Competing in the Age of the Road Runner"
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Learn:
How you as a leader can create an organizational and outsourcing environment marked by collaboration and trust, and why that pays off big time in terms of innovative solutions, cost efficiencies, profit margins, and customer loyalty.
In today’s glutted, hypercompetitive, and volatile global marketplace, outsourcing is a practical necessity for surviving. But for thriving, and for truly capitalizing on the innovative potentials of outsourcing, collaboration and trust are absolutely necessary. Unfortunately, too many organizations give mostly lip service to these concepts, and outsourcing often becomes an arms-length, quasi-closed, overly legalistic, almost-commodity like relationship.
In this talk, Mr. Harari describes the kinds of leadership, cultures, systems, and networks that generate the collaboration and trust necessary for true value-creation in outsourcing. Make no mistake; the so-called "soft" stuff like genuine collaboration and trust is actually the "hardest" thing to pull off successfully, but the capacity to do it will take your outsourcing relationships to unimaginable performance levels.
Mr. Harari presents plenty of data and examples to illustrate what you as a leader can do to make it all happen.
Eight Educational Tracks offering thirty individual sessions addressing today’s most important topics.
Educational Tracks provide an in-depth learning experience into outsourcing within specific
areas of today's organizations, including:
Business Process Outsourcing
By looking across traditional organizational silos and outsourcing entire business processes leading companies are revolutionizing customer service and creating exceptional shareholder value.
Learn: |
From: |
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How one of America's top shared services executives uses a competitive analysis model to map, cost, source and manage back-office operations |
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Kathleen A. Murray, North America Leader of Infrastructure, PricewaterhouseCoopers LLP |
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The unique advantages back-office outsourcing offers mid-sized firms |
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Rebecca Scholl, Senior Analyst BPO, Gartner Dataquest |
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How to analyze BPO opportunities for your organization |
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Raymond E. Bayley, Chairman and Chief Executive Officer, Brigade Corporation |
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How to identify and select the right provider |
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Janet Russell, iPSL Director of Operations, Unisys Global Outsourcing |
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A new blueprint for the payment services that creates a new business with potential for major growth |
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Linda Walton, Director Sourced Service Delivery, Barclays Bank PLC |
Information Technology
As companies race for competitive advantage, information becomes the strategic business asset. But for many, day-to-day maintenance and operation of IT systems producing that information actually distracts their focus from core business.
Learn: |
From: |
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How to get the best value from IT outsourcing |
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Andrew Cuomo, CEO Chief of Staff, Sabre Inc. |
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About the countries, alternatives and issues to consider when outsourcing IT and software development offshore |
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Marty McCaffrey, Executive Director, Software Outsourcing Research |
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The latest insights on information technology outsourcing |
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Bruce Caldwell, Principal Analyst, Gartner Group |
Human Resources Outsourcing
With the emergence of employee self-service and eHR as driving forces, human resources outsourcing is key to enhancing the efficiency and strategic value of this critical business process.
Learn: |
From: |
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How to take an internal shared service, like HR, and transform it into a business that generates value for employees and shareholders |
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Kevin M. Campbell, Chief Operating Officer, Exult, Inc. |
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Mary Lou Cagle, SVP of Business Transformation and Benefits, Bank of America |
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Insights necessary to manage successfully in the "commercial era" of shared services |
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Robert W. Gunn, President, Gunn Partners, Inc. |
Sales, Marketing & Customer Care Outsourcing
Outsourcing of the most direct aspects of customer contact creates powerful new opportunities for growth.
Learn: |
From: |
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How professional sales outsourcing is a new strategic weapon for revenue acceleration and cost flexibility |
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Alan Gonsenhauser, Vice President, Marketing and Chief Marketing Officer, Salience |
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Mel E. Boaz, National Sales Manager, Philips Medical Systems |
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How to analyze the opportunities for Customer Care Outsourcing in an increasing Web-driven world of customer "contact" |
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Roger H. Nunley, Managing Director, Customer Care Institute |
Corporate Real Estate & Facilities Operations Outsourcing
Outsourcing of property, asset and facilities management can significantly reduce costs, improve efficiency, extend a facility’s life, and enhance customer service.
Learn: |
From: |
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How to identify and manage business risks related to real estate through outsourcing |
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John Maher, Group President, Trammell Crow Company |
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Earl Strickland, Senior Vice President, Critical Facilities, Bank of America |
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How to assess facilities management operations to determine need and potential benefits of outsourcing |
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Stormy Friday, President, The Friday Group, and IFMA Fellow |
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How to develop a comprehensive transition plan for a real estate outsourcing initiative |
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Robert Palestri, President, Gale & Wentworth |
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Alan Abrahamson, Real Estate Operations Director, AT&T |
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How executives find the right balance between in-house and supplier resources |
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Fred J. Klammt, Principal, Aptek Associates, LLC |
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Parkash P. Ahuja, Executive Vice President, Global Support Services, Charles Schwab & Co. |
ASP & E-sourcing
E-sourcing and ASPs combine outsourcing and the power of the Internet to make the virtual corporation a reality.
Learn: |
From: |
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How companies are breaking through the traditional barriers to rapid, cost-effective, scalable application deployment through Application Service Providers (ASPs) |
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Leslie Willcocks, Andersen Professor of Information Management and E-Business, Warwick Business School |
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The detailed components of effective e-sourcing strategies, and how to make them operational |
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Special Topics
The Special Topics track touches on a number of emerging subjects, such as, advanced approaches to outsourcing and its management, and the latest thinking in manufacturing outsourcing.
Learn: |
From: |
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How organizations have moved to an advanced approach to achieving sustainable business benefits from outsourcing |
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Zia Qureshi, Managing Director, Business Catalyst International |
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How to develop, use and apply the Outsourcing Business Plan as a strategic and tactical outsourcing management tool |
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Jean-Francois Poisson, Director Outsourcing, Bell Canada |
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How to thoroughly assess manufacturing outsourcing and proceed with solutions that produce maximum value from the supply chain |
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Stephen J. Doig and Ronald C. Ritter, Associate Principals, McKinsey & Company |
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The detailed components of effective e-sourcing strategies, and how to make them operational |
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Leslie Willcocks, Andersen Professor of Information Management and e-Business, Warwick Business School |
Meetings of the Minds
Meetings of the Minds are a unique
opportunity for a free-flowing exchange of information between all session
participants. Each is facilitated by one or more practitioners with proven
experience.
Outsourcing Strategy
How to select the best candidates for outsourcing
Learn: |
From: |
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How to select the best candidates for outsourcing |
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Wendell Jones Ph.D., CEO, Outsourcing Advisors International, LLC |
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Steven S. Brown, Vice President, Business Process Outsourcing, Everest Group |
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Brian Lynch, Owner and Principal Partner, Professional Online |
Outsourcing Implementation
Learn: |
From: |
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The use of scorecards to define and communicate expected outsourcing outcomes in true business terms. |
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Edmond J. Jowdy, Jr., Independent Consultant, and former Senior Executive, The Aetna |
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Bill E. Broockmann, Consulting Director, Business Catalyst International |
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Outsourcing's unique legal considerations. |
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Julian Millstein, Partner, Brown Raysman Millstein Felder & Steiner |
Outsourcing Management
Learn: |
From: |
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The role that relationship management plays in ensuring value creation throughout the life of the deal |
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Michael F. Corbett, Conference Chair, President and CEO, Michael F. Corbett & Associates, Ltd. |
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The use of formal risk analysis methodologies to strengthen the business relationship and minimize outsourcing risks |
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Stuart Kliman, Director, Vantage Partners, LLC |
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Frederick W. Julien, Partner, Andersen, LLP |
Click Here for information on events in The 2003 Outsourcing World Summit Conference Series.