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Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 1 Gartner Sourcing & Strategic Vendor Relationships Summit 2014 EARLY-BIRD DISCOUNT Register by July 18 and save $300 September 10 – 12 | Orlando, FL | gartnerevent.com/us/sourcingnow KEY BENEFITS Learn new pricing and contracting models Negotiate better deals Identify a new breed of “digital” suppliers Manage your vendors for best performance Gain agility and cost benefits of cloud sourcing Successful Sourcing in the Digital Economy — New Rules, New Value

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Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 1

Gartner Sourcing & Strategic Vendor Relationships Summit 2014

EARLY-BIRD DISCOUNTRegister by July 18 and save $300

September 10 – 12 | Orlando, FL | gartnerevent.com/us/sourcingnow

KEY BENEFITS

Learn new pricing and contracting models

Negotiate better deals

Identify a new breed of “digital” suppliers

Manage your vendors for best performance

Gain agility and cost benefits of cloud sourcing

Successful Sourcing in the Digital Economy — New Rules, New Value

2 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

Successful Sourcing in the Digital Economy — New Rules, New ValueAdapt your sourcing strategy to reduce cost, increase agility and deliver innovation

Every industry is being disrupted by the move toward digital business. The forces that have enabled Netflix, Amazon and Spotify to redefine entire industries will also have a radical impact on your organization. Are you prepared to adapt your sourcing strategies to embrace the opportunities presented by cloud, mobility, big data, social and the Internet of Things?

Gartner Sourcing & Strategic Vendor Relationships Summit 2014 will help you understand how to adapt your sourcing approaches and vendor ecosystem to the growing requirements of digital business. From creating effective IT sourcing strategies, identifying and selecting new kinds of providers and adopting new pricing models, to managing current providers, the summit will give you fresh ideas and concrete, actionable advice.

Discover best practices and get inspired to:• Adapt sourcing strategies to deliver agility and cost savings

• Identify a new set of providers to drive innovation

• Manage your vendors for best performance

• Negotiate successful contracts and take advantage of the latest pricing models

• Establish “hybrid” environments of traditional and cloud-enabled services

• Ensure your sourcing team remains relevant and isn’t bypassed by the business

Extend your stay to expand your learning. Gartner Sourcing & Strategic

Vendor Relationships Summit 2014 is back-to-back with Gartner IT

Financial, Procurement & Asset Management Summit 2014, September

8 – 12. Save $1,105 on the standard conference price (for a total cost of

$3,795) when you register at gartner.com/us/ositam.

One week, two strategic summits

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 3

Digital opportunities demand a fresh approach to IT and sourcing

Together, social computing, mobile devices, big data, cloud and the Internet of Things are ushering in a new digital industrial economy. How are you adapting your sourcing strategy to enable IT to take advantage of the opportunities offered by the digital economy?

At Gartner Sourcing & Strategic Relationships Summit 2014, you’ll be able to access the latest research and thought leadership, engage one-on-one with an analyst, connect with peers and assess solution providers.

Drive performance and value through sourcing • Enhance your sourcing strategy to take advantage

of digital opportunities

• Develop a sourcing approach that allows you to run essential business operations effectively and respond quickly to new business demands

• Reappraise the vendor landscape and learn how to work with a new guard of suppliers

• Understand the business value, risks and maturity levels of cloud offerings

• Develop a vendor management program to drive more value and innovation from vendors, reduce risk and improve relationships

4 Keynotes

6 Meet the analysts

8 Agenda tracks

9 Summit features

10 Agenda at a Glance

14 Solution Showcase

15 Registration and pricing

Table of contents

CIOs, COOs and CFOs

Chief sourcing officers and heads of sourcing

Sourcing managers

Vendor managers

Contract managers

Procurement managers

Business unit managers

Global delivery managers, global sourcing managers

Who should attend?

Join other senior business and IT leaders who are planning on changing their sourcing relationships

will change their technology and sourcing relationships in the next 2 to 3 years for a variety of reasons:70%

Price/price structure

Service quality

Flexibility Ability to partner

Innovation Scale

4 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

KeynotesGuest keynotes

Being Decisive Dan Heath Our decisions are disrupted by an array of biases and irrationalities. Unfortunately, merely being aware of these shortcomings doesn’t fix the problem anymore than knowing that we are nearsighted helps us to see. The real question is: How can we do better? Dan Heath introduces a four-step process designed to counteract these biases. He shares fascinating stories, from a rock star’s ingenious decision-making trick, to a CEO’s career-ending acquisition, to a single question that can often resolve thorny personal decisions.

The Weather Channel: Digital Revolution Enabling Business Transformation Bryson Koehler The Weather Channel represents just 50% of The Weather Company, which is in the midst of transforming into a next-generation big technology company. “We have a new focus being a leader in big data,” says CIO Bryson Koehler. Koehler discusses how IT is enabling the “cultural and organizational revolution” behind The Weather Channel’s rapid revenue growth, including the relaunch of the TV network, new mobile apps, a big switch from Microsoft to Google apps, and the move to a cloud-based weather forecasting system.

Reimagining the Role and Value of IT Tom Koulopoulos Today’s CIOs are orchestrators of a vast set of services that often span a complex network of providers and partners. This network has become the backbone of innovation, strategy and new business models. Yet, the ubiquitous and invisible nature of technology is also why the business does not often appreciate the value of IT. Learn how to deal with the uncertainty and opportunity of tomorrow’s IT-driven businesses, how to take an analytical view of methodologies for building smart sourcing partnerships, and why the role played by data-driven sourcing strategies is so crucial.

Dan Heath New York Times Best-Selling Author; Co-Author of “Decisive,” “Switch,” “Made to Stick”; Senior Fellow, Duke University’s CASE Center

Bryson Koehler Executive Vice President and CIO, The Weather Company

Tom Koulopoulos Author, Consultant and Commentator

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 5

Linda R. Cohen Managing Vice President

Helen Huntley Vice President and Conference Chair

Gartner keynotes

Adapting Sourcing for a Digital Future Linda R. Cohen, Helen Huntley, Cathy Tornbohm Sourcing executives must achieve an important balance between delivering an existing portfolio of day-to-day operations (core services) and applying innovation to drive digital business enabled by technology. To date, sourcing has been largely focused on executing an efficiency-based (cost-driven) sourcing portfolio to “run the core.” However, there is significant pressure to exploit new digital business opportunities, in which future sourcing objectives are driven by speed and innovation. We provide pragmatic advice on running the core while adapting sourcing for a digital future.

Exploiting BPO and ITO Synergies to Support the Digital Business Era Cathy Tornbohm In many organizations, IT outsourcing (ITO) and business process outsourcing (BPO) are treated as separate initiatives with different decision makers. Many organizations begin their outsourcing journey with ITO and follow with BPO. So, the ideal combination of ITO and BPO is rarely achieved. We examine technology’s role in business process modernization and identify how to combine ITO with BPO to embrace the opportunities afforded by the digital era.

Cathy Tornbohm Vice President

“ This is a great opportunity to

network with your peers, interact

with vendors, and most

importantly take advantage of

one-on-one sessions with Gartner

specialists/consultants.” John Meur, Technical Services Manager, Lee County Clerk of Courts

6 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

Meet the analysts

David Edward Ackerman Director

Christopher Ambrose Vice President

Ed Anderson Vice President

FOCUS AREAS: Contract and deal development; service-level agreements; benchmarking and performance management; vendor selection

FOCUS AREAS: Applications outsourcing; sourcing strategies and contracting; vendor performance and relationship management

FOCUS AREAS: Cloud services (IaaS, PaaS, SaaS); cloud market sizing, trends and forecast; IT services

Bryan Britz Managing Vice President

Steven Buckley Vice President, Gartner Consulting

Linda R. Cohen Managing Vice President

FOCUS AREAS: IT outsourcing marketplace; service provider evaluation and comparison; IaaS; infrastructure outsourcing; industrialized IT services

FOCUS AREAS: Sourcing strategy; provider selection; sourcing management

FOCUS AREAS: Sourcing strategy; multisourcing; sourcing and vendor management; cloud sourcing strategy and governance

Claudio Da Rold Vice President and Distinguished Analyst

Kris Doering Director

Eric Goodness Vice President

FOCUS AREAS: Sourcing strategy; outsourcing market dynamics; alternative delivery models; IT infrastructure utility; IT services industrialization; industrialized low-cost services

FOCUS AREAS: IT application services sourcing for strategy, vendor selection, contracting/negotiation and management

FOCUS AREAS: Outsourcing deals; IT and operational technology alignment; outsourcing competencies; go-to-market planning; sales and channel strategy

Helen Huntley Vice President and Conference Chair

Ruby Jivan Director

Frances Karamouzis Vice President and Distinguished Analyst

FOCUS AREAS: Sourcing strategy, evaluation and selection; contract development and negotiations; vendor management; transitions; domestic, rural, nearshore and offshore/global delivery

FOCUS AREAS: Services outsourcing strategy (IT and BPO); supplier evaluation and selection; vendor management; process optimization and offshore delivery management

FOCUS AREAS: Strategy; business case analysis; shared-service centers; application development and outsourcing; applications services, including SaaS and offshore/ global delivery

Jim Longwood Vice President

Ian Marriott Vice President

William Maurer Vice President

FOCUS AREAS: Evaluation and selection; contract negotiations; deal management; SLAs; operating-level agreements; methodologies; outsourcing and IT services in Asia/Pacific; offshore country analysis

FOCUS AREA: Offshore outsourcing; global delivery models; outsourcing and IT services

FOCUS AREAS: Contract and deal development (SLAs); performance management; vendor selection

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 7

DD Mishra Director

Frank Ridder Managing Vice President

Eric Rocco Managing Vice President

FOCUS AREAS: Strategic sourcing and relationship management in large outsourcing contracts; SLAs and performance measurement; contract management; digital business

FOCUS AREAS: IaaS; cloud sourcing; sourcing strategy; infrastructure outsourcing

FOCUS AREAS: General services strategy; services market dynamics; service provider go-to-market strategies; general outsourcing trends; product support services

Gayla Sullivan Director

Patrick J. Sullivan Vice President

Cathy Tornbohm Vice President

FOCUS AREAS: Vendor management; procurement; sourcing; contract negotiation/management; cloud and SaaS-based contracting and managing megavendors

FOCUS AREAS: Application services market, including consulting, implementation, testing and application management; customer experience services; service provider marketing; competitive strategies

FOCUS AREAS: Business process outsourcing (BPO); finance and accounting BPO; alternative delivery models; business process utility

Gianluca Tramacere Vice President

Gilbert van der Heiden Vice President

Morgan Yeates Director

FOCUS AREAS: Outsourcing market dynamics; evaluation and selection of service providers; global delivery

FOCUS AREAS: Sourcing strategy; vendor selection; contracting; vendor management; application and testing services and metrics; operating-level agreements

FOCUS AREAS: Business process outsourcing (BPO) services; trends; forecast and Hype Cycle; HR BPO; Maverick research

Allie Young Vice President and Distinguished Analyst

FOCUS AREAS: IT services market; application services market/competition; application modernization; offshore/global delivery and rural sourcing; Latin America services trends/providers

8 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

Agenda tracks

A CIOs and Senior Leaders: Innovating and Succeeding in a Demanding Business Environment Enhancing sourcing strategies to effectively use internal and external resources across traditional, cloud-based and globally delivered services creates a new level of complexity, but it can also deliver the benefits of sustainable business differentiation. Learn how to adjust sourcing strategies to the needs of digital business, delivering innovation through the sourcing ecosystem and preparing sourcing for the impact of the Nexus of Forces (social, mobile, cloud and big data).

B Sourcing and Contract Managers: Effective Evaluation, Selection and Contracting in a Time of Change Recalibrating deal objectives to enhance business outcomes by using traditional and industrialized services requires a clear focus on industry-leading practices. As such, evaluation, selection and optimized contracting have never been more important. Learn how to adopt contracting best practices to assure a smooth transition to cloud computing and successfully adopt traditional and cloud-oriented outsourcing services.

C Vendor Managers: Managing Vendors in the Digital Industrial Economy IT vendors form an important ecosystem in any enterprise. They are important not only to IT operations, but for business success. Achieving effective outcomes from the broadening ecosystem of providers requires enterprises to effectively integrate a hybrid environment and execute disciplined vendor management practices. Learn the best approaches to managing strategic vendors and emerging delivery models while optimizing vendor performance, mitigating risks and enhancing relationships.

D Marketplace: Future-Proof Your Sourcing Strategies New vendors and services will reshape the marketplace. A reappraisal of the marketplace is required to take advantage of the new opportunities and avoid damaging risks. Get insight into specific service lines in the marketplace, including cloud, application services, data center, service desk, desktop and mobility services, and business process services. Know what is available in the market now and what you can expect in the near future.

Practical Outsourcing: Workshops, Clinics and Analyst-User Roundtables Business and IT professionals increasingly need to benchmark themselves against best practices and discuss the practical aspects of outsourcing with their peers. Attend this series of in-depth workshops, contract negotiation clinics and roundtable discussions, facilitated by Gartner analysts, to identify best practices and share practical tips with other attendees. Preregistration is required for these sessions and they are available to end users only.

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 9

Summit featuresGain knowledge, share experiences, network with your peers and meet with solution providers to improve your business

Preconference tutorials Join us on Tuesday, September 9, for our complimentary preconference sessions to get up to speed on sourcing.

Track sessions Discover the latest Gartner sourcing research that will help you make better decisions and drive results.

Hands-on workshops Immerse yourself in real-world problem solving, with practical take-aways. (Preregistration for these small- group sessions is required.)

End-user case studies Hear directly from user practitioners who share lessons learned and the successes and challenges of their sourcing initiatives.

Solution Showcase Meet with today’s leading and emerging solution providers and get the latest information on and demonstrations of new products and services.

Solution provider sessions Get an inside view of current marketplace offerings from the solution providers that develop them and clients who deploy them.

These topic-driven end-user forums are moderated by Gartner analysts. Learn what your peers are doing around particular issues and across industries. (Preregistration is required.)

Gain targeted advice on your toughest challenges. Discover the best way to move forward on critical work issues you’re currently facing at a one-on-one meeting with a Gartner analyst. Your take-away: actionable solutions that speak specifically to your situation. As a Gartner conference attendee, you are entitled to up to two private, 30-minute consultations with an analyst of your choice. These sessions are a great way to reinforce lessons learned and how-to recommendations presented throughout the conference. As our event attendees tell us, analyst one-on-one sessions are worth the price of admission, all by themselves. (Preregistration is required.)

Analyst-user roundtables

Analyst one-on-ones

10 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

2:00 p.m. Registration

2:30 p.m. T1. Sourcing Decision Framework: The Business-Aligned Approach to Outsourcing Linda R. Cohen, Allie Young

T2. Getting Your Approach to Offshore Right Ian Marriott T3. The Vendor Management Playbook: Building the Foundation for Managing Your Outsourcing Vendors Christopher Ambrose

3:30 p.m. T4. Gartner’s Best Practice Contract Structure — Build the Right Contract for Deal Success William Maurer

T5. Understand Sourcing Pricing Models — Traditional and Cloud Services David Edward Ackerman

T6. Five Key Areas That Can Make or Break Your Outsourcing Deal Ruby Jivan

4:45 p.m. T7. Implementing Operating Level Agreements to Streamline Multivendor Management Jim Longwood

T8. BPO Fundamentals: The 10 Things You Need to Know Morgan Yeates

T9. Use Due Diligence to Avoid Costly Mistakes in Outsourcing and Cloud Service Provider Selection Kris Doering

7:00 a.m. Registration and Networking Breakfast by Role and Topic

8:00 a.m. FF1. 60 Seconds or Bust: Summit Sponsor Snapshots Moderator: Eric Rocco

9:00 a.m. K1. Welcome and Gartner Keynote Adapting Sourcing for a Digital Future Linda R. Cohen, Managing Vice President, Gartner Research; Helen Huntley, Vice President, Gartner Research; Cathy Tornbohm, Vice President, Gartner Research

10:15 a.m. K2. Guest Keynote Being Decisive Dan Heath, Co-Author of “Decisive,” “Made to Stick” and “Switch”

TRACK A

CIOs and Senior Leaders: Innovating and Succeeding in a Demanding Business Environment

TRACK B

Sourcing and Contract Managers: Effective Evaluation, Selection and Contracting in a Time of Change

TRACK C

Vendor Managers: Managing Vendors in the Digital Industrial Economy

TRACK D

Marketplace: Future-Proof Your Sourcing Strategies

Workshops Analyst-User Roundtables

11:30 a.m. A1. How Adaptive Sourcing Strategies Deliver Agility, Efficiency and Digital Transformation Claudio Da Rold

B1. How to Integrate Cloud Infrastructure “aaS” With Traditional Outsourcing Solutions William Maurer

C1. The Future of Vendor Management: Taming the Complexity of Disruptive Forces Gayla Sullivan

D1. The New Look and Feel of Managed Services Enabling the Digital Enterprise Frances Karamouzis

AUR1. The Value of Cloud Services Brokerage Ed Anderson

AUR2. What Are the Best Practices in Managing Vendor-to-Vendor Transitions? Helen Huntley

12:15 p.m. Attendee Lunch and Solution Showcase Dessert Reception

1:45 p.m. Solution Provider Sessions W1. Avoiding Risk When Contracting for Cloud Services Frank Ridder (1:45 p.m. – 3:15 p.m.)

W2. Evaluating and Maturing Your Vendor Management Capabilities Linda R. Cohen, Gayla Sullivan (1:45 p.m. – 3:15 p.m.)

2:30 p.m. A2. How to Use Sourcing for Innovation Ed Anderson

B2. Pricing Trends and Methodologies: From ITO to “As a Service” David Edward Ackerman

C2. A New Comprehensive Framework for Establishing an Effective Vendor Management Program Helen Huntley

D2. Next Generation of End-User Services Must Support Digital Transformation Gianluca Tramacere

AUR3. How to Be a Sophisticated BPO Client Cathy Tornbohm

AUR4. What You Need to Know About Offshore Captive Centers in 2014 Ian Marriott

4:00 p.m. Solution Provider Sessions W3. Successfully Negotiating Infrastructure Outsourcing Contracts David Edward Ackerman, William Maurer (4:00 p.m. – 5:30 p.m.)

W4. Ten Steps to Improving Vendor Performance Christopher Ambrose, Gayla Sullivan (4:00 p.m. – 5:30 p.m.)

4:45 p.m. A3. Avoid Key Sourcing Risks When the Business Buys Direct Frank Ridder

B3. Charting the Course for Your Digital Journey Patrick J. Sullivan

C3. Vendor Management Techniques for Cloud Sourcing Linda R. Cohen

D3. Hybrid IT: Delivering IT as a Service Using Both Cloud and Non-Cloud Services Ed Anderson

AUR5. How Can We Tame the Complexity of Our Multivendor Ecosystems? Kris Doering

AUR6. What Are Current User Experiences in Consuming Cloud and Utility Services? Claudio Da Rold

5:30 p.m. Evening Reception

Agenda at a GlanceW

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Agenda key

Maturity level

Foundational: Offers the necessary understanding and first steps to those in the early stages of initiatives

Advanced: Uses complex concepts requiring foundational knowledge and prior experience to take initiatives to the next level

Focus

Tactical: Provides tactical information that can be used straightaway, with a focus on how-to’s, do’s and don’ts and best practices

Strategic: Focuses on the strategic insight supporting the development and implementation of an action plan

Each Gartner session has been identified with icons to help you locate the sessions that give you the most value.

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 11

2:00 p.m. Registration

2:30 p.m. T1. Sourcing Decision Framework: The Business-Aligned Approach to Outsourcing Linda R. Cohen, Allie Young

T2. Getting Your Approach to Offshore Right Ian Marriott T3. The Vendor Management Playbook: Building the Foundation for Managing Your Outsourcing Vendors Christopher Ambrose

3:30 p.m. T4. Gartner’s Best Practice Contract Structure — Build the Right Contract for Deal Success William Maurer

T5. Understand Sourcing Pricing Models — Traditional and Cloud Services David Edward Ackerman

T6. Five Key Areas That Can Make or Break Your Outsourcing Deal Ruby Jivan

4:45 p.m. T7. Implementing Operating Level Agreements to Streamline Multivendor Management Jim Longwood

T8. BPO Fundamentals: The 10 Things You Need to Know Morgan Yeates

T9. Use Due Diligence to Avoid Costly Mistakes in Outsourcing and Cloud Service Provider Selection Kris Doering

7:00 a.m. Registration and Networking Breakfast by Role and Topic

8:00 a.m. FF1. 60 Seconds or Bust: Summit Sponsor Snapshots Moderator: Eric Rocco

9:00 a.m. K1. Welcome and Gartner Keynote Adapting Sourcing for a Digital Future Linda R. Cohen, Managing Vice President, Gartner Research; Helen Huntley, Vice President, Gartner Research; Cathy Tornbohm, Vice President, Gartner Research

10:15 a.m. K2. Guest Keynote Being Decisive Dan Heath, Co-Author of “Decisive,” “Made to Stick” and “Switch”

TRACK A

CIOs and Senior Leaders: Innovating and Succeeding in a Demanding Business Environment

TRACK B

Sourcing and Contract Managers: Effective Evaluation, Selection and Contracting in a Time of Change

TRACK C

Vendor Managers: Managing Vendors in the Digital Industrial Economy

TRACK D

Marketplace: Future-Proof Your Sourcing Strategies

Workshops Analyst-User Roundtables

11:30 a.m. A1. How Adaptive Sourcing Strategies Deliver Agility, Efficiency and Digital Transformation Claudio Da Rold

B1. How to Integrate Cloud Infrastructure “aaS” With Traditional Outsourcing Solutions William Maurer

C1. The Future of Vendor Management: Taming the Complexity of Disruptive Forces Gayla Sullivan

D1. The New Look and Feel of Managed Services Enabling the Digital Enterprise Frances Karamouzis

AUR1. The Value of Cloud Services Brokerage Ed Anderson

AUR2. What Are the Best Practices in Managing Vendor-to-Vendor Transitions? Helen Huntley

12:15 p.m. Attendee Lunch and Solution Showcase Dessert Reception

1:45 p.m. Solution Provider Sessions W1. Avoiding Risk When Contracting for Cloud Services Frank Ridder (1:45 p.m. – 3:15 p.m.)

W2. Evaluating and Maturing Your Vendor Management Capabilities Linda R. Cohen, Gayla Sullivan (1:45 p.m. – 3:15 p.m.)

2:30 p.m. A2. How to Use Sourcing for Innovation Ed Anderson

B2. Pricing Trends and Methodologies: From ITO to “As a Service” David Edward Ackerman

C2. A New Comprehensive Framework for Establishing an Effective Vendor Management Program Helen Huntley

D2. Next Generation of End-User Services Must Support Digital Transformation Gianluca Tramacere

AUR3. How to Be a Sophisticated BPO Client Cathy Tornbohm

AUR4. What You Need to Know About Offshore Captive Centers in 2014 Ian Marriott

4:00 p.m. Solution Provider Sessions W3. Successfully Negotiating Infrastructure Outsourcing Contracts David Edward Ackerman, William Maurer (4:00 p.m. – 5:30 p.m.)

W4. Ten Steps to Improving Vendor Performance Christopher Ambrose, Gayla Sullivan (4:00 p.m. – 5:30 p.m.)

4:45 p.m. A3. Avoid Key Sourcing Risks When the Business Buys Direct Frank Ridder

B3. Charting the Course for Your Digital Journey Patrick J. Sullivan

C3. Vendor Management Techniques for Cloud Sourcing Linda R. Cohen

D3. Hybrid IT: Delivering IT as a Service Using Both Cloud and Non-Cloud Services Ed Anderson

AUR5. How Can We Tame the Complexity of Our Multivendor Ecosystems? Kris Doering

AUR6. What Are Current User Experiences in Consuming Cloud and Utility Services? Claudio Da Rold

5:30 p.m. Evening Reception

Agenda as of June 4, 2014, and subject to change

Perspective

Business: Targets business leaders or IT professionals who need to understand the challenges and opportunities from a business organizational or cultural perspective

Technology: Aids IT professionals who need to understand the challenges and opportunities from a technology perspective

Each Gartner session has been identified with icons to help you locate the sessions that give you the most value.

12 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

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11 7:30 a.m. Registration and Networking Breakfast by Industry and Topic

8:30 a.m. K3. Gartner Keynote Exploiting BPO and ITO Synergies to Support the Digital Business Era Cathy Tornbohm, Vice President, Gartner Research

9:30 a.m. K4. CIO Keynote The Weather Channel: Digital Revolution Enabling Business Transformation Bryson Koehler, EVP/CIO, The Weather Company

10:45 a.m. Solution Provider Sessions

11:30 a.m. A4. Driving Optimal Value Through Global Delivery Best Practices Ian Marriott

B4. Use Crowdsourcing Communities to Improve Application Quality and Reduce Cost Gilbert van der Heiden

C4. Effective Governance for Your BPO Deals Morgan Yeates

D4. Debate: Does Insourcing Solve Sourcing Woes? Frances Karamouzis, Frank Ridder; Moderator: Bryan Britz

AUR7. Will Your Infrastructure Pricing Guide You Toward Success? William Maurer

AUR8. How Can You Use Cloud Services for Mission-Critical Operations? Ed Anderson

AUR9. How Can You Best Manage the Vendors That Deliver Your IT Projects? Christopher Ambrose

AUR10. Building the Case for Mobility Outsourcing Eric Goodness

12:15 p.m. Attendee Lunch and Solution Showcase Dessert Reception

2:00 p.m. A5. Customer Centricity Demands New Approach to Sourcing Strategies Frances Karamouzis

B5. Ten Best Practices When Using Staff Augmentation, Contractor or Temporary IT Resources Helen Huntley

C5. Vendor Management and Governance: Don’t Be Bypassed by the Business Linda R. Cohen

D5. Sourcing the Internet of Things Eric Goodness

W5. Develop the Right Measures to Foster Collaboration Across Vendors Gayla Sullivan

(2:00 p.m. – 3:30 p.m.)

W6. Contract Negotiation Workshop: Business Process Outsourcing Cathy Tornbohm (2:00 p.m. – 3:30 p.m.)

AUR11. Service Integration and Management — Keep Internal or Outsource? Jim Longwood

AUR12. How Can You Measure the Competency of Demand Management? Ruby Jivan

3:00 p.m. A6. Case Study: Astellas

Pharma Enterprise Sourcing Strategy Business Alignment Hadir Sesi, Senior Director, Global IT Supplier and Vendor Management

B6. Case Study: It Takes a Village to be Agile: Embedding New Practices at Starwood Hotels Cheryl Railey, Vice President, Project and Process Management, Corporate IT, Starwood Hotels and Resorts

C6. Case Study: Vendor Management Best Practices

D6. Case Study: Lessons Learned From the Marketplace

AUR13. The Business Value of Testing Services Gilbert van der Heiden

AUR14. Making the Onshore (Domestic/Rural) Delivery Decision Helen Huntley, Allie Young

4:30 p.m. Solution Provider Sessions W7. Move From Staff Augmentation to Managed Services Ruby Jivan (4:30 p.m. – 5:45 p.m.)

W8. Leveraging Cloud Assessment as Part of Your Sourcing Strategy Steven Buckley, Jim Longwood

(4:30 p.m. – 5:45 p.m.)

5:15 p.m. A7. To the Point: Integrate SaaS and Traditional Application Services to Achieve Tangible Business Outcomes Patrick J. Sullivan

B7. To the Point: Strengthen Security Aspects of Managed Services in Outsourcing Deals DD Mishra

C7. To the Point: Going Beyond Cost Savings — Measuring and Communicating the Value of Vendor Management Helen Huntley

D7. To the Point: The IT Services Marketplace Scenario — Plan for the Future, Succeed in the Present Bryan Britz

AUR15. More Than Dev/Test: Using the Cloud for Production Ed Anderson

AUR16. Using Key Performance Indicators as Measures in Outsourcing William Maurer

7:30 a.m. Registration and Networking Breakfast by Role and Topic W9. Best Practices for Negotiating Infrastructure “aaS” Contracts David Edward Ackerman, William Maurer (8:30 a.m. – 10:00 a.m.)

W10. Practical Hints for Layered Adaptive Sourcing Strategies Claudio Da Rold (8:30 a.m. – 10:00 a.m.)

8:30 a.m. A8. Enhance IT Demand Management to Meet Stakeholder Expectations Linda R. Cohen

B8. Impact of Bring Your Own Device on End-User Service Outsourcing DD Mishra

C8. Mitigate Outsourcing and Cloud Risks by Applying a Vendor Risk Management Discipline Gayla Sullivan

D8. Made in the USA: New Value Propositions for Onshore Delivery Helen Huntley, Allie Young

9:30 a.m. A9. To the Point: How Does Digitalization Improve Your Outsourcing Initiative? Frank Ridder

B9. To the Point: Developing and Managing Great SLAs Gianluca Tramacere

C9. To the Point: Determining the Best Organizational Model for Vendor Management Christopher Ambrose

D9. To the Point: Mobility Applications — Get Your Sourcing Strategy Right or Be Beaten to Market Kris Doering

10:30 a.m. K5. Guest Keynote Reimagining the Role and Value of IT Tom Koulopoulos, Author, Consultant and Commentator11:30 a.m. K6. Closing Remarks and Recommendations Helen Huntley, Vice President, Gartner Research

12:00 p.m. Conference Adjourns

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 13

Foundational Advanced Tactical Strategic Business Technology

7:30 a.m. Registration and Networking Breakfast by Industry and Topic

8:30 a.m. K3. Gartner Keynote Exploiting BPO and ITO Synergies to Support the Digital Business Era Cathy Tornbohm, Vice President, Gartner Research

9:30 a.m. K4. CIO Keynote The Weather Channel: Digital Revolution Enabling Business Transformation Bryson Koehler, EVP/CIO, The Weather Company

10:45 a.m. Solution Provider Sessions

11:30 a.m. A4. Driving Optimal Value Through Global Delivery Best Practices Ian Marriott

B4. Use Crowdsourcing Communities to Improve Application Quality and Reduce Cost Gilbert van der Heiden

C4. Effective Governance for Your BPO Deals Morgan Yeates

D4. Debate: Does Insourcing Solve Sourcing Woes? Frances Karamouzis, Frank Ridder; Moderator: Bryan Britz

AUR7. Will Your Infrastructure Pricing Guide You Toward Success? William Maurer

AUR8. How Can You Use Cloud Services for Mission-Critical Operations? Ed Anderson

AUR9. How Can You Best Manage the Vendors That Deliver Your IT Projects? Christopher Ambrose

AUR10. Building the Case for Mobility Outsourcing Eric Goodness

12:15 p.m. Attendee Lunch and Solution Showcase Dessert Reception

2:00 p.m. A5. Customer Centricity Demands New Approach to Sourcing Strategies Frances Karamouzis

B5. Ten Best Practices When Using Staff Augmentation, Contractor or Temporary IT Resources Helen Huntley

C5. Vendor Management and Governance: Don’t Be Bypassed by the Business Linda R. Cohen

D5. Sourcing the Internet of Things Eric Goodness

W5. Develop the Right Measures to Foster Collaboration Across Vendors Gayla Sullivan

(2:00 p.m. – 3:30 p.m.)

W6. Contract Negotiation Workshop: Business Process Outsourcing Cathy Tornbohm (2:00 p.m. – 3:30 p.m.)

AUR11. Service Integration and Management — Keep Internal or Outsource? Jim Longwood

AUR12. How Can You Measure the Competency of Demand Management? Ruby Jivan

3:00 p.m. A6. Case Study: Astellas

Pharma Enterprise Sourcing Strategy Business Alignment Hadir Sesi, Senior Director, Global IT Supplier and Vendor Management

B6. Case Study: It Takes a Village to be Agile: Embedding New Practices at Starwood Hotels Cheryl Railey, Vice President, Project and Process Management, Corporate IT, Starwood Hotels and Resorts

C6. Case Study: Vendor Management Best Practices

D6. Case Study: Lessons Learned From the Marketplace

AUR13. The Business Value of Testing Services Gilbert van der Heiden

AUR14. Making the Onshore (Domestic/Rural) Delivery Decision Helen Huntley, Allie Young

4:30 p.m. Solution Provider Sessions W7. Move From Staff Augmentation to Managed Services Ruby Jivan (4:30 p.m. – 5:45 p.m.)

W8. Leveraging Cloud Assessment as Part of Your Sourcing Strategy Steven Buckley, Jim Longwood

(4:30 p.m. – 5:45 p.m.)

5:15 p.m. A7. To the Point: Integrate SaaS and Traditional Application Services to Achieve Tangible Business Outcomes Patrick J. Sullivan

B7. To the Point: Strengthen Security Aspects of Managed Services in Outsourcing Deals DD Mishra

C7. To the Point: Going Beyond Cost Savings — Measuring and Communicating the Value of Vendor Management Helen Huntley

D7. To the Point: The IT Services Marketplace Scenario — Plan for the Future, Succeed in the Present Bryan Britz

AUR15. More Than Dev/Test: Using the Cloud for Production Ed Anderson

AUR16. Using Key Performance Indicators as Measures in Outsourcing William Maurer

7:30 a.m. Registration and Networking Breakfast by Role and Topic W9. Best Practices for Negotiating Infrastructure “aaS” Contracts David Edward Ackerman, William Maurer (8:30 a.m. – 10:00 a.m.)

W10. Practical Hints for Layered Adaptive Sourcing Strategies Claudio Da Rold (8:30 a.m. – 10:00 a.m.)

8:30 a.m. A8. Enhance IT Demand Management to Meet Stakeholder Expectations Linda R. Cohen

B8. Impact of Bring Your Own Device on End-User Service Outsourcing DD Mishra

C8. Mitigate Outsourcing and Cloud Risks by Applying a Vendor Risk Management Discipline Gayla Sullivan

D8. Made in the USA: New Value Propositions for Onshore Delivery Helen Huntley, Allie Young

9:30 a.m. A9. To the Point: How Does Digitalization Improve Your Outsourcing Initiative? Frank Ridder

B9. To the Point: Developing and Managing Great SLAs Gianluca Tramacere

C9. To the Point: Determining the Best Organizational Model for Vendor Management Christopher Ambrose

D9. To the Point: Mobility Applications — Get Your Sourcing Strategy Right or Be Beaten to Market Kris Doering

10:30 a.m. K5. Guest Keynote Reimagining the Role and Value of IT Tom Koulopoulos, Author, Consultant and Commentator11:30 a.m. K6. Closing Remarks and Recommendations Helen Huntley, Vice President, Gartner Research

12:00 p.m. Conference Adjourns

14 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

Is cloud sourcing on your mind?

Want to learn how you can take advantage of cloud services, integrate them into traditional IT environments and minimize risks? The summit features more than 20 presentations focusing on key cloud topics. Here’s a selection:

• D3. Hybrid IT: Delivering IT as a Service Using Both Cloud and Non-Cloud Services

• T9. Use Due Diligence to Avoid Costly Mistakes in Outsourcing and Cloud Service Provider Selection

• C8. Mitigate Outsourcing and Cloud Risks by Applying a Vendor Risk Management Discipline

• C3. Vendor Management Techniques for Cloud Sourcing

• T5. Understand Sourcing Pricing Models — Traditional and Cloud Services

New to Sourcing? Don’t miss the preconference tutorials on Tuesday, September 9

Whether you are managing your first sourcing engagement or want to understand best practices in optimizing your approach to sourcing, these nine preconference tutorial sessions will help you to establish clear principles and strong foundations for sourcing success. The sessions begin at 2:30 p.m. on Tuesday, September 9.

Highlighted sessions• The Vendor Management Playbook: Building the Foundation for Managing

Your Outsourcing Vendors

• Gartner’s Best Practice Contract Structure — Build the Right Contract for Deal Success

• Understand Sourcing Pricing Models — Traditional and Cloud Services

See Agenda at a Glance on Page 10 for a full listing.

Get practical advice and best practices from your peers as they describe their real-world initiatives. Case studies include:

Astellas Pharma Hadir Sesi, Senior Director, Global IT Supplier and Vendor Management

Starwood Hotels and Resorts Cheryl Railey, Vice President, Project and Process Management, Corporate IT

More to be added. Please refer to Events Navigator for updates.

Case studies

Visit gartnerevent.com/us/sourcingnow for agenda updates and to register 15

Premier SponsorAT&T Business Solutions specializes in delivering strategies and services for global logistics and deployment of mobile, network, security, hosting, cloud, application, unified communication and connected infrastructure services. As a trusted and experienced Global provider in more than 225 countries, Enterprises choose AT&T to connect, operate, simplify and manage IT and communication infrastructures with confidence, balancing cost and risk with expertise, tools and processes to help meet business objectives.

Platinum SponsorsDell Services delivers technology solutions that enable organizations to accelerate innovation and achieve the results that matter most to them. Dell Services is a pragmatic partner focused on helping customers transform, connect, inform and protect their business. Dell Services focuses on three core service offerings: Infrastructure & Cloud Computing, Applications Services and Business Process Outsourcing.

As a $5.2 billion global company, HCL Technologies brings IT and engineering services expertise under one roof to solve complex business problems for its clients. HCL’s Applications Business provides an alternative approach to traditional applications-based IT services, integrating new technologies/solutions with existing applications portfolio to enable customers to meet diverse challenges of an ever-changing IT landscape

IBM Business & IT Services Sourcing is a market leader in providing sourcing services to clients worldwide with proven assets, methodology, partnerships and IBM Research capabilities. IBM delivers a broad breadth of sourcing capabilities, from infrastructure to applications to business processes and can deliver them through multiple approaches – cloud, hybrid, dedicated.

NTT DATA is your Innovation Partner anywhere around the world, with operations in more than 40 countries. NTT DATA emphasizes long-term commitment and combines global reach and local intimacy to provide premier professional services from consulting, application services, business process and IT outsourcing to cloud-based solutions.

Unisys provides a portfolio of IT services, software, and technology that solves critical problems for clients. We specialize in helping clients secure their operations, increase the efficiency and utilization of their data centers, enhance support to their end users, and modernize their enterprise applications.

Country Pavilion Sponsor

Silver SponsorsAcxiom

Deloitte

Jamaica Promotions Corporation (JAMPRO)

Jiangsu Department of Commerce

Lighthouse Technology Service, Inc.

Mindtree

PeopleFluent

SPi Global

Windsor Group

Rural Sourcing Pavilion SponsorsCollaborative Consulting

CrossUSA

Eagle Creek Software Services

Onshore Outsourcing

Rural Sourcing, Inc.

Xpanxion, LLC

Solution Showcase

Sponsors as of May 21, 2014, and subject to change

16 Gartner Sourcing & Strategic Vendor Relationships Summit 2014

Registration and pricing

Team Attendance Program: Leverage more value across your organization

Knowledge creates the capacity for effective action. Imagine the impact on your organization when knowledge multiplies: common vision, faster responses, smarter decisions. That’s the Gartner Team Attendance effect.

Team benefits• Team meeting with a Gartner analyst (end users only)

• Role-based agendas

• On-site team support: Work with a single point of contact for on-site team deliverables

• Complimentary registrations

Complimentary registrations1 for every 3 paid registrations

2 for every 5 paid registrations

3 for every 7 paid registrations

For more information, email [email protected] or contact your Gartner account manager.

Event Approval Tools

For use pre-event, on-site and post-event, our Event Approval Tools make it easy to demonstrate the substantial value of your Gartner event experience to your manager. They include a customizable letter, cost-benefit analysis, top reasons to attend and more.

Visit gartnerevent.com/us/sourcingnow for details.

Save $300 when you register by July 18

Early-bird price: $2,150Standard price: $2,450

3 ways to register

Web gartnerevent.com/us/sourcingnow Email [email protected] 1 866 405 2511

Gartner events deliver what you need

We’ve developed a series of offers, features and conference essentials to ensure that your time at a Gartner summit results in real value and delivers everything you need — efficiently and effectively.

Early-bird discount

Gartner event tickets

We accept one Gartner summit ticket or one Gartner Catalyst ticket for payment. If you are a client with questions about tickets, please contact your sales representative or call +1 203 316 1200.

$180 per night (plus resort fee) at Gaylord Palms Resort and Convention Center

6000 West Osceola ParkwayKissimmee, FL 34746Phone: + 1 407 586 0000

Gartner hotel room rate

Money-back guarantee

If you are not completely satisfied with this Gartner conference, please notify us in writing within 15 days of the conference and we will refund 100% of your registration fee.

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