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Gartner Outsourcing & Strategic Partnerships Summit 2013September 23 – 25 | Orlando, FL | gartner.com/us/outsourcing

Reimagine Sourcing: Align, Innovate and Execute

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TRIP REPORTThe Gartner Outsourcing & Strategic Partnerships Summit 2013 was held

on September 23 – 25, at the Hilton Orlando in Orlando, FL. This report

summarizes and provides highlights from the event.

OverviewTo keep pace with the speed of emerging technologies and business demand, organizations have to evolve their sourcing strategies as rapidly as possible. But how can you effectively support business and IT demands amid today’s tremendous challenges: economic pressures, business disruptions, technology changes and new IT delivery models? This year’s summit challenged attendees to reimagine sourcing to better align delivery with business needs, embrace new technologies, evolve sourcing partnerships and select optimum providers delivering around the globe. We hope that the event has helped to spark new ideas that will make a difference to attendees, their sourcing strategies and their organizations.

2 Key Take-Aways

3 Keynote Sessions

4 Top-of-Mind Concerns

5 Most-Attended Sessions

6 Snapshot of Attendees

7 Sponsors

8 Post-Event Resources

9 Renewal

Hilton Orlando Helen Huntley speaking at Gartner Outsourcing & Strategic Partnerships Summit 2013

SAvE ThE dATE Gartner Outsourcing & Strategic Partnerships Summit 2014 September 10 – 12 Orlando, FL

TABLE OF CONTENTS

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Gartner Outsourcing & Strategic Partnerships Summit 2013September 23 – 25 | Orlando, FL | gartner.com/us/outsourcing

Key take-aways

We’d like to leave you with these key pieces of advice from the event:

CIOs and Senior Leaders: Growing and Succeeding in a Digital World• Digitalinnovationandserviceindustrializationrequireanewsourcinggovernance• Athree-layeredITsourcingstrategyisneededfordigitalinnovation,process

optimization and service industrialization• Adaptivesourcingstrategiesarekeyforsustainablebusinessinnovation

Sourcing and Contract Managers: Selecting, Evaluating and Contracting for Optimal Deals• Mobility,BYODandsocialarereshapingusers’requirementsanddrivingthe

adoption of new infrastructure solutions — learn how to spot the opportunity behind the threat

• Endusers’knowledgeofthemarketmustremainveryhigh:Guaranteedvendorviability and long-term longevity are lost features

• Serviceindustrializationwillexpandthefocus,fromcosttowardvalue.Adoptedmeasures and pricing mechanisms must change to support this shift

IT Vendor Managers: Optimizing Your IT Vendor Ecosystem• Vendormanagementmustbetreatedasadiscipline• Thevalueofvendormanagementgoesbeyondcostsavings• Vendormanagementmusthavevaluemeasures• Vendorscanactandbehavestrategically,iftheproperprogramsareput

into place

Activating the Next-Generation Enterprise With Cloud and Industrialized Services• Enterprisesneedtoplotaroadmaptothecloud…immediately• Examinenewoptions,suchascrowdsourcingforinnovation• Understandnewtechnologiesandapplythemtomeetbusinessobjectives/goals

This is my first time attending a Gartner summit. I came here to learn about vendor management. There was a lot of great information presented, especially by Linda Cohen. I am going back with lots of ideas.AjeetBaranwal, AM Operations, OncorElectricDelivery

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Keynote sessions

Gartner Keynote: The End of Outsourcing As We Know It Linda R. Cohen; Helen Huntley; Ian Marriot; Frank Ridder

This opening keynote presentation examined how sourcing ecosystems are heavily influenced by three macrotrends: globalization, industrialization and consumerization. In addition to these long-term trends, we are witnessing some short-term, current trends termed by Gartner as the Nexus of Forces: the confluence and integration of social, mobile, information and cloud technologies. The key message of this session was that it is time for CIOs and sourcing managers to reimagine sourcing.

First, you need to align:• Supplyanddemand—basedonyourbusinessgrowthinnewmarkets• Anysourcingactionwithbusinessobjectives• Stakeholderexpectationsfortechnologyandsocialcollaboration• Sourcingstrategywithdigitalstrategy

Then, you need to innovate:• Yourglobalstrategy,lookingfornewareastofindthebesttalent• Internalskills/processesthroughahybrid-modelallowingforinternalandexternal

suppliers• Leverageexternalcapabilitiesthatexistalreadytobringinnovationtotheenterprise• YourapproachtoNexusofForcesopportunitiesthatwilltransformyourcompanyto

the digital age

Finally, you need to execute:• Differentgloballocationsthatsuityourneeds;re-examineyourdelivery• Becomeabrokerofservices,amiddlemanbetweensupplyanddemand• BYOpoliciestokeepstakeholdershappyandtomitigaterisksthroughcontrol• BalanceNexusofForcesopportunitiesandrisks

Leading Business Change: Negotiate Political Land Mines Tina Nunno

TinaopenedDay3ofthesummitwithagreatkeynoteonorganizationalpolitics.Politicsis a term that has many negative connotations associated with it. Few business school coursesaddressthesubject,andevenfewerorganizationsdiscusspoliticsopenly.Thiskeynote focused on defining politics, the key political land mines and providing IT leaders with specific tactics for dealing with each land mine:• Beawareofthefourpoliticallandmines—resource,control,status,belief—andavoid

them when possible• Whenyoucannotavoidthelandmines,employsoundpoliticaltacticstodefusethem• Continuouslytestforpoliticalintegrityinyourselfandyourteam• Rememberthatpoliticsisadynamicprocess—whatisdecidedtodaycanbe

different tomorrow• AlwaysbalanceITperformanceandpoliticalsavviness—theobjectiveispoliticalsuccess

Linda R. Cohen Vice President and Distinguished Analyst

Helen Huntley Vice President and Conference Chair

Ian Marriott Vice President

Frank Ridder Vice President

Tina Nunno Vice President and Gartner Fellow

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Gartner Outsourcing & Strategic Partnerships Summit 2013September 23 – 25 | Orlando, FL | gartner.com/us/outsourcing

Keynote sessions (continued)

Guest Keynote: Collaboration and Innovation for Team Success Keith Ferrazzi

In this entertaining and thought-provoking keynote, Keith Ferrazzi discussed how many of ushavebudgetsandfinancialplans,projectplansandtasklists,buthowfewofushavepeople plans. Keith encouraged us to think about our goals and to identify and reach out to the people who can help us to achieve them. Remember, never be afraid to ask — the worst anyone can ever say is no!

Guest Keynote: UNthink Erik Wahl

Erik Wahl spoke about how we’ve come to believe that creativity is reserved for the chosenfew—thepoets,thepainters,thewriters.Usinghisownlifeasanexample,Erikspoke about how creativity is in all of us. We simply need to rediscover the keys that will unlock our potential. This concept, which Erik painted live on stage, will remind us all of one of his key messages: sometimes, it’s worth taking a risk!

Top-of-mind concerns (what attendees asked about)• Howdoweimproveourrelationshipswithkeyproviders?• HowcanwemaketheNexusofForcesavaluableadditiontoourprojects?• Howcanweincreaseourbusinesswithamobilitystrategy?• Howcanwesourcesuccessfullyinthisfastchangingmarket?• HowcanwemakeITmoreflexibleandfasttosupportthebusiness?• Howdowesetupoursourcingorganizationinachallengingpoliticalenvironment?• Weneedtoreduceourcostofinfrastructure;what’stheappropriatesourcingstrategy

for this?• Shouldwerenegotiatewithourcurrentproviderorretendertogetabetterdeal?• Whichnearshorelocationsshouldwebeconsideringandwhy?• Whenshouldweselectacaptivecenterapproach,ratherthanoutsourcing?

Explore. Search. Listen. Learn.

Keith Ferrazzi Founder and CEO of Ferrazzi Greenlight, Greenlight Research Institute

Erik Wahl Artist, Author and Entrepreneur

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Top 10 most-attended sessionsThe most popular track presentations during the event were:

1. TheVendorManagementPlaybook:BuildingtheFoundationforIT VendorManagement

2. Establishing Effective Outsourcing Governance — It’s Now or Never!

3. EffectiveVendorManagementinaCloudyWorld

4. TothePoint:StrategiesforManagingYourCriticalITServiceProviders

5. Real Life Examples of Outcome-Based Managed Services

6. ReviewVendors’PerformancestoStopThemFromManagingYou

7. PricingTrendsandMethodologies:WhatAreTheyandHowDoThey ImpactMyDeal?

8. BestPracticesinScorecardingVendors

9. Case Study: A New Riding Partner: The Outsourcing Journey of Harley-DavidsonIT

10. Creating and Executing a Comprehensive Transition Plan

Connect with Gartner Outsourcing & Strategic Partnerships Summit on Twitter.

#GartnerOUT

CONNECT WITh GARTNER OUTSOURCING

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Gartner Outsourcing & Strategic Partnerships Summit 2013September 23 – 25 | Orlando, FL | gartner.com/us/outsourcing

Snapshot of attendeesWho participated in the 2013 conference?

36% Management

23% Director

13% Vice president

5% C-level

4% CIO

Top 5 job titles

27% Sourcing and vendor relationships

7% IT infrastructure and operations

5% Application management

4% Senior IT leadership

4% Program and project management

Top 5 job roles

22% Banking, finance and insurance

18% Technology and telecom

16% Manufacturing

12% Healthcare

10% Services

Top 5 industry sectors

Veryeducationalandinformative sessions on the topic of outsourcing. Enjoyedtheworkshop,definitely worth it.Kamal Patel, ApplicationsDevelopmentManager, AETNA

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Thank you to our SponsorsA special thanks to our Gartner Outsourcing & Strategic Partnerships Summit 2013 sponsors for their valuable contributions in making this year’s event an outstanding success.

Catalyst IT Services

Collaborative Consulting

Deloitte

EPAM

L&T Infotech Ltd.

Lighthouse Technology Services Inc.

LogiGear

Mindtree, Ltd.

Nagarro, Inc.

RDX

Savvis, a CenturyLink Company

Secure-24

SHI

Specific-GroupUSA

SPi Global

TopCoder, Inc.

Windsor Group Computer Services

WNS (Holdings) Limited

Xchanging

CrossUSA

Eagle Creek Software Services

Onshore Outsourcing

Rural Sourcing, Inc.

Xpanxion

WaveCreste

Premier

Platinum

Silver

Rural Sourcing Pavilion Sponsors

Country Pavilion Sponsors

Kiosk Sponsor

For our team, it was

definitely beneficial.

The different tracks

make it easy for

all of us to attend

different presentations

and share. Susie Mackanos, SeniorVendorRiskManager, Retail Record Retention Manager

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Gartner Outsourcing & Strategic Partnerships Summit 2013September 23 – 25 | Orlando, FL | gartner.com/us/outsourcing

Post-event resources

Customizable post-event worksheetTake a moment to complete your own post-event trip report, a valuable resource for future reference and a great way to share with colleagues what you learned. Click here to access the trip report worksheet.

Learn more with relevant researchWant to learn more about the topics that interest you most? Turn to the end of each session presentation for a list of related Gartner research notes. Select Gartner research is available on demand at gartner.com.

Gartner Outsourcing & Strategic Partnerships Summit 2014 June2–3|London,U.K.

Gartner Outsourcing & Strategic Partnerships Summit 2014 June 11 | Tokyo, Japan

Gartner Outsourcing & Strategic Partnerships Summit 2014 September 10 – 12 | Orlando, FL

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