Proposal pack structure INTERNAL USE ONLY

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The Transformational Chief Information Officer
Fairfield/Westchester SIM 2008 Executive
Leadership Summit October 28, 2008

• Presented By
• Shawn Banerji and Dick LeFave

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Contents

• State of the Union
• Types of CIOs
• Key Competences for the Transformational CIO
• So What?

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State of the Union

• Current CIO view hierarchy of needs
• Maintaining IT during a major downturn
• Tremendous pressure to preserve cash at the
  corporate level
• SOX
• Security
• Optimization
• Developing Technology-enabled strategies for the
  business
• Shared Services Leadership
• ERP Implementation
• IT Portfolio Management
• Architecting for Corporate Governance
• Virtualization

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Types of CIOs (MIT Sloan-CISR-Weill)
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Services CIO

• Focus
• IT services at right Cost and Quality
• Metrics
• IT Unit Cost
• Internal Customer Surveys
• Budget and People Management
• Characteristics
• Keep engines running
• Good Vendor Management
• Portfolio is what worksrisk taking low

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• Examples
• Ops Focused
• Systems have to work
• Vendor alignment

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Embedded CIO

• Focus
• Digitizing business processes
• Metrics
• Managing IT Spend and priorities
• Formalize PMO
• Characteristics
• Business Alignment
• Peer Reviews
• Creates a Budget

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Examples Business Reengineering
projects ERP Billing
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External Customer CIO

• Focus
• Improves external Customer Experience
• Metrics
• Sales and CARE
• PMO
• Centralized Outsource management
• Customer councils
• Characteristics
• Revenue
• Metrics on CARE
• External Customer Survey

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Examples Benchmarking Customer Driven Customer
councils
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Portfolio CIO

• Focus
• More than IT operations, product development
• Metrics
• Non-IT tasks
• Centralized outsource management
• Budget and People Management
• Characteristics
• More than one hat
• Complimentary business value beyond IT
• Builds/Needs a solid IT Shop

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Examples Task forces CARE Product Development
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Key Competencies for Driving Successful
Transformation

• Strategy
• Establishing Vision And Direction Alignment,
  Balanced Scorecard, IT strategy and plan
• Strategic Thinking need to know how things work
  cube exposure
• Team Leadership
• Creating A High Performance Climate, lead from
  the front morale and involvement
• Building Talent build strong technical skills
  not vendor, not outsourced
• Execution
• Data Driven deliver results and measure
• Results Oriented based on planning
• Decision-Making lead with the business
• Influence
• Organizational Influence build credibility
  get things done and know how things work
• Communication do it and do more of it..internal
  to IT and the business
• Prioritization/Negotiation work with the
  business to deliver value

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So What? Leadership

• Prioritize IT spend encourage an ROI mindset
• Validate alignment know strategy at the
  corporate level
• Avoid paralysis move through it, be decisive
• Look to optimize institute a culture of
  continuous improvement
• Virtualize servers leverage technology to serve
  you not visa versa
• Outsourcing you cant outsource a problem
• Vendor Management partnerships are critical it
  must be a win-win
• Customer focus whether internal or external,
  its imperative to understand the customer
• Team focus morale/uncertainty
• Communicate clearly and honestly
• You know how things work use it as a value add
  to the company
• Plan for recovery prepare for the good times as
  well as the slow periods equally

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• Shawn Banerji
• Shawn Banerji is a member of the Information
  Officers and Business and Professional Services
  Practices within the Technology Sector at Russell
  Reynolds Associates. Based in New York, Shawn
  recruits chief information and technology
  officers across a variety of industries,
  including banking and insurance, publishing and
  media, as well as process industries such as
  energy and distribution. Shawn also has extensive
  experience in the technology and business process
  outsourcing marketplace. This includes
  shared/business services search work for large
  corporations as well as extensive work
  for private equity investors and their portfolio
  companies.Shawn has more than a decade of
  executive recruiting experience and joined
  Russell Reynolds Associates in 1999. Prior to
  executive search, Shawn worked in the advertising
  industry at Ogilvy Mather.Shawn is a member
  of the Society for Information Management, the
  Financial Services Technology Consortium, the
  Indian American Council and TiE.  In addition, he
  serves on the Advisory Boards of several emerging
  technology and services companies that utilize
  global resourcing operating models. Shawn
  received his B.A. from the University of Richmond
  and his M.A. from the University of Westminster,
  London.

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Dick LeFave
Dick has thirty years experience as an IT
professional to include over 15 years as a CIO
for companies in the financial services, travel
related services and telecommunications
industries. He recently retired from
Sprint/Nextel after 3 years as the CIO for Sprint
/Nextel Communications. His prior experience
includes being the Chief Information Officer for
The Boston Company, Thomas Cook Travel of
American Express Company, Southern New England
Telephone and Nextel Communications. He
currently consults with companies as the owner
and Principal for DL Partners, LLC with a focus
on IT strategy, synergy attainment and
implementation of major IT transformations. He is
a published author and has taught IT related
courses at the college level. He has been
recognized as a speaker at the UN on technology
in telecommunications 2007 and 2008, Top 100
CIO for 2007 by CIO Magazine, Oracle CIO of the
Year for 2007 Award 3rd Award, Recipient of the
Albert Einstein Award, Israel and Chairman (2nd
year) of the Alliance for Telecommunications
Industry Solutions, CIO Council. Dick received
a Bachelor of Science from Boston University, a
Master of Business Administration from The
University of Puget Sound in Seattle and a Master
of Science in Systems Management from the
University of Southern California. He also
completed the Harvard Business School Advanced
Management Program (AMP) and is a veteran of the
US Army.