#TBMC22’s keynote session starts with Rhonda Gass, #CIO of Stanley Black & Decker
Gass points out that the technology business management journey is just beginning even after 10 years #tbmc22
Gass introduces Apptio CEO Sunny Gupta, who establishes that every company is digital & tech is core to business #tbmc22
Gupta looks back at 15 years of Apptio gatherings and how executives now ask how technology is creating fundamental value in the enterprise. #tbmc22
The first decade of Apptio was focused on technology consumption, not necessarily immediate action #tbmc22
Gupta states that there were clients who were recalculating tech budgets several times a week in 2020 as scenarios and company needs changed #tbmc22
2021 were the good times for spending: unprecedented access and cash #tbmc22
And now 2022, a time of volatility, crisis, and pulling back #tbmc22
Gupta brings up two fundamental trends around the cloud and productization #tbmc22
Love how Gupta is bringing up the obsolescence of annual planning and the need for continuous planning supported with visibility and automation #tbmc22
The @targetprocess acquisition was about adding work management to budget and cost management #tbmc22
Ken Rogers, who manages over $3 billion in spend, takes the stage to discuss the value of Apptio over the past couple of years. #tbmc22
Rogers first thanks the audience for their willingness to spend on expedited passport renewal fees, a big money maker for the Department of State! #tbmc22
More seriously, Rogers brings up the challenge of making everyone go remote while having to defend his budget to the House and Senate. Gives example of having 48 hours to respond to a $120 million budget cut proposal #tbmc22
Gupta brings up the operational and innovation arms of technology management along with challenges that this two sided approach brings #tbmc22
Gupta digs into cloud #FinOps and how it fits into #hybridcloud management and trade offs #tbmc22
Technology is not just a challenge of demand-driven cloud, but a productization and business context challenge #tbmc22
Gupta introduces Richard Phillips of Legal & General, a veteran of three Apptio deployments across different companies #tbmc22
Phillips discusses how tech management has shifted over the past decade from getting to chargeback/showback to demonstrating more holistic front office business value with TBM #tbmc22
Gupta shows the evolution of TBM capabilities from IT to business value #tbmc22
Gupta brings up the importance of bringing in data once and having a variety of capabilities as a result #tbmc22
Now taking the stage, Larry Blasko to discuss IT management with UPS #tbmc22
Ken Finnerty and Jim McGrath of UPS take the stage to discuss how they manage their $6 billion of tech to support business innovation #tbmc22
Interesting to hear about UPS’ investments in AI and logistics while dealing with disruptive technologies that both help UPS and allow startups to nibble away at the edges of UPS value prop #tbmc22
Finnerty brings up 4 key investment areas:

Cloud native composable software
Data and analytics
Agile delivery
DevSecOps automation

#tbmc22
McGrath brings up the need for discipline in managing IT and defining relevant KPIs

Finnerty adds interest in cloud FinOps and the challenge of aligning IT cost to business architecture

#tbmc22
Jason Byrd of Accenture shows up as a 10 yr veteran to discuss what is new in TBM & what is raising the bar #tbmc22
Byrd shares recent research results that a majority of companies struggle to achieve expected cloud computing results #tbmc22
I love this intersection. I started an analyst firm 9 years ago focused on this intersection and it has been the center of my work ever since #tbmc22
Spend priorities for tech enabling CxOs: cloud, modernization, & AI #tbmc22
Accenture’s survey of cost transformation goals are led by decision making and defining optimal organizational cost structure: areas often ignored in IT #tbmc22
Keith Barthelmeus, Brinks’ CFO, discusses their TBM program to bridge tech consumption with business drivers #tbmc22
Duncan Wardle takes the stage, gets the audience on their feet, and splits them into groups of two, giving each roles as experts in esoteric fields #tbmc22
Wardle points out that if you say that your organization calls itself a consumer and client focused company and judges itself on quarterly results, you’re not in a consumer and client focused firm. #tbmc22
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More from @hyounpark

Nov 15, 2021
In the #analytics world, @narrativesci just got purchased by @salesforce/@tableau. This is a huge deal for opening up Natural Language Generation to the data community and a fantastic outcome for a company I've followed closely over the past decade: narrativescience.com/resource/blog/…
Narrative Science has over 70 current or pending patents associated with natural language in creating its user interface focused on letting people see analytic results as plain language stories in its Lexio product: narrativescience.com/lexio/
One of the most interesting things about Narrative Science is that it's an academic project pioneer that ended up being a market leader as well, similar to Tableau and Databricks, but in a slightly nichier market. This is hard: many primary technologies fail as companies
Read 10 tweets
Nov 15, 2021
Rodgers 'a little misty' after...

No. Just no. Why are @ESPN & @RobDemovsky protecting an unapologetic public #COVID spreader? COVID is still killing over 1,000 people a day in the US and Aaron Rodgers' stance is "I got away with being pro-COVID"

espn.com/nfl/story/_/id…
This is not a controversial or divisive topic. 80% of Americans have at least one #COVID vaccination shot.

The niche remainders are the ones keeping America from fully opening up again by being 8x more likely to catch, spread, and mutate the virus.
Everything the mass media does to normalize a ridiculous anti-vaccination and pro-COVID stance slows down America's ability to get back to normal and stop COVID from being deadlier than cancer.
Read 9 tweets
Oct 5, 2021
1 of 7) Congratulations to @DominoDataLab on raising a $100M F round led by PE firm #GreatHillPartners & joined by Boatue, Highland Capital, and Sequoia Capital: prnewswire.com/news-releases/…
2) It's amazing to see how quickly @DominoDataLab has grown over the past three years. We remember when they were *launching* a data science framework because DS was still so immature that team-based practices were still in infancy: amalgaminsights.com/2018/06/18/dom…
3) One of the things we like most about this funding round is that Great Hill is its experience in both investing and scaling in data-driven software companies. It's smart money with experience growing into billion dollar valuations.
Read 9 tweets
Apr 12, 2021
This is a long time coming, given both the long-standing partnership & Microsoft's interest in #AI & natural language.

The only real question is why $msft waited so long. This could have happened 18 months ago for 1/3 the price. Nuance has been around a long time

#NLP #NLG 1/6
Although Nuance is best known for its Dragon software, the initial value here comes from the healthcare relationship that has blossomed since 2019 news.microsoft.com/2019/10/17/nua…
Over time, Microsoft will gain additional value in integrating Nuance with Teams, Dynamics, Linkedin, and Power BI to create a variety of speech-based inputs & interfaces.
Read 7 tweets
Oct 14, 2020
Apple fails to market the iPhone 12 Pro to the average consumer

My take: One of Apple's traditional strengths has been translating technical capabilities into household tasks. That seems to be receding with time. (Add'l analysis below)
cnbc.com/2020/10/14/app… by @jbursz 1/7
The odd part is that the technical capabilities of the iPhone 12 do translate to a more personal phone: take the outdoors home with you, augment your world, get a smarter phone. 5 nm chips are much smarter than any other iPhone ever. 2/7
But Apple fell for the hype of its partners with 5G and 5nm rather than the personal, high-end, affordable luxury game changer branding that has made Apple a juggernaut. 3/7
Read 8 tweets
May 12, 2020
Between @8x8 & @zoom_us, @OracleCloud is setting itself as the cloud for real-time networking challenges: daily, global multi-PB transport challenges

While other cloud vendors focus on data gravity, Oracle shines at cost-effective data velocity

prnewswire.com/news-releases/…
I like this approach because, frankly, Oracle has to differentiate its Cloud offerings to stand out when Amazon, Microsoft, & Google obviously also have strong offerings. Moving past commodity storage & compute to also have a differentiated real-time cloud is smart.
And I think there's a new generation of streaming applications that are going to come out of the #COVID19 quarantine as we become more used to video & audio content. For instance, just imagine Twitch-like payments on Zoom & other meeting solutions which will require faster cloud
Read 6 tweets

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