May 22-23, 2007
Claremont Resort & Spa
Berkeley, CA
"Companies
have come a long way over the past few years in building
healthy, viable solutions businesses, and now they're gearing
up to take things to the next level. And as companies begin
this transition to solutions mastery, they face both daunting
challenges and substantial benefits. At this event, we'll
focus on the marketing, sales, and operational imperatives
that will pave the way for greater solutions success."
—Steve
Hurley, Vice President of Member Engagement, ITSMA,
and Director, ITSMA Solutions Council
Overview
For the vast majority of companies
in the IT, professional services, and telecom space, changes in the marketplace
over the past five years have made the move to solutions a top priority.
Although companies face numerous challenges as they undergo this transformation,
the rewards they are reaping at each stage of the process are great.
By developing and bringing integrated solutions to market, providers
are delivering more significant business value to their customers and
generating loyalty, positive word-of-mouth, and—ultimately—a
more profitable business.
For most companies, the crux of the solutions transition is a shift
from a distinct line-of-business approach to one that fosters cross business-unit
collaboration. This typically requires changes in organizational structure,
the role of marketing, strategic planning, offering management and development,
communications, sales, and corporate culture.
At ITSMA's 2007 Marketing Leadership Forum, we will focus on three key
challenges to ensuring the success of the solutions business:
Solutions operations. What is the process for determining
where to invest for solutions R&D and new offer development?
How can you best balance horizontal priorities with vertical market
needs? What can companies do to better support cross-functional and
cross-business unit collaboration? What are the best practices for
measuring the solutions business?
Solutions marketing. What types of market research are required
for solutions? How do you develop the right messages and ensure consistency?
What are the best ways to connect with customers and prospects, and
how can you build loyalty within your customer base? What are the
criteria for developing the right partnerships? What types of thought
leadership are most effective for solutions? How can you best enable
field marketing activities?
Solutions sales. How can you best train the sales force in
the art of consultative solutions-selling? What are the best sales
tools for solutions? How should the company approach compensation
for solutions? How do you encourage more collaboration between sales
and marketing, particularly around joint priorities like account-based
marketing?
We will spend a significant amount of time on each of these topics,
delving into detailed case study presentations, discussing innovative
approaches in small groups, and collectively working on exercises that
illuminate answers to the questions above.
"ITSMA
is clearly the thought leader when it comes to solutions.
This is a big issue for us, and we're always looking
for new ideas and best practices. ITSMA's research, events,
and even their newsletter are great sources for inspiration
and recommendation on how companies can move to a solutions
focus."
Forum Kickoff
Steve Hurley, Vice President, Member Engagement, ITSMA
9:30
Collaboration Marketing: Harnessing the Power
of the Internet John Hagel, Author, Senior Advisor to McKinsey & Co., and
President of John Hagel and Associates
10:30
Refreshments and Networking Break
10:45
Using Collaborative "Communities of Innovation" to
Accelerate Adoption and Co-Innovation
Mark Yolton, Vice President, SAP Community Network, SAP Labs, LLC
11:30
Revolutionizing the IT Outsourcing Portfolio:
How Unisys Builds Scalable New Solutions Steve Garrou, Director, Global Outsourcing and Infrastructure
Services, Unisys
12:15
Lunch
1:30
Articulating the Value-Add for
Innovative Solutions Karl Bream, Vice President, Corporate Strategic Marketing,
Alcatel-Lucent
2:15
How Customers Choose Solutions Julie Schwartz, Senior Vice President, Thought Leadership, ITSMA
3:00
Refreshments and Networking Break
3:30
Closing the Value Gap: What Customers Expect
from Solutions Providers Amir Hartman, Co-founder and Managing Director,
Mainstay Partners
4:15
IBM Solutions Marketing: The Transformation Joann Duguid, Vice President, Solutions & Sector Marketing,
Americas, IBM
5:00
Closing Remarks
5:30–7:30
Networking Reception
Wednesday, May 23,
2007
8:00
Continental Breakfast
8:30
Forum Review Dave Munn, President & CEO, ITSMA
9:00
Rockwell Automation: The Journey to Solution-Centric
Selling Terry Gebert, Vice President and General Manager, Manufacturing
& Process Solutions, Rockwell Automation
9:45
Strengthening the Core Business by Bundling Solutions Robert Mattis, Vice President, Solutions Management, Pitney Bowes
10:30
Break
11:00
Solutions: Selling and Delivering “Experience
Certainty” in an Uncertain World Palghat Viswanathan, Chief Transformation Officer, Tata Consultancy
Services
11:45
Closing Discussion Steve Hurley, Vice President, Member Engagement, ITSMA
12:00
Forum Close
Please note: ITSMA reserves
the right to make changes or substitutions to this event.
Karl Bream
Vice President, Corporate Strategic Marketing,
Alcatel-Lucent
Karl Bream is responsible for Alcatel-Lucent’s
global market strategy, market research and analysis, emerging opportunity
development, and corporate solutions marketing. Karl is transforming
Alcatel-Lucent's market strategy and solution functions into a focused
team that fully understands Alcatel-Lucent’s customers and markets,
and is translating that understanding into new revenue opportunities
for Alcatel-Lucent.
Prior to his current role, Karl held several positions supporting
strategic business development for AT&T and Lucent Technologies
including mergers and acquisitions and channel development. During
the remainder of his 22 years in the networking and telecommunication
industry, he held positions of increasing responsibility in network
and systems engineering, project management, sales, and sales management.
Karl earned a Bachelor’s degree in Computer Science from George
Washington University, and a Master’s degree in Business Administration
from The Stern School at New York University.
Joann Duguid
Vice President, Solutions and Sector Marketing,
Americas, IBM
Joann Duguid assumed her current position in October of 2004. She has
responsibility for end-to-end solutions marketing in the Americas which
includes integration of hardware, software, services, and consulting
brands to deliver a single program view. She also has responsibility
for industry marketing and has recently taken on two new go-to-market
programs. These new programs are targeted to the CIO and line of business
executives. In addition, she has responsibility for the go-to-market
plans with the integrated and cross industry ISVs.
Since 1984, Joann has held leadership positions in sales, product development,
and marketing. After she completed her B.A. at Rutgers, she joined IBM
as a systems engineer, after which she moved to the telecommunications
industry staff. She joined IBM's Poughkeepsie lab in 1994 as a product
manager, and then moved to the marketing ranks, where her responsibilities
included zSeries e-business marketing, definition of cross IBM eServer
offerings, and the ISV strategy.
In 2000, Joann led a team to define the worldwide channel strategy for
zSeries. In 2001, she was asked to run the zSeries Linux business, and
was named director of zSeries Linux Worldwide. In October 2002, Joann was
named vice president, Systems Group Small and Medium Business, where she
put together the strategy and plans to package, price, develop, and market
eServers and Total Storage to the SMB marketplace.
Steven Garrou
Director, Global Outsourcing and Infrastructure Services, Unisys
Steve Garrou is responsible for global solutions management
and field enablement of the Unisys IT Outsourcing service line. He
is responsible for directing solutions development teams, identifying
go to market programs, and driving field readiness for the service
line.
Steve has more than 13 years in advanced network technology
and IT security consulting and marketing. Prior to joining Unisys in
2004, he was director of product management and marketing at AimNet
Solutions, with responsibility for the vision, strategy, and development
of professional and managed service offerings. Previously, Steve managed
IP services for AT&T Solutions as a global service line manager.
Before joining AT&T Solutions, Steve was a senior product manager
for WorldCom. He began his career with WilTel.
Steve earned BSBA and MBA degrees from the University of Tulsa. He currently
serves on the ITSMA Solutions Council.
Terry Gebert, Vice President and General Manager, Manufacturing
& Process Solutions, Rockwell Automation
Terry Gebert joined Rockwell Automation in January 2006 as vice president
and general manager for the Manufacturing and Process Solutions business.
In this role, he is responsible for overseeing all operations of the
business, with a focus on driving customer satisfaction, P&L, and
continued growth.
The majority of Terry's 30-year professional career was spent in the
solutions business, with a proven track record in the global solutions
industry. He joined Rockwell Automation from Flowserve Corporation where
he served as vice president and general manager of their Controls division.
Prior to that, he was responsible for the solutions businesses at Honeywell
International, Raychem, and Fluor, Inc.
Terry's broad ranging contributions include driving client satisfaction
through excellence in product, project, and aftermarket service delivery;
growth through acquisition/consolidation; driving profits and rapid growth;
P&L responsibility; and tactical implementation of project management
and engineering programs.
Terry earned a bachelor’s degree in Electrical Engineering from Texas
A&M University, College Station, Texas, USA, and is a registered professional
engineer and a Six Sigma Black Belt.
John Hagel III
Author, Senior Advisor to McKinsey & Co., and President
of John Hagel and Associates
John Hagel is an independent management consultant and author who
works with senior management at large enterprises around the world
to shape business strategies and improve business performance. His
experience includes senior management positions in technology businesses
and sixteen years as a consultant with McKinsey & Co. He continues
to serve as Senior Advisor to McKinsey & Co.
Harvard Business School Press has published four books by John, including
his most recent, The Only Sustainable Edge, co-authored with
John Seely Brown. He has also received two awards for best articles
published in Harvard Business Review and he has published extensively
in other business publications including the Wall Street Journal, Financial
Times, and McKinsey Quarterly.
John is a Forum Fellow at the World Economic Forum and serves on the
Steering Committee of the Harvard Business School Research Center.
He received his M.B.A. from Harvard Business School, a J.D. from Harvard
Law School, a graduate degree (B.Phil.) in Modern Middle Eastern Studies
from Oxford University, and a B.A. in economic history from Wesleyan
University.
Amir Hartman, Co-founder and Managing Director, Mainstay Partners
Amir Hartman is the co-founder and managing director of Mainstay
Partners in San Mateo, California, which provides strategic services to
business leaders in such companies as Oracle, Honeywell, Motorola, and
Office Depot.
One of the leading global authorities on corporate and technology
transformations, Amir is an international bestselling author and sought-after
advisor to senior business leaders in a broad cross-section of industries.
He is on the faculty at Berkeley’s Haas School of Business, and
Columbia’s Graduate School of Business where he teaches in their
MBA and Executive MBA programs. He is a renowned expert in IT strategy,
business and IT governance, and portfolio management.
Prior to founding
Mainstay Partners, Amir was at Cisco Systems where he was responsible
for building the Internet Business Solutions Group and IT Strategy.
A frequently requested speaker to forums of senior business leaders,
he is the author of the recent book Ruthless Execution: What Business
Leaders Do When Their Companies Hit The Wall.
Steve Hurley
Vice President, Member Engagement, ITSMA
Steve leads ITSMA’s member engagement team, which works directly
with member companies to help them take best advantage of ITSMA resources
and to provide focused advisory support on a wide range of marketing
and sales challenges. In this capacity, Steve leads the development of
ITSMA’s project methodologies and frameworks and oversees advisory
projects on issues including: go-to-market strategy; growing the solutions
business; portfolio rationalization; account-based marketing; and relationship
growth.
Prior to joining ITSMA, Steve worked for Arthur D. Little, Inc. (ADL),
a global management consulting company that had offices in over 45 countries.
Among other accomplishments at ADL, Steve was responsible for creating
its first corporate university, leading to standardized learning and
development programs across all parts of the firm worldwide.
Steve holds a Bachelor of Science degree in Economics and Math from
the University of Windsor in Windsor, Ontario, and a Master of Science
in Management from the Arthur D. Little School of Management, where he
graduated magna cum laude.
Robert Mattis
Vice President, Solutions Management, Pitney Bowes
Robert (Bob) Mattis is responsible for the development and application
of a wide range of practical and innovative business solutions to meet
the needs of Pitney Bowes customers. He is credited with restoring profitable
growth to the company’s financial services segment and with creating
an innovative, cross-company mail and document strategy that has been
responsible for multi-million dollar customer acquisitions.
Bob has more than 29 years of experience in operational management, general
management, and executive management. He joined Pitney Bowes in 1977 in
assembly operations with the company’s manufacturing division, and
has held positions of increasing responsibility ever since. Prior to his
present position, Bob was vice president of Enterprise Account Management.
In this position, he developed strategic programs and processes that helped
Pitney Bowes meet or exceed its growth targets among enterprise accounts.
Julie Schwartz
Senior Vice President, Thought Leadership, ITSMA
Julie oversees ITSMA's thought leadership development and custom research.
She has authored numerous reports and articles on technology services
trends, marketing, branding, and sales topics, and is a frequent speaker
at public events and client meetings. Julie created ITSMA's Solutions
Roadmap and Services Competency Assessment, developed a balanced scorecard
approach to measuring services marketing performance, and designed ITSMA's
360° brand assessment research, which helps companies better understand
how their brands are perceived by customers, prospects, partners, employees,
and influencers.
Prior to joining ITSMA in 1996, Julie was an analyst with State Street
Research. Earlier, Julie was the director of professional services research
for Dataquest and manager of research for The Ledgeway Group.
Julie holds a Bachelor of Science degree from the University of Pennsylvania,
where she graduated summa cum laude and was elected a member of Phi Beta
Kappa. She also has a Master of Science in Management from the MIT Sloan
School of Management, where she was named a Seley Scholar.
During the course of a successful career spanning over 30 years, Palghat "Vish" Viswanathan
has spent a number of years in marketing and general management across
a range of industries in India, including communications, information
technology, office equipment, and consumer goods. He has served as Chief
Transformation Officer at Tata Consultancy Services (TCS) since 2001.
Prior to joining TCS, Vish held a sales and marketing role at Johnson & Johnson.
Prior to that, he worked for a variety of advertising agencies, including
Lintas, Rediffusion, Dentsu, and Young & Rubicam.
Over the years, his most rewarding and gratifying experiences have come
from:
Managing creativity and innovation
Managing marketing wars
Managing transformation and change
Leading start-ups and building organizations
Managing turnarounds
Being a part of a team that implemented mergers/acquisitions/de-mergers
Managing the most talented and aggressive manpower in the knowledge
business
The thrill of pioneering and entrepreneurship
Vish holds a Bachelor of Engineering degree from Madras (Chennai) University
and an MBA from the Indian Institute of Management, Ahmedabad.
Mark Yolton
Vice President, SAP Community Network, SAP Labs, LLC
Mark Yolton leads SAP’s network of communities oriented around
the company’s platform, products, and technologies. These include
the SAP Developer Network (SDN) and the Business Process Expert (BPX)
communities, totalling more than 700,000 individual members interacting
around the world in 100+ countries, and around the clock 7x24, primarily
online at http://sdn.sap.com and http://bpx.sap.com and
at global SAP Tech Tour and SAP TechEd events.
The SDN and BPX communities drive adoption of, and innovation
around, the SAP platform, products, and technologies by providing information,
tools, training, best practice examples, demos, downloads, articles,
whitepapers, and a rich array of resources to developers, enterprise
architects, business analysts, systems administrators, and application
and solution consultants in customer, ISV, and systems integrator organizations.
Mark joined SAP and his current role in November 2005. Immediately
prior, he managed online properties for PeopleSoft, and then post-acquisition
managed Oracle’s online presence while integrating more than a
dozen acquired companies into those channels. Previously, Mark was vice
president of marketing and strategy for the $3.4B Services division of
Sun Microsystems and was a catalyst for the company’s transformation
to eBusiness practices.
Mark has degrees in Communications/Journalism and Marketing from Shippensburg
University in central Pennsylvania, and has completed MBA coursework at
LaSalle University.
ITSMA's 2007 Marketing Leadership Forum is designed specifically
for senior marketing and other business executives (e.g., strategy,
sales, business management, and delivery) involved with growing the
solutions business.
ITSMA reserves the right to limit participation to director-level and
above. If you are unsure of your eligibility to participate, please contact
Meghann Wooster at +1-781-862-8500, ext. 18, or mwooster@itsma.com.
Join us after the first day of the Forum to relax and
enjoy beverages and plentiful hors d’oeuvres & food stations. Meet with old
friends and new acquaintances in the elegant setting of The Claremont
Resort & Spa to socialize with other attendees and discuss the
day's sessions.
Hotel accommodations are the responsibility
of the registrant. ITSMA has
reserved a block of rooms on a first-come, first-served basis at the Claremont.
For other area hotels, please contact the concierge at The Claremont.
Reservations:
Phone: 1-800-551-7266 or +1-510-843-3001
Fax: +1-510-843-6239
Room Rates:
$219 single/double occupancy – Available
until May 20, 2007 Please call the hotel directly for room reservations.
To receive the discounted rate, please identify yourself as an attendee
of ITSMA's
Marketing Leadership Forum. Rate
includes complimentary in-room high-speed Internet access, local
and toll phone calls, and use of the health club facilities and classes.
Special Requests:
If there is anything we can do to
make your participation in this event easier, please complete the appropriate
space on the Registration Form or contact Carolyn Jefferson at cjefferson@itsma.com or on +1-781-862-8500, Ext. 21.
About the Claremont: Nestled in the
hills overlooking world famous San Francisco Bay, this Four Diamond
gem features historic charm, an award-winning spa and fitness experience,
22 acres of resort amenities, and a timeless setting for special events.
Images courtesy of
Claremont Resort & Spa.
Cancellation and Refund Policy
Any cancellations or substitutions must be in writing and forwarded to ITSMA,
420 Bedford Street, Suite 110, Lexington, MA 02420 or via email to cjefferson@itsma.com.
Nonattendance without written cancellation prior to the event will incur
the full event fee. No refunds will be made for cancellations received less
than 15 days before the event.
You may cancel your enrollment up to 30 days before the start of the
event and receive a full refund or apply the full fee toward a future
event. Cancellations received less than 30 days before the event are
subject to a $250 cancellation fee. You may request a refund of the remaining
balance or apply it toward a future event.
Satisfaction Guarantee
ITSMA guarantees your complete satisfaction with this event. If you are not
satisfied, we will provide you with a full refund of your money or provide
a credit towards another offering.
About ITSMA
ITSMA specializes in helping companies market and sell services and solutions.
As a membership organization, we work with the world's leading technology,
communications, and professional services firms to generate new business, strengthen
customer loyalty, and increase brand differentiation. Through research, consulting,
training, and community we provide the insight companies need to improve marketing
impact, sales performance, and business results. ITSMA is based in Lexington,
Massachusetts, and has offices in the United States, the United Kingdom, and
Japan. Learn more at www.itsma.com.