Info-Tech Research Group & Boardroom Events Value Prop Presentation

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Hilary Badoian , EVP Client Services786-361-0454 X101

[email protected]://calendly.com/meethilary/it

mailto:[email protected]

https://calendly.com/meethilary/it

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Executive Summary

Our Mission is to provide better research than anyone.

We are the world’s fastest growing IT research and advisory company.

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Info-Tech Research Group is the world’s fastest growing information technology research and advisory company, proudly serving over 30,000 IT professionals. We are, by far, the most innovative firm in the industry and we pride ourselves on providing better research than anyone. We produce unbiased and highly relevant research & tools to help IT professionals make strategic, timely, and well-informed decisions that drive IT improvement. We partner closely with IT teams and service professionals to provide everything they need – from actionable tools to in-person analyst guidance – to deliver measurable results for their organizations.

The Info-Tech AdvantageOur Data-Driven Insight Program enables IT organizations to objectively measure their performance, develop key initiative plans with role-based roadmaps, access our innovative research and industry experts, and systematically improve performance year over year. We move beyond reports, providing in-person experiences and expertise that drive sustainable IT improvement. As the fastest growing and one of the top 10 largest IT research and advisory companies in the world, Info-Tech is well positioned to address your key IT strategic initiatives and provide state-of-the-art technical analysis on a variety of IT subjects.

About Us

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Outsell, a leading research and advisory firm that provides actionable market analytics for the information industry, has ranked Info-Tech as the leader in the IT research arena. We ranked above all of our competitors, including Gartner, Forrester, and IDC.

How We Compare

“Info-Tech Research Group is an interesting leader as it has seen 15% to 20% revenue growth rates the past couple of years and has grown into a solid firm with a solid footprint among CIOs…It built a robust set of web-based tools and provides actionable data as well as advisory services for its target market…The company has found a need it could fill and has been growing quickly in a market space that was largely under served.”

For activities that are particularly innovative and being in touch with market dynamics, Outsell has ranked Info-Tech as one of the top 10 companies to watch.

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At Info-Tech Research Group, our research agenda is driven by three factors:

Projects our clients are working on

New technologies or processes that are being adopted in the

market

Insight and product knowledge of our analysts

Info-Tech’s research is written based on observed best practices, key implementation steps, world-class research, years of expertise, and encompasses a broad range of technology topics that provide a base knowledge for all technology leaders. Research is designed to be action-oriented and outcome-driven, for example building an effective process for mobile device management.All topics covered in our Blueprints are organized into four research silos – Applications, Infrastructure, Management & Governance, and Talent & Leadership – and then are further categorized based on more specific areas of IT such as Information Management, Network & Communications, or Innovation. All of our project Blueprints, tool, templates, and other deliverables are easily found via the Info-Tech website. Our research planning methodology incorporates new and emerging technologies while soliciting member feedback to ensure our research agenda covers the topics that matter most. Some examples include: cloud computing, cloud storage, the latest offerings from Microsoft, data management, mobile device management, IT governance, and project management.

Research Methodology

DATA–DRIVEN INSIGHT PROGRAM

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Stage 1 - Project ApprovalEach best-practice project Blueprint starts as a proposal for the Research Agenda. The project proposal outlines scope, client challenge, and client value. Each proposal is reviewed by a panel comprised of lead analysts, research management, and Info-Tech executives.

Stage 2 - Scope Refinement The project team – comprised of lead, senior, and junior analysts – contacts clients and noted experts in the field. Clients are interviewed to clarify specific challenges and identify expectations for how the research would be of greatest value. Experts, including consultants, practitioners, academics, and authors, are contacted to understand leading opinions and practices. Secondary research is conducted by the team to determine the current schools of thought about best practices. With this information, the project team develops a draft point of view and set of hypotheses around best practices and insights that will be further developed during the course of the project.

Stage 3 – AnalysisThrough additional analysis, hypotheses developed in Stage 2 are validated or refuted. The best-practice Blueprint, including the supporting tools and templates, and the workshop are developed. Research teams test conclusions and recommendations, and associated tools, with clients and experts who have agreed to provide feedback on project results.

Content Review: Weekly, research results and documents are reviewed with the research management team. The purpose of this review is to challenge and strengthen conclusions, explanations, and recommendations.

Research Process The quality and credibility of the advice and recommendations contained in our best-practice research is of the utmost importance to Info-Tech. Each research project follows the same approach to ensure that sound research and analysis practices have been applied.

Stage 4 - Road-TestingDuring project development, we test our research by engaging clients in on-site workshops. The feedback gathered in this workshop is incorporated into the final product.

Stage 5 - Executive ReviewOnce the best-practice Blueprint is complete, it is submitted for executive review. A panel of lead analysts, research management, and Info-Tech executives score the Blueprint to ensure the following:• The recommended project steps are adequately supported by

primary and secondary research• The research insight is applicable to the target client group• The recommendations are actionable and will yield

measurable results• The best-practice Blueprint offers tangible value for clients


Innovator/ TransformsBusiness Partner/ ExpandsTrusted Operator/ OptimizesFirefighter/ SupportsUnstable/ Struggles

Reliable Technology Innovation

Executive Execution on Business Projects

Executive Fulfillment of Work Orders

Reliable Infrastructure of IT Service Desk

Inability to Provide Reliable Business Services

90-100% 80-90%70-80%60-70%< 60%Satisfaction

Follow our standardized path to drive IT maturity & effectiveness for your department.


Info-Tech Research GroupMaturity Model

On average, our clients see their stakeholder satisfaction scores get 20% closer to a perfect score each year.

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3.0 Additional Services

Our practical tools help you deliver measurable results

A comprehensive set of tools to effectively manage your IT department

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Benchmarking Diagnostic Programs

Additional Info-Tech Services

Begin using a fact-based, data-driven approach to managing IT.Stop flying blind, objectively identify what needs to improve with robust, client-tested diagnostic programs.

A number of firms, including the Big Four, have been in the ‘giving us advice’ business for some time but none of them have been able to give us analytics that spell out the trouble areas more clearly than Info-Tech.

CIOFortune 100 FirmLogistics

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CIO Business Vision Ask your business stakeholders what they really think of IT. Quantify IT’s successes by benchmarking performance against industry peers and previous-year metrics.

✓ Done in just 15 minutes✓ Comprehensive scorecard of IT satisfaction✓ Completed by stakeholders from all departments

within the business

IT Management & Governance

Ensure every IT process has an owner, that no single person is accountable for too many processes, and that processes are prioritized based on their importance to the business.

✓ Done in just 15 minutes✓ Organize your team’s focus for the year✓ Understand your team’s capabilities✓ Completed by internal IT department

Application Portfolio Assessment

Assess the health of the Application Portfolio with a view of the effectiveness, criticality, and utilization of each app being used by your end users.

✓ Done in just 10 minutes✓ Realize immediate cost savings through data-

driven app rationalization✓ Completed by all end users within the

company

Project Portfolio Management Assessment

Uncover insights into Governance Structures, Portfolio Management Processes, and Oversight Processes to conform PPM best practices.

✓ Done in just 10 minutes✓ Understand if you’re working on the right projects✓ Improve process efficiency✓ Completed by the PMO

CEO-CIO Alignment Program

Ensure that IT is aligned on the business’ goals for IT and budget expectations.

✓ Build your relationship with the CEO✓ Done in less than 15 minutes✓ Completed by head of the business and head of IT

IT Security Diagnostic Program

Quantify IT security performance through benchmarking against industry peers and previous-year metrics.

✓ Done in just 10 minutes✓ 3 steps to pick from✓ Breathe easily with the knowledge you are

complying with best-practices✓ Completed by CISO, IT leader

End User Satisfaction Program

Quantify how satisfied IT’s end users are with provided services, allowing you to determine which areas require improvement.

✓ Keep tabs on the sentiment towards IT on the ground floor

✓ Completed by all end users within the company

✓ Done in just 15 minutes

OUR DIAGNOSTIC LIBRARY

PRODUCT FEATURES + AUDIANCE

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• 80+ customizable Vendor Landscapes™ to help you select the right technology solution

• New Vendor Landscapes published weekly and updated annually or as needed

Vendor Landscape topics are chosen based on market and member demand, and Info-Tech works with the individual vendors to gain an in-depth knowledge of that particular solution. Info-Tech firmly believes in providing unbiased research; therefore, all Vendor Landscapes are written from a staunch perspective of objectivity.

What’s Included:1. A matrix that enables clients to adjust vendor

rankings based on the features and offerings that are most important to them.

2. An in-depth report that: a) Explains how vendor rankings are broken down,b) Reviews each vendor and solution considered in

the Vendor Landscape,c) Provides insight and best practices related to

that technology.

3. Unlimited analyst calls to discuss the various technology solutions and features you should consider for your organization.

Our members find Vendor Landscapes to be extremely helpful in narrowing down their technology solution choices and making easy yet well-informed decisions.

Example Vendor Landscape:Content and Email Archiving

Vendor Selection


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Contract Negotiation

Send your purchase or renewal contracts (e.g. Microsoft, SAN storage, data center co-location) to our analysts so that we can review the contract, identify business risks, and provide insights.Through a phone consultation, our analysts provide you with tailored insight into potential savings, compliance issues, appropriate feature options, and general best-practice tips for your contract negotiation process. Unlike other vendors, Info-Tech does not take a percentage of any savings realized from this service or charge an additional fee for this valuable service.After your call, we send a follow-up report to summarize the review and provide any additional advice we may have. Document review calls are scheduled, one-hour calls but can be extended into a series of calls depending on the scope of the review. Document reviews include procurement agreements, business plans, and requests for proposal.


Secure the right deal and save thousands to millions of dollar.

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Job Description, Policy & Template Library


140+ Job Descriptions including:• Application Development Manager• IT Asset Manager• Scrum Master• Chief Data Officer• Network Engineer

1300+ Templates including:• SOP Template• Strategic Plan Template• IT Steering Committee Charter• Data Center Relocation Project Charter• Project Plan Template

90+ IT Policies including:• Internet Acceptable Use Policy• Patch Management Policy• IT Triage and Support Policy• Change Management Policy• Email Acceptable Use Policy

Never start from scratch again. Use our library of practical tools and customizable templates.

On-Site Workshops

Example: Business Intelligence Vendor Selection

Workshops that drive results.

Project WorkshopsA valuable way to plan your IT project implementations. Take advantage of our know-how

and facilitation skills featuring an innovative workshop held

onsite at your location.

Process WorkshopsA dynamic way to enhance your core IT processes and

build a world class operation. Engage your IT team onsite at your location in an innovative

workshop.

Day 1 Day 2 Day 3 Day 4 Day 5

Workshop Preparation (Offsite)

Business Case & Enterprise Requirements

Define Business Area Requirements

Formulate Vendor Selection Criteria

Define Selection Tactics and Implementation

▪Workshop Objectives and Scope Planning▪Confirm workshop

objectives and scope▪Identify up to three areas

that will contribute in the workshop▪Set workshop Agenda and

secure participants’ commitment▪Information Gathering

(offsite)

▪The case for BI/Analytics▪Industry Outlook

BI/Analytics ▪Enterprise Level -

Business Requirements▪Identify business goals,

objectives, and stakeholders▪Identify high-level

data/analytics requirements▪Map business needs to

key features of BI/Analytics Tools

▪Discuss Business BI/Analytics Challenges and Opportunities▪Identify business needs ▪Map business needs to

key features of BI/Analytics Tools ▪Discuss authoritative data

environment ▪Identify challenges,

opportunities, & environmental constraints

▪Solution architecture▪Consolidate workshop’s

outcome & rationalize requirements ▪Develop high-level

solution architecture▪Discuss requirements in

the context of vendors’ offerings▪Refine requirements▪Shortlist vendors

▪Develop vendor selection tactics and approach▪Define the Select and

Implement Project▪Create use-case scenarios

for vendor demos▪Develop vendor demo

script▪Define high-level

implementation strategy▪Define high-level

implementation roadmap

5-Day Workshops -$15K


More Effectively Manage IT Policies with Less EffortThe myPolicies application is an online policy management solution that streamlines the creation, approval, distribution, and monitoring of corporate policies, procedures, and forms\

Restore Order to your PoliciesStore all of your most up-to-date policies in an easy to navigate central repository.

Automate Policy ManagementCollecting signatures has never been easier with myPolicies’ effortless document distribution and tracking.

Stop Writing PoliciesNever write another policy from scratch with over 150 best practice policy templates.

One-Click ReportingQuickly and confidently report on policy activity that matters to you, your stakeholders, and your auditors.

Part of our Rapidly Growing set of

Innovative Tools & Diagnostics

My Policies is included with any Enterprise Wide Membership


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Emerging Trends & Predictions

Mark AndersonInfo-Tech Research Fellow and CEO, Strategic News Service™

Info-Tech’s Predicting the Future reports are written by Mark Anderson, founder and CEO of Strategic News Service™, the world's most reliable source of advanced information at the intersection of technology and the economy. Predicting the Future covers must-have information for strategy development and business technology planning from a global perspective.Mark Anderson’s predictive reports have an unmatched publicly graded prediction rate of over 94% and are actively followed by Bill Gates, Paul Jacobs, Michael Dell, and many other global industry leaders.Predicting the Future provides you with need-to-know information that will position you as a forward thinker among industry peers.Topics include:• Cyber Security• Software Quality• Global Trends in Emerging Markets• Special Reports on Amazon• Internet of Things• Science into Technology• Technology and Genetics• Healthcare Technology• Big Data• Sustainability & Energy


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LEAPLeadership Enhancement & Acceleration Program for High Potential Employees

Launch conversation with LEAPParticipant and LEAP Alum

Launch conversation with CIO (and Manager) about LEAP

Participant

Light 360Feedback

OrientationWebinar

Experience 1 EmbracingExecutive Leadership

ProjectMentoring

Experience 2 Next Generation

Talent Development

ProjectMentoring

Experience 3Innovation

ProjectMentoring

Experience 4 Client

Engagement

ProjectMentoring

Experience 5 Executive Team

and Board Engagement

ProjectMentoring

Experience 6 Capstone

Light 360Feedback

Alumni Program Orientation

WebinarYear

3Ye

ar 2

Year

1P

re-P

rogr

am

LEAP spans 3 years including 6 in-person sessions with high potential staff from other leading IT organizations and 360 degree assessments to quantify improvements.

LEAP addresses the widening gap between the growing demands on future IT leaders and development programs that historically excelled more in technical mastery than capabilities like leadership, talent development, innovation, client engagement, and executive engagement.

Info-Tech’s faculty designed LEAP to cost-effectively develop your future leaders functionally through a unique set of experiences, peer to peer learning, and year long reinforcement of lessons learned in their actual work.

No other program matches it or its ability to nurture key skill improvements and professional network, as well as engage your most valuable staff.

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Let’s schedule a call to discuss how we can help you!

Hilary Badoian , EVP Client Services786-361-0454 X101

[email protected]

Click to find a time that works for you:https://calendly.com/MeetHilary/IT

mailto:[email protected]

https://calendly.com/meethilary/it