Innovation in Software Licensing, Vendor Management and Procurement Processes

07:15 - 08:15 Registration and Breakfast

08:15 - 08:20 Welcome Remarks

Michael Shaw, Advisory Board Member at American Council of Sourcing and Procurement Executives

Michael Shaw

Advisory Board Member
American Council of Sourcing and Procurement Executives

08:30 - 09:00 Keynote Presentation:The CPO Perspective-- Building an “IT Sourcing Power House”

Hear first-hand, how a leading CPO approaches his role in developing a positive relationship with the Chief Technology Officer.
• “ITs” Complicated – Not the Movie, Our Profession
o Digital, Cloud, Big Data and Mobile
o Information and Physical Security
o SaaS, PaaS, IaaS, PaaS
• Going Agile – Our Changing Workforce
o Demographics – Baby Boomers vs. Generation X
o Flexible Workforce - Core and Expanded Resources
o Key Skills needed to be successful.
• Show me the Money – Assuring your Savings get integrated into Budgets
o How to graciously integrate savings into bottom line results!
o The Finance Organization is your best friend!
o Stakeholder – What’s in it for them?

Bill Mangen, Vice President of Procurement, Vendor Management and Strategic Sourcing at Cox Communications

Bill Mangen

Vice President of Procurement, Vendor Management and Strategic Sourcing
Cox Communications

09:00 - 09:25 Keynote Presentation: Optimizing Your IT Asset Management Program

The task of creating an inventory of all corporate IT assets, from systems and software to telecom and mobility, is quite challenging. Who is required to perform a company-wide assessment, procurement or IT? How can you track what’s being used across the enterprise, and what do you do with all the information gathered? Develop strategies to:
• Create an IT inventory
• Obtain the information you need to manage your asset lifecycles to mitigate risk
• Analyze the data to use in future sourcing events and contract renewals
• Effectively use ITAM to position your company for success
• Identify and implement the optimal tools to help you keep track of your IT assets and user licenses

Lula Kosanic, Senior Director - Expense, Vendor, Asset Management at CIBC World Markets

Lula Kosanic

Senior Director - Expense, Vendor, Asset Management
CIBC World Markets

09:25 - 09:45 Keynote Presentation: How Software License Optimization Empowers IT Procurement

Software licensing costs account for a significant portion of the typical IT budget—as much as 25 percent—and they represent a substantial cost for today’s enterprise. It’s up to IT procurement teams to keep these costs in check while meeting the current and future software needs of the enterprise without overbuying or under buying licenses. In this session we’ll discuss how software asset management and license optimization processes and tools:
• Enable IT Procurement to go beyond discounts to achieve cost optimization on software license agreements
• Provide visibility into software installations and usage trends that aid contract negotiations
• Maintain compliance with license agreements to avoid software audits and unbudgeted true-up expenses
• Avoid “shadow IT” and retain control of the software procurement process
• Empower vendor management teams to maintain win-win relationships with software vendors

Joe Freda

CFO
Flexera Software

Whether you call it bimodal, agile, or adaptive sourcing, technology is advancing at a rapid pace, and procurement needs to adapt its often slow and deliberate processes to keep up with the changing technology needs of the business. During this panel, you’ll learn strategies for dealing with startups and disruptive apps that will transform your business:
  • How to vet companies with short or non-existent histories
  • Negotiation strategies for startup companies
  • Ensuring you’re not overpaying for a fledgling service or product
  • Protecting yourself for future evolution in the contract
  • Going in with the mindset that the startup will eventually be acquired
  • What degree of customization can they perform?
  • Can the product handle the support you require?
  • Employing internal testing and research teams before signing
  • Do you have a way out?
Michael Shaw, Advisory Board Member at American Council of Sourcing and Procurement Executives

Michael Shaw

Advisory Board Member
American Council of Sourcing and Procurement Executives

Christopher Talbot, Director Of IT Procurement at T-Mobile

Christopher Talbot

Director Of IT Procurement
T-Mobile

Monty Hamilton, CEO at Rural Sourcing

Monty Hamilton

CEO
Rural Sourcing

Suzette Neyra-Jones, Director, IT Strategic Sourcing at Intel

Suzette Neyra-Jones

Director, IT Strategic Sourcing
Intel

10:25 - 11:05 Morning Networking Break

ERP Software Drill Downs

11:05 - 11:50 Software Licensing Drill Down Clinic 1: Microsoft
As large systems that run mission-critical aspects of your organization upgrade their product offerings, acquire smaller rivals and transition from on premise to hosted aaS products, you need to know the ins and outs of where these publishers are willing to negotiate to acquire or maintain leverage. In this series of drill-down workshops, you’ll have opportunities to discuss how to improve your negotiating and contracting processes to achieve your business’ software goals with the three omnipresent software publishers-- Microsoft, SAP, and Oracle.
Reagan Smith, Director, Global Procurement at HP Enterprise Services

Reagan Smith

Director, Global Procurement
HP Enterprise Services

Dean Bedwell

President
Software Asset Advisors

Vendor Management Workshops

11:05 - 11:50 Workshop: Strategic Vendor Management: Achieving Operational Excellence With Vendors and Suppliers
  • Different ways you define and engage with vendors and suppliers- is there a distinction? Do you manage them differently?
  • Determining if you need a VMO to managing supplier relationships, or if management will stay in procurement
  • How to optimize and advance your VMO
  • Working with IT to establish parameters for sourcing vendors and suppliers
  • Profiling potential vendors. Are they the right fit at the right cost?
  • Managing the lifecycle of the contract

Francine Coutu, Consultant at Strategic Sourcing & Procurement

Francine Coutu

Consultant
Strategic Sourcing & Procurement

As large systems that run mission-critical aspects of your organization upgrade their product offerings, acquire smaller rivals and transition from on premise to hosted aaS products, you need to know the ins and outs of where these publishers are willing to negotiate to acquire or maintain leverage. In this series of drill-down workshops, you’ll have opportunities to discuss how to improve your negotiating and contracting processes to achieve your business’ software goals with the three omnipresent software publishers-- Microsoft, SAP, and Oracle.
Brian Skiba, General Manager, SAP Products at Snow Software

Brian Skiba

General Manager, SAP Products
Snow Software

John Ragland, Director Global Procurement IT, Energy and Facility Management at Johnson Controls Inc.

John Ragland

Director Global Procurement IT, Energy and Facility Management
Johnson Controls Inc.

Vendor Management Workshops

11:50 - 12:35 Workshop: Planning for the End: Transitioning Out and Unwinding Supplier Agreements
When supplier relationships sour, or need to be ended for political, regulatory, or other purposes, sourcing takes on a very different role. Often this part of the sourcing process is overlooked – and procurement leaders often underestimate how expensive it can be. This workshop will address:
  • Ensuring your benchmarks and scorecards are set up measure exactly what you need to be measured
  • Assessing your capability for pulling back or ending agreements?
  • The impact of the termination on the supplier—Does it matter?
  • Dealing with exit penalties
  • How to end the relationship gracefully with minimal business disruption
Cynthia Garcia, Senior Director of Strategic Sourcing at Stewart Title Guaranty Company

Cynthia Garcia

Senior Director of Strategic Sourcing
Stewart Title Guaranty Company

ERP Software Drill Downs

12:35 - 13:35 Networking Lunch

Vendor Management Workshops

12:35 - 13:35 Industry Research Think Tank Lunch Hosted by Method 180


Mike Austin, Vice President at Method 180

Mike Austin

Vice President
Method 180

ERP Software Drill Downs

13:35 - 14:20 Software Licensing Drill Down Clinic 3: Oracle
As large systems that run mission-critical aspects of your organization upgrade their product offerings, acquire smaller rivals and transition from on premise to hosted aaS products, you need to know the ins and outs of where these publishers are willing to negotiate to acquire or maintain leverage. In this series of drill-down workshops, you’ll have opportunities to discuss how to improve your negotiating and contracting processes to achieve your business’ software goals with the three omnipresent software publishers-- Microsoft, SAP, and Oracle.
Mark Zafra, Head of Technology Sourcing at Twitter

Mark Zafra

Head of Technology Sourcing
Twitter

Sean McLaughlin, Senior Software Asset Management Consultant at Snow Software

Sean McLaughlin

Senior Software Asset Management Consultant
Snow Software

Vendor Management Workshops

13:35 - 14:20 Workshop: Vendor Management and Other Best Practices of the SIM IT Procurement Working Group
Today’s procurement organizations are challenged in a number of ways: moving at the speed of business, doing more with less, collaborating with its business clients, showing value to the C-level, etc. The Society for Information Management (SIM) IT Procurement Working Group (ITPWG) recently conducted a benchmarking effort to evaluate its member companies’ IT procurement organizations and their practices. The data gathered is being used by the member companies to re-examine how they are structured, their reporting chain and what best practices they might want to implement. Examples of those best practices include but are not limited to supplier relationship management, commodity planning, business client/procurement collaboration, and IT standards setting. During this presentation, the ITPWG will be sharing its findings with the attendees. We hope you will find value in our information for your own organization. The ITPWG is comprised principally of information management, legal, academic, and procurement leaders who are committed to improving IT procurement best practices. The majority of the member companies are in the Fortune 500. The information which will be shared during the presentation will reflect their organizations and practices.
Jeff Yingling, Senior Negotiator at Corporate Contracts

Jeff Yingling

Senior Negotiator
Corporate Contracts

14:20 - 15:05 Workshop: Gearing Up For a Stress-Free Software Audit

With more software companies realizing that there’s profit in auditing software compliance and usage issues, you need to be prepared when they come knocking on your door to perform a full usage and license audit. This workshop will provide you with best strategies for defense when the software police show up.
  • Reviewing your licensing contract to determine when audits may occur
  • Putting processes in place to avoid potential violations
  • Will new “compliance checks” offered by publishers actually result in less fines and a more congenial audit?
  • Working with legal and IT to control the flow of information
  • Settlement negotiations
  • What tricks do software companies’ legal departments use to trip you up, how not to get caught, and what to do if you are
  • Can third parties offer assistance?
  • Strategies for achieving compliance when the publisher changes its terms mid-contract
  • What happens if you wind up in court?
Suzette Neyra-Jones, Director, IT Strategic Sourcing at Intel

Suzette Neyra-Jones

Director, IT Strategic Sourcing
Intel

15:05 - 15:45 Afternoon Networking Break

15:45 - 16:30 Workshop: Remaining Current on Your License Maintenance Contracts to Ensure Continued Service

For companies with a large amount of legacy software, it’s important to ensure that your licenses, upgrades and support are up-to-date, especially when not all of your licenses expire at the same time.
• Since license maintenance is non-value added activity, can it be outsourced?
• Understanding the risks and opportunities associated with third party maintenance solutions
• Retaining service when the OEM no longer supports the product
• Determining if you really need the upgrades that maintenance contracts provide

Marc Gerdy, Assistant Manager, Corporate Procurement at Discount Tire

Marc Gerdy

Assistant Manager, Corporate Procurement
Discount Tire

16:30 - 16:50 ProcureCon Survey Findings: Benchmarking Procurement’s Role in Driving Innovation

Procurement leaders need to reduce costs and uncover opportunities to support business growth. Unfortunately more than 80% of IT budgets are spent on maintaining current IT systems instead of innovation. The worst case scenario is to do nothing, pay the annual vendor fees and limit your business growth. Attend this session to learn about the recent ProcureCon survey findings on the challenges your peers face with the ERP mega-vendors and successful strategies they are using to take back control of their enterprise software and maintenance.

Michael Baron

Vice President Sales
Rimini Street

Table 1: Topic TBD
Hosted by: Michael Baron, Vice President Sales, Rimini Street

Table 2: Winning the Day - Negotiating Better Software License Agreements
Hosted By: John Emmitt, Sr. Product Marketing Manager, Flexera Software

Table 3: Managing Supplier Exits
Hosted by: Nancy Tiran, Senior Director, IT Procurement & Enterprise Contract Labor Services, Best Buy

Table 4: Structuring Open Source Software Agreements
Hosted by: Jason Wegmet, Director, IT Sourcing, Corporate Supply Chain Management, Cox Communications, Inc.

Table 5: Software Contracting Strategies for Adobe
Hosted by: Rosemarie Sharpe, Associate Consultant, Global Procurement, Eli Lilly and Company

Table 6: Sourcing the Internet of Things to Improve the Supply Chain
Hosted by: Melanie Alexander, Director Strategic Sourcing – IT, MGM Resorts International

Melanie Alexander, Strategic Sourcing Manager of Information Technology at MGM Mirage

Melanie Alexander

Strategic Sourcing Manager of Information Technology
MGM Mirage

John Emmitt, Senior Marketing Manager at Flexera Software

John Emmitt

Senior Marketing Manager
Flexera Software

Michael Baron

Vice President Sales
Rimini Street

17:50 - 18:00 Closing Remarks

18:00 - 19:15 Welcome Reception in The Solutions Zone