IT Value Optimization

IT Value Optimization

IT Value Optimization

Technology is a provider of services that enables an organization to effectively deliver products, operate and support the Business. It is important that technology be predictive, stable and efficient. ITeffectivity incorporates a holistic approach to assessing your organization and those “not so flashy”, yet critical IT core capability services that can lead to downtime and astronomical costs if not done right. Leveraging our extensive industry experience, we provide you with “actionable” plans that help IT optimize costs and limit risk exposure.

Benefits

Aligned Business Strategy

Team Satisfaction & Engagement

Effective Solution Delivery

Right Technology Decisions

Representative Engagements

Services Overview

A representative sample of IT Value Optimization focus areas included:

  • Managed the Workforce Optimization program for a top financial market data firm that yielded a $96M annualized save
  • Restructured an IT Risk Management function & framework for a highly regulated Fortune 250 firm that led to the closing of over 120 Audits and Regulatory findings
  • Transitioned 9 siloed Quality Assurance areas into an award-winning Quality Engineering organization with cutting-edge services & frameworks, leading to < .5% defect leakage
  • Designed and implement a Change & Problem Management strategy that helped reduce Productions outages by 38%
  • Reduced operating expenses by $8M for a long-term healthcare provider by successfully leading, training, and building an IT infrastructure team from scratch
  • Assessed, developed, and designed an organizational change model, resulting in effectively preparing the organization for doubling its size through 3 mergers in less than a year
  • Led timely integration of business applications and processes for major mergers and acquisitions, including design and delivery of enterprise-wide Organizational Change Management and communications programs
  • Established and led an IT Finance and Contract Administration Office with an annual spend of approximately $50M plus project portfolio, including an $80M multi-year ERP program
  • Facilitated the development of an IT Asset Management methodology and created the strategy, roadmap and business case for implementation of an ITAM program at a global engineering and construction firm
IT Value Spend Analysis

Analysis of IT spend on people, processes and / or technology with data-backed recommendations on where to cut, reduce, consolidate, or invest for long-term gain. Sample areas may include contracts, infrastructure usage, tools, application deep-dives, process automation and more

IT Management Policies, Standards & Procedures

Provides an inventory of IT policies, standards & procedures, their location, format, ownership and associated training & assessments. This is followed by creating a consistent approach for building, formatting, communicating, and storing the artefacts as well as measuring compliance & tracking attestation.

IT Risk Management

Helps establish or enhance the IT Risk Management function including Org design and the framework for identifying, assessing & reporting on non-financial & emerging IT risks, tolerance levels, Audit tracking & response, management action plans (MAPs) and measuring compliance to policy

Mergers and Acquisitions

Program Management for structuring IT pre and / or post close of a merger or acquisition. Considers cost analysis, objectives & associated accountabilities, timing, risk registers, organizational design, business processes, integration, transition, communications & more.

Organizational Design

Assessment of a current organization’s structure and based on Business needs, set-up of a new model with clearly identified roles & responsibilities. Considers spans & layers, flat vs. matrix, central vs. decentral & chain of command. Can be executed at a functional, division or corporate-wide level.

IT Organizational Change Management (OCM)

Focused on people, a framework is designed to ensure an organization can manage the impact of new business processes, IT systems, and / or changes in organizational structure with minimal resistance and disruption of service. Coaching and / or training can be provided at an extra cost.

Quality Engineering (QE)

Provides analysis of the Testing landscape followed by a plan for running an advanced QE function that mitigates risk & optimizes costs. Includes Org design, service & framework design (e.g., automation, data, performance, environment), methodology, tools, vendor governance, policy, KPIs & more.

IT Change Management

Provides analysis of the Change Management function & processes plus an improvement plan for increasing efficiency & reducing outages based on output. Assesses elements such as CAB structure, change types & risk, change windows, approval levels & groups, outage themes, tools and more. 

IT Incident & Problem Management

Provides analysis and an improvement plan for ensuring incidents & problems are appropriately captured, tracked, communicated & resolved in minimal time to reduce risk. Looks at Incident & Problem trends, severity levels, root-cause analysis, time & cost to resolve, tools and more.

DISCOVER IF THIS PROGRAM IS FOR YOU

Allyson Bio

Allyson Stuart

IT EXECUTIVE ADVISOR

Allyson brings a unique blend of experience as both a successful Technology and Talent Development Executive. With 35 years’ background as a Chief Quality Officer, Technology Risk Regulatory Officer, and Head of People Programs, she has earned 23 international awards for her work in IT innovation, organizational transformation, diversity & inclusion, and employee engagement. As a Technology Executive, Allyson has been instrumental in building small to large-scale Technology functions from ground-up in the financial, medical, and high-tech industries where she often helped firms achieve more than 95M in annualized saves. As a champion of people, Allyson has coached over 150 leaders and teams and implemented various Diversity & Inclusion forums, global Mentoring and Employee Connect programs, as well as Veteran and Graduate programs. With certifications in Leadership & Training from the Harvard Business School, INSEAD & AMA, Allyson is a frequent keynote and motivational speaker on topics such as “Staying on TRACC as a Leader” and “Why you deserve a seat at the Leadership Table.” Her fulfillment truly comes from helping others find their courage and have the career they want and helping teams evolve into role models for cohesiveness and delivery.

Representative Experience and Areas of Expertise 

Companies – Refinitiv, Deutsche Bank, UBS, Credit-Suisse, Merrill Lynch, Genpact, Dow Jones, Data Dynamics, Penton

Technology – IT Strategy planning, workforce & cost optimization, IT Risk Management, Quality Engineering, Change, Problem & Incident Management, Information Security, Vendor Management, Program Management

Talent Development & Coaching – All-level Leadership Coaching; Diversity & Inclusion training, program & event planning, implementation of global Mentoring, Graduate & Veterans programs, Employee Engagement networks & Communities of Practice; Career Role Mapping & Skills Assessments, Leading-edge Hiring strategies

Representative Assignments
  • Led a global Technology Transformation & Workforce Optimization program yielding a $96M annualized save
  • Built a 9x award-winning global Quality Engineering organization with cutting-edge frameworks and services in Automation, Performance, Security, Test Data and Environment Management, Vendor Governance, Test Policy, Training and Metrics. Consolidated Suppliers and renegotiated contracts for up to $25M in saves
  • Restructured a Technology Risk Management & Policy function to identify and help mitigate the non-financial & emerging IT Risks in a firm as well as build, educate and validate compliance to policies & regulatory controls
  • Moved & rebuilt a bank’s Operations from NY to FLA that drove IT real-estate projects across 982 branches
  • Implemented an entire IT Change & Problem Management strategy that reduced Production outages by 38%
  • Successfully built & led global Diversity & Inclusion programs at five firms to promote awareness of, motivate and increase all forms of D&I (e.g. – gender, LGBTQIA+, race, age, physical & hidden disabilities) and Veteran hiring
  • Designed an award-winning Technology Graduate Program including the training curriculum, role rotations, networking events, CIO challenge projects, management training, and personalized coaching for 200+ graduates
  • Implemented a highly effective Coaching & Mentoring program for 2500+ staff of all levels in 33 countries

“A hugely passionate & energetic advocate for leadership development, diversity & inclusion, Allyson’s belief that others can find a path to excel, coupled with her impressive experience, inspires those around her to believe in themselves and find the courage to achieve more. I’ve seen her do this with individuals, with leadership teams and with functions like Quality Engineering, creating a powerful impact on organizational outcomes.”

CIO, Global Investment Bank

Allyson Stuart

IT EXECUTIVE ADVISOR

Allyson brings a unique blend of experience as both a successful Technology and Talent Development Executive. With 35 years’ background as a Chief Quality Officer, Technology Risk Regulatory Officer, and Head of People Programs, she has earned 23 international awards for her work in IT innovation, organizational transformation, diversity & inclusion, and employee engagement. As a Technology Executive, Allyson has been instrumental in building small to large-scale Technology functions from ground-up in the financial, medical, and high-tech industries where she often helped firms achieve more than 95M in annualized saves. As a champion of people, Allyson has coached over 150 leaders and teams and implemented various Diversity & Inclusion forums, global Mentoring and Employee Connect programs, as well as Veteran and Graduate programs. With certifications in Leadership & Training from the Harvard Business School, INSEAD & AMA, Allyson is a frequent keynote and motivational speaker on topics such as “Staying on TRACC as a Leader” and “Why you deserve a seat at the Leadership Table.” Her fulfillment truly comes from helping others find their courage and have the career they want and helping teams evolve into role models for cohesiveness and delivery.

Representative Experience and Areas of Expertise 

Companies – Refinitiv, Deutsche Bank, UBS, Credit-Suisse, Merrill Lynch, Genpact, Dow Jones, Data Dynamics, Penton

Technology – IT Strategy planning, workforce & cost optimization, IT Risk Management, Quality Engineering, Change, Problem & Incident Management, Information Security, Vendor Management, Program Management

Talent Development & Coaching – All-level Leadership Coaching; Diversity & Inclusion training, program & event planning, implementation of global Mentoring, Graduate & Veterans programs, Employee Engagement networks & Communities of Practice; Career Role Mapping & Skills Assessments, Leading-edge Hiring strategies

Representative Assignments
  • Led a global Technology Transformation & Workforce Optimization program yielding a $96M annualized save
  • Built a 9x award-winning global Quality Engineering organization with cutting-edge frameworks and services in Automation, Performance, Security, Test Data and Environment Management, Vendor Governance, Test Policy, Training and Metrics. Consolidated Suppliers and renegotiated contracts for up to $25M in saves
  • Restructured a Technology Risk Management & Policy function to identify and help mitigate the non-financial & emerging IT Risks in a firm as well as build, educate and validate compliance to policies & regulatory controls
  • Moved & rebuilt a bank’s Operations from NY to FLA that drove IT real-estate projects across 982 branches
  • Implemented an entire IT Change & Problem Management strategy that reduced Production outages by 38%
  • Successfully built & led global Diversity & Inclusion programs at five firms to promote awareness of, motivate and increase all forms of D&I (e.g. – gender, LGBTQIA+, race, age, physical & hidden disabilities) and Veteran hiring
  • Designed an award-winning Technology Graduate Program including the training curriculum, role rotations, networking events, CIO challenge projects, management training, and personalized coaching for 200+ graduates
  • Implemented a highly effective Coaching & Mentoring program for 2500+ staff of all levels in 33 countries

“A hugely passionate & energetic advocate for leadership development, diversity & inclusion, Allyson’s belief that others can find a path to excel, coupled with her impressive experience, inspires those around her to believe in themselves and find the courage to achieve more. I’ve seen her do this with individuals, with leadership teams and with functions like Quality Engineering, creating a powerful impact on organizational outcomes.”

CIO, Global Investment Bank

IT Strategy and Governance

IT Strategy And Governance

IT STRATEGY AND GOVERNANCE

Two of the top three expectations for CIOs are aligning to business strategy and transforming business processes. Most IT departments lack the skills to develop a strategic plan for IT: a staggering 84% of IT departments surveyed claim their IT strategies are less than adequate. At the same time, many organizations do not have a governance framework in place that optimally aligns IT with the business objectives and direction. A well-crafted IT strategy and IT Governance framework are critical for enhancing business stakeholder satisfaction and building relationships with business stakeholders. 

Benefits

  • Aligned Decision Making
  • Transparent Communication
  • Streamlined Roadmap
  • Improved Business Satisfaction

Benefits

Aligned Decision Making

Transparent Communication

Streamlined Roadmap

Improved Business Satisfaction

IT Strategy

Everything IT does should support the business. A list of projects is not a strategic plan. A good strategy links IT initiatives to business goals and builds the roadmap for getting there. Business stakeholders drive the needs, but they cannot translate how IT initiatives help achieve their objectives. IT needs to provide a concise way for stakeholders to digest how IT initiatives support the goals of the  organization.   

Our IT Strategy Development Framework will help you:
  • Derive the IT strategy and implications based on the business context. 
  • Clearly communicate to business executives how IT will support the organization’s key objectives and initiatives. 
  • Develop a prioritization matrix to help make project decisions in a holistic manner that allows for the selection of the most valuable initiatives to become part of the IT strategic roadmap. 
  • Demonstrate to business executives, stakeholders and the IT organization how the IT strategy was developed.   

IT Governance

IT governance is the number-one predictor of value generated by IT, yet many organizations struggle to organize their governance effectively. In many instances, organizations do not have a governance framework in place that optimally aligns IT with the business objectives and direction. Furthermore, implementing IT governance requires the involvement of key business stakeholders who do not see IT’s value in corporate governance and strategy. Our client-tested methodology supports the enablement of IT-business alignment, decreases decision-making cycle times and increases IT’s transparency and effectiveness in decisions around benefits realization, risks and resources. 

Successful completion of the IT Governance redesign will result in the following outcomes:
  • Aligned IT roadmaps with the business context 
  • Redesigned IT decision and governance framework 
  • Improved stakeholder management 
  • Increased compliance, reduced risks 

IT Strategy

Everything IT does should support the business. A list of projects is not a strategic plan. A good strategy links IT initiatives to business goals and builds the roadmap for getting there.   Business stakeholders drive the needs, but they cannot translate how IT initiatives will help achieve their objectives. IT needs to provide a concise way for stakeholders to digest how IT initiatives are supporting the organization. 

Our IT Strategy Development Framework will help you:
  • Derive the IT strategy and implications based on the business context.
  • Clearly communicate to business executives how IT will support the organization’s key objectives and initiatives.
  • Develop a  prioritization matrix to help make project decisions in a holistic manner that allows for the selection of the most valuable initiatives to become part of the IT strategic roadmap.
  • Demonstrate to business executives, stakeholders,  and the IT organization how the IT strategy was developed.

IT Governance

IT governance is the number-one predictor of value generated by IT, yet many organizations struggle to organize their governance effectively. In many instances, organizations do not have a governance framework in place that optimally aligns IT with the business objectives and direction. Furthermore, implementing IT governance requires the involvement of key business stakeholders who do not see IT’s value in corporate governance and strategy. Our client-tested methodology supports the enablement of IT-business alignment, decreases decision-making cycle times, and increases IT’s transparency and effectiveness in decisions around benefits realization, risks, and resources.

Successful completion of the IT Governance redesign will result in the following outcomes:
  • Align IT with the business context
  • Redesigned IT decision and governance framework
  • Improved stakeholder management
  • Increased compliance, reduced risks

IT EXECUTIVE COACHING & ADVISORY

IT Executive Advisory & Coaching

IT EXECUTIVE ADVISORY &

COACHING

Our unique IT Executive Coaching & Advisory Programs are designed to provide IT leaders with the tools necessary to achieve their vision and goals through constructive and confidential conversations. Experienced coaches provide an objective sounding board and help IT Executives recharge and refocus their personal goals while providing a broader perspective of the current role’s success factors. 

Benefits

Enhanced Executive Presence

Strengthened Communication Skills

Broadened Business Acumen

Goals Defined and Actions Planned

Program
Overview

In this capacity, we engage in a 60-minute virtual meeting every two-three weeks across six months for a total of 12 sessions. At the beginning of the program, the IT Executive has the option to partake in a 360-degree assessment to understand employee feedback on their effectiveness and how they are perceived. We utilize a multi-rater assessment process that provides a snapshot of their character, substance and style for development in executive presence, as observed by their manager, peers, direct reports and others within their firm. We draw upon knowledge and insights gained from that review to elevate individual performance and how they are viewed by their leadership, stakeholders and team.

Program
Overview

Individual Executive Coaching Discussions

These engagements are customized to meet the individual needs of the IT Executive. The specific priorities and target areas for the advisory sessions are determined at the first session with emphasis on discovering ways for the leader to position themselves to thrive in their current roles and future careers. 

On Demand Access to Executive Advisory

Unlimited e-mail access and phone calls returned within 6 hours throughout the life of the contract

Option: BATES EXPI Executive Presence Assessment

Individual assessment measuring the self-perceptions of the leader and the perceptions that others have of their character, substance and style 

Outcomes
  • Enhanced executive presence
  • Goals defined and actions planned
  • Less stress and more time
  • Success factors defined
  • Strengthened executive communication skills
  • Broadened business acumen
  • Successor identified
Your Advisors

Mary Patry
• 40 plus years hands on IT leadership experience
• Executive Coach and Advisor
• ICF Professional Certified Coach
• Former CIO and IT Executive

ITeffectivity, LLC was founded in 2013 with the mission of helping CIOs meet the challenge of leading and delivering business solutions with a focus on effective people and process capabilities. Since then we have coached and advised over 260 leaders as well as conducted over 20 major consulting assignments on behalf of Fortune 100 firms to small non-profits. 

Structure

  • Kick-off: Contract and Agreement Signature
  • Who: Executive and Senior level IT leaders
  • How: Twice monthly 1-Hour virtual private discussion for six months with options for periodic onsite and team meeting participation contracted
  • Where: Zoom video conference – no travel required
  • Investment: Fixed price relationship based on executive needs
  • Registration:  Let’s Talk! Discovery Discussion  30 Minute complimentary coaching discussion designed to explore needs and options

TECHNICAL PEOPLE LEADER

Accelerating Team Leadership 

Accelerating Team Leadership

Nothing is more exciting for individual contributors than receiving their first leadership position. Excellent technical expertise is what propels them into the people leader role, but it can also be their downfall. The promise of our collaborative team leader development programs is in transforming the lone wolf technologist into the leader of the pack. The program can be structured in support of technical team leaders working on collective goals or groups of leaders with common experience and challenges.  

Benefits

Enhanced Leadership Skills

Improve Employee Engagement

Broadened Business Acumen

Own Your Career

Program
Overview

Leadership capability is the foundation of a successful organization. The leadership foundation requires the right people, in the right role, with the right skills and processes to enable the “ways of working” as a team toward common goals. In support of these goals, IT Directors and Managers must move from siloed individuals to functional leaders and coaches thinking of the team over themselves.  Throughout the term of this program, the technical expert is transformed into a people leader versed in speaking the language of their business. 

Accelerating Team Leadership©

An engaging six or twelve-month program that kicks off with a three-hour workshop targeting peer team leaders within the organization (as an option, the program kick-off can be conducted on site as a daylong team building exercise). Twelve 2-Hr virtual workshop discussions are held over a year allowing for a flexible format targeting key leadership skills. 

Bonus: Individual Leadership Coaching

Every participant has access to three or six hours of individual coaching throughout the life of the program.

Targeted Skills Include:
  • Leading People
  • Communicating Effectively
  • Demonstrating / Developing / Enhancing Business Acumen
  • Hiring the Right People
  • Getting Work Done Through Others
  • Making Complex Decisions
  • Managerial Courage
  • Demonstrating Presence
  • Performance Management
Outcomes
  • Team Performance Improvements
  • Enhanced Leadership Skills
  • Increased Employee Engagement
  • Substantive Collaboration Skills
  • Broadened Business Knowledge
  • Career Path Accountability
Your Coach

Mary Patry
• 40 plus years hands on IT leadership experience
• Executive Coach and Advisor
• ICF Professional Certified Coach
• Former CIO and IT Executive

ITeffectivity, LLC was founded in 2013 with the mission of helping CIO’s meet the challenge of leading and delivering business solutions with a focus on effective people and process capabilities. Since then we have advised over 80 leaders as well as conducted over 20 major consulting assignments on behalf of Fortune 100 firms to small non-profits.

Structure

  • Kick-off: Contract and Agreement Signature
  • Who: IT Director and Managers of people
  • How: Highly interactive team or group discussions per program options contracted
  • Where: Zoom video conference – no travel required
  • Investment: Fixed price relationship based on team and group needs
  • Registration: Scheduled a 30-minute complimentary  discovery discussion designed to explore how this program might assist you in meeting your goals.    Let’s Talk! Discovery Discussion