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Vendor Summit 2003 Agenda


8:00am – 8:50am

Registration and Continental Breakfast

 

8:50am –9:00am

Welcome & Opening Remarks
Frank J. Casale - Founder & CEO, The Outsourcing Institute
Richard Raysman - Brown Raysman, Millstein Felder & Steiner LLP


9:00am – 9:40am Pay As You Go” IT Services: The Next Big Thing?
William S. McNee, President, Saugatuck Technology

The evolution of services-oriented architectures now makes it feasible to selectively outsource non-mission-critical business systems. Often referred to as either Utility Computing, On Demand, Adaptive Enterprise or “Pay As You Go” IT, we believe that this new model of delivering IT service and business value has the potential to help redefine the IT industry as we know it longer term. The rub is that more hype has been delivered than substance – although there is a groundswell of buyer interest amid the confusion. This presentation will provide an executive-level perspective on the key megatrends shaping the future of “Pay As You Go” IT, as well as highlighting preliminary findings from a research study of CFO, CIO and LOB executive buying intentions being conducted by Saugatuck in partnership with CFO Research Services.

9:45am – 10:15am Buyer’s Perspective: Why I Outsourced, Who I Picked and Why
Guest Speaker

Interested in hearing firsthand from buyers, what are their reasons for outsourcing and how they made their selections? Understanding the buyer’s perception of the outsourcing process and the factors defining the selection process can help you guide your sales and marketing strategy. Learn how to position your company in a competitive market by taking a hard look at the other side of the decision making process.
10:15am – 10:30am Networking Break

10:30am - 11:10am Panel: From Services to Solutions - Making the Transition to Selling Outsourcing Services
Jim Treyz - Senior Advisor to The Outsourcing Institute

Most outsourcing service providers originally come from a traditional product or service background. When his is the case, evolving into outsourcing sales and marketing requires a reengineering of pricing model, sales process, risk tolerance and skill sets. In this panel, several service providers who have successfully made this transition will discuss what worked.

11:10am - 11:55am Selling at the C-Level – How to Get There; What to do There
Brenda Klockenga, Regional Directo - Glomark Corporation
Why do Bill Gates and the Microsoft executive team organize an annual CEO summit? Because selling to C-Level Managers is a function that goes beyond the sales force – it requires a well-structured external and internal campaign, with multiple elements necessary to demonstrate to C-Level executives how your solutions create economic value. This is especially true when selling outsourcing solutions. While it is important to train your sales force on how to call on C-level managers and to equip them with ROI and Business Case tools, it is not enough to succeed.

12:00pm - 1:30pm Networking Luncheon
Jeff Perdue - Carnegie Mellon University

The eSourcing Capability Model (eSCM) is a set of outsourcing best practices developed by an industry consortium at Carnegie Mellon University. The presentation will address 3 questions: What is the eSCM? How is it used? What is the status of industry adoption of the eSCM?

1:30am - 2:15pm Paying for Performance
Larry Janis - Managing Partner, Integrated Search Solutions Group
Survey results of a comprehensive survey conducted by Integrated Search Solutions Group and The Outsourcing Institute on how and what outsourcing sales professionals are earning.

2:15pm - 3:00pm Contract Management for Risk and Reward
Richard Raysman - Partner, Brown Raysman Millstein Felder & Steiner

Contract negotiations are the beginning of the ongoing relationship with the customer. Vendors of outsourcing services face enormous risk every time they enter into an outsourcing agreement. We will explore the issues of pricing, the importance of a clearly defined statement of work, negotiating limitations of liability and termination for convenience, and key provisions that help secure a positive relationship.

3:00pm - 3:15pm Networking Break

3:15pm - 4:00pm Panel: How a Financial Partner Can Help You Expand your Outsourcing Business
Tom Shattan - Co-Founder & Managing Director, The Shattan Group

Growing your business is not just about sales. Getting a good financial partner to invest in your company and provide you capital for growth, potential acquisitions and/or even some personal liquidity.... without giving up control.... can be a big boost to your business. A panel of experts from The Shattan Group, Specialists in Private Equity Financings, as well as some Private Equity Fund investors will share with you how to think about such a capital infusion, where to find the money, who makes the best "partner", what are the market terms for such transactions, what is the process of getting the capital.

4:00pm - 4:30pm Outsourcing Demand forecast 2004: The Good, The Bad and The Ugly
Frank J. Casale - Founder & CEO, The Outsourcing Institute

2003 was a challenge for most in the outsourcing business. Will 2004 be any different? Any better? Learn what outsourcing buyers are planning to outsource in 2004, and how they will determine which vendors to select.

   
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