Agenda
 Thursday, October 16th

8:00 am – 9:00 am Breakfast and Registration
9:00 am – 9:20 am Welcome and Introductions
9:20 am – 9:50 am The Evolving Complexity of Outsourcing Governance
Organizations are able to more effectively manage a new or improve an existing outsourcing relationship by recognizing the best practices and key components of Outsourcing Governance that will impact both the internal organization and the external outsourcing relationship. Understand the latest outsourcing governance trends, which areas are employing offshore delivery, in which situations do you see multiple providers, how does an organization move beyond outsourcing governance fundamentals and become more effective and efficient?
9:50 am – 10:30am Outsourcing Governance – Structuring for Success
Whether your outsourcing contract is confined to a single process and provider or spans multiple processes and providers – we’ll highlight the unique challenges regarding each scenario, including; structuring your governance operating model for best results, governing offshore services and providers, and determining the optimum level of investment in outsourcing governance that organizations need to consider after contract signing to ensure effective transition and implementation.
10:30am – 10:45 am Break
10:45 am – Noon Outsourcing Governance – Structuring for Success (cont.)
Noon – 1:00 pm Lunch and Networking
1:00 pm – 2:00 pm Creating Collaborative Relationships
The Governance organization is often challenged with establishing and maintaining collaborative relationships with the service provider for the duration of the outsourcing agreement as well as alignment with long-term outsourcing strategies. With the effective use of relationship management techniques, business relationships can be systematically built and managed to achieve consistent results, and also resolve persistent outsourcing issues.
2:00 pm – 2:15 pm Break
2:15 pm – 2:45 pm Creating Collaborative Relationships (cont.)
2:45 pm – 3:55 pm The Evolution of Outsourcing Management at Bristol-Myers Squibb
How did Bristol-Myers Squibb, a global biopharmaceutical and health products company, develop its roadmap to meet the organizational needs and achieve an optimized sourcing strategy and its outsourcing management program?  Ves Kjenstad, Director, Service Provider Management with Bristol-Myers Squibb (BMS) shares her perspective and lessons learned regarding BMS’s sourcing journey.  Key discussion points will include:

•
•

•

•

•

Drivers for business change and the sourcing strategy
Evolving from a single provider, single service area to a multi-provider, multi-service area environment
Use of a common outsourcing management framework to enable success
Success factors and challenges of global service provider management
Lessons learned and what's next

3:55 pm - 4:00 pm Break
4:00 pm - 4:55 pm Panel Discussion: Operationalizing Governance: Scenarios and Solutions
Organizations that have successfully circumnavigated immediate post contract challenges will usually find another set of considerations calling out for attention soon enough. The need for innovation, proactive continuous improvement, superior reporting, and relationship management lessons learned will guide our group discussion.
4:55 pm - 5:00 pm Summary and Close
7:00 pm Hosted Networking Reception and Dinner


Friday, October 17th

8:00 am –9:00 am Breakfast and Governance WorkPlace Case Study (optional)
9:00 am – 10:30 am Keeping Your Outsourcing Contract Current
The nature of outsourced services leads to detailed contracts with lengthy terms and also lends itself to the inevitability of a contract that cannot keep pace with business evolution and its impact on the benefits, costs and risk allocation agreed by the parties. Identification and management of the current trends and issues ensures optimization of your outsourcing contract throughout the contract term.
10:30 am –10:45 am Break
10:45 am - 11:50 am Second Generation IT Outsourcing: City of Minneapolis Case Study
The City of Minneapolis originally outsourced its information technology infrastructure services in 2003. As time approached for extension of the agreement or re-bidding of the agreement, the City conducted a performance review to assess whether Minneapolis had achieved the goals planned when entering into its infrastructure outsourcing agreement, including: cost reduction, increased services, improved service quality, and the ability to implement new services as the City no longer needed to focus on its infrastructure services. Jay Junker, Director, Enterprise Infrastructure for the City of Minneapolis will discuss key points, including:

•
•
•
•

•

•

What to focus on in a second generation contract?
How to regain Negotiating Leverage that was lost
Making the re-negotiate or re-bid decision
Obstacles to overcome transitioning to the second generation contract
How to best structure outsourcing governance to support the IT organization as a whole
Lessons learned

11:50 am - 12:00 pm Summary and Close


Roundtable Overview

Outsourcing governance is the vehicle through which buyers can ensure the benefit is achieved. As buyers expand their outsourcing efforts in terms of function, scope, scale, number of service providers and global delivery, good outsourcing governance is more important than ever to outsourcing success. While buyers are gaining appreciation for the importance of governance to outsourcing success, many still struggle to deploy the adequate resources needed to support outsourcing governance efforts. Buyers must build a stronger business case to garner the investment required to improve capabilities, but must also enhance the performance of current operations. Focusing on improving the efficiency and effectiveness of administrative outsourcing governance operations is one area where buyers can both save money and free up resources for more strategic governance.

EquaTerra invites you to join your peers for interactive discussion, education and networking as we go deep and examine the critical questions and concepts that organizations should act on to ensure objectives are achieved and to drive maximum value from outsourcing relationships:



Who Should Attend?
The roundtable is ideal for those currently involved in managing existing outsourcing relationships as well as those about to renegotiate an agreement or enter into a long-term outsourcing partnership.

Roundtable Pricing/Registration
$500 per person

Click here to register for EquaTerra’s Governance Roundtable
*Please Note - participation is limited to buy-side organizations only.


Roundtable Venue & Accommodations
Hyatt Harborside
101 Harborside Drive
Boston, MA 02128
* To book a room at the EquaTerra discounted rate for this program ($239.00/night), please contact The Remington Group: 978-458-1500.

Further details or questions: please contact Allison.Norman@EquaTerra.com or call 503-230-9472.


About EquaTerra 
EquaTerra sourcing advisors help clients achieve sustainable value in their IT and business processes. Our advisors average more than 20 years of industry experience and have supported over 2000 transformation and outsourcing projects across more than 60 countries. Supporting clients throughout the Americas, Europe, Middle East, Africa and Asia Pacific, we have deep functional knowledge in Finance and Accounting, HR, IT, Procurement and other critical business processes. EquaTerra helps clients achieve significant cost savings and process improvement with internal transformation, shared services and outsourcing solutions. For more information on EquaTerra, please visit: www.equaterra.com.