1. Info-Tech Research Group1 1 Info-Tech Research Group, Inc. is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2015 Info-Tech Research Group Inc. V4 Define an IT Strategy and Roadmap Develop a data-driven, fit-for-purpose plan with a strong link to execution. Info-Tech's products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns.© 1997 - 2015 Info-Tech Research Group

2. Info-Tech Research Group2 2 Develop a data-driven, fit-for-purpose IT strategy with a strong link to execution. Alex Zverintsev Director, CIO Advisory Info-Tech Research Group The business needs IT support to achieve its goals. Are you ready to deliver? ANALYST PERSPECTIVE

3. Info-Tech Research Group3 3 This Research is Designed For:This Research Will Help You: This Research Will Assist: Audience for This BlueprintBlueprint Benefits Blueprint Outcomes CIOs or IT leaders who want to develop an IT strategic plan. IT departments that want a time- and resource-efficient process to carry out IT strategic planning. CIOs or IT leaders who want to ensure the business value of IT and align IT initiatives with overall organizational strategies. Identify the critical steps and key players required to build your strategy. Save time, money, and hassle by using a best- practice methodology that walks you step by step through strategic planning. Improve business-IT relationships by working together to create an IT strategy that will help ensure organizational goals are met. A fit-to-purpose IT strategy that aligns the IT department with the business. A tool to drive internal IT alignment through a common vision and a shared sense of purpose. A holistic analysis of the current state of the business and IT, and IT initiatives designed to optimize business performance and enhance IT maturity. Engage Info-Tech to assist with your strategic planning

4. Info-Tech Research Group4 4 Resolution Situation Complication Info-Tech Insight Executive summary According to Info-Tech research, 47% of business leaders feel that business goals are unsupported by IT. If IT fails to support the projects or programs that benefit the organization, then IT is perceived as a strict cost center that delivers very little real value. Highly effective IT strategies will realign IT with the business, however, a staggering 92% of IT departments surveyed claimed their IT strategies were less than adequate. Many IT strategies are “too technical” both in wording and content; technical jargon is difficult for the business to understand and there is very little emphasis on people or processes. Articulating a clear IT strategy that aligns IT with business objectives is the most important activity a CIO can do for the IT department and organization. The strategic planning exercise requires that the CIO review the business environment, assess the current state of IT, define a target state that is aligned with the organizational priorities, and focus efforts on IT initiatives that bring tangible benefits to the business. The key is to work with the business when developing your IT strategic plan. A solid understanding of business needs, combined with a mutual understanding of drivers and constraints will help you create a very effective strategy. Creating and executing a successful IT strategy will help thrust IT into a leadership role, especially if the organization has not yet formulated a formal strategy of its own. 1.Make informed decisions based on data, not just intuition and assumptions. 2.Right-size your IT strategy to address the mandate. 3.Establish a strong commitment to execution.

5. Info-Tech Research Group5 5 32% Feel that IT is investing in areas that don't support the business. 64% Think that IT must better understand business goals. 47% Believe that business goals are going unsupported by IT. Source: Info-Tech Benchmarking and Diagnostic Programs Too often, CIOs focus on operational efficiency and “keeping the lights on.” However, C-level executives need IT to focus on aligning technology with the business. As a CIO, you must view yourself as a business leader who works in IT

6. Info-Tech Research Group6 6 CIOs must earn their seat at the table; right now they are not doing a good enough job Source: Info-Tech Benchmarking and Diagnostic Programs More than 70% of business stakeholders rated their CIO as a 5 or lower. The most shocking finding was that only 27% of business stakeholders were very satisfied with their CIO’s performance as a business partner.

7. Info-Tech Research Group7 7 CIOs and their IT departments are failing to meet business stakeholder needs Source: Info-Tech CIO Business Vision Diagnostic; N=2,369 According to Info-Tech’s Business Vision survey: Only 53.8% of business leaders are satisfied with IT core services. Less than 40% are satisfied with IT’s ability to deliver solutions that satisfy business capability needs. Some of these findings can be attributed to the CIO’s inability to: Effectively manage stakeholder relationships. Understand the capability needs of business partners. Enable innovation to help business stakeholders capitalize on technology opportunities.

8. Info-Tech Research Group8 8 There is a significant link between business satisfaction with IT and IT strategy effectiveness Source: Info-Tech Benchmarking and Diagnostic Programs *Note: Effective organizations were classified as those with an IT strategy effectiveness score greater than or equal to 7. Highly satisfied organizations were classified as those with an overall IT satisfaction score greater than or equal to 8. According to Info-Tech research, business stakeholders are 3.5 times more likely to be highly satisfied with IT if there is an effective IT strategy in place.

9. Info-Tech Research Group9 9 An effective IT strategy will help your organization realize tangible benefits (1 of 2) 1. Business-IT alignment. A successful IT strategy ensures business-IT alignment on the strategic scale. IT is working on the right things that matter to the business. IT avoids wasting budget on things that do not matter to the business. 2. Informed strategic IT investment decisions. A successful IT strategy provides a clear picture of how each proposed investment supports enterprise objectives by addressing identified gaps between the current state and target state of IT. This helps avoid sporadic investments influenced by the loudest voice. Business objectives IT’s focus IT is focusing on things that do not matter to the business IT is not supporting business objectives IT is supporting business objectives Business objectives IT’s focus IT’s focus is fully aligned with business objectives Value = Avoided spend on misaligned IT initiatives + Value realized from IT supporting previously unsupported business objectives

10. Info-Tech Research Group10Info-Tech Research Group10 Reap the benefits of a successful IT strategy (2 of 2) 3. Timely developed capabilities. A successful IT strategy ensures IT has the required effectiveness and efficiency of people, processes, and technology at the right time to achieve business objectives. The comprehensive assessment of the entire IT organization uncovers gaps, interdependencies, opportunities, and risks that are hard to identify with a narrower tactical focus. Value = Increased joint business-IT efficiency X Spend on IT-enabled initiatives + Value realized from increased joint business-IT effectiveness Value = Realized value enabled by IT having built the capabilities to support strategic business objectives in a timely manner Value = Increased IT efficiency due to elimination and avoidance of redundant roles, processes, and technology components XAddressable IT spend Note, this model doesn’t encompass the value realized from strategic IT initiatives that are identified by the IT strategy and may target specific efficiency, effectiveness, and/or labor arbitrage benefits, other than the elimination and avoidance of redundant roles, processes, and technology components (number five in the list above). 4.Improved IT credibility. A successful IT strategy increases the business' understanding of what IT can do, currently does, and will do to support the achievement of business objectives. As a result, it improves the business' satisfaction with IT, improves IT’s credibility, and enables IT to become a strategic partner with the business. 5.Elimination and avoidance of redundancy. A successful IT strategy looks at IT holistically (i.e. across possibly siloed roles, processes, and technology components) and uncovers and makes plans to eliminate and avoid unnecessary redundancy through centralized, shared IT capabilities, consolidated applications, and infrastructure.

11. Info-Tech Research Group11Info-Tech Research Group11 42% Some improvement necessary. 34% Significant improvement necessary. 25% IT strategy is clearly defined, published, and aligned with business goals. Currently, over 75% of C-level business executives want to see an improved IT strategy Source: Info-Tech Benchmarking and Diagnostic Programs

12. Info-Tech Research Group12 Info-Tech Research Group Helps IT Professionals To: Sign up for free trial membership to get practical solutions for your IT challenges www.infotech.com Quickly get up to speed with new technologies Make the right technology purchasing decisions – fast Deliver critical IT projects, on time and within budget Manage business expectations Justify IT spending and prove the value of IT Train IT staff and effectively manage an IT department “Info-Tech helps me to be proactive instead of reactive – a cardinal rule in a stable and leading edge IT environment. - ARCS Commercial Mortgage Co., LP Toll Free: 1-888-670-8889