Member Spotlights

March 2026 Member Spotlight: 

Brian Toba, Director of Finance IT, Allstate

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What factors influenced you to become a member of the TBM Council?

I began my TBM journey in 2013 while transitioning from nearly 20 years of leading application development teams back into an IT finance role. That shift gave me a unique perspective—deep technical context paired with financial accountability—but at the time, there was no established community or standard operating model for people doing this work.
 
The TBM Council provided that missing forum to collaborate with peers facing similar challenges: building credibility with engineering leaders, establishing consistent cost models, defining roles and operating rhythms, and elevating TBM from a one-time transparency exercise into a sustainable management discipline. Prior to the Council, IT finance practitioners were largely isolated, solving these problems independently. The TBM Council offered shared standards, practical guidance, and a community focused on advancing the discipline collectively rather than reinventing it company by company.

How have you personally benefited from TBM Council membership and TBM Connect so far?

The TBM Council has been an invaluable source of both practical insight and professional connection. It gave me direct exposure to how other organizations were implementing TBM—what worked, what didn't, and how programs evolved over time. Through TBM ​conferences, local networking events, webinars, and practitioner forums, I've benchmarked my approach against peers and stayed current as TBM expanded into areas like cloud, product alignment, and FinOps.
 
Equally important have been the relationships built through the Council. I've developed a trusted network of practitioners in similar roles, many of whom I've stayed connected with throughout my career. Those relationships have served as sounding boards for strategy, tooling decisions, organizational design, and change management. They've provided real-world insight you can't get from documentation alone.

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM Council membership has had a lasting impact by shaping both how I lead and how the organizations I support use TBM to drive outcomes. The frameworks, shared experiences, and evolving standards reinforced TBM as a long-term operating discipline—not just a reporting function—focused on investment decision-making, accountability, and value realization.
 
From a career perspective, TBM provided a common language that allowed me to effectively bridge finance, engineering, and executive leadership. I feel very fortunate that early in the TBM portion of my career, I got to be a contributor to the landmark book, Technology Business Management: The Four Value Conversations CIOs Must Have With Their Businesses. That experience, combined with the credibility built through the Council, enabled me to take on broader leadership roles, influence operating models, and support large-scale transformation efforts across infrastructure, applications, and cloud.

February 2026 Member Spotlight: 

Judith West, IT Specialist, United States Department of the Treasury, Bureau of Fiscal Service

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What factors influenced you to become a member of the TBM Council?

 I was first introduced to the TBM Council at its 2018 Annual Meeting, when my organization was just beginning its TBM journey. The sessions I attended and the connections I made quickly became invaluable, helping me expand my network and deepen my understanding of the TBM framework and taxonomy. As that journey continued, I learned how to use the transparency the framework provides to justify resources, shape demand, and inform technology decisions. I went on to become a certified TBM Executive and a TBM Council member.
 
 As a TBM Council member, I was initially drawn to the robust knowledge base and the TBM Connect Q&As. Now, I’m especially looking forward to the opportunities to collaborate through Strategy Communities and Special Interest Groups – and to give back by sharing lessons learned, supporting peers earlier in their TBM journeys, and contributing to a community that has shaped my own growth.

How have you personally benefited from TBM Council membership and TBM Connect so far?

TBM is the mechanism that makes federal IT spending transparent, comparable, and defensible, fulfilling congressional expectations established through statutes such as FITARA, the MEGABYTE Act, the MGT Act, the Evidence Act, and Clinger–Cohen, and operationalized through OMB Circular A-11’s requirement to use TBM for IT budget formulation and reporting. The TBM Council’s diverse community of practitioners and shared resources give me the support and perspective I need to translate federal mandates into practical, mission-aligned execution that improves accountability, efficiency, and mission delivery across the enterprise. And in an environment where resources are increasingly constrained, the TBM Council continues to be a trusted partner and an important part of our ongoing maturation journey.

What lasting impact has TBM Council membership had on your career growth and organizational success?

My early experience at the TBM Council’s Annual Conference sparked a deeper level of engagement through Federal Communities of Practice working groups, where I helped pioneer guidance on cost pool and IT Tower mapping, and later, business solutions in the public sector space. As a TBM Council member, access to its research and standards was instrumental in sharpening my abilities and strengthening my confidence in my role as an advisor. Going forward, getting involved in collaborations will be a way to give back to the community, while continuing to learn from peers and contribute to the evolution of TBM in the public sector.

January 2026 Member Spotlight: 

Dominik Holasek, Director of IT Business Operations, HPE

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What factors influenced you to become a member of the TBM Council?

Joining the TBM Council was an obvious choice for me. When I first took on the TBM project and its implementation within my company, I sought to connect with a community facing similar challenges. I also wanted to stay updated on the latest developments in the taxonomy and the TBM framework, which the TBM Council membership facilitated. After completing the primary scope of my TBM project, I volunteered to join the TBM Council’s Adoption Committee to share my experiences and assist others who are starting and growing TBM in their organizations.

How have you personally benefited from TBM Council membership and TBM Connect so far?

Membership has provided me with numerous benefits. The mentorship program was invaluable in helping me navigate the complexities of TBM implementation. Additionally, the various threads on TBM Connect were instrumental in addressing specific challenges. The webinars hosted by the TBM Council also significantly enhanced my understanding of TBM and its processes.

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM has significantly streamlined our organization's ability to plan and comprehend our cost structures. On a personal level, TBM has introduced me to many inspiring professionals, enhanced my financial modeling skills, and provided exposure to valuable cross-company and cross-industry financial and technology discussions.

December 2025 Member Spotlight: 

Lisa Stalter, MBA, Sr. Strategic Advisor, Finance/TBM

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What factors influenced you to become a member of the TBM Council?

I became a member of the TBM Council because I was committed to advancing my organization’s IT Financial Management discipline and strengthening our shared-services operating model. The Council offered a valuable forum to learn from peers who were tackling similar challenges and maturing their TBM practices.
I continue to be drawn to the TBM Council because of its community of respected thought leaders—individuals who are relentless in their pursuit to elevate, innovate, and expand the impact of TBM across organizations. Over the years, I’ve also built strong professional relationships and genuine friendships within the community. These connections keep me grounded, supported, and continuously inspired, and they’ve become a trusted network of colleagues I deeply respect.

How have you personally benefited from TBM Council membership and TBM Connect so far?

Since joining the TBM Council in 2013, I’ve had the opportunity to help shape the early thought leadership that defined the discipline. What began as an interest in improving cost transparency quickly evolved into a strategic journey—one fueled by access to innovative peers, proven frameworks, and industry best practices. Through the Council, I’ve been able to apply those insights to drive stronger business alignment and measurable value within my organization. TBM Connect has extended that impact—serving as a powerful platform for collaboration, idea exchange, and practical resources that continue to accelerate our TBM maturity and outcomes.

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM Council membership has had a profound and lasting impact on both my career and organizational success. The access to thought leadership and a network of peers has elevated my strategic influence with C-level executives and strengthened my ability to drive meaningful business outcomes. Over the years, I’ve advanced through progressively senior roles in Technology Finance, leading high-performing teams that partner strategically across the enterprise.
Through the TBM community, I’ve built a strong professional network that has enabled me to serve as a TBM Ambassador, Mentor, and Strategy Community Leader—roles that have deepened my expertise and broadened my perspective. Today, as a TBM Strategic Advisor, I’m focused on helping organizations establish and mature their TBM practices, optimize IT performance, and enable digital growth that drives profitability and business value.

October 2025 Member Spotlight: 

Lauren Bateman, MBA, TBM Finance Expert, FedEx

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What factors influenced you to become a member of the TBM Council?

When I was first introduced to TBM, I joined the TBM Council. I wanted to deepen my understanding of the discipline and to learn how to translate cost transparency into meaningful business value. I was looking to learn from those who were already shaping the conversation around TBM, and to connect with a community committed to improving how technology decisions are made across organizations.

How have you personally benefited from TBM Council membership and TBM Connect so far?

The TBM Council has connected me to a network of professionals who learn generously, think critically, and lead with collaboration. TBM people are my people—analytical, curious, innovative thinkers who are always willing to share knowledge, perspective, and lessons learned, regardless of role or title. Through TBM Connect, I’ve engaged in discussions that sharpened my strategic thinking, expanded my perspective on cost modeling and value measurement, and reinforced the power of community in driving transformation.

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM Council membership has opened doors that have shaped both my career and the value I deliver within my organization. The relationships I’ve built have been pivotal to my growth, particularly with mentors who continue to guide and challenge me. Through the Council, I’ve had the opportunity to contribute to thought leadership, share best practices, and participate in conversations that influence how organizations approach financial transparency and accountability. TBM has not only strengthened my professional voice, but it has also accelerated my ability to drive aligned, data-informed decisions across the enterprise.

September 2025 Member Spotlight: 

Hee Sung Kang, Sr BSA, County of Santa Clara

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What factors influenced you to become a member of the TBM Council?

I joined the TBM Council several years ago when our organization began its journey to gain deeper insights into our technology spending. TBM provided the standards and industry best practices that guided us in implementing our ITFM tool. Being part of the TBM community keeps me informed about evolving processes and innovative approaches to capturing and analyzing financial and operational data.

How have you personally benefited from TBM Council membership and TBM Connect so far?

The TBM Council has connected me with a diverse group of professionals who have broadened my perspective on IT spend—beyond just financial management to strategic decision-making. Engaging in discussions on TBM Connect has introduced me to fresh ideas and best practices on topics like cloud computing and AI, helping me navigate complex challenges more effectively.

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM has played a pivotal role in my career transition from a finance-focused role to one centered on technology and analytics. It has provided a structured framework for understanding and communicating IT spend, making financial data more accessible and actionable for stakeholders. As TBM evolves with emerging technologies, it continues to support both my professional growth and our organization's financial transparency and efficiency.

August 2025 Member Spotlight: 

Ana Schulz, CPIC Investment Analyst, Department of Veterans Affairs, OIT - Contractor

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What factors influenced you to become a member of the TBM Council?

For the Veteran’s Administration Office of Information Technology (VA OIT), TBM is not just a critical part of our business execution, per OMB Circular A-11 Section 55, it is a Congressional requirement, making TBM one of the pillars of our financial reporting structure. In our role as an CPIC Investment Analysts, it is critical that we have a solid and up to date understanding of the full potential and intent of TBM to provide accurate and meaningful cost transparency and reporting.
 
Becoming a member of the TMB Council provides a seat at the table to the latest evolutions of the Taxonomy and model. The council provides an open network with great breadth and width to various organizations in different stages of their TMB evolution as well as specific communities like the Government Strategy space. Having holistic exposure is key to a solid understanding of the benefit the model and the practical benefits it has provided to industries and individual organizations. The expanse of users also provides soil for creative innovation by harnessing the lessons and ideas of the entire community.   

How have you personally benefited from TBM Council membership and TBM Connect so far?

VA OIT has recently undertaken a substantial step in TBM maturation in recategorizing data elements to provide more meaningful and transparent taxonomy reporting from the cost pool through to the solutions layer. Having the knowledge learned from taking all the TBM on demand courses as well as the Executive Course and Certification has been invaluable to supporting this next step in the agencies TBM growth. The Council’s focus to create a forum to ask questions and locate education material is unique and has provided me with the opportunity to search and take on demand courses and listen to previous forums at my own pace and interest. The library of material available is generous, well categorized, and beneficial. It has provided me background on the basics of TMB as well as let me self-educate on areas that are currently beyond my scope but are key to a full understanding of the current IT environment.

What lasting impact has TBM Council membership had on your career growth and organizational success?

I am relatively new to the TBM Council however the growth of the community and the Council’s commitment to keep TBM relevant and evolving with Technology trends like IA and Cyber are very valuable to keeping my skills and knowledge in pace with trends. Membership to the Council and the access it provides to people, documents and trending and emerging conversations is an additional and reliable resource that I value and am grateful to have access. I strive to keep engaged and support VA OIT in the maturation of our TBM model. Adding value is always the key to career success; if an individual can contribute to strengthening the foundation of an organization, that is the hallmark an individual’s success and growth.

July 2025 Member Spotlight: 

Gavin Hupp, VP IT, United Parks & Resorts

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What factors influenced you to become a member of the TBM Council?

When I learned about the TBM Council, I became instantly interested in joining! The TBM Council is a global community founded on transparency of costs, consumption, and technology performance – helping technology and finance leaders with the skills and resources needed to translate IT investments into business value. These are highly important areas in any organization! Also, the depth and breadth of expertise is abundant in the TBM Council. Knowing that TBM Council consists of more than 18,000 executives and practitioners, and has thousands of available resources including research, standards, best practices, and education was another key driver toward my decision to join. Every organization working to advance their technology business management must look into the TBM Council.

How have you personally benefited from TBM Council membership and TBM Connect so far?

Through the TBM Council, I have gained knowledge on best practices, frameworks, taxonomies and more – that I will continue to leverage in my current role and carry forward in my career, wherever it may go. Mastering the ‘business of technology’ via strategic planning and ideation, demand and capacity management, financial planning, delivery management, and value management – will never go out of style or become obsolete, no matter the company or industry.

What lasting impact has TBM Council membership had on your career growth and organizational success?

I am a member of several communities in TBM Council, including the ‘CFO of IT Strategy’, ‘Executive Members’, and “Business Relationship Management’ communities.  The engagement in these communities, along with the available content, has provided many of the resources I’ve needed to improve IT cost transparency, promote collaboration, and align across the enterprise – ultimately leading to improvements in FinOps, leading to improvements in cost management, and achieving business objectives, and providing a lasting foundation for Technology Business Management going forward.

June 2025 Member Spotlight: 

Lincoln Rozelle, Strategic Finance Lead, NatWest Group

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What factors influenced you to become a member of the TBM Council?

I saw the opportunity to contribute and widen my network. I also wanted to learn from other TBM professionals about their organization & approaches. At NatWest both our technology business management teams and our technology finance teams work very closely. TBM offers a common language that supports that collaboration – and so being the Finance lead for technology I was keen to engage. As a major UK bank we have a significantly complex service costing & allocations approach, which helps us meet our legal obligations and drives greater insight into our total cost of ownership. We’re always looking at ways to make things simpler & better, sometimes having to balance those two ambitions.  Alongside that, it has made a real difference to our cost planning (budgeting & forecasting) and I’m pursuing more insight and opportunities to improve that area for my organization.

How have you personally benefited from TBM Council membership and TBM Connect so far?

As we drive our TBM model further in the organisation it’s great to hear about how other people driving adoption & maturity. Being part of a Strategy Community has also been really useful as it has given the opportunity to feed in real world experience to the design of principles and taxonomies. Discussing the models and the resultant approaches & challenges of implementation has helped clarify them for me – it’s helpful to move from the conceptual to “what does this actually mean for my organisation”. Even though I’ve just got involved with the Maturity Community, I’ve enjoyed meeting others and learning about their TBM approach. It’s also been a great way to get some early sight of some of the things the Council are working to deliver.

What lasting impact has TBM Council membership had on your career growth and organizational success?

As someone who has only recently joined it is the future impact I look forward to. Having access to resources and, more importantly, the community is something I look forward to taking advantage of for the benefit of both my organisation & hopefully my career!

May 2025 Member Spotlight: 

Clerin Fernandez, Executive Director, Nomura Holding Americas, Inc.

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What factors influenced you to become a member of the TBM Council?

I began my TBM journey in 2011 and joined the council in 2014. The primary motivation was to engage with industry thought leaders and learn from their experiences in navigating similar challenges. As this was an emerging discipline at the time, the council provided a unique platform for meaningful dialogue directly related to my professional focus. Over the years, my involvement has evolved across various communities, allowing me to contribute to key strategic decisions within the organization. The council's strengths - its robust community size, high engagement levels, and rapid feedback mechanisms - have not only retained my membership but inspired me to take on a leadership role as the Co-Chair of the Banking Strategy Community.

How have you personally benefited from TBM Council membership and TBM Connect so far?

The most significant benefit has been the opportunity to network with like-minded professionals across industries and engage in substantive discussions about the Business of IT challenges. Given the rapid pace of technological advancement, maintaining ongoing dialogue and witnessing the evolution of these conversations has been invaluable. Organizations often find themselves at varying stages of TBM maturity, and leveraging the community's collective experience has enabled me to balance fundamental principles while advancing more sophisticated use cases. This dynamic environment has been instrumental in both maintaining core focus and driving innovation.

What lasting impact has TBM Council membership had on your career growth and organizational success?

My career as a Technology Business Manager has undergone significant evolution over the past fifteen years, transitioning from delivering shared services across tech functions to overseeing regional Tech Business Management and ultimately supporting a global business unit. Throughout this progression, my role as TBM Lead has been instrumental in shaping my professional development. We've achieved substantial progress in our TBM maturity and FinOps initiatives, notably improving our approach to investment discussions and ROI measurement. In an era where organizational evolution is constant, the fundamental principles of TBM remain crucial. My membership in the TBM Council has facilitated numerous high-impact value conversations that stand as career milestones, demonstrating the enduring benefits of this professional association.

April 2025 Member Spotlight: 

Stephanie Geltrude, Sr Technical Business Manager, Aflac

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What factors influenced you to become a member of the TBM Council?

I became a TBM Council member to connect with the community of practice. When I started out as a TBM practitioner I was working alone in a siloed area of a large organization to design and deliver a TBM program. Joining the council provided me the opportunity to connect with other practitioners, learn best practices, and gain awareness to training and networking opportunities.

How have you personally benefited from TBM Council membership and TBM Connect so far?

“Participating in the TBM Council and TBM Connect has made me a better TBM practitioner.

The community is full of incredibly intelligent and passionate TBM practitioners. Over the years I’ve had the opportunity to seek out feedback on approaches to tooling, creating integrated business processes, and operationalizing TBM as a business service from people that are my peers in practice having similar experiences within different organizations.”

What lasting impact has TBM Council membership had on your career growth and organizational success?

Through TBM Council membership and participation in TBM Connect, I’ve had the opportunity to meet and learn from many other TBM practitioners from a variety of professional backgrounds and industries. Exposure to the diversity of ideas and approaches has been instrumental in my development as a TBM practitioner.

March 2025 Member Spotlight: 

Matt Grzybowski, Technical Program Manager, University of Wisconsin Hospital and Clinics

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What factors influenced you to become a member of the TBM Council?

I became a member of TBM in 2023 partly because our organization was on a journey to provide visibility into technology spending and better show business value. Our organization had started associating our IT spending with TBM cost pools and towers. In the meantime, I had been charged with developing a service ownership program designed to define both ownership and the services we provide as an internal IT service provider. Using TBM, I was able to provide additional guidance on recommended service structures that could be used to organize the services in a way that would align to bring visibility to our financial spending and position us to better articulate business value.

How have you personally benefited from TBM Council membership and TBM Connect so far?

Connecting with a diverse group of peers from other businesses and locations around the world has been incredible. It has been wonderful getting to ask questions on the TBM forums, which has been a huge help to me as we work through how we are thinking through the framework. I appreciate how open members are to share their TBM journeys and are willing to offer their perspectives on what has worked for them. Their insights have helped to ground our approach and have influenced our direction. I am very grateful for the connections I have made so far!

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM has provided me with a structure that we can use to organize our services, aligning them with our finances, and ultimately providing better visibility on how we show value to the business. I have had the chance to work with leaders from every level of our organization to help them understand this journey and tie it back to why it is important. I have been in other IT organizations that defined their services and had only started to approach working towards the cost of service. TBM provides a framework for how to accomplish this, and I am excited to be part of an organization that will be able to achieve this as a means to providing cost transparency and achieving business objectives

January 2025 Member Spotlight: 

Antonio Mitchell, Deputy ACIO, IT Strategy & Policy, Office of Personnel Management

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What factors influenced you to become a member of the TBM Council?

I am a big believer in collaboration and community, and the opportunities for collaboration within the TBM community encouraged me to become a member of the TBM Council. Whether you work in the public or private sector, no matter your mission, TBM provides that common language that enables all to share valuable dos and don'ts, celebrate victories, address challenges we’re facing, and discuss the lessons we have learned along this journey. Being a member of the TBM Council allows me to drive transformational change and influence in the IT world, a world that is constantly changing today and has so much promise for a better tomorrow.

How has TBM contributed to shaping your investments and initiatives for emerging technologies like AI?

TBM is helping OPM, government, and industry partners drive valuable conversations around emerging technologies from both technical and organizational change management (OCM) perspectives. Technology is rapidly changing, and AI is at the forefront of every CIO's strategic vision. However, as we embrace tomorrow's emerging technologies, we should always consider the impact these new capabilities will have on our workforce and culture – the people side of change. TBM brings all the key players from the business and technology realms together to form strategies regarding the use of emerging technology, along with change management objectives that ensure the organization's workforce and culture are motivated, educated, and ready to embrace the changes to come.

How has Council membership been valuable to you, your career, and your organization?

TBM council membership has allowed me to influence the future of TBM within the federal government. As co-chair of the Government Strategy Committee, I have worked with federal and state government partners to advance TBM, which has been highlighted by recent updates to the State and Federal TBM Taxonomy Extension and mapping the TBM Taxonomy to the NIST Framework. I look forward to further influencing dynamic change within the government for TBM.

December 2024 Member Spotlight: 

Stephanie Roe, Enterprise TBMA - State of Washington

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What factors influenced you to become a member of the TBM Council?

I became an active member of the TBM council five years ago when I took on my current role of running the State of Washington’s TBM program. Washington is a known TBM leader in the public sector, and I firmly believe the core values of TBM – transparency, accountability, and understanding value – are critical to successfully manage IT investments at every level of government. I actively contribute to the Standards Committee and the Government Strategy Community, advocating for public sector use cases and ensuring TBM principles remain relevant and impactful for government organizations.  

How has TBM contributed to shaping your investments and initiatives for emerging technologies like AI?

Like many states, Washington state is beginning its AI journey. Our focus has been on Generative AI and assessing the feasibility, benefits, and challenges of integrating it into agency operations and services. As our state agencies dive into this new frontier, agency leaders and authorizing environments will soon be asking “what is it costing us?” and “what is the Return on Investment or value we’re receiving?” Our statewide TBM program is proactively positioning itself to provide agencies with the tools and insights needed to answer these critical questions.

How has Council membership been valuable to you, your career, and your organization?

I love the TBM Council community because, while we all share the same goal, each of us has a unique journey. The community fosters connections among professionals across industries, enabling us to exchange ideas, use cases, pitfalls, and best practices. Through collaboration, we avoid reinventing the wheel and create opportunities for innovation.
This community continually inspires me by showcasing the art of the possible. TBM is such a vast discipline that it can feel overwhelming to navigate all the opportunities it presents. The key is to craft your own "secret sauce" by selecting the tools and approaches that best fit your organization. I've borrowed countless great ideas and processes from others, and I’d like to think I’ve shared just as many.
In the end, I’m confident that together, we’re making more progress than we ever could alone.

October 2024 Member Spotlight: 

Savio Dmello, Manager - Information Technology & Finance Applications, NVIDIA

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What factors influenced you to become a member of the TBM Council?

The TBM Council offers a unique platform for collaboration with a distinguished and diverse group of technology and business leaders across various industries. Additionally, the Council provides access to valuable resources such as mentorship programs, industry insights, emerging trends, certifications, and best practices. The opportunity to engage with peers who are leading IT transformation and innovation was compelling. A key factor that influenced me was the Council's commitment to building a common framework that simplifies the alignment of IT investments with business objectives, driving meaningful impact across both technology and business landscapes. 

How has TBM contributed to shaping your investments and initiatives for emerging technologies like AI?

The rise of Artificial Intelligence is rapidly transforming both Information Technology and business. Every business idea and process is now viewed through the lens of AI. However, AI-related costs are often significant, making it crucial to manage them effectively. The TBM framework plays a crucial role in assessing the TCO of AI initiatives and forecasting their long-term value. TBM ensures that AI investments meaningfully contribute to both business outcomes and strategic objectives. Additionally, the TBM taxonomy helps map AI costs to different business units, providing clarity and accountability in resource allocation. It also assists leaders in benchmarking AI technology stacks, delivery, and development, ensuring continuous improvement of AI-driven initiatives.

How has Council membership been valuable to you, your career, and your organization?

Membership in the TBM Council has greatly enhanced my ability to collaborate with business stakeholders. As an IT leader, I now approach projects with a stronger financial and business perspective. The TBM Council has provided valuable resources and best practice documents, helping to eliminate redundant project assessments and facilitate informed decision-making. Additionally, access to mentorship has significantly contributed to my professional growth. This involvement has allowed me to share my knowledge and promote continuous improvement within my organization.

August 2024 Member Spotlight: 

James Hudson, Director, Program Management, McGraw-Hill Education

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What factors influenced you to become a member of the TBM Council?

I have been using TBM in my role for a few years now. Having access to the council resources allows me to stay up to date on how the TBM thinking is evolving. The council also provides numerous resources that I have used as a source of truth. These have proven very powerful when working with stakeholders to adopt a new process. 

How does your organization use TBM to enhance the optimization daily cloud spend, while also streamlining operational processes for better efficiency?

I think this is well covered How Apptio Targetprocess Helped McGraw Hill’s Digital Platform Group Become More Agile - Apptio 

How has Council membership been valuable to you, your career, and your organization?

I have completely changed my career trajectory by focusing on TBM. I have shifted from being a project manager to supporting a broad swath of the organization in making wise use of capital by drive

July 2024 Member Spotlight: 

Neelam Saini, Sr. IT Manager, IT Finance, County of Santa Clara

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What factors influenced you to becoming a TBM Council member?

My journey with the TBM Council began a little over two years ago when I stepped into the work of IT Finance and Apptio. I was eager learn as much as I could about the ATUM framework, industry best practices and challenges, and successes of other organizations.

The greatest value of the TBM Council lies in its community and the willingness of peers to share their learnings and insights. The TBM Council’s resources including training, certifications and workgroups that provide learning and networking opportunities for specific interest areas, have been invaluable in my own professional growth and helped drive better outcomes for my organization.

How has the TBM Council becoming an open ecosystem affected your organization, how has your organization used the TBM tools and system to maximize the value of its investments?

While we are still early on our maturity journey in using TBM to optimize and manage cloud investments, we have made good progress. By leveraging available reports and dashboards, we can generate billing information, monitor usage patterns and make informed decisions around right-sizing, purchasing savings plans and migrating our customers to newer products from expense on-prem solutions. Our future plans include streamlining processes for usage and cost forecasting, improve tagging, automated monitoring to improve efficiency and reducing underutilized resources.

How has Council membership been valuable to you, your career, and your organization?

Being a member of the TBM Council has been invaluable in my professional journey and has benefited both me and my organization.  I seek opportunities to learn from attending council events and webinars. Currently, I am part of the CFO of IT Strategy Community cohort, and it has been a great avenue for developing a depth of knowledge both technical and about the role of the frameworks and best practices play in improving the dialog and partnerships across IT, Business and Finance to inform technology investments that provide value to the organization.

June 2024 Member Spotlight: 

Kevin Wehde, Leader Cloud and Data Center, American Airlines

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What factors influenced you to becoming a TBM Council member?

As a leader in technology, being a member of the TBM Council has been instrumental in several ways:

Sharing Best Practices and Ideas: The council provides a platform to exchange best practices and innovative ideas with peers, enhancing collective knowledge and fostering a collaborative environment. Learning from Diverse Industries: Membership offers insights into how various industries address technology and business management, allowing for cross-industry learning and adaptation of successful strategies. Networking Opportunities: It opens up avenues to network with other professionals and leaders, facilitating the exchange of experiences and building valuable professional relationships.

Personal and Professional Growth: A key personal goal was to enhance IT and Finance skills. The council supports this growth through continuous learning and engagement with a community of like-minded professionals. Giving Back to the Community: Being part of the council also allows for contributing to the community, sharing expertise, and helping others on their learning journey.

I would encourage others to join the TBM Council and take advantage of these opportunities, which will enhance their skills and knowledge.

How has the TBM Council becoming an open ecosystem affected your organization, how has your organization used the TBM tools and system to maximize the value of its investments?

Adoption of TBM Tools and Processes: We have integrated various TBM tools and processes, which have been crucial in transforming our IT culture. Cultural Shift: There has been a paradigm shift from a technology-centric approach to a business-value-centric approach. This means moving from "we do tech for tech's sake" to "we do tech because it drives business efficiency and value."
Visibility and Accountability: The tools and processes provide clear visibility into the costs of running IT, promoting accountability and ownership. This drives better utilization and efficiency of IT assets, ultimately benefiting the business. Enhanced Utilization and Efficiency: By understanding and managing the costs associated with IT, the organization can optimize its resources and investments, ensuring they align with business objectives.

How has Council membership been valuable to you, your career, and your organization? 

Alignment of Technology and Business Strategies: It reinforces the need to align technology strategies and spending with overall business strategies, both short-term and long-term, to demonstrate the value of technology investments. Access to Resources and Connections: The council provides access to a wealth of materials, dialogues, and connections that inspire new ways to enhance the IT-to-Business value lifecycle. Influencing Organizational Change: Leveraging the knowledge and insights gained from the council, I've been able to influence other teams within the organization, including IT Finance, Developers, and Product Owners, to improve the business value derived from IT investments. In summary, the value I found as part of the TBM Council membership supports continuous learning, fosters a collaborative environment, and aligns IT initiatives with business value, enhancing both personal and organizational growth.

April 2024 Member Spotlight: 

Jeremy Bryant, TBM Architect, Transport for NSW 

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What led you to becoming a TBM Council member?

TBM Council is a non-profit organisation focused on promoting best practices in managing the business of IT. It provided me with a platform to share and access best practices in managing technology investments, costs, and value. Becoming a member, offered me with an opportunity to stay in touch with the latest TBM Taxonomy, framework and learn from the experiences of worldwide experts.

How does TBM Council membership and/or TBM Connect offer you value?

Becoming a member of TBM Council and TBM Connect, I am able to connect with other IT leaders and professionals from various industries and understand the adoption of TBM Practice at their organisations.

At the early stages of our TBM Journey, it was really beneficial where we were able to ask any question (small or complex) and we would get advice from the community members. Sometimes, we can see other organisations are struggling with similar challenges and we try to find a solution together. It is a great way to share our knowledge and learn from each other with a sole motive of keeping ourselves aligned with the best practices.

Also, earning badges for any contribution like answering someone’s questions, share an idea, complete specific courses etc. gave me great level of motivation and sense of achievement.

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organisation?

The adoption of TBM Practice has really helped us bridging the gap between Finance, IT and Business. The TBM Taxonomy has provided that common language that helps us understanding the cost and value that IT provides to the organisation. It also helps us benchmarking our services with the industry standards.

TBM Council also offers vast majority of resources and education materials focused on improving the understanding and implementation of Technology Business Management principles, which we are adopting in our daily IT functions.

Using the Industry wide standards have helped us getting the right level of support and adoption in our organisation.

March 2024 Member Spotlight: 

Kumar Singirikonda, Director - DevOps Engineering at Toyota Motor North America Inc.

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What led you to becoming a TBM Council member?

Becoming a TBM Council member was a natural progression for me as I recognized the need for a structured approach to managing IT spending within my organization. TBM's focus on transparency, accountability, and alignment with business objectives resonated with me. I saw it as an opportunity to enhance our IT governance practices and drive more strategic decision-making in terms of resource allocation and investments.

How does TBM Council membership and/or TBM Connect offer you value?

TBM Council membership has been invaluable in providing access to a diverse community of professionals who share similar challenges and experiences in managing IT costs and value. Through TBM Connect, I've been able to engage in meaningful discussions, exchange best practices, and gain insights from industry leaders and experts. The resources, webinars, and events offered by the TBM Council have enriched my understanding of TBM principles and equipped me with practical tools to apply within my organization.

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

Being a TBM Council member has significantly enhanced my ability to apply TBM practices effectively within my organization. By leveraging the knowledge gained through membership, I've been able to establish robust cost transparency mechanisms, optimize IT spending, and align investments with business priorities more strategically. This has led to improved decision-making processes, better resource allocation, and ultimately, enhanced business value realization from our IT investments.

February 2024 Member Spotlight: 

Andrea Mendoza, Administrative Specialist II, City of Dallas, TX

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Andrea Mendoza member spotlight

What led you to becoming a TBM Council member?

"I am currently attending WGU working on earning my Bachelor of Science in Business Administration & Information Technology Management.  I want to continue growing my career within Technology & Finance and becoming a TBM Council member is a continuous part of my career and degree path."

How does TBM Council membership and/or TBM Connect offer you value?

"Being a TBM Council member and member of TBM Connect have both offered me value.  I have learned so much that has helped me in my course of study and career. I appreciate being able to connect with other members who are more than willing to share their knowledge and keep you motivated along the way.  No matter what level you are in the community or in your career, you will gain more information than expected!"

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"We have been able to apply what we’ve learned from TBM certification courses, the resources available, and mesh our daily job functions within finance & technology using the TBM best practices. This has allowed us to become more cohesive as we continue our journey to improve processes and maximize productivity. "

January 2024 Member Spotlight: 

Thomas Fitzpatrick, Director ITFM Transformation, Technology, SMBC Group

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Thom Fitzpatrick member spotlight

What led you to becoming a TBM Council member?

"I wanted to become a TBM Council member so that I can always be aligned with the latest trends in TBM and try to understand where they are in their respective journeys. I noticed that members are very forthcoming regarding their varying level of experiences in implementation. This will be very helpful for us as we move forward."

How does TBM Council membership and/or TBM Connect offer you value?

"The ability to review and stay current with various decks, trainings, seminars and real study cases in both TBM or FinOps. The Council membership gives us guidance to help us mature as a TBM Organization."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Since we are in the beginning stages of our journey, we are in the fortunate position to start from the beginning to rethink our existing structure and design our foundation to better align with the TBM Taxonomy. Our transition to TBM will be easier and we will see the various benefits sooner. We will go from providing numbers on a spreadsheet with very little insight to now providing technology financials with operational context so that the business can make more timely decisions. A mature TBM organization will bridge the gap between technology and finance."

December 2023 Member Spotlight: 

Dorota Szymczak, IT Management Information Manager, mBank S.A.

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Dorota Szymczak member spotlight

What led you to becoming a TBM Council member?

"We have started the implementation of Apptio and TBM model and it was a new topic for me to get knowledge."

How does TBM Council membership and/or TBM Connect offer you value?

"Access to knowledge: materials, trainings and webinars, but also knowledge sharing among community members."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"First of all we were looking for a standard taxonomy, which is not too detailed and not too general to be able to analyze and benchmark our IT spend. Creating own taxonomy and benchmarking is a challenging task. Therefore cooperation with market experts from TBM, has a great advantage. Secondly, TBM supports us in calculation of TCO of applications. This helps us internally to discuss real costs and value of IT business solutions."



November 2023 Member Spotlight: 

Kelley Wendelborn, Sr. Manager, Technology Business Management, Lowe's Companies Inc.

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Kelley Wendelborn member spotlight

What led you to becoming a TBM Council member?

"I attended the TBM Conference my first year in the Technology Business Management space and the conference made it very clear the value that the Council provides, both in education and collaboration. I joined during that first conference."

How does TBM Council membership and/or TBM Connect offer you value?

"The TBM Council provides value to me in two ways: 1) it provides standards/framework, as well as education, that is fundamental to the space. We are not creating our own framework, we are using industry-standard guidelines that have been proven successful for thousands of others. It really stops the swirl on the “how” (everyone wants to offer an opinion) and instead focuses the conversations and the team’s energy on the value we can deliver. 2) It provides a collaboration point among like-minded or like-industry individuals who are eager to share their knowledge. I don’t have to be completely innovative on my own – I can leverage learnings from others who are further along in their journey. "

October 2023 Member Spotlight: 

Nathan Batchelder, Director, TBM Enablement, Liberty Mutual

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Nate Batchelder member spotlight

What led you to becoming a TBM Council member?

"When the TBM Enablement practice at Liberty Mutual was formed I felt an obligation to explore as many internal and external resources as I possibly could, to ensure that we're operating as effectively and efficiently as possible. To that end, the TBM Council has been a reliable external resource for me and my team and have enjoyed networking and contributing to the community."

How does TBM Council membership and/or TBM Connect offer you value?

"The TBM Council membership provides access to such a diverse group of technology and finance professionals, it's really compelling to hear perspectives spanning so many different industries and regions around the world. That's a valuable asset knowing that the business problems and technologies we're trying to solve for and optimize today will look different tomorrow, and that every company is in different stages of navigating those challenges, so there's almost always opportunity to learn from one another."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"TBM Council has been a great way to supplement my team's goal of increasing the adoption of TBM practices here at Liberty. We recognize that many of the obstacles and decisions that we work through on a daily basis are not unique to us, and that we can stand to benefit by learning from others' experiences. Additionally. there's some comfort in knowing you've researched multiple perspectives when making a recommendations. Therefore, I think it's helped to reinforce the recommendations we make internally."



September 2023 Member Spotlight: 

Justin Graff, IT Service Strategy Manager, Marshfield Clinic Health System

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Justin Graff member spotlight


What led you to becoming a TBM Council member?

"The TBM Taxonomy initially led me to the TBM Council. Work I was involved in related to IT Costing efforts had a co-worker and I looking for a way to catalog and categorize costs which was to be shared back with the customer. Our first attempt was good, but left us with a few bruises as it was difficult to support and defend. Knowing we needed to do better, we dug into a few industry-specific costing frameworks, but nothing seemed to meet our needs. They were either too difficult to understand or didn't speak the language of the business. While becoming more familiar with the IT Financial Management practice we stumbled across the TBM Council/TBM Taxonomy/ATOM Model. I'm not sure which one was our Ah-ha moment as it took a while to understand their relationship to each other. The taxonomy was exactly what we were looking for, but we quickly realized the real value was the community of professionals which were at our disposal."

How does TBM Council membership and/or TBM Connect offer you value?

"A membership is valuable in may ways. First, the TBM Council's pursuit in establishing and constantly improving a taxonomy and surrounding practices is key as it ensures maturity over time. We know technology evolves but so does business. Keeping pace with both ensure relevancy and usability. Industry involvement is also important as it creates by-in. The TBM Council empowers its members through this community/framework to contribute and take ownership. They offer many opportunities to be heard either through attending conferences, participation on committees and/or being a voice in the community. The true value of the TBM Council is a forum/gathering/community of professionals willing to share and support each other."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"As a member and working with several other organizations, we were able to establish the Healthcare Taxonomy 1.0 Extension which was the first extension to the TBM Taxonomy. Membership has allowed me to help shape this effort and include the perspective of my organization. I was fortunate to help lead the cohort to update it to the Healthcare Taxonomy 2.0 Extension. Working with and learning from other organizations to improve the taxonomy while being able to include the perspective of my organization helped in its adoption. At the same time, we were creating the second healthcare extension we were also reorganizing the structure of IT. The taxonomy was a valuable tool to aid in this reorganization. With applications and services mapped to the taxonomy and solution ownership also mapped to the taxonomy we were able to manage and track the shift of responsibilities. Keeping key items such as application portfolio, service catalog, departments/cost centers tagged with the taxonomy helps make the needed relationships for things like reporting, ownership, and accountability.

The TBM Taxonomy has been very valuable in leading the IT Service Management practice. Having a good understanding of both IT Costing and IT Service Management helps shape your customer connections through service delivery and service measurement. Just like in IT Costing you need to speak the language of the business; in service management the customer is central. There are lots of synergies in these practices which when working together are valuable."



August 2023 Member Spotlight: 

Jane Daniel, TBMO Finance Lead & Product Owner, Kaiser Permanente

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Jane Daniel member spotlight


What led you to becoming a TBM Council member?

"I have been the Finance Director for our TBM Office since 2018. I wanted to learn how other companies are working with the ATUM taxonomy and how they use TBM to analyze their business. I also share our learnings with others. We have been using service costing as the basis for chargeback for years and have much to share about our journey."


How does TBM Council membership and/or TBM Connect offer you value?

"By becoming a TBM Council member, I can participate in the standards organization meetings and attend various seminars on technology management initiatives. Listening to industry experts and discussing issues with my peers gives me new perspectives to consider for our business."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"I wanted to learn more about the intersection of TBM and FinOps, so I became FinOps certified and joined the TBM for Cloud Strategy Community. This has allowed me to bring new insights to our business. I can discuss industry best practices for managing and reporting on external cloud spend. The TBM Council is a great place to share your own experience and to learn new skills."

June 2023 Member Spotlight: 

Andrew Dawdy, TBM Consultant, MetLife

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Andrew Dawdy member spotlight


What led you to becoming a TBM Council member?

"When I first began my career in TBM, I joined the TBM Council to engage with the broader community of practitioners and to gain as much foundational knowledge as I could."


How does TBM Council membership and/or TBM Connect offer you value?

"Participation in both the TBM Council and TBM Connect was extremely useful in accelerating my initial understanding of TBM principles (alongside some fantastic mentorship across the years) and has continued providing value by allowing ongoing engagement with the community. The various classes, webinars, and committee meetings that are offered through the TBM Council have facilitated many productive discussions and provided ongoing education opportunities."

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Membership in the TBM Council has opened the door to countless opportunities to engage with others across the globe and to learn from one another. Whether it be ideas around granular formulas, modeling best practices, or general lessons learned from other companies' TBM journeys, everything I've been able to leverage to expand my own knowledge and apply to my work has enabled me to increasingly drive business value in my organization."

May 2023 Member Spotlight: 

Kyle Castro, ETBMA/ACE | ISD Analyst IV, Navy Federal Credit Union

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Kyle Castro member spotlight


What led you to becoming a TBM Council member?

"I joined the TBM Council because I have good faith in the business value delivered by putting TBM into practice. We have experienced this first-hand. As a council member, I am able to 'learn from the best', which deepens my understanding of TBM and IT Finance concepts. It also inspires me to share my learnings and experiences with my fellow TBM Practitioners. "


How does TBM Council membership and/or TBM Connect offer you value?

"The sharing of best practices, working towards standards, and having a solid common understanding of IT Finance concepts have been helpful in my role as an analyst. Learning form my peers' advice, discussions, and sharing of experiences give me new insights and perspectives. There are key tips & tricks that I've picked up from the community and fellow practitioners through the years, which I continue to use to this day."

 

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Knowing that we're not alone in some of the challenges we face & knowing that other practitioners have navigated through these challenges encourage me. Learning about my peers' success stories also drives me to push forward and innovate in my organization. Being part of the TBM Council and an active member of TBM Connect helps me stay in-tune with new developments in the realms of TBM and IT Financial Management. At the end of the day, these ideas become best practices and distilled learnings, which I use in my role for the benefit of our organization."



Connect with Ana Paula

April 2023 Member Spotlight: 

Ana Paula de Oliveira, Manager, Planning & Demand Management, The Canada Life Assurance Company



Ana Paula member spotlight


What led you to becoming a TBM Council member?

"My journey to becoming a TBM Council member was sparked by my recent promotion at a large insurance company, where I need to take on the subject matter expert role for Technology Business Management in my area. As my new role required me to have an in-depth understanding of TBM, I realized the importance of staying up-to-date with the latest trends and best practices in the field. Joining the TBM Council was a no-brainer as it provides access to a vast network of TBM experts and resources, enabling me to enhance my knowledge and expertise in this critical area. As a TBM Council member, I look forward to sharing my experiences and learning from my peers to drive better business outcomes for my organization."


How does TBM Council membership and/or TBM Connect offer you value?

"Joining the TBM Council and engaging in the TBM Connect community have been an incredibly valuable experience for me. Through these resources, I have been able to learn from the experiences of other members, gaining valuable insights into their TBM journeys and real study cases. This has provided me with a unique perspective on how to approach similar challenges in my own work. In addition, the training opportunities offered through the TBM Council have allowed me to stay current with the latest trends and best practices in TBM. Overall, being a member of the TBM Council and participating in TBM Connect have been instrumental in my professional development, and I look forward to continuing to learn and grow through these valuable resources."

 

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"As a new member of the TBM Council, I have already experienced significant benefits in my ability to apply TBM practices and drive business value for my organization. Although I am still in the early stages of my new role, the knowledge I have acquired through my involvement in the TBM Council has given me a better understanding of how to leverage the TBM framework within my area. The insights and best practices shared by other members of the TBM Council have also enabled me to identify opportunities for improving operational efficiency and optimizing spending on technology. I am excited to continue my involvement in the TBM Council and to leverage the knowledge and resources available to drive even greater business value for my organization."

March 2023 Member Spotlight: 

Phyllis Owens, Management & Program Analyst





Phyllis Owens member spotlight


What led you to becoming a TBM Council member?

"When I entered my position, I was not familiar with Technology Business Management  toolset but after my organization decided to adopt a more responsible way of managing cost, we realized just how TBM could help make this a reality. I was selected as the Project Manager responsible for implementing TBM in my organization and the rest is history. I dived right into learning as much as I could about TBM, how other organizations used TBM to improve their cost allocations, and shadowing anyone who could provide me information about TBM which ultimately led me to becoming a member of the TBM council. "


How does TBM Council membership and/or TBM Connect offer you value?

"The TBM Council membership has been a great resource by providing knowledge which I use in my current position within my organization to consistently and reliably deliver in real-time an authentic way to explain how technology investments provide business value to other departments in my organization which in turn helps leadership adopt policies and procedures that account for IT spend.  In today’s working environment there is an expectation for businesses to become more transparent in several areas, financial responsibility being one. Being on the TBM Council provided the resources and disciplines needed to provide a roadmap for business to achieve that. The council provided the tools needed to learn and understand how valuable the Technology Business Management methodology is at delivering IT accountability to businesses, both big and small. The council has also provided opportunities to network with both government and industry partners creating a community which fosters learning, comrade and a culture which has been extremely beneficial to my career. "

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Since implementing Technology Business Management methodology or TBM within my organization, we have seen a significant improvement in how we account for IT dollars.  In the past we didn’t have the accountability we needed to manage our IT properly.  We didn’t necessarily have a uniform way for various department to understand how their IT spend cost the organization as a whole nor did they understand how old or outdated inventory affected the bottom line .  We were often working off of incorrect or stale data, dealing with improper ordering and mismanagement of IT inventory, putting us at a disadvantage when it came to certain financial decisions pertaining to how and where dollars could most effectively been distributed.  Now after implementing and utilizing TBM, we can see a difference in how departments treat their IT dollars.  Business units as well as leadership use the TBM data to make well informed decisions while also creating a culture that is more accountable when it comes to technology and finance.  TBM has helped make sure we are properly and efficiently managing resources such as Cloud Strategy and Agile Project Management by properly facilitating a way to allocate cost associated within these activities."



Connect with Anna

February 2023 Member Spotlight: 

Anna Radke, Head of TBM Office, Zoetis Inc.



Anna Radke member spotlight


What led you to becoming a TBM Council member?

"As part of our digital transformation, our technology organization (Zoetis Technology & Digital - ZTD) is advancing how we manage the Business of IT, building new capabilities to drive transparency to our technology spend and drive efficiencies in how we optimize our services and total cost of ownership.  To support these objectives, we chose Apptio as a mechanism to drive this transformation, which led me to joining the TBM Council.

I considered the TBM Council and ecosystem as part of total package offer to us. As our ZTD organization focuses on innovation and productivity, prioritizing TBM was a key step that would allow us to better understand our spending and help achieve these objectives which are key to our transformation."


How does TBM Council membership and/or TBM Connect offer you value?

"Directly via sharing others experience with TBM journey , challenges, and successes.  In the beginning during first TBM virtual conference I realized TBM Taxonomy, discipline and usage of Apptio as a tool by our users, will be a process. It will take the time.  Majority of other companies were in full mode of TBM taxonomy 2 years after implementation."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"We are still the beginners 6 month after go live. We are maturing our processes. TBM membership  allows me to imagine where ZTD can be in the next 3 months, 6 month and even in 2 years. 

Being a member of TBM Council has allowed us to learn and follow TBM's standardized taxonomy, while incorporating Zoetis' in-house hierarchical structures to make TBM more immediately understandable and consumable by our leaders. As a start, to get our community of user to be more familiar with Taxonomy, we setup ZTD Hierarchy and Account Category, slowly moving to Cost Pool concept and better mapping, which allowed to achieve one of our main goal of appropriate financial control, optimization and rationalization of spending in regular run cost and investments. We quickly expanded this capability to the level of cost center managers."



January 2023 Member Spotlight: 

Yuji Kumasaka, IT Governance Senior Manager, H2O Retailing Corporation

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Yuji Kumasaka member spotlight


What led you to becoming a TBM Council member?

"When Apptio was introduced in Japan, I learned about TBM and the TBM Council from Mr. Naritsuka Apptio Japan. After that, I read TBM books to understand more about TBM, and I joined TBM Council because I wanted to learn more about TBM.

In the past, I have been an IT consultant for a long time, and I have tried to solve IT management accounting problems. I found TBM's approach consistent and organized with what I had previously experienced."


How does TBM Council membership and/or TBM Connect offer you value?

"I was surprised that TBM books are available here in PDF format. Reading it in detail, I found some differences from the one I got from amazon. This is because we wanted to promote the book as a Japanese version. I also have a good memory that when I participated in TBM Conference, Jon Sobber's book was introduced, and I could purchase it at a discount.
I am very aware of the need for scripture to promote TBM and make it available in Japanese to disseminate this concept widely."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Although TBM is still in its infancy in Japan, the application of TBM Practices has provided us with sufficient insights to persuade our stakeholders in particular.
We are investing more in IT than ever in our company, and we increasingly need to engage in dialogue with the business and finance departments to make this investment worthwhile.

New theories of IT investment management, such as FInOps and SfAE, are emerging, but we believe that the TBM approach is at the heart of these new theories.
We are currently implementing Apptio, and I realize the power of visualization and various insights gained by practicing TBM. I hope there will be a place where we can share this information, and I hope that many contents will be accessible in Japanese to promote the spread of TBM in Japan further."

December 2022 Member Spotlight: 

Sasha Dunford, Head of TBM Office, Nationwide Building Society

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Sasha Dunford member spotlight


What led you to becoming a TBM Council member?

"As a Finance professional, passionate about Technology, the chance to join a group of like-minded individuals was a no-brainer.  The opportunity to share best practice and experience is invaluable, not something easily gained from anywhere else."


How does TBM Council membership and/or TBM Connect offer you value?

"Where do I start!  The wealth of resources, the taxonomy, education, and great community.  It’s my go to place for support whenever faced with a challenge in our organization.  The Council events, such as the TBM Conference, provide continuous learning and discussions to keep up to speed with the ever-changing world of Technology."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"It provides an industry recognised validation, independent of my own organization, which has been the leading guide in our TBM journey.  When I make decisions on where to take us next with my stakeholders, it’s not just me saying 'we should do this', I have this incredible sponsor, the TBM Council, right behind me saying 'yes you should'.  We are approaching the 10-year point in our TBM practice and the Council has been there throughout."




Connect with Neil

November 2022 Member Spotlight: 

Neil Anson, Global IT Finance Architect, Eisai Corporation of North America



Neil Anson member spotlight


What led you to becoming a TBM Council member?

"Connecting with other members to share and collaborate on TBM implementation and challenges"


How does TBM Council membership and/or TBM Connect offer you value?

"It is a great form to ask questions and be part of discussions."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"I have found valuable resources to use at my current company to assist them on the TBM journey."




Connect with Adolfo

October 2022 Member Spotlight: 

Adolfo Valencia, Service Taxonomy & Architecture Specialist, ABB Information Systems Ltd



Adolfo Valencia member spotlight


What led you to becoming a TBM Council member?

"My main driver is the amount of knowledge in the council, starting with the framework and taxonomy. It is easy to get involved and learn a lot from the community, the groups and its members."


How does TBM Council membership and/or TBM Connect offer you value?

"Most of the times I am just listening or reading the discussions but there is a lot of very good information and ideas that I can pick up and develop in my specific context."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Today, I am no longer responsible for the price architecture and cost control but in my role as service architect, being able to understand the TBM practice, stay updated and involved in TBM makes my activities and the conversation with stakeholders like the Finance, Asset management, and the Service Owners a lot easier and also allows me to better support Service Owners and leverage the conversations between all the stakeholders involved in the Service Design process."




September 2022 Member Spotlight: 

Curtis Cutler, Senior Manager, IT Finance, Smithfield Foods

Connect with Curtis


Curtis Cutler member spotlight


What led you to becoming a TBM Council member?

"I was led to become a council member at a TBM conference, and learning it was “free” made it an easy choice!  The TBM community is a group of like minded people passionate about sharing best practices to advance the TBM mindset.  Connecting technology cost to business value can be hard to articulate and socializing challenges/opportunities with community members provides a lot of satisfaction."


How does TBM Council membership and/or TBM Connect offer you value?

"When I am faced with tough decisions throughout my TBM journey I can easily find helpful resources on TBM Connect.  I also find that TBM council members make themselves available to bounce ideas off each other. 

In addition, it takes a lot of time to get someone with no knowledge of TBM up to speed, and the resources the membership provides help me take a very organized approach.  

The TBM Conference is a well-organized event, and I am looking forward to attending in person for the first time in 3 years, November 2022, in Austin, TX"


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"My first introduction to Council membership was when I took the Certified Technology Business Mgt Executive (CTBME) course and attained the CTBME credential.  This course taught me how to connect the dots with what TBM has to offer, and provided me the chance to build an immediate network. 

I am a CPA, started my career in Accounting, then migrated over to Finance and IT Finance roles.  There was always something missing in my mind as I worked side by side as a Finance/Accounting person with IT executives.  Once I learned about TBM it opened up my eyes to so many opportunities to better contribute to my organizations, helping bridge the gap between IT and the business.  I also recommend that Council members actively engage in a TBM working group.  That is the best way to help you learn and grow in this space."



August 2022 Member Spotlight: 

Paul Matthews, Finance Director, University of Pittsburgh Medical Center



Paul Matthews member spotlight


What led you to becoming a TBM Council member?

"Originally I joined the TBM council for education, best practices, and "short cuts" to TBM success. I had no formal training in TBM outside my professional experience managing finance for IT and wanted to get up to speed quickly. Gaining access to the collective wisdom of the TBM Council was a huge value add and opportunity that I needed to leverage."


How does TBM Council membership and/or TBM Connect offer you value?

"The greatest value of TBM Council membership has been the community. While I can go through training and read about best practices, the ability to connect with and learn from peers that have actually done the work and seen the results is invaluable."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"I've connected with peers through the TBM Council for years. Any time that we've considered a change in our TBM program I've sought out TBM Council members that have done something similar and tried to gain insight from them. A few changes we've implemented as a result of these conversations have been monthly forecasts for IT, extending our forecast process to other shared services, adopting the TBM taxonomy extension for Healthcare, simplifying our infrastructure costing model, and establishing formal governance for TBM."




July 2022 Member Spotlight: 

Shonna Thompson, IT Investment Manager, US Department of Veterans Affairs



Shonna Thompson member spotlight


What led you to becoming a TBM Council member?

"I became a council member because my previous Director, Sandra McGill from the Centers for Disease Control and Prevention (CDC), encouraged the team to become a member and purchase the book to understand how TBM would bring value to CDC and other federal government agencies. Sandra attained funding for the TBM Executive Foundation course and had it taught in Atlanta on the CDC campus. In attendance were over thirty-five technology leaders across the CDC who wanted to learn “what is TBM” and how it can help shape their IT portfolio. After taking the course, five of my team members, including myself, and others, passed the exam and obtained our CTBME. Now we are armed with this newfound information, allowing our team to start “value conversations” about IT spending, service consumption, and the tradeoffs of reducing costs while still delivering quality goods and services to business partners and customers. In the past, we were buying and buying; now, with TBM, we are thinking about agility and making better-informed business decisions to provide cost-effective services and products."


How does TBM Council membership and/or TBM Connect offer you value?

"The TBM council and TBM Connect are communities that allow practitioners from many different industries to share their knowledge and expertise. There is a wealth of information on TBM Connect and I have learned what works for others and can ask for advice from those with similar problems or issues. Even though we all have different goals for our organization, in the end, we are all trying to run the best organization. There's nothing like having access to the movers and shakers who make things happen and the abundant access to beneficial information. TBM Connect is an excellent resource for finding solutions to any problem or issue I have experienced at work. "

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"Being a member of the TBM Council has helped me develop expert knowledge to help shape the Veterans Affairs IT Standard Investment Portfolio. Learning about the demand and supply of how our partners are consuming goods enables us to maximize funding for future products and services to serve our Veterans better. Putting TBM into practice, we have made informed decisions about the products and services and gained the trust of IT and finance leaders to justify technology costs. TBM tools and taxonomy provide a framework to make decisions based on facts to redefine our processes and ensure that customers receive quality services. I have expanded my skill set, stayed informed on industry trends, and evaluated IT portfolio spending to determine the business needs and wants since becoming a member."




June 2022 Member Spotlight: 

Melvin Baranyk, Director, Technology Business Management, The Canada Life Assurance Company

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What led you to becoming a TBM Council member?

"When our organization first started applying the TBM framework I wanted a way to gain knowledge outside of a course or reading a book. I valued having a community in which I could participate. "


How does TBM Council membership and/or TBM Connect offer you value?

"As a member of the TBM Council, I have the chance to give back to the community. As essential as it is to learn from others, I also wanted to have a chance to tell our experience. I hope that some of my insights have helped them progress TBM inside their companies as much as others have benefited me."

 

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"As a member of the strategy community, I've had the good fortune to work with people from diverse organizations to help promote the TBM discipline. These connections have resulted in talks that have given me new perspectives on certain opportunities. Hearing real-life instances of how comparable issues were overcome has helped me extend my perspective and rethink how I approach certain subjects."




April 2022 Member Spotlight: 

Monica Braun, TBM Practice Manager, Marshfield Clinic Health System

Connect with Monica


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What led you to becoming a TBM Council member?

"'Community' is what led me to become a member.  At the time I became a member, our organization felt as if we were on an island, thinking through every IT management strategy on our own such as, standards – validating what we had created aligned with industry standards and Knowledge - growing knowledge about managing the business of technology.

Ultimately this was at a time in which the overall content within TBM was new to us and this was a stepping stone to at least be like someone else … adopt something someone else was doing."


How does TBM Council membership and/or TBM Connect offer you value?

"Networking, education, and standards rise to the top of the list of the value we consistently rely on from our participation in TBM

  • In terms of Networking, our go-to people are those within the TBM landscape.  We collaborate for therapy J, to learn from each other, to talk about different tooling’s, how teams are managed and reporting structures.  The networking community is very open and willing to share which makes it fun to work with.
  • Within Education – There are many options for education, which for me have been valuable to get certified in different areas, but also the education offered to others who may be on the receiving side of TBM.  The wiliness to have the TBM council educate different team levels allows for easier buy-in at all layers. The conferences stand out as an opportunity as they are filled with so much great education, product demonstrations and networking opportunities.
  • From the perspective of Standards – TBM has provided taxonomies which allows us to jump past many basic steps of defining what certain services are and how to align.  Also, standards provide an architecture of how IT services should align and where the costs best fit.  This has allowed for us to use this data and make hierarchical decisions and cost alignment decisions with little discussion."


How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?

"The TBM Council membership not only provides me value to be better at my job, but allows me to service my organization in an all-encompassing management of technology.

  • With defined taxonomies we have been able to internally benchmark/trend our service costs without getting distracted at the new shiny service.  And having the defined basics has allowed us to stay consistent.           
  • The taxonomy was a base for us to align our IT organization to.  We aligned our staffing model, along with our APM, Service catalog, PPM tool categorization to the business services defined in the taxonomy and the healthcare taxonomy. 
    • This allowed for a collaboration on ideas, and a baseline to start from
    • This additionally allowed and allows for collaboration on how to categorize new Applications or services coming into the organization
  • The overall foundational work the TBM council has provided to help communicate the importance and educate the importance of what TBM is, and how it is useful has been very meaningful to communicate the business value in which we are trying to drive … and that we do have a means to our madness"



March 2022 Member Spotlight: 

Matt Erickson, Sr. Manager, IT Governance and Controls, Hub International

Connect with Matt


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What led you to becoming a TBM Council member?


"Becoming a member in the TBM Council has been important to me since I started in TBM years ago. I am very passionate about TBM and wanted to be a part of a community that felt the same way. I knew that if I wanted to be active in the TBM community, the membership would allow me to not only interact with others, but be at the forefront of the TBM framework."

 

How does TBM Council membership and/or TBM Connect offer you value?


"The value of the membership is endless. Ranging from workgroups and communities to the education opportunities, there is no shortage of support for your TBM journey. I found enormous value in being a part of the different workgroups and learning how other organizations handled similar challenges towards achieving their TBM goals. I also appreciate being a part of a committee that continually works to maintain the standards for the TBM Taxonomy."

 

How has TBM Council membership improved your application of the TBM practice and contributed to driving business value for your organization?


"The TBM Council membership has given us the ability to utilize a standard framework and taxonomy that drives us towards our desired end-game. It keeps us attached to the market and provides us with the necessary material to push through our challenges and succeed at providing cost transparency for our stakeholders."

What lasting impact has TBM Council membership had on your career growth and organizational success?

TBM has provided me with a structure that we can use to organize our services, aligning them with our finances, and ultimately providing better visibility on how we show value to the business. I have had the chance to work with leaders from every level of our organization to help them understand this journey and tie it back to why it is important. I have been in other IT organizations that defined their services and had only started to approach working towards the cost of service. TBM provides a framework for how to accomplish this, and I am excited to be part of an organization that will be able to achieve this as a means to providing cost transparency and achieving business objectives