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© 2016 MTE Advisors. All Rights Reserved
1
Mark	T.	Edmead	
IT	Transforma+on	Consultant/Trainer	
MTE	Advisors	
Email:	mark@mteadvisors.com	
Twi>er:	@MTEAdvisors	
February 2016
Business Relationship Management –
Helping Converge the Business and IT
© 2016 MTE Advisors. All Rights Reserved
2
BIOGRAPHY Mark T. Edmead
}  Mr. Edmead is an IT Transformation consultant and trainer. Over the past 30
years, Mark has provided IT transformation and business improvement
services that align information technology with business goals to drive bottom
line performance and growth. Mr. Edmead is an Lean IT Accredited Trainer,
DevOps Accredited Trainer, Certified ScrumMaster, Certified COBIT 5
Assessor, TOGAF 9.1 Certified, Business Relationship Professional (BRMP)
Accredited Trainer, and Certified Baldrige Internal Assessor.
}  Developed and delivered courses for many organizations including Citigroup,
State of TN, Safeway, Irving Oil, and City of Virginia Beach.
Your
Photo
Here
© 2016 MTE Advisors. All Rights Reserved
3
The Man in the Balloon
© 2016 MTE Advisors. All Rights Reserved
4
}  The Business Relationship Manager (BRM) is a relatively new role in
many organizations.
}  IT Service Management (ITSM) relates to the activities performed to
deliver, operate and control IT services.
}  What exactly is a BRM?
}  Is there synergy between BRMs and ITSM?
}  This session will provide an introduction to the BRM role and its role
in helping converge IT and the business.
}  This includes the importance of managing personal relationships,
providing input to service portfolio management and ensuring that
the IT service provider is satisfying the business needs of the
customer.
Why is this discussion important?
© 2016 MTE Advisors. All Rights Reserved
5
}  IT takes too long to do anything.
}  IT does not understand our needs or requirements.
}  IT is too expensive.
}  IT delivers technology that does not match our needs.
}  IT always seem to tell us NO to our requests.
Do these sound familiar?
What does the Business think about IT?
© 2016 MTE Advisors. All Rights Reserved
6
}  Business constantly changes their mind about what they want.
}  Business does not understand what we do in IT.
}  Business comes up with IT solutions and does not ask us what we
think.
}  The business implements IT solutions on their own (then call us
when it does not work).
}  The business uses outside IT help instead of us.
Heard any of these before?
What does IT think about the Business?
© 2016 MTE Advisors. All Rights Reserved
7
What	can	be	done?
© 2016 MTE Advisors. All Rights Reserved
8
}  Business Relationship Management stimulates, surfaces and shapes
business demand for a provider’s products and services
}  Ensures that the potential business value from those products and
services is captured, optimized and recognized.
}  BRMs act as translators, diplomats, and liaisons between the
business and IT
What is a Business Relationship Manager (BRM)?
© 2016 MTE Advisors. All Rights Reserved
9
Business/IT	Strategic	Alignment	
Business IT
Strategic Tactical
Business
requirements
Business value
Strategic
planning
Monitoring
value
Solution
building
Solution
implementation
Strategic BRM Tactical BRM
© 2016 MTE Advisors. All Rights Reserved
10
}  Strategic
◦  Focused on effectiveness and transformation
◦  Focused on business demand: stimulating, surfacing, and shaping
◦  Concerned with improving the maturity of the relationship
◦  Works closely with business partner to ensure IT investments and
capabilities yield real business value
}  Tactical
◦  Focused on business efficiency and effectiveness
◦  Focused is service management
◦  The “steady state” of IT services
◦  Not focused on transformational projects
Strategic vs. Tactical BRM
© 2016 MTE Advisors. All Rights Reserved
11
}  IT service management (ITSM) refers to the entirety of activities –
directed by policies, organized and structured in processes and
supporting procedures
}  These activities are performed by an organization or part of an
organization to plan, deliver, operate and control IT services offered
to customers
}  Tactical BRMs support ITSM activities
What is ITSM?
© 2016 MTE Advisors. All Rights Reserved
12
}  IT Service Management
◦  Defining new or changed services
◦  Defining SLAs
◦  Making sure business gets value from IT services
}  Strategy and Governance
◦  Understanding current and future business needs
◦  Participating in business and IT strategic planning
◦  Focusing on highest value initiatives
}  Communication
◦  Identifying and evaluating stakeholder communication
◦  Acting as facilitator and translation between business and IT
}  Innovation
◦  Identifying opportunities to optimize business processes or services
◦  Improving efficiency and return on investment
BRM Focus Areas
© 2016 MTE Advisors. All Rights Reserved
13
}  Webster’s definition: “the act of converging and especially moving
toward union or uniformity”
}  Roles/activities that were traditionally embedded in the IT are now
embedded in the business
}  It is not merely “IT-Business Alignment” anymore
◦  This implies that there are two separate entities trying to work together
but still remaining separate
}  IT-Business convergence means that both entities are moving to
become one unit
What is Convergence?
© 2016 MTE Advisors. All Rights Reserved
14
}  Do you know the goals, objectives and priorities of the business?
}  Do you understand what the business regards as value?
}  Are you familiar with the key business processes and functions it
uses to deliver them?
}  Do you understand how the business makes decisions?
}  Does the business "trust" IT?
How do you evaluate the relationship?
© 2016 MTE Advisors. All Rights Reserved
15
}  Level 1: “Ad-Hoc”
◦  Little or no relationship between IT and business
}  Level 2: “Order-Takers”
◦  The business will engage IT only when they need something
}  Level 3: “Service Provider”
◦  The business helps set priorities but not always with input from IT
}  Level 4: “Trusted Advisor”
◦  Business understands IT capabilities and trusted level of cooperation
}  Level 5: “Strategic Partner”
◦  Shared goals for maximizing value and minimizing risks
The BRM Levels
As defined by the BRM Body of Knowledge (www.brminstitute.org)
© 2016 MTE Advisors. All Rights Reserved
16
}  BRM’s need to move away from thinking of the relationship as “me”
and “them” to more as “us”
}  It is not “their” business; it is “our” business
}  It is not “what can I do for you” but more “what can we to together” to
achieve our mutual goals
Becoming more Strategic
© 2016 MTE Advisors. All Rights Reserved
17
}  One of the goals of the BRM is to grow the business by shaping
demand, and marketing new ideas and opportunities that create
value
}  A BRM can help convey the business needs to the IT department
and manage business expectations
}  To help the business and IT speak the same language
}  IT does not just support the business but in fact it enables and
transforms the business
}  With true convergence, IT is a strategic partner with the business
and not just an "order taker"
The Goal of the BRM
© 2016 MTE Advisors. All Rights Reserved
18
Have	you	experienced	this?
© 2016 MTE Advisors. All Rights Reserved
19
}  Communicate clearly, negotiate, listen, mitigate conflict, build
alliances and achieve desired results using strong interpersonal and
diplomacy skills
}  Work closely with others on intangible issues across organizational
and business-entity boundaries
}  Have knowledge of technology risks and opportunities are shared to
improve the efficiency and effectiveness of the organization
}  Act as advocates on behalf of business stakeholders to ensure IT
services meet their business priorities and needs
}  Communicate decisions, priorities and relevant project information to
appropriate levels of staff regarding service requests, projects and
initiatives
Characteristics of the BRM
© 2016 MTE Advisors. All Rights Reserved
20
THANK YOU!
Mark T. Edmead
IT Transformation Consultant/Trainer
Email: mark@mteadvisors.com
LinkedIn: http://www.linkedin.com/in/markedmead
Blog: http://www.cio.com/blog/it-convergence-factor/
Twitter: @MTEAdvisors

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Business Relationship Management - Helping Converge the Business and IT - an ITSM Academy Webinar

  • 1. © 2016 MTE Advisors. All Rights Reserved 1 Mark T. Edmead IT Transforma+on Consultant/Trainer MTE Advisors Email: mark@mteadvisors.com Twi>er: @MTEAdvisors February 2016 Business Relationship Management – Helping Converge the Business and IT
  • 2. © 2016 MTE Advisors. All Rights Reserved 2 BIOGRAPHY Mark T. Edmead }  Mr. Edmead is an IT Transformation consultant and trainer. Over the past 30 years, Mark has provided IT transformation and business improvement services that align information technology with business goals to drive bottom line performance and growth. Mr. Edmead is an Lean IT Accredited Trainer, DevOps Accredited Trainer, Certified ScrumMaster, Certified COBIT 5 Assessor, TOGAF 9.1 Certified, Business Relationship Professional (BRMP) Accredited Trainer, and Certified Baldrige Internal Assessor. }  Developed and delivered courses for many organizations including Citigroup, State of TN, Safeway, Irving Oil, and City of Virginia Beach. Your Photo Here
  • 3. © 2016 MTE Advisors. All Rights Reserved 3 The Man in the Balloon
  • 4. © 2016 MTE Advisors. All Rights Reserved 4 }  The Business Relationship Manager (BRM) is a relatively new role in many organizations. }  IT Service Management (ITSM) relates to the activities performed to deliver, operate and control IT services. }  What exactly is a BRM? }  Is there synergy between BRMs and ITSM? }  This session will provide an introduction to the BRM role and its role in helping converge IT and the business. }  This includes the importance of managing personal relationships, providing input to service portfolio management and ensuring that the IT service provider is satisfying the business needs of the customer. Why is this discussion important?
  • 5. © 2016 MTE Advisors. All Rights Reserved 5 }  IT takes too long to do anything. }  IT does not understand our needs or requirements. }  IT is too expensive. }  IT delivers technology that does not match our needs. }  IT always seem to tell us NO to our requests. Do these sound familiar? What does the Business think about IT?
  • 6. © 2016 MTE Advisors. All Rights Reserved 6 }  Business constantly changes their mind about what they want. }  Business does not understand what we do in IT. }  Business comes up with IT solutions and does not ask us what we think. }  The business implements IT solutions on their own (then call us when it does not work). }  The business uses outside IT help instead of us. Heard any of these before? What does IT think about the Business?
  • 7. © 2016 MTE Advisors. All Rights Reserved 7 What can be done?
  • 8. © 2016 MTE Advisors. All Rights Reserved 8 }  Business Relationship Management stimulates, surfaces and shapes business demand for a provider’s products and services }  Ensures that the potential business value from those products and services is captured, optimized and recognized. }  BRMs act as translators, diplomats, and liaisons between the business and IT What is a Business Relationship Manager (BRM)?
  • 9. © 2016 MTE Advisors. All Rights Reserved 9 Business/IT Strategic Alignment Business IT Strategic Tactical Business requirements Business value Strategic planning Monitoring value Solution building Solution implementation Strategic BRM Tactical BRM
  • 10. © 2016 MTE Advisors. All Rights Reserved 10 }  Strategic ◦  Focused on effectiveness and transformation ◦  Focused on business demand: stimulating, surfacing, and shaping ◦  Concerned with improving the maturity of the relationship ◦  Works closely with business partner to ensure IT investments and capabilities yield real business value }  Tactical ◦  Focused on business efficiency and effectiveness ◦  Focused is service management ◦  The “steady state” of IT services ◦  Not focused on transformational projects Strategic vs. Tactical BRM
  • 11. © 2016 MTE Advisors. All Rights Reserved 11 }  IT service management (ITSM) refers to the entirety of activities – directed by policies, organized and structured in processes and supporting procedures }  These activities are performed by an organization or part of an organization to plan, deliver, operate and control IT services offered to customers }  Tactical BRMs support ITSM activities What is ITSM?
  • 12. © 2016 MTE Advisors. All Rights Reserved 12 }  IT Service Management ◦  Defining new or changed services ◦  Defining SLAs ◦  Making sure business gets value from IT services }  Strategy and Governance ◦  Understanding current and future business needs ◦  Participating in business and IT strategic planning ◦  Focusing on highest value initiatives }  Communication ◦  Identifying and evaluating stakeholder communication ◦  Acting as facilitator and translation between business and IT }  Innovation ◦  Identifying opportunities to optimize business processes or services ◦  Improving efficiency and return on investment BRM Focus Areas
  • 13. © 2016 MTE Advisors. All Rights Reserved 13 }  Webster’s definition: “the act of converging and especially moving toward union or uniformity” }  Roles/activities that were traditionally embedded in the IT are now embedded in the business }  It is not merely “IT-Business Alignment” anymore ◦  This implies that there are two separate entities trying to work together but still remaining separate }  IT-Business convergence means that both entities are moving to become one unit What is Convergence?
  • 14. © 2016 MTE Advisors. All Rights Reserved 14 }  Do you know the goals, objectives and priorities of the business? }  Do you understand what the business regards as value? }  Are you familiar with the key business processes and functions it uses to deliver them? }  Do you understand how the business makes decisions? }  Does the business "trust" IT? How do you evaluate the relationship?
  • 15. © 2016 MTE Advisors. All Rights Reserved 15 }  Level 1: “Ad-Hoc” ◦  Little or no relationship between IT and business }  Level 2: “Order-Takers” ◦  The business will engage IT only when they need something }  Level 3: “Service Provider” ◦  The business helps set priorities but not always with input from IT }  Level 4: “Trusted Advisor” ◦  Business understands IT capabilities and trusted level of cooperation }  Level 5: “Strategic Partner” ◦  Shared goals for maximizing value and minimizing risks The BRM Levels As defined by the BRM Body of Knowledge (www.brminstitute.org)
  • 16. © 2016 MTE Advisors. All Rights Reserved 16 }  BRM’s need to move away from thinking of the relationship as “me” and “them” to more as “us” }  It is not “their” business; it is “our” business }  It is not “what can I do for you” but more “what can we to together” to achieve our mutual goals Becoming more Strategic
  • 17. © 2016 MTE Advisors. All Rights Reserved 17 }  One of the goals of the BRM is to grow the business by shaping demand, and marketing new ideas and opportunities that create value }  A BRM can help convey the business needs to the IT department and manage business expectations }  To help the business and IT speak the same language }  IT does not just support the business but in fact it enables and transforms the business }  With true convergence, IT is a strategic partner with the business and not just an "order taker" The Goal of the BRM
  • 18. © 2016 MTE Advisors. All Rights Reserved 18 Have you experienced this?
  • 19. © 2016 MTE Advisors. All Rights Reserved 19 }  Communicate clearly, negotiate, listen, mitigate conflict, build alliances and achieve desired results using strong interpersonal and diplomacy skills }  Work closely with others on intangible issues across organizational and business-entity boundaries }  Have knowledge of technology risks and opportunities are shared to improve the efficiency and effectiveness of the organization }  Act as advocates on behalf of business stakeholders to ensure IT services meet their business priorities and needs }  Communicate decisions, priorities and relevant project information to appropriate levels of staff regarding service requests, projects and initiatives Characteristics of the BRM
  • 20. © 2016 MTE Advisors. All Rights Reserved 20 THANK YOU! Mark T. Edmead IT Transformation Consultant/Trainer Email: mark@mteadvisors.com LinkedIn: http://www.linkedin.com/in/markedmead Blog: http://www.cio.com/blog/it-convergence-factor/ Twitter: @MTEAdvisors