As a participant of Midmarket CIO Forum, you are given the opportunity to benefit from the Info-Tech offering (membership, advisory services, diagnostics & benchmarking, tools, templates including policies and job descriptions, vendor contract review and negotiations, and alignment tools) while having the overlay of the peer to peer vetting and communications. See the overview here and set up a call to speak in detail: https://calendly.com/MeetHilary/IT

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Hilary Badoian , EVP Client Services
786-361-0454 X101
hbadoian@boardroomevents.com
https://calendly.com/meethilary/it

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Executive Summary
Our Mission is to provide
better research than anyone.
We are the world’s fastest growing
IT research and advisory company.

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Info-Tech Research Group is the world’s fastest growing
information technology research and advisory company,
proudly serving over 30,000 IT professionals.
We are, by far, the most innovative firm in the industry
and we pride ourselves on providing better research than
anyone.
We produce unbiased and highly relevant research &
tools to help IT professionals make strategic, timely, and
well-informed decisions that drive IT improvement.
We partner closely with IT teams and service
professionals to provide everything they need – from
actionable tools to in-person analyst guidance – to
deliver measurable results for their organizations.
The Info-Tech Advantage
Our Data-Driven Insight Program enables IT
organizations to objectively measure their performance,
develop key initiative plans with role-based roadmaps,
access our innovative research and industry experts, and
systematically improve performance year over year.
We move beyond reports, providing in-person
experiences and expertise that drive sustainable IT
improvement.
As the fastest growing and one of the top 10 largest IT
research and advisory companies in the world, Info-Tech
is well positioned to address your key IT strategic
initiatives and provide state-of-the-art technical analysis
on a variety of IT subjects.
About Us

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Outsell, a leading research and advisory firm that provides actionable
market analytics for the information industry, has ranked Info-Tech as the
leader in the IT research arena. We ranked above all of our competitors,
including Gartner, Forrester, and IDC.
How We Compare
“Info-Tech Research Group is an interesting
leader as it has seen 15% to 20% revenue
growth rates the past couple of years and has
grown into a solid firm with a solid footprint
among CIOs…It built a robust set of web-based
tools and provides actionable data as well as
advisory services for its target market…The
company has found a need it could fill and has
been growing quickly in a market space that
was largely under served.”
For activities that are particularly innovative and
being in touch with market dynamics, Outsell
has ranked Info-Tech as one of the top 10
companies to watch.

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At Info-Tech Research Group, our research agenda is driven
by three factors:
Projects our clients are working on
New technologies or processes that are being
adopted in the market
Insight and product knowledge of our analysts
Info-Tech’s research is written based on observed best
practices, key implementation steps, world-class research,
years of expertise, and encompasses a broad range of
technology topics that provide a base knowledge for all
technology leaders.
Research is designed to be action-oriented and outcome-
driven, for example building an effective process for mobile
device management.
All topics covered in our Blueprints are organized into four
research silos – Applications, Infrastructure, Management &
Governance, and Talent & Leadership – and then are further
categorized based on more specific areas of IT such as
Information Management, Network & Communications, or
Innovation.
All of our project Blueprints, tool, templates, and other
deliverables are easily found via the Info-Tech website.
Our research planning methodology incorporates new and
emerging technologies while soliciting member feedback to
ensure our research agenda covers the topics that matter
most.
Some examples include: cloud computing, cloud storage, the
latest offerings from Microsoft, data management, mobile
device management, IT governance, and project
management.
Research Methodology
DATA–DRIVEN INSIGHT PROGRAM

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Stage 1 - Project Approval
Each best-practice project Blueprint starts as a proposal for the
Research Agenda. The project proposal outlines scope, client challenge,
and client value. Each proposal is reviewed by a panel comprised of lead
analysts, research management, and Info-Tech executives.
Stage 2 - Scope Refinement
The project team – comprised of lead, senior, and junior analysts –
contacts clients and noted experts in the field. Clients are interviewed to
clarify specific challenges and identify expectations for how the research
would be of greatest value. Experts, including consultants, practitioners,
academics, and authors, are contacted to understand leading opinions
and practices. Secondary research is conducted by the team to
determine the current schools of thought about best practices. With this
information, the project team develops a draft point of view and set of
hypotheses around best practices and insights that will be further
developed during the course of the project.
Stage 3 – Analysis
Through additional analysis, hypotheses developed in Stage 2 are
validated or refuted. The best-practice Blueprint, including the supporting
tools and templates, and the workshop are developed. Research teams
test conclusions and recommendations, and associated tools, with
clients and experts who have agreed to provide feedback on project
results.
Content Review: Weekly, research results and documents are reviewed
with the research management team. The purpose of this review is to
challenge and strengthen conclusions, explanations, and
recommendations.
Research Process
The quality and credibility of the advice and recommendations contained in our best-
practice research is of the utmost importance to Info-Tech. Each research project follows
the same approach to ensure that sound research and analysis practices have been
applied.
Stage 4 - Road-Testing
During project development, we test our research by engaging clients in
on-site workshops. The feedback gathered in this workshop is
incorporated into the final product.
Stage 5 - Executive Review
Once the best-practice Blueprint is complete, it is submitted for executive
review. A panel of lead analysts, research management, and Info-Tech
executives score the Blueprint to ensure the following:
• The recommended project steps are adequately supported by primary
and secondary research
• The research insight is applicable to the target client group
• The recommendations are actionable and will yield measurable results
• The best-practice Blueprint offers tangible value for clients
DATA–DRIVEN INSIGHT PROGRAM

7. Innovator/ Transforms
Business Partner/ Expands
Trusted Operator/ Optimizes
Firefighter/ Supports
Unstable/ Struggles
Reliable Technology
Innovation
Executive Execution on Business
Projects
Executive Fulfillment of Work
Orders
Reliable Infrastructure of IT Service
Desk
Inability to Provide Reliable Business
Services
90-100%
80-90%
70-80%
60-70%
< 60%
Satisfactio
n
Follow our standardized path to
drive IT maturity & effectiveness
for your department.
DATA–DRIVEN INSIGHT PROGRAM
Info-Tech Research Group
Maturity Model
On average, our clients see
their stakeholder satisfaction
scores get 20% closer to a
perfect score each year.

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3.0 Additional Services
Our practical tools help you
deliver measurable results
A comprehensive set of tools to
effectively manage your IT department

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Benchmarking
Diagnostic Programs
Additional Info-Tech Services
Begin using a fact-based, data-driven
approach to managing IT.
Stop flying blind, objectively identify what needs to improve with robust, client-tested
diagnostic programs.
A number of firms, including the Big Four, have been in the ‘giving us advice’ business for
some time but none of them have been able to give us analytics that spell out the trouble
areas more clearly than Info-Tech.
CIO
Fortune 100 Firm
Logistics

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CIO Business Vision
Ask your business stakeholders what they
really think of IT. Quantify IT’s successes by
benchmarking performance against
industry peers and previous-year metrics.
✓ Done in just 15 minutes
✓ Comprehensive scorecard of IT satisfaction
✓ Completed by stakeholders from all departments within the
business
IT Management &
Governance
Ensure every IT process has an owner, that no
single person is accountable for too many
processes, and that processes are prioritized
based on their importance to the business.
✓ Done in just 15 minutes
✓ Organize your team’s focus for the year
✓ Understand your team’s capabilities
✓ Completed by internal IT department
Application Portfolio
Assessment
Assess the health of the Application Portfolio
with a view of the effectiveness, criticality, and
utilization of each app being used by your end
users.
✓ Done in just 10 minutes
✓ Realize immediate cost savings through data- driven
app rationalization
✓ Completed by all end users within the company
Project Portfolio
Management Assessment
Uncover insights into Governance Structures,
Portfolio Management Processes, and
Oversight Processes to conform PPM best
practices.
✓ Done in just 10 minutes
✓ Understand if you’re working on the right projects
✓ Improve process efficiency
✓ Completed by the PMO
CEO-CIO Alignment Program Ensure that IT is aligned on the business’
goals for IT and budget expectations.
✓ Build your relationship with the CEO
✓ Done in less than 15 minutes
✓ Completed by head of the business and head of IT
IT Security Diagnostic
Program
Quantify IT security performance through
benchmarking against industry peers and
previous-year metrics.
✓ Done in just 10 minutes
✓ 3 steps to pick from
✓ Breathe easily with the knowledge you are
complying with best-practices
✓ Completed by CISO, IT leader
End User Satisfaction
Program
Quantify how satisfied IT’s end users are with
provided services, allowing you to determine
which areas require improvement.
✓ Keep tabs on the sentiment towards IT on the
ground floor
✓ Completed by all end users within the company
✓ Done in just 15 minutes
OUR DIAGNOSTIC
LIBRARY
PRODUCT FEATURES
+ AUDIANCE

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• 80+ customizable Vendor Landscapes™ to help
you select the right technology solution
• New Vendor Landscapes published weekly and
updated annually or as needed
Vendor Landscape topics are chosen based on market and
member demand, and Info-Tech works with the individual
vendors to gain an in-depth knowledge of that particular solution.
Info-Tech firmly believes in providing unbiased research;
therefore, all Vendor Landscapes are written from a staunch
perspective of objectivity.
What’s Included:
1. A matrix that enables clients to adjust vendor rankings
based on the features and offerings that are most important
to them.
2. An in-depth report that:
a) Explains how vendor rankings are broken down,
b) Reviews each vendor and solution considered in the
Vendor Landscape,
c) Provides insight and best practices related to that
technology.
3. Unlimited analyst calls to discuss the various technology
solutions and features you should consider for your
organization.
Our members find Vendor Landscapes to be extremely helpful in
narrowing down their technology solution choices and making
easy yet well-informed decisions.
Example Vendor Landscape:
Content and Email Archiving
Vendor
Selection
Additional Info-Tech Services

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Contract
Negotiation
Send your purchase or renewal contracts (e.g. Microsoft, SAN
storage, data center co-location) to our analysts so that we
can review the contract, identify business risks, and provide
insights.
Through a phone consultation, our analysts provide you with
tailored insight into potential savings, compliance issues,
appropriate feature options, and general best-practice tips for
your contract negotiation process.
Unlike other vendors, Info-Tech does not take a percentage of
any savings realized from this service or charge an additional
fee for this valuable service.
After your call, we send a follow-up report to summarize the
review and provide any additional advice we may have.
Document review calls are scheduled, one-hour calls but can
be extended into a series of calls depending on the scope of
the review. Document reviews include procurement
agreements, business plans, and requests for proposal.
Additional Info-Tech Services
Secure the right deal and save
thousands to millions of dollar.

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Job Description, Policy &
Template Library
Additional Info-Tech Services
140+ Job Descriptions including:
• Application Development Manager
• IT Asset Manager
• Scrum Master
• Chief Data Officer
• Network Engineer
1300+ Templates including:
• SOP Template
• Strategic Plan Template
• IT Steering Committee Charter
• Data Center Relocation Project Charter
• Project Plan Template
90+ IT Policies including:
• Internet Acceptable Use Policy
• Patch Management Policy
• IT Triage and Support Policy
• Change Management Policy
• Email Acceptable Use Policy
Never start from scratch again. Use our library of
practical tools and customizable templates.

14. On-Site
Workshops
Example: Business Intelligence Vendor Selection
Workshops that drive results.
Project Workshops
A valuable way to plan your IT
project implementations. Take
advantage of our know-how and
facilitation skills featuring an
innovative workshop held onsite at
your location.
Process Workshops
A dynamic way to enhance your
core IT processes and build a
world class operation. Engage
your IT team onsite at your
location in an innovative
workshop.
Day 1 Day 2 Day 3 Day 4 Day 5
Workshop Preparation (Offsite)
Business Case & Enterprise
Requirements
Define Business Area
Requirements
Formulate Vendor Selection
Criteria
Define Selection Tactics and
Implementation
▪ Workshop Objectives and
Scope Planning
▪ Confirm workshop objectives
and scope
▪ Identify up to three areas that
will contribute in the
workshop
▪ Set workshop Agenda and
secure participants’
commitment
▪ Information Gathering
(offsite)
▪ The case for BI/Analytics
▪ Industry Outlook BI/Analytics
▪ Enterprise Level - Business
Requirements
▪ Identify business goals,
objectives, and stakeholders
▪ Identify high-level
data/analytics requirements
▪ Map business needs to key
features of BI/Analytics Tools
▪ Discuss Business BI/Analytics
Challenges and Opportunities
▪ Identify business needs
▪ Map business needs to key
features of BI/Analytics Tools
▪ Discuss authoritative data
environment
▪ Identify challenges,
opportunities, &
environmental constraints
▪ Solution architecture
▪ Consolidate workshop’s
outcome & rationalize
requirements
▪ Develop high-level solution
architecture
▪ Discuss requirements in the
context of vendors’ offerings
▪ Refine requirements
▪ Shortlist vendors
▪ Develop vendor selection
tactics and approach
▪ Define the Select and
Implement Project
▪ Create use-case scenarios for
vendor demos
▪ Develop vendor demo script
▪ Define high-level
implementation strategy
▪ Define high-level
implementation roadmap
5-Day Workshops -$15K
Additional Info-Tech Services

15. More Effectively Manage IT Policies
with Less Effort
The myPolicies application is an online policy
management solution that streamlines the creation,
approval, distribution, and monitoring of corporate
policies, procedures, and forms
Restore Order to your Policies
Store all of your most up-to-date policies in an easy to
navigate central repository.
Automate Policy Management
Collecting signatures has never been easier with
myPolicies’ effortless document distribution and
tracking.
Stop Writing Policies
Never write another policy from scratch with over 150
best practice policy templates.
One-Click Reporting
Quickly and confidently report on policy activity that
matters to you, your stakeholders, and your auditors.
Part of our Rapidly
Growing set of Innovative
Tools & Diagnostics
My Policies is included with any
Enterprise Wide Membership
Additional Info-Tech Services

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Emerging Trends
& Predictions
Mark Anderson
Info-Tech Research
Fellow and CEO,
Strategic News
Service™
Info-Tech’s Predicting the Future reports are written by Mark Anderson, founder and
CEO of Strategic News Service™, the world's most reliable source of advanced
information at the intersection of technology and the economy. Predicting the Future
covers must-have information for strategy development and business technology
planning from a global perspective.
Mark Anderson’s predictive reports have an unmatched publicly graded prediction
rate of over 94% and are actively followed by Bill Gates, Paul Jacobs, Michael Dell, and
many other global industry leaders.
Predicting the Future provides you with need-to-know information that will position
you as a forward thinker among industry peers.
Topics include:
• Cyber Security
• Software Quality
• Global Trends in Emerging Markets
• Special Reports on Amazon
• Internet of Things
• Science into Technology
• Technology and Genetics
• Healthcare Technology
• Big Data
• Sustainability & Energy
Additional Info-Tech Services

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Additional Info-Tech Services
LEAP
Leadership Enhancement & Acceleration
Program for High Potential Employees
Launch conversation with LEAP
Participant and LEAP Alum
Launch conversation with CIO
(and Manager) about LEAP
Participant
Light 360
Feedback
Orientation
Webinar
Experience 1
Embracing
Executive
Leadership
Project
Mentoring
Experience 2
Next Generation
Talent
Development
Project
Mentoring
Experience 3
Innovation
Project
Mentoring
Experience 4
Client
Engagement
Project
Mentoring
Experience 5
Executive
Teamand Board
Engagement
Project
Mentoring
Experience 6
Capstone
Light 360
Feedback
Alumni Program
Orientation
Webinar
Year
3
Year
2
Year1Pre-Program
LEAP spans 3 years including 6 in-person sessions with
high potential staff from other leading IT organizations
and 360 degree assessments to quantify improvements.
LEAP addresses the widening gap between
the growing demands on future IT leaders
and development programs that historically
excelled more in technical mastery than
capabilities like leadership, talent
development, innovation, client engagement,
and executive engagement.
Info-Tech’s faculty designed LEAP to cost-
effectively develop your future leaders
functionally through a unique set of
experiences, peer to peer learning, and year
long reinforcement of lessons learned in their
actual work.
No other program matches it or its ability to
nurture key skill improvements and
professional network, as well as engage your
most valuable staff.

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Let’s schedule a call
to discuss how we can help you!
Hilary Badoian , EVP Client Services
786-361-0454 X101
hbadoian@boardroomevents.com
Click to find a time that works for you:
https://calendly.com/MeetHilary/IT