slideshare introducing whitebridge v1.0

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Introducing Whitebridge

January 2013 Gerwin Pol

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Introducing Whitebridge 1206-WBC PRE18 – v1.0 January 2013 – page 1

Whitebridge

Table of Content

•  About Whitebridge

•  Market place challenges and opportunities

•  Our approach

•  Our collaborative relationships

•  Our solutions

•  Our people




Whitebridge

Table of Content



•  Our approach



•  Our people




WhitebridgeAbout Whitebridge •  Whitebridge was formed by a group of IT governance, legal and sourcing industry practitioners

who’s collective objective is to improve the adoption, integration and automation of sourcing practices to enable customers and suppliers to gain real benefits and advantages from sourcing relationships as the market matures.

•  Whitebridge has strategic collaborative relationships across EMEA and in the US and Asia as well as links to industry forums, which support the delivery of it’s client solutions and ongoing review of performance and relationships.

•  Whitebridge tracks the evolution of various industry methodologies and standards including eSCM, ITIL, CMMi & PMI, ISO 37500 etc. in order to provide an overall ‘e2e’ integrated approach between the touch-points of the specific standards and the processes they align to and the software used to support them in the delivery of sourcing services.

•  This approach enables Whitebridge to tailor its solutions to fit the client situation and adapt its methodology to enable an efficient and effective approach to IT governance and sourcing.

The key focus for Whitebridge is on helping clients to build ‘the bridge’ between supply and demand from a sourcing perspectiveSh




Whitebridge

Table of Content



•  Our approach



•  Our people




WhitebridgeThe Sourcing Market is maturing, but its still hard-work to bridge the

gaps and make Sourcing ‘deliver it’s promise’

Com

plex

ity /

Mat

urity

‘70/’80 2000 2005

Outsourcing Era

Strategic Sourcing

Era

Multi- Sourcing

Era

Cloud, Crowd and Networked -

Sourcing Era

1:1 Relationship

1:N Relationship

M:N Relationships

‘Transaction’

2010 - Future

‘Mind the gap’

‘Bridging the gap’

‘Future Proofing’

Client challenges and gaps: •  On-time Project Delivery •  Service Quality •  Effective cost management •  Integrated Strategy and Governance •  Innovation and adopting new technology

to support the business •  Collaborative Relationships •  Appropriate Retained Competencies •  IT Process Standardization




Whitebridge

Whitebridge focuses on helping clients to bridge the gap from the Strategic Sourcing Era to the Multi-Sourcing Era - building the foundations for on-

going future proofing as the sourcing industry continues to evolve

Single Relationship Portfolio of Relationships

Sourcing Strategy ‘Results Focussed’ IT, Strategy and Governance

Specialized Consultancies Key Internal Competence

Strategic fit Innovation and speed of improvements

‘Bridging the gap’

Craftmanship Standardized, IT Supported & Automated

‘The Bridge’

‘Bridging the gap’ ‘Strategic Sourcing Era’ ‘Multi-Sourcing Era’




Whitebridge

Table of Content



•  Our approach



•  Our people




Whitebridge

Four reasons why Whitebridge provides exceptional value for its clients through its ‘game changing’ approach

•  Expert based consulting. Whitebridge Consulting entity is structured as a cooperative. Clients work with experienced sourcing advisors directly. Each advisor is an entrepreneur incentivized to provide the maximum value to the client whilst being networked together in a collaborative knowledge sharing environment.

•  Knowledge transfer at the core. In their engagements Whitebridge advisors are focused on educating the client, which reduces the consultancy dependency scenario. Even more, Whitebridge’s mission is to help improve the maturity of the overall Sourcing profession. Whitebridge advisors are working on multiple standards committees and industry bodies. Taking the lead, Whitebridge is sponsor and co-founder of the Sourcing Exchange to provide an advisor independent source of knowledge, information and collaboration.

•  Maturity out of the box. Automation and standardization are core to Whitebridge engagements. Whitebridge is working with multiple Independent Software Vendors to develop a toolset that will help clients to adopt and implement standards and certified processes straight out of the box. Also Whitebridge is using these tools in its engagements to eliminate the need for multiple consultants on the ground, providing the direct access to the expert advisors.

•  Value based fee structure. Because of this, clients only pay for the advisors working on their project and still have available the full value of the Whitebridge network. Whitebridge advisors and associates tightly work together through a propriety social media network. The cooperative structure eliminates the traditional typical ‘overheads’, therefore increasing the value directly to fees paid.




Whitebridge

Table of Content



•  Our approach



•  Our people




WhitebridgeWhitebridge actively supports the development of standards and aligns its

methodology and approach to eSCM, ISO 37500 and other key industry standards –  Alignment with eSCM (eSourcing Capability Model, similar to CMMi, also developed by Carnegie

Mellon University) and other industry standards to provide ‘industry driven approach’ –  Pragmatic solutions using industry checklists and repository for templates and best practices –  Integrated methodology for strategic, change and operational content for developing knowledge,

maturity and standardisation through automation

Sourcing Strategy and IT Governance

Sourcing Change Initiatives

Sourcing Management - Operational Reviews

ISO 37500 - Outsourcing

eSCM

PMI

CMMi

ITILv3

TOGAF

Security

COBIT

BS 11000 Collaborative

Business Relationships




Whitebridge

Whitebridge is a key sponsor of the Sourcing Exchange – which is focussed on being a ‘Sourcing Professional’ dedicated multi level community

•  Sourcing Exchange is a multi level community for Sourcing Professionals ▫  Online community, focused on sharing of information,

leveraging the collective knowledge and experience of the members

▫  Face 2 Face events focused on sharing of information, networking and advancing the members in “real-life”

▫  Professional Development, as the Sourcing Exchange is focussed on improving the overall maturity of the profession and market, professional development opportunities are key to its members

▫  Market Place, this is a space where information is found or gather on the market place (players, services, solutions)

▫  Business Exchange, this is a set of tools and functions that will help the sourcing professional in to be more successful in his day-to-day realizing of his/her goals

•  Access ▫  Parts of the community will be open to anyone, eg. Blogs ▫  Sourcing Professionals and Business Partners will have

access to the open sections of the online community, the free tooling and the free meetings

▫  Service Recipient staff will have dedicated areas that are invitation only

Market Place Market Consultation, Innovation

Challenges, eRfI, Market Place info

Online community Blogs, Challenges, Benchmarks,

Standards, Expert Q&A

Face 2 Face Events Meetings, Conferences, Best

Practice Sessions, Round Tables

Business Exchange Deal Accelerator, Transition Navigator, Contract Lifecycle

Manager, etc.

Professional Development Training, Certification, eLearning,

Webinars




WhitebridgeWhitebridge works with its partners to develop a tool supported sourcing

approach and process automation

•  Traditional sourcing events have a high degree of custom process and tools, leading to high support cost as % of the deal size (1% for large deals to 2-5% or more for small deals)

•  Available tooling is procurement, service management and/or M&A focussed. The tooling does not take the complex nature of sourcing into account

•  Available tooling is not integrated across the sourcing life cycle

•  Whitebridge’s approach, unlike traditional sourcing processes, leverages tooling to provide an accelerated, interactive and innovation driven process

Procurement space

Sourcing advisor space

Sourcing event cost as a %

of deal size

Deal size

Traditional advisor supported

Deal Accelerator supported

Example ‘Deal Accelerator’




Whitebridge

Table of Content



•  Our approach



•  Our people




Whitebridge

Supply Side Demand Side ‘The Bridge’

Strategy, Innovation & Governance

Change

Operations

Managing Suppliers

Managing Support

Functions

Managing Services & Technology

Managing the Office of

the CIO

Managing Customers

Supplier Portfolio

Service & Technology

Portfolio

Customer Portfolio M

anag

emen

t D

eliv

ery

Whitebridge Solutions

Focussed on building ‘the bridge’ between customers and suppliers •  The Supplier Portfolio - Strategy, Change Initiatives and Operational Management solutions

which are integrated, aligned to standards and end to end customer focussed.

Sourcing Strategy and IT Governance

Sourcing Change Initiatives

Sourcing Management - Operational Reviews




Whitebridge

Whitebridge Tender approach Maximize Competition and Interaction

Key Characteristics Approach •  Pre-work upfront (Draft Agreement, Due Diligence Prep.) to allow for clear requirements and solid

response, speeding up the later stages •  Maximizing competition (SPs have a large chance of winning, thus increasing eagerness) •  Highly interactive approach shaping the solution and aligning on the agreement instead of focussing on the

negotiations •  Ensuring integration of the relationship into the existing (service) environment before starting transition

Typical elapse time, excl. Transition & Transformation: 9 to 12 months

Transaction Brokering Gates

I - Analyse

II - Define

III - Solution

IV - Contract

V - Integrate

VI - Transition

VII Transform

•  Longlist (7-10)

•  Sourcing Initiation Decision

•  High Level Business Case

•  RfI •  Shortlist

(3-4) •  Draft

Agreement •  Detailed

Business Case

•  RfP •  Initial Bids •  Finalists (2) •  Market

Tested Business Case

•  BAFO •  Preferred SP •  Signed

Agreement •  Negotiated

Business Case

•  Integrated Solution

•  OLAs •  Detailed

Transfer Plan

•  Integrated Business Case

•  Existing Services Transferred

•  Sourcing Gov. and Mgmt Plan Effective

•  Transferred Business Case

•  Service Environm. Implement.

•  Transform. Business Case




Whitebridge

Standard Approach: Key Deliverables per Stage

I - Analyse

•  Current State Report

•  Market Scan – Longlist Selection

•  Proposed Sourcing Approach

•  Governance Model

•  Impact and Risk Selection

•  High Level Business Case

•  Sourcing Implementation Plan

•  Sourcing Initiation Decision

II - Define

•  Prepare Short List Selection (RfI)

•  Data Collection •  Shortlist

Selection •  Prepare Draft

Agreement, incl. SoWs SLAs

•  Prepare Transfer-out (HW, SW, People)

•  Prepare Finalist Selection – RfP and Evaluation Model

•  Detailed Business Case

III - Solution

•  Send out RfP and draft Agreement

•  Confirm Existing Conditions

•  Site Visits •  Communicate

Requirements •  Evaluate

proposals •  Select Finalists •  Market Tested

Business Case

IV - Contract

•  Clarify proposals finalists

•  Align with finalists on Agreement & Schedules

•  Detail Transition & Transform. Plan

•  Best and Final Offer

•  Negotiated Business Case

•  Select Final SP •  Sign Agreement

V - Integrate

•  Validate and integrate Transition and Transform. Plan

•  Complete Transfer Plan

•  Detail Sourcing Management Plans

•  Complete Comm.Plan

•  Prepare Service Integration

•  Integrated Business Case

VI - Transition

•  Transfer Resources

•  Transfer People (optional)

•  Transfer Knowledge

•  Implement Transition Plan

•  Implement Sourcing Governance and Management Plans

•  Transferred Business Case




Whitebridge

Example RfP Structure and Components Whitebridge has templates and checklist for all components

•  RfP Instructions, including: ▫  Scope ▫  Objectives ▫  RfP Process

•  Enclosure A – General Response Format and Template, including: ▫  Compliance to Legal Terms ▫  Compliance to Schedules ▫  Proposed Approach

•  Enclosure B – Financial Response Format ▫  Cost Summary ▫  Ongoing fees ▫  Transition fees ▫  Hourly Rates ▫  Pricing Assumptions

•  Enclosure C – Draft Agreement ▫  Master Services Agreement ▫  Services Agreement Schedules ▫  Services Agreement Attachments

•  Enclosure D - Additional RfP Information

•  Enclosure E – Data Room Protocol




Whitebridge

Example Sourcing Agreement – MSA & Schedules can be simplified based on scope

Master Service Agreement

1. Definitions 2. Relationship Governance

2.1 Strategic Objective Statement

2.2 Demand Management

Plan

2.3 Contract Management

Plan

2.4 Measurement Charter

2.5 Key Personnel

2.6 Audit Requirements

2.7 Security Policy

2.8 Acceptance Procedure

Services

3.1 Advisory & Staffing Services

3.2 Project Services

Operational Services

3.3 Service Integration

3.4 Application Services

3.5 Application Hosting

3.6 ITSM Tooling

4. Pricing

4.1 Pricing Sheet

4.2 Travel Policy

4.3 Inventory

Relationship Change

5.1 Transition & Transformation

Plan

5.2 Exit Plan

5.3 Human Capital Plan

5.4 Communication

Plan

Legal

6.1 Data Processing Agreement

6.2 Transfer Agreement Template

6.3 Confidentiality

Agreement




Whitebridge

For exchange of information during the tender process Whitebridge uses a Virtual Data Room Why •  Secure access to (sensitive and confidential, e.g. HR) information •  Secure and controlled sharing of, and access to Due Diligence information •  Tracking of questions and answers •  Process control (notifications, responses, negotiations)

Characteristics •  Easy and secure access via web browser •  No software installation •  Available instantly and anywhere •  Protection from threats with two-factor authentication and service provider/

administrator shielding •  Tamper-proof audit trail of all data room activities helps ensure compliance •  Process tool (notifications, Q&A, tasks)




Whitebridge

Table of Content



•  Our approach



•  Our people




Whitebridge

Example CVs

•  Gerwin Pol, Managing Partner Europe and Benelux •  Alexander Dortland, Managing Partner Benelux •  Martin Stacey, Managing Partner UK •  Adrian Quayle, Managing Partner UK •  Alberto, Managing Partner South Europe

Depending on the timing and scope of the engagement other CVs are available.




WhitebridgeGerwin Pol Managing Partner Europe and Benelux

•  Gerwin Pol, founder and Managing Partner of Whitebridge Consulting, with over 20 years experience in business and IT strategy, has worked on a full range of sourcing assignments spanning all phases of the sourcing lifecycle

•  Formerly Gerwin was Sourcing Program Manager at Dutch Insurance Company, reporting to the CIO (spanning an external spend of 120 million Euro). Designing and implementing the new central organization for IT supply and supply management of external suppliers, and restructuring of the supplier portfolio, including the restructuring of the infrastructure deal (65 Million per annum)

•  Recently Gerwin was interim Head of Sourcing & Vendor Management reporting to the CIO, responsible for establishing the Sourcing & Vendor Management Office inside a Pan-European IT Organization of a European Manufacturing company. This includes the outsourcing of the infrastructure and retendering the application development and maintenance contracts

•  Gerwin is co-author of a book on the critical factors of outsourcing success, has published multiple articles, and presented on numerous occasions on sourcing related topics




Whitebridge

Alexander Dortland Manager Partner Benelux

•  Alexander is a Managing Partner of Whitebridge Consulting and is responsible for Strategic Sourcing assignments across the Benelux.

•  Alexander has over 15 years of experience in strategic business and IT projects. He has had multiple roles and has carried out multiple types projects in Strategic Sourcing, IT programme management and IT Innovation. He has experience in a wide range of industries including, Education, Financial Services, and Telecoms.

•  Before joining Whitebridge in 2010, he was Transition Manager Sourcing at Delta Lloyd Group and program manager at INHOLLAND and Leiden University Colleges. Alexander specializes in complex programs in complex environments. Alexander is focused on creating business value and innovation. He easily understands strategic sourcing and architectural success factors and drives results by getting things done. Before that he has worked as business consultant for KPMG Consulting.

•  Alexander is co-author of a book on creating business value through IT and communication media, has published multiple articles, eg. on innovation and IT architecture, and presented on numerous occasions on sourcing and innovation related topics.




WhitebridgeMartin Stacey Managing Partner UK

•  Martin has more than 20 years experience in advising clients on strategy, change management, organizational design, governance, outsourcing & procurement activities, and is responsible for the UK activities of Whitebridge.

•  During his career he has completed a number of client assignments - including: The development of client sourcing strategies and assisting organisations with change management programs. Participating and supporting a range of client sourcing & procurement projects. Developed client management, governance and sourcing capabilities.

•  He has presented at conferences, published a number of research notes and papers covering major aspects of Strategic Sourcing. He was also a major contributor to the book 'Multisourcing ‘ and developed a leadership group for clients covering best practices in outsourcing.

•  Prior to Whitebridge he worked as a Director for TPI, Gartner and Morgan Cambers (Now part of KPMG/EquaTerra). During his business career he has held a number of senior management positions.

•  Martin is a Chartered Management Accountant with a BA (Hons) Degree in Business Studies and a Diploma in Marketing.




WhitebridgeAdrian Quayle Managing Partner UK

•  Adrian is an experienced Sourcing Consultant working with a wide range of clients and service providers across all areas of the Sourcing Lifecycle. This has included a number of engagements relating to the management of multi-sourced environments including the positioning of the service integrator role.

•  As a Board Member of the National Outsourcing Association (NOA) he represented the outsourcing industry on the British Standards Institution (BSI) Committee which recently drafted the new British Standard on Collaborative Business Relationships (BS11000). Adrian is also Chair of the ISO Committee on Outsourcing (PC/259). This committee has recently produced an initial draft document to set out good industry practice for use by outsourcing customers, providers and advisers world-wide.

•  Prior to this from 1995 to 2010, as Vice-President Gartner Consulting, Strategic Sourcing EMEA Adrian Quayle led and delivered client engagements throughout EMEA and worldwide. Prior to this he was a Vice President in Gartner Measurement EMEA, and a Principal Consultant for ACT Business Systems.

•  Mr. Quayle earned a BSc Electrical Engineering and Electronics and a Diploma in Management Studies (DMS). He is a Chartered Engineer, a Member of the UK Institute of Management and a Member of the Institution of Engineering & Technology (IET).




WhitebridgeAlberto Parolo Managing Partner South Europe

•  Alberto is an Executive Consultant with deep experience and leadership credentials in customer-connected areas (sales, marketing, customer care, projects, delivery). He has a sound experience both as senior advisor and as director in projects concerning deep change: integration, transition/migration and outsourcing.

•  His advisory experience includes major ICT European outsourcing deals (network, data center, SAP infrastructure, workplace, service desk), in the roles of project director and transition manager for the customer.

•  Fluent in four languages, Alberto spent most of his career in large multinational enterprises and international organizations (Council of Europe) managing international teams. Prior to consultancy, he held IT senior roles at British Telecom, Telefònica group, Fiat Group, Council of Europe, IBM joint ventures.

•  An international and multicultural team builder. Quick. Optimistic. A leader and positive thinker in complex and difficult negotiations. Unquestionable integrity.

•  Teaching experience on technology, ICT strategy and communication. He gave courses at MBA and led training programs in enterprises.

•  Alberto holds a Master degree in Electronic Engineering and Computer Science from Turin Polytechnic, Physics at Boston College, MBA courses at Corep, and postgraduate training at London Business School.




Whitebridge

Contacts

Whitebridge Consulting BV Gerwin Pol Managing Partner De Atoomclub Rotterdam Vlaardingweg 62 3044 CK Rotterdam The Netherlands Mob: +31 6 57 32 46 52 Email: [email protected]

slideshare introducing whitebridge v1.0

Business

wbc pre18 v1

published multiple articles

managing partner

sourcing exchange

sourcing lifecycle

strategic sourcing

collaborative relationships

creating business