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CIO Case Studies

A favorite of many executives, we’ve organized the case studies from leading CIOs and Senior Technology, Innovation & Digital Executives so you can get right to their insights fast.This is the Members Only area.
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Case Study: Christian Brothers Services Cloud Project Review 

Learn from an executives how his cloud strategy has helped drive their digital transformation

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Tom Drez, CIO/CPO/CSO, Christian Brothers Services

Tom Drez serves as Chief Information Officer and Managing Director of the Information & Technology Services (ITS) Division of Christian Brothers Services (CBS).  Tom joined CBS in 1987 to lead the division and take on the responsibility to strategically apply information technology to the business as an enabler to achieve desirable results.  The ITS Division provides for operations, software and website design and development, and education.  This includes responsibilities for implementing, supporting, and maintaining all aspects of computer, telephone, and audio/visual systems ensuring that technology usage fully supports organizational goals.  He also has responsibility for information protection including privacy and security.CBS is a nonprofit organization that administers cooperative programs in the areas of health/retirement, property/casualty and consulting/technology to church organizations.

 

Beyond Digital Transformation: A Mandate for Disruptive Innovation in the Age of Amazon and CVS Health

Before a customer ever sees your product, there are hundreds of processes, tools, decisions, and people that impact its delivery. Learn more about how the CVS Health business, bswift, implemented the transformative power of low-code app development to create a wave of disruptive innovation that has impacted every aspect of its business and has the potential to redefine its industry.

* Editor's note. As this presentation was sponsored by Outsystems, I typically would not include it in this section, but chose to included it in the case study channel because I think Devin did a great job of presenting his case study as an end user/VP and had some very helpful suggestions to everyone.

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Devin Parsons, VP and Head of Digital Transformation, bswift, a CVS Health Company   ---Sponsored by OutSystems

Devin Parsons is the Head of Digital Transformation for bswift, a CVS Health Company. Having held leadership positions at Hewitt Associates, FindMRO.com, and Xerox Business Services, he brings disruptive innovation to the healthcare industry and is passionate about creating a culture of innovation at bswift and beyond. Devin also serves on the board of a Chicago area independent school and is a guest instructor as well as their Director of Technology.

 
Case Study: How I Partnered with My CMO to Create a Great Customer Experience

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Sridip (Shree) Mukhopadhyay, Vice President - Finance, Culture Studio

Chris Hayes, Vice President IT and Digital Strategy, CDO, National Business Furniture

Chris Hayes - National Business Furniture is an experienced IT Leader with a proven track record for identifying and implementing new technology and processes to increase revenue, reduce costs, and optimize systems. Chris utilizes his past experiences from Human Resources, Corporate Training, Application Development and Operations to help guide his team to build market ready products and services. In his current role as Chief Digital Officer, Chris is focused on leading National Business Furniture through their Digital Transformation.

 

 
Case Study: Digital is the Easy part of Transformation
 
Bill will discuss lessons learned on how to succeed at transforming your company to a digital company, by focusing on the most important and difficult part of transformation - the People!  He will take you throught the journey that Dwyer Instruments has embarked on to establish a strategic digital vision, to quantify what that means to the company, and how to be successful. It starts with the C Suite and getting buy in on the vision, and even more important the value to the company. Get your champion and start bring the key stakeholders on board. This is when the fun begins. Now engage the organization, your customers and suppliers.
 
He will also discuss the various levels of digital transformation and how to determine what level is right for your company. The leader of IT at any company should always be part disrupter, and digital transformation puts that role on steroids. He will show you what has worked for him, and hopefully help the you see ways that will work for you.

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Presentor:

William Hester, Director, Information Technology, Dwyer
 
Bill brings over 3 decades as a technology change agent to his role as Director of IT at Dwyer Instruments, a worldwide innovator in instrument and process automation. Since joining Dwyer 2 years ago, and with the support and faith of the Dwyer Executive Committee, he and his team are aggressively pursuing a corporate wide digital transformation. Starting with a traditional on premise legacy ERP system, Dwyer's is now aggressively implementing a strategic IT direction of cloud first, with a customer centered focus on leveraging technology as a strategic advantage for both back office and customer facing processes .
 

 

 

Case Study/ Blueprint “Digital Disruption – How Should IT Respond?”   

Digital Disruption is coming to all industries – some faster than others. What is your IT Organization’s ability to respond? Learn how to assess, organize and focus on the key steps for success.

Pharma is also going through the rapid growth of non-healthcare companies chasing after the gap in patient needs through digital solutions. This creates an urgency to shift IT’s operating model to one that thrives on agility and adaptability with the workforce of the future.
In this session, you’ll learn about the four dimensions that enable digital in IT and how we’ve applied them at AbbVie to position for success in the digital landscape going forward.

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Ray Feeney VP, IT Strategy & Architecture, AbbVie

Ray Feeney VP, Business Technology Solutions (BTS) Enterprise Stategy, Innovation and Architecture, AbbVie

Ray Feeney is Vice President, Business Technology Solutions (BTS) Enterprise Stategy, Innovation and Architecture for AbbVie. As VP of Enterprise Strategy, Innovation and Architecture, Ray works with AbbVie business functions to ensure that our organization has the necessary technology capabilities and investments aligned to where our business is going or needs to go.   Ray has expertise in scouting, incubating and commercializing emerging and disruptive technology solutions to unleash business value.

 

 

 

Case Study/Blueprint: Transitioning to a data driven decision making enterprise.

Given ALDI’s commitment to growth in the US, and the availability of modern tools that turn raw data into business information, decision making processes used internationally for decades suddenly depend on an organizational ability to consistently interpret and utilize this new information.  All easier said than done, and heavily dependent on IT’s ability to work closely with their business partners!

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Presentor:

Paul Maras, Dir IT North America, ALDI

Paul Maras currently serves as a Director of National IT at ALDI Inc.  He has enjoyed a diverse career over the last 32 years that includes experience as a H.S. mathematics teacher, professional student, Big 5 technology consultant, executive director of a Christian not-for-profit organization, and technology executive in the retail industry.  He holds a BA from Augustana College in Mathematics & Computer Science, and an MS in Applied Mathematics from Michigan State University.  Paul is married and the father of five.

 

 

Case Study Blueprint - Creating and Evolving an Innovation Program

Organizations today are struggling to cope with shifting consumer demographics, new digital technologies and business models, and changing regulations. Today, innovation remains a driving force in a defining era.  Even companies that consider themselves “fast followers” could be in trouble! Company CEO’s are increasingly realizing they need to get ahead of the curve or risk getting left behind.  But in a world where unexpected events are part of the normal course of business, how should teams leverage innovation in their organizations and decision processes?

To be successful, it’s not about investing more in technology than your competitors do.  There are many different types of organizations, with different mandates, budgets and resources. Understanding that we’re all different, there are some steps that we can all take to drive creativity in our organizations. This session will cover the five key stages that a Center for Innovation can go through regardless of your organizational model.  It will also detail simple steps that you can take to drive organizational Innovation.

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Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak, Director - Technology Innovation, Allstate

 

 

 

Blueprint/Case study of AI and Machine Learning Technologies for Security Threat Management

In this study, Shaoping will share how unsupervised machine learning (ML) based threat detection security technology helped his firm's security architecture and operations. There is much to share about the pros and cons, lessons learned. Major topics include the following: What AI and machine learning is How it is applied to security threat recognition Why it is becoming more and more important to the overall security architecture How to leverage various ML solution in your security operations

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Shaoping Zhou, Vice President, Enterprise Architecture, Information Security Officer Transworld Systems

Shaoping Zhou leads the cyber security and enterprise architecture practices in Transworld Systems Inc (TSI). He has a wealth of experiences and knowledge in design security architecture for highly sensitive data under regulation, all aspects of security controls and operations, and enterprise risk management and governance. He has innovated the development of the cyber security architecture in TSI by introducing machine learning to threat management, significantly leveraging managed security services (MSS), and simplifying security architecture landscape.

 

 

Case Study Blueprint - Innovation: Expectations from a Cultural and Organizational View

Culture is, perhaps, the most important component of innovation. Without a culture which supports, encourages and defends risks and non-conventional thinking, innovation rarely thrives. Many companies have put their stamp on the process. From how to appropriately set goals, to how to deal with failure there are many small changes you can make to angle the course of the ship towards an innovative culture. There are also common pitfalls which show up that need to be minded and avoided. During this presentation, Alex Welch will share with you his experiences in creating and growing a culture of innovation and advancement. 

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Alex Welch, Director Business Analytics, E*Trade

Alex Welch, Director Business Analytics, E*Trade

Alex Welch is the Directory of Business Analytics at E*TRADE with 8 years of experience in analytics and data. His organization is responsible for almost the entire ‘data’ spectrum, ranging from reporting, architecture design, advanced analytics, and innovation. Having worked at both Fortune 500 and mid/early stage companies, Alex has successfully built teams and programs which have elevated the organization. He was part of the core team which drove the 2016 $725M acquisition of OptionsHouse by E*Trade. He also works closely with university data science programs to help them develop relevant curriculums and position their students for successful careers.

 

 

Digital Disruption At Scale – A Case Study

Despite many organizations’ best efforts and good intentions, creating a culture of digital disruption and innovation never really gets traction. Vivek Bedi joined LearnVest in 2015 while it was a 150-person startup. That year it was acquired by Northwestern Mutual, a 160-year-old Fortune 100 company with thousands of employees. Learn how Bedi and the leadership team across LearnVest and Northwestern Mutual drove over 10 times the acceleration in velocity and innovation across the enterprise.

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Vivek Bedi, Director Consumer Experience Products, Northwestern Mutual

Vivek Bedi, Vice President – Digital Products, Northwestern Mutual

As vice president of digital product, Vivek Bedi drives Northwestern Mutual’s digital transformation through the design, development and delivery of world-class digital products and features that enhance the client and advisor experience. This includes all digital aspects of Northwestern Mutual’s client experience, mobile, client website and client services. Bedi joined the company in 2015 from Sterling Solutions, a provider of background-screening services, where he served as senior vice president of digital product and platform, focused on the company’s digital, mobile, web and B2B applications. Prior to his role at Sterling, Bedi spent 13 years as senior vice president of digital consumer communications products at Goldman Sachs.

 

Case Study/ Blueprint - Customer Experience in light of disruptive innovations

Today’s evolving and fast paced digital economies and expectations of immediacy are driving and shaping the future of investment fabric across industries. Artificial intelligence, machine learning, block chain, power of data, Fintechs and diversity of consumers are all dots that connects and influence future of customer experience. I am thrilled and look forward to sharing my thoughts and learnings around maximizing strategic investments with customer centric roadmaps. 

 

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Presentor:


Qasim Khan, Head of Technology, Investment Services, U.S. Bank

Qasim Khan heads global technology delivery teams supporting multiple products across Investment Services at U.S. bank. Thought leader and a futurist, who is responsible to drive technology strategy to enable product growth, champion innovation and drive efficiencies. Over the years, he has been in strategic and operational roles supporting delivery of new products, mergers and acquisitions, development and architecture. Prior to joining U.S. Bank, he has been in various roles with Bank of America and LaSalle Bank. He received a Bachelor of Science in Mathematical Computer Science from University of Illinois at Chicago and his Master of Business Administration from DePaul University. Besides professional engagements, he is passionate about making a difference by helping others; he is a cricket enthusiast and loves to travel.

 

Blueprint/Case Study- The Five Stages of Running a Technology Innovation Center

After you’ve established an effective portfolio management process, a standard stage gate process and financial metrics, then it’s time to consider implementing a Project Management Office (PMO) across the enterprise…… BUT what’s next?
 
Consider transforming to the Disruptive PMO: a Center for Innovation and Organizational Change. Your PMO can become:
• A key facilitator of innovation
• An organizational change agent
• A leader in process reinvention, including agile processes
 
Today, the project factory is a Project Management Office (PMO). However, the PMO is not always the center of innovation in a firm. There are many different types of PMO’s, with different mandates, budgets and resources. Understanding that we’re all different, there are some steps that we can all take to drive creativity in our organizations.

This session will cover the five key stages that a Center for Innovation can go through regardless of your organizational model.

 

 

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Presentor:

Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak, Director - Technology Innovation, Allstate

Roman Dumiak is currently a Director in the Technology Innovation group for the Allstate Insurance Company. His focus includes directing and facilitating efforts utilizing innovative software and hardware solutions from the ideation phase through implementation as part of Allstate Technology and Strategic Ventures (ATSV). His previous experience has included roles in application development, database administration, network engineering and enterprise architecture. During his career, he has also functioned as a senior strategic planner working on a variety of IT-wide related strategies including ITIL/ ITSM planning and rollout and a Business Integrated Technology Strategy to create an optimized and integrated set of IT capabilities.  Most recently, he has been a key player in a fundamental transformation of the way Allstate ATSV develops, delivers and runs their technology solutions by leveraging Agile methodologies, DevOps principles and cloud-based platforms. Mr. Dumiak has a B.S. in Math and Computer Science from the University of Illinois and a Masters in Telecommunications.

 

 

Case Blueprint/Case Study: How to Lead an ERP and Live to Tell About It  

Leading an ERP project is a daunting task. It’s not something that a company needs to do very often so we don’t have a lot of experience in it when we are asked to use our skills to make that project successful. In this session, Todd Watkins will explain the lessons he learned along the way in order to help you lead an ERP project. Attendees will hear some practical tips as well as things to avoid that Todd wishes he had known before leading an ERP. A range of topics will be covered such as budgeting, selecting an implementation partner, testing and scripting, working with 3rd party vendors, knowing when to go live, post go live support, and much more.

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Todd Watkins, VP Information Services, Tyndale House Publishers

Todd Watkins, VP Information Services, Tyndale House Publishers

Todd Watkins is the Vice President of Information Services at Tyndale House Publishers in Carol Stream, IL. Having served at Tyndale for over 10 years, his previous positions included Project Manager and Design Manager. In those positions, Todd was responsible for overhauling several internal systems to streamline the publishing process. He has also worked as a developer, network administrator, and system administrator. In 2015, he was asked to lead Tyndale’s ERP implementation of JD Edwards.

 

 

 

Executing Your Portfolio of Innovation – Strategies and Tactics

One of the goals of this presentation is to address some key questions that will provide deep insight into how Midwest companies can be more competitive through innovation. The empirical foundation for the presentation is based on DePaul’s Innovation Lab research in Silicon Valley since 2012 on ‘How Silicon Valley Companies Innovate”. The presentation will address the following questions – What is a portfolio of innovation; How can my company create such a portfolio; What are the strategies for prioritizing the portfolio once created and lastly What are some of the key tactical solutions to execute my organizations’ Portfolio of Innovation.


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Presentor:

Olayele Adelakun, Associate Professor of MIS at DePaul University


Yele Adelakun is an Associate professor of MIS at DePaul University Chicago, Illinois, College of Computing and Digital Media (CDM). His research focuses on IT Innovation and Agile, Telemedicine, IT Outsourcing, ERP systems implementation, Information Systems Quality, IT Evaluation and Emotional Intelligence among IT Leaders. He has conducted studies in small, medium and large companies in Europe, Africa and the United States. He has organized and chair several academic and industry focus conferences on Innovation, Outsourcing and Global IT. He started the study abroad program in the school CDM. He has conducted student led study on Global IT to Brazil, Argentina, South Africa and Ghana. . He has also conducted several executives’ presentations including for the Technology Executives Club. He has published over 100 articles in conferences, books and journals. He holds a Ph.D. in Information Systems from the Turku School of Economics and Business Administration, Turku, Finland, an M.S. in Information Processing Science from University of Oulu, Oulu, Finland and an MBA from DePaul University.

 

Case Study - Emerson Electric

DigitasLBi will discuss the challenges of steering Emerson Electric, a multi-national conglomerate through a period of replatforming their technology stack and redefining their customer experience.   We will share our experience of guiding and working with a global team of marketers, IT teams, and partners through a complex web of B2B and B2C commerce and customer experience requirements using an agile methodology. The speakers will address how they overcame architectural, organizational, operational, and integration challenges to deliver a beautiful brand experience.


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Presentors:

Doug Wagner, Program Manager, Emerson’s Corporate Digital Experience Team

Doug Wagner, Program Manager, Emerson’s Corporate Digital Experience Team


Doug has nearly 20 years of experience with multi-billion dollar B2B organizations managing internet content systems and teams including: Product Information Management, Digital Asset Management, Web Content Management and search technologies. He manages a portfolio of products and services surrounding the company’s web site support strategy.


Christopher Ina, Associate Director, Experience Design, DigitasLBi

Christopher Ina, Associate Director, Experience Design, DigitasLBi

Chris Ina leads the Interaction Design and eCommerce practice for the Experience Design department in DigitasLBi’s Chicago office. With a degree in Human Computer Interaction from DePaul University, Chris brings a passionate approach to advocating for the customer during the research, design, and implementation phases of digital design projects. Chris most recently led a website re-design for Fortune 150 company Emerson Electric, and has designed digital experiences for clients such as Big Lots, Cardinal Health, and Empire Carpets.

 

Matt Saip, Vice President Technology Strategy, DigitasLBi

Matt Saip, VP/Director, Technology, DigitasLBi

Matt Saip leads Technology Strategy in the DigitasLBi Chicago office. He runs large, enterprise-scale development projects, gathering business/functional requirements and bringing together designers and developers to deliver innovative technology solutions for major brands such as Emerson Electric, MillerCoors, and BP. Matt drives business and technology strategy as he partners with creative teams, front-end and back-end developers and client IT departments in order to realize the clients goals.

 

 

The 4 Stages of Technology Innovation Transformation

Learn how CNO Financial is moving through the 4 Stages of becoming a more innovative enterprise.

Included in this presentation will be Sean's journey in educating executives as to the difference between getting work done and creating a culture of innovation. As part of that process, Sean and his team have identified four stages of Technology Innovation Transformation. Learn the four stages and how you can map your own companie journey.

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Presentor:

Sean Fallon, VP of Application Delivery, CNO Financial

Sean Fallon, VP of Application Delivery, CNO Financial

Sean Fallon joined CNO in 2012 and currently serves as Vice President of Application Delivery for the Front Office. He supports technology delivery for Bankers Life, Colonial Penn and Washington National, including compensation, CRM, eApp, Recruiting, and License / Appointment. He also supports CNO’s Enterprise Marketing and product development programs. Fallon has over 25 years of IT experience. Prior to joining CNO, he held various IT leadership roles at Northwestern Mutual, Northern Trust, Millennium Partners, CUNA Mutual Group, and Lincoln Financial. He earned his Bachelor of Business Administration degree in Management Information Services, Finance and Management, and a Masters of Finance from the University of Wisconsin. Fallon is also a Fellow, Life Office Management Association (LOMA).

 

Blueprint/Case Study- Creating a Culture of Innovation

Innovation is often thought to be a mysterious form of management dark art. In reality, particularly for most mature organizations, it is often mostly the result of sound processes helping to drive a receptive organizational culture. The College of American Pathologists (CAP) has developed an approach to innovation that links sound business planning with technology development in a way that reinforces a culture of innovation. Our culture, in turn, keeps pushing the engine of innovation forward resulting in a virtuous circle that reinforces and guides continuous and quantum improvement. This discussion will highlight four key process components that play a major role in driving and focusing innovation at the CAP. Each of these components in turn generates and channels cultural energy to keep new ideas in play and moving forward. Those, in turn, tie to a portfolio and project management approach that brings consistent discipline to how innovative products, services and capabilities are brought to life. An example, based on our current portfolio, will provide an example of how a mid-sized organization brings process and culture together to drive innovation.

 

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Presentor:

Greg Gleason, Chief Information Officer and Vice President, Information Services, College of American Pathologists

Greg Gleason has been with The College of American Pathologists (the CAP) for over 5 years, following a career in strategy consulting. Originally from Chicago, he received his MBA from The University of Chicago in Finance and Accounting following an undergraduate degree in Economics; Greg is a Certified Public Accountant. Following an initial career in public accounting, Greg held senior management and practice leadership positions with several global strategy and technology consulting firms. At the CAP, he currently has responsibility for the 100 staff IS group and, as CIO, has a leadership role related to informatics, the role of technology in product/service development, and health IT. Greg has a deep interest in economic history, the development of computers and information systems, and the impact of digital technology on behavior and ethics.

 

Leadership Blueprint: Running IT Like A Business.

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Michael Rapken, CTO, Press Ganey Associates

Michael Rapken, CTO, Press Ganey Associates

Michael Rapken brings more than 30 years of strategic business and technology experience to his role as Chief Technology Officer of Press Ganey. Michael’s diverse industry background and honed skills combine to provide pragmatic leadership for the daily IT operations and software development at the firm. As CTO, Michael is responsible for IT Strategy, IT Operations and development of our client facing solutions. He is dedicated to delivering forward thinking and reliable solutions for Press Ganey’s clients in their mission to provide the best patient experience across the care continuum. Prior to joining Press Ganey, Michael was Senior Vice President of Business Consulting at Genesis10, a national IT and Business Consulting company, headquartered in New York, New York.

 
Project Portfolio Blueprint

Managing multiple complex projects with limited resource

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Akrom Hossain, Senior Global IT Director, Laboratory Operations Center of Excellence, Mérieux NutriSciences

Akrom Hossain serves as Senior IT Director for the Laboratory IT Center of Excellence at Merieux NutriSciences for the last two years for 100+ accredited labs in 21 countries. Before joining Meriux, he was the informatics services director at Abbott Diagnostics for more than ten years. Akrom is a healthcare IT executive who leads global commercialization of informatics products and analytic services to improve clinical, operational, and strategic metrics of care provider entities and laboratory services. He leads global deployment of informatics solutions to hospitals and laboratories by providing oversight, direction, and guidance to the service directors and man agers. He has 20+ years of experience in the diversified areas of IT application, infrastructure, and data services. Akrom holds MS Statistics, MS Computer Science from Indian Institute of Technology, and MBA from Lake Forest Graduate School of Management.

 

 

Delivering a High Performing Customer Experience .  

Case Study of health system transformation to deliver highly improved customer experience. Revealed findings about customer differentiation techniques, how to evaluate customer expectations and how to derive relevant comparisons to other industry benchmarks. Summary of techniques to set quantitative KPIs that reveal the improvement initiative outcomes and affect.

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Presentor:

John Squeo, Chief Innovation & Strategy Officer, Thorek Community Hospital


John leads the Office of Innovation and is responsible for Business Intelligence, Risk Analytics, IT, Quality Analytics, Digital & Marketing and growth strategies. Previous to Thorek, John has held positions in healthcare consulting as the CTO and SVP for Allied Telesis where he led the global healthcare professional services division, and as a healthcare system administrator for Vanguard Health Systems, a 26 hospital system where he worked extensively on population health initiatives including the a Medicare Pioneer ACO and 4 Medicare Shared Savings ACOs. In 2012, his teams were awarded the designation of Most Wired Hospital by Hospital & Health Networks.

 

Under the Hood: Driving the Shift to the Digital Enterprise

In 2014, M. Holland Company decided that it wanted to do things differently in its market place.  Join us as Neil Goodrich breaks that journey down into actionable steps and shares its impact on the culture and energy of the organization.  Among the many changes, he will specifically explore the Technology Team's transformation from a break/fix shop to an innovation lab where people now bring their wildest ideas.

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Neil Goodrich, CIO, M. Holland Company

As the technology leader at the M. Holland Company, Neil is responsible for not only setting the IT strategy but driving change within the organization. His multi-disciplinary background includes previous lives in accounting, project management, and investigation while his recent work has focused on building IT teams around cultures of creativity. He received his undergraduate degree in Criminal Justice from the University of Illinois at Chicago, and later returned there to earn his Masters in Business Administration.

   
   
   

 

 
 

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