RHONA HUTCHON

DIRECTOR, HARVEY NASH

 TWEET TONIGHT USING

#hnciosurvey
AGENDA
SURVEY FINDINGS
Albert Ellis CEO, Harvey Nash

PRESENTATIONS
Khalid Rafiq Head of Technology & Data, Morgan Stanley
Gavin Dutch Chief Executive Officer/Founder, Kotikan Limited

PANEL DISCUSSION
James Varga Chief Executive Officer, MiiCard Limited
Claudette Jones CIO, City of Edinburgh Council
Christian Arno Managing Director, Lingo24
Tom Ray Head of operations, Cloudreach
ALBERT ELLIS
CEO, HARVEY NASH
The CIO Survey

2400 participants
20 countries
$140bn IT spend
14 years of data
current climate
The crisis continues Apple share price jump Social Media worth millions
News
24
Headlines
return to growth
Growth in budgets
return to growth
CEO priorities

Save Money Make Money

shift in priorities
2012 2011 Change

Mobile solutions 21% 14% 7%

Security and resilience 17% 13% 4%
Social media & consumer
17% 11% 4%
interaction
Business relationship management 22% 21% 1%
Development 20% 19% 1%
IT strategy 20% 19% 1%
Compliance 8% 7% 1%
ERP 11% 10% 1%
Technical architecture 29% 28% 1%
Enterprise architecture 35% 34% 1%
Service management 12% 12% 0%
Testing 17% 17% 0%
Outsourcing 8% 8% 0%
Business analysis 34% 35% -1%
Project management 29% 30% -1%
Change management 20% 22% -2%
shift in priorities
Priority 2012 2011-12 change

Saving costs & improving efficiencies 62% -4%

Stable IT performance 61% -3%

Improving business change 48% -6%

Innovation / revenue growth 37% -3%

Business intelligence 37% -2%

Compliance 25% -9%

Improving time to market 25% 9%

Enabling mobile commerce 22% 5%
M&A 15% 3%
Social media 9% 1%
Green IT 7% -3%
 Utility IT Decision to Driving rev Driving
outsource IT through IT Business change

CEO influence

% CIOs indicating ‘strong’ influence on CEO

positioned for growth?

Right skills
Diversity
Digital
CEO relationship
fracture # 1
Skills Shortage
fracture # 2
CIOs by gender
Men
Women

2005 2012
fracture # 3
Who Controls Digital?
fracture # 4
The contented
CIO?
The future CIO
Focused on business growth
Understands the business
Quantifies the risk
Digital expert
Communicator
 KHALID RAFIQ
HEAD OF TECHNOLOGY & DATA, MORGAN
STANLEY
 Global Footprint, with Local Presence

Khalid Rafiq

8 November 2012

For internal use only

 Agenda

 Background

 Global Footprint

 Local Presence

 Key Observations
Global Footprint…
Core values instruct us to:

Glasgow
Frankfurt Moscow
Put Clients First Seattle
Vernon Montreal
HillsToronto Purchase
Oakbrook
London
Paris Zurich
Salt
San Lake City Chicag
Francisco New York Budapest
Philadelphia
Terrace
Menlo Park oBaltimore Brooklyn Milan Seoul
Santa Monica Madrid
Lead with Exceptional Ideas IrvingDurham
Atlanta Jersey City Shanghai
Tokyo
Orlando Princeton Dubai
Tampa West Hong Kong
Conshohocken Taipei
Mexico City Long Island City
Do The Right thing Warren
Mumbai
Singapore
Give Back
São Paulo
Johannesburg Sydney
Melbourne

Population in 24 Countries and 99 Cities

Mission Statement and Business Principles:

“ Morgan Stanley's mission is to deliver the finest financial thinking, products and execution in the world.
Our people's integrity and excellence, their intellect and skills have made Morgan Stanley a global
leader. And our heritage of doing ‘first-class business in a first-class way’ continues to inspire us.”

Over 7,000 FTEs 17,500

15,000 Client Service Quality

Contingent Labor
Commercial Pricing
12,500
Employees
10,000

7,500 Teamwork

5,000

2,500 Risk Control

0
World Class Capability
2002 2003 2004 2005 2006 2007 2008 2009 2010

24
Local Presence…

Local Vendor
PSL
Scottish Universities
– Rel. Mgmt Local Training
Schedule
Technology Innovation
Days / ‘Innovation Lab’

Technical Architecture / Functional & Office

Data Model Design Specific Goals
Global Governance connects the two

Guiding Principles which create the desired employer

brand and overall efficiencies are best set globally

Lateral Hiring ‘FED EX’ Days

LOCAL FLEXIBILITY

Pioneer Prime Principles

Firm Wide / Commerce Model
Goals Cascade
Graduate Learning &
Recruitment Development

GLOBAL CONSISTENCY

25
Key Technology Observations
• Scale Versus Concentration
• Cost Perception versus Value Proposition
• Proximity to London / True ‘near shore’
• Re-visit technology education at ‘Grass Roots’ for Primary and Secondary education
• Graduate Talent Pool / University Ranking Drivers
• Lateral Talent: ‘in- & out- bound’ flows
• Technology Start-ups / Technology companies
• Multiple technology cities or ‘one technology region’
• Further investment in infrastructure

26
 GAVIN DUTCH
CHIEF EXECUTIVE/FOUNDER KOTIKAN LTD
 Harvey Nash Global CIO
Survey
8th November 2012

Success in Mobile
Gavin Dutch
Managing Director
“Users reported greater frustration from
experiencing a transaction problem on
a mobile device than being stuck in
traffic” – TeaLeaf, Mar 2011

“98% of users stressed that

performance matters” – Apigee, Nov
2012
Swiss Army Knife Photo
Distracted user photo
Prototyping

• Why prototype
– Mobile development is costly
• Getting it wrong is a waste
– 3 Uses
• For creators to experiment
• For stakeholders to evaluate
• To learn from users
Mobile photo
 Thank you

gav@kotikan.com
THE PANEL
Khalid Rafiq Head of Technology & Data, Morgan Stanley
Gavin Dutch Chief Executive Officer / Founder, Kotikan Ltd
James Varga Chief Executive Officer, MiiCard Limited
Claudette Jones CIO, City of Edinburgh Council
Christian Arno Managing Director, Lingo24
Tom Ray Head of operations, Cloudreach