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What Are Industry Benchmarking Roundtables?

Our Industry Roundtables are designed to immerse IT executives in the key issues, trends, and technologies in their industries so they can drive stakeholder value.

Insights &
Best Practices

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  • Reference Architectures & Value Streams
  • Industry Trends
  • Peer & Industry Benchmarking
  • Top Technologies

Peer
Connections

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  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics

Boardroom-Level
Deliverables

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  • Custom Deliverables
  • Peer-Validated Initiatives
  • Board-Ready Presentations
  • Custom Next Steps

Deep Insights Tailored to Your Industry

1

Deep insights step 1

Business-Aligned IT Strategy

Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.

2

Deep insights step 2

Top Industry
Trends

Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.

3

Deep insights step 3

Industry
Benchmarking

Reveal the true state of your IT services, processes, spend, and staffing levels to align your priorities and resources.

Benefit from peer data to get a reference point for how well you stack up.

4

Deep insights step 4

Core Industry Technologies & Software Selection

Arm yourself with everything you need to provide the right solutions to meet the needs of your business stakeholders.

1

Business-Aligned IT Strategy


Strategy Alignment
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Marketing & Advertising Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Marketing & Advertising industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
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Marketing & Advertising IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy and document them in the IT Strategy Initiatives Workbook.
Strategy Alignment
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Marketing & Advertising Industry Impacts on IT Strategy: Senior Management Presentation Template

  • Use the Marketing & Advertising Industry Impacts on IT Strategy: Senior Management Presentation Template to share the key findings of the business-aligned analysis with your organization's leadership team.
Strategy Alignment
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Legal Professional Services Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Legal Professional Services industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
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Legal Professional Services IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy and document them in the IT Strategy Initiatives Workbook.
Strategy Alignment
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Legal Professional Services Industry Impacts on IT Strategy: Senior Management Presentation Template

  • Use the Legal Professional Services Industry Impacts on IT Strategy: Senior Management Presentation Template to share the key findings of the business-aligned analysis with your organization's leadership team.
Strategy Alignment
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Accounting Industry Impacts on IT Strategy: Senior Management Presentation Template

  • Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
  • Use the Accounting Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done
Strategy Alignment
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Accounting IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
  • Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
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Accounting Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Accounting Professional Services industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
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Staffing & Recruiting Industry Impacts on IT Strategy: Senior Management Presentation Template

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
  • Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
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Staffing & Recruiting IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
  • Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
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Staffing & Recruiting Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Staffing & Recruiting industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.

2

Top Industry Trends


Top Trends
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Marketing & Advertising Reshaping the Marketing Mix Spend Trend Report

  • One major challenge for many Marketing & Advertising agencies is to manage digital assets effectively and with speed of execution. This enables them to have all the ingredients to quickly put together a specific offering or marketing campaign for their clients and will be a key competitive differentiator going forward.
  • Learn about how reshaping the marketing mix spend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Marketing & Advertising Personalizing the Experience Trend Report

  • Agencies that have gone through a digital transformation are moving to the next phase of digital maturity by providing expertise and customer experience (CX) solutions to their clients.
  • Producing effective digital experiences that resonate with today’s audiences is more complicated than ever before and involves various touchpoints along the customer lifecycle.
  • Learn about how personalizing the experience affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Marketing & Advertising Age of Digital Innovation Trend Report

  • Leveraging market intelligence data is more important now than ever. Data collaboration is a fundamental IT requirement and can be built upon with marketing automation tools.
  • Learn about how the Age of Digital Innovation affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Legal Professional Services Digitization Trend Report

  • Digitization enables organizations to transform paper-based records into electronic format that can be leveraged for data analysis and business intelligence.
  • Given the large volumes of paper that legal firms produce, process and store, the advantages of digitization are readily apparent.
  • Learn about how Digitization affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Legal Professional Services Unbundled Legal Services Report

  • Unbundled Legal Services allows clients to assume initiative and ownership around tasks such as documentation, legal research, or other menial tasks, rather than pay a law firm to do so.
  • Many firms have started investigating the service offering in order to maintain their competitiveness in the market, and due to client demand, particularly in the Information Age.
  • Learn about how Unbundled Legal Services affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Legal Professional Services Artificial Intelligence Report

  • Artificial intelligence (AI) functionality offers the promise of making work faster, more efficient, and more effective. AI comes at a higher cost, but that cost differential might be justified if AI delivers as promised.
  • AI covers a wide range of features and functions. You don’t just “buy AI,” but that the value proposition is in the application of AI in the products and the functions they carry out.
  • Learn about how AI affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Accounting Big Data & Analytics Report

  • With the adoption of cloud solutions, accounting firm have access to large amounts of client data. The ability to analyze this data and spot macro trends allows firm to offer high-quality insights through advisory services.
  • Learn about how big data & analytics affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Accounting Artificial Intelligence Report

  • With the shift of the accounting industry from traditional bookkeeping and audit functions to the higher value advisory services, AI could be the differentiator that allows real-time analysis of accounting data to spot trends early and allow accounting firms to offer valuable advice to their clients.
  • Learn about how AI affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Accounting Cloud Computing Report

  • Cloud computing facilitates digitization of accounting functions as well as collaboration between accounting firms and their clients.
  • IT security is always a concern when using cloud solutions.
  • Learn about how the cloud trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Staffing & Recruiting – Recruiting Technologies Report

  • Recruiting technologies can be an asset to a staffing & recruiting firm. They will help automate monotonous tasks, document interactions with candidates/clients, increase team knowledge sharing, and much more. This could make the job tasks within the industry much more efficient.
  • Learn about how recruiting technologies affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Staffing & Recruiting Communication Tools Report

  • As the industry continues to carry out business remotely, firms rely heavily on communicating virtually with clients, candidates, and other team members.
  • Networking and communication are central for a staffing & recruiting firm, so these tools are vital to continue business as usual.
  • Learn about how collaboration tools affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Staffing & Recruiting IT Training Report

  • The Staffing & Recruiting industry relies on various technologies to operate successfully and efficiently. Recruiting technologies, communication tools, administrative tools, etc., are all important for recruiters to be as effective as possible.
  • IT training can help alleviate some of the pain points regarding low and inefficient technology use.
  • Learn about how IT training affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.

3

Industry Benchmarking


Peer Benchmarking
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Marketing & Advertising IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand where their clients are unsatisfied with the quality of service they’re receiving from IT
  • Understand important focus areas to address and gain insights into how your team compares with other Marketing & Advertising IT organizations.
Peer Benchmarking
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Marketing & Advertising IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business.
  • By taking the IT Staffing Diagnostic and participating in our unique IT spending benchmarking program, you will gain critical information to understand how to position your IT team to be more effective.
Peer Benchmarking
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Legal Professional Services IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business.
  • By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spending benchmarking program, you will gain critical information to understand how you can position your IT team to be more strategic and influential.
Peer Benchmarking
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Legal Professional Services IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand where their clients are unsatisfied with the quality of service they’re receiving from IT.
  • Understand important focus areas to address and gain insights into how your team compares with other Legal Professional Services IT organizations.
Peer Benchmarking
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Staffing & Recruiting IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business to be a reliable operator and effective partner, all while finding time and resources to be innovative.
  • By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spending benchmarking program, you will gain critical information to understand how you can position your IT team to be more strategic and influential.
Peer Benchmarking
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Accounting IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand where their clients are unsatisfied with the quality of service they’re receiving from IT.
  • Understand important focus areas to address and gain insights into how your team compares with other Accounting Professional Services industry IT organizations.
Peer Benchmarking
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Accounting IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business.
  • By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spending benchmarking program, you will gain critical information to understand how you can position your IT team to be more strategic and influential.
Peer Benchmarking
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Staffing & Recruiting IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand where their clients are unsatisfied with the quality of service they’re receiving from IT.
  • Professional Services stakeholders have high expectations of their IT groups, which are struggling to keep pace with innovation, project-related disciplines, and analytics capability.
  • Understand important focus areas to address and gain insights into how your team compares with other Staffing & Recruiting IT organizations.

4

Core Industry Technologies & Software Selection


Core Industry Technologies
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Marketing & Advertising Digital Experience Platform Technology Report

  • Organizations are looking at digital experience platforms (DXPs) that deliver omni-channel content to end users at any time and wherever they are. But these organizations lack the fundamental components to support their integration into this collaborative and cohesive technology.
  • Learn about what DXPs are, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Marketing & Advertising Digital Asset Management Technology Report

  • As the customer base of a Marketing & Advertising agency increases, so, too, does its number of marketing projects. With siloed internal marketing data, data in the cloud, and client data repositories, IT is faced with significant challenges in managing digital assets effectively and efficiently.
  • Learn about what digital asset management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Marketing & Advertising Customer Relationship Management Technology Report

  • Customer Relationship Management (CRM) systems compile customer data across different channels such as a company's website, phone, service desk, live chat, direct mail, sales information, marketing materials, and/or social media.
  • Learn about what CRM is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Legal Professional Services Digitization Technology Report

  • Data analytics using digitized information will greatly assist the law firm in strategic decision making.
  • Although scanning and optical character recognition (OCR) are mature, determining which solutions best fit the firm and the existing systems is critical.
  • Learn about what Digitization is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Legal Professional Services Legal Research Report

  • With the onset of Unbundled Legal Services, having sound integrated legal research will be key to the success of the new line of business.
  • There are many choices, but which ones suit your law firm? Which will integrate with your current legal practice and legal case management software? Which will be most effective for the lawyers and support staff to use?
  • Learn about what Legal Research is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Legal Professional Services Legal Case Management Report

  • Legal Case Management tracks all activities associated with a case and enables tracking of resource allocation and case status as they proceed through the court system or are negotiated in out-of-court settlements.
  • Legal Case Management tools are numerous and diverse. Selection of the right product is key.
  • Learn about what Legal Case Management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Accounting CRM Report

  • Managing the customer relationship for professional services firm is a critical activity. Good customer relationship management (CRM) tools can affect productivity, client retention, and your team’s ability to upsell services.
  • ERP tools often bundle in CRM capabilities, but you will need to decide if the capabilities are sufficient for your customer relationship needs.
  • Learn about what CRM is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Accounting ERP Report

  • Enterprise resource planning (ERP) is a set of business management software solutions that an organization can use to collect, store, manage, and interpret data from business activities and/or processes and that commonly include finance, operations, HR, planning, and supply chain.
  • Learn about what ERP is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Accounting – Accounting Software Report

  • Accounting software automates finance management processes, ensuring accuracy of financial transactions and facilitating reconciliation.
  • The proliferation of cloud-based systems will save time in integration and data transfer.
  • Learn about what accounting software is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Staffing & Recruiting Social Media Report

  • Recruiters often use social media to source potential candidates for their clients. Knowing which social media platforms candidates use will be key for recruiting.
  • Learn about what social media is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Staffing & Recruiting Applicant Tracking Software Report

  • Applicant tracking software can be an asset to a staffing & recruiting firm. It will help automate monotonous tasks, document interactions with candidates/clients, increase team knowledge sharing, and much more. This could make the tasks within the industry much more efficient.
  • Learn about what applicant tracking is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Staffing & Recruiting Customer Relationship Management Report

  • Customer relationships management (CRM) technologies allow for an easier way to manage customer and lead relationships.
  • Learn about what a CRM is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.

Latest Professional Services Notes

Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.

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Google’s Enterprise Play: Chromebooks and the Future of Work

Date published

October 19, 2020

Author:
  • Jeremy Roberts

Google’s Chromebooks have long been relegated to the margins of the consumer device market, thought to be suitable only for light computing in education and similar environments. Google’s new Pixelbook, however, is changing the game. Chrome OS might just be the answer to some enterprise problems.

The vCIO Retainer Toolkit

Date published

August 20, 2020

Author:
  • Fred Chagnon

With this guide, vCIOs will understand how to package Info-Tech’s available research material in a way that will enable them to systematically improve their client’s technology challenges, thereby demonstrating their value at every available touchpoint.

Professional Services – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19

Date published

April 27, 2020

Author:
  • Sidney Hodgson

CIOs in Professional Services will play a critical role during the COVID-19 crisis. This is an opportunity to shine. Use this plan to help you build and communicate a clear strategy for the next 90 days, allowing you to demonstrate both leadership and technology capability.

Professional Services: Next Steps From the CIO COVID-19 Strategy Webinar

Date published

April 26, 2020

Author:
  • Sidney Hodgson

On April 23, 2020, Info-Tech led a CIO COVID-19 Strategy Webinar for Professional Services IT professionals and leaders. This webinar presented a process for documenting an IT course of action during this pandemic. Professional services companies will look to IT for a clear technology strategy to support recovery efforts and readiness for the new challenges of the post-pandemic period.

Transportation & Logistics – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19

Date published

April 23, 2020

Author:
  • Gleb Lisikh

CIOs in Transportation & Logistics will play a critical role during the COVID-19 crisis. This is an opportunity to shine. Use this plan to help you build and communicate a clear strategy for the next 90 days, allowing you to demonstrate both leadership and technology capability.

Visit our COVID-19 Resource Center and our Cost Management Center
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