⇒ Hiring - The CIO will hire/terminate direct reports, as well as approve staff reporting to the direct reports. Included in this responsibility is the discipline, promotion, salary adjustments, etc., of staff including providing guidelines for all Information Technology functions within the enterprise including the SBUs that may not directly report to this position.
⇒ Budgetary - The CIO is responsible for oversight and review of staffing, projects and performance of all computer and
communications functions of the organization.
⇒ Contract Review - All contracts for computer and communication technology hardware, software and services will be subject to a review by the CIO.
Executive Management Chief Information Officer (CIO)
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Contacts
Internal Contacts - The most frequent internal contacts of the CIO are with the Presidents of the individual SBUs, the enterprise President and the Chief Executive Officer, the Chief Financial Officer, the Chief Security Officer, and the Presidents and Vice Presidents of all SBUs. In addition, frequent contact is made with
enterprise departments such as accounting, financial planning and analysis, and SBU Information Technology units..
External Contacts - The primary external contacts of the CIO are with customers, vendors, industry associations (to assist in setting industry standards) and other industry peers. Contact with information technology product and service companies is also made on a periodic basis, in support of the role as CIO of the enterprise.
Position Requirements
⇒ This position requires a Bachelor’s degree and often a graduate degree in business with an emphasis in accounting and a minimum of ten years of experience.
⇒ The position requires excellent verbal and written communication skills, previous leadership, management and supervisory experience;
and excellent time management abilities.
⇒ The individual should demonstrate initiative, exercise good judgment strong profit orientation, and have the ability to achieve results through others.
⇒ Significant executive experience and knowledge of the enterprise business is required.
⇒ Strong knowledge of contracting, negotiating, organization
development/change management, financing, accounting, actuarial science, the political and legislative process, strategic planning, action planning and supervision are required for successful performance.
⇒ Very strong conceptual, analytical, judgment and communication abilities are critical.
Chief Information Officer
Chief Information Officer (CIO) – Small Enterprise
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Chief Information Officer (CIO) – Small Enterprise
Position Purpose
The Chief Information Officer (CIO) is accountable for directing the information and data integrity of the enterprise and its business functions. This includes all IT Operation’s functions, help desks, communication networks (voice, data, Internet, and Intranet), computer program development, and computer processing sites. He or she is responsible for maintaining the integrity of all electronic and optical books and records of the enterprise.
The CIO reviews all computerized and manual systems; information processing equipment and software for acquisition, storage and retrieval; and definition of the strategic direction of all information processing and communication systems and operations. He or she provides overall management and definition of all computer and communication activities within the enterprise including responsibility for providing a leadership role in the data to day operations of the Information
Technology functions as well as providing direction as the enterprise grows through internal growth and external acquisition.
The CIO is a hands-on position. He or she is responsible for maintaining the integrity and security of enterprise’s servers and systems which support the various operating units of the enterprise. The CIO also develops programs and support systems for all of the enterprise’s business functions. The CIO is expected to conduct system analysis and development, with limited support and direction from the management of the enterprise staff, to keep the systems current with changing technologies.
Problems and Challenges
The major challenge for this individual is managing the information technology affairs of the enterprise while balancing technological and operational needs with financial and marketing needs. This is to be accomplished with the use of computer and communication technology that supports both self generated growth and growth through acquisition. Seamless integration of data and information from the customer through financial statement and management reporting is one of the primary
challenges of this position.
This position requires time management skills in directing a variety of projects in addition to an understanding of the ways in which information technology can be applied within the enterprise. The position requires supervisory/management experience and the flexibility to deal with people at a variety of levels; internally - (enterprise staff, board of directors, finance staff, other senior executive staff), and externally - (auditors, customers, vendors, and industry associations).
Executive Management Chief Information Officer (CIO) – Small Enterprise
© Copyright 2006 M. Victor Janulaitis - ALL RIGHTS RESERVED
® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 54
Essential Position Functions
Principal Accountabilities
1. Prepares enterprise objectives and budgets to facilitate the orderly and efficient capture, storage, processing and dissemination of information.
2. Interacts frequently with the management team on internal and external operations that are impacted by the capture, storage, processing and dissemination of information including review and approval of all major contracts for services and equipment in the enterprise.
3. Prepares quarterly and annual reports on the operations of all Information Technology for enterprise.
4. Develops and maintains statements of necessary policies and procedures to assure proper documentation and communication of necessary controls.
5. Develops and manages effective working relationships with all personnel of the enterprise
6. Assists in evaluating the staff involved with Information Technology.
7. Participates as a member of the management team.
8. Maintains external links to other companies in the industry to gain competitive assessments and share information, where appropriate.
9. Identifies the emerging information technologies to be assimilated, integrated and introduced within the corporation which will significantly impact the enterprise.
10. Assesses brand-new computing technologies to determine potential value for the enterprise.
11. Provides a source of specialized expertise that can serve the needs of other IT activities.
12. Establishes proactive organizational framework that supports both end- user computing and IT professional computing with proper balance to maximize benefits for the enterprise.
13. Manages a diverse group of information technology and strategic planning specialists.
14. Provides enterprise-wide direction on the use of emerging technologies for IT satellite operations, including other groups and subsidiaries.
15. Directs the administration and control of the IT Research and
Development fund to gain the best possible return through innovative programs.
16. Identifies programs to measure benefits, particularly productivity-related, in order to insure value is being added consistent with enterprise
productivity goals.
17. Interfaces with external industrial and academic organizations in order to maintain state-of-the-art knowledge in emerging technologies and to enhance the enterprise’s image as a first-class corporation utilizing the latest thinking in this field.
Chief Information Officer (CIO) – Small Enterprise
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® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 55
18. Monitors procedures to insure that, for potential information technology projects of any size, a comparison is made of internal development versus purchase.
19. Monitors the inventory of installed or planned-to-be installed Information Technology.
20. Identifies and monitors the set of standards that establishes:
⇒ Mandatory telecommunications standards;
⇒ Standard languages for classes of acquired equipment;
⇒ Documentation procedures for different types of systems;
⇒ Enterprise data dictionary - with clear definitions for when elements must be included.
⇒ Identification of file maintenance standards and procedures; and
⇒ Examination procedure for systems developed as independent islands to insure that they do not conflict with enterprise needs and that any necessary interfaces are constructed.
Authority
⇒ Hiring - The CIO will hire/terminate direct reports, as well as approve staff reporting to the direct reports. Included in this responsibility is the discipline, promotion, salary adjustments, etc., of staff.
⇒ Budgetary - The CIO is responsible for oversight and review of staffing, projects and performance of all computer and
communications functions of the organization.
⇒ Contract Review - All contracts for computer and communication technology hardware, software and services will be subject to a review by the CIO.
Contacts
Internal Contacts - The most frequent internal contacts of the CIO are with the enterprise’s senior management. In addition, frequent contact is made with enterprise departments such as accounting, financial planning and analysis, and Information Technology.
External Contacts - The primary external contacts of the CIO are with customers, vendors, industry associations (to assist in setting industry standards) and other industry peers. Contact with information technology product and service companies is also made on a periodic basis, in support of the role as CIO of the enterprise.
Position Requirements
⇒ This position requires a Bachelor’s degree and often a graduate degree in business with an emphasis in accounting and a minimum of six years of experience. The position requires excellent verbal and
Executive Management Chief Information Officer (CIO) – Small Enterprise
© Copyright 2006 M. Victor Janulaitis - ALL RIGHTS RESERVED
® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 56
written communication skills, previous leadership, management and supervisory experience; and excellent time management abilities.
The individual should demonstrate initiative, exercise good judgment strong profit orientation, and have the ability to achieve results through others.
⇒ Significant executive experience and knowledge of the enterprise business is required. Strong knowledge of contracting, negotiating, organization development/change management, financing,
accounting, actuarial science, the political and legislative process, strategic planning, action planning and supervision are required for successful performance. Very strong conceptual, analytical, judgment and communication abilities are critical.
Chief Technology Officer (CTO)
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® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 57
Chief Technology Officer (CTO)
Position Purpose
The Chief Technology Officer (CTO) is responsible for overall direction of all technology functions associated within the enterprise. This includes Information Technology applications, communications (voice, data, and wireless), and computing services within the enterprise that impact the both the enterprise, its products and its customers. As the top technical architect of the enterprise he or she provides a vision of how technology can be applied.. These areas include product design, customer interactions with the enterprise, IT operating systems, communications (voice, data, and wireless), transaction processing and database administration, compliance with all mandated requirements, the information center, personal computers, electronic and optical storage, and multimedia applications.
Problems and Challenges
The major challenge for this individual is defining the technology affairs of the enterprise with revenues in excess of $(sales volume supported) per year while balancing technological and computing services with financial and marketing needs.
This is to be accomplished with the use of technology that supports both self
generated enterprise growth and growth through acquisition. Seamless integration of data and information from the customer, through product and service design, through financial statement and management reporting is a primary concern.
Technology is the focal point for standardization within the enterprise. As such, it is extremely important to the enterprise’s current and future business operations. The Chief Technology Officer (CTO) insures the continued success of these areas while simultaneously minimizing costs and maximizing equipment and employee
performance.
This position requires time management skills in directing a variety of projects in addition to an understanding of the ways in which information technology can be applied within the enterprise. The position requires supervisory/management experience and the flexibility to deal with people at a variety of levels; internally - enterprise staff, board of directors, finance staff, other senior executive staff, and externally - auditors, employer groups, service providers and industry associations.
Essential Position Functions
Principal Accountabilities
1. Provides leadership role in the design and implementation of technology, including hardware, software, operating system software and
productivity tools.
Executive Management Chief Technology Officer (CTO)
© Copyright 2006 M. Victor Janulaitis - ALL RIGHTS RESERVED
® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 58
2. Provides support to SBUs and external groups in the use of enterprise computer and communications environment.
3. Develops plans for migration of technologies to support necessary future directions.
4. Develops long range technology architecture and strategy as it is applied to all phases of the enterprise’s operations and interactions with it customers and suppliers..
5. Provides enterprise-wide direction on the use of emerging technologies for its satellite operations, including other groups and subsidiaries.
6. Defines paths for necessary capacity increase for all technology within the enterprise including; product design, customer relationship
management, and computer and communications hardware and software.
7. Defines new approaches for technology including hardware, software, productivity tools, databases, CASE tools, image processing, and multimedia.
8. Defines enterprise technical objectives and plans in the areas of technologies to facilitate its orderly and efficient implementation.
9. Defines the technology charter of the enterprise which defines the technology mission statement, goals, directions and strategies for maintaining high customer service levels as well as providing for future service expansion.
10. Provides direction to all technology functions within the enterprise to maintain the maximum efficiency of the enterprise’s capital and human resources including hardware, software, and personnel.
11. Defines standards to insure that all technology problems are solved in a timely and efficient manner including the technology contribution to the enterprise’s enterprise contingency plan in the case of major
interruptions in the product or service offerings of the enterprise.
12. Defines standards for purchasing, identifying, evaluating, selecting, implementing, and managing the technology of the enterprise..
13. Defines standards for training, equipment cost and usage, cost/usage ratios, usage procedures, and technical personnel time/project allocation.
14. Defines direction of in-house technical training seminars to improve overall employee awareness, response time, and ability to look into the future of the technological requirements of the enterprise.
15. Defines standards and requirements for technologic products and services including all resources.
16. Markets technology through the development of on-line newsletters and the development of specific user groups.
17. Defines which technologies are recommended or required by the enterprise and its SBUs.
18. Maintains current knowledge of technical innovations and develops plans to utilize appropriate technologies in support of future enterprise business operations and expansions.
Chief Technology Officer (CTO)
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19. Reviews cost estimates for personnel requirements, technology upgrades or additions, and external consulting projects in support of other
departments and SBUs.
20. Participates in local and national user group presentations, and publishes articles describing enterprise activities and assessments of technology and how it relates to the business.
21. Interacts frequently with all SBU management on internal and external operations that are impacted by technology including review and
approval of all major contracts for technology services and equipment in both the enterprise and its SBUs.
22. Prepares quarterly and annual technology forecast reports.
23. Develops and manages effective working relationships with other departments, groups and personnel with whom work must be coordinated or interfaced.
24. Assists in evaluating the technical staff of enterprise and the SBU’s technology functions.
25. Maintains external links to other companies in the industry to gain competitive assessments and share information, where appropriate.
26. Identifies the emerging technologies to be assimilated, integrated and introduced within the corporation which could significantly impact the enterprise’s performance.
27. Assesses new technologies to determine its potential value to the enterprise.
28. Provides a source of specialized expertise that can serve the needs of other technology activities.
29. Directs the administration and control of the research and development fund to gain the best possible return through innovative programs.
30. Interfaces with external industrial and academic organizations in order to maintain state-of-the-art knowledge in emerging technologies and to enhance the enterprise’s image as a first-class corporation utilizing the latest thinking in all technology fields appropriate to the enterprise.
31. Monitors the inventory of installed and planned-to-be installed technology.
32. Mandates and monitors the set of standards that establishes:
⇒ Mandatory technology standards;
⇒ Standards for classes of acquired technology;
⇒ Documentation procedures for different types of systems;
⇒ Enterprise technology definitions with a clear definition for when and where technology must be included;
⇒ Identification of technology standards and procedures; and
⇒ Examination procedure for technologies developed in independent islands to insure that they do not conflict with enterprise needs and that any necessary interfaces are constructed.
Executive Management Chief Technology Officer (CTO)
© Copyright 2006 M. Victor Janulaitis - ALL RIGHTS RESERVED
® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 60
Authority
⇒ The CTO has the authority to recommend the purchase of equipment necessary for the technology (within the guidelines established by the enterprise).
⇒ The CTO has the authority to engage external consultants as necessary to assist in all technology activities (within the guidelines established by the enterprise and IT).
⇒ Hiring - The CTO will hire/terminate direct reports, as well as approve staff reporting to the direct reports. Included in this
responsibility is the discipline, promotion, salary adjustment, etc., of staff including providing guidelines for all technology functions within the enterprise including the SBUs that may not directly report to this position.
⇒ Budgetary - The CTO is responsible for oversight and review of staffing, projects and performance of all technology functions of the organization.
⇒ Contract Review - All contracts for technology are subject to a review by the CTO.
Contacts
Internal Contacts - The most frequent internal contracts are with the enterprise executive management, SBU senior management, the Chief Information Officer, and technology taffs of all SBUs.
External Contacts - The primary external contacts are with contract service providers, customers, vendors, and industry peers. Contact with technology product and service companies is also made on a periodic basis.
Position Requirements
⇒ Generally, a graduate degree in business or a related field together with significant executive experience and knowledge of the business industry is required. An advanced degree such as fan MBA or PhD is preferred with an emphasis in industry specific technology or
information technology and a minimum of ten years of experience.
⇒ The position requires excellent verbal and written communication skills, previous leadership, management and supervisory experience, and excellent time management abilities.
⇒ The individual should demonstrate initiative, exercise good judgment, exhibit strong profit orientation, and have the ability to achieve results through others.
⇒ Strong knowledge of, contracting, negotiating, organization development/change management, technology trends, the political
Chief Technology Officer (CTO)
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® HandiGuide is a registered trademark of Janco Associates, Inc. – http://www.e-janco.com 61
and legislative process, strategic planning, action planning and supervision are required for successful performance.
⇒ Very strong conceptual, analytical, judgment and communication abilities are critical.
Executive Management Chief Security Officer (CSO)
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Chief Security Officer (CSO)
Position Purpose
The Chief Security Officer (CSO) is responsible for overall direction of all security functions associated with Information Technology applications, communications (voice and data), and computing services within the enterprise. At the same time the CSO must be aware of the implications of legislated requirements that impact
security for the enterprise. This includes but is not limited to Sarbanes Oxley Section 404 requirements.
The CSO has the responsibility for global and enterprise-wide information security;
he/she is also responsible for the physical security, protection services and privacy of the corporation and its employees.
The CSO oversees and coordinates security efforts across the enterprise, including information technology, human resources, communications, legal, facilities
management and other groups, to identify security initiatives and standards. The CSO works closely with the chief information officer and must have strong working knowledge of information technology.
Problems and Challenges
The major challenge for this individual is defining and managing the security affairs of the enterprise with revenues in excess of $(sales volume supported) per year while balancing security issues with financial and marketing needs. This is to be
accomplished with the use of information and security technology that supports both self generated enterprise growth and growth through acquisition. Seamless
integration of security including data and information from the customer through financial statement and management reporting is one of the primary challenges of this position.
Security is the critical issue in the standardization of technology, applications, office automation, and work stations for the enterprise. As such, it is extremely important to the enterprise’s current and future business operations. The Chief Security Officer (CSO) insures the continued success of these areas while simultaneously minimizing costs and maximizing equipment and employee performance.
This position requires time management skills in directing a variety of projects in addition to an understanding of the ways in which security is an issue within all areas of the enterprise. The position requires supervisory/management experience and the flexibility to deal with people at a variety of levels; internally - enterprise staff, board of directors, finance staff, other senior executive staff, and externally - auditors, employer groups, service providers and industry associations.