Announcing Our October 2025 Metis Strategy Summit in NYC | Express Interest

Situation

Shift from a siloed IT shop into a service-oriented organization.

The new CIO at a multi-billion dollar SaaS provider realized that the organization’s current operating structure was not driving end-to-end accountability nor was it delivering value to the business. She wanted to make the pervasive shift from a siloed IT shop into a service-oriented organization.

She asked Metis Strategy for help to undergo an IT Service Management (ITSM) transformation to ensure her organization was prepared to deliver business value in the digital age.

Approach

Establish the framework and model to transition towards the ITSM journey.

ITSM is a journey that often spans years. Metis Strategy helped this company take the first step in that journey by establishing the framework and model. Over the course of 6 months, Metis Strategy undertook the following:

Outcome

The IT organization was better organized to plan, deliver, and track the value being provided to the business.

Following the rollout of the ITSM model, the IT organization was better organized to plan, deliver, and track the value being provided to the business. Over time, Service Owners were able to track the total cost of ownership for their services and show actionable ROI on the value delivered. In the end, the CIO recognized an evident shift in the sentiment towards IT throughout the organization. The IT organization was able to shift the way they went to market in the digital age.

Intuit’s incoming CEO Sasan Goodarzi stresses the importance of a strong culture and why it is critical to deliver to your customers quickly. Since its founding in 1983, it has been Intuit’s goal to innovate, empower its employees, and remove obstacles so that they can best serve customers. Intuit was recently recognized as the thirteenth best place to work by Fortune Magazine, which Sasan credits to the employees’ willingness to  do anything to help others achieve greatness for customers. We also discuss Sasan’s view on artificial intelligence, why the CIO role was his favorite, and how Sasan’s career ambitions have changed over time.

In January, Sasan will become `CEO of Intuit, the $6 billion business and financial software company known for products such as TurboTax, Quickbooks, and Mint. Prior to being named CEO, Sasan has held a variety of leadership roles during his 14 years with Intuit, including CIO. In preparation for the CEO role, Sasan has rolled out a one hundred day onboarding plan, and he has gone on an extensive listening tour focused on how Intuit can create a stronger culture, deliver better for its customers, and develop more opportunities for the company.

 

Red Hat CIO Mike Kelly discusses Red Hat’s strategic priorities and mission to become the default choice for next-generation IT, which culminated in the massive IBM deal that could reshape the cloud landscape. We also discussed how IT differentiates itself within a technology organization, how the company’s Red Hat on Red Hat approach enables IT to be the first and best customer of their products, and how Red Hat engages with the CIO community to learn from their different experiences.

Mike Kelly is the CIO of Red Hat, which was recently acquired by IBM for $34 billion in what is the third largest tech acquisition of all time. As CIO, Mike has a wide variety of responsibilities, from overseeing infrastructure and enterprise architecture, to data and analytics, to the associate experience. Mike joined Red Hat from pharmaceutical giant McKesson, currently number five on the Fortune 500, where he was CIO of CIO of McKesson US Pharmaceuticals.

 

Mike is the Chief Executive Officer of Qlik, a leading provider of analytics software and visualization analytics. As CEO, Mike is responsible for leading Qlik’s mission to become the leader in the analytics economy.

Prior to Qlik, Mike was the Chief Operating Officer of Medidata Solutions. Before Medidata Solutions, Mike spent 26 years at ADP in a variety of senior leadership positions including Chief Information Officer, Head of Product Development, and General Manager of Global HR/Payroll.

Mike received his Bachelor of Science in Computer Science from Dickinson University and his MBA from Pace University.

 

Bill is the Chief Executive Officer of GE Digital, as well as the Senior Vice President and Chief Digital Officer of General Electric, a 126 year-old industrial conglomerate with revenues exceeding $120 billion. At GE, Bill has been responsible for leading a massive digital transformation by bringing in new employees, reprogramming the existing employees, and bringing in Chief Digital Officers from the outside.

Before joining General Electric, Bill served as the Vice President at CISCO. Prior to working at CISCO, Bill was the Senior Vice President at Software AG. Bill has also held executive management positions at The Advisory Board, The MITRE Corporation, and Concept 5 Technologies.

Bill received both his Bachelor of Science and Master of Science in Computer Science from California State University, Fullerton.

Bill serves on the Board of Directors of Magna International Inc.

 

Tom is the Chief Operating Officer of Zendesk, a cloud-based provider customer service and engagement platform with nearly half a billion dollars in revenue. Tom joined Zendesk as Chief Information Officer, and has transferred many of those responsibilities to his role as Chief Operating Officer. In addition to IT, security, and analytics, Tom is primarily responsible for operations, go-to-market, and customer-facing functions.

Before joining Zendesk, Tom was the Executive Vice President of Global Product Operations and Chief Information Officer for Gap. Prior to Gap, Tom was the Senior Vice President and Chief Information Officer at L-Brands. Additionally, Tom invests in and advises a number of technology startups.

Tom received his Bachelors of Science in Systems Science from the University of West Florida.

Tom currently serves on the board of the Big Brothers Big Sisters of the Bay Area.

Mickey is the Co-Founder and CEO of Transmit Security, a cybersecurity startup focused on building a cross-channel identity platform designed to simplify, accelerate, and reduce the cost of identity-related projects for large enterprises. Along with his Co-Founder and company President, Rakesh Loonkar, Mickey has positioned the self-funded company as a go-to security solution for enterprise.

Prior to founding Transmit Security, Mickey was the Founder and CEO of Trusteer, which was acquired in 2013 by IBM for $1 billion. Before founding Trusteer, Mickey was co-founder of Imperva, now a leader in web and database security.

Mickey has successfully invested in various cybersecurity startups including Skyfence, Aorato, Hyperwise, and Lacoon Security, among several others. Mickey holds board seats at several companies he has invested in.

Mickey received his Masters of Science in Computer Engineering from the Israel Institute of Technology (Technion), and his MBA from Ben Gurion University.

 

Among other topics, Sheila discusses the following issues with Metis Strategy:

 

Sheila Jordan is Senior Vice President and Chief Information Officer at Symantec, $4 billion security and information management software company. She is responsible for driving Symantec’s IT strategy and operations. Shelia also oversees Symantec’s Global Security Office.

Prior to Symantec, Sheila was the Senior Vice President of Communication and Collaboration IT at Cisco Systems. She also worked at Walt Disney World as the Senior Vice President of Destination Disney.

Sheila serves on the Board of Directors of FactSet, a $1.2 billion revenue global company that delivers insight and information to investment professionals.

Sheila holds a BA in accounting from the University of Central Florida and an MBA from the Florida Institute of Technology.