Board of Advisors
Everest Research Institute is led by a distinguished group of senior executives and thought leaders in the global outsourcing community who oversee the annual research agenda to ensure that we fully support the business and information needs of our clients.
The Institute's 8-member Board of Advisors represents different segments of the global outsourcing industry. Members have been carefully selected for their outsourcing leadership and experience as corporate buyers, suppliers, investors, academics, and influencers. They understand the business, technical, and management needs of the outsourcing industry; thus, they are well positioned to oversee the Institute's annual research agenda, and provide expert guidance on the most important trends and issues that our research analysts need to address. The Board members meet twice a year and hold conference calls monthly to review research programs and plan new member services.
Rod Bourgeois, Sr. Research Analyst - Tech Services, Sanford C. Bernstein & Co., LLC
Rod Bourgeois covers the computer services and IT consulting industry. He is known for his quarterly tracking of outsourcing industry signings and related trends as well as for the Black Books he has published on the IT outsourcing, IT consulting, and business process outsourcing markets. Before joining Bernstein, he spent eight years as a strategy and technology consultant, including five years with McKinsey & Company, where he led an effort to develop analytical frameworks and tools to assist consultants and clients in strategy formulation. Rod's research quality, industry knowledge, and financial analysis are ranked number one in the IT services industry by the intensive Greenwich survey on Wall Street research, and he was ranked number one in 2004 by the Wall Street Journal for stock picking in the IT services sector. He earned a BS in Economics/Finance from
the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.
Nick Davies, Associate Vice President, Outsourcing Governance Office, TD Bank, Canada
Nick Davies leads the Outsourcing Governance Office, the Enterprise Vendor and Alliance Management team, and the Enterprise Contract Management team for the bank's Financial Group. Collectively, his group is responsible for developing and implementing the strategies and operating models required to effectively and efficiently manage suppliers throughout the outsourcing and vendor management lifecycles. During his 22 years with TD Bank, Nick has worked in Commercial Banking, Operations and Human Resources. Prior to his current assignment, he created and ran the Strategic Sourcing Group. This group manages the negotiation and selection process for over $1 billion in annual external spend. Nick is a graduate of Sheridan College and the Executive Development Program, Queen's University.
Robert Gunn, Co-Founder and North American Managing Partner, Prescient Leaders
Bob Gunn is a Co-Founder of Prescient Leaders, a global consulting firm that is the thinking partner for executives, working alongside them as they pursue their most valuable and urgent business priorities. Prescient's clients strive to improve leadership processes, enhance management capabilities, accelerate and sustain results, and deepen managerial capacities. Previously Bob founded Gunn Partners, a consulting firm of nearly 50 people in the US, Europe and Australia that served Global 200 companies, which he subsequently sold to Exult, Inc. Gunn Partners helped clients improve the relevance, effectiveness and value of their support organizations such as Finance, Marketing, IT and Human Resources. Bob is on the Board of Directors of Equitant, a business process outsourcing firm, and is an Advisory Board Member of the Shared Services and Business Process Outsourcing Association (SBPOA) headquartered in Brussels. He is a graduate of Williams College and also holds an MBA from the Wharton School, University of Pennsylvania.
Mary C. Lacity, Ph.D., Professor MIS, University of Missouri-St. Louis
Mary Lacity holds positions as Professor of Information Systems at the University of Missouri-
St. Louis; Research Affiliate at Templeton College, Oxford University; and Doctoral Faculty Advisor at Washington University. Her research interests focus on IT management practices in the areas of sourcing, privatization, relationship management and project management. She has conducted case studies in over 100 organizations and has surveyed both US and European IT managers on their management practices. She has given executive seminars world wide and has served as an expert witness for the US Congress. She was the recipient of the 2000 World Outsourcing Achievement Award sponsored by PricewaterhouseCoopers and Michael Corbett and Associates. She has written five books on outsourcing, and her articles have appeared in such academic and practitioner
publications as the Harvard Business Review, Sloan Management Review and MIS Quarterly. She is Senior Editor for MIS Quarterly Executive and US Editor of the
Journal of Information Technology.
Caroline Lim, Global Head of Human Resources and Corporate Affairs, PSA, Singapore
Caroline Lim is a member of the Senior Management Council of the PSA Group. In her global HR portfolio, Caroline provides leadership in all HR aspects for PSA's operations in 11 countries across Europe, India, China, Southeast Asia and Korea. A well-rounded professional, her key strengths are establishing HR as a strategic, turnkey management function, managing organizational dynamics, change management and merger & integration. She is also a strong advocate in creating, among her teams, a customer-focused environment that is proactive in offering HR solutions. Caroline has more than 20 years of experience in HR management spanning across consulting services, manufacturing and retail services industries. Prior to PSA, Caroline was the Regional Vice President of HR in Cap Gemini Ernst & Young, Asia-Pacific, for eight years. During her tenure, Caroline was responsible for HR teams
and infrastructure across 12 countries in Asia-Pacific and was known as the prominent
HR Integration Leader for people, processes, practices, policies and systems.
Russell Taruscio, BP, Group Financial Infrastructure, Director Strategy
Russ Taruscio is currently Director of Strategy for BP's Finance, Control and Accounting (FC&A) Group Financial Infrastructure organization. He is responsible for BP's global strategy for the delivery of accounting services, as well as the outsourcing commercial arrangements of all accounting and financial systems. In this role, Russ continues to evolve BP's overall strategic model for outsourcing of FC&A, has directed projects to consolidate and source decentralized in-sourced services, and led the negotiation of significant outsourced commercial arrangements. During his 28 years with BP (including Amoco which merged with BP in 1999), Russ helped transition work to and establish one of the world's largest Finance & Accounting shared services centers. Over his tenure at BP, Russ has gained extensive experience in the entire financial management process, including financial planning, general accounting, auditing, internal controls and financial reporting. His leadership was recognized by the Outsourcing Journal's 2002 Editor's Choice Awards given to the BP-Accenture partnership. He is well known on the outsourcing speaker circuit globally. Russ is a CPA and holds a BA in Accounting and an MBA.
Rita Terdiman, Founder and Principal, Conscient Partners
Rita Terdiman has held IT positions in a number of industries, including Citicorp, KPMG, American Express and Warner Communications. Rita joined Gartner more than 14 years ago as the first outsourcing analyst and later as the first global sourcing analyst and a leader of their offshore services offering. Rita has supported large enterprises across the entire sourcing lifecycle, from advocacy around the offshore outsourcing model, through internal readiness, to the creation of a risk mitigation framework, to the actual execution of the offshore operations. She has been a regular speaker on global outsourcing and her research is widely quoted in such leading media as Business Week, New York Times, Investor's Business Daily, CIO Magazine, Information Week, CNN and CNBC. Rita has been engaged in many
sourcing projects with various global corporations in IT Outsourcing. She also has provided strategic and tactical planning assistance to various offshore vendors and countries involved with the global delivery model. Rita earned a BS in Mathematics from Rutgers University and a MS in Electrical Engineering with Honors from Columbia University. |
