May Chapter Meeting

Business Acumen


Mr. Roetzheim is a leader in the areas of information technology governance and strategy, cost estimation, benchmarking, productivity analysis and forecasting, economic analysis, fee analysis, performance reviews, feasibility studies, activity-based costing (ABC) and cost allocation, and oversight for large, complex organizations and projects. He has developed two of the industry’s leading benchmarking tools (Cost Xpert and ExcelerPlan) and he maintains the industry’s largest database of productivity related benchmark data. Mr. Roetzheim has provided this support to Federal agencies including GSA, USPS, DOI, DOE, NASA, DHS, ACF, USAF, CNCS; California state agencies including the Franchise Tax Board, Board of Equalization, Department of Child Support, Department of Social Services, Public Utility Commission, Department of Health Care Services, State Controller’s Office, and Covered California; for other large State agencies in Texas, Colorado, Washington, and Florida; and for private companies including BB&T, Wells Fargo, IBM, Accenture, US Bank, Mass Mutual, Halliburton, CGI, and KPMG.   


He has written 27 published books, over 100 articles, and three columns dealing with a variety of management and technology issues.



Simplifying California Project Approval and Oversight using State OCIO Estimation as a Service (EaaS) Support 

The State of California OCIO is deploying a customized tool supported Estimation as a Service (EaaS) capability to simplify and improve the Project Approval Lifecycle (PAL) for projects in California. This initiative is driving improvements in early stage requirement definition, risk adjusted budgeting, and acquisition standardization. Automated generation of budget documents, project approval documents, and acquisition documents speeds up the process and allows rapid response to requirement or other changes. This talk will discuss the initiative and demonstrate the tools that are used.  

Learning Objectives

  • Understand the opportunities and advantages of statewide standardization.  
  • Understand the risks and challenges, along with some strategies for overcoming those.  
  • Become familiar with how this process works for a large and complex IT portfolio across many different agencies.  

PDU Category

  • Strategic & Business Management 




It is no longer possible to register for this event

It is no longer possible to register for this event


Type of category: Chapter Meeting

Type of activity: Business Acumen

Date: May 16th, 2023

Hour: 5:30PM to 7:00PM

# of PDUs: 1


Members: $5.00

Non members and Guests: $10.00