For my Clients, especially those within the Financial Services and Capital Markets, IT value has been traditionally measured by the cost effectiveness of any investment in IT Infrastructure or modernization. Recently, I have been getting inquiries from many of them who are now viewing their IT Assets as ways to create a supply chain that disintermediates traditional banking services. Part of this is in response to the rise of alternative settlement vendors such as PayPal, etc. that form a direct relationship with the consumer. Their biggest fear is that the profitability chain will shift to these third-parties and they are now scrambling to innovate on new platforms, particularly Mobile Devices. The next big value driver, in my opinion, is the use of Cloud Conputing Devices created specifically for the purpose of creating a secure, direct access, and unique view of the data consumed, without the need for multiple intermediaries.
John, Thanks for your comment. It is interesting to hear how mobility, cloud are converging in your line of business - from both a risk and opportunity standpoint.
Consistent with your statement below, I'm also seeing and reading a lot more these days where supply chain concepts are influencing the thinking of the IT value chain. We experienced this inside our own private cloud environment at Intel.