With a bit of looking, you can find A Business and Its Beliefs by Thomas J. Watson, Jr., published as part of the McKinsey lecture series. He does cite the UNIV

With a bit of looking, you can find A Business and Its Beliefs by Thomas J. Watson, Jr., published as part of the McKinsey lecture series. He does cite the UNIVAC as the shock that made IBM understand what it had to do. Unfortunately, the lectures were delivered before the S/360 was announced. It would have been interesting to read what he had to say about that.