Sunday | 2:30 PM - 5:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

Business Rules from A - Z: What You Need to Know

SPEAKER(s):

Ronald G. Ross Co-Founder & Principal, Business Rule Solutions, LLC Executive Editor, Business Rules Journal

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

What are business rules, and how can you apply them effectively in your organization? What pitfalls have other organizations encountered, and how can you avoid them? How can you get up to speed about the very latest in the field?
This tutorial tells you what you need to know to get into the express lane for business rules. It provides clear, authoritative insight into the essential concepts, techniques and tools. Find out what you need to know to be successful in your organization on a point-by-point basis, amplified by far-ranging professional experience.
Cut through the hype about technology, methodology and standards. Learn about the key areas of practical importance to your company. If you are looking for a way to get the latest and best scoop on what’s happening, this tutorial is for you. Come prepared with questions you want answered! What You Will Learn:

• What business rules are and why they matter
• How business rules will help you achieve true agility
• How to capture and manage business rules
• Fitting business rules into requirements process … and into your organization
• Pitfalls, lessons learned and best practices
• The latest trends and emerging standards



ABOUT THE SPEAKER(s):

Ronald G. Ross serves as Executive Editor of www.BRCommunity.com and its flagship publication, Business Rules Journal. He is a sought-after speaker at conferences world-wide. He gives popular public seminars through AttainingEdge (www.AttainingEdge.com) and IRM-UK (www.IRMUK.co.uk).

Mr. Ross is recognized internationally as the “father of business rules.” He has served as Co-Chair of the annual Business Rules Forum Conference since 1997. He was a charter member of the Business Rules Group in the 1980s, and an editor of the two landmark BRG papers, The Business Motivation Model: Business Governance in a Volatile World and the Business Rules Manifesto. He is active in OMG standards development, with core involvement in SBVR.

Mr. Ross is Co-Founder of Business Rule Solutions, LLC (www.BRSolutions.com). At BRS, Mr. Ross co-develops Proteus®, its landmark business requirements methodology, including the popular RuleSpeak®. Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2009), a just-released 3rd edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003).

Sunday | 2:30 PM - 5:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

Maximizing the ROI of a Business Rules Investment with Decision Management

SPEAKER(s):

James Taylor CEO Decision Management Solutions

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Those who want to get the most out of their adoption of business rules technology must adopt a business discipline focused on business decision making. They must understand the kinds of decisions they have, how these fit into their operational environment and how business rules can be used to manage those decisions. This class will cover the principles of Decision Management, its application to critical business processes and decisions and the appropriate use of available technology. It will show you how to identify and prioritize the operational decisions that drive your organization’s success, introduce business rules as a foundation to automate these decisions, link these decisions to data mining and predictive analytics and discuss how to ensure continuous improvement and competitive advantage using adaptive control. The class will cover:

• Introduction to Decision Management
• Decision Discovery
• Decision Services
• Decision Analysis
• Decisions in Processes, Events and Systems
• Getting Started – First Steps



ABOUT THE SPEAKER(s):

James Taylor is CEO of Decision Management Solutions and works with clients to develop effective technology solutions to improve business performance. He has over 20 years experience in developing software and is the foremost thinker and writer on decision management. James was previously a Vice President at Fair Isaac Corporation and was lead author of Smart (Enough) Systems (Prentice Hall, 2007), the book he wrote with Neil Raden. James is a passionate advocate of decision management and writes a popular blog at http://jtonedm.com

James has experience in all aspects of the design, development, marketing and use of advanced technology including CASE tools, project planning and methodology tools as well as platform development in PeopleSoft’s R&D team and management consulting with Ernst and Young. He develops approaches, tools and platforms that others can use to build more effective information systems.

Sunday | 2:30 PM - 5:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

Smart Use of Rules in Process

SPEAKER(s):

Kathy Long President Innovative Process Consulting, Inc.

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Do you have volumes of paper with pictures of processes that no one ever uses?

Many organizations are involved in “Process Improvement” efforts and create process models that become meaningless due to the time and resources required to keep them current. What You Will Learn:

• How to avoid process models that are created and referenced once then never used again
• How the documentation of Business Rules as part of the process influences the elements of reuse, adaptability and flexibility in the models themselves
• Through hands on experience in simple workshops, how to document business processes with techniques that will enable an organization to keep their models current well beyond their initial creation



ABOUT THE SPEAKER(s):

Kathy A. Long, a Principal of the Process Renewal Group, and President of her own company, Innovative Process Consulting, has been helping organizations understand and improve their business performance through improved processes since the mid-1980’s. She has experience improving processes in a wide variety of industries worldwide, including leasing, manufacturing, customer service, telecommunications, banking, petrochemicals, government and retail. Ms. Long brings a very practical, common sense approach to process improvement, applying a variety of techniques and the application of innovative concepts to help move organizations forward with better more effective and adaptable processes. Working with clients, she has enabled them to increase the efficiency of their processes by literally thousands of percent.

She is regarded as realistic practitioner who believes people are one of the critical factors for success in any process improvement initiative and coined the phrase, “People are the Process”.

Monday | 9:00 AM - 12:00 PM | Pre-Conference Tutorials Track

SESSION TITLE

Capturing Business Rules - From Facilitated Sessions, From Great Big Book and From Application Code

SPEAKER(s):

Gladys S.W. Lam Co-Founder & Principal, Business Rule Solutions, LLC Publisher, BRCommunity.com

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Business Rules should come from the business. However, you cannot simply ask business people to come together and then multiply rules.

In this session, Ms. Lam will present a comprehensive approach for gathering business rules from business experts using facilitated sessions. Ms. Lam will also discuss the steps required to harvest rules from great big source documents and share her experience on reverse engineering business rules from application code. This session discusses:

• How to coordinate facilitated sessions to collect business rules, including preparation, objectives, agenda and documentation for each session
• The four primary business model deliverables – Policy Charter, Workflow, Fact Model, and Business Rules
• Techniques for capturing, presenting and documenting the deliverables
• A pragmatic way of harvesting rules from great big source documents
• The steps for reverse engineering rules from application code
• The differences between process rules and decisioning rules
• Lessons learned and pitfalls to avoid



ABOUT THE SPEAKER(s):

Gladys S.W. Lam is Principal of Business Rule Solutions (BRSolutions.com), the most recognized company world-wide in business rules, decisioning, and related methodology, publications, consulting services and training. She is the co-creator of the Proteus®, the BRS methodology for business analysis, decisioning and business rules, which is used by companies world-wide. Ms. Lam actively leads business rules and decisioning projects of all sizes across a variety of industries.

Ms. Lam speaks internationally at conferences and other professional events. She co-presents public seminars through AttainingEdge. She is also Executive Director of the Business Rules Forum, the premier international conference on business rules and decisioning.

Monday | 9:00 AM - 12:00 PM | Pre-Conference Tutorials Track

SESSION TITLE

Driving Decisions with Predictive Analytics: The Top Seven Business Applications

SPEAKER(s):

Eric Siegel President (Prediction Impact) & Conference Chair (Predictive Analytics World)

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The value proposition is straight-forward and proven: Predictive analytics produces business rules that deliver. The customer predictions generated by predictive analytics’ business rules deliver more relevant content to each customer, improving response rates, click rates, buying behavior, retention and overall profit.

Harnessing value with predictive analytics depends on some careful choices: What kind of customer behavior you predict and which operational decisions you automate with it. This workshop will guide you in making these choices, and cover a healthy dose of the core technology along the way – in a “user-friendly” manner that makes the concepts intuitive, illustrating with detailed case studies. What you will learn:

• How predictive analytics automatically derives rules for decision automation by learning from experience
• The top seven business applications of analytically optimized rules
• What business rules produced by predictive analytics look like and how they work



ABOUT THE SPEAKER(s):

Eric Siegel, conference chair of Predictive Analytics World and president of Prediction Impact, Inc., is an expert in predictive analytics and data mining and a former computer science professor at Columbia University, where he won awards for teaching, including graduate-level courses in machine learning and intelligent systems – the academic terms for predictive analytics. After Columbia, Dr. Siegel co-founded two software companies for customer profiling and data mining, and then started Prediction Impact in 2003, providing predictive analytics services and training to mid-tier through Fortune 100 companies.

Dr. Siegel is the instructor of the acclaimed training program, Predictive Analytics for Business, Marketing and Web, and the online version, Predictive Analytics Applied. He has published 13 papers in data mining research and computer science education, has served on 10 conference program committees, and has chaired a AAAI Symposium held at MIT.

Monday | 1:30 PM - 4:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

Using Business Analysis to Achieve Organizational Goals

SPEAKER(s):

Kevin Brennan Vice President, Business Analysis - Body of Knowledge IIBA

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Business analysis involves understanding how organizations function to accomplish their purposes and defining the capabilities an organization requires to provide products and services to external stakeholders. It includes the definition of organizational goals, understanding how those goals connect to specific objectives, determining the courses of action that an organization has to undertake to achieve those goals and objectives, and defining how the various organizational units and stakeholders within and outside of that organization interact. Over the last five years, IIBA has worked to understand and define the increasingly critical role of the business analyst. This session will summarize the results of that research, help you understand what business analysts do, and how they can help organizations be successful. What you will learn:

• What does a business analyst do?
• What are the most important skills a business analyst needs to have?
• How can business analysts become more effective in their role?
• What are the factors that have driven the growth of the Business Analysis profession?
• What do you need to consider if you are a Business Analyst – or want to be one – both today and tomorrow?



ABOUT THE SPEAKER(s):

Kevin Brennan, CBAP, PMP, serves on the Board of Directors as the Vice-President, Body of Knowledge, as well as acting as the IIBA’s Manager of Information Technology. He is responsible for the development of the Business Analysis Body of Knowledge® (BABOK®) and was also one of the authors of the CBAP exam. He is a frequent speaker on business analysis, project management, and software quality assurance topics at conferences. Kevin has over a decade of experience as a business analyst and project manager across several industry sectors, including regulated professions, utilities, automobile manufacturing, courier services, and mortgage banking. During this time he has performed just about every task a business analyst could be expected to do, from developing corporate and product strategies to being paged by end-users looking for technical support.

Kevin has taught project management and requirements analysis at Humber College, and has a B.A. degree in History and Political Science from the University of Toronto. He is also a graduate of Second City’s improv comedy program.

Monday | 1:30 PM - 4:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

Event Processing 2010: Past, Present and Future

SPEAKER(s):

David Luckham Emeritus Professor Stanford University

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This tutorial on Complex Event Processing (CEP) will cover six topics.

1. Developing markets for event processing — a short survey of the growth of CEP in enterprise management applications and Business Activity Monitoring.
2. History — Event processing 1950-2000.
3. Adopting event processing — how to analyze your event processing requirements and plan a solution.
4. A survey of basic CEP concepts and their applications.
5. Crossing the Chasms — the four stages in the development of event processing from 2000 to 2050. The need to improve the CEP technology in commercial tools and applications.
1. The age of ubiquitous CEP — event processing goes global and disappears under the hood. Scenarios of current and future applications.

What you will learn:

• What Complex Event Processing is
• How to apply CEP to solve business problems and improve your BI operations
• How CEP enhances Service Oriented Architectures, Business Process Management, and Business Rules systems



ABOUT THE SPEAKER(s):

David Luckham, Professor Emeritus, Stanford University – Author of “The Power of Events”, has held positions in mathematics, computer science and electrical engineering at eight major universities in Europe and the United States. He was one of the founders of Rational Software Inc. in 1981. He has been an invited lecturer and keynote speaker at many international conferences.

His research and consulting activities in business and software technology are aimed at building real-time event-driven enterprises. Topics include event-driven systems, complex event processing, business activity monitoring, enterprise middleware, multi-processing and business process languages, event-driven systems architecture modeling and simulation, and artificial intelligence (automated deduction and reasoning systems).

He has published four books and over 100 technical papers; he has received two ACM/IEEE Best Paper Awards and US Industry and Government awards. His latest book, “The Power of Events”, deals with the foundations of complex event processing in distributed enterprise systems.

Monday | 9:00 AM - 9:30 AM | Business Alignment Symposium

SESSION TITLE

Introduction by Symposium Leader

SPEAKER(s):

Roger Burlton Founder BPTrends Associates / Process Renewal Group

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Welcome to the Business Alignment Symposium




ABOUT THE SPEAKER(s):

Roger T. Burlton, P. Eng, is a co-founder of the BPTrends Associates and the Process Renewal Group. He is considered a global leader, recognized internationally for his no nonsense insights and pioneering contributions in Business Process Management since 1991.

Roger has conceived and chaired over thirty high profile BPM conferences in North and South America, Europe, Middle East and Australia including Knowledge and Process Management Europe and the BPM Conferences for Shared Insights in the US. His pragmatic BPM seminar series has been running globally since 1992 and is the longest continuous series of their kind in the world.

Roger’s highly acclaimed book “Business Process Management: Profiting from Process” is regarded as a reference book for process professionals who want to conduct process architecture initiatives, process renewal projects as well as those who wish to entrench process governance across the enterprise.

Monday | 9:30 AM - 10:15 AM | Business Alignment Symposium

SESSION TITLE

Becoming Strategy-Driven: Smarter Decisions, Smarter Processes and Smarter Architectures

SPEAKER(s):

Ronald G. Ross Co-Founder & Principal, Business Rule Solutions, LLC Executive Editor, Business Rules Journal

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

If you want your business processes and HR and IT architectures to become smarter, it is logical that your approach must be business strategy-driven. Citing illustrations from real-life enterprises, Ron Ross will show how being strategy-driven means having consistent criteria to judge what to do in a timely fashion regardless of the circumstances. This session will set the criteria for evaluating everything that is done in the enterprise and the determination of what to change to sustain performance.

• The elements of strategy – drivers, ends, means and assessments
• Dealing with constant change and massive complexity
• How to achieve measurable alignment
• Continuously smarter business processes, capabilities and decisions



ABOUT THE SPEAKER(s):

Ronald G. Ross serves as Executive Editor of www.BRCommunity.com and its flagship publication, Business Rules Journal. He is a sought-after speaker at conferences world-wide. He gives popular public seminars through AttainingEdge (www.AttainingEdge.com) and IRM-UK (www.IRMUK.co.uk).

Mr. Ross is recognized internationally as the “father of business rules.” He has served as Co-Chair of the annual Business Rules Forum Conference since 1997. He was a charter member of the Business Rules Group in the 1980s, and an editor of the two landmark BRG papers, The Business Motivation Model: Business Governance in a Volatile World and the Business Rules Manifesto. He is active in OMG standards development, with core involvement in SBVR.

Mr. Ross is Co-Founder of Business Rule Solutions, LLC (www.BRSolutions.com). At BRS, Mr. Ross co-develops Proteus®, its landmark business requirements methodology, including the popular RuleSpeak®. Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2009), a just-released 3rd edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003).

Monday | 10:30 AM - 11:15 AM | Business Alignment Symposium

SESSION TITLE

Business Process Architecture and Performance Management: Linking Strategy to Capability

SPEAKER(s):

Paul Harmon Executive Editor BPTrends

Roger Burlton Founder BPTrends Associates / Process Renewal Group

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

This session will explore the benefits of a well-defined Business Process Architecture based on corporate strategy and stakeholder analysis. Successful organizations have learned the value of having a traceable process hierarchy and an enhanced balanced scorecard enabling senior executives to monitor, manage and modify their processes in response to rapidly changing market conditions. This session will show you how to establish a process architecture and performance management system that works.

• What are the Benefits of a Business Process Architecture
• What are the Criteria for an Effective Business Process Architecture
• Techniques and Tools for the Development and Enhancement of an Effective Business Process Architecture
• How to Manage and Measure Business Process Architecture
• Relationship Between a Business Process Architecture and an Enterprise Architecture



ABOUT THE SPEAKER(s):

Paul Harmon is the Executive Editor and Market Analyst at BPTrends, the most trusted source of information and analysis on trends, directions and best practices in business process management, (www.bptrends.com). He is also a Co-Founder and Chief Methodologist of BPTrends Associates, a professional services company providing executive seminars, training and consulting services for organizations interested in understanding and implementing business process management. Paul is the author of the best selling book, Business Process Change, 2nd edition: He is an acknowledged BPM thought leader and noted consultant, educator, author and market analyst concerned with applying new technologies and methodologies to real-world business problems. He is a widely respected keynote speaker and has developed and delivered executive seminars, workshops, briefings and keynote addresses on all aspects of BPM to conferences and major organizations throughout the world.




Roger T. Burlton, P. Eng, is a co-founder of the BPTrends Associates and the Process Renewal Group. He is considered a global leader, recognized internationally for his no nonsense insights and pioneering contributions in Business Process Management since 1991.

Roger has conceived and chaired over thirty high profile BPM conferences in North and South America, Europe, Middle East and Australia including Knowledge and Process Management Europe and the BPM Conferences for Shared Insights in the US. His pragmatic BPM seminar series has been running globally since 1992 and is the longest continuous series of their kind in the world.

Roger’s highly acclaimed book “Business Process Management: Profiting from Process” is regarded as a reference book for process professionals who want to conduct process architecture initiatives, process renewal projects as well as those who wish to entrench process governance across the enterprise.

Monday | 11:15 AM - 12:00 PM | Business Alignment Symposium

SESSION TITLE

Performance Management and Agility

SPEAKER(s):

James Taylor CEO Decision Management Solutions

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Significant investments have been made in performance management systems that purport to enable organizations to manage better day to day but also to govern change. These management systems are useful since they identify opportunities and threats. Many of these decision making and change management processes, however, react too slowly for today’s pace. Are companies focusing on instrumentation to the detriment of agility? How much more value could you realize if you could more rapidly and accurately change your systems to exploit these opportunities or address these threats? What if you could look at your dashboard and respond to what you learned by directly changing the way your systems, and thus your company, behave? This session will discuss:

• The need to balance performance monitoring and decision management to maximize both awareness and agility.
• How Decision Management transforms your investment in instrumentation into an investment in agility.
• How Agility translates to direct impact on your key business priorities-cost competitiveness, differentiation, customer retention and growth.
• How Agile systems make your whole enterprise more responsive to change.



ABOUT THE SPEAKER(s):

James Taylor is CEO of Decision Management Solutions and works with clients to develop effective technology solutions to improve business performance. He has over 20 years experience in developing software and is the foremost thinker and writer on decision management. James was previously a Vice President at Fair Isaac Corporation and was lead author of Smart (Enough) Systems (Prentice Hall, 2007), the book he wrote with Neil Raden. James is a passionate advocate of decision management and writes a popular blog at http://jtonedm.com

James has experience in all aspects of the design, development, marketing and use of advanced technology including CASE tools, project planning and methodology tools as well as platform development in PeopleSoft’s R&D team and management consulting with Ernst and Young. He develops approaches, tools and platforms that others can use to build more effective information systems.

Monday | 1:15 PM - 2:00 PM | Business Alignment Symposium

SESSION TITLE

Enterprise Alignment through Enterprise Architecture and Governance

SPEAKER(s):

George S. Paras Managing Director (EAdirections) & Editor-in-Chief (Architecture & Governance Magazine) EAdirections / Architecture & Governance Magazine

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Achieving ambitious, large scale enterprise transformation demands unique competencies and perspectives, different from those required for day-to-day project execution and operations. It requires an enterprise view of alignment, bridging big-picture strategy consistently into hundreds of smaller scale implementation and operational decisions. Enterprise Architecture (EA) and effective Governance are two of those critical competencies. This session will explore the techniques and approaches that leading organizations use to institutionalize these core management disciplines, reaching beyond the IT department to create a true partnership with business leadership.

• How to sort out competing Business, IT and EA priorities
• Perspectives: Strategic vs. Tactical, Enterprise vs. Project, Process vs. Content
• The Enterprise View – Capabilities, Portfolios and Roadmaps
• Alignment deliverables for the executive and models for EA consumer
• The human challenge – Culture, People, Persuasion, Roles, Responsibilities



ABOUT THE SPEAKER(s):

George Paras is a widely recognized mentor/coach, speaker, author, and thought leader in Strategy, Enterprise Architecture (EA), Portfolio Management, Organization and Governance. His unique mix of experience, creativity and insight combined with a pragmatic style and a personal touch has made him a highly sought-after mentor trusted by senior IT Leaders from every industry and business segment. His clients rely on him for sound and balanced advice on introducing, implementing, refining and sustaining core management disciplines. Mr. Paras is Managing Director at EAdirections, which he co-founded with industry thought leaders Larry R. DeBoever and Tim Westbrock. Previously, he led the EA research area and provided IT Leadership coaching in his position as Director of the Enterprise Planning and Architecture Strategies group at META Group. He also served as Chairman of the long-running Enterprise Architectures Conferences (EAC) and is currently Editor-in-Chief of Architecture and Governance Magazine.

Monday | 2:00 PM - 2:45 PM | Business Alignment Symposium

SESSION TITLE

Process, Data and Enterprise Architecture Governance

SPEAKER(s):

Brent Sabean President Performance Innovations

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Your organization is a complex business system; an enterprise comprised of many architectural components or capabilities working together for a purpose. Ideally, every architectural component is an asset managed throughout its life-cycle from idea to retirement. To effectively steward these assets through their life journey many decisions will have to be made. This governance requires the acceptance of accountability for each component by a person with authority and the capability and willingness to make decisions for the optimization of the asset in light of the complete business system. The session will provide a pragmatic approach to developing a governance framework implementing oversight of process, data, and all other enterprise assets and components requiring alignment. The approach includes establishing principles for assigning ownership and stewardship roles and responsibilities.

• What needs to be governed?
• Why governance now?
• How much governance is enough?
• A governance framework
• A case study of successful governance



ABOUT THE SPEAKER(s):

Brent Sabean is a senior management consultant with over thirty years experience. His focus has been on helping clients improve organizational performance through business process innovations. Throughout his career he has worked with several of the major professional services firms, including Quasar Systems Ltd. (now Cognos), the Coopers & Lybrand Consulting Group, and American Management Systems. He now provides advice and assistance to clients in both the public and private sectors as an independent consultant, and as an associate of the Process Renewal Group, a small team of executive level consultants specializing in Business Process Management.

Brent obtained a BSc from St Mary’s University in his hometown of Halifax, Nova Scotia. He also holds an MBA from Queen’s University and is a Certified Management Consultant through the Canadian Association of Management Consultants.

Monday | 3:00 PM - 3:45 PM | Business Alignment Symposium

SESSION TITLE

Aligned Project Portfolio Management

SPEAKER(s):

Michael McDermott Enterprise Consultant Inside Business Architecture

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Most business enterprises have significantly more requests for resources than can be provided. These resource requirements can be operational requests to run the business and they can be requests to fund change in capability to run the business for better performance. One of the toughest challenges today, as always, is allocating the right resources to the right work at the right time all the time. Strategic intent, business process architecture, enterprise architecture and a governance mechanism should be able to guide an aligned portfolio of work that could be done to change capability. Effective management of the portfolio of all business changes considered together and not just in their own domains is needed to make the right resource allocation decisions. Matching demand with the supply of the financial and human resources required to deliver the results and reconciling internal political pressures is the tough part of the juggling act.

• Business Strategy, Process Architecture & Enterprise Architecture as the foundation for a portfolio of work
• Managing a portfolio to identify and grow profitable engagements
• Identifying the current change portfolio and resource commitments
• Balancing unanticipated requirements with current commitments
• Juggling the portfolio in real time



ABOUT THE SPEAKER(s):

Michael McDermott is an Enterprise Consultant with a track record of providing elegant solutions to complex problems. He is the founder of the social network and online publication, Inside Business Architecture and the author of ELF, The Framework for Organizational Fitness.
Throughout his career, Mr. McDermott has held positions of leadership, contributing the success of a variety of companies form grant based research firms, capital-intensive industry pioneers, bootstrap start-ups, privately held multinationals, venture capital dot-coms, medical consultancies and publicly traded fortune 500 companies.

Monday | 3:45 PM - 4:45 PM | Business Alignment Symposium

PANEL

Panel: Pulling It All Together: Symposium Faculty Panel Discussion

SPEAKER(s):

Moderator: Roger Burlton Founder BPTrends Associates / Process Renewal Group

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Panel Discussion featuring Roger T. Burlton, Ronald G. Ross, Paul Harmon, James Taylor, Geroge S. Paras, Clay Richardson and Michael McDermott.




ABOUT THE SPEAKER(s):

Roger T. Burlton, P. Eng, is a co-founder of the BPTrends Associates and the Process Renewal Group. He is considered a global leader, recognized internationally for his no nonsense insights and pioneering contributions in Business Process Management since 1991.

Roger has conceived and chaired over thirty high profile BPM conferences in North and South America, Europe, Middle East and Australia including Knowledge and Process Management Europe and the BPM Conferences for Shared Insights in the US. His pragmatic BPM seminar series has been running globally since 1992 and is the longest continuous series of their kind in the world.

Roger’s highly acclaimed book “Business Process Management: Profiting from Process” is regarded as a reference book for process professionals who want to conduct process architecture initiatives, process renewal projects as well as those who wish to entrench process governance across the enterprise.

Tuesday | 9:00 AM - 10:00 AM

KEYNOTE

The Decision Dilemma: Making Better Decisions in the Face of Uncertainty

SPEAKER(s):

Jim Sinur Vice President Gartner

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The business has been under supported in making effective decisions. Business Intelligence and Spreadsheets are a help, but there are more sophisticated options that allow the business to power its’ way into better decisions in a sea of change and uncertainty. New combinations of methods, practices and technologies will take us towards more effective and timely decisions.




ABOUT THE SPEAKER(s):

Jim Sinur is a recognized thought leader in the Business Process Management, Business Rules Management and Decision Optimization arenas. Until recently, he was the Chief Strategy Officer for Global360 and was responsible for the advancement of Global 360’s products in the BPM and Process Intelligence markets. Prior to joining Global 360, Jim Sinur served as a VP at Gartner Research where he researched topics including BPM, business modeling, business activity monitoring and process intelligence technologies.

Jim Sinur served as the Director of Worldwide Technologies for American Express. Before joining American Express, Sinur spent time at Northwestern Mutual Life, where he was involved in the design and building of business-critical applications in the investment and annuity departments. Additionally, Sinur led the development of the company’s Underwriting Workbench.

Tuesday | 10:25 AM - 11:25 AM | Case Studies Track

SESSION TITLE

Construction of a Vision using the Business Rules Approach - We Did It!

SPEAKER(s):

Mark Myers Enterprise Analyst Northern California Power Agency (NCPA)

Miranda Shumaker Business Analyst Northern California Power Agency (NCPA)

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

In the beginning, there was a Vision. That Vision was supported by a foundation of Business Rules. During inspection others who lacked the same foundation discovered their framing to be weak and unstable; while those with the Vision, with the Foundation, passed inspection and moved on to complete their construction project without losing one night’s sleep. What you will learn:

• How to build a strong foundation of Business Rules
• How to construct Business Alignment with a strong framework
• How to achieve Business Agility with the Business Rules Approach



ABOUT THE SPEAKER(s):

Mark Myers is a recognized leader in the implementation of business rules projects and has been described as a pragmatic visionary. He has worked in the Wholesale Electrical Power business for over 25 years, designing, documenting and implementing business solutions. Mark has worked for Fortune 500 companies and introduced the business rules approach to the California ISO before moving to Northern California Power Agency (www.ncpa.com) where he works as a Manager of Information Systems. Mark received a BA in Business Information Systems from Phoenix University.




Miranda Shumaker has worked in the Wholesale Electrical Power industry for the past 9 years, with the last 6 focused on designing, documenting, testing, and implementing business solutions from the business perspective.

Tuesday | 10:25 AM - 11:25 AM | How To Track

SESSION TITLE

Dynamic Business Vocabulary - What's Up with That?

SPEAKER(s):

Kevin Chase Senior Vice President, Group Implementation Services ING

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Not all business vocabulary is static, and doesn’t fit neatly into the vendors’ demos. ING provides outsourced pension administration services to a variety of companies. A static business vocabulary doesn’t meet the needs of multiple clients, and the ever changing regulatory landscape. See how ING learned to dynamically introduce new business vocabulary in order to keep up with the rapid pace of change in the pension world. What you will Learn:

• What is “dynamic” business vocabulary?
• How to extend the concept of “user defined fields” into your business rules. Applications have done it for years, why not rules?
• How to work with your IT group to build a flexible business object model, and combine that with the underlying data model.



ABOUT THE SPEAKER(s):

Kevin Chase has been involved with business rules for 7 years, all in the benefits outsourcing business, specifically, the complex decisions around administering pension plans. In that time, he has built a center of excellence within the organization around business rules, and their implementation by business analysts.

Tuesday | 10:25 AM - 11:25 AM | BPM Track

SESSION TITLE

BPM, Collaboration and Social Networking

SPEAKER(s):

Sandy Kemsley BPM Analyst and System Architect Kemsley Design

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Collaboration and social networking are starting to impact our business process and our business rules. Business processes are being defined collaboratively by multiple process designers across an organization, and users can now interact more collaboratively while executing a task within a process if that helps them to complete the task. Not only does this change how processes are designed and executed, but it has an impact on the tacit business rules that emerge during the course of that collaboration. What You Will Learn:

• How social software, or “Enterprise 2.0”, is impacting BPM — culturally, technologically and economically
• Barriers to adoption
• Expectations for future innovations and impacts



ABOUT THE SPEAKER(s):

Sandy Kemsley is an independent analyst, architect and blogger, specializing in business process management and related technologies. During her career of 20+ years, she founded both a desktop workflow and content management product company, and a 40-person services firm specializing in BPM and e-commerce. She also worked for FileNet (now IBM) as Director of eBusiness Evangelism during 2000-1, and was a featured speaker on BPM and its impact on business at conferences and customer sites in 14 countries during that time. In 2002 she returned to independent practice, and writes the popular “Column 2” blog on ebizQ at www.column2.com.

Tuesday | 10:25 AM - 11:25 AM | Chief Architect Track

SESSION TITLE

Business Agility Using Rules - Merchant Acquiring Risk and Fraud Solutions

SPEAKER(s):

Mark Eastwood VP, Solution Management FICO

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Financial fraud continues to be a significant challenge the world over; fighting fraud is a constantly changing battle. Business rules managed by the anti-fraud team provide a flexible way to quickly keep up with the latest trends. Leveraging decision management (analytics and business rules) it’s possible to quickly build a highly flexible, high performance mechanism to review merchant acquiring payment-card transactions. You will learn

• a brief overview of the fraud industry specifically about the “payment-card merchant acquiring fraud” space
• the high-level architecture of a flexible detection platform combining analytics, patented profiling mechanisms and rules
• major solution functionality
• implementation overview and challenges



ABOUT THE SPEAKER(s):

Mark oversees a global team of subject-matter experts in risk, fraud, customer management and collections along with software architects and product experts. They know how to apply FICO products and technologies to real-world business challenges. Mark is responsible for the overall vision and direction regularly architecting complex client solutions.

Mark brings an extensive technology background, market sensitivity, vision and pursuit of excellence. He has 20 years of experience delivering decision management and decision support applications in many industries. In particular he has architected and led development of many originations projects using business rules and analytics for leading global financial institutions.

Tuesday | 11:30 AM - 12:30 PM | Case Studies Track

SESSION TITLE

Using Business Rules to Transform Customer Experience at Starwood Vacation Ownership

SPEAKER(s):

Ian Cole Vice President of Strategic Technology Starwood Vacation Ownership

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This presentation discusses how the Vacation Ownership industry is experiencing double-digit growth, with no signs of slowing. To meet these rapid market changes and grow its business, Starwood Vacation Ownership required a solution with power and agility.

• Learn how Starwood is transforming customer experience with Pegasystems
• Hear about Starwood’s projects and lessons learned
• Understand Starwood’s resource development and support approach
• Explore Starwood’s next steps for enabling web self-service and call center reservations



ABOUT THE SPEAKER(s):

Ian Cole has been the Vice President of Strategic Technology for Starwood Vacation Ownership (SVO) since 2005. He is responsible for aligning business and technology strategies as well as identifying and implementing new technologies across the company. He oversees teams responsible for Software Development, Web Technology, Technology Project Management and Enterprise Information Management. Since Mr. Cole joined SVO in 1998 he has been a part of the leadership team that transitioned the company from a small public company to a key division of Starwood Hotels and Resorts.

A member of the Hospitality and Finance Technology Professionals (HFTP), Mr. Cole was named the 2008 Certified Hospitality Technology Professional (CHTP) of the Year. As Chairman of the American Resort Developers Association (ARDA) Technology Forum, he often speaks on technology topics within the Vacation Ownership industry. He is also frequently asked to speak on topics such as IT Organizational Design and Leadership, Enterprise Information Management (EIM), Business Process Management (BPM) and Customer Relationship Management (CRM).

Tuesday | 11:30 AM - 12:30 PM | EDM Track

SESSION TITLE

From Raw Data to Proactive Decisions: Using Business Rules for Condition Based Maintenance

SPEAKER(s):

David Wilson Program Manager, Machine Health John Deere Construction & Forestry Division

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The machine maintenance environment today is flooded with data. The challenge for the industry is to not only understand what the data is telling us, but also how to interpret it in such a way that decisions can be made to proactively manage machine health. What You Will Learn:

• Best practices for leveraging expert knowledge to turn raw data from multiple sources into useful information.
• How to use this information to make proactive decisions.
• How to use these decisions to control long-term asset costs.



ABOUT THE SPEAKER(s):

Skilled in the areas of conditions-based maintenance and fluid analysis, David works with John Deere dealers and customers to implement proactive machine health management to generate maximum productivity, uptime, and the lowest daily operating costs from their equipment.

Certified in Six Sigma methodology, David is the business owner responsible for partnering with IT teams throughout the company to define requirements and manage new machine health technology. These solutions provide dealers and customers with new ways control their long-term repair costs and realize full-time productivity from their fleet.

Tuesday | 11:30 AM - 12:30 PM | How To Track

SESSION TITLE

Capture Your Complex Rules by Asking Pragmatic Questions

SPEAKER(s):

Gladys S.W. Lam Co-Founder & Principal, Business Rule Solutions, LLC Publisher, BRCommunity.com

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Decisioning rules can come by the hundreds or thousands. These rules often involve large number of criteria. How do you capture that many business rules with so many variations without going crazy?

This presentation outlines a pragmatic approach based on developing business questions to create complex decision tables. These same questions can be reused to design interactive web-based applications, ensuring that business rules captured during the analysis phase are ultimately enforced. This approach can also be used to jump-start design activities.

This presentation will …

• Discuss how to assess complex business activity to identify decisions
• Show how to ask questions to identify all criteria for a complex set of rules
• Illustrate how a decision table is evolved based on all criteria
• Demonstrate how to change these rules



ABOUT THE SPEAKER(s):

Gladys S.W. Lam is Principal of Business Rule Solutions (BRSolutions.com), the most recognized company world-wide in business rules, decisioning, and related methodology, publications, consulting services and training. She is the co-creator of the Proteus®, the BRS methodology for business analysis, decisioning and business rules, which is used by companies world-wide. Ms. Lam actively leads business rules and decisioning projects of all sizes across a variety of industries.

Ms. Lam speaks internationally at conferences and other professional events. She co-presents public seminars through AttainingEdge. She is also Executive Director of the Business Rules Forum, the premier international conference on business rules and decisioning.

Tuesday | 11:30 AM - 12:30 PM | BPM Track

SESSION TITLE

Using Models to Document, Validate, Gain Agreement and Automate Business Rules

SPEAKER(s):

Dan Hlavac Business Analyst/Architect State Farm Insurance

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Our project started with a seemingly easy question: How do we know if a member of our sales force is eligible to sell one of our products? Using process modeling techniques, we detangled complex business rules stemming from differing state regulations and company policies. What you will learn:

• Leverage process modeling techniques to gain business partner trust and move toward automation
• Tackle the big elephant in the room by having a solid plan and connecting the right dots with the right people
• Overcome sacred corporate dogmas



ABOUT THE SPEAKER(s):

Dan Hlavac has worked in the IT sector for over ten years and has spent the last several years working on the business side of the fence. After receiving his Masters degree in Organizational Communication, he worked for small companies, mid-size companies, and, most recently a fortune 50 insurance/financial service company. He has provided vision and leadership on projects such as the head of information security for Internet services; the leader of business architecture for the company’s sales, assignment and human resources management system; and a driving force behind integrating business architecture with SOA initiatives. He is currently leading a large process improvement effort for the entire Agency and Marketing departments.

Tuesday | 11:30 AM - 12:30 PM | Chief Architect Track

SESSION TITLE

Externalized Business Rules Enhance the Agility of Business Process Applications

SPEAKER(s):

Dr. M. A. Ketabchi President, CEO & Founder Savvion, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Defining a business process for building process applications often requires you to define business rules that determine process routings and compute critical parameters. These could be simple process routings and calculations, or governed by a set of complex rules base. This rules base may be owned by a unit of enterprise different than who owns the process and it may be shared among multiple processes. Such a rule base should be externalized and defined in a way that it can be changed without needing to change the process application. Externalizing rules makes business process models more comprehensible and enhances the agility of the application. What You Will Learn:

• What are different types of business rules?
• How business rules are incorporated in process?
• How to ensure agility of your rules based process applications?



ABOUT THE SPEAKER(s):

Dr. M. A. Ketabchi is well known for his pioneering research in business process management technologies and methods, process centric domain-oriented business solutions. Over the last 20 years he has published and presented extensively in these areas and has made significant contributions to advance the state of the art and technologies in BPM.
Dr. Ketabchi was a Full Professor at Santa Clara University when he founded Savvion in 1994. Under his leadership Savvion launched the first BPM product in the market in 1999, built a strong customer base of leading enterprises globally, and reached profitability and growth.
He received his Ph.D. degree in Computer and Information Sciences from the University of Minnesota, Minneapolis

Tuesday | 2:05 PM - 3:05 PM | Case Studies Track

SESSION TITLE

Top 10 Challenges in Adopting BRM

SPEAKER(s):

Marilee Lanhardt Business Analyst State Farm

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

BRM concepts and rule technologies have been around for years. So, why are organizations so slow to adopt Business Rules Management and rules-related technologies?
In this session we’ll share the Top 10 Challenges in Adopting Business Rules Management within an organization – from both a Business and IT perspective. What you will learn:

• What the Challenges are
• Why they exist
• What you can do to tackle these challenges



ABOUT THE SPEAKER(s):

Marilee Lanhardt has been a Business Analyst in State Farm’s IT department for over 30 years. Since February 2005, she has been a member of the Business Rules Management Technologies Component. The goal of the Component is to guide State Farm’s IT department in the enablement of Business Rules Automation and Business Rules Management technologies.

Tuesday | 2:05 PM - 3:05 PM | EDM Track

SESSION TITLE

Addressing the Challenges of Developing a Universal Decision Management Platform in an Emerging Company

SPEAKER(s):

Stephanie Alsbrooks Director ThinkCash Financial

Kartheek Veeravalli Business Rules Analyst ThinkCash Financial

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This case study presents the approach and solutions for the numerous challenges faced during designing and developing a Decision Management System in an emerging company requiring new rules and strategies. A right combination of internal business logic control and outsourcing of non core business systems enabled the team to build a flexible and scalable system for the business in addition to controlling CAPEX and OPEX. Learn how predictive analytics, decision simulation and optimization can help make connected decisions and implement improved business strategies. What You Will Learn:

• Challenges and approach
• Internal development vs. outsourcing
• How to improve business strategies



ABOUT THE SPEAKER(s):

Stephanie Alsbrooks has over 10 years of experience leading implementations of decision management systems. Stephanie has lead and managed different kinds of decision management projects including transformation of business strategies and rules from existing legacy system to new decision engines and envisioning and building EDM solutions for emerging companies. She has successfully built and lead multiple decision engine teams of architects, developers, business analysts and project managers.
Stephanie is currently working as Director of Verifications at ThinkCash Financial. She has previously worked as VP of Originations at AmeriCredit and VP of Strategic Management at Sixth Gear.




Kartheek Veeravalli was a Consultant with FICO and has designed and developed various decision management solutions for clients. Kartheek has worked with numerous companies in industries such as banking, auto finance, insurance, health care and retail. He was a key member of the FICO Blaze team, assisting numerous clients with all facets of business rule management. He played multiple roles (business analyst, rules architect, project management) in projects and understands the whole life cycle of a BRMS solution implementation. Kartheek Veeravalli is currently working as a Business Rules Analyst for ThinkCash Financial.

Tuesday | 2:05 PM - 3:05 PM | How To Track

SESSION TITLE

Business Rules and Tables

SPEAKER(s):

Jan Vanthienen Professor in Business Information Systems K.U. Leuven

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

When modeling and managing complex business logic in real business situations, we want to ensure the quality of the set of business rules from the start. Decision tables have proven a useful aid in modeling and maintaining complex business situations in a simple manner, thereby avoiding common anomalies, such as: redundant, conflicting, subsumed or missing rules. What you will learn:

• Concept, objectives and application areas of rule tables
• The decision table and alternative representations: trees, rules, spreadsheets
• Verification and validation by construction
• Experiences with the modeling and representation of business rules by business experts in real business situations



ABOUT THE SPEAKER(s):

Jan Vanthienen is professor of information systems at Katholieke Universiteit Leuven (Belgium), Business Information Systems Group, where he is teaching and researching on business rules and business intelligence, information systems analysis and design, and information and knowledge management. He is a founding member of the Leuven Institute for Research in Information Systems (LIRIS). The area of business rules modeling, validation and verification of business rules, and business rule automation has been his major area of research and expertise for many years. Mr. Vanthienen has published numerous articles on this subject.

Tuesday | 2:05 PM - 3:05 PM | BPM Track

SESSION TITLE

Process Notations: A Picture is Worth a Thousand Words: But What Picture and What Language

SPEAKER(s):

Kathy Long President Innovative Process Consulting, Inc.

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Confused about which notation to use? Which method or which tools? Well, join the crowd. Most people are confused and frustrated with the graphical aspect of process and clearly fail to understand how powerful the “right” picture can be to an analyst. What You will Learn:

• What the real differences are between the various approaches, why the distinction is important.
• Why you need to care about what the picture looks like and what notations will allow you to create the “right” picture.
• How to create a graphical representation that is maintainable and clearly indicates the major opportunities in the process.



ABOUT THE SPEAKER(s):

Kathy A. Long, a Principal of the Process Renewal Group, and President of her own company, Innovative Process Consulting, has been helping organizations understand and improve their business performance through improved processes since the mid-1980’s. She has experience improving processes in a wide variety of industries worldwide, including leasing, manufacturing, customer service, telecommunications, banking, petrochemicals, government and retail. Ms. Long brings a very practical, common sense approach to process improvement, applying a variety of techniques and the application of innovative concepts to help move organizations forward with better more effective and adaptable processes. Working with clients, she has enabled them to increase the efficiency of their processes by literally thousands of percent.

She is regarded as realistic practitioner who believes people are one of the critical factors for success in any process improvement initiative and coined the phrase, “People are the Process”.

Tuesday | 2:05 PM - 3:05 PM | Chief Architect Track

SESSION TITLE

Enabling Effective Business/IT Collaboration

SPEAKER(s):

Rik Gerrits Chief Architect, CTO RuleArts

Colleen McClintock Product Manager IBM

Linda Nieporent WebSphere ILOG BRMS Product Manager IBM

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The business rule approach and its supporting technologies enable a new level of business/IT synergy. Business rules can be expressed, organized, and managed from a business perspective, and traceability can be maintained between the business rules and their implementation in automated business decisions. In this presentation we will demonstrate how business and IT can more effectively collaborate to achieve shared organizational objectives. What you will learn:

• Where the boundary is between the rules of the business and those of IT
• What information about rules should be exchanged between business and IT
• How IBM and RuleArts have provided an integrated approach and what’s next



ABOUT THE SPEAKER(s):

Rik Gerrits studied mathematics and business economics and is chief architect of RuleArts’ RuleXpress, a sophisticated environment aimed for business rules analysts and business end users.




Colleen McClintock is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product team for the last 10 years and prior to that managed her own consulting firm specializing in business rule modeling and implementation.




Linda Nieporent is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product management team for the past 4 years. Previously, she did consulting and training on business rules and data modeling.

Tuesday | 3:10 PM - 4:10 PM | Case Studies Track

SESSION TITLE

Improvements to the Operational Performance of a Data Collection Process with the Use of BI and BR

SPEAKER(s):

Johan Lammers Project Manager Statistics Netherlands

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The data collection process within Statistics Netherlands is redesigned. The core of this redesign is Contact and Relations Management (CRM). CRM is crucial in aligning various channels to collect information from persons, households and enterprises. Efficiency and effectiveness depends on the appropriate use of channels and questionnaires. Combining information from CRM, ERP, HRM and previously collected data delivers the arguments to reach optimal decisions. Furthermore this solution will generate information to monitor the processes. Both parts require business ruling. What You Will Learn:

• How information is integrated and reported
• How business decisions are supported by rules
• How rules are applied to use the information



ABOUT THE SPEAKER(s):

Johan Lammers is an employee of Statistics Netherlands. His primary working area is research and development to improve the processes to compile official statistics. As methodologist, project manager and statistical researcher he focused on several redesigns of the processes and systems concerning data collection, business registers and on the processing of statistical information. From 2005 onward the use of business rules and EDM is one of the main topics of the business architecture, business analysis and of the methodological development.

Tuesday | 3:10 PM - 4:10 PM | EDM Track

SESSION TITLE

Automating Commercial Underwriting Using Business Rules

SPEAKER(s):

Sundar Vallianayagam CEO Jarus Technologies

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

One of the key challenges facing the Insurance industry is the cost and time for Commercial Insurance underwriting. Automating commercial underwriting is faced with many challenges: frequent changes to underwriting criteria, complex pricing and risk selection. In this session we will present an award winning solution that combines business rules and predictive analytics for risk selection and to get accurate pricing. What You Will Learn:

• How a large Insurer has automated underwriting, enabling agents to quote and bind in a single session
• Incorporating predictive analytics model into real-time underwriting process
• How business analysts are able to maintain and test rules using advanced frameworks



ABOUT THE SPEAKER(s):

Sundar Vallianayagam has over 15 years of BRMS experience. He has provided rule harvesting and implementation services to a large number of corporations including CISCO, St Paul Travelers, ING, Harleysville Insurance, Farmers Alliance, Bankers Life, etc. He has experience in several rule technologies such as Fair Isaac Blaze Advisor, iLog, Haley, Drools, OPS/J and others.

Tuesday | 3:10 PM - 4:10 PM | BPM Track

SESSION TITLE

Collecting, Connecting and Correcting the Dots

SPEAKER(s):

Roger Burlton Founder BPTrends Associates / Process Renewal Group

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

A classic challenge in process work is affectionately called ‘connecting the dots’. But in order to connect them you have to ‘collect’ them first. Once these have been discovered and assembled they can be analyzed and ‘corrected’ using a variety of techniques appropriate for the problem at hand. Repeatable patterns of collecting, connecting and correcting can be found at all levels of BPM including Enterprise BPM, BP analysis and design, and also implementation of aligned technology and human solutions. This session will delve into the opportunities for re-use of BPM techniques at all levels.

• Information gathering (Collecting)
• Modeling (Connecting)
• Analysis and Design (Correcting)



ABOUT THE SPEAKER(s):

Roger Burlton is a founder of BPTrends Associates and a member of its advisory board. In 1993 he started the Process Renewal Group: a pioneering association of thought leaders in BPM. He is considered a global innovator in methods for business and technology change and is recognized internationally for his leadership. Roger has developed and chaired several high profile conferences on advanced business and information management globally. His pragmatic BPM global seminar series started in 1991 and Roger is the longest continuous running BPM educator in the world. Roger’s highly acclaimed book, Business Process Management: Profiting from Process is regarded as the reference book for process professionals who want to conduct process strategy and architecture initiatives as well as process renewal projects and process governance.

Tuesday | 3:10 PM - 4:10 PM | Chief Architect Track

SESSION TITLE

An Evolutionary Perspective of BRMS

SPEAKER(s):

Pedram Abrari CTO, Founder Corticon Technologies, Inc.

MAIN FOCUS OF PRESENTATION: IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This presentation discusses the evolution of the BRMS market, comparing business rule engine architectures, approaches and algorithms, and the impact on rule authoring, rule set execution performance, and overall project success. It demystifies “inferencing” and provides sage tips on how to avoid the common pitfalls of Rules projects. All conference attendees, from executives to developers to business analysts and project managers will benefit from this straightforward analysis of why Business Rules Software has not yet reached its full potential of being an essential tier of the enterprise infrastructure stack. Find out what is going on “under the hood” of business rules engines and you’ll be better positioned to chart a successful course for business automation in your organization. What you will learn:

• Architectures, approaches and algorithms of First Generation and Next Generation BRMSs
• How rule engine design can affect ease-of-rule-authoring and execution performance
• What “inferencing” means, and its importance to your business rule projects



ABOUT THE SPEAKER(s):

Mr. Abrari is considered by many as one of the brightest innovators and thought leaders in the Business Rules domain. He has over 15 years of experience in enterprise software, including eight years as a technical lead and architect. He has collaborated with Ronald Ross on his publication Principles of Business Rule Approach. He co-founded Corticon Technologies to deliver the first Model-Driven Business Rule technology to the market.

Tuesday | 4:30 PM - 5:30 PM | Panel Track

SESSION TITLE

Vendor Panel (In Exhibit Hall): Is BRMS at a Cross Road? Vendors Speak Out

SPEAKER(s):

Moderator: Stephen D. Hendrick Group Vice President, Application Development & Deployment Research IDC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Although issues including IT spending, process automation, IT Governance, analytics, open source software, and cloud computing will all have a degree of impact on the BRMS market, here is your opportunity to hear what trends the vendors believe will drive market growth and your opportunity to challenge or question a panel of leading BRMS experts on the future direction of this market.




ABOUT THE SPEAKER(s):

Stephen D. Hendrick leads IDC’s Application Development and Deployment research group which cover tools, technologies, and platforms used by professional developers to build and deploy applications. The Application Development and Deployment services that Mr. Hendrick manages include:

• Application Development Software
• Information Management and Data Integration Software
• Business Process Integration and Deployment Software
• Application Life-Cycle Management
• Service Oriented Architectures and Web Services Software
• Application Development and Deployment Cloud Services

Mr. Hendrick has published research over the last 18 years in each of these areas as well as leading research efforts in IDC’s Worldwide ISV Model, IDC’s Worldwide Professional Developer Model, and IDC’s Worldwide Software Developer Collaborative. Mr. Hendrick is responsible for advising clients on market and technology directions as well as directing supply- and demand-side primary research to size, forecast, and segment the Application Development and Deployment markets.

Mr. Hendrick’s experience at Chase included managing software product development, directing product support activities, and driving the development of financial information systems to facilitate cost allocation, pricing, strategic planning, and product positioning. He utilized decision analysis and relational database technology in addressing information systems needs for Chase and Chase customers including Mobil Oil, Goldman Sachs, ARA Services, and McKesson.

Prior to this, Mr. Hendrick was a consultant at Interactive Data Corporation developing EIS solutions. He also served as an outside professional for Harbridge House developing fleet supervisory applications for the U.S. Navy, and supported econometric research in the areas of energy demand modeling, transportation, and litigation at Charles River Associates.

Mr. Hendrick received a B.A. in economics from Hartwick College and an M.B.A. from Boston University.

Tuesday | 4:30 PM - 5:30 PM | How To Track

SESSION TITLE

Developing Natural Language Business Rule Statements - A Practical Method

SPEAKER(s):

Graham Witt Lead Consultant Ajilon

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This presentation describes a practical method of developing rule statements that are in natural language (thus able to verified by stakeholders) and unambiguous (thus able to be implemented consistently within the organisation and the parties with which it deals). The author has developed this method for a large Australian government agency that has selected the Business Rules Approach and the Object Management Group’s Semantics of Business Vocabulary and Business Rules (SBVR)[1] as representative of best rules practice. It involves:

• a detailed taxonomy of rules
• the use of templates and sub templates to generate well-formed rule statements



ABOUT THE SPEAKER(s):

Graham Witt has over 30 years’ experience in assisting organisations to acquire effective IT solutions. Clients include Sydney Water, NSW WorkCover and the Departments of Lands, Environment, Education and Human Services.

He has developed specialist expertise in business requirements, information management, data modelling, relational database design data quality and business rules. He has also provided data modelling and business rules training to various clients including banks, utilities, and government in Australia, Canada and the US.

He is the co-author with Graeme Simsion of the textbook “Data Modeling Essentials” and has presented at conferences in Australia, the US, the UK and France.

Tuesday | 4:30 PM - 5:30 PM | BPM Track

SESSION TITLE

Follow the Brain - From Fact Model to Semantic Web

SPEAKER(s):

Alan Demmin IT Consultant Demmin Software Consulting

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This presentation will discuss the difficulties integrating business rule solutions within an enterprise, especially when legacy systems and legacy data are involved. The attendee will learn how a fact model is the “ultimate requirement” when considering a business rule implementation, and how it can help overcome difficulties encountered with rule engine implementations. Using Semantic Web technologies, a Fact Model could lead toward business intelligence over a network. Topics:

• How can a Fact Model introduce change to Legacy Data?
• How can a Rule Engine integrate with Legacy Systems?
• Can the Semantic Web join these efforts?



ABOUT THE SPEAKER(s):

Alan Demmin is an independent consultant and has worked in the information technology industry for 20 years. After obtaining a BS in Computer Science in 1989, he accepted a position with Electronic Data Systems. As an employee with EDS, he worked in the health care industry maintaining pricing and financial subsystems and participating in new business implementations.

Alan obtained his MS degree in Computer Science in 2002, including a Certificate in Artificial Intelligence. As a consultant, he has worked with health care and government agencies, always developing enterprise-level solutions, with the goal of achieving true business intelligence.

Wednesday | 9:00 AM - 10:00 AM

KEYNOTE PRESENTATION

Keynote: BRMS at a Cross Roads: The Next Five Years

SPEAKER(s):

Stephen D. Hendrick Group Vice President, Application Development & Deployment Research IDC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The BRMS market is now beginning to receive the attention it deserves but a number of key trends are conspiring to change the BRMS market as we know it today. Mr. Hendrick will discuss and quantify his perspectives on the trajectory of the BRMS market over the next 5 years as this market comes to terms with IT spending realities, the process automation juggernaut, IT Governance, analytics and decision management, open source software, and cloud computing.




ABOUT THE SPEAKER(s):

Stephen D. Hendrick leads IDC’s Application Development and Deployment research group which cover tools, technologies, and platforms used by professional developers to build and deploy applications. The Application Development and Deployment services that Mr. Hendrick manages include:

• Application Development Software
• Information Management and Data Integration Software
• Business Process Integration and Deployment Software
• Application Life-Cycle Management
• Service Oriented Architectures and Web Services Software
• Application Development and Deployment Cloud Services

Mr. Hendrick has published research over the last 18 years in each of these areas as well as leading research efforts in IDC’s Worldwide ISV Model, IDC’s Worldwide Professional Developer Model, and IDC’s Worldwide Software Developer Collaborative. Mr. Hendrick is responsible for advising clients on market and technology directions as well as directing supply- and demand-side primary research to size, forecast, and segment the Application Development and Deployment markets.

Mr. Hendrick’s experience at Chase included managing software product development, directing product support activities, and driving the development of financial information systems to facilitate cost allocation, pricing, strategic planning, and product positioning. He utilized decision analysis and relational database technology in addressing information systems needs for Chase and Chase customers including Mobil Oil, Goldman Sachs, ARA Services, and McKesson.

Prior to this, Mr. Hendrick was a consultant at Interactive Data Corporation developing EIS solutions. He also served as an outside professional for Harbridge House developing fleet supervisory applications for the U.S. Navy, and supported econometric research in the areas of energy demand modeling, transportation, and litigation at Charles River Associates.

Mr. Hendrick received a B.A. in economics from Hartwick College and an M.B.A. from Boston University.

Wednesday | 10:25 AM - 11:25 AM | Case Studies Track

SESSION TITLE

It's a Wilder World - Introducing a Rules Methodology Part 2

SPEAKER(s):

Kathy Gorman Manager, Business Transformation Services ICBC

Kristen Seer Senior Consultant Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Last year, you heard about the challenges faced by the Insurance Corporation of BC in implementing a business rules methodology in conjunction with a complete overhaul of the business analysis function. What has happened in the intervening year? Did they find a practice manager? Are the business analysts using the methodology? Were the pilot projects successful? What was the reaction of the business partners to the changes? The presentation will reveal all this and more. It will cover:

• Establishing a Competency Center
• Pilot projects vs. mandated use
• Keeping the momentum going
• The importance of mentoring



ABOUT THE SPEAKER(s):

Kathy Gorman is the Manager, Business Transformation Services with the Insurance Corporation of British Columbia (ICBC). Kathy has over 25 years experience with ICBC, the last several years managing a group of business analysts. She is the working sponsor for the Enhanced Business Analysis and Testing project whose mandate is to redefine the role of the business and testing analysts.




Kristen Seer is a Senior Consultant with Business Rule Solutions, LLC. She has worked as a business rule analyst with numerous companies in industries such as telecommunications, insurance, defense, auto parts, finance, hi-tech, energy and workers’ compensation. Her work focuses on helping clients introduce the business rules approach in rule-intensive projects, including facilitating sessions to capture business rules and harvesting rules from source documents. She also conducts training in the Proteus™ Business Rules Methodology. Her twenty plus year career has encompassed roles as business analyst, rule analyst, data analyst, project manager, facilitator and mentor. Kristen is a popular speaker and has written a number of articles for the Business Rule Journal.

Wednesday | 10:25 AM - 11:25 AM | EDM Track

SESSION TITLE

Maturing with Business Rules and Business Intelligence - The Combined Power

SPEAKER(s):

Sandeep Gupta VP, R&D Equifax

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Expert

ABOUT THIS SESSION:

This session will delve into the advanced concept of how to harness the strengths of Business Rules and Business Intelligence to provide strategic value for business decisions. Each tool independently provides significant business values, however, application of business rules to aggregated data observations from business intelligence tools produces results which otherwise can only be produced by experts of the field. What you will learn:

• Most typical problems solved by BRMS and BI tools in financial industry space
• Options of combining BRMS and BI tools
• What can you expect and challenges?
• Where does the industry stand today?



ABOUT THE SPEAKER(s):

Sandeep Gupta is Vice President, Strategic Software Development for Equifax, responsible for the management of the software development in the B2B space for InterConnect suite of software products for Equifax. Mr. Gupta oversees development of tools to provide solutions in risk based application processing, including use of business rules technologies to automate decisions and improve maintenance of decision rules.

Wednesday | 10:25 AM - 11:25 AM | How To Track

SESSION TITLE

Rule Harvesting: How Externalization Produced A Manageable Crop

SPEAKER(s):

Bill Wright Business Rules Architect The Hartford

Kelly Johnson Senior Business Analyst The Hartford

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

A case study of the methodology used to externalize rules within 13 COBOL modules responsible for The Hartford’s execution of the Safe Driver Insurance Plan. The SDIP contains rules for application of policy surcharges associated to a driver’s risk history. This effort reduced 1000+ hard-coded rules to a manageable set of 150 reusable, template-structured rules. What You Will Learn:

• Our approach to SEPARATE rules from the programming
• How TRACEABILITY to rule origin was documented and utilized EXTERNALIZING the harvested rules to a non-technical expression
• How our rules now POSITION us for change



ABOUT THE SPEAKER(s):

Bill Wright has 20 years experience in the Insurance Industry with a personal lines underwriting background. In 1999, he was a co-pioneer in development of an underwriting decision service for personal lines automobile insurance, the first business rule implementation at The Hartford. His current role of Business Rules Architect involves responsibility for business requirements of new implementations and on-going maintenance of current business rule initiatives.




Kelly Johnson has been in the Insurance Industry for the past 16 years with The Hartford Insurance. Her primary focus has been the operational adherence to underwriting rules and requirements. In 2002, Kelly joined the Business Rules System team as Senior Business Analyst. She has been a leader in the implementation of business rules across all personal lines business segments with specific attention to consumer internet and user interface support rules. Most recently she has been involved in a rule mining project to externalize hard-coded business rules from The Hartford’s personal lines legacy system.

Wednesday | 10:25 AM - 11:25 AM | BPM Track

SESSION TITLE

Business Rules and Business Processes: The Evolving Synthesis

SPEAKER(s):

Paul Harmon Executive Editor BPTrends

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This talk will look at the recent evolution of business rules and business process technologies and practices. We will consider key steps in their evolution, where each is today, and how, despite a fundamentally different conceptual approach, they are likely to evolve into a common technology in the near future. This session will focus on the following:

• Key events in the evolution of rules-based thinking
• Key features of rule based approaches and methodologies
• Key features of rule based approaches and methodologies
• Key features of today’s business process methodologies
• The nature of the likely synthesis of the two approaches



ABOUT THE SPEAKER(s):

Paul Harmon is the Executive Editor and Market Analyst at BPTrends, the most trusted source of information and analysis on trends, directions and best practices in business process management, (www.bptrends.com). He is also a Co-Founder and Chief Methodologist of BPTrends Associates, a professional services company providing executive seminars, training and consulting services for organizations interested in understanding and implementing business process management. Paul is the author of the best selling book, Business Process Change, 2nd edition: He is an acknowledged BPM thought leader and noted consultant, educator, author and market analyst concerned with applying new technologies and methodologies to real-world business problems. He is a widely respected keynote speaker and has developed and delivered executive seminars, workshops, briefings and keynote addresses on all aspects of BPM to conferences and major organizations throughout the world.

Wednesday | 10:25 AM - 11:25 AM | Chief Architect Track

SESSION TITLE

The Effects of Change on the Economy

SPEAKER(s):

Tom Debevoise Senior Vice President Innovations Software Technology Corporation

Troy Foster Chief Technology Officer Innovations Software Technology Corporation

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Decision or risk models can no longer stay static in a world of turbulent change, and financial losses associated with old models being applied to new conditions are almost unfathomable. Empowering those who manage the systems that calculate and measure risk is critical to the survival of today’s organizations. What You Will Learn:

• How and why organizations such as financial institutions, insurance firms and manufacturing companies use Business Rules to comply with new standards and regulations
• How models can be calibrated to observed or anticipated responses to change
• How Business Rules empower risk managers and change the paradigm of risk management



ABOUT THE SPEAKER(s):

Tom Debevoise is the Senior Vice President of Innovations Software Technology Corporation. Tom Debevoise is an executive technologist with 20+ years experience BPM/Business Rules Practitioner, leader, trainer Member Object Management Group (OMG) BPM Practice Group. He has specific business rules experience in the fields of supply chain management, petroleum, pharmaceutical clinical trials and health care. He is the author of three books, The Data Warehouse Method, Business Process Management with a Business Rules Approach (2006), and A Microguide to Process Modeling in BPMN (May 2008). He is a contributor to numerous technical and trade journal articles.




Troy Foster is the Chief Technology Officer of Innovations Software Technology Corporation. Prior to joining Innovations, Troy held senior management roles at IBM, VMware (EMC), and BroadVision. He has over 15 years of experience in enterprise software, where his focus has been on business process management and Internet technologies.

Wednesday | 11:30 AM - 12:30 PM | Case Studies Track

SESSION TITLE

The Science of Sport: How Football Scores with Decision Management

SPEAKER(s):

Carole-Ann Matignon VP of Product Management FICO

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Sports metaphors are rife in business – so what can your business learn from the use of Decision Management in sports? In this session, find out how two sports-related businesses use Decision Management technology to score. Carole-Ann Matignon of FICO will discuss how ESPN uses a business rules management system to manage its advertising schedules and how Optimal Planning applies decision optimization techniques to the NFL playing schedule.




ABOUT THE SPEAKER(s):

Carole-Ann Matignon holds a Vice President of Product Management position at FICO. She is responsible for the strategic direction of all the Decision Management tools, including in particular Blaze Advisor business rules management system, predictive analytics and optimization.

Carole-Ann has gained over the years a 360-degree experience of the technology business with hands-on implementation of expert and rules systems, strategic consulting, sales and finally product management roles, at FICO, other rules vendors and consulting firms.

During her tenure in Product Management, Carole-Ann has pioneered Enterprise Decision Management. She was instrumental in creating the vision that combines business rules, predictive analytics and optimization for enterprise-class decision problems in Financial Services, Insurance, Healthcare, Retail and Telecom.

Carole-Ann holds a masters degree in Applied Mathematics, specialized in Computer Science. Her background is in Life Sciences.

Wednesday | 11:30 AM - 12:30 PM | EDM Track

SESSION TITLE

Decision Automation - Implementation Challenges and Productivity Improvements

SPEAKER(s):

Siva Subramanian Project Manager - Technology ICICI Lombard General Insurance Company

Chaitanya Kumar Sharma Founder & CEO DAASL INC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

ICICI Lombard – India’s leading “General Insurance Company” – has over 100 products in its Health Portfolio. ICICI Lombard is adopting a business rules management system and analytics to automate its product & plan configuration along with pricing decisions during Underwriting/Policy Administration Process for these products. In this session we will cover the implementation challenges overcome and the productivity enhancements achieved. Specific topics covered include:

• ICICI Lombard’s business challenge
• How the health products are structured
• The approach used to migrate a business process
• Productivity improvements from decision automation
• The future roadmap



ABOUT THE SPEAKER(s):

Siva works as a Project Manager – Technology at ICICI Lombard. He leads technical teams within ICICI Lombard and is responsible for all aspects in Design, Development, Maintenance and support of business rules /work flow based applications that supports the claim settlement process for all the major LOB of the company. Siva has 8+ years of experience in Technology, with more than 5+ years of experience in the Insurance domain.




Chaitan has over 15 years of experience in decision management; he worked at ILOG for 6+ years and close to 4 years at Fair Isaac where he headed Solutions Management and Architecture teams for North Americas, Asia Pacific & Japan. He also incubated a Global Delivery Center for FICO in Bangalore. Chaitan has a very rich experience in define, design, develop, and deploy phases of decision management applications in Banking, Financial Services, Insurance, Health & Retail verticals using BRMS, Analytics & Optimization Technologies.

Wednesday | 11:30 AM - 12:30 PM | How To Track

SESSION TITLE

Business Rules Governance and Management: A Case Study

SPEAKER(s):

Eric Charpentier Consultant Primatek Consulting, Inc.

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Implementing Business Rules Governance and Management is a demanding but essential task to ensure the success of present and future initiatives in your organization. This presentation will discuss:

• What do you need to think about?
• What are the best practices?
• A case study
• Lessons learned



ABOUT THE SPEAKER(s):

Eric Charpentier holds a B. Eng. degree in Computer Engineering, an MBA and is a certified Project Manager (PMP). He has over 13 years experience in Software Engineering.

He has worked as project manager, systems analyst, business analyst and developer, instructor, rules project leader and rules specialist on many projects.

He is now a consultant for Primatek Consulting and focuses on delivering solutions to customers. His main areas of interest are project management, business rules and business process management. He is also the author of a blog on business rules at primatek.ca/blog.

Wednesday | 11:30 AM - 12:30 PM | BPM Track

SESSION TITLE

An Organizational Fitness Approach to Process Management

SPEAKER(s):

Michael McDermott Enterprise Consultant Inside Business Architecture

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Improving Organizational Fitness is the key to running a successful BPM effort.
We will examine the six systems that influence organizational fitness. We will explore these systems and their relationship to process. Finally, we will examine ten common techniques for influencing the processes that support these systems. What you will learn:

• Organizational Fitness as the key to BPM
• The Organizational Systems
• The Configurable Elements
• The Points of Influence



ABOUT THE SPEAKER(s):

Michael McDermott is an Enterprise Consultant with a track record of providing elegant solutions to complex problems. He is the founder of the social network and online publication, Inside Business Architecture and the author of ELF, The Framework for Organizational Fitness.
Throughout his career, Mr. McDermott has held positions of leadership, contributing the success of a variety of companies form grant based research firms, capital-intensive industry pioneers, bootstrap start-ups, privately held multinationals, venture capital dot-coms, medical consultancies and publicly traded fortune 500 companies.

Wednesday | 11:30 AM - 12:30 PM | Chief Architect Track

SESSION TITLE

Using Hard and Soft Rules to Define and Solve Optimization Problems

SPEAKER(s):

Dr. Barry O'Sullivan Associate Director Cork Constraint Computation Centre

Dr. Jacob Feldman CTO OpenRules, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

In this presentation we will show how to define optimization problems using hard and soft rules. While every solution of the problem must satisfy hard rules, soft rules can be broken to a certain degree. We will use a scheduling example to show how a problem defined by business rules can be solved as a constraint satisfaction problem using a constraint solver.
What you will learn:

• how to define hard and soft rules using constrain programming
• how to control the degree of rules violations
• how to use a rule engine and a constraint solver to represent and solve a scheduling problem



ABOUT THE SPEAKER(s):

Dr. Barry O’Sullivan is Associate Director of the Cork Constraint Computation Centre at University College Cork, Ireland. He is a Science Foundation Ireland Principal Investigator, the current President of the Association for Constraint Programming, Chairman of the Artificial Intelligence Association of Ireland, and Coordinator of the European Research Consortium for Informatics and Mathematics Working Group on Constraints.




Dr. Jacob Feldman is a founder and CTO of OpenRules, Inc., a NJ corporation that created and maintains the Open Source Business Rules Management System “OpenRules”. He has multi-year experience in development of decision support software using business rules and optimization technologies for real-world mission-critical applications. Jacob is also a senior researcher at the Cork Constraint Computation Centre.

Wednesday | 2:00 PM - 3:00 PM | Case Studies Track

SESSION TITLE

Business Rules in the Integration Tier: The System of Record

SPEAKER(s):

David Read CTO Blue Slate Solutions

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Business rules are more than components of a business application. Rules apply meaning to data. This presentation explores the fact that data may be misinterpreted or incorrectly modified if separated from the rules. Given the focus on intra- and inter- company system integrations, having a consistent interpretation of data is vital. What You Will Learn:

• How to identify which rules and data need to be linked within their own organizations
• How to ensure system integrations are appropriately leveraging business rules to encapsulate the data
• What other organizations are doing to ensure there is a consistent interpretation of their data



ABOUT THE SPEAKER(s):

David Read, Blue Slate’s CTO, leads the Blue Slate technology team as thought leader surrounding business rule engines, application integration and SOA. Dave leads the design, integration and construction of secure and reliable solutions for financial services and healthcare clients through the utilization of commercial and open-source tools. As an experienced trainer and leader of developers, he is an experienced and engaging presenter, having presented at numerous industry conferences: Business Rules Forum, JavaOne, and the PCIA IT. Dave holds a GSEC from GIAC as well as being a Sun Certified Java Developer, Certified PegaRULES System Architect, and Certified JRules developer.

Wednesday | 2:00 PM - 3:00 PM | EDM Track

SESSION TITLE

Decisioning: Managing Counterparty Risk for Financial Markets

SPEAKER(s):

Zachary Springborn COO OneData, LLC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The last 12 months have been incredibly strenuous for financial market participants. OneData has developed rules based systems to develop risk management applications for financial market participants using the complete data set of Counterparty Link, Ltd. This allows users to:

1. Effectively assess counterparty risk by aggregating securities at their ultimate parent level
2. Use decisioning tools to effectively assess overall counterparty risk
1. Automatically perform real-time counterparty risk assessment to lower overall risk exposures.

What you will learn:

• Organizational Fitness as the key to BPM
• The organizational systems
• The configurable elements
• Layering for process concerns



ABOUT THE SPEAKER(s):

Zachary Springborn is the COO of OneData, LLC and brings over 15 years of experience in financial markets, private capital, and technology expertise to the table. As a senior executive for Investors Guaranty he is currently leading initiatives building data infrastructure systems, developing financial applications, and designing risk management solutions for capital market and insurance companies. Mr. Springborn has extensive experience in advising public and private companies on business strategy and capital requirements.

Mr. Springborn holds a finance degree from Colorado State University, and is a founding member of the non-profit group Eats for the Streets.

Wednesday | 2:00 PM - 3:00 PM | BPM Track

SESSION TITLE

First Hundred Days of a BPM Effort

SPEAKER(s):

Jim Sinur Vice President Gartner

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Getting a great start is important in BPM as it is in any race. BPM is a race for tangible business results. How one starts will make a big difference for the long term success of a process program




ABOUT THE SPEAKER(s):

Jim Sinur is a VP at Gartner Research where he researches topics including BPM, business modeling, business activity monitoring, and process optimization technologies. During his tenure, he was instrumental in the creation of Gartner’s first “Hype Cycle” and regularly contributes to the BPMS Magic Quadrant.

Jim Sinur served as the Director of Worldwide Technologies for American Express. While there, Sinur was responsible for the development of the company’s model-driven merchant management system. He was also instrumental in the development of American Express’ broader architecture strategy, data and database administration and the company’s advanced technologies. Before joining American Express, Sinur spent time at Northwestern Mutual Life, where he was involved in the design and building of business-critical applications in the investment and annuity departments. Additionally, Sinur led the development of the company’s Underwriting Workbench technologies.

Wednesday | 3:05 PM - 4:05 PM | Chief Architect Track

SESSION TITLE

SPEAKER(s):

MAIN FOCUS OF PRESENTATION: TBA

FAMILIARITY WITH SUBJECT: TBA

ABOUT THIS SESSION:

Coming Soon




ABOUT THE SPEAKER(s):

Wednesday | 3:05 PM - 4:05 PM | Case Studies Track

PANEL DISCUSSION

Special Practitioner's Panel (in Exhibit Hall)

SPEAKER(s):

Moderator: Gladys S.W. Lam Co-Founder & Principal, Business Rule Solutions, LLC Publisher, BRCommunity.com

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:




ABOUT THE SPEAKER(s):

Gladys S.W. Lam is Principal of Business Rule Solutions (BRSolutions.com), the most recognized company world-wide in business rules, decisioning, and related methodology, publications, consulting services and training. She is the co-creator of the Proteus®, the BRS methodology for business analysis, decisioning and business rules, which is used by companies world-wide. Ms. Lam actively leads business rules and decisioning projects of all sizes across a variety of industries.

Ms. Lam speaks internationally at conferences and other professional events. She co-presents public seminars through AttainingEdge. She is also Executive Director of the Business Rules Forum, the premier international conference on business rules and decisioning.

Wednesday | 3:05 PM - 4:05 PM | EDM Track

SESSION TITLE

Five Ways to Lower Costs with Predictive Analytics

SPEAKER(s):

Eric Siegel President (Prediction Impact) & Conference Chair (Predictive Analytics World)

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

How does predictive analytics actively deliver increased returns? By driving operational decisions with predictive scores – one score assigned to each customer.
But, in tough times, our attention turns away from increasing returns, and towards decreasing costs. On top of boosting us up the hill, can predictive analytics pull us out of a hole? Heck, yes. Marketing more optimally means you can market less. By predicting churn, customers may be retained more efficiently. And more. What You Will Learn:

• How customer prediction drives decision automation in order to lower costs
• Five ways predictive analytics lowers costs without decreasing business



ABOUT THE SPEAKER(s):

Eric Siegel, conference chair of Predictive Analytics World and president of Prediction Impact, Inc., is an expert in predictive analytics and data mining and a former computer science professor at Columbia University, where he won awards for teaching, including graduate-level courses in machine learning and intelligent systems – the academic terms for predictive analytics. After Columbia, Dr. Siegel co-founded two software companies for customer profiling and data mining, and then started Prediction Impact in 2003, providing predictive analytics services and training to mid-tier through Fortune 100 companies.

Dr. Siegel is the instructor of the acclaimed training program, Predictive Analytics for Business, Marketing and Web, and the online version, Predictive Analytics Applied. He has published 13 papers in data mining research and computer science education, has served on 10 conference program committees, and has chaired a AAAI Symposium held at MIT.

Wednesday | 3:05 PM - 4:05 PM | How To Track

SESSION TITLE

SPEAKER(s):

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:




ABOUT THE SPEAKER(s):

Wednesday | 2:00 PM - 3:00 PM | Chief Architect Track

SESSION TITLE

Comprehensive Decision Management: Leveraging Business Process, Case Management, and Complex Event Processing

SPEAKER(s):

Stephen Zisk BPM Product Marketing Manager Pegasystems Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Decision Management does not operate in a vacuum, but instead is part of how an organization anticipates and builds for change. Driving decisions with Case Management and Business Rules in a BPMS allows decision management to include the rich data, event history, and business intent.

Join Pegasystems and Stephen Zisk for a look at three case studies examining the use of decisioning and rules in case management, complex event processing, and process. What you will learn:

• How rules and events contribute to total airport management
• Where case management contributes to automotive warranty claims decisions



ABOUT THE SPEAKER(s):

Stephen Zisk has worked in the Enterprise Software space for over 25 years, building solutions and working with customers in the Retail, Manufacturing, Financial Services, and Government sectors. Mr. Zisk has designed, developed, and marketed Workflow, BPM, Rules, and Semantic Integration software for the last ten years, and focuses on Business / IT collaboration, Best Practices, and Enterprise Integration. At Pegasystems, Mr. Zisk helps the company with marketing and improving its industry-leading SmartBPM® BPMS Suite.

Wednesday | 4:30 PM - 5:30 PM | Case Studies Track

SESSION TITLE

A Methodology for Evaluating Business Rule Management Software (BRMS) in Large Organizations

SPEAKER(s):

David Goldstein Lead Consultant RuleAgents, Inc.

Ming Su US Patent and Trademark Office

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Large organizations have costly infrastructure to be considered in significant software purchases. Business rules projects must consider only organizational resources as well as diverse stakeholders impacted by both the effort and software. Conversely, a vendor’s large reward for enterprise-wide adoption fosters keen interest. This paper discusses a methodology to examine numerous candidate tools for satisfying organization’s detailed business rule requirements. What You Will Learn:

• How to structure an evaluation to ensure infrastructure compatibility
• How an evaluation process can address the needs of diverse stakeholders
• How to structure an evaluation process to accommodate large numbers of respondents



ABOUT THE SPEAKER(s):

David Goldstein has over twenty years of experience in business rules and expert systems. He has worked as a developer, consultant and enterprise architect on projects for many firms, including Freddie Mac, CapitalOne, and numerous branches of the government. Prior to his consulting he was an assistant professor and ran a research and development facility catering to the Department of Defense. His doctoral dissertation is in fault-tolerant distributed rule systems.




Ming Su has worked with several leading commercial Rule Base Expert system software – ART* Enterprise, Blaze Advisor, ILOG and Gensym. He has over twelve years of industry experience in implementing business decision support system (DSS) in critical environments, as developer, knowledge management architect, and business rules analyst on multiple projects and in several different types of organizations. Other responsibilities included J2EE enterprise architecture design, business rule architecture design and review, knowledge acquisition and management, critical issue problem solving and quality assurance reviews. Mr. Su has done research with Dr. John Durkin in Artificial Intelligent field while he studied in University of Akron.

Wednesday | 4:30 PM - 5:30 PM | EDM Track

SESSION TITLE

Integrating Predictive Analytics and Business Rules Management to Enhance Insurance Marketing Strategies

SPEAKER(s):

Mo Masud Senior Manager Deloitte Consulting

Laura Ward Senior Consultant Deloitte Consulting

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The commercial Property & Casualty insurance industry has been using predictive analytics and business rules management to enhance decision making within its underwriting process for several years. However they been slow to extend to other business processes. This session examines how predictive analytics and business rules management can be used to enhance agency marketing strategies in the insurance industry including:

• Applying predictive analytics and business rules management for smart lead generation
• Applying predictive analytics and business rules management for new agency appointments and retention
• Taking an Enterprise wide view of predictive analytics and business rules management



ABOUT THE SPEAKER(s):

Mo Masud has over thirteen years of health insurance, financial services, insurance, public sector, technology, data warehousing and predictive modeling experience. His areas of expertise include: implementation and integration of PM applications across multiple industries, data warehousing, business intelligence and reporting, project management, healthcare predictive modeling, and development of decision support and expert systems. He has spoken at numerous industry events and is a prior speaker at the BRF.

Mr. Masud has led numerous engagements of the implementation of large-scale predictive modeling, DW, business intelligence and custom technical applications for commercial P&C insurance companies, integrated healthcare delivery networks and insurers.




Laura Ward has over seven years of experience in actuarial analysis, data mining, predictive modeling and project management in the insurance industry. Her experience includes project management of end-to-end deployment of predictive analytics projects with a focus on business intelligence, requirements gathering and testing. She has served numerous property and casualty insurance carriers in this capacity.

Mrs. Ward holds a BS in economics from the University of Connecticut.

Wednesday | 4:30 PM - 5:30 PM | How To Track

SESSION TITLE

Discovering How QUESTIONS Can Lead Us to Business Rules

SPEAKER(s):

Cindy Scullion Senior Consultant Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Does your organization have a lot of questions that need to be answered? Are you unsure what to do with the answers once you get them?
Discover how to utilize questions to drive the organization of the information. Once organized, discover how to effectively obtain the answers your organization is looking for. This presentation will illustrate a roadmap – starting with the questions and finishing with the business rules. Along the way, you will discover the importance of facts and terms. Learn:

• How to dissect questions
• How to organize terminology
• How to utilize business rules



ABOUT THE SPEAKER(s):

Cindy Scullion is a Senior Consultant with Business Rule Solutions, LLC (BRS). She has worked as a business analyst with numerous companies in industries such as the energy sector (power, oil & gas), insurance, health care, finance, and hi-tech. Cindy is a key member of the BRS team, assisting numerous clients with all facets of business rule management. Her twenty-plus year career has encompassed roles as business analyst, systems analyst, project manager and coach.

Wednesday | 4:30 PM - 5:30 PM | BPM Track

SESSION TITLE

Enhancing Customer Experience with Enterprise Decision Management: A Case Study

SPEAKER(s):

Jo Ann Parris Vice President, Relationship Management Technology Convergys Corporation

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Learn how a Fortune 50 company sought a decisioning platform to help them increase customer satisfaction and reduce thousands of calls to agents for simple, recurring inquires. They implemented an enterprise decision management system to proactively provide customized, personalized messages to specific customers that would meet the consumers’ needs while improving call containment and agent call deflection. You Will Learn:

• How a leading Fortune 50 company improved call containment to almost 93% by implementing intelligent self-service based on repeat inquiries.
• How the company integrated an enterprise decision management system with their existing Interactive Voice Response (IVR) to provide personalized customer assistance.
• Why customer experience enrichment and cost containment are no longer mutually exclusive propositions.



ABOUT THE SPEAKER(s):

Jo Ann Parris, vice president of Relationship Technology Management (RTM) for Convergys is responsible for solution, product, and channel marketing for the Company’s RTM solutions that enable multichannel intelligent customer interactions to help businesses thrive.

Prior to her role within RTM, Parris was vice president of program management for several North American communications clients for Convergys Customer Management, and she has held a number of leadership positions with Convergys’ Information Management (IM) line of business.

Before joining Convergys, Parris held a series of increasingly responsible positions at Verizon in care operations, marketing, and information technology. She has more than 16 years of experience in customer care, technology, and communications.

Jo Ann holds a BBA from Stetson University in DeLand, Florida, and an MBA with honors (Magna cum laude) from the University of South Florida, located in Tampa, Florida.

Jo Ann and her husband Ron reside in Longwood, Florida.

Wednesday | 4:30 PM - 5:30 PM | Chief Architect Track

SESSION TITLE

Business Rules and Business Events - Where CEP Helps Decisions

SPEAKER(s):

Paul Vincent CTO, Business Rules and CEP TIBCO

MAIN FOCUS OF PRESENTATION: IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Decision services are well-established as enforcers of decision rules in managed business applications. However, businesses can now use generic, event-driven decision services, both to identify important business events and to make the necessary required decisions. The techniques and tools to provide this are often classified as “Complex Event Processing” or CEP.
CEP is subsequently being used increasingly in financial services, logistics, healthcare, telecommunications, energy, and defense applications. We look at the close relationship between events and business rules, using appropriate case studies. What You Will Learn:

• How managed decisions are as relevant to event-driven systems as they are to batch-oriented or people-oriented systems
• Where events fit in the realm of business rules
• How businesses are event-driven, and how event-driven decisions match many business problems



ABOUT THE SPEAKER(s):

Paul Vincent has a Masters in Intelligent Systems and supports the Business Rules and CEP work at TIBCO Software. Paul has been applying rule engine technologies for over 20 years in financial services, government, defense, and manufacturing, primarily in the US and Europe. He is co-chair of the Event Processing Technical Society groups on Reference Architecture and Metamodelling, and the OMG PRR rules standard, and blogs on CEP and industry topics at tibcoblogs.com/cep.

Thursday | 9:00 AM - 10:00 AM

KEYNOTE

Smarter Systems for Uncertain Times

SPEAKER(s):

James Taylor CEO Decision Management Solutions

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

In an uncertain world, businesses require agility more than ever. Agile businesses cannot be bound by fixed or hard to change systems. Equally the realities of the modern business environment do not allow for manual processes and purely human decision making. Outsourcing, customer service delivered through complex business webs, a need for real-time response and huge data volumes all force the issue – we must automate processes and decision-making. Yet we must ensure this automation gives us flexibility to change our approach, allows us to experiment and sets us up to learn.
This keynote shows applying Decision Management to existing systems builds in agility, supports experimentation and ensures our systems learn from the data they collect.




ABOUT THE SPEAKER(s):

James Taylor is CEO of Decision Management Solutions and works with clients to develop effective technology solutions to improve business performance. He has over 20 years experience in developing software and is the foremost thinker and writer on decision management. James was previously a Vice President at Fair Isaac Corporation and was lead author of Smart (Enough) Systems (Prentice Hall, 2007), the book he wrote with Neil Raden. James is a passionate advocate of decision management and writes a popular blog at http://jtonedm.com

James has experience in all aspects of the design, development, marketing and use of advanced technology including CASE tools, project planning and methodology tools as well as platform development in PeopleSoft’s R&D team and management consulting with Ernst and Young. He develops approaches, tools and platforms that others can use to build more effective information systems.

Thursday | 10:05 AM - 11:05 AM | Case Studies Track

SESSION TITLE

21st Century Government: Achieving Agile, Business-Controlled Automation at Service Alberta

SPEAKER(s):

Bill Craig Technical Lead / Project Manager Service Alberta

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Forward-thinkers at Service Alberta started with a vision of putting business domain experts in control of business process and business logic (rules) to drive a challenging Land Titles Registry legacy modernization project implemented in a modern Service Oriented Architecture (SOA), with Business Process and Business Rule solutions that provide full control and transparency to non-technical professionals. Project lead Bill Craig will describe the end-to-end project life-cycle, including:

• business challenges;
• solution requirements;
• technology selection;
• people issues;
• implementation;
• results; and
• lessons learned

Learn from Service Alberta’s experience and increase your likelihood of BRM, BPM, and SOA success.




ABOUT THE SPEAKER(s):

Bill Craig is a Senior Consultant, Architect and Project Manager and has 23 years of diverse experience in consulting, analysis, architecture, design, project management, solution/application implementation for complex domestic and international information management/technology solutions.

Bill has guided several organizations in implementing innovative solutions focused on delivering business agility; manageability and control; and alignment while supporting business knowledge capture; maximizing business value; and minimizing technical risk. These goals have been achieved through a business centric approach that takes advantage of enterprise/business architecture, business rule management, business process management, service oriented architecture, web services, performance management and change management techniques and tools.

Thursday | 10:05 AM - 11:05 AM | EDM Track

SESSION TITLE

Verbish Models

SPEAKER(s):

Ronald G. Ross Co-Founder & Principal, Business Rule Solutions, LLC Executive Editor, Business Rules Journal

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

If it were as simple as designing data models or class diagrams, our industry would have resolved all the ‘big’ problems many years ago. But it’s not that simple.

In particular, there is the problem of how your company can make better, more consistent, more agile operational decisions. Related to that challenge is how it can retain knowledge in a form that is traceable, manageable and redeployable. Last but not least is the need to express business rules, communicate operational business know-how, and develop requirements. All these things have to do with verbalization.

Most IT techniques for designing data models or class diagrams have always been noun-ish – oriented ultimately to the things to be stored in databases or managed in computer memories. But there has always been a verbish counterpart, best typified by the fact models of Terry Halpin and Sjir Nijssen. This presentation explains what you need to know about verbish models.

• What fact models offer
• How to reduce ambiguity to a minimum
• The ABCs of effective business vocabulary development
• A pragmatic, proven, well-grounded approach to semantics
• How to be more effective in day-to-day work with business rules



ABOUT THE SPEAKER(s):

Ronald G. Ross serves as Executive Editor of www.BRCommunity.com and its flagship publication, Business Rules Journal. He is a sought-after speaker at conferences world-wide. He gives popular public seminars through AttainingEdge (www.AttainingEdge.com) and IRM-UK (www.IRMUK.co.uk).

Mr. Ross is recognized internationally as the “father of business rules.” He has served as Co-Chair of the annual Business Rules Forum Conference since 1997. He was a charter member of the Business Rules Group in the 1980s, and an editor of the two landmark BRG papers, The Business Motivation Model: Business Governance in a Volatile World and the Business Rules Manifesto. He is active in OMG standards development, with core involvement in SBVR.

Mr. Ross is Co-Founder of Business Rule Solutions, LLC (www.BRSolutions.com). At BRS, Mr. Ross co-develops Proteus®, its landmark business requirements methodology, including the popular RuleSpeak®. Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2009), a just-released 3rd edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003).

Thursday | 10:05 AM - 11:05 AM | BPM Track

SESSION TITLE

Business Event Driven Enterprises Rule!

SPEAKER(s):

Brian Dickinson President Logical Conclusions, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

I’ll make this short:

After all the corporate and government seminars I’ve taught, all the books I’ve written and all the conference talks I’ve given, I can emphatically say: “There is no better way to model and implement an organization than with Event-Driven concepts.”

Let me prove this to you in this talk. You’ll learn:

• What is “Event-Driven” and what is an Event in the business world?
• How is Event Partitioning different than what is typical in business today?
• How can you become a Customer Focused, Event Driven organization?

Utilizing an Event-Driven strategy will truly differentiate your business from the rest.




ABOUT THE SPEAKER(s):

Brian Dickinson is President of Logical Conclusions, Inc., a training and consulting company specializing in Customer Focused, Event Driven methods and models for Business Process Management. For over three decades he has assisted BPM and Re-engineering projects at many major corporations and government agencies.

Brian conducts business user and technical workshop seminars as well as presents talks at many Business Process/Information Resource conferences such as: conducting keynote and featured speeches at universities, ProjectWorld, GIGA Business Process & Workflow International and Workflow & Re-Engineering International Association (WARIA). Recently Brian has also given talks at DCI/Shared Insights and Enterprise Architecture and Business Process Management IIRM conferences.
He has published many books and articles on Event Driven concepts. His latest e-book is titled “Managing Event-Driven Organizations.”

He is a proud participant in the US Citizen Ambassador Program representing the U.S. in China and Russia.

For more about Brian visit www.Logical-Inc.com.

Thursday | 10:05 AM - 11:05 AM | Special Interest Track

SESSION TITLE

The Business Rule - Business Analyst Connection

SPEAKER(s):

Kathleen Barret President and Chief Executive Officer IIBA®

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Article 1.1 of the Business Rules Manifesto got it right – Rules are first-class citizens of the requirements world. Requirements documents without business rules are just a collection of features with no function.

And Business Analysts are the champions of the business rule because they recognize how essential rules are to specifying the functions and solutions that best meet the business’ needs.

International Institute of Business Analysis (IIBA®) was founded in March 2004 to support the growing field of business analysis and to support its practitioners with a body of knowledge and certification program. In March of this year, IIBA® released version 2 of A Guide to the Business Analysis Body of Knowledge® (BABOK®). Business Rules form a key component.

THREE KEY DELIVERABLES that the audience will gain from this presentation:

• What is contained within the BABOK® Guide
• How the IIBA® helping to drive recognition and appreciation for the importance of business analysis
• How the IIBA® can help drive the recognition and appreciation of the importance of business rules



ABOUT THE SPEAKER(s):

Kathleen Barret is the Program Manager for the Global Resourcing Centre of Competency within BMO Financial Group. With her team of GR consultants, Kathleen oversees BMO’s relationships with its multiple suppliers of India-based development resources for its information technology organization.

Kathleen started with BMO Financial Group in 2000 as a Business Analyst within the Call Centre business area. In January 2003, she moved to the BMO IT Best Practices group to lead the organizational charge to standardize and ISO certify its requirements management process. From 2004 to 2006, Kathleen further refined and integrated the requirements management process as BMO adopted the CMMI software development framework. In late 2006, she accepted the role of Program Manager for GR, leveraging her experience and knowledge of business analysis to ensure effective off-shoring of development work.

In March of 2004, Kathleen became the first and current President of the International Institute of Business Analysis, a professional association focused on defining the Business Analysis Body of Knowledge® (BABOK®) and implementing a certification program for qualified practitioners.

Kathleen has over 20 years experience in the Information Technology field. Particular fields of expertise include networking, research, benchmarking, retail and e-business in large and small enterprises. In addition to BMO Financial Group, Kathleen has worked for major corporations such as Manulife Financial, Bell Canada, KPMG and IDC, and spent 10 years with a benchmarking consulting company, Real Decisions, that was later acquired by Gartner Group.

Kathleen received her degree in International Economics from Georgetown University.

Thursday | 11:20 AM - 12:20 PM | Case Studies Track

SESSION TITLE

SBVR Distilled (Part 1): Essence of Business Rules

SPEAKER(s):

Keri Anderson Healy Editor BRCommunity.com

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

In December 2007, the OMG published “Semantics of Business Vocabulary and Business Rules” (SBVR 1.0), a groundbreaking new standard. However, at over 400 pages it is not a book to curl up with for a weekend of light reading! Are you a business rule practitioner looking for where to begin? This session demystifies what SBVR means by ‘business rules’, getting to the heart of what SBVR is all about and showing how you can to put it work for you. What you will learn:

• What are the keys of SBVR’s approach to business rules?
• How can SBVR be applied to practical business scenarios?
• What is the state of SBVR practice, including some free (and nearly-free) offerings?



ABOUT THE SPEAKER(s):

Keri Anderson Healy serves as Executive Editor of BRCommunity.com (www.BRCommunity,.com) and its flagship on-line publication, Business Rules Journal. She is a founding member and original Chair of the Business Rules Group (BRG). Keri has served as technical editor on numerous major publications, including the original GUIDE white paper on Business Rules, the IEEE revision to the IDEF1X language standard, the BRG’s Business Motivation Model paper, and, most recently, the Semantics of Business Vocabulary and Business Rules (SBVR), now an OMG standard.

Ms. Anderson Healy is a Principal at Automated Reasoning Corp and adjunct faculty member of The Evergreen State College. She developed the data and behavior modeling components of the University of Washington’s DRM/Distance Learning program. Keri has over thirty years practical experience in developing shared data applications within an architected framework for both the private and public sectors. She is committed to demystifying technobabble fog for the mere-mortal.

Thursday | 11:20 AM - 12:20 PM | EDM Track

SESSION TITLE

Using a Decision Focused Approach to Document, Consolidate and Harmonize Business Rules

SPEAKER(s):

Lee Lambert Managing Partner New Wisdom Software

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This session will use the case study method to present an overview of the decision focused approach to business rule discovery, analysis and management, including fundamental terms and concepts. We will outline the benefits of integrating this approach with business process management and discuss some of the key capabilities that are required to do so successfully. What you will learn:

• What is the decision focused approach and how does it differ from traditional approaches to managing business rules?
• What benefits does the decision focused approach offer?
• How can business rules practitioners integrate this approach into their current projects?



ABOUT THE SPEAKER(s):

Lee Lambert has 25 years of experience implementing technology and business solutions for insurance and defense industries. Since 2000 he has worked with clients to improve business rules analysis and management. Lee founded New Wisdom Software in 2006 to focus on the development of business rules analysis and management software for the business community.

Thursday | 11:20 AM - 12:20 PM | How To Track

SESSION TITLE

Boosting Rules with Optimisation

SPEAKER(s):

Dr. James Little Staff Scientist University College Cork / ThinkSmart Technologies

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

In an integrated environment, business rules engines can be enhanced by optimisation technologies to address the complex problems that arise. We will present integration between optimisation engines and a Business Rules system (using our ‘iSmart’ middleware invoking directly from the rules interface using real-life examples from finance and manufacturing. You will learn:

• The difference between the decision technologies of optimisation and business rules.
• Where there are limitations to business rules which optimisation can address effectively.
• How to easily access complex optimisation technologies using intelligent middleware.



ABOUT THE SPEAKER(s):

Dr James Little is Staff Scientist and External Liaison Officer at Cork Constraint Computation Centre (4C). He has worked extensively in both industry and academia. His role at 4C is to oversee the the exploitation of the research and development of contacts with industry. His research interests are in scheduling and in the integration of AI Game Playing to solve optimisation problems.

Thursday | 11:20 AM - 12:20 PM | Special Interest Track

SESSION TITLE

Standards for Business Rules

SPEAKER(s):

John Hall Director Model Systems

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Standards have two major impacts on business rules – more and better tools to support use of business rules, and improved interoperability and interchange. Rules-related standards are maturing

• Business-oriented standards: SBVR (OMG) is in Revision 1.1; the Business Motivation Model (OMG) V1.1 is accepted and ready for publication.
• IS-oriented standards: W3C’s Rule Interchange Format (RIF) for the Semantic Web is in final publication; OMG’s Production Rule Representation (PRR) is finalized and ready for publication; more in the pipeline from OMG and RuleML
• Related aspects of business and system modeling, including: business process modeling; organization structure; regulatory compliance are increasingly including business rules within their scope

These standards are being brought into use on major projects. What you will learn:

• Current and emerging standards and how they fit together
• Emerging tools to support them
• What happens next?



ABOUT THE SPEAKER(s):

John Hall is a principal of Model Systems (www.modelsys.com), based in London, UK, and has more than 35 years experience in business and IT systems. John is a charter member of the Business Rules Group, and from 2001 to 2008 was co-organizer of the annual European Business Rules Conference. John is also active in the OMG, as co-chair of the Regulatory Compliance SIG, chair of the BMM revision task force, and one of the OMG representatives on the W3C Rule Interchange Format (RIF) working group. He is a consultant to the EU ONTORULE project (http://ontorule-project.eu)

Thursday | 12:20 PM - 1:40 PM

SESSION TITLE

Attendee Boxed Lunch & Panel Discussion — "Rules on the Web"
Co-Presented by the Business Rules Forum and RuleML

SPEAKER(s):

Moderator: John Hall Director Model Systems

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

In 2008 we saw the standards arrive. This year people have been putting them to work.

By the time we get to the Forum, usable drafts of much of the W3C Rule Interchange Format (RIF) will be public The OMG’s Production Rules Representation (PRR) will be released, as will the next revision of Semantics of Business Vocabulary and Business Rules (SBVR). RuleML is updating its Reaction Rules to align with RIF.

These standards need to – and will – work together. One high-profile example is the ONTORULE project (http://ontorule-project.eu), a 3-year, $10m project coordinated by ILOG (now an IBM company). ONTORULE will take rules authored in SBVR by business users through to IT specifications in open standards (including PRR, RIF and OWL) – and will demonstrate the approach with implementations, delivered by Audi and ArcelorMittal Steel, on commercial platforms.

If you are interested in rules on the Web, pick up a boxed lunch and come to this joint BR Forum and RuleML panel session.




ABOUT THE SPEAKER(s):

John Hall is a principal of Model Systems (www.modelsys.com), based in London, UK, and has more than 35 years experience in business and IT systems. John is a charter member of the Business Rules Group, and from 2001 to 2008 was co-organizer of the annual European Business Rules Conference. John is also active in the OMG, as co-chair of the Regulatory Compliance SIG, chair of the BMM revision task force, and one of the OMG representatives on the W3C Rule Interchange Format (RIF) working group. He is a consultant to the EU ONTORULE project (http://ontorule-project.eu)

Thursday | 1:40 PM - 2:40 PM | Case Studies Track

SESSION TITLE

SBVR Distilled (Part 2): Essence of Business Vocabulary

SPEAKER(s):

Keri Anderson Healy Editor BRCommunity.com

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

In December 2007, the OMG published “Semantics of Business Vocabulary and Business Rules” (SBVR 1.0), a groundbreaking new standard. In this session we continue the quest to demystify SBVR, examining what ‘business vocabulary’ means in SBVR ... just enough vocabulary for the business rule approach. What you will learn:

• What are the keys of SBVR’s approach to business vocabulary?
• How can SBVR be applied to practical business scenarios?
• What is the state of SBVR practice, including some free (and nearly-free) offerings?



ABOUT THE SPEAKER(s):

Keri Anderson Healy serves as Executive Editor of BRCommunity.com (www.BRCommunity,.com) and its flagship on-line publication, Business Rules Journal. She is a founding member and original Chair of the Business Rules Group (BRG). Keri has served as technical editor on numerous major publications, including the original GUIDE white paper on Business Rules, the IEEE revision to the IDEF1X language standard, the BRG’s Business Motivation Model paper, and, most recently, the Semantics of Business Vocabulary and Business Rules (SBVR), now an OMG standard.

Ms. Anderson Healy is a Principal at Automated Reasoning Corp and adjunct faculty member of The Evergreen State College. She developed the data and behavior modeling components of the University of Washington’s DRM/Distance Learning program. Keri has over thirty years practical experience in developing shared data applications within an architected framework for both the private and public sectors. She is committed to demystifying technobabble fog for the mere-mortal.

Thursday | 1:40 PM - 2:40 PM | EDM Track

SESSION TITLE

Integrating Rules with Data to Drive Consistency

SPEAKER(s):

Alex Raul Pascua BI Consultant Toyota Canada Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

For a number of years, mining for customer data at TCI involved a tedious process of going over a number of disparate systems. In addition, questions would be raised as to the accuracy of the data in terms of ensuring that definitions and rules were applied consistently.
The Data Warehouse Team built a Consolidated Customer View and aligned all source data to the same customer using common dimensions and certain busines rules. The presentation will present the steps the project took to deliver the framework model for the Customer View.




ABOUT THE SPEAKER(s):

Alex Raul Pascua has over 15 years experience in business systems analysis, including business process review and reengineering and solutions systems design, requirements gathering and analysis. After graduating with a Bachelor of Science degree in Industrial Engineering, he worked in a number of organizations in Asia, the Pacific islands and North America. He is a certified Project Management Professional (PMP). He currently works as a Consultant, Business Analysis with Toyota Canada Inc. (TCI). In this position, he is responsible for building the business intelligence practice in TCI, by identifying potential areas for development of analytics and reporting solutions. In addition, he undertakes the review and analysis of all business requests for new or enhancements to existing data analysis and reporting tools to ensure that the appropriate solutions are provided and that they are aligned to the BI roadmap for the company.

Thursday | 1:40 PM - 2:40 PM | How To Track

SESSION TITLE

The Exception that Confirms the Rule

SPEAKER(s):

Silvie Spreeuwenberg Founder & Director LibRT

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The exception proves the rule, therefore exceptions are common to all organizations and are a core aspect of business rules management. Did you experience that exceptions make it hard to know if you have covered all situations? Are you afraid that exceptions introduce conflicts? What You Will Learn:

• Strategies to deal with exceptions from a business perspective
• How to deal with exceptions to decision tables
• How to deal with exceptions in an inference engine
• How to deal with exceptions in an Object Oriented environment
• Impact of a strategy to exceptions when choosing a technology



ABOUT THE SPEAKER(s):

Drs. Silvie Spreeuwenberg has a background in artificial intelligence and 12 years of experience in business rules modeling and application development were business rules play an important role. She is the co-founder and director of LibRT.

Thursday | 1:40 PM - 2:40 PM | BPM Track

SESSION TITLE

How Business Rules and Processes Fit Together

SPEAKER(s):

Jan Vanthienen Professor in Business Information Systems K.U. Leuven

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

When modeling business processes, we need a dynamic approach, where not only the business logic inside activities is flexible (discount policies, premiums, allowances), but where the entire process is guided, and often constrained, by business rules. Hard coding process flow into process models is too static. When the rules of the business change, the processes should change accordingly, leading to simple, agile and compliant processes.
What you will learn:

• How to design more flexible business processes
• Combining the best of rules and processes
• Identifying best practices for developing agile applications
• Rule-based processes
• How to obtain flexibility and compliance in service-oriented architectures



ABOUT THE SPEAKER(s):

Jan Vanthienen is professor of information systems at Katholieke Universiteit Leuven (Belgium), Business Information Systems Group, where he is teaching and researching on business rules and business intelligence, information systems analysis and design, and information and knowledge management. He is a founding member of the Leuven Institute for Research in Information Systems (LIRIS). The area of business rules modeling, validation and verification of business rules, and business rule automation has been his major area of research and expertise for many years. Mr. Vanthienen has published numerous articles on this subject.

Thursday | 1:40 PM - 2:40 PM | Special Interest Track

SESSION TITLE

Healthcare Rules! A Prescription for Pain Relief: Using Business Rule Technology in Healthcare Systems

SPEAKER(s):

Rik Chomko Chief Product Officer InRule Technology

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Healthcare payers and providers face daunting challenges, including compliance with regulations and shrinking budgets. Automating critical decisions with explicitly defined, user authored and centrally managed healthcare rules improves the transparency and compliance of core processes while reducing development and maintenance burdens.

This session includes case studies and a demonstration featuring automated healthcare rules.

• Learn how the largest provider of Medicaid process management services – uses rules within a system that reduces the timeframe for provider reimbursement by 81 percent
• Get an in-depth look at a flexible platform designed to validate healthcare rules and improve compliance throughout the revenue cycle
• Additional case studies show how other healthcare leaders have implemented rule-enabled solutions



ABOUT THE SPEAKER(s):

Rik has over 16 years of experience implementing rule-based technology. Prior to co-founding InRule, Rik was Chief Technology Officer with Calypso Systems, a solutions integrator based in Chicago. During his seven years at Calypso, Rik was responsible for both the architecture and delivery of systems to many of the firm’s largest clients. Rik is recognized as an expert in emerging technology, having co-authored a number of system frameworks that provide analysts the ability to control application logic without programmer involvement.

Rik has been both an award recipient and speaker at numerous technology and industry events including Microsoft Fusion, Comdex, and ACORD. Prior to his work at Calypso, Rik worked for Blue Cross/Blue Shield of Illinois where he served as a member of the Technical Architecture team on their largest mission-critical system.

Thursday | 2:45 PM - 3:45 PM | Case Studies Track

PANEL DISCUSSION

Emerging Trends in Decisioning, BPM and Rules Panel

SPEAKER(s):

Moderator: Kristen Seer Senior Consultant Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:




ABOUT THE SPEAKER(s):

Kristen Seer is a Senior Consultant with Business Rule Solutions, LLC. She has worked as a business rule analyst with numerous companies in industries such as telecommunications, insurance, defense, auto parts, finance, hi-tech, energy and workers’ compensation. Her work focuses on helping clients introduce the business rules approach in rule-intensive projects, including facilitating sessions to capture business rules and harvesting rules from source documents. She also conducts training in the Proteus™ Business Rules Methodology. Her twenty plus year career has encompassed roles as business analyst, rule analyst, data analyst, project manager, facilitator and mentor. Kristen is a popular speaker and has written a number of articles for the Business Rule Journal.

Friday | 9:00 AM - 12:00 PM | Post-Conference Tutorials Track

TUTORIAL

Business Process Innovation: Beyond Continuous Improvement

SPEAKER(s):

Roger Burlton Founder BPTrends Associates / Process Renewal Group

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Most process management techniques focus strongly on discovery and analysis of existing processes. Classical methods as well as Six Sigma and Lean have their roots in the assumption that you can analyze your way to improvement. These approaches however, cannot lead to breakthrough thinking and a completely new business model.

Innovation requires that different approaches be used that envision a different future with different styles, approaches and designs, unconstrained by existing rules. This session will examine some approaches that are proven and repeatable to conceive, model, test and validate novel approaches to realizing process opportunities. You will work in teams to innovate some classic process problems. Featuring the longest running BPM facilitator in the world; it will be also be fun.

• Analysis vs Design: Improvement vs Innovation
• Unstructured Creative Techniques: Brainstorming, Scamper
• Semi – structured creative techniques: Lotus Blossom, Acceptance
• Highly structured creative techniques: TRIZ



ABOUT THE SPEAKER(s):

Roger T. Burlton, P. Eng, is a co-founder of the BPTrends Associates and the Process Renewal Group. He is considered a global leader, recognized internationally for his no nonsense insights and pioneering contributions in Business Process Management since 1991.

Roger has conceived and chaired over thirty high profile BPM conferences in North and South America, Europe, Middle East and Australia including Knowledge and Process Management Europe and the BPM Conferences for Shared Insights in the US. His pragmatic BPM seminar series has been running globally since 1992 and is the longest continuous series of their kind in the world.

Roger’s highly acclaimed book “Business Process Management: Profiting from Process” is regarded as a reference book for process professionals who want to conduct process architecture initiatives, process renewal projects as well as those who wish to entrench process governance across the enterprise.

Wednesday | 8:00 AM - 9:00 AM | Breakfast with the Analysts Track

SESSION TITLE

The Difference between Complex Event Processing and Business Rules

SPEAKER(s):

Mike Gualtieri Senior Analyst Forrester Research, Inc

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Understanding the differences between business rules and complex event processing (CEP) is not as easy as relegating rules to business rules and events to CEP. Each platform strives to facilitate more-agile application development by providing specialized tools that enable both developers and business users to externalize business logic. Each, however, takes a different approach and is optimal for certain kinds of business problems. You must understand the sweet spots of each to make a smart decision.

• What are the differences between CEP and business rules?
• When to use CEP. When to use business rules. When to use both.



ABOUT THE SPEAKER(s):

Mike is a Senior Analyst at Forrester Research where he researches Web and application architecture, user experience design, development tools and languages, business rules platforms, complex event processing platforms, end user developers, and the future of application development. Mike is also a leading expert on the intersection of application development, user experience design, and architecture. Mike has more than 20 years experience in software development and architecture. While a student at Worcester Polytechnic Institute, he was awarded three patents for inventing an expert system for air traffic control that is used around the world to train air traffic controllers. His latest research is focused on event processing architectures.

Wednesday | 8:00 AM - 9:00 AM | Breakfast with the Analysts Track

SESSION TITLE

Business Rule Management: The Misunderstood Partner to Process

SPEAKER(s):

Jim Sinur Vice President Gartner

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Business rules are everywhere. They are created in decisions and carried out in processes. You cannot survive, much less thrive if you do not know the rules and have them managed in a way to respond quickly to the business tempo set today. This session will look into the many vectors of business rules management.




ABOUT THE SPEAKER(s):

Jim Sinur is a recognized thought leader in the Business Process Management, Business Rules Management and Decision Optimization arenas. Until recently, he was the Chief Strategy Officer for Global360 and was responsible for the advancement of Global 360’s products in the BPM and Process Intelligence markets. Prior to joining Global 360, Jim Sinur served as a VP at Gartner Research where he researched topics including BPM, business modeling, business activity monitoring and process intelligence technologies.

Jim Sinur served as the Director of Worldwide Technologies for American Express. Before joining American Express, Sinur spent time at Northwestern Mutual Life, where he was involved in the design and building of business-critical applications in the investment and annuity departments. Additionally, Sinur led the development of the company’s Underwriting Workbench.

Thursday | 8:00 AM - 9:00 AM | BPM Track

FACILITATED PEER-TO-PEER WORKSHOP

A Facilitated Peer-to-Peer Workshop: Turning Process Models and Business Rules into Business System Requirements

SPEAKER(s):

Denise Owen Associate Consultant Business Rule Solutions, LLC

Kristen Seer Senior Consultant Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The challenge that many organizations face is to take the great work done by business architects and analysts who define new business concepts and make sure these have integrity when it comes to the execution of the finished solution. Many people have tried many ways to address this issue of a difficult translation from a business perspective to implementation one that does not lose the message. The Facilitated Networking Session is designed for the delegates to share their experiences, lessons learned and stories on this topic. The facilitators will guide the requirements practices discussion and notes will be taken and distributed among all conference delegates. The session will be a forum for the discussion of a variety of points of view among session practitioners and will surely add to the body of knowledge on the topic.




ABOUT THE SPEAKER(s):

Denise Owen is an associate consultant with Business Rules Solutions. She has been delivering business solutions for 22 years. Having served a variety of sectors, both public and private, she uses knowledge of various disciplines to cross-pollinate ideas and inspire innovative thinking. Her strengths in project management, facilitation and analysis pooled with her expertise in Business Process Management, Business Rules and the IT Systems Development LifeCycle, provide a powerful combination to drive business performance improvement.




Kristen Seer is a Senior Consultant with Business Rule Solutions, LLC. She has worked as a business rule analyst with numerous companies in industries such as telecommunications, insurance, defense, auto parts, finance, hi-tech, energy and workers’ compensation. Her work focuses on helping clients introduce the business rules approach in rule-intensive projects, including facilitating sessions to capture business rules and harvesting rules from source documents. She also conducts training in the Proteus™ Business Rules Methodology. Her twenty plus year career has encompassed roles as business analyst, rule analyst, data analyst, project manager, facilitator and mentor. Kristen is a popular speaker and has written a number of articles for the Business Rule Journal.

Thursday | 8:00 AM - 9:00 AM | BPM Track

FACILITATED PEER-TO-PEER WORKSHOP

A Facilitated Peer-to-Peer Workshop: BPM as a Service: Product, Challenges and Issues

SPEAKER(s):

Sandy Kemsley BPM Analyst and System Architect Kemsley Design

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

This will be a facilitated audience conversation to discuss what’s happening in the emerging area of BPM offered via a software-as-a-service model. Many vendors are leaping into the field, with mixed results, but there are still a lot of challenges to using it within organizations: legal, cultural and technological. Bring your experiences with BPM as a service, or your thoughts on why it would or wouldn’t be adopted within your organization.




ABOUT THE SPEAKER(s):

Sandy Kemsley is an independent analyst, architect and blogger, specializing in business process management and related technologies. During her career of 20+ years, she founded both a desktop workflow and content management product company, and a 40-person services firm specializing in BPM and e-commerce. She also worked for FileNet (now IBM) as Director of eBusiness Evangelism during 2000-1, and was a featured speaker on BPM and its impact on business at conferences and customer sites in 14 countries during that time. In 2002 she returned to independent practice, and writes the popular “Column 2” blog on ebizQ at www.column2.com.

Thursday | 8:00 AM - 9:00 AM | Chief Architect Track

FACILITATED PEER-TO-PEER WORKSHOP

A Facilitated Peer-to-Peer Workshop: Semantic Processes, Services and Events

SPEAKER(s):

Paul Haley Founder Automata, Inc.

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Semantic technology provides the most general and flexible form of data modeling along with logical and rule-based capabilities. A new wave of semantic tools and standards, including models of time, events, and processes promise to align enterprise data modeling, application development, service-oriented architecture and business process management more closely with the perspectives of knowledge management and business rules practitioners. What we will discuss:

• How semantic standards extend model-driven architecture to knowledge management
• How semantic architectures and models unify SOA and BPM, including events
• How semantics increases the impact of business intelligence and activity monitoring
• How BPMN, SBVR, PRR and complex event processing do or don’t intersect



ABOUT THE SPEAKER(s):

Paul Haley is president of Automata, Inc., which assists technologists, investors and entrepreneurs assess and develop business plans and software for various applications involving semantic and artificial intelligence technologies. Previously, Mr. Haley founded Haley Systems in 1989 and served as Chairman and CTO until its natural language knowledge management and automation technology was acquired in 2007. Prior to launching Haley Systems, Mr. Haley co-founded the Intelligent Technology Group where he helped acquire, manage and grow subsidiaries and led the application of AI to program trading and investment management. Prior to ITG, Mr. Haley served as Chief Scientist for Inference Corporation, where he led the development of the company’s main product, the Automated Reasoning Tool (ART), which established the functionality and syntax used in most popular business rules engines.

Thursday | 8:00 AM - 9:00 AM | Special Interest Track

FACILITATED PEER-TO-PEER WORKSHOP

Managing Business Rules and Requirements Artifacts

SPEAKER(s):

Rik Gerrits Chief Architect, CTO RuleArts

Colleen McClintock Product Manager IBM

Linda Nieporent WebSphere ILOG BRMS Product Manager IBM

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

How do you capture and document your business rules during the requirements phase? How are your business rules managed alongside your other requirements artifacts? In this BoF we will discuss tools, techniques, and processes for managing and maintaining traceability between all your requirements artifacts such as business rules, use cases, activity diagrams, user stories, features, acceptance tests, and user interface requirements. The objective of the session is to share and hear ideas from others about what works and what doesn’t.




ABOUT THE SPEAKER(s):

Rik Gerrits studied mathematics and business economics and is chief architect of RuleArts’ RuleXpress, a sophisticated environment aimed for business rules analysts and business end users.




Colleen McClintock is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product team for the last 10 years and prior to that managed her own consulting firm specializing in business rule modeling and implementation.




Linda Nieporent is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product management team for the past 4 years. Previously, she did consulting and training on business rules and data modeling.

Monday | 1:30 PM - 4:30 PM | Pre-Conference Tutorials Track

SESSION TITLE

A Framework for Selecting Business Rules Platforms

SPEAKER(s):

John R. Rymer Vice President and Principal Analyst Forrester Research, Inc.

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

TBA




ABOUT THE SPEAKER(s):

As an analyst on Forrester’s Application Development & Architecture research team, John R. Rymer covers the market for application platforms, including business rules platforms, the Java/J2EE application servers from BEA, IBM, JBoss, Oracle, SAP, and Sun Microsystems, and the equivalent portions of Microsoft’s .NET platform. Mr. Rymer has 20 years of experience as an industry analyst, business strategy consultant, and software marketing executive. Previously, Mr. Rymer served as vice president of product marketing at IONA Technologies, where he gained firsthand experience in creating and executing market strategies.

Wednesday | 8:00 AM - 9:00 AM | 2009-11-04 08:00:00 Track

SESSION TITLE

How Business Rules are combined with other Disciplines: Survey Results

SPEAKER(s):

John R. Rymer Vice President and Principal Analyst Forrester Research, Inc.

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

TBA




ABOUT THE SPEAKER(s):

As an analyst on Forrester’s Application Development & Architecture research team, John R. Rymer covers the market for application platforms, including business rules platforms, the Java/J2EE application servers from BEA, IBM, JBoss, Oracle, SAP, and Sun Microsystems, and the equivalent portions of Microsoft’s .NET platform. Mr. Rymer has 20 years of experience as an industry analyst, business strategy consultant, and software marketing executive. Previously, Mr. Rymer served as vice president of product marketing at IONA Technologies, where he gained firsthand experience in creating and executing market strategies.

Thursday | 11:20 AM - 12:20 PM | BPM Track

SESSION TITLE

Building Next Generation Credit Risk Rating Platforms Using Rules & Models

SPEAKER(s):

David S. Kim Managing Director and CEO Innovations Software Technology

Chaitanya Kumar Sharma Founder & CEO DAASL INC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

To provide an effective rating decision, rating models with approval workflows for all lending portfolios must be created, tested & deployed effectively.

Given the platforms of yesterday & their pain points; today’s systems must be built for agility, speed & business control. Standards & constantly changing regulations, such as Basel II require even more flexibility. What you will learn:

• How to achieve agility in ever changing business practices & Risk Management Methodologies at leading financial institutions
• How scorecards can be dynamically generated within minutes
• How BRMS, Portfolio Simulation & Optimization help financial institutions to better understand their risk exposure



ABOUT THE SPEAKER(s):

David S. Kim is Managing Director and CEO of Innovations Software Technology Corp. He has over 17 years of experience in executive management in the software and finance industries. Prior to joining Innovations, David was CEO of DPG, an organization that specializes in SOA, Web services and EAI, and held leadership positions at BroadVision and Citigroup. David also serves on the board of two private equity firms based in the U.S., along with several philanthropic organizations. David has a B.A. in Economics from the University of Chicago, and an MBA in International Finance and Marketing from the Northwestern University Kellogg School of Management.




Chaitan has over 15 years of experience in decision management; he worked at ILOG for 6+ years and close to 4 years at Fair Isaac where he headed Solutions Management and Architecture teams for North Americas, Asia Pacific & Japan. He also incubated a Global Delivery Center for FICO in Bangalore. Chaitan has a very rich experience in define, design, develop, and deploy phases of decision management applications in Banking, Financial Services, Insurance, Health & Retail verticals using BRMS, Analytics & Optimization Technologies.