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 (2005), a 2nd 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). 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; Publisher (www.BRCommunity.com) Business Rule Solutions, LLC

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, LLC (www.BRSolutions.com), the most recognized company in business rule methodology, publications, consulting services, and training. She is the co-founder of Business Rule Community (BRCommunity.com). BRCommunity.com is a vertical community for professionals working with business rules and related areas and is home of the Business Rules Journal.

Ms. Lam is the co-creator of Proteus®, the BRS Business Rule Methodology, which is used by companies world-wide. Ms. Lam is a world-renowned expert on business rules and related techniques. She leads numerous large-scale companies in adopting the Business Rule Approach. She manages business rule projects that focus on the capture, analysis and management of business requirements including business rules. Ms. Lam speaks internationally at conferences and other professional events. She co-presents in the popular Business Rules Workshop: How to Express, Analyze, Organize and Manage Rules and Business Analysis with Business Rules Workshop: Workshop on Business Requirements and Modeling public seminars offered through AttainingEdge (www.AttainingEdge.com).

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 (2005), a 2nd 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). 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 | 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

Keynote Presentation

SPEAKER(s):

Jim Sinur Vice President Gartner

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Keynote presentation




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 | EDM Track

SESSION TITLE

Using Business Intelligence to Enhance Decision Management Systems

SPEAKER(s):

David Proctor Director Product Management Experian

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Using business intelligence and customer analytics, decision management systems are more powerful and effective. This session will focus on a case study where business intelligence was used as a key input to creating new business rules. The session will also discuss best practice for implementing decision management systems and services based on a variety of different business needs.




ABOUT THE SPEAKER(s):

David Proctor is a Sr. Director of Product Management for Experian Decision Analytics. His role over the last 4 years has been to manage and develop software products that deliver improved decision performance for the financial services industry. David works directly with Experian’s key business rules management software, Strategy Management and has supported sales of this technology and other decision applications for the last 4 years. David has also worked on a variety of business rules projects as a business lead helping define requirements over the last 10 years.

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

SESSION TITLE

From Raw Data to Proactive Decisions: Using Business Rules for Conditions-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

Adopting Business Rules Successfully: Getting Your Ducks All Lined Up

SPEAKER(s):

Gladys S.W. Lam Principal & Conference Executive Director Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

A journey of a thousand miles begins with a single step. Where do you begin with business rules adoption? What do you need? What is your organization’s vision?
This presentation focuses on business-side adoption. It covers all the topics you need to know about — from sponsorship to tools, from skill sets to personality profiles, and from proofs of concept to centers of excellence.

This presentation will discuss …

• Objectives, scope, sponsorship level, techniques, and tools
• How to decide which path you want to go down
• Real-life examples of business rule projects and how they turned out
• How to assess where your organization stands
• The Proteus Business Rule Maturity Model



ABOUT THE SPEAKER(s):

Gladys S.W. Lam is Principal of Business Rule Solutions, LLC (www.BRSolutions.com), the most recognized company in business rule methodology, publications, consulting services, and training. She is the co-founder of Business Rule Community (BRCommunity.com). BRCommunity.com is a vertical community for professionals working with business rules and related areas and is home of the Business Rules Journal.

Ms. Lam is the co-creator of Proteus®, the BRS Business Rule Methodology, which is used by companies world-wide. Ms. Lam is a world-renowned expert on business rules and related techniques. She leads numerous large-scale companies in adopting the Business Rule Approach. She manages business rule projects that focus on the capture, analysis and management of business requirements including business rules. Ms. Lam speaks internationally at conferences and other professional events. She co-presents in the popular Business Rules Workshop: How to Express, Analyze, Organize and Manage Rules and Business Analysis with Business Rules Workshop: Workshop on Business Requirements and Modeling public seminars offered through AttainingEdge (www.AttainingEdge.com).

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

SESSION TITLE

Using Process Models to Detangle, Validate 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 Consultant FICO

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 scaleable 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 is 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 is 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.

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.