Thursday | 8:00 AM - 9:00 AM | BRF1 Track

SESSION TITLE

Increasing Revenues & Decreasing Inventory Costs By Accelerating the Warranty Claims Process

SPEAKER(s):

Stephen Lill Project Team Lead International Truck and Engine Corporation

Srinivas Reddy Co-Founder and VP Services YASU Technologies

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

ITEC’s Warranty Claims process included a number of tasks that were executed by multiple systems built on disparate platforms, and located in different geographic locations. Data had to be manually transferred between the systems – in some cases, by burning it on CDs and couriering them. Processing a claim took 1 week, with increased opportunities for manual errors, reducing customer satisfaction. Supplier invoice generation was also cumbersome and time-consuming. ITEC overcame all these challenges using business rules. What you will learn:

• How ITEC developed a system that automated the complete Warranty Claims lifecycle using BRMS
• Techniques Used to Migrate to the Business Rules Approach
• ITEC’s experience in building its successful BRMS



ABOUT THE SPEAKER(s):

Stephen Lill is the Team Project Lead for the Warranty Life Cycle group for International Truck and Engine Corporation. In this role he is responsible for all Warranty aspects from Claim Submission to Supplier Recovery. Stephen has a BS degree in Computer Science from Northern Illinois University




Srinivas Reddy is co-founder and VP Services of YASU Technologies, an innovative vendor in business rules management software. It is the industry’s first business rules management system that can execute on both, the Java / J2EE platform, as well as on the .NET platform, while providing full interoperability between the two – eliminating technology as a factor in the policy automation process. Prior to founding YASU Technologies, Srinivas worked with Infosys in various roles. Srinivas has a BS degree from the Indian Institute of Technology, Madras (India).

Thursday | 8:00 AM - 9:00 AM | BRF2 Track

SESSION TITLE

Business Process Rule Management: Challenges and Solutions

SPEAKER(s):

Wayne Huang Systems Director Prudential Financial Inc.

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Familiar, Expert

ABOUT THIS SESSION:

This presentation introduces an in-house developed business rule management system. The BRMS solution was implemented in the Life Claim Systems within Prudential Financial’s Group Insurance Division. This session will review the challenges encountered and issues solved during the system development life cycle. High level system architecture and rule repository design will be presented. What you will learn:

• Business drivers of the project
• Life insurance claim processing workflow
• The architecture and design of the database rule engine
• The experience of developing an in-house BRMS



ABOUT THE SPEAKER(s):

Wayne Huang has been with Prudential Financial since 1999, and in his current role as Systems Director at the Group Insurance Division, he is responsible for life insurance claim related applications. Mr. Huang works with executives in operations and finance to implement technology solutions to enhance business processes and data quality. He has more than 15 years of IT system development and project management experience in various industries and is currently a PhD candidate at Stevens Institute of Technology. His research interest is in business rule management, intelligent business process management, and workflow automation.

Thursday | 8:00 AM - 9:00 AM | BRF3 Track

SESSION TITLE

Improving Rules Architecture - Strategies in implementing a BRE Roadmap in an Enterprise

SPEAKER(s):

Salim Chandani President Marquee Professionals, Inc.

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Familiar

ABOUT THIS SESSION:

The role of IT is to make businesses more successful in meeting their strategic goals – key amongst them are the time-to-market and retaining the business-edge. Having a competitive edge and staying ahead of the curve is paramount to an enterprise’s success. A Business Rules Engine based solution can provide that edge that keeps the enterprise ahead. There are, however, challenges in a BRE-based solution. What you will learn:

• Advantages of a BRE
• Strategies to stay on top of a BRE-based solution
• BRE pitfalls to avoid



ABOUT THE SPEAKER(s):

Salim Chandani has over 16 years of experience in IT strategies and solutions. His Master’s thesis (August 1992) dwelled on Consistency checking of Rules in an Expert System. Chandani has worked with enterprises to choose the right BRE solutions, and more importantly, developed roadmaps, architecture and strategies detailing the advantages of a BRE, detailed the steps to undertake to stay on top of a BRE-based solution and the BRE bottlenecks and pitfalls to avoid. His work has helped determine the best-fit tools for enterprises in their effort to migrate to a rules-based solution and facilitated the rules-harvesting processes.

Thursday | 8:00 AM - 9:00 AM | RTS1 Track

SESSION TITLE

Enabling Health Care Transformation through Integration of Clinical Intelligence, Rule Management and Process Management

SPEAKER(s):

Sharon Wang Sr. Scientist IBM

Michael Boroch Business Strategy Lead IBM

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Novice, Familiar

ABOUT THIS SESSION:

This session presents the architecture design of a Clinical Decision Intelligence system which supports clinical intelligence collection, management and implementation under the Service Orientated Architecture (SOA) framework. The system helps transform healthcare into an On Demand business through integration of clinical analytics, knowledge management and decision support. What you will learn:

• How to design and build a health care clinical decision intelligence system
• Application of evidence and rule management technology to support evidence based medicine
• How to integrate clinical rule management with electronic medical records and decision support to provide personalized medical care



ABOUT THE SPEAKER(s):

Sharon Wang, Ph.D. is the lead architect for IBM’s Clinical Decision Intelligence (CDI) Solution, and is responsible for the design and development of a clinical rule management and decision support system. Prior to CDI, Dr. Wang was responsible for developing and implementing data integration strategy for the pharmaceutical and biotech industries. Her interests in biomedical informatics are data integration, knowledge management and process optimization. She joined IBM in 1997 after receiving her Ph.D. from the University of California, San Diego. Dr. Wang is also a certified Project Management Professional (PMP).




Michael Boroch is the Business Lead for IBM’s Clinical Decision Intelligence (CDI) Solution. CDI creates scalable and secure IT infrastructures to provide knowledge-based decision tools to physicians at the appropriate time so they can make optimal diagnostic and prognostic decisions to deliver the high quality, personalized care. Prior to CDI, he was a founding business team member of IBM’s WebFountain, and was responsible for launching proprietary full-web mining infrastructure and tools. Prior to IBM, Mr. Boroch has held management positions in the healthcare industry for companies like Johnson & Johnson and LifeMark, and has had entrepreneurial experience in starting several companies.

Thursday | 8:00 AM - 9:00 AM | RTS2 Track

SESSION TITLE

From Rules Management to Enterprise Engineering

SPEAKER(s):

Patrick Graessle KnowBody KnowGravity Inc.

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

The Business Rules Approach is more than just executing business rules. It is about managing enterprise knowledge and treating it as an important enterprise resource. This knowledge includes subjects such as vision, goals, strategies and tactics; business policies and business rules; enterprise vocabularies. To document and manage this knowledge, a comprehensive set of techniques and modeling guidelines is used which is based on several OMG specifications. What you will learn:

• How to elicit enterprise knowledge
• How these OMG specifications may be used to express enterprise knowledge
• How this knowledge may be managed in an enterprise-wide knowledge repository



ABOUT THE SPEAKER(s):

Patrick Graessle is co-founder and a senior consultant of KnowGravity Inc, Switzerland. After graduating from University of Zurich in 1987 he started using, consulting and teaching business-oriented specification techniques and hasn?t stopped since. As a specialist in system specification and requirements engineering, he provides training and consulting on the Business Rules Approach and is the co-author of the first comprehensive book on the Business Rules Approach written in German. Patrick helped launch the ever-growing European Business Rules Conference EBRC (www.eurobizrules.org) back in 2002 and is a member of the Business Rules Group (www.businessrulesgroup.org).

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

SESSION TITLE

Mission Critical BRMS

SPEAKER(s):

Daniel Selman Product Manager ILOG

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

This session will present the technical design philosophy behind ILOG JRules as well as the general requirements for BRMS deployment within mission-critical enterprise systems. In this wide-ranging presentation Daniel will outline many of the factors that ensure a successful BRMS deployment, for small projects, departmental applications and enterprise-wide solutions. What you will learn:

• Best Practices for Software Change Management
• Hot, Cold and Staged Deployment
• Integration of Unit and Regression Testing
• Server Replication and Disaster Recovery



ABOUT THE SPEAKER(s):

Daniel Selman is a Product Manager for Business Rules products at ILOG. He has extensive application development experience, both client and server side. Daniel is the author of “Java 3D Programming” published by Manning Publications and is the chief editor of the Java Business Rules community site, www.javarules.org.

Thursday | 9:15 AM - 10:15 AM | BRF1 Track

SESSION TITLE

Pushing the Automation Envelope: Claims management at NEW Customer Service Companies

SPEAKER(s):

Ramesh Krishnan Solutions Architect NEW Customer Services Companies, Inc.

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Familiar

ABOUT THIS SESSION:

As an administrator of extended service plans and buyer protection programs for top tier retailers, NEW serves a large group of customers with divergent policies, but with a uniform need for a seamless warranty and claims management process. This session will present how NEW developed a system using business rules to consistently adjudicate and process claims across many highly specific warranty programs, each with their own set of complex policies, and the role of technology in keeping pace with rapid policy changes. What you will learn:

• Using technology to eliminate the need to translate business logic into programming
• Involving business users in the rules implementation process
• Business rules as a means for audit compliance



ABOUT THE SPEAKER(s):

As a Solutions Architect at N.E.W, Mr. Krishnan is responsible for devising overall Solution Design and Architecture for key projects. He has been in the information technology field for over ten years. Prior to joining N.E.W, Mr. Krishnan was a Principal Consultant at Oracle Corporation. While at Oracle, he led and implemented several projects for key customers in complex environments involving ERP, CRM and Web Technologies. Prior to Oracle, he held positions at I.T.I. Inc as a Software Engineer and at GEC-Alsthom as a Product Engineer.

Mr. Krishnan holds a Master?s Degree in Engineering from University of Cincinnati.

Thursday | 9:15 AM - 10:15 AM | BRF2 Track

SESSION TITLE

Improvement Strategy for Auto Decisioning and Components of Decisioning for Risk Based Application Processing

SPEAKER(s):

Sandeep Gupta VP, Software Development Equifax

James Reid Technical Leader and Architect Equifax

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Familiar

ABOUT THIS SESSION:

This session will delve into predictive model definition, predictive score tables, predictive decision rules and attributes to getting to the stage of suggestive and validated model, score tables, attributes and decision rules using tools such as Champion-Challenger, Hyptothesis and capabilities of regression data analysis and optimization. The presenters will describe how rules are defined in the beginning and what effective tools and processes must be followed to systematically refine the business rules to improve business results. What you will learn:

• Options available for risk-based application processing needs
• Process and discipline for improving automated decisioning
• Different aspects of harvesting rules strategies using rules technologies and processes



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.




James Reid is responsible for the development of Analytical capabilities for risk-based application processing for application processing. During his tenure at Equifax, Mr. Reid has developed several tools using rules technologies for efficient business rules implementation, management and strategy refinement. Prior to joining Equifax, Mr. Reid worked at Brokat Technologies and Lockheed Martin. Mr. Reid received his degree in Computer Science from Rutgers University in 1997.

Thursday | 9:15 AM - 10:15 AM | BRF3 Track

SESSION TITLE

Business Rules: A Cornerstone in Building Agile Architecture

SPEAKER(s):

Michael Krouze Chief Technology Officer Artemis Alliance, Inc.

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Familiar, Expert Practitioner

ABOUT THIS SESSION:

Agile architectures allow systems to react to business changes with minimum effort and impact on core system code. Business rules are a key element in the creation of agile architectures. This session will draw on real-life examples to illustrate how business rules act as an enabler in creating agile architectures using new techniques (e.g. SOA) and in evolving legacy architectures into agile ones. What you will learn:

• Characteristics, design patterns and benefits of agile architectures
• Why business rules are important to agile architecture and where they fit
• How to successfully apply this to new and existing systems



ABOUT THE SPEAKER(s):

Michael Krouze is the Chief Technology Officer at Artemis Alliance, Inc., a consulting services organization focused on helping organizations build agile business systems through the use of business rules engines and proven architecture methods. Krouze consults in an advisory capacity for many companies, mostly in the Insurance and Financial industries, and is a regular speaker on business rules and architecture.

Thursday | 9:15 AM - 10:15 AM | RTS1 Track

SESSION TITLE

Business Rules in Pension Fund Information Systems: A Key Factor for Success

SPEAKER(s):

Ed Kruithof CEO SKA

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Novice, Familiar

ABOUT THIS SESSION:

Most business processes of a pension fund organization are supported by ICT-applications.
SPF Beheer, the pension fund organization of the Dutch Railway has dramatically improved their administrative processes by implementing an event driven and business rules based information system. Describing products and related business rules was a key success factor. What you will learn:

• Why pension fund information systems has to be event driven and business rule based
• How you can capture such events and business rules
• How you can develop and implement business rules, for example in a pension fund information system
• How you can apply these lessons to your own situation



ABOUT THE SPEAKER(s):

For more than 20 years, Ed Kruithof has been a business and information architect and project manager with utilities, health care and pension fund organizations

Thursday | 9:15 AM - 10:15 AM | RTS2 Track

SESSION TITLE

Managing the Paradigm Shift to BRMS

SPEAKER(s):

Aik-Kee Luah Project Lead Defence Science & Technology Agency

MAIN FOCUS OF PRESENTATION: Information Systems

FAMILIARITY WITH SUBJECT: Novice, Familiar

ABOUT THIS SESSION:

Tightly coupled application code and business logic is one of the greatest impediments to business agility. Overcome this with us to better meet the demands of the rapidly changing business environment of today. Focusing on methodology and framework, this session will present the challenges and approach taken to minimize the learning curve and mitigate technical risks to ensure the success with BRMS. In line with the recent shift towards shared services model that most organizations adopted for cost efficiency, the discussion will address future work on rule-based development on a SOA platform. What you will learn:

• What typical architecture cannot achieve
• How to adopt rule-based approach application development
• How to overcome challenges and mitigate the risks involved
• How to design a sustainable technical architecture for BRMS



ABOUT THE SPEAKER(s):

Aik-Kee Luah is an Application Architect, with 7 years of IT experience in developing J2EE applications. Working on various commercial tools and open source frameworks, his main focus is in enterprise application development methodology. Aik-Kee is the team lead for spear-heading the BRMS capability build-up for his organization and has been working with both commercial and open source rule engines for the past 12 months. Aik-Kee obtained his undergraduate degree from Nanyang Technological University in Singapore and his Master’s degree from National University of Singapore.

Thursday | 9:15 AM - 10:15 AM | Chief Architect Track

SESSION TITLE

The Visual Rules Approach to BRMS Architecture

SPEAKER(s):

Volker Grossmann Product Manager Visual Rules Innovations Softwaretechnologie

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Everyone knows that business rules are everywhere in your IT systems. Different IT architectures like client/server, n-tier, SOA don’t change that, but they provide different options (or constraints) for deploying and executing rules. visual rules is a BRMS with a very lightweight rule execution that gives IT architects the necessary flexibility for rule deployment.

This session will give a detailed view of visual rules architecture concepts and SOA and Java integration scenarios. It will also illustrate how the visual rules rule management process integrates with classical software delivery processes. What you will learn:

• How can an effective Business / IT rule management collaboration be established without too much impact on IT architecture and software delivery processes?
• How can a rule management process integrate with a traditional software delivery process?
• How do Business and IT cooperate visually?



ABOUT THE SPEAKER(s):

Volker Grossmann is a software architect and co-founder of Innovations Softwaretechnologie GmbH, a Germany based specialist for Business Rules Management. Volker leads product development and management of visual rules, an Eclipse-based Business Rules Management System with graphical modeling capabilitities that is especially intuitive and high-performing.

Thursday | 10:30 AM - 11:30 AM | BRF1 Track

SESSION TITLE

Using Business Rules in Niche Applications

SPEAKER(s):

Patrick Power Director PowerHealth Solutions

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Novice

ABOUT THIS SESSION:

PowerHealth Solutions has built a couple of applications centered on a New Zealand Rules Engine. This session will discuss the reasons for opting to incorporate a RE into two very niche products, the advantages of doing so and the lessons learned along the way. What you will learn:

• A non-industry perspective towards Res
• What is required from a RE to be successfully imbedded into niche applications



ABOUT THE SPEAKER(s):

PowerHealth Solutions is an Australian-based health IT company specializing in business improvement solutions for hospitals. Our goal is to use the latest technology to develop affordable and scalable healthcare software that delivers a positive return on investment. Patrick Power’s business rules experience is based primarily on developing the rules required to drive the applications in question, i.e. very much at an end-user level and very much around his industry knowledge of healthcare.

Thursday | 10:30 AM - 11:30 AM | BRF2 Track

SESSION TITLE

Autonomy in the Enterprise, How to Make It Real

SPEAKER(s):

Bahadir Baran Odevci Enterprise Architect Finansbank Holland N.V.

MAIN FOCUS OF PRESENTATION: Information Systems

FAMILIARITY WITH SUBJECT: Familiar, Expert Practitioner

ABOUT THIS SESSION:

For a consistent and coherent Enterprise Architecture, a business-rules based SOA platform is the primary enabler. This session will demonstrate a blueprint of a successful approach called Business-Abstraction-Tier (BAT), to create business-rules value and competitive advantage. BAT platform engages ontology modeling, rule-based, process-centric systems integration, and strives to separate the “know” and the “flow” of the business from other ?aspects? of the implementation. What you will learn:

• How to deliver the control of governing the behaviour of enterprise applications to the business-side
• Architectural steps required for achieving business agility
• Achieving measurable business standards for your enterprise applications



ABOUT THE SPEAKER(s):

Bahadir is one of the chief architects of the in-house developed Finansbank core-banking application (>1,500 man-months, 40,000 TPM), which has been successfully deployed to Finansbank Turkey and Finansbank Russia. He holds an MBA, and has more than 7 years of hands-on enterprise-scale, object and aspect oriented, rule-based, n-tier software design and development, particularly in large-scale, complex deployments comprising core-banking and internet banking applications. Bahadir is one of the co-authors of the book “Enterprise Systems Architecture in Practice” published by Institute of Systems Science, National University of Singapore. He has given numerous presentations on business-rules in practice, SOA performance and enterprise architecture development.

Thursday | 10:30 AM - 11:30 AM | BRF3 Track

SESSION TITLE

Business Rules and Requirements Management - Developing a Critical Union

SPEAKER(s):

Melanie Gillespie Sr. Business Systems Analyst Science Applications International Corporation

Karen Singh Rules Analyst InScope Solutions

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: Novice, Familiar

ABOUT THIS SESSION:

The IRS is piloting a new methodology for analyzing, documenting, and managing business rules in conjunction with requirements for system design. This session will provide an overview of the development of this methodology and topics will include a review of the root causes, a breakdown of the methodology itself, and examples of its application in current efforts. What you will learn:

• Some differences between business rules and requirements as well as their similarities
• Obstacles encountered in trying to bridge the gap between both worlds
• How the new methodology will ultimately improve the application lifecycle at the IRS



ABOUT THE SPEAKER(s):

Melanie Gillespie has 20 years of expertise in requirement analysis, facilitation, and project leadership in many government agencies, including DHS, DOE, CDC, and IRS. Her experience includes: requirements analysis and design, business process analysis, strategic planning, business rules, applying IT best practices, training, programming and testing, data resource management, Enterprise Architecture, Entity-Relationship Modeling, Business Process Reengineering, IT Infrastructure Library (ITIL), Data Warehouse Design, Object Modeling, and Information Engineering. She was an instructor for the Russian Methodological and Technology Center “Software Engineering: Requirements Analysis” Class in Russia. Melanie has a BS in Computer Science and Mathematics from Tennessee Technological University.




Karen Singh has been a rule analyst and developer exclusively for rule-based systems for 5 years and has fulfilled additional roles including rule architect, technical consultant and trainer (teaching business analysts to maintain rules). Karen has undertaken full life cycle development on rule-based projects in scheduling, telecom, credit card scoring, insurance tracking and tax, and her experience with rule-based technologies include Blaze, ILOG, Microsoft Composer, Mindbox as well as custom products. Her interests are large systems designed for reuse, designed with vision. Karen has a BA from the University of Virginia and an MA in Adult Education from NYU.

Thursday | 11:45 AM - 12:45 PM

KEYNOTE

Keynote Address: The Business Triad: Business Process, Rules and Knowledge

SPEAKER(s):

Terry Moriarty President & Conference Co-Chair Inastrol

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Business process, rules and knowledge management are so intertwined that separating them into separate modeling activities almost guarantees that there will be gaps and discrepancies in handling core business events. To ensure consistent behavior for events across channels, business modeling approaches for processes, policies and rules, and knowledge must be integrated. The Business Behavior Triad methodology integrates business modeling into a single discipline for prescribing business behavior by addressing how:

• Business processes enforce business policies, articulated as business rules
• Business processes and rules share a common vocabulary that provides the enterprise knowledgebase’s foundation
• Knowledge and business rules can be shared across the organization while allowing them and the supporting processes to be specialized by product, market or channel



ABOUT THE SPEAKER(s):

Terry Moriarty, President of Inastrol, has enjoyed a diverse career in Information Systems, from application programmer to business analyst to information strategic planner to business rule management architect. She has developed a methodology that integrates business rules analysis with the meta-data management environment to address major business concerns, such as customer relationship and product information management. Her dynamic business models have been used as the basis of customer models for companies within the financial services and telecommunication industries. Terry is the co-chairperson for the annual Business Rules Forum.

Thursday | 2:00 PM - 4:15 PM | Special Sessions Track

SESSION TITLE

Enterprise Architecture and the Role of Business Rules

SPEAKER(s):

John Zachman President Zachman International

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Enterprise architecture and business rules may well be two of the most complex issues confronting modern management. Mr. Zachman endeavors to address these topics in a way that’s meaningful to all attendees. This session offers a tutorial on the essentials of enterprise architecture and fresh insights for those returning to the Forum from previous years. What you will learn:

• The bare essentials of the Zachman Framework for enterprise architecture
• Some fresh insight on business rules in the framework context
• A glimpse into the profound significance of business rules and enterprise architecture as essential for enterprise survival in the information age



ABOUT THE SPEAKER(s):

John A. Zachman is the originator of the Framework for Enterprise Architecture, the *Zachman Framework*, which has recently been referred to as the “world standard for Enterprise Architecture.” He has been associated with the Business Rules community since its inception around 20 years ago, before Business Rules were even called “Business Rules.” Mr. Zachman has been focusing on Enterprise Architecture since 1970 and has written extensively on the subject. He is the author of the book, The Zachman Framework for Enterprise Architecture: A Primer on Enterprise Engineering and Manufacturing.

Thursday | 2:00 PM - 4:15 PM | Special Sessions Track

SESSION TITLE

A Semantic Odyssey: The Intersection of Knowledge Management and Business Rules

SPEAKER(s):

Bonnie O'Neil Sr. Principal Data Architect PPC

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

What do the areas of Knowledge Management and Business Rules have in common? The main objective of both is to figure out how to get information out of people’s heads and make it widely available to the enterprise; to make knowledge an information asset. This session will expound upon lessons learned from using Wikipedia (the “people’s encyclopedia”) in creative ways to both capture and deliver business semantics directly from and to business people. This practical presentation will explore how you can take these concepts and turn them into useful solutions in your environment. A new version of governance will be introduced (“Governance Lite”) to allow business people the maximum amount of flexibility to submit content but still allow authorization. What you will learn:

• Inculcating the Learning Culture
• Extracting content and meaning from business people
• The role of governance, and how to set up some governance but still allow users flexibility of expression
• How to use PR to get users involved
• How to use Bonnie’s Law: “whatever is lying around” to get the job done
• How to disseminate business content to the users for maximum business benefit
• How to start small, and expand the effort to touch more and more areas of the business



ABOUT THE SPEAKER(s):

Bonnie O ‘Neil is Senior Principal Data Architect for PPC, and is an internationally recognized expert on business metadata, data architecture and business rules. She is the author of the In the Know column on the Business Rules Community site, and a regular speaker at many conferences, including the Business Rules Forum. She was a founding member of the Guide Business Rules Project. Her projects span Fortune 500 companies and government agencies, performing vocabulary and rules discovery, data quality, profiling, semantic/data integration and migration. Ms. O’Neil is the author of two database books and over 40 articles and technical white papers; her third book is currently in the works and is co-authored by Bill Inmon, called Business Metadata.

Thursday | 2:00 PM - 4:15 PM | Special Sessions Track

SESSION TITLE

Benchmarking Rules - Why and How

SPEAKER(s):

James Owen Senior Consultant KBSC

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

Benchmarking rules is like benchmarking any other software product; it can prove fruitful as a guide but you cannot depend on “speed” benchmarks as the only guide. You can cheat some rulebase benchmarks, others are more complex and more difficult. However, there are some tried and true benchmarks, some based on Rete, some based on DETE and some based on Sequential rules. What you will learn:

• Traditional benchmarks
• When to use and when not to use
• Sequential benchmarks (?)



ABOUT THE SPEAKER(s):

James Owen has been working with Expert Systems since 1989 and is a Senior Consultant with KnowledgeBased Systems Corporation. He received his BS in electrical/electronic engineering in 1973 from Louisiana Tech University and his MBA in forecasting and quantitative analysis from LSU-S in 1989. James has published many articles, both academic and industry and is a Contributing Editor for InfoWorld.

Thursday | 8:00 AM - 8:15 AM | Standards In Motion Track

SESSION TITLE

Introduction

SPEAKER(s):

John Hall Director Model Systems

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS 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 co-organizer of the annual European Business Rules Conference (www.eurobizrules.org). He is also active in the OMG: co-chair of the Regulatory Compliance SIG, chair of the BMM finalization task force, and one of the OMG representatives on the W3C Rule Interchange Format working group.

Thursday | 8:15 AM - 9:00 AM | Standards In Motion Track

SESSION TITLE

Modeling All the Way Up, Modeling All the Way Down

SPEAKER(s):

Richard Soley CEO and Chairman OMG

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The Model Driven Architecture (MDA), since its introduction in 2000, has grown rapidly into the way that responsible, agile, configurable systems get built. Every major software development tool and Service Oriented Architecture (SOA) tool in the world now supports model-driven application development, using the Unified Modeling Language (UML). But MDA was never just about software, nor specifically about code generation. Recently the “MDA pattern” (capturing the single semantics behind multiple syntaxes and multiple blueprints) has been applied outside the software area, and in order to capture more business value: more agile business, delivered better, faster and cheaper.




ABOUT THE SPEAKER(s):

As Chairman and CEO of the Object Management Group, Inc., Dr. Soley is responsible for the vision and direction of the world’s largest consortium of its type. Dr. Soley joined the nascent OMG as Technical Director in 1989, leading the development of OMG’s world-leading standardization process and the original CORBA? specification. In 1996, he led the effort to move into vertical market standards (starting with healthcare, finance, telecommunications and manufacturing) and modeling, leading first to the Unified Modeling Language (UML?) and later the Model Driven Architecture (MDA?). Previously, Dr. Soley was a cofounder and former Chairman/CEO of A. I. Architects, Inc., maker of the 386 HummingBoard and other PC and workstation hardware and software, and has consulted for IBM, Motorola, PictureTel, Texas Instruments, Gold Hill Computer and others.

Thursday | 9:15 AM - 9:45 AM | Standards In Motion Track

SESSION TITLE

W3C: Rules Interchange and the Semantic Web

SPEAKER(s):

Christian de Sainte Marie Co-Chair W3C Rules Interchange Workgroup

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

As part of its development of the Semantic Web, the W3C in 2005 chartered the Rule Interchange Format (RIF) working group with the mission to specify a format for rules that “will function as an interlingua into which established and new rule languages can be mapped, allowing rules written for one application to be published, shared, and re-used in other applications and other rule engines”. The group is scheduled to make its recommendation in May 2007.




ABOUT THE SPEAKER(s):

Christian de Sainte Marie is co-chair of the W3C Rule Interchange Format (RIF) working group.
Christian is director for Standards and Technology Partnerships at ILOG. He represents ILOG at the W3C advisory committee and at the OMG, where he is a co-author of the Production Rules Representation (PRR) specification. Christian has a degree in Electrical Engineering from the Swiss Federal Institute of Technology in Zurich (Switzerland) and a PhD in Computer Science from the Institute for Applied Mathematics in Grenoble (France).

Thursday | 9:45 AM - 10:15 AM | Standards In Motion Track

SESSION TITLE

RuleML

SPEAKER(s):

Said Tabet Co-Chair of RuleML Inferware Corp

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The RuleML Initiative has developed a family of Web rule languages, which is being consolidated for RuleML 1.0. RuleML is a markup language for publishing and sharing rule bases on the Web. RuleML builds a hierarchy of sublanguages including derivation rules, queries, integrity constraints, and production and reaction rules. RuleML is currently developing support for Web Services Policy, and a platform for interoperability of existing (“legacy”) rule systems. This is a key path for the adoption of the Semantic Web.




ABOUT THE SPEAKER(s):

Said Tabet is the co-founder and co-Chair of the RuleML Initiative. He has been involved in Business Rules and Policies and their integration with enterprise IT systems across verticals for more than fifteen years. He is also engaged in various standards efforts on rules, semantic web services, and service oriented compliance. Said Tabet has been working with leading financial services companies to develop compliance solutions around open standards for data and corporate/regulatory policies using RuleML, OMG, and W3C standards.

Thursday | 10:30 AM - 11:30 AM | Standards In Motion Track

SESSION TITLE

Using "Semantics of Business Vocabulary and Business Rules" to Bring Clarity to Business Governance Documentation

SPEAKER(s):

Donald Chapin Business Vocabulary & Rules Consultant Business Semantics Ltd

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

In this session, the use of “Semantics of Business Vocabulary and Business Rules” (SBVR), an OMG specification scheduled for finalization in 2006, to remove ambiguity from business policy documents will be shown. SBVR is a semantic model with capabilities for different forms of representation. SBVR is oriented to the way people in organizations think and talk naturally, independent of any reference to IT systems. However, the vocabularies and business rules developed are formally defined – they can be used in modeling tools, exchanged between platforms as XML files, and transformed into IT system specifications. This is demonstrated using tools developed by commercial vendors to support SBVR, and will illustrate how a SBVR vocabulary can be extended.




ABOUT THE SPEAKER(s):

Donald Chapin has pioneered methods for defining concepts, structuring knowledge, and expressing business rules in the language of the business since the beginning of his career. His work co-designing DBDA, IBM’s first database design tool, started with business people naming the business facts on their forms and reports in their own business language, so the tool could bridge from the business to the database design. Donald is a member of the Business Rules Group, chair of the OMG Finalization Task Force for the “Semantics of Business Vocabulary and Business Rules” (SBVR) standard, and the OMG liaison to the W3C Semantic Web Rule Interchange Format Working Group for SBVR.

Thursday | 11:45 AM - 12:45 PM | Standards In Motion Track

SESSION TITLE

Business Process Definition Metamodel (BPDM)

SPEAKER(s):

Antoine Lonjon Product Marketing Director MEGA International

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The Business Process Definition Metamodel (BPDM) is a major component of the business modeling specifications being developed by the OMG. Responses to the RFP are currently being refined, and BPDM is scheduled for finalization in 2007. In 2005 the Business Process Management Initiative (BPMI) merged with the OMG, and its BPM Notation (BPMN), already implemented by more than 30 vendors, was adopted by the OMG as a de-facto standard. It is scheduled for finalization as an OMG specification in 2006.




ABOUT THE SPEAKER(s):

Antoine Lonjon is Product Marketing Director at MEGA International, the global leader in Process Excellence and Enterprise Architecture modeling solutions. MEGA’s value-driven approach combines methods, modeling software and consulting to deliver the client enterprise repository. MEGA is a co-submitter to the OMG for BPDM and SBVR, and a supporter of BMM. Antoine has over 17 years of expertise in software design, modeling and enterprise architecture. He represents MEGA in several standards organizations, including the OMG, and contributes actively to emerging standards.

Thursday | 2:00 PM - 2:30 PM | Standards In Motion Track

SESSION TITLE

Production Rules

SPEAKER(s):

Paul Vincent Manager TIBCO Business Rules

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

IT practitioners usually associate business rules with rule engines, and the most common rule engines used today are the “inference engines” that process “production rules”. The OMG’s Production Rule Representation (PRR) specification will provide a standard for platform-independent expression of production rules. It is scheduled for finalization in 2007. PRR is being developed by the main industry vendors, including Fair Isaac, ILOG, and IBM, who are also involved in the W3C Rule Interchange Format (RIF) standard.




ABOUT THE SPEAKER(s):

Paul Vincent is a Manager and Rules Specialist at TIBCO Business Rules. Before joining the product management team, Paul led the Professional Services for Fair Isaac USA and consulted on the design and implementation of rule-based systems in the finance, manufacturing, government and defence industries in both Europe and the US. He is co-author of the OMG’s PRR specification, and of the RUP plug-in for Business Rules.

Thursday | 2:30 PM - 3:00 PM | Standards In Motion Track

SESSION TITLE

Business Motivation Model

SPEAKER(s):

John Hall Director Model Systems

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The Business Motivation Model (BMM) is a high-level metamodel supporting business governance, from identification of influences, through assessment of their impact, to formulation of business policies and decisions on strategies, tactics, goals and objectives. The BMM was developed by the Business Rules Group and first published in 2000. It has been adopted by the OMG and is scheduled become an OMG specification in 2006. The BMM will have a significant role in the OMG’s business modeling and regulatory compliance work.




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 co-organizer of the annual European Business Rules Conference (www.eurobizrules.org). He is also active in the OMG, co-chair of the Regulatory Compliance SIG, chair of the BMM finalization task force, and one of the OMG representatives on the W3C Rule Interchange Format working group.

Thursday | 3:15 PM - 3:45 PM | Standards In Motion Track

SESSION TITLE

Regulatory Compliance / ORCA

SPEAKER(s):

Said Tabet Co-Chair of OMG RC SIG Inferware Corp.

Adrian Bowles Program Director, Regulatory Compliance OMG

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

The unrelenting onslaught of privacy, security and governance requirements demands an automated IT response. Reliance on manual methods causes unacceptable complexity, cost, and risk. The OMG has launched two complementary initiatives. The Regulatory Compliance SIG is developing open specifications that will result in interoperable tools to support compliance. The OMG Regulatory Compliance Alliance (ORCA) is developing a global reference database of regulations, promoting best practice and providing compliance services.




ABOUT THE SPEAKER(s):

Said Tabet is the co-chair of the OMG Regulatory Compliance group and the co-founder and co-Chair of the RuleML Initiative. He has been involved in Business Rules and Policies and their integration with enterprise IT systems across verticals for more than fifteen years. Dr. Said Tabet has been working with leading financial services companies to develop risk management and compliance solutions around open standards for data and corporate/regulatory policies using RuleML and OMG technology standards.




Adrian Bowles is Program Director, Regulatory Compliance, with the Object Management Group (OMG). Dr. Bowles has over 25 years of experience as an IT analyst, practitioner and academic. He leads the OMG’s efforts to identify and codify IT compliance best practices, and the development of a global repository of regulations that impact IT strategy and management. Previously, he held senior positions at the IT Compliance Institute and Giga Information Group. Bowles earned his Ph.D. in Computer Science from Northwestern University.

Thursday | 3:45 PM - 4:15 PM | Standards In Motion Track

SESSION TITLE

Rules for Electronic Record Management

SPEAKER(s):

Darryl Prescott Program Director US National Archives

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

“Functional Requirements and Attributes for Records Management Services” is a joint US Government Agency document, created from the consensus of 18 US cabinet, executive department, and independent agencies and coordinated by the US National Archives and Records Administration (NARA). NARA has introduced this document to OMG’s Government Domain Task Force (OMG GovDTF). The intent is to produce an OMG standard specification for Records Management Services (RMS) that is applicable to government, industry and other uses. The Request for Proposals is scheduled for issue in 2006.




ABOUT THE SPEAKER(s):

Daryll Prescott is program director of NARA’s Records Management Service Component Program (RMSC) and chair of the OMG GovDTF USA Working Group. He led the development of “Functional Requirements and Attributes for Records Management Services” and is now leading an initiative to involve government departments in Europe and the Pacific Rim in the creation of the OMG RFP based on it. Daryll is on secondment to NARA from the US military, and has a technical background in storage technology and storage management.

Thursday | 4:15 PM - 5:00 PM | Standards In Motion Track

PANEL DISCUSSION

Standards In Motion Panel Discussion

SPEAKER(s):

Adrian Bowles Program Director, Regulatory Compliance OMG

Donald Chapin Business Vocabulary & Rules Consultant Business Semantics Ltd

Christian de Sainte Marie W3C Co-Chair & ILOG W3C Rules Interchange Workgroup & Director for Standards and Technology Partnerships

Said Tabet Co-Chair of RuleML Inferware Corp

Antoine Lonjon Product Marketing Director MEGA International

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:




ABOUT THE SPEAKER(s):

Adrian Bowles is Program Director, Regulatory Compliance, with the Object Management Group (OMG). Dr. Bowles has over 25 years of experience as an IT analyst, practitioner and academic. He leads the OMG’s efforts to identify and codify IT compliance best practices, and the development of a global repository of regulations that impact IT strategy and management. Previously, he held senior positions at the IT Compliance Institute and Giga Information Group. Bowles earned his Ph.D. in Computer Science from Northwestern University.




Donald Chapin has pioneered methods for defining concepts, structuring knowledge, and expressing business rules in the language of the business since the beginning of his career. His work co-designing DBDA, IBM’s first database design tool, started with business people naming the business facts on their forms and reports in their own business language, so the tool could bridge from the business to the database design. Donald is a member of the Business Rules Group, chair of the OMG Finalization Task Force for the “Semantics of Business Vocabulary and Business Rules” (SBVR) standard, and the OMG liaison to the W3C Semantic Web Rule Interchange Format Working Group for SBVR.




Christian de Sainte Marie is co-chair of the W3C Rule Interchange Format (RIF) working group. Christian is director for Standards and Technology Partnerships at ILOG. He represents ILOG at the W3C advisory committee and at the OMG, where he is a co-author of the Production Rules Representation (PRR) specification. Christian has a degree in Electrical Engineering from the Swiss Federal Institute of Technology in Zurich (Switzerland) and a PhD in Computer Science from the Institute for Applied Mathematics in Grenoble (France).




Said Tabet is the co-founder and co-Chair of the RuleML Initiative. He has been involved in Business Rules and Policies and their integration with enterprise IT systems across verticals for more than fifteen years. He is also engaged in various standards efforts on rules, semantic web services, and service oriented compliance. Said Tabet has been working with leading financial services companies to develop compliance solutions around open standards for data and corporate/regulatory policies using RuleML, OMG, and W3C standards.




Antoine Lonjon is Product Marketing Director at MEGA International, the global leader in Process Excellence and Enterprise Architecture modeling solutions. MEGA?s value-driven approach combines methods, modeling software and consulting to deliver the client enterprise repository. MEGA is a co-submitter to the OMG for BPDM and SBVR, and a supporter of BMM. Antoine has over 17 years of expertise in software design, modeling and enterprise architecture. He represents MEGA in several standards organizations, including the OMG, and contributes actively to emerging standards