Wednesday | 9:00 AM - 10:00 AM

KEYNOTE

Competing on Decisions

SPEAKER(s):

Neil Raden Co-Founder Smart (enough) Systems

James Taylor Co-Founder Smart (enough) Systems

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Neil Raden and James Taylor, co-chairs of the EDM summit and authors of “Smart (Enough) Systems” introduce a new competitive concept – Competing on Decisions. Thanks are due to Tom Davenport for raising the awareness of the need for analytics in his book, “Competing on Analytics.” Seeking out the increasingly small margins required by competitive business pressures has brought analytics into vogue, typically requiring vast amounts of digestible data .Getting their arms around this deluge of new and existing information, organizations realize that they can gain analytic insights customers, products, channels, partners and much more. But some companies are already finding that analytics is only a part of the process – the intelligent application of the findings of these new insights can only pay off if the decisions that are made are correct. By becoming decision-centric, by using business rules to control those decisions and by leveraging their data to make the best decisions companies are increasingly competing on decisions. What you will learn:

• What is a decision in a business context?
• Why decisions matter
• Why decisions are different
• How business rules control decisions



ABOUT THE SPEAKER(s):

Prior to co-founding Smart (enough) Systems, Neil Raden was the founder of Hired Brains, a research and advisory firm in Santa Barbara, CA, offering research and analysis services to technology providers as well as providing consulting and implementation services in Business Intelligence and Analytics to many of the Global 2000 companies. Mr. Raden began his career as a casualty actuary with AIG in New York before moving into software engineering, consulting and industry analysis, with experience in the application of analytics to business processes from fields as diverse as health care to nuclear waste management to cosmetics marketing and many others in between. He is a practicing consultant, industry analyst, speaker and author. His articles appear in industry magazines and he is the author of dozens of sponsored white papers for vendors and other organizations.




Prior to co-founding Smart (enough) Systems, James Taylor was a Vice President at Fair Isaac Corporation where he developed and refined the concept of enterprise decision management or EDM. Widely credited with the invention of the term and the best known proponent of the approach, Mr Taylor helped create the emerging EDM market and is a passionate advocate of decision management. Mr. Taylor has 20 years 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 consulting with Ernst and Young. He has consistently worked to develop approaches, tools and platforms that others can use to build more effective information systems. He is an experienced speaker and author, with his columns and articles appearing regularly in industry magazines.

Wednesday | 10:05 AM - 11:05 AM

SESSION TITLE

Organizing a Business Rule Harvesting Project - Divide and Conquer

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: Some

ABOUT THIS SESSION:

You are asked to harvest business rules. The rules seem to be everywhere. Where do you begin? There is more than one way to slice a pie. Depending on your objectives, timeline and resource availability, you may need to dive deep in one area, or cover a larger scope but harvest fewer rules. There can be order to the madness. The key is to carve out manageable chunks of work to ensure success. What you will learn:

• Identify different types of rule harvesting projects
• Divide a large project into manageable parts
• Assign roles and responsibilities
• Track progress



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).

Wednesday | 10:05 AM - 11:05 AM

SESSION TITLE

Integration of a rules engine with Sonic SOA Environment

SPEAKER(s):

Gabor Liptak Architect Kemper

MAIN FOCUS OF PRESENTATION: Technology

FAMILIARITY WITH SUBJECT: Expert

ABOUT THIS SESSION:

This technical session details on how a rules engine fits into Kemper’s SOA environment (including some discussion on SOA in general and the importance of selecting the right XML representation to be used on the ESB). Explained why Sonic is Kemper’s ESB of choice and how a rules engine is integrated into Sonic SOA to become a ``building block” to be used with any ESB process. What you will learn:

• Learn about Kemper’s technical environment and challenges
• Learn about Kemper’s use of SOA and rules engine
• How the rules engine was integrated into a SOA environment



ABOUT THE SPEAKER(s):

Gabor Liptak is an Enterprise Architect working mostly in Java/J2EE environments, and architecting and developing rules for about 3 years.

Wednesday | 10:05 AM - 11:05 AM

SESSION TITLE

Putting Business Rule Repositories in Their Place: Separating Repositories from Implementations to Empower Your SOA

SPEAKER(s):

Paul Avilez Senior Software Developer Liberty Mutual Insurance Group, Agency Markets

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

A common architecture exercise involves identifying the pieces of the puzzle and placing each under the control of who can best handle the requirements. As rule engines provide more “functionality”, it becomes tempting to skip this exercise. This presentation will discuss ideas and examples of how using a business maintained rule repository, agnostic of the implementation, allows real-time manipulation through our Enterprise Rules Service Framework. What you will learn:

• What should be asked in determining placement of logic?
• How can a repository introduce real-time changes to your service?
• What rule patterns support ease of business use?



ABOUT THE SPEAKER(s):

Paul Avilez has spent five years working with business rules technologies, the last four at Liberty Mutual, Agency Markets where he currently serves as Rules Architect for the Personal Lines Rules Team. He is experienced in multiple rule engines implementations in the insurance industry, particularly in the property and casualty business. Within his time at Agency Markets he has championed the use of the Enterprise Rules Service Framework for delivering service oriented rule applications with business control.

Wednesday | 10:05 AM - 11:05 AM

SESSION TITLE

Using Information to Improve Decisions in a Retail Space

SPEAKER(s):

Bruce Mason Program Manager Circuit City Stores

Natalie Wilson Systems Consultant Circuit City Stores

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The profitability of each retail space is determined by many factors, some measurable and controllable, which define the overall profitability model. By mapping out the relationships between these factors and understanding how the decisions retail associates make affect overall profitability, then organizing BI reports and metrics to provide insight into business acumen and capturing feedback from top performers, events and decisions can be identified to improve profitability of retail space. What you will learn:

• Migrating to an automated event-based decision process
• Pitfalls to avoid in mapping out a business process
• Translating analytic results and intellectual capital to event-based rules



ABOUT THE SPEAKER(s):

Bruce Mason has been a Program Manager for EDW Development at Circuit City Stores, Richmond, since 2005. Previous related positions include Program Manager of Retail Reporting at Circuit City Stores and Program Manager for the EDW at First North American National Bank. He has a Masters of Engineering from the University of Virginia.




Natalie Wilson has been a Business System Consultant for EDW Development at Circuit City Stores, Richmond, since 2005. Previous related positions include Developer of Retail Reporting at Circuit City Stores for 5 years and various Accounting positions within Circuit City for over 15 years.

Wednesday | 10:05 AM - 11:05 AM

SESSION TITLE

Smarter Decisions with Rules, Analytics and Optimization Technologies

SPEAKER(s):

Carole-Ann Matignon Vice President, Product Management Fair Isaac Corporation

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

With today’s business environment growing more turbulent, it is critical for businesses to make smarter decisions across their organization. They can achieve this with Decision Management – the business discipline of automating, improving, optimizing and connecting decisions. Effective Decision Management automates critical operational decisions with business rules, enhances those rules with predictive analytics and leverages state-of-the-art optimization. What you will learn:

• How you can improve your ability to make smarter business decisions
• How Decision Management can address complex operational problems and balance trade-offs and constraints
• How rules, analytics and optimization can work together toward advancing Decision Management



ABOUT THE SPEAKER(s):

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

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

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

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

Wednesday | 11:20 AM - 12:20 PM

SESSION TITLE

It's a Wild World - Introducing a Rules Methodology in a Changing Environment

SPEAKER(s):

Kathy Gorman Manager, Business Transformation Services Insurance Corporation of British Columbia

Kristen Seer Senior Consultant Business Rule Solutions, LLC

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Implementing a business rules methodology is a difficult task. Doing it in conjunction with a complete overhaul of the business analysis function presents even greater challenges. The Insurance Corporation of British Columbia has taken on this challenge in the belief that the role of business analyst is key to enabling the corporation to handle anticipated large-scale business changes. This presentation will discuss implementing a business rule methodology within the context of significant change. What you will learn:

• How to coordinate with other change initiatives
• The importance of sponsorship
• Treating the business analyst as a professional
• Developing the support infrastructure



ABOUT THE SPEAKER(s):

Kathy Gorman is the Manager, Business Transformation Services with the Insurance Corporation of British Columbia (ICBC). Kathy has over 25 years experience with ICBC. She has had the opportunity to work in many different positions. She has spent the last several years managing a group of business and testing analysts in the Claims business area. She has recently expanded her responsibilities to include the business and testing analysts from Insurance. She is the working sponsor for the Enhanced Business Analysis and Testing project whose mandate is to redefine the role of the business and testing analysts.




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

Wednesday | 11:20 AM - 12:20 PM

SESSION TITLE

Rules in Tables, Spreadsheets and Diagrams: Towards High Definition Communication

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, diagrams
• Verification and validation by construction
• Experiences with the modeling and representation of business rules by business experts in real business situations (insurance, legislation, credit scoring)



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.

Wednesday | 11:20 AM - 12:20 PM

SESSION TITLE

Implementing Complex Decision Services in an SOA Infrastructure

SPEAKER(s):

Kevin Forbes Enterprise Architect Healthways, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Healthways’ solutions are designed to help healthy individuals stay healthy, mitigate and slow the progression of disease associated with family or lifestyle risk factors and promote the best possible health for those already affected by disease. Hear how Healthways is scaling complex business rules services in SOA to help in their decision management. What you will learn:

• Architecture tips for scaling complex decision services
• Achitecture tips for high speed data access
• Powering your decision services with a distributed data grid



ABOUT THE SPEAKER(s):

Kevin Forbes is currently an Enterprise Architect at Healthways, Incorporated and is responsible for SOA, EDM and Grid computing strategies. Kevin has 21 years of experience as a software engineer and architect.

Wednesday | 11:20 AM - 12:20 PM

SESSION TITLE

From Scores to Strategies - the Use of Analytics in Business Decisions

SPEAKER(s):

Lamar Shahbazian Vice President InfoCentricity

Sharon O'Reilly Sr. Project Manager KeyBank

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

To make strategic risk management decisions, Financial Services institutions rely heavily on both modeling teams and business analysts. While the modeling staff leverages statistical tools to develop predictive models, business analysts use the data to make decisions that impact the organization’s business objectives. However, the communication between these two groups can be less than optimal. This case study highlights real-life scenarios showing how technology improved communication and collaboration between modeling teams and business managers to produce better business decisions. What you will learn:

• Broaden your analytic perspective
• Integrating scores into decisions
• See example adjustments to policy rules



ABOUT THE SPEAKER(s):

Lamar Shahbazian is Vice President of Analytic Services at InfoCentricity. In her role directing the analytic services operation, her focus includes custom project delivery, client training and sales support. Previously, Lamar spent 18 years at Fair Isaac, holding various positions in model development and account management strategy consulting. Lamar holds an MS and a BS in Applied Mathematics from California Polytechnic State University, San Luis Obispo.




Sharon O’Reilly is Senior Project Manager at Keybank in the Strategic Analytics, Modeling division. She works with the Community Bank divisions providing model review and development, analytic and credit reporting agency data support. Prior to coming to KeyBank, Sharon spent 15 years at Fair Isaac, working in several divisions including custom model development and third party processor analytics. Sharon has a BA in Psychology from the University of California.

Wednesday | 11:20 AM - 12:20 PM

SESSION TITLE

It's a Model-Driven, Service-Oriented World

SPEAKER(s):

Pedram Abrari CTO, Founder Corticon Technologies, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Imagine a world where: business applications generated from transparent and agile models instead of being manually coded; model assets are stored in a central knowledge repository; executive dashboards provide real-time gauge of business. You will learn about:

• Model-Driven Architecture and business rules
• Significance of semantic models
• How central knowledge repositories fundamentally change the way you do business

Come hear one of the industry’s brightest luminaries review the foundational requirements for such a world, how close we are today, and what it will take to realize.




ABOUT THE SPEAKER(s):

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

Wednesday | 1:40 PM - 2:40 PM

SESSION TITLE

BRMS, BPM, EAI and SOA - Building an Agile Technology Stack for your Enterprise

SPEAKER(s):

Michael Krouze Chief Technology Officer and Director of Management Consulting Services Charter Solutions

MAIN FOCUS OF PRESENTATION: Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

An agile technology stack allows systems to react to business changes with minimum effort and impact on core system code. Business rules management is a key element in the creation of agile systems. This session will examine the roles that BPM, EAI, and SOA play and how business rules management can enhance each. What you will learn:

• How business rules interact with and support BPM, EAI, and SOA in your enterprise
• How different mixes of these technologies provide flexibility and resiliency in your architecture
• The key attributes of your business that you need to know in order to best use these technologies together



ABOUT THE SPEAKER(s):

Michael Krouze is Charter Solutions’ Chief Technology Officer and Director of Management Consulting Services. Michael brings a broad and deep knowledge of the Information Technology arena from both a technology and business perspective. He is an innovative thinker adept at planning and initiating change, a superb strategist with a solid combination of business and technical acumen, and a hands-on leader skilled in balancing user requirements, corporate objectives, and technology capabilities. Michael has a proven track record in the definition and leadership of IT initiatives for organizations ranging from Fortune 500 to start-ups and non-profits. He is an active board member of the International Association of Software Architects; a national speaker on topics such as business architecture, business rules/workflow, and enterprise architectures; and has taught classes on software development and business rules.

Wednesday | 1:40 PM - 2:40 PM

SESSION TITLE

Vocabulary and Rule Management, the Next Generation

SPEAKER(s):

Silvie Spreeuwenberg Founder & Director LibRT

Rik Gerrits Chief Architect RuleArts

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Everyone knows that words can have different meanings. Ambiguity results in inappropriate actions when poorly defined words are used in rule sentences. The recently accepted OMG standard “Semantics for Business Vocabulary and Rules” (SBVR) uses the “community” concept to help disambiguate words. It also introduces the notion of “adoption” in that context. What you will learn:

• What is a community and how must an SBVR compliant tool support communities in a practical context?
• What is the meaning of adoption in this context?
• What design decisions have the CTO and Product Manager of RuleArts agreed upon for RuleXpress?



ABOUT THE SPEAKER(s):

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




Rik Gerrits (1965) studied mathematics and business economics and is chief architect of RuleArts’ RuleXpress, a sophisticated environment aimed for business rules analysts and business end users.

Wednesday | 1:40 PM - 2:40 PM

SESSION TITLE

Automated Customer Acquisition Enabled by Business Rules

SPEAKER(s):

Don Ames President HealthCurrents, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The land grab has begun. Successful companies are reaching customers in more markets with more products more quickly than ever. Are you one of them? In this session, Mr. Ames reveals key techniques and capabilities needed to turn your company into a market maker instead of a follower. Don’t miss this presentation if selling to your customer involves: making operational decisions; selling into multiple channels; or changing business conditions. What you will learn:

• The key opportunities on which you should focus
• New techniques and technologies to get you in the game
• Best practices to maximize your investment



ABOUT THE SPEAKER(s):

As President of HealthCurrents, Inc. Mr. Ames provides strategic consulting services to a variety of clients across the insurance industry. Ames has over 20 years of IT management and consulting experience and has recently served as CTO of Precedent Insurance, where he successfully architected and delivered an award-winning direct-to-consumer web site.

Wednesday | 1:40 PM - 2:40 PM

SESSION TITLE

Predictive Analytics Produces Business Rules That Deliver

SPEAKER(s):

Eric Siegel President Prediction Impact, Inc.

MAIN FOCUS OF PRESENTATION: Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

With three case studies, we illustrate the powerful business benefits delivered online by predictive analytics’ rules, including 1) increasing user response to online content by predicting which content is most appealing for each user, and 2) increasing return visits by targeting retention offers to customers predicted to defect. What you will learn:

• What business rules produced by predictive analytics look like and how they work
• How AB testing results provide experience from which to learn to choose for each customer, rather than going only with one across all customers
• How predictive analytics automatically derives rules for decision automation by learning from experience



ABOUT THE SPEAKER(s):

Eric Siegel, Ph.D., is President of San Francisco-based Prediction Impact, providing analytics training and services to medium through Fortune 100 companies. With 15 years of data mining experience, he is an expert in predictive modeling and an award-winning teacher of graduate-level courses in these areas. Eric served as a computer science professor at Columbia University and cofounded two software companies for customer/user profiling and data mining. With data mining, Eric has also solved problems in computer security, fraud detection, computational linguistics and information retrieval.

Wednesday | 1:40 PM - 2:40 PM

SESSION TITLE

Build Dynamic Business Applications as demonstrated with Basel II Credit Risk Rating

SPEAKER(s):

David Kim Managing Director and CEO Innovations Software Technology

Tom Debevoise Managing Principal Consultant Innovations Software Technology

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Today?s business applications have to keep pace with today?s ever changing business requirements. To keep pace, the business and IT need the ability to create dynamic applications using pre-built components, as well as defined methodologies and rules technology. The results are applications that are built in a dynamic, agile and transparent manner. What you will learn:

• How Service Delivery Platforms provide the tools, pre-built components and methodologies for building dynamic applications
• How to accelerate application development using the Visual Rules Enterprise Platform
• How to deliver rule-based business services in the context of a Basel II Credit Risk Rating



ABOUT THE SPEAKER(s):

David Kim is the Managing Director and CEO of Innovations Software Technology, Inc.. David is a proven business and technology leader with over 16 years of experience in enterprise software for various industries and verticals. Prior to Innovations, David was CEO of DPG, a privately held organization that provided professional services in the area of SOA and web services, custom application development, and enterprise application integration (EAI). Before founding DPG, David held various technology and business leadership positions within BroadVision and Citigroup.




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

Wednesday | 2:45 PM - 3:45 PM

SESSION TITLE

Special Practitioner's Panel: The Real World Dos and Don'ts of Business Rules

SPEAKER(s):

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

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:




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).

Wednesday | 2:45 PM - 3:45 PM

SESSION TITLE

Next Generation - Decisioning Methodology

SPEAKER(s):

Mark Norton Product Director Idiom Ltd.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

With the declining utility of traditional business rules approaches and the increasing complexity of decisions being made within and between enterprises a new decisioning philosophy is imperative. In this presentation we will explore how to model business decisions in a way that drives systems towards tight strategic alignment and more effective business execution. What you will learn:

• The benefits of a decision driven approach for both the business and IT
• Architecture of a decision oriented system
• How to model requirements using decisioning to drive tight strategic alignment and more effective business execution



ABOUT THE SPEAKER(s):

Mark Norton is a founder and current Product Director of Idiom Ltd. His 30 year involvement in the evolution and use of model driven development approaches led to the development of the first purpose built decisioning tool – “Idiom Decision Manager,” and of the decisioning methodologies which support it. Mark has proven these methodologies through practical application in projects that cross a wide range of business domains.

Wednesday | 2:45 PM - 3:45 PM

SESSION TITLE

Business Process and Event Semantics

SPEAKER(s):

Paul Haley President Automata, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

• How semantic standards extend model-driven architecture to knowledge management
• How semantic architectures and models unify SOA and BPM, including events
• How semantics increases the impact of business intelligence and activity monitoring



ABOUT THE SPEAKER(s):

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

Wednesday | 4:00 PM - 4:20 PM

HOT TOPICS

"The History & Basics of Services Based Architectures"

SPEAKER(s):

Robert Abate Global Managing Principal - Development & Integration Practice RCG Information Technology

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

We will examine the value of a Service Based Architecture and how to provide structure to this applications architecture paradigm. What you will learn:

• The background, definitions and key terminologies
• What is the elusive SBA and what the foundation for an SBA requires
• What is the difference between an SOA, EDA and Web Services implementations
• What are the key features and requirements
• Best Practices and trends in SBA and the future of SBA through case studies and best practices



ABOUT THE SPEAKER(s):

An IT leader with 25+ years experience in enterprise-wide Architecture, Applications, Business Intelligence, Outsourcing and Best Practices.

Mr. Abate is faculty of TDWI and DAMA and is a respected speaker at global conferences on the topics of Service Oriented Architectures [SOA], Business Intelligence, Enterprise Reporting, Data Governance & Stewardship, Business Rules, Master Data Management, and Metadata. Credited as one of the first to publish the term Services Based Architecture, he is a respected IT thought leader within the field and has been a participant / leader in many SOA / Event Driven Architecture implementations and Business Intelligence solutions.

Wednesday | 4:00 PM - 4:20 PM

HOT TOPICS

Enterprise Architecture Decision Services

SPEAKER(s):

Dan Appleton CEO D. Appleton Company, Inc. (DACOM)

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

This presentation presents a methodology currently in use in several large organizations for the purpose of mapping enterprise architecture data to the organization’s core decision-making processes. The methodology focuses aligning architecture data to the organization’s “analytic agenda.” What you will learn:

• How to derive the organization’s “analytic agenda”
• How to develop an “analytic framework”
• How to “re-engineer” the analytic agenda to improve decision effectiveness and efficiency
• Lessons learned regarding the mapping enterprise architecture data to analytic tasks in the analytic agenda
• The EA Decision Services Methodology



ABOUT THE SPEAKER(s):

Dan founded D. Appleton Company (DACOM) in 1979 and is well known as thought leader, an executive consultant and an author in the areas of enterprise transformation, enterprise architecture, and business engineering. He provides business engineering services to major organizations in both the private and public economic sectors. His book, PROBE, The Principles of Business Engineering, sold over 20,000 copies, and he is the author of Process Improvement for DOD Functional Managers. He published over 30 journal and magazine articles, including the series of DATAMATION articles which fostered the business rules movement, beginning with Business Rules the Missing Link (1984).

Wednesday | 4:00 PM - 4:20 PM

HOT TOPICS

Adaptive Decision Management

SPEAKER(s):

C. Scott Barrington Director of Business Development Select University Technologies, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The future of predictive analytics in decision management and how tighter integration between rules and learning are being developed that will adaptively improve diagnostic capabilities, especially in maximizing profitability and detecting adversarial conduct, such as fraud, money laundering and terrorism. What you will learn:

• Methods for improving performance the of EDM
• How to provide better predictive performance than manually maintained scorecards or tables
• How to put an idea into action within a generalized, probabilistic champion/challenger framework



ABOUT THE SPEAKER(s):

Prior to Select University Technologies Inc, Scott was the CIO of SASCO one of the large Electrical Contractors in the United States. Scott is an extremely knowledgeable business developer with extensive computer technology background. He is dedicated to his profession and approaches all his projects with passion. His Motto is “Let’s figure out a way to get it done.” Scott’s strong organizational skills and his wide view of the multiple aspects of a business make him an invaluable asset to any team. Although a Theater Arts Major at UCSB, Scott fell naturally into computer technology once he had taken a part-time job in computer sciences and now has 22 years experience in that field.

Wednesday | 4:00 PM - 4:20 PM

HOT TOPICS

Towards Testable Architecture

SPEAKER(s):

Steve Ross-Talbot Architecture Practice Lead Cognizant Advanced Solutions Practice

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Ambiguity is the biggest obstacle to the successful delivery of software solutions. It exists in requirements, architecture and delivery.
ArchiMate, RuleML and WS-CDL provides the necessary rigor and business alignment needed to remove ambiguity and so increase quality and reduce costs in the delivery of solutions.
We call it testable architecture. What you will learn:

• How to define functional requirements that can be tested
• How to define non-functional requirements that can be reasoned over
• How to describe a system in ArchiMate and WS-CDL, test it against requirements, review it and generate suitable artifacts for implementation



ABOUT THE SPEAKER(s):

Steve is currently the Architecture Practice Lead for Cognizant’s Advanced Solutions Practice in Europe. He also runs the Pi4 Technologies Foundation and is on the board of a number of companies.
Steve is passionate about software solution and in particular the removal of ambiguity, to ensure solutions meet business goals both now and in the future. He believes in a living architecture which helps to ensure agility and alignment throughout the life of a software solution.
Steve has been a pioneer in the world of distributed computing having co-chaired and contributed to the development of WS-CDL and RuleML.

Wednesday | 4:00 PM - 4:20 PM

HOT TOPICS

Business Intelligence Meets SOA

SPEAKER(s):

Mike Kavis Chief Architect Catalina Marketing

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Business Intelligence tools are more than just a reporting tool. In this presentation you will see how one company leveraged their BI tools as a key technology in a huge business process reengineering project. By treating BI as an abstract layer within their service oriented architecture (SOA), this company was able to change the way the business worked while leveraging their existing investments in BI tools. What you will learn:

• BI is more than an end user reporting tool
• BI tools can be used as your presentation layer
• BI can connect to your SOA via web services



ABOUT THE SPEAKER(s):

Mike Kavis, aka Mad Greek, is a Chief Architect with over 22 years of experience in application development. Mike has worked in the health, retail, manufacturing and loyalty marketing industries. Mike has worked on some of the largest databases in the world and has a broad range of experience with mainframes, client server, embedded systems, Linux clusters, data warehouse, business intelligence, enterprise portals, financial applications, BPM, and SOA to name a few. Mike earned a BS in Computer Science from RIT in 1988, his Masters in Information Technology in 2007 and his MBA in 2008 from Colorado Tech. Mike is a well known technology blogger and has a passion for writing and speaking at conferences.

Wednesday | 4:25 PM - 4:45 PM

HOT TOPICS

Integrated Business Rules and Constraint Programming Technologies for EDM

SPEAKER(s):

Eugene Freuder Director Cork Constraint Computation Centre

Jacob Feldman CTO OpenRules, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Constraint Programming (CP) is a proven decision support technology for finding optimal solutions among multiple alternatives subject to different business constraints. CP is especially successful dealing with scheduling and resource allocation problems where a pure BR technology is not sufficient. Incorporating CP into rule-based systems provides more sophisticated decision-support capabilities. The presentation discusses real-world examples, describes different BR+CP integration scenarios, and demonstrates how different CP solvers could be incorporated into popular BR products. What you will learn:

• BR and CP integration techniques
• CP Solver as a BRMS component
• Online Decision Support with BR+CP



ABOUT THE SPEAKER(s):

Professor Freuder is the Director of the Cork Constraint Computation Centre at University College Cork. He has been elected a Fellow of the American Association for the Advancement of Science, the Association for the Advancement of Artificial Intelligence, and the European Coordinating Committee for Artificial Intelligence, and is a Member of the Royal Irish Academy. In the Citeseer database of most cited authors in computer science Professor Freuder is ranked in the top one-tenth of one per cent. He has played a key role in obtaining over 40M euro in funding from government and industry to support scientific research.




Dr. Jacob Feldman is founder and CTO of OpenRules, Inc., an NJ corporation that created and maintains the popular open source business rules management system: “OpenRules”. He has extensive experience in development of decision support software using business rules and optimization technologies for real-world mission-critical applications. Dr. Feldman is also a Senior Researcher at the Cork Constraint Computation Centre.

Wednesday | 4:25 PM - 4:45 PM

HOT TOPICS

State-of-the-Art Optimization Technical Advances

SPEAKER(s):

Alkis Vazacopoulos Vice President, Research Fair Isaac Corporation

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

As leading banks and insurance companies explore optimisation to improve results, get a look at the technical advances that are adding more power and precision to optimised strategies. Analytic experts from Fair Isaac and Dash Optimization (now part of Fair Isaac) will help those with an analytic background understand the latest innovations in optimisation. What you will learn:

• Combining rules and optimization
• Robust optimization
• Financial applications of optimization



ABOUT THE SPEAKER(s):

Dr. Alkis Vazacopoulos is Vice President at Fair Isaac. He does consulting work with Fortune 500 companies in the areas of finance, direct marketing optimization, pricing, data mining, collections and recovery, insurance pricing, supply chain, procurement and decision analytics. Dr. Alkis Vazacopoulos was the founder and President at Dash Optimization, Inc. where he worked closely with OEMs/ISVs in developing optimization solutions.

Dr. Vazacopoulos attended Florida International University and received an MS in Management Information Systems. He then attended the Graduate School of Industrial Administration at Carnegie Mellon University. In 1994 he completed his PhD in Industrial Administration.

To keep in touch with academia, Dr. Vazacopoulos gives seminars at different universities including: University of Florida, Gainesville, Purdue University, University of Texas-Austin, University of Paris, Imperial College.

Dr. Vazacopoulos is Adjunct Professor at Fairleigh Dickinson University and Associated Faculty at University of Florida. He is a regular Panelist at National Science Foundation.

Wednesday | 4:25 PM - 4:45 PM

HOT TOPICS

Text Analysis and Decisioning

SPEAKER(s):

Stijn van Dooremalen Senior Consultant RuleManagement Group

Bas Janssen Co-Founder RuleManagement Group

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Legislation, pension schemes, insurance policies are examples of texts that regulate our daily life.

Interpretation of the text is the first step. Next step is to decide how to use the interpretation in decisioning.
But texts are subject to change. Keeping track of text changes and their impact on the interpretation and decision services is crucial: this requires deep traceability as part of an analysis method. What you will learn:

• How texts can be analyzed and modeled
• How traceability can help you to cope with changing texts
• How the same text analysis leads to multiple decision services



ABOUT THE SPEAKER(s):

Since the start of his career in 2000 Stijn van Dooremalen has been involved in the interpretation, analysis and modeling of texts and the development of techniques and methodologies to support this. Stijn holds a university degree in Business Information Technology and wrote a final thesis on natural language processing experiences at the Dutch IRS. After graduation he started as a consultant for a specialized company that was involved in a large EU subsidy program called ePower where the cornerstones were laid for what was to become known as the RuleManagement Method. Stijn has been involved in large projects for government organizations and financials. His responsibilities mostly lie in the area of ?control? over complex legal texts and management of release and change of artifacts derived from these texts.




Bas Janssen has 20 years experience in management consultancy, knowledge technology and business rules. He started his career at Nolan, Norton & Co., a strategy consulting practice of KPMG. After 5 years Bas worked at Bolesian, the leading knowledge based systems company in the Netherlands, then, as sales consultant. Since 2001 he works within the domain of text analysis and modeling. In 2005 he co-founded RuleManagement Group (RMG). RMG has enhanced the text analysis method developed during a EU subsidy program called ePower, which it markets as the RuleManagement Method. To support this method RMG has developed its own toolset: the RM Suite.

Wednesday | 4:25 PM - 4:45 PM

HOT TOPICS

Integrating Rules, Workflow and Complex Event Processing

SPEAKER(s):

Mark Proctor JBoss Rules Lead Red Hat, Inc.

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The market is moving to an integrated approach for business logic, people are no longer happy to purchase separate systems with poor integration and lack of uniformity in use. In this presentation we discuss how a rule language can be extended to provide full support for CEP and how a rule engine and workflow engine can be tightly integrated for rich modeling.




ABOUT THE SPEAKER(s):

Mark Proctor received his B Eng in Engineer Science and Technology and then his M Sc in Business and Information Systems; both from Brunel University, West London. His M Sc thesis was in the field of Genetic Algorithms; which is where he first got his interest for anything AI related. Mark became involved in the Drools expert system project at an early stage and soon became its project lead. Mark then joined JBoss (later acquired by RedHat) as an employee when the Drools project was federated into the JBoss JEMS stack. Having developed a powerful expert system, Mark is now turning his attention to other declarative paradigms in an effort to unify them to allow for richer domain modeling environments.

Wednesday | 4:25 PM - 4:45 PM

HOT TOPICS

The Role of Predictive Analytics in Enterprise Decision Management

SPEAKER(s):

Ron Acker Vice President of Strategic Alliances KXEN, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

The market is demanding that decisions be made faster and with greater precision. The combination of predictive analytics and business rules enables those requirements to be met. The challenge is in operationalizing a joint solution that’s dependent on separate organizations and expert users. This session will illustrate the benefits of a solution that can be put in the hands of business domain experts. What you will learn:

• How you logically integrate predictive analytics with business rules to optimize the real time execution of decisions
• Why the real benefits of Enterprise Decision Management are realized by business domain experts.



ABOUT THE SPEAKER(s):

Ron Acker currently leads the alliances organization at KXEN, a global software company that enables software vendors, technology providers, and solution consultants to add world-class data mining capabilities to their product and service portfolios.

Prior to joining KXEN, Ron held business development positions at DemandTec, Fair Isaac, and ILOG where he brokered and managed successful alliances with leading software and system integrator firms such as Accenture, IBM, and Oracle. He currently serves on the board of the Silicon Valley chapter of the Association of Strategic Alliance Professionals.