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

SESSION TITLE

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

SPEAKER(s):

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

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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

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

SESSION TITLE

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

SPEAKER(s):

Stephanie Alsbrooks Director ThinkCash Financial

Kartheek Veeravalli Business Rules Analyst ThinkCash Financial

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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




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

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

SESSION TITLE

Automating Commercial Underwriting Using Business Rules

SPEAKER(s):

Sundar Vallianayagam CEO Jarus Technologies

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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

SESSION TITLE

Maturing with Business Rules and Business Intelligence - The Combined Power

SPEAKER(s):

Sandeep Gupta VP, R&D Equifax

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Expert

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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

SESSION TITLE

Decision Automation - Implementation Challenges and Productivity Improvements

SPEAKER(s):

Siva Subramanian Project Manager - Technology ICICI Lombard General Insurance Company

Chaitanya Kumar Sharma Founder & CEO DAASL INC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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




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

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

SESSION TITLE

Decisioning: Managing Counterparty Risk for Financial Markets

SPEAKER(s):

Zachary Springborn COO OneData, LLC

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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

What you will learn:

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



ABOUT THE SPEAKER(s):

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

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

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

SESSION TITLE

Five Ways to Lower Costs with Predictive Analytics

SPEAKER(s):

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

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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

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

SESSION TITLE

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

SPEAKER(s):

Mo Masud Senior Manager Deloitte Consulting

Laura Ward Senior Consultant Deloitte Consulting

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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




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

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

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

SESSION TITLE

Verbish Models

SPEAKER(s):

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

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

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

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

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

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



ABOUT THE SPEAKER(s):

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

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

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

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

SESSION TITLE

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

SPEAKER(s):

Lee Lambert Managing Partner New Wisdom Software

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

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

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



ABOUT THE SPEAKER(s):

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

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

SESSION TITLE

Integrating Rules with Data to Drive Consistency

SPEAKER(s):

Alex Raul Pascua BI Consultant Toyota Canada Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

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




ABOUT THE SPEAKER(s):

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