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

SPEAKER(s): [ 258 ]

Ronald G. Ross Principal & Executive Editor www.BRCommunity.com Business Rule Solutions, LLC

Sunday | 2:30 PM - 5:30 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

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




• Achieving business agility through Business Rules

• Business Rule methodologies

• Fitting Business Rules into projects … and into your organization

• Pitfalls, lessons learned and best practices

• The latest trends and emerging standards

• Establishing rule management





ABOUT THE SPEAKER(s):

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

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

Mr. Ross is Co-Founder of Business Rule Solutions, LLC (www.BRSolutions.com). At BRS, Mr. Ross co-develops Proteus®, its landmark business requirements methodology, including the popular RuleSpeak®. Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2005), a 2nd edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003).

Succeeding as a Decision-Centric Organization

SPEAKER(s): [ 259 ]

Neil Raden Co-Founder Smart (enough) Systems

James Taylor Co-Founder Smart (enough) Systems

Sunday | 2:30 PM - 5:30 PM

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Organizations attempting to compete using analytics, build adaptive/agile infrastructure and optimize their business operations must become more decision-centric. It is clear that the precision, consistency, agility, speed and cost of operational decisions are key to effective and efficient operations. This session will cover the principles of Enterprise Decision Management, its application to critical business processes and decisions and the appropriate use of available technology. What you will learn:




• How to identify and prioritize the operational decisions that drive your organization’s success

• How to use business rules as a foundation to automate these decisions for maximum agility

• How to improve these decisions using data mining and predictive analytics

• How to ensure continuous improvement and competitive advantage using adaptive control





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.

SOA and Business Rules - Building a Powerful, Flexible Application Platform

SPEAKER(s): [ 260 ]

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

Sunday | 2:30 PM - 5:30 PM

MAIN FOCUS OF PRESENTATION: Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Service Oriented Architecture (SOA) is a powerful paradigm for developing new applications and integrating new service-level features into existing applications. As the popularity and maturity of SOA grows, organizations are looking at how they can best leverage Business Rules Engines (BRE) in these new architectures. This session will provide a quick review of SOA then dive into the value proposition of BREs in SOA, traditional and non-traditional uses of BREs in SOA, and finally a review of different approaches to integrating a BRE into your SOA with benefits and challenges of each. What you will learn:




• How to evaluate the value of integrating a BRE with your SOA

• Uses of BREs as a core part of an Enterprise SOA platform

• When to use various BRE integration techniques in your SOA

• How to leverage a BRE in shoring up inherent weaknesses in the SOA approach





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.

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

SPEAKER(s): [ 263 ]

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

Monday | 9:00 AM - 12:00 PM

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Business Rules should come from the business. However, you cannot simply ask business people to come together and then multiply rules. In this practical tutorial session, Ms. Lam will present a comprehensive approach for gathering business rules from business experts using facilitated sessions. Ms. Lam will also discuss the steps required to harvest rules from great big source documents and share her experience on reverse engineering business rules from application code. What you will learn:




• How to coordinate facilitated sessions to collect business rules, including preparation, objectives, agenda and documentation for each session

• The four primary business model deliverables – Policy Charter, Workflow, Fact Model, and Business Rules

• Techniques for capturing, presenting and documenting the deliverables

• A pragmatic way of harvesting rules from great big source documents

• Insight and experiences in reverse engineering business rules from application code

• Lessons learned and pitfalls to avoid





ABOUT THE SPEAKER(s):

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

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

Developing a Business Process Architecture and Program of Change

SPEAKER(s): [ 264 ]

Roger Burlton Founder Process Renewal Consulting Group Inc.

Monday | 9:00 AM - 12:00 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

In most organizations there are many initiatives of various types underway or anticipated. Typically these are not traceable to business value creation nor are they aligned to one another. It is now apparent that an enterprise-wide, process-oriented Business Architecture’s real role is to make sense of the mess and connect the dots to ensure that the business and all of its capabilities can work together and respond as needed. This session will cover the Principles of Business Architecture, Stakeholders and Relationships, Developing the Process Architecture, Alignment of other Architectures, Program Prioritization and Planning and Management and Tools Support. What you will learn:




• How to develop a Business Process Architecture that reflects the business drivers and strategic intent of the enterprise

• How to define the organizational capabilities required for the enterprise to realize its purpose

• How to develop a Process Architecture that will provide the basis for aligning the IT Architecture with the creation of business value

• How to ensure the ongoing management of cross-functional processes as assets themselves





ABOUT THE SPEAKER(s):

Roger is a founder of the Process Renewal Group. He is considered a global leader, recognized internationally for his pioneering contributions in Business Process Management since 1991.

Roger has conceived and chaired several high profile BPM conferences in North and South America, Europe, Middle East and Australia including Knowledge and Process Management Europe and the BPM Conferences for Shared Insights in the US. His pragmatic BPM seminar series has been running globally since 1991 and is the longest continuous series of their kind in the world. Roger spends most of his time, however, helping complex organizations to implement BPM strategically.

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

Agile Model Driven Development (AMDD): Practices for Scaling Agile Software Development

SPEAKER(s): [ 265 ]

Scott Ambler Practice Leader Agile Development IBM

Monday | 9:00 AM - 12:00 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This interactive workshop explores the differences between modeling on waterfall development, mini-waterfall development, and agile development projects. It defines what it means for a model to be agile and presents numerous examples. The Agile Model Driven Development (AMDD) approach is then described, showing how AM fits in with implementation techniques such as Test Driven Development (TDD) and refactoring. What you will learn:




• Modeling helps to scale agile software development

• Strive for executable specifications over static specifications

• Agile approaches to business rules efforts work and should be preferred over traditional approaches





ABOUT THE SPEAKER(s):

Scott W. Ambler is the Practice Leader Agile Development with IBM Rational and he works with IBM customers around the world to improve their software processes. He is the founder of the Agile Modeling (AM), Agile Data (AD), Agile Unified Process (AUP), and Enterprise Unified Process (EUP) methodologies. Scott is the (co-)author of 19 books, including Refactoring Databases, Agile Modeling, Agile Database Techniques, The Object Primer 3rd Edition, and The Enterprise Unified Process. Scott is a senior contributing editor with Dr. Dobb’s Journal. His personal home page is www.ibm.com/rational/bios/ambler.html and his Agile at Scale blog is www.ibm.com/developerworks/blogs/page/ambler.

A Framework for Selecting Business Rules Platforms

SPEAKER(s): [ 267 ]

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

Monday | 1:30 PM - 4:30 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Selecting a platform for business rules applications requires much more than consideration of deep technical features. Features for business analysts and operations staff, fit with other systems within an IT landscape, standards support, fit to application requirements, and vendor strategy are also vital elements of any product selection. Forrester Research has developed a set of detailed criteria on product features and vendor characteristics to guide its clients’ selection of business rules engine. These criteria are at the heart of Forrester’s Wave research methodology for comparing products, and form the basis for a comparison of business rules platform vendors that was published in late 2007. Come to this tutorial to learn how to use the Forrester evaluation criteria and approach to select the best business rules platform for your organization. What you will learn:




• How to evaluate business rules platforms products with criteria tailored to your organization’s requirements

• How to evaluate business rules platform vendors with criteria tailored to your organization’s requirements





ABOUT THE SPEAKER(s):

As an analyst on Forrester’s Application Development & Architecture research team, John R. Rymer covers the market for application platforms, including business rules platforms, the Java/J2EE application servers from BEA, IBM, JBoss, Oracle, SAP, and Sun Microsystems, and the equivalent portions of Microsoft’s .NET platform. Mr. Rymer has 19 years of experience as an industry analyst, business strategy consultant, and software marketing executive. Previously, Mr. Rymer served as vice president of product marketing at IONA Technologies, where he gained firsthand experience in creating and executing market strategies.

Top 10 Data Mining Mistakes (and how to avoid them)

SPEAKER(s): [ 268 ]

Dr. John Elder IV, Ph.D. Chief Scientist Elder Research, Inc.

Monday | 1:30 PM - 4:30 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Discovering useful business rules is a form of “data mining”, which has proven capable of enormous returns in many fields and industries. But, it is easy to go too far in one’s analysis and “torture the data until it confesses” or otherwise doom the rules to fail where they really matter: on new situations. A key to achieving quality is to avoid “worst practices.” Dr. Elder will share his (often humorous) stories from real-world applications highlighting common, but deadly, mistakes. Come learn how to achieve success by laughing (or gasping) at stories of barely averted disaster. Note: Some analytic details are quite technical, but the stories (and their lessons) have proven to have appeal to attendees across experience levels and job classifications. What you will learn:




• How to find useful patterns in your data worthy of rules

• Data Mining Best Practices by learning their flip side: worst practices

• The tremendous value of learning from data





ABOUT THE SPEAKER(s):

John Elder heads Elder Research, Inc.—a data mining consulting team in Virginia and DC (www.datamininglab.com), focused on scientific and commercial applications of pattern discovery and optimization, including stock selection, image recognition, medical text mining, biometrics, drug efficacy, credit scoring, cross-selling, and fraud detection.

John obtained Engineering degrees from Rice University and the University of Virginia where he’s an adjunct professor, teaching Data Mining or Optimization. Dr. Elder has authored innovative software tools, is active on Statistics, Engineering, and Finance conferences and boards, is a frequent keynote conference speaker, and is General Chair of the 2009 Knowledge Discovery and Data Mining conference. His courses on data analysis techniques—taught at dozens of universities, companies, and government labs—are noted for their clarity and effectiveness. Dr. Elder was honored to serve 5 years on a panel appointed by the President to guide technology for the National Security Agency.

Optimization Technology and Business Innovation

SPEAKER(s): [ 269 ]

Dr. David Simchi-Levi Professor of Civil and Environmental Engineering and Engineering Systems MIT

Monday | 1:30 PM - 4:30 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Many business challenges in diverse areas such as production planning, supply chain management, foreign exchange and commodity trading, asset-liability management, portfolio optimization, corporate risk management, and yield management involve choosing an appropriate decision from many possible strategies so as to improve Key Performance Indicators such as profit, cost, inventory or risk. In a growing number of companies, these decisions are made using decision support systems that combine information, modeling frameworks, optimization technology and easy-to-use user interfaces. This allows companies to make effective decisions in real time; consider a large range of business drivers; optimize across regions and business processes; and identify risk mitigation strategies and recovery processes. What you will learn:




• A review of basic optimization concepts

• The role of optimization; and

• Applications of optimization models that are widely used across industries
  




Our objective is to review the technology, processes and impact on the enterprise.



ABOUT THE SPEAKER(s):

David Simchi-Levi is Professor of Engineering Systems at Massachusetts Institute of Technology. His research focuses on developing and implementing robust and efficient techniques for manufacturing and supply chains. He was the founder and chairman of LogicTools (www.logic-tools.com), now part of ILOG (www.ilog.com), which provides software solutions and professional services for supply chain planning. These solutions have been used widely to reduce cost and improve service level in large-scale supply chains in various industries for over 250 customers.

He is co-author of The Logic of Logistics, published by Springer in 1997 and Designing and Managing the Supply Chain published by Irwin/McGraw-Hill in August 1999 and is now in its third edition and translated into several languages. The book received the Book-of-the-year award and the Outstanding IIE Publication award given in 2000 by the Institute of Industrial Engineers. Professor Simchi-Levi received his Ph.D. in operations research from Tel-Aviv University.

KEYNOTE

From Here to Agility

SPEAKER(s): [ 274 ]

Ronald G. Ross Principal & Executive Editor www.BRCommunity.com Business Rule Solutions, LLC

Tuesday | 9:00 AM - 10:00 AM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Your company needs far-reaching agility. Can you get that through business process modeling (BPM), business intelligence (BI), or information/data quality (IDQ) and other “data” initiatives, on their own? No. In this presentation, Mr. Ross explains what true business agility is about using examples from the field, and explains why business rules, enterprise decisioning, and related technologies are a must to achieve it. What you will learn:




• Knowledge management to the core

• Business agility, compliance and transparency – three for the price of one

• The high road to service excellence

• What business agility has to do with compliance and governance

• A fail-safe, incremental approach to legacy modernization – and why it should already be underway in your organization





ABOUT THE SPEAKER(s):

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

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

Mr. Ross is Co-Founder of Business Rule Solutions, LLC (www.BRSolutions.com). At BRS, Mr. Ross co-develops Proteus®, its landmark business requirements methodology, including the popular RuleSpeak®. Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2005), a 2nd edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003).

Optimizing Business Rules Change Control by Effective Principles, Policy and Guidelines

SPEAKER(s): [ 275 ]

Sam Paper SVP, Sr. Architect Bank of America

Tuesday | 10:05 AM - 11:05 AM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

In order to meet the demands of faster business change cycles the Rules systems must integrate into existing infrastructure and compliance to have faster change cycles. By introducing effective principles, policy and guidelines the business can achieve faster change cycles while preserving the required governance in a banking/financial services environment. What you will learn:




• Principles to apply for effective operational management of Rules

• Change management guidelines to achieve faster change cycles while preserving required governance

• Approach for successful adoption of Rules systems across the organization





ABOUT THE SPEAKER(s):

Sam Paper is a Senior Vice President/Senior Architect at Bank of America focused on business-IT strategy alignment and execution of BPM and BRMS enablement. Sam has been in IT leadership roles for over 25 years, including financial, healthcare and government sectors. He is an OMG and Application Executive Council member, and is a member of NorthEast FL PMI regional chapter. Sam has a double Master’s Degree in Computer Science and Mathematics from Southern Illinois University 1983. He is PMP certified, and is presently completing his six sigma black belt.

West Bend Rocked ... and now it Rules!

SPEAKER(s): [ 276 ]

Jeff Wegner Business Architect West Bend Mutual Insurance Company

Cindy Scullion Senior Consultant Business Rule Solutions, LLC

Tuesday | 10:05 AM - 11:05 AM

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

West Bend has been offering commercial and personal property/casualty insurance in the Midwest since 1894. West Bend prides itself on innovative products, steady growth, financial stability, as well as its reputation for legendary customer service. West Bend recognized the need for agility while developing new product offerings, and it embarked on adopting a business rules approach in order to achieve true business agility. Join us to hear how we “rock and Rule” to bring our vision to reality. Learn about our:




• Approach

• Challenges

• Organizational Influences

• Tools

• Lessons Learned





ABOUT THE SPEAKER(s):

Jeff Wegner is a Business Architect at West Bend Mutual Insurance Company. He is a key member of the Business Agility Systems team within the IT Department. The majority of Jeff’s IT career has been in the insurance industry, and in the chemical manufacturing industry. His 17+ year career has encompassed roles as systems analyst/developer, project manager, business analyst, and consultant. Jeff is currently focused on the business rule discovery process to launch a new product at West Bend Mutual.


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

Redefining Online Travel: Hotwire's Business Rules-Based Approach to Serving the Price-Savvy Travel Customer

SPEAKER(s): [ 277 ]

Darren Koch Sr. Manager, Revenue Management Hotwire

Tuesday | 10:05 AM - 11:05 AM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Hotwire is a pioneer in the online travel-booking industry, negotiating deep discounts from its suppliers to help travelers get the best price on unsold airline seats, hotel rooms and rental cars. In order to handle the complexity and variety of its products, Hotwire adopted a rules-based approach for managing real-time pricing decisions to customers. What you will learn:




• Why Hotwire chose to use a business rules management system, along with lessons learned in the migration to this system

• How Hotwire brings predictive analytics and business rules together to optimize pricing for each customer transaction





ABOUT THE SPEAKER(s):

Darren Koch joined Hotwire as a business analyst on the Pricing Team in May 2004, bringing experience in analytics, product management, and optimization. As Sr. Manager of Revenue Management, Darren manages a team of advanced analysts that focus on applying predictive analytics to marketing. Prior to Hotwire, Darren helped develop the Wireless Data business at Telephia, a Nielson company.

Darren received an M.S. in Operations Research from the Weatherhead School of Management at Case Western Reserve University and B.S. degrees in Mathematics and Economics from the Allegheny College. Additionally, Darren is an M.B.A. candidate at the Haas School of Business at U.C. Berkeley.

Who's Contacting Us and Why? The Application of Customer-Centric Intelligence and Models in the Contact Center

SPEAKER(s): [ 278 ]

Gary W. Class Senior Vice President Wells Fargo

Tuesday | 10:05 AM - 11:05 AM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

A true customer-centric approach to evaluating overall contact center and agent performance must take into account the behavior & propensities of the clients who are calling in or e-mailing.

The ability of the contact center to provide quality customer service can be directly related to financial metrics via the impact on customer loyalty and retention. What you will learn:




• How Wells Fargo leverages detailed customer interaction data from the internet and call center to understand who is calling them and why

• The power of developing and deploying a customer-centric profile

• The treasure buried in interaction data and end-user supplied text





ABOUT THE SPEAKER(s):

In his work with the wellsfargo.com management team, Mr. Class is responsible for strategic business analysis around the online base of financial service customers. He analyzes customer preferences and behaviors to help Wells Fargo respond to customers’ banking needs and develop new financial services that can be accessed anytime, anywhere. Key successes include bank-wide adoption of customer-centric cross-sell potential and probability of attrition risk models.

Prior to joining wellsfargo.com, Mr. Class was responsible for distribution planning & analysis throughout the Wells Fargo franchise.
Mr. Class played a lead role in the development of Wells Fargo’s innovative branch delivery strategy, including the supermarket banking program and specialized branch formats serving diverse segments such as the affluent retired, college student and small business customer base.

In addition, Mr. Class was responsible for development of branch staffing & scheduling applications as well as branch-based database marketing and lead delivery tools.
Mr. Class received his MBA from Haas School, University of California, Berkley and his B.A. cum laude from the University of Pennsylvania.

Beyond Subject Matter Expertise: Sourcing and Managing Business Rules for the Adaptive Enterprise

SPEAKER(s): [ 279 ]

Steve Demuth Director of Business Rule Product Management ILOG

Tuesday | 10:05 AM - 11:05 AM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Expert

ABOUT THIS SESSION:

Subject matter experts are the ultimate source of business decision logic, but this has led to a division between the specification of knowledge and the use of rules as operational constructs. It is increasingly clear that the world is not that simple. Business rules serve both modeling and operational functions, and business rules often come from sources other than subject matter experts. What you will learn:




• The future of business rules as the centerpiece of an adaptive enterprise

• Bringing modeling, business analysis, predictive analytics, operational and decisioning together into a coherent whole

• Best practices for decision logic





ABOUT THE SPEAKER(s):

As the director of Business Rule Product Management at ILOG, Steve Demuth is responsible for product strategy and marketing for ILOG’s BRMS product line. Before working at ILOG, Demuth was the chief technology officer for a private consulting firm that specialized in business rules applications, where he consulted on architecture and design for a number of large ILOG JRules projects.

Sun's Risk Analysis System: A Study in Risk Mitigation

SPEAKER(s): [ 281 ]

Rex Martin Ph.D. Principal Engineer and Senior Architect Sun Microsystems™, Inc.

Paris Bingham Principal Engineer and Senior Architect Sun Microsystems™, Inc.

Tuesday | 11:20 AM - 12:20 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Through the use of an advanced decision management platform built using an industry-leading business rules management system, Sun Microsystems deployed a global technical product risk management solution that went live in five months and is now used by 9,000 users around the world. By mitigating risks identified by the solution, these customers saw a 67% reduction in severe incidents, a 10x reduction in unplanned outages, and increases in system availability. Find out how Sun:




• Developed an advanced global decision management platform

• Improved development time, kept simplicity, and innovated rapidly

• Programmatically create/maintain rules from reference sources





ABOUT THE SPEAKER(s):

Rex Martin, Ph.D. is a Principal Engineer and Senior Architect in the Servicability and Readiness organization of Sun Services at Sun Microsystems™, Inc. Dr. Martin has over 13 years of experience in the electrical engineering, computer and software industries, and has been with Sun for 9 years. For the last 7 years, Dr. Martin has been an active global lead on risk identification, mitigation, knowledge and technical product rule analysis systems, particularly focusing on the design and globalization of risk analysis, problem detection and resolution infrastructures and systems. Specifically in the field of technical risk analysis and mitigation Dr. Martin has worked on-site with over 200 customers in 8 countries and in over 46 cities world wide. Currently, Dr. Martin is a co-architect and design/infrastructure lead for the Sun Microsystems, Inc. Risk Analysis System (SRAS).


Paris Bingham is a Principal Engineer and Senior Architect in the Servicability and Readiness organization of Sun Services at Sun Microsystems™, Inc. Mr. Bingham has over 30 years of experience in the computer and software industries, and has been with Sun for 14 years. For the last eight years, Mr. Bingham has been an active lead on various knowledge and information processing systems, particularly focusing on information/data modeling and the application of rules-based systems to problem detection and resolution and product risk management. Currently, Mr. Bingham is a co-architect and modeling / rules development lead for the Sun Microsystems, Inc. Risk Analysis System (SRAS).

It's a Data World After All: Why the Business Should Care About Data Requirements

SPEAKER(s): [ 282 ]

Pat Wilson Information Technology Specialist Walt Disney World Co.

Tuesday | 11:20 AM - 12:20 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Most business people don’t think much about data, they think about results. Today’s competitive world is driven by analytics. In the data world, business requirements take on a new face and the approach to requirements creates unique challenges. Using a business rules approach helps meet those challenges and brings value to the business. What you will learn:




• Common requirements approaches and pitfalls

• How to adapt the business rule approach for data projects

• How IT and business teams benefit from the business rule approach

• Writing clear and complete business data requirements

• Create reusable data requirements documentation





ABOUT THE SPEAKER(s):

Pat Wilson is an Information Technology Specialist with Walt Disney World in Orlando, FL working in an Enterprise Data Warehouse environment. Pat leads business requirements efforts for the EDW for many business areas. Her projects encompass process and fact modeling, data analysis and mapping, interface specification, and business rule deliverables. Pat specializes in the language of business and business rules to bridge the space between the business and IT developers to ensure successful data implementations.

Pat holds a BBA from Hofstra University and a MS in MIS from Nova Southeastern University. She has been employed by WDW for 18 years.

Process and Rules: The Collaboration Effect

SPEAKER(s): [ 283 ]

Tom Bazzarre Manager, Business Integration. Business Infrastructure Services Blue Cross Blue Shield of Minnesota

Sands McAlees-Callanan Senior Process Developer Blue Cross Blue Shield of Minnesota

Tuesday | 11:20 AM - 12:20 PM

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The Rules Management and Process Development Teams at BCBSMN have teamed up to develop a model that integrates process design and business rule capture, allowing for a collaboration between the teams that effectively and efficiently meets our customers’ needs. The outcomes of this model have resulted in clear, comprehensive documentation that the business utilizes for operational process and decision management; and IT utilizes for data modeling, application requirements and development. What you will learn:




• Process-Rule Development Model

• Roles/ Responsibilities

• Process/ Rule Repositories Co-Management

• Project Outcomes

• Physical Security/ Compliance Event Management

• Incentive Based Benefits

• Lessons Learned





ABOUT THE SPEAKER(s):

Tom Bazzarre has 15 years experience with Enterprise Operations within Financial Industry. 10 years analyzing, developing, designing, and implementing process improvements.

Tom is currently the manager of the Integration and Rules Management Office, accountable for Business and System Analysis, Rule Automation Management and Enterprise Integration support. His team supports multiple rule automation engines.


Sands McAlees-Callanan has 12 years experience in the healthcare insurance industry. Her background includes Provider Services, Knowledge and Learning Management and working with the Blue Cross Association Inter-Plan Programs team. Sands now works as a Senior Process Developer, where she has served as a lead in launching the model of integrating the development of Rules and Processes together.

Sands is Certified in ITIL Foundations and is a Practitioner in Lean and IT Service Management.

Building a Decision Engine

SPEAKER(s): [ 284 ]

Chris Collard Sr. Solutions Architect Dell, Inc.

Tuesday | 11:20 AM - 12:20 PM

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Underestimating the enterprise integration components associated with rules engine implementations can often result in project scope, time and cost overruns. Hear first hand from Dell how taking into consideration the larger integration implications at the outset of a project, including assessing and addressing impact to the organization, contributed to the project’s success. What you will learn:




• How to measure and assess your organization’s readiness to implement a rules engine environment

• How to prioritize your business rules management implementation milestones

• What the critical success factors are in business rules implementations





ABOUT THE SPEAKER(s):

Chris Collard, Sr. Solutions Architect at Dell, Inc. has been the lead architect for the past four years on a number of enterprise initiatives to bring Business Rules and Decision Services into production environments. Chris has previously worked at Dell Financials Services and GMAC Financial Services. His educational background includes a BA from the University of British Columbia, MBA from the University of Texas at Austin and MSc from Carnegie Mellon University. He is also a member of Strategic Alliance of Blaze Advisor Professionals (SABAP).

Rules for Effective IT/Business Collaboration: Bridging the Gap from IT Coding Business Logic to User-Driven Dynamic Decisioning

SPEAKER(s): [ 285 ]

Paul Hessinger Chief Executive Officer InRule Technology, Inc.

Tuesday | 11:20 AM - 12:20 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Supporting a rapidly changing business environment requires a major shift in the way logic-intensive applications are built and maintained. IT can’t do this alone. Dynamic business applications require a more collaborative approach between IT and business decision makers, increasing ownership by process owners and key decision makers. Paul Hessinger will explain the Rules Variability Analysis process that bridges the gap in between IT and the business. What you will learn:




• Establishing clear ownership boundaries

• Reducing the translation errors between business and IT

• Establishing a rule authoring context and vocabulary relating to a unique business domain





ABOUT THE SPEAKER(s):

Paul Hessinger is an accomplished technology and business strategist with 30 years of experience and effective leadership. He has functioned with a broad span of responsibilities as a Chief Technology Officer, Chief Marketing Officer, Chief Operating Officer, or Chief Executive Officer in the professional services and software industries. Paul spent 16 years with Computer Task Group, the first professional services firm to be listed on the NYSE. He oversaw strategic marketing programs and the product management infrastructure for PLATINUM technology during a dramatic M&A program and revenue growth from $100M to $1B. Paul has acted as executive counsel with leading IT vendors and Fortune 500 firms, assisting with long-range IT strategies, acquisitions, leveraged buy-outs and fund raising.

VIDEO KEYNOTE

Decision Management and the Power of Business Rules and Analytics

SPEAKER(s): [ 288 ]

Tom Davenport Best-selling author of Competing on Analytics: The New Science of Winning

Tuesday | 12:20 PM - 2:05 PM

MAIN FOCUS OF PRESENTATION: All

FAMILIARITY WITH SUBJECT: All

ABOUT THIS SESSION:

“I have concluded that decision making and the techniques and technologies to support and automate it will be the next competitive battleground for organizations. Those who are using business rules, data mining, analytics and optimization today are the shock troops of this next wave of business innovation.”



ABOUT THE SPEAKER(s):

These days, Tom Davenport is busy at Babson College where he holds the President’s Chair in Information Technology and Management and he is responsible for the overall management of the Institute for Process Management. Larry Prusak and Tom also manage the Working Knowledge program.

Tom Davenport’s most recent book, Competing on Analytics: The New Science of Winning is now available

In 2003 Tom Davenport was named one of the Top 25 consultants in the world by Consulting Magazine. He is also an Accenture Fellow and the Academic Director of the Information Work Productivity Council, a research consortium of seven technology firms.

Tom Davenport directed research centers at Ernst & Young, McKinsey & Company, and CSC Index, and most recently, what used to be called the Accenture Institute of Strategic Change.

Tom Davenport has written, co-authored or edited ten books, including the first books on business process reengineering, knowledge management, and the business use of enterprise systems. Tom Davenport has also written hundreds of articles and columns for such publications as Harvard Business Review, Sloan Management Review, California Management Review, Financial Times, Information Week, CIO and many others.

"One Size Doesn't Fit All"

SPEAKER(s): [ 289 ]

Joe Garrity Senior Architect The Hartford

Kathleen Barrett Application Development Specialist The Hartford

Tuesday | 2:05 PM - 3:05 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Using appropriate technologies for the Business problems at hand. Sometimes a rules engine isn’t the best approach. This presentation will discuss how The Hartford has started to implement governance to position the company to utilize the strengths of the multiple rule engine technologies. As well externalization techniques which oftentimes do not require a rules engine. What you will learn:




• How to identify the strengths / weaknesses of the overlapping technologies

• Examples of the guidelines that have been used at The Hartford

• Lessons learned to establish a process to govern the use of the appropriate rules technology





ABOUT THE SPEAKER(s):

Joe Garrity is a seasoned information technology professional whose career has spanned many different technologies within the financial services & software industry over the past 25+ years. He has been involved with implementing rules engine applications across many different industries for the past 15+ years as both a developer, technical lead, rules architect and project manager.


Kathleen Barrett has over 20 years of experience in various disciplines and technologies, including Oracle, object-oriented development, rules technology, project management and technical leadership. For the past 7 years, she has functioned as senior developer on a business rules-based application, utilizing Fair Isaac’s Blaze rules engine and Java.

Solving a Multi-Decade Problem for 200,000 Users Using Business Rules Management

SPEAKER(s): [ 290 ]

Josh Sharfman Chief Technology Officer California Association of REALTORS®

Tuesday | 2:05 PM - 3:05 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The California Association of REALTORS®, a century-old trade association, faced the challenge of providing advice and direction to its 200,000 members of what forms from the 150 form library to use to facilitate a real estate transaction. What you will learn:




• How to effectively introduce new BRM solutions to a technology-lagging user community

• How to successfully deploy a BRM solution to 200,000 users

• How BRM solved a previously unsolved multi-decade problem

• Key factors in vendor selection

• How a BRM solution was “wrapped” in a rules-aware user interface framework





ABOUT THE SPEAKER(s):

Joshua D.J. Sharfman has worked with the California Association of REALTORS for the last twenty-four years: first as a consultant; later as an outside board member of the Association’s Real Estate Business Services (REBS) subsidiary; and now as the Association’s Chief Technology Officer. Sharfman also has served as an adjunct professor of engineering at the University of Southern California. He holds four system and method patents for software inventions and has many more in the pipeline. He earned a B.S. degree in computer engineering from UCLA, an M.S. degree in engineering management from USC and a Ph.D. in business.

Agility Scenarios for Retirement Systems

SPEAKER(s): [ 291 ]

Mike Freiling Business Rule Architect Conceptrics Inc.

Jordan Masanga Technology Officer Oregon Public Employees Retirement System

Tuesday | 2:05 PM - 3:05 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Retirement systems are not static applications. To succeed, they must meet specific agility challenges, especially the need to quickly accommodate plan changes mandated by legislative action.
We identify actual agility challenges that we have encountered in the retirement system world, and the responses required to meet these challenges at the governance, development process and architectural levels. What you will learn:




• Spotting business and technical challenges that require organizational agility

• Designing proven strategies that meet these challenges

• Orchestrating governance, development and architecture to implement effective strategies





ABOUT THE SPEAKER(s):

Mike Freiling combines a history of contributions to the theory and methodology of business rule system design with a proven track record of delivering practical solutions to complex needs in the areas of finance and investment. Mike holds a Ph.D. in Applied Mathematics from MIT, as well as a CFA (Chartered Financial Analyst) credential from the CFA Institute. Mike was also a Henry Luce Scholar at Kyoto University in Japan. Mike is the author of numerous research and technical reports in the areas of artificial intelligence, database management, object-oriented software design, and financial analysis.


Jordan Masanga is the Technology Officer at Oregon Public Employees Retirement System (PERS). Over the past 5 years, he has directed PERS with applying IT best practices and governance, including business process and rules management. In 2003, he guided the implementation of a major pension system reform at the State of Oregon. Today, he is in the midst of converting a legacy system into a new enterprise architecture platform. He has over 20 years experience in software development and systems integration. Prior to PERS, he was VP Engineering at ADC Telecommunications where he managed a division with 5 international offices.

Incorporating Syndicated Data Into Your Information Management Environment

SPEAKER(s): [ 292 ]

William McKnight Partner, Information Management Lucidity Consulting Group

Tuesday | 2:05 PM - 3:05 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Information Management is increasingly turning its focus to input that comes from outside of the company. These days, we can get much of the information we need through a reverse-append with a syndicated data provider. However, data providers make generalizations to balance the breadth and quality of the data, making this an imperfect science. This seminar will help you consider the tradeoffs (in breadth, depth and accuracy), how to architect for and wisely use external data. What you will learn:




• Assessing the syndicated marketplace

• The origins of syndicated data

• Determining isolation or integration of syndicated data





ABOUT THE SPEAKER(s):

William functions as Strategist, Lead Enterprise Information Architect, and Program Manager for complex, high-volume full life-cycle implementations worldwide utilizing the disciplines of data warehousing, master data management, business intelligence, data quality and operational business intelligence. Many of his clients have gone public with their success story. William is a Southwest Entrepreneur of the Year Finalist, a frequent best practices judge, has authored more than 150 articles and white papers and given over 150 international keynotes and public seminars. His team’s implementations from both IT and consultant positions have won Best Practices awards. William is a former IT VP of a Fortune company, a former engineer of DB2 at IBM and holds an MBA.

Building a Servicing Backbone with Rules and Process

SPEAKER(s): [ 293 ]

Stephen Zisk BPM Product Marketing Management Pegasystems, Inc.

Tuesday | 2:05 PM - 3:05 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Enterprises provide service to customers across a heterogeneous information landscape. Servicing Backbones provide high-quality user experience with fewer resources, helping meet business goals.
Success requires a rules-based approach. Business rules are integrated into process behavior and event handling, not just decision management, requiring a unified and integrated approach. An effective servicing backbone that contributes to loyalty, retention, and repeat business is built by refactoring rules, processes, and services in the context of business requirements and change. What you will learn:




• Servicing Backbone features and benefits

• Fit in the enterprise infrastructure

• The role of rules and process





ABOUT THE SPEAKER(s):

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

Mixing Rules and Process

SPEAKER(s): [ 295 ]

Sandy Kemsley BPM Analyst and System Architect Kemsley Design

Tuesday | 3:10 PM - 4:10 PM

MAIN FOCUS OF PRESENTATION: Business & Technology

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

There are many techniques for combining rules or decisioning capability with business process management (BPM), ranging from using simple expression engines embedded within a BPM system to a full integration between separate BRM and BPM systems.

This session takes a close look at what rules functionality that the BPM systems offer, and the key characteristics that identify which rules and decisions should remain in the domain of the BPM system, and which should be entrusted to a full-strength business rules management system. What you will will learn:




• The current state of BPM and BRM

• How BPM and BRM interact

• Where your rules belong





ABOUT THE SPEAKER(s):

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

Trainer in a Box: Enabling Automated World Class Training with the Prescription Engine

SPEAKER(s): [ 296 ]