09 Ny Brochure

BrainStorm NEW YORK

Enabling the Process-Driven Agile Enterprise

Business Process

Management

Business Decision

Management

Service-OrientedArchitecture Business

Architecture

CloudComputing

www.BPMInstitute.org/BrainStormNewYork • 508-475-0475 x15

The Official Meeting Place of

&A BrainStorm Community

The Peer-to-Peer Exchange for Service-Oriented Architecture Professionals

A BrainStorm Community

The Peer-to-Peer Exchange for Business Process Management Professionals

November 2-5, 2009 • The Westin Times Square

TABLE OF CONTENTS

2 BRAINSTORM NEW YORK HIGHLIGHTS3-4 CONFERENCE AGENDA-AT-A-GLANCE5 TRAINING AGENDA-AT-A-GLANCE6-10 SESSION DESCRIPTIONS11 CONFERENCE SERIES CO-SPONSORS

CONFERENCE & TRAINING PLANNING GUIDE

REGISTER TODAY!


The Peer to Peer Exchange for Business Architecture Professionals

&

www.BPMInstitute.org/BrainStormNewYork

www.BPMInstitute.org/BrainStormNewYorkRegister

www.BPMInstitute.org/BrainStormNewYorkRegister

GREGG V. ROCKPresident & FounderBrainStorm Group, [email protected]

On behalf of BPMInstitute.org, SOAInstitute.org and BusinessArchitectureInstitute.org, I invite you to join us at BrainStorm New York over November 2-5, 2009 at The Westin Times Square to participate in the largest East Coast gathering of our members, featuring the following educational opportunities:

- Conference Sessions Covering: Business Process Management, Business Architecture, Business Rules/Business Decision Management & Cloud Computing – November 3-4 - Certificate of Training Programs and Individual Courses – November 2-5

BrainStorm New York features the industry’s foremost Experts, Authors, Analysts, and Practitioners in Business Process Management, Business Architecture, Business Rules/Business Decision Management, Cloud Computing and more all in one location!

Our research shows that companies are trying to marshal the above technologies and methodologies together into a comprehensive strategy, program and platform. Making these selection decisions in a timely manner requires the rapid collection and assimilation of information from different members of the community (i.e. suppliers, consultants, and experienced practitioners.)

Don’t miss this annual opportunity in New York for an unbiased, educational event and expert insight from the industry’s leaders to ensure the success of your intiatives and work towards establishing your agile enterprise!

I look forward to hosting you at our most comprehensive educational and networking event to be held on the East Coast in 2009!

November 2-5, 2009The Westin Times Square

Enabling the Process-Driven Agile Enterprise

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


&The Peer-to-Peer Exchange for Business

Process Management Professionals


The Peer-to-Peer Exchange for Service-Oriented Architecture Professionals

Earn up to 30 PDUs!

PREMIER PROGRAM PARTNERS

BrainStorm New York offers the following benefits:

• Our largest East Coast Member gathering of BPM, BA, SOA professionals in 2009

• Best practices and lessons learned from world-class organizations

• Dedicated daily networking opportunities

• One-on-One meetings with selected Presenters, Practitioners, Analysts, Authors, Experts

• Complimentary publications

• Discounted research reports

• Complimentary 30-Day Professional Membership on BPMInstitute.org & SOAInstitute.org

• Complimentary 30-Day access to archived sessions online

and much more...

BrainStorm NEW YORK


The Peer to Peer Exchange for Business Architecture Professionals

&

By Practitioners, For Practitioners

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Conference Agenda-At-A-GlanceBrainStorm NEW YORK

*Agenda subject to change.

Tuesday - November 3, 2009 8:25-8:40 WELCOME Gregg V. Rock, President & Founder, BrainStorm Group, Inc.

8:40-9:25 BEST PRACTICES KEYNOTE: BUILDING A WORLD-CLASS BPM CENTER OF EXCELLENCE Featuring: Frank La Rocca, Director Shared Services, Con Edison

9:25-9:35 COFFEE BREAK

BPM PROFESSIONAL TRACK BPM TOOLS AND TECHNOLOGY TRACK BA PROFESSIONAL TRACK

TRACK CHAIR: TRACK CHAIR: TRACK CHAIR: Shelly Sweet Bruce Silver William Ulrich President Principal President I-4 Process Consulting Bruce Silver Associates Tactical Strategy Group

9:40-10:25 TRACK CHAIR KEYNOTE: TRACK CHAIR KEYNOTE: TRACK CHAIR KEYNOTE: HOW BPM TAKES THE WASTE OUT OF WORK WHICH BPMS IS RIGHT FOR YOU? BUSINESS ARCHITECTURE: STATE Shelly Sweet Bruce Silver OF THE ART/STATE OF THE PRACTICE President Principal William Ulrich I-4 Process Consulting Bruce Silver Associates President Tactical Strategy Group 10:30-11:15 LEADING AN EFFECTIVE CHANGE CASE STUDY: PERFORMANCE MANAGEMENT PANEL: BUSINESS ARCHITECTURE: MANAGEMENT PROGRAM, A KEY TOOL FOR THROUGH TOPCAT - CENTRAL ALERT WHO OWNS IT - WHO DELIVERS IT? REALIZATION OF THE EXPECTED BENEFITS TRACKING TOOL WHO BENEFITS FROM IT? Izabela Waglay Featuring: Kumud Majumder Moderated by: William Ulrich CEO Vice President President EELI Group Inc. Citigroup Tactical Strategy Group

11:20-12:05 CASE STUDY: ALIGNING ORGANIZATIONAL CASE STUDY: BPM THE NEXT GENERATION CASE STUDY: SYNCHRONIZING BUSINESS PERFORMANCE ARCHITECTURE WORK–A LOOSELY COUPLED VIEW

12:05-1:20 BIRDS OF A FEATHER LUNCHEON Sponsored by: BPMInstitute.org, SOAInstitute.org & BusinessArchitectureInstitute.org

1:20-2:05 DESSERT AND COFFEE ON THE SOLUTIONS SHOWCASE 2:10-2:55 CAN SIX SIGMA AND BUSINESS EXECUTABLE BPMN: BPMN-2.0 BUILDING AND USING A BUSINESS PROCESS MANAGEMENT COEXIST? ONTOLOGY-BASED ENGINE CAPABILITY MODEL FOR BUSINESS Marvin Wurtzel Mohamed Keshk ARCHITECTURE Principal Consultant Lead Ontologist Greg Suddreth Marvin M. Wurtzel & Associates UML-OWL Gen, LLC Founding Board Member BusinessArchitectureInstitute.org

3:00-3:45 INCREASING BUSINESS ANALYSIS MATURITY CASE STUDY: BPM ANTI-PATTERNS BUSINESS INFORMATION FOR RULES-DRIVEN BUSINESS PROCESS Featuring: Robert Wald ARCHITECTURE: WHAT IS IT MANAGEMENT Vice President Jim Rhyne David Heidt JPMorgan Principal Consultant Managing Partner Software Renovation Consulting Enterprise Agility 3:50-4:35 SOLUTION EDUCATION SESSION: INNOVATIONS SOLUTION EDUCATION SESSION: CLEAR SOLUTION EDUCATION SESSION IN BPM TECHNOLOGY–PROCESS MINING, DIRECTIONS FOR BPM SUCCESS CASE MANAGEMENT AND AGILITY SOLUTIONS; Featuring: Brandon Baxter SAVING SIGNIFICANT MONEY AND TIME OVER Senior Product Marketing Manager TRADITIONAL BPM APPROACHES Lombardi Featuring: Lynn R. Hogg President Pallas Athena USA

4:40-5:25 PANEL: TIPS FOR STARTING AND MAINTAINING A SUCCESSFUL BPM INITIATIVE Moderated by: Tom Dwyer, Vice President, Research, BrainStorm Group & Editorial Director, BPMInstitute.org

5:30-5:45 FOUNDER CLOSING KEYNOTE: REFLECTIONS FROM 2009; OUTLOOK FOR 2010 Featuring: Gregg V. Rock, President & Founder, BrainStorm Group, Inc.

5:45-6:30 EVENING RECEPTION ON THE SOLUTIONS SHOWCASE Sponsored by: BPMInstitute.org, SOAInstitute.org & BusinessArchitectureInstitute.org

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Conference Agenda-At-A-GlanceBrainStorm NEW YORK


Wednesday - November 4, 2009

8:45-9:30 OPENING KEYNOTE: THE HIDDEN FACTORY IN CHANGE MANAGEMENT Featuring: Tiran Dagan, Director, Strategic Initiatives & Analysis, NBC Universal

BPM PROFESSIONAL TRACK CLOUD COMPUTING TRACK BA PROFESSIONAL TRACK BDM TRACK

TRACK CHAIR: TRACK CHAIR: TRACK CHAIR: TRACK CHAIR: Daniel J. Madison George Barlow Neal McWhorter Larry Goldberg Author of Process Mapping, Process Chief Executive Officer Chief Architect Managing Partner Improvement, and Process Management Cloud Harbor, Inc. Enterprise Agility Knowlwdge Partners International & Owner, Value Creation Partners

9:35-10:20 TRACK CHAIR KEYNOTE: CREATING TRACK CHAIR KEYNOTE: HOW TRACK CHAIR KEYNOTE: THINKING TRACK CHAIR KEYNOTE: A NEW PROCESS USING PROCESS CLOUD COMPUTING WILL CHANGE BROADLY: INTEGRATING BUSINESS BDM–BEYOND BUSINESS RULES DESIGN PRINCIPLES BUSINESS PROCESS MANAGEMENT ARCHITECTURE INTO AN Larry Goldberg Daniel J. Madison George Barlow ORGANIZATION Managing Partner Author of Process Mapping, Process Chief Executive Officer Neal McWhorter Knowlwdge Partners International Improvement, and Process Management Cloud Harbor, Inc. Chief Architect & Owner, Value Creation Partners Enterprise Agility 10:20-10:30 COFFEE BREAK

10:35-11:20 FACILITATION SKILLS FOR HOW DOES BUSINESS DETERMINE THE ROLE OF TEH CLOUD IN TODAY’S A DECISION FOCUSED APPROACH PROJECT MEEETINGS BUSINESS STRATEGIES AND EVER CHANGING OPERATING MODELS? TO BUSINESS RULE MANAGEMENT Tammy Adams Neal Lohmann AND ANALYSIS Author of The Project Meeting Facilitator Former Vice President, Business Architecture Lee Lambert & Managing Partner MetLife Managing Partner Chaosity LLC New Wisdom Software

11:25-12:10 SOLUTION EDUCATION SESSION SOLUTION EDUCATION SESSION SOLUTION EDUCATION SESSION CASE STUDY: IMPLEMENTING DECISION MANAGEMENT AT FREDDIE MAC Featuring: Teresa Skehan Director, Business Rules Center of Excellence Freddie Mac 12:15-1:30 HONORARY CERTIFICATE OF TRAINING LUNCHEON Sponsored by: BPMInstitute.org & SOAInstitute.org & BusinessArchitectureInstitute.org

1:30-2:15 DESSERT AND COFFEE ON THE SOLUTIONS SHOWCASE

2:15-3:00 ACCELERATING BPM ADOPTION: CASE STUDY: THE ENTERPRISE STRATEGIC OPPORTUNITIES WITH WHAT IS SCOPE? (AND HOW CRAFTING A VISION AND RULES ENGINE BUSINESS ARCHITECTURE (BA) DO YOU KNOW WHEN YOU ESTABLISHING A ROADMAP AND IT INTEGRATION HAVE IT?) Michael Melenovsky Ralph Whittle Art Moore Editorial Board Member Co-Author of Enterprise Business President BPMInstitute.org Architecture: The Formal Link Clear Systems LLC between Strategy and Results

3:05-3:50 BUSINESS REALIGNMENT: A ARCHITECTING YOUR USE CASE STUDY: MOVING FORWARD: CASE STUDY AT ERNST & FOUNDATION FOR SUCCESS OF THE CLOUD PRACTICAL STEPS TO ESTABLISH YOUNG: BETTER! FASTER! Mike Rosen BUSINESS ARCHITECTURE CHEAPER! Editorial Director Featuring: David Pedersen SOAInstitute.org Senior Decision Architect Knowlwdge Partners International 3:55-4:25 CLOSING SESSION: CONFERENCE WRAP-UP AND IMPORTANT TAKE-AWAYS William Ulrich, President, Tactical Strategy Group

November 2-5, 2009 The Westin Times Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

BPMInstitute.org, SOAInstitute.org and BusinessArchitectureInstitute.org have partnered with the industry’s foremost authorities in the fields of

BPM, BA, BDM/Rules, SOA and more, to develop a unique training and certification programs. Our best-in-class instructors are internationally recognized authorities

committed to bringing you the most current BPM ideologies, strategies, and actionable advice that you can apply to

real-life situations!

Our Certificate of Training Programs offers a comprehensive curriculum

of full-day training courses, featuring the expertise of the industry’s most

prominent experts.

You may create your own curriculum by registering for individual classes, credits may be applied towards the

Certificate of Training Program.

Our premium quality training is delivered

by Practitioners, for Practitioners

Call 508-475-0475 x15 to speak with a Training Advisor

Training Agenda-At-A-Glance

Monday, November 2 9am–5pm BPM 101: AN INTRODUCTION TO BUSINESS PROCESS MANAGEMENT

BUSINESS RULES AND BDM 101: INCORPORATING BUSINESS RULES AND DECISIONS INTO BPM, BDM AND SOA

SOA 101: UNDERSTANDING SOA

BA 101: INTRODUCTION TO BUSINESS ARCHITECTURE

METHODOLOGIES AND APPROACHES FOR BPM

12pm–1pm LUNCHEON

5pm–6pm TRAINING RECEPTION

Tuesday, November 3 8:40am-9:25am BEST PRACTICES KEYNOTE: BUILDING A WORLD-CLASS BPM CENTER OF EXCELLENCE

9:30am–5:30pm FACILITATION SKILLS FOR PROCESS IMPROVEMENT PROJECTS

ANALYZING THE “AS IS” AND CREATING THE “TO BE” PROCESS

SOA FOR ARCHITECTS

BA INTEGRATION, INNOVATION AND CASE STUDY MODEL REVIEW

12:05pm-1:20pm BIRDS OF A FEATHER LUNCHEON

Wednesday, November 4 8:45am-9:30am OPENING KEYNOTE: THE HIDDEN FACTORY IN CHANGE MANAGEMENT

9:30am–5:30pm BPM AND LEAN: TAKING THE WASTE OUT OF WORK

BUSINESS TRANSFORMATION METHODOLOGIES: PROCESS CHANGE MANAGEMENT

SERVICE ORIENTED INTEGRATION (SOI) – STANDARDS, TECHNOLOGIES, AND BEST PRACTICES

BPM & SIX SIGMA

PROCESS MEASUREMENT & METRICS

DATA ARCHITECTURE FOR BUSINESS ARCHITECTS

PROCESS MODELING WITH BPMN 2-DAY COURSE – NOVEMBER 4-5, 2009

12:15pm-1:30pm HONORARY CERTIFICATE OF TRAINING LUNCHEON

Sponsored by: BPMInstitute.org, SOAInstitute.org & BusinessArchitectureInstitute.org

Thursday, November 5

9am–5pm DEVELOPING BUSINESS PROCESS MODELS IN THE REAL-WORLD

DESIGNING SERVICE ORIENTED SOLUTIONS

BUSINESS ARCHITECTURE / IT ARCHITECTURE ALIGNMENT: CROSS-DISCIPLINARY ALIGNMENT STRATEGIES FOR BUSINESS & IT

BUSINESS RULES DRIVEN REQUIREMENTS: USING THE DECISION MODEL TO ENHANCE MODEL BASED BUSINESS REQUIREMENTS AND TESTING

ORGANIZATIONAL CHANGE MANAGEMENT CONCEPTS & STRATEGIES

ESTABLISHING BUSINESS PROCESS GOVERNANCE AND CENTERS OF EXCELLENCE

ESTABLISHING SOA GOVERNANCE AND CENTERS OF EXCELLENCE

12pm–1pm TRAINING LUNCHEON

BrainStorm NEW YORK

Click Here for

Training Course Descriptions



http://www.bpminstitute.org/training/new-york-city-2009.html



8:40AM-9:25AM

BEST PRACTICES KEYNOTE: BUILDING A WORLD-CLASS BPM CENTER OF EXCELLENCEFeaturing: Frank La Rocca, Director Shared Services, Con Edison

With approximately $33 billion in assets, Con Edison is one of the nation’s largest investor-owned energy companies serving the New York metropolitan area. Today Con Edison is in the process of developing a world-class business process improvement center of excellence to drive everything from building basic process model repositories to leading large-scale, cross-organizational process reengineering initiatives.

Join Frank La Rocca – Director Shared Services, Con Edison – as he details Con Edison’s best practices for building a world-class process improvement center of excellence. Regardless of your industry or market, you’ll hear tangible advice and strategies you can use including:

- Establishing company-wide business process standards, rules and knowledge bases

- Working across departmental silos to identify process redundancies, bottlenecks and inefficient manual elements

- Modeling and simulating future business process improvements

- Evolving towards real-time process monitoring

9:40AM-10:25AM

BPM PROFESSIONAL TRACK

TRACK CHAIR KEYNOTE: HOW BPM TAKES THE WASTE OUT OF WORKShelley Sweet, President, I-4 Process Consulting

You can set yourself up to achieve dramatic results or you can die the slow death of inactivity. Learn how to get started and do a successful BPM project. We’ll cover key elements such as: the right sponsorship and improvement team, selecting analysis techniques for high impact, implementing quick wins and testing organizational receptivity, and evaluating different scenarios using BPM software simulations.

BPM TOOLS & TECHNOLOGY TRACK

TRACK CHAIR KEYNOTE: WHICH BPMS IS RIGHT FOR YOU?Bruce Silver, Principal, Bruce Silver Associates

BPM Suites provide an end-to-end platform for BPM solutions combining modeling, implementation design, runtime execution, and

performance monitoring/optimization. There are dozens to choose from, but not all are optimized for the same types of processes and user skills. We’ll discuss what goes into industry analyst evaluations of BPM Suites, what makes one product better than another, and how to find the BPMS that best fits your needs.

BA PROFESSIONAL TRACK

TRACK CHAIR KEYNOTE: BUSINESS ARCHITECTURE: STATE OF THE ART/STATE OF THE PRACTICEWilliam Ulrich, President, Tactical Strategy Group

Business architecture is emerging as a key focus for organizations seeking to optimize business environments and governance structures. This presentation provides an overview of business architecture visualization and alignment concepts. The session also examines the current state of business architecture in practice along with commonly deployed approaches. Finally, the session looks at industry frameworks, emerging standards and the importance of business / IT architecture alignment.

10:30AM-11:15AM


LEADING AN EFFECTIVE CHANGE MANAGEMENT PROGRAM, A KEY TOOL FOR REALIZATION OF THE EXPECTED BENEFITSIzabela Waglay, CEO, EELI Group Inc.

This presentation will define the business transformation term as a change initiative to align People, Process and Technology of an organization with its business strategy and vision leading to realization of the expected benefits. The role of the critical elements of the successful business transformation initiative (supported by the specific implementation examples) will be briefly outlined, including:

- Strategic Direction

- Business Design

- Change Management

- Change Governance


CASE STUDY: PERFORMANCE MANAGEMENT THROUGH TOPCAT- A CENTRAL ALERT TRACKING TOOLFeaturing: Kumud Majumder, Vice President, Citigroup

We have developed TopCAT, a Top down Central Alert Tracking and management tool. It efficiently

handles process alerts from disparate sources. Rolled up stats are displayed as Traffic Lights. This roll-up feature is invaluable for managers. Alert drill down capability facilitates root causes analysis. Alerts trigger display change plus automated messaging to the stake holders. The automated messages include tips from a knowledge management database prompting faster problem resolution. TopCAT is a powerful BPM tool.


PANEL: BUSINESS ARCHITECTURE: WHO OWNS IT - WHO DELIVERS IT? WHO BENEFITS FROM IT?Moderated by: William Ulrich, President, Tactical Strategy Group

The role of business architecture continues to expand in organizations. As this occurs, organizations continue to examine who owns the role of business architect, who benefits from it and who delivers business architecture capabilities. Join us for this discussion on the key role of the business architect in organizations.

11:20AM-12:05PM


CASE STUDY: ALIGNING ORGANIZATIONAL PERFORMANCE


CASE STUDY: BPM THE NEXT GENERATION


CASE STUDY: SYNCHRONIZING BUSINESS ARCHITECTURE WORK- A LOOSELY COUPLED VIEWOrganizations have numerous process alignment, rule analysis and data synchronization projects underway. These projects may not be aligned under a common strategy that fully leverages a holistic view of the enterprise. In addition, governance realignment may not be reflected in these initiatives. While a strict top-down approach to this would be counterproductive, synchronization is desirable. This session discusses a loosely coupled approach to project synchronization and coordination that includes how to deal with project management offices.

Session Descriptions | Tuesday | November 3 | DAY 1

BrainStorm NEW YORK

Continued...

2:10PM-2:55PMBPM PROFESSIONAL TRACK

CAN SIX SIGMA AND BUSINESS PROCESS MANAGEMENT COEXIST?Marvin Wurtzel, Principal Consultant, Marvin M. Wurtzel & Associates

This talk will provide an overview of BPM and Six Sigma to indicate where there are synergies between the various types of programs.

BPM builds the framework to create strategic alignment, measure business processes using metrics aligned to business goals, and identify performance gaps that have a major impact on the customer and on achieving desired business results.

Six Sigma can be used as the vehicle to implement significant quality improvement, stabilize the processes and close the gaps. Six Sigma can be used to remove waste from the process and provide higher quality resulting in improved customer satisfaction.

Together they can provide a process enabled and customer focused enterprise.


EXECUTABLE BPMN: BPMN-2.0 ONTOLOGY-BASED ENGINEMohamed Keshk, Lead Ontologist, UML-OWL Gen, LLC

The emergence of XMI metamodel was a tipping point for BPMN-2.0. It offers a tremendous opportunity for building a native BPMN engine backed by formal and rich semantics of the metamodel. However, the complexity of the metamodel in terms of interconnected relationships among different BPMN elements and across different packages makes it hard for traditional technologies to handle such semantics. A BPMN ontology-based engine offers a great opportunity to handle the complexity of the metamodel in a native and formal way using W3C standards: OWL, SPARQL, and inference engine.

My presentation will unveil a complete working prototype to show business analysts how to turn their BP diagrams from documents into a run-time application that enables them to integrate, publish, query, and infer over their BP models. This will lead to lower costs and improved time-to-market.


BUILDING AND USING A BUSINESS CAPABILITY MODEL FOR BUSINESS ARCHITECTUREGreg Suddreth, Founding Board Member BusinessArchitectureInstitute.org

Building and using a Business Capability Model for Business Architecture. How does an organization build a business capability model and use it effectively in their organization as part of a business architecture framework.

3:00PM-3:45PMBPM PROFESSIONAL TRACK

INCREASING BUSINESS ANALYSIS MATURITY FOR RULES-DRIVEN BUSINESS PROCESS MANAGEMENTDavid Heidt, Managing Partner, Enterprise Agility

With organizations giving high priority to maturing their business analysts’ skills, it is necessary to reflect on the effectiveness of today’s business analysis best practices when adopting Rules-Driven Business Process Management. Understanding how the adoption of business rules and BPM impact the business analyst role is critical to achieving the reduce cost and increased business agility promised by rules and BPM vendors. The presenter will discuss the current challenges related to modeling tools and analysis techniques along with introducing a business analysis maturity model that is a useful roadmap for organizations adopting aspects of Rules-Driven BPM.


CASE STUDY: BPM ANTI-PATTERNSFeaturing: Robert Wald, Vice President, JPMorgan

Business Process Management is an increasingly popular paradigm for development. But some development patterns and contextual situations are not appropriate for BPM and are likely to lead to flawed or delayed implementations. In this talk Robert Wald of JPMorgan will discuss various situations where BPM was not the correct solution or was implemented in a less than ideal manner with an eye towards taking these lessons learned and heading off issues and design problems before they happen.


BUSINESS INFORMATION ARCHITECTURE: WHAT IS ITJim Rhyne, Principal Consultant, Software Renovation Consulting

Business information architecture is a consensus vocabulary of business terms and their relationships. It insures consistency and precision of terms used in scorecards, value chains, processes and rules. It also provides the common vocabulary of terms for alignment of business and IT. Contemporary vocabularies (e.g. SBVR, OWL) have their grounding in logic. This helps insure consistency and precision and is based on common sense, but need not be a heavyweight process nor require a PhD in mathematical logic. Real business examples are used to motivate the value of business information architecture and to provide an overview of the technical content.

3:50PM-4:35PM

SOLUTION EDUCATION SESSION: INNOVATIONS IN BPM TECHNOLOGY - PROCESS MINING, CASE MANAGEMENT AND AGILITY SOLUTIONS; SAVING SIGNIFICANT MONEY AND TIME OVER TRADITIONAL BPM APPROACHESFeaturing: Lynn R. Hogg, President, Pallas Athena USA

Innovations in BPM Technology - Process Mining, Case Management and Agility Solutions; Saving Significant Money and Time Over Traditional BPM Approaches

See how Process Mining technology can take existing process data and create perfect process models automatically, saving tens to hundreds of thousands of dollars in design costs

Hear why Case Management and BPM Agility are today, key differentiators in today’s BPM market, defining the interrelationships among processes and the links between processes and their business context.

SOLUTION EDUCATION SESSION:CLEAR DIRECTIONS FOR BPM SUCCESSFeaturing: Brandon Baxter, Senior Product Marketing Manager, Lombardi

Driving long-term business benefit and success with BPM requires companies have specific project and technical delivery capabilities. It is one of the three major barriers to creating a sustainable BPM program. Attend this session


BrainStorm NEW YORK

Continued...

to learn best practices for how to eliminate the other two barriers that impede success with BPM. More importantly, take away clear directions for how to help position your company for BPM success both today, and well into the future.

SOLUTION EDUCATION SESSIONAn in-depth solution based on the supplier’s product will be presented during this session. The session will be a combination of presentation and demonstration and allow for audience questions.

4:40PM-5:25PM

PANEL: TIPS FOR STARTING AND MAINTAINING A SUCCESSFUL BPM INITIATIVEModerated by: Tom Dwyer, Vice President, Research, BrainStorm Group & Editorial Director, BPMInstitute.org

The panelists will discuss what to do and not do when initiating BPM at a company. How should one get started? How do you create a compelling value proposition for BPM? How do you create and sustain BPM initiatives? What is the business value of process improvement? How do you establish a strong linkage between business strategy and business process improvement? What is the role of BPM technology?

5:30PM-5:45PM

FOUNDER CLOSING KEYNOTE: REFLECTIONS FROM 2009; OUTLOOK FOR 2010Featuring: Gregg V. Rock, President & Founder, BrainStorm Group, Inc. In these times of significant uncertainty about future revenues, companies are asking senior executives to examine current processes and suggest ways of streamlining operations and reducing waste. Businesses are examining ways to improve operational efficiency by paying more attention to process management and improvement. BPMInstitute.org has observed an increased interest in introducing the concepts and principles of business process management to the company’s office workforce.


BrainStorm NEW YORK

8:45AM-9:30AM

OPENING KEYNOTE: THE HIDDEN FACTORY IN CHANGE MANAGEMENTTiran Dagan, Director, Strategic Initiatives & Analysis, NBC Universal

Change management gets a call-to-arms in a variety of situations: new technology, process improvement, reorg. Some change is organic and some has a top-down directive but no change initiative can ever survive the currents that lay just beneath the surface. These are the unofficial channels of communication that cross org-structure boundaries and the informal network where decisions are often based on emotions. Tiran will discuss simple techniques to manage this “hidden factory” and the unofficial socio-political web where more gets done than in the open and how to introduce objectivity into the conversation.

9:35AM-10:20AM


TRACK CHAIR KEYNOTE: CREATING A NEW PROCESS USING PROCESS DESIGN PRINCIPLESDaniel J. Madison, Author of Process Mapping, Process Improvement, & Process Management & Owner, Value Creation Partners

Process design principles are distilled best practices derived from world class organizations. These principles provide a guideline for process improvement efforts. By using design principles, new processes can be designed very quickly. In addition these new processes will exhibit higher quality, lower cost, faster cycle time, and less worker frustration.

CLOUD COMPUTING TRACK

TRACK CHAIR KEYNOTE: HOW CLOUD COMPUTING WILL CHANGE BUSINESS PROCESS MANAGEMENTGeorge Barlow, Chief Executive Officer, Cloud Harbor, Inc.

As cloud computing becomes more and more mainstream BPM systems will be offered in a Software-as-a-Service (SaaS) model as well as being delivered in on-premise service appliances behind the firewall. Mr. Barlow will explore these topics and provide a glimpse into one of the next significant new business technologies to be delivered “in the cloud.”


TRACK CHAIR KEYNOTE: THINKING BROADLY: INTEGRATING BUSINESS ARCHITECTURE INTO AN ORGANIZATIONNeal McWhorter, Chief Architect, Enterprise Agility

Working in a large organization can sometimes seem like working in slow motion. Trying to change the direction of an organization is a complex exercise and that’s why organizations are turning to Business Architecture. But where do you begin? In this, talk we’ll explore some of the key scenarios that organizations are targeting to get started with Business Architecture and how these fit together to form within a framework that organizations can use to guide their effort to develop a Business Architecture practice.

BDM TRACK

TRACK CHAIR KEYNOTE: BDM – BEYOND BUSINESS RULESLarry Goldberg, Managing Partner, Knowledge Partners International

We define Business Decision Management (BDM) and show its relationship to Business Rules, Business Process Management (BPM) and Service-Oriented Architecture (SOA). We demonstrate the how BDM ties Business Rules to BPM and SOA, and how it can significantly enhance the business capability of these technologies. Finally we look at what it takes to implement BDM in terms of skills, technology, and methodology, and how to get started toward success.

10:35AM-11:20AM


FACILITATION SKILLS FOR PROJECT MEETINGSTammy Adams, Author of The Project Meeting Facilitator & Managing Partner, Chaosity LLC

It seems like we’re always in project meetings - planning meetings, status meetings, meetings to figure things out, meetings to review what’s been done, and more. Yet most meetings are viewed as unproductive, tedious, wastes of precious time. You can change that! By applying some simple facilitation techniques, you can transform both your virtual and face-to-face meetings into well-planned, well-managed journeys that engage the team while achieving the intended goals.

CLOUD COMPUTING TRACK& BA PROFESSIONAL TRACK

HOW DOES A BUSINESS DETERMINE THE ROLE OF THE CLOUD IN TODAY’S BUSINESS STRATEGIES AND EVER CHANGING OPERATING MODELS?Neal Lohmann, Former Vice President, Business Architecture, MetLife

As businesses transform and change to meet the ever changing demand to remain competitive, what role does the Cloud have in the new operating models? Using a Business Architecture Framework enables organizations to identify which capabilities will benefit from Cloud strategies and which capabilities can be differentiated through internal technology development.

BDM TRACK

A DECISION FOCUSED APPROACH TO BUSINESS RULE MANAGEMENT AND ANALYSISLee Lambert, Managing Partner, New Wisdom Software

This session will 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.

11:25AM-12:10PM

SOLUTION EDUCATION SESSIONSAn in-depth solution based on the supplier’s product will be presented during this session. The session will be a combination of presentation and demonstration and allow for audience questions.

BDM TRACK

CASE STUDY: IMPLEMENTING DECISION MANAGEMENT AT FREDDIE MACFeaturing: Teresa Skehan, Director, Business Rules, Center of Excellence, Freddie Mac

Session Descriptions | Wednesday | November 4 | DAY 2

BrainStorm NEW YORK

Continued...

Session Descriptions | Wednesday | November 4 | DAY 2

2:15PM-3:00PM


ACCELERATING BPM ADOPTION: CRAFTING A VISION AND ESTABLISHING A ROADMAPMichael Melenovsky, Editorial Board Member, BPMInstitute.org

The deployment of BPM suites are delivering the departmental productivity gains expected. Broader adoption however, hinges on gaining a consensus around a vision, crafting a roadmap, and embracing enabling frameworks. During this session, a foundation is laid for pursuing an integrated business framework to accelerate broader BPM adoption.


CASE STUDY: THE ENTERPRISE RULES ENGINEThe presentation will speak to the benefits of, and our success in implementing, an Enterprise Rules Engine. Pershing, LLC is a large organization and our Enterprise Rules Engine serves many different business lines.

The presentation will discuss:

How To: differentiate between a rule and an edit

How To: identify the generic - to ensure that it is an Enterprise Solution

How To: build a generic infrastructure so it is able to be deployed across many different business lines.

And How we have accomplished this.


STRATEGIC OPPORTUNITIES WITH BUSINESS ARCHITECTURE (BA) AND IT INTEGRATIONRalph Whittle, Co-Author of Enterprise Business Architecture: The Formal Link between Strategy and Results

This presentation describes the relationships between your Business Architecture (BA), IT architectures and Strategy. It illustrates how to build a BA with value streams or the core cross-functional processes from your BPM initiatives, and integrate with the IT Architectures and the Strategy. The BA is the next logical evolution in Business Process Modeling and IT architecture integration. The BA can create strategic opportunities with value chains for improving enterprise performance and building a competitive advantage.

BDM TRACK

WHAT IS SCOPE? (AND HOW DO YOU KNOW WHEN YOU HAVE IT?)Art Moore, President, Clear Systems LLC

Across the total life cycle of a system project, how much process modeling is enough, when, and in what form? How do these process modeling activities and artifacts integrate with other perspectives of the project at each stage? This presentation provides guidance not on process modeling itself, but on the integration of process modeling with the other necessary project tasks and outputs, including business rules, throughout the life cycle. It provides a framework for effective project planning for business analysis, and demonstrates how process models themselves are improved by this effective integration and balance.

3:05PM-3:50PM

BPM PROFESSIONAL TRACK BUSINESS REALIGNMENT: A FOUNDATION FOR SUCCESSRealigning business architecture requires visualizing, aggregating and synchronizing business processes, rules and data across functional silos, divisional boundaries and the virtual enterprise. This is essential to dealing with governance redundancies and inconsistencies inherent in many organizations. This session will outline a strategy and discuss approaches for getting started with business realignment - including lining up business architecture with business strategy.


ARCHITECTING YOUR USE OF THE CLOUDMike Rosen, Editorial Director, SOAInstitute.org


CASE STUDY: MOVING FORWARD: PRACTICAL STEPS TO ESTABLISH BUSINESS ARCHITECTUREThis presentation will introduce you to the practical steps to establishing business architecture through learning experiences.

BDM TRACK

CASE STUDY AT ERNST & YOUNG: BETTER! FASTER! CHEAPER!Featuring: David Pedersen, Senior Decision Architect, Knowledge Partners International

This case study describes my experience with using BPM and BDM to automate complex regulations and enterprise policies across a large global enterprise.

After gathering requirements from across the globe, we selected a BPM vendor and hired their best consultants to ensure good results. However, life is not that easy. A portion of the application was implemented with a business rules front end, which worked very well, the rest had gaps. We lacked the ability to present complex rules in a format that the business and IT understood. We implemented BDM during a major upgrade. This resulted in a 10% to 25% reduction in development time, plus many other benefits.

3:55PM-4:25PM

CLOSING SESSION: CONFERENCE WRAP-UP AND IMPORTANT TAKE-AWAYSWilliam Ulrich, President, Tactical Strategy Group

A constant change in your business requires aligning business process management, business rules development, business services development, organizational performance objectives, information architectures and shifting business architectures. Join us for this conference wrap-up session as we tie together the events and provide you with take-home recommendations.

BrainStorm NEW YORK

BrainStorm Conference Series Co-Sponsors

Including 09, 08 & 07 Co-Sponsors

Our best-in-class instructors are internationally recognized authorities committed to bringing you the most current ideologies, stratagem and actionable advice that you can apply to real-life situations! Our curriculum—attended by thousands of business and technology professionals from hundreds of organizations—

focuses on five areas: Business Process Management, Service-Oriented Architecture, Business Architecture, Organizational Performance and Business Rules/Business Decision Management, and spans a broad spectrum of roles within the enterprise (both business and IT).

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CERTIFICATE OF TRAINING PROGRAMS

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IN-HOUSEBring our Training to your location we offer Existing and Custom Courses

Held at our largest Member Events ~ 2009 Schedule Includes:

FACE-TO-FACEInstructor Led Training

eLEARNING: ON-DEMANDSelf-paced Training that fits your schedule


eLEARNING: LIVE ONLINEInstructor Led Online Training

EXISTING: Our existing courses delivered at your location or off/near-site.

CUSTOM: Custom courses are also available. We will work with you to define your curriculum and address your specific requirements.

BRAINSTORM DC | September 21-24BRAINSTORM NEW YORK | November 2-5

Gives you and your organization the flexibility to access our industry-leading training on your schedule, 24/7/365.

Schedule our instructors to deliver our courses Live Online for employees who sit in our virtual classroom.

ENROLL TODAY 508-475-0475 X15 www.BPMInstitute.org/training • www.SOAInstitute.org/training • www.BusinessArchitectureInstitute.org

09 Ny Brochure

Business

Transcript of 09 Ny Brochure