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Business Process eXcellence Summit
October 17 - 19, 2005

Speakers

Ron Ambuter

The Road To Business Flexibility: Leveraging SOA and BPM at JP Morgan Chase

Ron Ambuter
Vice President, JPMorgan Chase

Tuesday, October 18, 2005 - 1:45pm - 2:45pm

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Bio:
Ron Ambuter brings more than 20 years experience in application design, delivery, and process engineering, offering broad-based industry knowledge with a concentration in the financial industry. At JPMorgan Chase, he has played a variety of roles, most recently as Division VP for Customer Service Technology, where he has managed systems development and support for enterprise level systems focusing on customer service applications. He is currently focusing on leveraging the use of this technology as a strategic horizontal architectural superstructure. In this presentation Ron will address the opportunities he has had at JPMorgan Chase to confront these business challenges and the success he and his company have experienced by adopting a new approach and incorporating Business Process Management and a Service-Oriented Architecture into the business. Attendees will learn through example how BPM and SOA can positively effect their business.



Sandeep Arora

Project Planning Strategies for Successful BPM Initiatives

Sandeep Arora
Technical Lead and Noted Author, FM Global

Wednesday, October 19, 2005 - 9:45am - 10:45am

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Bio:
Author of Business Process Management: Process Is the Enterprise and the Technical Lead for enterprise strength mission critical BPM Systems at FM Global, Sandeep is responsible for designing, architecting and managing BPM Systems, one of the world's largest commercial and industrial property insurance providers. Founded in 1835, FM Global today insures over a third of the Fortune 1000, as well as leading international corporations. For the past four years at FM Global, Sandeep has designed and implemented enterprise strength mission critical BPM systems, EAI projects, large scale N-tier Internet projects, SOA based systems, Voice Response Units and client server applications. In this session Sandeep will share his experiences at FM Global, as well as a consultant for Fortune 500 companies including Lockheed Martin, AMS, Pitney Bowes, Swiss Bank (now UBS) and Avon Products.



Luc Clement

UDDI: the Keystone of SOA Discovery, Reuse, Governance and Service Lifecycle Management

Luc Clement
Co-Chair, OASIS UDDI, Specification Technical Committee

Wednesday, October 19, 2005 - 2:00pm - 2:45pm

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Bio:
Luc Clement is Co-Chair for the OASIS UDDI Specification Technical Committee, and a Program Director at Systinet responsible for the rapid growth of the industry's leading Systinet Registry and Systinet's Governance product line. Formerly a Microsoft UDDI Program Manager, Luc is well-known in the UDDI community and has been heavily involved with the UDDI specification for several years as an author and editor of the UDDI v2 and v3 specifications. In his thought provoking session Mr. Clement will discuss how UDDI as the registry standard fits in to SOA as its system of record. Also examined will be the related activities around the Web Services Policy Framework (WS-Policy), Web Services Distributed Management (WSDM), security (WWS), orchestration (BPEL) and portals (WSRP).

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Abstract:
Visibility, reusability, adaptability and manageability are the essential requirements for SOA provided by a registry, yet SOA registry technology and UDDI, the registry standard, are poorly understood. This presentation will provide a rationale and set of requirements for having a registry as a core foundation component for a service oriented architecture. Using approaches used by adopters, this presentation will demonstrate how a registry can be effectively deployed to encourage reuse and provide SOA governance and lifecycle management.
During this session attendees will gain a:

  • Clear understanding of SOA Registry requirements
  • Thorough introduction to UDDI, the standard for registry
  • Practical overview to deploying an enterprise registry for SOA to meet enterprise governance and lifecycle management goals



Using BPM to Manage Enterprise Process in Healthcare

Todd Coffee
Director, Business Process Management, Tenet Healthcare

Monday, October 17, 2005 - 9:45am - 10:45am

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Bio:
As Director of Business Process Management at Tenet Healthcare, Mr. Coffee's thought leadership has been instrumental in bringing world-class BPM applications to production in support of processes across the entire patient revenue lifecycle. His fifteen years IT and professional services experience brings a unique business background to BPM and includes BPM strategy engagements for Internet-based supply chain and collaboration initiatives with such companies as Compaq, GE and DuPont, extensive process-centric vendor gap analysis and evaluation engagements across multiple industries, and multiple SAP FI/CO configuration engagements, as well as seven years public accounting experience. Mr. Coffee has a Bachelor of Arts degree in Economics from the University of Texas in Austin, an MBA from Regis University in Denver and is a Certified Public Accountant in the State of Texas.



Open Source Entrepreneurship: Business Models That Work

Winston Damarillo
Founder, Simula Labs

Wednesday, October 19, 2005 - 11:00am - 12:00pm

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Bio:
Winston Damarillo is Chief Executive Officer, managing partner and co-founder of Simula Labs. A proven serial entrepreneur with a track record of building successful technology start ups, Winston is also the founder of Gluecode Software, an open source application infrastructure company that he grew to profitability before selling to IBM. Winston is also a co-founder of Exist Engineering. Since its inception in 2001, Exist has maintained profitable operations while growing at over 100 percent annually. Prior to his roles at Gluecode and Exist, Winston was among the highest performing venture capital professionals at Intel Corporation, helping lead the majority of his investments to either a successful IPO or a profitable corporate acquisition. Winston's Intel career also included leadership roles in managing strategic software relationships, channel development, product engineering and new business development. He began his career in technology in 1992 with Apex Technologies, a pioneer in electronic medical claims processing solutions. Winston received his B.S. in Industrial and Mechanical Engineering from De La Salle University, in Manila.

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Abstract:
Join this session to learn more about a proven approach for locating, developing and operating open source companies based on standardized selection criteria and business models that re-define the economics of traditional software start-ups. The session's speaker will share his experience building successful open source companies including Gluecode, LogicBlaze and Mergere.



From High-Maintenance to High-Leverage

Winston Damarillo
Founder, Simula Labs

Wednesday, October 19, 2005 - 2:00pm - 2:45pm

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Bio:
Winston Damarillo is Chief Executive Officer, managing partner and co-founder of Simula Labs. A proven serial entrepreneur with a track record of building successful technology start ups, Winston is also the founder of Gluecode Software, an open source application infrastructure company that he grew to profitability before selling to IBM. Winston is also a co-founder of Exist Engineering. Since its inception in 2001, Exist has maintained profitable operations while growing at over 100 percent annually. Prior to his roles at Gluecode and Exist, Winston was among the highest performing venture capital professionals at Intel Corporation, helping lead the majority of his investments to either a successful IPO or a profitable corporate acquisition. Winston's Intel career also included leadership roles in managing strategic software relationships, channel development, product engineering and new business development. He began his career in technology in 1992 with Apex Technologies, a pioneer in electronic medical claims processing solutions. Winston received his B.S. in Industrial and Mechanical Engineering from De La Salle University, in Manila.

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Abstract:
The open source development model presents a unique platform for transforming high-maintenance legacy systems into high-leverage software assets. Both commercial software vendors and internal application developers can leverage the open source model to escape legacy cost centers in favor of pursuing greater innovation and higher-margin operations. Yet while the potential is beginning to be understood, few have successfully leveraged the opportunity offered by opens source business model. In this session Damarillo and Palmer will guide you through the open source landscape, presenting a framework for gaining optimal leverage of existing assets. You will gain an understanding of how the unique community-driven, peer-based model for open source presents the fulcrum for transforming your role from that of an "owner" to a "contributor." You will learn how the next phase of the commercial open source business model will unleash a new wave of technology entrepreneurship, and how you can leverage this for your own organization.



Carl Frappaolo

Process Modeling Techniques That Work: Applying the Process Schematic

Carl Frappaolo
Co-founder, Delphi Group

Monday, October 17, 2005 - 9:45am - 10:45am

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Bio:
Carl Frappaolo, Delphi Group's co-founder and Consulting Practice Leader, has advised and designed process transformation strategies for many of the world's largest organizations across multiple industries. His clients include American Express, American Family Insurance Group, Merck, Lockheed Martin, Union Pacific Railroad, Johnson & Johnson, SmithKline Beecham, The State of California, Apple Computer, CoreStates Bank, The Clorox Company, IBM, Bausch & Lomb, Air France, Nabisco, and The World Bank. Mr. Frappaolo has authored more than 100 studies on numerous technologies and regularly provides expert commentary for business publications including Forbes, Computerworld, InformationWeek, and eWeek.

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Abstract:
The system schematic is a graphical depiction of a process. It can include everything from identification of players, to tracking of rules and logic. This session introduces several approaches to building a system schematic and highlights the strengths and weaknesses of each. The role that the system schematic plays in selling a BPM effort, soliciting user commitment and creating a solution RFP is examined.



Carl Frappaolo

Applying Time-Based Analysis to Process Optimization

Carl Frappaolo
Co-founder and Consulting Practice Leader, Delphi Group

Monday, October 17, 2005 - 1:45pm - 2:30pm

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Bio:
Carl Frappaolo, Delphi Group's co-founder and Consulting Practice Leader, has advised and designed process transformation strategies for many of the world's largest organizations across multiple industries. His clients include American Express, American Family Insurance Group, Merck, Lockheed Martin, Union Pacific Railroad, Johnson & Johnson, SmithKline Beecham, The State of California, Apple Computer, CoreStates Bank, The Clorox Company, IBM, Bausch & Lomb, Air France, Nabisco, and The World Bank. Mr. Frappaolo has authored more than 100 studies on numerous technologies and regularly provides expert commentary for business publications including Forbes, Computerworld, InformationWeek, and eWeek.

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Abstract:
This presentation will introduce a time-proven methodology for objectively reengineering a business process into its finest elements including queue time, route time and task time. The end result provides great insight into how best to optimize process efficiency, whether through workflow, desktop tools or changes to business rules. This presentation will be highlighted through real world examples where it has been successfully used to educate management to the challenges and benefits of a process-based initiative and soliciting user consensus and buy-into a reengineering effort.



Dr. Stephane Gagnon

The "SOA" Model for Service-Oriented Development of Applications (SODA)

Dr. Stephane Gagnon
New Jersey Institute of Technology & Integration Consortium

Wednesday, October 19, 2005 - 3:00pm - 3:45pm

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Bio:
Jointly appointed with the School of Management and the College of Computing Sciences in the Department of Information Systems, Dr. Stephane Gagnon is an Assistant Professor at the New Jersey Institute of Technology, and co-chair of the International Workshop on Business Services Networks. His research focuses on developing new decision models for business adopters sourcing applications through the Service-Oriented Architecture (SOA).



John Grabski

Measuring Value in the Supply Chain

John Grabski
Supply-Chain Expert, ClearMomentum

Wednesday, October 19, 2005 - 9:45am - 10:45am

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Bio:
John Grabski has founded and developed four successful companies in industries ranging from electronic component manufacturing to software, and is currently active in the R&D of intellectual property for Clear Momentum. He is the pioneer of several new strategies for measuring and optimizing value in the supply chain, including Optimal Asset Usage (OAU), an approach to measuring asset velocity to optimize free cash flow. His work in OAU was recently cited by CFO Magazine as a new supply-chain metric capable of helping managers gauge the right speed for asset turnover, and may offer a "compelling reason to move to activity-based costing."

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Abstract:
In this session Mr.Grabski helps participants understand new and emerging methodologies such as measuring the free cash flow impact of individual suppliers, a customer or service, including Optimal Asset Utilization strategies and the role of Activity Based Costing in the supply chain.



Tushar Hazra

Applying BPM to Outsourcing and Offshoring

Tushar Hazra
Managing Director, Perot Systems

Wednesday, October 19, 2005 - 2:00pm - 2:45pm

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Bio:
Tushar K. Hazra, Ph.D., is Managing Director for the Technology Integration practice under the Commercial Solutions group at Perot Systems Corporation. In his role as the Managing Director, Tushar is responsible for providing strategic, technical, and operational direction to the practice. A former CTO at several Fortune 500 firms, Tushar specializes in service-orientation, component-based enterprise application development, integration, and deployment including facilitation of strategic vision, sourcing, business requirements gathering, analysis and design, architecture, and prototypes as well as compliance to industry standards. In recent years, Tushar helped Fortune 50 clients in building IT strategies, charting iterative and incremental enterprise-level initiative road maps, and deploying portals and Web services.



Marc Kerremans

Process Inversion in a Transportation Services Company

Marc Kerremans
Business Implementation Manager, Hessenatie Logistics

Monday, October 17, 2005 - 2:45pm - 3:30pm

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Bio:
Marc Kerremans brings more than 15 years of experience in the management and implementation of BPM projects. He was a Co-Founder of BPM-Forum Belgium, has led companies such as DSM, Shell and Boeing through BPM implementations, and is a prolific writer published several times a year in Business Process Magazine. Presenting a case study of Hessenatie Logistics, he will provide insight into the prioritization, implementation and rollout of BPM solutions, highlighting the roles of methodology, modeling,technology, organization, people, outsourcing and performance measurement. Through this session you will understand why BPM is an indispensable part in supporting demand-driven, pull-driven or customer-driven solutions, and how BPM can initiate inverted business processes in the services industry. Also examined will be the results of BPM initiative involving payback in less than 1 year, where to expect difficulties and how to anticipate them during the implementation.

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Abstract:
Through this session you will understand why BPM is an indispensable part in supporting demand-driven, pull-driven or customer-driven solutions, and how BPM can initiate inverted business processes in the services industry. Also examined will be the results of BPM initiative involving payback in less than 1 year, where to expect difficulties and how to anticipate them during the implementation



Solution Frameworks: Beyond Process Templates

Russell Keziere
Senior Director of BPM Marketing, Pegasystems, Inc.

Monday, October 17, 2005 - 11:00am - 12:00pm



SOBA, Frameworks and Legacy Transformation

Russell Keziere
Senior Director of BPM Marketing, Pegasystems, Inc.

Wednesday, October 19, 2005 - 9:45am - 10:45am

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Abstract:
The fact that SOBA is used to describe both a service oriented business application and a particularly thick Japanese buckwheat noodle is perhaps not as coincidental as you might think. The risk of creating "noodle code" within a service oriented environment -- without a good framework and proven methodology -- is as high as creating good old fashioned spaghetti code in a traditional client-server environment. Perhaps that is also why so many enterprise IT organizations have elected to try SOA by the slice -- using it to focus on specific multi-point and point-to-point integration projects to complement and in some case ameliorate current EAI initiatives. Pegasystems will present its approach that stresses the importance of intent-led transformative process management to help instantiate appropriate methodology, evolve re-usable and cohesive solution frameworks that are iteratively reality-checked, as well as leveraging this capability for legacy infrastructure transformation.



Rules & BPM: Leveraging Declarative Rules with Procedural Flows

Dr. Setrag Khoshafian
VP of BPM Technology, Pegasystems, Inc.

Wednesday, October 19, 2005 - 3:00pm - 3:45pm

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Bio:
One of BPM's early pioneers, Dr. Khoshafian is the author of several books on computing and business process management, including the "Introduction to Groupware, Workflow, and Workgroup Computing published by John Wiley and Sons in 1995. At Pegasystems, Dr. Khoshafian is responsible for leading product direction and BPM technology strategy, and is also involved in numerous technology, marketing, alliance, and customer initiatives. Prior to his role at Pegasystems, Dr. Khoshafian served as Senior Vice President of Technology at Savvion. He represents Pegasystems Inc. in various BPM standardization bodies. In addition to BPM, he is a noted expert on SOA, object-orientation, and database technologies.

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Abstract:
In this session you will explore how business rules are declarative, process flows are procedural, and why the combination of the two is essential for business process management. You will receive a taxonomy of business rules and an understanding of how to realize optimal BPMS execution through rules, in particular with regards to handling agility and change.



Jason Klemow

Getting to "Ah-Ha" - Secrets of Successful Process Discovery and Requirements Gathering

Jason Klemow
Partner, The JK Group, Inc.

Monday, October 17, 2005 - 11:00am - 12:00pm

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Bio:
Derek Miers is the founder of Enix Consulting and is one of the industry's best-known thought leaders, whose Process Product Watch (PPW) assessments rank among the most widely-read analysis on BPM and workflow. An elected board member of BPMI.org, Mr.Miers was recently appointed to the position of Co-Chairman. In a BPX 2005 exclusive, these two erstwhile competitors will collaborate on a provocative and enlightening presentation of the current BPM software landscape. Examined will be current approaches, future trends, "dirty secrets" and market realities. An international consultant with renowned expertise in helping firms translate business objectives into technical solutions, Jason Klemow will take BPX 2005 participants through best practices in requirements gathering. Having founded and currently managing a successful consulting company, The JK Group,Inc., Mr.Klemow provides his assistance in some of the industry's largest and most notable projects focused on Business Process anagement, supply chain management and collaboration. Mr.Klemow helps his clients define and deploy best-in-class technology solutions to solve complex business problems. He is the author of several articles on business and technology, and holds an MBA from George Mason University.



Process-Driven Composite Applications: Using BPM Suites to Build Next-Generation Enterprise Applications

Phil Larson
Director of Product Strategy, Appian Corporation

Tuesday, October 18, 2005 - 10:00am - 11:00am

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Abstract:
The days of stove-piped enterprise applications are over. The next generation of applications will be more flexible, open, and intelligent. BPM suites will form the backbone of these next-generation applications, orchestrating business processes across multiple legacy platforms like ERP and coordinating human interaction in a scalable composite framework.
Participants will learn how:

  • BPM delivers the full range of functional capability to support next-generation composite application development.
  • Enterprise applications can be designed and deployed straight from a web-based process modeler.
  • Collaboration, content management, and analytics are the keys to delivering human-relevant context to applications.
  • BPM is ideal for orchestrating web services, and serves as the interface for managing human interaction with a services-oriented architecture (SOA).



Derek Miers

Leveraging the Power of Role-Activity Diagrams

Derek Miers
co-chair BPMI.org, Enix Consulting Limited

Monday, October 17, 2005 - 1:45pm - 2:30pm

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Bio:
Derek Miers is the founder of Enix Consulting and is one of the industry's best-known thought leaders,whose Process Product Watch (PPW) assessments rank among the most widely-read analysis on BPM and workflow. An elected board member of BPMI.org, Mr.Miers was recently appointed to the position of Co-Chairman.

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Abstract:
When it comes to process modeling, what most people do is not the best practice. After getting stuck in Òanalysis paralysisÓ for a while, they implement what they have, which is usually something that is pretty much the same as what they started with. After a year or two, they suddenly realize there is another way of looking at the process and end-up throwing out their first endeavor, re-implementing a radically improved process that reflects their new-found wisdom. But along the way they have wasted several man-years of effort and untold lost opportunity space. They believe that, by modeling the intricate detail of their end-to-end process (with flow diagrams), they have captured and understood the process. The best practice is to model the process several times at a high levelÑusing complimentary techniques that allow you to compare and contrast perspectives on the process. The aim is to truly understand the process prior to implementation, seeing things that were just not visible when the only technique used were flow diagrams. Consider the use of Role Activity Diagrams (RADs) and Object State Transition Network (OSTN) techniques as complimentary to flow diagram based approaches. · RADs focus on the behaviors and roles of the process. They allow people to see who does what with whom and take the customerÕs point of view. · OSTN shows how things move through the process (the business objects) changing state as different activities take place. The focus is on the steps in the process that add value.



Derek Miers

Developing an Effective Process Architecture

Derek Miers
co-chair BPMI.org, Enix Consulting Limited

Wednesday, October 19, 2005 - 11:00am - 12:00pm

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Bio:
Derek Miers is the founder of Enix Consulting and is one of the industry's best-known thought leaders, whose Process Product Watch (PPW) assessments rank among the most widely-read analysis on BPM and workflow. An elected board member of BPMI.org, Mr.Miers was recently appointed to the position of Co-Chairman.

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Abstract:
Designing appropriate process architecturesÑone that truly reflects the needs of both procedures and practicesÑis not a trivial exercise. This is not a technology problem but one of business design. The problem is that most see processes as somehow static in a fixed hierarchy when, in fact, they are dynamic and connect with each other in a dynamic network.
This session will consider the role of process architecture generally and introduce a reliable methodology for developing process architectures that truly reflect the needs of the organization (at any level of granularity). The aim is to provide a neutral start point that underpins the development of an effective reference process architecture. Too often, the current set of processes is normally taken for granted and merely reflects the existing functional hierarchy of the business. When it comes to developing effective process architectures, one is normally trying to build a set of process components (services) that can be instantiated and re-used as needed. It will also touch on issues found in multi-domain businesses, how to go about balancing the need for global processes versus local standardization and variation.



From High-Maintenance to High-Leverage

Nathaniel Palmer
Vice President and Chief Analyst, Delphi Group

Wednesday, October 19, 2005 - 2:00pm - 2:45pm

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Bio:
Nathaniel Palmer is Delphi Group's Chief Analyst. For over a decade, he has served as the firm's chief thought leader in the area of business process software and management strategies. He was the first individual to be awarded the title of Laureate in Workflow, a distinction today held by business process professionals worldwide.

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Abstract:
The open source development model presents a unique platform for transforming high-maintenance legacy systems into high-leverage software assets. Both commercial software vendors and internal application developers can leverage the open source model to escape legacy cost centers in favor of pursuing greater innovation and higher-margin operations. Yet while the potential is beginning to be understood, few have successfully leveraged the opportunity offered by opens source business model. In this session Damarillo and Palmer will guide you through the open source landscape, presenting a framework for gaining optimal leverage of existing assets. You will gain an understanding of how the unique community-driven, peer-based model for open source presents the fulcrum for transforming your role from that of an "owner" to a "contributor." You will learn how the next phase of the commercial open source business model will unleash a new wave of technology entrepreneurship, and how you can leverage this for your own organization.



Robert Pillar

Establishing a BPM Project Office

Robert Pillar
Principal Consultant, Borland Software

Tuesday, October 18, 2005 - 10:00am - 11:00am

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Bio:
Robert Pillar is a process evangelist, mentor, educator, entrepreneur, and senior consultant. He is actively involved in strategic direction formulation, process development adaptation, and integration deployment management. He has worked with numerous Fortune 500 organizations in these capacities. He has managed multiple enterprise-PMOs and advised on the implementation of many others. Mr. Pillar has spoken in numerous conferences in the Process and Requirement's Management space as well as having written numerous articles. His experience spans two Big 5 consulting firms as well as several key players in the development software arena. He resides in Austin, Texas and is currently a Principal Consultant for a major development software organization.

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Abstract:

In today's economic climate, practitioners must gain an understanding on how to apply a "portfolio" mentality to manage business processes. It is essential to understand approaches for integrating IT (for example, service orientation) to applicable business processes. A BPMO offers a governance mechanism to incorporate effective practices and principles to measure, manage, and monitor collaborative goals of a company. It delivers an appreciation for applying enterprise-wide traceability through all processes and a basis for measuring overall business value via incremental deployment.

This presentation discusses the following topics:

  • Collaborative goals and objectives of a company that shapes a BPMO
  • Core characteristics and functions a BPMO must exhibit and perform
  • Compliance management - Managing challenges, issues, and concerns
  • Developing metrics for a BPMO - business activity management, scorecards, and ROI calculations
  • Employing change management for a company - a case study of implementing tools, techniques and processes to establish a BPMO



Jack Ring

Agile Enterprises Demand Process Parsimony: A Case Study in Business Transformation Through Process Simplification

Jack Ring
President, Innovation Management

Monday, October 17, 2005 - 11:00am - 12:00pm

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Bio:
After 20 years in GE Aerospace and 10 in Honeywell Computer and Industrial Controls, Jack Ring has spent the more recent 16 years helping entrepreneurs and businesses in transition. He is a Fellow of the International Council on Systems Engineering.

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Abstract:
In this session he will show how Raindrop Geomagic, the winner of multiple awards for innovation, entrepreneurship and leadership, faced the transition from an R&D concern to a product-centric company. Examined will be the need to design ISO9000 compliant business processes that could be deployed world-wide, including outsourced as needed, and that proactively facilitate rapid advancements in innovation and productivity. Presented will be how a strategy was realized to allow the creation of minimum set of processes that enabled self-orchestrated operation, adaptation and co-alignment.Described will be the nine processes and the rationale for the content, structure and behavior of each.



Compliance is a Process, Not a Project: Using BPM for Compliance and Risk Management

Malcolm Ross
Appian Corporation

Monday, October 17, 2005 - 1:45pm - 2:30pm

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Abstract:
In this session participants will learn how BPM and related Business Activity Monitoring (BAM) technologies are ideal for managing enterprise compliance and risk management initiatives. Process-oriented approaches to compliance will be discussed, using Sarbanes-Oxley requirements as a real-world example.



Beyond the Boundaries: Managing Processes at the Edge-Points of the Extended Enterprise

Steve Rotter
Sr. Product Marketing Manager, Adobe Systems

Tuesday, October 18, 2005 - 1:45pm - 2:45pm

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Bio:
Steve Rotter has been helping organizations with their business process management initiatives for nearly two decades. Currently, Mr. Rotter is the Senior Product Marketing Manager with Adobe Systems where he leads the business and marketing strategy for Adobe's workflow and process management technologies and contributes to Adobe's overall product strategy for the enterprise market. Prior to joining Adobe, Mr. Rotter was Co-Founder and Vice President of Marketing of Q-Link Technologies (which Adobe acquired in 2004), one of the pioneers in Business Process Management software. Previously, Mr. Rotter was Managing Partner with Paradigm Research, a business consulting firm specializing in process management and reengineering strategies for the Global 2000. At Paradigm Research, Mr. Rotter led the organization's practice area focused on developing process reengineering methodologies and delivering process re-design solutions. Mr. Rotter has also held numerous industry management positions including Worldwide Marketing Manager within Motorola's Cellular Infrastructure Group where his organization received the prestigious CEO Quality Award. Mr. Rotter is a published author and frequently speaks on the subject of process management at industry events. Mr. Rotter holds a Masters degree from Northwestern University's Kellogg Graduate School of Management and serves as a volunteer on the Marketing Advisory Board and Vision Council for World Vision, a non-profit, Christian relief and development organization dedicated to helping children and their communities worldwide.

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Abstract:
Find out how organizations are pushing the boundaries of their BPM implementations and achieving new levels of business benefits. This session will uncover the realities and technology behind "BPM at the edge" including ...

  • How organizations are extending processes to incorporate an entirely new spectrum of participants: multi-modal, multi-platform users both on-line/off-line and inside and outside of the firewall
  • The Security Paradox: Dealing with security and compliance when processes go outside the firewall. How to extend processes without creating massive breaches in your information security.
  • Re-defining user interactions: How the traditional notion of "user interactions and forms" are evolving to a new interaction paradigm that combines content, context and experience.



Building a BPM Center of Excellence: A Case Study Approach

Rungson Samroengraja
Vice President, Business Process Engineering, Pitney Bowes

Monday, October 17, 2005 - 2:45pm - 3:30pm

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Bio:
Prior to joining Pitney Bowes, Dr. Samroengraja was a management consultant with Booz | Allen | Hamilton specializing in operations consulting for Media and Telecom clients. He received his doctorate in Operations Research from Columbia University and has taught at NYU's Stern School of Business. This session will provide an overview of the organization, discuss some of the challenges with establishing and maintaining a BPM center of excellence and highlight one of the successful engagements that is driving significant change in the business.

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Abstract:
Pitney Bowes is the world's leading provider of integrated mail and document management systems, services and solutions. Building a BPM center of excellence is one way Pitney Bowes is attempting to address the growing complexity in all its businesses as it attempts to augment its traditional meter business by transitioning to a broader portfolio based on services and software. Dr. Samroengraja has transformed a collection of process improvement and engineering functions into an organization that enables transformation, new product development, electronic fulfillment, compliance and collaboratively supports the companyÕs Six Sigma program. Business Process Engineering supports transformation and improvement initiatives globally across the entire company.



Triple-Speed BPM: Accelerating Your BPM Deployments Using a New Generation Services-Oriented Approach

Mark Seamans
Sr Vice President, World Wide Development Operations, Verity, Inc.

Monday, October 17, 2005 - 9:45am - 10:45am

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Bio:
Mark Seamans joined Verity with its acquisition of Cardiff Software. In his General Manager role, Seamans is responsible for driving the business, product and marketing strategy for Verity's Business Process Management and Content Capture offerings. In his R&D role, Seamans is responsible for establishing and managing the companyÕs product development processes and roadmap. He also determines the integration points of the expanded product line and directs development towards blending components in new and exciting ways.
Seamans' last post with Cardiff was CTO and vice president of business development, with responsibility for engineering, quality assurance, professional services and support. He joined Cardiff in 1994 from NCR as vice president of consulting services. At NCR Seamans initially worked in engineering and engineering management on client/server and database application development, then in professional services designing and deploying large-scale database applications.



Examining XPDL 2.0 & Interoperability of the BPM Standards

Robert Shapiro
Work Group Chair, WfMC

Tuesday, October 18, 2005 - 10:00am - 11:00am

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Bio:
In January 2005 Robert Shapiro joined Global 360 as Senior Vice President and remains President of Cape Visions, now a subsidiary of Global 360. As founder and President of Cape Visions he directed the development of Analytics and Simulation software now used by FileNET, Fujitsu, PegaSystems and Global 360 Business Process Management products. Prior to founding Cape Visions, Robert was a driving force in the creation and promotion of graphical techniques for modeling, analyzing and simulating complex systems. As founder and CEO of Meta Software Corporation, he directed the implementation of a unique suite of graphical modeling and optimization tools for enterprise wide business process improvement. Products based on these tools are used by Bank One, Wells Fargo and other major banks to optimize their check processing operations. As a participant in the Workflow Management Coalition and chair of the working group on process definition interchange, he plays a critical role in the development of international standards for workflow and business process management.



Dr. Jon Siegel

Tying Business Process Modeling to Execution Through Industry Standards

Dr. Jon Siegel
VP of Technical Transfer, Object Management Group (OMG)

Monday, October 17, 2005 - 2:45pm - 3:30pm

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Bio:
Dr. Jon Siegel heads OMG's technology transfer program, with the goal of teaching the technical aspects and benefits of the Model Driven Architecture (MDA) based on OMG's modeling specifications UML, the MOF, XMI and CWM. Siegel's scope also includes OMG's industry-standard middleware, the Common Object Request Broker Architecture (CORBA) and the Object Management Architecture (OMA) comprised of the CORBA services, facilities, and the Domain specifications in vertical markets ranging from healthcare, life sciences, and telecommunications to manufacturing and financial systems. Dr. Siegel joined OMG after 12 years in the research arm of Shell Oil, and offers extensive experience in distributed computing, object-oriented software development, and geophysical computing, as well as theoretical and computational work done at Argonne National Laboratory.

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Abstract:
Automated business processes may span many business functions carried out at widely separated sites. At design time, business stakeholders and system architects construct a Business Process Model to ensure that the system is complete and correct. To derive maximum benefit from this model, however, it must connect automatically to the downstream development process where it will not only define the implementation that executes its business logic, but also connect it to existing applications that will provide much of its functionality. Recently merged with the Business Process Management Initiative (BPMI), the Object Management Group (OMG) now includes expertise in every phase of business process automation from the construction of the initial business model to the deployment, maintenance, and evolution of the finished software system. At the first meeting of the combined organization in September, 2005, members defined the roadmap leading to industry standards that will realize this vision. Building on the groupÕs current specification suite Ð Business Process Modeling Notation (BPMN) and Business Process Execution Language (BPEL), originated by BPMI, and the emerging Business Process Definition Metamodel (BPDM) and Business Process Runtime Interfaces (BPRI) emerging from OMGÕs Business Enterprise Integration Task Force, as well as UML 2.0 and the Model Driven Architecture (MDA) Ð the group is well-positioned to deliver on this promise. In this presentation weÕll introduce all of these specifications and tell how the main players integrate business process modeling with downstream development, and report on developments at the recent meeting of the merged BPMI and OMG.



Dr. Jon Siegel

Using the Model Driven Architecture (MDA) to Design and build SOA Applications

Dr. Jon Siegel
VP of Technical Transfer, Object Managment Group (OMG)

Wednesday, October 19, 2005 - 11:00am - 12:00pm

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Bio:
Dr. Jon Siegel heads OMG's technology transfer program,with the goal of teaching the technical aspects and benefits of the Model Driven Architecture (MDA) based on OMG's modeling specifications UML, the MOF, XMI and CWM. Siegel's scope also includes OMG's industry-standard middleware, the Common Object Request Broker Architecture (CORBA) and the Object Management Architecture (OMA) comprised of the CORBA services, facilities, and the Domain specifications in vertical markets ranging from healthcare, life sciences, and telecommunications to manufacturing and financial systems. Dr. Siegel joined OMG after12 years in the research arm of Shell Oil, and offers extensive experience in distributed computing, object-oriented software development, and geophysical computing, as well as theoretical and computational work done at Argonne National Laboratory.

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Abstract:
In a Service-Oriented Architecture (SOA), many participating applications are themselves large, complex, and multi-protocol. To their SOA partners, they present interfaces based on an XML-based such as SOAP and work in the loosely-coupled fashion that characterizes this environment, but must also work with legacy applications over more tightly-coupled legacy protocols to execute their core functionality. In OMGÕs Model Driven Architecture (MDA), we can model these applications at different levels of abstraction and points of view (business vs. technical, e.g.) and then carry the model into the downstream development process where it is transformed, progressively, into the final application. WeÕll present the MDA from a SOA point of view, concentrating on the facets of MDA that fit well with the webÕs predominant emerging architecture.



Open Source Options for SOA Transformation

James Strachan
Chief Architect, LogicBlaze

Wednesday, October 19, 2005 - 3:00pm - 3:45pm

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Bio:
James Strachan is the Chief Architect and co-founder of LogicBlaze. James co-founded LogicBlaze to deliver an open source-based Enterprise Transaction Platform for distributed organizations requiring secure, high-performance messaging, cache and cluster management solutions. Before founding LogicBlaze, James spent more than 20 years in enterprise software development. He has specialized in work for both financial institutions, including leading firms such as JPMorgan Chase, Nomura Research Institute, and Dresdner Bank, for middleware providers such NEON. Previously, James founded SpiritSoft, Inc., a company providing Enterprise Java middleware services. James is heavily involved in the open source community: he was one of the founders of the Apache Geronimo project (Apache's J2EE container), ActiveMQ, and Groovy and a number of other open source projects including dom4j, jaxen and Jelly. He currently serves as a member of the Apache project, and is an active committer on a variety of leading open source projects including Spring, Maven and Jakarta Commons. James also holds the role of Specifications lead on JSR 241 and sits on a number of other JCP expert groups including JSR 52, 107, 127, 152, 174, 208, and 223. James received his B.S. in Computer Science and Mathematics from the University of Manchester, United Kingdom.



Dr. Attila Toth

BPM & BPO in Central Europe: Leveraging the Next Near-Shore Opportunity

Dr. Attila Toth
President and CEO, Novitech

Tuesday, October 18, 2005 - 1:45pm - 2:45pm

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Bio:
The president and founder of Novitech Plc., Dr.Attila Toth is one of the leading BPM experts of Central Europe. He is also in charge of coaching several EU sponsored projects focused on dissemination of best practices and solutions in knowledge engineering and business process management in the region, including Slovakia, Hungary, Poland, and the Czech Republic.

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Abstract:
In this session Dr Toth will present an examination of the current business challenges and opportunities faced within the European Union, as well as the current landscape of Central Europe from a technology investorÔs point of view, with an understanding of the caveats, cautions and the strategies that should be followed.Evaluating Central Europe as a Ònear-shoreÓopportunity for western firms, he will also discuss both the regulatory and cultural issues,as well as the potential impact of BPM in restructuring Central European enterprises.