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Dialog 2008
 

 
Sessions
 
DIABLOG
 
General Track
Business Rule Management Systems (BRMS) Track
Optimization Track
Visualization Track
Supply Chain Management (SCM) Track
Financial Services Industry (FSI) Track

General Track Agenda

Sunday, February 24, 2008

Independent Software Vendor (ISV) Advisory Session
Time: 3:00 pm - 5:00 pm
Moderators: Jean-François Abramatic, chief product officer, ILOG; Nicolas Robbe, vice president of Product Marketing, BRMS, ILOG; Jim Claussen, ISV program manager, ILOG; Steve Demuth, Product Marketing director, BRMS, ILOG; Irv Lustig, director of ILOG Direct; Patrick Mégard, Product Marketing director, Visualization, ILOG; Greger Ottosson, product marketing director, Optimization; Thomas Dong, director, Optimization product marketing
Track: Pre-conference

This is a special session for ISVs to plan ahead with ILOG executive and product management teams and to discuss special programs and services.

The session will include:
  • The ISV program overview
  • A presentation of product roadmaps
  • A discussion of ISV enablement and support
  • A discussion of ISV partnerships and vision
  • A review of ISV survey findings
  • A questions and answers mixer

We are building a more extensive and formalized ISV program to maximize your experiences with ILOG and ILOG's technologies. We'd like your suggestions.

Monday, February 25, 2008

Breakfast
Time: 8:00 am - 9:00 am
Featuring: John Rymer, Forrester; Steve Hendrick, IDC
Track: General

Have breakfast with an analyst from Forrester and IDC and get answers to your questions about BRMS, BPM, SOA and other business technology trends.

Welcome
Time: 9:00 am - 9:30 am
Speaker: Pierre Haren, CEO, ILOG
Track: General

Pierre Haren
About Pierre Haren
A leading figure in the European technology community, Pierre Haren is chairman and chief executive officer of ILOG. Haren cofounded ILOG in 1987, and after seeing quick growth in Europe, launched fully owned subsidiaries in Singapore, the United States and Japan. He took ILOG public on the NASDAQ in 1997, and on Le Nouveau Marché, now Euronext, in 1998.

Prior to ILOG, Haren spent four years at France's preeminent IT research institute, INRIA (the French National Institute for Research in Computer Science and Control), where he led a team that produced breakthroughs in expert systems technology. Prior to INRIA, Haren was in charge of research funds for the French Ministry of the Sea, where he was involved in the creation of the French Research Institute for the Exploitation of the Sea (IFREMER) and the funding of what became Jacques Cousteau's Calypso 2, equipped with a revolutionary propulsion system.

Haren is a board member of ENPC, the graduate school for civil engineers. He is a founding member of the Académie des Technologies and was awarded the Chevalier de la Légion d'Honneur medal, one of France's highest honors. He is also a member of the International Council of the Belfer Center for Science and International Affairs at Harvard University's Kennedy School of Government, and a member of the Visiting Committee of the Civil Engineering Department of the Massachusetts Institute of Technology.

Haren earned a bachelor's degree in mathematics at L'Ecole Polytechnique, a master's degree in engineering at the Ecole Nationale des Ponts et Chaussées and a doctorate in civil engineering at the Massachusetts Institute of Technology.

Keynote presentation: Do You Have Velocity Leadership?
Time: 9:45 am - 10:30 am
Presenter: Scott Klososky, technology trends and innovation expert
Track: General

Scott Klososky shares a new model for organizations to manage speed and change that is challenging executive teams across the world.

This model is based on three observational realities:

  • Organizations need to get better at predicting the future
  • Organizations must learn how to build better digital plumbing
  • Organizational culture needs to change, to capitalize on the very different generations now hitting the workforce
This keynote presentation will leave you with a set of new ideas and vocabulary to create the possibility for increased velocity in everything you do.

Scott Klososky
About Scott Klososky
Scott Klososky started, and has been part of, building numerous successful technology companies, including two that were sold for over $200 million in aggregate. His most recent technology company, Shryk.com, is well on its way to being another big hit. As a consultant, Klososky advises organizations across industries on new ways to maximize technology and vision to win. As a highly rated keynote speaker, he combines clever ideas with an exciting stage presence. His recently completed book, Velocity Leadership, is due to be published this Spring.

Keynote presentation: The New Language of Business—SOA and Web 2.0
Time: 10:45 am - 11:30 am
Presenter: Sandy Carter, vice president, SOA and WebSphere Strategy, Channels and Marketing for IBM
Track: General

What does it mean to be "flex-pons-ive," and why is it becoming table stakes in today's market?

It has always been very difficult to build profitable growth and far more difficult to sustain it. But it is required in today's environment. Sandy Carter, vice president and leading authority of IBM's SOA and WebSphere strategy, will discuss issues that are top-of-mind recalls for today's executives, based on her best selling book, The New Language of Business: SOA and Web 2.0, According to Sandy, becoming "flex-pons-ive" will become a key success factor. "Flex-pons-ive" describes a company that responds with lightning speed and agility to rapidly changing business needs—leveraging the new language of business. A "flex-pons-ive" business enables business effectiveness with thoughtful, well-designed investments in IT focused on business models and processes. Companies that go down that path show, on average, significantly better business results than their peers.

Sandy Carter
About Sandy Carter
Sandy Carter is vice president, SOA and WebSphere Strategy, Channels and Marketing for IBM Corporation, and author of the newest SOA technology book The New Language of Business: SOA & Web 2.0. She is responsible for driving IBM's cross-company, worldwide SOA marketing initiatives, and in this role, helps oversee the company's SOA strategy across software, services and hardware, driving the company's SOA marketing direction. Carter has played a critical role in helping identify SOA acquisition targets and ensure the successful integration of these organizations into the IBM SOA portfolio. She directs SOA messaging and content, leading a global team in driving customer demand for IBM and IBM Business Partner SOA solutions.

Her track record in strengthening brands through savvy marketing campaigns and strategic acquisitions is evidenced by her past successes, including IBM's "On Demand" and WebSphere e-Commerce campaigns. She has also ensured that IBM's SOA initiatives consistently earn third party validation and top leadership rankings by analysts and pundits alike. With a bachelor of science degree in math and computer science from Duke University and a master of business administration from Harvard, Carter's background in technology and business gives her the unique ability to author a book that addresses the changing business landscape and how organizations can capitalize on this shift. For more information, please visit Sandy's blog "Service-Oriented Architecture—off the Record."

Keynote presentation: The Power of Mashup Technology—Helping the Enterprise Meet the Promise of Web 2.0 and SOA
Time: 11:30 am - 12:00 pm
Presenter: Jon Ferraiolo, IBM Lead Operations, OpenAjax Alliance
Track: Visualization

Businesses must embrace Web 2.0 and Enterprise 2.0 approaches if they hope to remain competitive. Mashups—a revolutionary new approach to application development—foster competitively agile business operations and enhanced worker productivity, due to their support for situational applications.

In this session, Jon Ferraiolo will demonstrate the leading mashup products. He will explain how useful widgets are discovered, and how end users assemble their applications. He will also describe the role that OpenAjax Alliance plays in defining the key mashup standards critical to helping the industry achieve the full benefits of Enterprise 2.0.

Jon Ferraiolo
About Jon Ferraiolo
Jon Ferraiolo joined IBM's Emerging Technologies group in 2006 as the director of operations for the OpenAjax Alliance, the primary standards and advocacy group for Ajax. Before joining IBM, Ferraiolo worked for Adobe for 13 years where he was a product manager, architect, and engineering manager on multiple products, including Adobe Acrobat, Illustrator, Photoshop, Photoshop Album, and Display PostScript. From 1998-2001, he was the editor of the Scalable Vector Graphics (SVG) 1.0 specification and principal architect for Adobe's SVG product efforts. Ferraiolo holds a bachelor of science from Stanford University and a master of business administration from Santa Clara University.

Tuesday, February 26, 2008

Breakfast
Time: 7:30 am - 8:30 am
Featuring: David McCoy, managing vice president and Gartner Fellow; Daryl Plummer, group vice president and Chief Gartner Fellow
Track: General

Join analysts from Gartner and get answers to your questions about BRMS, BPM, SOA and other business technology trends.

Keynote presentation: Innovation Black Holes—How Do You Avoid Them?
Time: 8:30 am - 9:30 am
Presenter: Allen Fahden, author and humorist
Track: General

Allen Fahden provides a funny and engaging romp through innovation's black holes and how to avoid them. This presentation will explain why:
  • 85 percent of people will naturally reject your ideas
  • Starters won't finish; finishers won't start
  • Meetings sap your will to live
You'll return to work with new skills for successful innovation. You will be able to:
  • Design your teams for strength-based roles
  • Keep big ideas alive while debugging them
  • Redivide the work to do your best; then hand it off to the next needed strength
Allen Fahden
About Allen Fahden
Allen Fahden's groundbreaking books Innovation on Demand and Is Half the World Crazy? have provided inspiration and insight to readers everywhere. His strength-based team model was headlined in Mark Victor Hansen and Robert Allen's best-selling book One Minute Millionaire, and he originated the "speed team meeting" and the single principle behind all breakthrough ideas. Fahden's innovations, such as the one-book bookstore and the Portland Beavers' Arthur Andersen Appreciation Night have landed him features with ABC-TV, CNN, ESPN, NPR and People Magazine. Many of Fortune's 100 largest companies, including Disney, 3M and Coca-Cola, have sought him out as a speaker and consultant.

Executive Insights Panel
Time: 9:30 am - 10:30 am
Participants: Barry Vandevier, CTO, Travelocity; Sandeep Gupta, vice president, Strategic Software Development, Equifax; Chris French, partner, Deloitte Consulting; Sam Paper, senior vice president, Client Management and Credit Technology, Strategy and Service Orientation, Bank of America
Moderator: Tony Baer, principal, onStrategies; fornerly an analyst with Datamonitor/Computerwire
Track: General

A panel of top executives share their perspectives on current business and technology trends, and discuss the overall challenges to and opportunities for success in the current economic climate.

This discussion may include the following key points:
  • What do you think is going to happen this year?
  • What's the toughest challenge(s) to ongoing success in business?
  • What excites you the most about the near future?
  • What keeps you up at night (in a good way)?
  • What are the trends or uncertainties that are reshaping your industry or the business landscape at large?
  • What technology products or solutions hold the most promise or are positively impacting performance and operations right now?
About Tony Baer
Tony Baer is a well-published IT analyst with over 15 years experience in enterprise systems. Providing the common sense "big picture" perspective on enterprise software technology and market trends, Baer is a frequent speaker at IT conferences. Over the past year, Baer moderated the SOA Governance panel at the Open Group's Enterprise Architecture Practitioner's Conference in San Diego, delivered the presentation "SOA's from Mars, BPM's from Venus" at the OMG BPM Think Tank in Burlingame, and he served as the panelist for The Future of SOA at the Open Group's Enterprise Architect's Practitioner's conference in Austin. Baer will moderate the IT Specialist panel and deliver the presentation "The Surgery was Successful, What About the Patient?" at the Open Group's IT Specialist Symposium in San Francisco.

Closing Comments
Time: 4:15 am - 4:30 am
Speaker: Jean-François Abramatic, CPO/CMO, ILOG
Track: General

Jean-François Abramatic
About Jean-François Abramatic
Jean Francois Abramatic is ILOG's chief product officer. He is responsible for product vision and strategy; product design and development; and product marketing and management. Abramatic oversees every element of how products are defined, developed, engineered, brought to market and maintained.

A former ILOG board member, Abramatic has more than 30 years of research-and-development experience in a broad range of academic and industrial disciplines. In his current role he spearheads ILOG's product division, directing an international team of scientists, product managers and software engineers located in France and the United States.

A recognized Internet authority, Abramatic was chairman of the International World Wide Web Consortium (W3C) from 1996 to 2001, and is a former director of the Internet Corporation for Assigned Names and Numbers (ICANN). He has also advised the French government on the state of Internet development worldwide, including recommendations for speeding up Internet development in France.

Abramatic's technology experience includes roles as former associate director at the MIT Laboratory for Computer Science, and the founding of the Department of Business Development at the French National Institute for Research in Computer Science and Control (INRIA).

He currently serves on many advisory boards including the Strategic Advisory Board on Information Technologies, which advises the French government on information technology strategies. He also serves on advisory boards for Reuters Venture Capital; the Forum des Droits de l.Internet (a forum aimed at debating about rights and ethics on the Web); and Xylème (a content solutions provider).

Earlier achievements include a role as founder, chairman and CEO of a company that designed and manufactured graphics terminals. Abramatic started his career as a research scientist at INRIA, concentrating on the area of image processing. He has published more than 40 scientific papers, and holds two patents in image processing.

Abramatic earned an engineering diploma at Ecole des Mines, Nancy, in 1971, and a PhD in computer science at the University of Paris VI in 1980.


Business Rule Management System (BRMS) Track Agenda

The BRMS Track is moderated by Steven Nunez. Steve has worked with expert systems since 1991. He is a product reviews contributor for InfoWorld and has covered the ILOG JRules 6.5 announcement and many others. He is the principal consultant for BRMS at Illation Pty. Ltd. in Australia. Established in 1979, InfoWorld is written for CTOs, senior company executives and technology experts involved in major purchase decisions for their companies and provides in-depth technical analysis on key products, solutions and technologies for sound buying decisions and business gains.

Sunday, February 24, 2008

BRMS Best Practice Methodology Workshop: Part I—Rule Governance
Time: 3:00 pm - 3:45 pm
Presenter: Pierre Berlandier, principal consultant, ILOG
Track: Pre-conference

The key measure of success for implementation of a BRMS is how efficiently it supports business policy changes. Rule governance processes provide the foundations for managing change with quality, accuracy and consistency.

This tutorial will take you through both the technical and organizational key rule governance processes that should accompany the deployment of a BRMS. It reviews the different roles and responsibilities involved and the design of a rule lifecycle; and it details the various process maps involved in the lifecycle, along with the tools employed to support them.

BRMS Best Practice Methodology Workshop: Part II—Agile Business Rule Development
Time: 4:00 pm - 5:00 pm
Presenter: Jerome Boyer, director of Technical Services, ILOG
Track: Pre-conference

Implementing business rules provides a strong competitive advantage by supporting quick turnover in the deployment of new business policies. However, this turnover often proves to be a challenge to generic software development methodologies. This tutorial presents a rule-specific development methodology designed to address this challenge, known as Agile Business Rules Development (ABRD).

ABRD is an iterative methodology that leverages agile software development values to cope with short deployment cycles of rules. ABRD's various activities—from rule discovery to rule set deployment and maintenance—will be showcased. You will learn: how to extract rules as manageable artifacts; how to link them to a business context; how to track them during their lifecycle; how to develop a description using business terms and high level rule language; and how to prepare a business object model (BOM) as well as a rule set implementation and deployment in a service-oriented architecture (SOA) or business process management (BPM) context.

Monday, February 25, 2008

Keynote presentation: How BRMS Can Make Managing Change a Competitive Advantage
Time: 1:00 pm - 1:45 pm
Presenter: Steve Demuth, director of BRMS product marketing, ILOG
Track: BRMS

The ability to quickly implement policy changes in response to market and regulatory pressures is an urgent requirement for any business that relies on automated decision making. Hear how business rule management systems, when combined with the architectural advantages of service-oriented architecture (SOA), and the process management agility conferred by a business process management (BPM) system, are helping progressive businesses build information architectures geared to handle change quickly and safely.

How to Have an Enterprise-Class Application Running at Top Speed: eBay
Time: 1:45 pm - 2:30 pm
Presenter: Debashis Saha, senior manager, eBay
Track: BRMS

Founded in 1995, eBay is a global online marketplace where practically anyone can trade anything. In fact, $1812.00 worth of goods is traded every second by eBay users worldwide. During this session you will hear how eBay architected an enterprise rules platform based on ILOG BRMS that services the needs of several applications across various channels and geographies.

This real world example will explain:
  • How you can make your rule application run with enterprise-class performance and scalability
  • What you should consider from the very beginning of your project
  • How to organize your projects, or design and deploy your rulesets, to deliver performance benefits
  • How to manage large scale deployments
  • What you should look for when load-testing and trouble-shooting
  • The governance and best practices to follow from inception to deployment
Agile Tax Management Using Rules and BPM: Tax Administration Service of Mexico
Time: 2:30 pm - 3:15 pm
Presenter: Roberto Pazaràn, architectural leader, Taxation Administration Service of Mexico; Mark Travers, senior product marketing manager, EMC Corporation
Track: BRMS

Taxation rules in Mexico come from more than 1,800 different tax-paying scenarios for taxpayers. Due to a government mandate for greater efficiency, Mexico's taxation revenue service needed to improve its ability to quickly and continuously change tax regulations, be able to process tax documents rapidly, and reduce paperwork.

During this session, you will learn how the department made improvements by implementing a service-oriented architecture (SOA) to link disparate systems; and how they later implemented a business process management (BPM) system that relies on business rule management to:

  • Add automated feedback to tax questionnaires
  • Determine taxpayer credit worthiness
  • Implement advanced workload assignment policies
  • Determine tax consequences of exceptional events
In its first trial run, the revenue service successfully handled more than 2.5 million tax return questionnaires. This presentation will explain how further process optimization led to a 93-percent reduction in paperwork, due to highly efficient document flows that streamlined the generation and routing of invoices, certificates and audit documents, as well as the relocation of questionnaires for tax assessments and preparation from paper to online system.

Panel Discussion: Designing for Organizational Readiness—From IT-Centric to Business User-Centric Rule Management
Time: 4:15 pm - 5:00 pm
Presenters: Maura Cole, business system specialist, aigdirect.com; Darren Koch, senior manager, Revenue Management, Hotwire; James Taylor, author of "Smart (Enough) Systems"

Moderator:Steve Nunez, product reviews contributor, InfoWorld
Track: BRMS

Maintenance of business rules for applications in production is increasingly performed by business users. This practical discussion will explain how you should organize—or reorganize, if you are migrating from developer-centric rule maintenance to business user rule maintenance—your rule-governance processes and rulesets to make business rule management by business users easier and more productive. Hear how other companies are putting business users in the driver's seat and transitioning from traditionally developer-centric to business-centric change management.

This discussion may include the following key points:
  • The business value of business user-centric rule management—the real-world return on investment (ROI)
  • The happiest path to getting from IT-centric to business user-centric rule management
  • How to ensure success
About Steve Nunez
Steve Nunez has worked with expert systems since 1991. He is a product reviews contributor for InfoWorld, and has covered the ILOG JRules 6.5 announcement, as well as many others. Established in 1979, InfoWorld is written for CTOs, senior company executives and technology experts involved in major purchase decisions for their companies. It provides in-depth technical analysis on key products, solutions and technologies for sound buying decisions and business gains. Nunez is the principal consultant for BRMS at Illation Pty. Ltd. in Australia.

Business Rule Management 101
Time: 5:00 pm - 5:45 pm
Presenter: Tim Peeples, senior manager, Technical Sales, ILOG
Track: BRMS

Business managers responsible for policy making in decision-rich enterprises have benefited enormously from information technology. But as the pace of change has increased, and the reach of automation has been extended, traditional software applications have been unable to deliver the flexibility and agility required by most businesses.

As such, a number of companies are turning to business rule management systems to deliver flexibility and agility, and to enhance the entire policy management infrastructure of the enterprise at the same time.

In this introduction to BRMS, you will learn:
  • Why you should use a BRMS
  • The key components of a BRMS
  • The key benefits of a BRMS approach to change management
Tuesday, February 26, 2008

Keynote presentation: Dynamic BPM—Where SOA, Rules, Processes and Events Come Together
Time: 10:45 pm - 11:30 pm
Featuring: Daryl Plummer, group vice president and Chief Gartner Fellow
Track: BRMS

Daryl Plummer introduces the challenge that dynamic business process management (BPM) will not be an option—it will be a requirement. Due to the amount of accelerating change coming from multiple directions, such as shifting laws and geopolitical events, Plummer predicts businesses will put a premium on rule technologies, events, services and governance.

Key questions:
  • How will BPM become more dynamic during the next five years?
  • What impact will service-oriented architecture (SOA), the Web, governance and events have on BPM?
  • What best practices will help companies take advantage of dynamic BPM during the next five years?
Daryl Plummer
About Daryl Plummer
Daryl Plummer is a group vice president and Chief Gartner Fellow. He manages the Emerging Trends Group in Gartner and is a primary analyst in software infrastructure. He is responsible for researching Internet platforms and Web services, applications development, application integration and middleware, emerging trends and technologies, and enterprise architecture.

Plummer has more than 25 years of IT industry experience. Prior to joining Gartner, he was division director and technology coordinator for the State of Florida's Department of Management Services. He was also data center director of the Technology Resource Center, one of the largest data centers in Florida. In this capacity, he managed the introduction of statewide client/server systems and methodologies. He was instrumental in the creation of the state's TCP/IP network and designed and implemented the Florida Communities Network, Florida's economic Internet presence. Plummer has been with Gartner for ten years.

SOA Panel Discussion
Time: 11:30 am - 12:15 pm
Participants: Meg Lattery, project manager, Minnesota Housing; Vikram Duvvoori, senior vice president and global head of Middleware & SOA Practice, HCL; Patti Jefferies, director, BPM Solutions, Software AG
Moderator: Tony Baer, principal, onStrategies; formerly an analyst with Datamonitor/ComputerWire
Track: BRMS

Top business and IT executives will discuss how SOA is transforming and challenging their businesses today, and how business rule management fits into their overall SOA strategy.

This discussion may include the following key points:
  • The real business value of SOA
  • What you need to watch out for when implementing SOA
  • The importance of decision services in SOA
  • Real world best practice and worst practice examples of SOA
About the panelists:
  • Vikram Duvvoori
    Vikram Duvvoori is senior vice president and global head of Middleware and SOA Practice for HCL, where he leads a team of several hundred business integration and Web services specialists. With about 20 years of IT industry experience, Duvvoori currently specializes in business integration, middleware and service-oriented architectures. Vikram and his team of architects and integration specialists have worked for the past seven years with a range of enterprise customers to address their business process automation, business optimization and visibility solutions.
  • Patti Jefferies
    Patti Jefferies is the director of BPM solutions for Software AG. With over 15 years experience building process-focused applications for global enterprises, Ms. Jefferies provides direction and leadership to create innovative business process optimization solutions that combine tools for process definition, automation and analysis with services and disciplines for process improvement. Ms. Jefferies helps organizations worldwide realize their goals for service-oriented architecture (SOA), business process management (BPM) and legacy modernization.
  • Meg Lattery
    Meg Lattery, vice president of Castle Rock Associates, Inc., is currently the project manager for a major initiative at Minnesota Housing. Lattery draws on over 20 years experience in systems consulting and high profile project work, in both the private and public sectors. She has spent her career in the information technology and information systems fields, and has gained significant experience in the areas of project management, vendor management, change management, business analysis, systems integration, implementation and conversion, systems design, and development. Lattery uses her knowledge and experience to find innovative and creative technology solutions that support her clients' business needs.

About Tony Baer:
Tony Baer is a well-published IT analyst with over 15 years experience in enterprise systems. Providing the common sense "big picture" perspective on enterprise software technology and market trends, Baer is a frequent speaker at IT conferences.

Over the past year, he moderated the SOA Governance panel at the Open Group's Enterprise Architecture Practitioner's Conference in San Diego; delivered the presentation "SOA's from Mars, BPM's from Venus" at the OMG BPM Think Tank in Burlingame; and served as panelist for The Future of SOA at the Open Group's Enterprise Architect's Practitioner's conference in Austin. He will moderate the IT Specialist panel and deliver the presentation "The Surgery was Successful, What About the Patient?" at the Open Group's IT Specialist Symposium in San Francisco.

Special Lunch and Learn: "Smart (Enough) Systems" with James Taylor
Sign up at registration – seating is limited

Time: 12:30 pm - 1:30 pm
Featuring: James Taylor, author
Track: BRMS

Join James Taylor, co-author of "Smart (Enough) Systems," for a stimulating lunch-time discussion about how current business trends are forcing organizations to build smarter systems, and how these systems can help companies thrive. By focusing on decisions as distinct opportunities for improvement, Mr. Taylor will discuss how you can use established technologies in a new way to solve problems and gain a competitive advantage.

About James Taylor
James Taylor is principal and co-founder of Smart (Enough) Systems LLC, a full service, vendor-neutral consulting company focused on the enterprise decision management marketplace that provides research, advisory services and implementation support. He has been working with business rules and the other decision management technologies for many years, and is both a well-known proponent of the approach and a passionate advocate of business rules.

Mr. Taylor has 20 years experience in all aspects of the design, development, marketing and use of advanced technology to build more effective information systems. He writes a column in "DM Review" and is author, with Neil Raden, of the book "Smart (Enough) Systems."

ILOG JRules and .NET Roadmap: You Help Build It
Time: 1:30 pm - 2:15 pm
Moderator: Steve Demuth, director of Business Rule Management Product Marketing, ILOG
Track: BRMS

The ILOG BRMS product management team will present an efficient walk-through of the development plans for ILOG BRMS for 2008 and beyond. You will be invited to help ILOG build the new roadmap with your suggestions and feedback on the shape and details of features.

Agile and Dynamic Web-based Data Collection: A Case Study in Clinical Trial Data Management
Time: 2:15 pm - 3:00 pm
Presenter: Don Babcock, lead programmer, Wake Forest University (WFU)
Track: BRMS

During this session, you will learn the value of a BRMS when building Web-based applications for data collection and processing. Specifically, you will learn about the unique way BRMS technology allowed WFU to achieve unprecedented gains in productivity and reliability by having a true separation of presentation and business logic. This case study will showcase the challenges of clinical trial data management, but the highlighted techniques are applicable to any business needing smart, dynamic and adaptive Web-based user interfaces.

This session will explain:
  • How to manage hundreds of very different business Web forms using the same infrastructure code and externalized business logic
  • How easy it is to implement ILOG BRMS in a Web-based/Java environment
  • How to facilitate intelligent data collection and management while ensuring data validation at the source
  • How a BRMS is uniquely positioned to address some of the emerging data sharing issues that are being driven by regulatory and funding bodies in the healthcare industry—the same issues that arise when sharing data between disparate and/or legacy systems in any business
The take-away points and lessons learned should give you a clear vision of how to build sophisticated Web-based user interfaces that are both logic and data aware, yet can easily adapt to change.

About Don Babcock
Don Babcock is an industry veteran with over 35 years experience building data management systems in industry segments, including aviation, banking, chemicals, clinical research, education, insurance, high energy physics research, manufacturing, process control, retail, robotics and utilities. He is a registered professional engineer in the field of electrical engineering. Babcock currently leads several major architectural initiatives involving state-of-the-art applications of rules engine/AI and XML technologies in the field of clinical research data management at WFU.

Next Generation Enterprise Rule Management: The Swiss Medical Story
Time: 3:30 pm - 4:15 pm
Presenter:Rodolfo Viola, IT Support Manager, Swiss Medical, Argentina
Track: BRMS

Founded in 1991, Swiss Medical insures individuals and operates medical facilities for private medical insurance, with 42 branches across Argentina, covering more than 650,000 individuals. Rapid growth necessitated the improvement of their Claims Control and Payment to Practitioners process, which, until recently, had been an expensive and manual process.

Going into the pilot project, Swiss Medical had three main business goals:
  • Make accurate and timely payment of claims
  • Reduce losses due to fraudulent, duplicate and erroneous claims
  • Reduce the time to implement changes to claim processing policy
This session will show how a rules-powered claims processing service (CLEX) using ILOG JRules helped Swiss Medical achieve its initial objectives by supporting full productivity for non-technical business users, full conformance for the IT development process, and full instrumentation for operations management.



Optimization Track Agenda

Sunday, February 24, 2008

Optimization Best Practice Methodology Workshop: Part I—Best Practices in Design and Implementation of Optimization Solutions
Time: 3:00 pm - 3:45 pm
Presenter: François Pusztaszeri, Optimization project manager, ILOG
Track: Pre-conference

This tutorial will provide a walk-through of best practices for the successful implementation of decision-support solutions based on discrete optimization. It will describe the full solution lifecycle, from the collection and prioritization of application requirements to the design and selection of model components, implementation methodologies and choices of ILOG CPLEX's advanced programming interfaces (APIs). It will conclude with a review of performance tuning guidelines and methodologies to validate solutions with end users.

Optimization Best Practice Methodology Workshop: Part II—How to Manage an Optimization Engagement to Increase Business Agility and Minimize Time to Payback
Time: 4:00 pm - 5:00 pm
Presenter: Maurice Schlumberger, director, Optimization Practice, corporate quality officer, ILOG
Track: Pre-conference

Typical optimization projects have large returns on investment (ROI). Yet most customers are ill at ease during development, as there is little visible progress for the end user. ILOG uses the time to payback model to include early and valuable deliverables in the project plan that can pay for their share of the investment sooner rather than later.

Monday, February, 25, 2008

Keynote presentation: The Evolution of Optimization in Business
Time: 1:00 pm - 1:45 pm
Presenter: Bob Bixby, chief science officer, ILOG
Track: Optimization

In this presentation, Bob Bixby will discuss the real role of optimization in the management sciences, providing his experienced perspective on what has changed, what has worked, and what primary hurdles remain to optimization becoming one of the standard approaches to solving business problems today.

Bob Bixby
About Bob Bixby
Bob Bixby co-founded CPLEX Optimization, Inc. in 1987, which was acquired by ILOG in 1997. He is currently the chief science officer and general manager of the ILOG semiconductor business division. Previously, he was chairman of the Mathematical Programming Society and former editor-in-chief of the journal Mathematical Programming. Bixby has authored over 50 scholarly publications and is a member of the National Academy of Engineering. He received the Humboldt Senior Scientist Award in 1992, and the Mathematical Programming Society Beale-Orchard-Hayes Prize for Computational Mathematical Programming in 2000.

Optimizing Large Bank Vault Inventories
Time: 1:45 pm - 2:30 pm
Presenters: Mark Frost, director of Forecasting and Decision Science, CheckFree and Jeff Kennington, professor of operations research, School of Engineering, Southern Methodist University
Track: Optimization

Cash serves as the medium of exchange for a society. Large retail banks hold billions of dollars of cash within their spatial systems of ATM and branch replenishment; and the role of the vault central to this replenishment. To complicate matters, the Federal Reserve has recently placed "cross-shipping" penalties on historic bank-to-federal reserve and federal reserve-to-bank activities, so the process of optimization requires more computational prowess than ever. CheckFree (formerly Carreker) has solved this problem with a custom ILOG OPL model and with ILOG CPLEX. The initial results of reduced cash levels and lower cross-shipping fees have been impressive.

Simultaneous Price Optimization and Asset Allocation to Maximize Manufacturing Profits
Time: 2:30 pm - 3:15 pm
Presenters:Saurabh Thapliyal, project leader, Oracle, and Keshava Rangarajan, applications architect, Oracle
Track: Optimization

A model is presented for the simultaneous determination of optimal prices and optimal asset allocation in a manufacturing and distribution supply chain. This approach adopts a mixed-integer linear programming formulation and utilizes a demand-side and a detailed supply-side model, along with a joining constraint to connect the two, and an objective function to maximize the difference of the revenue and the total demand and supply-side costs. Given a demand-side model based on own- and cross-price elasticities for related sets of items, the model is linearized in a two-step process and for each item, a set of price points and a set of expected demand values for each price point are determined.

Other constraints modeled on the demand side are own and cross constraints on prices, demand quantities, revenues, margins and costs (such as price change costs or costs of running promotions). Binary variables model the choice of price points to determine an optimal price profile over the planning horizon. The supply-side model consists of item-organization-timebucket entities and associated inventories, component demands, replenishment supplies and capacities (i.e., the supply chain assets to be allocated). The supply model is detailed and includes bills of material, multiple sourcings, alternates and substitutes, etc. The joining constraint requires that the set of expected demand values be equal to a planned supply of the item. Prototyping is at a preliminary stage but will build upon experience with large customer datasets on the supply side (supply chain and inventory optimization), using the ILOG CPLEX Solver.

Optimization of Pumped Storage Operation in an Energy Market Environment
Time: 4:15 pm - 5:00 pm
Presenter: Konstantin Korolyov, software analyst, DTE Energy
Track: Optimization

The Ludington pumped storage facility is a key asset for DTE Energy. Due to energy price volatility in day-ahead and real-time energy markets, Ludington helps the the power market (administered by the Midwest Independent Transmission System Operator) smooth out intra-day supply and demand curves. By applying innovative strategies to Ludington's scheduling operations, the company can optimize the storage facility for the market. This session will explain the initiative currently underway to increase Ludington's efficiency.

Optimization 101
Time: 5:00 pm - 5:45 pm
Presenter: Thomas Dong, director, Optimization, ILOG
Track: Optimization

Discover what is being deemed the final step in the hot analytics market: optimization technology. Business intelligence (BI) has already taken hold and helped many enterprises answer the simple questions: "What happened?" "Where is the problem?" and "What action is required?" Statistical analysis and predictive modeling add insights into why things happened and what might happen next, and in the ultimate progression, optimization technologies can help businesses answer "What's the best that can happen?"

Optimization is nothing new. It has been revolutionizing several industries since World War II, when it was first invented to solve some very difficult logistical issues. Since then, optimization has been proven to deliver significant, measurable value—strategic to tactical, top-line to bottom-line—and competitive advantage to the organizations who have applied it. Typical applications include: supply chain network design, manufacturing planning and scheduling, transportation planning, airline crew scheduling, yield management, retail pricing optimization, asset management and sales territory management, among others. Through a series of instructive case studies, you will learn how many familiar brands are achieving optimal operational efficiency.

Tuesday, February 26, 2008

Shopping Optimization
Time: 10:45 am - 11:30 am
Presenter: John Zhu, technical director, SCRA and ICF International
Track: Optimization

Equipped with the equivalent item data, "Shopping Optimization" will use ILOG CPLEX to formulate a mathematical programming model and then solve the model. The solutions will then be presented to "shoppers" as optimized "shopping carts." A variety of models can be obtained by optimizing various objective functions, such as minimizing the longest delivery time. Combining different goals into a single weighted objective function can lead to the optimized shopping carts meeting prioritized goals. Promotional packages, special offers, package sizes, quantity-based discount schedules and shipping costs can be modeled to produce interesting optimized shopping carts. ILOG CPLEX's Java interface was instrumental in developing "Shopping Optimization" as an online shopping application. The powerful ILOG CPLEX Solver is embedded in the application.

Due to ILOG CPLEX's high performance, a shopper might not even notice the time spent solving the integer programming problem while shopping. ILOG Concert Technology was the key to modeling "Shopping Optimization." ILOG Concert Technology made it easy to experiment with different algorithmic strategies. "Shopping Optimization" allows shoppers to easily reduce the total shopping cost paid for the purchase of the entire shopping cart, including shipping costs. Instead of letting shoppers manually search for lower-priced items at the individual item level with no guarantee of reducing the total shopping cost, "Shopping Optimization" finds the items by searching through the complex catalog system, meets shoppers' and vendors' requirements, and brings the total cost down to the lowest level. It lists the optimized efficient shopping carts side-by-side, so that shoppers can compare them and choose the cart that meets their expectations. "Shopping Optimization" leads to a cost-saving, demand-meeting, and satisfactory mix of products for shoppers to purchase.

Optimizing Resources and Supply Chain Management in Biotech/Biopharmaceuticals
Time: 11:30 am - 12:15 pm
Presenter: Prasad Saraph, Global Supply Chain Management, Product Supply; Biotech, Pharmaceuticals Division, Bayer HealthCare LLC
Track: Optimization

The Biotech/Biopharmaceutical industry operates in an increasingly complex business environment. Companies have to deal with many obstacles, including a host of regulations that vary from country to country, lengthy drug approval and testing processes, and multiple suppliers, systems and facilities spanning the globe with stringent inventory management requirements. These obstacles all have a significant impact on the bottom line. To address these and other issues, Bayer Healthcare LLC has built an advanced supply chain management system—the first of its kind and the largest known—by leveraging ILOG CPLEX.

This presentation will discuss:

  • Key issues facing Bayer that led the company to build the advanced resource optimization/supply chain management system
  • Reasons for choosing ILOG CPLEX
  • Real-world examples of how ILOG CPLEX is optimizing resources
  • Benefits/milestones achieved and expected
  • Best practices and lessons learned
Visualization for Optimization: Achieve Greater Acceptance and Deliver Greater Decisioning Value
Time: 1:30 pm - 2:15 pm
Presenter: Thomas Dong, director, Product Marketing, Optimization, ILOG
Track: Optimization

How many times have your applications not been adopted because users did not understand or trust the results? Visual appeal improves your users' understanding and acceptance of your applications. Hear first hand how ILOG CPLEX (optimization) and ILOG JViews (visualization) are used in combination to solve and visualize a problem. An illustrative example will be shown.

In this session, you will learn:
  • How ILOG Visualization improves user acceptance and engagement
  • The benefits of adding ILOG Visualization to your optimization applications
  • The types of visualization alternatives you can choose from

Optimization Product Roadmap: Be the First to Learn What's Next
Time: 2:15 pm - 3:00 pm
Presenter: Thomas Dong, director, Product Marketing, Optimization, ILOG
Track: Optimization

ILOG, the leader in optimization technologies, continues to maintain that leadership with breakthrough performance and innovative features for developers and end-users alike. See how ILOG's world-class solvers—ILOG CPLEX for mathematical programming and ILOG CP Optimizer for constraint programming—will continue to evolve. Learn how ILOG's Optimization Programming Language (OPL) and ILOG Decision Manager (ODM) will continue redefining the expectations for a complete development environment for model and application development. Share ILOG's vision for an enterprise platform for collaborative planning and scheduling. Then, armed with these insights, take advantage of ILOG's latest innovations to improve your own products and applications.

Optimization Technical Presentation—Selected by Registrants—
Time: 3:30 pm - 4:15 pm
Presenter: Irv Lustig, ILOG Direct Channel director
Track: Optimization

Registrants will be able to choose from one of the following abstracts:

  • Introducing ILOG CPLEX 11
    ILOG CPLEX 11 delivers the most significant performance gains to date, and it leverages the full-power of multi-core machines. Learn how ILOG CPLEX's algorithmic innovations and parallel search can solve your most challenging mixed integer programming (MIP) problems. Learn about ILOG CPLEX 11's features, including methods for collecting and storing multiple solutions to MIP models and tools to guide the performance-tuning process.
  • ILOG CPLEX Performance Tuning
    This session will provide insight and recommendations on specific cases where advanced ILOG CPLEX performance tuning can yield dramatic results. Most optimization models that use ILOG CPLEX's default settings yield fast, robust results without any user intervention. There are limited cases where algorithm default choice, available memory, or machine precision can affect performance and consume significant amounts of time in the application development or testing processes. This session will discuss preparatory and development recommendations to address these situations for dramatic time savings in application development and deployment.
  • Writing Better MIP Models
    Recent advances in computers and optimization software have helped optimization practitioners solve many previously intractable mixed integer programs effectively. However, numerous modest sized models remain difficult, and improved computational power has resulted in many new and challenging large-scale problems. This session will provide some guidelines for improving the performance of such problems. We will focus on identifying weak formulations of mixed integer programs, and use knowledge about the model to tighten the formulation and obtain better performance.
  • Using ILOG OPL-CPLEX and ILOG Optimization Decision Manager (ODM) to Develop Better Models
    This session will provide an in-depth overview on building state-of-the-art decision support applications and models. You will learn how to harness the full power of the ILOG OPL-CPLEX-ODM Development System (ODMS) to develop optimization models and decision support applications that solve complex problems ranging from near real-time scheduling to long-term strategic planning. We will demonstrate how to use ILOG's Open Programming Language (OPL) to quickly model problems solved by ILOG CPLEX, and how to use ILOG ODM to gain further insight about the model. By the end of the session, attendees will understand how to take advantage of the powerful combination of ILOG OPL (to describe an optimization model) and ILOG ODM (to understand the relationships between data, decision variables and constraints).
  • Introduction to ILOG CP Optimizer
    ILOG CP Optimizer is the first automatic constraint programming optimizer for use independent use, or for use with ILOG CPLEX. This session will demonstrate ILOG CP Optimizer is a robust solution search engine that automatically finds a feasible solution and improves it until a better one can not be found. Developers and Operations Research (OR) professionals can use ILOG constraint programming (CP) technology to solve complex problems without having to program search instructions—delivering the same ease of use offered by ILOG CPLEX. Attendees will see the constraints and watch a demonstration of ILOG CP Optimizer in action.
  • Methods for Embedding ILOG CPLEX
    This session will provide an overview of the various methods for embedding ILOG CPLEX algorithms. Learn which approach is best suited for your specific optimization application development needs: the ILOG CPLEX Callable Library, ILOG Concert Technology, or ILOG OPL Development Studio. Understand the tradeoffs and benefits of each solution and get recommendations for specific application types. Jump-start your optimization application planning and development to really get the most out of your optimization application.
  • Rapid Development and Deployment of ILOG CPLEX Applications Using ILOG OPL Studio
    ILOG OPL Studio provides the quickest path of the powerful ILOG CPLEX optimizers, from model development to application deployment. This session will explain how to develop ILOG CPLEX applications with ILOG OPL Studio. After a brief introduction to ILOG OPL, Visual Basic and Java examples will illustrate how easy it is to create ILOG CPLEX applications with ILOG OPL's Component Libraries.


Visualization Track Agenda

Due to overwhelming requests from our visualization customers, this track will be offered in virtual form. The virtual visualization track will offer many of the originally planned sessions in the form of webcasts and other digital media options. We will keep two of the original live sessions due to their broader appeal. Please check your e-mail boxes and ILOG.com in the near future to learn more. And don't miss Jon Ferraiolo's keynote presentation: The Power of Mashup Technology—Helping the Enterprise Meet the Promise of Web 2.0 and SOA—which has now been moved to the general track.

Monday, February 25, 2008

Visualization 101: Increasing the Confidence and Productivity of Application Users
Time: 5:00 pm - 5:45 pm
Presenter: Patrick Mégard, director, Product Marketing, Visualization, ILOG
Track: Visualization

Optimization and rule engines are able to compute the most complex solutions in the shortest time. But how are the results communicated to the final users? What makes users confident that the outcome is valuable? Visualization drastically increases the quality of the user experience and helps users understand, analyze and sometimes correct the output of complex systems. ILOG's visualization products provide diagrams, dashboards, maps, charts, and schedule views, helping to deliver outstanding user interfaces for the desktop, Ajax and Rich Internet Applications (RIAs).



Supply Chain Management (SCM) Track Agenda

Monday, February 25, 2008

Keynote presentation: Countering the Risks of Offshoring and Lean Manufacturing
Time: 1:00 pm - 1:45 pm
Presenter: David Simchi-Levi, MIT professor and co-founder of LogicTools, a division of ILOG
Track: SCM

Industry trends, including outsourcing, off-shoring and lean manufacturing that focus on reducing supply chain costs significantly increase the level of risk in the supply chain. At the same time, a number of leading companies have been successfully transforming their supply chains into robust and resilient supply chains.

This presentation will:

  • Examine the sources of risks in the supply chain
  • Identify strategic and tactical strategies to help manage risk while creating value and improving supply chain performance
  • Address the need to plan for green logistics concerns, such as carbon emission footprints
  • Report on case studies that illustrate the impact of these strategies

With examples from a variety of industries, this presentation will demonstrate how product design, network modeling, information technology, procurement and inventory strategies are used to build flexibility and redundancy in the supply chain.

David Simchi-Levi
About David Simchi-Levi
David Simchi-Levi has won awards for his work in supply chain, logistics, and transportation; and he has consulted and collaborated extensively with private and public organizations. He is co-author (with Julien Bramel) of The Logic of Logistics, and Designing and Managing the Supply Chain (with P. Kaminsky and E. Simchi-Levi), which received the Book-of-the-Year award and the Outstanding IIE Publication award in 2000 by the Institute of Industrial Engineers. Simchi-Levi received his Ph.D. in operations research from Tel-Aviv University.

Panel Discussion: Managing the Complex Supply Chain
Time: 1:45 pm – 2:30 pm
Presenter: Rob Wehrman, 3M; Anna Ross, Fonterra; Derek Nelson, ILOG
Track: SCM

Green logistics, risk management and rising transportation costs: how do leading companies balance these challenges and react to them in a cost-effective way? Attend this interactive panel discussion to learn how to re-evaluate your supply chain network strategies to better utilize your existing resources and infrastructures.

Best Practices in Green Logistics and Supply Chain Management
Time: 2:30 pm - 3:15 pm
Presenter: Martin Brotschul, senior manager, Supply Chain Strategy Practice, Accenture
Track: SCM

Accenture's hands-on experience supporting sustainable supply chain initiatives—including green logistics—in the marketplace has provided a comprehensive view of the trends, drivers and future direction of the modern supply chain. A paradigm shift has taken place, with green awareness moving rapidly up the corporate, consumer and legislative agenda.

This presentation will explain:

  • The financial case for sustainability and green logistics
  • The role of the supply chain in green Logistics
  • The case for supporting green logistics
  • Innovation in sustainability and green logistics
  • The response and results of the early movers
  • A view of the future

This presentation will use case studies to provide a detailed assessment of the capabilities companies have implemented to integrate green concepts into their supply chain models for a lasting competitive edge.

About Martin Brotschul
Martin Brotschul is a senior manager in Accenture’s Supply Chain Strategy practice. As a member of a leading group within Accenture focused on large-scale supply chain strategy efforts, he has over 11 years experience in supply chain assignments—including extensive hands-on experience—in numerous industries across the full spectrum of supply chain practices: sourcing, planning, inventory management, network analysis, global operations and payables. Brotschul has executed the full range of supply chain projects from strategy definition through implementation for leading clients. He is a member of Accenture’s Sustainability Practice and a leader in the Energy Supply Chain community. Brotschul has a bachelors degree in ceramic engineering from The University of Illinois and an MBA from the J.L. Kellogg School of Management at Northwestern University.

Managing Risk: From the Extraordinary to the Everyday
Time: 4:15 pm - 5:00 pm
Presenter: Anna Ross, Strategic Sourcing and Optimization, Fonterra Co-Operative Limited
Track: SCM

A company's ability to systematically address extreme risks, such as hurricanes, epidemics, earthquakes, port closing; and operational issues such as forecast errors, sourcing problems, transportation breakdowns and recall issues is more important than ever. This session will explain how companies can plan their supply chain to better respond to a variety of risks—from mega disasters to common operational problems—by developing flexibility and investing in redundancy.

About Anna Ross
Anna Ross is the strategic model and optimization analyst for Fonterra's Group Supply Chain. As such, she is responsible for leading optimization and what-if modeling capabilities; and for supporting the definition, development and implementation of strategic supply chain initiatives.

Prior to joining Fonterra, Ross received both a bachelor of science and bachelor of commerce (Honors), with a specialization in operations management at the University of Auckland, graduating at the top of her class. Ross has logistics experience from both third party logistics (3PLs) and the medical device industry.

Breakthroughs in Production Planning and Detailed Scheduling for Process Manufacturing: The Danone Story
Time: 5:00 pm - 5:45 pm
Presenter: Filippo Focacci, product marketing manager, ILOG
Track: SCM

It is impossible for a single planning and scheduling application to serve the requirements of all of the major forms of manufacturing: work center Kanban-based, project based, discrete continuous flow, and process manufacturing.

Process manufacturing presents special challenges. Tank management, cleaning in place and the coordination of intermediate product production schedules with finished goods schedules, all make process manufacturing a difficult process. Find out how ILOG's application for planning and detailed scheduling is helping Danone overcome the limitations of the SAP Advanced Planner and Optimizer (SAP APO), Production Planning and Detailed Scheduling (PP/DS) to reach new levels of operational efficiency and business agility.


Tuesday, February 26, 2008

PPO-Based Planning & Scheduling System for Film Manufacturing
Time: 10:45 am - 11:30 am
Presenter: Kazuyoshi Inoue, director and assistant chief researcher, Systems Research and Development Center, NS Solutions Corporation
Track: SCM

For the past ten years, NS Solutions Corporation has used ILOG's optimization engines, first to develop production planning & scheduling applications for the steel industry, then to build optimization applications from scratch for other industries such as manufacturing, services, and logistics.

Building applications from scratch, even for skilled developers, is a high risk, so they began looking for an optimization package specific to a particular industry or business. This presentation will explain how ILOG Plant PowerOps (PPO)—the first PPO production planning system developed in Japan for a film manufacturing company—helped fill NS Solutions Corporation's application development gap, and how its flexible data model and capacity to develop optimal plans and schedules strengthened their business.

About Kazuyoshi Inoue
Kazuyoshi Inoue is a director and assistant chief researcher at NS Solutions Corporation's Systems Research and Development Center. In 1989 he started research on Computer Vision with Nippon Steel Corporation. Since 1996, he has been working on simulation and optimization technologies with ILOG's optimization software, developing several large-scale computer systems such as a supply chain management system for automotive steels and a real-time transportation rescheduling system.

Transportation Risk in the Supply Chain: How Weyerhaeuser Uses Optimization to Reduce Logistics Costs
Time: 11:30 am - 12:15 pm
Presenter: Ray Oen, Transportation and Procurement, Weyerhaeuser
Track: SCM

Weyerhaeuser is an integrated forest products company that was ranked number 105 in Fortune Magazine’s 2007 ranking of the largest corporations.

The increasing cost of transportation greatly impacts the landed cost of its products and can pose competitive risk if not identified and managed appropriately. Learn how Weyerhaeuser developed logistics optimization modeling capabilities to drive logistics cost reduction opportunities across its supply chains.

This presentation will show:
  • How a center of expertise for logistics optimization was established
  • Best practices, challenges, and lessons learned in the process
  • The strategic and tactical value of network logistics optimization
The Importance of Optimization in the Sales & Operations Planning Process
Time:1:30 am - 2:15 pm
Presenter: John Ames, Jr., Business Development Consultant, and Ronan O'Donovan, product marketing manager, ILOG Supply Chain Applications
Track: SCM

Many companies are making significant investments in sales and operations planning projects. For some, the effort is focused exclusively on the forecasting process. For others, the effort is aimed at a complete, cross-functional approach to monthly or quarterly supply chain planning. This means better forecasting integrated with better capacity planning and sourcing, and better adjustment of inventory positioning and safety stocks. Find out how ILOG's LogicTools division can help improve return on investment (ROI) from your sales and operations planning projects through inventory optimization.


Financial Services Industry (FSI) Track Agenda

Tuesday, February 26, 2008

The Financial Services Industry track will be moderated by Tony Garritano, lead mortgage technology reporter for SourceMedia. Garritano acts as incoming editor of Mortgage Technology magazine and reports on mortgage technology for other SourceMedia publications, including National Mortgage News, Origination News, Mortgage Servicing News and Broker magazines.

Leveraging BRMS Across the Enterprise: aigdirect.com
Time: 10:45 am - 11:30 am
Presenter: Ian Isaac, AVP, Application Development, aigdirect.com
Track: FSI

Through mergers and acquisitions, insurers are often left with multiple systems for billing, claims and policy administration that tend to fragment processing and impede growth and change management. To support rapidly evolving business needs, insurers are adopting Service-Oriented Architectures (SOA) and business rule management systems (BRMS) as key technology initiatives for streamlining processes. Listen to aigdirect.com employees discuss their uses of ILOG BRMS to achieve agility, speed and transparency while meeting quality control requirements across the enterprise.

This presentation will provide many take-away lessons and best practices for:
  • Building a case for leveraging BRMS and SOA across the enterprise
  • Current and future uses of ILOG BRMS
  • Benefits and milestones achieved and expected
  • Lessons learned: SOA and BRMS deployment
15 Days to One: How to Reduce Commercial Loan Approval Time by 93%
Time: 11:30 am - 12:15 pm
Presenters: Randall L. Howard, industry marketing manager, Banking and Financial Markets, IBM Enterprise Content Management; Matthew Williams, founder and CEO, Brickwalk
Track: FSI

Learn from the experience of a top-25 US regional bank which deployed IBM/FileNet and ILOG offerings to dramatically improve a traditionally high-touch, expensive and high-latency commercial loan origination process.

You will learn:
  • The business drivers that compelled the lender to automate commercial loan approvals
  • How enterprise content management (ECM), business process management (BPM) and business rule management systems (BRMSs) slashed loan approval times from fifteen days to one, cut costs, increased staff productivity, enhanced customer satisfaction and greatly improved regulatory compliance and auditability
  • What the lender experienced in selecting and rolling out the new system
  • Before and after benchmarks
  • Strategic decisions made to establish a blueprint foundation for faster paperless processing across divisions, from retail to investment banking

Deep Dive into the Anatomy of a Rules for .NET Integration
Time: 1:30 pm - 2:15 pm
Presenter: Vijay Mehta, product architect, Baker Hill; Bryan Jackson, product manager, Baker Hill; Nagi Punyamurthula, global business development manager, Microsoft; Chris Berg, product manager, ILOG
Track: FSI

At any one time, solving problems for all deployment requirements seems to be a daunting task especially with a diverse set of projects and products. Baker Hill covers a number of integration options in their environment that range from independent software vendor (ISV)-style integration scenarios to batch operations. Each pattern represents a specific set of requirements and demonstrates both versatility and creativity. This session will provide a deep dive into the anatomy of an integration, all the while exploring many levels of analysis: product requirements, architectural constraints and ILOG Rules for .NET feature choices.

About Vijay P. Mehta
Vijay P. Mehta is a lead product architect at Baker Hill Corporation, an Experian Company. He has provided creative and insightful leadership throughout his career as a Fortune 500 company enterprise architect and consultant, and through published articles on software development patterns and practices. Building on his previous successes, Mehta recently completed a book, "Pro LINQ Object Relational Mapping in C# 2008," due in March, 2008.

Flexibility, Scalability and High Performance: How to Have It All
Time: 2:15 pm - 3:00 pm
Presenter: James R. Reid, senior director of technology—Analytics, Equifax
Track: FSI

Equifax is a leading provider of automated credit risk-decisioning solutions for the financial, telecommunications, utility and retail marketplace. Enterprise risk management solutions often involve a demand for customizable capabilities. To reduce development, deployment, and ongoing maintenance costs, Equifax elected to partner with ILOG on a business rule management system (BRMS) that empowers end-users with the ability to test, change, and control business rules throughout the decisioning process.

This session will show you how to upgrade your service offering and reduce costs with a BRMS strategy. Specifically, you will learn:

  • The role of a BRMS in the Equifax Interconnect solution
  • How a BRMS facilitates a more flexible, scalable and high performance architecture
  • How astutely employed service components can help end users gain increasing control to better manage their business processes
About James Reid
James Reid is responsible for the development of analytical capabilities for risk-based application processing at Equifax. During his tenure at Equifax, Reid has developed several tools using rule technologies for efficient business rule implementation and management, as well as strategy refinement. Prior to Equifax, he worked for Brokat Technologies and Lockheed Martin. He received a degree in computer science from Rutgers University in 1997.

Building an Adaptive Enterprise: How a Leading Insurance Firm Brought Agility and Adaptability to its Enterprise
Time: 3:30 pm - 4:15 pm
Presenter: Gunendra Patil, practice manager, EAI-BPM Practice, Wipro Technologies
Track: FSI

Growth and efficiency are key business drivers for all financial service organizations. Achieving these objectives is no small feat. Financial service corporations must deal with multiple issues, including inflexible legacy systems, myriad applications in separate silos, and manual practices. It all adds up to high operating costs and the inability to respond quickly to market and regulatory changes.

This presentation will show you what makes leading corporations adaptive and how a BRMS brings agility and adaptability to the enterprise. You will hear about BRMS evolutions and innovations; the challenges involved with BRMS deployment; implementation best practices; and how ILOG BRMS helped a leading insurance firm deliver a next generation self-service channel to its customers.

About Gunendra Patil
For 14 years, Gunendra Patil has architected and delivered enterprise application integration and process management applications in the banking, financial services and insurance (BFSI) domains He has focused on implementing solutions for delivering enterprise agility, while his primary interests are rules-based service-oriented architecture (SOA) and business process management (BPM) solutions when working with Fortune 100 companies worldwide. Patil has been a leader in project delivery and the implementation of lean methodology for Knowledge Factory.



 
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Conference Update:
DIALOG 2008 was a big success due to the exceptional participation of our customers, speakers, partners, sponsors and exhibitors. We can't thank you enough for taking the time and effort to travel to Palm Springs.

We look forward to seeing you next year at DIALOG 2009.
Conference Highlights
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