Intalio User Conference
June 17-18, San Francisco
Keynotes |
New Aspirations for BPM – Green and Global
By Doug Neal - Research Fellow, the Leading Edge Forum – Executive Programme
8:30 AM - 9:40 AMFirst day
Track:
Keynotes
Summary:
A great deal has happened in the BPM world since Ismael met with a group of colleagues at a chateau in France to discuss the future of enterprise systems. Standards wars have been fought and forgotten. BPM has gone from being an exotic concept to being now fully embedded in products such as Coghead’s Do It Yourself application suite.
This first ever Intalio user conference is a good occasion to reflect and discuss the new challenges that BPM is now capable of addressing and that we should be working on. In this talk we will discuss two pressing problems that need our attention. The first problem is how do we create Green IT process management systems that help us identify, measure and reduce the 98% of energy use that is outside the data center and the desktop. The second is how we can create a federated process for global business collaboration and authentication among hundreds of companies who may never shake hands.
The first problem is key to creating a livable world for our children. The second problem is key to the global economy and, in effect, will require us to create an infrastructure with process driven collaboration built in. Now that BPM has grown up, these are the kinds of problems that we should aspire to solve.
Applying Decision Management to Make Processes Smarter, Simpler and More Agile
By James Taylor and Neil Raden - Principals and Co-Founders, Smart (enough) Systems
10:00 AM - 11:00 AMFirst day
Track
Keynotes
Summary:
Identifying, automating and managing the decisions within a process are critical next steps for greater efficiency and effectiveness in organizations today. The focus of automation to date has been on efficiency gains from streamlined workflow, automated integration of information systems and managed worklists. Many largely automated processes remain over-reliant on human intervention at critical junctures. Others are burdened with legacy code or complex processes to handle decision making and are unnecessarily resistant to change as a result. Smarter, simpler and more agile processes are needed.
Business Processes: The Foundation Linking Business and IT
By Janelle Hill - VP of Research, Gartner
8:30 AM - 9:40 AMSecond day
Track
Keynotes
Summary:
Business process management (BPM) is a management discipline that requires organizations to shift to process-centric thinking, and to reduce their reliance on traditional territorial and functional structures. BPM requires and enables organizations to manage the complete revision cycles of their processes, from process design to monitoring and optimization, and to change them more frequently to adjust to changing circumstances. Such rapid change is impractical while processes are embedded in conventional applications. The development of BPM technologies is enabling business managers to abstract process flows and rules from the underlying applications and infrastructure, and to change them directly. BPM is an IT-enabled management discipline and represents a fundamental change in how businesses manage and run their operational processes.
Key Issues:
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State of the Union Address
By Ismael Ghalimi - CEO, Intalio
9:45 AM - 10:45 AMSecond day
Track
Keynotes
Summary:
Ismael Ghalimi will lay out the new features being released in Intalio|BPMS 5.2 and outline the roadmap for the future direction of Intalio’s product development. 2008 will be a pivotal year for Intalio, extending our traditional BPMS and moving in the direction of a Business Process Platform (BPP). Ismael will also provide details of our new business model, and present a snapshot of our Demand Driven Development (D3) initiatives.
Case Studies & Panel Sessions |
Case Study: Coghead Delivers Advanced Web Applications with Sophisticated Workflow via Intalio's BPMS
By Greg Olsen - CTO, Coghead
11:00 AM - 12:00 PMFirst day
Track:
Business
Summary:
An early pioneer in cloud computing, Coghead is bringing the power of Intalio's BPMS to web application development. Greg Olsen, Coghead's founder and CTO, will demonstrate the Coghead Platform-as-a-Service and how it can be used to solve complex business challenges from Customer Relationship Management (CRM), to Project Management, and more. By combining drag-and-drop forms authoring, with powerful database capabilities, and a sophisticated workflow engine, developers can quickly create rich business solutions and modify them as an organization's needs evolve. With no server to maintain, or software to install, Coghead is the fastest way to enable any business process.
Panel Session: RESTful BPM – the elephant in the room?
| Moderator: | Jason Woodruff - Director, Like Minded People Ltd |
| Panelists: | Greg Olsen - CTO, Coghead |
| James Urquhart - Director of Solution Services, Alfresco | |
| Assaf Arkin - CTO, Intalio |
1:00 PM - 2:30 PM
First day
Track
Business
Summary:
Search through Future Strategies' “2008 BPM and Workflow Handbook: Spotlight on Human-centric BPM”, or BEA's “The 2008 State of the BPM Market White Paper” co-authored by Sandy Kemsley, for references to resource-oriented web services and you will be unrewarded.
Have we an 'elephant in the room'? How can reports purporting to predict the future direction of BPM have missed such an important trend?
This panel session will talk about the thing that nobody else will: the impact of restful, resource-oriented architecture on the rationale for BPM.
Simply put, is BPM as important for resource oriented architectures (ROA) as it is for SOA. And does BPM, embedded as an engine in a domain-specific component-based application exposed as resources, have a role to play?
Is orchestration of resources a necessary component of ROA given the discovery and use of links? Can existing technologies for WS-*, such as BPEL, be extended to include resources and if they can, should they be? Is a BPEL4Resources appropriate?
Finally, is the mashup more akin to the business user, Web 2.0 and Restful approaches rather than WS-* oriented BPM?
Join this panel in debating these and any other question you may have about Restful BPM.
Panel Session: BPM Is Missing the Data
| Moderator: | David Lyle - VP Product Strategy, Informatica |
| Panelists: | John Power - founder and Managing Director, Risaris Limited |
| Dan Neason - Vice President and co-founder Modus21 | |
| Greg Olsen - CTO, Coghead |
3:00 PM - 4:15 PM
First day
Track
Business
Summary:
BPM takes an appropriate business-oriented, top-down approach to helping organizations be more efficient and agile. But did that top-down approach magically solve the traditional data or application integration problems that underlie all successful, large and (therefore) complex organizations? No. The top-down approach simply shoved the problem into another layer of the stack and pretended the problem went away. And did BPM magically fix data quality issues? No. Data quality is just as dirty as it ever has been, making the details of successful BPM initiatives more challenging to achieve.
Several years ago, data was ignored in discussions of BPM and SOA. More recently as companies get more experienced with real-world implementations, data is part of the discussion again. Having a data architecture strategy and a solid approach to data integration and quality is now seen as an important part of successful SOA initiatives.
In many ways, data drives BPM. Conversely, BPM can be used to fix aspects of the underlying data quality issues. Companies are using BPM to orchestrate their data governance initiatives and coordinate how the business and IT are working together to continually monitor and improve the quality of their information.
We will discuss how companies are dealing with data issues with respect to BPM initiatives.
Panel Session: BPMN and Business-Empowered Implementation
| Moderator: | Bruce Silver - Principal, BPMEssentials.com |
| Panelists: | Tom Debevoise - CTO, Tipping Point Solutions |
| Jason Woodruff - Director, Like Minded People Ltd | |
| Daniel Oneufer - Project Manager, Computer Aid | |
| David Frankel - Lead Standards Architect for Model-Driven Systems at SAP Labs |
4:45 PM - 6:00 PM
First day
Track
Business
Summary:
BPMN has emerged as the common visual process language shared by business and IT. Executable implementation designs built by IT can be layered on top of BPMN models created by business instead of starting over in a separate design language, enabling a new iterative design style in which business and IT collaborate on process solutions rather than tossing requirements over the wall.
Sounds good, but does this work in practice? What should be the boundaries between what business does and what IT does in the collaborative effort? What skills are needed for business and IT to make this work, and how does it differ from traditional solution development? What are some tips for making business-empowered implementation successful? A panel of Intalio users who have been there/done that will reveal all.
Case Study: Using Intalio BPMS in Pennsylvania's Criminal Justice Systems
By Daniel Oneufer - Project Manager, Computer Aid
11:45 AM - 1:00 PMSecond day
Track:
Business
Summary:
Daniel Oneufer currently supports Pennsylvania counties on BPM projects involving criminal justice and public safety. The presentation will describe the current problems he has had to deal with in the exchange of information between law enforcement, subject identification, jail management, pretrial services, and Magisterial District Court. He will present the decisions leading up to the selection of BPM technology in general, and Intalio in specific and describe the current successes in addressing these issues including where and why Pennsylvania counties chose to bring in Intalio specialists to provide assistance. He will also talk about the plans for and progress made towards developing a digital dashboard using BAM.
Panel Session: BPM, SOA, ESB, Data (technology/management): Who's Driving?
| Moderator: | Tom Debevoise - CTO, Tipping Point Solutions |
Panelists: |
Venky Venkatesh - Product Manager PowerCenter, Informatica |
| Dan Neason - Vice President and co-founder, Modus21 | |
| Dave Rosenberg - CEO and Co-founder, MuleSource | |
| Dominic Sartorio - Senior Director Product Management, SpikeSource | |
| James Taylor - Principals and Co-Founders, Smart (enough) Systems |
2:00 PM - 3:00 PM
Second day
Track
Business
Summary:
Lately debates in the technical community are surfacing on the direction of consolidation in the software industry. Questions arise such as:
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Yet these discussions are not reaching business analysts community.
In the business management and analysis community SOA is moving from a IT to a corporate governance strategy and BPM is part of the larger corporate maturity movement. Additionally, without a well thought out data strategy serving as the foundation, SOA and BPM cannot realize the last mile which is to deliver accurate, consistent and timely information to consuming applications and processes.
We will discuss these two very different views of BPM/SOA.
Case Study: Seamlessly integrating the new world of BPM with legacy systems in the insurance industry in Germany
By John Power - founder and Managing Director, Risaris Limited
3:15 PM - 4:15 PMSecond day
Track:
Business
Summary:
This session is focused on demonstrating how Intalio’s BPMS in
conjunction with Risaris’ SOA Gateway enables insurance companies to
maintain compliance with new and forthcoming legislative changes in the EU
while reducing costs and time to market, re-using existing IT assets and,
last but not least, gaining enhanced agility to achieve business goals in a
B2B scenario.
Panel Session: What did we learn?
| Moderator: | Ismael Ghalimi - CEO, Intalio |
Panelists: |
Janelle Hill - VP of Research, Gartner |
| Neil Raden - Principal and Co-Founder, Smart (enough) Systems | |
| Doug Neal - Research Fellow, the Leading Edge Forum – Executive Programme |
4:45 PM - 6:00 PM
Second day
Track
Business
Summary:
Ismael invites Doug Neal and Janelle Hill on stage for a Q&A session to wrap up the event. Audience members can ask the panel questions about trends in the industry or follow up on issues raised in other sessions. We will have some of the 800 pound gorillas (figuratively speaking of course) in the industry on the stage, so come prepared with your hardest BPM questions.
Workshops |
Workshop 1: Clustering, Load balancing, Tuning, and Performance
By Matthieu Riou - Lead Developer, Intalio|Server and Alex Boisvert - Director of Product Development, Intalio
11:00 AM - 12:00 PMFirst day
Track:
Technical
Summary:
All enterprise applications get confronted to two classic performance questions: "does it scale?" and "how fast is it?". In this session we will go beyond these questions and review several ways to bring Intalio|BPP to levels of scalability and performance that fit your needs. We'll cover the available strategies and guide you through the different tradeoffs, from basic tuning techniques for maximum throughput to clustering, failover and memory footprint optimization.
Workshop 2: Extending the BPMN Modeler to target a particular industry
By Hugues Malphettes - Engineering Manager for Intalio|Designer
11:00 AM - 12:00 PMFirst day
Track:
Technical
Summary:
A Business Process modeler addresses a very diverse set of users to
create applications for many different industries. A generic BPM
modeler cannot solve all those problems in a simple and elegant manner
at once.
In this session we will present how to extend the modeler to support in the BPMN diagram arbitrary semantics for a particular industry. We will use the Designer-SDK and develop eclipse plugins to define those semantics and support their interpretation for execution.
Workshop 3: New Features in 5.2
By Rick Geneva - Senior Process Expert, Intalio
1:00 PM - 2:30 PMFirst day
Track:
Technical
Summary:
This session introduces the new features of Intalio|BPMS 5.2. It will provide hands on experience with the latest release and concrete examples of how to put the new features to work for you right away. One of the major features in 5.2 is Business Activity Monitoring (BAM) a component of BPM that adds a lot of value to process management. KPI (Key Performance Indicator) metrics are captured while a process is running and this information is displayed on a user configurable dashboard. BAM not only gives feedback on business metrics, but also helps to optimize process flows by exposing potential bottlenecks through reporting capabilities. With the 5.2 release of Intalio|BAM, we are in a leadership position in the area of BAM tools because of the ease of use, and the “dual capability” of our external variables system. Intalio|BAM is designed to not only report KPI metrics, but also to ease integration by allowing the Intalio process server to integrate with existing enterprise databases that are shared with other applications.
In this session there will be a discussion on identifying KPIs within a process, and a demonstration on how to quickly and easily implement these metrics in Intalio.
Workshop 4: Process Quiz - You Quiz Intalio
By Jason Howlett - Process Expert, Intalio and Arnaud Blandin - Director of Business Development, Intalio
1:00 PM - 2:30 PMFirst day
Track:
Technical
Summary:
Even though many companies are starting prototypes or product projects with Intalio|BPMS, some of our users still wonder how they can deploy Intalio|BPMS in their environment.
Bring your questions, because you get to ask them - live and in person.
What type of processes can I build? Where do I start the project? Should I use a single diagram, or multiple diagrams for my process? How do I decide how many pools to use? What steps do I take to go from a process to a diagram? Is it ok to write an application using Intalio|BPMS? Those are some of the questions we are often asked in training sessions or in different occasions where we meet our users.
In that session you will learn the type of processes that Intalio users are deploying, the benefits they get from it and how they managed to get immediate benefits.
Workshop 5: Preview of 5.3 - Liferay
By Nicolas Modrzyk - Project Manager, Intalio
3:00 PM - 4:15 PMFirst day
Track:
Technical
Summary:
This workshop, co-presented with Joseph Shum from Liferay, will show how to create your own customize portal with JSR 168 compliant open sourced Liferay.
They will focus on talking about key technical concerns such as SSO within the context of a portal, their integration and on-going work with jQuery, and tackle the sensitive topic of search within a whole set of different portlets.
Nicolas will present what the workflow team has achieved, and where the future lies in terms of an integrated portal user interface. This includes SSO, embedded dynamic human workflow within Liferay, and a demo.
Workshop 6: Live BPM Mashup
By Pierre Pavageau - Process Expert, Intalio
3:00 PM - 4:15 PMFirst day
Track:
Technical
View Presentation (Nicolas Modrzyk)
View Presentation (Joseph Shum)
Summary:
This session will give a small, complete example of how to create and run a basic process using the Intalio|BPMS platform. During this workshop you will see the creation of a human centric process from scratch using the Intalio|BPMS designer. You will see all the essential features of the designer, including the BPMN modeler, the data mapper, and the form editor. After that, the created process will be deployed and run on Intalio|Server.
Workshop 7: Preview of 5.3 - Alfresco
By Nicolas Modrzyk - Project Manager, Intalio
4:45 PM - 6:00 PMFirst day
Track:
Technical
View Presentation (Nicolas Modrzyk)
View Presentation (James Urquhart)
Summary:
Within the context of human workflow stands the notion of Content Management. We are presenting a technical session on how to integrate the human tasks of your processes efficiently with Alfresco, open source ECM.
James Urquhart, Director of Solution Services from Alfresco, will present how to delegate the management of content to Alfresco, including document metadata and versioning, as well as the way to expose external scripting capabilities.
Nicolas will present how Intalio|Workflow has integrated Alfresco to store documents related to human task, this with security in mind, as well as making a demo of how this can be used within the context of a user process.
Workshop 8: How to Run a Successful BPM project
By Rick Geneva - Senior Process Expert, Intalio
4:45 PM - 6:00 PMFirst day
Track:
Business
Summary:
Business Process Management (BPM) is not just about software. It’s about managing processes first, and this usually involves creating software. Business processes are highly complex and require a special management discipline in order to be effective. This session will cover on the challenges of introducing BPM into a large enterprise, and how to leverage the strengths of BPM to match the needs of each organizational unit, from the executive level down to the blue collar worker. There will also be a discussion on how custom business software often becomes more of a roadblock to business rather than money saver it was designed to be. Better process discovery techniques can solve this problem, and better process management skills can unlock the potential of your organization’s existing resources.
Workshop 9: Supporting a UI technology for Intalio|Workflow in Designer
By Hugues Malphettes - Engineering Manager for Intalio|Designer
11:45 AM - 1:00 PMSecond day
Track:
Technical
Summary:
Intalio|BPP contains a workflow component that let Business Processes
incorporate human task: data entered by manually into forms.
Intalio|BPP ships with a default UI technology for those forms.
In this session we will present how to integrate in designer a
different technology.
Workshop 10: SOA Services and People
By Rick Geneva - Senior Process Expert, Intalio
11:45 PM - 1:00 PMSecond day
Track:
Technical
Summary:
BPM is the “killer app” for SOA. This will be a discussion of the relationship between Service Oriented Architecture (SOA) and Business Process Management (BPM). SOA typically deals with many small automated processes, but often error conditions exist that must be escalated to people. This session will include a demonstration of creating a people and services orchestration from scratch in less than 15 minutes, with zero coding. After the demonstration there will be a discussion on use cases where SOA and BPM combined adds better management capabilities and saves money.
Workshop 11: Developing and Integrating a UI technology for Intalio|Workflow Part-2: Runtime
By Hugues Malphettes - Engineering Manager for Intalio|Designer and Pascal Belloncle - VP Customer Support, Intalio
2:00 PM - 3:15 PMSecond day
Track:
Technical
Summary:
Intalio|BPP contains a workflow component that let Business Processes
incorporate human task: data entered by manually into forms.
In this session we will demonstrate 2 technologies to support forms:
Ruby-On_Rails and Tibco General Interface.
We will present how the forms are wrapped into Intalio|Workflow runtime for partners who want to support their own technology.
Workshop 12: Partner Session: How to position Intalio to your customers
By Jacques-Alexandre Gerber - VP of Business Development, Intalio and Arnaud Blandin - Director of Business Development, Intalio
2:00 PM - 3:15 PMSecond day
Track:
Business
Summary:
This will be an informal discussion with Intalio partners to discuss how to overcome their main difficulties in getting Intalio adopted on their market. In this session, we will cover the following topics: competition landscape, competitive advantage and differentiators, lead qualification, sales process, closing deals, case studies, etc. We will end this session with Q&A.
Workshop 13: Extending and Customizing Workflow
By Ihab El Alami - Process Expert, Intalio
3:15 PM - 4:15 PMSecond day
Track:
Technical
Summary:
This session is meant to give a quick overview about the Intalio workflow component and its capabilities, especially when it comes to customization and extendibility. It will answer the most frequent questions we get on the subject : What is the architecture of Intalio|Workflow? How can it be customized, and how easy is it to do so? We will also demonstrate the UI and put it through its paces and show real-life examples from the Intalio team and from customers.
Workshop 14: Demand Driven Development and Preview of 5.3 - Intalio|BRE
By Shao Fang - VP of D3, Intalio and Oleg Zenzin - Project Manager, Intalio
3:15 PM - 4:15 PMSecond day
Track:
Business
Summary:
Demand Driven Development (D3) is Intalio's community product management methodology which collates enhancement requests amongst community users and customers with similar requirements and provides a process for them to sponsor and accelerate the development of features that they need most. D3 was launched in 2006 and has since delivered over 25 projects from minor enhancements that took weeks to develop to major features requiring months of effort.
In this session we will first introduce D3 and explain its modus operandi and value propositions. We will quickly review some of the projects completed thus far and enhancements currently under development. Focus of the session will be to solicit feedback on the D3 process and to review and discuss features on the current D3 road map. For the second part of the session we will preview Intalio|BRE, which is the D3 project to integrate Drools with Intalio|BPP as the business rule engine.
Workshop 15: Deep Inside the Minds at Intalio|Labs
By Assaf Arkin - CTO, Intalio
4:45 PM - 6:00 PMSecond day
Track:
Technical
Summary:
Intalio|Labs is the place to explore new ideas and test out new
technologies that could shape the future of BPMS. In this session
we'll take you through some of the research projects ongoing at
Intalio|Labs, show you what we're working on and how to get involved.
We'll talk about stuff we're doing around REST, the overlap between processes and resources, and how we use it to mix BPM with dynamic languages like Ruby and JavaScript. Speaking of languages, we'll introduce you to Simple, an easier way to write business processes without the XML. We'll cover possibilities for using BPM and Software as a Service, and tie it up with a demo of Singleshot, a new task manager we developed using Rails by following the principles of Web architecture.
Workshop 16: Intalio|BPMS Frequently Asked Questions
By Pascal Belloncle - VP Customer Support, Intalio
4:45 PM - 6:00 PMSecond day
Track:
Technical
Summary:
Pascal will provide detailed answers to some of the most challenging questions that all Intalio|BPMS users face. Go deeper into advanced topics, all the way from Debugging to XSL transformation, not to forget things like Fault Handling, LDAP and more... Complete howtos and background on the topic so can then get more out of Intalio|BPMS. Warning: this session will be highly technical, but you are guaranteed to go away with lots of new things to explore.
