MIKE FERGUSON OCTOBER 9-10, 2006 OCTOBER 11-12, 2006 RESIDENZA DI RIPETTA - VIA DI RIPETTA, 231 ROME (ITALY)

Transcription

1 TECHNOLOGY TRANSFER PRESENTS MIKE FERGUSON INTELLIGENT BUSINESS The new generation of Business Performance Management Designing and building ENTERPRISE PORTALS OCTOBER 9-10, 2006 OCTOBER 11-12, 2006 RESIDENZA DI RIPETTA - VIA DI RIPETTA, 231 ROME (ITALY) info@technologytransfer.it

2 INTELLIGENT BUSINESS: THE NEW GENERATION OF BPM ABOUT THIS SEMINAR There is no doubt that Business Performance Management (BPM) is becoming fundamental to building, growing and managing a successful Business. This concept is based upon the principle that improvements in Performance can only be delivered if Performance is measured in specific Business areas and related to strategic Business objectives and targets. Various popular BPM methodologies now exist to help formalise how we approach Performance Management typically at strategic levels e.g. the Balanced Scorecard methodology, the Six Sigma Methodology, Total Quality Management (TQM), Baldridge, etc. While these methodologies are becoming familiar to executives at strategic levels, BPM could be more effective, if everyone in the Enterprise could participate so that Performance is managed at both strategic and operational levels. Some would argue that BPM is a Business Intelligence (BI) problem and to date, much of the software aimed at supporting BPM has come from BI vendors. These so called Corporate/Enterprise/Strategic Performance Management (CPM/EPM/SPM) software technology products are however limited in that they are often standalone systems with their own database holding summary key Performance metrics data and in some cases data on objectives and objective owners. Yet if you talk to many executives their vision of BPM is a far cry from just a CPM Scorecard product with perhaps integrated budgeting, planning and reporting based on BI. Their vision is that BPM is a Process-Oriented problem requiring a solution that helps and guides everyone in the company to all contribute towards Business Performance. Methodologies like Six Sigma are process improvement based and yet not one of the so called CPM/EPM/SPM tools on the market has any integration with Business Process Management software. The BPM problem requires a lot more than CPM/EPM/SPM. It is a holistic problem that requires Business objectives to be set and for every person and every system in the Enterprise to be able to leverage the right intelligence in every Business process activity to guide them towards making their contribution to the overall Performance of the Business. BPM is therefore about building an Intelligent Business by integrating Business Intelligence right into Operational Business Processes to guide and drive intelligent decisions and actions in every day Business. A full BPM implementation therefore includes: CPM/EMP/SPM Scorecards and Dashboards Enterprise budgeting and planning Processes and BI both integrated with Scorecards and Dashboard software (not just BI) In-line analytics for on-demand BI, reports and analyses available in operations BI Web Services to integrate BI into Operational Business Processes Business Activity Monitoring (BAM) to monitor Business Process events to detect exceptions and opportunities On-demand and event driven data integration to integrate historic and operational data for analysis Data Mining services for automatic analysis Reporting services for on-demand and event driven reporting Rules engines to make automatic decisions and take automatic actions Automated alerts Live recommendations Guided analytics Dynamically guided intelligent processes Activity based costing to monitor and measure the cost of operating This new two-day seminar is intended for Business Sponsors, Data Warehousing Managers, IT Architects who have already built a Data Warehousing system and now need to empower Employees, Business Partners, Suppliers and Customers by exploiting actionable Business Intelligence (BI) in every Business Process activity as part of full blown active Business Performance Management programme. It provides a roadmap and methodology to creating the Right-Time Intelligent Enterprise by using methodologies and new technologies to manage a Business at both strategic and operational levels. It looks at how Operational Performance Monitoring technologies like BAM, in-line actionable analytics, alerts, recommendations and actions can be integrated with Operational Business Processes and linked to Strategic Performance Management technologies such as Scorecards and Dashboards as part of a top-to-bottom Enterprise Business Performance Management program. The seminar takes an in-depth look at the technologies and methodologies needed to build the Performance aware Intelligent Business and how BI integration can be applied in every day Business Process Operations. WHO SHOULD ATTEND This seminar is intended for Business and IT Professionals responsible for Information Delivery, Business Integration, Business Performance Management and leveraging Business Intelligence in operational environments. It assumes that you have already built a Data Warehousing system and are now looking to leverage it in everyday Business Operations.

3 INTELLIGENT BUSINESS: THE NEW GENERATION OF BPM OUTLINE 1. Intelligent Business - Redefining Business Performance Management This session introduces next generation Business Performance Management as a new approach to building an Intelligent Enterprise whereby Business people everywhere in the Enterprise are guided by Intelligence. It starts by looking at where Business Performance Management is today and where Business wants to get to in leveraging Business Intelligence in core Business Processes. This session discusses Business Performance Management methodologies and how to effectively design, build, and deploy these Scorecards and how to integrate Scorecard software with BI systems to facilitate Strategic Business Performance Management. It also reviews BPM products from leading software suppliers. It then looks at why current products only solve some of the Business Performance Management problem and at why managing the Business at a Strategic level is not enough. We then set the scene for what is needed Intelligent Business. What is involved in managing a Business the need for strategic and Operational Performance Management What is Business Performance Management? BPM methodologies Balanced Scorecard, Six Sigma, TQM, Baldridge - Setting up Scorecards - Attaching metrics to Scorecard objectives - Options for integrating BPM Balanced Scorecards with existing Data Warehouses and Data Marts - The distinction between BI Dashboards and Scorecards Market review of existing vendor BPM solutions Problems with existing solutions why they only solve half of the BPM problem Next generation Business Performance Management why two BPM initiatives are needed to build the Intelligent Business - A Business Intelligence perspective - An Operational Business Integration perspective The whole picture complete set of requirements for BPM 2. Introducing The Real-Time Intelligent Enterprise This session introduces the Real- Time Intelligent Enterprise, looks at why we need it and what is required to make it happen. Business Integration what s happening in to simplify Business Operations The four levels of Business Integration The need to leverage Business Intelligence (BI) Limitations of existing BI systems Next Generation - What needs to happen to leverage BI? What is an Intelligent Enterprise? Just-in-time BI BI when you need it, where you need it Why build the Intelligent Enterprise? the Business Case Raw BI versus Actionable BI what is the difference? Requirements for Real-Time Intelligent Business the active BI strategy Steps to implementation 3. Technologies and Tools for Building the Real-Time Intelligent Enterprise This session looks at the technology components needed in an End-to- End Intelligent Business solution. The new world of Business Intelligence platforms Data Integration servers for Real- Time event driven data capture using XML messaging Enterprise Meta Data Integration BI Web Services to integrate ondemand analytics into Enterprise applications and Portals BI in the database XML APIs, DBMS embedded OLAP and Data Mining what the vendors are doing XML BI for mobile workers BI application development BI and Enterprise Portals for personalised information delivery What is Business Process Management? - Business Process Management tools - Business Process Modelling and simulation - Business Process Execution - Business Processes and EAI Enterprise Integration platforms Decision/rules engines Guided analysis to rapidly lead users to problem identification 4. Architecture Options and Methodologies for Intelligent Business This session looks at the various architectures for integrating BI into Business Processes when building the Intelligent Enterprise and the pro s and cons of the options available. Why integrate BI and Enterprise analytics into corporate systems and processes? A methodology for the Intelligent Business BI integration why a single approach is not enough Understanding user communities, roles and the operational applications they use Understanding Business Processes and process events BI identification who needs what BI and when Automated action versus assisted decisioning Integration options for internal and external exploitation and automatic action taking Real-Time Closed-Loop Processing what is it and why is it so critical Real-Time data versus Real-Time access Event detection - triggering automatic analysis and actions Approaches and architectures for Intelligent Business Which architecture to use when? Identifying the best architecture for each role Customer Case Studies

4 5. Business Process Management - New Territory for BI This session looks at Business Process Management and why it is becoming mission critical to reducing costs and improving efficiency. It then singles out how to use the ODS to model Business Processes and to monitor Business Processes using Process Intelligence. Business Process automation to integrate BI into Operational Business Processes Using BI to monitor Operational Business Processes What is Business Activity Monitoring (BAM)? - Achieving guided Intelligent Operational Processes using BAM - On-demand Data Integration for BAM - On-demand Data Mining for automated event analysis, scoring and Pattern detection - Decision engines for automated Enterprise alerting and action messages - BAM technologies Actimize, Instante, SeeWhy, ThinkAnalytics, Tibco, IBM Common Event Infrastructure (CEI) BAM Workplaces, Oracle Event Fabric Process Intelligence Monitoring how you operate while you operate - Processes reporting and Performance Intelligence - Process cost Intelligence Activity based costing comes of age - Modelling and monitoring Business Process costs using activity based costing Guided analytics to navigate Process Intelligence Re-optimising Operational Processes using Intelligence 6. Integrating Active Intelligence into CRM and SCM Business Operations This session looks at how to create Intelligent Front-Office and Back- Office Business Operations. It discusses how this Real-Time Intelligence can be leveraged across all customer touch-points for targeted and personalized customer marketing, sales and service and for improving customer retention and satisfaction. It also looks at how to drive Supply Chain operations using BI driven alerting, automated actions and Intelligent Processes. Building a Real-Time single view of the customer The customer intelligent Front- Office - using BI to improve marketing, sales and service Real-Time analytics in Front-Office marketing, sales and customer service Delivering BI driven live alerting and recommendations into Front- Office operations Integrating BI with multi-channel campaign Management systems Deploying mobile BI in the sales force Monitoring Supply Chain Performance and costs Automating Supply Chain optimisation using demand Intelligence Real-Time alerting in Supply Chain operations Front-Office and Back-Office BI Portals 7. BI Networks - Integrating BI, Collaboration and Portals for Decisioning This session looks at the need for manual action taking whereby groups of people may need to collaborate over BI before making a decision. Collaborative tools for sharing BI, collaborating with others and taking action Collaborative BI options - Integrating BI with stand alone collaboration tools - Integrating BI with Enterprise Portal collaboration tools Collaboration tools available in Enterprise Portals net meetings, instant messaging, shared calendaring, threaded discussions, expertise tracking, voting and polling - BI applications with embedded collaboration - Pros and cons of each approach Using collaborative tools with BI - Finding experts to help understand Intelligence - Sharing BI content in a net meeting - Collaborative viewing of active Intelligence and office formatted BI content e.g. spreadsheets - Attaching threaded discussions to BI content Integrating Dashboards, Scorecards, analytic applications and BI tools into BI Portals Integrating BI Portals with Enterprise Portals Role based BI delivery via process driven Portal technology 8. The Final Step - Active Business Performance Management This final session shows how the use of Business Intelligence and Business Integration can be integrated with Business Performance Management software to manage the Business at strategic and operational levels. Achieving active BPM via integration with Business Activity Monitoring (BAM) and live alerting Integrating Dashboards with Scorecards for live KPIs and Business Performance Monitoring Taking action to solve Business problems

5 DESIGNING AND BUILDING ENTERPRISE PORTALS ABOUT THIS SEMINAR Many Businesses are purely reliant on the ability of Business users and managers to be able to find, and access, all necessary job specific, Business content (information and applications), wherever it may be located on different systems, inside and outside, the Enterprise to do their jobs efficiently and effectively. However, most users are often unaware of valuable information. They spend hours filtering out irrelevant content and are often unable to exploit application functionality because the application is not available to their Business community. What they want is to personalise content to their individual roles and Business needs while becoming more productive by using common Business processes and common applications. Users require access to both structured and unstructured information, applications and collaborative tools, as well as common Business processes that span applications to help them be more effective in the workplace. In order to meet this need, companies are looking towards Portal technology to manage and integrate information and applications into a single user interface and provide the tools needed to collaborate with others both inside and outside the Enterprise. This two-day workshop introduces Portal technology and looks at how to design and deploy a Corporate Portal for internal Business use and an e-business Portal for external user access to Business content. WHO SHOULD ATTEND This seminar is intended for Business and IT Professionals involved in the design and the building of Corporate and e-business Portals.

6 DESIGNING AND BUILDING ENTERPRISE PORTALS OUTLINE 1. An Introduction to Portals This session introduces Portals and the reasons why they are needed. It explores the requirements for internal corporate and e-business Portals, the cost of deploying them, and their functionality. It also looks at different types of Portals, how they have evolved, and the types of content that can be accessed and integrated using them. It explores Portal architectures and components in detail. What is a Portal? The Business Case Portal user communities The scope of content that can be managed and organised in a Portal Accessing unstructured content, applications, Business Intelligence and collaborative tools The evolution of Portal technology Types of Portals and how to classify them Internet Portals, intranet Portals, Business Intelligence Portals, internal corporate Portals and e-business Portals Portal services for offline Portal browsing of content Portal product packaging Portal Architecture, Components and Services Best Practices for Portal implementation 2. Understanding Functional and Content Requirements This session looks at the Business objectives for using Portal technology, the differing needs of internal and external user communities, and the methods that can be used to prioritise and collect community requirements. It introduces the need for an information usage study, and discusses what kinds of requirements should be collected and for what purpose. Key Business functional areas and their use of Business content What people need to access Communities and roles Issues with content usage and access today Content types and locations Internal and external Business community needs Understanding strategic Business objectives Collecting requirements for a Portal project - the content usage study Prioritisation: mapping content usage to Business objectives and selecting a pilot project 3. Selecting and Integrating Portal Products What is involved in selecting Portal technologies Portal technology selection requirements What to look for when selecting products Making sense of Portal packaging The Portal marketplace: stand-alone Portals platforms, Web server Portal platforms, application Portals, BI Portals - BEA Aqualogic Interaction, SAP Enterprise Portal, Microsoft Office Sharepoint Portal Server, IBM WebSphere Portal Server, Vignette, Hummingbird, Oracle 10g AS Portal, Open Source Portal products, etc. The emerging Portal services marketplace Portal services vendors Offline browsing Federated Portal architecture myth or reality? Portal integration using JSR168 and WSRP Using Portal frameworks and Portlets to integrate Portal technologies and content Integrating application servers and EAI into the Portal Web Services and Portal integration Portal-enabling collaborative and BI tools Accessing technical Meta Data via the Portal 4. Portal Taxonomy and Categorisation This session looks at Portal Taxonomy development and the techniques and technologies for categorisation of Business content. It discusses top down and bottom up approaches to developing Taxonomy, how they relate to the Business content usage and requirements study, and specifically looks at Taxonomy design to maximise ease of navigation and good organisation of Business content What is a Portal Taxonomy? Types of Portal Taxonomy The Portal Taxonomy and the Portal directory Portal directory Business content Meta Data The Portal Taxonomy topics and hierarchies Types of Taxonomy what kind are you building? Pre-built Taxonomy Approaches to Taxonomy design - top down vs bottom up Taxonomy related Portal services categorisation and personalisation Approaches to the iterative process of content categorisation Identifying content to be categorised and managed by the Portal Manual vs automatic content categorisation How manual categorisation works How automatic content categorisation works Creating Portal Taxonomy entries and maintaining them Pre-defined Portal Taxonomy and categorisation Categorisation services - how the products work Categorising very large amounts of data Product examples Verity, Microsoft, IBM 5. Customising a Portal to Meet Your Business Needs This section looks in detail at Portal customisation, the process of tailoring and extending a Portal to match an organisation s presentation standards and Business content. It looks in particular at the Portal development kit and how it can be used to customise a Portal user interface and develop Portlets for new content sources. What is Portal customisation? What kinds of Portal customisation can be done

7 The Portal development kit Portal interface considerations Portal content Portlets Adding new content sources to the Portal e.g. applications, content stores, etc. Adding Portlets to a Portal user interface Portlet portability myth or reality? Emerging standards for Portlets The Impact of Extranet and public Internet access to e-business Portals 6. Designing and Implementing a Portal Security Service This section looks at the problem of Portal security and how to manage it. In particular it looks at user authentication and authorisation and how to integrate with already built Portal solutions. Portal communities user groups and users User authentication Issues with authentication Plugging Portals into your own security management solution Portal integration with cross platform LDAP directories Portal security administration vs your own how to manage a conflict Product examples IBM Tivoli, Oracle Oblix, RSA, CA etrust SiteMinder Authorisation the more difficult security problem Dealing with application specific authorisation vs Portal authorisation Distributing administration control - authorising Portal security administration itself Single sign-on myth or reality? Planning for single sign-on How single sign-on can be implemented Third-party Portal security products Web Services and security is this a huge problem? Searching and security protecting Portal Meta Data as well as content Case Studies what some companies have done 7. Implementing Portal Content Integration This session takes a deeper look at integrating content. It focuses on Content Management, applications, collaboration, and workflow. It looks how Portals are evolving toward process-driven Portals where Enterprise workflow makes it possible to define common Business processes that link relevant content needed to conduct browser-driven Business processes. Content Management and Portals: this section explores tools and technologies involved in content capture, management and delivery. It also discusses different approaches to integrating content management software into the Portal environment - Portal Content Stores vs Content Management Systems in Portals - BEA Aqualogic Interaction, Vignette, DB2 Content Management System, Microsoft Windows SharePoint Services, Documentum, Stellant, Interwoven Collaboration and Portals: this section discusses and demonstrates the use of collaboration tools in Portals. It shows how workflow can be used in Portals to interconnect applications, Business intelligence and unstructured content - Approaches to collaboration - Building a Collaborative user workspace - Types of Portal Collaboration tools and their uses - Collaboration outside the Portal vs inside the Portal which is best? - Options for integrating Collaboration tools into Portals - A demonstration of the productivity benefits of Collaboration via the Portal Integrating applications, Web Services and Business Processes into Portals - Using workflow in Portal technology defining Business Processes across applications and content - Examples of Portal products using workflow - The process-driven Portal - Aligning application and information components with Business process tasks - Attaching portlets and Portal pages to a Business process - B2B process integration via Portals Case Studies 8. Deploying a Portal to User Communities: Implementing Portal Personalisation This section looks at deploying personalised Portals to user communities. It looks at the different types of personalisation, and how they relate to deploying Portals to different user communities. It shows examples of how users can filter Business content to match their requirements while remaining within an organisation s security policies. What is Portal personalisation? Types of personalisation user driven vs application driven vs Business Intelligence driven Enabling access to external users Deployment - the User Driven personalisation process Personalising Portals for user communities Dynamic assembly of the relevant Portal components Application driven personalisation Approaches to application driven personalisation Embedding personalisation in Portal applications the implications Using Business Intelligence for Real-Time personalisation Issues with personalisation today

8 " INFORMATION PARTICIPATION FEE Intelligent Business The new generation of BPM 1200 Designing and Building Enterprise Portals 1200 Special price for the delegates who attend both seminars 2250 The fee includes all seminar documentation, luncheon and coffee breaks. VENUE Residenza di Ripetta Via di Ripetta, 231 Rome (Italy) HOW TO REGISTER You must send the registration form with the receipt of the payment to: TECHNOLOGY TRANSFER S.r.l. Piazza Cavour, Rome (Italy) Fax within September 25, 2006 PAYMENT Wire transfer to: Technology Transfer S.r.l. Banca Intesa S.p.A. - Agenzia 3 di Roma Iban Code: IT-34-Y GENERAL CONDITIONS If anyone registered to participate is unable to attend, a substitute may participate in their place. A full refund is given for any cancellation received more than 15 days before the seminar starts. Cancellations less than 15 days prior the event are liable for 50% of the fee. Cancellations less than one week prior to the event are liable for the full fees as invoiced. In case of cancellation of the seminar, Technology Transfer s responsibility only applies to the refund of the participation fees which have already been forwarded. SEMINAR TIMETABLE 9.30 am pm 2.00 pm pm MIKE FERGUSON INTELLIGENT BUSINESS THE NEW GENERATION OF BPM Rome October 9-10, 2006 Residenza di Ripetta - Via di Ripetta, 231 Registration fee: 1200 DESIGNING AND BUILDING ENTERPRISE PORTALS Rome October 11-12, 2006 Residenza di Ripetta - Via di Ripetta, 231 Registration fee: 1200 BOTH SEMINARS Special price for the delegates who attend both seminars: 2250 If anyone registered is unable to attend, or in case of cancellation of the seminar, the general conditions mentioned before are applicable. first name... surname... job title... organisation... address... postcode... city... country... telephone... fax Stamp and signature Send your registration form with the receipt of the payment to: Technology Transfer S.r.l. Piazza Cavour, Rome (Italy) Tel Fax info@technologytransfer.it

9 SPEAKER Mike Ferguson is the Managing Director of Intelligent Business Strategies Ltd (formerly DataBase Associates International Ltd). As an analyst and consultant he specialises in Commerce Chain Management (CRM, ERM, SCM), Enterprise Business Intelligence, Enterprise Portals and Business Integration. With over 25 years of IT experience, Mr. Ferguson has consulted for dozens of companies, spoken at events all over the world and written numerous articles. He is also an expert on DCI s PortalsCommunity.com and an ibond Partner. Prior to cofounding Intelligent Business Strategies, he spent three years as a member of NCR s worldwide product strategy and architecture team as a Chief Architect of Database Technologies working on the Teradata DBMS. He also worked for four years as a principal and founder of Codd and Date Europe Limited the inventors of the Relational Model - specialising in IBM s DB2 product.