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{ Monthly Archives } October 2008

Ultimus: Process optimization

Chris Adams is back to talk to us about process optimization, both as a concept and in the context of the Ultimus tools available to assist with this. I’m a bit surprised with the tone/content of this presentation, in which Chris is explaining why you need to optimize processes; I would have thought that anyone [...]

Ultimus: Customer roundtable

I’m in a roundtable session with one brand new Ultimus customer, one who’s six months in and just getting their first processes rolled out, and one who’s done a lot of processes already. As was requested previously, and again not-so-subtly by Chris Heivly who is moderating this session, I won’t be documenting the names of [...]

Ultimus: Reports and Dashboards

Chris Adams is probably now thinking that I’m stalking him: not only do I attend his first two technical sessions, but when he switches to the business track for this presentation, I follow him. However, I wanted to hear about their reporting and analytics capabilities, and he covered off reporting, dashboards, BAM, alerts and using [...]

Ultimus: V8 Technical Deep Dive

Chris Adams is back for a somewhat longer session — I think that he zipped through the previous overview session in about 5 minutes to make up time on the schedule — to give us a lot more detail on the V8 product features. Some of this will only be of interest to Ultimus customers, [...]

Ultimus: V8 Introduction

Wow, I could have had a V8! Okay, now that that’s out of my system, Chris Adams (VP Product Management) was up to give us an overview of the V8 release which will be an intro to the deep dive session that’s coming up next. V8 isn’t brand new — 8.0 was in October 2007, [...]

Ultimus: Dave Ridley, Southwest Airlines on sustaining organizational excellence

I’ve been coached by Ultimus PR that I can’t mention all speakers by name since some of them are a bit skittish about seeing their names and case studies splashed across the internet, but Dave Ridley, SVP of marketing for Southwest Airlines, doesn’t have that problem. He was here today to discuss organizational excellence, and [...]

Ultimus: Me on the Future of BPM

Here’s the presentation that I just delivered at the Ultimus user conference: The Future Of BPM View SlideShare presentation or Upload your own. (tags: management process) First time that I’ve given this in this format, but it’s a combination of so much that I’m already writing or talking about, it flowed pretty well. I’m writing [...]

Ultimus: Product Road Map

Chris Adams from Ultimus product marketing management gave us a brief view of the road map and product vision for Ultimus Adaptive BPM Suite. Not surprisingly, their product manages the entire process lifecycle, and is focused on continuous process optimization. They’re a strong Microsoft shop — you’ll find them near the top of the Microsoft [...]

Ultimus: Janelle Hill Keynote

I’m giving my keynote here at the Ultimus user conference in about an hour, but it’s always a pleasure to listen to Janelle Hill of Gartner so I’ve decided that I’ve reviewed my notes enough already. She’s discussing the need for business process competency centers, and how you end up with a series of BPM [...]

PegaWorld: Barney Frank Keynote

I think that I’m supposed to know who Congressman Barney Frank is, or what the chair of the House Financial Services Committee does, but I didn’t before reading the agenda: apparently, he oversees laws and regulations that apply to financial services and housing sectors in the US. I’m not sure if that means that we [...]

PegaWorld: Mashups with IAC

I thought that I should attend one technical/product breakout, since I’ve been covering customer case studies so far, and I wanted to get a closer look at Pega’s composite application development environment for internet applications, Internet Application Composer. I had a briefing on this a few months back, so have some notes and screenshots from [...]

PegaWorld: Paul Kompare on JPMorgan Chase’s agile methodology

Paul Kompare, SVP of commercial banking technology at JPMorgan Chase discussed their Pega implementation of a straight-through processing infrastructure for commercial loans. He gave us a brief view of the current environment and the proposed solution, then moved on to discuss their agile implementation approach. Although they refer to this as Agile, it’s still a [...]

Bookmarks for October 21st

These are my links for October 21st: AIIM – AIIM Market IQ – Business Process Management: Leveraging Competencies and Streamlining Processes to Achieve Operational Excellence – AIIM's new report on BPM — free but registration required. They found that 52% of the organizations surveyed achieved a positive ROI in three years or less; I find [...]

PegaWorld: George Colony, Forrester

When Pega invited me to attend the conference, I took a quick glance at the agenda and thought that it said that George Clooney would be speaking. I immediately accepted. On second look, I noticed that it was actually George Colony, founder and CEO of Forrester Research. The somewhat less famous George talked about business [...]

PegaWorld: Meryl Stewart and Kelly Karlen on Business-IT Collaboration at BlueCross BlueShield

Last session of the day, and Meryl Stewart and Kelly Karlen of BlueCross BlueShield of Minnesota talked about maximizing BPM value through business and IT collaboration. They established a shared business-IT objective of enabling the business to manage their frequently-changing business rules to provide agility, while still maintaining environmental stability by following the necessary change [...]

PegaWorld: Rod Dunlap on BlueCross BlueShield Claims

The second breakout this afternoon was on improving claims throughput by Rod Dunlap, director at BlueCross BlueShield of North Carolina. Their main driver was to reduce the percentage of claims requiring manual intervention from an initial rate of 17% to a mere 2% by the end of 2009; this didn’t quite turn out to be [...]

PegaWorld: Martin Venema on RBC Customer Service

This afternoon is all breakout sessions, and I started with Martin Venema of Royal Bank of Canada (the bank is a customer of mine, although it’s so huge that I’ve never dealt with his group) as he discussed improving customer service through rules-driven case management. Unfortunately, the wifi doesn’t extend to the breakout rooms so [...]

The Future of BPM

I’m doing the afternoon keynote at the Ultimus user conference on Wednesday (yes, I have to get from DC to San Antonio) on the topic of the future of BPM. If there are any particular things that you think I should include in my talk, add them as comments to this post or email/Twitter/Skype/Facebook me: [...]

PegaWorld: SmartBPM Vision

The morning finished with a session on Pega’s SmartBPM product vision by Kerim Akgonul and Russell Keziere. Due to overruns in the earlier sessions, they had to try to cram a 30-minute presentation into about 8 minutes. They covered off some of the keys to BPM success within organizations: Create a vision for a transparent [...]

PegaWorld: Customer Panel on Building for Change

Abbie Lundberg, editor-in-chief of CIO magazine, chaired a panel on what it means to “build for change”, including Carol Rizzo (CTO at Kaiser Permanente), Tom Vicknair (SVP of centralized transactions operations payment strategy at JPMorganChase) and Carole Berndt (managing director, global head of client delivery at Citi). It’s great to have a panel that is [...]