Featured Keynote Presentation – March 19th

How Technology Innovation Will Change BPM Practice, Paul Harmon, Executive Editor, BPTrends.  Paul has been working at business process redesign since the late 60s. When he first began, process redesign was almost entirely a matter of studying people, noting how they performed, and thinking of ways to improve human performance. In the decades since the computer revolution has changed the way we work and how we approach business process redesign. It rare, today, to find an organization in which people don?t work with computers. It?s equally hard to find process practitioners that don?t depend on software tools to do their work. This keynote will consider way software applications and tools have changed the nature of work, and speculate on the ways new technologies will change the way we work in the near future.

Paul Harmon is a Co-Founder and Executive Editor at Business Process Trends (,an internationally popular website that covers trends, directions and best practices in business process management. He is the author of Business Process Change: A Guide for Business Managers, BPM and Six Sigma Professionals (2nd Ed. 2007). and twelve other books. Previously, Paul managed major process improvement programs at Bank of America, Security Pacific, Wells Fargo, Prudential, and Citibank. He was a Senior Consultant at Cutter Consortium and edited their Expert System Strategies, CASE, and Business Process Reengineering Strategies newsletters.

 Conference Program – March 20th

Process Mining: Discovering Process Maps from Data , Anne Rozinat and Christian W. Gunther, Fluxicon

Most organizations have complex processes that are invisible, thus hard to manage or improve. Each stakeholder sees only part of the process. Manual discovery through workshops, interviews, and review of existing documentation is costly and time-consuming, and rarely reflects actual process complexity. Process mining closes this gap by making the real process visible. Our process mining software Disco leverages existing IT data to generate a complete, accurate picture of the process, with actionable insight. Disco automatically analyzes actual process flows, highlights bottlenecks, shows all variants, and allows animated “replay” of the process flow, all done interactively, driven by process questions.

Anne Rozinat has more than eight years of experience with process mining technology and obtained her PhD cum laude in the process mining group of Prof. Wil van der Aalst at the Eindhoven University of Technology in the Netherlands. Currently, she is a co-founder of Fluxicon and blogs at
Christian W. Günther is a process mining pioneer. He has laid essential technical foundations as lead architect of the scientific process mining platform ProM, and introduced the map metaphor to process mining in his PhD thesis. His “Fuzzy Mining” approach is the predominant process mining algorithm in practical use today.


Managing Process Roles and Relationships , Roy Altman, PeopleServ

BPM depends on a multitude of context-dependent relationships among workers and collaborating work teams, but HR or ERP software only provides a single corporate hierarchy. Peopleserv Relationship Management enables multiple ?views? of the organization and flexible groupings of workers in a self-maintaining, centralized information hub and relationship repository. Peopleserv uses metadata to create rule-based groupings of workers, sensing transactions from systems of record and automatically adjusting relationships and groupings accordingly.  It understands the ?context? of all roles and relationships as they relate to specific processes and systems.  Most importantly, it is configurable by business users.

Roy Altman is CEO and Founder of Peopleserv, a software/services company. Over a storied career, Altman has amassed a client list of well-known companies. He has published extensively and co-authored three BPM books. Altman frequently presents at conferences and on webinars, and has taught at Columbia University and other institutions.


Lowering the Barriers to BPMN , Gero Decker, Signavio

BPMN is sometimes criticized for presenting too steep a learning curve for untrained business users, but the right tooling solves that.  Signavio?s browser-based BPMN editor in the cloud offers advanced input modes that guides users with no BPMN or process modeling knowledge in creation of diagrams.  QuickModel generates BPMN from a basic spreadsheet-like input, and Process on Voice generates diagrams from voice input.  For more complex models, Signavio provides built-in validation against conventions that promote ?good BPMN,? such as BPMN Method and Style.

Gero Decker is founder and CEO of Signavio, a BPM software vendor specializing in business process modeling and analysis. Gero holds a MSc degree in Software Engineering and a PhD in Business Process Management from Hasso-Plattner-Institute, Germany.


Automated Assessment of BPMN 2.0 Model Quality , Stephan Fischli and Antonio Palumbo, itp commerce 

The wide adoption of BPMN has not resulted in uniformly good model quality.  BPMN Consultants now face the problem of assessing the quality of dozens of customer process models in a very short time.  Process Modeler 6 for Microsoft Visio provides sophisticated built-in process validation based on a variety of quality rule sets for different use cases: conformance to the spec, diagram clarity (BPMN Method and Style), model complexity, simulation, XML interchange, etc. Process Modeler 6 collects ?just in time? the information of a process and displays a multidimensional quality score.

Stephan Fischli is founder and CEO of ITpearls ltd. and itp commerce ltd., both with headquarters in Bern, Switzerland. Stephan is member of OMG and played an active part in developing the BPMN standard definition.  He is a member of the Switzerland?s e-Government (eCH) standards group and there further promoting the BPMN standard. Together with Bruce Silver he is founder of the BPM training and certification network  Stephan holds degrees in computer science and business management.
Antonio Palumbo has been the lead developer of the process modeling suite “Process Modeler for Microsoft Visio” since 2009. During this time, he has been responsible for implementing the BPMN 2.0 standard as well as the “Method & Style” rule set in Process Modeler. He holds a degree in computer science and has worked as a software engineer on various projects in Switzerland and abroad.


Data-Centric BPM, John Reynolds, IBM

A process or activity always takes place within a wider Business Context, and multiple BPM solutions often share common Business Contexts.  Data-Centric BPM from IBM injects Business Context into BPM at the highest level to simplify the design and implementation of solutions.  Business Context Data lives within the BPM platform but outside the context of any specific process. We start by making the richly defined data that describes the business context a first class citizen within BPM. We go further by implementing a facade between the richly defined BPM data and the real data that lives in multiple Enterprise repositories.

John Reynolds is a Product Manager for IBM BPM, focusing on empowering Business Users.  He joined IBM in 2010 with the Lombardi acquisition, where he had focused on mentoring business and technical teams through their initial BPM implementation projects.  John currently lives in Santa Fe, New Mexico with his wife Teri.


Extreme BPMN: Semantic Web Leveraging BPMN XML Serialization , Lloyd Dugan and Mohamed Keshk, IMSC US 

This session demonstrates some of the most extreme work performed to date with BPMN ? extending it beyond the process view into semantic meaning and systems architecture.  Completed inside the U.S. defense enterprise, BPMN is used for enterprise-level services modeling and within an ontology-based semantic search engine to automate search of process models.  The resulting engine leverages the power of the Semantic Web to discover patterns and anomalies across now seamlessly linked repositories.  This approach for the first time fully exploits the richness of the BPMN notation, uniquely enabling modeling of executable services as well as context-based retrieval of BPMN artifacts.

Lloyd Dugan is the Chief Architect for Business Management Associates, providing BPMN modeling, system design, and architectural advisory services for the Deputy Chief Management Office (DCMO) of the U.S. Department of Defense (DoD).  He is also an Independent Consultant that designs executable BPMN processes that leverage Service Component Architecture (SCA) patterns (aka BPMN4SCA), principally on the Oracle BPMN/SOA platform.  He has nearly 27 years of experience in providing IT consulting services to both private and public sector clients.  He has an MBA from Duke University?s Fuqua School of Business.
Mohamed Keshk has been working with Semantic Technology since 2001, and Model Driven Architecture (MDA) since 2005. His most recent work focuses on bridging the gap between semantic technology and metamodel-based standards such as UML2 and BPMN 2.0, including the first ontology-based query engine for BPMN 2.0, based on XMI metamodel. As Sr. Semantic Architect, Mohamed is testing the engine in a production environment to let users instantly retrieve information in a model repository.


Model-BPMS Roundtripping , Jakob Freund, camunda services GmbH 

While BPMN 2.0 has achieved success at standardizing process modeling, executable design is still highly proprietary and vendor-driven. It is relatively easy to copy a process model from one vendor?s modeling tool to another, but there is no open, cross-vendor implementation platform for BPMN 2.0 business processes. This is different from the Java-World, which includes open middleware platforms for messaging, transaction processing and web services. We believe that the Java Platform of the future will provide a BPMN 2.0 process engine as a similar infrastructure service to applications. Our project camunda fox BPM platform delivers this vision and technology today, and provides BPMN roundtripping between any BPMN 2.0 compliant modeling tool and our process application development toolstack.

Jakob Freund has profound experience in BPM projects, especially in the area of strategic BPM, process modeling, and business-IT alignment. He is author of several books, founder of and gives lectures at the university of applied science in Zürich and Bern.


BPM for Mobile , Mobile for BPM, Scott Francis, BP3 Global, Inc.  

Mobile frameworks have no notion of process, while BPM solutions lack a ?sense? of mobile. A mobile BPM solution is more than a task list or activity stream. BP Mobility enables customized, purpose-built native mobile apps that understand the process. Our approach is essentially the opposite of what the major BPM vendors are doing. Instead of one general-purpose app, we are creating custom, purpose-built apps that yield better enablement, adoption, and ROI over time. Process-specific REST APIs allow mobile app developers to build richer applications while Business Process designers are able to incorporate mobile features into their process designs ? location, social, or media.

 Scott Francis is CTO and Co-Founder of BP3, a specialist firm focused on accelerating process innovation for customers, where he has helped customers deploy 100?s of processes to production. Scott has previously spoken at a several conferences, and is the primarily author of BP3?s blog.


Social and Mobile Computing for BPM and Case Management , Rhonda Gray, OpenText 

Social collaboration features must be integrated within BPM and Case Management solutions and be accessible to users whether working at their desk or on a mobile device.  OpenText Touch lets knowledge workers receive updates on followed processes, cases, tasks, and users via event streams, submit tasks and approvals via a mobile device, access all case information, and retain the event stream as a part of the case or process history.  It is an independent cloud-based mobile and social application integrated with BPM and Case Management, which is different than making BPM or Case Management social or mobile enabled. Touch also supports multi-tenancy and offline requirements.

Rhonda Gray is part of the OpenText product management team that focuses on advancing OpenText?s leadership position in BPM and Case Management.  A pioneer in the process management space, Rhonda has been a product manager for BPM products since the late ?90s. Prior to her product management roles, Rhonda held technical and management positions in software development and customer support.


Connecting BPM to Social Feeds Improves User Adoption, Miguel Valdes Faura, BonitaSoft

Many BPM software vendors have added social capabilities to their products recently. To insure full adoption of “Social BPM”, it is important to connect BPM to social media, not the other way around. This means providing connectivity to mainstream Enterprise Social Media Platforms such as Salesforce Chatter, or to other social media like Twitter, Facebook or Google Talk.  In this demo, we?ll show how social features can improve a business process, using Chatter to send task notifications during process execution, and how to integrate community contributed social media connectors into Bonita Open Solution.

Miguel Valdés-Faura, Chief Executive Officer and Co-Founder. Miguel leads the charge in BonitaSoft?s mission: to democratize Business Process Management (BPM), bringing powerful and affordable BPM to organizations and projects of all sizes. Miguel founded the Bonita project in 2001, with the vision that BPM would become mainstream in every company’s IT portfolio. Prior to BonitaSoft, Miguel led R&D, pre-sales and support for the BPM division of Bull Information Systems. Miguel is a recognized thought-leader in business process management and passionate about open source community building.  Miguel holds a degree in Computer Science from the URV and a Master’s degree from Nancy and Metz Universities.


Model-Driven Generation of Social BPM Applications, Emanuele Molteni, WebRatio 

WebRatio makes it easy to generate social BPM web applications from graphical models.  In our demo, a company collects feedback from social networks regarding a prospective new product. The product manager posts on Facebook invitations that include a link to the new product page, and collects feedback as Facebook likes and comments. The system aggregates the comments and makes them available to the internal business process. The process logic is defined in BPMN, and process activities are modeled in WebML, a graphical modeling language that defines the user interface, data connections, and business logic by connecting widgets in a diagram.

Emanuele Molteni began his career in WebRatio in 2002 as an analyst/developer and then as Project Manager. Over the years he has increasingly dedicated himself to pre and post sales services. From 2008 until 2011, he assumed the role of Head of Customer Services. From 2012, he is the Chief Product Officer and Director of Product Business Unit.


Social Process in the Cloud with Facebook, Joel Garcia, TidalWave Interactive

TidalWave provides BPM infrastructure for emerging technology models based on cloud, mobile and social media.  The presentation shows how TidalWave Process Manager lets organizations host business processes in the cloud seamlessly integrated with the Facebook application platform, enabling them to “do business” with fans and customers on social media network platforms. Facebook users become full participants in cloud-based consumer-oriented processes such as making a sale, collecting payment, providing customer service, eliciting feedback, and scheduling appointments.  We will demonstrate our BPM development tools working together with our “TidalWave for Facebook” social media development environment working together.

Mr. Garcia manages the daily operations of the company as well as performing the Chief Technology Officer (CTO) function. Prior to TidalWave, he was Vice President of Engineering at LiveVox, a leading SaaS provider of hosted contact centers in San Francisco. In 2006, Mr. Garcia co-founded Med-Vantage in San Francisco where he served as Vice President of Engineering and IT before the company was acquired by IMS Health.


Conference Program – March 21

Goals in the Process Continuum: from BPM to ACM and Beyond , Dominic Greenwood, Whitestein Technologies and Dan Neason, Living Systems Technologies.

Realizing success with BPM, ACM, and similar technologies requires bridging the chasm between business execution and process automation.  In business execution, goals provide an essential beacon guiding decisions and activities, yet in process automation business goals rarely control process execution. Using the Living Systems Process Suite from Whitestein Technologies, this demonstration will show the how to connect goals at the business execution level to goals at the process automation level.  The resulting solutions become highly agile and event-driven, able to dynamically adjust execution, ensuring the alignment of all resources (people, processes, information) toward organizational goals.

Dr. Dominic Greenwood is Group Chief Operating Officer with Whitestein Technologies AG, a Swiss company with process management, logistics, and telecommunications products employing goal-oriented real-time optimization.  Dr. Greenwood is an IT business and technology leader with 15 years of experience in bringing the latest technology innovation to bear on enterprise software products across several industry sectors including financial services, logistics, telecommunications, and energy.


Visual Analytics and Smart Tools , Robert Shapiro, Process Analytica 

We describe an approach to process improvement based on an integrated set of toolkits for modeling, simulating, analyzing and optimizing processes. Visual representations across the toolkits are synchronized and provide multiple perspectives exposing the behavior of a complex process and the root causes of that behavior.  The approach, ?Visual Analytics?, is an interactive method for process improvement. As such, the ability to conduct experiments and rapidly compare and navigate between views is essential.  We demonstrate the integrated toolkits and show the multiple perspectives that facilitate continuous process improvement. Specialized views and algorithms are provided for semi-automatic and goal-directed optimization.

Robert Shapiro is SVP:Research for OpenText and chairman of ProcessAnalytica. He founded CapeVisions and developed Analytics and Simulation software used by FileNet/IBM, Fujitsu, PegaSystems and Global360. Robert has been instrumental in the creation and evolution of XPDL and BPMN. He is currently chair of the WfMC Technical committee.


KPI Risk Assessment , Manoj Das, Oracle 

In many scenarios, such as in Call Center, business users want to be alerted if a KPI threshold has not yet been violated but is at risk because the KPI has been trending up.  Oracle BPM?s BAM Composer allows non-technical business users to create temporal  BAM queries including trending measures.  Through simple point-click selection in a browser window, BAM Composer automatically generates the complex CQL statement implementing the business query.  It also supports creation of mashups combining strategic BI data with operational BAM data and external sources.

Manoj is Vice President of Product Management at Oracle, responsible for Oracle?s BPM Suite of products including BPM, BAM, and Business Rules. He is a co-author of ?Getting Started with Oracle BPM Suite 11gR1 ? A Hands-On Tutorial?, the soon to be published ?Oracle BPM Suite 11g Handbook?, and other books.  Manoj has a BS in Computer Science from IIT Kanpur and MBA from UC Berkeley. He has held senior Product Management, Development Management, and Product Development positions at Oracle, Siebel, Mentor Graphics, and others.


Operational Process Intelligence for Real-Time Business Process Visibility , Thomas Volmering and Patrick Schmidt, SAP

SAP Operational Process Intelligence, a complementary solution to Business Process Management, provides operational decision support for line-of-business users to gain contextualized real-time process visibility across ?big? end-to-end business processes ? by value, velocity, variety and volume. Through SAP HANA, it correlates process logs across both SAP data sources, including Business Suite, Business Workflow, NW Process Orchestration, NW PI (B2B) and NW BPM, and non-SAP data providers, on-premise and on-demand. provides state-of-the-art business user experience for process owners and managers as it tracks performance end-to-end.  It detects weak spots and critical situations based on pre-defined measures and indicators, identifying trends and allowing integrated decision support.

Thomas Volmering is currently Chief Product Owner for Business Process technology at SAP, including SAP NetWeaver BPM, NetWeaver BRM, and Operational Process Intelligence (powered by SAP HANA). He has worked at SAP for 13 years in different roles in Product Management, Solution Management and Development. Thomas has a degree from the University of Heidelberg, Germany in Linguistics, Computer Linguistics, English and German Philology.
Patrick Schmidt is Vice President heading the Business Process Management unit at SAP, responsible for SAP NetWeaver BPM, NetWeaver BRM, and Operational Process Intelligence (powered by SAP HANA). Since joining SAP in 1994, he has workedin various roles in development (from developer to program lead) before he started leading larger organizations.  Patrick holds a degree in Business and Computer Science of the Karlsruhe Polytechnic, Germany.


Fully Exploiting the Potential of BPM in the Cloud , Carl Hillier, Kofax 

Kofax TotalAgility is a BPM and Dynamic Case Management platform that enables organizations to achieve significant operational gains through better management of unpredictable processes. More efficient, flexible and better-executed business processes mean lower costs plus greater and earlier ROI. Designed from the ground up to fully exploit the capabilities of Microsoft’s Windows Azure Cloud platform, Kofax TotalAgility helps customers realize the full potential of Cloud-based deployments. Kofax TotalAgility enables customers to rapidly provision the platform upon which BPM solutions are built.  It accelerates the speed of deployment through ease of use and preconfigured integration with Microsoft and non-Microsoft infrastructure components.

Carl Hillier is a Senior Director of Product Marketing at Kofax Inc., responsible for Product Marketing and Strategy for BPM and Cloud Computing.  With over 20 years of experience, he has held avariety of management positions in Europe and the US such as Fujitsu and FileNet Corp. (now IBM).


The Decision Model , Larry Goldberg, Knowledge Partners International, and Tomer Srulevich, Sapiens

Sapiens and KPI are jointly introducing DECISION, powered by The Decision Model.  DECISION presents a new way of modeling and maintaining Business Logic, what was formerly called ?business rules?.  Instead of one rule at a time, The Decision Model groups the rules into structures that can be understood, communicated and managed at enterprise scale.  Implementing DECISION with BPMS greatly enhances the practice of Business Process Management and makes your BPMS (and BRMS) tool shine!

Larry Goldberg is Managing Partner of Knowledge Partners International, LLC (KPI), with over thirty years of experience in building technology based companies focused on rules-based technologies and applications in healthcare, supply chain, and property & casualty insurance. Larry is co-author of The Decision Model: A Business Logic Framework linking Business and Technology and co-editor of The Business Rule Revolution: Running the Business the Right Way.  Prior to Joining KPI, Larry was Senior Vice President at Sapiens International.
Tomer Srulevich is EVP Sales and Operations at Sapiens DECISION.  He was formerly Vice President Professional Services and Business Development at Sapiens.


BPM for the Internet of Things , Troy Foster and Tom Debevoise, Bosch

A Remote Service Portal is implemented as a BPMN process receiving and acting on events triggered by aggregated data from physical sensors monitoring factory operations.  Incidents generated by the events are handled by BPM users, who can take remedial action immediately, schedule preventive maintenance, or take other actions.  A KPI dashboard provides drilldown views of factory operations.

Tom Debevoise is a Senior Director of Bosch Software Innovations. He is an executive technologist with 20+ years experience as a BPM/Business Rules architect  and consultant. He has specific business rules experience in the fields of physical sercurity, supply chain management, petroleum, and health care.   Tom’s recent book is  ?A Microguide to Process Modeling in BPMN? (2011).
Troy Foster is the CTO of Bosch Software Innovations for the Americas. Prior to joining Bosch, Troy held product management and technology roles at IBM, VMware (EMC), BroadVision, Sun Microsystems, and Raytheon. He has over 18 years of experience in enterprise software, where his focus has been on e-commerce, business process management, business rules management, enterprise content management, Internet and mobile technologies and cloud computing. Troy has an MBA from the Kellogg School of Management at Northwestern University, an MS in Computer Science from DePaul University and a BA in Accounting and Spanish from North Central College.


Performing Collections of Activities as Means to Business Ends , Denis Gagne, Trisotech 

Depending on the organization?s type of business and desired operational model, daily activities may be performed with emphasis to simply get things done, do things right, or do the right things.   To support most operational models, both prescriptive and descriptive process definition frameworks are required.  In this presentation will show how prescriptive or descriptive collections of activities can be captured using standard notations (e.g. BPMN, CMMN).

Denis Gagné is a member of the Workflow Management Coalition (WfMC) Steering Committee, chair of the Business Process Simulation Working Group (BPSWG), and the co-Editor of the XPDL 2.2 process definition standard.  M. Gagné was the team lead for the BPMN Diagram Interchange (BPMN DI) portion of the BPMN 2.0 standard and is currently a member of the BPMN 2.1 Revision Task Force and the Case Management Model and Notation (CMMN) submission team. Gagné is the driving force behind, a free online resource providing access to BPM, Change Management, Process Improvement, Lean and Six Sigma resources.


Event-Driven Rules-based Business Processes for the Real-Time Enterprise , Dave Duggal, EnterpriseWeb 

Today?s information-workers are not well supported by yesterday?s process technologies.  Modern processes need to flexibly organize the right people, information and capabilities around a Task. The EnterpriseWeb is an intelligent, event-driven, rules-based process platform that can personalize tasks, make recommendations and proactively guide compliance based on business context. The EnterpriseWeb leverages a Web-style (REST) architecture to enable dynamic applications that are highly interactive, adaptable and scalable like the Web itself. Its plug-in architecture is logically multi-tenant and horizontally scalable so it?s an ideal application layer for public and private Clouds.

Dave Duggal is co-founder and Managing Director of EnterpriseWeb LLC (  Dave is a proven business leader with a 20-year history of building, growing and turning around companies. The outspoken entrepreneur has been interviewed on Dateline NBC and presented at TED6. Author of several academic papers on web-style software architecture and a co-inventor of the patent pending software framework, Dave is an outspoken proponent of next generation business processes.


Malleable Tasks and ACM , Helle Frisak Sem, Computas AS 

We will demonstrate MATS, an award-winning ACM solution powered by Computas FrameSolutions for the Norwegian Food Safety Authority.  Task definitions are steps linked by a shared domain model and dynamic conditions. While workflow corresponds to the “passing of the baton”, task support is the actual live functionality offered to the knowledge worker when he receives the baton, the dynamically available steps of the task definition. A plan corresponds to a loosely ordered set of task definitions, each possibly having several steps. The malleability of the tasks results in malleable plans:  the result (or side-effect) of performing a particular task may be invoking another task.

Dr. Helle Frisak Sem is a Chief Architect in Computas, specializing in solution architecture and requirements engineering. With more than 20 years of experience, Helle leads functional teams towards the realization of operational ACM solutions, in collaboration with customer and user. From a background in research and education, Helle combines deep technical knowledge with experience on how customers’ problems may be met by an operational solution. Helle is the functional architect behind the MATS solution and a main contributor to Computas FrameSolutions.


Antifragile Systems for Innovation and Learning Organizations, Keith Swenson, Fujitsu America Inc.

What does it take to make an antifragile system for supporting innovative work? Fragile systems break when unexpected things happen. Robust systems remain stable in the face of uncertainty. Antifragile systems actually get better due to the occurrence of unpredictable things. A good human organization is antifragile because it gets stronger in the face of a challenge, but how then can we make systems to support this? IT systems in the past have been blamed for calcifying aspects of an organization, making it harder to change. How can we apply the Cynefin framework of knowledge management: known, knowable, complex and chaos? While many systems are designed to be “fail-safe” how can systems be designed around “safe-fail” principles in order to allow for learning? How do we support innovation and creative work which cannot be predicted in advance? Attention in the 20-teens has turned to how learning organizations can be supported, and the next step in BPM will certainly be in these directions.

Keith Swenson is Vice President of Research and Development at Fujitsu America Inc. He is known for having been a pioneer in collaboration software and web services, and has helped the development of many workflow and BPM standards. He is currently the Chairman of the Workflow Management Coalition. In the past, he led development of collaboration software at MS2, Netscape, Ashton Tate and Fujitsu. In 2004 he was awarded the Marvin L. Manheim Award for outstanding contributions in the field of workflow.  His blog is at