ACM Live: IBM, David Caldeira

David Caldeira
The Texas Office of the Attorney General’s Crime Victim Services Division provides victims of violent crimes a means to apply for eligibility for the Crime Victims’ Compensation Program, which pays medical and other bills related to the crime.
Dated system was close to failure, which would have negatively impacted victim’s claim processing as well as legislative mandated measures, putting federal funding in jeopardy.
Work unpredictability was burdensome to existing system of manual processes.


Implementation & Innovation
Initiates pre-defined and ad hoc tasks, with email or workflow notifications supporting work unpredictability
Provides for improved reporting, content analytics and trend analyses relative to the nature of the crime victim services required
Starts cases without all required information, allowing the jumpstart of an investigation
Leverages business rules to drive the assignment of cases, including staff availability, case type, and degree of relatedness


Benefits
Enhances the speed and quality of case outcomes by tailoring work to the way Knowledge Workers worked
Improves allocation and utilization of resources because the system provides a 360 degree view of the work processes and workload status
Offers better reliability, security and lower long term operating cost through cloud-hosting
Platform approach lends itself to next phases: mainframe replacement and social networking


Technology
IBM Business Partner – Adjacent Technologies Inc.
IBM Case Manager platform
Jun 25 2013
18 mins
ACM Live: IBM, David Caldeira
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  • 2014 Architecture & Process: The Business Architecture Virtual Summit Recorded: Feb 27 2014 360 mins
    Produced jointly by BPM.com and Business Process Incubator, the Business Architecture Virtual Summit is the first event of its kind, designed to specifically to understand and evaluated tools and methods for Enterprise Modeling, Business Architecture, and Process Analysis.

    The Summit combines expert-led sessions with 30-minute capability demonstration from leading participating tool providers.

    Why You Should Attend:
    • Learn the most up-to-date strategies, techniques, and technologies for successful Enterprise Modeling, Business Architecture, and Process Analysis.
    • Gain first-hand knowledge of the transformation success stories and current initiatives underway within Fortune 500 and Global 2000 firms.
    • Find new opportunities and partners for succeeding with business transformation
    • Gain actionable information for enabling continuous process improvement.

    BONUS:
    All participants will receive a copy of the “Enterprise Modeling and Business Architecture Buyer’s Guide” to be released during the Virtual Summit.

    Who Should Attend:

    Architecture & Process is defined foremost for Enterprise Architects and Program Managers, as well as Business Process Architects, Operations Managers, IT Strategists, and Business Analysts. Participants will be involved in managing business operations, defining enterprise architecture, as well as standards definitions, policy making and business process management initiatives. Previous participants were split between government, defense and Fortune 500 companies.
  • Dennis Wisnosky FIBO Recorded: Feb 19 2014 20 mins
    Dennis Wisnosky FIBO
  • Smarter Processes Lead to Smarter Decisions Recorded: Feb 6 2014 61 mins
    Smarter Processes Lead to Smarter Decisions:
    How to Bring Information Together to Drive Better Business Outcomes

    Join BPM.com’s Nathaniel Palmer with guest Bill Galusha in a fast-paced and spirited conversation examining how businesses are developing smarter processes that bring awareness and analytics to the decision making, to address the untamed processes that cross departmental boundaries, involve humans, and interact with core systems.

    The interactive panel will detail a series of best-of-class examples where smarter processes are being developed that are fueled by the need to deliver content rich experiences to both employees and customers. We will specifically address how intelligently understanding and correlating relevant information with a business activity can provide users with context, guidance, and the ability to make smarter decisions.

    As a well-tested proof-point for these benefits, a series of case studies will be examined highlighting working examples where businesses are transforming how work gets done using modern, collaborative applications.


    Who Should Attend:

    - Program Managers Looking for Better Business Outcomes and Less Risk

    - IT Leaders Tasked With Delivering Applications to Business Units

    - Operations Managers Responsible for Meeting Customer Expectations

    - Others Interested in Successful Applications of Dynamic Case Management
  • Achieving Customer-Excellence With Adaptive Case Management and Goal-driven BPM Recorded: Jan 30 2014 60 mins
    Realizing success with BPM, 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.

    This session will illustrate how goal-driven BPM and Adaptive Case Management is today used by UBS Wealth (a division of UBS Bank considered to be the world's largest manager of private wealth assets, operating in more than 50 countries) to enhance their global operations with client-centric collaboration, operational visibility, adaptive process improvement, through the 'PM1' portfolio management suite built with the Living System's Process Suite (LSPS) from Whitestein Technologies.

    The case study based demonstration, a winner of the 2013 Global Excellence in Case Management Awards, 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.

    Demonstrated will be how the application of Adaptive Case Management and Goal-driven BPM can be leveraged to address the inherently dynamic nature of customer-centric processes, requiring in coordination with events and situational change in order to adapt in real-time to a goal-focused execution path.
  • Collaborative Case Management With Goal-Oriented Process Intelligence Recorded: Dec 17 2013 50 mins
    Intelligent Business Process Suites (iBPMS) have by now moved far beyond addressing niche cases to become the platform of choice for building entire business applications. The beauty of this approach is that it combines data and process management with intelligent decision support and mobile/social collaboration through model-driven development. The key to achieving this is a complete development approach that supports the creation of applications that are innately flexible and intelligent.

    In this Webinar, Dominic Greenwood, COO of Whitestein Technologies, will describe the use of goals to imbue process applications with clarity, purpose, and agility. He will show processes that combine structure and agility, blend flow and event based logic, are guided by goal-oriented strategic governance, use social collaboration to influence decision making, and demonstrate embedded interactive analytics. The scenario will be drawn from a study performed for the 2013 iBPMS Expo.

    The platform used to build the showcase is the Living Systems Process Suite from Whitestein, an advanced iBPMS that harnesses the power of intelligent software agents to control and guide the execution of generated process applications. The tool suite offers an elegant goal driven approach that simplifies design and produces scalable enterprise quality software applications that are controllable by business, and able to evolve with a changing organization to achieve long term sustainability.
  • Architecture & Process: The Business Architecture Virtual Summit Recorded: Dec 11 2013 259 mins
    Produced jointly by BPM.com and Business Process Incubator, the Business Architecture Virtual Summit is the first event of its kind, designed to specifically to understand and evaluated tools and methods for Enterprise Modeling, Business Architecture, and Process Analysis.

    The Summit combines expert-led sessions with 30-minute capability demonstration from leading participating tool providers.

    Why You Should Attend:
    • Learn the most up-to-date strategies, techniques, and technologies for successful Enterprise Modeling, Business Architecture, and Process Analysis.
    • Gain first-hand knowledge of the transformation success stories and current initiatives underway within Fortune 500 and Global 2000 firms.
    • Find new opportunities and partners for succeeding with business transformation
    • Gain actionable information for enabling continuous process improvement.

    BONUS:
    All participants will receive a copy of the “Enterprise Modeling and Business Architecture Buyer’s Guide” to be released during the Virtual Summit.

    Who Should Attend:

    Architecture & Process is defined foremost for Enterprise Architects and Program Managers, as well as Business Process Architects, Operations Managers, IT Strategists, and Business Analysts. Participants will be involved in managing business operations, defining enterprise architecture, as well as standards definitions, policy making and business process management initiatives. Previous participants were split between government, defense and Fortune 500 companies.
  • State of the BPM Market Update: Spotlight on Invensys Skelta Recorded: Oct 31 2013 60 mins
    PLEASE NOTE: IF YOU CANNOT ATTEND DURING THE SCHEDULED TIME, SIMPLY CLICK "ATTEND" AND YOU WILL BE NOTIFIED OF THE REPLAY AS SOON AS IT'S AVAILABLE.

    The last 12 months of BPM market has seen more changes, innovation and new development than any time in the past decade (perhaps even the prior decade combined). Driven by a mix of sector consolidation, M&A transactions, and new market entrants, the shifting sands of the BPM market landscape have been radically altered such that it is virtually unrecognizable from just a few years ago.

    In this fast-paced and interactive session, Nathaniel Palmer will provide a spotlight on the key BPM Megatrends, including an analysis of the shifting landscape and resulting market consolidation. He will present the State of the BPM Market for 2013-2014, including current trends, considerations for adoption, and what the next 12 months means for any organization currently using or otherwise contemplating BPM. In addition, Nathaniel will provide facilitate a conversation with executives from Invensys Skelta, one of the world’s largest automation software providers, and now one of the most visible emergent players in the new BPM landscape.

    Participants We Learn:

    • BPM Industry Megatrends, Including the Shifting Landscape and Market Consolidation

    • Considerations for Adoption and What the Next 12 Months Means for BPM

    • How and Why the BPM Market is Moving Towards More Comprehensive Platforms

    • How BPM is Being Leveraged Inside Leading Firms

    About the Speakers:

    Nathaniel Palmer is VP and CTO of BPM, Inc. and Executive Director of the WfMC. Previously Nathaniel had been the BPM Practice Director of SRA International, and prior to that Director, Business Consulting for Perot Systems Corp, and Delphi Group as VP and CTO.
  • Strengthen Organizational Agility with the Latest Advances in Case Management Recorded: Oct 24 2013 62 mins
    Learn first-hand strategies for how can you keep your organization running at peak efficiency.

    Best-selling author and industry thought leader Keith Swenson will explain how to apply best practices and new tools to help increase productivity while improving the agility of your entire organization.

    You will learn how traditional approaches to designing information systems for knowledge work have been rendered ineffective in the face of an increasingly mobile and dynamic business environment, where knowledge workers must contend with the unpredictable nature of business.

    Topics include:

    • The Dramatic Shift in the Nature of Work and What it Means to You

    • How to Assess the Value of Knowledge Work

    • The Right Way to Identify Pitfalls and Challenges for Knowledge Workers

    • How to Leverage the Latest Advances in the Field of Case Management, and Why Adaptive and Production Case Management are so Different

    • Connecting Case Management with Emerging Trends in Enterprise Architecture

    About Keith Swenson:

    Keith Swenson is a pioneer and thought leader in the Business Process Management and Case Management market space, and continues to actively contribute to the development of important BPM industry standards. He is currently the Chairman of the Workflow Management Coalition (WfMC), as well as serves on the IEEE Process Mining Task Force, and is VP of Research and Development for Fujitsu America.

    In 2004 he was awarded the Marvin L. Manheim Award for outstanding contributions in the field of workflow. He was the lead author of "Mastering the Unpredictable" the ground-breaking book which first introduced the concept of Adaptive Case Management and reached #2 on the Amazon.com Best Sellers List, as well as the follow text "Taming the Unpredictable"
  • State of the BPM Market: Spotlight on OpenText Acquisition of Cordys Recorded: Sep 26 2013 62 mins
    The last 12 months in the Business Process Management (BPM) market has seen more changes, innovation and new development than any time in the past decade. Among the most pronounced trends is the sea-change from vertical “stacks” to more comprehensive BPM platforms, with data-driven capabilities able to support the full spectrum of process execution styles. This is rapidly expanding the envelope for new areas of knowledge work addressable by BPM, often in areas previously thought of as out of reach.

    As the first of a three-part series, Nathaniel Palmer will present the state of the BPM market for 2013-2014, including current trends, considerations for adoption, and what the next 12 months mean for any organization currently using or otherwise contemplating BPM. Additionally, one of the most talked about recent events in BPM was the August 2013 acquisition of Cordys by OpenText. In Part I of this series, Nathaniel will provide a spotlight on this event within the context of the industry and how it fits within the current market direction. Nathaniel will also facilitate a presentation by executives involved with both firms to discuss the nature of the acquisition, and what this means for their customers going forward.
  • ACM Live and Case Management Awards Recorded: Jun 27 2013 217 mins
    ACM Live takes a deep look at the forces and players driving the development of an entirely new approach to dealing with the convergence of the most important challenges and opportunities facing your organization: Adaptive Case Management.

    Agenda:

    11:00-11:30 am: Nathaniel Palmer, WfMC Executive Director and Industry Analyst

    11:30-12:00 pm: Keith Swenson, WfMC Chairman, "The Seven Domains of Predictability" describing the seven domains of process technology where different approaches to supporting process are laid out according to the predictability of the underlying business problem.

    12:00pm - 2.00pm: Case Study Presentations by Selected Finalists

    2:00pm: Announcement Ceremony of the 3rd Annual Global Excellence in Case Management Awards

    Drawing from a worldwide community of entries, this awards recognizes best practices and superior results from case management deployments in the areas including customer facing and public sector initiatives, legal and courts support, healthcare and medical environments, as well as gains in knowledge worker innovation.
  • ACM Live: IBM, David Caldeira Recorded: Jun 25 2013 18 mins
    The Texas Office of the Attorney General’s Crime Victim Services Division provides victims of violent crimes a means to apply for eligibility for the Crime Victims’ Compensation Program, which pays medical and other bills related to the crime.
    Dated system was close to failure, which would have negatively impacted victim’s claim processing as well as legislative mandated measures, putting federal funding in jeopardy.
    Work unpredictability was burdensome to existing system of manual processes.


    Implementation & Innovation
    Initiates pre-defined and ad hoc tasks, with email or workflow notifications supporting work unpredictability
    Provides for improved reporting, content analytics and trend analyses relative to the nature of the crime victim services required
    Starts cases without all required information, allowing the jumpstart of an investigation
    Leverages business rules to drive the assignment of cases, including staff availability, case type, and degree of relatedness


    Benefits
    Enhances the speed and quality of case outcomes by tailoring work to the way Knowledge Workers worked
    Improves allocation and utilization of resources because the system provides a 360 degree view of the work processes and workload status
    Offers better reliability, security and lower long term operating cost through cloud-hosting
    Platform approach lends itself to next phases: mainframe replacement and social networking


    Technology
    IBM Business Partner – Adjacent Technologies Inc.
    IBM Case Manager platform
  • ACM Live: Fleet One Case Study Recorded: Jun 24 2013 17 mins
    WEX Fleet One nominated by 4Spires

    • Midsize company provides vehicle fleets with fuel cards and financial services
    • Marketing department struggling with coordinating activities across 9-person team
    • Keeping track of dozens of ongoing/overlapping deliveries
    • Searching for two years to find a tool to support collaboration dependencies

    Implementation & Innovation:
    • Structured, but flexible coordination of multiple deliveries against tight deadlines
    • Knowledge workers make and track commitments through delivery
    • Easy linking of task dependencies
    • Seamless integration with pre-existing CRM and document management system.
    • Self implemented within 30 minutes; 15 users handling dozens of deliveries/month; “100% user commitment” to new practices

    Benefits:
    • Visibility across all projects by whole team
    • Improved coordination and on-time deliveries
    • Improved efficiency and execution
    • Clear accountability and follow up
    • New work practices support making and keeping explicit delivery agreements

    Technology:
    • CommitKeeper software provided by 4Spires
    • Implemented on Salesforce.com platform
  • ACM Live: DOT South Africa Case Study Recorded: Jun 24 2013 18 mins
    Situation:
    Department of Transport oversees all modes of transportation throughout the Republic of South Africa. Each branch of the Department had developed its own silo's for case and document management processes. Primary documents weren’t always captured, workflows weren’t well defined or complied with, cases and documents couldn’t be tracked throughout the process, and records often weren’t retained for later access Department embarked on an organization-wide initiative to centralize and standardize all document capture, case management and records management, with the ability to track and trace cases and to ensure workflow compliance.


    Implementation & Innovation:
    • Cases are initiated and automatically forwarded to the appropriate employees or public officials for review and approval
    • Guidance and timelines are incorporated into the case workflow
    • Using employee profiles and sophisticated work queues, skills-based routing of cases expedite and improve decision making
    • Visibility extends across all five branches and 12 agencies of the Department

    Benefits:
    • Significantly increased efficiencies of managing critical DoT proposals and memoranda, speeding response times from weeks to a few days
    • 80% of document recipients comply with timeframe requirements
    • Enables government compliance with Government Minimum Information Standards and national Archives Act

    Technology:
    • EMC Corporation
    • EMC Documentum xCP, EMC Captiva
  • Getting Started With BPM: Where Do We Go Now? Recorded: Jun 4 2013 64 mins
    Are you facing any of these situations?

    • You’ve bought BPM technology, but are not sure how or where to get started?

    • You got off to the wrong foot on BPM processes. Now how do you fix that?

    • You’ve done process modeling of the As-Is processes? What do you do next?


    Join us for an insightful and informative look at how to get started on the right path, and how to quickly correct if you didn’t, with Business Process Management.

    This workshop will address these three use cases and help you figure out what to next. For each scenario, the workshop will address:

    1. What’s most important here?
    2. How do you engage executive sponsorship in the discussion and gain their commitment?
    3. How can metrics help us make the point?

    Learn best practices to get off to the right start. Use practitioner tips to refocus your BPM effort. Select and engage the right executive sponsor and process owner for support and success. Use joint model-driven process models to provide momentum for the BPM efforts.
  • Smart Process, Smart Apps: How to Reduce Risk and Drive Better Business Outcomes Recorded: May 29 2013 45 mins
    Join BPM.com’s Nathaniel Palmer in a fast-paced and spirited conversation examining how dynamic case management is being used to facilitate collaboration, support content-centric processes, enforce information governance, as well as reduce risk and drive better business outcomes.

    The interactive panel will detail a series of best-of-class examples where dynamic case management has measurably improved the performance of work and the quality of decisions. We will specifically address how tying operational policies and business terms to program execution can offer both a 360-degree view of active contract terms and obligations, as well as operational visibility into inefficiencies and workload distribution.

    As a well-tested proof-point for these benefits, a demo of the Beach Street Contracts Lifecycle Management (CLM) solution will be presented. This working example will show how a dynamic case management platform can be leveraged for building modern, collaborative applications.

    Who Should Attend:

    Program Managers Looking for Less Risk and Better Business Outcomes

    IT Leaders Tasked With Ensuring Better Information Governance

    Operations Managers Responsible for Ensuring Compliance With Contractual Obligations

    Anyone Interested in Successful Applications of Dynamic and Adaptive Case Management
  • Dynamic Case Management: Seeing Results, Now! Recorded: Mar 28 2013 61 mins
    In this session led by leading expert and best-selling author Nathaniel Palmer, you will learn not only why Dynamic Case Management (DCM) is at the heart of IT transformation, where cloud, mobile and social computing intersect – but also how to get started for immediate results.

    The converging trend lines across Social, Mobile, and Cloud computing have radically altered knowledge workers’ expectation for how and where work is performed. The new model is “any device, anywhere” – not only portable, but always connected to the cloud.

    Today’s knowledge workers demand adaptable environments to collaboratively leverage their experience and subject matter expertise – and capable of adapting in real-time. One of the most promising approaches is DCM.

    DCM as emerged at the most promising platform for enabling work to follow the workers, virtually integrating resources from existing systems with new content and context, capturing events and providing access to these wherever work is performed.

    What You Will Learn:

    - Why Empowering Knowledge Workers is the Management Challenge of the 21st Century

    - Where Cloud, Big Data, Mobile and Social Intersect With Dynamic Case Management

    - How to Get Start With Dynamic Case Management, Today

    About the Presenter: Nathaniel Palmer
    A noted author, practitioner and one of the early originators of Dynamic Case Management, Nathaniel Palmer has been the Chief Architect for some of the industry's largest projects, involving investments of $100 Million or more. He is the Editor of BPM.com, as well as the Executive Director of the Workflow Management Coalition, and co-author of a dozen books on case management and business transformation. He has been featured in media ranging from Fortune to The New York Times, as well as a featured expert 
on National Public Radio. He frequently tops the lists of the most recognized names in his field, and was the first individual named as "Laureate in Workflow".
  • bpmNEXT 2013: Visual Analytics and Smart Tools Recorded: Mar 22 2013 23 mins
    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.
  • bpmNEXT 2013: Antifragile Systems for Innovation and Learning Organizations Recorded: Mar 21 2013 24 mins
    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 http://social-biz.org/.
  • bpmNEXT 2013: Malleable Tasks and ACM Recorded: Mar 21 2013 22 mins
    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.
  • bpmNEXT 2013: Event-Driven Rules-based Business Processes for the Real-Time Ent Recorded: Mar 21 2013 27 mins
    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 (www.enterpriseweb.com). 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.
Business Process Management
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