DAMA - Philadelphia / Delaware Valley Chapter

Serving the greater Philadelphia area, southern New Jersey, and the State of Delaware

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Program Schedule

Wednesday, March 15th, 2006 - Univ. Phoenix Philadelphia Campus

We hope you joined DAMA Philadelphia/Delaware Valley to hear

Terry Moriarty
President - Inastrol

The Business Behaviour Triad ™: Business Process, Rules and Knowledge

Together with

Jack Olson
CTO - Neon Enterprise Software

Managing Data for Long Retention Periods: Requirements & Challenges

Refreshments Sponsored By

The Presenters:

Ms. Moriarty, president of Inastrol, an information resource management consulting firm, has enjoyed a diverse career in Information Systems, from application programmer to business analyst to information strategic planner to business rule and data management architect. She has developed a methodology that integrates business process, business rules and business knowledge analysis within the metadata management environment to address major business concerns, such as Customer Relationship and Product information management. Her dynamic business models have been used as the basis of customer models for companies within the financial services and telecommunication industries.

Ms. Moriarty is the co-chairperson for the annual International Business Rules Forum. She has written articles for publications including The Data Administration Newsletter (www.TDAN.com), Intelligent Enterprise and Database Programming and Design and regularly speaks at industry conferences.

Enterprises conduct business through many different channels: stores, online, mail and telephone. While customers expect to achieve the same result regardless of the channel they choose, in reality, the customer experiences difference behavior and, often, different answers, based on the selected channel.

Organizations want consistent behavior. Yet, they often treat each channel as individual businesses, with their own business processes, business rules and information. Likewise, they often implement approaches to designing their business processes that are entirely separate from those used in developing their business rules and defining their information.

Business process, business rules and business knowledge management are so intertwined that separating them into separate activities almost guarantees that there will be gaps and discrepancies in handling core business events. If the business wants the customer experience to be consistent regardless of channel, then they must integrate how they manage the three aspects of their business modeling: processes, policies and rules, and knowledge.

The Business Behavior Triad™ is a business modeling and analysis methodology that integrates Business Process Modeling (BPM), Business Rules Approach (BRA) and Knowledge Management (KM) into a single discipline for prescribing business behavior.

The Business Behavior Triad addresses how:

business policies are articulated as business rules.

business processes are developed to enforce those business policies.

both business processes and business rules must be expressed using a common vocabulary.

that vocabulary provides the foundation of the enterprise’s knowledgebase.

the enterprise’s knowledgebase and business rules can be shared across the organization while allowing them to be specialized by product, market or channel.

business processes can be developed that meet the needs of each channel while enforcing the enterprise’s core business rules.

Jack Olson has worked for 35 years in developing commercial software. He has held a variety of software development capacities for IBM, BMC Software, Peregrine Systems, and Evoke Software. He is currently Chief Technology Officer for NEON Enterprise Software. Over his career he has made important contributions to technology in database, database management, and data quality areas. Jack has several patents attributed to him, published several technical articles and authored a book entitled "Data Quality: The Accuracy Dimension" from Morgan Kaufmann Publishers. Jack has a BS degree from the Illinois Institute of Technology and an MBA from Northwestern University.

Several events in recent years have changed the requirements for retaining data from operational databases to long periods of time. Required retention periods have ballooned to many years, and in some cases, to many decades. This coupled with the rapid rise in data volumes and the importance of providing archived data on demand many years after it is created, has surfaced the need for companies to build a solid practice for archiving and managing business data from their online operational databases. The presentation covers the basics of an archiving methodology and a number of topics that require special consideration in building a database archiving practice. Topics covered are application independence, metadata independence, data authenticity, change management, storage management, and access control.

SCHEDULE:

8:30 - 9:00 Registration

9:00 - 9:30 DAMA News

9:30 - 11:45 Terry Moriarty - The Business Behaviour Triad

11:50 - 1:00 Lunch - Pizza Provided!

1:00 - 3:00 Jack Olson - Managing Data for Long Retention Periods

3:15 - 3:30 DAMA Board - Wrap up and Highlights of the next Meeting

Last revised: February 27, 2006