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Sponsored by the Business Architecture Guild and the OMG Business Architecture Special Interest Group (BASIG)

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Business Architecture Innovation Summit – Day One
Tuesday, March 24, 2015

 
8:30 - 8:45 am Introduction and Welcome
Dr. Richard Mark Soley, CEO, OMG
Chairman and Chief Executive Officer of OMG, Executive Director of the Cloud Standards Customer Council, and Executive Director of the Industrial Internet Consortium, Dr. Soley also serves on numerous industrial, technical and academic conference program committees, and speaks all over the world on issues relevant to standards, the adoption of new technology and creating successful companies.
8:45 - 9:15 am Opening Address: Business Architecture State of the Practice Update
William Ulrich, President, TSG, Inc., President, Business Architecture Guild                     View PDF
Abstract: It has been an exciting year for business architecture. Deployment success is spreading across multiple industries, professional certification is becoming a reality, interdisciplinary work is proceeding in number domains, and the rapid maturation of the discipline is exceeding all expectation. This session will provide an update on the latest in state of the art and state of the practice of business architecture.

BIO: William Ulrich is a management consultant, mentor, author and workshop leader. He is President of TSG, Inc., President and Cofounder of the Business Architecture Guild, and Co-Chair of OMG Architecture-Driven Modernization Task Force

9:15 - 10:00 am Business-Driven Roadmaps, Funding & Initiatives
Diana Krohn, Principal Enterprise Architect, United Airlines                                              View PDF
Diane LeBeau, Director of Business Architecture, United Airlines  
Abstract: There is untapped opportunity in cross-functional business planning. Investments and benefits can be optimized by using capability based analysis to drive out roadmaps and initiatives. This session follows a United Airlines case study of piloting cross-functional business road mapping and IT initiative funding, highlighting the benefits and challenges of implementation. 

BIO: Diana Krohn is a Principal Business Architect at United Airlines. Diana assisted in establishing the company's first business architecture team in 2008. She is responsible for capability analysis, process modeling, portfolio analysis, road mapping, business impact analysis and business analyst competency development. Prior to her current assignment, Diana held positions in industrial engineering, business analysis, and process improvement, has a B.S. in Industrial Engineering from the Milwaukee School of Engineering and a member of the Business Architecture Guild's Advisory Board.

BIO: Diane Le Beau is the Director of Business Architecture at United Airlines. Diane established the company's first business architecture team in 2008. She is responsible for business capability and strategy alignment, transformation/merger activities as it relates to business readiness and impact analysis and portfolio and business Engagement. Prior to her recent position, Diane worked in operations, managing Customer Service at one of United's Hubs responsible for customer satisfaction, employee engagement and continuous improvement over three separate airport terminals.

10:00 - 10:15 am Break
10:15 - 11:15 am Architecture-driven Investment Planning
Rich d'Erizans, Senior Business Leader - Enterprise Architecture, MasterCard                               
Vijay Bhuvanagiri, Senior VP and Group Head, Enterprise Architecture, MasterCard                           View PDF
Abstract: Longer-term investment planning and road mapping, with a "big picture" perspective, is one of the key benefits of a business architecture-informed planning process. This is especially true as organizations become more services-based and interconnected making self-contained or "vertical" planning ineffective. In this session we will take you through our experience instituting long-term architecture-based roadmaps across key priority areas. We'll also present an illustrative roadmap example and talk about positive outcomes, what we learned, and what changes we're incorporating into our framework moving forward.

BIO: Rich d'Erizans is Senior Business Leader of Business Architecture at MasterCard. He leads MasterCard's global business architecture practice. In his role. Rich works across global product, sales, finance and operations functions to map strategy, develop and align integrated roadmaps, identify candidate shared capabilities and drive alignment of technology strategy to business strategy.

BIO: Dr. Vijay Bhuvanagiri is Senior Vice President and Group Head of Enterprise Architecture at MasterCard. He is responsible for the global enterprise architecture practice within the Office of the CTO. Dr. Bhuvanagiri designed and implemented the business-centered enterprise architecture framework at MasterCard. He holds a Ph.D. in engineering from Kansas State University and a Master of Science in engineering from the Indian Institute of Technology, Madras.

11:15 - Noon Business Architecture: A Key Enabler for Strategy Realization
Jeff Scott, VP Business & Technology Strategy, Accelare                                                  View PDF
Whynde Kuehn, Business Architecture Practice Director, STA Group, Director Business Architecture Guild
Abstract: Most organizations have more process definition for ordering Post-it notes than executing corporate strategy. How can this be, given the speed of change and need to reinvent our businesses on a regular basis? Most organizations have a small number of visionaries who can identify where to go and a large number of implementers to get them there. What they don't have is a well-defined process to translate strategic intent into a comprehensive, synergistic action plan, which encourages bottom-up planning and more functional optimization than strategic innovation. In this session we share a foundational approach for realizing your strategy, leveraging business architecture opportunities each step of the way.

BIO: Jeff Scott is an internationally recognized thought leader in the areas of business architecture, strategy management, and organizational innovation. He frequently speaks, writes, and teaches seminars on these topics. At Accelare, he helps companies design, implement, and manage their strategy to execution process. Prior to joining Accelare, Jeff was the principal analyst for business architecture with Forrester Research where he published over fifty research reports. Jeff currently writes the blog: The Business Architect.

BIO: Whynde Kuehn is responsible for managing Fortune 500 client accounts to help them develop business architecture in support of major change initiatives and build their own internal practices. Whynde is a Co-Founder and Board Member of the Business Architecture Guild, Chair of the Guild Editorial Board and Co-Chair of the OCEG GRC Architect Group. She teaches on behalf of the Business Architecture Institute and applies her experience to help social entrepreneurs and non-profit organizations to achieve their missions.

Noon - 1:00 pm Lunch
1:00 - 1:45 pm Capability-Driven Assessments for Strategic Planning
Angie Sanders, Senior Vice-president and controller, Principal Financial Group
Alex Randell, Business Architect, Principal Financial Group                                                      VIEW PDF
Abstract: Moving business capabilities from a definitional construct to a key-driver for strategic planning requires executive support for a structured assessment. In order to fully derive value from a capability assessment, it must be completed and rationalized across all business units that perform those activities. This session will highlight the techniques, results and use of a multi-faceted business capability assessment to drive current state/future state business transformation.

BIO: Angie Sanders is responsible for all the Corporate Accounting functions including corporate financial controls, expense management and areas for statutory and U.S. GAAP consolidated financial reporting, accounting systems support and accounting policy and advocacy, along with oversight responsibilities for all SCBU finance areas. After joining the company in 1989, she held various positions within the department. She was promoted to her current position in 2012. Angie, a CPA, earned her Bachelor's and Master's degrees in Accounting from the University of Iowa in Iowa City. Along with her memberships in American Institute of Certified Public Accountants and Iowa Society of Certified Public Accountants, Angie serves on the Iowa College Foundation, The Principal Riverwalk Development Authority and the Des Moines Symphony Board of Trustees. She also participates in the United Way Early Childhood Reading Initiative.

BIO: Alex Randell is a Business Architect at Principal Financial Group. As a business architect, he facilitates the translation of business strategy and capabilities, including the strategy-to-execution framework and business/technology alignment. Alex is a member of the Business Architecture Guild's Editorial Board and co-founder of the Business Architecture Des Moines group. He has over 15 years of experience in marketing and technology and holds an MBA with a Marketing emphasis from the University of Iowa.

1:45 - 2:30 pm Aligning Modeling Concepts in Business Architecture and Business Process Management
Lloyd Dugan, Chief Architect, Business Process Management, Inc. (bpm.com)                             View PDF
Abstract: Modeling is a core aspect of building out a business architecture and creating constructs for business process management (BPM), which needs to be better understood by practitioners in either discipline. It starts with differentiating and reconciling process modeling between these two management disciplines. This presentation will explore the implications of business architecture and BPM differentiation and reconciliation, along with other areas of overlap in architectural modeling between the business model and operating model contexts. Attendees will get a sense of where the state of the art is, including the work at the Business Architecture Guild, in clarifying the overlap between business architecture and BPM.

BIO: Lloyd Dugan is a widely recognized thought leader in the development and use of leading modeling languages, methodologies, and tools, covering from Enterprise Architecture and Business Architecture down through Business Process Management and Service-Oriented Architecture. He specializes in the use of the Business Process Model & Notation (BPMN) language from the Object Management Group (OMG), and is an OMG Certified Expert in BPM (OCEB). He is the Chief Architect for Business Process Management, Inc. (bpm.com), and an Advisory Board Member of the Business Architecture Guild. He has nearly 30 years of modeling experience, and an MBA from Duke University.

2:30 - 3:00 pm Break
3:00 - 3:45 pm Business Capabilities - Challenges and Value Proposition for a Large Enterprise
Atul Bhatt, VP, Principal Systems Architect, Wells Fargo                                                 View PDF
Abstract: Business capabilities have emerged as a key knowledge area in business architecture, and there are several capability modeling/mapping efforts underway within Wells Fargo. Last year we established a core group, under the auspices of the overall business architecture community, to focus on the needs of the various capability efforts, as well as to promote sharing and discussion among these efforts. This presentation will examine the numerous challenges we have encountered, as well as the value being delivered through specific use cases.

BIO:  Atul Bhatt is responsible for all aspects of developing and promoting the use of architecture strategies, solutions, standards, and practices across the enterprise. Dr. Bhatt has over 35 years of systems architecture, technology planning & integration, and business strategy experience in computers and communications across various industries. In addition to consulting on various business architecture efforts, he currently runs a business architecture community of practice within Wells Fargo. Dr. Bhatt holds a B.Tech. degree in electronics and electrical communications engineering from IIT Kharagpur (India), and M.S. and Ph.D. degrees in electrical engineering, computer science, and operations research from the University of Minnesota.

3:45 - 4:30 pm Communicating the Business Architecture Value Proposition to C-Level Executives
Josué Batista, Senior Architect, Highmark Health Service                                                      View PDF
Abstract: Change is happening exponentially and sometimes it forces executive leaders to justify short term decisions with non-sustainable "immediate value" at the expense of the longer term best interests of the organization. Understanding the "what and why" of business architecture is a key enabler to informed strategic business decisions that drive corporate success, endure competitiveness, and realize value. The challenge for business architecture practitioners and advocates is to reach executive suites with a compelling message on the value of business architecture that effectively resonates with senior management. This session will delve into key elements of a well-structured and solid value proposition, "what and why" of business architecture, and best practices for communicating that proposition to executives with examples from real life.

BIO: Josué Batista is a Senior Architect at Highmark Health Services, based in Pittsburgh, Pennsylvania. Josué has been a business and technology strategist for more than 15 years and during that time has provided guidance and leadership on diverse strategic investments within the Health Insurance industry. He is a certified Project Management Professional and holds an MBA and Masters of Science in Information Systems from Duquesne University. Josué serves as leader of the Business Architecture Guild's Value Proposition Collaborative Team. Josué is a Distinguished Toastmaster and Lieutenant Governor Education and Training for District 13. Josué and his wife Dr. Hollis Batista are award-winning winemakers with passionate fondness for Pennsylvania grown grapes.
4:30 - 5:30 pm Business Architecture Value Proposition & Leadership Panel
Panel Chair, Mike Rosen, Chief Scientist, WCG, VP, Business Architecture Guild
Participants: ATB Financial, Highmark Health Services, MasterCard, Principal Financial Group, United Airlines, Wells Fargo
Abstract: This panel brings together a number of Summit speakers to further share their insights into business architecture deployment and discuss issues raised during the course of their individual presentations. Sit in and ask questions as our knowledgeable panel of industry executives and practitioners exchange stories and best practices in their respective industries.

BIO:  Mike Rosen is Chief Scientist at WCG and VP, Cofounder and Director of the Business Architecture Guild. Mike is a thought leader in business and enterprise architecture and is on the Board of the Federation of Enterprise Architecture Professional Organizations (FEAPO).

5:30 pm Close/Wrap-up Day One

 

Business Architecture Innovation Summit – Day Two
Wed. March 25, 2015

 

8:30 - 8:45 am Business Architecture Innovation Summit - Day Two Overview
Whynde Kuehn, Practice Director, STA Group, Director, Business Architecture Guild
8:45 - 9:30 am Using Business Architecture to Plan Business Transformation
Lene Osterberg, Head of Product Controls, Nordea Bank, AB                                            View PDF
Abstract: Nordea Bank AB, the largest financial services group in Northern Europe, has been designated as a Strategically Important Financial Institution, placing them under new regulatory regimes. While Nordea Bank, AB has a reputation for being exceptionally well run, it was felt that there were opportunities for improvement. As a result, business architecture was chosen as the best method to identify business opportunities and establish a plan to meet new regulatory requirements.

BIO: Nordea Capital Market is the largest investment bank in the Nordic countries. Lene Osterberg serves as Head of Product Controls at Nordea Capital Market, an investment bank. Her team is responsible for determining the fair value of trades and determining the official profit and loss figures.

9:30 - 10:15 am Business Architecture Practitioner Experience in Expressing Stakeholder Value
Piyush Bhatangar, Senior Director, Business Architecture, John Hancock                            View PDF
Abstract: John Hancock provides leading insurance and financial services products. This session discusses the importance of business architecture to the financial services industry and the challenges those businesses face in communicating the value of business architecture to business stakeholders. The session will explore various industry models including concepts borrowed from the BIZBOK® Guide to define a framework and global center of excellence. The session will also discuss how experience shared at the 2014 Business Architecture Innovation Summit helped us take a different approach and start demonstrating value to business. Finally, the session considers the successes and progress made over the last year, citing which artifacts are working well and where we face challenges explaining to our stakeholders.

BIO: Piyush Bhatangar is Senior Director, Enterprise Architect at John Hancock Financial Services. The business architecture role was created at John Hancock under the CTO as part of organizational redesign. With 20 years of technical experience and exceptional business skills, Piyush Bhatangar was identified as one of the business architects reporting directly to the CTO. His main challenge was to not only understand how business architecture has been interpreted and applied in the industry, but to establish a practice to demonstrate business value at John Hancock.

10:15 - 10:30 am Break
10:30 - 11:15 Using Business Architecture to Mitigate Policy Risk in Deregulated Electric Industry
Steve Waller, Principal Market Architect, Alberta Electric System Operator (AESO)                        View PDF
Abstract: Government policy can change in a heartbeat as a result of industry issues and lobby groups that drive policy change, which in turn cause ripple effects in the business. When this occurs, organizations typically go into panic mode to implement that change. One of our corporate objectives is to guide any change in a way that is effective and deliberate, not reactionary. To accomplish this, we must be able to determine what changes can occur, the probability of those changes and the repercussions on our current framework. One of the ways of assessing repercussions is through scenario analysis using the reference models. Using business architecture, we are able to enhance the value of our current electricity framework, ensuring that it stands the test of time and meets the objectives of robust competition and unfailing reliability. When change ultimately comes, we can hit the ground running, shorten implementation times and identify design issues well in advance. This presentation walks you through the approach AESO uses to future proof our organization.

BIO: Steve Waller is the Principal Market Architect at the Alberta Electric System Operator. His responsibilities include identifying and modelling the attributes guiding the development of Alberta's interconnected electric system and the electricity market, through the creation and population of business architecture blueprints. Appling those blueprints to possible future state scenarios and highlighting the implications these scenarios may have on his organizations capabilities, structure and mandate. Prior to his current role, Steve has held a variety of different roles over his 18 year career at the AESO, from Operations to Markets, including Director of Enterprise Architecture, and Director of IT Strategy and Planning. As a 30 year professional in the utilities industry Steve has been involved in this experiment called electric industry deregulation, since its inception.
11:15 - Noon Practitioner's Panel: Planning, Risk Mitigation & Selling Executive Value
Panel Chair, Jim Rhyne, Director, Business Architecture Guild, Partner, Thematix
Participants: Alberta Electric System Operator, John Hancock, Nordea Bank AB
Abstract: As part of this panel, business architecture session presenters will discuss the use of business architecture in business transformation planning, risk management and change management along with other audience requested topics.

BIO: Jim Rhyne is a principal at Thematix and a Cofounder and Board member of the Business Architecture Guild. He was previously a Distinguished Engineer at IBM and has a PhD in Computer Science and Linguistics. 

Noon-1:00 pm Lunch
1:00 - 1:45 pm

Leveraging Business Architecture for Business Requirements Management

Paula Mihalek, Enterprise Architect, US Patent & Trademark Office                                  View PDF
Abstract: Business architecture, once in place, benefits major investment initiatives in a variety of ways. One such benefit is the ability to help frame, articulate, govern and reuse business requirements, particularly in an agile environment. This session will examine different approaches and options for using business architecture to frame the scope of work within major programs. This includes using business architecture to assist with scoping, deriving, framing and categorization agile user requirements across projects and programs. The approach is will include discussions on the use of value streams, capabilities, stakeholder analysis and routing maps in the context of requirements articulation and reuse. 

BIO:  Paula Mihalek is in enterprise architecture at the US Patent & Trademark Office. In this role, Paula supports and enables a mature business architecture practice across the Patent Office and Trademark Office, ensuring that the business architecture is fully integrated across all aspects of major portfolio programs. This includes a wide range of business / IT alignment, reporting and transformation work. In her prior work, Paula served as an enterprise architect in her 25 year career with the US Army.

1:45 - 2:30 pm Aligning Business Architecture with Business Design
Steve DuPont, Associate Technical Fellow, Enterprise Architecture, the Boeing Company            View PDF
Abstract: Companies today face shrinking product and business model lifecycles against a backdrop of increased competition, sophisticated consumers, and market uncertainty. Many organizations are beginning to use a business design approach to rapidly innovate and develop sustainable business models that realize their goals and meet the needs of their customers. The author introduces key topics in business design and provides insight on aligning business architecture with business design.

BIO: Steve DuPont is an Associate Technical Fellow and Enterprise Architect with The Boeing Company. He has over 30 years of experience in the aerospace industry, leading IT and business architecture development for engineering, manufacturing, sales and marketing domains. His mission is to advance the state of the practice of business architecture at Boeing and contribute to the body of knowledge and industry standards in this discipline. Steve's current interests include business design, business models, and operating models.

2:30 - 3:00  pm Break 
3:00 - 3:45 pm Operationalizing "Big Arrow": Building Business Architecture into the Fabric of Your Organization
Janice Lewis: Director of Business Architecture, Pfizer, Director, Business Architecture Guild              View PDF
Abstract: A mature, relevant business architecture engages everyone in the organization. This is done to both create and maintain the business architecture through change, but more importantly, to leverage it to provide line of sight to the contributions each colleague and each group brings to the organization's "Big Arrow". The Big Arrow points to the overarching strategy and priorities. This session will introduce tips and techniques for engaging everyone in your organization in business architecture to optimize business outcomes.

BIO:  Janice Lewis is the Director of Enterprise Architecture at Pfizer and a member of the Board of Directors of the Business Architecture Guild. Janice has worked at Pfizer since 2001, working cross-functionally on key business modeling and transformation efforts. She led several teams in the multi-year "Molecule to Market" program focused on driving time and cost out of the drug development process during which time Pfizer's business architecture and related practices were developed. Janice's current role is focused on delivering "the connected view" of the enterprise, anchored by Pfizer's enterprise metamodel and business capability map, to drive business / IT alignment. Prior to joining Pfizer, Janice worked for General Dynamics for 18 years, globalizing and standardizing supporting functions across the company.

3:45 - 4:30 pm The Business Architecture Journey at Huawei: Importance of a Metamodel
Giovanni Traverso, Corporate Chief Business Architect, Huawei Technologies                               View PDF
Abstract: At Huawei, the world's largest telecommunications equipment manufacturer, we started introducing EA as a standardization framework but needed a business architecture capability in order to enable the overall approach. After some successful ad-hoc experiences, we invested in efforts to generalize those experiences in a standardized metamodel along with structured manual and templates. The emphasis on a business architecture engineering methodology made the discipline more accessible to the rest of the organization. This shifted business architecture from a domain of experts to making business architecture as a commonly employed asset. Now our metamodel is the basis for transformation cost reduction, skill development, continuous improvement and formal integration of the business architecture approach within the overall transformation process.

BIO:  Giovanni Traverso is Corporate Chief Business Architect at Huawei Technologies, a Chinese ICT vendor - operating a Telco Infrastructure for Enterprise and the Consumer. Huawei grew in a few years from the ground up to #1 in revenues worldwide in its sector. Giovanni is working on foundation and continuous improvement of the business architecture engineering methodology, its deployment and application from strategy to execution, through research on best business practices and industry trends in cooperation with consultants and academic institutions. He combines more than 20 years of direct business management experience in Telecom, up to GM/VP level, 10 years of experience in China, and various roles covering both transformation leadership and consulting. He joined the Business Architecture Guild in 2014, where he shares the interest in practice improvement, common effort for recognition and maturity of the discipline.

4:30 - 5:30 pm Practitioner's Panel: Making Business Architecture Work
Panel Chair, William Ulrich, President, TSG, INC., President, Business Architecture Guild
Participants: Boeing, Pfizer, Huawei Technologies,  and US Patent & Trademark Office
Abstract: A mature, relevant business architecture engages everyone in the organization. This is done to both create and maintain the business architecture through change, but more importantly, to leverage it to provide line of sight to the contributions each colleague and each group brings to the organization's "Big Arrow". The Big Arrow points to the overarching strategy and priorities. This session will introduce tips and techniques for engaging everyone in your organization in business architecture to optimize business outcomes.

BIO: This panel brings together a Summit speakers to share additional insights into business architecture deployment. Panelists will discuss issues raised during the course of their individual presentations.

5:30 pm Closing Remarks / Adjourn
William Ulrich, President, TSG, INC.

The wrap-up session will discuss post-event plans for various collaborative teams, gather lessons learned and identify ways in which future Innovation Workshops can be improved or structured more effectively.

6:00 pm - 8:00 pm Networking at OMG Evening Reception
NOTE: If you register for the Technical Meeting Week, you do not have to pay the additional fee(s) to attend any or all of the special events.  If you register only for special events, the special fees apply.
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