bpm 101: an introduction to business process management and

WebLearning Education Services

WebLearning Web Services, Business Process Management, Business Rules and Integration Curriculum

Hands-On Business Rules: Declarative Approach to Application Development Course Description: This intensive tutorial, is the fastest and simplest way to get started on a business rules project, following WebLearning Business Dimension Modelling™ approach to business rules. It is the only BR course supported by a step-by-step reference book and based on the industry standard KPI Rule Maturity Model (RMM™).

Organisations need not purchase any new software (rule repository software or business rule engine software) to produce the deliverables in this course.

This tutorial walks the attendee through the various levels of Business Rule maturity and corresponding business benefits. It starts with what is possible on a first-time business rule project and leads to discussion of real-life business advances already in practice by more advanced organisations. From here, the course is based on the STEP ™ principles that have given the business rules approach its full advantages.

The tutorial then proceeds to the core six steps of the KPI STEP ™ approach, with insights into enhanced techniques and deliverables that have evolved since publication of the book, What Not How (C.J.Dates: John Wiley & Sons). Two important workshops guide the attendee through linking BRs to use cases and capturing rules.

Workshop solutions are illustrated using MS/Word ™ templates and, MS/Excel ™ templates, along with a preview of the solutions in a source rule repository (Blaze Advisor Builder).

Course Outline: • Important Concepts Behind Business Rules

o Terms and concepts o Motivations o Historical perspective

• Crucial Role of Business Rules in Today’s World o Business Rules as Liabilities o Business Rules as Assets

• Introduction to Business Rule Best Practices o Rule Maturity Model o KPI STEP™ Principles

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o New Roles of Business and I/T o Importance of Business Strategy and Business Process o Focus on the Business

• Writing Rules o Business Rule Classification o The Role of Templates for Rules o Use cases and Rules o Workshops

• The BPM/BRE Connection o What is a BR System o Types of BR Engines

• Real-World Case Studies o Without a BRE o Selecting a BRE Too Early o With BPM

• Business Rule Management o The Role of Stewardship o The Role of Rule Analysts o The BR Centre of Excellence

• The BR Track at the BPM Conference o Sponsors o Speakers

You will learn: • How to craft a roadmap from your first BR project to advanced successes • Why all Business Rule Engines are not created equal and when to select one • How to change the way your write use cases in a subtle way to empower them with BRs • The best practices in discovering and analyzing rules • Critical techniques that save time and money on BR projects • How to start creating a unique and powerful link between business and I/T through

business rules

Prerequisites: An interest in learning more about a Business Rules Approach from a business perspective and a brief technology overview

Target Audience/Who Should Attend: This uniquely practical workshop is valuable for anyone involved in planning, leading, or participating in a business rules project. The attendee gains practical experience applying a short version of the rule discovery and analysis approach that is part of the Blaze Advisor Product.

Relevant attendees include those in the following roles: • Project manager – leading a BR project • Business analyst – documenting rules or creating supporting documentation • Use case writer – authoring “BR-lite” use cases • Requirements analyst - integrating requirements and models with BRS • Business process analyst – designing processes powered by BRs • Business process owner/steward – providing expertise in processes and rules



Unique Value of Course: • Based on the best-selling software in the BR industry: Blaze Advisor Builder and Oracle

Rules and BPEL Designer /Process Manager • Introduces additional practical Business Rule Techniques not found elsewhere • Incorporates the industry standard KPI Rule Maturity Model (KPI RMM™ - as a roadmap

and yardstick for methodology, technology, and organizational change • Focuses on the business perspective of business rules prior to the technical perspective • Contains lessons learned from years of experience and a wide range of business rule

projects and programs



Fundamental Concepts of Business Performance Management

Prerequisite:

You Will Learn • Terminology and definitions used to describe BPM • Two commonly used forms of BPM and how they are related • The business roles and importance of BPM • How BPM is related to BI • Approaches and strategies for implementation • Organizational considerations for achieving success

Geared To • IT people with an interest in business management and continuous improvement

processes • BI and DW team members • BI and DW consultants

This course provides an overview of the concepts, objectives, challenges, and technologies that support BPM, both as business performance management and as business process management. Each view of BPM is defined and differentiated from the other. How they are related also is described, providing a common set of terminology and understanding for a unified, consistent discussion of BPM. The course examines how BI programs provide a foundation for BPM solutions, but emphasizes BPM success through business ownership and organisational change management that extends beyond the BI domain. Desired results are achieved by implementing a sound business strategy and effectively integrating people, processes, and technology.



BPM 101: An Introduction to Business Process Management and Business Process Management Systems

Course Description: Get up to speed on BPM in one day. In order to get the most out of the BPM conference, come to this course to learn the key terms, concepts, methodologies, techniques, and technologies in the BPM arena. What is a process? What is process management? What is Business Process Management? What is a Business Process Management System? What are the pros and cons of the different approaches to implementing BPM? Learn about the practices and the technologies that are making BPM the most exciting new approach to solving business problems with new technologies today.

ABPMP, the Association of Business Process Management Professionals, is a non-profit, vendor neutral, practitioner led and practitioner oriented professional association whose mission is to promote the practice of BPM and increase the recognition of its practice as a professional discipline. The instructor brings over 15 years of experience in leading process management and systems projects. This course will help you quickly become familiar with what you need to know to understand vendor offerings and to start formulating strategies for implementing a BPM practice and BPM systems.

• Terms and concepts • Process Modelling • Process Analysis • Process Design • Components and structure of a BPMS • Enterprise Process Management Program Planning • Key Skills, Roles and Responsibilities in implementing BPM

Course Outline: • A Brief History of Process • The Process Perspective • Process Management • Process Modelling Analysis & Design • Business Process Management Framework • Business Process Management Systems • Business Process Architecture • BPM Implementation Strategies • BPM Value Proposition • The BPM Community

Course Objectives: • Understand the key terms and concepts in BPM • Learn the major methodologies and techniques for implementing BPM • Discover the various technologies that support BPM

Target Audience/Who Should Attend: Those who are new to BPM or have only had a limited exposure Those who want to learn about the scope and breadth of BPM



Unique Value of Course: • Be prepared to understand the conference presentations in the overall context of BPM • Understand how each presentation fits into an overall framework for BPM

Register Today::

Cost: TBD until March 31, 2006

Business Rules 101 for Beginners: Business Managers, and BR Teams Course Description: This intensive business rule (BR) tutorial is specifically targeted at both non-technical and technical audiences and is excellent for entire project teams. Attendees may be those involved in purely business-oriented BR projects or projects that will evolve into BR system development projects. Aimed at project managers and key project people, this tutorial is the fastest and simplest way to get started on a business rules project, following KPI’s acclaimed STEP ™ approach to business rules. It is the only BR course supported by a step-by-step reference book and based on the industry standard KPI Rule Maturity Model (RMM™). Organizations need not purchase any new software (rule repository software or business rule engine software) to produce the deliverables in this course.

This tutorial introduces the attendee to the various levels of Business Rule maturity, so as to determine the appropriate approach for a specific project. It starts with what is possible on a first-time business rule project and leads to discussion of some of the most mature BR success stories.

The tutorial focuses mostly on selecting a BR project, determining the BR benefits and metrics, followed by scoping and planning it. It then proceeds to an overview of the six steps of the KPI STEP ™ approach, with insights into enhanced techniques and deliverables that have evolved since publication of the book, Business Rules Applied (von Halle, Barbara, 2002: John Wiley & Sons). Workshops lead the attendee through scoping a BR project, role descriptions, and linking BRs to process or use case deliverables. Workshop solutions are illustrated using MS/Word ™ templates and, MS/Excel ™ templates, along with a preview of the solutions in a source rule repository (Blaze Advisor builder).

Course Outline: • Important Concepts Behind Business Rules • Terms and concepts • Motivations • Historical perspective • Crucial Role of Business Rules in Today’s World • Business Rules as Liabilities • Business Rules as Assets • Introduction to Business Rule Best Practices • Rule Maturity Model (KPI RMM™) • KPI STEP™ Principles • New Roles of Business and I/T • Importance of Business Strategy and Business Process • Focus on the Business • KPI’s STEP ™ and Writing Rules



• Business Rule Classification • The Role of Templates for Rules • Use cases and Rules • Workshops • The BPM/BRE Connection • What is a BR System • Types of BR Engines • Real-World Case Studies • Without a BRE • Selecting a BRE Too Early • With BPM • Business Rule Management • The Role of Stewardship • The Role of Rule Analysts • The BR Center of Excellence • The BR Track at the BPM Conference • Sponsors • Speakers


business rules


Target Audience/Who Should Attend: This uniquely practical workshop is valuable for anyone involved in planning, leading, or participating in a business rules project. The attendee gains practical experience applying a short version of the rule discovery and analysis approach that is part of the KPI STEP™ Licensed Product.


Unique Value of Course: • Based on the best-selling book and BR industry standard reference Business Rules

Applied (2002: John Wiley & Sons) • Introduces additional practical Business Rule Techniques not found elsewhere



• Incorporates the industry standard KPI Rule Maturity Model (KPI RMM™ - as a roadmap and yardstick for methodology, technology, and organizational change

• Focuses on the business perspective of business rules prior to the technical perspective • Contains lessons learned from years of experience and a wide range of business rule


Additional Benefits: 1. Receive an electronic copy of What Not How (C.J.Dates: John Wiley & Sons)

Cost: TBD until March 31, 2006



Business Process Management - From design to Execution

OBJECTIVES

• Understand key BPM concepts • Discover BPMN process modelling and BPEL execution • Hands on exercises for orchestration of web services and people tasks

TARGET AUDIENCE This training session is open to any person interested in learning more about Business Process Management and getting first hands on experience with BPM products. Trainees are expected to have technical background and IT experience, but no programming skills are required.

OUTLINE Day#1- Part1

• Introduction to BPM • BPM Concepts: Processes, Participants, Process Data, Interactions, etc. • BPM Methodologies: Top-Down, Bottom-Up, Middle-Out, Deming’s Wheel, Six Sigma,

etc. • BPM Architecture: Process Engine, Application Server, EAI, ESB, ERP, BRE, etc. • BPM Technologies: J2EE, XML, BPMN, BPEL, Web Services, XA, etc.

Day#1 - Part2

• BPMN Process Modelling • BPMN Overview • Workflow Patterns • Business Rules

Day#2 - Part1

• Process Design • Data Mapping • Service Orchestration • People Workflow

Day#2 - Part-2

• Process Execution • Exception Handling & Transaction Management • Introduction to BPEL • Deployment and life cycle management



Developing Business Process Models in the Real-world Course Description: This seminar is intended to provide the student with a clear understanding of the nature of business process modelling in real-world situations. The seminar itself deals with real-world problems and how to express/document them so that users, business analysts and IT developers can all come to a similar understanding of what both the as-is and the to-be business process models are. Following such leaders in business process modelling as Rummler-Brache, the course provides the student with hands-on experience in developing a series of diagrams from specifically developed case study information. In the seminar, the course takes the basic business process diagramming techniques and shows how they can best be used in working with end-users and managers in a step-by-step approach. Finally, the course will share with the students his view of business process management and where it is going.

Course Objectives:

• Provide a clear understanding of what Business Process Modelling is and is not • Provide with an understanding of the basic systems framework for Business Process

Modelling • Provide an understanding with hands-on experience developing the most important BP

modelling diagramming techniques • Provide an understanding of a basic BP framework (methodology) for developing BP

requirements • Provide an understanding of the future trends in BP Modelling

Target Audience/Who Should Attend: • Senior managers • CIOs and CTOs • Project managers • End-users and end-user managers • Business process analysts • IT analysts and developers

Register Today Cost: TBD until March 31, 2006



Facilitating Process Improvement with a Team Course Description: This 1-day interactive workshop will give you a proven approach to facilitating process improvement with a team, complete with supporting templates and techniques. Tammy and Jan are co-authors of the book “Facilitating the Project Lifecycle: Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams”. Drawing on over 20 years of experience, they’ll share their real-world knowledge about using collaborative work sessions to accelerate the progress of your process improvement effort while building ownership of the results.

During our time together you’ll be introduced to an end-to-end collaborative approach to process improvement. You’ll learn how to prepare for and facilitate process improvement work sessions. You’ll get hands-on experience facilitating process decomposition and process mapping. And, as a bonus for attending this session, you’ll receive a free copy of their book.

Course Outline: • Laying the Foundation • Projects, Process & Facilitation • Facilitation Skills for Process Design • Steps in preparing for and conducting a process design work session • How to Facilitate Process Decomposition with a Team • How to Facilitate Process Mapping with a Team • Keys to Facilitating Team Process Design, including tips on… • When Does a Team Approach Work Best • What to Look for in a Process Facilitator • Who Needs to Be Involved to Achieve Success • Lessons Learned the Hard Way

Course Objectives: As a result of attending this session, you will:

• Understand the keys to successfully facilitating process design with a team. • Have a reusable model for conducting a Process Design & Analysis Work Session. • Understand the complimentary roles of the Team Leader & Facilitator during the work

session. • Get hands-on experience facilitating key techniques for process definition and design. • Get “Do’s and Don’ts” on how to use these techniques from companies successfully

using this approach.

Prerequisites: • A basic working knowledge of the concepts of process analysis • Familiarity with the technique of process mapping. • Experience with the basics of group and meeting management

Target Audience/Who Should Attend: Anyone working with a project team to facilitate process improvement or redesign. This may include people in such roles as:

• Project Managers • Quality Professionals (Green Belts, Black Belts, Quality Managers) • Team Leads



• Business Analysts • Process Engineers • Facilitators

Register Today: Cost: TBD until March 31, 2006



BPM and Six Sigma Course Description: Business Process Management builds the framework to create strategic alignment, measure business processes using metrics aligned with business goals, and identify performance gaps that have a major impact on the customer experience and on achieving desired business results. Six Sigma will implement the methodology to prioritize these projects and close the gaps.

Business Process Management is an enterprise-wide, structured approach to providing the products and services your customers value most. By understanding the key business processes your company uses to meet these needs, the gap between customer expectations and your ability to perform begins to emerge. Processes that are inefficient or ineffective in delivering what customers require are clearly identified and targeted for improvement. As the entire organization begins to measure performance in terms of critical, customer-driven requirements, employees no longer think of themselves as functional managers responsible for functional outputs. Instead, they see their roles in the context of a greater, more important goal—satisfying and creating loyal customers. As process thinkers, they consider the potential impact of their actions and decisions upstream and downstream and ultimately on the company’s ability to deliver what it promises its customers. One vision, one purpose, and a meaningful way to measure everyone’s progress. Business Process Management transforms reactive organizations into innovative leaders - with the speed and agility to anticipate change before the market demands change.

In theory, Six Sigma is based on business process principles. This is clearly articulated in the book ‘The Six Sigma Way’, which is arguably one of the most articulate texts on Six Sigma.

Yet, Six Sigma is frequently implemented in a traditional, departmental paradigm without much reliance on business process thinking. Executives and a number of Black Belts are trained. Black Belts are assigned to various functions or departments in the enterprise. Additional Black Belts and Green Belts are trained in each of these departments and then the race is on to identify areas where Six Sigma can be deployed to realize cost savings using the traditional DMAIC [define, measure, analyze, improve, control] methodology. What’s even worse is that in many firms, one of the key measures of Six Sigma program success is the number of projects completed. That’s reminiscent of the old HR paradigm where the success of training programs was assessed by the number of participants trained.

It is little wonder that many thoughtful Six Sigma practitioners complain of the difficulty in identifying the best opportunities to apply Six Sigma techniques, and of the fact that there are frequently overlapping and redundant Six Sigma projects. By structuring the entire improvement initiative according to business processes there would be fewer overlapping initiatives and more cross-departmental collaboration. Because this would create a big picture view, leadership could decide, based on the size of the performance gap to deploy the Six Sigma methodology and its rigor. The application of measurements, statistical analysis and the disciplined approach to resolving the problem.

Course Outline: • Overview BPM • Building strategy • Organizational capability • Focus • Alignment • Discipline • Building the business model • Overview Six Sigma • Brief History



• Basic concepts • Tools • Improvement Methodology • Combining BPM and Six Sigma • Enabling execution • Breaking the traditional mindset • Examples of combining the tools of BPM and Six Sigma • Process simulation using statistical techniques • Case study of the applied techniques

Course Objectives: • Implement Business Process management to create strategic alignment • Identify critical success factors • Identify key business objectives, strategies and goals • Identify success metrics • Identify key business processes • Create a process management system • Identify performance gaps • Implement Six sigma to close the performance gaps • Prioritize projects based upon performance gaps • Generate business results

Prerequisites: Basic knowledge of BPM or Six Sigma

Target Audience/Who Should Attend: Professionals interested in BPM and Six Sigma. Master Black belts who want to rejuvenate their Six Sigma initiative.

Unique Value of Course: • Accelerate returns on Six Sigma • Select improvement projects based upon performance gaps • Provide impact on delivering customer value and generating business results.



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Advanced Process Management Principles & Practices

Course Description: What do senior leaders want? In a word – RESULTS! And that is precisely what process management can deliver when practiced at the enterprise level.

The executive team needs to understand that BPM is not simply about technology and that it is first and foremost about improving organizational performance. Major initiatives will only be optimized if senior leaders are engaged in applying process management principles and practices at the enterprise level. To make this happen, as many practitioners have learned, requires transforming the executive team’s traditional thought models and behaviours to look at the business systemically. This is easier said than done.

This session will emphasize that organizational capability can only be truly optimized once the leadership team appreciates that systemic business process thinking in the boardroom is significantly different than systematic thinking at a technical or process level. It will illustrate that the effective implementation of Enterprise Business Process Management [EBPM] requires that executives apply eight essential principles and cascade these throughout the organization to assure that the end-to-end business process are understood, improved and managed.

The session will go beyond key principles and address specific business practices needed to optimize results in the definition, analysis, design and implementation of process improvements as well as for ongoing process management.

In an interactive format, the session will examine what is needed to create executive engagement and enthusiasm around the application of these essential principles and practices, and illustrate what actions are needed by the senior team to truly leverage organizational capability through business process thinking.

Course Outline:

The Enterprise View • Key Behaviors – aptitude and Attitude • The Enterprise Process View • Core and Support or Enabling Processes • Looking at the business form the outside-in • Measures: Why – ‘less is more’ • Building an enterprise business process management [EBPM] plan • The missing ‘I’ in BPM • Process Definition at the Enterprise Level • Process Ownership • Structural Implications - Process and Function • Goal Alignment, Rewards and Incentives

The Project View • Why Methodology Matters • Critical success factors in project planning • Key considerations in definition, analysis and design • Planning is easy – implementation is harder • Managing for sustainability



Course Objectives: • Understand how to depict the enterprise process view • Understand the key elements in the development of process measures • Be able to describe the key components in an enterprise business process management

plan • Be able to articulate the critical success factors in project definition, analysis, and design • Understand the essence of managing processes for sustainable performance

improvement

Target Audience/Who Should Attend: This session is designed for senior managers contemplating or involved in customer-centric, process-based change and the establishment of process-managed organizations. It will be of particularly interest to the senior manager who is - or soon expects to be - named a ‘process owner’ and assume responsibility for the performance of a major cross-functional process.

You will learn: • The debilitating impact of traditional functional thinking on enterprise business process

management (EBPM) • The major strategic and operational components in an enterprise framework • Tips and techniques on engaging senior leaders in adopting process management

practices • The key changes needed in executive roles and behaviors to assure process

management success • The major issues and roadblocks that need to be addressed and overcome • The key types of decisions which need to be made to fully leverage organizational

capability

Register Today Cost: TBD until March 31, 2006



BPMS Technology, Architecture, and Product Overview Course Description: There’s more to business process management than just modelling and analysis! BPM suites (BPMS) are integrated software platforms for automating, integrating, and optimizing business processes. A BPMS combines the technologies of workflow, application integration, and business activity monitoring to actually execute process models and continuously monitor business performance. Today’s BPMS offerings support simulation, web services, business rules, and analytics as well. This course explains the fundamentals of all BPMS technology components and shows how the building blocks fit together in modern BPMS architecture.

While all BPMS vendor offerings look the same on the surface, they are very different underneath. The second part of the session explains the differences between various process types and how they relate to the various features and architectural alternatives of BPMS. We’ll discuss the key factors you should consider in BPMS vendor selection, and illustrate it with a look at some leading contenders in the marketplace.

Course Outline: • BPMS Overview • The 5 Promises of BPMS • Modelling • Execution • Performance Management • Cycle of Continuous Process Improvement • BPMS Technology and Architecture • Workflow • Application Integration • Business Rules • Content Integration • Performance Management: Analytics and BAM • BPMS Architecture and Standards • Principles of BPMS Vendor Selection • Process Types (use cases) • IT vs Business-Oriented Design • Key Features • Platform Architecture • Solution Value Out of the Box • Due Diligence • A Walkthrough of Leading BPMS Offerings • IBM • Fuego • Savvion • Adobe • Global 360 • Pegasystems • Vitria • Others TBD or by arrangement

Course Objectives: • Understand the component technologies of BPMS and the capabilities each provides



• Understand the role of BPMS architecture and standards in the evolving vendor landscape

• Understand the key principles of BPMS vendor selection • Understand the similarities and differences between leading BPMS offerings, their

respective strengths and weaknesses, and how to find the one that fits your specific needs

Target Audience/Who Should Attend: • System architects and CIO staff • IT and business analysts • BPM project managers • BPM solution developers




Advanced Techniques in Business Specification Development Course Description: By now business rules are becoming almost as well known as Business Process Management. But while most organisations know the terms, many pitfalls and challenges exist when apply them. For many organizations, fundamental questions about the value proposition of business rules and BPM are often unclear. These questions reflect an approach to business rules and business processes that lacks a broader context for how the entire process of business solution specification is accomplished. Attempts to treat business rules and business processes as isolated initiatives at best minimizes their value to the organization and at worst adds increased risk to projects by layering on yet another complexity to the whole business solution specification process.

This course presents a comprehensive approach to the business process specification problem with a particular focus on the role of business rules and business processes. With techniques that have been developed over the last decade, a Business Solution Specification Framework (BSSF) is a comprehensive approach that provides a long-term vision for moving organizations along the path to specification maturity encompassing integrated business process and business rules modelling.

Based upon years of work with major organizations throughout the US , the course is rooted in the practical experience necessary to tailor the BSSF for organizations just embarking on sophisticated projects involving business rules and business process management. The direct business benefits that can be derived from adopting the approaches presented include:

• The ability to dramatically reduced IT costs and project risk • The creation of a more responsive business model to meet competitive demands • Elimination of rework throughout the business/IT change lifecycle • More effective release management • An improved relationship between Business and IT • Avoiding pitfalls associated with embracing rules-driven business process management

Course Outline: • The benefits that a business rules approach can deliver both near-term and in the context

of a larger business driven automation effort. • Introduction to how rules relate to other aspects of a business automation specification. • Techniques for capturing various kinds of rules. • The relationship between business rules, knowledge, algorithms, events and business

processes. • Organizational issues that a business rules approach entails. • The role and importance of visual modelling tools and requirements repositories. • The importance of analytics in a business rules initiative. • Integrating a business rules approach into the business and IT lifecycles. • Architecting for business rules.

Course Objectives: • Provide guidance about how to avoid pitfalls and mitigate risk when embarking on a

business rules initiative



• Introduce a framework for how business rules fit in with the various other aspects of business automation specification including business process modelling and various software requirements capture techniques

• Demonstrate how process orchestration and event-based architectures are changing the way organizations engineer and model their business

• Uncover the inextricable links and dependencies between four different disciplines of implementing business and software change: business process transformation; strategic architecture design, business rules management and business solutions design.

• Provide practical guidance about how to move an organization along the business manager automation maturity continuum

• Provide Incremental Steps that an organization can take towards Model-driven Specifications

• Show how to Leverage tools to Reduce Rework through the Organization

Target Audience/Who Should Attend: • Vice President/Directors with responsibility for implementing business change

Business/IT Liaison Representatives • Methodologists and Architects • Program Office Program Managers • Business Analysts • Systems Analysts • IT Architects and Designers

Unique Value of Course: • Focuses on how to radically reshape an organization’s agility and allow it to create a

sustainable competitive advantage • Identifies the inextricable links and dependencies between four different disciplines of

implementing business and software change • Identifies the necessary approaches and techniques necessary to embrace BPM and

business rules • Discusses the importance of visual modelling and repositories through out the

business/IT lifecycle • Discusses how process orchestration and event-based architectures change the way

organizations must engineer and model their business • Explains how business rules management must be integrated with the lifecycle of

implementing business and software change




Enterprise Architecture Realignment for SOA, BPM & Related Initiatives Course Description: Organizations must adapt and realign entrenched application and data architectures to fully enable SOA, BPM and a variety of other business-driven initiatives. To date, traditional approaches such as non-invasive integration, package deployment and from-scratch replacement have failed to meet strategic business requirements. Instead, existing systems and data structures have become an anchor to many organizations. Architecture-driven modernization offers an effective approach to decomposing and realigning critical business applications and related data structures so they conform to emerging enterprise architectures – such as SOA.

If you have experienced application replacement failures, frustration with packages that do not match business requirements or have application and data architectures that are poorly aligned with your business strategy, modernization is an option to explore. Consider that most major IT projects typically involve existing applications – many of which have been relegated to “black box” status. Organizations require a pragmatic approach to understanding, refactoring and transforming these applications and related data to meet a variety of requirements.

This seminar will outline practical modernization options for that consider and embrace strategic, cross-functional requirements. Attendees will learn how to apply phased application planning, analysis, refactoring and migration techniques to peel away the layers of mystery surrounding existing systems. End results of the analysis phase of modernization include a complete decomposition of system interfaces, data utilization, functional disbursement, application flow and overall systems infrastructure. Refactoring steps focus on value-added retooling that can clean-up and modularize systems while positioning them for more aggressive transformation efforts. Transformation focuses on driving existing application and data architectures into emerging architectures such as SOA, model-driven architectures (MDA) or other strategic targets.

Outline: • What is architecture-driven modernization • Key Initiatives driving the modernization agenda • Modernization as an augmentation strategy vs. an alternative approach • Modernization: An overview of modernization processes, techniques & approaches • Enterprise assessments: Setting scope by applying cross-functional analysis techniques • Project-specific assessments: Decomposing application & data architectures • Application refactoring: Realignment of existing architectures • Application transformation: Model-driven approaches to enterprise realignment • A mix and match modernization approach • Selected modernization scenarios: • Portfolio management process • Services oriented architecture transformation • Business process retooling projects • Application and data structure consolidation • Platform / language migrations • Data architecture redesign / redeployment • Integration support scenario • Package selection & deployment • Model-driven architecture migration • Establishing and managing a modernization infrastructure • The modernization competency centre • Modernization processes and methods



• Modernization meta-models • Modernization tools – an industry overview • Partner / integrator support • Modernization project concepts • Understanding requirements • Tying in business users and analyst • Selecting or mixing and matching scenarios • Tool selection & integration • Defining a phased modernization approach • Project setup and planning • Project positioning & cost justification • Case study results • Additional sources of information on architecture-driven modernization

Course Objectives: • Introduce the concept and value of modernization • Learn how to apply a phased modernization approach through a scenario-driven

approach • Come away with new ways to envision and deploy application strategies • Understand how to employ approaches and modernization tools to leverage application

initiatives

Prerequisites: • A general understanding of application and data architectures • A desire to think of new and unique ways to address enterprise architectures that are

poorly aligned with business requirements

Target Audience/Who Should Attend: • IT Architects, IT Analysts, Business Analysts, Application Managers, Software Engineers,

Consultants Unique Value of Course: Attendees will learn how to apply a phased approach to application planning, analysis, refactoring and transformation that peels away the layers of mystery surrounding existing systems and streamlines a variety of IT initiatives.




The Business Transformation Continuum: Process Change Management

Course Description: How do you manage process change? Is there a one-size fits all approach or do you really need a whole set of tools? What is a best-practice approach to managing process change today? This course will cover the major methodologies used to implement process transformation and examine the challenges, benefits and risks of each approach. A strategic framework for developing a business transformation roadmap and planning process change will help students be prepared to manage change efforts in their businesses.

The Process Transformation Continuum: From Improvement to Innovation; from Reactionary Change to Revolutionary Change to Continuous Change Process Improvement Process Redesign Business Process Reengineering Business Process Management

Course Outline: • Process Portfolio Management • Process Maturity Assessment • Developing the Roadmap for Business Transformation • Planning Process Change • Designing Process Change • Managing Process Change

Course Objectives: • Understand the opportunities and options for business process transformation • Learn the major methodologies and techniques for managing business process change • Learn a framework for process assessment, transformation and continual change

management

Audience/Who Should Attend: • Those who are responsible for managing change in their organization • Those who want to learn a set of complimentary approaches to business transformation • Those who want to understand best practice approaches to process management

Unique Value of Course: • Learn best practices in process change management • Be prepared to lead process transformation efforts in your organization • Understand how to match your process transformation approach to your business

strategy

Register Today: Cost: TBD



Business Rules 101 for Beginners: Business Managers, and BR Teams Course Description: This intensive business rule (BR) tutorial is specifically targeted at both non-technical and technical audiences and is excellent for entire project teams. Attendees may be those involved in purely business-oriented BR projects or projects that will evolve into BR system development projects. Aimed at project managers and key project people, this tutorial is the fastest and simplest way to get started on a business rules project, following KPI’s acclaimed STEP ™ approach to business rules. It is the only BR course supported by a step-by-step reference book and based on the industry standard KPI Rule Maturity Model (RMM™). Organizations need not purchase any new software (rule repository software or business rule engine software) to produce the deliverables in this course.

This tutorial introduces the attendee to the various levels of Business Rule maturity, so as to determine the appropriate approach for a specific project. It starts with what is possible on a first-time business rule project and leads to discussion of some of the most mature BR success stories.

The tutorial focuses mostly on selecting a BR project, determining the BR benefits and metrics, followed by scoping and planning it. It then proceeds to an overview of the six steps of the KPI STEP ™ approach, with insights into enhanced techniques and deliverables that have evolved since publication of the book, Business Rules Applied (von Halle, Barbara, 2002: John Wiley & Sons). Workshops lead the attendee through scoping a BR project, role descriptions, and linking BRs to process or use case deliverables. Workshop solutions are illustrated using MS/Word ™ templates and, MS/Excel ™ templates, along with a preview of the solutions in a source rule repository (KPI’s STEP™ Workbench).

Course Outline: • Important Concepts Behind Business Rules • Terms and concepts • Motivations • Historical perspective • Crucial Role of Business Rules in Today’s World • Business Rules as Liabilities • Business Rules as Assets • Introduction to Business Rule Best Practices • Rule Maturity Model (KPI RMM™) • KPI STEP™ Principles • New Roles of Business and I/T • Importance of Business Strategy and Business Process • Focus on the Business • KPI’s STEP ™ and Writing Rules • Business Rule Classification • The Role of Templates for Rules • Use cases and Rules • Workshops • The BPM/BRE Connection • What is a BR System



• Types of BR Engines • Real-World Case Studies • Without a BRE • Selecting a BRE Too Early • With BPM • Business Rule Management • The Role of Stewardship • The Role of Rule Analysts • The BR Center of Excellence • The BR Track at the BPM Conference • Sponsors • Speakers


business rules


Target Audience/Who Should Attend: This uniquely practical workshop is valuable for anyone involved in planning, leading, or participating in a business rules project. The attendee gains practical experience applying a short version of the rule discovery and analysis approach that is part of the KPI STEP™ Licensed Product.


Unique Value of Course: • Based on the best-selling book and BR industry standard reference Business Rules

Applied (2002: John Wiley & Sons) • Introduces additional practical Business Rule Techniques not found elsewhere • Incorporates the industry standard KPI Rule Maturity Model (KPI RMM™ - as a roadmap

and yardstick for methodology, technology, and organizational change • Focuses on the business perspective of business rules prior to the technical perspective • Contains lessons learned from years of experience and a wide range of business rule




Additional Benefits: 1. Receive a copy of Business Rules Applied to attendees. 2. Receive a copy of “Beyond Business Rules Applied.” Based on availability- books are limited.

Register Today Cost: TBD


https://brainstormact.com/ch/actweb.dll?function=lead&page=br_ch.html


Approach to SOA Implementation: A Roadmap for Success Course Description: What is the best approach to putting SOA in production? Is it necessary to dive into the deep end and take a “pay and pray” approach to SOA implementation or is there a more logical, lower risk path to realizing the vision of SOA? In this workshop, ZapThink will discuss the steps that companies should take to move from today’s brittle infrastructures to loosely-coupled, process-centric SOA implementations.

The session begins with point-to-point Web Services implementations for integration, securing, managing, and adding process layers to these Services, implementing registries and management for loose coupling, moving to asynchronous invocations for greater reliability, and implementing a governance infrastructure for greater visibility and control. We’ll provide the big picture for SOA adoption as well as the details on how to actually go about implementing SOA in a logical progression of steps, each resulting in significant ROI.

Course Outline: • The integration problem • The SOA implementation roadmap • Building for Loose Coupling – the Service Contract • Building for Composition – Service-Oriented Process • Standards-based SOA: Web Services and SOA • New Requirements for Metadata Management • Emerging SOA Best Practices • Understanding the ROI of SOA • Dealing with the organizational issues of SOA

Course Objectives: • Learn about what it takes to make SOA a success • Understand the role of architecture • Learn the ZapThink Approach to SOA Implementation – the low risk path to SOA

adoption • Hear about emerging best practices in SOA development • Learn about the ways to realize ROI with SOA

Target Audience/Who Should Attend: Both technical and business people interested in SOA and trying to take the next step of putting SOA into production. No previous understanding of SOA required. This course can provide value for business audiences, technical audiences, or a mix of both.

Register Today: Cost: TBD



WebLearning Network BPEL Essentials

Course description BPEL Essentials is a comprehensive introduction to the BPEL (Business Process Execution Language) standard. Taught by expert instructors from ActiveBPEL.org, Active Endpoints' open source subsidiary, BPEL Essentials features an online, instructor-led format designed to fit tight budgets and busy schedules.

Course objectives • Understand the key concepts of the BPEL standard • Learn BPEL's syntax and semantics • Learn the relationship between BPEL and other Web services standards such as WSDL

(Web Services Description Language) • Understand which BPEL constructs are most appropriate for different application

scenarios • Gain experience using BPEL by building a progressively complex, process-centric

application

Pricing For a limited time, students can purchase BPEL Essentials for £1,495 a 25% discount from the course list price of £1,895UK.

Format Four day, online instructor-led course. Each day consists of a 2–3 hour lecture and a 1–2 hour lab review. Topics covered in the BPEL Essentials course include: Session Description

Session 1 Introduction, BPEL concepts and fundamental constructs

Create a process that uses basic BPEL constructs such as partnerlinks, variables, receive, reply, invoke, sequence, and assign

Session 2 Conditional, concurrent and iterative processing

Build upon the basic process to add more complex BPEL constructs including switch, flow, while, wait, and links

Session 3 Fault handling, process scopes, and compensation

Make the process more robust by adding advanced BPEL constructs such as scope, fault handlers, and compensation handlers

Session 4 Event handling, message correlation and review

Extend the process with additional BPEL constructs including event handlers, pick, and correlation sets



Oracle BPEL Process Manager - Services Orchestration What you will learn: In this course, the participants will learn the basic concepts of business process integration and human workflow management using the Oracle BPEL Process Manager product. Participants will learn how to install, configure, and administer Oracle BPEL Process Manager. They will learn how to apply the Business Process Execution Language (BPEL) standard for assembling a set of discrete services into an end-to-end process flow. They will also learn how to translate and transform data using the Oracle BPEL Process Manager adapters.

After completing this course, students should be able to:

• Build a BPEL process and invoke synchronous and asynchronous business services and include parallel processing and conditional branching

• Install Oracle BPEL Process Manager and Oracle BPEL Process Designer

• Extend a BPEL Process with Human Workflow Management

• Administer BPEL processes using process monitoring and sensor technology

• Deploy and run a BPEL process in development and production environments

• Incorporate email, fax, pager, and voice notifications within BPEL processes

Purchase Training Formats

Price Duration Course Materials

Instruction Language

Instructor-Led Training

UK£ 1,199 3 Days English English

Audience: Business Analysts Prerequisites: Required Prerequisites: Basic knowledge of XML technologies (specifically, XML, XML schemas, XPath, and XSLT) Basic knowledge of Web service technologies (for example, WSDL, SOAP, and UDDI) Oracle9iAS: Integration Concepts Oracle9iAS: Concepts Suggested Prerequisites: Oracle 10g: XML Fundamentals Course Objectives: Build a BPEL process and invoke synchronous and asynchronous business services Include parallel processing and conditional branching in a BPEL process Add transformation services to BPEL Access adapter-enabled services



Extend a BPEL process with human workflow management Install and understand the basic concepts and architecture of Oracle BPEL Process Manager and Oracle BPEL Process Designer Invoke services through the creation of partner links Administer Oracle BPEL Process Manager and monitor business processes Increase process reliability through fault handling and exception management Invoke a BPEL service through adapters for writing to files and databases Extend a BPEL Process with Human Workflow Management Administer BPEL processes using process monitoring and sensor technology Deploy and run a BPEL process in development and production environments Incorporate email, fax, pager, and voice notifications within BPEL processes Course Topics: Introduction Course Objectives Lesson Review Lesson and Practice Discussion Topology of Practice Progression Discussion of Use Case Understanding Basic Concepts and Architecture Overview of service-oriented architecture (SOA) Overview XML, XSD, XPath, XSLT, SOAP, WSDL, UDDI Overview of the BPEL Standard The BPEL Suitcase Manifest The basic concepts of Oracle BPEL Process Manager Oracle BPEL Process Manager Implementation Options Installing Oracle BPEL Process Manager Building a Simple BPEL Process Introduction to Oracle BPEL Process Manager Designer BPEL PM Designer Layout - the Integration Perspective Workspaces and Projects Creating a BPEL Process Adding Activities XPath Expression Builder XPath Functions Deploying the BPEL Process Orchestrating Services with BPEL BPEL Process Modeling Support in JDeveloper Importing XML Schemas and WSDL Locators Support for Validation, Deployment, and Lifecycle Management Orchestrate services through BPEL for a Synchronous Service Orchestrate services through BPEL for an Asynchronous Service Partner Link Concepts and Use Enhancing the BPEL Process with Parallel Processing and Conditional Branching Processing with Parallel Flows Parallel Branch Execution Conditional Branching Forms of Notification Increasing Process Reliability through Fault Handling and Exception Management Defining Events



Configuring Timeouts Handling Faults Catching Exceptions Compensation Management Adding Transformation Services to BPEL The Transformation Service and Tool Transformation Packaging Standard, User, and Extended functions Map Testing and Analysis XML Instance Generation Map Documentation XSLT Mapping Tool Auto Mapping Invoking a BPEL Service through Adapters Adapter Standards-Based Environment Selecting an Adapter Service Configuring the File Adapter Supported and Bundled Adapters Adapter Framework Oracle Applications Adapter OEM Adapters Optimized Bindings (WSIF, JCA) Accessing Adapter-Enabled Services from BPEL Invoking the File Adapter as a Service from BPEL Invoking a Database Adapter as a Service from BPEL Adding Database Exception Handling Adding a While Activity Adding an Exception Branch for the Scope Activity Adding a Wait Activity Extending a BPEL Process with Human Workflow Management Human Workflow Services Architecture Modeling Workflows Human Workflow Patterns Human Workflow Services: Identity Service Human Workflow Services: Task Details Human Workflow Services: Notification Services Human Workflow Services: Work List Features Administering Processes using Process Monitoring and Sensor Technology Describing the Consoles Exploring the BPEL Console Managing the BPEL Domain Viewing the Oracle BPEL Process Manager Administration Server Platform Administration Interfacing with BAM Adding a Notification to a Process Selecting a Notification Channel Advanced Features and Interfaces for Oracle BPEL Process Manager Invocation Methods (Java Client, UI, Adapter, BPEL Service, JSP Page) BPEL Process Preferences Obtaining the Value of a Preference Updating a Preference Value at Runtime WS Addressing and Correlation



Java Delegate Service WSIF Java and HTTP Bindings Options to Invoke Java as a Service or as Inline Code

Oracle10gAS - Integration Concepts Description E-business is the conduct of business over the Internet, such as buying and selling products, servicing customers, and collaborating with other companies. Integration is the key requirement for successfully automating e-business activities. Integration enables applications to communicate with other applications that differ in architecture and technology. It also enables enterprises to communicate with other enterprises. In this course, you will learn the concepts of e-business and integration, the challenges faced when integrating two enterprises and the Oracle10gAS solution to these challenges. Students will be introduced to the RosettaNet B2B protocol standard and Oracle10gAS support for RosettaNet. This course covers the concepts of Oracle10gAS ProcessConnect and how to use them to tackle the integration problems faced by enterprises. Objectives Upon completion of this course, students should be able to:

• Understand the need for Integration and the challenges faced in integration

• Describe the RosettaNet, Electronic Document Interchange (EDI), Electronic Business Extensible Markup Language (ebXML), Open Applications Group (OAG) and, HL7 standards

• Describe the Oracle10gAS ProcessConnect Concepts.

• List and describe the various Oracle10gAS ProcessConnect Components

• Understand the Oracle10gAS ProcessConnect architecture Outline • Oracle10gAS: Integration Concepts • Course Overview • Topic 1: The Integration Challenge • Objectives • What Is E-Business? • What Are the Challenges of E-Business? • How Does Integration Play a Role in E-Business? • What Are the Challenges of Integration? • Challenges While Integrating Enterprises • Modeling Concepts • How Does Oracle Answer the Integration Challenges? • Quick Quiz



• Summary • Topic 2: Standards and Services • Objectives • Overview • RosettaNet • RosettaNet Organization • The RosettaNet Specifications • Partner Interface Processes • RosettaNet Implementation Framework • RosettaNet Dictionaries • Oracle10gAS ProcessConnect Support for RosettaNet • ebXML • EDI • OAGI • HL7 • SWIFT • Trading Partner Management • Comparison of the B2B Protocols • Quick Quiz • Summary • Topic 3: Oracle10gAS ProcessConnect Modeling Concepts • Objectives • Overview • Roles • Events • Data Types • Business Process • Event Maps • Correlation • Domain Value Mapping • Profile Management • Quick Quiz • Summary • Topic 4: Oracle10gAS ProcessConnect Architecture • Objectives • User Interface Tools • Design-Time Repository • Run-Time Repository • J2EE Connector Architecture • Adapters • Managing Oracle10gAS ProcessConnect Using OEM • Oracle10gAS ProcessConnect Reports • Quick Quiz • Summary • Topic 5: Integration Modeling Scenario • Objectives



• Overview • Laptops Inc. • The Challenge • The Oracle10gAS ProcessConnect Solution • Summary • Course Summary • Course Evaluation - Oracle10gAS: Integration Concepts • Continue Developing Your Skills

Oracle9iAS - Integration Concepts Description E-business is the conduct of business over the Internet, such as buying and selling products, servicing customers, and collaborating with other companies. Integration is the key requirement for successfully automating e-business activities. Integration enables applications to communicate with other applications that differ in architecture and technology. It also enables enterprises to communicate with other enterprises. In this course, you will learn the concepts of e-business and integration, the challenges faced when integrating two enterprises and the Oracle9iAS solution to these challenges. Students will be introduced to the RosettaNet B2B protocol standard and Oracle9iAS support for RosettaNet. This course covers the concepts of Oracle9iAS ProcessConnect and how to use them to tackle the integration problems faced by enterprises. Objectives Upon completion of this course, students should be able to:

• Understand the need for Integration and the challenges faced in integration

• Describe the RosettaNet, Electronic Document Interchange (EDI), Electronic Business Extensible Markup Language (ebXML), Open Applications Group (OAG) and, HL7 standards

• Describe the Oracle9iAS ProcessConnect Concepts.

• List and describe the various Oracle9iAS ProcessConnect Components

• Understand the Oracle9iAS ProcessConnect architecture

Outline • Oracle9iAS: Integration Concepts • Course Overview • Topic 1: The Integration Challenge • Objectives • What Is E-Business?



• What Are the Challenges of E-Business? • How Does Integration Play a Role in E-Business? • What Are the Challenges of Integration? • Challenges While Integrating Enterprises • Modeling Concepts • How Does Oracle Answer the Integration Challenges? • Quick Quiz • Summary • Topic 2: Standards and Services • Objectives • Overview • RosettaNet • RosettaNet Organization • The RosettaNet Specifications • Partner Interface Processes • RosettaNet Implementation Framework • RosettaNet Dictionaries • Oracle9iAS ProcessConnect Support for RosettaNet • ebXML • EDI • OAGI • HL7 • SWIFT • Trading Partner Management • Comparison of the B2B Protocols • Quick Quiz • Summary • Topic 3: Oracle9iAS ProcessConnect Modeling Concepts • Objectives • Overview • Roles • Events • Data Types • Business Process • Event Maps • Correlation • Domain Value Mapping • Profile Management • Quick Quiz • Summary • Topic 4: Oracle9iAS ProcessConnect Architecture • Objectives • User Interface Tools • Design-Time Repository • Run-Time Repository • J2EE Connector Architecture



• Adapters • Managing Oracle9iAS ProcessConnect Using OEM • Oracle9iAS ProcessConnect Reports • Quick Quiz • Summary • Topic 5: Integration Modelling Scenario • Objectives • Overview • Laptops Inc. • The Challenge • The Oracle9iAS ProcessConnect Solution • Summary • Course Summary • Course Evaluation - Oracle9iAS: Integration Concepts • Continue Developing Your Skills

Hands-On Profiling and Business Rules

Core Skills: ADMIN & TECH / LEADERSHIP & MGMT PREREQUISITE: None

You Will Learn • About technology that facilitates Rule-Based Audit (RBA) and Proof of Concept

(POC) efforts, including Business Rules Engine and Blaze Advisor Builder • How to use the technology in sample audit and POC applications

Geared To • Business sponsors • BI program managers • BI project managers • Architects, designers, and developers of BI systems BI projects are peppered with risks, from data quality to integration, from applicability to analytic value. These risks often bring entire projects to a halt, leaving planners scrambling for cover, sponsors looking for remedies, and budgets wiped out. Conducting a rules-based audit (RBA) or proof-of-concept (POC) is done in order to get answers, to add clarity, and to understand scale and scope of the project at hand—essentially, to mitigate risk.



Hands-On ETL Architectures This class makes sure that you understand all the factors necessary for effectively designing the back room of a data warehouse that can gracefully evolve over time as your needs mature and new technologies become available.

Why You Should Attend This course is intended for the data warehouse designer who has identified the sources of data and the target end users and is ready to start implementing. Above all, this course tries to guarantee that you don’t overlook a critical requirement. For example you dare not design your data warehouse while ignoring • Compliance • Integration of diverse sources • Increasingly demanding real-time pressures • The time variance of your major dimensions such as customer and product • Being able to resume or back out a partially completed load • Having a 100% certainty that you have captured all the changes in the source systems • And a host of other requirements that you will learn about in this course Even if you don’t have an immediate qualified need for every item on our list, over time it is likely that that you will. At the end of this course you will understand how your data warehouse ETL system can be built to anticipate all of the possible requirements. This is not a microscopic code-oriented implementation class. Rather, it is an architecture class for the designer who must keep a broad perspective, and who needs to know what the latest technologies and techniques make possible. In this course, you will circle around a series of design issues starting with the first steps of extraction, on through to the final steps of delivery of properly formatted data suitable for your BI tool.

Who should attend This course is designed for data warehouse implementers, who are responsible for building the back room, or ETL portion, of a data warehouse environment. This would include ETL developers, ETL architects, data warehouse operational staff, compliance tracking data warehouse professionals and real time data warehouse designers.

Prerequisites This class is intended for data warehouse professionals who are architects or implementers of the “back room” ETL processes in the data warehouse. Familiarity with the basic principles of dimensional modeling is helpful since dimensional models are designed as the ultimate ETL deliverables. The student can gain this familiarity by reading the first four articles in the Fundamentals series of articles found on this web site. The class will include a 2 hour overview of the principles of dimensional modeling so that everyone has the same vocabulary.



COURSE OUTLINE Surrounding The Requirements • Business needs • Compliance • Data profiling • Security latency • Archiving • End user profiles • Skills • Licenses • Coding vs. tool choice • The restaurant analogy • Data types used in ETL systems Data Profiling Results • Source to target map • Access methods, source types • Software, techniques • Extract window • Immediate transformations • Extract staging table designs, table types, retention, backup • Change data capture • Exception handling architecture • Metadata architecture • Security architecture • Responsibilities Cleaning • Data quality architecture • Module designs: customer deduplication, address validation, ... • Error event fact table • Data quality screens • Audit dimension, compliance tracking • Final clean data table designs Conforming • Definition of conformed dimensions and facts • Using the matrix • Master data management • Mapping incompatible structures into common structure Delivering Dimension Tables • Key management, table target designs • Referential integrity • Time variance designs (SCDs) • Surrogate key system design • Late arriving data design • Dimensional roles • Multi-valued dimensions, bridge tables • Hierarchical dimensions Delivering Fact Tables • Fact table types • Text facts • Aggregations



• Feeding OLAP cubes • Distributed, federated data warehouses • Dimension manager responsibilities • Delivering remote dimensions and attributes • Fact table provider responsibilities • Delivering remote facts • Handling structure changes Development • Sorting • Team development tools: debugger, version control • Lineage and dependency analysis • Database performance • Parallel processing • Improving throughput • Regression suite Operations • Delivery • Scheduling (architecture, controls) • Dev ==> test ==> production • Auditing • Monitoring • Tuning • Parallel processing, grid computing • Process vulnerabilities • Recovery and restart • Archiving • Security Metadata • Process metadata • Run results, exception handling, immediate schedule • Technical metadata • System inventory, data models, data definitions, • Business rules, ETL jobs, transformations, batch parameters • Business metadata • Business definitions, source system info, DW data dictionary, • Source to target map • Responsibilities • Team roles Real Time ETL Systems • Streaming ETL vs. batch ETL • Streaming extract • Streaming cleaning and conforming • Streaming delivery, query, reporting, dashboards, notifications • Real time dimension manager • Real time fact provider Designing Your System • Stepping back from the details • The important decisions • Designing and managing your ETL project • The important deliverables



WebLearning Data Integration Series

Hands-On-Data Integration

Core Skills: ADMIN & TECH / DATA INTEGRATION Prerequisite: None

You Will Learn The best practices for designing data integration solutions to address modern BI solutions The core components to effective spatial analysis, data mining, machine intelligence, and visualization applications Through extensive lab exercises, you will gain hands-on experience with leading BI tools, including: - Microsoft Data Integration Services - Oracle Warehouse Builder - Ascential Data Stage How and when to effectively apply these tools

Geared To Anyone involved in the product selection, design, and implementation of data integration technology The services demanded from data integration go well beyond the original intent of ETL. Modern BI dictates that technologies and techniques address a broad range of data movement and data integration services in order to facilitate the applications being designed and implemented. From batch to real-time data movement cycles, from structured to unstructured data types, data integration has become the foundation to success BI. The course begins by examining terminology and market leaders. We then focus on the following core topics: Architecture Strategies Architecture Enables Data Integration Hub Master Data Management Integrated Competency Centres Service Oriented Architectures This course is designed to provide participants with an opportunity to compare and experience critical features of leading data integration tools. In a formal lab setting, students will use tools such as: BusinessObjects Data Integrator Microsoft Data Integration Service



Oracle Warehouse Builder Ascential Data Stage Hands-On Data Integration™ is designed to provide participants with a non-biased view of leading BI tools. The course is designed to complement all lecture content with extensive lab time. Lab exercises provide students with valuable insight into the features of leading technology and how that technology may fit in a student’s warehouse and BI efforts. Enrolment is limited to 30 attendees

Enterprise Architecture for Business Integration

Core Skills: ADMIN & TECH / LEADERSHIP & MGMT PREREQUISITE: None

You Will Learn • How to achieve enterprise integration in an era of rapid change • How to use enterprise architecture for business integration • How to achieve rapid delivery of priority business processes

Geared To • Business, IT, and project managers; enterprise architects; • business analysts; data and process modelers; • data administrators There is an explosion in use of enterprise architecture for business integration. Business-driven methods identify high reusability business processes within government, defense, and commercial organizations. These processes use common shared data as an integrated resource. Data is updated once and becomes immediately available to all shared systems. This leads to improved cost effectiveness of business processes—with dramatic cost savings. These processes are delivered rapidly using technologies discussed in the next course, Enterprise Architecture for Technology Integration.



Enterprise Architecture for Technology Integration

Core Skills: ADMIN & TECHNOLOGY / LEADERSHIP & MGMT PREREQUISITE: None

You Will Learn • Technology methods that are used in an era of rapid business change • How Web services and service-oriented architectures are used • How these technologies are used with enterprise architecture

Geared To • Business, IT, and project managers; enterprise architects; business analysts; data and

process modelers; data administrators. • Enterprise Architecture for Technology Integration is based on rapid delivery technologies such as integrated development environments (IDEs) using XML and Web services that can move automatically from workflow models directly to executable code. Some IDEs can also move from database design directly into code. Used alone for the management and delivery of business processes, these new technologies are impressive and productive. But dramatic time and cost savings are also achieved from the reusability definition in the morning seminar, Enterprise Architecture for Business Integration.



Data Integration Basics for Business and IT Professionals

Core Skills: DATA INTEGRATION / DATA ANALYSIS & DESIGN PREREQUISITE: None

You Will Learn • Typical causes of the need for data integration • Widespread barriers to successful data integration and techniques to overcome them • Common data integration technologies and processes • Business and IT roles in data integration projects • Analysis, design, construction, deployment, and operations activities for data

integration • The critical role of business rules • Data integration success strategies

Geared To • BI and DW sponsors; • business executives and managers; • business data stewards; • business analysts; program and project managers; • data architects; • BI and DW developers; • business and IT consultants

Every business person wants timely and reliable information, and each wishes for the integrated data repository that serves as a single source of accurate data. IT departments want to deliver on the promise of integrated data, but frequently struggle to do so. Challenges of expectations, communication, and teamwork combine to continuously challenge data integration projects.

This course is designed to establish common concepts, understanding, language, and techniques that enable business and IT people to work together to achieve data integration success. When attended by both business and IT members of data integration teams, you’ll experience new levels of communication, collaboration, and coordination in your data integration projects.

Through a combination of lecture and exercises, you will gain an appreciation for the importance of common business definitions as a foundation for data integration, understand why data quality is both a business problem and a technology problem, and learn techniques to define business rules and translate business rules into data transformation processes. Most importantly you’ll discover how data integration is a collaborative effort of business and IT, understand the roles and dependencies of business and IT participants, and position to achieve real success in data integration efforts.



Hands-On ETL

Core Skills: Administration & Technology / Data Integration

You Will Learn • The best practices, in both data and technical architectures, for implementing a

successful extraction, transformation, and loading process • The core components to effective ETL processes • Through extensive lab exercises, you will gain hands-on experience with leading ETL

tools, including: • Ascential Software DataStage • SAS ETL Technology • MS Data Transformation Services • Syncsort High Performance Utilities • Oracle Warehouse Builder • DFD-Pro Data Flow Diagramming Utility • Other (the combination of products is based on availability) • How and when to effectively apply leading ETL tools • How to compare and contrast ETL features in order to make the best decision for

your organization

Geared To • Anyone involved in the design and construction of extraction, transformation, and

loading of a DW “Hands-On ETL” is committed to providing non-biased information on best-of-class technologies and techniques as well as exposing participants to leading ETL tools, their use, and their application. The course begins with an examination of data and technical architectures specific to ETL. Participants are then led through discussions and lab exercises that emphasize product features, functionality, and applicability of products such as DataStage, SAS, MS DTS, and Syncsort. This course is designed to provide participants with an opportunity to compare and experience critical features of leading ETL tools. In a formal lab setting, students will use three tools for extracting, transforming, cleansing, and loading raw source data into a target star schema. Extensive lab time provides students with valuable insight into the features of each product and how it might fit in students’ warehouse efforts. “Hands-On ETL” is designed to provide participants with a non-biased view of leading ETL tools.



WebLearning SOA and Web Services CD-ROM Curriculum

Configuring SHAREid® 2.0 for Destination (Hub) Domains Configuring SHAREid 2.0 for Destination (Hub) Domains is a 3.5 hour self-paced eLearning module that provides an overview of SHAREid architecture and simulates the procedures for installing and configuring SHAREid as both a Destination (Hub) and Source (Spoke) domain.

Dates: On Demand

Length: 3.5 Hours

Instructors: This offering is an interactive, self-paced training session.

Audience: SHAREid source domain architects, system administrators, and support.

Prerequisites:

• eLearning Module: Introduction to SAML

• Configuring the COREid Identity System

Module Goals:

• To provide an overview of SHAREid configuration options for a Destination (Hub) and Source (Spoke) domain.

• To simulate the procedures for installing SHAREid.

• To simulate the procedure for configuring SHAREid as a Source domain.

• To simulate the procedures for configuring SHAREid as a Destination domain.

• To simulate the procedures for securing a SHAREid Source domain.

• To simulate the procedures for securing a SHAREid Destination domain.

Module Lessons:

• What is SHAREid? This section provides an overview of the features and benefits of SHAREid.

• Overview of SHAREid Architecture This section provides an overview of the required SHAREid components and the implementation options for a Source and Destination domain.



• Installing SHAREid This section simulates the procedures for installing the SHAREid Server and SHAREid Proxy.

• Process for Setting Up a Source Domain This section provides an overview of the process for setting up a Source domain.

• Setting up a Source Domain This section simulates the procedure for setting up a Source Domain using the setup wizard.

• Process for Setting Up a Destination Domain This section provides an overview of the process for setting up a Destination domain.

• Setting up a Destination Domain This section simulates the procedure for setting up a Destination using the setup wizard.

• Securing a Source Domain This section provides an overview of the process for establishing secure communication for the source domain, and simulates the command line tool for generating certificates.

• Securing a Destination Domain This section provides an overview of the process for establishing secure communication for the destination domain, and simulates the command line tool for generating certificates



Configuring ShareID for Source (Spoke) Domains Configuring SHAREid 2.0 for Source (Spoke) Domains is a 2.5 hour self-paced eLearning module that provides an overview of SHAREid architecture and simulates the procedures for installing and configuring SHAREid as a Source (Spoke) domain only.

Dates: On Demand

Length: 2.5 Hours


Audience: SHAREid source domain architects, system administrators, and support.

Prerequisites:

• eLearning Module: Introduction to SAML

• Configuring the COREid Identity System

Module Goals:

• To provide an overview of SHAREid configuration options for a Source (Spoke) domain.

• To simulate the procedures for installing SHAREid.

• To simulate the procedure for configuring SHAREid as a Source domain.

• To simulate the procedures for securing a SHAREid Source domain.

Module Lessons:

• What is SHAREid? This section provides an overview of the features and benefits of SHAREid.

• Overview of SHAREid Architecture This section provides an overview of the required SHAREid components and the implementation options for a Source and Destination domain.

• Installing SHAREid This section simulates the procedures for installing the SHAREid Server and SHAREid Proxy.

• Process for Setting Up a Source Domain This section provides an overview of the process for setting up a Source domain.

• Setting up a Source Domain This section simulates the procedure for setting up a Source Domain using the setup wizard.

• Securing a Source Domain This section provides an overview of the process for establishing secure communication for the source domain, and simulates the command line tool for generating certificates



Customizing the COREid Identity System 6.1 Customizing the Oblix COREid Identity System is a 45 minute eLearning module that provides an overview of COREid's integration and customization capabilities as they relate to Portal Inserts™ and PresentationXML™.

Dates: On Demand

Length: 45 Minutes


Audience: This course is intended for COREid Administrators and Developers tasked with customizing the look-and-feel of Oblix applications. This course assumes a basic familiarity of XML concepts, but does not require XML programming experience.

Prerequisites: Configuring the COREid Identity System

• Familiarity with basic web server functionality

• Familiarity with XML concepts

Module Goals:

• To provide an understanding of COREid's integration and customization capabilities as they relate to Portal Inserts and PresentationXML.

• To provide practical experience integrating COREid content using Portal Inserts.

• To provide practical experience customizing COREid with PresentationXML.

• To introduce the tools and technical skills required to integrate and customize COREid Identity System.

Module Lessons:

• Overview of COREid System Components

• What is PresentationXML?

• Using PresentationXML

• What Are Portal Inserts?

• Constructing Portal Inserts

• Examples of Portal Inserts



Overview of the COREid Solution Overview of the Oblix COREid Solution is a 45 minute eLearning module that provides an overview of the value, elements, and functionality of the COREid Solution.

Dates: On Demand

Length: 45 Minutes

Audience: COREid Administrators, Developers, and End-users.

Prerequisites: None

Module Goals:

• To provide context for using the Oblix COREid solution.

• To summarize the purpose and features of the COREid Identity System.

• To summarize the purpose and features of the COREid Access System.

• To introduce the COREid Infrastructure services.

• To illustrate the COREid Delegation model.

Module Lessons:

• Lesson Overview

• What is the Oblix COREid Solution?

• What is the COREid Identity System?

• What is the COREid Access System?

• What are COREid Infrastructure Services?

• What is the COREid Delegated Admin Model?

• Lesson Summary



Using the COREid Identity System Using the COREid Identity System is a 60 minute eLearning module that provides a context for using the COREid Identity System.

Dates: On Demand

Length: 60 Minutes

Audience: COREid administrators, developers, and end users.

Prerequisites: Overview of the Oblix COREid Solution.

Module Goals:

• To provide context for using the COREid Identity System applications.

• To simulate the procedures for viewing, modifying, and creating profile data in the COREid Identity System.

• To provide context when conducting a gap analysis for customizing the COREid Identity System at your site.

Module Lessons:

• Lesson Overview

• Logging into the COREid Identity System

• Navigating between COREid Identity System Applications

• What is a Profile Page?

• Searching for Profile Data

• Modifying Profile Data

• Processing Requests

• Creating and Deleting Profiles

• Lesson Summary



Introduction to the Security Assertions Markup Language (SAML)

Description Introduction to the Security Assertions Markup Language (SAML) is a 45 minute eLearning module that provides an introduction to Web services, and the SAML security standard Dates: On Demand

Length: 45 Minutes


Audience: Anyone

Prerequisites: None

Module Goals:

• To introduce the concept of Web services, and the associated security issues.

• To provide an orientation to the Security Assertion Markup Language (SAML), and its role within a larger Web services environment.

• To illustrate the role of the SAML Artifact and Post profiles for single sign-on.

• To provide context for implementing SHAREid.

Module Lessons:

• Lesson Overview This section introduces the goals and sections for the lesson.

• What are Web Services? This section introduces you to the concept of Web services and identifies security concerns when conducting Web services transactions.

• What is SAML? This section introduces the Security Assertion Markup Language (SAML), and its assertion format.

• Using SAML for Single Sign-On This section introduces the process flow for the SAML Post and Artifact Web browser SSO Profiles.

• Lesson Summary This section reviews the main points of the lesson



Getting Started with IdentityXML Getting Started with IdentityXML is a 90 minute eLearning/CD-ROM Self-Teach module that provides developers with context for using IdentityXML to integrate COREid content into any application.

Dates: On Demand

Length: 90 Minutes

Audience: Developers and COREid System Administrators.

Prerequisites: Configuring the COREid Identity System

Module Goals:

• To provide context for using IdentityXML

• To summarize the purpose and functionality for IdentityXML.

Module Lessons:

• Overview

• What is IdentityXML?

• How Does IdentityXML Work?

• Writing Requests

• Perl Example

• Handling Responses

• Java Example

• Working with Errors

• Lesson Summary



ORACLE BUSINESS ACTIVITY MONITORING FUNDAMENTALS Business and IT users in the last two decades have been consistently striving to achieve two needs, which are absolutely necessary for corporate success. They are: 1. Business Visibility 2. Business Control. Oracle Business Activity Monitoring (Oracle BAM) gives business executives the ability to monitor their business services and processes in the enterprise, to correlate KPIs down to the actual business process themselves, and most important, to change business processes quickly or to take corrective action if the business environment changes. Oracle BAM is a complete solution for building real-time operational dashboards and monitoring and alerting applications over the Web. Using this technology, business users get the ability to build interactive, real-time dashboards and proactive alerts to monitor their business services and processes. Today’s Corporations all use some kind of systems for doing business. Enterprise Departments are demanding from their IT Managers, more and more ability to have complete visibility into their business operations and demanding to be in control of the operations. IT on the other hand wants to get away from being the bottleneck in doing business, but rather be the value adder to the business operations. Enterprises have realized that the key is in leveraging more the systems and processes in place in the Organization, and not deploying new ones. Hence various Integration efforts are underway in every Corporation to leverage the existing intellectual property residing in the Corporate Processes and Business Systems implemented. Business Process Integration is the approach to build the Enterprise Integration platform for complete Business visibility and Control. The new genre of Business Process Management Systems bundled in the Business Process Integration Platforms are now mature to provide the ability to deploy the most complex Enterprise processes that span multiple Corporate systems and Departments. Using the Business Process Integration Platform besides Integrating the silos of Information and Processes, gives the Business the visibility they need in real-time and puts them in control directly, without involving IT, to take the necessary actions needed to influence the daily business operations.

Objective The Primary purpose of this course is to unveil the power of the Corporate Business Process Visibility. The course helps identify the next revolution in IT management systems, similar to what the RDBMS did to business data two decades ago. The Business Process Management System (BPMS) is the foundation Killer application to take the Enterprise to the next level, enabling automation, Integration and most importantly opening a window to Business Process Visibility and Control using BAM - Business Activity Monitoring.

Real-time monitoring for better business decisions Oracle Business Activity Monitoring (Oracle BAM) is a complete solution for building interactive, real-time dashboards and proactive alerts for monitoring business services and processes. Oracle BAM gives business executives and operations managers the information they need to make better business decisions and take corrective action if the business environment changes.



Monitor and Optimise Processes Identify bottlenecks in your business processes by integrating BAM with your existing systems to track processes and capture business events. This information can be presented to business users in real-time through a personalized dashboard in their web browser.

Identify Issues that Need Attention Immediately recognise, or even predict, problems that occur in your business operations by pro-actively tracking the appropriate events across all your IT systems. Once an issue is identified, Oracle BAM can notify business users through multi-channel alerts, or initiate an automated response process.

Manage Service-Level Agreements Deliver a superior customer experience through better management and real-time visibility of your service levels. Oracle BAM easily integrates with any system and can monitor even the most complex service agreements across multiple call centres, delivery channels, and time periods.

Audience: CIO’s, Systems Architects, Project and Portfolio Managers, Systems Designers, Senior Application Developers, Integration Designers and Architects, Business Process Designers Duration: 2 Days

Course Outline Overview The Corporate Business Process The Manual Business Process - Basics The Manual Business Process- An Example Real-Time Business Process Monitoring Business Process Management System (BPMS) BPMS Managed Business Process - Basics BPMS Managed Business Process- An Example Real-Time Business Process Monitoring OracleAS Integration – BPMS and Beyond Streamline Business Processes Path to Business optimization Business Process Monitoring Business Activity Monitoring Business Process Optimisation


bpm 101: an introduction to business process management and

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