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MANAGEMENT TRACK
TUESDAY, FEBRUARY 29


Chair: Robin Tomlin, PricewaterhouseCoopers LLP

9:00 am
An Executive's View of Using XML in Supply Chain Management
Michael E. Bailey, Founder/CFO, XMLSolutions Corporation
bailey@xmls.com

Biography:
Most of Mike's 17 years of extensive operational leadership has been with the automotive industry and the high technology industry. He has successfully led software development teams. Just after Mike graduated from college, he managed General Motor's unionized rail program, handling the day to day operations of the West Coast, Canada, Mexico and military operations. During Desert Storm, Mike entered his nation's service at the US Army's Detroit Arsenal. During his tenure, he was instrumental in leading that organization from being worst laboratory in the Army to becoming the President's recognized number one quality organization in the entire federal government. During a time of military downsizing, Mike's entrepreneurial marketing leadership increased the laboratory's budget by $60 million. He received his BA in business administration, logistics, from Michigan State University and his MBA in international business and finance.
Abstract:
Supply Chain Management is the process of getting the right products to the customer in a faster, more efficient manner, arriving at the right place at the right time, in the right quantity and in factory specified conditions. This chain travels from the vendor base through production and to the final customer. It involves all disciplines in the corporate structure, from design and manufacturing; warehousing and procurement; to marketing and accounting. Now-a-days, the Information Technology department plays an integral part insuring that each department is tied together seamlessly.

This article will analyze how the powerful, new technology called eXtensible Markup Language (XML) will revolutionize the way Supply Chain Management is conducted. Included in this analysis will be a look at changes on the horizon for Electronic Data Interchange, and how XML will "open the doors" of EDI for all of a company's trading partners. Lastly, the article will cover promising e-commerce technologies offered for improving SCM.


9:45 am
Using XML to Manage Your Customers
Ian McClure, Product Marketing Manager, Art Technology Group

ian@atg.com

Biography:
Ian McClure is a Product Marketing Manager for Art Technology Group and develops and manages strategic technology alliances and drives outbound product marketing programs. Ian works closely with ATG's Product Management, Corporate Marketing and Channel Sales in building marketing materials for our products and services. Before joining ATG, Ian was Senior Product Marketing Manager for Documentum, a rapidly growing global content management systems provider. During his tenure at Documentum, he developed and launched their Electronic Commerce Platform and Web Applications initiatives. Prior to Documentum, Ian managed Oracle's online sales channel (Oracle Store) and oracle.com web marketing programs. Recent speaking engagements include:
Abstract:
While there are many challenges facing e-businesses today, one remains the frontrunner. How are e-businesses going to effectively manage their online customer relationships? The answer is simple - by embracing XML. When teamed with Java, the two language standards enable businesses to achieve a robust, highly extensible platform facilitating data access and application integration across and between enterprises. This ease of access and integration means e-businesses can speed up initial time-to-market and react swiftly to changing market conditions.
In this presentation, Mr. McClure will discuss ways that customer information can be leveraged for more effective customer management. He will explain why XML is critical for providing the data access and application integration necessary to satisfy the growing needs of online customers. Attendees will find out how XML can significantly reduce the time required to link a company with its customers and partners.


11:00 am
Revolution Evolution: A Slice of XML in Insurance eBusiness

Bela Dwivedi Sr. System Architect HealthAxis.com
bdwivedi@healthaxis.com

Biography:
Bela Dwivedi is the Sr. System Architect at HealthAxis.com. She has 20 years of experience in developing, designing, defining systems across a variety of industries - telecommunications, graphic systems, medical systems, PC-mainframe communications, online (AOL) banking, online (Internet) music sales, online (AOL) credit card offers. Bela has a M.Sc. in Math & Computer Science from Northwestern University.
Abstract:
Businesses that are embracing the Internet have the challenge of developing a new business model that leverages the best of breed solutions to promote rapid deployment to the web. The selection of best of breed solutions is no easy task because of the rapid pace of technological advancement on the Internet and the rapid refinement of the Internet business model. Rapid proliferation of new technologies is making selection of strategic direction a significant challenge.
The XML suite of protocols, technologies and products is becoming an integral part of the solution mix. This session will discuss the primary business needs of an eBusiness, the primary technology needs of an eBusiness, the analysis and investigative process of solution selection, and the costs associated with selecting bleeding edge solutions.
HealthAxis.com is an Insurance eBusiness that will be used as a case study to step through the investigative process, explain the role XML plays in the solution and the role XML is envisioned to play in the future. XML solution selection, as with any new technology, requires a balance to be struck between a 100% standards approach to XML and a pragmatic approach to meet the business needs of today. The iterative process of defining a DTD in an environment where standards are not available and an experience base is non-existent is shared.

The presentation of a case study will serve as a useful guide to web site decision makers who are actively investigating and grappling with the introduction of XML into their environment.


11:45 am
E-Commerce System Requirements;Case Study
John Evdemon Chief Architect XMLSolutions Corporation
john.evdemon@xmls.com

Priscilla Walmsley
Vice President of Development XMLSolutions Corporation
walmsley@xmls.com

Biographies:
John Evdemon is the Chief Architect for XML Solutions (http://www.xmls.com), a software and professional services organization in Northern VA. John is also a member of the W3C XML Core Working Group (the group charged with maintaining XML 1.0 and reviewing/approving updates to the recommendation). He has over eleven years of experience designing, developing, and implementing systems using a variety of platforms, architectures, and methodologies. His specialty is designing, developing and implementing large-scale B2B e-commerce systems using XML. John is a member of the W3C XML Core Syntax Working Group and was recently appointed to chair the XML Working Group for the Enterprise Integration Council (http://www.eicouncil.org/). John is currently developing a series of XML books for Prentice Hall.

As Vice President of Development, Priscilla Walmsley oversees all product development at XMLSolutions. She has extensive experience in the area of semantics and meta data architecture. Priscilla was Director of Development at Platinum technology, where she managed the integration of Platinum's meta data repository and data warehousing tools with ERP solutions. In addition, she was heavily involved in the development of version 2 of Microsoft Repository. Prior to her development role, Priscilla spent eight years managing large consulting projects for Platinum technology and RELTECH Group. Her specialties were repository implementation, data warehousing, ERP implementation and decision support. Priscilla is a member of the W3C XML Schema Working Group, and a frequent presenter at industry conferences on the topic of meta data management. She holds a B.S in Management Information Systems from the University of Virginia's McIntire School of Commerce.
Abstract:

Sometimes the business aspects of software development are as important as the technical ones. This session is designed to provide software developers with a basic understanding of the components of an e-commerce solution and the business requirements for each. Additionally, this session will provide attendees with an understanding of the general vocabulary of e-commerce.
Overview:

Attendees will gain an understanding of the potential business impacts of a typical e-commerce architecture. This session draws upon the presenter's personal experiences in designing and deploying a large-scale B2B e-commerce system and the technical and business challenges that were faced along the way.

The presentation will follow the outline listed below:
I. Introduction to E-commerce
A. Definitions
1. Terms and concepts
B. Hype vs. Realities
1. Common misconceptions about e-commerce
2. Risks associated with e-commerce
C. Real-world examples
II. Examining a typical e-commerce solution
A. Statement of the problem
B. Designing an open/scalable solution
1. Avoiding platform-specific requirements
2. Lowering implementation barriers for trading
partners
3. Fostering an environment to educate in-house
Developers on e-commerce development strategies
a. Tips for lowering the potential learning
curve
4. E-commerce Project Planning Tips
C. Leveraging XML for B2B communications
1. Recommendations for designing your company's
XML strategy
2. Selecting an industry-standard markup
3. Designing your own markup
4. XML Best Practices
D. Determining the need for an application-specific
protocol
1. Tracking state with an inherently stateless
(web-based) protocols
2. Impacts on the markup language used by your
system
E. Selling the concept
1. Guidelines for gaining management support
2. Guidelines for gaining trading partner support
F. Designing, Building and Testing the system
1. Tools and strategies
2. Testing: building a comprehensive test plan
(from developer to load testing)
3. Guidelines for conducting a detailed security
review
a. options for securing your system
b. options for creating secure channels
between your enterprise and trading
partners


1:30 pm
Afternoon Keynote

(See technical track)


2:00 pm
XML Lessons for Master eBuilders: Using XML Effectively in E-Business Architectures

Ronald J. Bodkin, Chief Technologist, C-bridge Internet
Solutions Inc.

rjbodkin@c-bridge.com


Biography:

As chief technology officer, Mr. Bodkin leads a team that is responsible for defining how to use e-business technology to produce business solutions. Integral to this is assisting clients in strategic applications of technology and in demonstrating how technology functions. Mr. Bodkin is responsible for analyzing new technologies and works with vendors to create solutions for customers. Mr. Bodkin is a co-founder of the Company. Prior to C-bridge, Mr. Bodkin was a graduate student at the MIT Laboratory for Computer Science where he specialized in object-oriented and Internet technologies and distributed computing. Prior to MIT, he was a founder at Exsellerated Software--an easy to use financial planning program for professional financial planners. Prior to Exsellerated, Mr. Bodkin worked as a senior consultant with Andersen Consulting working with customers such as AT&T Wireless, McCaw Cellular, and Microsoft. Mr. Bodkin holds an MS in computer science from MIT and joint honors--B.Sc. in mathematics and computer science from McGill University. While at MIT, he was a finalist in MIT's $50,000 entrepreneurship contest for his plan based on applying Java technology to Internet business.
Abstract:

Introduction and Background

The Internet has profoundly altered the economy by redefining supply chains and extending information and transactions beyond the organization to global partners, suppliers, and customers. The Internet's pervasiveness and low cost has fueled an explosion of usage and produced a new corporate model, "the Virtual Corporation." This new business environment creates new opportunities and technical challenges for application developers who need a way to deliver data in a standard way to increasing numbers of and greater varieties of users.
Application developers are increasingly turning to XML to achieve data integration and facilitate transactions with a broad range of customers and business partners. Despite the tremendous enthusiasm (and admittedly hype) surrounding XML, we may in fact have only seen the tip of the iceberg. Most application developers are just beginning to realize how much is possible with XML and the tremendous variety of options for how and where it can be incorporating into e-business applications.
Effective e-business innovators recognize the importance of a solid foundation and flexible architecture. As business and technology continue to evolve, the solution that meets your needs today, will not meet your needs tomorrow. Successful e-businesses deploy solutions rapidly, learn from customer feedback and usage patterns, and update solutions through iterations. Such business agility requires flexible architecture and efficient design. As XML is incorporated into the foundation of e-business applications in increasing numbers and greater variety, it is critical that developers have an understanding of how and where it is most effective and how it contributes to the overall success of their implementations.
XML Architectural Principles

A fundamental question is, "How deeply should XML be used in an architecture?" The options for developers using XML include XML-intensive architectures in which XML is used extensively in all places; the intermediate ground of using XML to also connect loosely-coupled internal systems; and the restriction of XML to connect with external systems.


XML can be applied in each tier of an e-business application architecture:
Presentation, functionality, and data.
We will look at the following topics for each tier:

Presentation tier:
* Independent representation of information when presenting information to other computer systems. We discuss how to design underlying schemas for use; what are the business considerations, and what are the types of reusable schemas possible.
* Underlying transport mechanisms (HTTP, IIOP, internal)
* Meta-vocabularies and frameworks (e.g., eCo)
* Technology vocabularies (e.g., BizTalk)
* Horizontal vocabularies (e.g., cXML)
* Domain vocabularies (e.g., DSML)
Functionality tier:
* Different development styles: what they are, when they're appropriate, when they're not, key benefits and drawbacks.
* Object-oriented development. Use of parsers. Design patterns for objects that work with XML data including concepts and requirements for mapping between XML and objects, creation design patterns, and approaches to allow for schema extensions and for supporting multiple vocabularies.
* Transformations and data-oriented development. Use of XSLT. Where this is performant. Where this is advantageous, and where not. Push and pull style transformations, and where each is appropriate.
Data tier:
* Logical Data Models using XML. The benefits of XML schemas. Tool support today and in future.
* Relational database mapping
* Alternatives to relational databases
* Components for data access (XML adapters)
A key determinant for how deeply to use XML in an architecture is the underlying technical qualities of the XML implementation tools. We will discuss how performance, thread-safety, and reliability of XML components impact this decision. We then elaborate on how XML can manifest itself in each scenario, focusing on the different logical tiers of an application architecture.
Learning by Example (Design Patterns and Case Study)
Despite the plethora of options, developers do not have to be XML pioneers.
The tremendous enabling power and potential of XML has produced an extensive list of early adopters. There are many examples of companies leveraging XML and documented evidence of what works and what does not. Developers can leverage this knowledge base and apply the wisdom and experience of companies that have gone before. We will discuss proven architectural and implementation patterns that allow developers to accelerate their XML implementations and reduce the risks associated with technology innovations.
We will also provide a case study of how C-bridge used XML to integrate the supply chain of a major petroleum company through a business portal. This will include our experiences in selecting vocabularies for business-to-business integration, resulting in a vocabulary that extended cXML.
XML Education
Perhaps the greatest obstacle to the success of any application is a lack of knowledge and training. We will discuss the importance of XML education, including the particular challenges when working with evolving standards. We will discuss the skill sets required for the different roles on XML projects and address the challenges of getting teams up to speed and transferring knowledge to client's internal IT staff. Specific examples of how we learned and captured information about XSL and XSD will be provided.
Conclusion
XML is an enabling technology. However, developers need a proper understanding of what it is and is not, and where it is most effective in order to use it effectively and reap the greatest business value.


2:45 pm
Building B2B E-Commerce Sites with BizTalk
Scott Mauvais, E-Commerce Manager, Infogenics

scott@infogenics.com

Biography:
Scott Mauvais is the technical director of Infogenics, a Partner-level Microsoft Solution Provider based in Silicon Valley. At Infogenics, he manages the SQL Server and E-Commerce practices and specializes in integrating Line of Business applications and web sites with ERP systems. Mr. Mauvais has over 15 years experience in the IT industry and has edited several books on emerging computer technologies and is a regular contributor to such publications as Ziff-Davis' SQL Server Solutions. He rolled out his first E-Commerce web site in 1995 and has not looked back since. He is a MCSE and MCSD and bets you drink of your choice his MCP number is lower than yours.
Abstract :
The BizTalk is an industry-wide framework based on XML schemas and industry standards for sharing data. Its main goal is to provide a set of schema's and management tools that will allow businesses to exchange information using XML based messages. These BizTalk messages can include purchase orders, available to commit, sales orders, product catalogs and so on--any document that is sent to a business partner.
Because it is based on a data-drive, loosely coupled model, it allows developers to focus on the data interchange rather than worrying about infrastructure compatibility. In other words, BizTalk allows a business to transparently send financial transactions to online trading partners without having to worry about the underlying transport, their partner's operating system, or even target application--in short, it removes any concern about the specific implementation of the technology involved.
The session will start off with a brief overview of BizTalk and then dive right into detailed discussion of each component of the BizTalk architecture. The main architectural components covered will include:
Core services
Selector--enables transport adapters to submit an incoming message to a persistent queue. It also retrieves each message from the queue, and routes it to the proper application adapter based on information in the name space.
NameSpace--provides access to the name space table. It allows a user to specify the information that assists the Selector to route each message to the proper adapter. Selector will need to call upon the NameSpace component to retrieve information such as adapter for a message type in order to perform the proper routing
Envelope--used by the Selector component to parse information from the BizTalk message envelope in order to route a message to the correct adapter
Development Tools
Timer Server--provides mechanism to define asynchronous events so they may be processed at a later time as specified for each event. The server monitors events defined in the Timer database, and process each event when the time is due.
Timer Helper--provides an interface to register events to the Timer database table
Persistence--provides state management through an interface for saving, retrieving, and updating XML messages in a persistent store.
Admin Tools
Property Manager--provides an administrative interface to the core services configuration information. Properties are used by the core services to define such notions as "who am I and what do I do?" and "how to I respond to particular protocol like HTTP?"
Name Space Manager--allows the administrator to define the relationship between a particular message type and a specific application adapter
Transports
Adapters--enable the Selector to send and receive XML messages from the network. Currently only HTTP and SMTP are supported but FTP, DCOM, SharedDisk are defined
Business Logic
Application Adapter--consumes an incoming message. An Application Adapter must exist for each incoming message.
Plug-ins--Plug-ins work with the core Envelope to completely encapsulate the underlying XML of the BizTalk message.
Data Access Components--Manages the query logic and database management tasks.
Next, we will follow the flow of a BizTalk document as it flows from the Transport Adapter to the Selector where the message is parsed and then routed to the appropriate Application Adapter. It is here in the Application Adapter where the "real" work takes place. It connects to the target LOB application or database and performs the specific business function such as validating and processing an inbound purchase order. Finally we will follow the flow of the response back out as it leaves the Application Adapter, flows to the Selector and finally out to the Transport Adapter. Finally the session will conclude with a discussion of the BizTalk development environment and will show developers just what it takes to build the Application Adapters and Plug-ins to make their Application BizTalk aware.


4:00 pm
Using XML to Automate Complex Business Processes

Patrick Gannon, Director, VP, Marketing & Strategic Programs, Netfish Technologies

pgannon@netfish.com

Abstract:
Where once companies operated as isolated units, the new Internet economy and global competition require companies to collaborate together as well-integrated business communities. This business integration requires more than the traditional exchange of electronic messages and data. It requires the integration of complex e-business processes and enterprise applications across multiple organizations in the value chain.
This session will describe how large trading communities can deploy XML to communicate transparently and securely over the Internet by coordinating complex workflows across multiple organizations; will outline how companies can leverage emerging E-commerce standards, such as RosettaNet, Microsoft BizTalk and cXML; and will articulate the advantages of using XML over traditional EDI methodologies.
Leveraging Many-to-Many Relationships Between Manufacturer and Suppliers in Extended Enterprises
Trading communities typically operate in the framework of a heterogeneous set of processes working asynchronously across disparate platforms and systems. The ability of core business automation systems to communicate seamlessly with one another in the exchange of data is critical to the further evolution and optimization of many of these business-to-business (B-to-B) relationships. This requirement for seamless integration among a variety of systems must also bring additional value to the supply chain, and provide the capability to extend legacy IT infrastructure application investments. This requires workflow integration solutions that can extend existing Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) applications.
Such applications include database marketing, sales force automation, telesales, lead management applications, etc.
EDI Falls Short
Electronic Data Interchange (EDI) alone is not sufficient to effectively accomplish such integration. EDI was never intended to be used for true process integration, and it has not scaled well to extended trading communities except where there is a large, dominating trading hub at the center of the supply or commerce chain. Where EDI has allowed for the exchange of information, it has not been able to "synch up" the many-to-many inter-relationships and disparate systems that traditionally characterize manufacturing companies' supply chains at the inter-company processes level. This deficiency has made workflow coordination and collaboration efforts between companies difficult at best and has created costly inefficiencies and longer cycle times.
XML Proves to be The Key to Business Processing Integration
Well-designed XML-based workflow integration solutions will support extended integration between corporations in four fundamental ways, each of which enables a trading community to extend its global reach to partners and customers, into new kinds of relationships.
1) Web site to Web site - via corporate extranets.
2) Legacy application to Web site - enabling users throughout trading communities to access core business applications through one interface alone: the Web.
3) E-business application to application - functionality, access, and integration are three key tasks for new e-business applications. E-business applications should enable companies to more flexibly communicate with one another, integrate extended enterprise functions, and aggregate resources both inside and outside corporate firewalls.
4) Business process to business process - provides one more level of decision support to mission-critical activities, enabling greater teamwork among partners across the extended enterprise.
Conclusion
The value of XML is ultimately found in a reduction of costs associated with establishing cross-system and cross-platform interoperability for trading partners within a trading community, leveraging and extending legacy infrastructures as well as investments in Internet Application Architectures.


4:45 pm
XML Transformations: The Key to Success in eBusiness Solutions
Mark Colan, XML Technologist, IBM Corporation

Mark_Colan@Lotus.com

Biography:
Mark Colan is an XML Technologist for IBM Corporation. He is also well known as the Lead Architect for the InfoBus technology (a Java Standard Extension). With over 20 years experience in designing and implementing commercial software products and technologies, Mark is well versed in component software strategies, operating systems, and software tools. Mark has spoken at several leading Java and XML industry conferences and events, including JavaOne '98 and '99, the Java Developer's Kitchen series in 1998, the Colorado Software Summit in 1998, and XML '99.
Abstract:
The talk follows this outline:
A. A look at some problems in the beginning of industry use of XML. The need for a large number of apparently incompatible industry-specific vocabularies. How can you integrate with other companies to begin to do e-commerce? There's a tension between designing schemas for interoperability vs to handle all of the internal processes specific to your company. How can you optimize the use of XML for your company's internal processes yet remain compatible with the standard vocabulary you need to use for ecommerce?
B. XML Application Architectures. How transformations with XSL address these problems. A look at various types of XML applications, and where XSL fits in.
C. XSL by Example. An overview of transformations in XSL, by way of an easy example. This is intended to give you a sense of what's possible with XSLT, XPath, and Formatting Objects.

D. A survey of the tools associated with XSL development: processors, authoring environments, debugging facilities, etc.



TECHNICAL TRACK (Feb 29, March 1, March 2)


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