BPM Executive Summit 2015

Annual Customer Collaboration and Innovation Event

October 21-22, 2015

Princeton Marriott at Forrestal
100 College Road East,
Princeton, NJ 08540

Event Overview

Over the past few years we have heard from many of our customers, asking if we could create a forum for them to share BPM experiences, successes, challenges and journeys. Based on these requests, we hosted our first BPM Executive Summit in October 2013. The "one-day" event received such an overwhelming and positive response that since last year we made it a two-day event. This exclusive, by-invitation only event is offered to our valued customers. This year, the Princeton Marriott at Forrestal in Princeton, NJ provided a stylish and intimate space for the sharing of real world success stories, lessons learned, and tricks & techniques that have helped all of us achieve common organizational goals!

We had Clay Richardson, Senior Analyst at Forrester Research, and Prof. Michael zur Muehlen, Associate Dean of Graduate Studies at Stevens Institute of Technology as our keynote speakers who drove the thought provoking discussions. Pramod Sachdeva, Founder and Managing Director at Princeton Blue shared his thoughts on Princeton Blue's innovation in BPM and Rules.

If you have any questions regarding this summit, please send us an email.

Speaker Profile

We had Clay Richardson, Senior Analyst at Forrester Research, and Prof. Michael zur Muehlen, Associate Dean of Graduate Studies at Stevens Institute of Technology as our keynote speakers who drove the thought provoking discussions. Pramod Sachdeva, Founder and Managing Director at Princeton Blue shared his thoughts on Princeton Blue's innovation in BPM and Rules.

Event Agenda

October 21, 2015
From To Topic
8am 9am Breakfast and Registration
9am 10:30am Keynote Address
Reframe BPM for Digital Excellence
Clay Richardson, FORRESTER RESEARCH, Inc.
The push towards digital excellence is forcing companies to customer experience and operational excellence efforts in order to deliver new digital products and services that engage customers and grow revenues. Customer-obsessed operating models sit at the heart of digital excellence. These new operating models prioritize agile and flexible business processes that can be extended to a wide range of digital channels, including mobile, IoT, social, and web. In this session we will share best practices and examples of companies re-architecting and re-framing their BPM efforts to support digital excellence and customer-obsession.
10:30am 11am Networking Break
11am 12noon Banking Customer Discussion
How many BPM systems should an enterprise have?
Vipul Narula, Strategy and Architecture, Banking SME
Enterprise BPM and its existence with all other "BPM" systems like SharePoint, K2, Lotus Notes etc. and the decision criteria that tells you which one to use and when
12noon 1pm Networking Lunch
1pm 3pm Workshop: Apply New Strategies For Rapid-Customer Centric Innovation
Fast-changing customer behaviours create moving targets that don't fit neatly into traditional BPM delivery cycles. In response to these challenges, leading companies are embracing lean startup techniques that prioritize rapid experimentation for introducing new innovative products and services. In this workshop we will discuss how to adapt lean startup techniques for the enterprise, and provide hands-on exercises to practice moving new ideas from an initial problem statement to a minimum viable capability. We will also look at the role business technology platforms play in helping drive rapid customer-centric innovation.
3pm 4pm Structured vs. Unstructured Processes
When to use traditional BPM vs. Case Management? When does it make more sense to do all tasks in a pre-specified order and when should the process become more milestone oriented? What are the advantages of one approach over the other?
4pm 4:30pm Networking Break
4:30pm 5:30pm Capital Markets Customer Discussion
Critical success factors for Enabling Business Transformation
Matthew Morgan, Bridgewater Associates
This session will discuss factors that Program Directors should consider in implementing a Process Excellence program at their enterprises, including organizational culture, maturity level, results/momentum, and executive sponsorship.
6:30m 9:30pm Dinner at Triumph Brewery, Princeton, NJ
October 22, 2015
From To Topic
8am 9am Breakfast
9am 10am Keynote Address 
Process Analytics
Prof. Michael zur Muehlen, Stevens Institute of Technology
What your process does (or does not) tell you about how well you’re doing.
10am 10:30am Networking Break
10:30am 11:30am Pharmaceutical Customer Discussion
BPM…Playing Nice with Systems of Records
Michael Calluori, Sanofi
Neil Sanford, Sanofi
Users want the best of BPM while leveraging data and content from other sources.
11:30am 12:30pm The Evolution of the Enterprise COE
Center of Excellence’s mean something different to each organization. This is partly because each organization establishes one with a different objective and each COE is designed to take the organization’s culture and change management maturity into account. How can an organization use a COE to bring together process excellence (e.g. lean/six sigma, etc.) and process automation (BPM implementation) under the same umbrella of shared services and best practices?
12:30pm 1pm Wrap and closing remarks
1pm 2pm Networking Lunch

Customer Feedback

All our earlier BPM Executive Summit events received extremely positive response. The events provided a very interactive platform for sharing thoughts, experiences and learnings. The overall satisfaction index was 9.6 out of 10. We look forward to yet another exciting event with our customers.

Below is sample feedback from our customers who attended the past events, in their own words.

An excellent opportunity to exchange ideas and challenges of BPM while understanding industry trends.
Princeton Blue provides clear and valuable thought leadership.
A very unique opportunity to discuss challenges and trends with my peers and industry experts in the BPM Space.
Great forum for sharing frameworks and ideas with like minded colleagues. Really beenficial to spend a day and a half with people whi "get it" and are committed to promoting the thinking forward.
Very informative and though provoking experience! Ability to spend time having content rich discussions with other folks from other companies was an enriching experience.
The value of this group is the participants- the open discussions, the passionate arguing, just being able to discuss common experience with incredibly intelligent colleagues- fantastic.
Excellent opportunity to hear about real life problems with BPM implementation.
Knowing what peeers are doing and learning from them is always intersting and exciting!

Hotel Accommodation

Elegant and impeccably appointed, the Princeton Marriott at Forrestal provides the perfect hotel destination for the event. The resort is located on 25 picturesque wooded acres in Princeton, NJ, and offers amenities that will surely delight our participants. Sophisticated rooms and suites feature luxury bedding and plenty of space for working and relaxing. A brilliant experience awaits you at the Princeton Marriott at Forrestal.

The Princeton Marriott at Forrestal has blocked off a number of rooms for us at special rate of $189 per night. The special group rate ends on Monday, September 28, 2015, so please make your reservation soon if you need accommodation. Click here to book a room.

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