Agenda

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PegaWORLD 2007 special interest group Schedule

Pegasystems Banking & Capital Markets Special Interest Group
Portofino Bay Hotel
Bernini Room
Agenda Wednesday October 31, 2007
 

9:30 – 9:50

Welcome & SIG Overview

Willy Fox, Senior Director, Pegasystems

9:50 – 10:05

Turbo Networking Activity

All

10:05 – 10:50

Roundtable Discussion: Becoming the BPM-Enabled Enterprise

All

10:50 – 11:10

Group Brainstorming: Industry Needs for Business Solutions

All

11:10 – 11:25

Live Poll: Future SIG Agenda Items

All

11:25 – 11:30

Summary & Wrap-up

Willy Fox

Pegasystems Healthcare Special Interest Group
Portofino Bay Hotel
Tuscan Ballroom II
Agenda Wednesday October 31, 2007

Come learn about the Healthcare SIG at this inaugural meeting. Use this opportunity to connect with other healthcare professional to discuss best practices, share ideas and enhance your knowledge of BPM and the capabilities of Pegasystems’ Build for Changeฎ technology. You will also hear more about BCBSMN’s enterprise transaction framework and greater detail on its successful first projects.

9:30 – 9:40

Introductions

All

9:40 – 10:00

SIG Overview

Elizabeth Hart, Senior Director, Healthcare Solutions, Pegasystems

10:00 – 10:15

Brainstorm Future SIG Agenda Items

All

10:15 – 10:40

Care Management Solution Framework Introduction

Salil Shinde, Director of Healthcare Product Management, Pegasystems

10:40 – 11:25

BCBS Minnesota Project Details

Walter Ritschel, Principal Enterprise Transaction Framework Engineer, BlueCross BlueShield of Minnesota

11:25 – 11:30

Summary & Wrap-up

Elizabeth Hart

Pegasystems Insurance Special Interest Group
Portofino Bay Hotel
Michelangelo Room
Agenda Wednesday October 31, 2007

The Insurance SIG is looking to build on the momentum from the initial SIG conducted in the spring of 2007.

Meeting Objectives:

  • To conduct high value interactive sessions
  • To enhance the relationship between Pega and our customers
  • To share knowledge and insight about how the Pega product and solve business problems
  • To encourage the growth of process and rules management within our clients

9:30 – 9:45

Opening Remarks and Introductions

All

9:45 – 10:00

Open Items from May Meeting

  • Status on Use Case and Testing compatibility
  • Best Practices/Standards for use of Pega
  • Upgrades and backwards compatibility
  • Template development
  • Sharing of ideas via a web community

Gary Kirkham, Senior Director, Insurance Solutions, Pegasystems

10:00 – 10:30

Case study presentation -- Hot Topics for Insurance

Prasad Balakrishnan, PricewaterhouseCoopers (tentative)

 

10:30 – 11:00

 Solution Matching

Needs discussion - Feedback on current needs and possible trends within the industry for the next 12-18 months:

  • P and C Personal Lines – Near term focus: Claims (FNOL), Quoting/Underwriting and Admin system replacement? Other topics

  • P and C (Small commercial) Near term focus: Quoting/Underwriting? Other topics

  • P and C (Large commercial) – Near term focus: Process integration with underwriting/admin/claims. Capturing and standardizing intellectual capital in all areas. Other topics?
  • Life - Near term focus: Process improvement in new business, policy admin and claims. Other topics?
  • Annuity – STP to meet NAVA standard for annuities?
  • All – Near term focus: Regulatory impact? Other topics?
     

All

11:00 – 11:20

 Introduction of the modified SIG charter

Discussion of charter

  • Needs met?
  • Involvement at the right level?
  • Address the right issues?
  • Other items with new charter?
     

All

11:20 – 11:30

Summary, Next Planning Meeting, Wrap-up

Gary Kirkham

PRPC Developer and Designer SIG
Portofino Bay Hotel
DaVinci Room
Agenda Wednesday, October 31, 2007

The PRPC Designer and Developer SIG is being established to ensure Pegasystems has a constant and continuous level of collaboration with the Pega User Community.  During this SIG session we will discuss product plans, new feature ideas, plans for our Pega Developer Network (PDN) community web site, and also solicit feedback on the direction of the product and PDN.

9:30 – 9:50

Opening Remarks and Introductions

  • Identify the Goals of the SIG
  • Sharing of ideas for our web community

Sam Coe

Program Manager, Pega Developer Network Pegasystems

9:50 – 10:20

PDN and Documentation Direction

Agility is not limited to Application Development.  Pegasystems is changing to continue to meet the needs of the Pega User Community through enhancements to both the PDN and System Documentation. 

  • PDN – Changes to meet the needs of the community: site navigation, search, discussion groups, feedback
  • PRPC Documentation - Content pages, more seamless integration with the PDN
     

Sam Coe

10:20 – 10:30

Break

 

10:30 – 11:20

Product Planning

We will discuss the ever changing needs for Developers and Designers, the capabilities we have in place for 5.3 as well as the direction for planned enhancements.  Pegasystems is interested in your feedback on these enhancements and time will be allocated to discuss any additional features/opportunities to make organizations Agile.  Proposed topics include:

  • Capturing Business Objectives
  • Developing Professional User Interfaces
  • Process Modeling and Optimization
  • Integration
  • Business Rules Management
  • Rules and Application Management
  • Installs and Upgrades
  • Adding Business Intelligence and BAM to your application
  • Reporting
  • Troubleshooting
  • Ease of Use, General Navigation
     

David Vidoni, Product Manager, BPM,

Kerim Akgonul, Vice President, Product Management

11:20 – 11:30

Planning the Next SIG Meeting

  • Discussion of charter
  • Discussion at the right level of detail?
  • Address the right issues?
  • Frequency of Meetings/Venue

All