INFORMATION SECURITY SUMMIT - JANUARY 22, 2007

8:00-8:45
Continental Breakfast And Registration

8:45-8:50
Welcome Address

8:50-9:05
Chairman’s Opening Address

 

9:05-9:40
Leveraging Identity Management: Developing Strategies To Ensure Information Security
Pamela Fusco, CISSP, CISM, CHS-III
Executive Vice President
Citigroup

Protecting IT infrastructures from information theft and complying with regulations while ensuring users' privacy remain constant goals and challenges for many security and information managers. Network security and identity management are processes that organizations can no longer do without to be able to secure information assets. Evaluate your business processes and capabilities to achieve operational effectiveness by preventing and managing threats to your network.

  • Preventing unauthorized access to secure and confidential information
  • Making content available based on user profiles and identification
  • Evaluating your business requirements to establish security strategies

Pamela Fusco has accumulated over 20 years of substantial experience as a Security and Risk Management Professional. Her extensive background and expertise expand globally encompassing numerous facets of enterprise security inclusive of logical, physical, personal, facilities, systems, networks, wireless, compliance and auditing, risk management and forensic investigations. Pamela developed company security platforms with key methodologies and technologies and further designed, implemented and executed the Systems Security Operations, Architecture, Policy and Compliance departments and security strategies. Technically astute, Pamela developed robust and cost effective intrusion detection devices, real-time analysis tools; automated systems and application security patch configuration processes and launched the security collaboration inspection engine.

 

9:40-10:15
Achieving A Balance Between Easy Access And Protection Of Sensitive Information
Dr. C. Warren Axelrod, CISM, CISSP,
SVP, Business Information Security Officer
United States Trust Company, N.A.

 

Immediate access to information is the goal of enterprise search, but access doesn’t automatically mean absolute freedom to use or share information. There needs to be a balance between easy access and protection of sensitive information. Learn from one of the leaders in information security and develop security strategies that you can apply in your organization.

  • Meeting the challenge of securing sensitive information, including confidential and personal data, from unauthorized access.
  • Ensuring that content is only provided to users based on a need-to-know as it relates to their job roles.
  • Securing access and establishing access rights to multiple repositories and siloed databases
  • Integrating multiple security access privileges in a search engine platform without compromising performance and scalability.

Dr. C. Warren Axelrod is responsible for security policies, standards and awareness. Warren was honored with 2003 Computerworld Premier 100 IT Leaders and Best in Class Awards. He testified before Congress on cybersecurity in 2001 and represented financial services security interests at the Y2K National Information Center.

 

10:15-10:50
Managing Security As A Core Competency Instead Of Simply An Extension Of Information Technology
Roy L. Post Chief Information Security Officer
Operational Risk Management
AXA Equitabl
e


Information security has become a major asset and an indispensable competitive advantage in all industries or businesses. However, establishing an information security team is not enough. Security needs to be among the core competencies of your organization. If you don’t see it among your core business goals, you need to raise the red flag and establish an enterprise information security management process that will protect your people, your IT resources, and your organization. In this presentation, Roy talks about:

  • Shifting the focus to security by establishing an enterprise security management process
  • Enforcing secure search to protecting your people, assets, and technology
  • Developing the appropriate tools, techniques, and methods to improve security management
  • Understanding the ROI of having a secure enterprise search

Roy is the Chief Information Security Officer for AXA Equitable, the U.S. business of AXA Group, a global financial protection firm with offices in over 50 countries. He is responsible for information security policy, governance and awareness within the U.S. Roy has twenty-five years experience as an IT professional before transitioning into his present role in 2003. He speaks regularly on information security topics and always welcomes the opportunity to speak with an audience of professionals in related disciplines to share and learn.

 

10:50-11:20
Refreshment Break And Networking Opportunity

 

11:20-11:55
Establishing Levels of Security To Achieve Data Privacy And Integrity
  Jason Harrell, CISSP, ISSMP,
Information Security Officer
ABN AMRO

 


Data privacy and integrity is crucial in every organization and a reliable security strategy should be in place to protect sensitive data from being accessed. Defining roles and responsibilities, with respect to data security, is a required practice to ensure good data management. Jason Harrell, an expert in information security, risk management, and compliance, will talk about how you can best develop and establish levels of security to protect your data, your users, and your networks.

  • Developing levels of restriction based on identification and assigned membership
  • Examining the reliability of password protected data to secure your information
  • Understanding how technology can enhance the security in your enterprise
  • Sharing Best Practices: Demonstrating how you can give users access to only the content they are allowed to see

Jason Harrell has spent the last eight years in the information security and risk management profession. He has been involved in a wide range of information security/risk projects including IT audit and compliance, IT risk management, and various network security design projects. In these assignments, Jason has been responsible for safeguarding digital assets and intellectual property for various financial, professional services, and legal organizations. In his current position, Jason is responsible for various risk and compliance issues for the Americas region of a major financial services firm. Jason is the former CISO for the New York Board of Trade.

 

 

11:55-12:30
PANEL: Aligning Your Security Management Strategy With Your Business Goals To Achieve Secure Searching In Your Corporate Intranet
 
 
Pamela Fusco, CISSP, CISM, CHS-III
Executive Vice President
Citigroup

 
 
Eric Negler,
EVP, Business Development
Coveo
 
 
  Jason Harrell, CISSP, ISSMP,
Information Security Officer
ABN AMRO
 
  • Identifying your business goals in securing enterprise search
  • Knowing the users of your systems, identifying appropriate access rights for each user, and controlling your access rights to prevent threats to your corporate information
  • Developing business regulations around secure search to avoid breaches in security
  • Enforcing secure information audit to meet regulatory compliance

Toby Redshaw is Corporate Vice President of I.D.E.A.S. (Innovation, Data, Enabling Platforms and Architecture Services) for Motorola. He oversees the company’s enterprise-wide IT blueprint, including the integration of IT solutions across Motorola’s various business sectors, anticipating IT industry future directions, and establishing the IT strategy, architecture and standards across the company globally. In addition, Toby also has primary responsibility for IT business development, emerging technology, the intranet, common platforms and the adoption and showcasing of all Motorola products internally.

Eric Negler has a wealth of experience in enterprise search sales, sales team development and executing alliances to build market share. Prior to Coveo, he worked as an independent sales process consultant and held sales management positions at Inktomi, Verity and SkyTel. Eric holds a B.S. degree in Finance from the University of Arizona.


 

1:30-2:05
Safeguarding Your Content Against Internal And External Threats To Your Systems
Gilliam Duvall, CISSP-ISSEO, CISM, CTE
Professor of Systems Management
IRMC
National Defense University

Every year, hundreds of significant data security breaches are reported in the United States. Lax or non-existing data security policies, unprotected laptops and PDAs, as well as network intrusion are among the popular reasons for security breaches. With increasing data security compliance legislations, organizations need to re-examine their security standards and practices. Gil Duvall shares how the Department of Defense, a vital, information-centric organization, is protecting their networks from insider and external threats. Discover how the government is tightening its information security controls and policies to detect and prevent any breaches in security.

• Implementing standards in accessing, using, and managing information
• Properly protecting laptop computers or mobile devices information to ensure that data is not lost or stolen
• Establishing controls to safeguard proprietary information from being shared to customers, partners, or suppliers
• Evaluating your search engine capabilities to effectively identify real-time data breaches or access violations

Gil Duvall is a recognized systems management expert and member of the information operations & assurance teaching faculty for The Information Resources Management College of The National Defense University. Gil’s expertise in information security, network architecture, data management, and information assurance education has provided policy, business process improvement, and technical solutions for organizational information technology project implementation, acquisition life cycle, and interoperability problems for over 24 years.

 

2:05-2:40
Demonstrating A Strategic Approach To Protecting Your Network
  Jay White
Global Information Protection Architect
Chevron


The network is a key asset as well as the first line of cyber defense. This discussion will walk through Chevron’s strategy and tactical approach to securing the network. Jay White, Chevron’s Global Information Protection Architect is responsible for Chevron’s network security strategy and will cover the following topics:

• Perimeter firewalls are not enough: Developing security zones to increase protection
• Outlining Chevron’s views of Network Access Control (NAC) and Network Access Protection (NAP)
• Sharing strategies on network intrusion detection and prevention

Jay White is responsible for managing the development, maintenance and communication of Information Protection policies, standards and technical controls. Jay has over 18 years’ experience with Chevron and is Director of the Standards Review Board, addressing IP controls for the entire enterprise. Jay currently sits on numerous security councils, including Microsoft, Sun and contributed to Homeland Security's strategy for managing the security of SCADA. He is CCNA and a certified auditor.

 

2:40-3:15
Enforcing Information Security To Maintain Document Integrity And Confidentiality
Bruce W. Edwards, CISA, CIA, FLMI
Information Security Officer
University of Louisville

Developing and implementing security policies and standards is a strategic approach to protecting your data and preventing issues in security. Bruce Edwards will discuss the different approaches to establishing organizational security policies and regulations to maintain document integrity and confidentiality and establish secure search to the document level.

• Establishing organizational policies and standards in information security
• Enforcing security regulations and communicating this to employees, partners, and/or customers
• Identifying risky content
• Developing strategies to establish secure search to the document level

Bruce has 20 years audit, security and training experience in the Life Insurance, Utilities, Education & Health Insurance industries. He designed the statistically driven Agency Field Audit risk assessment model still in use at Monumental Life Insurance Company (formerly Providian, Capital Holding Agency Group, Commonwealth Life). He trained office administrators throughout the eastern U.S. and worked as Senior I.S. Auditor at Louisville Gas & Electric and the University of Louisville (U of L). Bruce also worked as an IT Security Consultant at Humana Inc, where he was Project Manager for the HIPAA Risk Assessment, Management and Evaluation effort among other duties before returning to U of L as Information Security Officer. Bruce has been involved in various system roll-outs over the years, including Providian's Field Collection System and U of L's PeopleSoft Financials Implementation where he provided security consultant, system auditor, QA testing and other services.

 

3:15- 3:45
Refreshment Break & Networking Opportunity


3:45-4:20
Examining The Risk Of Insider IT Sabotage: An Empirically Based Approach To Understanding “The Big Picture”
Dawn Cappelli
Senior Member, Technical Staff, CERT
Carnegie Mellon University


This presentation will focus on one type of threat that can affect any organization – insider IT sabotage. Dawn Cappelli, an expert in the area of insider threat, will begin by presenting a summary of findings regarding 49 actual cases of insider IT sabotage from The Insider Threat Study, conducted by the U.S. Secret Service and Carnegie Mellon University’s Software Engineering Institute CERT Program. Next, she will focus on CERT’s current insider threat work: the development of an empirically-based model of insider IT sabotage. The purpose of this model is to demonstrate the “big picture” of the risk insider threat, including:

• The interaction of policies, practices, technology, organizational culture, and insider psychological issues,
• The escalation of the insider threat problem over time, and
• Key countermeasures to mitigate insider IT sabotage.

Dawn Cappelli is Senior Member of the Technical Staff in CERT at Carnegie Mellon University’s Software Engineering Institute (SEI). She has over 25 years experience in software engineering, including programming, technical project management, information security, and research. She is technical lead of CERT’s insider threat research, including the Insider Threat Study conducted jointly by the U.S. Secret Service and CERT.

 

4:20-4:55
Do You Know Where Your Data Is?
Theresa Ho, CISSP, CISA, CISM, PMP
Director, Information Security
McGraw-Hill Companies

 

Knowing and controlling who has access to what is the ultimate goal of information security. Corporations spend millions of dollars on firewalls, application vulnerability management, identity management, access control, data encryption, etc. to ensure corporate data does not fall into the wrong hands. Is Digital Rights Management the solution to finally achieve that goal? Theresa Ho, Director and Information Security Officer at McGraw-Hill Companies will share with you:

• What is Digital Rights Management?
• Understanding the underlying technology and challenges
• Examining how Digital Rights Management can be used in conjunction with your existing investments to achieve the ultimate goal

Theresa Ho has over ten years of experience in the information security area. She is currently a Director and Information Security Officer at the McGraw-Hill Companies, leading an identity management project across the ?enterprise. Prior to that, she was the CISO for the McGraw-Hill Education business segment responsible for the overall information security program worldwide. Her responsibilities included providing strategy planning, program implementation and management, security architecture, awareness programs, and providing consultation to McGraw-Hill Education products and services for security and legislation regulation compliances.

 

4:55-5:30
PANEL: Protecting Your Data Through Risk Management
Wyman Miles
Senior Security Engineer
Cornell University

 
 
Dawn Cappelli
Senior Member, Technical Staff, CERT
Carnegie Mellon University

 
 
  Jay White
Global Information Protection Architect
Chevron

Risk management is a key component of any successful IT security program. Protecting the organization, its IT assets, intellectual property, and sensitive information is the ultimate goal of an effective risk management process. By learning to manage risk proactively instead of simply reacting after a breach occurs, companies can better protect their resources and assets. Developing risk analysis, security policies, and tight controls help companies enhance the security of their networks and comply with security regulations.

• Maintaining tight controls in accessing sensitive information to avoid security breaches or violation of personal privacy
• Understanding the legal and economic repercussion of not having secure networks
• Using best tools and best practices for prevention or detection of insider threats
• Developing an effective governance model, strategy, and tactical approach to policy, standards and controls development as well as regulatory compliance
• Balancing the security and regulatory requirements with the value of the asset and business needs

Wyman Miles has been working in Information Technology in higher education since 1991. In that time, he has administered Solaris, Linux, IRIX, and Windows systems in large production environments. He spent seven years in the employ of Rice University as Manager of Infrastructure. There, he and his team maintained a large number of Solaris systems responsible for campus e-mail, DNS, DHCP, calendar, and other services.

 

5:30
End of Information Summit

 

ENTERPRISE INFORMATION MANAGEMENT
DAY ONE - JANUARY 23, 2007

7:30-8:10
Continental Breakfast And Registration At The Solutions Zone

 

8:10-8:15
Welcome Remarks
Leanne Laudico-Arcinue, Executive Director, EIM 2007

 

8:15-8:30
Chairman’s Opening Remarks

 

8:30-9:10
The Born Again Intranet: How We Had So Much Fun Doing It, That We Did It Again
Giovani Piazza
Global Director, KnowledgeWeb
Program, Center for Business Knowledge
Ernst & Young

Ernst & Young is a recognized leader in knowledge management. Their knowledge sharing environment allows them to access work papers, business news, analysis, and intelligence globally to understand their clients and their businesses, aiming to deliver the most efficient, quality service every day. The Ernst & Young Center for Business Knowledge® (CBK) is a unique asset of the company making knowledge readily available to employees worldwide. Giovanni Piazza helped carve Ernst & Young's search and knowledge management capabilities. Hear his stories on how they built their KnoweldgeWeb Program from the ground up and learn from their struggles and milestones in implementing enterprise search.

  • Demonstrating how Ernst &Young implemented enterprise search in their organization
  • Outlining how Ernst &Young boost up their intranet – KnowledgeWeb – making it a leader in enterprise search
  • Benchmarking against new paradigms, protocols, and technologies to assess their own search capabilities

Giovanni Piazza is a recognized thought and action leader in the fields of Knowledge Management, Document Management, Workflow Management, Enterprise Intranet/Enterprise Portal Architecture, and Learning Organization. As the Global Director for Ernst & Young's KnowledgeWeb Program, Giovanni is responsible for all aspects of E&Y's internal knowledge sharing and intellectual capital management environment, tools, processes, procedures, applications and technologies currently used by more than 100,000 professionals at E&Y. He is also part of the executive team that is responsible for implementing global best practices for E&Y's Center for Business Knowledge.

 

9:10- 9:50
Enterprise Search And Ontologies - Lessons Learned And Best Practices
  Denise Bedford
Senior Information Officer
The World Bank, Georgetown University
Catholic University of America

 

Successful enterprise search systems are grounded in semantics and ontologies. What does an enterprise search architecture look like? How do ontologies fit into enterprise search architecture? How can you build a semantic foundation? And, how can an enterprise search architecture help you move to a contextualized environment? Denise will cover lessons learned and best practices for Enterprise Search.

  • Understanding the characteristics of an enterprise search architecture
  • Building a semantic foundation and developing ontologies to apply in search
  • Sharing lessons learned and best practices: Establishing an enterprise search architecture to achieve a contextualized environment

Denise Bedford is a Senior Information Officer at the World Bank Group in Washington, DC. Since 1997, her duties at the Bank have included management of the World Bank Group's Thesaurus; development of the Bank's core metadata strategy and the various taxonomies that support Bank metadata; functional lead of the enterprise search project, member of the Knowledge and Learning Environment working group, project manager for the implementation of the Teragram concept extraction, categorization and summarization technologies and automated metadata capture; and project manager for the development of the World Bank Catalog in support of the Bank's Policy on Information Disclosure. Her work also has included collaboration with UNESCO Water Portal and UNAIDS on metadata, thesaurus and taxonomy issues. Her current interests include multilingual information architectures, semantic analysis technologies, computational linguistics and knowledge economics.

She is an associate of the faculty of Georgetown University and the University of Tennesse, and former adjunct faculty of Catholic University of America.; Dr. Bedford received a Ph.D. from University of California, Berkeley, in Information Sciences, an M.A. from University of Michigan in Russian History, an M.S. in Library Science from Western Michigan University, and a triple major B.A. from the University of Michigan in Russian Language, German Language, and Russian/East European History. Her experience prior to joining the World Bank Group includes: University of California Systemwide Administration, Stanford University, Intel Corporation, NASA, University of Michigan, University of Maryland, University of Southern California. She is a past member of the Board of Trustees of the Dublin Core Metadata Initiative, a current member of the Networked Digital Library of Theses and Dissertations Board of Directors, a Senior Fellow at the Montague Institute, member of the Board of the Federal CIO Council's Knowledge Management Working Group, an expert speaker for the U.S. Department of State, and a participant in the Ontolog community of practice. She is a current member of ASIST, SLA, ACM, and AAAI.

 

9:50-10:30
Knowledge As A Strategic Advantage
Tom Hill
Director, Learning & Knowledge Management
Corporate Information Technology
Genentech, Inc.


 


With major changes evolving in the biotech industry for the product development lifecycle, patient services, reimbursement, regulatory and competition, the knowledge management organization needs to respond and take leadership to address key issues. Several critical factors related to these major changes in the industry will be discussed and examined with possible alternatives identified.

  • Developing a corporate knowledge management strategy which supports corporate business objectives
  • Creating a learning and content management scorecard to effectively communicate the value of KM services
  • Identifying key strategic business problems
  • Designing a technology roadmap that addresses key business objectives

Tom leads a team of 40 professionals in enterprise learning services, knowledge engineering, information science and digital video and graphics services. Today, Genentech is leading the biotech industry, growing at 40-50 % per year offering a unique challenge and opportunity to innovate in the development of state-of-the-art learning services, knowledge management and dynamic object repositories. In addition, he leads the Learning Economics Group (LEG), a non-profit professional association supported by the Marriott School of Management, focused on conducting original research on the strategic value of learning to an organization and its economic impact.

 

10:30-11:00
Refreshment Break & Networking Opportunity At The Solutions Zone

11:00-11:40
Addressing Real-World Global Data Search Challenges

Andres Andreu,
CISSP-ISSAP, GSEC
Partner, Technical Director of Web, Engineering/Applications -
WW IT Group, Ogilvy & Mather Worldwide

Ogilvy & Mather Worldwide

Knowledge, in the form of data (i.e. digital assets, text, etc), represents what Ogilvy & Mather (as well as most modern-day organizations) relies on for critical business functions. The business treats this data as critical based on the inefficiencies that have been uncovered prior to its availability. Focusing on knowledge in this form modern-day organizations are challenged with effective search across large potentially federated data sets. Couple this challenge with a global dispersement of physical offices, bandwidth constraints, skill sets and technologies and the effectiveness of true enterprise search becomes a challenge of a larger order of magnitude.

  • This case study will present:
  • The main requirement as it was set forth from the business and the
    external clients
  • The global challenges faced when designing, architecting, and
    engineering the solution
  • The constraints encountered when facing the challenges
  • The creative approach used when solving the challenge technologically


  • Andres Andreu, CISSP-ISSAP, GSEC is responsible for Ogilvy & Mather's global software applications. He introduced the realm of open source technology to Ogilvy's web application space and has architected/engineered numerous business critical solutions including the global LDAP directory and its infrastructure, as well as Ogilvy's Global Server Load Balanced (GSLB) Web Services infrastructure.

    Prior to working for Ogilvy & Mather, for approximately one decade he served the United States of America in an Information Technology capacity within a "3-Letter" federal law enforcement agency. The bulk of his time there was spent building the IT Infrastructure and working on numerous intelligence/analysis software programs for one of the largest Title III Interception Operations within the continental U.S. During his time in this capacity he was the recipient of numerous agency awards for outstanding performance.

    He holds a Bachelors Degree in Computer Science, graduating Summa Cum Laude with a 3.9 GPA from the American College of Computer and Informational Sciences (now American Sentinel University). Mr. Andreu specializes in software, application, and web services security, working with XML security, TCP and HTTP(S) level proxying technology, and strong encryption. He has 13 years of experience with technologies like LDAP, Web services (SOA, SOAP, etc), enterprise applications, and application integration.


11:40-12:20
Using Context Searching To Find The Most Relevant Information In The Enterprise
Oz Benamram
KM Counsel
Morrison & Foerster LLP

Context searching allows you to find not just documents, but relevant people, places, skills, and other specific information within those documents located in the data enterprise. Imagine how much time, effort, and money you can save if you have this function in your search systems? Discover the many benefits of context searching and learn how you can develop this for your own organization.

  • Illustrating the ability of context searching to find people, places, skills, projects, and other specific information within the enterprise
  • Improving productivity through context searching and eliminating duplicate efforts in finding or reproducing documents across multiple offices
  • Proving that context searching can reduce costs for organizations who rely on critical documents to make decisions, locate experts, and produce reports

Oz Benamram provides Morrison & Foerster LLP strategic direction in the use of technology and knowledge management to support the substantive practice of law. He also ensures the implementation and broad adoption of technology by practice groups worldwide. Oz has been an associate in the corporate department of the New York office between 1999 and 2002. His practice focused on corporate and securities law, assisting clients primarily with public offerings, mergers and acquisitions, joint venture agreements, securities issues, and general business matters.

 

12:20-1:00
PANEL: Evaluating Information Access Technologies And Identifying The Right One For Your Organization
Helen Mitchell
Enterprise Search Project Manager
Food and Drug Administration (FDA)

 
 
Giovanni Piazza
Global Director, KnowledgeWeb
Program Center for Business Knowledge
Ernst & Young


 
 
Todd Rulon-Miller
President & CEO
KnowNow


 
 
 
Moderator:

Moderator:
Seth Earley
Founder
Earley & Associates


You recognize that developing and implementing search will improve productivity and efficiency in your organization, but what is the first thing you need to do? Given that there are several search solutions in the market, which one should you choose? How do you evaluate the capabilities of these technologies? Join this interactive panel and raise your questions and concerns regarding search technologies and the implementation process.

  • Understanding the capabilities of the different enterprise search technologies to help you select the right search product for your company
  • Aligning your business strategies with the solutions tied to the different search applications available in the market
  • Sharing experiences: Learning how companies have chosen the right technology and how they implemented it in their organizations

Helen Mitchell has worked for the Federal Government over 30 years and has been with FDA over 25 of those years. She serves as Project Manager for FDA’s Enterprise Search system which has grown to contain over 9 million documents within 35 repositories of structured and unstructured content (intranet, internet, Oracle & Documentum databases, shared areas, and scanned documents). Her primary role has been to develop standardized information management strategies to support search & retrieval of unstructured and structured data in a multi-platform environment across the FDA for their 10,000+ users. She currently works under the FDA CIO’s office to evaluate, recommend and develop search strategies across the Agency. She works with all FDA components to integrate standardized search technologies into their IT Applications. She also works with multiple groups within FDA to better integrate, customize and improve search, classification, categorization & taxonomy development so staff can more quickly access relevant information across FDA.

Todd Rulon-Miller is President and CEO of KnowNow, Inc. Todd was the founding General Partner of Apogee Venture Group, which invested in eight privately held technology companies. Prior to Apogee, he served as the Senior Vice President of Worldwide Sales, Services and Support for Netscape Communications. He built the sales team to 800 employees operating in over 30 countries worldwide, and increased revenue from zero to over $600 million dollars annually. Todd also served as the President and CEO for Software Alliance, as Vice President of North American Sales for NeXT Computers, as Strategic Account Manager at Tandem Computers, and as VP of Sales for First Data Resources. He started his career in 1976 at IBM Corporation in sales, earning 3 successive "100% Clubs".

Theresa Regli applies over twelve years of experience in content management and multi-channel publishing to her work as a consultant, analyst and writer. Recently, Theresa joined CMS Watch, an analyst firm that provides an independent source of buyer's advice on content management, records management, enterprise portals and enterprise search technologies. Theresa’s specializations include content strategy, product selection, taxonomy design and business process engineering.

Seth Earley is the founder of Earley & Associates, Inc, specializing in knowledge, content and document management systems with a focus on taxonomy development and workflow design. With 20 plus years in the technology field, he has been involved in knowledge and content management processes for the past 12 years. He has taught graduate courses in KM and is co-author of Practical Knowledge Management from the IBM Press.

 

1:00-2:00
Lunch For All Attendees


TRACK A:

2:00- 2:10
Chairman’s Opening Address


2:10-2:50
Information Operations: Search, Knowledge And Net-Centricity: The Process Portal Project (P3)
Dr. Joe Clema
Senior Scientist
1st Information Operations Command

 

The Department of Defense is in a state of transformation to achieve a modern network-centric, interoperable force. The 1st Information Operations Command is building the Process Portal Project (P3) to effectively utilize, manage, and share all knowledge, information, and data available in the enterprise. The P3 Portal is user-centric, network-centric, and provides the critical elements for effective collaboration and information access across the enterprise.

  • Leveraging knowledge management and the power of processes
  • Exploring the collaboration technologies for use in information operations and enterprise search
  • Outlining net-centric solutions to achieve enterprise information management goals

Dr. Joe K. Clema is the Senior Scientist for the US Army’s 1st Information Operations Command (Land) supporting its mission of providing information operations (IO) products and services to Army land commanders. Joe participates in national/international technology issues/meetings affecting IO & intelligence, establishes/maintains long-term technical vision, provides technical leadership, recommends tool acquisitions and supports IO technology sharing with Army units. He is responsible for the design and implementation of the enterprise, user-centric, net-centric Process Portal Project (P3) to support the Army’s transition to enhanced collaboration services, information sharing and information access for information operations. His extensive record in defining, developing and directing technology initiatives reflects skills in enterprise planning, full product lifecycle management, and large-scale, complex implementations. For the last six years his name appears in the “Marquis Who’s Who in the World”.

 

2:50-3:30
Proving The Value Of Semantic Web Technologies In Your Organization
Kevin J. Lynch
Knowledge Architect
Raytheon Company

To begin using semantic web technology requires a leap of faith. Unlike more proven technologies and approaches, you are less able to make the hard-dollar business case before you begin. It may appear - or feel - as if you are trying to boil the ocean. Raytheon purposefully focused very narrowly, and used elegant tools being developed by MIT to assemble and organize information across four of our most significant repositories. The results were immediately applicable to enterprise search.

  • Using semantic web technology to enhance enterprise search
  • Effectively integrating repositories to boost information access and sharing
  • Demonstrating lessons learned from Raytheon’s enterprise search implementation strategies

As a Knowledge Architect for Raytheon for the last 5 years, Kevin’s focus is on semantic infrastructure for systems integration, especially for enterprise search. Prior to Raytheon, Kevin was the project manager and database architect for COPLINK, a novel data warehousing project integrating law enforcement databases for intelligence sharing.

 

3:30-4:00
Refreshment Break & Network Opportunity In The Solutions Zone


4:00-4:40
Implementing Enterprise Search At Harvard Business School
Ravi Mynampaty
Software Engineer
Information Architecture Group
Harvard Business School

 

Ravi Mynampaty outlines how the HBS Information Architecture Group approached the challenge of implementing enterprise search at the school. Hear how HBS started with web content search and then integrated other ?of an analytics layer to help track the usage of the new UI features. Learn how the team iterated the design and adapted it to fit different sites on campus. Broader design principles as well as specific implementation details will be discussed.

  • Outlining strategies to overcome the challenge of implementing enterprise search
  • Demonstrating HBS’ implementation process using web content search and then integrating other tools
  • Tracking the usage of the new user interface features by developing customization to enable the addition of an analytics layer

Ravi Mynampaty has nine years experience in software development. He is currently part of the Information Architecture Group at Harvard Business School (HBS). For the past two years he has played a lead role in the design, architecture, and implementation of search projects across HBS.

4:40-5:20
Implementing Knowledge Management Activities At PATH
Olga Shargodoska
Knowledge Services Team Leader
Program For Appropriate Technology
In Health


Olga Shargorodska introduces the knowledge systems of PATH, a nonprofit organization in Seattle. Many different people, programs and teams share their documents, knowledge and expertise for the benefit of the whole organization. Information structures include servers all over the world, access to an internal web site that serves as the main information sharing system. Resources include the company intranet, multiple SharePoint sites and a shared drive seen by all locations and email. PATH has been developing a new and improved intranet site that provides better visibility of resources and more flexibility for staff participation by creating better publishing, blogs and feedback options.

  • Developing and improving your internal website to advance information sharing
  • Providing better visibility of resources and encouraging user participation to improve the user experience
  • Sharing lessons learned: Implementing knowledge management activities at PATH

At PATH, Olga is responsible for practical implementation of organization-wide knowledge management initiatives, including but not limited to the intranet development, records management policy, user training, developing knowledge practices, search engine maintenance and development, and library/external resources services delivery and improvement. Her major achievements include unveiling of the new PATHnet in June 2006 and development of the search portal in February 2006.

 

5:20-6:00
Data Warehousing In An Outsourced Environment
  Victor Dudemaine
Assistant Vice President
Database Mgmt and Infrastructure
HSBC Bank Canada

 

Many organizations seek to outsource a number of IT functions, including data management and data warehousing. How does this benefit your organization? What are the challenges in outsourcing your functions to a third party? What are the best management strategies that you can employ in this situation?

  • Understanding the process and requirements for outsourcing your data warehouse
  • Examining the pros and cons of data warehouse outsourcing
  • Outlining what you should look for in a partner
  • Sharing best practices for working together

 

6:00-7:30
Welcome Reception And Awards Party For All Attendees

 

TRACK B:

2:00-2:10
Chairman’s Opening Address

 

2:10-2:50
Examining Faceted Search: Using The Guided Navigation Approach To Create Precise, Targeted Search Results
Christine Connors
Knowledge Architect
Intuit, Inc.

Faceted navigation allows a user to browse in an intelligent way, improving the process and experience of enterprise search. By providing multiple navigational paths to any one item of information, users can navigate through different facets, allowing search and browsing of related information with multiple classifications.

  • Understanding the benefits as well as challenges of faceted search
  • Allowing users to decide how they want to narrow down their search results to improve relevancy
  • Designing and organizing your information to provide customized search to your users
  • Evaluating the capabilities of your application to allow faceted search

Christine joined Intuit in July 2006 as a Knowledge Architect in the Small Business Division. Her goals are to improve content management and increase findability for customers and customer support agents around the globe. Formerly Metadata Architect at Raytheon, Christine led Intelligent Search and Knowledge Representation. The KR Team won the 2003 Raytheon Excellence in Corporate IT Award for Collaboration and Knowledge Management. Christine maintains professional memberships in the IA Institute and ASIS&T.

 

2:50-3:30
Creating Intranet Applications That Promote A Knowledge Sharing Culture
Jason Eiseman
Computer Automation Librarian
Schwabe, Williamson & Wyatt

Once a simple repository, modern intranets are expected to perform more like interactive websites. This session will discuss the role intranets can play in supporting knowledge management and promoting a knowledge-sharing culture. This will include practical tips on how to design intranet applications to encourage user participation, support internal conversations, and change the role of the intranet in your organization.

  • Examine the role intranets play in organizational knowledge sharing
  • Understanding how interactive applications behind the firewall can encourage user participation
  • Learn how to leverage user-generated content on an intranet

Jason Eiseman designs, programs, and manages web applications for the firm's intranet, maintains the library catalog, and performs legal and non-legal research. He has acted as webmaster, and redesigned several websites, most recently programming a custom content management system for the Oregon chapter of the Special Libraries Association.

 

3:30-4:00
Refreshment Break & Network Opportunity In The Solutions Zone


4:00-4:40
Making Search Smarter: Getting Only The Information That You Need
Wyman Miles
Senior Security Engineer
Cornell University

Making search smarter is probably the single biggest focus of Cornell’s confidential data remediation efforts. The issue with any search effort isn't tools or techniques so much as taking the results and turning it into something that is actionable by an organization. The first step in that is getting the most accurate data possible from your search. Wyman Miles shares how they are making progress in enterprise search at Cornell University and his experience and lessons learned can be used and applied to your own implementation? process.

  • Exploring the imminent possibility of accessing the one information that you immediately need
  • Doing away with related results
  • Eliminating duplicate documents
  • Weighing the benefits as well as challenges in precise searching
  • Can precise searching be done?

Wyman Miles has been working in Information Technology in higher education since 1991. In that time, he has administered Solaris, Linux, IRIX, and Windows systems in large production environments. He spent seven years in the employ of Rice University as Manager of Infrastructure. There, he and his team maintained a large number of Solaris systems responsible for campus e-mail, DNS, DHCP, calendar, and other services.

4:40-5:20
Metadata-Enhanced Search At The U.S. Environmental Protection Agency/td>
John Shirey
Searchmaster
US Environmental Protection Agency (EPA)

The US EPA has taken enterprise search seriously for almost a decade. While focusing on indexing our public Web site, we have leveraged the principles for our intranet, and we are now exploring ways to drill into the Agency's ECMS repository. Early commercial tools could not fulfill our requirements, and we developed an approach and home-grown tools to enhance search. Now we are adapting these protocols to a new search engine and to our Web CMS, which will enable much better collection of metadata. EPA is adopting Agency-wide standards for metadata, and we will conform to federal requirements as well.

  • We will explore our lessons learned and the next steps along our path with attendees:
  • Enhancing Web search with metadata - a brief history
  • Examining the challenge of collecting metadata, and what EPA is doing there
  • Demonstrating our vision for the future of agency-wide search within our ECMS repository

John Shirey was EPA's founding Webmaster in 1994, and he has continued as a leader in the Agency's Web community since that time. He currently manages EPA's search services and is actively involved in assessing emerging technologies and their impact on the dissemination of public information. He recently completed EPA's public and intranet search engine migration and is leading an initial deployment of the Web component of EPA's Enterprise Content Management System. He is evaluating how to federate EPA search with other federal agencies, and how to integrate search at EPA's desktops. Previous career achievements include the Agency's first LAN deployment, GIS service manager at the EPA National Computer Center, and EPA's first Unix systems service manager at the NCC.

 

DAY TWO - MAIN CONFERENCE


8:15-8:55
Continental Breakfast And Registration In The Solutions Zone

 

8:55-9:10
Chairman’s Opening Address

 

9:10-9:50
It's More Than Just Search: Search, Taxonomies, And Navigation for Optimal Customer Support
Richard Beatch
Search & Information Architect
Dell Global E-Commerce

Richard Beatch presents a case study focused on how to utilize an integrated approach to deliver technology updates as well as leverage search, taxonomies, and intuitive navigational elements to boost user experience. This discussion will address Customer Experience, Content Optimization, Metadata, amongst other topics with an overarching focus on leveraging technology to deliver user-friendly customer support.

  • Leveraging search, taxonomies, and technology to improve information management and search
  • Enhancing the user experience through content optimization and metadata
  • Sharing best practices and lessons learned in managing information and search

Richard Beatch has worked extensively in the fields of search and taxonomy over the past several years after making the jump to technology from an academic career as professor of Ontology and Philosophy. Through his work he has developed hundreds of taxonomies as well as optimizing several search implementations using a range of technologies for a vast array of companies. His past work has involved companies including Apple Computer, McAfee, Microsoft and, more recently, Allstate Insurance and now Dell Computers. At Dell, Richard works on the Global E-Commerce team as the lead architect for Search and Information Architecture.

 

9:50-10:30
Leveraging Data In Your Enterprise To Empower Business

Manish S. Patel
Corporate Director
Program Manager
Activant

 

Data drives your business operations. So if you are not leveraging your data you are missing out on very important opportunities to optimize your business. Integrating search, business intelligence, and data warehousing can deliver better results and improve performance. Strategic planning is key to your success and data management expert, Manish Patel, will show you how you can leverage your data to empower your business.

  • Reviewing how business process ties to data
  • Leveraging search to enhance the use of data
  • Understanding why data is important to your business
  • Demonstrating how good data can help you improve your bottom line

Manish has been in the financial services industry for over 5 years and has helped Fortune 1000 companies re-engineer their data process and has led the implementation of the first straight through nationwide trade processing
system at Bank of America Securities. He is an expert in design and delivery of new products and services that enable companies to deliver on their strategic visions for new revenue growth and operational efficiency. He has extensive experience in all facets of project life cycle from strategic planning and inception through deployment and post production support with the unique ability to bridge the business and technology gaps. He possesses strong financial services and management background with proven ability to build and manage creative, highly energized, focused teams.

 

10:30- 11:00
Refreshment Break & Networking Opportunity In The Solutions Zone

 

11:00-11:40
Semantic Search And Its Role In Finding Information
William Hayes
Head of the Library and Information Services
Biogen Idec, Inc.

The potential of the Semantic Web to transform knowledge management is enormous but still on the horizon. Semantic Search technologies, however, are already being deployed into corporations as production capabilities. This presentation will review the advantages gained by semantic search technologies based upon real world experience in delivering information using Agile NLP (as an example of Semantic Search technology). The presentation will also provide a review of the variety of solutions and suggestions on uses.

  • Describing semantic search
  • Reviewing various semantic search implementations
  • Providing examples of information delivery using semantic search
  • Suggesting ways of integrating semantic search into an overall search strategy

William Hayes, PhD Molecular Biology and Bachelors in Aerospace Engineering from Georgia Tech, is head of the Library and Information Services at Biogen Idec. He is focused on extracting the maximum value out of the available literature content through the use of the best techniques in literature analytics and newer operational guidelines. He has extensive experience with text mining, bioinformatics, and grid computing in meeting the challenges of informatics driven drug discovery.

 

11:40-12:20
Integrating Controlled Vocabularies Into Search Implementations

Marti Heyman
Global Taxonomy Senior Manager
Formerly with Deloitte & Touche Tohmatsu

 

To improve efficiency and eliminate guess work, you must search smarter and faster. Controlled vocabularies draw different terms and concepts into one single word or phrase to boost search- and navigation. Establishing this component requires consistency in individual indexing and use of pre-determined terms so it is not always easy. However, once you find the most appropriate term, most of the information you need is classified together in one place, saving you the time
and energy to locate similar items. Examine the benefits and challenges of using controlled vocabularies to enhance relevant searching and develop strategies to integrate controlled vocabularies with your navigation system.

  • Understanding the challenges of uncontrolled versus controlled vocabularies
  • Developing a strategy to create and maintain controlled vocabularies
  • Identifying how you want to integrate your controlled vocabularies in your system
  • Understanding the requirements of integrating your controlled vocabularies in multiple applications

Marti Heyman has been involved in the design and use of controlled vocabularies in support of search engine effectiveness for the past 15 years. She also has extensive experience in the application of more generalized KM practices. Marti has worked in a range of corporate settings, from manufacturing to e-business to professional services.

 

12:20-1:00
Aligning Enterprise Portal And Enterprise Search Strategies
Frederick B. Kauber
SVP Enterprise Platform Solutions
First Data Corporation


The biggest benefit of having an enterprise search system is having a consolidated source of information that you can consistently share with your employee base. The trick however is that in a large company, there are different avenues for information to be shared. To establish one form of intranet across the company means consolidating business-oriented internets into that larger framework. How do you begin to develop an enterprise portal strategy? How do you align this with your enterprise search strategies? And, how do you evaluate relevant technologies and processes to enhance your search capabilities?

  • Exploring an organization’s approach to developing an enterprise portal strategy in a de-centralized organization
  • Building an awareness of relevant technologies and implementation considerations that can aid portal/search integration and performance
    Reviewing content management and analytical processes to boost enterprise content findability

Fred Kauber is SVP of Enterprise Platform Solutions at First Data Corporation. In this capacity, he is responsible for the strategic development and operation of enterprise web, ERP, CRM and new product platforms. Prior to joining First Data, he held senior leadership positions in technology, product management/development and operations at IBM, Dun & Bradstreet, Reliance Insurance, and Bigfoot Interactive. He is a Six Sigma Black Belt candidate and expert in the field of e-commerce, web application development/architecture and business enablement via emerging technologies.

 

1:00-2:00
Lunch For All Attendees


2:00-2:40
A Microsoft Perspective On The Impact Of Enterprise Search In Your Company’s Growth And Success
Jonathan Kauffman
General Manager
Enterprise Search
Microsoft

Jon Kauffman is the General Manager of Microsoft’s Business Search Group. A sixteen-year veteran of Microsoft’s enterprise software business with an engineering background, he has worked on messaging, networking, web, and portal technologies. He holds a B.S. in Computer Science from Yale University.

 

2:40-3:20
Outlining The Process Of Implementing And Improving Enterprise Search In Your Organization
Helen Mitchell
Enterprise Search Project Manager
Food and Drug Administration

The implementation of enterprise search is a huge undertaking and not a simple one. There are stages that you need to go through, important decisions that you need to make and milestones you must set to ensure you're successful. As many organizations are in different stages of implementation, Helen Mitchell, will outline the different steps and strategies in effective deployment and execution of enterprise search.

PHASE I – Initial Enterprise Search Development & Implementation

  • Guiding companies new to search: Answering the first question – Where do I start?
  • Evaluating the organization's current search system(s)
  • Proving the ROI in search
  • Examining the organization's ability to build an information architecture to implement search
  • Making sure you have the right set of tools and people who will invest enough time in implementation
  • Sharing best practices: Learning from other companies that recently implemented Enterprise search – What worked? What didn't? What did they do?

PHASE II – How to Improve Enterprise Search in Your Organization...Taking it to the next level

  • Analyze Feedback Surveys, report metrics & User Interviews for strengths & weaknesses
  • Identify requirements to integrate search across all digital assets (i.e., IT Applications, Shared Areas, Databases, Scanned Data, Web Content)
  • Incorporating best practices from lessons learned, ex. Standards, processes…
  • Examine need to provide more relevant search results – by persona, metadata, taxonomies
  • (MMRB) Marketing, Metrics, Resources, Budget (I just made this up!:))
  • Ensure product(s) selected meet HW & SW requirements and can plug & play (i.e., SOA)
  • What are next steps

Helen Mitchell has worked for the Federal Government over 30 years and has been with FDA over 25 of those years. She serves as Project Manager for FDA's Enterprise Search system which has grown to contain over 9 million documents within 35 repositories of structured and unstructured content (intranet, internet, Oracle & Documentum databases, shared areas, and scanned documents). Her primary role has been to develop standardized information management strategies to support search & retrieval of unstructured and structured data in a multi-platform environment across the FDA for their 10,000+ users. She currently works under the FDA CIO's office to evaluate, recommend and develop search strategies across the Agency. She works with all FDA components to integrate standardized search technologies into their IT Applications. She also works with multiple groups within FDA to better integrate, customize and improve search, classification, categorization & taxonomy development so staff can more quickly access relevant information across FDA.

 

3:20-3:50
Refreshment Break & Networking Opportunity In The Solutions Zone

 

3:50- 4:30
Leveraging In-House Development to Meet Your Organization's Search Needs
  Geof Starr
Information Systems Officer
Program For Appropriate Technology In Health

Using an example from PATH's intranet search portal, Geof talks about the advantages and challenges of meeting an organization's search needs by integrating proprietary, open-source, and custom-built solutions.

  • Understanding your organization's search needs
  • Creating indexable files from databases
  • Creating an effective interface

Geof is an Information Systems Officer at PATH, an international nonprofit organization that creates sustainable, culturally relevant solutions, enabling communities worldwide to break longstanding cycles of poor health. Geof's role at PATH focuses on developing web applications that allow PATH offices in thirteen countries to access and share information.

 

4:30-5:10
PANEL: Addressing The Challenges Of Enterprise Search
Christine Connors
Knowledge Architect
Intuit, Inc.

 
 
Richard Beatch
Search and Information Architect
Dell Global E-Commerce

 
 
  Geof Starr
Information Systems Officer
Program For Appropriate Technology in Health

 
 
Kevin Gough
Product and Marketing Manager
Google
 
 
Theresa Regli
Principal
CMS Watch

You’ve heard the case studies and learned from the gurus of enterprise search, but you may still have some questions that have not been addressed. This is your opportunity to ask those questions and search experts, Geof Starr, Christine Connors, and Richard Beatch, will help you analyze and overcome the challenges you are facing in enterprise search.

  • Overcoming obstacles in building an infrastructure that allows you to access relevant information quickly to save time and increase productivity and quality of work
  • Evaluating your organization’s search capabilities and existing technologies
  • Addressing common problems that hinder customer satisfaction with search
  • Outlining strategies to achieve relevancy: leverage taxonomies, exploit metadata, evaluating your user interface

    Theresa Regli applies over twelve years of experience in content management and multi-channel publishing to her work as a consultant, analyst and writer. Recently, Theresa joined CMS Watch, an analyst firm that provides an independent source of buyer's advice on content management, records management, enterprise portals and enterprise search technologies. Theresa’s specializations include content strategy, product selection, taxonomy design and business process engineering.

    Kevin Gough is product and marketing manager for Google's enterprise division and has been responsible for launching various enterprise search and collaboration products, including the Google Mini, Google U.S. Government Search and Google Apps for Your Domain. Previously, Gough was co-founder and director of sales and marketing for SSB BART Group, a software and consulting company that works with government agencies and large organizations to make their information technology accessible to people with disabilities.
 
 



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