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6th Conference "BI or not BI"
Hotel Mons, Ljubljana - 17.03.2011
SUMMARY
AGENDA
LOCATION
SPEAKERS
Another year has passed by and it is time that we meet again at the conference »BI or not BI«. Our motto for the year 2011 is "Information with a mission".
Cashflow Management, Revenue Assurance and Customer Retention are and will be the major keys to success and the basis for survival of any company.
Comprehensive and well organised Data Warehouses, Data Quality Management, Data Integration, Planning Systems and Business Intelligence will make sure these processes run smoothly. The mission of the Information is to make sure we stay in control and manage these and other processes as well.
At CRMT we managed to merge both the Business and the Technical aspect into a one day event, where prominent top experts from various countries will provide you with the latest trends in their areas of expertise.
There will be plenty of time to talk to experts from other companies, our visiting lecturers and employees of CRMT Company, during the lunch break, the coffee breaks or after the final lecture.
Let March 17th be your “BI day”.
The BI 2011 event will take place at the Hotel Mons in Ljubljana.
Enriched with new knowledge you will effectively manage the constant new challenges.
This year we will draw the castthesurveys.The grand prize will beiPadWiFi3G16GB.The awardwinner must be present at the time of drawing and the survey must be properly completed.
Therefore-sign upand follow us.Weexpectyoualready.Applications accepted until 14th March 2011.
FEE:250Euros+VAT
Registration feeincludes:
*Participationinone-daymeeting *The promotionalmaterialatregistration *cateringduringbreaksandlunch *Presentations bylecturersinpdfformat(publishedafter the eventto:www.crmt.com)
PAYMENT: When registering,indicate eitherthe amount oftheTRRCRMTLtd.,No:05100-8011967464inABANKAVIPAdd,reference2011-412.Invoicewill be sentafter themeeting.
TERMINATIONOF PARTICIPATION: Ifyou cancel after 9th March 2011,the registration feewill not bereturned.It is possible totransferregistrationto anotherperson.In theabsence of such participationwithouta cancellation charge ofthe registration fee is full.
The conference programme, details of registration and payment will are available on our website www.crmt.com
Dietmar PascherPartner and trainer of Controller Akademie AG in Munich and Graz
Dipl.-Ing. Dietmar Pascher is partner and trainer of Controller Akademie AG in Munich and Graz. He provides controlling and finance training, workshops and coaching for Controllers and Managers in German, English, Spanish and French language. Furthermore he specialized on Better Reporting, Balanced Scorecard, Project Management, Sales Controlling and psychological principles of clear communication and leadership competences for big change projects.
Before, he worked as a sales controller in Frischeis AG, Austrians biggest retailer for furniture industry. Then he joint KNAPP AG in Graz, leading supplier for warehouse logistics, working as a project manager and controller for international projects. Before joining Controller Akademie he was director of research and development for KNAPP.
Marco MatteiVice President – Advanced Application
Marco Mattei has been appointed as Vice President for Advanced Applications.
In his new position, the IT veteran will support software sales by exploring new markets and consolidating the company's presence in industries where Tagetik has grown more than 50% in terms of customers and revenues. Prior to joining Tagetik, Mattei previously served as Country Manager for OutlookSoft EMEA, now part of the SAP Group, as well as in various account management functions at FMS Group and Hyperion Solutions.
Marco Mattei, 49, is graduated in political science at international level.
Philip HowardResearch Director at Bloor Research
Philip started in the computer industry way back in 1973 and has variously worked as a systems analyst, programmer and salesperson, as well as in marketing and product management, for a variety of companies including GEC Marconi, GPT, Philips Data Systems, Raytheon and NCR.
After a quarter of a century of not being his own boss Philip set up his own company in 1992 and his first client was Bloor Research (then ButlerBloor), with Philip working for the company as an associate analyst. His relationship with Bloor Research has continued since that time and he is now Research Director focused on Data Management.
Data management refers to the management, movement, governance and storage of data and involves diverse technologies that include (but are not limited to) databases and data warehousing, data integration (including ETL, data migration and data federation), data quality, master data management, metadata management and log and event management. Philip also tracks spreadsheet management and complex event processing.
In addition to the numerous reports Philip has written on behalf of Bloor Research, Philip also contributes regularly to IT-Director.com and IT-Analysis.com and was previously editor of both "Application Development News" and "Operating System News" on behalf of Cambridge Market Intelligence (CMI). He has also contributed to various magazines and written a number of reports published by companies such as CMI and The Financial Times. Philip speaks regularly at conferences and other events throughout Europe and North America.
Away from work, Philip's primary leisure activities are canal boats, skiing, playing Bridge (at which he is a Life Master), dining out and walking Benji the dog.
Robert Golob, PhD.president of GEN-I, d.o.o.’s management board, also president of the management board
of Istrabenz Gorenje, d.o.o.
Robert Golob completed his undergraduate education at the Faculty of Electrical Engineering of the University of Ljubljana in 1989, his master’s degree three years later, and his doctoral education in 1994. After receiving his doctoral degree, he was awarded a Fulbright Grant for a visiting position at the Georgia Institute of Technology in Atlanta. In addition to holding leading positions in the business sector, he is also an associate professor at the Faculty of Electrical Engineering of the University of Ljubljana.
In 1998, Golob was appointed head of a negotiation team working on the EU’s energy policy. In 1999 and 2002, he was state secretary for energy matters, first at the Ministry of the Economy and then at the Ministry of the Environment and Spatial Planning. During this time he helped draft three key acts on energy that laid the groundwork for the deregulation of Slovenia’s energy market.
Golob’s areas of professional expertise include: developing electricity systems, restructuring the electricity industry, electricity markets, and electricity strategy. He taught two subjects at the Faculty of Electrical Engineering of the University of Ljubljana: Energy Converters and Electric Power Plants, and the Electricity Market. He was the founder and first director of the Laboratory for Energy Policy and has authored numerous publications and papers on markets, optimization of energy sources, and electricity system planning. He has managed several basic research and industry-applicable projects for the Slovene energy sector.
In November 2002, Golob founded Istrabenz energetski sistemi and became its general manager. The company develops innovative energy solutions in renewable energy sources, efficient use of energy, and trading with energy products. Since 2006, when Istrabenz energetski sistemi was restructured and transformed into the Istrabenz Gorenje Group, electricity trading has been conducted by GEN-I, trgovanje in prodaja elektricne energije, where Golob is president of the management board.
Before thestart ofthe eventwe invite youto listen tothebasics ofDW, BI, CPMwhichwill be run byMatejPetrovčičexecutive director fortechnical solutions.
We haveprepared avariety oflecturesin thehallPlečnik whereplenary lectureswillbe heldfor bothITandbusinessareaandwill presentcase studiesof both areas also.Inthe hallFabianiwillbe presentedcase studiesin ITareas.
As an additionaloffer,weofferthis yearparallelworkshops/round tables,whereyou willdiscussa particularsubject areaina smallcircleof participants and share experiencesand knowledge.
Organizerreserves therightto change theschedule.
Select program
Plečnik HallFabiani HallWorkshops
Thursday, 17.03.2011
08:00 - 09:00
REGISTRATION
09:00 - 09:10
Welcome speach, Slavko Despotović, CEO CRMT d.o.o.
09:10 - 09:40
More informationConference Introduction, Robert Golob, PhD., president of GEN-I, d.o.o.’s management board, also president of the management board of Istrabenz Gorenje, d.o.o.
Robert Golob, PhD.president of GEN-I, d.o.o.’s management board, also president of the management board
of Istrabenz Gorenje, d.o.o.
Robert Golob completed his undergraduate education at the Faculty of Electrical Engineering of the University of Ljubljana in 1989, his master’s degree three years later, and his doctoral education in 1994. After receiving his doctoral degree, he was awarded a Fulbright Grant for a visiting position at the Georgia Institute of Technology in Atlanta. In addition to holding leading positions in the business sector, he is also an associate professor at the Faculty of Electrical Engineering of the University of Ljubljana.
In 1998, Golob was appointed head of a negotiation team working on the EU’s energy policy. In 1999 and 2002, he was state secretary for energy matters, first at the Ministry of the Economy and then at the Ministry of the Environment and Spatial Planning. During this time he helped draft three key acts on energy that laid the groundwork for the deregulation of Slovenia’s energy market.
Golob’s areas of professional expertise include: developing electricity systems, restructuring the electricity industry, electricity markets, and electricity strategy. He taught two subjects at the Faculty of Electrical Engineering of the University of Ljubljana: Energy Converters and Electric Power Plants, and the Electricity Market. He was the founder and first director of the Laboratory for Energy Policy and has authored numerous publications and papers on markets, optimization of energy sources, and electricity system planning. He has managed several basic research and industry-applicable projects for the Slovene energy sector.
In November 2002, Golob founded Istrabenz energetski sistemi and became its general manager. The company develops innovative energy solutions in renewable energy sources, efficient use of energy, and trading with energy products. Since 2006, when Istrabenz energetski sistemi was restructured and transformed into the Istrabenz Gorenje Group, electricity trading has been conducted by GEN-I, trgovanje in prodaja elektricne energije, where Golob is president of the management board.
09:40 - 10:25
Cash flow planning: how Corporate Performance Management helps you in keeping under control your liquidity, Anna Ruzzene, Manager Advisory – Performance Improvement, PricewaterhouseCoopers (in ENG)
10:25 - 10:45
BREAK
10:45 - 11:30
More informationTaking an holistic approach to data and governance, Philip Howard, Bloor Research (in ENG)
Philip HowardResearch Director at Bloor Research
Philip started in the computer industry way back in 1973 and has variously worked as a systems analyst, programmer and salesperson, as well as in marketing and product management, for a variety of companies including GEC Marconi, GPT, Philips Data Systems, Raytheon and NCR.
After a quarter of a century of not being his own boss Philip set up his own company in 1992 and his first client was Bloor Research (then ButlerBloor), with Philip working for the company as an associate analyst. His relationship with Bloor Research has continued since that time and he is now Research Director focused on Data Management.
Data management refers to the management, movement, governance and storage of data and involves diverse technologies that include (but are not limited to) databases and data warehousing, data integration (including ETL, data migration and data federation), data quality, master data management, metadata management and log and event management. Philip also tracks spreadsheet management and complex event processing.
In addition to the numerous reports Philip has written on behalf of Bloor Research, Philip also contributes regularly to IT-Director.com and IT-Analysis.com and was previously editor of both "Application Development News" and "Operating System News" on behalf of Cambridge Market Intelligence (CMI). He has also contributed to various magazines and written a number of reports published by companies such as CMI and The Financial Times. Philip speaks regularly at conferences and other events throughout Europe and North America.
Away from work, Philip's primary leisure activities are canal boats, skiing, playing Bridge (at which he is a Life Master), dining out and walking Benji the dog.
Ensuring that data is of high quality is one thing. Ensuring that it remains of high quality is another, which requires governance. Further, data needs to be consistent across the enterprise and not isolated in silos of information. This requires some way of ensuring consistency across data sources, which typically means consolidating those sources or aligning them by means of master data management. In either case there is a significant data integration challenge involved. And then there is compliance and governance, which is essentially about the establishment of policies and the monitoring of the processes and people that will ensure that those policies are adhered to. The bottom line is that there is a lot involved in the management of data and its governance and organisations need to take a broad view of requirements that span all of these (and other) disciplines. It is these topics that will be discussed in this presentation.
11:30 - 12:15
More informationManagement Reporting, Dietmar Pascher, Partner and trainer of Controller Akademie (in ENG)
Dietmar PascherPartner and trainer of Controller Akademie AG in Munich and Graz
Dipl.-Ing. Dietmar Pascher is partner and trainer of Controller Akademie AG in Munich and Graz. He provides controlling and finance training, workshops and coaching for Controllers and Managers in German, English, Spanish and French language. Furthermore he specialized on Better Reporting, Balanced Scorecard, Project Management, Sales Controlling and psychological principles of clear communication and leadership competences for big change projects.
Before, he worked as a sales controller in Frischeis AG, Austrians biggest retailer for furniture industry. Then he joint KNAPP AG in Graz, leading supplier for warehouse logistics, working as a project manager and controller for international projects. Before joining Controller Akademie he was director of research and development for KNAPP.
We will create the awareness, that management reports can only be understood
- when we tell the receivers of our reports what we have to tell and
- when we communicate in an understandable unified way.
By applying the main SUCCESS® rules we increase the readability and the understanding of reports and enable the visual display of complex information. To make sure that management reports have something to report, prof. Dr. Rolf Hichert has developped SUCCESS rules for better reports. Powerful reports convey a strong message to the management and provide them with high information density. Clear and unified information design ensures the fast readability and the correct understanding of these information.
12:15 - 13:15
LUNCH
13:15 - 13:40
More informationThe Corporate Performance Management (R)evolution, Marco Mattei, Vice President of Advanced Applications, Tagetik (in ENG)
Marco MatteiVice President – Advanced Application
Marco Mattei has been appointed as Vice President for Advanced Applications.
In his new position, the IT veteran will support software sales by exploring new markets and consolidating the company's presence in industries where Tagetik has grown more than 50% in terms of customers and revenues. Prior to joining Tagetik, Mattei previously served as Country Manager for OutlookSoft EMEA, now part of the SAP Group, as well as in various account management functions at FMS Group and Hyperion Solutions.
Marco Mattei, 49, is graduated in political science at international level.
In the current economic situation there are many internal and external changes facing the CXOs (Chief Executive Officers, Chief Finance Officers, Chief Information Officers) team and all departments involved in managing an organization’s performance. The most important effect of these challenges is the rising complexity in managing the business. In order to support the new business scenario, the organizations must change their culture, the scope of responsibility of the CFO has been dramatically changed.The CFO is no longer a transactional, control, and accounting officer, he/she must also focused on creating value for the greater enterprise by providing financial leadership.The impact of finance should be expanded beyond the walls of the finance itself to the rest of organization.As more and more operational data needs to be gathered, analyzed and monitored and integrated with financial data, the finance department has to interact and serve more business groups (sales, marketing, HR, operations) within the company.
The existing Corporate Performance Management (CPM) generation is not enough adequate for supporting this new business scenario, a new approach is required, the organizations need a unified solution able to communicate goals and deadlines with teams, share information, manage financial processes (budgeting, closing, consolidation, reporting, …), and analyze data.CFOs need an enterprise solution to simplify the growing business complexity in highly competitive markets, manage large international teams, meet faster deadlines and pressing governance regulations.The new approach able to support the organization on these requirements is the Collaborative Performance Management. Today, thanks to Tagetik 3.0 Enabled by Microsoft Office SharePoint, this new generation is a real fact, in one unified enterprise solution is possible:
Coordinate, collaborate, and communicate with increasingly large and international teams, through the sharing of activities, calendars, deadlines, ...
Increase productivity through collaborative software
Analyze data in a simple and intuitive way
Share structured and unstructured information
Benefit from a highly collaborative tool across all the enterprise – from production to sales departments
Leverage your existing IT infrastructure
...
13:40 - 14:05
Building BI Competence Center in the company Simobil d.d., Andreja Štirn, Market Intelligence Manager, Simobil d.d.
14:05 - 14:30
Managing the Court with BI, Rado Brezovar, Adviser to the president of the Supreme Court of the Republic of Slovenia
14:30 - 14:55
Liquidity Management, mag. Mitja Godec, Head of Controlling and reporting department, Probanka d.d.
14:55 - 15:15
BREAK
15:15 - 16:00
Protecting privacy in an era of advanced information technologies, Nataša Pirc Musar, Information Commissioner
16:00 - 16:30
BI maturity, mag. Slavko Kastelic, head of strategic development, CRMT d.o.o.
16:30 - 16:50
CRMT - back to the future, Slavko Despotović, CEO CRMT d.o.o.
16:50 - 17:00
iPad, .... shaking hands, .. goodbye
Thursday, 17.03.2011
-
08:15 - 09:00
Pre-session: Very basic of DW, BI, CPM, Matej Petrovčič, Executive Director for technological solutions, CRMT d.o.o.
13:15 - 13:40
Regulatory reporting for banks, Daniel Potočnik, Executive Director for business solutions, CRMT d.o.o.
13:40 - 14:05
BI Mobile, Boštjan Pavle, consultant BI, CRMT d.o.o.
14:05 - 14:30
Managing data quality and case study of the Telekom Slovenia, Uroš Jemec, consultant BI, CRMT d.o.o.
14:30 - 14:55
MDM - Master Data Management, Matej Petrovčič, Executive Director of Technology Solutions, CRMT d.o.o.
Thursday, 17.03.2011
13:15 - 14:05
More informationETL - Step by Step, Matej Petrovčič in Uroš Jemec
Namen delavnice je predstaviti proces ETL: kaj je to, primeri uporabe, itd. Na podlagi izkušenj, vam bomo predstavili proces ETL vse od zajema, transformacije in nalaganja podatkov v podatkovno skladišče. Dotaknili se bomo tako metodologije kot tudi tehničnih podrobnosti.
Delavnica pomeni interaktiven pristop. Sama vsebina, nivo poglobljenosti in tehnične podrobnosti pa so odvisni tudi od vas, dragi udeleženci, ter od vaših vprašanj.
Delavnica je enkratna priložnost, da se v prijetnem okolju pogovorite z ljudmi iz drugih podjetij, ki imajo podobne izkušnje ter težave pri izdelavi in vzdrževanju ETL procesa.
Delavnica je namenjena IT uporabnikom. Maksimalno število udeležencev je 8.
14:05 - 14:55
More information5 Pillars of building CPM, Marco Mattei, Vice President of Advanced Applications, Tagetik, (in ENG)
Marco MatteiVice President – Advanced Application
Marco Mattei has been appointed as Vice President for Advanced Applications.
In his new position, the IT veteran will support software sales by exploring new markets and consolidating the company's presence in industries where Tagetik has grown more than 50% in terms of customers and revenues. Prior to joining Tagetik, Mattei previously served as Country Manager for OutlookSoft EMEA, now part of the SAP Group, as well as in various account management functions at FMS Group and Hyperion Solutions.
Marco Mattei, 49, is graduated in political science at international level.
The applications for the analysis/assessment of the company business performance are becoming strategic for the existence of the organizations and not just part of a company's competitive strategy.The many proposed solutions from the market are in most of the cases identified with the label of Corporate Performance Management (CPM). This myriad of products and the frequently incorrect classification of these solutions under the CPM hat, generate a lot of confusion in the corporate world. The aim of this session is to clarify the course participants how to choose / implement a CPM solution.
Delavnica je namenjena poslovnim uporabnikom. Maksimalno število udeležencev je 8.
English 
Slovenian
Thursday, 17.03.2011