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 Agenda - Wednesday, February 7th, 2018

7:30 AM REGISTRATION AND BREAKFAST

8:30 AM OPENING COMMENTS FROM THE CHAIR
Bala Gopalakrishnan, Managing Director, Pelmorex Data Solutions, The Weather
Network
8:45 AM KEYNOTE: ROYAL CARIBBEAN INTERNATIONAL
Using AI to Personalize Your Customers’ Experiences
Sol Rashidi, Chief Data & Cognitive Officer, Royal Caribbean International

9:15 AM INDUSTRY EXPERT: MICROSTRATEGY

Using MicroStrategy and Big Data to Better Understand the Opioid Crisis
David Knox, Senior Vice President, Worldwide Sales Engineering, MicroStrategy
9:45 AM MORNING BREAK
10:15 AM CASE STUDY: MAPLE LEAF SPORTS AND ENTERTAINMENT
Building Your Analytics All-Star Team
Sean O’Brien, Director of Analytics & Research, Maple Leaf Sports and Entertainment
10:45 AM INDUSTRY EXPERT: INFORMATION BUILDERS
Best Use Cases for Big Data and the Internet of Things
Jake Freivald, Vice President of Product Marketing, Information Builders
11:30 AM 5 MINUTE ROOM CHANGE BREAK
<Track A> <TRACK B>
11:35 AM CASE STUDY: SHOPPERS DRUG MART CASE STUDY: BRIGHTPEAK FINANCIAL
AI now – Moving Fast, Don’t Fall Behind How Big Data and Behavioural Science Shape
the Future of Marketing
Pramod Dogra, Senior Manager, Mike Milkovich, Chief Technology Officer,
Advanced Analytics, Shoppers Drug Brightpeak Financial
Mart
12:05 PM INDUSTRY EXPERT: ALTERYX INDUSTRY EXPERT: INDELLIENT
Maximizing your Big Data Investment The Learning Before Machine Learning
with Self-Service Analytics
Joe Cooper, Eastern Canada, Financial Gordon Uszkay, Director, Risk and Analytics,
Services, Alteryx Indellient
Christopher Buchholz, Senior Strategy
Consultant, Chief Analytics Office, IBM
12:35 PM NETWORKING LUNCH
1:30 PM PANEL PANEL
Handling Disparate Data to Make Communicating Data and Analytics to Inform
Better Business Decisions the Larger Business
Pankaj Arora, VP Business Planning, Sylvie Makhzoum, Vice President Data,
Analytics and Performance Enablement, Analytics & Insights, TD Insurance
TD Bank Group
Houtsin Diep, Manager, Digital Christopher Brockbank, Chief Marketing
Analytics (Lead), McDonald's Canada Officer, FIRMA Foreign Exchange
Mateusz Ujma, Senior Data Scientist,
Director, Group Advanced Analytics, Manulife
Saad Rais, Lead Data Scientist, Ontario
Ministry of Health and Long-Term Care

2:25 PM 5 MINUTE ROOM CHANGE BREAK

2:30 PM INDUSTRY EXPERT: DELL EMC

Design Considerations for Scalable Analytics
Hamid R. Djam, CTO, Analytics, HPC, Streaming & IoT, Dell EMC Unstructured Storage
Division
3:00 PM AFTERNOON BREAK
3:30 PM INDUSTRY EXPERT: IBM
How IBM is Architecting the Future – Now! IBM’s Point of View on Machine Learning,
Cloud, Data and AI
Paul C. Zikopoulos, VP of Cognitive Big Data Systems, IBM
4:00 PM PANEL
Identifying New Trends and Opportunities to Monetize Big Data
Albert Hoang, Senior Data Scientist, Director, Advanced Analytics, Manulife
Dean McKeown, Associate Director, Administration, Scotiabank Centre for Customer
Analytics, Queen's University
Vicky Marsolais, Director, Data and Analytics, National Programs and Strategies,
Canadian Automobile Association
4:45 PM CONFERENCE ADJOURNS TO DAY TWO
4:50 PM EVENING RECEPTION AND EVALUATION FORM PRIZE DRAW
 Agenda - Thursday, February 8th, 2018

8:00 AM REGISTRATION AND BREAKFAST

8:30 AM OPENING COMMENTS FROM THE CHAIR
Bala Gopalakrishnan, Managing Director, Pelmorex Data Solutions, The Weather
Network
8:45 AM KEYNOTE: XE.COM
Leveraging Real-time Events in Customer-centrification and Predictive Analytics
Cecilia Tamez, Chief Strategy Officer, XE.com
Jean Louis Verboomen, Director, Data Science, XE.com
9:15 AM INDUSTRY EXPERT: ENVIRONICS ANALYTICS
Get in the Fast Lane with Mobile Data
Paul Tyndall, Vice President, Strategic Projects, Environics Analytics
9:45 AM PANEL
Develop Cross-department Support to Enable your Big Data Projects
Selwyn Collaço, Chief Data Officer, TMX Group
Andrew Brown, Senior Director, AI and Advanced Analytics Research, CIBC
Gayle Ramsay, Vice President, Customer Analytics, BMO Financial Group
Manu Sud, Manager, Ministry of Energy, Government of Ontario
10:30 AM MORNING BREAK
10:55 AM INDUSTRY EXPERT: NEXT PATHWAY
Data-as-a-Service: The Key to Preparing Data for AI
Chetan Mathur, Chief Executive Officer, Next Pathway
Vinay Mathur, Chief Strategy Officer, Next Pathway
Craig Wickett, Senior Vice-President International Technical Services, Scotiabank
11:25 AM 5 MINUTE ROOM CHANGE BREAK
<TRACK A> <TRACK B>
11:30 AM CASE STUDY: SCOTIABANK CASE STUDY: GLOBAL FURNITURE GROUP
Use Big Data Analysis to Mitigate your Smoothly Navigate your Path to Bring
Risks Business Intelligence to your Organization
Nima Safaei, Associate Director, Michael Morris, Director, Sales Analytics and
Network Analytics, Scotiabank Global Incentive Programmes, Global Furniture
Banking and Markets Group
12:00 PM 5 MINUTE ROOM CHANGE BREAK
12:05 PM INDUSTRY EXPERT: CVM DATA SCIENCES
Understanding Data Science
Will Dick, President, CVM Data Sciences Inc.
12:35 PM NETWORKING LUNCH
1:30 PM INDUSTRY EXPERT: SAS
How to Train Your AI
Steve Holder, Strategy Lead, Analytic Ecosystems, SAS
2:00 PM CASE STUDY: THE WEATHER NETWORK
Marketing Insights from the Big Data Confluence of Weather and Mobile Location
Bala Gopalakrishnan, Managing Director, Pelmorex Data Solutions, The Weather
Network

2:30 PM CASE STUDY: ENTERPRISE SAINT JOHN

Size Matters: How a Small Community is Harnessing the Power of Data to Drive
Economic Growth
Janet Scott, Director, Business and Community Development, Enterprise Saint John
Mirko Crevatin, Program Manager, Enterprise Saint John

3:00 PM AFTERNOON BREAK

3:30 PM CASE STUDY: CUSTOMER ANALYTICS
Leverage Customer Analytics and Consumer Insights to Develop a Customer-centric
Organization
Aksel Bedikyan, (Former) Director of Business Analytics and Consumer Insights, Cirque
du Soleil
4:00 PM CASE STUDY: BLOCKCHAIN ASSOCIATION OF CANADA
Take Advantage of One of the Biggest Technological Revolutions
Kyle Kemper, Executive Director, Blockchain Association of Canada
4:30 PM CASE STUDY: CARA OPERATIONS
Use Data Visualization to Better Communicate Information
Christian Rodericks, Director Analytics & Architecture, Cara Operations
5:00 PM CONFERENCE ADJOURNS
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
 
Day  1  –  FEBRUARY  7,  2018    
SOL  RASHIDI     8:45  AM  
Chief  Data  &  Cognitive  Officer  
KEYNOTE:  ROYAL  CARIBBEAN  INTERNATIONAL  
-­‐  Royal  Caribbean   Using  AI  to  Personalize  your  Customers’  
International   Experiences  
   
Sol   currently   holds   3   patents   in   the   Information  
Management   space   and   is   a   keynote   speaker   at  
several  technology  conferences  speaking  on  various  
topics   such   as   Machine   Learning,   Cognitive  
Computing,   Data   &   Analytics,   and   Emerging  
Operating  Models.  Prior  to  joining  Royal  Caribbean,  
Sol   was   a   Partner   at   Ernst   &   Young   in   the   Data   &  
Analytics   practice,   and   before   that   she   was   a   part   of  
the   1st   generation   of   leaders   taking   WATSON   to  
  market   at   IBM.   Goal   oriented   and   a   team   player,   Sol  
believes   in   bringing   together   people,   processes,   and  
technology   to   cultivate   environments   that   are  
innovative,   driven,   and   collaborative.   A   Thought  
Leader   in   the   Data,   Robotics,   AI,   and   IT   space,   Sol   is  
a  competency  player  who  solves  complex  Business,  
IT,  and  Operational  problems  and  helps  companies  
with   large   Transformational   Programs.   Sol   has   a  
unique  ability  in  bridging  the  gap  between  Business  
and   IT,   her   deep   understanding   of   multiple  
functional   disciplines   (i.e.   change   management,  
enterprise   data,   application   architecture,   process  
re-­‐engineering,   sales,   etc.)   enables   her   to   drive  
change   by   articulate   the   need   for   change   in  
organizations   that   otherwise   wouldn’t   evolve   with  
the  emerging  market  place.  
 
   
DAVID  KNOX   9:15  AM    
Senior  Vice  President,   INDUSTRY  EXPERT:  MICROSTRATEGY  
Worldwide  Sales  Engineering   Using  MicroStrategy  and  Big  Data  to  Better  
-­‐  MicroStrategy   Understand  the  Opioid  Crisis  
   

1  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
David   Knox   is   the   Senior   Vice   President   of  
Worldwide   Sales   Engineering   at   MicroStrategy.   He  
brings   over   20   years   of   IT   sales   experience   to   his  
work   at   MicroStrategy,   where   he   leads   worldwide  
sales   engineering   efforts,   drives   technical   sales-­‐
readiness,   and   promotes   best   practices,   training,  
and   productivity   across   the   analytics,   mobility,  
security,  and  services  product  lines.  
Mr.   Knox   is   a   world-­‐renowned   technologist   who  
holds   patents   and   has   published   books   on   topics  
 
including  computer  security,  data  management,  and  
data  analytics.  He  is  a  popular  speaker  who  exhibits  
an   uncanny   ability   to   simplify   complex   topics   and  
make   them   digestible   to   all.   He   holds   a   master’s  
degree   in   computer   science   from   Johns   Hopkins  
University.  
 
   
SEAN  O’BRIEN   10:15  AM    
Director  of  Analytics  &   CASE   STUDY:   MAPLE   LEAF   SPORTS   AND  
Research  -­‐  Maple  Leaf  Sports   ENTERTAINMENT  
and  Entertainment   Building  your  Analytics  All-­Star  Team  
 
An  innovative  analytics  leader  who  has  created  and  
rapidly   grown   the   Data   Science,   Analytics,   and  
Research  practice  at  MLSE.    
An  accomplished  sports  analytics  professional  with  
a   high   level   of   business   acumen,   and   an   excellent  
record   of   developing   high   performing   teams   and  
delivering   projects   that   generate   significant  
organizational  value.  
MLSE’s  Analytics  Centre  of  Excellence  is  the  catalyst  
for  evolving  MLSE  into  a  data  driven  and  digital  first  
 
organization.   A   diverse,   multidisciplinary,   and  
collaborative  team  who  has  a  bias  to  execution  and  
focus  on  driving  organizational  value  in  everything  
we  do.  
Sean   is   an   Alumnus   of   the   Master   of   Management  
Analytics   program   at   the   Queen's   School   of  
Business.  
 
 
 

2  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
JAKE  FREIVALD   10:45  AM    
Vice  President  of  Product   INDUSTRY  EXPERT:  INFORMATION  BUILDERS    
Marketing  -­‐  Information   Best  Use  Cases  for  Big  Data  and  the  Internet  of  
Builders     Things  
   
 
Jake   Freivald   is   currently   the   vice   president   of  
Product  Marketing  for  Information  Builders.  In  this  
position,  Mr.  Freivald  is  responsible  for  the  creation  
of   all   product   campaigns,   web   content,   formal  
product   launches,   and   all   product   collateral  
associated   to   Information   Builders   three   i’s  
platform   –   intelligence   (business   intelligence,  
analytics,   and   reporting,   under   the   WebFOCUS  
brand),   integrity   (data   quality   and   master   data  
  management,   under   the   Omni   brand),   and  
integration  (data,  application,  and  B2B  integration).  
Prior   to   this   role,   Mr.   Freivald   held   the   position   of  
vice   president   of   Corporate   Marketing   where   he  
was   responsible   for   marketing   operations:  
branding,   marketing   communications,   events,   Web  
marketing,   and   direct   marketing.   Mr.   Freivald   also  
held  the  position  of  vice  president  of  Marketing  for  
iWay   Software,   where   he   developed   and   executed  
all  of  iWay  Software’s  marketing  strategies.  
Mr.  Freivald  joined  Information  Builders  in  1999,  as  
a  product  manager  for  the  Data  Warehouse  division  
where   he   supported   cross-­‐platform   product  
development   and   deployment.   He   also   became  
marketing   manager   for   the   Data   Warehouse  
product  line  in  1999.  
During   his   career,   Mr.   Freivald   has   held   several  
managerial   positions   with   Andersen   Consulting   and  
Prudential   Life   Insurance   Company   of   America.   He  
also   served   in   the   United   States   Marine   Corps   as   a  
Signals  Intelligence  Officer  at  First  Radio  Battalion.  
He   graduated   from   Cornell   University   with   a  
Bachelor   of   Science   in   Electrical   Engineering   in  
1991.  
 
 
 
 

3  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
MIKE  MILKOVICH   11.30  AM    
Chief  Technology  Officer  -­‐   CASE  STUDY:  BRIGHTPEAK  FINANCIAL  
Brightpeak  Financial   How  Big  Data  and  Behavioural  Science  Shape  
the  Future  of  Marketing  
 
His  current  areas  of  research  include:  conversation  
interfaces,   applying   machine   learning   to   replace  
complex   rule   evaluation   systems,   self-­‐improving  
coaching   systems,   and   modeling   emergent   behavior  
(exploring   the   intersection   of   subject   matter  
experts  and  product  designers.)  
Previously,   Mike   was   the   Chief   Architect   at  
RedBrick   Health,   where   he   lead   the   creation   of  
innovative   technologies   to   establish   long-­‐term  
  improvement   in   consumer   wellness.   Additionally,  
his   experience   includes   key   roles   at   Ameriprise  
Financial,   Thomson   West,   Zanby,   Warecorp,  
Connect,  Hewlett  Packard  and  Firepond.  
 
   
JOE  COOPERS   12:05  PM  <TRACK  A>  
Eastern  Canada,  Financial   INDUSTRY  EXPERT:  ALTERYX  
Services  -­‐  Alteryx   Maximizing  your  Big  Data  Investment  with  Self-­
Service  Analytics  
 
Joe   Cooper   is   the   Financial   Services   Lead   for  
Eastern   Canada.   Before   Alteryx   Joe   spent   the  
majority   of   his   working   career   at   IBM,   with   time  
spent   in   their   Analytics   and   Analytics   Solutions  
department.  Joe  is  a  recent  graduate  of  the  Queen’s  
University   Masters   in   Management   Analytics  
program.   Joe   is   working   with   some   of   Canada’s  
largest   institution   helping   the   lines   of   business   to  
leverage   self-­‐service   analytics   to   improve   their  
 
analytics  culture  across  their  organization.  
 
   
GORDON  USZKAY   12:05  PM  <TRACK  B>  
Director,  Risk  and  Analytics,  -­‐   INDUSTRY  EXPERT:  INDELLIENT  
Indellient       The  Learning  Before  Machine  Learning    
 

4  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Gord  Uszkay  joined  the  Indellient  team  to  transition  
the   BI   team   into   the   era   of   advanced   analytics   and  
data   science   while   starting   up   the   Indellient   New  
York   office.   He   combines   a   strong   academic  
background   in   Mathematics   and   Computer   Science  
(currently   finishing   his   Ph.D.)   with   over   15   years’  
experience   managing   data   modeling,   financial  
reporting,   workflow   and   analytics   applications.  
Most   recently,   he   has   been   working   extensively  
  developing   risk   assessment   and   response  
applications   in   areas   as   diverse   as   Internet   threat  
assessment   and   inappropriate   business   activity  
detection.  
 
   
CHRISTOPHER  BUCHHOLZ   12:05  PM  <TRACK  B>  
Senior  Strategy  Consultant,   INDUSTRY  EXPERT:  INDELLIENT  
Chief  Analytics  Office  -­  IBM   The  Learning  Before  Machine  Learning    
 
Chris   is   an   experienced   analytics   consultant   and  
project   lead   for   the   IBM   Chief   Analytics   Office.   The  
purpose   of   the   Chief   Analytics   Office   is   to   drive  
IBM’s   business   growth   and   efficiency   through   data  
analytics   and   cognitive/AI   modeling.   Chris   has   an  
extensive  knowledge  in  the  area  of  fraud  detection,  
with  a  focus  on  employee  expense  reimbursements.  
His  team  has  deployed  multiple  solutions  within  the  
company  and  is  focusing  on  developing  applications  
  for   both   internal   and   external   consumption.   Our  
current   focus   is   to   apply   machine   learning   models  
for   fraud   detection   on   both   structured   and  
unstructured  data.  
 
   
PANKAJ  ARORA   1:30  PM  <TRACK  A>  
VP  Business  Planning,   PANEL  
Analytics  and  Performance   Handling   Disparate   Data   to   Make   Better  
Enablement  -­‐  TD  Bank  Group   Business  Decisions  
 

5  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Pankaj   Arora's   career   has   spanned   over   20   years  
with   global   experience   in   top   tier   fortune  
organizations  including  Manufacturing,  Technology  
and  Financial  services.  Pankaj  Joined  TD  in  2012  as  
Vice   President   of   the   NA   Business   Planning,  
Analytics   and   Performance   Enablement   group,  
leading   a   team   of   225+   SME's   responsible   for  
overseeing   the   Workforce   management   and   Data  
analytics  and  Reporting  Centre  of  Excellence  across  
  North  America.  His  team  supports  the  performance  
of   TD’s   10,000   contact   center   and   middle   office  
employees  supporting  62  business  .  
As   a   Six   Sigma   Master   Black   belt,   Industrial  
Engineer   with   a   Post   Graduate   in   Systems   and  
Operations   Management,   Pankaj   takes   pride   in  
solving  complex  problems,  fostering  innovation  and  
enhancing   the   performance   of   individuals,   teams  
and  organizations.  Pankaj  is  passionate  about  what  
he   does   and   is   entrusted   to   lead   as   a   frontline  
player,  he  has  progressed  through  increasing  senior  
roles   across   various   functions   including   Process  
excellence,   Operations,   Technology   transformation  
and  Analytics  .  
Pankaj   has   served   on   several   occasions   with   non  
profit   organizations,   including   JA   (Junior  
Achievement),   JDRF   and   champions   United   Way  
fund  raising  for  his  team.  
Pankaj   is   a   member   of   the   board   at   Halton  
Healthcare   and   represents   phone   centers   at  
Diversity   Leadership   Council   for   Direct   Channels.  
Pankaj   lives   in   the   Greater   Toronto   area   with   his  
wife   Karishma   and   2   kids.   He   loves   spending   time  
with   family,   volunteering   and   is   a   technology  
enthusiast.  
 
   
HOUTSIN  DIEP   1:30  PM  <TRACK  A>  
Manager,  Digital  Analytics   PANEL  
(Lead)  -­‐  McDonald's  Canada   Handling   Disparate   Data   to   Make   Better  
Business  Decisions  
 

6  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Manager  for  McDonald's  Canada  where  he  leads  the  
development   and   evolution   of   the   McD's   analytics  
framework   and   digital   analytics   maturity   to  
understand   and   meet   the   desires   of   the   modern  
consumer.  
Previously,   Houtsin   has   worked   in   Strategy,  
Operations,  IT,  and  Logistics  across  a  wide  range  of  
industries   including   Retail,   Automotive,   and  
Financial   Services.   He   holds   a   bachelor   of  
  Commerce   in   Business   Technology   Management  
with   a   Minor   in   Business   Communications   from  
Ryerson  University.  
 
   
SYLVIE  MAKHZOUM   1:30  PM  <TRACK  B>  
Vice  President  Data,  Analytics   PANEL  
&  Insights  -­‐  TD  Insurance   Communicating   Data   and   Analytics   to   Inform  
the  Larger  Business  
 
Sylvie   holds   a   master’s   degree   in   Statistics   from  
Montreal   University.   She   joined   TD   Insurance   in  
2000  and  has  held  progressively  more  senior  roles  
in   Data   Analytics,   advanced   analytics   and   business  
Insights.   With   her   team   of   approximately   100  
professionals,   Sylvie   is   responsible   for   the   Analytics  
and  Insights  Center  of  Excellence  for  TD  Insurance.  
This   department   gives   the   right   data   to   the   right  
people   to   generate   meaningful   and   relevant   metrics  
and   create   strong   predictive   analytics   capabilities.  
  She   is   also   responsible   for   TD   Insurance   data  
governance   and   is   the   owner   of   the   TD   Insurance  
Database   Warehouse.   As   the   owner   of   the   database,  
she  assesses  project  prioritization  as  it  impacts  the  
warehouse  and  defines  business  needs.  Finally,  she  
is   also   responsible   for   the   Business   Intelligence  
Competency   Center,   a   cross-­‐functional   team   that  
supports  and  promotes  the  effective  use  of  business  
intelligence   and   information   across   the  
organization.  
 
 
 
 

7  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
CHRISTOPHER  BROCKBANK   1:30  PM  <TRACK  B>  
Chief  Marketing  Officer  -­‐   PANEL  
FIRMA  Foreign  Exchange   Communicating   Data   and   Analytics   to   Inform  
the  Larger  Business  
 
A   Marketing   Leader   with   30+   years’   experience  
within   the   retail,   financial   services,   media,  
telecommunications   and   consumer   products  
industries.   Recognized   for   exceptional   results,  
strong   organizational   and   planning   abilities,  
balanced   with   excellent   interpersonal   and   team  
development   skills.   Sought   after   to   build   or  
overhaul   marketing   programs   and   to   develop   new  
brands   and   dramatically   improve   marketing   and  
corporate   results.   A   solid   reputation   for   being   a   key  
 
resource  in  the  areas  of  strategic  thinking,  problem  
solving   and   program   innovation   while   achieving  
financial  performance  goals.  
Chris’   previous   experience   includes   CMO/EVP  
Marketing   roles   at   Sears   Canada,   Moneris,   Just  
Energy   and   Sun   Media,   Quebecor   Media.   In  
addition,   Chris   also   engaged   in   executive   level  
marketing   roles   at   Sirius   Satellite   Radio,   Bell  
Canada/Bell  Wireless  and  Nortel  Networks.  
In   addition   to   Chris’   vast   wealth   of   knowledge   and  
experience,  he  is  also  an  Instructor  at  University  of  
Toronto   where   he   teaches   Brand   Management   in  
the   Continuing   Education   Program.   Chris   holds   a  
“Chartered   Marketing”   Designation.   Known   for  
marketing   strategy   and   customer   advocacy,   and  
strong   belief   in   the   art   and   science   of   Marketing.  
Chris   also   sits   on   the   Brand   Strategy   Council   for   the  
Canadian  Marketing  Association.  
 
   
MATEUSZ  UJMA   1:30  PM  <TRACK  B>  
Senior  Data  Scientist,   PANEL  
Director,  Group  Advanced   Communicating   Data   and   Analytics   to   Inform  
Analytics  -­‐  Manulife   the  Larger  Business  
 

8  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
[SPEAKER  BIO]    

 
   
SAAD  RAIS   1:30  PM  <TRACK  B>  
Lead  Data  Scientist  -­‐  Ontario   PANEL  
Ministry  of  Health  and  Long-­‐ Communicating   Data   and   Analytics   to   Inform  
Term  Care   the  Larger  Business  
 
As   the   inaugural   data   scientist   for   the   Ontario  
Ministry  of  Health  and  Long-­‐Term  Care,  I  have  been  
entrusted  with  the  ambitious  task  of  establishing  a  
data   science   capacity   in   the   Ministry.   My   vision   of  
this   capacity   is   to   employ   data   science  
methodologies   to   improve   patient   outcomes,   and  
advance  health  system  performance  in  Ontario.  
In   my   previous   role   at   the   Ministry   as   a   senior  
methodologist,   I   specialized   in   the   development   of  
  forecasting  models  and  visual  analytics  products  to  
support   evidence-­‐based   decision   making   in   the  
Ministry.  I  have  also  worked  at  Statistics  Canada  as  
a   survey   methodologist,   playing   a   key   role   in   the  
development   of   the   Services   Producer   Price   Index.   I  
am   also   a   certified   trainer,   currently   providing  
training  in  analytics  for  internal  Ministry  staff.  
I  have  been  invited  to  participate  at  several  forums  
including   McKinsey’s   Hackathon,   International  
Conference   on   Establishment   Surveys,   and   the  
Ontario   Regional   Trauma   Networks   Forum.   I   have  
also   presented   my   work   and   research   at   several  
conferences   including   the   Statistical   Society   of  
Canada   Annual   Meeting,   Health   Data   Users  
Conference,   Canadian   Association   for   Health  
Services   and   Policy   Research   Conference,   and   the  
Institute  for  Clinical  Evaluative  Sciences  Rounds.  

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   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
HAMID  R.  DJAM   2:30  PM    
CTO,  Analytics,  HPC,   INDUSTRY  EXPERT:  DELL  EMC  
Streaming  &  IoT  -­‐  Dell  EMC   Design  Considerations  for  Scalable  Analytics  
Unstructured  Storage    
Division  
 
Hamid   is   the   CTO   of   Analytics   for   EMC’s   Emerging  
Technology  Division.    He  joined  EMC  in  2010  as  one  
of   the   founding   members   of   the   Big   Data   Solutions  
Engineering   and   Product   Management   team   where  
he   successfully   set   directions   for   Analytics   product  
and   solutions   roadmap,   brought   in   3rd   party  
partners   and   integrators   such   as   Attunity   and   was  
instrumental   in   integrating   Attunity   as   the  
Greenplum   CDC   engine.   He   assisted   in   the  
development   of   Brazil   Big   Data   R&D   center,   and   led  
  global   partner   training   and   sales   enablement  
efforts.  Hamid  also  won  the  annual  EMC  innovation  
award   for   multi-­‐tenant   Hadoop   implementations  
and   registered   a   patent   for   Genomic   Data   Store   on  
Hadoop   in   2013.    Most   recently   Hamid   led   the   Big  
Data   solutions   development   for   VCE/Global  
Solutions   Engineering   organization,   developing  
proven   solutions,   reference   architecture   and   best  
practices.    
Prior   to   joining   EMC   Hamid   held   various  
engineering,   pre-­‐sales,   post-­‐sales,   and   leadership  
roles   in   pioneering   startups   such   as   Greenplum  
(Pivotal)   and   DatAllegro   (Microsoft   PDW/APS)   as  
well   as   engineering   Product   Management   roles   at  
Oracle   (Exadata)   and   Teradata.   He   has   excellent  
knowledge,   understanding   of,   and   a   great   passion  
for   analytics,   MPP   and   distributed   computing,   and  
enjoys   to   learn   new   advances   in   technology.  His  
passionate   about   the   world   of   data   analytics   and  
improving   the   world   through   predictive   data  
modeling.   He   holds   a   B.S.   in   Software   Engineering  
from   California   State   University   Fullerton.   He   has  
also   completed   numerous   data   modeling   and  
statistical   analysis   courses   at   University   of  
California  Irvine.    
Hamid  regularly  speaks  at  conferences  on  Big  Data,  
Data   Science,   and   Analytics.   He   is   a   polyglot   and   is  

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   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
fluent  in  Dutch,  Farsi  and  Spanish  and  conversant  in  
German  and  Italian.  
 
  3:30   PM   –   Please   announce   all   delegates   about  
the  prize  for  filling  out  the  evaluation  form  and  
ask   them   to   spend   the   next   5   minutes   quietly  
reflecting  on  their  day  so  far  and  completing  the  
evaluation   form.   Once   5   minutes   have   passed,  
please  introduce  the  speaker  from  IBM.  
 
   
PAUL  C.  ZIKOPOULOS   3:30  PM  
VP  of  Cognitive  Big  Data   INDUSTRY  EXPERT:  IBM  
Systems  -­‐  IBM   How  IBM  is  Architecting  the  Future  –  Now!  IBM’s  
Point  of  View  on  Machine  Learning,  Cloud,  Data  
and  AI  
 
Paul   C.   Zikopoulos,   is   the   VP   of   Cognitive   Big   Data  
Systems  at  IBM.  He’s  an  award  winning  writer  and  
speaker   who   has   been   consulted   on   the   topic   of  
BigData   by   the   popular   TV   show   “60   Minutes,”  
advises   various   universities   on   their   graduate  
analytics   programs,   and   named   to   over   a   dozen  
“Experts  to  Follow”  lists  in  social  media.  You’ll  also  
find  Paul  taking  a  very  active  role  around  Women  in  
Technology   (including   a   seated   board   member   for  
Women  2.0  -­‐  a  global  brand  for  women  in  tech  and  
 
entrepreneurship   that   works   to   close   the   gender  
gaps  of  tech  companies).  Paul  has  written  19  books  
and   over   360   articles   on   data.   He   doesn’t   think  
NoSQL   is   something   you   put   on   a   resume   if   you  
don’t   have   SQL   skills   and   he   knows   JSON   isn’t   a  
person  in  his  department.  Ultimately,  Paul  is  trying  
to   figure   out   the   world   according   to   Chloë—his  
daughter,   whom   he   notes   didn’t   come   with   a  
handbook   and   is   more   complex   than   the   topic   of  
BigData   itself,   but   more   fun   too.   The   rest   of   the   bio?  
It   would   be   BLAH   BLAH,   BLAH,   so   find   him   on  
Twitter  @BigData_paulz.Paul  
 
 
 
 

11  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
ALBERT  HOANG   4:00  PM    
Senior  Data  Scientist,   PANEL  
Director,  Advanced  Analytics   Identifying   New   Trends   and   Opportunities   to  
-­‐  Manulife   Monetize  Big  Data  
 
Albert  K.  Hoang  Duc,  PhD  is  a  Senior  Data  Scientist  
at   Manulife.   He   has   several   years   of   experience   in  
applying   machine   and   deep   learning   algorithms   to  
solve   real-­‐world   problems   across   various   lines   of  
business   (Product   Development   &   Services,  
Regulatory   Compliance,   Finance   &   Asset  
Management,   Risk   Management,   HR,   Branding   &  
Communication).  
He   is   proficient   in   leading   all   aspects   of   a   Data  
  Science   project   including   business   problem  
formulation,   data   analysis,   algorithm  
development/performance   tuning,   and   presenting  
solutions  to  C-­‐level  executives.  
Albert   graduated   with   a   Ph.D.   in   Machine   Learning  
from   University   College   London.   His   main   fields   of  
interest  are  Computer  Vision  and  Natural  Language  
Processing  (NLP).  
 
   
DEAN  MACKEOWN   4:00  PM    
Associate  Director,   PANEL  
Administration,  Scotiabank   Identifying   New   Trends   and   Opportunities   to  
Centre  for  Customer  Analytics   Monetize  Big  Data  
-­‐  Queen's  University    
 
Dean   McKeown   is   the   Associate   Director   of   the  
Scotiabank   Centre   for   Customer   Analytics   at   Smith  
School   of   Business,   Queen’s   University.   His   current  
interests  are  change  management  during  corporate  
digital   transformation   and   the   introduction   of  
artificial   intelligence   for   ethical   business   decision  
making.  
 
 
 
   
 
 

12  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
VICKY  MARSOLAIS   4:00  PM    
Director,  Data  and  Analytics,   PANEL  
National  Programs  and   Identifying   New   Trends   and   Opportunities   to  
Strategies  -­‐  Canadian   Monetize  Big  Data  
Automobile  Association    
 
Vicky  is  a  seasoned  business  performance  strategist  
and   leader   who   drives   improved   marketing   and  
business  results  through  the  smart,  effective  use  of  
data.   Having   the   unique   ability   to   speak   data   and  
business   equally,   Vicky   helps   organizations   better  
understand   and   leverage   their   customer   and  
organizational   data,   utilizing   it   to   transform   their  
performance.   She   has   extensive   cross-­‐functional  
leadership   experience   and   a   blend   of  
  strategic/operational/analytic   expertise.   With   a  
career   spanning   20   years.   Vicky   has   developed   a  
consistent  track  record  for  using  data  and  analytics  
to   transform   organizational   results   across   multiple  
markets,  organizations,  and  sectors.  
 

13  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
 
Day  2  –  FEBRUARY  8,  2018    
CECILIA  TAMEZ   8:45  AM  
Chief  Strategy  Officer  -­‐  XE.com   KEYNOTE:  XE.COM  
Leveraging   Real-­time   Events   in   Customer-­
centrification  and  Predictive  Analytics  
 
Cecilia  Tamez  is  the  Chief  Strategy  Officer  at  XE  –  the  
world’s   trusted   currency   authority;   she   is   a   results-­‐
driven   leader   with   a   proven   ability   to   craft   omni-­‐
channel   digital   strategies   with   an   emphasis   on  
customer-­‐centricity.   She   joined   the   XE   team   in   2004  
and  has  helped  grow  the  company  to  its  current  global  
presence,  serving  275+  million  people  last  year.  She’s  
since   led   complex   data   integration   and   business  
intelligence   projects   to   establish   a   data-­‐driven  
business   culture   that   has   exceeded   organizational  
  goals  through  consistent  performance  optimization.  
Cecilia   is   fascinated   by   technology’s   potential   to  
strengthen   the   relationships   businesses   have   with  
their  customers.  As  businesses  become  more  digitally  
abstracted   and   people’s   interactions   expand   across  
multiple   channels   and   devices,   it   becomes   more  
challenging  to  deliver  effective  customer  experiences.  
More   than   ever,   customers   are   demanding   smarter,  
more   efficient   services   and   if   used   well,   technology  
can   help   us   deliver   added-­‐value   in   truly   innovative  
ways.   In   the   end,   even   though   mediums   and  
technology   may   be   new,   the   fundamental   objectives  
remain   the   same:   take   care   of   your   customers   and  
your   customers   will   take   care   of   you.  
When   she   isn’t   glued   to   a   computer   screen,   Cecilia  
spends  time  volunteering  and  learning  the  ukulele.  
 
   
JEAN  LOUIS  VERBOOMEN   8:45  AM  
Director,  Data  Science  -­‐  XE.com   KEYNOTE:  XE.COM  
Leveraging   Real-­time   Events   in   Customer-­
centrification  and  Predictive  Analytics  
 

14  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Born   in   Pointe   Claire,   Quebec,   Jean   Louis   (JL)   has  
undergraduate  degrees  in  both  Computer  Science  and  
Statistics   from   Concordia   University.   He   also   has   his  
MSc  in  Statistics  from  Queens  University  and  an  MBA  
from   the   John   Molson   School   of   Business.  
After   working   in   the   government   with   Statistics  
Canada   and   Transport   Canada   early   in   his   career,   JL  
moved  into  the  private  sector  by  joining  Cantel  (Now  
Rogers)  in  1996  where  he  focused  heavily  on  database  
development,  reporting  and  Customer  analytics  in  the  
  wireless  industry.  JL  was  recruited  to  join  MT&T  (Now  
Aliant),   and   enjoyed   success   in   a   number   of   roles   of  
increasing   responsibility.   In   fact,   in   2000   JL   was  
inducted   into   the   Smithsonian   Institute   for  
advancements   made   in   business   applications   of   data  
science.   During   this   time,   his   work   was   featured   in  
various   industry   publications   –   Including   being  
featured   in   the   cover   story   of   SAS   ExecSolutions  
magazine.  
Since   that   time,   JL   has   taken   on   increasingly   more  
senior   positions   in   data   science   across   a   variety   of  
industries   such   as   retail,   automotive,   and   lottery.  
During   this   time   JL   has   also   been   an   adjunct   professor  
at   Mount   Saint   Vincent   University   and   Dalhousie  
University.   His   teaching   dossier   includes   courses   in  
Data  Science,  Statistics,  and  MIS.  
In   January   2017,   JL   joined   XE.com   as   the   Director   of  
Data  Science  where  he  is  responsible  for  building  out  
the   data   science   capabilities   for   the   organization.  
Current  projects  include  leveraging  Machine  Learning  
and  Artificial  Intelligence.  
JL   lives   in   Newmarket,   Ontario   with   his   wife   and   son  
and   is   an   active   volunteer   in   numerous   charitable   and  
educational  organizations  in  both  Canada  and  the  US.  
 
   
PAUL  TYNDALL     9:15  AM  
Vice  President,  Strategic  Projects   INDUSTRY  EXPERT:  ENVIRONICS  ANALYTICS  
-­‐  Environics  Analytics   Get  in  the  Fast  Lane  with  Mobile  Data  
   

15  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
As   Vice   President,   Strategic   Projects,   Paul   Tyndall  
helps   the   team   at   EA   bring   new   product   and   service  
offerings   to   market.   Paul   has   more   than   20   years   of  
experience   working   with   data   and   analytics.   Most  
recently,   Paul   led   analytics,   campaign   design   and  
member   insights   at   Meridian   Credit   Union.   Prior   to  
that,   he   spent   almost   10   years   at   RBC   Royal   Bank  
where   he   managed   the   modelling   and   segmentation  
team   and   oversaw   the   delivery   of   data-­‐driven   client  
knowledge   and   insights.   Earlier   in   his   career,   he  
worked   for   Transcontinental   Database   Marketing,  
  Rapp  Collins  and  Royal  Trust  providing  analytics  and  
marketing  database  services.  Paul  graduated  from  the  
University   of   Toronto   with   a   Master’s   Degree   in  
spatial  analytics  and  geographic  information  systems.  
 
   
SELWYN  COLLACO   9:45  AM  
Chief  Data  Officer  -­‐  TMX  Group   PANEL  
Develop  Cross-­department  Support  to  Enable  your  
Big  Data  Projects  
 
  Selwyn   Collaco   joined   the   TMX   group   in   2017   as   the  
Chief   Data   Officer.   He   is   responsible   for   defining   and  
implementing   an   enterprise   data   strategy   and  
capabilities  to  leverage  data  across  the  enterprise  for  
business   enablement   and   monetization.   Selwyn   is   a  
results-­‐driven   visionary   leader   with   an  
entrepreneurial   spirit   and   strategic   leadership  
capabilities.   He   holds   an   an   MBA   from   Richard   Ivey  
School  of  Business  with  over  20  years  of  Information  
Technology  delivery  experience  in  the  field  of  Capital  
Markets,   Risk   Management,   Cash   Management,  
Business   Intelligence,   Data   Warehousing,   Data  
  Management,   Data   Governance   and   CRM.   Besides  
working   at   various   organizations   as   BMO,   Pepsi   etc.  
He   has   previously   worked   at   CIBC   as   part   the   chief  
data   office   leading   the   Enterprise   Client   Data  
Management   &   Strategy   portfolio   (Client   Data  
Strategy,   Data   Management   Operations   and  
Enterprise   Client   Analytics)   and   prior   to   that   within  
the   capital   markets   technology   division.  
Add  a  file.  

16  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
ANDREW  BROWN   9:45  AM  
Senior  Director,  AI  and  Advanced   PANEL  
Analytics  Research  -­‐  CIBC   Develop  Cross-­department  Support  to  Enable  your  
Big  Data  Projects  
 
Andrew  Brown  is  the  Sr.  Director  of  AI  and  Advanced  
Analytics   Research   at   CIBC,   within   CIBC’s   Chief   Data  
Office,   responsible   for   academic   and   industrial  
partnerships   employing   machine   learning  
methodologies.   He   received   his   PhD   in   computer  
science   from   the   University   of   Toronto   under   the  
direction   of   Prof.   Geoffrey   Hinton,   and   spent   time  
doing   research   at   Gatsby   Computational   Neuroscience  
Unit,   UCL.   Since   joining   CIBC,   he   has   worked   in   a  
variety   of   roles   in   Risk   Management,   Finance   and  
  Treasury,   applying   statistical   and   quantitative  
modelling   methods   to   problems   such   as   consumer  
behaviour   prediction,   hedge   optimization,   and   asset  
and  liability  management.  
 
   
GAYLE  RAMSAY   9:45  AM  
Vice  President,  Customer   PANEL  
Analytics  -­‐  BMO  Financial  Group   Develop  Cross-­department  Support  to  Enable  your  
Big  Data  Projects  
 
Gayle   Ramsay   is   Head   of   Brand,   Customer   Analytics  
and   Strategy   (and   the   Chief   Data   Officer   for  
Marketing).   Gayle   is   accountable   for   the   enterprise-­‐
wide   strategy   development,   implementation   and  
leadership   of   the   brand,   advertising,   customer  
analytics   and   technology   investment   in   digital  
marketing  capabilities  in  support  of  the  BMO  Financial  
Group   goals.   Lead   a   team   of   200   people.   Manages   a  
Budget  of  $60M.  
• Responsible   for   leading   the   integrated   marketing  
  plans   in   partnership   with   CMOs,   and   a   unified   content  
strategy,   working   with   the   Lines   of   Business  
Relationship  Managers  and  leadership  to  set  priorities  
and  facilitate  trade-­‐offs.  
• Chief   Customer   Data   Officer   for   Marketing   working  
closely  with  the  Enterprise  Chief  Data  Officer  to  drive  
the   creation   and   maintenance   of   a   stable,   flexible,  

17  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
accessible,   efficient   data   mart   and   marketing  
environment  that  can  be  leveraged  by  all  LOBs.  
• Responsible   for   the   enterprise   single   point   of   “truth”  
about   our   customer,   building   expertise   in   customer  
data   including   customer   value   models,   channel  
behaviour   trends,   and   customer   relationships   that  
cross   business   groups   and   inform   the   Customer  
Contact   strategy,   ensuring   the   right   offer   /   solution  
gets   to   the   right   customers   in   the   right   channel   and  
the  right  time.  
• Lead   the   development   of   complex   analytic   models   to  
drive  customer  segmentation  strategies  and  customer  
acquisition,  retention  and  share  of  wallet  growth.  
Previously,   Gayle   was   the   Vice   President,   Customer  
Analytics  in  Marketing  and  Strategy  with  a  mandate  to  
help   build   the   enterprise   data   strategy   and   develop  
strategic   and   analytic   models   to   drive   customer  
segmentation,  acquisition,  retention  and  SOW  growth.  
Gayle   has   over   20   years’   experience   in   leading   the  
creation   of   "best   in   class"   CRM   programs   through  
effective   planning,   customer   segmentation,   targeted  
offers   and   customer   life   event   marketing   strategies  
within   multi-­‐product   and   channel   organizations.   She  
has   extensive   experience   in   developing   customer  
focused   strategies   that   improve   customer   loyalty  
while  driving  revenue  for  companies.  
 
   
MANU  SUD   9:45  AM  
Manager,  Ministry  of  Energy  -­‐ PANEL  
Government  of  Ontario   Develop  Cross-­department  Support  to  Enable  your  
Big  Data  Projects  
 
Manu  Sud  is  a  senior  Energy  sector  leader  focused  on  
the   use   of   analytics   and   innovation   to   improve  
policies,   programs,   and   quality.   He   has   a   strong  
academic   background   in   Engineering,   Sciences   and  
Business   and   is   currently   pursuing   Masters   in   Law.  
With   more   than   10   years   of   progressively   senior  
management   positions,   Manu   has   broad   experience  
across   multiple   sectors   and   organizations   including  
federal   and   state   Governments,   IT,   Finance,  
Automotive,   Crown   corporation   (or   state-­‐owned  
   

18  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
entity),   hospitals,   and   academia.   Manu   is   a   published  
author   and   has   received   numerous   awards   including  
the   prestigious   Ontario   Public   Service   Amethyst  
Award.  
 
   
CHETAN  MATHUR   10:55  AM  
Chief  Executive  Officer  -­‐  Next   INDUSTRY  EXPERT:  NEXT  PATHWAY  
Pathway   Data-­as-­a-­Service:  The  key  to  preparing  data  for  AI  
 
Chetan   Mathur   is   the   Chief   Executive   Officer   of   Next  
Pathway   Inc.,   and   is   responsible   for   providing   senior  
leadership   and   counsel   to   ensure   the   company   is   at  
the   forefront   of   the   ever-­‐changing   technology  
landscape.  
In   addition   to   Next   Pathway,   Chetan   has   established  
and   grown   2   other   information   technology   firms.   He  
founded   Sage   Information   Consultants   in   1992,   an  
international  technology  integrator  that  specialized  in  
complex   financial   services   software.   Chetan   oversaw  
Sage’s   growth   to   become   a   leading   supplier   of   IT  
 
consulting   services   for   global   banking   and   financial  
institutions.   He   negotiated   the   sale   of   Sage   in   June  
2000  to  a  NASDAQ  listed  company.  
Chetan   co-­‐founded   M   Systems   Group   (M)   in   2003.  
Under   his   direction,   M   grew   to   become   a   leading  
global   provider   of   out-­‐sourced   managed   email   and  
directory   services   to   global   financial   services  
organizations.  Chetan  coordinated  the  sale  of  M  to  Bell  
Canada  in  2006.  
Chetan   is   also   involved   in   numerous   charitable  
organizations.  He  is  one  of  the  Founding  Patron’s  and  
served   on   the   Board   of   Directors   for   Luminato  
(www.luminato.com)   for   10   years,   Canada’s  
preeminent   festival   of   Arts   &   Creativity.   Chetan   is   a  
member   of   the   Board   of   Directors   for   the   Toronto  
International   Film   Festival   (TIFF),   and   previously  
served   on   the   Board   of   Governors   for   Roy  
Thomson/Massey   Hall   from   2010-­‐2012.  
In   2012,   Chetan   and   his   wife   Clara,   established   the  
Berlin   Mathur   Charitable   Fund   to   benefit   Kapi’olani  
Medical   Center   for   Women   &   Children   in   Hawaii   to  
provide   financial   support   and   care   to   Kapi’olani’s  

19  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
patients  and  families.  
Mr.  Mathur  graduated  from  the  University  of  Toronto  
with  a  Bachelor  of  Science  degree  in  Mathematics  and  
Computer  Science.  
 
   
VINAY  MATHUR   10:55  AM  
Chief  Strategy  Officer  -­‐  Next   INDUSTRY  EXPERT:  NEXT  PATHWAY  
Pathway   Data-­as-­a-­Service:  The  key  to  preparing  data  for  AI  
 
Vinay   Mathur   is   the   Chief   Strategy   Officer   of   Next  
Pathway   Inc.,   and   helps   oversee   marketing,  
communications   and   go-­‐to-­‐market   strategy   for   the  
firm.  In  his  role,  he  works  closely  with  clients  and  the  
product   development   team   to   help   inform   the   firm's  
product  strategy  and  roadmap.  
Prior   to   joining   Next   Pathway,   Vinay   has   held   senior  
roles   in   marketing,   sales   strategy,   and   account  
management   across   many   large   organizations.   This  
includes   time   at   KPMG   Canada   where   he   was   tasked  
  with   growing   and   managing   the   firm's   national  
account  management  community.  
He   is   also   heavily   involved   in   the   community,   and  
currently   serves   as   Chair   of   Bloor   Information   Life  
Skills,   a   municipal   non-­‐for-­‐profit   organization   that  
offers  a  variety  of  counseling  services.  
Vinay   has   an   HBA   in   Marketing   and   Communications  
from  Wilfrid  Laurier  University.  
 
   
CRAIG  WICKETT     10:55  AM  
Senior  Vice-­‐President   INDUSTRY  EXPERT:  NEXT  PATHWAY  
International  Technical  Services  -­‐   Data-­as-­a-­Service:  The  key  to  preparing  data  for  AI  
Scotiabank    
 

20  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Craig   has   been   with   Scotiabank   for   35   years.   Born   in  
Vancouver,   Craig   is   a   graduate   of   The   University   of  
British  Colombia  In  1984  in  Economics  and  Business.  
After   joining   the   bank,   Craig   started   in   branch  
operations   with   numerous   progressive   positions   in  
British   Columbia   including   Vancouver,   Victoria,  
Okanogan,   culminating   with   a   transfer   to   Toronto   in  
1989.  During  this  period,  Craig  gained  very  beneficial  
operational   experience   related   to   Canadian   banking.  
In   Toronto,   Craig   took   charge   of   Banking   Operations  
 
for   the   Caribbean,   Central   and   South   America   offices.  
His   main   focus   was   on   process   and   workflow  
development,   controls,   and   back   office   organization.  
Craig  transitioned  to  technical  data  center  operations  
in   the   Caribbean   focusing   on   the   organizational   and  
technical  consolidation  of  the  hosting  in  a  central  site  
in  Toronto  with  the  attendant  reengineering  of  human  
resources,   processes   and   procedures.   From   there,  
Craig   moved   to   Information   Security   where   he  
managed   security   programs   and   services   across   the  
global  enterprise.  
In   his   current   executive   position   as   the   CIO   of   the  
Caribbean   region   and   International   Banking,   Craig’s  
main   focus   is   to   lead   end   to   end   IT   services   and  
projects  and  strategic  planning.  In  addition,  on  behalf  
of   International   Banking,   Craig   is   leading   several  
initiatives   related   to   platform   modernization,  
including   Enterprise   Architecture,   Cloud   and   Cloud  
Native  Development  with  focus  on  improving  velocity  
and  driving  Agile  development  methodology.  
 
   
NIMA  SAFAEI   11:30  AM  <TRACK  A>  
Associate  Director,  Network   CASE  STUDY:  SCOTIABANK  
Analytics  -­‐  Scotiabank  Global   Use  Big  Data  Analysis  to  Mitigate  your  Risks  
Banking  and  Markets    
 

21  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Nima   Safaei   received   a   Ph.D.   degree   in   system   and  
industrial  engineering  from  Iran  University  of  Science  
and  Technology.  He  held  a  postdoctoral  position  at  the  
Center   for   Maintenance   Optimization   and   Reliability  
Engineering   (C-­‐MORE),   University   of   Toronto.   Nima  
was   with   Bombardier   Aerospace   as   a   Senior  
Optimization  &  Data  Mining  Specialist.  He  is  currently  
with   Bank   of   Nova   Scotia,   Data   Science   and   Analytics  
(DSA)   as   an   Associate   Director   –   Network   Analytics.  
His   field   of   specialization   is   Mathematical  
  Optimization   in   Operations   Research.   His   professional  
experience   is   to   solve   the   large-­‐scale   optimization  
problems   in   different   areas   such   as   scheduling,  
manufacturing   systems,   maintenance   &   reliability,  
transportation  &  logistics,  and  data  mining.  
 
   
MICHAEL  MORRIS   11:30  AM  <TRACK  B>  
Director,  Sales  Analytics  and   CASE  STUDY:  GLOBAL  FURNITURE  GROUP  
Incentive  Programmes  -­‐  Global   Smoothly   Navigate   your   Path   to   Bring   Business  
Furniture  Group   Intelligence  to  your  Organization  
 
Michael,  a  graduate  of  the  University  of  Toronto,  is  the  
Director  of  Sales  Analytics  and  Incentive  Programs  at  
the   largest   office   furniture   manufacturer   in   Canada.  
Over   the   course   of   his   21   year   history   with   Global  
Michael   has   had   various   roles   from   customer   service  
to  change  management.  Using  his  vast  experience  and  
understanding  of  the  company’s  culture,  he  has  taken  
the   lead   in   moving   Global   Furniture   Group   from  
thinking  of  data  as  a  liability  to  the  world  of  analytics.  
He   is   implementing   a   program   in   which   the   asset   of  
  data   will   be   used   to   inform   decision   making.   This  
program  has  begun  in  the  sales  and  marketing  side  of  
the   business,   but   is   expected   to   expand   into  
purchasing,   supply   management   and   the   customer  
experience.  
 
   
WILL  DICK   12:05  PM    
President  -­  CVM  Data  Sciences   INDUSTRY  EXPERT:  CVM  DATA  SCIENCES  
Inc.     Understanding  Data  Science  
   

22  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Will  is  President  of  CVM  Data  Sciences,  a  data  science  
consulting   firm   focused   on   helping   clients   use   their  
data  to  make  better  decisions.  His  past  work  includes  
building   customer   acquisition   models   for   Verizon,  
developing   risk   &   return   forecasting   models   for   a  
multi-­‐billion   dollar   investment   fund,   and   creating   the  
most   accurate   public   forecast   for   the   2015   Canadian  
federal   election.   He   has   a   graduate   degree   in  
econometrics   from   the   University   of   Toronto,   and   a  
Bachelor   of   Commerce   degree   from   Queen’s  
University.  
   
   
STEVE  HOLDER     1:30  PM    
Strategy  Lead,  Analytic   INDUSTRY  EXPERT:  SAS  
Ecosystems  –  SAS     How  to  Train  Your  AI  
 
As  the  Strategy  Executive  at  SAS  Canada  Steve  Holder  
is   responsible   for   creating   and   driving   the   SAS  
solution  strategy  with  our  Canadian  customers.  A  key  
part  of  this  is  providing  thought  leadership  for  the  AI,  
Analytics,   and   emerging   technology   portfolios.   A  
Canadian   subject   matter   expert   and   AI   &   analytics  
evangelist   Steve   has   seen   first-­‐hand   how   the   use   of  
SAS   technology   can   help   customers   solve   business  
problems;   make   the   best   decisions   possible   and  
unearth  new  opportunities.  Steve’s  passion  is  making  
  technology   make   sense   for   everyone   regardless   of  
their  technical  skillset.  
With   many   years   of   software   industry   experience,  
spanning:   management,   solutions   architecture,  
presales   and   sales,   Steve   brings   alignment   and  
execution   across   SAS’   customers,   sales   teams,   and  
partners.  
Prior   to   joining   SAS   Steve   was   held   leadership  
positions  at  SAP  and  IBM.  Steve  received  his  Bachelor  
of  Arts  from  McMaster  University  and  lives  in  Toronto  
with   his   wife   and   two   daughters.   During   his   spare  
time,  he  enjoys  traveling,  cycling,  skiing  and  spending  
time  outdoors.  
 
 
 

23  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
BALA  GOPALAKRISHNAN   2:00  PM    
Managing  Director,  Pelmorex   CASE  STUDY:  THE  WEATHER  NETWORK  
Data  Solutions  -­‐  The  Weather   Marketing   Insights   from   the   Big   Data   Confluence  
Network   of  Weather  and  Mobile  Location  
 
Bala  is  Managing  Director,  Data  Division  at  Pelmorex,  
the   parent   company   of   The   Weather  
Network/MeteoMedia   brands.   He   leads   business   and  
product  strategy  around  Big  Data  of  Audience  (Login,  
Behavioral,  mobile  location)  and  weather  datasets  for  
Pelmorex.  Bala  also  leads  the  Big  Data  Solutions  team  
of   GIS,   Data   Science/Engineering   and   BI.   He   leads  
partnerships   with   other   Data/Technology   companies  
and   with   top   Canadian   Universities   in   Data  
Science/Analytics.  
 
The   Weather   Network/MétéoMédia   are   Canada’s  
most   popular   weather   information   websites   and  
mobile/tablet/   Interactive   TV   applications,   as   well   as  
the   most   frequently   watched   specialty   television  
networks.   In   addition,   Pelmorex   owns   and   operates   El  
Tiempo  Previsto,  S.L.U.,  Spain’s  leading  multi-­‐platform  
weather   information   provider.   Pelmorex   generates  
weather   forecasts   for   hundreds   of   millions   of  
locations   every   hour   and   processes   billions   of   bread  
crumbs  of  audience  data  every  day.  
 
   
JANET  SCOTT   2:30  PM    
Director,  Business  and   CASE  STUDY:  ENTERPRISE  SAINT  JOHN  
Community  Development  -­‐ Size   Matters:   How   a   Small   Community   is  
Enterprise  Saint  John   Harnessing   the   Power   of   Data   to   Drive   Economic  
growth  
 
Janet   Scott   is   Director   of   Business   and   Community  
Development   with   Enterprise   Saint   John,   a   regional  
economic   development   agency   in   Saint   John,   New  
Brunswick,  Canada.  
She   works   with   partners   to   develop   and   implement  
strategies   and   initiatives   to   grow   the   local   economy  
that  focus  on  entrepreneurship,  investment  attraction,  
and   business   growth.   Janet’s   past   economic  
development   experience   includes   roles   in   youth  
entrepreneurship,   microfinance,   international  
 

24  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
business   development,   and   marketing   and  
communications.  She  has  worked  in  China  to  support  
Atlantic   Canadian   companies   entering   new   markets,  
and   led   a   micro-­‐finance   initiative   for   people   living  
with  HIV  in  Ghana.  As  an  entrepreneur,  Janet  was  co-­‐
founder   of   an   urban   weekly   newspaper   that   was  
named   an   Atlantic   Canadian   Finalists   for   the   Ernst   &  
Young  Entrepreneur  of  the  Year  Award  and  operated  
in  three  cities.  
In   2015,   Janet   received   recognition   as   a   40   under   40  
rising   star   in   economic   development   by   DCI  
International.   She   was   also   selected   to   participate   in  
Next   New   Brunswick’s   21   Leaders   for   the   21st  
Century   program   to   encourage   young   people   to   help  
set  the  agenda  for  the  future  of  the  province.  
 
   
MIRKO  CREVATIN   2:30  PM    
Program  Manager  -­‐Enterprise   CASE  STUDY:  ENTERPRISE  SAINT  JOHN  
Saint  John   Size   Matters:   How   a   Small   Community   is  
Harnessing   the   Power   of   Data   to   Drive   Economic  
growth  
 
Mirko   an   experienced,   bilingual   IT   Professional   with  
expertise   in   Management   Consulting,   Program  
Management,   Architecture   and   Business   Analysis.  
Mirko   has   a   deep   understanding   of   technology   and  
how  to  leverage  solutions,  from  envisioning,  planning  
and  delivery,  to  address  Business  Problems  and  drive  
Business   Results.   He   is   comfortable   working   with  
technical  delivery  resources  and  business  leaders,  and  
speaking  the  language  of  each,  to  ensure  stakeholders  
are   kept   informed   throughout   engagements,   no  
matter  the  complexity.  
 
With   over   20   years   of   experience   in   numerous  
technical   and   business   roles,   in   a   wide   array   of  
organizations,  Mirko  has  shown  versatility,  and  ability  
to   adapt   and   quickly   integrate   to   the   situation   at   hand  
to   deliver   value   to   clients.   His   focus   is   to   ensure  
technology  is  not  deployed  for  the  sake  of  technology  
but,   rather,   to   address   specific   business   needs.   He  
works   with   customers   to   understand   their   business  
projects   they   need   to   solve,   or   business   results   they  

25  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
seek  to  achieve,  to  ensure  the  solutions  deployed  will  
deliver  real  value.  
Mirko’s   experience,   combined   with   his   Certificate   in  
Third   Party   Neutral   Negotiation   and   Mediation   from  
the   Canadian   Institute   for   Conflict   Resolution,   allow  
him  to  effectively  manage  workshops  and  get  the  best  
from  those  participating  to  drive  results.  
Ultimately,  Mirko  knows  that  any  initiative  is  merely  a  
step  in  a  longer  journey.  Knowing  this  ensures  Mirko  
looks  to  the  past  to  see  what  has  happened,  and  to  the  
future   to   see   what   may   come   next,   and   set   up   clients  
with   foundational   projects   that   ensure   short   term  
results   and   that   can   also   support   future  
improvements  and  growth.  
 
   
  3:30   PM   –   Please   ask   all   delegates   to   spend   the  
next   5   minutes   quietly   reflecting   on   their   day   so  
far   and   completing   the   evaluation   forms.   Once   5  
minutes   have   passed,   please   introduce   the  
speaker  from  Cirque  du  Soleil  
 
 
AKSEL  BEDIKYAN   3:30  PM    
(Former)  Director  of  Business   CASE  STUDY:  CUSTOMER  ANALYTICS  
Analytics  and  Consumer  Insights   Leverage   Customer   Analytics   and   Consumer  
-­‐  Cirque  du  Soleil   Insights   to   Develop   a   Customer-­centric  
Organization  
 
With  over  15  years  of  professional  experience  and  as  
an  award  winning  researcher,  Aksel  is  best  known  for  
developing   and   honing   research   and   analytics  
competencies   in   leading   Canadian   brands   and  
organizations   where   none   existed   before.   His  
experience  spans  multiple  categories  such  as  media  &  
entertainment,  advisory  and  aerospace  with  hands  on  
experience   in   marketing,   strategy,   finance   and  
engineering.  
With   the   ultimate   mandate   of   enhancing   decision  
making   capabilities   through   the   generation   of  
 
actionable   insights,   Aksel   aspires   to   bring   AHA!  
moments   to   leaders,   movers   and   shakers   and   thrives  
in   highly   creative   environments   while   fostering   a  

26  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
working   method   where   both   left   and   right   brain  
inclined   individuals   work   together   in   a   collaborative  
and  synergistic  fashion.  
Aksel’s   core   expertise   lies   in   consumer   &   market  
research,  customer  analytics  and  BI.  
 
   
KYLE  KEMPER   4:00  PM    
Executive  Director  -­‐  Blockchain   CASE   STUDY:   BLOCKCHAIN   ASSOCIATION   OF  
Association  of  Canada   CANADA  
Take   Advantage   of   One   of   the   Biggest  
Technological  Revolutions  
 
Mr.   Kyle   Kemper   is   the   Executive   Director   of   the  
Blockchain   Association   of   Canada,   Chief   Strategy  
Officer   of   Global   Blockchain   Technologies   Corp,   and  
advisor.   Mr.   Kemper   is   a   passionate   visionary,  
connector,   speaker,   and   problem   solver   with   over   11  
years   of   professional   experience   in   many   different  
industries.   In   recognition   of   his   work   in   the   Bitcoin  
and   Blockchain   space,   Mr.   Kemper   is   frequently  
featured   on   major   Canadian   and   international   radio,  
broadcast,  and  print  media.  Mr.  Kemper  has  a  BCOMM  
  degree   from   Dalhousie   University,   has   received  
designation   as   a   Certified   Bitcoin   Professional   and   has  
over  15k  hours  of  Blockchain  related  experience.  
 
   
CHRISTIAN  RODERICKS     4:30  PM    
Director  Analytics  &  Architecture   CASE  STUDY:  CARA  OPERATIONS  
-­‐  Cara  Operations   Use   Data   Visualization   to   Better   Communicate  
  Information  
   

27  
   Wednesday, February 7th & Thursday, February 8th, 2018
Toronto Marriott Downtown Eaton Centre
Hosted & Organized by Strategy Institute
Chair’s Note

 
Christian   has   been   cooking   up   data   driven   solutions  
for   over   15   years   as   a   management   consultant   at  
Deloitte   and   as   founding   partner   at   ecommerce  
startup   SHOP.CA.   Christian’s   current   role   at   Cara  
Operations  is  to  lead  the  130+  year  old  company  into  
the  digital  era  by  using  analytics  and  machine  learning  
to   unlock   customer   behaviours   and   restaurant  
opportunities   that   drive   the   perfect   experience   for  
millions   of   customers   and   thousands   of   restaurant  
associates.   Christian   remains   active   in   the   startup  
  community,  holding  Advisory  and  Board  positions  at  a  
number   of   data-­‐centric   Canadian   technology  
companies.  
 
 

28  
 Fact Sheet

Intelligence, Integration, and

Integrity
The Foundation for a Comprehensive Enterprise
Information Strategy

Features
■■ Broad-reaching data quality
management
■■ Data governance and stewardship
■■ Real-time integration
■■ Advanced and big data analytics
■■ Self-service for non-technical users

Together, WebFOCUS and iWay software solutions deliver actionable insights that are
backed by reliable, consistent, and timely data.

Progressive companies consider data strategic, but rarely does one organization possess
the many different competencies required for success. That’s why Information Builders
provides an integrated solution set for business intelligence (BI) and analytics, integration,
and data integrity that combines its core capabilities into one comprehensive, end-to-end
Information Builders helps information management platform.
organizations transform data into
business value. Our business Intelligence – The WebFOCUS BI and analytics platform delivers rich, consumable,
intelligence, integration, and data interactive information to the widest range of employees, managers, analysts, partners,
integrity solutions enable smarter and customers.
decision-making, strengthen
customer relationships, improve Integration – The iWay Integration Suite is the most flexible and agile integration
performance, and drive growth. foundation available, providing interoperability between disparate systems and data for
faster time to market on IT and business initiatives.

WebFOCUS iWay Software Omni

Fact Sheet

Integrity – The iWay Data Quality Suite enables profiling, analyzing, enrichment, merging,
managing, and cleansing data from any source, structured or unstructured.

This comprehensive solution set brings together WebFOCUS and iWay – our market-
leading platforms for intelligence, integration, and integrity – in a single, easy-to-use,
integrated package. The “3i’s” help our customers seamlessly navigate the full spectrum of
information management. The result is strategic differentiation driven by more effective
utilization of your organization’s information capital.

Intelligence BI Portal Embedded InfoApps™ Mobile

Hot
Social
Feedback
Bad

Predictive Sentiment and Search Performance Natural Language/ Write-Back High-Performance

Analytics Word Analytics Management Narrative BI Data Store

Data Discovery Reporting Dashboards Location Casting In-Document

Analytics and Archiving Analytics

Integrity

Data Quality Data Master Data

Governance Management

Integration

Batch ETL Real-Time ESB Hadoop-Based

Legacy Systems Applications Relational/Cubes Big Data IoT Columnar/In Memory Unstructured Social Media Web Services Trading Partners

BI Is Better With Integration and Integrity

BI is better when you combine it with data quality and integration capabilities. Likewise,
data integration projects become more strategic when you add analytics functionality,
and the value of data increases exponentially when you trust its accuracy and can make
it available to more people through reporting and analysis. Leveraging BI, information
integrity, and data integration together as a comprehensive solution set offers added
value, future-proofs your information strategy, and empowers you to reap the greatest
benefits from your information capital.
Fact Sheet

State and Local Government: Smarter Policing

The Kansas City, Missouri Police Department is a law enforcement agency
that protects 464,000 residents across 322 square miles. It needed to improve
crime prevention by bringing together disparate information from more than
27 diverse sources, and making it readily available to law enforcement officers.
The department deployed a platform featuring our comprehensive business
intelligence, integration, and data integrity capabilities to ensure that complete,
timely, and consistent information was easily accessed through intuitive reports
and dashboards. As a result, the department can uncover patterns and trends in
crime activity to enable a more proactive approach to law enforcement.

3i’s Are Better Than One

With intelligence, integrity, and integration, you can:
■■ Improve real-time decision-making and streamline operations by making powerful, yet
intuitive analytics available to all stakeholders on any device
■■ Unify applications and data sources from across and beyond the enterprise with broad-
reaching integration capabilities
■■ Enhance the completeness, correctness, and consistency of enterprise information with
comprehensive data quality functionality

Intelligence
Different people need different kinds of information. WebFOCUS is designed with this in
mind, so you can choose the right approach for the right person. Whether it’s powerful
analytical tools to solve challenging business problems, interactive e-statements to
improve the customer experience, broad-scale operational BI, in-depth financial and
regulatory reporting, or self-service InfoApps™ for people who need specific information
at a glance, WebFOCUS has you covered.

In addition to its ease of use and powerful capabilities, WebFOCUS is unique in its ability
to ensure information accuracy, consistency, and completeness. WebFOCUS seamlessly
integrates with Information Builders’ iWay Software solutions, so your charts, dashboards,
graphs, InfoApps, and reports are enhanced with robust data integrity and integration
capabilities. The result is valid, reliable data from multiple, diverse sources – so you can
make smarter decisions based on data you can trust.

SWBC
SWBC provides insurance, mortgage, and investment services to financial
institutions, businesses, and individuals. It leveraged our integration and data
integrity technologies to create a centralized data warehouse and develop
process flows that streamline access to operational, financial, and customer
information. Now SWBC has a single view of accurate, up-to-date customer
data, so it takes less time to onboard new clients and data sources.
 Fact Sheet

Integration
With iWay integration solutions, organizations can ensure that all the information needed
to support BI activities is readily available at all times. Users can access and interact with any
information in any location or format – from Customer Relationship Management (CRM)
and Enterprise Resource Planning (ERP) applications to legacy databases and cloud-based
systems – even social media and other unstructured sources. Real-time integration capa-
bilities make all operational data and applications immediately accessible to any user. Data
warehouses, data marts, and operational data stores can also be efficiently created and
maintained. No matter where your data resides, or what your data latency requirements are,
iWay can help you build a powerful, comprehensive integration infrastructure to serve as
the backbone of your most critical BI efforts.

Avatar Solutions
Avatar Solutions provides patient satisfaction, employee, and physician
surveys to more than 600 hospitals and 13,000 providers. Using our business
intelligence, integration, and data integrity solutions, the company is able to
automate data management processes and enhance patient and employee
survey solutions. Avatar’s new ImprovingCare application provides more
accurate client data and more efficient data management and surveying
procedures, resulting in increased customer satisfaction.

Integrity
Optimum data quality is crucial to BI success. iWay integrity solutions enhance the
accuracy and consistency of enterprise information throughout its lifecycle, ensuring
that the data used for reporting and analysis is correct and complete at all times. From
profiling and validation through unification, cleansing, and enrichment, iWay provides a
broad-reaching, high-performance environment that enables truly proactive data quality
management. Your organization can create a real-time data quality firewall that not only
locates and rectifies invalid or corrupt information, but also stops it from entering the
environment in the first place.

Talk to your local representative for specific details on pricing, configuration, and
availability.

Find Out More

We can help you succeed. Talk to your local Information Builders representative to learn how. Visit us at informationbuilders.com,
e-mail [email protected], or call (800) 969-4636 in the U.S. and Canada. To improve your skills, visit education.ibi.com.

Corporate Headquarters
Two Penn Plaza, New York, NY 10121-2898 (212) 736-4433; Fax (212) 967-6406

Copyright © 2017 by Information Builders. All rights reserved. [145]

All products and product names mentioned are trademarks or registered trademarks of their respective companies. DN7507542.0317
 Dell EMC Isilon
Performance at Scale for AI and Deep Learning

CHALLENGE SOLUTION
Iterative AI and Deep Learning requires embarrassingly parallel file IO. As Dell EMC Isilon scale-out NAS delivers the analytics performance and
the number of concurrent compute threads grow, storage performance extreme concurrency at scale to consistently feed the most data hungry
quickly becomes the bottleneck as data starved GPUs and CPUs become analytic algorithms. Combined with Isilon's Out-of-the-Box enterprise
underutilized. This lack of forethought about how the compute layer gets features this enables a simple, flexible solution which eliminates I/O
fed data adversely impacts wall clock times for analytics jobs which slows bottlenecks to accelerate cycles of learning while conforming to
down model development cycles and limits innovation. regulatory and enterprise policy requirements.

Up to The IDEAL PLATFORM for Up to

Analytics at Scale
9million 540 GB/s

IOPS Bandwidth

250K IOPS 15 GB/s

per chassis per chassis
Scales from 10's of TBs up to 68 PB

Isilon Redefines Infrastructure for AI

FASTER ANALYTICS | DEEPER DATA SETS | ROBUST DATA MANAGEMENT

MASSIVE PARALLELISM ACCELERATE INNOVATION ENTERPRISE GRADE EXTREME SCALE

1000's of concurrent data All-Flash performance feeds the Simplifies compliance, protection, Seamlessly scales from TBs to PB's
connections with consistent low data starved compute layer to security, and data management with up to 80% storage utilization
latency responses accelerate cycles of learning and 75% data center reduction

Flexible Deployment Options

Toolkits Compute Isilon NAS

Copyright 2018 Dell Inc. or its subsidiaries. All Rights Reserved. Dell, EMC, and other trademarks are trademarks of Dell Inc or its subsidiaries. Other trademarks may be trademarks of
their respective owners. Dell EMC believes the information in this document is accurate as of its publication date. The information is subject to change without notice.
 We partner with you to implement digital
solutions that deliver excellence & move
WEB & MOBILE APPS your business forward.

Honest Working Relationship

Big Data Solutions
We listen, we deliver and keep our
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Artificial
Intelligence
Analytics
Enablement

AI Analytics Solutions
Changing the Way Companies do Business
Artificial Intelligence has significantly changed the way companies do business. Entire industries are being transformed by
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Implementing AI has its challenges

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Alithya AI Enablement – Achieve Real Results

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www.alithya.com 1-888-366-6632 [email protected]

 SSTECH CAPABILITIES

ABOUT SSTECH
System Soft Technologies (SSTech) is a leading IT Services provider specializing in the delivery of exceptional
Enterprise IT solutions across various platforms. Headquartered in Tampa, Florida, SSTech has branch offices
strategically located in Georgia, Virginia, Texas, California, and Toronto that provide unchallenged quality and
timeliness to its clients. An unwavering reliability has showcased phenomenal financial growth over the past
decade, permitting SSTech to invest heavily in new technologies, processes, and human resources to ensure an
enduring and expansive future as an industry leader in IT consulting and technology solutions.

SERVICE OFFERINGS
Our core competencies focus on providing clients with increased productivity, cost effectiveness and business
performance by leveraging technological expertise in the Information Technology industry and significant
business knowledge of different domains, process quality, and people. Using the latest technologies and
methodologies, SSTech offers a full range of services to meet our clients’ mission requirements.

Big Data and Data Science Application Development & Maintenance

• Data Science • Data Warehouse • Application Enhancement
• Big Data Analytics Modernization • Application Re-Engineering
• Data Migration • Data Governance • Custom Development
• Data Analytics • Master Data Management • System Integration
Compliance Services Security Assessments
• HIPAA Information Security Policies & Procedure • HIPAA/HITECH Security Risk Analysis
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Quality Assurance & Testing • Patient Portal Assessment
• Application Testing
• Automation Testing Cloud Computing
• Mobile Testing • Environment Management
• Architecture Design
Mobile Solutions • Migration
• Mobile App Development
• Channel Integrations Staff Augmentation

Cyber Security Microsoft Practice

• Cyber Security Assessment
• Security Intelligence Analytics Data Services

Technology Partnerships Alliance Partnerships

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 Business Intelligence without Boundaries
™

Because great BI needs to work the way you do

Different people have different BI needs and different capabilities. We get that.
That’s why we designed Dundas BI with unrivaled flexibility and customization options.

Dundas BI gives you full control over your data – delivering the information you need, in the way you need it. Our BI
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With Dundas BI, you can build, share and view web-based dashboards and
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 At Dundas, we think differently
A personalized experience - from our product
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We understand that great BI is more than just analysts exploring
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Let us show you what Business Intelligence without Boundaries really means
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Personal, Live Demo with a Solution Architect Free Online Trial Full Product Download [email protected] dundas.com 416-467-5100
It’s time to understand why.
At viadata.io, we’re obsessed with using verified data to

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Publisher Partner Network of niche websites across key lifestage events,

we’re building a unique profile of the Canadian consumer. With this data,

a powerful analytics team, and a commitment to campaigns that

test to learn, we’re helping enterprises look beyond the cost of a

campaign to get to the real reasons why audiences click.

Visit viadata.io to learn more and connect.

 COME
JOIN US
AS WE SHOW
YOU THE
JOURNEY FROM
INSIGHTS TO
SOLUTIONS! British Columbia

To achieve the best ROI, you need the most

impactful solutions. How can researchers turn insights
into actionable solutions? Find out by joining us at the Come join us in the luxurious
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 NATIONAL INSTITUTES OF HEALTH INFORMATICS
ONLINE PROFESSIONAL EDUCATION
App Developer’s Guide Bold Ideas: Health Currency for International Women’s Day:
to Privacy & Security Disease Prevention Feb. 14 , 2018 #PressforProgress Mar. 8, 2018
February 27, 2018 The problem with health care is Most of us in health care and science,
Mohawk College, Hamilton, ON that we pay for illness. Doctors, have worked in a male‐dominated
Privacy always emerges as a nurses and hospitals are not paid to profession and have had both
ques on to be answered by app keep us healthy, but to treat our produc ve and posi ve experiences,
developers and start‐up companies diseases. Come learn about how we While inequi es definitely exist, let’s
in the healthcare space. Privacy plan to create a new currency not lose our sense of collegiality,
and security controls are o en called Health Coin to solve this collabora on and enjoyment of the
mandatory requirements for problem. different perspec ves that each can
health sector procurements. How ———————————————— bring to the work environment and in
can app developers and start‐ups Measuring ROI in Health Care solving problems together
address the privacy concerns of 3 Part Series Mar. 13, 20 & 27, 2018 ————————————————
pa ents, healthcare providers, Healthcare expenditures will Patient Engagement through
clients and service providers while con nue to grow in the next 2 Mobile Apps Mar. 21, 2018
staying lean and agile in their decades. Showing the value for the
Not all pa ents are the same. Yet, we
development prac ces? expenditures in terms that resonate treat all pa ents with a par cular
with all stakeholders at all levels disease the same as every other
This workshop will cover cri cal
within an organiza on is pa ent with that disease. Modern
privacy legisla on, conduc ng a
impera ve. This 3 part series will marke ng methods use segmenta on
privacy risk assessment, assessing
provide par cipants with the and clustering to iden fy consumers
what privacy and security features
essen al knowledge required to use with similar characteris cs so that they
to build into your products and
the ROI methodology. Using an IT get more targeted services and
services, implemen ng an
project as a case study, par cipants companies achieve be er profits. Can
affordable privacy management
will be able to understand how the the healthcare system use the same
program and handling a privacy
ROI methodology can show benefits methods to achieve be er, more
breach.
realiza on and ROI achieved convenient and more customized
(tangibles and intangibles). pa ent care while lowering costs?

PRACTICAL - AFFORDABLE - LIVE - INTERACTIVE - ONLINE

www.nihi.ca | [email protected] | @NIHI_info

Your source for Health Informatics and eHealth education.
 DAY 1 Conference Evaluation Form WIN $250
Amazon gift certificate
Please complete evaluation to be included in today’s draw!

Your Name:
Company:
February 7, 2018• Toronto Marriott Downtown Eaton Centre • Toronto

1. Please convey your thoughts so far on your conference experience. 2. May we use your comments and
attribution in future promotional material?

Yes No

3. What are the 3 top issues facing your organization today? 4. Tell us your idea for a future conference.
1.
2.
3.

5. What topics/sessions/content were not covered or would like to see more of?

6. Name guest speakers you like to see for next year’s event 7 . What professional, trade, blogs or on-line publications do you read?

8. Which Industry Associations/LinkedIn groups do you belong to? 9. What other events do you try to attend each year?

10. Would you like us to hold a 2-day conference on AI & Machine Learning? Yes No

11. How did you hear about this year’s event? Brochure mailing Email Call from SI Referral Other

5 - Strongly agree 1 - Strongly Disagree Score (1-5) Comments

The quality of AV in the meeting room was excellent
The hotel/venue location was excellent
The quality and selection of food and beverage was excellent
Onsite conference staff were both visible and helpful

12. Any other comments to make this event better next year:

Thank you! Your feedback helps us provide you with enhanced value in the future!
Please rate our speakers 1-5 for the value you received from attending Score Comments
their session.
(1 –not relevant, 5-extremely relevant)
Sol Rashidi
Chief Data & Cognitive Officer, Royal Caribbean International
David Knox
Senior Vice President, Worldwide Sales Engineering, MicroStrategy
Morning Break
Sean O’Brien
Director of Analytics & Research, Maple Leaf Sports and Entertainment
Jake Freivald
VP of Product Marketing, Information Builders
Pramod Dogra
Senior Manager, Advanced Analytics, Shoppers Drug Mart
Mike Milkovich
Chief Technology Officer, Brightpeak Financial
Cami Zimmer
Head of Corporate Communications, Brightpeak Financial
Joe Cooper
Eastern Canada, Financial Services, Alteryx
Gordon Uszkay
Director, Risk and Analytics, Indellient
Christopher Buchholz
Senior Strategy Consultant, Chief Analytics Office, IBM
Networking Lunch
Pankaj Arora
VP Business Planning, Analytics and Performance Enablement, TD Bank Group
Houtsin Diep
Manager, Digital Analytics (Lead), McDonald's Canada
Sylvie Makhzoum
Vice President Data, Analytics & Insights, TD Insurance
Christopher Brockbank
Chief Marketing Officer, FIRMA Foreign Exchange
Mateusz Ujma
Senior Data Scientist, Director, Group Advanced Analytics, Manulife
Saad Rais
Lead Data Scientist, Ontario Ministry of Health and Long-Term Care
Hamid R. Djam
CTO, Analytics, HPC, Streaming & IoT, Dell EMC Unstructured Storage Division
Afternoon break
Paul C. Zikopoulos
VP of Cognitive Big Data Systems, IBM
Albert Hoang
Senior Data Scientist, Director, Advanced Analytics, Manulife
Vicky Marsolais
Director, Data and Analytics, National Programs and Strategies, CAA (Canadian
Automobile Association)
Christian Rodericks
Director Analytics & Architecture, Cara Operations

Additional Comments:

Please hand this completed form to our staff

 DAY 2 Conference Evaluation Form
February 8, 2018! Toronto Marriott Downtown Eaton Centre ! Toronto

Your Name:
Company:
Please convey your thoughts overall on your conference experience. What has been the lasting impact?

May we use your comments and attribution in future promotional material? Yes " No "

DAY 2 Sessions
Pleas rate our speakers 1-5 for the value you received from attending their session. Score Comments
(1 –not relevant, 5-extremely relevant)
Cecilia Tamez
Chief Strategy Officer, XE.com
Jean Louis Verboomen
Director, Data Science, XE.com
Paul Tyndall
Vice President, Strategic Projects, Environics Analytics
Selwyn Collaço
Chief Data Officer, TMX Group
Andrew Brown
Senior Director, AI and Advanced Analytics Research, CIBC
Gayle Ramsay
Vice President, Customer Analytics, BMO Financial Group
Manu Sud
Manager, Ministry of Energy, Government of Ontario
Morning Break
Chetan Mathur
Chief Executive Officer, Next Pathway
Vinay Mathur
Chief Strategy Officer, Next Pathway
Justin Arbuckle
Senior Vice President, Enterprise Architecture, Data and Product Engineering, Scotiabank
Nima Safaei
Associate Director, Network Analytics, Scotiabank Global Banking and Markets
Michael Morris
Director, Sales Analytics and Incentive Programmes, Global Furniture Group
Networking Lunch
Will Dick
President, CVM Data Sciences Inc.
Bala Gopalakrishnan
Managing Director, Pelmorex Data Solutions, The Weather Network
Janet Scott
Director, Business and Community Development, Enterprise Saint John
Mirko Crevatin
Program Manager, Enterprise Saint John
Afternoon Break
Aksel Bedikyan
(Former) Director of Business Analytics and Consumer Insights, Cirque du Soleil
Kyle Kemper
Executive Director, Blockchain Association of Canada

Additional Comments:
 How Data Science and Behavioral
Science Can Work Together

Brightpeakfinancial.com 1
 About brightpeak financial

Brightpeakfinancial.com 2
Why. How. What.

We make people stronger so they can We help people own their financial We offer simple, effective and
live with confidence and generosity. success story — their emotional, affordable products and services that
spiritual, cultural, behavioral, and help people own their story, spend
practical relationship with money. wisely, protect fiercely, and live fully.

Brightpeakfinancial.com 3
Join Us - #LiveBrightly

Brightpeakfinancial.com 4
Bad Behavior

• Nearly six in ten Americans don't

have enough savings to cover a
$500 or $1,000 unplanned
expense
• 75% of people do not feel they
have enough in their current
financial situation
• Money issues are the 2nd leading
cause of divorce

Brightpeakfinancial.com 5
 Knowledge doesn’t help

Brightpeakfinancial.com 6
Data Science + Behavior Science

Brightpeakfinancial.com 7
Data Science + Behavior Science

Brightpeakfinancial.com 8
Data Science

Brightpeakfinancial.com 9
Behavior Science

Brightpeakfinancial.com 10
B= MAT

Brightpeakfinancial.com 11
Brightpeakfinancial.com 12
Motivation

• Financial Success Framework

• Your money story
• Assessment
• Active
• Passive (activity)

Brightpeakfinancial.com 13
Motivation

Brightpeakfinancial.com 14
 Ability

Brightpeakfinancial.com 15
Choice Paradox – Choice Architecture

• Research tells us millennials just

want to be told what to do with
finances.
• In practice, nobody wants to be
told what to do.

Brightpeakfinancial.com 16
Triggers

• Context
• Hot triggers
• Life events
• Mobile
• Pay day

Brightpeakfinancial.com 17
Context

• Time of day
• Location
• Day of week
• Holidays

Brightpeakfinancial.com 18
Interruptible?
irrelevancy floor

maximum
attention
willingness to engage

attention threshold

do not bother
me for a while

interrupt threshold

Brightpeakfinancial.com time 19
Engagement Ecosystem

• Web/mobile experience
• Assessment
• Activities
• AWS
• Lambda, Dynamo, Cognito
• Angular4
• Illuminate

Brightpeakfinancial.com 20
Engagement

”Don’t mistake activity with achievement”

- John Wooden

Brightpeakfinancial.com 21
Sandbox

• Presentation of activities
• Choice
• Recommended for user
• Allows us to change and
experiment

Brightpeakfinancial.com 22
Challenges

Brightpeakfinancial.com 23
Data Problem

Brightpeakfinancial.com 24
Run-time vs. Data Science

• Data science – look for insights

• Insights > unique features

Brightpeakfinancial.com 25
Bringing it all together
What we know
about this user

Our experience
with all users Best match, in the
Recommendation
Engines moment, for this user

Our point of view

Our content

Brightpeakfinancial.com 26
Run-time Recommendations

Machine
Refined Model
Best Guess Basic Model learning based
based on data
model

Learning Learning Learning

Brightpeakfinancial.com 27
Evolution
free choice
choice paradox

linear transformational

Brightpeakfinancial.com 28
fixed
Balancing data

Brightpeakfinancial.com 29
Creative Discipline

Brightpeakfinancial.com 30
 Thank You!
Mike Milkovich
Chief Technology Officer
brightpeak financial
[email protected]
#LiveBrightly brightpeakfinancial.com

Brightpeakfinancial.com 31
Maximizing  your  Big  Data  Investment  
with  Self-­‐Service  Analytics    
Joe  Cooper  
February  7,  2018  

©  2017  Alteryx,  Inc.  

 AGENDA  
• What  is  Self-­‐Service  Analytics  
• What  is  the  need  for  Self  Service  Analytics  
• Big  Data  Trends  &  the  role  they  play  
• Keys  to  success  of  Self-­‐Service  Analytics  
• Alteryx  Platform  Overview  

©  2017  Alteryx,  Inc.    |    Confidential   ©  2017  Alteryx,  Inc.  

2  
What  is  Self-­‐Service  
Analytics?  
Line-­‐of-­‐business  professionals  
are  enabled  and  encouraged  to  
perform  queries,  analysis  and  
generate  reports  on  their  own,  
with  nominal  IT  support.  

©  2017  Alteryx,  Inc.  

What  Self-­‐Service  
Analytics  is  NOT  
• Not  shadow  IT,  or  the  rise  of  data  chaos  
• Not  designed  to  replace  enterprise  ETL  platforms  
• Not  a  niche  tool  for  predictive  or  spatial  
analytics-­‐-­‐  

• Not  waiting  around  for  other  departments  

©  2017  Alteryx,  Inc.  

 Legacy  Analytics:  Multi-­‐Step,  Multi-­‐Tool  Approach  
IT  Staff   Data  Scientist   LOB  Analyst  

Data  Access,  Prep,     Predictive  &     Production  &    

Data  Blending  
&  Cleansing   Spatial  Analytics   Output  Creation  
Data  quality  tool   Data  integration  tool   Analytic  coding   Dashboard  creation  

Slow,  long  process   Multiple  tools  and     Expensive  software    

process  steps   and  labor    

©  2017  Alteryx,  Inc.  

Organizations  Are  Stuck  in  Excel  
8%  of  Workforce    
26  Hours  Per  Worker  Week    
Limited  Functionality   26  hours  

80%  of  Data  Input  is  

Manual  Copy  /  Paste   80%  
Not  Automated;  Not  Controlled  

©  2017  Alteryx,  Inc.    |    Confidential   Download  a  FREE  Trial:  alteryx.com/trial  

 Analytics  Has  to  Scale    
IT  

LoB  

©  2017  Alteryx,  Inc.  

Software  Requirements  Have  to  Fit  
the  Users  Needs  

Organizational  Alignment:  
• LoB  can’t  go  rogue  
• IT  can’t  be  the  sole  decision  maker  

©  2017  Alteryx,  Inc.  

 Balancing  The  Requirements  
IT  

LoB  
Data  
Scientists  

©  2017  Alteryx,  Inc.  

500,000  Agent  Locations  
2,400,000  POS  Terminals  
31  Transactions  p/s  
100  hours  per  Month  
©  2017  Alteryx,  Inc.  
H A D O O P   I S   T R E N D I N G  

©  2017  Alteryx,  Inc.  

 Data  Growth  is  
Outpacing  It  

Data  Growth  

Compute  Growth  

Computing  Costs  are   Unstructured  Data  is    

Declining   the  key  Driving  Factor    

 
Source:  IDC,  Index  Ventures

©  2017  Alteryx,  Inc.  

Growth  of  Big  Data  Environments  

• More  and  more  companies  are  gravitating  toward  

Hadoop  and  functionality  that  it  offers  
• Runs  on  commodity  hardware  
• Distributed  architecture  scales  to  fit  your  data  
• Works  with  Structured  and  Unstructured  data  
• Emergence  of  In-­‐Memory  platforms  like  Spark  

Hadoop  Market  Forecast  2017-­‐2022,  Tabular  Analysis,  May  2017  

©  2017  Alteryx,  Inc.  
 The  Variety  of  Data  Continues  to  Grow  
D A T A   I S   A T  T H E   C E N T E R   O F   E V E R Y   O R G A N I Z A T I O N S   D I G I T A L   S T R A T E G Y  

O F   O R G A N I Z AT I O N S  
94%   U S E   M U LT I P L E   S O U R C E S  
F O R  T H E I R   D ATA  W I T H  

H AV I N G   F I V E   O R   M O R E  
60%+   D I F F E R E N T   D ATA  
S O U R C E S  

©  2017  Alteryx,  Inc.  

Optimizing…  
-­‐ 12  Minutes  
-­‐ 99%  
-­‐ $30  Million  

©  2017  Alteryx,  Inc.  

 the only quick-to-implement, self-service
data analytics platform that allows data
scientists & citizen users alike to break the
barriers to insight, so everyone can experience
the thrill of getting to the answer faster.

Like no other.
©  2017  Alteryx,  Inc.  
©  2017  Alteryx,  Inc.  
 the only quick-to-implement, self-service
data analytics platform that allows data
scientists & citizen users alike to break the
barriers to insight, so everyone can experience
the thrill of getting to the answer faster.

Like No Other.
©  2017  Alteryx,  Inc.  
©  2017  Alteryx,  Inc.  
Alteryx Analytics Platform for the Enterprise

Prep Analyze

Blend Model

©  2017  Alteryx,  Inc.  

 Alteryx  Designer:  Platform  for  Self-­‐Service  Data  Analytics  

Enrich  

Prep  &  Blend   Analyze   Share  

Input  All  Relevant  Data   Output  All  Popular  Formats  

©  2017  Alteryx,  Inc.  

 All  Purpose  Data  Workbench  
• Drag-­‐and-­‐drop  UI  for  workflow  creation  
• 250+  tools  for  wide  array  of  data  work  
• Imbedded  Enablement  &  Community  Support  

Data  Science  for  the  Masses  

• Broad  range  of  preconfigured  predictive  models  
• Complete  toolset  for  spatial  analytics  
• Leverage  encrypted  models  from  data  scientists  

CODE-­‐FREE  ANALYTICS    
for  the  citizen  data  scientist  

©  2017  Alteryx,  Inc.  

High  Performance  for  Big  Data  
• Analytic  compute  in  the  Alteryx  Engine  for  
scale  and  performance  
• Additional  In-­‐DB  platform  support  
• Spark  

Breadth  of  Algorithmic  Support  through  API  

• Enhanced  R  tool  
• Python  and  Scala  support   CODE-­‐FRIENDLY  ANALYTICS    
• Guide  to  creating  R  based  Alteryx  tools   for  the  trained  data  scientist  

©  2017  Alteryx,  Inc.  

Alteryx Analytics Platform for the Enterprise

Discover Prep Analyze

Share Blend Model

©  2017  Alteryx,  Inc.  

 Information  Discovery  
• Boosted  search  across  all  information  assets  
DISCOVER  AND   • Discover  new  assets  though  feeds  and  relationships  
COLLABORATE   • Identify  trusted  and  popular  assets  

Alteryx  Connect  
Analytic  Governance  
• Making  analytics  and  data  easily  accessible  while  
providing  capabilities  to  manage  access  and  security  

Asset  Catalog  
• Define  business  terms  and  link  to  technical  assets  
• Load  from  databases,  Alteryx  Gallery  and  BI  systems  
• Establish  lineage  

Enrichment  &  Collaboration  

• Promote  and  describe  your  assets  on  the  platform  
• Annotate,  discuss  and  score  data  assets  
©  2017  Alteryx,  Inc.  
Alteryx Analytics Platform for the Enterprise

Discover Prep Analyze Deploy

Share Blend Model Manage

©  2017  Alteryx,  Inc.  

 MODEL  DEPLOYMENT  AND  MANAGEMENT  
Alteryx  Promote  

Self-­‐Service  Model  Deployment   Enterprise  Ready   Rapid  Iteration  and  Improvement  

• Expose  R  &  Python  models  via   • Highly  scalable  clustered  architecture   • Version  control  and  tracking  
REST  API  with  out  recoding   • Manage,  track  &  report  model   • Automated  unit  testing  
• Embed  machine  learning  models   predictions  in  production  
into  any  app   • Model,  data  and  system  auditing  
• Real-­‐time  scoring  and  predictions  

©  2017  Alteryx,  Inc.  

 OUR  MISSION  IS  TO  UNLEASH  
THE  THRILL  OF  SOLVING  PROBLEMS,  
 OUR  PURPOSE  IS  TO  LET    
YOU  SOLVE  THE  IMPOSSIBLE  

©  2017  Alteryx,  Inc.  

Thank  You    

Experience  Alteryx!  
Joe  Cooper  
Download  a  free  trial  
[email protected]   alteryx.com/trial  

or  visit  alteryx.com  for  more  information  

 IBM Chief Analytics Office Indellient
Chris Buchholz, Sr. Strategy Gordon Uszkay, Director Risk &
Consultant Analytics
Big Data & Analytics Conference
IBM Chief Analytics Office

Mission to optimize IBM’s CAO team composed

internal business mainly of technical PhDs
performance and MBA consultants

2 Chief Analytics Office © 2017 IBM Corporation

IBM Chief Analytics Office & Indellient Collaboration

Collaborated to bring Successfully developed

structure and order to and deployed multiple
IBM data environment analytics solutions

3 Chief Analytics Office © 2017 IBM Corporation

The Cost of Fraud Today

14%

Fraud Accounts for

Expense Fraud
$420 Billion 5%, or $3 Trillion, of
Global Revenue

Revenue Lost to Fraud

4 Chief Analytics Office Data source: Chrome River / Survey of 1072 business travelers,©conducted
2017 IBMFebruary 2016
Corporation
Business Case – Finding Expense Violations

4-­‐5  Million  Expense   Only  1%  of  Claims    

Claims  Globally   Manually  Reviewed  

Focus  on  Client  Expenses  

Data and Analytics Maturity Scale

6 Chief Analytics Office © 2017 IBM Corporation

Level 1-2: Organizing Clients Data Sources Into Centralized
Repository To Perform And Expose Analytics
Structured Repository

CRM

Expense Reports

Additional
Sources

7 Chief Analytics Office © 2017 IBM Corporation

Challenges

Expense systems were NOT

developed with export/analytics
in mind
European countries had
additional hurtles for access to
personal information

Data cleansing…

8 Chief Analytics Office © 2017 IBM Corporation

Level 1-2: Additional Challenge Data Cleansing Before Analytics
Could Be Performed; Devised Fuzzy Matching Algorithm

Official Name
Royal Bank of Canada Toronto

CRM
RBC

User Input
R Banc Canada

Expense Reports

9 Chief Analytics Office © 2017 IBM Corporation

Maturity Level 2 Achieved

10 Chief Analytics Office © 2017 IBM Corporation

Level 3: Develop Network Model To Detect 360-degree Risk
IBM Expense Insight
Atte
nde
dE
ven
t

d Event
Client: John

Restaurant

Attende
Location Analytics
Night Club!
$400

r
s fo
Taxi Bob
Outlier Detection

rk
Wo
Oct. 25 Oct. 24
Over Spending
$560

o
igh

ts t
ra nk: h
Risk

por
Hugo

Risk rank: low Re

Client company
Risk r
ank: lo
w
Historical expenses
Alice

11 Chief Analytics Office © 2017 IBM Corporation

Challenges

Compliance stakeholders do
not easily give up on rule
based systems

Stakeholders uncomfortable
with analytics based systems

12 Chief Analytics Office © 2017 IBM Corporation

Level 3: Network Model - Enhanced Analytics & Visualizations

Employee & Claim Details

Submit
Employee Number Claim Name Country Amount $
Date
Bob CTR123 Visit to Client US $5,300 09/2017

13 Chief Analytics Office © 2017 IBM Corporation

Level 3: Network Model - Enhanced Analytics & Visualizations

Company #Expenses Amount Score P(Risk) = 100

$
XYZ 52 $4,300 93

Amount $

14 Chief Analytics Office © 2017 IBM Corporation

Level 3: Network Model - Enhanced Analytics & Visualizations

Expense Level Details Bayesian Risk Model

15 Chief Analytics Office © 2017 IBM Corporation

Challenges

Frequently had problems with

large regular data exports

Basic SQL is not well suited

to very large scale statistical
analysis

16 Chief Analytics Office © 2017 IBM Corporation

Results

100%  Process   Significant  

4-­‐5  Million  Expense  
Automa=on,     Reduc=on  in    
Claims  Reviewed  
Simplified  Audits   Fraud  Risk  

80%  Reduc=on  in     100%  Expense  Claims  Reviewed  

Reviewer  Cycle  Time    Instead   of  Only  1%  
Sr.  Director,  Enterprise  Document  Management  
Next Steps – Machine Learning

18 Chief Analytics Office © 2017 IBM Corporation

 Examples
Stages 4-5: Hybrid Bayesian Network Missing items
Unusual
Solution With Self-learning Capability Pattern
Fake receipts

Mis- Collusion Location mismatch

classification
Over usage of
cash expense
Split Bill Fictitious Cash
Client profile Meet at Pooling
Repeat expense
Event IBM
Expense
Employee profile Adult venue
Insights Risky
Inappropriate Venue Non-business
Expense history Employee Client
Visits Interaction related
Client

Event attendance Personal items

Duplicates Over
Client Spending
Visitor logs High amount
Visits
Employee
Expense over a year
Email logs
Keyword

Sentiment analysis
19 Chief Analytics Office © 2017 IBM Corporation
IBM: Takeaways

Show business Quick pilot then Weekly Stakeholders,

value along the agile development meetings, daily analysts, users
way scrums with and developers
stakeholders work together

20 Chief Analytics Office IBM Privileged and Confidential - Prepared at the Direction of IBM Counsel © 2017 IBM Corporation
Indellient: Takeaways

Scale up maturity Take time to build a AI and Machine Analytics is a team

levels one step at solid data & Learning are sport – business,
a time analytics foundation exciting – but it’s statistics and IT
a long road

21 Chief Analytics Office IBM Privileged and Confidential - Prepared at the Direction of IBM Counsel © 2017 IBM Corporation
Big Data & Analytics Conference
Big Data & Analytics Conference
Big Data & Analytics Conference
Data Analytics
With Dell EMC
Unstructured Storage
Flexible Infrastructure with Scale and Performance
for Data Analytics Platforms

© Copyright 2017 Dell Inc.

 Data is an asset.
Its more valuable than gold

2 © Copyright 2018 Dell Inc.

Digital Transformation
Enables enterprises to capture and monetize their data capital

Fraud Detection Trading / Tick IoT Customer 360 Data Driven

& Risk Analytics Data Analytics Analytics Business
Transformation
Ticker Machine Learning
Analytics And Deep Learning

3 © Copyright 2018 Dell Inc.

Challenges with Traditional Architectures

Leveraging the data capital Overcoming the challenges

Costs
Siloed Data Marts

Revenues Data Risk and Operational Costs

Risks

Explosive Data Growth

Need for speed in decision making

4 © Copyright 2018 Dell Inc.

Challenges with Traditional Architectures

Leveraging the data capital Infrastructure

Overcoming thethatchallenges
can deliver

Costs
Flexible,
SiloedConsolidated
Data Marts Platforms

Revenues Out-of-box
Data
Enterprise-Grade
Risk and Operational
Features
Costs
Risks

Explosive Data Growth

Extreme Scale

Need
High Performance
for speed in decision
Data Analytics
making

5 © Copyright 2018 Dell Inc.

Unstructured Data
Analytics With Dell
EMC Isilon
Flexible Infrastructure with Scale and Performance
for Data Analytics Platforms

© Copyright 2017 Dell Inc.

6 © Copyright 2018 Dell Inc.
Why Isilon for Unstructured Data Analytics

Analytics Solution Accelerators

8 © Copyright 2018 Dell Inc.

Flexibility Of Workloads/Analytics Platforms
Machine Learning
Deep Learning

• Minimize Data
Migration across IT

• Deliver Agility of IT
Workloads
Tick Analytics
• Minimize Data
Lifecycle costs

8 © Copyright 2018 Dell Inc.

Analytics-as-a-Service With Isilon
Offer distinct Analytics Platforms to several BUs, managed centrally, eliminating shadow IT

1. Multiple distinct PROD instances As a Service

2. Multiple Analytics Platforms and workloads Existing Server

Infrastructure
3. Co-locate DR data for other Analytics Platforms

Remote DR for another cluster Viya

ISILON"

DR (1:N) @ Top SAS Service provider for

Life Sciences and Health Care
PROD (1:N)
• SAS instances provisioned in minutes vs. months
• Scalable self-service delivery model
Compute + Local Store Data Platform • Scale up/down with storage scaling independently

9 © Copyright 2018 Dell Inc.

Analytics DevOps With Isilon
Rapidly bring Analytics use-cases to production and manage lifecycle using devOps processes

Multiple Dev/Test/Prod instances

Ticker Data Analytics DevOps
1. Carve out access zone for new instance

2. Configure compute and analytics software KDB PROD (1:N)

KDB TEST (1:N)
3. Move data easily between Dev/Test/Prod
KDB DEV (1:N)

PROD (1:N) ISILON"Viya

TEST (1:N)

DEV (1:N)
• KDB Dev, PoC and Production on same cluster
• Quickly launch/remove PoC/Prod instances
Compute + Local Store Data Platform

10 © Copyright 2018 Dell Inc.

Virtualized Analytics With Isilon
Decoupling compute from storage simplifies virtualization of analytics platforms at scale

1. Independently scale compute resources and storage

Virtualized
2. Flexible deployment and management With DellEMC Splunk Ready System
3. Platform Scale: Dell Compute + DELLEMC Storage
VxRACK"

ISILON"

VM VM VM VM

VM VM VM VM • Simple to deploy and manage Splunk VM’s

VM VM VM VM • Ease of scalability, start small grow rapidly
• Unlimited cold bucket growth
Compute + Local Store Data Platform

11 © Copyright 2018 Dell Inc.

Out-of-the-box Enterprise Grade Capabilities
Bring traditional production BI robustness to unstructured data analytics

Benefit in Analytics Isilon Feature

Disk errors transparent to client. Minimize operations cost SmartConnect

and eliminate down time in Analytics Client Failover load balancing
DATA
PROTECTION
Out-of-box backup and DR minimizes business risk for SnapshotIQ and SyncIQ
Analytics initiatives Data Backup, Async Replication and DR

Out-of-box file ACL, Audit and Kerberos support minimizes

File Level ACLs, Kerberos Audit
security risk for Analytics initiatives
DATA
SECURITY
Out-of-box drive encryption assures compliance to
Self Encrypting Drives
regulations in Analytics initiatives

Operational cost savings from no Hadoop name node

Built-in Highly Available Hadoop Name node
management.
DATA
MANAGEMENT
Upgrade or rollback analytics stack without impacting data Non-Disruptive Upgrades
under analytics Upgrade data cluster decoupled from compute

12 © Copyright 2018 Dell Inc.

Out-of-box Regulatory Compliance
Simplify compliance design and minimize risk of regulatory non-
compliance relative to DIY solutions

Industry Compliance Regulation

Credit card processing Payment Card Industry Data Security Standard (PCI DSS)

Healthcare Health Insurance Portability and Accountability Act (HIPAA)

Life Sciences Genetic Information Non-Discrimination Act (GINA)

Financial Services Sarbanes-Oxley Act (SOX), Dodd-Frank Act, Security and Excnange Commission (SEC) Rule 17a-4

Media and entertainment The Motion Picture Association of America’s security requirements for content movement

Government Federal Information Security Management Act (FISMA) for US government agencies

Multiple Industries EU’s General Data Protection Regulation (GDPR)

13 © Copyright 2018 Dell Inc.

Extreme Scale

Scaling Storage faster than Compute

• Up to 69PB with Isilon
• Limitless with ECS Cloud 1PB Hadoop Data Lake
Shared Storage Hadoop* with A200
Efficient Storage
• Automatic Tiering
$ • 30% reduction in Cost
• 40% reduction in RUs
• Up to 80% Storage Utilization
Relative to equivalent DAS Config
• Up to 40% rack space reduction
* Includes Compute, Isilon HW, OneFS SW, Hadoop licenses

Massively Parallel Machine Learning

• 100s of concurrent IO operations
80% vs. 25%
• Efficient file locking Utilization with DAS

14 © Copyright 2018 Dell Inc.

High Performance Data Analytics

Flash Tick Analytics

STAC-M3 SUT ID: XTR160413
• Up to 924 TB per chassis Isilon F800 – 60 1.6TB Drives/Chassis
Compared to equivalent NetApp Config
• 250K IOPs per chassis
• 15 GB/s throughput 12-day run > 2X
100 Clients Faster
• Scales to 9M IOPs, 540 GB/s
Mkt Snapshot > 2X
10 Clients Faster

Machine Learning / Tick

Vol. Curves 29%
Deep Learning Analytics 10 Clients Faster

15 © Copyright 2018 Dell Inc.

Isilon Analytics Unlocks the Value of Your Data Capital

! Make smarter decisions with analytics on all of your data

! Simplify and monetize big data solutions faster
! Get more value from your existing Isilon
! Future proof infrastructure investments
16 © Copyright 2018 Dell Inc.
Data Analytics Workloads
And Solution Accelerators
Flexible Infrastructure with Scale and Performance
for Data Analytics Platforms

© Copyright 2017 Dell Inc.

17 © Copyright 2018 Dell Inc.
Expanding Set Of Analytics Solutions

Business Predictive Analytics of Machine Deep Real-time

Intelligence Analytics Things Learning Learning Analytics

Tick
Analytics

18 © Copyright 2018 Dell Inc.

Spectrum Of Data Analytics Workloads On Isilon
Extreme Scale High Performance

Archive Models Hybrid Models Flash

A2000,HD A200, NL H400 H500, X,S-Series H600 F800

Analytics Media
Grid Analytics
Backup and
Archive
Ticker
Analytics
Cold Bucket Shared Storage

Machine Learning
Backup Deep Learning

Out-of-the-box support for Multiple Workloads + DevOps + As-a-Service

Out-of-the-box Enterprise-grade Capabilities

19 © Copyright 2018 Dell Inc.

Analytics Solution Accelerators = Verified Reference Architectures
= Ready Solutions
With ISV

Analytics Applications

Ticker Machine Learning

Analytics And Deep Learning

Flexible Compute

Enterprises
Existing Server Compute & Hyper-Converged Hyper-Converged
! Minimize cost
Infrastructure Converged w/ NW
! Minimize risk
Isilon ! Focus on use cases
! Focus on apps

20 © Copyright 2018 Dell Inc.

Isilon Analytics Momentum

Market Leader in

220 440 21
Analytics Shared
Storage
PBs of Analytics Customers running Industry Verticals
Analytics

WHO IS USING ISILON FOR ANALYTICS?

• World’s #1 Courier Company

• 3 of the largest telecommunications companies in the Americas

• One of the largest online retailer

• Multiple leading financial institutions

21 © Copyright 2018 Dell Inc.

Sophisticated, Scalable, And Secure
Hadoop Analytics

Business Impact

• ‘Advanced analytics for real business value’

• Support up to 100x data growth
• Out-of-box data protection and security
• Run other business applications

22 © Copyright 2018 Dell Inc.

US Healthcare Provider
Security logging and fraud detection

Business Impact

• One platform to address diverse

requirements
• Documents in “legal hold” for compliance
• Minimized data migration from other IT
systems
• Out-of-box data protection with remote
replication

23
24 © Copyright 2018 Dell Inc.
Analytics That Connects Advertisers
With Consumers

Business Impact

• Streamlined customer decision-making

• Accelerated responses to customer
requests

• Eliminated overnight data-import processes

• Monetize new revenue streams

24
26 © Copyright 2018 Dell Inc.
Next Steps

• Solution white-boarding and

proof-point discussion with

$
subject matter expert

• Discuss detailed product

Improve Control capabilities and demos
Outcomes Costs
• Discuss Implementation
• Services Offerings
• Workload Requirements
Minimize
Risk • Cost and TCO Analysis

25 © Copyright 2018 Dell Inc.

Leveraging Real-time Events in Customer-
Centrification and Predictive Analysis

4th Annual Big Data & Analytics Summit Canada

Cecilia Tamez,
Chief Strategy Officer, XE

JL Verboomen
Director of Data Science, XE

February 8, 2018
 2  

Without knowledge, action is

useless… and knowledge
without action is futile
 3  

Predictive Scoring

What do Personalization
these
innovations
Omni-Channel
have in Automation Engagements
common?  
Product
Recommendations
 4  

Real-time

Event
Driven
Data  
Customer 2
Multi-
Centric Dimensional
 5  

Business Growth

Strengthened
Brand

Data can Product

Innovation
transform
Business Business
Efficiency
Strategy  
Understand
behaviour

Client
Needs
 6  

Flexible
Architecture

Business Multi-Dimensional Breadth

has to
transform
Data
Strategy   Prescriptive Unstructured

Real-time
 7  

UNIFIED BRAND BETTER SMARTER

•Integrated Products SEGMENTATION TARGETING
•Easy Registration •Look-Alike modeling •Propensity to Engage
•Communications •Behavioural Clustering •Predicted LV
•Product Clustering •Budget Allocation

OPTIMIZED STRENGHTENED RISK MITIGATION

CONVERSIONS LOYALTY
Applications  
•Propensity to Default
•Lead-scoring / AB Tests •Personalized Service •Customer Attrition
•Progressive Registration •Engagement Rewards •Fraud Prevention
•Cross Sell / Referrals •Improved Service

GROWTH
•Conversions
•Cross-promotions
•Retention
 8  

Does Data have a seat at

your strategic table?
 9  

Expensive to store

Inaccessible

Not so long Disparate

ago…  

Slow

Limited
 10  

Couldn't link tactics to

results…
STOP  
(there might be customer data in there)  
 11  

Big Secret…

If you embrace Security and

Privacy, they can be your
friend
 12  

•Reports

Storage  
DESCRIPTIVE •Ad Hoc Queries
•Dashboard

•Regression
•Classification
PREDICTIVE
•Anomaly
Data Detection

(Re)Evolution  
•Decision Models
PRESCRIPTIVE •Personalization
•Optimization
Speed  

•Machine
Learning
COGNITIVE •Reasoning
•Auto-
interactions
 13  

Event Driven:
‘Real-time’
click, email, call,
delivery
churn

Simultaneous
Data is Runs concurrently
data absorption
with software
Dynamic   and ETLs

New subscribers Consume data in

with no product multiple
changes applications
 14  

WHO

WHY WHAT

Context is REAL
TIME
Everything   EVENT

HOW WHEN

WHERE
 15  

Data Science  
 16  

Would you rather a crocodile

attack you or an alligator?
 17  
SINGLE  VIEW  OF  CUSTOMER  

REAL  TIME  EVENTS  

CUSTOMER  JOURNEY  

CUSTOMER  WHO
LIFETIME  
Device / Medium
Mobile Desktop Tablet BOTS Devices Wearable

Channel / Platform
Website Apps IoT BOT Platform

WHY WHAT
Data  Stream  Capture  (Real-­‐Time)  

Customer Data Lake (Events)

REAL
Logic Cloud Machine Learning / AI

TIME
Data Cloud

Roadmap  
• Logical Applications • Persistent Evaluation
• Customer Centric
EVENT
• Descriptive Analysis of Predictive Models
• Multi Dimensional
• Predictive Scoring • New Variables/Data
• Minor Processing
• Prescriptive Triggers • New Insights/Triggers
UNMODELED  EVENTS   THIS,  THEN  THAT…   ARTIFICIAL  INTELLIGENCE  

HOW WHEN
Business Intelligence CRM Automation
Data Platforms

• Descriptive Cube • Predictive/ Relational • Prescriptive Complex

• Ad-hoc Reporting • Profile/ Segment • Automation
•
•
Regular Reports
Performance Measures
•
• WHERE
Behaviour
Predictive Score
•
•
Recommendation
Decision Engine
WHAT  HAPPENED?   ID  OPPORTUNITIES   GET  IT  DONE!  

Business Tech / Product Data Science

Humans

• Marketing • Product • Analysis : Growth

• Customer Service • Software • Scientists : Savings
• Compliance • IT • Developers : Risks
• Finance • UX & Partners • Business
ACTION   DEVELOPMENT   FUTURE  BULDING  
 18  

Optimization Engine

Train
Model

Real-time Monitor /
Evaluate
Events Evaluatio
n Model

Feature
Engineeri
ng

Case Study
Results  
Data Data   Data   Data   Machine  
Sources Cleansing Analysis Preparation Learning

Conversion  
The  increase  in  conversion  

+28  %  
 19  

IWould
Thank you
wouldYou! rather
much a crocodile
rather the
crocodile
attack youattack
or an the alligator
alligator?
Get in the Fast Lane with Mobile
Data

Paul Tyndall
VP, Strategic Projects
February 8, 2018

1
Today’s agenda

• Practical use cases for transforming & extending

traditional analytics
• New solutions for traditional analytics challenges
• What are the possibilities (and limitations) of using
mobile data

2
Mobility data: what it Is & what it does

• Anonymized, permission-based data collected from

location-enabled mobile devices & vehicles

• Users can identify devices observed within a defined area,

and in many cases, infer the likely home / work location of
those devices

• Quality of sources and captured data are evolving quickly,

as are best practices on use and interpretation

3
Just how “Big” is mobile data?

The  Big  “V”s  

VOLUME                    
VARIETY  
VELOCITY  
VALUE  

4
Why mobile analytics?
new insights regardless of your existing data

Limited/No Customer High Quality Customer Data

Data
• Visitor profiling • Cross-shopping / Loyalty
• Trade area validation • Competitive analysis on trade
• Sister store impact analysis areas, visitor profiles
• Time of day/week analysis • Analyze current visitors to
prospective sites

5
Key Business Questions
Trade Areas pathing

My Store Home
Work
Other Store

Profiling loyalty

My
store
Competitor

6
Evolution of trade area definitions
Before Now

• Move from radius or drive time

estimates to actual visitor
mobility patterns

7
Integrate with detailed small area data
PRIZM
WHO Analysis
THEY
ARE

WHAT WHERE
THEY DO THEY
SHOP

8
How do we gain insight?
Mobile ! home neighbourhood ! 21,000 variables for each postal code
Consumer  Behaviour  &  
Market  Sizing   Media  Use  
Mindsets  
Lat &
Long

Postal Detailed  Demographics  &  

Segmenta>on   Financial  
Geograph Change  Over  Time  
y

9
Typical Use cases
• Understand Loyalty Continuum: Understand the cross-shopping behaviors of
visitors to your and your competitors
• Analyze Lapsed Loyalists: Analyze audiences who used to visit a brick-and-mortar
store
• Analyze Share-of-Visit: Understand how marketing campaigns or seasonal events
impact share-of-visit in the marketplace
• Out of Home: Identify and profile audiences that have been exposed to your OOH
properties by time of day / day of week
• Inform Site Selections: Find areas with high potential for expansion based on
customer loyalty
• Pathing: Identify where your visitors were before and after visiting your location
• Municipalities: Align services to needs of non-resident population; attract new
businesses
10
Competitive cross-shopping quantified
13,719 total 27% Visitor
Visitors Overlap
• attheNorth
Of 27% of Plaza with
visitors that were also observed as a visitor at East
Centre, 21% were seen at East Centre and North Plaza, while 6%
were at all three malls

₋ 64% of North Plaza visitors were only seen visiting there

₋ In contrast, East Centre has the highest loyalty with 79% loyal
visitors

Visitor Overlap at competitor locations

11
Competitive shopper profiling
• All locations attract lower than average rates of Upscale Families, the target segment for North Plaza
• North Plaza attracts more from Young Aspirational segments while East Centre attracts more from
Comfortable Families
• South Mall skews more heavily toward Downscale Locals
Demographics comparison
North plaza East centre

Lifestag
e
AvG Hhld
Income
Size of
Hhld
Dwelling

Education

Occupation

Diversity
8
Mobile data – some Considerations

• Not all devices captured

– Not a replacement for traffic count / volumetric studies.
• Not all devices provide sufficient data to estimate likely home locations
• Typically does not capture elevation
• To protect consumer privacy the real world device ID (MAC ID) is masked
• Due to signal drift, cross-shopping analysis most effective for larger, single-tenant
spaces

14
Questions?
Thank You
Paul Tyndall
VP, Strategic Projects
[email protected]
1  
Introductions

Chetan Craig Wickett Vinay

Mathur Senior Vice President,
International Technical
Mathur
Chief Executive Chief Strategy
Services
Officer Officer
Scotiabank
Next Pathway Next Pathway
2  
Why is Data-as-a-Service So Hard?

3  
 What is DaaS?

DaaS is meant to deliver relevant data in a timely and secure

manner at an affordable cost, for everyone in the Business
Day to
Day
Operation
Social Media
al
Streaming Reporting

Data
Direct to Collect and Transform Govern and Publish and Scienc
Database Standardize and Enrich Secure Consume e
EDW

Batch
AI and
Machine
Core Operational Learning
Systems

4  
Scotiabank’s DaaS Roadmap
Key Accomplishments To-Date
Legend
Business
Uses   Glossary

Influences  

Agile Development
Logical Data Model
Components  

Physical Data Model Business

Operational Systems
Consumption
Business Domain Mapping Layer
Microservices
Data Movement

Enterprise Enterprise
APIM
Data Lake Data Cache

Host / Mainframes Cloud

Data
Deployment Security
Integration
Infrastructure

5  
Scotiabank’s DaaS Roadmap – Target State
Enterprise Domain Model (EDM) and DaaS

Requirements (Metadata) Driven Automation

Legend

Uses   EDM: Data as a Service

Business
Requirements
Business
Influences   Definition Glossary
EDM: Logical Data Model
Components  

Operational Systems Physical Data Model Business

Consumption

Consumption API Layer

Business Domain Mapping Layer
Ingestion API Layer

Microservices Data Movement

Enterprise Enterprise
APIM
Data Lake Data Cache

Host / Mainframes
Cloud
Data
Deployment Security
Integration
Infrastructure

Cohesive Business Metadata with Data Lineage

Accelerated Business Reporting

6  
Critical Success Factors for Establishing DaaS

Standardize data collection method

Select and
physicalize an Prepare and enrich data
Enterprise from multiple systems of
Domain Model record

Select an
Enterprise Standardize metadata
Business Glossary capture and lineage
and define Critical
Data Elements

7  
Thank You and Q&A

www.nextpathway.com   Confiden>al  -­‐  Next  Pathway  Inc.  

Smoothly Navigate Your Path To Bring
Business Intelligence To Your Organization

MICHAEL MORRIS
February 8th, 2018

Global Annual Planning

 C O O R D I N AT I N G M A N Y M O V I N G PA R T S

2
3
1
Global Annual Planning
 Foundation in technology

TECHNOLOGY

Global Annual Planning

 Also requires an investment of time & money

INVESTMENT

TECHNOLOGY

Global Annual Planning

 And the biggest gear of all to move – change.

INVESTMENT

CHANGE

TECHNOLO
GY

Global Annual Planning

 INVESTMENT

UNCERTAINTY

RISK

Global Annual Planning

 CHANGE

HUMANS

COMPLEXITY

Global Annual Planning

 PEOPLE & MONEY

Global Annual Planning

tricky INVESTMENT

CHANGE

TECHNOLO
GY

Global Annual Planning

 trickier

tricky INVESTMENT

CHANGE

TECHNOLO
GY

Global Annual Planning

 trickier
trickiest

tricky INVESTMENT

CHANGE

TECHNOLO
GY

Global Annual Planning

 trickier

trickiest

tricky INVESTMENT

CHANGE
TECHNOLOGY

Global Annual Planning

 TIP #1
Redefine “smooth”

Global Annual Planning

 TIP #1
“Smooth” = Success = P R O G R E S S
Even when that means finding solutions to problems you
didn’t know you’d have.

Global Annual Planning

Global Annual Planning
 THE BEST PART OF A RENOVATION IS THE FINISHED PRODUCT.

Global Annual Planning

 TIP #2
Always have a plan.

Global Annual Planning

 Why Plan?
Global Annual Planning
 PEOPLE & MONEY

Global Annual Planning

 NAVIGATION

MAP C O M PA S S
Expected Unexpected

Global Annual Planning

 CONDENSED PROJECT PLAN

Research Vendors Budget Team Testing Training

COMMUNICATION

Global Annual Planning

 RESEARCH

Global Annual Planning

1
Global Annual Planning
 TIP #3
Ask questions.

Global Annual Planning

Global Annual Planning
MARKETING SALES IT OPERATIONS
 Drill-down
In-memory Insights
Metrics Build-up
System
Data Integration Enhanced
Models visualizations
Algorithms Platform
Dashboards Cloud
SQL RAM
Predict
Benchmark
Analyze
ETL
Strategy
Statistics

Global Annual Planning

 VENDORS
Global Annual Planning
2
 Solution Office in
Provider Toronto

Vendor/
Platform

Legacy
Servers
Systems

Global Annual Planning

Global Annual Planning
 TIP #4
Don’t boil the ocean.
Don’t bite off more than you can chew.
Eat an elephant one bite at a time.
Keep your eyes on the prize.

Global Annual Planning

 BUDGET

Global Annual Planning

3
 What’s the budget?

How much does it cost?

Global Annual Planning

 BUDGET À LA CARTE

Visual Analytics - $ Customer Journey - $

Visualization tools amuse Marketing behaviours
bouche infused with marries sales data glazed
historical sales data in predictive models

Global Annual Planning

 WILL YOU ACCEPT THIS ROSE?

Global Annual Planning

 APPROVED!

Global Annual Planning

 TIP #5
Execs like options.
(But not too many options)

Global Annual Planning

Global Annual Planning
4
TEAM
Global Annual Planning
 ENTP ISTJ

ENTJ
INTP

NEW PERSONALITIES TO MANAGE & MOTIVATE

Global Annual Planning
 TIP #6
Get to know your project team.

Global Annual Planning

 D ATA C L E A N S I N G & D ATA G O V E R N A N C E

Global Annual Planning

SALES BY PROVINCE
Ontario,
ON, or
Sure, which one?
Ont?

Global Annual Planning

DATA STEWARDSHIP
– management and oversight of data
– ensures consistency & standardization

pillars of high-quality data

DATA HYGIENE
Conditions and practices conducive to
maintaining health and preventing
disease, especially through cleanliness
Global Annual Planning
 TESTING
Global Annual Planning
5
 TECHNOLOGY ADOPTION CURVE

Global Annual Planning

 PUT YOUR
FOCUS HERE

Global Annual Planning

 TIP #7
Treat your business users as though they are
your customers.

Global Annual Planning

 TRAINING
Global Annual Planning
6
 LUNCH & LEARN
Global Annual Planning
 Peer-to-
peer LUNCH

Trainers/ Real
experts examples

Global Annual Planning

 TIP #8
Break Bread.

Global Annual Planning

 TIP SHEET
1. Redefine success.
2. Always have a plan.
3. Ask questions.
4. Don’t boil the ocean. Be focused.
5. Options are good. But not too many options.
6. Get to know your project team.
7. Treat business users like customers. Buy-in is key.
8. Break bread.

Global Annual Planning

 THANK YOU
MICHAEL MORRIS
February 8th, 2018

Global Annual Planning

 Janet Scott
[email protected]

Mirko Crevatin

SIZE
[email protected]

MATTERS
How a small community is harnessing the
power of data to drive economic growth
 Saint John, NB
Regional population
125,000
Canada’s first
incorporated City

CANADA’S MOST
CONNECTED COMMUNITY. Grand Bay-Westfield · Quispamsis · Rothesay · St. Martins · Saint John
First
community
in British North
America to be granted
local self-rule in 1785
Canada’s First
Chartered Bank of
New Brunswick
First voicemail, screen phone and First Internet service in 1994
caller ID in 1993
 Another first:
Creating a community asset
to leverage public and
private data for growth
Smart and Connected Community Data Project
 COMMUNITY
DATA
FRAMEWORK
Bringing public and
private data together in
a common platform
 Step 1 Step 2 Step 3
Data & Network Data capture and Optimization through data
analysis
Infrastructure analysis
New growth
opportunities
 SMART
POCS TOURISM
BUSINESS-LED
BUSINESS-LED
INNOVATION
SMART INNOVATION

Develop the culture, TOURISM

technologies and BUSINESS-

LEDPOCS
POCS

processes that will INNOVATION

result in a world class

asset that will grow
and evolve
Saint John Tourism Profile
Small business proof-of concept project: Transaction Abandonment
Not-for-profit mental health organization:

Problems with no-shows

Smart Parking
Peak Prediction Project
 Collaboration
Restaurant owners
YSJ Airport
Port Saint John
Small business owners
Community organizations
Hotels
Tourism operators
Municipalities
Innovators
Community leaders
 Building the Playground for Innovators

Restaurant owners
Industry Players
Airport
Port Saint John
Small business owners
Community organizations
Hotels
Tourism operators
Municipalities
Innovators
Community leaders
Innovation Playground

Restaurant owners
Industry Players
Airport
Port Saint John
Small business owners
Community organizations
Hotels
Tourism operators
Municipalities
Innovators
Community leaders
For more information contact:

Janet Scott, Enterprise Saint John

E-mail: [email protected]
Phone: (506-632-6131)