PEOPLE & CONTACT INFORMATION On this page you will find, by category, the names, contact information, and brief descriptions of relevant Sense and Respond experience for individuals who have expertise in helping executives learn about S&R, express their business intent as a Sense and Respond design for action, implement Sense and Respond designs, and/or provide tools, methods and technologies that have specific application in Sense and Respond enterprises. The categories below correspond roughly to the Adaptive Core Competences described in S&R classes and workshops. (Information about Adaptive Business Designs and S.H. Haeckel  are found elsewhere on this site.)

SENSE & RESPOND EDUCATION

The individuals in this section have extensive experience conducting executive education and workshops on Sense & Respond concepts, principles, tools, and implementation projects.   *Stephan H. Haeckel   *Bob Keiser is Senior Sales Executive with Saturn Business Sytems and President of AMP Associates.  He has mentored executives for 20 years to help them improve their decision-making and leadership skills.  An experienced facilitator, he has worked with senior executives at 350 of the global Fortune 1000 firms . During his 28 year-career with IBM, Bob developed deep insights into the role of leaders who are in dynamically changing market conditions. From 1989 to 2006, he helped launch and grow the IBM Advanced Business Institute, with the mission of educating senior executives in IBM’s client firms.  He built a global education practice for this market, where he designed, sold, developed and delivered training and mentoring for executives on four continents.  His primary focus is research and education on the “Sense-and-Respond” management framework, an innovative, new governance model for adaptive enterprises.  Bob partnered with Steve Haeckel to create classes and workshops that guide executives in the design and implementation of Sense-and-Respond principles and practices in their firms. Bob received a Masters in Business Administration, with a major in Finance and Accounting, from the University of Michigan at Ann Arbor.  He studied Engineering Physics as a cadet at the United States Military Academy, and received a Bachelor of Science degree at Michigan, majoring in Psychology.    Contact Information:   Robert Keiser 144 Castle Heights Avenue, Nyack, NY   10960 Tel: 914-319-0265  rkeiser@saturnb2b.com

DESIGNING AN ADAPTIVE ORGANIZATION

*Joe Arteaga  is a management consultant specializing in business strategy and organization change. His experience in Sense and Respond dates from 1996, as a contributor to S&R Classes at IBM’s Advanced Business Institute. He has applied S&R principles of adaptive business design to help multiple clients transform their strategic intents into organizational structures for action. He contributed to the early development of a S&R consulting methodology for IBM Business Consulting Services. (See also his entries under “Knowing Earlier Support” and “Commitment Management”)   Contact Information: Joe Arteaga 3600 Steeles Avenue East Markham Ontario Canada L4G 7E5 TEL 416.478.8175  jarteaga@ca.ibm.com     *Doug McDavid is an executive research consultant and business architect at IBM Global Services and the Almaden Research Center. He has a deep understanding of the concepts and practice of S&R. He led an IBM Academy of Technology study that assessed Sense & Respond as a managerial model, and applied its principles to create a Role and Accountability Design for the development and delivery of service solutions. The study concluded that this design was substantially more effective and less costly than the existing process-centric model. Over a period of several years, McDavid has done original work addressing the issues of accurately representing business structure and strategy in IT architectures, creating methods for business domain modeling and requirements definition in several industries.  He applies his technical and business experience within the Sense & Respond framework, which he helped to develop within IBM based on the work of Steve Haeckel. For more on Doug, go to  http://domino.research.ibm.com/odis/odis.nsf/pages/profile.mcdavid.html   Relevant Links : http://www.research.ibm.com/journal/sj/352/mcdavid.pdf http://www.research.ibm.com/journal/sj/381/mcdavid.html    http://www.almaden.ibm.com/coevolution/pdf/mcdavid.pdf   http://www.research.ibm.com/sysbrik/sai04.pdf    Contact Information:  Doug McDavid  IBM Almaden Research Center  650 Harry Road  San Jose, CA 95120  TEL 408-927-1565  mcdavid@us.ibm.com     *Mike Wittenstein is Chief Experience Architect at STORYMINERS, a consulting firm specializing in helping clients become more adaptive and customer-back. He has applied S&R context-development principles at several service industry clients to position them for growth and alignment. Prior to founding STORYMINERS, he worked with Steve Haeckel at IBM, introducing S&R to large companies in multiple industries to help them create customer experiences that establish and sustain differentiation. More about Mike and STORYMINERS can be found at www.storyminers.com    Relevant Links   Success Story - iPay Technologies: http://www.storyminers.com/success_stories/ipay.html Success Story - Macquarium: http://www.storyminers.com/success_stories/macquarium.html Client Testimonials and Results - Various Clients: http://www.storyminers.com/success_stories/testimonials.html Methodology Overview Presentation http://www.storyminers.com/tec/ Building an Intuitive Enterprise – White paper on Adaptive Marketing: http://www.storyminers.com/white_papers/white_papers.html   Contact Information:    Mike Wittenstein  STORYMINERS  1862 Wilkenson Crossing  Marietta, GA   30066 TEL 770-425-9830  404-229-5809 (Cell) mike@storyminers.com

KNOWING EARLIER

*Steve Buckley is the Manager of Analytic Models and Architecture in the Mathematical Sciences Department at IBM’s Thomas J. Watson Research Center. He and his team have created multiple software tools that enable firms to move toward Sense-and-Respond business management.  The software falls into two categories: Infrastructure that enables information flow; and Analytics & Optimization that utilizes the information to provide Role Specific Sense and Interpret support for decisionmakers.  http://www-6.ibm.com/software/info/topic/perform   Relevant articles and presentations on this work include:   S. Kapoor, D. Gresh, J. Schiefer, S. Buckley and P. Chowdhary, “Visual Analysis for a Sense-And-Respond Enterprise”, IASTED Conference for Software Engineering, Insbruck, Austria, 2004.  http://domino.watson.ibm.com/library/cyberdig.nsf/papers/1B412EFFCA33E21D85256DE300545FBA   S. Kapoor, K. Bhattacharya, S. Buckley, P. Chowdhary, M. Ettl, K. Katircioglu, E. Mauch and L. Phillips, "A Technical Framework for Sense-and-Respond Business Management", IBM Systems Journal, 2005. http://www.research.ibm.com/journal/sj/441/kapoor.pdf   "Sense and Respond for On-Demand Business Management" June 9, 2005 http://www.cmurc.com/images/downloads/CMURCdownloads/05businessinsightforum/ibmresearchcenter.pdf   "Using Simulation to Design Sense-and-Respond Businesses" http://delivery.acm.org/10.1145/1170000/1161955/p1205-huang.pdf?key1=1161955&key2=5734240611&coll=GUIDE&dl=&CFID=1911648&CFTOKEN=17490320   Contact Information:     Steve Buckley IBM Thomas J Watson Research Center Route 134, Yorktown Heights, NY 10598.   TEL 914.945.1971    sbuckley@us.ibm.com     *Mani Chandy is the Simon Ramo Professor of Computer Science at the California Institute of Technology, and Cofounder and Chief Scientist of iSpheres Corporation. He led Caltech's "Infospheres Project" for Sense & Respond Computing Systems, and has built software tools for incorporating streams of data from multiple sensors and data sources, "fusing" or aggregating the information and responding appropriately. He continues to develop algorithms for incremental computation that continually update a response as new pieces of data are sensed.    Relevant links and documents include:   See Library page for  a PowerPoint version of the iSpheres Web Seminar "Managing by Wire: Architecting a Sense and Respond Organization" conducted by Chandy and Haeckel in December, 2003; Search for "sense and respond" or "chandi" in www.developer.com  -- for example, http://www.developer.com/design/article.php/3499036   See Library page also for Chandy's 12-5-05 PPT presentation to a Gartner Group forum on "Event-directed Architectures."   Contact Information:     K. Mani Chandy Simon Ramo Professor of Computer Science California Institute of Technology   Pasadena California  91125    mani@cs.caltech.edu      *Dr. Grace Lin is the Global Sense-and-Respond Leader in IBM’s Business Consulting Services (BCS) where she is responsible for developing Sense-and-Respond-related solutions. She is a recognized expert in Supply Chain Management and Value Net Transformation. In her previous position as Senior Manager at the IBM T. J. Watson Research Center, Lin initiated and led the Sense-and-Respond Value-Net effort and founded the Value Chain Innovation Center. An elected member of the IBM Academy of Technology, she led the team that won the 1999 INFORMS Franz Edelman award for contributions to IBM's extended enterprise supply chain management http://www.informs.org/Press/Edelman1999.html. She was elected twice as the INFORMS VP Practices and was named by Purdue University as the 2003 Outstanding Industry Engineer.    Relevant Articles and Links:   Lin, G.Y., S. Buckley, H. Cao, N. Caswell, M. Ettl, K. Katircioglu, L. Koenig, A. Nigam, B. Ramachandran, and K. Y. Wang, "The New Frontier: Sense and Respond System for Value Chain Optimization," ORMS Today, April, 2002. http://lionhrtpub.com/orms/orms-4-02/frvaluechain.html   Lin, G. Y., R. Luby Jr., K.Y. Wang, "Sense-and-Respond Military Transformation," ORMS Today, December, 2004 http://lionhrtpub.com/orms/orms-12-04/tocfr.html   Lin, G. Y., J.J. Jeng, and K.Y. Wang, "Enabling Value Net Collaboration," in Evaluation of Supply Chain Management,ed. Chang, Y.S. et.al., Kluwer Academic Publishers, 417-430, 2004 http://www.springeronline.com/sgw/cda/frontpage/0,11855,4-40525-22-33211995-detailsPage%253Dppmmedia%257Ctoc%257Ctoc,00.html   Buckley, S., M. Ettl, G.Y. Lin, and K.Y., Wang, "Intelligent Business Performance Management - Sense and Respond Value Net Optimization", Supply Chain Management on Demand, ed. Fromm, H., and C. An, (ed.), Springer, 2005. http://www.springeronline.com/sgw/cda/frontpage/0,11855,4-40109-22-41987802-0,00.html   Contact Information:    Dr. Grace Lin IBM Business Consulting Services Rt. 134, Yorktown Heights, NY 10598   TEL 914-282-1610    gracelin@us.ibm.com    *Joe Arteaga has helped clients design role-specific heads-up displays that enable people in key roles to sense and make sense faster and better. In S&R terminology, this means using information and technology to speed up a decision-makers Sense-Interpret-Decide-Act  “Adaptive Loop” cycle. (See his entry under “Designing an Organization as an Adaptive System” for Contact Information.)

COMMITMENT MANAGEMENT

*Joe Arteaga led a software development project to support Sense & Respond implementations. It  codifies the S&R Commitment Management Protocol, as well as the current version of a firm’s evolving Organizational Context (i.e.,  Reason for Being, Governing Principles, and Role and Accountability Design). This codification of Context, integrated with technology that supports and tracks the status of dynamically changing negotiations about inter-role commitments, is a crucial enabler of scaling an adaptive business design coherently. Alignment of decisionmaking roles is provided by the Role and Accountability design; consistency of the semi-autonomous decisions these roles make is achieved by propagating the current Governing Principles to test every commitment made between enterprise roles for compliance with them. The Commitment Management Protocol  provides the rigor necessary for effective negotiations between individuals.  An overview of this software (which Arteaga calls AMS (for Adaptive Mangagement System) is available on the Downloads page, as is an article he wrote for Edge on the application of the Sense & Respond model.    (For contact information, see Arteaga's entry under “Designing an Organization as an Adaptive System.” )   *Todd Holzman is a partner in the Cambridge Leadership Group. This consultancy trains people in authentic communications using a methodology based on the seminal work of Chris Argyris, Emeritus Professor at Harvard University. (Authenticity, Rigor, and Congruence are the three attributes of effective commitment negotiations between individuals  -- a critical competence in Sense & Respond organizations.) Holzman and his colleagues have delivered a very effective two-day workshop in Sense & Respond implementations.   Contact Information:    Todd Holzman Cambridge Leadership Group Route 134, Yorktown Heights, NY 10598. TEL 617-876-3434    toddholzman@cambridgeleadership.com

CUSTOMER/EFFECT BACK

*Captain (ret.) Linda Lewandowski USN is Vice President responsible for the Adaptive Enterprise Solutions Practice of ICF International, a consulting firm in Fairfax, VA.  Prior to her retirement from active duty in 2005, she led the "Sense and Respond Logistics" project for VADM (ret.) Arthur Cebrowski, Director, Office of Force Transformation in the US Office of the Secretary of Defense where she pioneered a systematic approach to large scale change and was the singular driving force to develop a coherent, knowledge-enabled logistics strategy to support global Distributed, Adaptive Operations of U.S. military forces.  Applying Sense & Respond principles to Network-Centric Operations in a military context, she forged a world-class coalition of industry, academic and government leaders to define and design an adaptive, knowledge-based framework that transforms DoD logistics from a "supplier-forward" process to an "effect-back" system of capabilities.  She is credited with defining a new approach to command and control in distributed, multi-dimensional environments.  Implementation of the DoD-wide strategy will create new mechanisms for competitive advantage across the range of traditional and emerging military operations. Lewandowski completed the IBM Advanced Business Institute Sense and Respond Masters Course in November 2004. She is in the process of completing the requirements for certification as Master of Sense & Respond Practice.   Contact Information:  Linda Lewandowski  ICF Consulting (Synergy Practice) 9300 Lee Highway Fairfax, Virginia  22031-1207 TEL 703-934-3296   LLEWANDOWSKI@icfi.com     * Dr. Michael Karchov, currently a Service Area Leader with IBM Systems and Technology Group’s Lab Services practice, has led a number of consulting engagements helping customers to apply Sense-and-Respond concepts in the US as well as in Europe, and in both for profit and not for profit organizations (e.g., Partnership For a Drug Free America, http://www.drugfree.org ). In 2003, Dr. Karchov co-founded a National Lab Services practice for System x™ in IBM  (http://www-03.ibm.com/servers/eserver/services/xseriesservices.html ) using Sense & Respond principles to design a successful business and its go-to-market strategy. Dr. Karchov is referenced in The Marquis "Who is Who in Science and Engineering" Contact Information: Michael Karchov IBM Research Triangle Park 3039 Cornwallis Rd. RTP, NC 27709 TEL 919-254-0706 michael.karchov@us.ibm.com