All-in-one Bio

Email TonyShan@live.com     Web http://cloudonomic.blogspot.com

Twitter @tonyshan     http://linkedin.com/in/tonyshan     Facebook http://www.facebook.com/tonycshan


Profile Summary

     Tony Shan is a renowned expert and technology visionary working in the computing field for 25 years with extensive experience and guru-level knowledge on cloud, SOA, architecture engineering, portfolio rationalization, systems roadmapping, process standardization, technology operationalization, asset management, strategic planning, and business alignment in a number of multi-million dollar IT projects in a broad range of industries (computer, finance/banking, telecommunications, mechanical engineering, aerospace, textile engineering, and public sector). He holds three advanced degrees in Engineering and Science majors, and is an Oracle/Sun Certified Enterprise Architect & Java Programmer, and IBM Certified eBusiness/SOA Solution Designer. Highly skilled at Internet technologies since the start of Web in a role of enterprise/chief architect and director armed with a unique mix of breadth and depth, he is a forward-thinking practitioner/leader adept at directing the lifecycle design, development and delivery of large-scale award-winning distributed systems on diverse platforms using a variety of cutting-edge technologies and unified/agile methodologies. He is specialized in emerging technologies and coherent architecture practices.

     Well-versed in both technology and management fields, Tony has played a key role in leading establishing IT strategies and architecture blueprints, coupled with pragmatic technology roadmaps and codified enterprise architecture standards/policies, for effective IT governance, portfolio transformation, and hierarchical processes in Fortune 100 organizations, achieving significant CapEx/OpEx avoidance and tremendous savings in TCO/ROI. As a long-time hands-on consultant and practice lead possessing outstanding technical and business acumen, he has designed quite a few hybrid methods and creative platform models for adaptive systems and product line development at the strategic, tactical, and innovative levels focusing on practicality and maturity. With demonstrated capabilities of technology thought leadership and substantial industry expertise as a pioneer on bleeding-edge technologies, he is a patent holder who has proactively initiated advanced applied research on emerging computing technologies and productized them into commercialized and commoditized business solutions, resulting in the appointment to Senior Technical Staff Member within 8 months after joining IBM. His areas of project work cover an extensive spectrum of specialties, including cloud computing, design patterns, frameworks, service engineering, semantic web, systems engineering automation, grid computing, computer modeling/simulation, machine learning, neural network, expert system, generic/immune algorithm, telephony/voice response, and pervasive computing, to name just a few.

     Tony serves as a mentor/advisor on leading-edge technologies, architecture, and infrastructure in various technical committees and advisory boards, and taught a wide variety of courses as an adjunct professor and professional trainer/coach. In addition to dozens of top-notch refereed publications, he has authored more than 10 books on next-generation technologies and wrote entries to IT encyclopedias. He is a member of numerous professional associations and honorary society, a frequent keynote speaker and chair/panel organizer/advisor/judge/program committee in prominent conferences/events, an editor/editorial advisory board member of preeminent IT research journals/books, as well as a founder of several user groups and forums.

Professional Work Highlights

     Tony is an inventive thought leader with a proven track record of influential innovations: wrote entries of architecture methods/frameworks to IT encyclopedias, published first Redbook on asynchronous web services, pioneered predictive caching patterns, originated early-stage web application frameworks, created first-of-a-kind web service standard stack, constructed an award-winning solution of automated alert of account balances in financial institutions, incubated a game-changing log analyzer, invented an intelligent pool management logic, co-designed the IEEE Standard on SOA Reference Architecture, authored the earliest content portal, launched dynamic web-based collaborative scheduling tools in the static HTML age, revolutionized CUI applications by webifying, spearheaded selective database extracts, engineered first-generation e-banking platform, advocated granular reusable components (JavaEE and .Net) for web applications, conceived the pre-IM Intertalk and pre-RSS webpage change notifier, prototyped ground-breaking application servers, led application farm trialout, formulated a cohesive strategization method for IT solutioning, kicked off exploratory efforts of web service interoperability investigation, developed world’s most complex eCommerce systems, devised a brand-new algorithm of real-time self-adjusting thresholds for dynamic machine learning, pursued a killer application for email bounceback processing, fathered cloud engineering, built first-ever IBM storage cloud, initiated cloudology, evangelized cloudonomic computing, coined software service engineering & cloud terms, introduced multi-generation cloudification discipline, framed cloudability spectrum, started Cloud Computing Practitioner’s Guide, established systematic Cloud Computing Body of Knowledge, composed Cloud assessment & lifecycle framework, jump-started Cloud Megamodel, defined autonomic Cloud ecosystem, set up cloud engineering practice group and forum, contributed to and translated SOA Manifesto, and hosted Cloud CoE.

     Tony has developed scores of overarching frameworks, metamodels, methods, processes, and toolkits, covering a wide range of technology areas and incorporating adaptations from a number of constructs, such as Zachman Framework, TOGAF, GERAM, RUP/EUP/OpenUP/ITUP, E2AF, FEA, MDA, XP, SCRUM, CMMi, ITIL, COBIT, BMM, APQC PCF, SPEM, CBM, I*, UML/SysML, SOA/EDA/WOA, BPM, Cloud Computing, Context-aware computing, *aaS,  Portal/Portlet, SOAP/REST, ESB, EAI, EII, ERP, Ajax, Spring, Hibernate, Struts, JSF, EJB, .Net, WSE, Axis, Wiki, RSS/Atom, and Web X.0.

     Some of the large-size complex projects Tony had led and participated in include:

  1. Basel II Risk initiative (>$100M investment),
  2. Enterprise on-demand knowledge portal (first-of-a-kind 0-search platform for 50K users),
  3. Enterprise Push Messaging System (company-wise message delivery channel via email, pager, cell phone, and SMS to >6M online customers),
  4. 4th largest US bank website for over 16M clients (online banking, billpay, account enrollment, e-profile, e-statement),
  5. Account alerts system (industry-first proactive notification app),
  6. Revamping Check Image System (sector-best check digitization, portfolio worth tens of millions dollars),
  7. SOA Strategy and ESB Buildout (forward-thinking federated service bus strategy for heterogeneous integration in No.1 bank),
  8. SOA operationalization method (industry-leading SOA execution plan used in US and Canadian government agencies),
  9. Virtual Storage Cloud (first IBM public storage cloud, multi-million $ project),
  10. Rule-driven dynamic user interface composition and scorecard builder (innovative enterprise portal solution worth multi-million $),
  11. Product Line Engineering Strategy (productization for a large-size portfolio in No.1 computer firm),
  12. Transaction Services rationalization (technology roadmapping for a multi-billion dollar line of business in the largest financial institution).

Major Expertise/Research Areas/Interests

  • Cloud computing taxonomy and ontology
  • Cloud engineering and reference architecture
  • Cloud strategy and adoption
  • Cloud maturity and assessment
  • Cloud lifecycle and unified process
  • SOA and business process modeling/management
  • SOA strategization and operationalization
  • SOA adoption and implementation in industry
  • IT roadmapping and mobilization
  • Portfolio rationalization and optimization
  • SDLC process and governance
  • eCommerce system architecting and methodology
  • Pervasive/Ubiquitous computing architecture and modeling
  • Business intelligence and knowledge engineering
  • Meta-architecture and meta-engineering mechanisms
  • Service-oriented architecture strategy and pragmatism
  • High-performance data caching and dynamic data management
  • Software, web, systems, service, platform, and cloud engineering
  • Semantic web technologies, patterns and frameworks
  • Autonomic/Grid/Cloud computing and server/storage virtualization
  • Web/Cloud Services security, reliability and maturity
  • Application framework and rapid design tools

Speaking/Presentation Engagements (Partial listing of selected involvements in the last decade)

  • Keynote speaker in Biz Tech Congress (www.biztechcongress.com 2012)
  • Chair of panel in Biz Tech Congress (www.biztechcongress.com 2012)
  • Invited panelist in 4th Annual Healthcare IT Insight Summit, 2012
  • Invited panel moderator in 2012 Financial Technology Insight Summit
  • Invited speaker in 1st Annual World Congress of Cloud Computing-2012 (CloudCon-2012)
  • Keynote speaker in 1st International Conference on Cloud Computing and Services Science (CLOSER 2011)
  • Keynote speaker in The Business of Cloud Computing conference 2011
  • Keynote speaker in 7th International Conference on Web Information Systems and Technologies (WEBIST 2011)
  • Keynote Industry Panel Moderator in 4th IEEE International Conference on Cloud Computing (CLOUD 2011)
  • Invited speaker in UP 2011 Cloud Computing Conference, 2011
  • Invited panelist in 2011 Cloud Computing Virtual Trade Show and Conference
  • Invited tutorial speaker in 8th IEEE International Conference on Services Computing (SCC 2011) and 9th IEEE International Conference on Web Services (ICWS 2011)
  • Invited panelist in AITP’s 3rd Annual Cloud Computing Conference
  • Invited speaker in OMG’s SOA in Healthcare Conference 2011.
  • Invited keynote speaker in BIT’s 1st Annual Congress World: U-World 2011
  • Invited speaker in 2nd Annual World Congress on Forensics (WCF 2011)
  • Invited panelist in 7th International Conference on Web Information Systems and Technologies (WEBIST 2011)
  • Invited panelist in 1st International Conference on Cloud Computing and Services Science (CLOSER 2011)
  • Panel Moderator in 3rd International Cloud Symposium, 2011
  • Invited speaker in 3rd International Cloud Symposium, 2011
  • Invited speaker in 3rd Annual Cloud Slam Conference (CloudSlam’11)
  • Invited panelist in Financial Technology Insight Summit 2011
  • Invited speaker in Cloud Expo Europe 2011
  • Invited speaker in UP 2010 Cloud Computing Conference, 2010
  • Invited panelist in 3rd International SOA Symposium, 2010
  • Panel Moderator in 2nd International Cloud Symposium, 2010
  • Invited speaker in 3rd International SOA Symposium, 2010
  • Invited speaker in 2nd International Cloud Symposium, 2010
  • Invited speaker in 2nd Cloud Expo Europe, 2010
  • Special address in 9th Wuhan International Conference on E-Business (WHICEB 2010)
  • Invited seminar in HUST, 2010
  • Panel chair in 3rd IEEE International Conference on Cloud Computing (CLOUD 2010)
  • Selected speaker in 7th IEEE SOA/Cloud Industry Summit (SOACIS 2010)
  • Invited speaker in Open Group’s Enterprise Architecture Practitioners Conference, 2010
  • Invited speaker in 2nd Annual SOA Symposium, 2010
  • Invited speaker in 5th SaaS Conference (SaaSCon 2010)
  • Invited speaker in 2nd Annual Cloud Slam Conference (CloudSlam’10)
  • Tutorial speaker in ACM 24th Object-Oriented Programming, Systems, Languages & Applications (OOPSLA 2009)
  • Invited speaker in 2nd International SOA Symposium, 2009
  • Panel chair in 7th IEEE International Conference on Web Services (ICWS 2009)
  • Invited panelist in 1st International Cloud Symposium, 2009
  • Tutorial speaker in 1st IEEE International Conference on Cloud Computing (CLOUD 2009)
  • Selected speaker in 6th IEEE SOA Industry Summit (SOAIS 2009)
  • Keynote speaker in 6th International Workshop on SOA and Web Services at ACM 23rd Object-Oriented Programming, Systems, Languages & Applications (OOPSLA 2008)
  • Invited speaker Service Research Seminar Series (SRSS 2008) in IBM Research Watson Center
  • Keynote speaker in 4th International Conference on Web Information Systems and Technologies (WEBIST 2008)
  • Invited panelist in 3rd International Conference on Evaluation of Novel Approaches to Software Engineering (ENASE 2008)
  • Panel chair in 6th IEEE International Conference on Web Services (ICWS 2008)
  • Invited speaker in IBM China Lab, 2008
  • Keynote speaker in IEEE International Conference on e-Business (ICE-B 2007)
  • Selected speaker in 6th International Symposium on Parallel and Distributed Computing (ISPDC 2007)
  • Keynote speaker in 2nd International Conference on Software and Data Technologies (ICSOFT 2007)
  • Selected speaker in IEEE International Conference on Service-Oriented Computing and Applications (SOCA ’07)
  • Invited panelist in Americas’ Conference on Information Systems  (AMCIS 2007)
  • Selected speaker in 1st Workshop on Software Engineering Methods for Service-Oriented Architecture (SEMSOA 2007)
  • Invited panelist in 2nd International Conference on Evaluation of Novel Approaches to Software Engineering (ENASE 2007)
  • Selected speaker in 4th IEEE International Conference on Services Computing (SCC 2007)
  • Invited panelist in 5th IEEE International Conference on Web Services  (ICWS 2007)
  • Selected speaker in IEEE Int’l Conference on e-Business Engineering (ICEBE’06)
  • Invited speaker in 1st IEEE SOA Industry Summit (SOAIS 2006)
  • Selected speaker in 3rd IEEE Int’l Conference on Services Computing (SCC 2006)
  • Selected speaker in 10th IEEE Enterprise Distributed Object Computing Conference (EDOC 2006)
  • Invited speaker in 2nd Web Information System & Application Conference (WISA 2005)
  • Selected speaker in 1st IEEE Services Computing Conference (SCC 2004)
  • Keynote speaker in Greater Charlotte Rational User Group (GCRUG), 2004
  • Selected speaker in Microsoft User Group Meeting, 2003
  • Invited speaker in Developer’s Forum, 2002
  • Invited speaker in JETS seminar series, 2001

Industry Events and Leadership (Partial listing of recent involvements)

  • General Chair of 2nd International Conference on Cloud Computing and Services Science (CLOSER 2012)
  • Chair of Innovation Showcase at 5th IEEE International Conference on Cloud Computing (CLOUD 2012)
  • Judge for 3rd Cloud Computing World Series Awards at Cloud Computing World Forum, 2012
  • Advisory Board in 1st Annual World Congress of Cloud Computing-2012 (CloudCon-2012)
  • Program Committee of 24th International Conference on Software Engineering and Knowledge Engineering (SEKE 2012)
  • Program Committee of 7th International Conference on Software and Data Technologies (ICSOFT 2012)
  • Program Committee of 10th Wuhan International Conference on E-Business (WHICEB 2012)
  • Program Committee of 5th IEEE International Conference on Cloud Computing (CLOUD 2012)
  • Chair of Innovation Showcase at 4th IEEE International Conference on Cloud Computing (CLOUD 2011)
  • Industry/Research Chair of 2nd International Conference on Cloud Computing, GRIDs, and Virtualization (CLOUD COMPUTING 2011)
  • Judge for 2nd Cloud Computing World Series Awards at Cloud Computing World Forum, 2011
  • Advisory Board of 2nd Annual World Congress on Forensics (WCF 2011)
  • Program Committee of 4th IEEE International Conference on Cloud Computing (CLOUD 2011)
  • Program Committee of 1st International Conference on Cloud Computing and Services Science (CLOSER 2011)
  • Program Committee of 3rd International Cloud Symposium, 2011
  • Program Committee of 6th International Conference on Software and Data Technologies (ICSOFT 2011)
  • Program Committee of 15th IEEE Enterprise Computing Conference (EDOC 2011)
  • Program Committee of 1st International Symposium on Business Modeling and Software Design (BMSD 2011)
  • Program Committee of 4th International SOA Symposium, 2011
  • Program Committee of 23rd International Conference on Software Engineering and Knowledge Engineering (SEKE 2011)
  • Program Committee of 8th IEEE International Conference on Services Computing (SCC 2011)
  • Program Committee of 2010 International Conference on Information Science and Applications (ICISA 2011)
  • Program Committee of 2nd International Conference on Ubiquitous Computing and Multimedia Applications (UCMA 2011)
  • Program Committee of 9th IEEE/ACIS International Conference on Computer and Information Science (ICIS 2011)
  • Program Committee of 1st ACIS International Conference on Computers, Networks, Systems and Industrial Engineering (CNSI2011)
  • Program Committee of 10th Wuhan International Conference on E-Business (WHICEB 2011)
  • Chair of 6th IEEE Global SOA and Cloud Industry Summit (SOACIS 2010)
  • Chair of Technical Council of 4th International Conference on New Trends in Information Science and Service Science (NISS 2010)
  • Industry Advisory Chair of 1st International Conference on Cloud Computing, GRIDs, and Virtualization (CLOUD COMPUTING 2010)
  • Judge for 1st Cloud Computing World Series Awards at Cloud Computing World Forum, 2010
  • Program Committee of 3rd IEEE International Conference on Cloud Computing (CLOUD 2010)
  • Program Committee of  2nd International Cloud Symposium, 2010
  • Program Committee of IEEE International Conference on Service-Oriented Computing and Applications (SOCA 2010)
  • Program Committee of 5th IEEE Asia-Pacific Services Computing Conference (APSCC 2010)
  • Program Committee of 22nd International Conference on Software Engineering and Knowledge Engineering (SEKE 2010)
  • Program Committee of 7th IEEE International Conference on Services Computing (SCC 2010)
  • Program Committee of 14th IEEE Enterprise Computing Conference (EDOC2010)
  • Program Committee of 3rd International SOA Symposium, 2010
  • Program Committee of 6th International Conference on Web Information Systems and Technologies (WEBIST 2010)
  • Program Committee of 9th IEEE/ACIS International Conference on Computer and Information Science (ICIS 2010)
  • Program Committee of 2010 International Conference on Information Science and Applications (ICISA 2010)
  • Program Committee of 1st International Conference on Virtualization and Cloud Computing (2010)
  • Program Committee of 4th International Conference on Information Security and Assurance (ISA 2010)
  • Program Committee of 1st International Conference on Ubiquitous Computing and Multimedia Applications (UCMA 2010)
  • Program Committee of 2009 International Conference on Security Technology (SecTech 2010)
  • Program Committee of 1st International Conference on Pervasive Networked Services and Internet of Things (PNSIOT 2010)
  • Program Committee of 4th International Workshop on Architectures, Concepts and Technologies for Service Oriented Computing (ACT4SOC 2010) with 5th International Conference on Software and Data Technologies (ICSOFT 2010)
  • Program Committee of 9th Wuhan International Conference on E-Business (WHICEB 2010)
  • Organizer of Dagstuhl Seminar on Software Service Engineering (2009)
  • Chair of 5th IEEE Global SOA Industry Summit (SOAIS 2009)
  • Chair of Panel in 6th IEEE International Conference on Web Services (ICWS 2009)
  • Program Committee of 2009 IEEE International Conference on Cloud Computing (CLOUD 2009)
  • Program Committee of 13th IEEE Enterprise Computing Conference (EDOC 2009)
  • Program Committee of 21st International Conference on Software Engineering and Knowledge Engineering (SEKE 2009)
  • Program Committee of 21st International Conference on Advanced Information Systems Engineering (CAiSE 2009)
  • Program Committee of 4th International Conference on Digital Information Management (ICDIM 2009)
  • Program Committee of 4th IEEE Asia-Pacific Services Computing Conference (APSCC 2009)
  • Program Committee of 3rd International Workshop on Architectures, Concepts and Technologies for Service Oriented Computing (ACT4SOC 2009) with 4th International Conference on Software and Data Technologies (ICSOFT 2009)
  • Program Committee of 4th International Conference on Availability, Reliability and Security (ARES 2009)
  • Program Committee of 5th International Conference on Web Information Systems and Technologies (WEBIST  2009)
  • Program Committee of 2009 International Conference on Networking, Architecture, and Storage (NAS 2009)
  • Program Committee of 2009 International Conference on Security Technology (SecTech 2009)
  • Program Committee of 1st International Conference on Multimedia, Computer Graphics and Broadcasting (MulGraB 2009)
  • Program Committee of 2009 IEEE International Conference on Service-Oriented Computing and Applications (SOCA’09)
  • Program Committee of 8th Wuhan International Conference on E-Business (WHICEB 2009)
  • Chair of Panel in 6th IEEE International Conference on Web Services (ICWS 2008)
  • Chair of 3rd IEEE SOA Industry Summit (SOAIS 2008)
  • Chair of 4th IEEE Global SOA Summit (SOA China 2008)
  • International Advisory Board of 2nd International Conference on Information Security and Assurance (ISA 2008)
  • Program Committee of 2008 International Conference on Security Technology (SecTech 2008)
  • Program Committee of 3rd International Symposium on Trustworthiness, Reliability and services in Ubiquitous and Sensor neTworks (TRUST-08) in conjunction with EUC 2008.
  • Program Committee of 3rd IEEE Asia-Pacific Services Computing Conference (APSCC 2008)
  • Program Committee of 7th International Conference on Computer and Information Science (ICIS 2008)
  • Program Committee of 3rd International Symposium on Smart Home (SH 2008)
  • Program Committee of 9th ACIS International Conference on Software Engineering, Artificial Intelligence, Networking, and Parallel/Distributed Computing (SNPD 2008)
  • Program Committee of 5th IEEE International Conference on Services Computing (SCC 2008)
  • Program Committee of 20th International Conference on Software Engineering and Knowledge Engineering (SEKE 2008)
  • Program Committee of 20th International Conference on Advanced Information Systems Engineering (CAiSE 2008)
  • Program Committee of 3rd International Conference on Availability, Reliability and Security (ARES 2008)
  • Program Committee of 2nd International Workshop on Architectures, Concepts and Technologies for Service Oriented Computing (ACT4SOC 2008) with 3rd International Conference on Software and Data Technologies (ICSOFT 2008)
  • Program Committee of 2nd International Workshop on Architectures, Concepts and Technologies for Service, Security and its Data management technologies in Ubi-com (SSDU-08) with 12th Pacific-Asia Conference on Knowledge Discovery and Data Mining
  • Program Committee of 1st International Workshop on Multimedia, Information Privacy and Intelligent Computing Systems (MPIS’08)
  • Program Committee of 2nd Workshop on Software Engineering Methods for Service Oriented Architecture (SEMSOA 2008)
  • Chair of 2nd IEEE SOA Industry Summit (SOAIS 2007)
  • Chair of Poster and Demo in 2007 International Conference on Information Society (i-Society 2007)
  • Chair of Special Session and Workshop in 2007 International Conference for Internet Technology and Secured Transactions (ICITST-2007)
  • Session Chair of 2007 Workshop on Software Engineering Methods for Service Oriented Architecture (SEMSOA 2007)
  • Session Chair and Program Committee of 4th IEEE International Conference on Services Computing (SCC 2007)
  • Session Chair and Program Committee of 2007 International Conference on Service-Oriented Computing and Applications (SOCA 2007)
  • Program Committee of 19th International Conference on Software Engineering and Knowledge Engineering (SEKE 2007)
  • Program Committee of 19th International Conference on Advanced Information Systems Engineering (CAiSE 2007)
  • Program Committee of 9th International Conference on Electronic Commerce (ICEC 2007)
  • Program Committee of 11th IEEE Enterprise Computing Conference (EDOC 2007)
  • Program Committee of 8th International Conference on Web Information Systems Engineering (WISE 2007)
  • Program Committee of 2007 International Conference on Multimedia and Ubiquitous Engineering (ICMUE 2007)
  • Program Committee of 3rd International Conference on Web Information Systems and Technologies (WEBIST 2007)
  • Program Committee of 2nd International Conference on Availability, Reliability and Security (ARES 2007)
  • Program Committee of 8th ACIS International Conference on Software Engineering, Artificial Intelligence, Networking, and Parallel/Distributed Computing (SNPD 2007)
  • Program Committee of 2007 International Workshop on Service, Security and its Data management technologies in Ubi-Com (SSDU-07)
  • Program Committee of 2007 International Conference on Intelligent Pervasive Computing (IPC-07)
  • Program Committee of 2nd International Workshop on Smart Home (IWSH-07)
  • Program Committee of 1st International Workshop on Service Composition and Adaption (WSCA-2007)
  • Program Committee of Advances in Semantics for Web services 2007 (semantics4ws’07) Workshop with 5th International Conference on Business Process Management (BPM 2007)
  • Chair of Inaugural IEEE Service-Oriented Architecture Industry Summit (SOAIS 2006)
  • Chair of Industry Track in 7th ACIS International Conference on Software Engineering, Artificial Intelligence, Networking, and Parallel/Distributed Computing (SNPD 2006)
  • Session Chair & Program Committee of 10th IEEE Enterprise Computing Conference (EDOC 2006)
  • Session Chair & Program Committee of 3rd IEEE International Conference on Services Computing (SCC 2006)
  • Program Committee of 8th International Conference on Electronic Commerce (ICEC 2006)
  • Program Committee of 3rd IEEE International Conference on Pervasive Services (ICPS 2006)
  • Program Committee of 5th International Conference on Information and Management Sciences (IMS 2006)
  • Program Committee of 2nd IEEE International Symposium on Dependable Autonomic and Secure Computing (DASC 2006)
  • Program Committee of 2nd International Conference on Web Information Systems and Technologies (WEBIST 2006)
  • Program Committee of 2nd International Workshop on Business Service Networks (BSN ’06)
  • Program Committee of 2nd International Workshop on Service Oriented Solutions for Cooperative Organizations (SoS4CO ’06)
  • Program Committee of IASTED International Conference on Web Technologies, Applications, and Services (WTAS 2006)
  • Program Committee of 6th International Conference on Quality Software (QSIC 2006)
  • Program Committee of 5th International Workshop on Distributed Even-based System (DEBS ’06) with 26th International Conference on Distributed Computing Systems (ICDCS 2006)
  • Program Committee of 3rd Web Information & System Application Conference (WISA 2006)
  • Program Committee of 4th IEEE International Conference on Web Services (ICWS 2006)
  • Program Committee of Advances in Semantics for Web services 2006 (semantics4ws’06) Workshop with 4th International Conference on Business Process Management (BPM 2006)
  • Program Committee of 8th International Conference on Software Engineering and Knowledge Engineering (SEKE 2006)
  • Program Committee of 7th International Conference on Web Information Systems Engineering (WISE 2006)

Professional Activities (Partial listing of selected participations)

Selected Refereed Conference/Journal Publications/Reports in Recent Years (Partial listing)

  • Smart Cloud Engineering, Nomenclature, and Enablement
  • Systematic Cloud Adoption and Roadmapping
  • Enterprise Clouds vs. Commodity Clouds: Divergence or Convergence
  • Creating a Systematic Cloud Roadmap
  • Applied Cloud Engineering: Service-Oriented Cloudification
  • Practical Cloudification: from Art to Engineering
  • FAST TRACK to Cloud
  • Multi-granular Cloud Maturity
  • Applied Cloud Engineering in Action
  • Towards Cloud Unified Process
  • Perspectives on Cloud Computing
  • Pragmatic Cloudification Strategization
  • Service-Oriented Portfolio Assessment, Strategization & Scoping
  • Cloudification Lifecycle, Enablement, Acceleration and Ramp-up
  • End-to-end Strategization of Cloud Adoption, Planning & Enablement
  • FAST ROUTE to Cloudification
  • Adaptive Cloud Engineeringvia Service-Oriented Method
  • SOA and Cloud Computing: Synergy, Interlock and Transition
  • Designing Resource-Oriented Architecture in UML
  • Towards Cross-disciplinary Cloudification
  • Cloud Computing: Past, Present and Future
  • Service-Oriented Roadmapping and Transformation
  • Federated and Autonomic Cloud Environment
  • Cloud Engineering
  • Engineering Your Approach to SaaS Development
  • Service-Oriented Cloud Computing Solution Development
  • Service-Oriented Model-Driven Solution Architecture Design, Rationalization, Integration and Practices
  • From SaaS to XaaS: Evolution and Outlook
  • Service-Oriented Architecture Roadmapping
  • Proprietary Data Transformation and Modeling in a Web Service-Based Integration Environment
  • The Art of SOA
  • Strategizing and Operationalizing SOA
  • Sustainable SOA Transformation
  • Smarter SOA
  • Integrated Design of eBanking Architecture
  • The Tao of SOA
  • SOA in Practice
  • SOA Pragmatism
  • Reference Model of Solutions Architecture for N-Tier Applications
  • Service-Centric Computing and Its Impact on Business and Education
  • Next Grand Challenges of Software Design
  • SOA Wisdom
  • Practical SOA
  • Strategic Technology Engineering Planning
  • Business Intelligence Platform and Architecture
  • Service Spectrum for Service Engineering
  • Towards a Holistic Architecture Platform
  • Service-Oriented Reference Architecture
  • Service-Oriented Framework for Internet Applications
  • ICache: A Size-Aware Cooperative Caching Architecture for Web Images
  • Philosophy of Architecture Design
  • Towards a Systematic Method for Solutions Architecting
  • Service-Oriented Computing Kit
  • Comprehensive Architecture Rationalization & Engineering Framework
  • Solutions Architecture for N-Tier Applications
  • Future Trend of Internet Banking Adoption
  • Solutions Architecting Mechanism
  • Taxonomy of Java Web Application Frameworks
  • Common Application Platform
  • Hybrid Model-View-Controller Platform
  • Intelligent Pooling Mechanism
  • Extreme Architecting and Modeling Methodology
  • Open-source eService Platform
  • Service-Oriented Solution Framework for Internet Banking
  • High-performance Data Caching Mechanisms
  • Portal Architecture and Technology: Strategy and Roadmap
  • A Pragmatic Approach of Application Architecture Process
  • Rapid Architecting Process: Model, Procedure, and Certification
  • Building a Service-Oriented eBanking Platform
  • The Tao of IT Development and Engineering
  • Unified Electronic Disclosure System Architecture
  • Technology Blueprint for Internet-Channel Applications
  • Enabling Asynchronous Web Services
  • Data Caching in Web Applications
  • Enrollment Services Consolidation Strategy
  • Asynchronous Web Services in Heterogeneous Environment
  • Common Runtime Environment for eCommerce Applications
  • DMZ Data Center Migration Guide
  • Push Messaging Solution Blueprint.
  • Comparative Assessment of Email Message Archiving Solutions
  • Designing Technical Architecture Document Template
  • Automated Deployment of J2EE EAR/WAR to Runtime Servers
  • Comprehensive Technical Review Framework
  • Session and State Management Control in Multi-application Navigation
  • Wizard-driven Page Flow Mechanism in Web Applications
  • Business Rule Automation
  • Application Server Architecture and Technology
  • Self-adjusting Pool Size Management
  • Building Open-Source Utility Packages
  • Automatic Conversion of Smalltalk applications to C++ Based on COBOL Copybooks
  • A Method to Invoke External Applications in a Java Process
  • Architecture Redesign of Circuit Testing System in Telephony Network Management
  • Proactive Circuit Testing Mechanism in Telephony Network Management
  • Web-enabling Character-based Circuit Test Suite on Unix Platform
  • Rearchitecting Data Load Application

Book

Recent Position/Engagement

  • Executive Architect/Strategist & Practice Lead (Senior Technical Staff Member), IBM (No.1 IT company in the world)
  • CTO and Executive Consultant/Advisor, Computing Technology Solutions Inc. (Premium IT consulting firm)
  • Adjunct Professor, University of Phoenix (Leading US educational institution)
  • Professional Coach/Mentor/Trainer, Webage, ProTech, SOA/Cloud School, IT Training & Solutions Inc, Learning Tree International, TechTrain, and LearnQuest (Preeminent IT training & certification organizations)
  • Adjunct Faculty, Central Piedmont Community College (Leading US educational institution)
  • SOA Strategy Lead, Bank of America (No.1 commercial bank, No.1 credit card issuer, No.1 US Bank in market cap and equity)
  • Chief Architect/Team Lead, Wells Fargo/Wachovia Bank (No.1 banking website, 3rd largest broker-dealer, & 4th largest US bank in assets)
  • Emerging Technology Advisor, Guidepoint Global (Leading consulting services to business decision-makers)
  • Enterprise Architect/Emerging Technology Planner, Harris Corporation (Fortune 500 company)
  • Consultant/Researcher, Clemson University (Leading US educational institution)

Professional Certification

Award

  • Books named “Best Reference 2008” by Library Journal in IT category, 2009.
  • eBook of the Month by NetLibrary in September 2008
  • Certificate of Appreciation for Outstanding Service in IEEE Int’l Conf on Services Computing, 2007-2011.
  • Certificate of Appreciation for Service in International Conference on Web Information Systems and Technologies, 2006-2011.
  • Certificate of Appreciation for Outstanding Service in IEEE Int’l Conf on Web Services and Services Computing, 2006-2011.
  • Blue Diamond Award Winner, Best IT Solution for Customer Service, 2004
  • Blue Diamond Award Winner, Best Corporate Use of IT, 2003

Honor

  • UPE Computer Science Honorary Society (Straight-A in Computer Science graduate program)
  • Marquis Who’s Who
  • Honor student and scholarships in university programs
  • Exemption from required admission exams to graduate school as the best college student in class
  • Olympic Mathematics Association for outstanding youth talents

Professional Affiliations

  • Worldwide Institute of Software Architects
  • National Computer Science Academy
  • SOA Forum
  • International Engineering Consortium
  • IEEE Services Computing Community
  • Association of Storage Networking Professionals
  • Association for Enterprise Integration (AFEI)
  • Global Enterprise Architecture Organization (GAEO)
  • Global Grid Forum
  • Organization for the Advancement of Structured Information Standards (OASIS)
  • CBDi Forum on Service-Oriented Architecture
  • SOA Leaders Council
  • Enterprise Architecture Executive Council
  • Applications Executive Council
  • SOA/BPM Institute
  • SOA Consortium

Patent

  • A Method for Open-end Spinning and its Unit. CN 88-1-08734.3, 1988.
  • Several patent-pending initiatives on cloud architecture, system modeling and high-performance data management.

Education

  • Graduate degree in Computer Science
  • Graduate degree in Computer Simulation
  • Graduate degree in Computer-Aided Design
  • Undergraduate degree in Computer-Aided Design

Selected Industry Application/Research Project Experience (Partial listing)

  • Designed a methodical cloud opportunity assessment tool for systematic adoption of Cloud computing in large organizations
  • Led off portfolio assessment and roadmap for compliance, risk, quality, and criteria LOB in a big credit rating company
  • Directed the formulation of an IT strategic plan for a state government for technology migration, process roles and responsibilities, and initiative prioritization
  • Developed the architecture planning, roadmapping, validation and verification for DoD and DoJ programs
  • Led the development of a strategic roadmap to rationalize the portfolio of check processing and cash management in the No.1 bank
  • Contributed to the development of an innovative cloud offering from ground up in the largest IT firm
  • Designed a cloud service taxonomy to classify service beyond the SaaS/PaaS/IaaS levels
  • Constructed a methodical approach for cloud computing solutioning in a lifecycle manner – end-to-end strategization, operationalization, and mobilization
  • Developed a hierarchical process model for IT product development – 5-level hierarchy with activities and roles
  • Designed an end-to-end strategy and operating plan for adaptive portfolio and product line engineering for IBM
  • Devised a methodical approach to SOA roadmapping for industry verticals
  • Constructed a taxonomy on SOA standards to guide analysis and adoption of relevant specifications
  • Established a service registration program and service governance process in the largest bank
  • Developed a service specification template for service identification, definition, implementation, and rollout
  • Constructed a service engineering approach and a service spectrum – procedural steps for service realization and management
  • Designed a holistic reference architecture model for project implementations
  • Defined an adoption strategy for enterprise service bus and XML gateway – federated structure and inter-communications
  • Led the development of SOA strategy framework and multi-generation plan – work tracks and phased buildout
  • Designed a holistic approach to SOA from a practitioner’s perspective – pragmatic method for real-world execution
  • Advised the design of a data caching solution in a client information system – broaden the narrow-sighted proposal to fit the bigger needs
  • Directed the design of composable architecture and rule-driven user interface for Basel Risk project.
  • Constructed an architecture reengineering & technology strategy (ARTS) model for overarching technology management program.
  • Investigated the interoperability of key WS-Security implementations by running a hands-on POC.
  • Architected an intelligent knowledge management system for phased roll-out to minimize the initiative CapEx and reusing hardware purchased.
  • Directed a portfolio analysis and rationalization of check image capture domain architecture.
  • Established an application architecture process for the IT Operating Model.
  • Designed a comprehensive IT solution architecting mechanism.
  • Defined a pragmatic approach to domain-based architecture engineering and pattern-based application engineering process (CARE framework).
  • Advised project development teams on architecture design, modeling methodology, tools, standards, and product mappings.
  • Initiated and led proof-of-concept and proof-of-technology evaluations of emerging technologies, such as Ajax, portal, web application framework, and web services security.
  • Created/Critiqued various enterprise architecture standards and strategy documents.
  • Oversaw applications in portfolios to guide strategic technical directions and technology selections.
  • Established a comprehensive architecture certification process model and ran monthly architecture review meetings.
  • Designed Rapid Architecting Process (RAP) framework to guide the architecture design work in project.
  • Developed Pragmatic Architecture Certification Kit (PACK) for consistent documentation and architecture review board.
  • Created a 3-D pyramid Technology & Information Platform (TIP) model for systematic segmentation of IT concerns in solution development lifecycle.
  • Evaluated risk data strategy and repository model (large-scale data warehouse and business intelligence) for enterprise-wide data platform.
  • Contributed to a rigorous assessment of risk data repository platform selection via RFP and scorecards.
  • Rearchitected the technical model for inbound/outbound messaging services for next-generation email/IM/pager/fax communications.
  • Initiated a pattern-based development process and categorized banking applications into various application patterns for business process reengineering and architecting.
  • Created a hybrid methodology to design a logical service model, and construct a service-oriented architecture for the Internet channel for phased migration to SOA.
  • Evaluated the commercial off-the-shelf (COTS) and open source tools for lifecycle application development and established a toolset standard for a LOB IT.
  • Conducted an in-depth investigation of high-performance data caching technology, and recommended strategies and techniques for online banking applications.
  • Comprehensively compared predominant web application frameworks and made recommendations of the applicability, feasibility and usage guidance for near term and long term.
  • Converted a J2EE application to a web service using JAX-RPC and JAX-M for service invocations, WSDL for service description, and UDDI for registration.
  • Designed a message delivery engine in J2EE model with perimeter authentication SSO, rule-based decisioning, XSL rendering, JMS message queue input, and JDO/ODMG data layer.
  • Developed a customer profile system in application server using wizard-mode browser page flow, object-oriented navigation control, XSL presentation, servlet-based framework, and J2EE deployment.
  • Devised a dynamic pooling mechanism for various resource pooling like thread, DB connections, and https connections.
  • Initiated a customer portal front-end to consolidate information from different data channels with look-and-feel customization.
  • Formulated an eService platform based on open source technologies.
  • Created an object-oriented design pattern in replace of a structurally-designed module in a loan application. Developed several tools to automatically generate subclass code and interface stubs, and convert the original function-call code for new data mappings. This framework cuts at least 75% development time for implementation and leads to little chance of potential bugs and faulty coding. A much greater exception handling was built in the superclass, to make the application more resilient and fault-tolerant. (Abstract class, pure virtual function, Java interface, recursive file/directory management, and polymorphism).
  • Built a singleton log tool for generic logging of any Java classes, which is particularly useful for servlet debugging (similar to aspect-oriented programming).
  • Developed a C/C++ API wrapper to invoke a paging class on HP_UX platform. (Java, URL class, C library and HTTP).
  • Designed a session tracking algorithm for web-front application to overcome the statelessness shortcoming of HTTP protocol. (Java servlet, and HttpSession class).
  • Constructed a scheduler application that automatically kicks off an application at a preset interval. To avoid potential deadlocks, the program does auto cleanup in case the previously launched application was suspended. The scheduler may be used as a task manager, reminder, daemon process, etc. (Java multi-threading).
  • Built a robot application that periodically checks log files on dozens of servers to detect events of a particular interest. The program was extended to examine the change of any web page on the net, and may be used to, for instance, automatically check if new issues of online magazines are posted, or watch the stock price changes. (Java thread, file attributes, HTTP protocol command, and servlet).
  • Developed a generic routine to automatically check the heap stack and detect memory leaks caused by malloc or new in C/C++ programs. (C++ and Win32 API).
  • Designed a monitor alarm server that provides paging, email and NT popup messenger services. The server runs in either reactive mode where it listens for event notifications through standard HTTP protocol, or proactive mode where it at preset intervals checks every CITRIX server to detect possible events happened. All notifications are automatically logged in a standard XML data format. A web-based admin front-end is provided for system administrators to easily make changes and review the notification history. An additional multithreading module was developed to guarantee the delivery of notification message. (Java, JavaMail, servlet, Windows messaging service, DOM and SAX).
  • Constructed a log analyzer with a graphical user interface, which parses the application log records and converts the binary data into a hierarchy structure for easy viewing. A source code viewer was designed to link the source code file to the code section of the error log, which helps quickly narrow down the root cause. (Java Swing, JTree, Collection and sorting).
  • Developed a Java application for database conversion and table loading between releases (JDBC, thin driver, SQLJ, PL/SQL, Oracle functions like rtrim() and to_date()).
  • Designed a program that builds the initialization files from CIM configuration files for CIMPL processing. (VC++, DLL and API).
  • Initiated and designed a utility program to automatically generate CIM configuration files from COBOL copybooks, to eliminate error-prone and time-consuming manual conversion (XML parser, Java inner class, and recursive programming).
  • Built a network management application including a web server program, agent, and dynamic HTML classes. (HTTP communication, Java Management API, JavaBeans, Java RMI, JDBC, Java Native Interface, JavaMail, servlet, JFC/Swing, multithreading, Jar, Citrix SDK API, and C++/Java data conversion).
  • Performed technical research on business rule automation (Java rule engine, application server, EJB, and distributed computing architecture).
  • Designed a multi-document editing application for Microsoft Office Suite (Word, Excel and PowerPoint). Developed a unique-name generation algorithm and macros for auto-arrangement of MDI document view (Wind32 API, DLL design, Windows Hook, NT Services, Registry, and document read-only mode setup).
  • Conducted advanced research on data transfer between C++ and Java applications across network (Java Virtual Machine instantiation, JNI direct call from C++ to Java, CORBA, Inprise VisiBroker for Java/C++, XML, Serializable interface, AWT data transfer, and Java drag & drop).
  • Reverse-engineered an ODBC application that selectively extracts a subset of data from an Oracle database and replicates it to a new database, for creation of test data set from the production data. Constructed Java programs to filter the posted records via JDBC to minimize the duplicate record loading, and analyze the class relationships in C++ source codes to automatically generate the analysis documents in HTML format.
  • Developed a remote test module application for a heterogeneous system to issue test requests to and receive test results back from a nationwide telephone line test system installed in Indonesia (client/server, TCP/IP network communications, data streaming, tunneling, and embedded SQL database access programming).
  • Originated a brand-new GUI-based PC Client application, enabling users to launch phone-line tests and queries from Window 95/NT to a Unix host, and a web application with a universal QA interface (Winsock, Win32 API, ActiveX control, HTTP, HTML interactive form, Unix sockets, and multi-tier distributed computing architecture).
  • Built a Universal Access testing application for policy-driven load balancing and disaster recovery. (C/C++ and socket programming).
  • Designed and implemented a data load utility that allows customers to load bulk records of telephone circuit and customer information into a production database with a friendly user interface for online modification and reloading. Wrote the user’s guide and design specification, and conducted training workshops. (C/C++, ESQL/PROC embedded SQL, socket, and screen map).
  • Initiated a prototype design of a telephony interactive voice response system on NT/Unix (VC++, Win32 API, Winsock, TAPI/JTAPI and Dialogic products).
  • Strategized to integrate the various foreign data-exchange access methods into a unified interface protocol, and make the system open by adopting the industry standards like CORBA.
  • Re-engineered modules/subsystems of a large-scale telephony testing application.
  • Managed the installation, configuration, maintenance, training, and trouble-shooting of a voice-response unit (VRU) application with IBM DirectTalk.
  • Performed sustaining work, system admin and technical trouble-shooting of a telephony testing system.
  • Managed HP HP-UX and IBM AIX system hardware and software installation/setup, upgrade, conversion, maintenance and system administration (OS, modem, terminal server, TTY config, and other SCSI peripherals).
  • Installed and programmed Oracle/Informix DBMS server and PROC/ESQL compiler.
  • Devised a GUI front end to an originally character-based Unix application.
  • Designed applications for a large-scale fund-raising database system using embedded SQL in COBOL (reports, user interface, triggered procedures for auto input correction and pop-up listing for input).
  • Developed various data-centric applications, e.g. a health insurance claim processing system using Oracle DBMS.
  • Built an algorithm to analyze the transaction history to automatically detect conflicts in database transaction processing. (C/C++)
  • Constructed a physical structure for database internal storage (B+ tree).
  • Developed a GUI scheduling application for student course registration. (OO design).
  • Designed object-oriented simulations of a computer printing job queue and banking service workload (C++ event-driven technique).
  • Built a pre-processor utility that automatically removes the debugging statements in C source code after the program is tested and completed.
  • Developed a virtual reality model for fabric behavior simulation in OpenGL.
  • Designed an automatic email checker, an automatic email notification application, and a weather condition ticker application linked with a web page (prescheduled automatic updates).
  • Constructed various advanced data structures and algorithms for performance enhancements and optimization.
  • Created a new ART2 algorithm enabling supervised learning and real-time dynamic self-adjustment in neural-network pattern recognition.
  • Built a simple-grammar computer language compiler and parser for source code parsing, code-level quality inspection, and preprocessing.
  • Enhanced the Linux kernel system calls — improved disk and CPU scheduling, and caching for customized tasks and loads.
  • Developed client/server networking applications on Unix and Windows 95/NT (Java RMI, EJB, CORBA IDL & ORB, asynchronous communication via MQSeries and MSMQ, and IPC programming — named pipe, message queue and shared memory).
  • Designed animation in C++ and Java.
  • Built windows service applications, e.g. FTP daemon, and SMTP server. (VB, VC, VJ++ & VisualAge Java).
  • Constructed an encryption application to secure single or batch files, using ActiveX controls and later migrated to Java, for data protection for storage on unsecure public space.
  • Developed InterTalk application for two users to converse over Internet (pre-Instant Messaging era product for dial-up Internet connections via modems).
  • Designed web-based community forum applications (ground-breaking group scheduling applications and interactive query applications for online group activities).
  • Built a HTTP server and customized web browser to be embedded in business applications for tighter control on contents and navigation. (Java, HTTP, and socket).
  • Developed a math card game (24POINT) and interactive web-based brainteaser games, e.g. MatchStick. (Machine self-learning, recursive exhaustive depth-first search, and web-based interface).
  • Designed a software metrics tool in Java (source code quality analysis and evaluation for sizing and productivity measures).
  • Constructed a utility for recursive file context replacement for automated data change in all web pages on a large website.
  • Built a Windows screen saver program for team logo presentation.
  • Developed an email delivery service with customizable “from” address for marketing campaigns. (JavaMail).
  • Designed a file compression utility. (Java, GNUZip format).
  • Created an algorithm to sort integer numbers in a sequence so that the sum of any two neighbor numbers is a perfect square. (Recursive function implementation in Java and breadth-first search).

Other Peer-Reviewed Conference/Journal Publications/Reports (Partial listing)

  • Analysis of Uneven Twist Distribution in Threadline Zone of Air-jet Spinning.
  • A Formal Method of Calculating Final Twist of Wrapping Fibers in Air-jet Yarns.
  • Material and Machine Interaction During Weaving.
  • Limit of Feed Ratio in Air-jet Spinning.
  • B-factor Method for Yarn Bulkiness Measurement.
  • Slippage of Wrapping Fibers in a Wrapping Course of Air-jet Yarns.
  • An Alternative Method for Evaluation of Physical Bulk in Air-jet Textured Yarns.
  • Characterization of Loop Profile Distribution in Textured Yarns.
  • Effect of Structural Settings of Fiber-collecting Groove on Channel-spun Yarn Tenacity.
  • A Study of Twist Structure of Channel-spun Yarns.
  • Optimal Design of Fiber-collecting Groove in Channel Spinning.
  • Optimization of Operational Settings of Channel Spinning.
  • A Comparative Study of Cone Winding Technology.
  • Analysis & Enhancement of Aerodynamic Fiber Transport in DREF-II Friction Spinning.

Please contact tonycshan@yahoo.com for more info.


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