Prof. Ricardo Pateiro Marcão
ISLA Santarém, Portugal

Title: Integrating BPMN and Competitive Intelligence: A Smarter Approach to Automation

Abstract: In today’s rapidly evolving business landscape, automation is not just about efficiency—it’s about intelligence. This presentation explores how Business Process Model and Notation (BPMN) serves as a foundation for structuring automation efforts while integrating competitive intelligence to enhance strategic decision-making.

BPMN provides a clear and standardized approach to business process automation, enabling organizations to streamline workflows, reduce inefficiencies, and maintain compliance with regulatory requirements. However, automation alone is not enough. To remain competitive, businesses must embed real-time market intelligence into their processes, ensuring that automation remains adaptive to changing industry conditions.

By combining BPMN with competitive intelligence, companies can transform rigid workflows into dynamic, data-driven systems. This approach allows organizations to anticipate market shifts, optimize operations based on competitor behavior, and make more informed decisions. From supply chain automation to regulatory compliance in healthcare technology, real-world examples will illustrate how businesses can gain a strategic edge by making automation smarter, not just faster.

In this speech, I will highlight how organizations can integrate BPMN and competitive intelligence to ensure automation is not only efficient but also strategically agile—a crucial advantage in an unpredictable world.

BIO: Ricardo Marcão, PhD, MBA, PMP, is a globally recognized expert in Project Management, Finance, Strategy, and Healthcare Innovation, with extensive experience in business consultancy across Pharma, MedTech, Medical Devices, IT, and Professional Services.

Currently, Ricardo serves as a Senior International Project Manager at SIBS, where he drives the delivery of projects across specific geographies to enhance company growth. His role involves redefining strategic processes for project and program management, ensuring operational efficiency, risk mitigation, and alignment with the company’s long-term growth strategy.

Throughout his career, Ricardo has led high-impact transformations for multinational organizations. In the companies where he has worked, he played a pivotal role in expanding the workforce and significantly increasing sales through gamification strategies in 2017. Between 2017 and 2020, he managed dozens of professionals, redefining Pharma and MedTech consulting strategies by integrating gamification to enhance engagement and adherence, while also improving project management efficiency across global operations. In 2021, Ricardo revolutionized risk management approaches by introducing a new strategic control framework, which resulted in a 20% increase in direct project margins and strengthened overall business sustainability.

Between 2022 and 2023, Ricardo led global CRM projects for some of the largest pharmaceutical companies worldwide, working with a New York City-based global Pharma leader to enhance customer relationship management (CRM) strategies. His expertise in enterprise CRM implementation, process optimization, and digital transformation played a crucial role in streamlining commercial operations and improving market engagement across multiple international markets.

Beyond his corporate impact, Ricardo is a seasoned academic and editor, shaping the discourse on strategic management, innovation, and performance evaluation in business and healthcare.
His published works include:
• Evolving Strategies for Organizational Management and Performance Evaluation
• Enhancing Engagement With Gamification: Education, Business, and Healthcare Perspectives
• Design, Development, and Deployment of Cutting-Edge Medical Devices
• Innovative and Diplomatic Methodologies in Economics, Management, and Government

He is also editing the upcoming book Strategic Management, Regulatory Challenges, and Global Governance of MedTech, which explores the intersection of innovation, compliance, and strategic governance in the rapidly evolving MedTech industry.

As the coordinator of several advanced programs at ISLA Santarém, including MBAs and Post-Graduate programs in Project Management, Quality Management, Diplomacy, and Financial-Economic Management, Ricardo plays a pivotal role in shaping future business leaders through a strategic lens that integrates healthcare, technology, and global governance.

A distinguished international speaker, Ricardo actively contributes to transatlantic relations between the US and Europe, focusing on strategy, leadership, and competitive intelligence. His memberships in SCIP Portugal, APMP in NYC, PMI Portugal, and PMI South Florida reflect his ongoing commitment to excellence in strategic intelligence, business consultancy, and project management.