Resume of Leon A. Kappelman, Ph.D.
Senior Manager, WSR Consulting Group, LLC

Leon A. Kappelman is a professor of Information Systems and the Director Emeritus of the Information Systems Research Center in the College of Business, University of North Texas.

Dr. Kappelman's professional expertise centers on the management of information and technology and includes software project management, software development and maintenance, information system requirements and enterprise architecture, continuity of operations, organizational change management, performance measurement including metrics development, IT-related legal and ethical issues including intellectual property matters, and high-tech public policy concerns like privacy, security, and software quality. He has worked with organizations involved in banking, insurance, aerospace, energy, defense, health care, education, telecommunications, retail, all levels of government, not-for-profits, sales, marketing, distribution, electric utility, petrochemicals, as well as other economic sectors.

Professor Kappelman's pro bono work includes testifying on high-tech issues several times before the U.S. Congress, serving on the program committee and speaking at a United Nations IT conference, participating in White House industry round tables, serving on the American Heart Association's IT Expert Panel, editing five books, founding and leading the Society for information (SIM) Enterprise Architecture Working Group and the SIM Year 2000 Working Group, and founding and serving as a member of the three-person steering committee of the UN and World Bank sponsored Y2K Expert Service Volunteer Corps. He currently serves as the primary investigator of the USA's longest-lived study of IT practices, budgets, employment, and priorities.

Areas of Expertise

Consultant and Trusted Advisor

  • I am a research scientist, educator, and advisor. My work for the past three decades focuses on designing, building, implementing, managing, and operating information systems (IS).

    I am an expert in IS management practices and capabilities, software development methods and capabilities, software project management, IS requirements, technology and enterprise architectures, and IS performance measurement.

Educator, Researcher, Consultant, Advisor

  • I've researched, written, lectured, and advised on these and other IS-related topics, published over 100 articles, edited five books and authored one, founded and chaired several industry working groups, and serve as primary investigator of the longest-lived study of IS executives.

    I have also testified before and written reports for committees of the U.S. Congress regarding IS-related legislation and government IS practices, including cyber-security and project risk.

    I've advised many organizations in matters related to IS including: AT&T; Celanese; Choctaw Nation, CIA; CIGNA; Los Angeles; Department of Veteran Affairs; Executive Office of the President of the U.S.A.; Experian; HoneyBaked Ham; Oklahoma; Texas; Treasury Department of Canada; UN; Verizon; Wells Fargo; World Bank; and others

Advisor to Attorneys, Expert Witness

  • In my work with attorneys, as an advisor and expert witness, I've written reports, answered interrogatories, been deposed on several occasions, and testified in federal, state, and local courts. I've been designated as an expert in approximately a dozen cases, and advised attorneys in several others. These cases included parties such as AT&T, Briggs Medical, CA, Hewlett Packard, Microsoft, Murphy USA, SAIC, Sungard, Texas Health Resources, Xerox, and others.

    • Failed IT and ERP System Litigation - Expert Witness
      I have served as an expert witness on several alleged software project failures. Software project management and software development are topics I research, teach, write about, and advise on extensively.
      These cases generally involve a postmortem analysis of the project's artifacts including project management and software specification materials, resumes and time logs of the development and management personnel, communications between the parties, meeting notes, billing records, contracts, operator and user manuals and other documentation, inspections, tests, software source code, as well as other materials.
      Many of these cases also involve determining whether the software in question functioned as per the agreed-upon specifications. This analysis typically focuses on whether it processed and/or transferred data as per the contractual or other requirements.

    • Intellectual Property Matter Litigation - Expert Witness
      I've also been an expert witness in several intellectual property disputes involving copyrights, patents, and/or trade secrets related to software and information systems.
      These sometimes involve extensive examination and comparison of the source code and/or operating versions of the functioning software's architecture, logic, algorithms, operating environment interfaces, and other dimensions for evidence of infringement, misappropriation, and/or validity. I excel at these kinds of investigations.
      These often include forensic analysis of software, computer systems and/or business processes, sometimes including earlier versions, and can also include the specifications, requirements, architecture, patents, and other design artifacts used in developing the software, system, and business processes, as well as marketing and promotional materials.

    • Other Specialized IT Litigation - Expert Witness
      Other cases where I served as an expert involve matters such as software defects and product liability, cyber-security breaches, digital data transfer, and practices relating to the management of information systems and telecommunications operations centers.

Experience

Leon A. Kappelman, Ph.D. is a research scientist, teacher, author, speaker, expert witness, and adviser dedicated to helping organizations better manage their information, human, and technology assets. He is Director Emeritus of the Information Systems Research Center and Professor of Information Systems in the Information Technology & Decision Sciences Department of the College of Business at the University of North Texas; where he is also a Fellow of the Texas Center for Digital Knowledge, and a faculty member of the Interdisciplinary Information Science PhD Program. He is also primary investigator of the Society for Information Management's (SIM) annual IT Trends Study and founding chair of SIM's Enterprise Architecture Working Group.

Professor Kappelman has assisted many public and private organizations with their technology management activities including IT assessment and performance measurement, strategic planning, IT governance, software development, software project management, enterprise architecture, continuity of operations, and IT workforce management. He has given presentations and written articles on these and other IT management topics, and testified before the U.S. Congress on technology legislation and IT management practices. He has lectured and conducted seminars and workshops on many management, business, and technology topics in North America, Europe, and Asia. His work has been reported in Forbes, Wall Street Journal, New York Times, Business Week, Newsweek, Dallas Morning News, Washington Post, L.A. Times, and scores of other newspapers and magazines; he has appeared nationwide on CNN, CNBC, PBS, and ABC, as well as numerous other television and radio stations. He brought nearly $2.5 million in research funding to the university.

Professor Kappelman has published several books, over 100 articles, and his works have appeared in the Communications of the ACM, MIS Quarterly, MIS Quarterly Executive, Journal of Management Information Systems, Decision Sciences, IEEE Software, Project Management Journal, InformationWeek, Computerworld, and other venues. He authored Information Systems for Managers (McGraw-Hill, 1993); contributed to and edited the SIM Guide to Enterprise Architecture (CRC Press, 2010) and Year 2000 Problem: Strategies and Solutions from the Fortune 100 (International Thomson Press, 1997); and contributed to and co-edited Y2K Endgame Strategies: Risk Management, Testing, and Contingency Planning (SIM International, 1999), Year 2000 Update: Key Issues and Research Reports (SIM International, 1998), and Solving the Year 2000 Computer Date Problem: A Guide and Resource Directory (SIM International, 1996).

Education


PhD in Management Information Systems - 1990, Georgia State University

MBIS in Management Information Systems - 1988, Georgia State University

BA in History - 1969, Ohio State University

 

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