PEX Network Global Advisory Board
Leading global experts in Lean, Six Sigma, Quality, Business Process Management (BPM), Operational Excellence and Continuous Improvement.
The Process Excellence Network advisory board consists of key thinkers and thought leaders in the operational excellence and process improvement space. These seasoned industry experts guide the topics on the Process Excellence Network site in addition to frequently contributing content and media. These industry leaders were selected due to the caliber of their work within their respective areas of expertise.
About our Advisors
Lisa Norcross is head of the Center of Operational Excellence for E.ON, based in Essen, Germany. Lisa is a Mechanical Engineer who has been working in operations and operational performance improvement for over 20 years across several different industries. She started her career as a Graduate Engineer at Ford Motor Company, and after completing a post-graduate qualification in Manufacturing Management, moved into the Management Consulting world, working as an Operations Expert for McKinsey and Company. Between McKinsey and E.ON, she was head of Operational Excellence for Europe and China for an aluminium manufacturer.
"The PEX Network is really valuable in terms of creating opportunities to connect with other people in similar roles in different companies and industries and to learn from their experience."Back to Top
Marvin Raymundo is the Senior Vice President for Operational Excellence and Project Management at Banc of California. He is responsible for enterprise projects focused on driving improved customer satisfaction, cost savings, and increased revenue through process reengineering and technology.
Prior to joining Banc of California, he led Operational Excellence teams for Fortune 500 companies such as Pacific Life, Avery Dennison, and GE Capital. At GE Capital, Marvin was awarded a Lean Six Sigma Black Belt certification and was recognized with a Lean Six Sigma Leadership award.
Marvin received a bachelor’s degree from the University of the Philippines, and graduated with honors while receiving a master’s degree in Business Administration from DePaul University in Chicago. Marvin also earned certifications in Change Leadership from Cornell University, and Paralegal Studies from Loyola University.
"The PEX community is a tremendous source of best practices and networking, and I am committed to help grow this community by providing insights and ideas."Back to Top
John is the Sr. Director of Global Lean Enterprise at Nike’s headquarters in Beaverton, OR.
He is responsible for developing the corporation’s worldwide lean deployment efforts. This includes training and development, metrics, strategy, recruiting, coaching, continuous improvement and tracking business benefits. His scope includes driving lean principles throughout the Nike business including external suppliers, customers and internal operations.
Prior to joining Nike, John held leadership positions in a number of companies including Waste Management, ServiceMaster, and Sears. In addition, he served as a consultant at Breakthrough Management Group, where he guided organizations in utilizing continuous improvement & innovation to improve business performance.
Mr. Biedry graduated from Long Island University with a Bachelor’s degree in Environmental Science and a Master’s degree in Public Administration and Environmental Planning.
Kevin Wojcikewych is Vice President, Business Optimization at Chiltern. Prior to this Kevin was the Senior Director & Global Head, Business Optimization for Novella Clinical, a Quintiles company. In this role, he had global responsibility for strategic business transformation and optimization. Kevin has also led operational excellence and continuous improvement deployments across several organizations, including Quintiles, Credit Suisse, LendingTree, and Citigroup.
Kevin has B.A in finance from Saint Louis University. He is a certified Lean Six Sigma Black Belt and Project Management Professional (PMP), patent holder, and has authored several articles, blogs, and white papers.
"I look forward to sharing, collaborating, and learning from other members of the PEX Network as we advance and drive process and business excellence across our organizations."
Ýr has 20 years experience of leading business strategy and process & performance management initiatives. She has been on the front line in developing Continuous Improvement and Operational Excellence approach within multiple Fortune 500 companies. Enabling them to enhance and align strategy, business planning and KPIs with the reality of daily operations and behavioral challenges in the spirit of Continuous Improvement and Operational performance.
Ýr joined Shell International in August in The Netherlands in August 2012. In her role as OE/CI Process Leadership she is responsible for embedding Continuous Improvement approach at a global level within the various businesses and functions. One of her key responsibilities is to drive efficiency gains to maintain competitive advantage within the Upstream Exploration organization and the Subsurface Technical User Community.
“I look forward to being a member of the PEX Global Advisory Board, sharing and collaborating with likeminded professionals on the many challenges we face in understanding and deploying Operational Excellence.”
As of September 2016 Jeff joined CNA Insurance as head of worldwide operations. Jeff has 34 years in Insurance, consisting of:
27 years Chubb & Son:
- 20 years Commercial P&C Underwriter/Underwriting Management.
- 7 years Head of US Field Operations. Consisting of 65 branches’ policy administration and Underwriting Assistant support. Built 2 claims centers, 3 policy processing centers and 2 UW renewal centers.
7 years at XL (now XLCatlin):
- May of 2008 joined XL as Chief Processing Officer for North America.
- Created centralized Operations support of 11 underwriting businesses throughout US, Canada and Bermuda.
- Offshored 30% of work to captive entity in India.
- Built Operations to consist of end to end process/execution from Submission to Premium Collection, including Training, Regulatory, BPM, QC, Claims data integration, and Operational Analytics.
- May of 2015, XL acquired Catlin insurance:
- Accepted new role as SVP Enterprise Operations Leader for Americas Region.
- Role consists of all prior functions plus expansion of territory, now consisting of US, Canada, Bermuda, Latin America, India and Poland.
"The world relies on processes in order to function, and we are all customers who experience the benefits, and sometimes the negatives, of process. Whether that is in our personal lives or professional lives, whether that is insurance, retail/wholesale establishments, other financial services or manufacturing industries. The PEX network performs an important function, perhaps the key word being "network" because through the collaboration and networking opportunities PEX provides, all process and operations specialists in any capacity will benefit from association with the PEX network by continuously growing their skills/knowledge and applying that to whatever role they play."Back to Top
Nigel has a passion for business simplification and performance improvement, enabled by streamlined processes and communications. Since 2007 Nigel has been a frequent speaker at PEX conferences and active contributor to PEX Network. He has held Product Marketing leadership positions at three BPM software companies - Nimbus, TIBCO and MatsSoft. He now heads OnTap365.com, an independent marketing consultancy that focusses on the digital innovation and process improvement technology sectors.
"The PEX Network is a tremendous community of process improvement professionals and the consulting and technology vendors that serve them, or would like to serve them! I’ve worked for three such technology providers since 2007, and I’ve chaired the “Technology Stream” at PEX Week for the past two years.
From my perspective the community will thrive so long as the topics under discussion provide value to all. And that must take into account emerging technologies and new methodologies best suited to the digital challenges that our businesses are confronted with. I hope my input to PEX Network will further that aim."
Erika Toth began her working life in 1999 as an engineer, assisting travellers by redesigning and streamlining processes in ground operations and passenger handling for Malev Hungarian Airlines and later on for Wizzair.
Over 17 years Erika's career path has made full circle, she now applies her extensive skills and experience in process excellence and continuous improvement to improving the customer experience of the 20 million people who travel with the UK-based Thomas Cook Group each year.
In addition to aviation and travel Erika has directed large scale improvement and change programmes in the telecommunication and pharmaceutical industries, worked for Vodafone, Telenor and GlaxoSmithKline.
Besides her Masters degrees in Transportation Engineering and Business Administration Erika is a certified change manager, Lean Six Sigma Master Black Belt and certified customer experience professional.
"My commitment to the PEX Network is to bring fresh challenge to the table around how the process excellence approaches can truly enable customer centricity and how we improve and modernise the perception agains OPEX. I also want to help develop a new OPEX / PEX image that demonstrates full alignment with customer, and support innovative and agile change."Back to Top
Dr. Oliver Braitmayer, currently Vice President Operational Excellence at Siemens Energy Solutions, has been with Siemens in various leading roles since the year 2000. He worked in different businesses for Siemens, mainly Mobile Phones, Solar Energy, Energy Solutions, Corporate Development and Corporate Audit. Prior to Siemens Dr. Braitmayer worked at a Top Management Consultancy for clients listed in the German DAX Index. His career at Siemens has been enriched with a broad range of cultural experience, which he gained in the recent years by working in an international environment and living in countries such as the USA, Israel and Brazil. In addition to the cultural appreciation Dr. Braitmayer has developed a deeper interest in Brazilian art and music during his time abroad. In his leisure time he enjoys playing music, skiing, and enjoying exotic food and wine in the company of his friends.
"My commitment to the PEX network…
- to inspire and inform the PEX members with practical advice on business improvement tools, methodologies and technologies in order to achieve their business goals.
- to provide advice about the editorial direction the portal might follow.
- to provide insights and feedback to regular contributors and help to build the community."
Jon Theuerkauf is an improvement and innovative visionary with over 30 years of experience creating and implementing winning strategies to transform organizations as well as those companies looking to “Future Proof”. Along his career path, he has held several executive roles in financial services. He has evolved into a global improvement/innovation leader who incorporates the holistic ideas of performance excellence…quality, innovation, productivity and efficiency into start-ups as well as existing organizations. He is becoming a leader in the use of smart, rapidly deployable technologies combined with traditional reengineering tools and approaches.
Highly skilled at leading individuals, teams, and organizations, he has an uncanny ability to optimize the way a company operates to help them compete globally, grow revenues, increase shareholder value and leverage the engagement of their employees. Jon’s record of accomplishments includes more than 7000 successful projects resulting in more than 10,000 improvements and innovations implemented, yielding more than $5B in certified bottom line financial benefits and growing.
Having lived and worked abroad for more nearly 15 years, he most recently was working in New Zealand prior to coming back home to the US to work with BNY Mellon as Head of Performance Excellence.
Jon’s additional executive leadership roles including serving as:
- Senior VP, Head of WorkSmart at ASB bank in New Zealand
- Advisor to the President and CEO of Sberbank of Russia in Moscow
- Managing Director, Global Head of Operational Excellence, Cost Management and Offshoring and Outsourcing at Credit Suisse in Zurich, London, and New York;
- Managing Director; Head of Best Practice—Global Transaction Banking at HSBC in London and New York;
- Managing Director and Six Sigma Quality Leader at GE Capital Structured Finance Group in Connecticut;
- Senior Manager of International Customer and Technical Services at MCI Telecommunications in New Jersey, Georgia, and Illinois;
- Director of Professional Services for Career Management Group in Chicago, Illinois.
Anu George is the Head – Morningstar Excellence at Morningstar, Inc., a leading provider of independent investment research. Her responsibilities include providing a strategic direction to the continuous improvement, quality & excellence initiatives at Morningstar. She has successfully led the LEAN transformation at Morningstar & is now focused on institutionalizing an Agile culture in her organization. Anu has more than 20 years of experience in reputable organizations such as Unilever, GE, and Morningstar. She has global experience through her extensive work in Asia, North America, and Europe. Her strengths lie in operations management and LEAN Six Sigma. She is a frequent speaker on topics such as business process excellence and leadership.
Anu holds a bachelor’s degree in economics and accounting from the University of Mumbai, India, and a master’s degree in business administration with a specialization in marketing from the University of Mumbai.
"PEX network is a great way to meet extremely knowledgeable professionals. My goal is to help generate thought provoking topics for discussion, learning and experimentation, and to help the overall operational excellence community with these ideas."
Bill Cohen was the first graduate of the PhD program that Peter Drucker co-developed at what is now the Masatoshi Ito and Peter F. Drucker Graduate School of Management. Graduating and becoming Drucker’s friend, he applied Drucker’s methods and rose to become an Air Force general and the author of more than 50 management books published in 23 languages. He is the President of the Institute of Leader Arts which offers a unique corporate training program based on Drucker’s methods. Cohen’s latest book is Peter Drucker on Consulting: How to Apply Drucker's Principles for Business Success. He can be reached at firstname.lastname@example.org.
"I am committed to the PEX Network because it enables a common effort for ensuring that organizations focus on developing and implementing processes for continued excellence in achieving the very best, regardless of the situation of mission, resources, product, and customers."
Dan is the coauthor of five books on business process transformation, a columnist for PEX, and the author of numerous white papers on a variety of Business Transformation and Digital Transformation topics. He has spoken internationally at over 40 conferences and he serves on the International Board of Directors for the Association of Business Process Management Professionals (ABPMP). Dan is the author of the ADDI BPM methodology and is a leader in melding Business Architecture, Process Architecture, and Enterprise Architecture into a single integrated approach to business transformation.
Dan is also the co-author of the ABPMP International BPM Practitioner’s certification tests and the Business Architect Association certification test. He also hosts a monthly webinar series for ABPMP and he has led formal training sessions for several different organizations.
Dan is a Managing Principal at Wendan Consulting. He has also served as North American Practice Director for Business Transformation at three leading international consulting firms, and as an Executive Consultant with IBM Global Services. Through these positions, he has worked in multiple industries and has been responsible for the successful delivery of numerous BPM based business transformations and the creation of multiple BPM Centers of Excellence.
Dan’s new book, The Business Transformation Field Guide: Hints for Delivering Successful Solutions will be released on Amazon in September 2016.
"I have been a columnist with PEX for five years and have spoken at PEX conferences and hosted workshops. I am looking forward to taking this next step in my relationship with PEX and I am proud to serve on the Global Advisory Board."
Debashis Sarkar is an internationally recognized name for customer-centricity and lean management. He is counted among world’s leading lights on lean management and credited with pioneering work tools, techniques and approaches. His thoughts and ideas can be found in his 8 books and more than 70 papers authored by him.
He is currently the managing partner of boutique consulting firm Proliferator Advisory & Consulting ( www.proliferator.net ) that helps companies with their agenda of customer-centricity and lean enterprise.
He is a Fellow of American Society and Quality and recipient of Phil Crosby Medal in 2014.
To know more about him, you can visit the following website: www.debashissarkar.com
Books Authored by him:
- Building a Lean Service Enterprise (Productivity Press, 2017)
- How Can I Help You – 5 Mistakes to Avoid in Customer Service (Random House, 2013)
- Lessons in Lean Management (Westland, 2012)
- Lean for Service Organisations and Offices (ASQ Press, 2008)
- 5S for Service Organisations and Offices (ASQ Press, 2007)
- Lessons in Six Sigma (Sage, 2004)
- Quality in Business (Sage, 2003)
- The Manager’s Handbook for TQM (Beacon Books, 1997)
He is credited with pioneering the following:
- Creating many tools and techniques required for lean management
- Developing world’s first holistic approach for service lean deployment
- Formulating a blueprint for 5S deployment in service enterprises
- Leading Asia’s first enterprise-wide lean deployment in a service company
- The DEB-LOREX™ model
"I would like PEX Network to be most authentic and sought after information source for process optimisation, customer-centricity and organisational transformation."Back to Top