Re-engineer your Strategy to Drive Business Transformation Through People, Process and Technology
APRIL 20-22, 2020 | HYATT REGENCY, NEW ORLEANS
Tuesday, April 21 | Main Conference Day One
7:30 am - 8:00 am
Registration and Welcome Refreshments
8:00 am - 8:10 am
Chair's Opening Remarks
8:10 am - 8:40 am
Selling people on the vision: The secret recipe to engaging your organization on the 'why' behind business transformation
- Critically understand why failing to get buy-in on the purpose of transformation can cause companies to struggle moving forward from decade old principals
- Learn the fundamentals of core organizational change management and how the purpose behind execution curbs resistance
8:40 am - 9:10 am
Deliver breakthrough performance and business transformation to integrate Lean, Agile, & RPA
Dwight Harris -
Senior Vice President,
Citi Bank
- Understand how one transformation visionary has integrated OPEX tools
- Improve business performance, risk mitigation and release innovative products to market
9:10 am - 9:20 am
Speed Networking
Take part in a fast-paced networking experience with your peers to ensure you meet and greet the other delegates and make valuable connections early on!
9:20 am - 9:40 am
Realizing the future with Microsoft modern work management solutions
Sponsored by: Microsoft
9:40 am - 10:10 am
Demo Drive
This is a not to be missed engaging session where Sponsors have 5 minutes each to share insight, ideas and pitches on a new technology, way of working or innovative idea to the entire delegation, using the most imaginative means possible.
10:10 am - 10:40 am
Morning Refreshments
10:40 am - 11:10 am
Ethics and design in AI: 5 key principals to revolutionize customer experience in commercial banking
- Discuss and apply principals when designing and implementing AI to optimize customer experience
- Ensure your company is limiting the harmful effects and shaping the right impact of digital transformation tools
11:10 am - 11:40 am
Doing more with less: Running a cost-neutral transformation program
Ekaterina Curry -
Global Head of Ratings Operations,
S&P Global Ratings
- Learn the steps required to create capacity and drive projects of the future whilst enabling daily work to continue
- Understand the challenges and problems of a cost-neutral transformation and how they are solved them
- Learn how to invest in existing staff and leadership talent to create a workforce for the future ready to deliver excellence
11:40 am - 12:10 pm
Panel Discussion - Building a toolbox of technologies in OPEX: How does each piece of the puzzle fit together?
- Discuss what the organization is trying to create, and how each vehicle supports that change
- Understand which individual tools are compatible with one another, your OPEX program, and your customers’ needs
12:10 pm - 1:10 pm Lunch
Sponsored by: IBM
People
IDG A
1:30 pm - 2:35 pm IDG A: Align people with technology: Developing digital skillsets for the future of OPEX- Bring people up to speed with accessing, using and optimizing digital tools for process improvement
IDG B
1:30 pm - 2:35 pm IDG B: Shaping an engaged and motivated workforce to drive performance improvement, change and innovation- Drive productivity by inspiring passion in operational excellence at an organizational level
- Make employee engagement a strategic priority by coaching and training Managers on increasing employee motivation
IDG C
1:30 pm - 2:35 pm IDG C: Developing the soft skills to master business transformation- Equipping technical problem solvers with relationship building, communication and collaboration qualities
- Discuss training and education solutions to ensure your workforce have a well-rounded skillset to execute an impactful transformation strategy
Process
IDG D
1:30 pm - 2:35 pm IDG D: Combining design thinking with automation to deliver accelerated OPEX results- Combine collaborative and creative product development with automation to deliver new digitally enabled products and services to customers
IDG E
1:30 pm - 2:35 pm IDG E: Streamline process analysis, identify opportunities and extract value using Desktop Automation- Automate the monitoring of inputs, mouse movements and much more for granular data and accurate process mapping
- Explore the potential of the technology to allow 1 Business Process Analyst to comfortably perform the work of 2
IDG F
1:30 pm - 2:35 pm IDG F: Process improvement from inception to execution using RPA Ryan Davis - Director of Process Improvement, Arvest Bank- How to select, clean and troubleshoot processes to realize the greatest RPA efficiency gains
- Develop contingency strategies for downtime on a process and discuss potential compatibility issues when integrating RPA with other technologies
Technology
IDG G
1:00 pm - 2:05 pm IDG G: Quantify the ROI of RPA to invest in tools that dramatically improve process inefficiencies- Understand whether specific RPA tools will automate an end-to-end process or just a few steps
- Recognize where RPA is the optimal fit for process improvement and where other technologies and tools fit better
IDG H
1:30 pm - 2:35 pm IDG H: End-to-end solutions to create incredible digital experiences for customers in on-boarding, lending, claims and policy renewal- Use analytics to get critical insight on customer behaviour and maximize process optimization
- Revolutionize workflow and increase collaboration
IDG I
1:00 pm - 2:05 pm IDG I: The start-up perspective on disruptive technological innovation: Refresh your approach to transformation- Understand Fintech methods for simplifying product development and internal processes
- Discuss how Open Banking APIs, machine learning, AI and automation tools are being utilized to provide customers with value-add services
2:35 pm - 3:05 pm
Afternoon Refreshments
Track Sessions
Track A: Digital Transformation
3:05 pm - 3:35 pm Applying RPA solutions to save thousands of hours' manual labour in client on-boarding- Explore strategies and platforms for a data-driven, accurate and rapid client on-boarding experience
- Understand the opportunities for electronically verifying complex labour-heavy regulatory documents
Track A: Digital Transformation
3:40 pm - 4:10 pm Develop in-house RPA bots to design new creative processes and facilitate value-add services- Transform resource allocation challenges with creative problem-solving and resourcefulness
- Eliminate the manual labour of collecting inputs and running them through models to give advice to clients
- Discover the A-Z of creating a form to make a request and allowing the bot to aggregate the information for you
Track A: Digital Transformation
4:10 pm - 4:40 pm Understand where to leverage data science and predictive analytics i nthe OPEX lifecycle- How data science and analytics are applied to advanced performance and process analysis, customer segmentation and product concept development
- Hear how data science and analytics are being applied to transactional, client and process data
Track B: Business Transformation Strategy
3:05 pm - 3:35 pm Advance Lean maturity and evolve from process and cost improvement to scaling the organization- Utilize Lean and Six Sigma to limit the complexity, growing pains, errors and frustrations when expanding
- Ensure enterprise-wide alignment and dedication to lean throughout personnel, strategy and resource changes
- Discuss best practices for coaching, soft-skill development and relationship building
Track B: Business Transformation Strategy
3:40 pm - 4:10 pm Measuring continuous change: Track the value and impact of business transformation on performance improvement- Metrics and benchmarks for understanding the value of your OPEX program
- Assess the incremental value added for processes, people and the customer along your transformation journey
Track B: Business Transformation Strategy
4:10 pm - 4:40 pm Redefine capacity strategy: Combining analytics and integration to model, plan, and optimize capactiy Jordan Benis - Director Performance Management, PNC Bank- Leverage the basic building blocks of capacity modeling to reveal true capacity drivers
- Use capacity more efficiently and plan for capacity challenges proactively
- Build tools that provide valuable insights into the risk and opportunities of any operational unit
Track C: Upgrading Legacy Architecture
3:05 pm - 3:35 pm How a 100+ year old bank is transforming legacy architecture by leveraging intelligent automation- Learn the challenges and solutions for leading digital transformation in a bank that is inherently disadvantaged to a digital native
- Understand the relationship between legacy people, processes and technologies, and the cradle to grave strategy to drive OPEX across the enterprise
Track C: Upgrading Legacy Architecture
3:40 pm - 4:10 pm Transitioning from monolithic to cloud-based architecture to reduce system management- Remove the management on platforms, managed services, software and databases and re-route people skills
- Discuss the controls, data encryption and other security measures necessary to take care of data at each layer of the application
Track C: Upgrading Legacy Architecture
4:10 pm - 4:40 pm One united office: Building processes to support the new age of business architecture- Build-out processes to support the convergence of the traditional back and front office model
- Remove complex systems, forms and technology used between the front and back office
- Free-up capacity of the front office and reduce admin work on the front line
- Allow back office SME’s to handle client requests and queries
4:45 pm - 5:15 pm
Humanizing RPA: Re-engineer the relationship between science and emotion
- Leverage design-thinking and automation ethics to transition away from an increasingly cold and disconnected digital ecosystem
5:10 pm - 5:40 pm
Why some companies' transition to excellence and others fail: Benchmarks for groundbreaking transformation from businesses that took the leap
- Understand the principals behind progressing and maintaining the performance and results of a world-class business
