January 21 - 24, 2020
Omni Orlando Resort, ChampionsGate, FL

Wednesday: Main Conference Day One

7:00 am - 8:00 am Breakfast Briefing (Invitation Only)- A collaborative approach for Intelligent automation for enterprise integration and process efficiency

Sponsors:
Workato
  • Learn how intelligent automation platforms can provide enterprise integration, process automation, and employee experience at the same time
  • Enabling business users and IT to collaborate in order to build, operate and rollout automations without compromising security and governance


7:30 am - 8:00 am Registration and Coffee

8:20 am - 8:35 am OPEX WEEK Day Two: Chair's Opening

David Hadd, Senior Vice President Corporate Continuous Improvement at Webster Bank

David Hadd

Senior Vice President Corporate Continuous Improvement
Webster Bank

8:15 am - 8:40 am KEYNOTE CASE STUDY: A strategic transformation case study through driving digital and innovation agenda

Christine leads the Strategic Transformation team that handles Freddie Mac Multifamily’s evolving business transformation strategy, driving digital transformation and innovations. Discover how she has approached their transformation in this session: 
·         Redefining the customer experience and customer journey 
·         The imperative of aligned stakeholder interest 
·         How are we driving digital and innovation agenda at the same time
Christine Halberstadt, Vice President Strategic Transformation at Freddie Mac

Christine Halberstadt

Vice President Strategic Transformation
Freddie Mac

The panel discussion will highlight how enterprises can harness the power of intelligent automation to build a capable, skilled, and a future-ready workforce for staying relevant and competitive in the wake of rising consumer and stakeholder expectations. 


Sateesh Seetharamiah, Vice President and Global Product Head of AssistEdge at EdgeVerve

Sateesh Seetharamiah

Vice President and Global Product Head of AssistEdge
EdgeVerve

Craig Le Clair, Vice President, Principal Analyst at Forrester Research

Craig Le Clair

Vice President, Principal Analyst
Forrester Research

Vinay Nadig, Divisional Vice President, Market Enablement Delivery Services at Health Care Service Corporation

Vinay Nadig

Divisional Vice President, Market Enablement Delivery Services
Health Care Service Corporation

9:05 am - 9:35 am PLENARY PANEL: Bringing lean, agile and digital transformation together to deliver enterprise wide transformation

In order to stay on top of the whirlwind of change, today’s transformation leaders need to leverage different methodologies and foster a culture of innovation to drive fast change and constant improvement. In this keynote session, panel members will discuss and explore the following areas: 
·         How can lean, agile and digital transformation come together to drive large holistic transformation?
·         What have been achieved with the latest smart technology solutions: BPM, RPA, OCR, Analytics, AI, Blockchain and IOT?
·         Develop a culture of innovation to impact business results
Deena John, Senior Director Innovation at McDonald's

Deena John

Senior Director Innovation
McDonald's

Hauke Schupp, Senior Vice President Quality Control at Rushmore Loan Management Services

Hauke Schupp

Senior Vice President Quality Control
Rushmore Loan Management Services

Dr. Charles Brandon, Director Process Improvement Office at US Army

Dr. Charles Brandon

Director Process Improvement Office
US Army

9:35 am - 10:00 am Process Mining, the TRUTH before, during and after transformation

Sponsors:
StereoLOGIC


David Hadd, Senior Vice President Corporate Continuous Improvement at Webster Bank

David Hadd

Senior Vice President Corporate Continuous Improvement
Webster Bank

10:00 am - 10:30 am SOLUTION PROVIDERS DEMO DRIVE SESSION (EXPO HALL)

OPEX Week is all about making that critical connection to future proof your OPEX and transformation strategies. During this session, you will get the chance to hear from solution providers during a short pitch on their innovative solutions and how these can benefit your business transformation and OPEX visions.

10:30 am - 11:00 am Morning Break

Growth, turnaround & holistic transformation

IDG A

11:00 am - 1:00 pm Pivoting your business model through M&A and transformation strategies
  • Examining your business model and positioning in the industry ecosystem
  • Leveraging M&A to reposition yourself and develop new business models
  • M&A vs. transformation: What are the pros and cons?
  • New perspectives on business risks and business continuity
Reka Mishra, Managing Director, Transformation Office at SVB Financial Group

Reka Mishra

Managing Director, Transformation Office
SVB Financial Group

IDG B

11:00 am - 1:00 pm Developing a data strategy as a critical first step on your digital transformation journey

Bill Schrank, SVP, Sales at AntWorks

Bill Schrank

SVP, Sales
AntWorks

  • Rethink value creation by Incorporating customer perspectives with internal processes
  • Making sure improvements are truly aligned to your strategy and are sequenced correctly  
  • A key element of value creation: What outcome are we trying to achieve?
  • KPI realignment: Measuring the things that matter
Tina Dinger, Senior Vice President - Enterprise Project Management Office at Northwest Bank

Tina Dinger

Senior Vice President - Enterprise Project Management Office
Northwest Bank

Danielle R LaMancuso, ASQ CSSBB, Senior Business Process Engineer, Enterprise Project Management Office at Northwest Bank

Danielle R LaMancuso, ASQ CSSBB

Senior Business Process Engineer, Enterprise Project Management Office
Northwest Bank

IDG D

11:00 am - 1:00 pm Linking strategy planning to transformation execution
  • Prioritizing on investments and resources through strategic planning
  • Translating your strategy to every step and aspect of your execution
  • Developing the right capabilities for the transformation to move forward
Sally Toister, Senior Director, Operational Excellence, US & Canada at Marriott Hotels

Sally Toister

Senior Director, Operational Excellence, US & Canada
Marriott Hotels

IDG E

11:00 am - 1:00 pm Bringing together digital, lean and agile to transform at scale
  • Adapt to and continuously improve in the new digital world through digital, lean and agile transformation
  • Developing the strategic bridge between process and technology improvement
  • What are the key challenges in scaling up your transformation and how to avoid them? 
Laurie Brooks, Director, Global Business Transformation at HERE Technologies

Laurie Brooks

Director, Global Business Transformation
HERE Technologies

Process Transformation

IDG F

11:00 am - 1:00 pm Driving process and transformation ownership for end to end transformation
  • Becoming a transformation leader: Earning and owning your transformation
  • Let your people own the transformation! But exactly how?
  • Breaking down departmental silos to drive process ownership and transformation
Anu Pujji, Principal of Operational Excellence at Amazon

Anu Pujji

Principal of Operational Excellence
Amazon

IDG G

11:00 am - 1:00 pm A multi-layered solution to process transformation: Combining lean, design thinking, agile and RPA for the next generation process transformation
  • How to organically advance your transformation leveraging proven tools including lean, design thinking and agile
  • Developing new problem solving capabilities
  • What are the effective frameworks to embed automation in process improvement? 
Samantha Bureau-Johnson, Vice President, Business Process Solutions & PMO at BlueCross BlueShield of NC

Samantha Bureau-Johnson

Vice President, Business Process Solutions & PMO
BlueCross BlueShield of NC

IDG H

11:00 am - 1:00 pm Explore different approaches to develop CI capabilities across the company
  • Developing a roadmap from OPEX strategy to execution
  • What are the capability plans for the OPEX and CI roadmap
  • Driving OPEX and CI across the entire organization: It is here to say
Mike Faller, Senior Continuous Improvement Engagement Manager at Ameren

Mike Faller

Senior Continuous Improvement Engagement Manager
Ameren

IDG I

11:00 am - 1:00 pm Progressive OPEX: What happens after 10+ years of continuous improvement
  • How to continuously deliver improvement results year after year?
  • Seizing improvement opportunities brought by the change of business landscape
  • Re-aligning with new business objectives and strategies
Kristen Workman, Director Lean Office Transformation at Schneider Electric

Kristen Workman

Director Lean Office Transformation
Schneider Electric

IDG J

11:00 am - 1:00 pm Developing horizontal and vertical KPIs to drive end to end transformation
  • What are the right things to measure in process transformation
  • Integrate vertical KPIs to ensure efficiency and productivity
  • Develop horizontal KPIs to drive end to end process integration 
Vipul Vohra, Continuous Improvement at HPE

Vipul Vohra

Continuous Improvement
HPE

Digital Transformation

IDG K

11:00 am - 1:00 pm RPA to ROI: Where does your CoE start?
Sponsors:
iGrafx
Robert will lead the groups discussing:
·         Best practices to identify candidates for RPA
·         How to provide transparency into how and where RPA is being used
·         Managing change and our new bot workforce


Robert Thacker, Director, Global Product Marketing & Enablement at iGrafx

Robert Thacker

Director, Global Product Marketing & Enablement
iGrafx

IDG L

11:00 am - 1:45 pm Building analytics capabilities to drive OPEX and transformation
Sponsors:
Fortress IQ
·         The increasing role of data & analytics in the new OPEX reality
·         Going beyond reporting with your data – driving insights and empowering decision making through data
·         Integrating your data sets to ensure consistency and accuracy 


Beth Bourg, Senior Product Marketing Manager at FortressIQ

Beth Bourg

Senior Product Marketing Manager
FortressIQ

IDG M

11:00 am - 1:00 pm Unleash the hidden value for collaboration with a closer look at content management
Sponsors:
Liferay
·         A principle based approach in content management and collaboration
·         Finding communication tools that work the best for your transformation
·         Are you using the communication tools to their full potential?  


Ron Lingerfelt, Senior Account Executive at Liferay

Ron Lingerfelt

Senior Account Executive
Liferay

IDG N

11:00 am - 1:00 pm RPA & Cognitive computing: Achieving end to end intelligent automation
·         Understanding different roles of RPA and cognitive technologies in process optimization
·         Where does cognitive take over in the intelligent automation journey?
·         Going beyond the buzz to create business impact with cognitive capabilities
Shrikant Deo, Associate Director - Product Management at Edgeverve

Shrikant Deo

Associate Director - Product Management
Edgeverve

Craig Le Clair, Vice President, Principal Analyst at Forrester Research

Craig Le Clair

Vice President, Principal Analyst
Forrester Research

IDG O

11:00 am - 1:00 pm Driving next level business performance through BPM and RPA
Sponsors:
IBA Group
·         How is RPA and BPM complimenting each other to ensure long term business success
·         Embedding RPA in your BPM infrastructure to create maximized business result


Vladimir Jouravlev, Business Development Manager at IBA Group

Vladimir Jouravlev

Business Development Manager
IBA Group

Sergey Zlobich, Application Architect at IBA Group

Sergey Zlobich

Application Architect
IBA Group

Culture Transformation

IDG P

11:00 am - 1:00 pm Shifting to an agile mind-set
  • Develop a culture of innovation by shifting to a “fail safe” and “fail fast” mind-set
  • Improve organizational agility without losing accountability
  • What are the roles of leadership in developing an agile culture
  • Develop data-driven decision making processes
Mehul Mehta, Director, Business Optimization & Agility at GAF

Mehul Mehta

Director, Business Optimization & Agility
GAF

IDG Q

11:00 am - 1:00 pm Mergers and Acquisitions – Aligning cultures and processes
·         How to achieve sustainable cultural change after the first excitement or fear?
·         M&A mathematics:  is 1 plus 1 more than 2, or is it less than 1?
·         Did you ever think of values before thinking of Mergers?
·         Acculturation – or searching for a new common culture
·         What behaviours and experiences reinforce or conflict with a new common culture?
·         How well aligned companies must be internally prior to executing an M&A strategy decision?
Elke Hollmann, Head of Global Process Development at Stratec SE

Elke Hollmann

Head of Global Process Development
Stratec SE

IDG R

11:00 am - 1:00 pm Leverage diversity especially diversity of thought to drive transformation
·         How can a diversified workforce be more productive?
·         Creating an open and welcoming environment for all to foster innovation
·         Move beyond just a statement: The importance for leaders to walk the talk
Christy Hartner, Senior Vice President at Commerce Bank

Christy Hartner

Senior Vice President
Commerce Bank

IDG S

11:00 am - 1:00 pm Ensure sustainability for your improvement and transformation initiatives by focusing on mindset and behaviors
·         Building a holistic system of environmental support that allows an improvement culture to sustain
·         The important role of leaders in OPEX sustainability: How to keep them actively involved
·         Constantly upskilling and training the workforce to ensure the DNA is passed on
Sachin Ahuja, Senior Program Manager at Telus Communications

Sachin Ahuja

Senior Program Manager
Telus Communications

IDG T

11:00 am - 1:00 pm Transition change management: What if nirvana didn’t happen?
Jasmine will lead this discussion group to uncover the most common pain points in transition change management and aim to provide practical applications for attendees to take away with.
  • Why is your change management not sticking?
  • Dealing with the aftermath: What happens when communications fall apart?
Jasmine Yamasaki, Senior Change Manager, Enterprise Process Excellence at Intel Corporation

Jasmine Yamasaki

Senior Change Manager, Enterprise Process Excellence
Intel Corporation

Innovation & Business Agility

IDG U

11:00 am - 1:00 pm Driving innovation and a “fail fast” culture in large enterprises
  • You don’t need to reinventing the wheel all the time – exploring different innovation types
  • Are your innovation real innovation? - Deliver step change rather than incremental improvement
  • How are your innovations impacting the business on a strategic level?
  • The critical role of leadership in driving innovation at scale
Deena John, Senior Director Innovation at McDonald's

Deena John

Senior Director Innovation
McDonald's

IDG V

11:00 am - 1:00 pm Organizational redesign towards business agility leveraging systems thinking
  • Redesigning operating model to keep up with evolving business change and strategies
  • Restructure your organization towards business agility
  • Systems thinking accelerating business and digital transformation
Ruben Del Toro, Director Enterprise Continuous Improvement at Southwest Airlines

Ruben Del Toro

Director Enterprise Continuous Improvement
Southwest Airlines

IDG W

11:00 am - 1:00 pm Enhance partnership between technology and business to drive towards business agility
·         How to build business agility in your strategic planning?
·         Shortening the planning cycle and Linking the annual strategic planning to execution planning
·         Enabling faster response from IT by roping them in different stages
·         Breaking down departmental priorities and targets to enable enterprise thinking 
Ashu Malviya, Vice President, Global Transformation Office at American Express

Ashu Malviya

Vice President, Global Transformation Office
American Express

IDG X

11:00 am - 1:00 pm Aligning and developing customer centric KPIs into continuous improvement
Many companies put customer centricity as a key transformation goal yet few have specific action plans to execute and measure customer centricity. This session will discuss:
·         Aligning customer journey with internal processes
·         What are relevant customer centric KPIs to incorporate into your CI program
·         Transforming call centers into profit centers 
Stephane Deblock, Director, Business Process Management at Kaiser Permanente

Stephane Deblock

Director, Business Process Management
Kaiser Permanente

IDG Y

11:00 am - 1:00 pm Operationalize innovation to structure and implement new business models
·         From experimenting to scale up: What are the key considerations
·         Define the business case and push it through for implementation
·         How to operationalize innovation in the business model?
Uzair Rashid, Healthcare Strategy & Innovation at Fortune 10 Healthcare Innovations Company

Uzair Rashid

Healthcare Strategy & Innovation
Fortune 10 Healthcare Innovations Company

1:00 pm - 2:00 pm Networking Lunch

Track Sessions

Track A: Turnaround, growth & holistic transformation

2:00 pm - 2:30 pm Reinventing towards a customer driven and nimble organization: A Thomson Reuters case study
Powerful legacy and strong culture are great assets for any organization yet can hinder the steps towards modern transformation. Biju will share a mind blowing transformation journey he has been leading in Thomson Reuters to become more nimble, customer driven and think more like a start up:
·         Identify the need to change and opportunity to transform
·         Reinventing the organizational structure: From silo product focused to customer segment oriented
·         Changing the way of working: From a traditional hierarchical company to a nimble organization
·         Re-hiring for the right mind-sets and capabilities for the future
Biju Bhaskar, Global Head of Business Agility at Thomson Reuters

Biju Bhaskar

Global Head of Business Agility
Thomson Reuters

Track B: Process Transformation

2:00 pm - 2:30 pm Case study: Supporting rapid business growth though a multi-methodology OE approach
As a fast-growing, dynamic biotech company, Moderna has doubled its size in the past 2 years and OE is required to support the business growth. Rob will share the key learnings through their journey:
  • Introducing OE procedures, processes, policies and the governance structure into a dynamic fast faced business environment
  • A multi-methodology approach: Leveraging LSS, design thinking and PMO in different functions to maximize business results
  • Putting together the OE roadmap ensuring stakeholder alignment and communications
Rob Kenny, Senior Director Operational Excellence at Moderna

Rob Kenny

Senior Director Operational Excellence
Moderna

Track C: Digital Transformation

2:00 pm - 2:30 pm Case study: GM Financial “Two-Headed Monster” RPA approach: Leveraging a partnership between IT Services & Business Operations
·         The PEX/RPA journey at GM Financial
·         Focusing on the how: Identifying and prioritizing automation opportunities through joint partnership between IT and the Business
·         PEX & RPA as a key next step to maturing capabilities for process improvement and automation
·         Advancing process maturity through PEX and RPA
Adrian Terry, Vice President, Enterprise Services -- Process Excellence & RPA at GM Financial

Adrian Terry

Vice President, Enterprise Services -- Process Excellence & RPA
GM Financial

Track D: Culture Transformation

2:00 pm - 2:30 pm Turn it around! Establishing Operational Excellence “as a way of life” to drive Top Quartile business outcomes
This session will focus on how operational excellence can act as a key lever to:
  • Deliver consistent and sustainable performance improvements to achieve ambitious targets
  • Ensure there’s visible leadership commitment demonstrated through meaningful strategy translation and cadence
  • Reinforce that everyone is accountable for how their work contributes to business outcome
  • Empower staff at all levels to continuously improve their work
  • Use simple, clear and consistent language from the front line to leadership to deliver and improve day to day performance and ways of working 
Yr Gunnarsdottir, Operational Excellence/Continuous Improvement Deployment Lead at Shell International

Yr Gunnarsdottir

Operational Excellence/Continuous Improvement Deployment Lead
Shell International

Track E: Innovation & Business Agility

2:00 pm - 2:30 pm Case study: The keys to AT&Ts Agile Transformation
Have you wondered how large enterprises make the transition from waterfall to agile to SAFe®?  If you are a large enterprise, have you thought “that can’t happen here.  They just don’t understand how we work!”  Let’s look at how a 130+ year-old company with nearly 250,000 employees is making the shift.  Join the conversation as AT&T shares what is working, how success is being demonstrated, and where opportunity still exists.
  • Understand what AT&T has achieved in about a 2 year time-frame
  • View AT&T’s Approach to Implementing SAFe
  • Explore how AT&T’s Coaching Model drives consistency within engagements
  • Discuss how we have shifted from Leadership Support to Leadership Engagement
Candace Kelley, Director - Technology, Enterprise Agile Transformation at AT&T

Candace Kelley

Director - Technology, Enterprise Agile Transformation
AT&T

2:30 pm - 2:35 pm 5 minute changeover

Track sessions

Track A: Turnaround, growth & holistic transformation

2:35 pm - 3:05 pm Customer journeys and the data-driven transformation
Sponsors:
Signavio
Customer Journey uses and how data driven transformation can assist with true Operational Excellence to include:
- Process Mining
- Continuous Feedback through collaboration
- Customer focus as a pillar for projects


Brandon Gerig, Team Lead, Customer Success for North America at Signavio

Brandon Gerig

Team Lead, Customer Success for North America
Signavio

Track B: Process Transformation

2:35 pm - 3:05 pm Case Study: How MIT Lincoln Laboratory is Building A Culture for Continuous Process Improvement
Sponsors:
BusinessOptix
  • Explore the journey MIT Lincoln Laboratory is on to document and transform operational processes
  • Hear about the Business Transformation Office they established and why it is critical to their strategy
  • Gain insight into lessons they learned, benefits they have realized and future considerations


Dr. Viktors J. Muiznieks, Director Technology Innovation and Integration at MIT Lincoln Laboratory

Dr. Viktors J. Muiznieks

Director Technology Innovation and Integration
MIT Lincoln Laboratory

Philip Weinholtz, Engineer at Odyssey Systems Consulting Group/MIT Lincoln Laboratory

Philip Weinholtz

Engineer
Odyssey Systems Consulting Group/MIT Lincoln Laboratory

Track C: Digital Transformation

2:35 pm - 3:05 pm Choose Your Adventure: Three Tales of Digitization
Sponsors:
TrackVia
"Digitizing your operations" is a common ask across many companies these days, but every time it begs the question, "What does this mean?". TrackVia's session, "Choose Your Own Adventure" sets out to answer that question by sharing stories of how other companies have begun their "digitization" journey. The catch is that you get to vote on which stories you'd like to hear! 


Walker Fenton, Senior Vice President of Product at TrackVia

Walker Fenton

Senior Vice President of Product
TrackVia

Track D: Culture Transformation

2:35 pm - 3:05 pm Transformation Again…. Is your organization ready?
Sponsors:
ActiveOps
  • Service Operations are usually left holding the bag when transformation needs results
  • Ensure transparent, accurate operations information to provide the capability to execute
  • Ensure a proper plan and forecast the work for success
  • Organizations need an agile ability to accept change and succeed
See how Fifth Third Bank built an organization platform for change


Richard Jeffery, Chief Executive Officer at ActiveOps

Richard Jeffery

Chief Executive Officer
ActiveOps

Eleazar Acosta, Vice President, Director of Workforce Planning and Quality Control at Fifth Third Bank

Eleazar Acosta

Vice President, Director of Workforce Planning and Quality Control
Fifth Third Bank

Track E: Innovation & Business Agility

2:35 pm - 3:05 pm What the heck is intelligent automation?
Sponsors:
Pegasystems
As enterprises race to keep up with digitization and the demands of digitally native customers, intelligent automation offers a path to transform the operations of long-standing enterprises for the digital future. But with myriad technologies being called “intelligent automation”, it is easy to get intelligent automation backwards. Join Francis Carden to learn how to succeed with true end-to-end automation, the role of RPA andlow-code development in transformation, and how to navigate around the hype of RPA, AI, and other hot-button technologies and build a future-proof digital enterprise.


Francis Carden, VP, Digital Automation and Robotics at Pegasystems

Francis Carden

VP, Digital Automation and Robotics
Pegasystems

3:05 pm - 3:10 pm 5 minute changeover

Track sessions

Track A: Turnaround, growth & holistic transformation

3:10 pm - 3:40 pm A Prudential case study: Strategizing and executing large scale business and process transformation across five lines of business
This case study will share experiences from Prudential’s ambitious business transformation strategy and the 4 key pillars driving business impact:
  • Process excellence and continuous improvement: A bottom-up approach to drive process efficiency in local areas
  • Process reengineering and process design for new product launch: A top-down strategic view on enterprise wide process re-invention
  • Developing a holistic Digital Workforce framework
  • Building an innovation lab to apply new technologies and initiatives 
Ben Vesely, Director, Business Process Transformation at Prudential

Ben Vesely

Director, Business Process Transformation
Prudential

Track B: Process Transformation

3:10 pm - 3:40 pm Case Study: Hoshin Planning? Really?
Leaders prefer Management By Objective – it’s simple, directive, appears to be clear.  But reality is far more complex than top-down goals and pet projects. Learn how Wolseley Canada’s Supply Chain organization has embraced hoshin planning, sussing out the complexity in the plan prior to execution, tested, and adapted their strategy based on results.
·         Bring the “pay me now, or pay me later” complexities in a strategy to life
·         Simple tools you can use to manage the deployment and execution of objectives
·         Role of leadership: learning through execution vs “accountability”
·         Putting the customer at the center of your strategy
David Haigh, Director of Continuous Improvement at Wolseley Canada

David Haigh

Director of Continuous Improvement
Wolseley Canada

This panel will explore opportunities, best practices and lessons learned for full scale enterprise level digital transformation: 
·         Challenging the status quo with a relentless focus on efficiency with digital tools
·         Linking everything we do with customer experience:  Prioritizing through human centered design
·         Enabling colleague’s work by replacing manual work with RPA
·         Creating KPIs to align digital transformation with execution 
Michelle Joliat, Managing Director and Head, Wealth Digitization, Robotics, and Process Transformation at BMO Financial Group

Michelle Joliat

Managing Director and Head, Wealth Digitization, Robotics, and Process Transformation
BMO Financial Group

Samantha Bureau-Johnson, Vice President, Business Process Excellence & Project Management Offic at Blue Cross and Blue Shield of North Carolina

Samantha Bureau-Johnson

Vice President, Business Process Excellence & Project Management Offic
Blue Cross and Blue Shield of North Carolina

Nick Hoppenjans, Director, Operations Process Automation, Operations Services Transformation Office (OSTO) at US Bank

Nick Hoppenjans

Director, Operations Process Automation, Operations Services Transformation Office (OSTO)
US Bank

Track D: Culture Transformation

3:10 pm - 3:40 pm Case study: Reimagining and developing a strong and effective culture to fit your new business model

Terry Barnhart, Head of Process and Cultural Excellence at Sandoz

Terry Barnhart

Head of Process and Cultural Excellence
Sandoz

Track E: Innovation & Business Agility

3:10 pm - 3:40 pm Case study: When performance transformation met customer experience: We thought we were customer centric!
After leading Ericsson’s global performance management for nearly 2 decades, Nathan recently added a new role of Global Head of Customer Experience, which provides him a unique opportunity to review and redesign transformation framework and metrics using the real customer insights. This case study will share some of the obstacles he’s come across and interesting discoveries from this experience:  
·         Uncover what’s truly important for the customer and the mismatch between internal and external perspectives on customer experience
·         Re-prioritize performance transformation with the consideration of the customer experience
·         Overcoming the difficulties of change when new customer perspectives were provided 
Dillon Mahipala, Leader, Quality & Process Excellence at Ericsson

Dillon Mahipala

Leader, Quality & Process Excellence
Ericsson

3:40 pm - 4:10 pm Afternoon Break

Track sessions

Track A: Turnaround, growth & holistic transformation

4:10 pm - 4:40 pm What Personal Health Can Teach Us About Transformation
As a matter of strategy execution, holistic business transformation sits at the intersection of an organization's business model, operating model, and culture. Like personal health journeys, transformation efforts put sustainability at risk if they start off too aggressively or with a siloed focus. Creating sustained holistic change requires creating a clear vision, a measurable definition of success, a well-governed engagement model, and aligned execution strategy to enable your employees to successfully achieve your collective transformation goals. 
 
Join this session to hear lessons learned and reflections from the front lines of an ongoing large-scale transformation at MassMutual, one of largest insurance companies in the U.S.

Jennifer Orzell, head of workplace transformation at MassMutual Workplace Solutions will present alongside Pat Petitti, co-founder and Co-CEO of Catalant Technologies, a leading provider of strategy execution management software.
Patrick Petitti, Co-founder and CEO at Catalant Technologies

Patrick Petitti

Co-founder and CEO
Catalant Technologies

Jenn Orzell, Head of Workplace Transformation at MassMutual

Jenn Orzell

Head of Workplace Transformation
MassMutual

Track B: Process Transformation

4:10 pm - 4:40 pm Enterprise Architecture for Maximum Business Value
Sponsors:
BiZZdesign
In this session, Joe Geary (Vice President of Customer Value at BiZZdesign) will demonstrate how to maximize business strategy advancement, manage / mitigate PII data risk and optimize the run, in order to achieve operational excellence.  The presentation will focus on how Joe has been able to realize these outcomes by leveraging the BiZZdesign platform and a refocus of Enterprise Architecture efforts towards organizational value realization. The presentation will demonstrate real world examples that are fully achievable at your organization as well.


Joe Geary, Vice President of Customer Value at BiZZdesign

Joe Geary

Vice President of Customer Value
BiZZdesign

Track C: Digital Transformation

4:10 pm - 4:40 pm Approaching digital transformation differently: Organizational transformation and a new worker experience
As we enter the second wave of the 4th Industrial Revolution, the human-machine relationship will redefine and redesign work as we know it and demand new work practices optimized for the digital organization. Customer-centric, team-oriented, networked and agile – the emerging  organization will be a dynamic, business-digital ecosystem that must compete at the rating of learning. This will challenge workers and leaders alike to embrace and adapt to these changing structures, relationships, and new (formal and informal) ways of working.
 
Digital transformation is organization transformation – and it is more about engaging people in new work paradigms than it is about replacing them entirely. This session is for every business leader who has an interest in building the workforce of the future. 
Mimi Brooks, Chief Executive Officer at Logical Design Solutions

Mimi Brooks

Chief Executive Officer
Logical Design Solutions

Track D: Culture Transformation

4:10 pm - 4:40 pm Case study: The purpose, goals, plans, challenges and initial execution steps to rapidly scale OPEX (Lean, Six Sigma, Problem Solving) skills and disciplines throughout the US Air Force
Sponsors:
Opus Works
  •  The urgent need for consistency, and data driven decisions to transform to a digital Air Force
  • The obstacles and barriers that have had to be overcome so far, in order to succeed
  • Actions to-date that are enabling the high-speed ramp-up and high-quality results
  • The use of data to adjust, adapt and continuously improve the process
  • Plans, possibilities and strategic thinking for the next 2-5 years


Joe Crady, Chief of Training for Improvement and Innovation at US Air Force

Joe Crady

Chief of Training for Improvement and Innovation
US Air Force

Rob Stewart, President at OpusWorks

Rob Stewart

President
OpusWorks

Track E: Innovation & Business Agility

4:10 pm - 4:40 pm Case study: Scale up RPA rapidly with profound business impact: Key learnings from McKesson
Started in the shared services environment, McKesson’s RPA program has rapidly developed and scaled to over 100 processes across multiple business units and continents in just 2.5 years. This case study will shed lights on the approach and steps they have taken to achieve such great results:
·         Initiating robotics programs in shared service centers to show results quickly
·         Managing organizational change to pave the way or scaling up
·         Supporting global implementation through a strengthened infrastructure
·         Leveraging the resources from partners to scale up rapidly
Krishna Pericherla, Senior Manager, Automation Solutions at McKesson

Krishna Pericherla

Senior Manager, Automation Solutions
McKesson

4:40 pm - 4:45 pm 5 minute changeover

Track sessions

Track A: Turnaround, growth & holistic transformation

4:45 pm - 5:15 pm Nokia's Triple play of Business Excellence, Innovation, and Competence Scaling for Competitive Advantage
This case study showcases how Nokia’s quality transformation team delivers massive business value year on year since it’s initiation from 2012:
·         The foundation of Nokia’s quality transformation method
·         Leveraging evolving methodologies encompassing lean six sigma, design thinking and machine learning
·         A relentless focus on value delivery
·         Developing organizational quality competency 
Vic Nanda, Head, Quality Capabilities & Consulting at Nokia

Vic Nanda

Head, Quality Capabilities & Consulting
Nokia

Track B: Process Transformation

4:45 pm - 5:15 pm Cast study: Leveraging the Process Maturity Level (PML) model to uncover process waste, measure the unmeasurable and deliver bigger savings results in agile speed
  • Deploy the Process Maturity Level (PML) model across the enterprise functions to access the CPD (Cost of Poor Documentation) faster and identify the biggest improvement opportunities
  • Prioritization toolkit that objectively scores and effortlessly ranks your lean projects to support your fact based approach
  • Applying lean six sigma, agile and RPA tools to drive efficiency and improvement
  • Expanding the model with global foot prints of deployment
Tavis Addison, Head of Process and Quality Management at VW Credit

Tavis Addison

Head of Process and Quality Management
VW Credit

Track C: Digital Transformation

4:45 pm - 5:15 pm Case study: Covance’s end to end process optimization and digitization approach combining LSS, BPM and RPA
  • Applying Lean six sigma as core capabilities for operational efficiency 
  • The prevalence of technology supporting process excellence 
  • The dynamic of BPM, RPA and LSS working together to drive end to end process optimization
  • Covance’s end to end approach to reach the process excellence Utopia: From analytics, pain point, LSS, Kaizen to digitalization 
Michael Lamendola, Former Director, Operational Excellence and eProcess Solutions at Covance

Michael Lamendola

Former Director, Operational Excellence and eProcess Solutions
Covance

Track D: Culture Transformation

4:45 pm - 5:15 pm Case study: Using Mind Mapping in support of more robust business development
This will address how to use mind mapping to convert knowledge from tacit to explicit in support business development to:
·         Expand the capture process creating a picture to visualize competitors in the market
·         Advance an organization’s understanding of the current market
·         Identify gaps in business development processes to propose ways ahead
Dr. Cindy Young, Systems Engineer at Leidos

Dr. Cindy Young

Systems Engineer
Leidos

Track E: Innovation & Business Agility

4:45 pm - 5:15 pm Track closed for awards rehearsal

5:15 pm - 5:20 pm 5 minute changeover. All track attendees move back to the plenary room.

5:20 pm - 6:00 pm Keynote: Making business more human to build your new X-factor for the future: Embracing and driving change

Change is the new normal. The pace at which industries and customer expectations are evolving isn't slowing any time soon. Driving business results is now dependent on your ability to not only "manage" change, but to embrace it, feel energized by it and proactively seek to drive it. The companies that figure out how will grow and thrive. The ones that don't will experience a slow decline into obsolescence. This keynote session will walk through the industry change that Walgreens has gone through and the transformation strategies they are leveraging to navigate through the change. In addition, Brian will share his passion for leading change and bring an authentic story on the human side of transformation!
·         The need of finding new ways to drive productivity and growth in today’s drastic market change
·         Driving innovation and building an agile way of working to create tomorrow’s competitiveness
·         The human side of the transformation: Our journey of leading change amongst Walgreens’ 220,000 employees
·         Finding the new X-factor in the mind-sets of your people
Brian Kedzior, Senior Director, Organizational Development and Change Management at Former Walgreens

Brian Kedzior

Senior Director, Organizational Development and Change Management
Former Walgreens

6:00 pm - 6:30 pm OPEX Week Global Awards (Open to all conference attendees)

Join the conference attendees, awards judges and finalists to find out who the winners and runners-up are in the Global OPEX 2020 Awards. With 9 transformation categories including Transformation Leader of the Year,
You’ll be finding out who’s the best of the best for this year.  There’s still time to apply, write to us at opexawards@iqpc.co.uk
Steve Towers, Founder and Chief Executive Officer at BP Group

Steve Towers

Founder and Chief Executive Officer
BP Group

James Dodkins, Principal Consultant at BP Group

James Dodkins

Principal Consultant
BP Group

6:30 pm - 6:30 pm Platinum OPEX Week Global Awards Reception: Celebrating 21 years of excellence

OPEX Global Awards has been an integral part of the OPEX community for the past 21 years, recognizing and celebrating the most innovative, inspiring and the boldest OPEX best practices, teams, and transformation leaders.  Join our award winners, finalists and all of those who live and breathe transformation and excellence in this special evening and raise your glass to those who have been inspiring us for the past 21 years.