Tuesday: Pre-Conference Workshops & Opening Keynotes
7:00 am - 8:00 am Registration
Workshop A1 - A10 (Choose 1 to attend)
8:00 am - 9:20 am A1: Key building blocks for turnaround and growth-driven transformation
· Aligning customer experience and demand with process transformation strategy
· Understanding and leveraging People, Process and Technology to drive successful transformation.
· Reducing risks and addressing challenges in growth and transformation - how to identify risks early, future-proof process, and plan for sustainable success.
J-M ErlendsonBusiness Process Architect
8:00 am - 9:20 am A2: Planning your transformation initiative from strategy to execution: A practical approach
· Implement business structure modelling to align strategy with execution
· Define your strategy and transformation with crystal clarity and communicate to different levels across the organization
· Effective ways to drive change through an integrated business architecture
Terry RoachFounder and Chief Executive Officer
8:00 am - 9:20 am A3: Establish a structured cycle of improvement during your transformation
- Create a framework for organizational thinking and the path of thinking – drawing on what perfection looks like
- How can you train your workforce for OPEX? Critical factors for developing technical skills across the organization
- Understand and evaluate formal problem solving; transparent obstacles to problems and challenges
- Incorporating learner, coaching and leadership activities as a critical success factor to OPEX success
- Discussing the role of technology as a tool assisting, not replacing, human involvement, and the application of design tools to optimize the program output
Peg PenningtonPresident; Instructor, Center for Operational Excellence, Ohio State University
8:00 am - 9:20 am A4: Accelerating your digital transformation through PEAD (Process Excellence and Automation Deployment) framework
As automation (RPA, BPMS, and AI) is playing an increasingly important role in process and technology transformation initiatives, transformation leaders have great opportunities to drive significant savings through both automation and process excellence tools such as Lean Six Sigma. Yet, there’s a lack of an existing framework to integrate the two for maximized impact. This workshop will provide an approach and framework that has been proven in:
· Laying a good process foundation with lean six sigma and continuous improvement
· Examining the next level improvement opportunities with RPA, BPMS, AI
· Taking industry best practices to integrate process improvement opportunities with automation initiatives
· Maturing your process journey from lean six sigma to end-to-end process re-engineering and digital transformation
· Experiences and lessons learned through the LexisNexis digital transformation journey
Ashutosh ChaudhariDirector, Center for Automation and Process Excellence
8:00 am - 8:20 am A5: Scaling up RPA with cognitive capabilities: A new quest for speed, efficiency and intelligence
Many companies are taking advantage of Robotic Process Automation to automate manual tasks, remove bottlenecks and increase efficiency. However, pioneering companies are taking this to the next level by incorporating cognitive capabilities into RPA to enable more autonomy, intelligence and unlock the next level of speed and efficiency. This workshop will provide practical methods and valuable insights in building these capabilities:
· Extending the RPA reach through cognitive capabilities: Where do you start?
· Identifying the key business areas and processes where cognitive capabilities will make the most impact
· Developing cognitive capabilities such as natural language processing and machine learning
Sateesh SeetharamiahVice President and Global Product Head of AssistEdge
8:00 am - 9:20 am A6: Process Mining, Mapping and Automation: Deliver process excellence for a digitally transformed world
As most mature continuous improvement programs will attest, deploying manual process mapping methodologies can be time-consuming activities that are prone to gross inaccuracies due to stakeholders’ and subject matter experts’. Subjectivity, partiality, limited scope, or poor visibility within a given process. Process mining is an emerging technology and discipline that seeks to correct these critical flaws in traditional process mapping by using computational algorithms that can quickly and objectively reengineer process models solely from event logs without using any other a priori information. These process models can be further enriched with attribute data to enable advanced data exploratory and mapped to your overall process landscape. Furthermore, process mapping creates the foundation to build an end-to-end automation strategy for cross-application, human-centric workflows with a low-code approach. Combining Process Mining and Workflow Automation results in high user adoption and quick, consistent ROI delivery.
● Understand the core concepts of process mining: discovery, conformance, and enhancement
● Map and publish processes throughout your organization
● Automate human-centric workflows with a low-code approach.
● How to leverage process mining and workflow automation in an integrated approach
Robert HutterFounder & CEO
8:00 am - 9:20 am A7: Choosing change and dissolve resistance and barriers to change
April has been a change leader for the past 20 years in different organizations. Her work was recognized by Professor Kotter in 2011. In this session, she will outline techniques you can use right away to drive your change forward effectively:
- Driving change vs. driving people
- Creating "change buffers"
- Identifying and dissolving excuses and other barriers to change, including "becoming the power to create change", finding the boundaries, and exposing and challenging an array of assumptions
- A simple way to form and articulate a goal statement for your change
Jasmine YamasakiSenior Change Manager, Enterprise Process Excellence
Patrick CounihanBusiness Transformation & Operational Excellence Leader
8:00 am - 9:20 am A8: Developing problem solving capabilities to shift the culture
This workshop will share key learning on cultural transformation from 15 countries in Pharmaceuticals and Finance industries.
- Establishing a learning support system across tiers: Tools Workshops, Action Coaches, Role Model Leaders, and Change Agents
- Balancing standard work capabilities with local needs: Lean, Agile, Design Thinking, OD, Six Sigma, Kaizens
- Selecting “pull” problems that resonate: Strategy, CI, RPA, DFSS, Leader Time, High Performing Teams
- Planning for scaling, sustainability, and reaching a Tipping point
- Problem solving at all levels
Sameer AnandDirector, Enterprise Agile Coach
8:00 am - 9:20 am A9: Leverage agile transformation to speed up time to market in the digital age
An agile approach drives increased implementation speed, which translates into reduced time-to-market especially when leveraged in new product development. This session will combine key principles of agile and innovation in product development to delivering this outcome.
· Combining lean and agile approaches in establishing new processes for your new product and services
· Achieving more accurate and rapid product development cycles through the agile way of prototyping and launching
· Developing a new team structure to support agile product development
Tim McCrackenGeneral Manager, Americas
8:00 am - 9:20 am A10: Towards business agility: Re-envisioning the way you work
Many companies are recognizing business agility as a core competitive advantage for the future, but few have the concrete know-how to drive business agility at the enterprise level. This interactive workshop will provide content, case studies and hands-on exercises for the attendees to understand this new way of working and take away valuable nuggets for driving it forward.
- Start with a clear definition: How business agility puts many of today’s business buzzwords (e.g., Agile, Lean, DevOps, Digital, Design Thinking) into a shared context
- Understand the key obstacles in achieving business agility and how to overcome them
- Learn the key organizational capabilities you need to develop to enable business agility
- Identify common mistakes in business agility transformation to avoid them along the way!
Susan MarriconePMO Director, Business Agility and DevOps Transformation
9:20 am - 9:50 am Morning Break
Workshop B1 - B10 (Choose 1 to attend)
9:50 am - 11:10 am B1: This session is combined with workshop B7.
If you have selected this workshop, please head over to the room where workshop B7 is hosted.
9:50 am - 11:10 am B2: What every leader needs to know about the state of strategy execution
· Overcome the prevalent challenges with strategy execution
· How to assess the maturity of your strategy execution
· The methods you can use to increase your likelihood of success
· How a strategy execution platform can resolve the common challenges you’re facing
Tyler McBethPre-Sales consultant
9:50 am - 11:10 am B3: Finding the true north for your transformation
IpX focuses on enterprise-wide changes that ensure sustainable digital transformation and functional business improvements. We provide the True North for you to navigate the journey of complexities within today's environment with an end-to-end ecosystem assessment of the people, processes, and digital footprint of your global enterprise. Our interactive workshop creates awareness on 3 key principles of configuration management:
· Effective dates determine when documents and parts can be used
· Documents lead, parts follow
· Planning is the only way to control part usage in operations
Institute for Process Excellence (IpX)
9:50 am - 11:10 am B4: The Four Pillars to exceeding customer expectations through continuous process improvement
As customer expectations keep rising and competition keeps growing, companies are feeling the urgent need to transform how they are run. While traditional Lean can be effective, it is often time-consuming with certain solutions taking years to implement. Learn how a new approach to Lean can help your company drive bottom-line results more quickly and achieve team-wide adoption more easily.
You’ll hear first-hand how, in just a year, Lighthouse Electric Company achieved a company-wide digital transformation that helps them tackle some of the most technically challenging projects in their industry by combining Lean and rapid application development (RAD) – and how you can too.
· How to combine the 4 pillars of Lean with rapid application development to quickly yield bottom-line results
· Tested strategies to implement continuous process improvement and make it the unifying force across your organization
· Actionable insights on how people closest to the work, regardless of technical background, can automate processes and gain more data insights on an easy to use, scalable platform
Kirk TrachySenior Solution Engineer & Evangelist
Robert SalajDirector of Operational Excellence
9:50 am - 11:10 am B6: An agile approach to enable digital transformation
Markus Zirn Vice President, Business Development Workato
Andrew Torpey Director of Operational Excellence Veyo
Markus Zirn Vice President, Business Development Workato
Andrew Torpey Director of Operational Excellence Veyo
9:50 am - 11:10 am B7: Ensuring culture and process alignment post M&A
9:50 am - 11:10 am B8: Becoming a transformation leader: Earning and owning your transformation
9:50 am - 11:10 am B9: Big ideas without big risk: Scaling innovation with disruptive thinking
In this hands-on workshop, Susan will share proven frameworks to help you develop disruptive innovation without taking huge risks. Through her energetic presentation and immersive discussions, executives will learn how to:
· Create solutions with higher, longer-lasting growth and performance
· Ensure end-to-end risk management
· Implement a repeatable innovation operating system
Susan ReedFounder and Chief Executive Officer
9:50 am - 11:10 am B10: Breaking down organizational silos and creating a culture of continuous improvement with root cause analysis and design thinking
Leaders are experiencing increased pressure to move faster and more efficiently. Often improvements are attempted through organizational redesign. Redesign is a valid approach however the scope and approach is often lengthy, costly, and benefits are short lived because the real barriers are not addressed. Improved speed and efficiency can be achieved through effectively empowering individuals with tools and methods for identifying barriers and partnering with these teams to remove them.
In this workshop learn how one organization, starting with a concentrated effort to improve customer experience, empowered a cross functional team who uncovered people, process, and technology, pain points and their root causes. Learn what enabled barriers to be removed that increased speed and delivered efficiency, also learn what was not able to be implemented and why.
Key Takeaways from this workshop:
- Become familiar with tools and methods of root cause analysis and design thinking for driving improved organizational performance
- Review an organizational improvement case which broke down silos and delivered significant business value
- Walk away with actions for helping your leadership leverage root cause tools to identify organizational barriers, and use design thinking to help your organization move faster and more efficiently
Monica StittFormer Director Strategy, Planning and Program Operations
11:10 am - 11:40 am Networking Break
Workshop C1- C10 (Choose 1 to attend)
11:40 am - 1:00 pm C1: Why digital transformations fail?
Digital transformation is more important than ever now that we're in the Fourth Industrial Revolution, where the lines between the physical, digital, and biological worlds are becoming ever more blurred. But fully 70 percent of digital transformations fail. Why? Tony Saldanha, a globally awarded industry thought-leader who led operations around the world and major digital changes at Procter & Gamble, discovered it's not due to innovation or technological problems. Rather, the devil is in the details: a lack of clear goals and a disciplined process for achieving them. Tony will share more details in this workshop with content covered in his book “Why digital transformation fail”
- Introducing a five-stage process for moving from digitally automating processes here and there to making digital technology the very backbone of your company
- For each of these five stages, Saldanha describes two associated disciplines vital to the success of that stage and a checklist of questions to keep you on track
- Sharing case studies to show how digital transformation can be made routinely successful
Tony SaldanhaFormer Vice President, Global Business Services, Next Generation Services
Procter & Gamble
11:40 am - 1:00 pm C2: Transforming business DNA through AI to drive growth
- Taking an enterprise architectural overview to holistically design your transformation strategy and ensure it’s linked with business goals and stakeholder needs
- Human Capital Development with crystal clear competency metrics that are role based to change the company DNA
- Redesign organizational structure with the business architecture in mind starting from the top of the organization
- Developing robust risk management system to ensure business continuity
- Implement the management system to integrate all organizational development to drive continuous improvement and deliver sustainable results
Beth BourgSenior Product Marketing Manager
11:40 am - 1:00 pm C3: Achieving end to end process excellence with an adaptive approach: Combining Lean Six Sigma, Design Thinking and Robotics to tap your potentials
· Getting the first steps rights: Evaluating and realizing improvement opportunities across the entire organization
· Creating your own methodology from proven methods such as lean six sigma, design thinking
· Best practices in delivering results through multiple levers
· Breaking down the silos to create end to end processes
· Reengineering and integrating RPA, BPM and BPO: Challenges and successes
Vic NandaHead, Quality Capabilities & Consulting
11:40 am - 1:00 pm C4: Leverage systems thinking to align strategy to OPEX transformation
Problem Solving and Project thinking gives way to Process Design and Process thinking, gives way to mass self-directed Synchronization with Systems thinking. In this insights-driven and story packed workshop, you’ll learn the key principles in strategy and OPEX alignment how systems thinking and process design methods can be used to create the tight alignment.
· Create a tight alignment between strategy and OPEX transformation through systems thinking, process design and re-engineering
· Share proven methods in aligning strategy, operations and processes
· Visualizing and operationalizing strategy for your employees at different levels
· Determining and implementing key metrics for success
Peter EvansGlobal Continuous Improvement Director
11:40 am - 1:00 pm C5: Agile transformation: How not to fail at scale
This workshop is carefully designed to help attendees gain insights and practical tools required for them to start and scale agile transformation in their organizations. Led by Kishore Kandru, who has recently set up CSAA’s RPA program from ground up and scaled it to enterprise level with lean and agile principles. The 90min workshop will also feature interactive exercises for you to learn powerful concepts in action. Key learning points include:
· How to start small no matter how large your organization might be
· How to identify and engage business stakeholder and deliver incremental value
· How to learn from your initial wins and scale it to the whole enterprise in an agile way
· How to keep your program and team agile and not slide back to old phenomena
Kishore KandruEnterprise Business Architecture
CSAA Insurance Group
11:40 am - 1:00 pm C6: Embracing Digital Transformation: customer obsession, agile mind-set and impact-driven technology deployment
We hear a lot about Digital transformation from different perspectives, but many companies understand that`s focused on a new tool or automation. However, real transformations have different pillars and requires a balance over them for a successful implementation:
- Customer Obsession and Agile mindset as basic enablers;
- Technologies and how to use them – from buzzword to real impact – RPA, ML, AI, Data mining
- People – managing behavior, competence and culture in a continuous changing environment.
- Knowing what your strengths and areas for improvement are in your transformation path
- How to balance the pillars towards a successful Digital transformation
Jose TeixeiraDirector of Process Management and Center of Excellence
Dillon MahipalaLeader, Quality & Process Excellence
11:40 am - 1:00 pm C7: Introducing research proven metaphors and neuro-linguistic methods to manage change
Research and anecdotal results have shown there is a need for newer methods to introduce and manage change to gain acceptance instead of resistance. In this workshop, two prescriptive methods will be presented and discussed:
- Introducing the methods of Metaphors and Neuro-linguistic patterns as new prescriptive methods for creating successful organizational change
- Demonstrating new quantitative research results within an actual organization to prove how they have worked
- Hear how they were recently quantitatively tested to show both immediate and sustained change effects of acceptance
Mary Sanders Ph.D.Visiting Professor
11:40 am - 1:00 pm C9: Make people become windmills in your organization: Four foundational leadership skills and three innovative techniques
When Anne wrote her first book about a coaching model for lean six sigma, she received feedback that these techniques and concepts are not just applicable to lean six sigma implementation and to coaching, but could be more broadly applied to project and people management. Starting from that point, Anne united the learnings she got from her Master Black Belt and PMP certifications and her accreditation to administer the MBTI (Myers Briggs Type Instrument), and wrote her second book about bringing process, project and people together to manage resistance. In this workshops session, she will share the key skills and techniques required to drive change and innovation with abundance of examples through her own experience.
- The windmill analogy: Creating energy from resistance rather than opposing against it
- Gaining insights and practicing the five foundational leadership skills: 1) Positive thinking 2)Ability to ask questions 3) Focus on the outcome 4) Problem solving 5) Leading by example
- Learning and exercising the three innovative techniques: 1) a platform for peer to peer recognition 2) the power of reverse evaluation 3) collaborative problem solving
- Examples sharing: What have I learned when practicing these skills and techniques in Société Générale
Anne PontonHead of Operations Project Team
11:40 am - 1:00 pm C10: Develop a culture of human-centred innovation by incorporating design thinking into your continuous improvement culture
· What get you here will not bring you to the next level: “The best must get better” mentality for continuous improvement
· Developing true value stream mapping for process reengineering: What does it look like?
· Incorporating Agile and Design thinking as part of the Continuous Learning and Improvement initiatives
· Driving the culture change to make long lasting business impact
David MarlowDirector of Transformation & Innovation
1:00 pm - 2:00 pm Lunch Break and Registration for Non-Workshop Attendees
2:00 pm - 2:15 pm OPEX WEEK: Business Transformation World Summit 2020 - Opening
2:15 pm - 2:25 pm Chair's remarks
2:25 pm - 3:15 pm BIG IDEAS KEYNOTE: Leadership & Diversity
In this keynote session, General Ann Dunwoody will share leadership lessons and strategies that she has learned through her career which lead her to become the country’s first female-four start General that have the greatest application for business leaders and transformation leaders today.
· Dream big and try to make a difference no matter what
· What does "right" look like?
· Some simple yet difficult principles for leaders
· Don’t just be the best female leader but be the best leader
General Ann DunwoodyFirst ever Female Four-Star General, Retired Commander of U.S. Army Materiel Command
Author of A Higher Standard
3:15 pm - 3:50 pm KEYNOTE PANEL: The next frontier: Leveraging diversity of thought to drive innovation and purposeful transformation
It is proven thatdiverse and inclusive companies drive better business performance. In addition to demographic diversity, today’s transformational organizations have the opportunity to harness a more powerful and nuanced kind of diversity: diversity of thought. This keynote panel will shed lights on how transformation leaders are leveraging diversity of thought to generate innovation, facilitate collaboration and ultimately drive meaningful and sustainable transformation.
- What can we learn from the “brain in the jar” scenario – How to be agnostic in demographic and political affiliations when it comes to diversity and inclusion?
- Partnering strategic thinkers, risk takers with change managers to form your transformation A-team
- Foster equality, belonging and transformational culture through a diversified workforce
Mia LeondakisVice President, Business Transformation & Automation
Sheila MontneyAssistant Vice President
Angie FearnSenior Vice President, Head of Talent Acquisition
Jasmine AhmedSenior Vice President, Transformation
3:50 pm - 4:20 pm Afternoon Break
3:50 pm - 4:20 pm Book Signing by Robert Hutcherson "Organizational Optimization"
The newly released book "Organizational Optimization" presents a new way of strategically optimizing any organization and getting the biggest bang for their budgetary buck. In a world where leaders are consistently under pressure to produce better results, "Organizational Optimization" provides a framework and guidance for any organization whether an international conglomerate, a federal agency, a city, a professional sports team or an
entrepreneurial organization looking to optimize their true potential.
Mr. Hutcherson is the owner of Optimize Consulting, a organizational improvement firm providing strategic improvement solutions. Robert has been very successful at improving federal and commercial organizations to include over $2 billion in cost savings plus has been associated with multiple Pentagon-level improvement awards. One of his projects won two awards to include best enterprise-level project in the U.S. Army in 2012 netting over $905 million.
Robert HutchersonAuthor of "Organizational Optimization", Chief Executive Officer & Founder
3:50 pm - 4:20 pm Book Signing
4:20 pm - 4:45 pm KEYNOTE CASE STUDY: Building Brick and Mortar resilience in the age of e-commerce
Walmart remains its No. 1 position on the 2019 Fortune 500 list, against the backdrop of massive disruption in global retail industries. This keynote session will be a rare opportunity to shed light on how Walmart is transforming itself and building resilience through developing operational excellence and agile organization.
· Reinventing the business model: the omni channel shopping experience
· Building organizational resilience and strive for operational excellence
· The Walmart Performance System: Leveraging culture to advance the process maturity
· Key steps/lessons learned from the Walmart Supply Chain Operational Excellence Journey
Greg SmithExecutive Vice President, Supply Chain
Chris GloverVice President NA Supply Chain, Walmart Performance System
4:45 pm - 5:10 pm PLENARY SESSION: Developing and strategizing AI capabilities to create business value
· Drive breakthrough products, services and processes through AI capabilities
· Why is AI the next natural step for RPA to create exponential business value
· Where do you start to build AI capabilities internally
Prabhdeep (PD) SinghHead of AI Products
5:40 pm - 5:55 pm CLOSING SUMMARY: Business transformation 2020: From vision to reality
6:00 pm - 7:30 pm OPEX 2020 Drinks Reception - Sponsored by UiPath
Join us for the 21 years of OPEX, 'Bourbon and Beer' party at Omni Orlando. Expect, Bourbon and Cigar tasting, beer, wine, canapes, music and more. A great evening to network with your peers.
Sponsored by UiPath