August 26 - 29, 2019 | San Diego

Conference Day 1 - 08/27/2019

7:00 am - 8:00 am Registration and Welcome Refreshments

8:00 am - 8:10 am Chair's welcome address

Amber Brown, Director, Strategic Initiatives at Union Bank

Amber Brown

Director, Strategic Initiatives
Union Bank

Donna Handley, President of our East Region (Backus and Windham Hospital), Senior Vice President at Hartford Healthcare

Donna Handley

President of our East Region (Backus and Windham Hospital), Senior Vice President
Hartford Healthcare

Mohamed Saleh, Director of Operational Excellence and Senior Lean Sensei at Hartford Healthcare

Mohamed Saleh

Director of Operational Excellence and Senior Lean Sensei
Hartford Healthcare

8:30 am - 8:55 am Keynote: Stimulate change: Rethinking technology in a legacy company

Modernizing corporate IT means correcting the sins of the past to invigorate and innovate for a future with a competitive advantage. Procter & Gamble’s CTO Alan Boehme draws on his wealth of experience to explore how legacy companies can transform through the collaboration of people, process and technology to push beyond standardized practices, and move forward. In this session, explore the importance of reevaluating the relationship between IT and the business, in order to successfully implement an enterprise-wide agenda.
Alan Boehme, Global Chief Technology Officer at Procter & Gamble

Alan Boehme

Global Chief Technology Officer
Procter & Gamble

8:55 am - 9:20 am Keynote: How Walmart is transforming its supply chain by creating and implementing an OPEX Culture

Many transformation initiatives today offer the opportunity to reduce costs and time, maximizing efficiency and improving overall customer experience. However, redesigning whole supply chain processes can present several logistical and potentially expensive challenges for established retailers. Culture becomes an important factor to be able to tackle those challenges, inciting necessary change, and becomes an effective tool to drive implementation. Join Chris in this session to:
  • Understand the disruption facing the retail industry, and how as a leader you can affect change
  • Establish a performance system that brings in best practices from methodologies like TPM, TPS, and Lean Six Sigma
  • Identify the need to develop a strategy for implementation beyond the tool
  • Sustain the results of process change through culture change
Chris Glover, Vice President Supply Chain Performance at Walmart

Chris Glover

Vice President Supply Chain Performance

9:20 am - 9:45 am Networking Game

9:45 am - 10:10 am Keynote: Automated process mining – the key to success for RPA and transformation projects

Reducing risk is central to any transformation project. With practical examples, this session will give you insight into how to deliver projects faster and with higher ROI.
  • Accelerate preparation of processes for RPA and increase FTE savings
  • Reduce risks and costs of transformation projects.

10:10 am - 10:35 am Keynote: Embracing transformation to deliver OPEX: How the town of Cary is adopting combined strategies to serve its citizens

Unless you’re the town of Cary, few municipalities are known for their seamless interactions with their citizens. Back in 2015, Cary was the same until Nicole Raimundo began digitally transforming the town’s manual labor to maximize efficiency. Over the past 4 years, Nicole has began eliminating more than 100 disparate legacy applications used within the public services, from full trash cans and malfunctioning traffic lights to using Salesforce for internal collaboration, and for tracking and managing public works requests and related work orders. Join Nicole to hear how the municipality is saving time and money through a more technology enabled strategy, and its citizens are benefiting from a more responsive government.
Nicole Raimundo, Chief Information Officer at Town of Cary, Municipality

Nicole Raimundo

Chief Information Officer
Town of Cary, Municipality

10:35 am - 11:00 am Keynote

Session hosted and reserved by client speaker of UiPath

11:00 am - 11:25 am Demo Drive

Don’t miss this engaging session where participants 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.

11:25 am - 11:45 am Take a moment and network

Digital Transformation


11:45 am - 1:15 pm Lessons learned from scaling up automation

  • Understand your internal process excellence when it is exposed to your customers
  • How to optimize and standardize your processes on a global scale
  • What we’ve learned – the downsides and benefits to robotics


11:45 am - 1:15 pm Digital Transformation: how to maintain your company's essence
  • Develop an ecosystem with no true center
  • Create a network enabled by technology to drive innovation
  • Drive transformation initiatives through employee experience


11:45 am - 1:15 pm Build and develop within your infrastructure; the value of automation
  • The value of process redesign; the input and output of customer interaction
  • Identify sustainable digital transformation to reduce road-mapping issues and downtime
  • Explore how to add profitability in a low capital environment
  • Streamline your applications to increase process productivity and efficiency
John Cottongim, Director, Automation at Mars

John Cottongim

Director, Automation

People Element


11:45 am - 1:15 pm Practical takeaways to drive sustainable change management initiatives
Vic Alexanian, Director, Business Improvement at CME Group

Vic Alexanian

Director, Business Improvement
CME Group

  • Engage key stakeholders to institute ownership
  • Build a library of tools to influence varying behaviors to sustain change and shifting culture
  • Establish realistic goals, and reward progression
  • The importance of governance beyond the initiatives
  • Adopt a simplistic view, establish the basics
  • Create a platform to engage employees across different generations and experiences
  • Spread a positive effect of change – engage from the bottom up
Donna Handley, President of our East Region (Backus and Windham Hospital), Senior Vice President at Hartford Healthcare

Donna Handley

President of our East Region (Backus and Windham Hospital), Senior Vice President
Hartford Healthcare

Mohamed Saleh, Director of Operational Excellence and Senior Lean Sensei at Hartford Healthcare

Mohamed Saleh

Director of Operational Excellence and Senior Lean Sensei
Hartford Healthcare


11:45 am - 1:15 pm Exploring the changing habits of your customer through data
Customer’s preferences are collected through various surveys. But are they really telling us what are their future needs and wants?
This roundtable will focus on:
  • How to anticipate customers changing behavior
  • Whether the data we collect today will help us predict their next move


11:45 am - 1:15 pm Digital Talent – delivering on the new capabilities you need for your supply chain
  • Explore the digital transformation workforce trends within manufacturing
  • The importance of a multidisciplinary agile team within your distribution centers - changing skillsets, capabilities and future requirements
  • Uncover latent talent within the business to overcome skills deficit
Fernando Bernasconi, Vice President Operations at Palecek

Fernando Bernasconi

Vice President Operations

Process Improvement


11:45 am - 1:15 pm Establish metrics for your continuous improvement strategy
  • Process specific performance vs enterprise unified performance focus across the business
  • Measure customer experience and overall satisfaction
  • How to establish employee development and engagement
  • Learn how to add visual management to your work place
  • Understand what makes a bad KPI - assessing the quality of your KPIs
Shane Wentz, Director, Continuous Improvement at Radial

Shane Wentz

Director, Continuous Improvement


11:45 am - 1:15 pm Process mining: a practical guide to the benefits and its implementation
  • Identify what you can expect from a process discovery project
  • Explore how to integrate process mining solutions within your current systems
  • Existing case studies on measurable business benefits
Lars Reinkemeyer Dr., Global Process Mining Lead at Siemens

Lars Reinkemeyer Dr.

Global Process Mining Lead


11:45 am - 1:15 pm Avoid the hype: Decode strategies for an enterprise-wide synergy
  • Leverage process data to identify opportunities for transformation and improvement
  • The importance of an enterprise-wide approach in a highly regulated environment
  • Learn how to translate strategies to impact the organization
Suryendu Bhattacharya, Senior Vice President, Business Strategy at US Bank

Suryendu Bhattacharya

Senior Vice President, Business Strategy
US Bank

1:15 pm - 2:15 pm Meet and greet

Lunch & networking for all attendees. Join us for lunch in the exhibition hall and take it to the next level. A chance to win prizes, all the while making new connections!

2:15 pm - 2:55 pm Panel: Separating reality from hype: measuring the ROI on your digital transformation initiative

Digital transformation has become a vital part of operational development in businesses of all shapes and sizes. For example, RPA plays a part in the majority of transformations across industries, but is the technology-darling living up to the hype? 57% of companies have leveraged RPA in some capacity, but of those who have, only 12% report meaningful scale and nearly all report technology, licensing, and enablement challenges in their deployments, whilst 30-50% of initial RPA projects fail. Join this session to hear 3 leaders discuss their viewpoints on:
  • The bridge between traditional work flow to technological implementation
  • The hurdles in achieving true scale and transformational benefit
  • How to explore new use cases for speed of execution and sustainability beyond technology
Franklin Davis, Principal Operational Excellence Leader at Genentech

Franklin Davis

Principal Operational Excellence Leader

Dan Jarmel, Principal Director, Process & Quality Excellence at Pacific Gas and Electric Company

Dan Jarmel

Principal Director, Process & Quality Excellence
Pacific Gas and Electric Company

Track A: Digital Capability in OPEX

2:55 pm - 3:25 pm Case Study: How Kaplan Professional "Reigned" in its Production Process by Digitizing
For Kaplan Professional content is king. When manual processes slowed down production for 3,200 products across 15 product lines, Kaplan Professional risked delays in course delivery to its nearly half a million professional students. In this session, you'll learn how Kaplan Professional digitized its development and production lifecycle in concert with its Six Sigma LEAN methodology across 18 departments, which has significantly improved productivity and enhanced process controls. 

Before TrackVia, Kaplan Professional’s Value Stream Team was using manual processes consisting of phone calls, emails, and three systems (Jira, Google Sheets, and Workzone) to manage their educational material development and production lifecycle. In this session, you’ll learn how using TrackVia enabled Kaplan Professional to implement a custom, comprehensive product development application to modernize their production workflow, reduce their costs significantly and streamline processes.

Track A: Digital Capability in OPEX

3:25 pm - 3:30 pm 5 minute change over

Track A: Digital Capability in OPEX

3:30 pm - 4:00 pm Case study: How Covance is leveraging IoT to drive OPEX
  • Enterprise innovation: An updated view of the process digitalization model
  • Identifying the challenges of re-designing such processes
  • Adopting IoT to re-design the value chain
  • Understand the value that you’re driving, and learn how to quantify it
Kevin Wojcikewych, Vice President Business Optimization at Covance

Kevin Wojcikewych

Vice President Business Optimization

Track A: Digital Capability in OPEX

4:00 pm - 4:30 pm Afternoon break

Track A: Digital Capability in OPEX

4:30 pm - 5:00 pm Prepare your human workforce to lead the transformation through intelligent automation
  • Discuss the changing skillsets, capabilities and future requirements
  • Continuous Improvement and ongoing training for a physical workforce
  • Develop a strategy and retrain your team as their roles and responsibilities evolve
  • Establish an Automation Centre of Excellence to oversee these changes

Track B: Organizational Preparedness for Sustainability

2:55 pm - 3:25 pm Lessons learned on overcoming cultural and legacy impact after a merger and implementing best in class practices
  • Establish approaches to operations and culture while combining employees during a merger
  • Learn how Harris has been successful in tracking and defining productivity/ savings and aligning more with quality
  • Maintain YoY growth in taking costs out of the business, and maximize the best in class practices
Andrew Brown, Director, Integration & Program Management at L3Harris Technologies

Andrew Brown

Director, Integration & Program Management
L3Harris Technologies

Track B: Organizational Preparedness for Sustainability

3:25 pm - 3:30 pm 5 minute change over

Track B: Organizational Preparedness for Sustainability

3:30 pm - 4:00 pm Sustain your business transformation program through measurable control
  • Encourage organizational engagement – key initiatives that we’re working on in the team, across the organization
  • Continuing a permeable culture of OPEX
  • Finalize, analyze, approve, control – establish metrics to control the initiative
James Hinderks, Global Continuous Improvement Director at Hertz Global

James Hinderks

Global Continuous Improvement Director
Hertz Global

Track B: Organizational Preparedness for Sustainability

4:00 pm - 4:30 pm Afternoon break

Track B: Organizational Preparedness for Sustainability

4:30 pm - 5:00 pm End-to-end business transformation for your process journey
  • Create a roadmap for the organization that the board are comfortable with
  • Master a bottom up approach for those dealing with customers on the front line
  • Who are you going to drive the transformation with? Business model capabilities, change management and process execution

Track C: Customer Engagement/Delivery

2:55 pm - 3:25 pm Moving towards a client facing future through digitization
  • Exploring technology excellence through customer insight
  • Adapting the global delivery model for regional operations
  • Re-designing customer touch-points for seamless customer experience

Bao Do

Business Architect
Wells Fargo

Track C: Customer Engagement/Delivery

3:25 pm - 3:30 pm 5 minute change over

Track C: Customer Engagement/Delivery

3:30 pm - 4:00 pm Innovative service delivery that increases customer engagement

Track C: Customer Engagement/Delivery

4:00 pm - 4:30 pm Afternoon break

Track C: Customer Engagement/Delivery

4:30 pm - 5:00 pm Customer journey mapping and behavioral economics to improve your OPEX strategy
  • The experience mind vs the remembering mind
  • Understand emotional bias when getting accurate data through customer feedback
  • Re-evaluate your journey mapping methodology to gather experience insights
  • Utilize behavioral economics to encourage improved (customer) decision-making

5:00 pm - 5:30 pm Inspirational Keynote: RPA and the tale of two worlds

Josh Beaudry, the founder of LPSTK, a company dedicated to empowering the youth of impoverished areas by providing better access to skateboarding, is taking onboard his lessons learned as a former Vice President of Process Design at Bank of America to drive operational excellence from the outset. Developing an OPEX strategy that brings RPA tech into a start-up like LPSTK has introduced some interesting challenges as well as successes that you don’t experience in a large legacy company like BoA.
Join Josh as he takes us through the LPSTK journey, and how the value of RPA differs from one of the largest companies to the smallest of start-ups.
Joshua Beaudry, Chief Executive Officer at LPSTK

Joshua Beaudry

Chief Executive Officer

5:30 pm - 5:40 pm Chair's Closing Remarks

Amber Brown, Director, Strategic Initiatives at Union Bank

Amber Brown

Director, Strategic Initiatives
Union Bank

5:40 pm - 6:10 pm Welcome to OPEX Summer 2019