August 26 - 29, 2019 | San Diego

Conference Day 1 - 08/27/2019

7:30 am - 8:30 am Registration and Welcome Refreshments

  • The challenges of delivering breakthrough goals
  • Joining up the Run, Improve & Transform lenses on performance
  • Balancing top down rigour with bottom up energy
  • The complexity of linking problem or idea to improvement
  • How software platforms can help

Hosted by i-nexus

7:30 am - 8:20 am The future of platform enabled strategy execution and continuous improvement

  • The challenges of delivering breakthrough goals
  • Joining up the Run, Improve & Transform lenses on performance
  • Balancing top down rigour with bottom up energy
  • The complexity of linking problem or idea to improvement
  • How software platforms can help

Hosted by i-nexus

8:20 am - 8:30 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

8:55 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
Walmart

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.

Peter Goloubef

Business Development Partner
StereoLOGIC

Jan S. Li, Ph.D.

First Vice President - Process Design Manager
East West Bank

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 An open conversation with Warner Bros and CNB on accelerating their digital transformation with RPA.

Join UiPath,  the leader in RPA,  and their customers , Warner Bros and CNB, as we have an open conversation on how each is accelerating their digital transformation with RPA. 

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

IDG A

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

Doug DeBono

Director Sales
Kryon

IDG B

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

IDG C

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

People Element

IDG D

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

IDG F

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

IDG G

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
Palecek

Process Improvement

IDG H

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, Former Director, Continuous Improvement at Radial

Shane Wentz

Former Director, Continuous Improvement
Radial

IDG I

11:45 am - 1:15 pm Process mining: a practical guide to implementation and benefits
  • Learn and share about Process Mining projects and experiences
  • Identify what you can expect from a Process Mining project
  • Leverage transparency to drive digital transformation Identify potentials for RPA
Lars Reinkemeyer Dr., Global Process Mining Lead at Siemens

Lars Reinkemeyer Dr.

Global Process Mining Lead
Siemens

IDG J

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 Lunch 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
Genentech

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. 
 
Sarah Dohnalik, Director of Value Stream Management and Operations at Kaplan Professional

Sarah Dohnalik

Director of Value Stream Management and Operations
Kaplan Professional

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 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 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 The Intelligent Automation Journey
This presentation shows a typical maturity curve organizations take to successfully adopt RPA + ML capabilities within the company.  The importance of the Intelligent Automation Center of Excellence (CoE) and the delivery methodology for both RPA and ML helps scale organization to be successful in adopting these new technologies and streamline business processes and make complex decisions and predictions faster.
Jonathan Dahlberg, Data scientist at Datarobot

Jonathan Dahlberg

Data scientist
Datarobot

Track B: Organizational Preparedness for Sustainability

2:55 pm - 3:25 pm How to leverage OPEX to improve customer delivery
  • Link to strategy – developing the “why” for purposeful connection and the alignment of purpose with the operation mandate
  • Understand how your transformation initiative can create disruptive customer value
Brandon Gerig, Team Lead, Customer Success for North America at Signavio

Brandon Gerig

Team Lead, Customer Success for North America
Signavio

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 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

4:00 pm - 4:30 pm Afternoon break

Track B: Organizational Preparedness for Sustainability

4:30 pm - 5:00 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 C: Customer Engagement/Delivery

2:55 pm - 3:25 pm In a Transforming World, the CoE is the Center of Success
If clearly understood and carefully managed, digital transformation can be an incredible catalyst for enterprises of all sizes. It just comes down to how the power is captured, contained, and focused. This is the fundamental challenge that corporate Centers of Excellence (CoEs) face today -- it is difficult to connect strategy and compliance to the operations of the business, and hard to measure if the digital transformation efforts have had the desired impact. In this session, Aaron will detail the fundamental elements of digital transformation and explain how modern Centers of Excellence can use evolving tools and methodologies lead their organizations to success.

Aaron Bozeman

Former Process CoE Senior Manager
Nordstrom

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 Leveraging cultural change for a sustainable business transformation
Francisco Giron, Chief Operation Officer at Jonathan Engineered Solutions

Francisco Giron

Chief Operation Officer
Jonathan Engineered Solutions

Track C: Customer Engagement/Delivery

4:00 pm - 4:30 pm Afternoon break

Track C: Customer Engagement/Delivery

4:30 pm - 5:00 pm Your staff aren’t all in one place, so why should your OPEX training be?
  • It’s time to cost-effectively innovate your training approach.
  • Learn to rapidly scale your deployment with a virtual model – and return value to your organization.
  • Consider the five keys to successful transformation based upon actual Root Cause Problem Solving and Practitioner Green Belt / Black Belt case studies.

Vickie Kamataris

Master Black Belt & Senior Instrutor
OpusWorks

Rob Stewart

CEO
OpusWorks

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
LPSTK

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 Drinks Reception: The PEX Party!