Live Chat Software
December 3 - 6, 2018
AT&T Executive Education & Conference Center, Austin, TX

Main Conference Day Two: Wednesday, December 5, 2018

8:00 am - 8:50 am REGISTRATION FOR MAIN CONFERENCE DAY TWO & NETWORKING BREAKFAST

8:50 am - 9:00 am CHAIRPERSON’S DAY ONE RECAP & DAY TWO OPENING REMARKS

9:00 am - 9:40 am PANEL DISCUSSION: UTILIZING AI TECHNOLOGIES TO OBTAIN POWERFUL PREDICTIVE ANALYTICS

Predictive analytics is the practice of using historical data to predict future outcomes. It combines mathematical models (or “predictive algorithms”) with historical data to calculate the likelihood that (or degree to which) something will happen. When artificial intelligence is used for predictive analytics, the combined power means improvements across scale, speed, and application.

In this session, we will discuss:
  • How predictive analytics can offer a wide array of powerful “future trends” business intelligence to such business areas as: sales, marketing, health & science; procurement, supply chain, and more
  • Predictive analytics solutions that can be integrated into existing infrastructure, such as: applications, dashboards, reporting, and APIs

9:40 am - 10:20 am CLIENT CASE STUDY: WHAT TO WATCH OUT FOR BEFORE & DURING YOUR IA JOURNEY

Guy Kirkwood - Chief Evangelist UiPath
Anticipating the challenges that may arise when introducing and implementing IA technologies into your organization are key to whether your process yields successful results. In this session, we will discuss some key considerations for developing your Proof of Concept, strategy, and actual implementation process.

In this session we will discuss
  • What to look for when identifying and choosing the processes for IA implementing
  • Managing employees and stakeholders who view “bots” as a threat and educating and communicating with them to show them how IA their work life easier and more productive
  • Setting realistic goals and expectations regarding IA adoption so to ensure the process stays on track, does not lose momentum, and buy-in and the support of all parties concerned
  • Selecting the proper IA tools for your business that are capable of full-integration and connectivity with your existing and future systems


img

Guy Kirkwood

Chief Evangelist
UiPath

10:20 am - 11:00 am MORNING NETWORKING BREAK & DEMO DRIVE RAFFLE PRIZE WINNERS ANNOUNCED

11:00 am - 11:40 am CLIENT CASE STUDY: DISCOVER THE CAPABILITIES, APPLICATIONS & ROI OF AI-DRIVEN RPA

Jeffrey Segebarth - Regional Vice President of Sales WorkFusion
By 2021, Gartner predicts that AI will create $2.9 trillion in business value and recover 6.2B of worker hours. Are you positioned to catch this next wave of true digital capabilities? Learn how leading businesses are using Intelligent Automation as a lever to grow productivity and revenue without growing cost.
img

Jeffrey Segebarth

Regional Vice President of Sales
WorkFusion

11:40 am - 12:20 pm CLIENT CASE STUDY: HOW TO DETERMINE YOUR IA SUPPORT PARTNERSHIPS

Seth Goldberg - Senior Account Manager Softomotive
How to identify which departments, their Heads & teams that need to be part of your “IA Dream Team” - so to ensure IA success from the gate and thereafter What does each player indeed need from you, and/or what does not need to be “shared” info for all


img

Seth Goldberg

Senior Account Manager
Softomotive

12:20 pm - 12:25 pm 5-MINUTE TRANSITION BREAK

12:25 pm - 1:25 pm NETWORKING LUNCH BREAK

Dig deeper into the IA matters that interest you most by sitting down with new and old friends over a lovely lunch.

  • BFSI
  • Shared Services
  • Hospitality
  • Government
  • Manufacturing
  • Transportation & Logistics
  • Healthcare & Life Sciences
  • Others

MATURITY CURVE TRACKS

Choose from one (1) of the below four (4) tracks.

PLANNING & LAUNCHING

1:25 pm - 2:05 pm PANEL DISCUSSION: FROM FACTORY SETTING TO RE-BOOTING YOUR IA BOTS - SETTING UP & MAINTAINING REALISTIC IA PROGRAM EXPECTATIONS
Cari Covent - Vice President, Intelligent Automation Canadian Tire Corporation
Shadi Rezvan - Senior Manager Shared Services & Transformation Twitter
The time is takes to achieve bot ROI is one of the greatest challenges in an intelligent journey/adoption.
The time to reach break-even could range from six months for standard processes, to up to two years for complex programs. The cost savings also range between 10 – 50% depending on the complexity.
That said, it’s crucial to establish realistic IA program expectations from the get-go and throughout an IA program roll out, and/or further down the line, as all parties involved must possess an agile approach and mindset as to what their IA initiatives
can indeed deliver on.
img

Cari Covent

Vice President, Intelligent Automation
Canadian Tire Corporation

img

Shadi Rezvan

Senior Manager Shared Services & Transformation
Twitter

EVOLVING

1:25 pm - 2:05 pm EVOLVING IA PROGRAMS & THEIR NEED FOR A ROBUST GOVERNANCE FRAMEWORK
Jamie Carabetta - Director Freddie Mac
Katie Butland - Manager, GBS RPA, GBS RPA COE, Global Business Services (GBS) Boston Scientific
The success of your IA efforts depends in no small part on the strength of your governance. In order to effectively leverage Intelligent automation technologies into an organization, it’s imperative to establish a centralized organization that provides oversight and sets the direction for your intelligent automation strategies and roll outs.

In this session, we will discuss:
  • Why it’s essential to develop and maintain a robust IA governance framework
  • Questions you will need to ask before and while you develop your IA governance framework
  • The importance of building in a roadmap for more advanced IA initiatives for the near and distant future
img

Jamie Carabetta

Director
Freddie Mac

img

Katie Butland

Manager, GBS RPA, GBS RPA COE, Global Business Services (GBS)
Boston Scientific

MATURING

1:25 pm - 2:05 pm LOOK MOM, I CAN DO IT ALL BY MYSELF NOW! – STANDING IA TALL & STRONG
Andrew Jones - Intelligent Automation & Sustainable Process Solutions U.S. Bank
It’s been quite sometime since you first put on your IA training wheels. Sure you fell down a few times, but your IA wounds have heeled and now you’re ready to stand tall and learn how to be 100% self-sufficient, or at least as much as possible.

In this session, we will discuss:
  • How to move from needing a long-term (or short-term) Consultant to hold your IA hand on a daily basis and instead develop your own in-house IA Dream Team
  • Going for IA box products to the next level, whatever that may mean to your organization on a software level
  • And much more!
img

Andrew Jones

Intelligent Automation & Sustainable Process Solutions
U.S. Bank

IA TECHNOLOGY LOUNGE: Open to all on the business & IT side of the IA story.

1:25 pm - 2:05 pm UTILIZING AI TECHNOLOGIES TO DEVELOP A BEST IN CLASS CHATBOT
Abstract soon to come!

2:05 pm - 2:10 pm 5-MINUTE TRANSITION BREAK

MATURITY CURVE TRACKS

Choose from one (1) of the below four (4) tracks.

PLANNING & LAUNCHING

2:10 pm - 2:50 pm PANEL DISCUSSION: EFFECTIVELY MOVING PAST THE POC STAGE TO… “GO TIME!”
Edward Brooks - Founder/President The RPA Academy
John Cottongim - CFA, Automation Director Mars
Congratulations, you successful went through your IA PoC phase and came out victorious – and in turn have been given the “green light” to go into “Go Time!” mode with your IA program initiatives.
Okay, but now what? What should you do next, and/or right after you’ve completed your PoC phase so to enable your IA roll out and management to be a huge success, as you obviously hope it will be?
Attend this session to hear what others have done as their next steps after their PoC and what their war stories may have been, as well as successes along the way.
img

John Cottongim

CFA, Automation Director
Mars

img

Edward Brooks

Founder/President
The RPA Academy

EVOLVING

2:10 pm - 2:50 pm CASE STUDY: HOW DOES AN RPA PRACTICE CO-EXIST WITH A CONTINUOUS IMPROVEMENT CENTRE OF EXCELLENCE?
Iris Gregoriou - Assistant Vice President, Head of Continuous Improvement, Investment Division Manulife
Does your organization have a Continuous Improvement, Lean Six Sigma, or process design capability? If so, are they part of your RPA practice or rollout team? How do they engage in the design and rollout of a bot?

In this session, we will explore:
  • Structure of the RPA team: what role does the Process Designer or LSS practitioner play, versus other team members?
  • “BA” or “BB”: is your process designer a Business Analyst or a Black Belt?
  • How does LSS experience contribute to the strength of the team?
img

Iris Gregoriou

Assistant Vice President, Head of Continuous Improvement, Investment Division
Manulife

MATURING

2:10 pm - 2:50 pm TAKING A BITE OUT OF THE ENTIRE IA PIE: BLOCKCHAIN IMPLICATIONS & BENEFITS
Ryan Davis - Senior Vice President, Procurement Management Bank of America
Business blockchains are being used today to help reinvent how transactions are managed. They can take time and cost out of almost any process, enabling near real-time operations. They deliver a high degree of accuracy and control, with significantly less risk than many alternatives. So, how can your organization start to integrate blockchain capabilities into your operations? Learning about blockchain technology basics, assessing how blockchain is a business opportunity, and outlining the first steps towards blockchain implementation are a good starting points.
img

Ryan Davis

Senior Vice President, Procurement Management
Bank of America

IA TECHNOLOGY LOUNGE: Open to all on the business & IT side of the IA story.

2:10 pm - 2:50 pm PANEL DISCUSSION: DEVELOPING & MANAGING A POWERFUL IA EMERGENCY GO BAG!
Mona Kahn - Director of Technology - Head of Intelligent Automation Fannie Mae
Robert Kennedy - Enterprise Architect, Server Systems SME, Enterprise Architecture Ryder System, Inc.
Certainly no one likes to dwell on any type of business or life worse case scenario. However, it’s a must, especially in the IA space as it relates to your organization’s data protection, IT infrastructure, business processes that are run throw and are dependent on IA technologies, and much more. With so much at stake, it’s absolutely necessary to have a IA contingency emergency go-bag easily available and your IA technical 911 systems ready to rock n’ roll should an unforeseen IA tech emergency comes your way.
img

Mona Kahn

Director of Technology - Head of Intelligent Automation
Fannie Mae

img

Robert Kennedy

Enterprise Architect, Server Systems SME, Enterprise Architecture
Ryder System, Inc.

2:50 pm - 2:55 pm 5-MINUTE TRANSITION BREAK

ORGANIZATIONAL SIZE & SCOPE TRACKS

Choose from one (1) of the below four (4) tracks.

MODEST & PROUD!

2:55 pm - 3:35 pm PANEL DISCUSSION: PLANNING, IMPLEMENTING & MAINTAINING A SMALLSCALE IA PROGRAM
Robert Mueller - Director of Information Technology & Coordinator, Process Automation Center of Excellence Legacy Manufacturing
As the business leader of x area of your organization, you’ve certainly had your share of “sales pitches” coming from all ends speaking about IA technologies. More often then not, you’re pitched a big IA roll out plan that quite frankly maybe too grand for your organization’s needs, now and into the near future. Yet at the same time, you’re torn, as you’re very well aware of the many benefits of IA, but you’re afraid to take on more than you can stomach, creating a similar outcome to when you were a child and really wanted that super-sized rainbow lollipop only to find your eyes were bigger than your stomach, and….

In this session, we will examine:
  • How to be practical with your IA options – and knowing how and when you should say “no” to the super-sized rainbow lollipop
  • Small-scale IA programs that offer the biggest bang for your buck and similar to the bang of a mid to large-scale IA program roll out
img

Robert Mueller

Director of Information Technology & Coordinator, Process Automation Center of Excellence
Legacy Manufacturing

MID-CAP

2:55 pm - 3:35 pm INTELLIGENT AUTOMATION FOR MIDCAP ORGANIZATION
For smaller businesses, it can be harder to show a significant ROI on an intelligent automation journey, and it can feel overwhelming when you don’t know where to start!

In this session, we will examine:
  • Tools and technologies which are not scale dependent, and can be used in smaller test/prototype/ proof of concept scenarios is it all about numbers
  • Can IA work for smaller processes and quantities
  • How can you make the business case work for your mid-cap organization
  • Using automation to find ways to add value, and maintain employee engagement through the transition
Enterprise strategy, scalability, evolution, and sustainability
  • Technical and logistical roadmap to the next steps of advance IA programs, on multi-location, and/ or enterprise-level
  • Integrating legacy with IA technologies and how to maximize ROI
  • Engaging IT & Auditors
  • Examine Waterfall & Agile IA program initiatives and environments
  • Pacing Bot productivity increase to match attrition
img

Anoop Prasanna

PMP, Director, Enterprise Automation Services
Walmart

img

Leo Barella

Vice President, Enterprise Architecture
AstraZeneca

Krishnan Krishnaiyer

Director, Enterprise Business Improvement
Andeavor

IA TECHNOLOGY LOUNGE: Open to all on the business & IT side of the IA story.

2:55 pm - 3:35 pm DEVELOPING & MANAGING THE BEST OF THE BEST IA TECHNOLOGIES TO MEET THE NEEDS OF YOUR CUSTOMERS
  • Determining which IA technologies would provide the greatest ROI for a variety of customer types, i.e.- Modest & Proud, Mid-Cap, or Big Daddy Operations - and how to develop said programs to meet their most pressing business needs
  • Program options and scenarios that ranging from a shoestring budget to big daddy budget - and the pros & cons of each
  • Ensuring IA job order customer fulfillment/satisfaction

3:35 pm - 3:50 pm AFTERNOON NETWORKING BREAK

3:50 pm - 4:30 pm ENSURING TRANSPARENT, EFFECTIVE & PRODUCTIVE IA OPERATIONS ACROSS VARIOUS IA PROGRAM TEAMS

  • Effective collaboration between IT & the business side of IA
  • Is automation an IT asset or a virtual workforce?
  • And much more!

4:30 pm - 5:10 pm TOWN HALL: HOW TO SUCCESSFULLY PLAN & IMPLEMENT A SUCCESSFUL IA INITIATIVE

In this final yet very important session, we will look back on what we’ve learned over the course of the past 3-days as it relates to how to plan and implement a wide variety of IA program roll outs.

5:10 pm - 5:10 pm CLOSE OF MAIN CONFERENCE DAY TWO

See you tomorrow at the Man & Machine Focus Day!