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 CLIENT CASE STUDY: Developing an Intelligent Automation Strategy that Delivers Real ROIAabhas Zaveri - Director of Sales Automation Anywhere
Justin Donohue - Vice President, Intelligent Automation Lead, Massachusetts Financial Service (MFS)
Developing an Intelligent Automation strategy that produces true ROI, it’s not just about RPA tool selection but an automation strategy, optimizes processes, and change & program management. MFS will discuss their approach to developing a multi-year automation strategy that resulted in transformation process innovation beyond task automation.
Justin DonohueVice President, Intelligent Automation Lead
Massachusetts Financial Service (MFS)
Aabhas ZaveriDirector of Sales
9:40 am - 10:20 am CLIENT CASE STUDY: Bots or People - Who Will Take the Lead on Processes?Brad Filbert - Senior Vice President, RPA, The Results Companies
Lonnie Johnston - Vice President of Sales, NICE Systems
The Results Companies wanted to make their Back Office client reporting process as efficient and accurate as possible and they did so by bringing in unattended bots to handle it end-to-end. But when it came to automate a real-time customer facing process, they decided to take the attended, desktop assistant approach.
In this session, you will better understand:
- The thinking process and benefits to be had with each automation approach
Brad FilbertSenior Vice President, RPA
The Results Companies
Lonnie JohnstonVice President of Sales
10:20 am - 11:00 am MORNING NETWORKING BREAK & DEMO DRIVE RAFFLE PRIZE WINNERS ANNOUNCED
11:00 am - 11:40 am CLIENT CASE STUDY: Intelligent Automation in Healthcare: How AI-Driven Automation Improves Patient ExperienceBrad Shaink - Director, Digital Innovation & Engagement Technologies, Houston Methodist
While the stakes are high for every business making the leap from analog operations to digital operations, the stakes are highest in healthcare. A hospital system’s ability to provide superior patient care is linked to the speed and efficiency of its operations. Houston Methodist has been ranked as a nationwide leader in patient care, and it’s leading the way in its commitment to digital operations.
In this session, you will learn how Houston Methodist is utilizing AI to transform it’s programs, as well as:
Operational challenges faced by hospital systems
- Their vision for digital operations
- Critical capabilities for effective operations transformation
- High-impact use cases
- Differences between AI-driven automation vs. “RPA 1.0"
Brad ShainkDirector, Digital Innovation & Engagement Technologies
11:40 am - 12:20 pm GLOBAL RELEASE & PANEL DISCUSSION: Global Intelligent Automation Market Report H2 2018Lee Coulter - CEO Shared Services, SVP, Ascension Health
Rochelle Hood - PMP, Global Head of Customer Analytics and Research, SSON
Barbara Hodge - Global Online & Digital Content Editor, SSON
Panel Discussion regarding the information listed in the Global Intelligent Automation Market Report H2 2018 – which is a report that summarizes some of the most pressing issues to take into account when launching an IA program.
Lee CoulterCEO Shared Services, SVP
Rochelle HoodPMP, Global Head of Customer Analytics and Research
Barbara HodgeGlobal Online & Digital Content Editor
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.
- Shared Services
- Transportation & Logistics
- Healthcare & Life Sciences
MATURITY CURVE TRACKS
Choose from one (1) of the below four (4) tracks.
PLANNING & LAUNCHING1:25 pm - 2:05 pm FROM FACTORY SETTING TO RE-BOOTING YOUR IA BOTS - SETTING UP & MAINTAINING REALISTIC IA PROGRAM EXPECTATIONS Chris Colwell - Intelligent Process Automation CoE Lead, Assistant Vice President, MBA, PMP, Capitol Group
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.
Chris ColwellIntelligent Process Automation CoE Lead, Assistant Vice President, MBA, PMP
EVOLVING1:25 pm - 2:05 pm EVOLVING IA PROGRAMS & THEIR NEED FOR A ROBUST GOVERNANCE FRAMEWORK Brandon Fritze - Senior Staff Accountant, FullBueaty Brands
Jamie Carabetta - Director, Freddie Mac
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
Brandon FritzeSenior Staff Accountant
MATURING1:25 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
Marc Morrison - Head of Automation Enablement Center, US 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!
Andrew JonesIntelligent Automation & Sustainable Process Solutions
Marc MorrisonHead of Automation Enablement Center
IA TECHNOLOGY LOUNGE: Open to all on the business & IT side of the IA story.1:25 pm - 2:05 pm Practical Use Cases of Integrating AI Into Automation - Considerations & Callouts Anoop Prasanna - PMP, Director, Enterprise Automation Services, Walmart
Anton Groom - Senior Director, Automation, Data Science & Emerging Technology, Walmart
2:05 pm - 2:10 pm 5-MINUTE TRANSITION BREAK
MATURITY CURVE TRACKS
Choose from one (1) of the below four (4) tracks.
PLANNING & LAUNCHING2:10 pm - 2:50 pm FIRESIDE CHAT: EFFECTIVELY MOVING PAST THE POC STAGE TO… “GO TIME!” John Cottongim - CFA, Automation Director, Mars
Curt Burghardt - Vice President, HR Shared Services & HR Systems, Walgreens
Nick Hoppenjans - Assistant Vice President, Intelligent Automation Program Manager, Fifth Third Bank
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.
John CottongimCFA, Automation Director
Curt BurghardtVice President, HR Shared Services & HR Systems
Nick HoppenjansAssistant Vice President, Intelligent Automation Program Manager
Fifth Third Bank
EVOLVING2:10 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?
Iris GregoriouAssistant Vice President, Head of Continuous Improvement, Investment Division
MATURING2:10 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.
Ryan DavisSenior 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 FIRESIDE CHAT: DEVELOPING & MANAGING A POWERFUL IA EMERGENCY GO BAG! Seth Adler - Editor-in-Chief AIIA.net
Robert Welborn - Head of Data Sciences and Advanced Analytics, General Motors
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.
Robert WelbornHead of Data Sciences and Advanced Analytics
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 PLANNING, IMPLEMENTING & MAINTAINING SMALL-SCALE & MID-CAP IA PROGRAMS Henry Lyles - Director, Global Business Services Data Excellence & Automation, McDonald's Corporation
Jon Theuerkauf - Managing Advisor, The Improve & Innovate Company
Cindy Gallagher - Former SVP, Global Shared Services Controller, Discovery Communications
Dennis Conley - Partner, Information Service Group
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 and mid-cap 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.
Henry LylesDirector, Global Business Services Data Excellence & Automation
Jon TheuerkaufManaging Advisor
The Improve & Innovate Company
Cindy GallagherFormer SVP, Global Shared Services Controller
Information Service Group
BIG DADDY OPERATIONS2:55 pm - 3:35 pm FIRESIDE CHAT: GOING FROM BIG TO HUGE: SUCCESSFUL IA ENTERPRISE STRATEGIES & IMPLEMENTATIONS Anoop Prasanna - PMP, Director, Enterprise Automation Services, Walmart
Krishnan Krishnaiyer - PhD, Director, Enterprise Business Improvement, Andeavor
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
Anoop PrasannaPMP, Director, Enterprise Automation Services
Krishnan KrishnaiyerPhD, Director, Enterprise Business Improvement
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 Sameer Naik - Lead SAP Systems Engineer, ConAgra Foods
- 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
Sameer NaikLead SAP Systems Engineer
3:35 pm - 3:50 pm AFTERNOON NETWORKING BREAK
3:50 pm - 4:30 pm CASE STUDY: Fund & Sustain Your IA Innovation Using TBMManik Patil - Global Senior Director, AIG
While companies plow ahead in IA, they may ultimately have less to show for their investments. Pioneers prioritize their revenue-generating IA programs over cost-saving ones. Learn on Technology Business Management (TBM) techniques to have a value-discussion over cost-discussion along with cost transparency. Learn special tactics such as Core-Satellite portfolio management.
In this session, the below will be discussed:
- How a Technology Business Management framework can assist with C-suite buy-in?
- How to prioritize your IA program goals and which path to choose, a Run the Business (RtB) vs the Grow the Business (GtB)
- Why C-suite's leadership is essential for success of IA in your organization
- How to sustain success and which functional areas have the greatest success in leading IA progress and how to govern value
- Methods to blitz-scale your IA program and why technology shouldn’t be the key focus of your IA transformation effort
- 'Retirement Plans' for your bots
Manik PatilGlobal Senior Director
4:30 pm - 5:10 pm TOWN HALL: HOW TO SUCCESSFULLY PLAN & IMPLEMENT A SUCCESSFUL IA INITIATIVEEdward Brooks - Founder/President, The RPA Academy
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.
The RPA Academy
5:10 pm - 5:10 pm CLOSE OF MAIN CONFERENCE DAY TWO
See you tomorrow at the Man & Machine Focus Day!