Agenda Day 1

7:30 AM - 8:00 AM Registration

8:00 AM - 9:30 AM A1 - Building a successful OPEX program from ground up: from Ninja turtles to transformers!

Mathy Sales, VP of Performance Excellence, National Express
Deployment Maturity: Initiating
Leaders are faced with a myriad of challenges when embarking on their OPEX journey. This workshop will cover best practices on how to get your program launched successfully. More importantly, it will identify key elements to sustain your program and integrate into your organization’s strategic plan.
· Getting it right from the very beginning: the critical role of getting stakeholder engagement and long term commitment
· Designing your approach: Identifying the right tools and processes for your organization
· Engaging and empowering your people: The most important part of the OPEX program is never the tools!
· Sustaining for long-term: Embedding change management and building culture of continuous improvement


Mathy Sales

VP of Performance Excellence
National Express

8:00 AM - 9:30 AM A2 - Hoshin Kanri planning and deployment best practices

Uday Sawhney, Vice President, Lean Management Architect, Zurich North America
Deployment Maturity: Developing
One of the most important yet difficult parts of operational excellence lies in the link between business strategy and project executions. Hoshin Kanri and its key principles draw a clear roadmap for you to successfully align your OPEX initiatives with your business strategy. You will learn:
· How to best utilize the Hoshin Kanri framework key matrix to link your strategy with operational excellence projects
· Identifying your top tier and sub layer key business objectives
· The dos and don’ts in deploying Hoshin Kanri


Uday Sawhney

Vice President, Lean Management Architect
Zurich North America

8:00 AM - 9:30 AM A3 - Positioning process excellence for success within complex initiatives

Liz Harada, Director, Business Process, HAVI
Deployment Maturity: Sustaining
Complex transformational initiatives – for example, Big Data analytics implementation, global process optimizations, Master Data Management initiatives – almost certainly consist of process, technology, and people work streams. Process excellence is a key component of achieving the target objectives, and should be included from initial planning through post-implementation sustainment activities. However, it can be challenging for process professionals to coordinate with project managers, technology implementation partners, and organizational change management teams. This workshop will deep dive into this topic to provide clarity and help you untangle the complexity.
· Common challenges of delivering process excellence within complex initiatives
· Interdependencies and synergies between process and other work streams
· Tips for maximizing process excellence contributions throughout the lifecycle of a transformation


Liz Harada

Director, Business Process

8:00 AM - 9:30 AM A4 - A Robotic Process Automation (RPA) implementation and scale up Guide: Embedding robotics into enterprise operations

Ricardo Badillo, Director, Business Process Management, Western Union
TEX: Digital workforce
· Developing your operating model for an RPA programme in scale
· Create and build your centre of excellence
· Building internal knowledge and capabilities
· How to manage your digital workforce in scale


Ricardo Badillo

Director, Business Process Management
Western Union

8:00 AM - 9:30 AM A5 - Optimizing your business decisions through simplified BPM for business performance

TEX: Digital workforce
Operational excellence leaders are continually striving to improve activities and procedures through a better mix of methods, policies, practices and tools. This workshop will offer actionable steps to success and give you the tools to simplify your business process modeling and optimizing your business decisions.
· Attaining the goal of efficiency through process discovery and automation
· Optimizing process outcomes with real-time understanding and decision-making
· Best practices in discussing, modelling, monitoring and analyzing your business processes

8:00 AM - 9:30 AM A6 - Redesign business process improvement through data driven Root Cause Analysis (RCA)

Ifty Khan, Senior Business Excellence Leader, GE Renewable Energy
Tools and Methodology
It happens so often: process improvement result turns out less than satisfactory. And you wonder why. In 90% of situations, business results are caused by the upstream processes and it is essential for you to peel off the layers and get to the core of the reasons. Engaging, practical and real example based, Ifty will share with you the key methods and approaches he uses within GE to deep dive into data based process analysis for enormous business impact. More importantly, you will be able to start using them straight away.
· Understanding the goals and identifying the gaps of business process
· Drill down 3 layers deeper to find the key issue
· Examples on data based process analysis with RCA
· Redesign business process to result in tremendous business impact


Ifty Khan

Senior Business Excellence Leader
GE Renewable Energy

8:00 AM - 9:30 AM A7 - Creating your vehicle for change: Best practices in managing change

Tools and Methodology
No matter what your initiatives are, be it starting a lean program or implementing a new business or IT system, a key part of transformation is about effectively managing the change. This workshop will walk you through the key elements of successful change management.
· Getting down to the basic level and create your own vehicle for change: What has worked for you?
· Creating a platform to engage your employees across different generations and experiences
· Ensuring the front line employees involved as engaging leaders

8:00 AM - 9:30 AM A8 - Driving Project Management Office (PMO) success through process innovation and advanced analytics

Tools and Methodology
Innovation and excellence in any organization require first-rate communication. And first-rate communication requires both a common language and a shared understanding of work processes and real time visibility of analytics. This workshop will show real life case studies and demonstrate how this can be achieved through advanced tools and analytics.
· Creating process maps that can be shared amongst the project team in real time
· Combining lean six sigma and process modeling tools for innovation and excellence
· Adding the layer of advanced analytics for increased visibility and predictive decision making

8:00 AM - 9:30 AM A9 - Translating your business excellence improvements into enhanced customer experience

Tools and Methodology
As the world of business excellence and customer experience get more and more intertwined, the metrics you use to measure success of both sides need to be revisited and redesigned to minimize the disconnection.
· Developing metrics that matter to you customers and process
· Finding the metrics intersections for both business process and customer experience

8:00 AM - 9:30 AM A10 - Implementing Business Architecture to create topline growth

Michael Noonan, Director, Business Architecture, Capita
Business Architecture
· Deliver your business vision through a robust business architecture practice
· Obtaining senior management buy in to speed up your transformation
· Connecting critical activities across the company and link them with the business vision through business architecture
· What are the key challenges in deploying business architecture


Michael Noonan

Director, Business Architecture

9:30 AM - 10:00 AM Morning Break

10:00 AM - 11:30 AM B1 - Building your process innovations business case

It is a no brainer to any business leaders that they need to delight their customers, continuously improve their processes and invest in new technologies that will give them competitive advantages in the long term. Yet, how to make a strong business case focusing on the economic viability and ROI would be absolutely crucial on pushing forward the innovation ideas and initiatives.
· How to design and articulate the economic viability on innovation initiatives
· Key consideration areas to make the fuzzy front end bearing more tangible business value

10:00 AM - 11:30 AM B2 - Measuring your OPEX effectiveness

Loren Bishop, Vice President - Director of Lean Management Office, State Street
Deployment Maturity: Developing
You can’t manage what you can’t measure. Developing business related clear cut measurement metrics and KPIs are fundamental for your continued operational excellence efforts. In this session, you will learn practical tips in effectively measure and improve your operational excellence initiatives:
· What can you measure: growth (revenue) vs. efficiency (cost) and why do they matter
· Developing business related KPIs with clear accountability
· How do link your operational excellence with business P&L
· How can you measure the non financial elements through customer and employee engagement


Loren Bishop

Vice President - Director of Lean Management Office
State Street

10:00 AM - 11:30 AM B3 - Sustaining improvement through Kaizen

Deployment Maturity: Developing
Kaizen is a powerful tool for improving and transforming the organization in small, every day, incremental steps that do not lose effectiveness over time. Besides the tangible benefits, Kaizen is regarded as a most effective technique to improve engagement and culture within a company.
· Understand the fundamentals of Kaizen and its importance as a central aspect of a lean system
· How installing a culture of engagement and improvement will enable Kaizen

10:00 AM - 11:30 AM B4 - A Trilogy for Achieving True Digital Transformation and Innovation: Cloud, Process Transformation, and API Economy

Anand Gupta, SVP, Global Head of Enterprise Architecture, Prolifics Salem Hadim, Global Head of Smarter Process Practice, Prolifics
TEX: Digital Workforce
· Learn how to leverage Design Thinking and Cloud to enable business innovation within your organization
· Reach new boundaries in business agility via Process transformation, Cognitive and Intelligent Automation (IA)
· Expose your business assets via a successful API Economy strategy


Anand Gupta

SVP, Global Head of Enterprise Architecture

Salem Hadim

Global Head of Smarter Process Practice

10:00 AM - 11:30 AM B5 - Utilizing Workflow and Content Automation (WCA) to optimize your business processes and decisions

Brad Orluk, Technical Evangelist and Automation Specialist, Nintex
TEX: BPM and Workflow Optimisation
Workflow and Content Automation (WCA) is an emerging solution category that consolidates workflow automation and document generation. Leaders in operational excellence are discovering the value of WCA to continuously tune the methods, policies, practices, and tools that are strategic to their enterprises. This workshop will give you actionable steps and tools to help you achieve concrete business benefits:
· Improve efficiency and productivity through process discovery and workflow automation
· Use business intelligence to improve and accelerate business decision-making
· Achieve greater business agility by enabling continuous process improvement


Brad Orluk

Technical Evangelist and Automation Specialist

10:00 AM - 11:30 AM B6 - Agile: How to select the right delivery model for your IT Transformation

Bilal Muhammed, Vice President, Product & Solution Engineering, Wells Fargo
Tools and Methodology
Selecting the right delivery model will accelerate business outcomes and reduce errors. Learn how to deliver large scale IT transformation through Agile.
· Agile vs traditional delivery models: What are the merits?
· Transforming IT with agile delivery model: Key considerations to make it successful
· Why hasn’t your agile worked?


Bilal Muhammed

Vice President, Product & Solution Engineering
Wells Fargo

10:00 AM - 11:30 AM B7 - Getting the employees engaged and motivated

Jan Burnham, CEO, ROC Group
Culture, Change and Leadership
· Communicating the objectives with the clear message of what’s in it for them: Creating transparency and accountability
· How spread the positive effect of change
· Dealing with resistance: starting from why
· Understanding the key change management tools and decide which ones are the most effective for you


Jan Burnham

ROC Group

10:00 AM - 11:30 AM B8 - Becoming more data driven: leveraging advanced analytics for real-time, results-driven decision making

Adam Storch, Vice President, Business Solutions, Micro Strategies
Data Driven OPEX
· How can process professionals become more data driven: learning from the real case examples
· Enhance real-time process visibility through analytics
· Using predictive analytics to align process and customer experience


Adam Storch

Vice President, Business Solutions
Micro Strategies

10:00 AM - 11:30 AM B9 - Re-engineer customer experience through customer journey mapping

Data Driven OPEX
This workshop will demonstrate how process leaders can use their value stream mapping skillsets to transform their customer experience by mapping our customer journey effectively and improve customer satisfaction.
· How to use Value Stream Mapping to identify the most impactful customer centric process improvements in your organization
· Map the current and ideal state value streams to identify improvements
· Develop a comprehensive plan to make your customer journey smoother

10:00 AM - 11:30 AM B10 - Capability led planning and portfolio implementation

Data Driven OPEX
Capability-based planning is a powerful mechanism to ensure that the strategic business plan drives the enterprise from a top-down approach. The key focus of this workshop will be about how to cope with the delivery of business capabilities with alignment across business verticals.
· Developing business-driven and business led capabilities
· Deliver synergistically derived business value with capability based planning
· Identifying key investment areas, portfolio and projects in line with top line business objective

11:30 AM - 12:30 PM Networking Lunch

12:30 PM - 2:00 PM C1 - A practical guide for award-winning hospital process redesign and clinical excellence through lean thinking

In this case study based workshop, David will share with you how he has led process redesign and quality improvement initiatives in Reading Health System which has resulted the hospital being awarded for leapfrog results and clinical excellence multiple times. If you have just started your lean journey or just in the planning stage, this would be an ideal session for you to join and learn:
· Using lean thinking for healthcare process redesign:
· Moving people and processes to the new space whilst removing bad processes by creating a virtual process
· Implementing clinical process redesign and integration for maximized patient value
· Rapid improvement: how to ensure quick wins to keep up the momentum
· Training and employee engagement: an important lesson to embed a lean culture

12:30 PM - 2:00 PM C2 - Are we there yet? Using business process maturity models to measure your progress on the transformation journey

Sarah Snyder, Head of Methodology, Training and Sustainability, Zurich
Deployment Maturity: Devleoping
So you are considering or have launched a transformation initiative. But how do you know you are going to reach your destination or if you are even doing the right things to get there? Business process maturity models help assess your progress across key dimensions, providing qualitative and quantitative data on how successful you are with your transformation. In this workshop, Sarah will walk you through how to build a maturity model to help you get to your destination faster.
· What makes a good maturity model?
· What are the right drivers to achieve expected behaviors at each defined level of maturity?
· How to use a maturity model as a roadmap and scorecard?

Sarah Snyder

Head of Methodology, Training and Sustainability

12:30 PM - 2:00 PM C3 - OPEX leadership: Becoming strategic

Deployment Maturity: Devleoping
· Maturing your operational excellence from project based initiatives to enterprise wide long term transformation programs
· Working with business, operational and workforce leaders
· Sustain the commitment: starting from top level business leaders

12:30 PM - 2:00 PM C4 - RPA playing a key role in your digital transformation: What are the best ways to maximize the business results?

Deployment Maturity: Devleoping
RPA is transforming the process world in an unpreceded speed. This workshop will discuss different approaches of initiating your RPA program and ensure that it’s embedded into your process framework to provide a solid foundation for scale up and achieving accelerated business results:
· Achieving quick wins with RPA: what are the best approaches?
· Building robotics as a part of your process framework?
· How is the integrated approach playing a key role in RPA scaling up
· Developing a robust governance structure

Sponsored by: Symphony

12:30 PM - 2:00 PM C5 - Re-imagine and re-engineer your business process

Deployment Maturity: Devleoping
· Developing a business centric decision management system
· How to achieve agility and compliant at the same time
· Bridging the gap between business and IT for a collaborative process management approach

12:30 PM - 2:00 PM C6 - Value Stream Mapping (VSM): drawing a blue print for your business transformation

Raju Deshpande, SVP, Director of Operational Excellence, East West Bank
Tools and Methodology
In today’s increasingly competitive environment your business transformation planning cannot take months. VSM is can provide a quick blueprint for your transformation in less than a week. Join this VSM workshop to:
• Get a quantitative validation and buy-in on real reasons impacting your current state customer service and delivery metrics
• Build a future state to achieve desired customer service and delivery metrics
• Build a prioritize initiatives plan to make your future state a reality


Raju Deshpande

SVP, Director of Operational Excellence
East West Bank

12:30 PM - 2:00 PM C7 - Designing and sustaining a CI culture

Tools and Methodology
· Defining culture through a behavioral lens
· What are the critical behaviors that demonstrate CI
· Finding the critical few in a sea of trivial many: what are they key levers that drive a CI culture
· Design: Now you have your critical drivers for CI – what do you do with them?

12:30 PM - 2:00 PM C8 - Variation management through advanced analytics

Tools and Methodology
· From six sigma to big data: identifying the new tools in variation management
· Identifying the root cause through advanced analytics
· Process simulation and modelling for the best business outcome

12:30 PM - 2:00 PM C9 - Design Thinking: Experience and Foster Innovation

Ieasha Marie Taitano, Vice President of Design Thinking, LPL Financial
Customer Experience
Design Thinking is an set of tools and techniques to enable you think differently, see new opportunities and create innovative solutions. In this 90 minute workshop simulation, you will work in teams to solve a real world challenge while learning the basic design thinking methodology.
· A comprehensive understanding of design thinking methodology
· Practicing the key principles of design thinking to think out of the box
· Best practices and examples for achieving performance excellence through design thinking
· Time to solve a real-world challenge: interact and learn!


Ieasha Marie Taitano

Vice President of Design Thinking
LPL Financial

12:30 PM - 2:00 PM C10 - Combining BPM and Business Architecture for business value creation

Customer Experience
Organizations are transforming the enterprise through synergizing BPM and BA. We all know BPM and BVA have value on their own but when combined they can fuse the business context, understanding and metrics with the translation of the business vision and strategy – into real business value.
· Leveraging BPM and BA to support business strategy and drive results
· The role BPM and BA play together in deliver measurable business value
· How to break down silos and deliver full end to end capability

2:00 PM - 2:30 PM Networking Break / Registration for Non-workshop Attendees

2:30 PM - 2:45 PM OPEX Week: Business Transformation World Summit 2018 Opening

2:45 PM - 3:15 PM Nokia’s turnaround transformation: Think the unthinkable, reengineer for the future

Opening Keynote
Johannes Giloth, Senior Vice President Global Operations and Chief Procurement Officer, Nokia
· Nokia’s journey of transformation and turnaround: Fueling the transformation with operational excellence
· Thinking beyond the low hanging fruit: Aspiring and achieving the 10x performance and results
· Digitalizing the supply chain: how to operate like a Ecommerce company
· Customer-centric operations: What does it mean and how does it make a difference?
· RPA and Analytics: exploring the new frontier of business insights and excellence


Johannes Giloth

Senior Vice President Global Operations and Chief Procurement Officer

3:15 PM - 3:45 PM Leap-frog into 10X disruptions: Driving the next generation business outcomes and organizational excellence

Plenary Keynote
Tony Saldanha, Vice President, Global Business Services, Procter & Gamble
As the technology and market change at a breakneck speed, what got you here will not take to you to the next level. World class organizations must developthe next generation products, processes and services to stay ahead. This is exactly what Tony and his team are working on in the Global Business Services (GBS) space. The next generation of shared services and GBS leverage exponential technologies like AI, outcome-based work-process design and open ecosystems to deliver the 10x results. Tony Saldanha shares how P&G is evolving their operations to this next generation.
· Deliver the 10x disruption and business results in various processes: Driving 10x of throughput with the same resources
· Leveraging real-time analytics, AI, outcome-based work-process design and open ecosystems
· How process leaders and executives can plan to leap-frog developments in creating/ optimizing services
· How CEO’s/Executives can leverage next generation shared services as a linchpin of their Digitization effort for the entire enterprise


Tony Saldanha

Vice President, Global Business Services
Procter & Gamble

3:45 PM - 4:15 PM C-suite Priorities: Driving large scale business innovation, re-invention and global change to support and create topline business growth

Plenary Keynote
Nigel Leppitt, Global Head of Organisation and Business Transformation, Allianz Global Corporate & Specialty SE Tony Milando, SVP Business Transformation & Continuous Improvement, Xylem
World class OPEX must support business growth and generate topline growth opportunities. In this C-level panel discussion, global leaders will discuss how large scale innovation and change can be generated and pushed through the entire global enterprise with thousands of employees.
· A global blueprint of business reinvention and innovation for new product, new market and new customers
· A changing mindset from efficiency to growth: How can OPEX support and create business growth
· Is your business poised for winning in the new market of technology disruption?
· Driving world class global change: getting your employees onboard


Nigel Leppitt

Global Head of Organisation and Business Transformation
Allianz Global Corporate & Specialty SE

Tony Milando

SVP Business Transformation & Continuous Improvement

Sponsored by: Appian

4:15 PM - 4:45 PM Afternoon Break

4:45 PM - 5:15 PM A business case of process Innovation driving organisational performance & growth

Plenary Keynote
Sisir Padhy, Vice President, Process Excellence and Innovation, Verizon


Sisir Padhy

Vice President, Process Excellence and Innovation

5:15 PM - 5:45 PM Digital workforce driving exponential business growth

Plenary client-led testinonial

Sponsored by: UiPath

5:45 PM - 6:15 PM Shape the future of performance excellence and growth in scale through digital reinvention

Plenary Keynote
Jon Theuerkauf, Managing Director and Group Head of Performance Excellence, BNY Mellon
Operational excellence is being redefined today. It is essential for transformation leaders to think differently. This keynote session will provide important insights on how thinking and acting differently look like from a true market leader’s perspective.
· Building capability for business transformation
· Simplify and simplify more!
· Why should we think differently and how can we think differently?


Jon Theuerkauf

Managing Director and Group Head of Performance Excellence
BNY Mellon

6:15 PM - 6:15 PM OPEX Week Drinks Reception