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Business Transformation & Operational Excellence World Summit (BTOES19)

The Largest Premier Cross-Industry Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executives.

Agenda

Welcome to the BTOES19 Agenda.  To view all days, please select "Full Programme" below first.   To view a specific track or co-located conference, please click on "Full Programme", and then the respective track or co-located event listed in the colored bar below. Please note, this will still display the general sessions as well as the specific track sessions you have selected. New speakers are being added to the agenda every week, so keep coming back for an update. Any questions, please email info@proqis.com 

Filter by Day - Wednesday & Thursday - March 20-21, 2019 are the Main Summit Days

Full-Day Workshops Pre-Summit Workshops & Keynotes Main Summit Main Summit Post-Summit Workshops & Site Tours

Filter by Track - This displays the General Session & the respective Track Session - select "Full Programme" above first.

show all Innovation Execution Summit Strategy Execution Summit Business Transformation Summit Culture Transformation Summit Customer Experience Excellence Summit Leadership Summit Process Optimization Summit Agility Summit Operational Excellence Summit Lean Business Transformation & Operational Excellence Healthcare Summit TechXLive Business Transformation & Operational Excellence Insurance Summit Business Transformation & Operational Excellence in Manufacturing Summit Global Heads of Operational Excellence Private Forum Meetings & Networking Roundtables Private Forums
To expand or collapse a day, please click on the day header (black box with white text below). To view all days, please click on "Full Programme" above

 

The BTOES19 agenda has been reimagined to ensure you engage in the highest number of meaningful conversations and maximize peer-to-peer learning.

One of the biggest values attendees want from BTOES is the opportunity to exchange ideas though longer enhanced networking and interaction opportunities and group shared learning activities. We have ensured that BTOES19 agenda has been redesigned to maximize this.

Below are just some of the changes that have been made:

Day 1 - Monday | Full-Day Workshops | 18th March 2019

Registration & Breakfast

Innovation Acceleration: Discover the disciplined approach to innovation & leadership development

Full Day Workshop | General Session

Includes Breakfast, Breaks & Lunch
Excellence & Innovation Acceleration
Discover the disciplined approach to innovation, leadership development & value creation

Excellence & Innovation is an integrated program for innovation, leadership development, strategy execution and value creation. It combines disciplined innovation methods with elements of venture capitalism, crowdsourcing and collaborative leadership to deliver rapid and sustainable business improvements and innovations in any industry.

Its track record of innovation, leadership development, strategy execution and value creation for over a decade has won industry awards and accolades worldwide, including the 2015 Global Award of Excellence, the 2016 Top U.S. Private Company for Leaders and the 2017 Business Transformation & Operational Excellence World Summit.


 

You will learn:

  • How to build a sustainable culture of Excellence & Innovation anywhere in the world
  • How to identify or develop highly engaged innovators and entrepreneurs in your organization 
  • How to select, prioritize and accelerate high impact, innovation projects 

 

Hands-On Experience Includes:

  • Interactive exercises demonstrating powerful Excellence & Innovation concepts in action
  • Review of award-winning Excellence & Innovation mechanisms, methods and projects
  • Team challenges to foster intense collaboration, innovation and leadership networking  

 

What makes this course special?

The interactive workshop is led by the creator of the award-winning Excellence & Innovation program. It is a comprehensive guide for leaders and practitioners, loaded with proven methods and backed by a strong track record of results to accelerate innovation, leadership development, strategy execution and value creation in any industry. Excellence & Innovation acceleration, business transformation and operational excellence has included more than 30,000 professionals and clients in oil & gas, power generation, telecommunications, technology, finance, banking, law, healthcare, transportation, infrastructure, electronics, semiconductors, food, manufacturing and non-profit organizations in more than 20 countries.


How will you benefit

Gain the insights and mechanisms necessary to accelerate innovation, leadership development, strategy execution and value creation in any organization, globally.

 

How To Register

Click here to register.

You have 3 ways to book this full-day workshop. 

Full Day Workshop Only Option (Monday Only)

The Complete Access Pass  (Monday to Thursday includes Workshop on Tuesday and the Main Summit & Awards Program on Wednesday & Thursday) OR 

Diamond Access Pass (Monday to Friday, same as complete access pass, plus Friday workshops, and site tour) 


 

Course Structure / Detailed Agenda

The one-day Excellence & Innovation Acceleration workshop on Monday, March 18 provides extensive leadership coverage of how to accelerate innovation, leadership development, strategy execution and value creation in any organization. Innovation leaders and practitioners with multi-industry experiences will demonstrate how to identify, prioritize and accelerate value creation and strategy execution initiatives in any business. Attendees will discover how to leverage elements of venture capitalism, crowdsourcing and collaborative leadership to build a global culture of innovation that lasts.


The exclusive, full-day workshop at BTOES includes: 

  • A structured and disciplined approach to leadership development, business innovation and growth
  • How to build a culture of innovation anywhere in the world
  • How to identify or develop innovators and entrepreneurs in your organization 
  • How to select, prioritize and accelerate innovation projects 
  • Review of award-winning Excellence & Innovation mechanisms, methods and projects
  • Interactive exercises demonstrating powerful Excellence & Innovation concepts in action 

 

Breakfast, lunch and all materials provided.

 

 

Course Leader 

José Pires serves as Global Excellence & Innovation (E&I) executive leader and advisor for startups, scaleups and Fortune 500 companies, where he oversees the global identification, prioritization and execution of high value business improvements and innovations for the companies, business partners and customers in multiple markets.

Prior to his current role, Pires held Excellence and Innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé), infrastructure (Black & Veatch), and Oil & Gas (Andeavor-MPC) industries. Throughout his career, Pires developed and refined E&I as an award winning program for innovation, leadership development, strategy execution and value creation globally.

Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, strategy execution, business transformation, customer engagement and growth acceleration.

He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego. 


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How To Register

Click here to register.

You have 3 ways to book this full-day workshop. 

Full Day Workshop Only Option (Monday Only)

The Complete Access Pass  (Monday to Thursday includes Workshop on Tuesday and the Main Summit & Awards Program on Wednesday & Thursday) OR 

Diamond Access Pass (Monday to Friday, same as complete access pass, plus Friday workshops, and site tour) 

Testimonials

Business Excellence (BEx®) is the winner of the Global Award of Excellence

Chief Executive magazine ranks Black & Veatch the best U.S. private company for leaders

  • José Pires
    Global Excellence & Innovation (E&I) Leader

Mastering Change Management

Full Day Workshop | Culture Transformation Summit

Includes Breakfast, Breaks & Lunch
Mastering Change Management & Cultural Transformation
Learn and assimilate the theory and practice of change management. Practicing learnings with case studies and real-life examples

Topic Intro:

A one day course that will teach participants to learn and assimilate the theory and practice of change management

Participants will learn how to facilitate/ drive change & transformation successfully in their organizations. They will learn key principles and actions they need to take, and the pitfalls they must avoid, to drive change.

Hands-On Experience Includes: 

 Practicing learnings with case studies and real-life examples.

Why is this course unique? 

There are very few courses on transformation and change management. This course will be a good mix of a theoretical overview with some practical tips.

Course Structure / Detailed Agenda:

  • Introduction to the theory of change management – 1.0 hours
  • Sharing the vision – 0.5 hour
  • Establishing the guiding principles – 0.5 hour
  • Shaping the change – Exploration & Learning – 1 hour
  • Implementing the change - Systems and structure – 1 hour
  • Winning the non-believers – 1 hour
  • Enjoying the journey – 1 hour
  • Wrap up – 30 minutes

Who Should Attend:

 Operational Excellence leaders; LEAN transformation practitioners; Agile Coaches/ Agile Transformation leaders/ Anyone trying to drive change.

Prerequisites:

None

Course Leader

Anu George, Chief Quality Officer, Morningstar, Inc.

Anu George is the Chief Quality Officer for Morningstar. She is responsible for providing strategic direction to Morningstar’s operational excellence & continuous improvement initiatives. She works at the intersection of operational excellence, human behavior & technology.

She has successfully led the LEAN & Agile transformation at Morningstar & is now focused on mastering design thinking & driving a digital transformation in the organization. Anu has more than 20 years of experience in reputable organizations such as Unilever, GE, and Morningstar. She has global experience through her extensive work in Asia, North America, and Europe.

Anu is an avid reader and has an eclectic choice of the books she reads. She enjoys learning and experimenting with new thoughts in the world of change management, organizational behavior, operational excellence, LEAN & Agile.

She is a frequent speaker on topics including driving transformations, business process excellence, and leadership.

Anu holds a bachelor’s degree in economics and accounting and a master’s degree in business administration, with a specialization in marketing, from the University of Mumbai.

  • Anu George
    COO

DAY 2 - Tuesday | Pre-Summit Workshops & Keynotes | 19th March 2019

Morning Registration, Breakfast & Networking

Break into Workshops

Workshop D | Strategy Execution Summit

Operational Excellence in Your Office: How to Design Autonomous Value Stream Flow

In this session, Kevin will detail a step-by-step methodology for leveraging traditional lean value stream flow to establish Operational Excellence through business processes based on his newly-released book Operational Excellence in Your Office: A Practical Guide to Achieving Autonomous Value Stream Flow with Lean Techniques.

Whether an office provides complex engineering designs, financial information, IT services, health care plans, or other services, Kevin will explain the nine design guidelines for office flow and how to apply in-depth principles such as process family matrices, binary connections, processing cells, workflow cycles, integration events, pitch, and other techniques to create lean value streams that achieve Operational Excellence.

He’ll discuss how to implement each guideline to create an office where information flows from process to process along fixed pathways at preset, predefined times, resulting in a guaranteed turnaround time for the flow of information. Throughout the session, Kevin will share case studies of real office environments globally who have achieved Operational Excellence to overcome common day-to-day challenges and meet heightened customer demands for timely, consistent service.

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

| Business Transformation Summit

Say You Want a Revolution: Standing up an internal business transformation function in your organization.

“The only way you survive is you continually transform into something else.” Ginni Rometty, President and CEO IBM. Many organizations don’t realize this much less understand how to go about institutional transformation. Yet there is more evidence than ever before that irrelevance in the marketplace leads to extinction e.g., think Blockbuster, Borders, and Musicland. Building a roadmap for transformation can make the journey easier and quicker.

During this workshop, co-created with participants, Matthew and Jeff will lead participants through their organization’s journey to stand up a dedicated and “always on” internal transformation business unit. Participants will customize a MVO, a “Minimum Viable Option” or high-gain tool from their transformation toolkit that can be used as immediately as Monday morning. In addition, participants will form a community of transformation practitioners by sharing frameworks, tools, and best practices they’ve found valuable from their own journey.

 

Specifically, participants will:

  • Learn different internal transformation approaches
  • Benefit from a case study of Crowe’s transformation efforts
  • Customize a MVO (Minimum Viable Option) tool implementable Monday morning
  • Form a community of practice by engaging with fellow participants
  • Leave with a collection of ideas contributed by others from their own transformation experiences

Matthew and Jeff ask participants to bring frameworks, tools, and best practices they’ve found useful in any enterprise-wide transformation initiative for sharing with the group whether electronic or paper. Both look forward to welcoming you to the workshop.

  • Jeff Holmquist
    Business Transformation Leader
  • Matthew Krathwohl
    Business Transformation Manager

| Process Optimization Summit

How Lean Six Sigma brings science to the art of sales.

Have you ever wondered if you could bring more discipline and standardization to how your sales and marketing teams go about their jobs?  Could the same principles of Lean Six Sigma that have worked so well in manufacturing be applied and have the same impact?  Kyle Mielke, Black Belt at Cardinal Health, will share lessons learned working directly with the sales and marketing team on various Lean Six Sigma projects.  He will share both successes and failures as he navigated uncharted waters working with these teams.

Attendees will learn:

  • How to get sales leadership to engage in Lean Six Sigma Projects.
  • What does a good sales process look like and how metrics can tell a manager how to be a better coach?
  • How does your CRM tool fit into this and why do so many fail to deliver on what they promise?
  • What is a Sales Production System and what does it look like in an organization?

  • Kyle Mielke
    Position/Title: Director, Strategic Planning / Project Execution – US Commercial Operations

Morning Coffee Break & Networking

Break into Workshops

| Operational Excellence Summit

Architecting Your Operational Excellence Program

Successful Operational Excellence Programs are critical to the ongoing success at many of the world's best companies.  Whether it is driving year-over-year cost reductions, setting new standards for world-class quality, satisfying ever more demanding customers, or being at the forefront of product design and innovation, companies look to their ongoing improvement programs to continually deliver exceptional value to their customers while simultaneously driving profits. 

But with an emphasis on the inputs and not the outputs, most programs are destined to fail.  This is not because they do not deliver benefit, but because they never achieve the expected results – which were almost certainly never established in the first place.

In this workshop, we will explore the Operational Excellence Enterprise Readiness Model and Roadmap – but with an emphasis on the first phase; Program Architecting.  And you will learn;

  • The stage characteristics contained in the Operational Excellence Maturity Model
  • The Operational Excellence Readiness Model and Deployment Roadmap
  • How to architect your Operational Excellence Program and design an Operational Excellence Management System; the preparation steps required for success, and success criterion that must be established and met prior to launch.
  • How to ensure your program stays effective and relevant.

  • Joseph F. Paris, Jr.
    Chairman, Xonitek, Founder

| TechXLive

CoE gap analysis, risks and success factors

| Business Transformation Summit

Targeting Value through Business Transformations –
A pragmatic tool-enabled Approach to Prioritize and Focus smartly

Abstract:

Organizations often start business transformations and digital initiatives with great ambitions and an unrealistic scope. However, they often find out quickly that it does not pay off to boil the ocean. It is important to prioritize and focus on what matters most.

 

In this workshop attendees will get to know a pragmatic process-led approach to identify the right transformation initiatives and translate them into manageable work packages. This leads to fast results at minimal risk. Discussion topics include the approach and use of a software tool to:  

-       Identify high impact business areas and their maturity level

-       Define and prioritize appropriate transformation initiatives

-       Define corresponding project portfolios

-       Embed Transformation activities into a sustainable management infrastructure

This workshop explains these different topics using case examples. Software tools are applied to make the discussed approach tangible and easy to execute. Attendees will have the opportunity to get hands-on experience through selected exercises.

  • Dr. Mathias Kirchmer
    Managing Director & Co CEO

Lunch & Networking

Break into Workshops

| TechXLive

Automation is about the humans, not the bots

Managing a hybrid human/ digital workforce requires balancing controls with freedom - allowing teams to automate according to business need, but within clear, consistent parameters Learn how leading adopters of automation are designing with empathy to drive adoption and using a CoE to govern and optimize the deployment of automation across an enterprise and get to a positive ROI faster.

In a robust CoE, people, process and technology come together in a flexible model, generating a value pool to help reinvest and scale automation across the enterprise. Join this interactive workshop to understand common pitfalls and critical success factors - and assess your own CoE's capabilities.

  • Ben Chance
    Director, IBM Automation COE Offering Leader

Afternoon Coffee & Networking

Break into Workshops

Keynote:

Venetian | Keynote | General Session

Accelerating A Global Deployment To The Next Level Of Performance

Cardinal Health has had considerable benefits with operational excellence since they embarked on this journey 11 years ago, but how have they sustained this in the organization? Hear Bill discuss their journey and how they have trained > 20,000 employees to look for continuous improvement and achieved significant economic benefit to their organization. In addition, Bill will discuss:

  • How to engage and educate executive leaders and management in OpEx?
  • Getting the leadership team to understand the end to end value stream
  • Demonstrating strategy alignment with OpEx benefits, efficiency, productivity, top line growth and cost savings
  • Communicating the expecting operating system that is to be present in all areas of the business, culture and leadership behaviors, metrics, diversity and talent management

  • Bill Owad
    Sr. Vice President, Operational Excellence

Keynote

Gala Reception - BTOESHUB: Mingle with Industry Friends

DAY 3 - Wednesday | Main Summit | 20th March 2019

Registration

Tuscan Ballroom I BTOES MEETINGS HUB & EXPO OPEN

Engagement | Meetings & Networking

BTOES has been designed to be the ultimate senior-level Operational Excellence networking and engagement event. The brand new all-day roundtable sessions, meetups and all day luxurious food and beverage offerings ensure you engage in the highest number of meaningful conversations.  

The roundtable discussions and meetups will be both  industry or topic-focused and take place throughout the entire day, on the hour and 1/2 hour.  These can be book in advance, or you can simply show up and join subject to available seats.  You can also schedule 15-minute to 30-minute 1-2-1 appointments with experts and solutions providers. This all takes place in the all-new BTOES Meeting Hub & Expo Hall in the Tuscan Ballroom. 

The food and beverage functions take place throughout the entire day also in the BTOES Meeting Hub & Expo Hall, so you don't have to miss a meeting or discussion, and will always be able to grab a coffee and a bite to eat. 

You can also view all our carefully selected Poster Presentations, and visit our Sponsors and Exhibitors, and attend solution provider focused presentations, throughout the day. 

7.30am to 7.30pm - Expo & Poster Presentations

7.30am to 5.00pm - Join industry or topic-focused roundtable discussions

7.30am to 9.30am - Hot Breakfast, Networking  & Schedule Appointments 

9.30am to 11.45pm - Themed Refreshments, Networking  & Schedule Appointments 

11.45am to 2.00pm  - Upscale Lunch, Discussions & Schedule Appointments 

12.30pm to 1.30pm - Book Signings

2.00pm to 5.00pm  - Themed Refreshments, Networking  & Schedule Appointments 

6.00pm (Wednesday) - Gala Reception

7.00pm - (Wednesday) - Awards Ceremony

9.30pm - Night Summit 

********************************************************************************

Venetian Ballroom | BTOES Opening Remarks

Venetian Ballroom | Chairperson's Welcome & Introduction to Keynote

Announcement | General Session

Chairperson's Welcome & Introduction to Keynote

  • José Pires
    Global Excellence & Innovation (E&I) Leader

Venetian Ballroom | Keynote: JP Morgan Chase

Keynote | General Session

The Forgotten Basics of Lean

Why do organizations feel the need to “re-invent” Lean? Acknowledge Lean as a standalone program, get the right people in key positions and use very basic Lean tools to create better stability, predictability and standardization. Only once you’ve established standards can real continuous improvement begin.

During my session on the Forgotten Basics of Lean, we will talk about implementing Lean tools for the right reasons, some of the basic tools with near universal applicability and some of the key, deeper elements of each tool that have been omitted by most organizations and why it is important to add them back to the basic Lean tool box.

  • Principles
  • Reinventing Lean
  • Stability and Predictability
  • Monetizing Lean
  • Declaring Victory or “Tapping Out”

 

  • Jeffery A. Davis
    Executive Director of Operational Excellence

Venetian Ballroom | Keynote: Facebook

Keynote | General Session

Transforming your workforce through Strategic Workforce Planning:

 

What you will learn:

  • Introduction to Strategic Workforce Planning and Analytics
  • The importance of building a culture of analytics
  • Creating a Strategic Workforce Planning Vision
  • Building a high powered Strategic Workforce Planning team
  • Lessons Learned

 

  • Ross M. Sparkman
    Head of Strategic Workforce Planning

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

| Leadership Summit

Moderating Track Session

  • Kishore Kandru
    Enterprise Business Architecture Leader

Ligurian Suite I I Track B | Leadership Summit

Transformational Leadership: The Practice of Human Connection

 In this talk, Minette will challenge the audience to think differently about how we interact in our work lives, offering experience-based strategies for breaking down barriers, feeling inspired, and assuming responsibility for improving our relationships with colleagues. Drawing on diverse fields—from neuroscience to philosophy to psychology—she will discuss how to manage feelings of defensiveness, embrace diversity of thought, and cultivate better communications. To stay competitive in today’s complex world, we need to stay connected—with each other, with our customers, and with ourselves.

Key takeaways for attendees:

  • Transformation does not start with great process or great systems; it starts with human connection. 
  • Practicing non-defensive listening will vastly improve your relationships with your colleagues and customers.
  • Welcoming diverse points of view is the secret to solving complex problems.
  • Creating high-performing teams requires us to create a safe environment where everyone has a voice.

  • Minette Norman
    Vice President, Engineering Practice

Ligurian Suite II I Track C | Operational Excellence Summit

Case Study - Building OPEX into Our Company’s DNA

Embedding the new ways of working as you transform a business using a simple structure and tools.

Key takeaways:

  • Importance of embedding change, not just driving change and moving on from 1 change to the next
  • Focus on performance: Codification, KPI’s, tracking
  • Tailored for the end-user
  • Examples and tools to support the journey
  • Future thinking

  • Mario Leduc
    VP Operational Excellence

| Agility Summit

Moderating Track Session

  • Brent Williams
    Director\MBB Lean Six Sigma, Corporate Functions

Ligurian Suite III I Track D | Agility Summit

The Impact of Agile Transformation on CBRE Business

Rose will share her perspective – “How does a multi-billion dollar company adapt agile process and drive toward a Digital Transformation?”

In today’s digital world, technology continues to rapidly evolve, and business needs are changing at a pace not seen before. Commercial real estate is no exception and at CBRE Rose is leading the charge for this change. Taking an agile approach to delivering technology tools that support business professionals will enable us to be more responsive and ensure rapid time-to-market.

To meet these demands, CBRE Digital & Technology is undergoing an agile transformation – come discuss this journey with Rose as she shares the critical steps for delivering the right solutions, to the right people, at the right time.

  • Rose Manjarres
    Senior Vice President, Digital & Technology

Bernini Suite I Track F | TechXLive

Lights out IT and automation at scale

  • Elli Hurst
    Vice President, Automation

| Lean Business Transformation & Operational Excellence Healthcare Summit

Moderating Track Session

  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact

Davinci Suite I Track H | Lean Business Transformation & Operational Excellence Healthcare Summit

Leading Organizational Change with Real World Data: The Pharmaco Perspective

Key Outcomes and Takeaways:

  • Deciding your strategic data needs and building an operating model

  • Creating the technology and data infrastructure

  • Building data competencies in a pharmaco

  • Key lessons to driving cultural change through data


  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact

| Business Transformation & Operational Excellence in Manufacturing Summit

Moderating Track Session

  • Sarbari Basu
    Director - Global Talent Operations

Michelangelo Suite I Track I | Business Transformation & Operational Excellence in Manufacturing Summit

Overcoming Workforce Challenges to Deliver the Desired Results

Most companies face many of the same challenges: human diversities, low employee engagement, ever increasing customer expectations, relentless business pressures and everchanging technology. Peter will combine theoretical approach with actual examples to describe how Data Sciences International (DSI) has overcome many of these challenges in their pursuit of Operational Excellence.

Key Takeaways:

  • Why you need a heavy dose of both Leadership and Management

  • How to establish an engaged and collaborative culture and why it is so critical

  • The importance of utilizing appropriate continuous improvement tools and following the data

 

  • Peter Fritsche
    VP Global Operations

Tuscan Ballroom | Roundtables

Round Tables on Key Pressing Issues & Future Trends

The session lasts 30 minutesThe format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you.  

Meet The Speaker During Lunch

| General Session

Meet the Speaker During Lunch

The below speakers have agreed to run roundtable discussion sessions over lunch.

The discussions are free-flowing and open. 

The speaker's names will be on the respective lunch table, simply select the speaker table you wish to join.

The speakers will be at their tables between 12.30pm and 1.30pm.

  • Ross M. Sparkman
    Head of Strategic Workforce Planning
  • Randy Shumway
    Chairman, Partner
  • Robert Crotty
    AVP - HCA Building Capital Productivity and Strategy
  • Lawrence Cowan
    Partner
  • Ben Chance
    Director, IBM Automation COE Offering Leader
  • Stefan Schmidt
    Associate Partner, Global Head of Operations & Lean Practice, innogy SE
  • Corey Rathburn
    Regional Value Oriented Architecture and Clinical Excellence
  • Jeffery A. Davis
    Executive Director of Operational Excellence
  • Alina Aranova
    Chief of Staff for the Global Product Technology
  • Iassen Deenitchin
    Head of Global Process Management
  • Matt Aguilar
    Operational Excellence Guru
  • Ronald Lear
    Director of IP Development, CMMI Products & Services Chief Architect
  • Phillip Murphy
    Headquarters CI Team Lean Six Sigma Master Black Belt
  • Sarbari Basu
    Director - Global Talent Operations
  • Erin Pelletier
    Director of Operational Excellence
  • Edward J. Blackman
    Global Leader of CI
  • Brent Williams
    Director\MBB Lean Six Sigma, Corporate Functions
  • Brian McDonald
    Vice President Strategic Planning - Finance
  • Agustin Stengel
    VP, Way of Working
  • Holly Rogers
    Lean Six Sigma Black Belt
  • Jo Murray
    Matron, Achieving Excellence
  • Attila Dobai
    Head of Strategy and Innovation
  • Matthew Krathwohl
    Business Transformation Manager
  • Mario Leduc
    VP Operational Excellence
  • Yuval Dvir
    Head of Intl. Online Scaled Partnerships, Google Cloud
  • Steven Remsen
    Lean Six Sigma Black Belt Enterprise Process Excellence (PEx)
  • Kishore Kandru
    Enterprise Business Architecture Leader
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Minette Norman
    Vice President, Engineering Practice
  • Ira J. Perlmuter
    Founder/Managing Director and Chairman
  • Brian Gallagher
    SVP, Operational Excellence
  • Jim De Vries
    Founder, Managing Director
  • Helen Figge
    Chief Strategy Officer
  • Trent Kaufman
    CEO
  • Peter Fritsche
    VP Global Operations
  • Michael Greenidge
    IT Director, Enterprise Applications
  • Ryan Leuty
    Operational Excellence | Black Belt
  • Rob Stewart
    CEO
  • Gerald A. Faunt
    Vice President of Quality
  • Bill Owad
    Sr. Vice President, Operational Excellence
  • Karthik Raman
    Vice President Implementation Strategy & CI
  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management
  • David Coleman
    Finance Business Partner and Continuous Improvement Manager
  • Kenneth Giles
    Quality and Continuous Improvement Principal
  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact
  • Kyle Mielke
    Position/Title: Director, Strategic Planning / Project Execution – US Commercial Operations
  • Griselda Abousleman
    Vice President, Operational Excellence, Transport Solutions NA/EMEA
  • Rias Attar
    Vice President – Enterprise Project Management Office & Strategic Initiatives
  • Nuray Gurtekin Sen
    Head of Global Process and Quality Siemens Corporate Technology Research in Digitalization and Automation
  • Marco Chmura
    Director of Quality & Transformation

Tuscan Ballroom I Book-Signing

BTOES Insights Boot | Book Signing | General Session

Book Signing with Kevin Duggan, Institute for Operational Excellence

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

Tuscan Ballroom | Topic Theme Meetups & Ideas Exchange

Tuscan Ballroom | Meetings & Networking

Cultural Transformation Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Agility Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Leadership Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Operational Excellence Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Business Transformation Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Industry Meet Ups & Ideas Exchange

Tuscan Ballroom | Meetings & Networking

Agriculture Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Internet & Technology Industries Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Insurance Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Manufacturing Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Oil & Gas Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Professional Services Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Real Estate Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Telecommunications Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

30 Minute Topic Specific Roundtable Sessions

| Roundtables

30 Minute Topic Specific Roundtable Sessions

Each roundtable session lasts 30 minutes and will be taking place from 2pm to 5pm. The format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you. The precise timing of each roundtable will be annouced shortly. 

The Round Table topics with numbers are listed below:

RT1       Marco Chmura, Director of Quality & Transformation, Morningstar, Inc.

RT2      Randy Shumway, Chairman, Cicero Group

RT3      Scaling a Business Transformation across a $1.5B Healthcare Construction PortfolioRobert Crotty, AVP Capital Productivity and Strategy, HCA

RT4      Lawrence Cowan, Senior Partner, Cicero Group

RT5      Changing to Win! and Quickly, Rias Attar, VP - EPMO and Strategic Initiatives, Caesars Entertainment

RT6      Bilal Muhammed, VP, Specialized Engineering, Wells Fargo

RT7      The Forgotten Basics of LeanJeffery Davis, Executive Director, Operational Excellence, JP Morgan Chase & Company

RT8      Building a Continuous Improvement Culture OrganicallyDaniel Fahey, Global Director, Operational Excellence, Martin Bower

RT9      Transforming Your Workforce through Strategic Workforce PlanningRoss Sparkman, Head of Strategic Workforce Planning, Facebook

RT10    Business Transformation across Industries, Organization Size, and Maturity LevelsAlina Aronova, VP of Operations and Chief of Staff, Cengage

RT11     Leading Organizational Change with Real World Data: The Pharmaco  PerspectiveChristopher Boone, Vice President, Real World Data & Analytics, Pfizer

RT12    Karthik Raman, Vice President Continuous Improvement, Magellan Health

RT13    Enabling Business Transformation amidst Conflicting Organizational MindsetsMatt Aguilar, Senior Manager, Program Management, Becton-Dickinson

RT14    Transforming Organizational Capability and Performance Using CMMI V2.0Ronald Lear, Director of Intellectual Property Development, CMMI Institute

RT15    Using Operational Excellence to Change the Culture in the United States Postal ServicePhillip Murphy, Master Black Belt, US Postal Service

RT16    How Cummins Distribution is using Great Conversations to improve Supervisor Quality and drive Employee Engagement in Frontline Service Operations RolesSarbari Basu, Director - Global Talent Operations, Cummins Inc. Distribution Business

RT17    Think Like A County, Operate Like A Top Fortune 500 Company!Keith Clinkscales, Director Strategic Planning & Performance Management, BOCC-Palm Beach County

RT18    The Experts have left the Building, now what? A Journey of Transformation and Continuous ImprovementErin Pelletier, Director of Operational Excellence, Care New England

RT19    Developing Executive Problem Solving BehaviorsEdward Blackman, Global Leader of Continuous Improvement - GIS, Whirlpool

RT20    Age of AgileBrent Williams, Director, Business Process, McKesson Corporation

RT21    The Farmers Insurance Operational Excellence JourneyHolly Rogers, Lean Six Sigma Black Belt, Farmers Insurance

RT22    Strategy Execution. Delivering The Innovative "Connected Truck" ProgramAttila Dobai, Head of Innovation and Strategy - Budget Truck, Avis Budget Group

RT23    Processing Mining: Process Mapping for a Digitally Transformed World, Steven Remsen, Lean Six Black Belt, Intel Corporation

RT24    RPA with LeSS: An Insurers Insight, Kishore Kandru, Enterprise Business Architecture Leader, CSAA Insurance Group

RT25    How Lean Six Sigma brings Schience to the Art of Sales, Kyle Mielke, Director, Strategic Planning / Project Execution, Cardinal Health

RT26    Juanita Duckett, Enterprise Agile-Lean Coach, Advanced Process Group

RT27   Driving Cultural and Strategic Transformation with Disruptive Co- Innovation, Alex Goryachev, SR. Director, Innovation Strategy & Programs, Cisco Systems

RT28    Creating a Winning Culture by Leading with Fundamentals, Steve Waszak, VP Operational Excellence, Greene Group Industries

RT29    Damon Werner, VP, Business Optimization & Six Sigma, McKesson Corporation

RT30   Transformational Leadership: The Pratice of Human Connection, Minette Norman, Vice President, Engineering Practice, Autodesk, Inc.

RT31    Buying Companies in Bankruptcy and Distress, Ira J. Perlmuter, Managing Director, T5 Equity Partners, LLC

RT32    Improving Business Outcomes through the Application of Enterprise-wide Operational Excellence, Brian Gallagher, SVP, Operational Excellence, CACI International

RT33    Recognizing the "Heart of a Company"Jim de Vries, Founder, CEO, Enhance International Group

RT34    Supporting "DID" in Leadership: Diversity, Innovation, and DistruptionHelen Figge, Chief Strategy Officer, MedicaSoft

RT35    Creating a Culture of Quality and InnovationKenneth Giles, Quality and Continuous Improvement Principal, FedEx Corporation

RT36    To Know Where You're Going, You Must See What You're doing, Ryan Leuty, Black Belt, COUNTRY Financial

RT37    Deploying blended learning for Operational  Excellence, Rob Stewart, President & CEO, OpusWorks (by the Quality Group)

RT39    Accelerating A Global Deployment To The Next Level Of PerformanceBill Owad, SVP, Operational Excellence, Cardinal Health

  • Randy Shumway
    Chairman, Partner
  • Lawrence Cowan
    Partner
  • Rias Attar
    Vice President – Enterprise Project Management Office & Strategic Initiatives
  • Jeffery A. Davis
    Executive Director of Operational Excellence
  • Daniel Fahey
    Global Director, Operational Excellence
  • Ross M. Sparkman
    Head of Strategic Workforce Planning
  • Alina Aranova
    Chief of Staff for the Global Product Technology
  • Matt Aguilar
    Operational Excellence Guru
  • Ronald Lear
    Director of IP Development, CMMI Products & Services Chief Architect
  • Phillip Murphy
    Headquarters CI Team Lean Six Sigma Master Black Belt
  • Sarbari Basu
    Director - Global Talent Operations
  • Erin Pelletier
    Director of Operational Excellence
  • Edward J. Blackman
    Global Leader of CI
  • Brent Williams
    Director\MBB Lean Six Sigma, Corporate Functions
  • Attila Dobai
    Head of Strategy and Innovation
  • Holly Rogers
    Lean Six Sigma Black Belt
  • Steven Remsen
    Lean Six Sigma Black Belt Enterprise Process Excellence (PEx)
  • Kishore Kandru
    Enterprise Business Architecture Leader
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Steve Waszak
    VP Operational Excellence
  • Damon Werner
    Vice President, Business Optimization & Six Sigma
  • Minette Norman
    Vice President, Engineering Practice
  • Brian Gallagher
    SVP, Operational Excellence
  • Jim De Vries
    Founder, Managing Director
  • Helen Figge
    Chief Strategy Officer
  • Trent Kaufman
    CEO
  • Ryan Leuty
    Operational Excellence | Black Belt
  • Rob Stewart
    CEO
  • Bill Owad
    Sr. Vice President, Operational Excellence
  • Ira J. Perlmuter
    Founder/Managing Director and Chairman
  • Robert Crotty
    AVP - HCA Building Capital Productivity and Strategy
  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management
  • Kenneth Giles
    Quality and Continuous Improvement Principal
  • Karthik Raman
    Vice President Implementation Strategy & CI
  • Kyle Mielke
    Position/Title: Director, Strategic Planning / Project Execution – US Commercial Operations
  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact
  • Marco Chmura
    Director of Quality & Transformation

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

| Culture Transformation Summit

Moderating a Track Session

  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management

Venetian Ballroom III-IV | TRACK A | Culture Transformation Summit

Think Like A County, Operate Like A Top Fortune 500 Company!

Balanced Scorecards, Total Quality Management, High Performance Teams, Employee Engagement, Rewards & Recognition,  Process Re-engineering, Benchmarking, Lean Six Sigma, Strategic Planning, Vision, Mission, Goals, Objectives all attributes usually associated with an innovative and progressive Fortune 500 company. However, this presentation will take you on the journey of how Palm Beach County went from good to GREAT by still “thinking like a county”…but learning to operate like an innovative, progressive Fortune 500 Company. 

Come and hear:

  • How we transformed the culture with an innovative “Feed Your Mind” campaign
  • How we made Strategy contagious
  • How we aligned over 30 departments under the County’s Six Strategic Priorities.
  • How we formed High Performance Teams all over the county to engage employees and drive department plans
  • How we broke department “silos”
  • How we created cross-department collaborations that never existed before
  • How we used metrics throughout the county to transform how decisions were made
  • How we applied Lean Six Sigma concepts
  • How we celebrate successes

 

  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management

Ligurian Suite I I Track B | Leadership Summit

Deploying Lean Management for Top Executive Teams

 

Leaders from Fannie Mae’s Lean Management Center of Excellence share their approach to shifting CEO and top two layers of organization to accelerate enterprise-wide adoption within three years of initial introduction to lean management practices.

Session topics will include:

. Approach to deploy Lean Management for top teams

. Strategy deployment

. Leadership behaviors, approach to enhance trust and transparency

. Key elements to consider and lessons learned

. Successes and impact to date as well as challenges ahead

 

 

  • Agustin Stengel
    VP, Way of Working

Ligurian Suite II I Track C | Operational Excellence Summit

Operational Excellence in a Digital World that focuses on Service

Operational Excellence strategies are essential to any growing business, especially in an ever-changing world that is transforming into product electrification and digitization.  In this session, you will hear about the fundamental need for our business and channel partners to implement lean principles and fully engage in a cultural transformation that is not only fun, but is also proving extremely profitable for our business and our dealer network.  We are winning together and ensuring that continuous improvement is blazing in a world that is constantly changing.

  • Awareness of the need to change with electrification and digitization strategies
  • Lean principles and continuous improvement methodologies apply in any business environment
  • With teamwork, desire and a positive attitude, anyone can implement and succeed with operational excellence – Dive right in!
  • Success stories from our experiences in Thermo King

 

  • Griselda Abousleman
    Vice President, Operational Excellence, Transport Solutions NA/EMEA

Ligurian III | TRACK D | Agility Summit

How can agile software delivery and the associated organisational transformation it brings best be aligned with traditional lean and sigma continuous improvement efforts?
  • Do Product Teams Do CI?
  • The role of the traditional back office and its relationship to product development.
  • How does Design Thinking reconcile with back office operations?
  • Linking RPA enhancements to agile delivery and digital transformation.

  • Richard Bowden
    Head of Processes & Change Management

Venetian Ballroom II | Track E | Business Transformation Summit

Enabling Business Transformation amidst Conflicting Organizational Mindsets

INTRO: Take an organization that once “tried” Operational Excellence and introduce business transformation while it is still completing major M&A activity and introducing new activity at the same time. This is a lot to deal with at one given time. Many organizations will often reconsider ever starting the journey until it is the right time. But is there ever a right time to begin the journey? Time waits for no one and business must continue to drive forward while rampant change continues to happen. It is how we start the journey that will dictate how it ends…most of the time

KEY TAKEAWAYS:

  • The business must go on: Growth is key
  • The models we design must be executable: Concepts are nice but…
  • Process with enabling technology: Not the other way around
  • The right tools for the right effort: And don’t forget change management
  • Measure and improve: Continuously

  • Matt Aguilar
    Operational Excellence Guru

Bernini - Track F | TechXLive

How Process Excellence can leverage Automation to drive Productivity and Employee Experience

Key takeaway:

Attendees can leverage how to use technology to drive their operational excellence and experience improvement agendas.

 

  • Maximiliano Just
    Global Director - Business Integration

| Lean Business Transformation & Operational Excellence Healthcare Summit

Supporting “DID” in Leadership: Diversity, Innovation, and Disruption

 

Diversity in the workplace is paramount to the success of any organization.  Being able to entertain various skill sets and mentor to consensus at times is difficult if not identified early and handled correctly.  Patience and skill will be paramount as we build out organizations of excellence spotlighting varying degrees of skills and innovations while balancing civility in the work environment.  Discussions will support these efforts in this segment.

  • Being able to better appreciate and support the importance of a diverse  landscape for long term leadership success
  • Combatting inner demons to force change
  • Recognizing differences in the workforce skill set is invaluable
  • Rewarding the "DID"


  • Helen Figge
    Chief Strategy Officer

Michelangelo Suite I Track I | Business Transformation & Operational Excellence in Manufacturing Summit

How Cummins Distribution is using Great Conversations to improve supervisor quality and drive employee engagement in frontline service operations roles.
  • Defining the problem: rising attrition at branch level, faltering engagement scores. Talent management transformation in progress – more and more processes involving hiring, managing performance , allocating pay increases being transitioned to Manager self service . Manager/ supervisors not happy at doing “HR work “ – the talent mindset is missing .Outcomes – employees do not consistently feel encouraged, appreciated, developed and look for other opportunities
  • A document – a “how to “guide on helping Managers / supervisors practice having ‘great conversations “was developed in another business unit within Cummins. Distribution took up the document and transformed it into a Manager/ Supervisor resource or tool kit and used a ‘coaching cohort “ to deploy it
  • Measurement mechanisms have been set up to assess effectiveness and measure outcomes.

  • Sarbari Basu
    Director - Global Talent Operations

Tuscan Ballroom | Roundtables

Round Tables on Key Pressing Issues & Future Trends

The session lasts 30 minutesThe format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you. 

The Global Heads of Operational Excellence Private Forum

Donatello Boardroom | Private Forums

Global Leaders of Operational Excellence Private Forum

This is an exclusive private closed doors event, operated under Chatham House Rules. It is exclusively for C-Level, EVPs, & Global Heads involved in Operational Excellence at Enterprise / Corporate HQ Level, in organizations with over 5000+ employees and $1BN+ in revenue. 

To request an invitation to The Global Heads of Operational Excellence Private Forum, please email btoes19@proqis.com

Your application will be reviewed by The Board of the Business Transformation & Operational Excellence World Summit.

This is an exclusive private invitation-only event for Global Heads & Leaders of Operational Excellence at Enterprise Level, to discuss enterprise-level Operational Excellence challenges, trends and the issues that matter. E.g. Culture Transformation, Sustainability, The Impact of Digitalization.

Invitations are non-transferable, and places are strictly limited. 


Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Venetian Ballroom III - IV | TRACK A | Culture Transformation Summit

Building a Continuous Improvement Culture Organically
  • Gaining aligned vision with leadership
  •  Translating global vision into strategic goals for a global organization
  • Developing internal talent with customized continuous improvement training
  • Celebrating the successes at country and global levels
  • Sustaining the momentum over multiple years

 

  • Daniel Fahey
    Global Director, Operational Excellence

Ligurian Suite II | TRACK C | Operational Excellence Summit

Improving Business Outcomes through the Application of Enterprise-wide Operational Excellence

This session will describe the application of Operational Excellence concepts to enable business outcomes within CACI, a $4.3B defense contractor providing solutions and services supporting critical missions.  Operational Excellence is one of three strategies helping CACI enjoy sustained, profitable growth, outpacing its peers.  The session will describe how OpEx is implemented at CACI, the tools and methods, outcomes achieved, and future plans

  • OpEx as one of three enterprise objectives
  • Applying techniques to the lowest levels
  • Improving customer focused work and program performance
  • Tools and Techniques applies
  • Quantitative results discussed 

 

 

  • Brian Gallagher
    SVP, Operational Excellence

Venetian Ballroom II | Track E | Business Transformation Summit

Transforming Organizational Capability and Performance Using CMMI V2.0

 

Does your organization strive to improve speed-to-market?  Do you aim to deliver quality solutions that fully meets or exceeds your customer needs? Do your teams aspire to increase productivity and efficiency?  How can you address all this and still continually outperform the competition?  Join me in a journey of discovery and enlightenment and learn about a new model of business performance that is designed for multiple domains, industries and businesses and deployed globally in over 103 countries.  Learn how CMMI Version 2.0 is making the world work better at the speed of business for the next century.

Key Take-Aways

  • Improving & Benchmarking Business Capability & Performance
  • Building Agile Resiliency and Scalability
  • Accelerating Improvement and Innovation
  • Sustaining Organizational Persistence and Habit (Culture eats strategy for breakfast!)

  • Ronald Lear
    Director of IP Development, CMMI Products & Services Chief Architect

Ligurian Suite I | Track B | Leadership Summit

Recognizing the “Heart of a Company”™

We often focus on where we are going i.e. Vision and Mission, before we know who we are or where we are going as a company.  The Heart of a Company™ is the core and foundation of the company’s Identity.  Jim will provide a framework and an adaptable approach which enable leaders to address the “need for change” in a comprehensible manner. 

  • Recognizing the Heart of a Company™
  • Developing your Company’s “Overall Heartbeat”
  • Centric Operating Modeling: Customer, Technology, Cost/Margin
  • Moving from PUSH to PULL Transformation Project Execution Pipeline
  • Intuitive Hoshin Kanri Enablement
  • Exemplar Transformation Roadmaps & Maturity Models

 

  • Jim De Vries
    Founder, Managing Director

| Business Transformation & Operational Excellence in Manufacturing Summit

Culture Transformation in a Manufacturing Enterprise - Goodyear
  • It is all about the Culture:
  • Why? Because Culture trumps Intelligence
  • The Culture of your organisation will determine how individuals make decisions and how the company performs
  • You will explore case study examples of how the Culture overrides Intelligence and negatively impacts performance

  • David Coleman
    Finance Business Partner and Continuous Improvement Manager

Bernini - Track F | TechXLive

Processing Mining: Process Mapping for a Digitally Transformed World

As most mature continuous improvement programs will attest, deploying manual process mapping methodologies can be time-consuming activities that are prone to gross inaccuracies due to stakeholders’ and subject matter experts’ subjectivity, partiality, limited scope, or poor visibility within a given process. Process mining is an emerging technology and discipline that seeks to correct these critical flaws in traditional process mapping by using computational algorithms that can quickly and objectively create process models solely from event logs without using any other a priori information. These process models can be further enriched with attribute data to enable advanced data exploratory, data mining, and modeling methods. Essentially, process mining helps breathe life into reality-based, discovered process models for digitally transformed organizations.

This session will give an overview of the core concepts and methods of process mining as well as recommendations on how to quickly integrate process mining into your continuous improvement program. As an Intel Lean Six Sigma Master Black Belt candidate, the presenter will also show how process mining can be used to enhance the business value and increase the velocity of your program’s define, measure, analyze, improve, control (DMAIC)-based LSS improvement projects.

Key Takeaways:

  • Understand the three core concepts of process mining: discovery, conformance, and enhancement
  • Learn why process mining is needed to augment traditional mapping methods for digitally transformed organizations.  
  • Learn how to integrate process mining into your program quickly, with no data or computer scientists needed
  • Discover how process mining can be easily integrated to improve the business value and increase the velocity of DMAIC-based LSS improvement projects

  • Steven Remsen
    Lean Six Sigma Black Belt Enterprise Process Excellence (PEx)

Tuscan Ballroom | Roundtables

Round Tables on Key Pressing Issues & Future Trends

The session lasts 30 minutesThe format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you. 

Venetian Ballroom | Keynote: Whirlpool

Venetian | Keynote: Whirlpool | General Session

Developing Executive Problem Solving Behaviors

 

Introduction: How do we develop executive problem solving behaviors to support and sustain transformations?

Combining Behavioral Science with Lean leadership has resulted in transforming executives and their leadership teams into not only supporting Continuous Improvement, but also daily practitioners of CI. In this session you will learn about the CI journey of a Global Information Services leadership team.

Key Takeaways

  • How to conduct Executive Coaching using Behavioral Science and simplified Kata 
  • How to align with Agile methodologies
  • How to setup Visual Management Systems and Huddles with globally distributed leadership teams
  • How to create a culture of consistent improvement using the Skills Matrix and KPI system

  • Edward J. Blackman
    Global Leader of CI

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Venetian Ballroom II | Track E | Business Transformation Summit

Shaping the energy industry with operational excellence – about our successful transformation from a traditional, fully integrated utility to a multisided innovative company.
  • During 100 years RWE developed successfully to one of the leading gas and electricity suppliers in Europe
  • The energy transition became a game changer and forced us to re-invent ourselves
  • The energy revolution – moving away from conventional power such as coal and nuclear towards renewable energy – became a game changer for many large utilities. For more than hundred years, they have successfully delivered products and services across the entire value chain: exploration, conventional power generation, grid & infrastructure and retail business.
  • The paradigm change caused by the energy revolution and digitalization requires a new modus operandi.
  • Our New Way of Working approach became major success factor for our transformation combining operational excellence and lean
  • Today we can proudly say that innogy, one of Europe’s largest utilities, has transformed from a traditional, fully integrated utility to a multi-sided, innovative company, focusing on customer needs, operational excellence and lean principles. We have established a culture of continuous improvement and enabling employees. And most importantly, we developed a leadership style that is focusing on sustainability and systemic change.
  • Whereas classical lean methods are focusing on shop floor performance and E2E process improvements, we think of this approach as too narrow for today’s complex and interlinked value chains. To provide sustainable solutions for our value chain, including administrative and cross-functional departments, other qualities and abilities were crucial. A shift from traditional lead excellence performance to a new
  • At innogy we established a program called “New Way of Working” that combines operational excellence and lean philosophies, with systemic change management and the ability of systemic perceiving. It aims to put customers at the heart of the business, drive financial performance and give employees at all levels a greater voice. It contains of four main principles that are closely linked: Customers: improve customer satisfaction, Financials: increase operating cash flow and reduce costs, Leadership: enable and support leaders, Employees: enable employees and improve employee satisfaction.
  • The presentation will share success factors and ways of working

  • Stefan Schmidt
    Associate Partner, Global Head of Operations & Lean Practice, innogy SE

Bernini Suite | Track F | TechXLive

Digital Enterprise Transformation Strategy: Technology Enablement + Process Simplification + Integrated Data Architecture

Over the past 15 years, the rapid increase in MIT Lincoln Laboratory’s business complexity with a moderate increase in its capabilities has created a significant gap, which left unchecked is a strategic threat to our ability to successfully execute on our mission.  To address this capability gap, MIT Lincoln Laboratory is undertaking a major multi-year initiative to accelerate its digital enterprise transformation by concurrently reducing the complexity of its business environment, and improving capabilities and data analytics across the entire R&D lifecycle.

In this session Mike will discuss:

  • The history and current state of MIT Lincoln Laboratory’s business environment.
  • MIT Lincoln Laboratory strategy for accelerating the digital enterprise transformation of its business environment.
    • technology enablement
    • business process simplification
    • integrated data architecture
    • Business Transformation Office
    • Approach for managing change and developing a continuous improvement culture

  • Michael Greenidge
    IT Director, Enterprise Applications
  • Sandra Lechiaro
    Business Transformation Manager

Michelangelo Suite I Track I | Business Transformation & Operational Excellence in Manufacturing Summit

Manufacturing 4.0: Shiny digital objects

From M 4.0, robotics, 3D printing, the internet of things, cloud technology and machine learning to predictive analytics, manufacturers are looking to fit new technologies, for better automation and connectivity to boost productivity.

  • Is this the best approach?
  • Are these technologies investments enough?

The Johnson Controls Manufacturing System has demonstrated outstanding performance improvements when achieving Manufacturing Excellence, even in high performing facilities 

Manufacturing 4.0 has become deeply ingrained in the Johnson Controls strategy for Manufacturing Excellence, and is the key enabler to unlocking the full value of the newest digital technologies

Key takeaways/focus

  • How Manufacturing 4.0 has become central to achieving previously unattainable performance levels.
  • What not to do as you pursue a digital manufacturing transformation
  • Silver bullet myth  - technology will solve your pain points

| Lean Business Transformation & Operational Excellence Healthcare Summit

Age of Agile

Increasing number of businesses are adopting agile delivery models to manage projects and deliver new capabilities to their customers.  Lean Six Sigma and agile share common roots and principles and are strong compliments to each other. LSS programs supporting business/functions that are adopting agile need a basic understanding of the operating model so they can integrate the process improvement work-streams into that operating model and align resource support. 

Session objectives: At the end of this session participants will be able to...

  • Provide a high level overview of agile.
  • Share some common principles between Lean Six Sigma (LSS) and Agile.
  • Express at least one way to launch a six sigma project within organization using Agile. 
  • Express ways to leverage agile concepts in a LSS project. 

  • Brent Williams
    Director\MBB Lean Six Sigma, Corporate Functions

| Leadership Summit

Leadership in Business Transformation and Operational Excellence
  • The Six Leadership Tasks
  • The Three Leader-specific Tasks
  • A Business Transformation and Operational Excellence Measurement Approach

  • Gerald A. Faunt
    Vice President of Quality

Davinci Suite I Track H | Lean Business Transformation & Operational Excellence Healthcare Summit

Integrating Strategic Deployment and Daily Management Systems to drive both Process and Culture Improvement in Healthcare

It is easy to say, "Yes, we have implemented elements of Lean!" or "Yes, our caregivers are empowered to make the processes better ".  However, it still comes up in nearly every employee engagement survey that the lowest scoring question consistently remains "Do you feel connected to the overall strategy and vision of the Hospital and do you feel empowered to impact it?".

This gap between high-level strategic/organizational goals and daily departmental goals can usually be traced back to a lack of a true daily management system, lack of passion or understanding around departmental goals, and/or direct tie from the departments goals to strategic/organizational goals.  This session will give you a case study/road map of how a group of hospitals in Southern California focused on removing this gap with a true top-down, bottom-up approach to employee empowerment and overall ecosystem connectivity that begins to answer the question that has challenged every healthcare leader, which is, "How do I build and effective, engaged, and empowered culture?"

  • Why is employee engagement such a challenge in Healthcare?
  • Daily Management System seems like such a straight forward concept; why is it so hard?
  • What are some options for developing a strong connection between the hospital's overall strategy and goals and each department's targets
  • How a strong base understanding of Lean fundamentals and basics can help to drive engagement and empowerment
  • How does a solid Daily Management System become the basis of steady organizational improvement and a generator for process improvement projects, Just do its, and Kaizen event ideas
  • How Strategic Deployment and a strong Daily Management System provides the interconnectedness needed for goal attainment and continuous improvement
  • A step-by-step road map that has worked and been replicated as a best practice

  • Corey Rathburn
    Regional Value Oriented Architecture and Clinical Excellence

Tuscan Ballroom | Roundtables

Round Tables on Key Pressing Issues & Future Trends

The session lasts 30 minutesThe format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you. 

| Operational Excellence Summit

Deploying blended learning for Operational Excellence

By examining case studies on why and how various organizations have and are deploying blended learning, attendees will discover custom blended learning best practices that fit their unique requirements for Operational Excellence related skill-building (Lean, Six Sigma, Root Cause Analysis, Problem Solving, more).

  • Assess your current state operational excellence culture and skill-development initiatives, 
  • Consider new strategies for building armies of problem solvers,
  • Understand the key principles of successfully deploying blended learning,
  • Explore new models for proliferating operational excellence capacity organization-wide,
  • Consider ways all-virtual blended learning designs might be implemented in your organization.

  • Rob Stewart
    CEO

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Venetian Ballroom III - IV | Track A | Culture Transformation Summit

Using operational excellence to change the culture in the United States Postal Service
This session will cover the deployment and evolution of Continuous Improvement in a large organization. Attendees will experience how the United States Postal Service began with a Lean and Six Sigma focused deployment and how it has changed into an employee focused utilization of Operational Excellence.  The presenter will share some experiences of improving a very large and mature set of operations that includes thousands of employees and hundreds of facilities across the entire nation.
  • The evolution of the LSS project focus to the CI mindset
  • Developing the operational excellence plan
  • Deploying operational excellence across multiple locations and functions


  • Phillip Murphy
    Headquarters CI Team Lean Six Sigma Master Black Belt

Bernini Suite | Track F | TechXLive

Progressing Your Competitive Advantage Through IBP & Advanced Analytics

What will the integrated business planning (IBP) processes of the next decade encompass and why must companies start preparing for them today?

The pace of technology change is happening faster than ever seen prior while being indiscriminate on the industries it is disrupting. With today’s market dynamics and changing corporate structures, getting internal and external planning alignment across key customers, functional areas, geographical regions, and suppliers are more complex than ever seen.

With this trend occurring, advanced analytics including Artificial Intelligence (AI) is supplying a substantial competitive advantage for those who embrace it. Is your company preparing for this movement or may it become one of the many organizations who will be displaced?

  • Cover the rapid technology changes occurring and where the IBP processes of the next decade is going
  • Review the different IBP maturity stages for People, Process, and Technology
  • Interactive smartphone survey benchmarking attendees IBP maturity levels and other related topics
  • Discuss methods to progress your IBP maturity to prepare for advanced analytics

  • Steven Hainey
    Director of Supply Chain, Shakespeare Company

Davinci Suite | Track H | Lean Business Transformation & Operational Excellence Healthcare Summit

Scaling a Business Transformation Across a $1.5B Healthcare Construction Portfolio

 

With $1.5 annul capital expenditure across 165 hospitals around the country, HCA Design and Construction’s journey is applying operational excellence concepts on a large scale.  In 2003 we began piloting the use of standard modular interior components on 6 pilots, standardized lighting and plumbing fixtures across our project portfolio.  Since then we have expanded the application of Lean principles in the areas of culture, performance improvement, enterprise alignment and measuring performance results across our portfolio.

Learning goals include:

  • Unleashing the human potential of project delivery teams across the enterprise.
  • Enabling performance improvement starting small lean efforts and scaling across a large enterprise.
  • Aligning project delivery teams both at the project level and enterprise program level.
  • Measuring impacts and results.

  • Robert Crotty
    AVP - HCA Building Capital Productivity and Strategy

| Business Transformation Summit

Business transformation across industries, organization size, and maturity levels.
Business Transformation; Not for the Faint of Heart.

Introduction: To remain competitive companies must regularly adapt and change. New industry developments and technological advancements have the potential to expand current revenue streams or open doors to new business opportunities. If done poorly or incorrectly companies open themselves to reputational risk, customer loss and financial downturns. In a world of constant innovation how can we continuously institute sustainable business & digital transformations at scale?

Key Takeaways: 

  • How to forge a successful career in business transformation
  • How to create momentum and receive buy-in
  • Lessons learned through success and failure
  • Competitive Advantages

  • Alina Aranova
    Chief of Staff for the Global Product Technology

| Operational Excellence Summit

Buying Companies in Bankruptcy and Distress
Bringing Operation Excellence to Small Companies
  • How to Bring Operational Excellence to Small Companies.  
  • Working hand-in-hand with Management
  • Sharing the Vision and the Dream
  • Policies and Procedures
  • Best Practices
  • It’s all about the People!

https://www.famcap.com/2017/03/2017-3-15-are-these-people-the-top-investment-gurus-of-family-offices/

https://www.famcap.com/2017/07/2017-7-27-heres-an-interesting-family-office-investment-initiative/


  • Ira J. Perlmuter
    Founder/Managing Director and Chairman

| Business Transformation & Operational Excellence in Manufacturing Summit

PM@Siemens - Project Management Excellence
  • Introduction to Siemens Project Management Operating Model
  • How excellent global R&D business consolidated across the entire life cycle 
  • PM Career Path: Developing Project Management Capabilities and Certification
  • Integrated other key modules: Q-Gates, Contract Management (LoA), Risk Management, Change Management, etc.

Tuscan Ballroom | Roundtables

Round Tables on Key Pressing Issues & Future Trends

The session lasts 30 minutesThe format for the roundtable is informal and interactive.  Each Moderator introduces their topic and the discussion is turned over to the table for 25 minutes of questions. Pick the table with the pressing issues of future trends most aligned to you. 

Venetian Ballroom | Awards Rehearsal

Venetian Ballroom | Gala Awards Gala Reception

Venetian Ballroom | Business Transformation & Operational Excellence Awards Ceremony

| General Session

Business Transformation & Operational Excellence Industry Awards 2019

Celebrating Outstanding Organizational Achievements   

DRESS CODE

Formal Evening Wear  (Men: Suits, Women: Evening Dresses) 

The shortlisted will be announced and published here at the very latest on Monday, January 21, 2019

Below are just some of the members of the awards panel, who will be announcing an award.    

| General Session

Members of the Award Panel - Announcing an Award

  • Matt Aguilar
    Operational Excellence Guru
  • Phillip Murphy
    Headquarters CI Team Lean Six Sigma Master Black Belt
  • Jo Murray
    Matron, Achieving Excellence
  • Attila Dobai
    Head of Strategy and Innovation
  • Steve Waszak
    VP Operational Excellence
  • Damon Werner
    Vice President, Business Optimization & Six Sigma
  • Brian Gallagher
    SVP, Operational Excellence
  • Helen Figge
    Chief Strategy Officer
  • Peter Fritsche
    VP Global Operations
  • Kishore Kandru
    Enterprise Business Architecture Leader
  • Karthik Raman
    Vice President Implementation Strategy & CI
  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management
  • Griselda Abousleman
    Vice President, Operational Excellence, Transport Solutions NA/EMEA
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact
  • Ross M. Sparkman
    Head of Strategic Workforce Planning
  • Daniel Fahey
    Global Director, Operational Excellence

Night Summit

| Meetings & Networking

Enjoy signature drinks, a beautiful setting and an ideal place to unwind at the Bar American at the Loews Portofino, which serves a variety of specialty drinks in a relaxing yet elegant atmosphere. 

DAY 4 - Thursday | Main Summit | 21st March 2019

Registration

Tuscan Ballroom I Expo Open

Engagement | Meetings & Networking

BTOES has been designed to be the ultimate senior-level Operational Excellence networking and engagement event in the industry. The brand new all-day roundtable sessions and all day luxurious food and beverage offerings ensure you engage in the highest number of meaningful conversations.  

The roundtable discussions will be both  industry or topic-focused and take place throughout the entire day, on the hour and 1/2 hour.  These can be book in advance, or you can simply show up and join subject to available seats.  You can also schedule 15-minute to 30-minute 1-2-1 appointments with experts and solutions providers. This all takes place in the all-new BTOES Meeting Hub & Expo Hall in the Tuscan Ballroom. 

The food and beverage functions take place throughout the entire day also in the BTOES Meeting Hub & Expo Hall, so you don't have to miss a meeting or discussion, and will always be able to grab a coffee and a bite to eat. 

You can also view all our carefully selected Poster Presentations, and visit our Sponsors and Exhibitors, and attend solution provider focused presentations, throughout the day. 

7.30am to 7.30pm - Expo & Poster Presentations

7.30am to 5.00pm - Join industry or topic-focused roundtable discussions

7.30am to 9.30am - Hot Breakfast, Networking  & Schedule Appointments 

9.30am to 11.45pm - Themed Refreshments, Networking  & Schedule Appointments 

11.45am to 2.00pm  - Upscale Lunch, Discussions & Schedule Appointments 

12.30pm to 1.30pm - Book Signings

2.00pm to 5.00pm  - Themed Refreshments, Networking  & Schedule Appointments 

********************************************************************************

Venetian Ballroom | Chairperson's Recap From Previous Day

Announcement | General Session

Chairperson's Recap From Previous Day - The Key Takeaways From Each Session

  • José Pires
    Global Excellence & Innovation (E&I) Leader

Venetian Ballroom | Keynote: Google

Keynote | General Session

A Balance of Intelligence, machine and human, for the future workplace

The disruption in business triggered by technological innovation has created an imbalance in the way organizations are structured and workforce managed. As a result, digital or business transformation has been the method many companies have taken to remedy and manage the change. We will review why a change is needed and look into what a successful digital transformation entails.

  • The main technological changes and how they impact the way we think, behave and work
  • Why a new operating model is required to leverage technology
  • A balance of art and science, humans and machines, is an essential ingredient for this operating model

 

 

  • Yuval Dvir
    Head of Intl. Online Scaled Partnerships, Google Cloud

Venetian Ballroom | Announcement of Poster Board Winners

Venetian Ballroom | Awards Winners Panel Showcase

Panel Session | General Session

Awards Winners Panel Showcase
Chaired by Jose Pires, Vice President and Director, Business Excellence, Black & Veatch Corporation

Each of our winners will deliver their top 3 “Golden How-tos”, with the opportunity to ask questions to all winners.  

Tuscan Ballroom | Technology Test Drive

DEMO | General Session

Technology Test Drive
Technology-based showcases in the leading technology domain like AI, Big data, IoT, Blockchain for Operational Excellence

Try out some of the latest tech from industry-leading solution providers in the Exhibit Hall. With 10 minutes to try out each demo, see what each product can do to help your organization along on your Operational Excellence journey

All attendees start by choosing 1 of 6 simultaneous presentations, taking place every 10 minutes throughout the session.

Choose any one of the companies listed below, who will be delivering ‘high-octane’ presentations on the very latest technology and solutions.

At the end of the 1st presentation, you will be guided to the 2nd presentation, and so on until a total of 6 presentations have been accessed by everyone.

Explore some of the latest tech from industry-leading solution providers in the Exhibit Hall. With 10 minutes to try out each demo, see what each product and solution can do to help your organization along on your Operational Excellence journey.

Featuring:

IBM

The IBM Automation Assessment wizard provides a rapid assessment of the gains and challenges your organization should expect as part of an automation program. We’ve narrowed down the many variables and considerations you may have in mind to just the vital few inputs that will drive the key modalities of an enterprise automation program. Based on these inputs the IBM Automation Assessment wizard will assesses the likely complexities and challenges associated with deploying automation – as well as anticipated benefits. See the tool in action to get a sense of the driving factors of automation program design, and what automation might mean for your enterprise transformation.

Signavio

Signavio is the next generation of Business Process Management (BPM) trusted by over 1,250 companies worldwide. Signavio Business Transformation Suite is a modern solution designed to leverage the interfaces, devices, and working practices of today with the future of your business in mind. The suite consists of three distinct products, Process Manager, Workflow Accelerator, and Process Intelligence, in addition to the Collaboration Hub, which integrates with each product and creates a single source of truth. Managing processes, automating workflows, and analyzing process-related data has never been easier.

Come by the Signavio booth during the Technology Test Drive to see how we can help you with all of your Business Transformation needs!

OpusWorks

Leaders of process excellence and transformation have differing business objectives, but share a mission:  creating a legacy of Process Excellence that serves customers and creates value.

During our demo, OpusWorks will introduce you to a simple path for you to spread a collective mindset of Process Excellence. 

Our modular and flexible e-Learning enables you to accelerate and sustain culture change.

Even with geographically dispersed employees, our customizable in-person and virtual blended learning approach helps companies save time and money as you build workforce capacity for operational excellence.

As groups work through our e-Learning and blended learning, our real-time tracking software, OpusWorks Tempo, facilitates project implementation and value realization.

OpusWorks reflects your brand – your materials, vernacular, videos, and SOPs. Since our inception, we designed for the unique needs of organizations.

We look forward to sharing an easy path to creating a legacy of process excellence.


 



Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Ligurian Suite III I Track L | Strategy Execution Summit

Strategy Execution. Delivering The Innovative “Connected Truck” Program.
  • Establish the need/the vision

  • The solution

  • Pilot

  • Second Pilot

  • Full Scale Deployment

  • Results


  • Attila Dobai
    Head of Strategy and Innovation

| Innovation Summit

Moderating Track Session

  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco

Venetian Ballroom II | Track M | Innovation Summit

Driving Cultural and Strategic Transformation with Disruptive Co-Innovation

Companies of all sizes must reinvent themselves, their strategies, and their innovation practices to keep pace in the digital age. This requires nothing short of a highly disruptive and disciplined program across the entire organization, turning all employees in every function into startup-like entrepreneurs. In this session, you will learn a successful cross-departmental approach that:

  • Instills entrepreneurial mindsets, attitudes, and values into all employees worldwide, encouraging them to form their own cross-functional venture teams, and co-develop their most passionate ideas.
  • Breaks down departmental siloes around co-innovation, improving employee engagement, team-based diversity, inclusion and collaboration.
  • Rallies together the C-Suite, especially chiefs of Strategy, HR and Operations, and worldwide talent around companywide co-innovation that produces both incremental and game-changing solutions for the company, customers, and partners.

  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco

| Customer Experience Excellence Summit

Moderating Track Session

  • Alina Aranova
    Chief of Staff for the Global Product Technology

Ligurian Suite I I Track J | Customer Experience Excellence Summit

Aligning Customer Experience with Operational Excellence

 

  • Driving Customer Hyper-Focus and what it means
  • How customer experiences shape value
  • Aligning Operations to drive the customer experience
  • Aligning on technology to deliver the end goal

  • Reagan Pannell
    Head Global Digitalisation Programme

| Lean Business Transformation & Operational Excellence Healthcare Summit

The experts have left the building, now what? A journey of transformation and continuous improvement
  • Maintaining the attention, accountability and rigor for improvement after the consultants and subject matter experts are gone
  • Development of control and sustainability plans
  • Developing facilitation, project management, and performance improvement resources within the organization to continue improvement
  • Building a governing structure to oversee improvement projects

  • Erin Pelletier
    Director of Operational Excellence

Venetian Ballroom III-IV I Track A | Culture Transformation Summit

Creating a Winning Culture by Leading with Fundamentals

If you have a business with a viable market, you either have competition or you have competition coming.  Unless everyone in your organization…everyone! …is aware of how they contribute to getting and keeping business you have cracks in the foundation of your competitive advantage.  This talk will introduce you to focused, simple strategies and methods to create an awareness among every single person in your organization of what they can influence and/or recommend to continuously improve your competitive advantage. 

KEY EXPECTED TAKEAWAYS:

  • What is “Leading with Fundamentals”
  • Fundamentals that every person in the organization should know
  • The three states of business that characterize your competitive advantage
  • Three key fundamentals of competitive advantage
  • What a winning culture looks like

  • Steve Waszak
    VP Operational Excellence

| TechXLive

End-to-end process optimization and robotics process automation (RPA): creating value from design to execution

 

Topic intro: RPA is one of many levers for improving processes and operational performance. Yet, it often lives its own life in large organizations: from the organizational set-up and resources to identifying and capturing opportunities for process optimization. Substantial value can be created from integrating RPA into end-to-end process management; and leveraging it fully to enhance customer experience and improve efficiency.

Takeaways:

  • How RPA relates to other improvement levers; when to use RPA; and when not to
  • What is the optimal organizational design; and how to ensure RPA is well integrated in process management
  • How to run RPA discovery; and identify the levers to improve end-to-end processes
  • What value can be captured when doing it right

  • Iassen Deenitchin
    Head of Global Process Management

| Business Transformation & Operational Excellence Insurance Summit

Moderating Track Session

  • Alina Aranova
    Chief of Staff for the Global Product Technology

Venetian Ballroom I I Track G | Business Transformation & Operational Excellence Insurance Summit

The Farmers Insurance Operational Excellence Journey
  • Challenge of culture change
  • Level at which to target culture change
  • What Farmers is implementing to change culture
  • Success of Farmers Insurance with Lean journey

  • Holly Rogers
    Lean Six Sigma Black Belt

1 SESSION

Donatello Boardroom | Private Forums

VPs & Directors of Operational Excellence Private Forum

This is an exclusive event for VPs & Director-Level executives at the business unit level with a dedicated role in Operational Excellence at organizations with over 1000+ employees and $1BN+ in revenue. It is operated under Chatham House Rules. 

To request an invitation to Directors of Operational Excellence Private Forum, please email btoes19@proqis.com

Your application will be reviewed by The Board of the Business Transformation & Operational Excellence World Summit.

Invitations are non-transferable, and places are strictly limited. 

Tuscan Ballroom | Topic Meet & Ideas Exchange

Tuscan Ballroom | Meetings & Networking

Cultural Transformation Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Strategy Execution Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Customer Experience Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Lean Six Sigma / Process Excellence

Meet-up and discuss the specific challenges that you face, share knowledge and gain insights from your peers. These boutique table sessions are unfacilitated and open to all. 

Tuscan Ballroom | Meetings & Networking

Innovation Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Industry Meet & Ideas Exchange

Tuscan Ballroom | Meetings & Networking

Aviation & Aerospace Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Banking & Financial Services Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Consumer Products & Retail Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Hospitals & Healthcare Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Medical Devices Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Pharmaceuticals Industry Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Meetings & Networking

Public Sector & Armed Forces Meetup

Meet-up, share knowledge, gain insights and exchange ideas with your peers, around the pressing issues you are trying to solve in your industry. This roundtable session is open for 4 hours from 1 pm to 5 pm and you can join the discussion at any time as long as a chair/space is available. This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Venetian Ballroom | Keynote: Caesars Entertainment

| General Session

Changing to Win! and Quickly

Organizations deal with continuous shifting, change is now happening every minute and every hour not in days and weeks anymore. Organizations MUST adapt or die! This is why we are here in this summit, it starts with Business Transformation and Operational Excellence. But why we are doing this? how we should do it? and what we need do, and when?

Bullet Points and Takeaways:

  • It starts with “The Why” => The Strategy
  • “What” Tools and Techniques are the right ones to use => The Delivery
  • Did we consider the people and “The How”? => Capabilities
  • ..and, did we mention “Technology” => Safer, Better, Faster

  • Rias Attar
    Vice President – Enterprise Project Management Office & Strategic Initiatives

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Ligurian III | TRACK L | Strategy Execution Summit

Strategy and Execution: There are only two cases when strategy is not important, you have no competition or you don’t care if you lose.

There are only two cases when strategy is not important, you have no competition or you don’t care if you lose. Neither applies to us. We have competition and we want to win. Winning requires both strategy and execution. I believe this topic, while frequently discussed is usually over complicated and misunderstood. Focusing on the critical elements of what creates a right to win and what does not as well as consistent measurement, feedback and execution gives a company it’s best chance to win.

Key Takeaways:

  • The non-negotiables for a good strategy
  • The right clear , concise and quantified objectives
  • Understanding of how the company creates advantages and how those advantages translate into value creation
  • A Framework of principles and constraints with bright lines so we can understand the tradeoffs in our choices and guide us to the right choices
  • Alignment of Management, BOD and shareholders on the strategy
  • Emphasis  on execution of your strategy
  • Keeping the team aligned and focused
  • Quantify everything
  • The importance of putting runs on the board

  • Brian McDonald
    Vice President Strategic Planning - Finance

Venetian Ballroom II | Track M | Innovation Summit

Creating a Culture of Quality and Innovation

Presentation Description

In recent times there has been a seemingly regular cadence of news stories on how big, successful and capable companies have failed their customers, and had to pay a price for it. No company is immune to occasional failures, and having great processes and controls isn't everything. According to a CEB research study1, companies that truly distinguish themselves in their reputation for Quality ..’ create a culture in which employees “live” quality in all their actions—where they are passionate about quality as a per­sonal value rather than simply obeying an edict from on high.’

As self-evident as this may be, it is one of the most challenging ideals to accomplish. Learn how FedEx, a fortune 100 global enterprise with over 400,000 employees, has built a culture that supports Quality, empowers continuous improvement , fuels innovation, and empowers employees to always take values-based, customer-centric decisions.

Key Takeaways:

  • Quality Driven Management (QDM) was developed by FedEx, built by FedEx and optimized for FedEx and is our unique approach to quality improvement
  • QDM is comprised of three vital components, including 6 principles, a customized problem solving methodology and an array of quality tools
  • FedEx has built a culture of quality and innovation by integrating three concepts -- PSP (how we think), QDM (how we work) and the Purple Promise (what we deliver)

  • Kenneth Giles
    Quality and Continuous Improvement Principal

Ligurian Suite I I Track J | Customer Experience Excellence Summit

Improving Client Experience through a Cohesive Operational Excellence Strategy
  • Using Lean to make processes and operating models more efficient and effective at delivering superior client service
  • Delivering enhanced technology to support better processing and enable more self-service capabilities for clients
  • Leveraging robotics and Machine Learning to scale quality and allow employees to focus on more value added servicing
  • Promoting and adopting best practices across businesses for greater impact
  • Developing better metrics to support trend analysis and better decision making

  • Loren Bishop
    Director of the Lean Management Office

Davinci Suite I Track H | Lean Business Transformation & Operational Excellence Healthcare Summit

Quality Improvement in an NHS Organisation, in the United Kingdom, building on multidisciplinary working and continuous improvement

The Royal Surrey Hospital’s quality improvement programme ‘Achieving Excellence (AE)’ supports to deliver a culture of problem solving and continuous improvement at the front line.   This involves the right mind-set – that all staff levels have ‘permission’ to improve; and that making small, incremental changes is part of the day job.  Integrated team working is vital to its ongoing success. The Trust is building on this by participating in an NHS sponsored piece of work to develop a national approach to improvement in healthcare. A positive culture of engagement is encouraged and enabled by the Executive Directors and Board.  They have created an environment that makes it clear when standards are not being met or are no longer sufficient. 

  • The National Health Service (NHS) facilitates and enables healthcare organsiations to develop and transform existing practice.  Royal Surrey currently working with ‘NHS Improvement’  and 6 other organsations on creating national approach to improvement in healthcare in the United Kingdom.
  • How an NHS Organisation (Royal Surrey County Hospital NHS Foundation Trust) has embraced lean methodology to provide a programme that has been sustained and continues to develop.
  • Engagement, leadership and participation of executive directors and divisional heads shows a strong cultural move to full integrated multidisciplinary working in our clinical and non clinical areas.
  • Key to AE’s ongoing success is a responsibility of ‘Matron, Achieving Excellence’.  The role supports to deliver support and education, monitor and assess areas involved in AE, governing the accrediatation process. 

  • Jo Murray
    Matron, Achieving Excellence

Venetian Ballroom I I Track G | Business Transformation & Operational Excellence Insurance Summit

To Know Where You’re Going, You Must See What You’re Doing

In office settings, work is often hidden in system tasks and emails.  This is especially true in financial services and insurance industries where your experts are knowledge workers and tasks vary from one to the next.  When you scan the work area and see everyone diligently working at their computers, it’s easy to accept that everyone is busy as they say.  So, do you need that extra headcount?

  • Understand the importance of seeing what you’re doing.
  • How do you know what to work on?  What is most important?
  • Get teams talking about strategy.
  • Monitor and discuss the daily activities [“See what you’re doing”] that contribute to the division and corporate goals [“Know Where You’re Going”]

  • Ryan Leuty
    Operational Excellence | Black Belt

| TechXLive

Value-driven Digital Transformation – From Business Case to Operational Processes

 

Many companies struggle to translate their digital transformation initiatives into real business value. High expectations of stakeholders are often not met or only partly achieved. Enabling technologies like Robotic Process Automation (RPA), Intelligent Platforms or Blockchain tend to deliver only a fraction of their potential. A process-led approach to value-driven digital transformation addresses these challenges.

This presentation discusses key topics required to master the value-realization of digital business initiatives:

-       Identify high impact processes and transformation targets

-       Define a value-baseline for those processes to develop a realistic business case

-       Implement digital technologies in a process and people context

-       Enable an ongoing value-realization

All findings are illustrated using case examples, mainly from financial and high-tech companies.

  • Dr. Mathias Kirchmer
    Managing Director & Co CEO

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

Venetian Ballroom I I Track G | Business Transformation & Operational Excellence Insurance Summit

RPA with LeSS: An Insurers Insight

Whether you are just getting started with RPA or have few bots under your belt - explore how you can scale your RPA practice/CoE with LeSS framework

  • Portfolio management
  • Delivery management
  • Operations management
  • Explore how to set it up the right way and scale it to the whole enterprise

  • Kishore Kandru
    Enterprise Business Architecture Leader

| TechXLive

The future of work with emerging technologies

The future of work with emerging technologies – How Morningstar is growing smart with emerging tech such as Robotic Process Automation, Chatbots, and Machine Learning. Hear how:

  • Maturing tools & technologies are re-invigorating and modernizing continuous improvement efforts
  • RPA and AI are helping drive growth and excellence across all business units and next gen leaders

  • Marco Chmura
    Director of Quality & Transformation

| Innovation Summit

Transformation, Operational Excellence & The Law Department of the Future

What can operational excellence look like within an internal law department at your organization?  Attend this session to get a deeper understanding of the past, present and potential future for innovative law departments.  You will learn:

  • The critical strategy around people, process and technology in a law department
  • From past to present – compare and contrast the law department of yore with the current legal operations revolution
  • The core competencies required for legal operational excellence
  • From reactive cost center to proactive revenue driver: what can the law department of the future look like?

  • Farrah Pepper
    Chief Legal Innovation Counsel

Break into Summit Streams: 30 Minute How-To- Straight to the Core Presentations

| Innovation Summit

Launching a Process Innovation program for a cloud company

Salesforce, a global cloud company, launched a Process Innovation program in 2017.  During this session hear from Salesforce’s Process Innovation leader about how the company focuses on Operational Excellence (one of the company's strategic pillars) and has used Lean Six Sigma and continuous improvement approaches to scale, staying agile, and enabling digital transformation. 

Key takeaways of session:

  • Creating a program tailored to company's culture:
  • Assessing culture and process maturity (understanding current state, leading process projects
  • Test & lean program building (includes tailoring process innovation approaches) 
  • Utilizing of own company’s products and other cloud tools     
  • Mobilizing commitment:
  • Finding and gaining support from process advocates 
  • Creating community of practice 
  • Launching recognition & rewards   
  • Lessons learned

  • Byron Tatsumi
    Senior Director, Process Innovation

| Customer Experience Excellence Summit

Maintaining a Lean Start-up Culture while Scaling to $150million in annual revenues

Learn how In less than 13 years, DonorsChoose.org has won The Best Non-Profit To Work For by the NonProfit Times and achieved 13 consecutive 4-star ratings (the highest rating) from Charity Navigator; all while growing the business from $4million to over $150million in annual donations.


 

Key Takeaways:

● How to instill a culture of continuous improvement (Kaizen)

● Fostering an environment of high employee engagement

● Closing the feedback loop with staff ideas

● Personalizing rewards and recognition

● Slaying your communication challenges


  • César Bocanegra
    Chief Operating Officer

Venetian Ballroom | Chairperson's Final Conclusion

Announcement | General Session

Chairperson's Final Conclusion

  • José Pires
    Global Excellence & Innovation (E&I) Leader

DAY 5 - Friday | Post-Summit Workshops & Site Tours | 22nd March 2019

Tuscan Level Foyer | Morning Registration, Breakfast & Networking

Break into Workshops

| Process Optimization Summit

  • LEGO & it’s culture
  • Starting with “Why”
  • Creating a compelling journey
  • First steps & course corrections
  • Keeping true to the “Why”

  • Peter Evans
    Director of LCI

Tuscan Level Foyer | Coffee Break & Networking

Break into Workshops

Meet Loews Portofino Orlando Lobby | Walt Disney World Resort: Business Behind The Magic Tour

Site Visit | General Session

Business Behind The Magic Tour
The Walt Disney World® Resort

This is your opportunity to engage experienced Disney professionals and observe key examples from a “living laboratory,” taking you behind the scenes to explore firsthand how Disney business insights and time-tested methodologies are operationalized to deliver a great customer experience. This four hour tour features concepts and illustrations from the professional development courses offered by Disney Institute and shows how they come to life each day at the Walt Disney World® Resort for Cast Members and Guests. You will explore the following locations:

Epcot® Cast Services: Experience the backstage area from a Cast Member perspective. See how the Walt Disney World® Resort creates a supportive environment for the Cast Members as they prepare to go on stage. Discover the important role backstage areas play in creating a caring environment (Featuring the core competency of Employee Engagement).

Main Street, U.S.A.®: Take a stroll through this turn-of-the-century walkway inside the Magic Kingdom® Theme Park to better understand how we strive to exceed the expectations of our Guests (Featuring the delivery concepts of exceptional service).

The “Utilidor” System: Journey beneath the Magic Kingdom® Theme Park to visit support systems designed to improve the experiences of Cast Members and Guests alike. Discover how we use simple tools to engage and empower Cast Members to create lasting customer relationships that drive repeat business and customer loyalty (Featuring the core competencies of Employee Engagement and Service).

This is a 4-hour business focused tour; price includes roundtrip transportation from Four Seasons Orlando and access to all the locations.

Core competencies of Leadership, Innovation, Employee Engagement, and Customer Experience will be covered.

Additional information

The Global State of Operational Excellence: Critical Challenges & Future Trends.
130 pages of the most comprehensive study of critical challenges and future trends within Operational Excellence.