Close

Business Transformation & Operational Excellence World Summit (BTOES19)

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

Agenda

Filter by Day - Click on any day below to view that day only. To view all days, please click on "Full Programme"

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

Filter by Track - This displays the Main Stage Sessions & the respective Track Sessions - select "Full Programme" above first. To view all sessions click "Show All"

show all Innovation Execution Summit Strategy Execution Summit Business Transformation Summit Culture Transformation Summit Customer Experience Excellence Summit Leadership 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 Roundtables, Meetups & Networking 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

 


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

Registration

Ligurian Foyer | Breakfast & Networking

Excellence & Innovation Acceleration

Ligurian 1 | Full Day Workshop | Innovation Summit

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. 


cid:image010.jpg@01D3EC5F.FB76EE00

 

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 & Cultural Transformation

Ligurian 2 | 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 refreshingly unique course specially designed to help transformation & change leaders be successful in driving change in their organizations. The course will offer snippets of learnings in neuroscience, design thinking and experiences of world leaders in driving significant change. The course blends practice with theory by offering practical hands-on exercises and is designed to make attendees become proficient at the art & science of change management. It will be a thoughtful, fun-filled day of learning.

The course is great for mid to senior level executives who run large teams or are responsible for driving change.

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 and Transformation OfficerMorningstar, Inc.

Anu George is the Chief Quality and Transformation 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
    Chief Quality and Transformation Officer

Design Thinking Creates Work Class Leaders!

Ligurian 3 | Full Day Workshop | Innovation Summit

Includes Breakfast, Breaks & Lunch
Design Thinking Creates Work Class Leaders!
Learn how to become a design thinking leader and transform your team and organization.

Topic Intro:

Do you want to become a champion problem solver? Join this interactive and dynamic Design Thinking workshop to learn how. Design Thinking is fact becoming the go to method to ignite innovation and creative problem solving with teams inside organizations.  You will learn the five critical spaces of DT and how to apply them to get transformational results.


 

You will learn:

  • The Five spaces of Design Thinking (DT),
  • How to build a rapid fire DT tool kit
  • The art of better problem finding and solving.
  • How DT works and how you can apply it.
  • Why DT is becoming one of the best creative problem solving tools.
  • The critical role empathy plays in creating relevant and sustainable solutions.
  • Effective interview and observation techniques to better understand customer motivations.
  • Keys to identifying and reframing challenges based on the emotional needs of customers.
  • Learn a just-try-it mindset through rapid prototyping and iteration
  • Empower others in your company to use design thinking to drive innovation.
  • Introductory facilitation methods in leading design thinking projects.
  • Basic elements of a design thinking lab and how it has the potential to transform an organization.
  • How real-life case studies have worked inside one of the nation’s largest hospital systems.·
  • A brief overview of how to create a DT lab and key elements that keep it relevant and sustainable

 

Hands-On Experience Includes:

A full cycle design thinking interactive experience which includes a dynamic mix of short instructional lectures, demonstrations, and guided, hands-on teamwork, Empathy gathering, rapid fire ideation session, rough prototype development, testing with end-users, and an idea pitch.

Elements of the user-centered, prototype-driven design thinking process from Design Thinking experts Karen Tilstra and Kyle Koszuta.

You’ll put those new tools into practice right away with a real-world innovation challenge. You and your team will hit the ground running, interviewing and observing customers in the field to understand what motivates them. Then, you’ll head back to the workshop to ideate and prototype, test, and retest to develop fresh, innovative solutions.

Our top priority is that the moment you leave the workshop, you will become more confident and capable to implement the design thinking principles and practices in your organization.

 

Why is this course unique?

Led by Innovation architect Dr. Karen Tilstra and Kyle Koszuta, this course will immerse you in design thinking. It will take you beyond any talk or article you might read on the subject. Dr. Tilstra has launched multiple design thinking innovation labs in substantial organizations like Advent Health (formerly Florida Hospital) as well as the Orlando Magic garnering incredible results. There are few people across the industry with as much hands on experience in understanding and implementing design thinking in large organizations.

 

 

What makes this course special?

While Design thinking is a effective problem solving method and there are many people who speak on the topic, this course will be different. Dr. Karen Tilstra and Kyle Koszuta have designed and facilitated over 350 design thinking projects, while also teaching the method across the country and abroad. They are a dynamic team who understand the topic, while also bring extensive experience in the creative process and how people can use the principles of creative thinking to solve complex problems in any situation.

 

How will you benefit:

  • Learning a new proven approach to problem solving.
  • Get hands-on experience with Design Thinking
  • Learn from DT experts
  • Get real-time feedback while working with DT
  • Gain an understanding why EMPATHY is so critical to  and remaining relevant.
  • How & why most organizations and leaders fail at innovation or creative thinking.
  • Gain new mindsets and skills on the fundamentals of creative thinking and how DT can help you
  • Key elements of Creative leadership and what makes it unique and effective
  • How to utilize improvisation in everyday work
  • Learn the secret sauce of creative thinking
  • Learn how you might take design thinking back into your organization
  • Learn basic elements of facilitating a design thinking project.

 

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 Leaders:

Karen Tilstra, Ph.D


Karen holds a PhD in Innovation and Leadership and is a licensed educational psychologist. Over the past five years, Karen has co-founded several innovation labs, including the award-winning Florida Hospital Innovation Lab (FHIL) in Orlando as well as the Orlando Magic Innovation Lab. She is currently helping Pioneers International develop an innovation program.  

Karen has designed & facilitated over three hundred design thinking projects, which includes work with multiple top Fortune 500 companies. She has taught design thinking at the university level as well as presented her vast knowledge of the subject to both national and international audiences

Karen has also helped several universities across the country become design thinking campuses and has co-designed one of the nation’s first undergraduate degrees in Innovation and Social Entrepreneurship.

In addition to her extensive work with companies and universities, Karen has been a keynote speaker and has given two well-received TED talks.

 

Kyle Koszuta B.A.


With more than three years experience in the field of innovation and design, Kyle has been a part of leading over 100 design thinking projects for healthcare professionals and university students and faculty. He has taught design thinking courses both nationally and internationally to people of all ages.

Kyle is currently working with Dr. Karen Tilstra, to develop an innovation program at a well known Orlando company, Pioneers International.

Kyle received his B.A. in Business from Rollins College in Orlando. He is also a former four year collegiate basketball player and is currently active in leading basketball camps for a national youth organization.

 

Who Should Attend:

Executives and managers responsible for tackling strategic challenges in their organizations.

 

Certification Details & Process 

A Certification  from Creativity Effect will be included.  -

Signed by Dr. Karen Tilstra, & Kyle Koszuta

 

What’s Included

Course Materials - Each participant will walk away with physical materials (design thinking booklet) they can take home with them


 

Testimonials

“When Dr. Karen Tilstra teams up with Kyle Koszuta to help audiences grasp the power and possibilities of Design Thinking, something magical happens. Their potent collaboration brings a dynamism to the workshop. If you want consistent successes more than an occasional win, invite this remarkable team to help you overcome your toughest challenges and learn how design thinking works.

Steve Halliday, PhD, President, Hothouse Enterprises, Inc.

 

“This workshop was phenomenal. Lots of fun and tons of learning.  It has given tools that I know will help my team and I become more effective and better problems. I’m signing up again next year!”

Maria Brock, Director,  Advent Health

 

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) 

  • Kyle Koszuta
    Innovation Experience Designer
  • Karen Tilstra
    Co- Founder

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

Registration

Ligurian Foyer | Breakfast & Networking

Tuscan Ballroom | BTOESHUB Exhibit Hall & Poster Presentations Set-Up

Break into Workshops

Ligurian 1 | Workshop A | Operational Excellence 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

Ligurian 2 | Workshop B | 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

Ligurian 3 | Workshop C | Lean Business Transformation & Operational Excellence Healthcare 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

Venetian 1 & 2 | Workshop D | TechXLive

Achieving Performance Excellence Through a Systems Perspective… Lessons Learned on Driving Change Using Deming and Baldrige.

Organizational Transformation Success Factors and Failure Modes

Randy will share his experiences in driving Continuous Improvement and Operational Excellence and the lessons he learned along the way. 

  • Avoid Sub-Optimization with Systems Thinking
  • How a significant emotional event can jumpstart you change initiative
  • The Importance of mistakes
  • Make it visual
  • Align every business process with your Mission and Goals

  • Randy Clark
    Director of Six Sigma

Ligurian & Venetian Foyer | Morning Coffee Break & Networking

Break into Workshops

Ligurian 1 | Workshop E | Agility Summit

Achievement of Enterprise Business Agility Transformation – People, Process and Technology (Cloud)
  • Top Down KPI's
  • Creating Awareness – Business and Engineering
  • Standardization of Agile practice management (SAFe) and tools
  • Coaches and Evangelists
  • Product Managed led organization design – Talent Management
  • Innovation – The Art of Possible
                         – Workshop Case Study; Amazon Work Backwards Approach
  • New Technologies and Practices Cloud, Dev Ops, and enterprise alignment

  • Randy Bradley
    Vice Chairman, Trust Exchange, Former Head of Digital CoE

Ligurian 2 | Workshop F | 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

Ligurian 3 | Workshop G | Lean Business Transformation & Operational Excellence Healthcare Summit

If you want your organization to transform more rapidly than anything you have ever seen , come learn what type of individuals will carry your organization further than ever imagined.  We will take a deeper look than certifications and project experience to help executive leaders and PI resources understand what skill sets are truly needed to deliver a transformation change.   Focusing on driving intrinsic motivation with an entire organization, tactical approaches to creating change go beyond what traditional education teaches us about lean/six sigma.

  • Fundamental characteristics employers should look for in hiring/developing the most effective change agents. 
  • How to leverage Divergent Thinking, Humble Inquiry and Yellow Brick Road Patience to drive transformational change.
  • Providing your PI resources with engagement models to help develop change agent skillsets.
  • Tactics for PI resources to increase their sphere of influence
  • Manufacturing Urgency and Energy in order to drive transformation
  • Leveraging intrinsic motivation to drive integration

  • Raymond Brand
    Sr. Performance Improvement Engineer

Venetian 1 & 2 | Workshop H | TechXLive

Learn how Robotic Process Automation (RPA) Can Dramatically Improve Order to Cash (OTC) and Procure to Pay (P2P)

Jon Gilman from Clear Software will walk through the productivity growth crisis in the United States and dive into some of theories surrounding the crisis. He'll define robotic process automation (RPA) and delineate where RPA fits on the Intelligent Automation spectrum, and further differentiate between Attended RPA and Unattended RPA. He'll then give real life example of organizations that have implemented RPA for Order to Cash and Procure to Pay and showcase the benefits achieved in operational efficiency. He'll wrap it up with key lessons learned in business transformation using RPA.

Key Takeaways:

  1. Productivity issues abound at large organizations
  2. Understanding why these issues exist
  3. Defining RPA and its capabilities
  4. Real life evidence that RPA can drive dramatic improvements in operational efficiency
  5. What to avoid when implementing RPA

  • Jon Gilman
    Founder & CEO

Venetian 3 | Luncheon & Networking

Break into Workshops

Ligurian 1 | Workshop I | Culture Transformation Summit

Innovation in Cultural Transformation for Rapidly Changing Organizations

We live in the age where Customer Obsession is the new ideology that drives customer success strategies for organizations.

The question that must be asked frequently and answered honestly is that

“Is an organization’s culture diminishing the experience of its Customers?”

Innovative thinking is critical for driving positive and meaningful cultural transformation in Rapidly Changing Organizations.

This workshop will explore and address the following:

  • How have Innovative ideas influenced positive cultural transformation? 
  • Can Innovation and disruption co-exist in such a paradigm?
  • Which core fundamentals of our thinking must be challenged to influence positive change?
  • Can Innovation continue to sustain transformation?

  • Anu Pujji
    Associate Vice President of Enterprise Operational Excellence & Transformation

Ligurian 2 | Workshop J | Business Transformation Summit

Change Management Practice. What needs to be done better to improve Business Transformation Outcomes?

The presentation will show you how theory meets practice during Stakeholder Analysis, Change Impact Assessment and User mapping to Training & System Security practice activities.

Learn how the most critical steps of the Change Management process can be accelerated using a standardized approach and SaaS technology, to improve Business Transformation Outcomes.

See how Change Management spreadsheet activity and duplicate work can be significantly reduced and potentially eliminated.

In just ninety minutes you will come away with knowledge and skills that you can use including:

  • Understanding where stakeholder analysis and change impact assessment fit into the Business Transformation process.
  • Insight on practical challenges of stakeholder analysis and change impact assessment development and how to troubleshoot top issues.
  • Clarity for explaining how to create a change impact assessment and score business readiness risk.
  • Ideas on how to reduce the time it takes to map users to training and system security and accelerate user adoption.
  • Visibility into how to improve user data accuracy, security, and privacy by reducing spreadsheet and email activity.

  • Roger Watson
    Principal

Ligurian 3 | Workshop K | Strategy Execution Summit

Process Based Leadership® - Tactical Processes for Sustainable Strategy Execution

Countless organizations conduct annual strategic planning exercises and 70% of those plans fail – organizational saturation and the inability to sustain aspirational plans are the two leading failure factors.  Now is the time to stop talking about the next plan, tool, meeting, or strategy and examine first and foremost the purpose, function, and output of your tactical “Way of Work.”  Does your organization have a Tactical Way of Work? Too often strategic plans are abstract and aspirational because they don’t TRANSLATE.  Does your organization have a TRANSLATION ISSUE? Translating Strategic Intent to Tactical Execution. If so, this session provides the answers:

  • Drive a Communication Cadence that puts leaders on Offense, not Defense
  • Drive Business Acumen that allows colleagues to answer the question of “Are we Winning or Losing?”
  • Drive an Execution System that makes accountability visible, personal, and measurable
  • Move engagement from an abstract conversation to a measurable process of ownership
  • Integrate strategy into an Onboarding System that promotes – “Welcome to our team, this is how we do business”

  • Shane Yount
    President

Venetian 1 & 2 | Workshop L | TechXLive

IBM TLDP - Creating the Next Generation of Change Agents

The Transformational Leadership Development Program™ (TLDP) is a leading-edge IBM organization with early-career change agents dedicated to delivering quality results and attracting top talent in the areas of Lean, Agile, and Organizational Change Management. It is highly regarded as an in-house Master's degree program with the mission and commitment to developing the next generation of transformational leaders. Within this workshop you will walk through the driving elements that called for the creation of this program, the benefits to IBM and its external clients, and the future innovation that this program provides.

  • TLDP's Founding
  • 3E's to Learning | Talent Sourcing
  • TLDP Value Add to Internal and External Clients
  • Steps to Organic Growth and Acceptance within Multinational, Multi-Segmented Company
  • Transformation Towards In-House Master's Degree Program

  • Matt Retterer
    Senior Strategy Consultant

Ligurian & Venetian Foyer | Afternoon Coffee Break & Networking

Break into Workshops

Ligurian 1 | Workshop M | Leadership Summit

Lean In Agile for Women - Enabling diversity, inclusion and adaptability

The Lean In Agile movement is designed to help women thrive in this new world of work with its paradoxical demands of innovation and delivery. The movement recognizes that we need structural changes to achieve a collaborative, diverse, adaptive culture and therefore calls on organizations to be inclusive and diverse in thought leadership, work force and bringing women to the decision making tables. Lean In Agile will partner with organizations to facilitate a space and a vehicle for women to co-create a vision and execute through collaboration. We also partner with conferences on “Women Inclusion” partnership.

Lean In Agile offers a framework called “Spirals” to help women learn and grow together in a mutually reinforcing support structure to help overcome internalized beliefs and behaviors. While this does not reduce the need for structural realignment to create a diverse leadership and workforce, Spirals can help women be better equipped to not only survive but thrive in the complicated landscape that will be the reality for organizations.

What attendees can expect from the session:

  • Organizational leaders will explore the urgency of building inclusive and diverse work places and work cultures and why this need is even more critical in the future.
  • They will learn how to increase internal capability for women to fulfill their potential professional through engaged workforce participation and thought-leadership.
  • How Spirals (self learning, self developing and self sustaining groups of women) and network of Spirals can propel the organization to reap the rewards of developing and nurturing emerging leaders
  • The power of “offer-seek” format within Spirals enabling behavior and mindset change from the very beginning to deliver immediate value to participants and to their organizations
  • They will discover how to enable sustainable organizational culture-building and culture-maintenance to become a diverse, learning organization that is uniquely positioned to respond to emerging challenges.

  • Padmini Nidumolu
    Co founder
  • Leila Rao
    Co founder

Ligurian 2 | Workshop N | Business Transformation Summit

Transforming Toward Impact: How the Social Sector is Evolving
  • Defining Impact and Why it Matters
  • How Transformation looks Different in Social Sector Organizations --and that's ok
  • Measuring Impact -- Why it's hard but possible
  • Necessary Mindshifts-- Thinking beyond the Organization toward the greater good.

  • Catherine Jaynes
    Principal

Ligurian 3 | Workshop O | Strategy Execution Summit

 

Venetian 1&2 | Workshop P | Customer Experience Excellence Summit

Leveraging Customer Journeys to Supercharge your Transformation and Excellence Initiatives.

Whether seeking to transform your organization or merely elevate your operational excellence program to the next level, Customer Journeys are the key to unlocking potential.

Rather than debating the “Outside-in” customer centric approach vs. an “Inside-out” organizational approach, it is smarter to seek to combine them into what Signavio calls a “Customer Excellence” approach.

In this workshop, we will work on how to create customer journeys quickly, leverage them for high-level directional and priority analysis, and then look at how they can be combined with traditional process thinking. By taking this holistic approach, transformation and excellence professionals will find it easier to leverage the wisdom of the crowd, justify their projects and programs, and address behavioral change challenges.

Key Takeaways:

  • How to create Customer Journeys in hours not weeks
  • Key elements that add simple powerful analysis to journey maps
  • Using Journey Maps to identify opportunities for transformation
  • Connecting Journeys with Processes for optimal operational excellence
  • Creation aids comprehension, but sharing and usage drives excellence

Through a combination of sharing and doing, you will leave this session with some simple pragmatic approaches that you can apply immediately. By equipping you with tools and ideas you can share, Mark McGregor and Till Reiter will make it easier for you to unleash the power of customer journeys as part of your everyday process initiatives.

  • Till Reiter
    Product Lead
  • Mark McGregor
    Head of Strategy

Main Stage Keynote: Mayo Clinic

Venetian Room 1 & 2 | Keynote | Lean Business Transformation & Operational Excellence Healthcare Summit

Manufacturer Production Issues Are Rising, And So Is The Risk To Patient Care – The Mayo Clinic Story

Pick your event.  Hurricane Maria.  Hurricane Michael.  An earthquake in Asia.  An FDA action. Mayo Clinic declared, “Never again will we be caught off guard and run critically low on life-saving medical products.”  But what can we proactively do to prevent future supply disruptions?  Is the hospital at the mercy of the global value chain?  Mayo’s answer is no.  Join us to learn why.

  • Learn practical strategies to stratify your medical supplies by criticality
  • Learn techniques for gathering supplier location data and proactive assessments of regional risk
  • Learn the basics of setting up a supply chain emergency operations center for supply disruption events
  • Learn how the use of automated, machine learning and AI techniques can aid in predicting the next disruptive event.

  • Erich Heneke
    Director of Business Integrity and Continuity

Main Stage Keynote: Morningstar

Venetian 1 & 2 | Keynote | Culture Transformation Summit

A Digital Transformation story - Up close & personal

Hear the story of how Morningstar successfully went down the path of digital transformation. Anu George will share their experiences, learnings and the core principles of transformation to drive change successfully.

Key takeaways:

  • How digital & cultural transformation connect
  • The myths and truths of driving a transformation
  • How to build agility and a culture of experimentation for successful change
  • The levers one can pull for transformation

  • Anu George
    Chief Quality and Transformation Officer

Main Summit Starts for Full Access Pass Ticket Holders

Welcome Gala Reception - Open To All Passes (except Community Pass)

Exhibit Hall Tuscan Ballroom | Welcome Gala Reception | Roundtables, Meetups & Networking

Welcome Gala Reception
Mingle with Industry Friends, Meet Our Sponsors & Exhibitors, View Poster Presentations.

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

Registration

Tuscan Ballroom I Breakfast & Networking I Meet our Sponsors & Exhibitors I View Poster Presentations

Tuscan Ballroom I BTOES Meetings Hub & Expo Open

Venetian Ballroom | CEO of BTOES Opening Remarks

Venetian Ballroom | Opening Remarks | General Session

CEO of BTOES Opening Remarks

  • Vijay Bajaj
    Founder and CEO

Venetian Ballroom | Chairperson's Welcome & Introduction to Keynote

Venetian Ballroom | Announcement | General Session

Chairperson's Welcome & Introduction to Keynote

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

Main Stage Keynote: Walt Disney World

Venetian Ballroom 3 to 5 - Main Stage | Keynote | Culture Transformation Summit

How is the Weather in your Kingdom? Key Learnings from 26 Years at Walt Disney World® Resort

It is your responsibility as a leader to create a high performing, engaging, internal culture. By doing this you unlock more discretionary effort by your employees, they will feel more ownership for their roles, and be willing and confident to speak up and make improvements to how the company operates and how the service is delivered to your customer.

From his start as a parking attendant at Epcot, to his role as the Vice President of the Magic Kingdom Park in Orlando, FL, Dan will break down the approach Disney takes to create world class experiences for their cast members and guests, resulting in high intent to return and sustainable financial success.

Much like the weather, culture influences our mood and ultimately our behavior. Great leaders understand the importance of creating and sustaining great culture in order to establish an environment where employees can thrive.

When they feel confident, respected, trusted and valued, employees deliver stellar results and ensure the success of their organization.

Dan will share what he learned about leading a purpose-driven culture during his 26 year career at the Walt Disney Company culminating in leading 12,000 cast members in the largest theme park in the world, theMagic Kingdom.

  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)

Main Stage Keynote: Facebook

Venetian Ballroom 3 to 5 - Mainstage | 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

Tuscan Ballroom I Refreshment Break

Main Stage Keynote: JP Morgan Chase

Venetian Ballroom 3 to 5 - Main Stage I 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

Tuscan Ballroom I Refreshment Break

Tuscan Ballroom I Book-Signing

BTOES Insights Boot | Book Signing | Roundtables, Meetups & Networking

Book Signing with Kevin Duggan, Institute for Operational Excellence

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

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

Venetian 1 | Track A | Culture Transformation Summit

Moderating Track Session

  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management

Venetian 1 | Track A | Culture Transformation Summit

Process Based Leadership® - Business vs Culture | How to Win at Both

Is culture the cornerstone of business success or is business really the cornerstone of cultural success? Learn the keys to Process Based Leadership for driving cultural and business success.  In this provocative and practical session, Shane will challenge conventional wisdom on Cultural Transformation going so far as to suggest that organizations “can’t fix their cultures.”  Despite all the strategies, tools, and training, performance in most organizations is still powered by personality, not process – this institutionalized, personality driven operating system is incompatible with the required Cultural Cornerstones of Clarity, Connectivity, and Consistency.  So if you can’t fix culture and your organization is suffering from Cultural Casualties, how do you build these Cultural Cornerstones. This session provides the answers:

  • What is currently powering your culture?  Is it Leadership Proximity, Persuasion, and Positional Authority?
  • What do colleagues and employees expect of their employer with regard to Culture?
  • What business processes drive your culture?
  • Understanding the Cornerstones of Clarity, Connectivity, and Consistency – Keeping it SIMPLE
  • Understanding the four Non-Negotiable Business Bootcamp processes required to prevent Cultural Casualties

  • Shane Yount
    President

Ligurian 1 | Track B | Agility Summit

Moderating Track Session

  • Jeff Dalton
    Chief Evangelist

Ligurian 1 | Track B | 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

Ligurian 2 | Track C | Leadership Summit

Moderating Track Session

  • Jim De Vries
    Founder, Managing Director

Ligurian 2 | Track C | 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 3 | Track D | Operational Excellence Summit

Moderating Track Session

  • Rob Stewart
    CEO

Ligurian 3 | Track D | 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

Venetian 2 | Track E | Business Transformation Summit

Moderating Track Session

  • Alina Aronova
    Chief of Staff for the Global Product Technology

Venetian 2 | Track E | Business Transformation Summit

Driving Business Transformation with Lean/ Six Sigma
  • How can Lean/ Six Sigma act as a catalyst for business transformation?
  • What are the benefits to the organization?
  • What does the Lean/ Six Sigma transformation process look like?
                - The Lean Value Stream                           
                - Initiative Identification and Prioritization
                - Initiative implementation
                - How to create sustainable impact?
  • Does this apply to my business?
  • What is needed in the organization to get started?

  • James Shirey
    Partner

Davinci | Track F | Lean Business Transformation & Operational Excellence Healthcare Summit

Moderating Track Session

  • Helen Figge
    Chief Strategy Officer

Davinci | Track F | Lean Business Transformation & Operational Excellence Healthcare Summit

Lean, Agile and Human Centered Design in Government- a Perspective from CMS

Attendees will be able to;

  • Describe a federal government approach to operational effectiveness at the Centers for Medicare and Medicaid Services
  • Understand some of the unique challenges to implementing business best practices within the US federal government
  • Describe how lean, agile and human centered design are interrelated tools to achieve operational excellence

  • Kevin Larsen
    Director, Continuous Improvement and Strategic Planning

Michelangelo | Track G | Business Transformation & Operational Excellence in Manufacturing Summit

Moderating Track Session

  • Raymond Brand
    Sr. Performance Improvement Engineer

Michelangelo | Track G | 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.

  • Nuray Gurtekin Sen
    Head of Global Process and Quality Siemens Corporate Technology Research in Digitalization and Automation

Bernini | Track H | TechXLive

Moderating Track Session

  • Jacques Hamel
    Chief Digital Transformation Officer

Bernini | Track H | TechXLive

Life After Six Sigma, Lean, and Agile: Announcing Master's in Business Transformation (MBT)

  • The in-house foundation - integrating the 3E's of learning: education, experience, and exposure provided by the Transformational Leadership Development Program(TM)
  • The franchise model - taking "what's in it for me" to the next level in a corporate environment, achieving scale and globalization
  • The role of Technology in People/Process oriented deployments - Automation examined

  • Kristof Kovacs
    Program Director, Transformational Leadership Development Program
  • Caroline Whalen
    Senior Business Transformation consultant

Meet The Speaker During Lunch

Tuscan Ballroom & Citrus Plaza | Roundtables, Meetups & Networking

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.

  • Randy Shumway
    Chairman, Partner
  • Corey Rathburn
    Regional Value Oriented Architecture and Clinical Excellence
  • Jeffery A. Davis
    Executive Director of Operational Excellence
  • Alina Aronova
    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
  • 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
  • Minette Norman
    Vice President, Engineering Practice
  • Brian Gallagher
    SVP, Operational Excellence
  • Jim De Vries
    Founder, Managing Director
  • Helen Figge
    Chief Strategy Officer
  • Peter Fritsche
    VP Global Operations
  • Michael Greenidge
    IT Director, Enterprise Applications
  • Ryan Leuty
    Operational Excellence | Black Belt
  • Gerald A. Faunt
    Vice President of Quality
  • 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
  • Bilal J Muhammed
    Vice President, ISRM
  • Farrah Pepper
    Chief Legal Innovation Counsel
  • Dr. Mathias Kirchmer
    Managing Director & Co CEO
  • Zack Adams
    Senior Advisory Consultant
  • Shane Yount
    President
  • Randy Clark
    Director of Six Sigma
  • Matt Retterer
    Senior Strategy Consultant
  • Jason Richards
    Principal
  • Catherine Jaynes
    Principal
  • Steve Waszak
    VP Operational Excellence
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Kristof Kovacs
    Program Director, Transformational Leadership Development Program
  • Roger Watson
    Principal
  • Rob Stewart
    CEO
  • Robert Crotty
    AVP - HCA Building Capital Productivity and Strategy
  • James Shirey
    Partner
  • Rias Attar
    Vice President – Enterprise Project Management Office & Strategic Initiatives

Main Stage Keynote: Cicero

Venetian Ballroom 3 to 5 - Main Stage | Keynote | General Session

Make it Stick! Proven Best Practices to Create Lasting Improvement in Your Organization
This will be unlike most dinner presentations you’ve experienced.  This will be a highly interactive discussion in which we compare lessons learned from the Bay of Pigs and Cuban Missile Crisis and apply those experiences in leading a well-functioning, highly innovative, and problem-solving organization.

  • Harness the best thinking of your teams
  • Build lasting, internal employee capacity to proactively solve problems
  • Create a culture of continuous innovation and improvement
  • Maintain momentum through the right measurements and rewards

  • Randy Shumway
    Chairman, Partner

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

Venetian 1 | 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 1 | Track B | 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

Ligurian 2 | Track C | 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 3 | Track D | 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

Venetian 2 | 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

Davinci | Track F | Lean Business Transformation & Operational Excellence Healthcare Summit

Accelerating A Global Deployment To The Next Level Of Performance

  • Bill Owad
    Sr. Vice President, Operational Excellence

Michelangelo | Track G | 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

Bernini | Track H | TechXLive

 

  • Randy Clark
    Director of Six Sigma

Tuscan Ballroom I Refreshment Break

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 1 | Track A | Culture Transformation Summit

Transformation in Global Support Organizations

  • Identifying and prioritizing impactful initiatives
  • Increasing efficiency through process standardization and automation
  • Leveraging metrics to enhance business decisions
  • Transforming mindset through effective communication

  • Jason Richards
    Principal

Ligurian 1 | Track B | Agility Summit

Ligurian 2 | Track C | 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

Ligurian 3 | Track D | 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 2 | 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

Davinci | Track F | 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 | Track G | 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 determines performance

  • David Coleman
    Finance Business Partner and Continuous Improvement Manager

Bernini | Track H | 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 | Topic Theme Meetups & Ideas Exchange

Tuscan Ballroom | Roundtables, Meetups & Networking

Agility 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 in your industry. This roundtable session is open for 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 in your industry. This roundtable session is open for 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Customer Experience Excellence 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Innovation Execution 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Leadership 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 in your industry. This roundtable session is open for 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Strategy Execution

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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Industry Meet Ups & Ideas Exchange

Tuscan Ballroom | Roundtables, Meetups & Networking

Banking & Finance 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Education 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Energy 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Engineering & Construction 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Hospitals & Medical Facilities 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom | Roundtables, Meetups & Networking

Transport 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 2 hours from 3.00 pm to 5.00 pm and is on a first come first serve basis. You can join the discussion at any time as long as a chair/space is available.

Start Times & End Times

3.00pm to 3.30pm

3.30pm to 4.00pm

4.00pm to 4.30pm

4.30pm to 5.00pm

This takes place in BTOES meetings hub in the Tuscan Ballroom. 

Tuscan Ballroom I Refreshment Break

Main Stage Keynote: Whirlpool

Venetian Ballroom 3 to 5 - Main Stage | Keynote | Leadership Summit

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 - GIS

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

Venetian 1 | 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

Ligurian 1 | Track B | Agility Summit

Great Big Agile: Leading Agile at Scale
  • Learn about Agile leadership values
  • New techniques for agile results
  • An infrastructure for leading self-organizing teams
  • Meet the author and get your book signed

  • Jeff Dalton
    Chief Evangelist

Ligurian 2 | Track C | 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

Ligurian 3 | Track D | 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
  • Jennifer Hurst
    Global Performance Excellence Leader

Venetian 2 | 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 Consulting

Davinci | Track F | 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

Michelangelo | Track G | 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

  • Ricardo Estok
    Enterprise Principle Leader, Global Manufacturing Operations & Council

Bernini | Track H | 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

Tuscan Ballroom I Refreshment Break

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

Venetian 1 | Track A | Culture Transformation Summit

“I Accept The Challenge”: A Hybrid Engagement Model for Digital Transformation and Innovation in High Risk & Regulatory Environments (Shifting Culture and Mindset for the Next Industrial Revolution)

The 4th Industrial Revolutions impact will require Legacy IT & BPM Organizations Culture to embrace a Hybrid Rapid Deployment IT Supply/Demand Model where the Consumer (End-User) is Elevated to the Infrastructures Endpoint above the Technology. This new model will be anchored in an Active Online & Dynamic Configuration Management Database (CMDB) and Integrated Asset Warehouse where Vendor Management, Finance & Procurement merge into the Engineering Design, Deployment & Sustainability Models.

The review of this Methodology will focus on the following Transformation Directives:

  • The End-User Endpoint Model

           New IT Supply/Demand Business Model

           Platform, not Product, Strategy

  • Transformation of Technology Paradigm

           Elevate Technological Acumen

           Implementation of Tiger Teams & Culturally Sensitive Centers of Excellence (COE’s)

           New Time To Market: Innovate & Deploy Rapidly and with Illumination ( Broad   Proactive & Open Awareness)

  • Introspection vs Inspection

          Learn more from your data

          Finance drives the Program, Project and Pipeline

          Governance, Oversight & Risk Management as a form of Procurement

          Focus of Purpose, not Products

  • The Consumer: The “X” Factor

           Agile Awareness

           The Consumer Journey

           Partnered Dashboards & Scorecards

  • Bilal J Muhammed
    Vice President, ISRM

Ligurian 1 | Track B | Agility 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

Ligurian 2 | Track C | Leadership Summit

Prepare your Organization for Business Growth in Three Steps

This concise and actionable session, led by Kevin Duggan, will arm organizations with three simple steps they can take to generate buy-in for Operational Excellence and sustainable business growth. During the presentation, Kevin will share the importance of driving excitement about OpEx among employees and proven ways to ensure their support: personal context, education and leadership. He’ll also discuss how this step-wise approach not only lays the groundwork for a successful OpEx implementation but also can reduce anxiety and resistance to change.

  • The importance of addressing the existing corporate culture head on
  • Ways to intrigue senior leadership so they understand the connection between OpEx and business growth
  • Different types of training and topics critical to embed OpEx in the workplace, at all levels
  • Techniques to help employees understand how their value will increase with OpEx
  • The results companies can expect when they replace management oversight with trust

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

Ligurian 3 | Track D | 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

Venetian 2 | Track E | Business Transformation Summit

Business transformation across industries, organization size, and maturity levels.
Sustainable Transformation – How can you make a change stick?

To remain competitive ALL companies must regularly transform an adapt to 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 expose themselves to reputation risk, customer loss and financial downturns.

Throughout her career, Alina Aronova has successfully led an array of business transformations in diverse functional areas, industries, and organizations. Each transformation brought its own unique obstacles and challenges. Come learn the secrets to Alina’s success as she shares stories, insights, and the tools she uses to be an effective change agent of business transformation. 

Key Takeaways:

  • How to forge a successful career in business transformation
  • Defining, organizing and leading transformations
  • Lessons learned through success and failure
  • Competitive advantages

  • Alina Aronova
    Chief of Staff for the Global Product Technology

Davinci | Track F | 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

Michelangelo | Track G | 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

Bernini | Track H | TechXLive

Mastercard’s Journey to Value Creation with Automation

Learn the keys to implementing a successful automation program to boost your operations. Aruna Ranganathan, Director of Analytics and Automation at Mastercard, will discuss the steps Mastercard’s Global Business Services Center took to build an automation program from the ground up, including early stage exploration and testing to full implementation across diverse operational and transactional functions.

  • Incorporating automation into operational functions can provide new efficiencies and improved customer service 
  • Efficiency on high volume and low complexity tasks is a priority
  • Identifying the right processes is key to success
  • Start small but plan for scalability
  • Change Management and Governance is crucial to adoption
  • Build the right RPA team, and focus on Business-IT Partnershi

  • Aruna Ranganathan
    Director of Analytics and Automation

30 Minute Topic Specific Roundtable Sessions

Tuscan Ballroom | Roundtables, Meetups & Networking

30 Minute Topic Specific Roundtable Sessions

This topic-specific roundtable session lasts 30 minutes and is aligned with the respective speakers,  speaking session topic. It is an opportunity to have a clinic session with the speaker. The format for the roundtable is informal and interactive.  Each speaker 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 Round Table topics with numbers are listed below:

RT1      Jordan Preisler, Head of Operational Excellence, Facebook

RT2      Scaling a Business Transformation across a $1.5B Healthcare Construction PortfolioRobert Crotty, AVP Capital Productivity and Strategy, HCA

RT3      Make it Stick! Proven Best Practices to Create Lasting Improvement in Your OrganizationRandy Shumway,  Chairman, Cicero Group  

RT4     “I Accept The Challenge”: A Hybrid Engagement Model for Digital Transformation and Innovation in High Risk & Regulatory Environments (Shifting Culture and Mindset for the Next Industrial Revolution), Bilal Muhammed, VP, Specialized Engineering, Wells Fargo

RT5      The Forgotten Basics of LeanJeffery Davis, Executive Director, Operational Excellence, JP Morgan Chase & Company

RT6      Transforming Your Workforce through Strategic Workforce PlanningRoss Sparkman, Head of Strategic Workforce Planning, Facebook

RT7     Leading Organizational Change with Real World Data: The Pharmaco  Perspective, Center of Excellence Patient & Health Impact, Dr. Christopher Boone, Vice President, Real World Data & Analytics, Pfizer

RT8    Transforming Organizational Capability and Performance Using CMMI V2.0Ronald Lear, Director of Intellectual Property Development, CMMI Institute

RT9    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

RT10    Developing Executive Problem Solving BehaviorsEdward Blackman, Global Leader of Continuous Improvement - GIS, Whirlpool

RT11    Age of AgileBrent Williams, Director, Business Process, McKesson Corporation

RT12    Processing Mining: Process Mapping for a Digitally Transformed World, Steven Remsen, Lean Six Sigma Black Belt Enterprise Process Excellence, Intel Corporation

RT13   Life After Six Sigma, Lean, and Agile: Announcing Master's in Business Transformation (MBT)Kristof Kovacs, Program Director, TLDP & Global CI Leader, IBM

RT14   Driving Cultural and Strategic Transformation with Disruptive Co- Innovation, Alex Goryachev, SR. Director, Innovation Strategy & Programs, Cisco Systems

RT15    Recognizing the "Heart of a Company"Jim de Vries, Founder, CEO, Enhance International Group

RT16    Creating a Culture of Quality and InnovationKenneth Giles, Quality and Continuous Improvement Principal, FedEx Corporation

RT17    Deploying blended learning for Operational  Excellence, Rob Stewart, President & CEO, OpusWorks (by the Quality Group)

RT18    Accelerating A Global Deployment To The Next Level Of PerformanceBill Owad, SVP, Operational Excellence, Cardinal Health

RT19    Value-driven Digital Transformation & Targeting Value through Business TransformationsDr. Mathias Kirchmer, Co-CEO, BPM-D

RT20    Prepare your Organization for Business Growth in Three Steps & Operational Excellence in Your Office: How to Design Autonomous Value Stream FlowKevin Duggan, Founder, Institute for Operational Excellence

RT21     Mastering Change Management & Cultural Transformation & A Digital Transformation story - Up close & personalAnu GeorgeChief Quality & Transformation Officer, Morningstar Inc.

RT22     How is the Weather in your Kingdom? Key Learnings from 26 Years at Walt Disney World® Resort, Dan CockerellMagic Kingdom Vice-President (Retired & Inspired), Walt Disney World

RT23      Excellence & Innovation AccelerationJose PiresFounder & President, Andeavor

RT24      Process Based Leadership® - Business vs Culture | How to Win at Both and Process Based Leadership® - Business vs Culture | How to Win at Both, Shane YountPresident, Competitive Solutions Inc.

RT25      Achieving Performance Excellence Through a Systems Perspective… Lessons Learned on Driving Change Using Deming and Baldrige, Randy ClarkDirector, Six SigmaUpland Software Inc.

RT26       Transformation in Global Support OrganizationsJason RichardsPrincipal, Cicero Group

RT27      Transforming Toward Impact: How the Social Sector is EvolvingCatherine JaynesPrincipal, Cicero Group

RT28       Driving Business Transformation with Lean/ Six SigmaJames Shirey, Partner, Cicero Group

RT29       Change Management Practice. What needs to be done better to improve Business Transformation Outcomes?Roger WatsonPrincipal, jTask, Inc.

RT30     Design Thinking Creates Work Class Leaders!Karen Tilstra, Co-Founder, Creativity Effect, Florida Innovation Lab

  • Jordan Preisler
    Head of Operational Excellence
  • Ronald Lear
    Director of IP Development, CMMI Products & Services Chief Architect
  • Sarbari Basu
    Director - Global Talent Operations
  • Edward J. Blackman
    Global Leader of CI - GIS
  • Brent Williams
    Director\MBB Lean Six Sigma, Corporate Functions
  • Steven Remsen
    Lean Six Sigma Black Belt Enterprise Process Excellence (PEx)
  • Jim De Vries
    Founder, Managing Director
  • Bill Owad
    Sr. Vice President, Operational Excellence
  • Robert Crotty
    AVP - HCA Building Capital Productivity and Strategy
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Dr. Mathias Kirchmer
    Managing Director & Co CEO
  • Kevin Duggan
    Shingo Award-Winning Author, Founder
  • Anu George
    Chief Quality and Transformation Officer
  • Shane Yount
    President
  • Randy Clark
    Director of Six Sigma
  • Jason Richards
    Principal
  • Catherine Jaynes
    Principal
  • James Shirey
    Partner
  • Rob Stewart
    CEO
  • Karen Tilstra
    Co- Founder
  • Kenneth Giles
    Quality and Continuous Improvement Principal
  • Roger Watson
    Principal
  • Bilal J Muhammed
    Vice President, ISRM
  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact
  • Randy Shumway
    Chairman, Partner
  • José Pires
    Global Excellence & Innovation (E&I) Leader
  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)
  • Ross M. Sparkman
    Head of Strategic Workforce Planning
  • Kristof Kovacs
    Program Director, Transformational Leadership Development Program
  • Jeffery A. Davis
    Executive Director of Operational Excellence

Venetian Ballroom | Awards Rehearsal

Venetian Ballroom | Gala Awards 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) 

We are proud to announce the shortlist of finalists from eighteen categories selected by the independent judging panel, for the 2019 Business Transformation & Operational

Excellence Industry Awards program. Listed by category, the finalists are:

Organizational Awards

Best Achievement of Operational Excellence in Automotive & Transportation

  • Ford - Greenfield Labs
  • Faurecia Clean Mobility - Lean Six Sigma from the Middle Out

 

Best Achievement of Operational Excellence in Banking, Capital Markets & Insurance

  • TCS /Digitate - Transforming the IT Operations at a large European financial institution
  • Nationwide Insurance - Striving for Operational Excellence and a Problem Solving Culture

 

Best Achievement of Operational Excellence in Healthcare

  • Philips Healthcare Informatics- Operational Excellence Initiative
  • Westchester Medical Center - Utilizing eHealth to Optimize Adherence to Consensus Best Practice Therapies_ Making Sure Every Patient Is As Safe As Possible
  • UnitedHealthcare - UnitedHealthcare Advocate4Me
  • UnitedHealthcare - UnitedHealthcare Motion
  • The DICE Group - Thomas Jefferson University and Jefferson Health
  • Mayo Clinic - Performance Excellence in a Shared Service Model
  • Blue Cross Blue Shield of Michigan - BCBSM Enterprise Transformation
  • NTT DATA Services - Denial Management with NTT DATA Artificial Intelligence Platform
  • RI International - Crisis Now: Change is Underway

 

Best Achievement of Operational Excellence in Hospitality & Construction

  • Caesars - Nomination - Best Achievement of Operational Excellence in Hospitality & Construction
  • Kraft Heinz - Nova Goiás Project

 

Best Achievement of Operational Excellence in Manufacturing

  • Hillphoenix - Digitally Transformed Inspection Process Drives Lean Culture at Hillphoenix
  • Intel Corporation - Accelerating Intel's Transformation Through Operational Excellence

 

Best Achievement of Operational Excellence in Pharmaceuticals & Life Sciences

To be announced closer to the awards

 

Project Awards

Best Achievement in Cultural Transformation & Sustainability to deliver a high performing Enterprise Excellence culture.

  • Philips Healthcare Informatics - Cultural Transformation Journey
  • Al Jazeera International Catering LLC - Our Planet Our Responsibility
  • Cisco - Cisco's My Innovation
  • Cognizant Technology Solutions - Cultural Transformation through Digital First
  • Cognizant Technology Solutions - Cultural Transformation through rediscovering early warning signals
  • IBM - Accelerating Agile to Transform IBM’s Quote-to-Cash Culture
  • IBM - Becoming self-sufficient to address development needs through the Global Knowledge Buddy Program
  • SEI - SEI Private Trust Company’s Beyond World Class Campaign

 

Best Achievement in Data Analytics enabling Operational Excellence

  • Cognizant Technology Solutions - Cognizant Digital Operations – Text Analytics driven smart process interventions to influence business outcomes
  • Etech Global Services - Best Achievement in Data Analytics enabling Operational Excellence
  • IBM - Cognitive Recommendation Engine (CoRE)
  • MetLife - MetLife Entry for Best Achievement in Data Analytics Enabling Operational Excellence
  • University Health Network - UHN Clinical Operations Dashboard

 

Best Achievement in Operational Excellence to deliver an outstanding Business Expansion and Revenue Growth

  • HP Inc. - Overcoming major complexities to help enable HP's largest print acquisition ever
  • CTS - Revenue Cycle Management Reimagined

 


Best Achievement in Operational Excellence to deliver an outstanding Customer Experience Excellence

  • Cognizant Technology Solutions - Prime Client Services - Improving Customer Experience
  • Cognizant Technology Solutions - Predictive Operations for Outstanding Customer Experience
  • IBM Corporation - Net Promoter Score Channel Advocacy Program for the IBM Business Partner Ecosystem
  • VMware Inc- Partner Professional Services Alignment for Customers
  • IBM - Leading Support for the Cognitive Era
  • PolyOne Corporation - PolyOne Corporation- CUSTOMER FIRST PROJECT
  • Bank of America - Implementation of Bank of America Voices
  • Citibank NA - “My Client My World” – Customer Service Transformation (Citibank India)

 

Best Achievement in Operational Excellence to deliver an outstanding Value Creation or Innovation Execution project

  • Cognizant Technology Solutions - KYC e-2-e transformation for Periodic Reviews (CLM)
  • Cognizant Technology Solutions - Customer Value Creation through Process One Framework
  • Cognizant Technology Solutions - Outstanding Value Creation - Transformation of Process for Success
  • Webasto Roof Systems Americas - Revamp the REAP with the IDEA Program
  • Alberta Energy Regulator - Alberta Energy Regulator
  • VMware, Inc - Seat Finder App - Innovative Way to Optimize Utilization of Office Space
  • Blue Cross Blue Shield of Michigan - BCBS Michigan and Value Management
  • NTT DATA Services - NTT DATA Virtual Resource Monitoring System

 

Best Achievement in Operational Excellence to deliver Business Transformation

  • Cognizant Technology Solutions - Business Transformation - Investment Banking Finance division of a global bank
  • IBM - Global Business Services Transformational Leadership Development Program- Tech Disruption in Your Industry – We Can Help
  • IBM - Composable Marketplace – Reinventing the Shared Services Operating Model
  • Delane Consulting & Talent Management -Sustainable Business Transformation
  • SAP - Digital Selling Program at SAP
  • Vodafone UK - The Enterprise Transformation Programme
  • CompuCom - Digital Building Drives Exceptional Operational Improvements
  • Michigan State University - Mobile Action Plan
  • JR Automation - Implementing a Quote Development Process
  • Aprimo - Aprimo Application for Best Achievement in Operational Excellence to deliver Business Transformation
  • Weatherford International plc - TRANSFORMING CULTURE FOR MEANINGFUL CHANGE AT WEATHERFORD
  • Intrigo Systems -  Deploying SAP IBP S&OP Global Template at Stanley Black and Decker

 

Best Achievement in Operational Excellence to deliver Digital Transformation

  • Fannie Mae - Credit Enhancement Transaction System (CETS)
  • Capgemini - iLabor, a digital platform for submitting online labor correction forms, designed to reduce time and manual paper work
  • Cognizant Technology Solutions - Digital Transformation - Smart Intake
  • Cognizant Technology Solutions - OrgaCTS - Digital Transformation - Digital Finance in Cognizant
  • Conrad Industries Inc - How a 100-Year-Old Embroidery Manufacturing Company Digitally Transformed From a Paper-Based Operations
  • Refinitiv (Financial & Risk) - Project Genesis- Digital Transformation at Refinitiv
  • Bank of America - Best Achievement in Operational Excellence to deliver Digital Transformation
  • Intrigo Systems - Demand and Supply Optimization SAP Integrated Business Planning (IBP) at Blue Diamond Growers
  • MetLife - MetLife Entry for Best Achievement in Operational Excellence to Deliver Digital Transformation
  • Kimberly-Clark - At Kimberly-Clark, the world is our office

 

Best Achievement in Technology Enabled Process Automation

  • Cognizant Technology Solutions - Technology Enabled Process Automation in Cognizant Digital Operations
  • Caesars - Caesars Nomination - Best Achievement in Technology Enabled Process Automation Award
  • IBM - Improving Sales Win Rates with Cognitive Modeling and Process Automation
  • HP - Digitizing Finance
  • University Health Network - UHN Learner Registration Program
  • Mastercard - Mastercard Automation Program Delivers Valuable Process Efficiency
  • Digitate - TCS - Transforming two Retail Giants in North America using a Cognitive platform
  • VMware Software India Pvt Ltd - VMware Skyline TM- Proactive Model for Customer Support
  • MetLife - Entry for Best Achievement in Technology Enabled Process Automation
  • Labor Finders International Inc -You’re Hired- How Labor Finders Utilized BPM to Digitally Transform its Electronic Employment Application Process and Enable Process Automation
  • VMware software India ltd - RPA- Contract Updates due to Partner Merger

 

Best Operational Excellence project under 90 days

  • McCormick Distillery - Using No-Code Apps to Streamline Age-Old Operations
  • Blue Cross Blue Shield of Michigan - BCBS Michigan Medicare Advantage Member Attribution
  • Caesars - Nomination - Best Operational Excellence project under 90 days
  • Comcast West Division - Comcast West Division's WiFi Day
  • DonorsChoose.org - How DonorsChoose.org Operations helped make a $29 million donation come to life
  • IBM - Financial Performance Dashboard
  • VMware software India ltd - License Deployment Queries Reduction
Personality Awards

Operational Excellence CEO of the Year Award

  • BrightSpring Health Services - Jon Rousseau
  • Cisco - Alex Goryachev- Cisco’s “Disruptor in Residence"
  • DBA HOPE At Home Health Care - Christine Bartel
  • Etech Global Services - Matt Rocco
  • Nintex - Eric Johnson

 

Operational Excellence Outstanding Leader of the Year Award

  • Aflac US - Virgil Miller
  • Cognizant Technology Solutions - Somendra Jayaram

 

Platinum Awards

The following Platinum Awards cannot be entered for. The winners will be selected by the judges from across a range of categories.

The Platinum Award for Best Achievement in Organizational Operational Excellence

The Platinum Award for Best Achievement in an Operational Excellence Project

| 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
  • Brian Gallagher
    SVP, Operational Excellence
  • Helen Figge
    Chief Strategy Officer
  • Peter Fritsche
    VP Global Operations
  • Kishore Kandru
    Enterprise Business Architecture Leader
  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management
  • Griselda Abousleman
    Vice President, Operational Excellence, Transport Solutions NA/EMEA
  • Bilal J Muhammed
    Vice President, ISRM
  • Marco Chmura
    Director of Quality & Transformation
  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)
  • Dr. Christopher Boone
    Vice President, Head of Real World Data & Analytics Center of Excellence, Patient & Health Impact
  • Iassen Deenitchin
    Head of Global Process Management

| General Session

Judging Panel

  • Phillip Murphy
    Headquarters CI Team Lean Six Sigma Master Black Belt
  • Brian Gallagher
    SVP, Operational Excellence
  • Steve Waszak
    VP Operational Excellence
  • Yuval Dvir
    Head of Intl. Online Scaled Partnerships, Google Cloud
  • Jim De Vries
    Founder, Managing Director
  • Griselda Abousleman
    Vice President, Operational Excellence, Transport Solutions NA/EMEA
  • Ruben Del Toro
    Director, Enterprise Continuous Improvement
  • Alex Goryachev
    Managing Director, Innovation Strategy and Programs, Cisco
  • Dr. Keith Clinkscales
    Director Strategic Planning & Performance Management
  • Kishore Kandru
    Enterprise Business Architecture Leader
  • Iassen Deenitchin
    Head of Global Process Management
  • 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

Night Summit

Thirsty Fish | Roundtables, Meetups & Networking

Enjoy signature drinks, a beautiful setting and an ideal place to unwind at the Thirsty Fish 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 | Breakfast & Networking

Tuscan Ballroom I BTOES Hub Expo Open

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

Main Stage Keynote: Google

Venetian 3 to 5 - Main Stage | 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

Tuscan Ballroom | Refreshment Break

Technology Test Drive Demo

Tuscan Ballroom | General Session

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

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 3 presentations have been accessed by everyone, on each day. 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.

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

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.

Tuscan Ballroom | Refreshment break

Venetian Ballroom | Awards Winners Panel Showcase

Venetian Ballroom | 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 | Refreshment Break

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

Venetian 1 | Track A | Culture Transformation Summit

Moderating Track Session

  • Bilal J Muhammed
    Vice President, ISRM

Venetian 1 | Track A | Culture Transformation Summit

Interactive Discussion Forum

  • Jordan Preisler
    Head of Operational Excellence

Davinci | Track F | 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 | Track F | 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

Bernini | Track H | TechXLive

Moderating Track Session

  • Kristof Kovacs
    Program Director, Transformational Leadership Development Program

Bernini | Track H | 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

Ligurian 1 | Track I | Customer Experience Excellence Summit

Moderating Track Session

  • Randy Shumway
    Chairman, Partner

Ligurian 1 | Track I | 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

Ligurian 2 | Track J | Innovation Summit

Moderating Track Session

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

Ligurian 2 | Track J | 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

Ligurian 3 | Track K | Business Transformation & Operational Excellence Insurance Summit

Moderating Track Session

  • Kishore Kandru
    Enterprise Business Architecture Leader

Ligurian 3 | Track K | 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

Venetian 2 | Track L | Strategy Execution Summit

Moderating Track Session

  • Attila Dobai
    Head of Strategy and Innovation

Venetian 2 | 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

VPs Operational Excellence Private Forum

Donatello Boardroom | Private Forums

VPs 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 | Lunch Break

Venetian 3 to 5 Main Stage | Chairman Announcement I Prizes & Awards

Venetian Ballroom 3 to 5 - Main Stage I Chairman Annoucement | General Session

Prizes & Awards Announcements

The announcement of Poster Presentation Winner (First, Second & Third Place) 

The Event App Leaderboard Prize

The announcement of Technology Demo Drive Prize Draw

The announcement of Exhibitor Star Card Prize Draw

Each winner will be awarded 2 incredible prizes from the below worth up to $3318.98 

1 Free Full Access Pass for BTOES 2020 worth $2950

1 Apple iPad (WiFi - 32GB) worth $278.99

OR

All new Amazon Echo  worth $89.99

Main Stage Keynote: Caesars Entertainment

Venetian 3 to 5 Main Stage | Keynote | 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

Venetian 1 | 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

Davinci | Track F | 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

Bernini | Track H | TechXLive

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

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

Ligurian 1 | Track I | 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

Ligurian 2 | Track J | 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 3 | Track K | 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

Venetian 2 |Track L | Strategy Execution Summit

Tuscan Ballroom | Refreshment Break

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

Venetian 1 | Track A | Culture Transformation Summit

 

Davinci | Track F | 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

Bernini | Track H | TechXLive

From Strategy to Operations: Building new business capabilities in record time

Digital transformation is more than a catchphrase. It is a hope, a dream that all companies may grow, change or transform seamlessly. To get there, our belief is that transformation begins with a strategy that if properly understood should lead to operational change. All initiatives must be linked-to and driven-by business goals as defined by the strategy. In this context, evaluating the existing business capabilities, transforming them and acquiring new ones is essential.

In this session, we will present three customer success stories that demonstrate how organizations in varied industries are transforming their strategies into operational business capabilities in record time. We will review how a large Canadian agriculture company, a European Government agency and a US healthcare project have followed this simple yet powerful approach to a successful digital transformation. Learning Objectives

  • Understand how to develop operational business capabilities from strategies;
  • Learn how to integrate Decision Modeling, Business Process Modeling and Case Management Modeling to add value to any digital transformation project;
  • Learn how business transformation modeling is used to transform strategies into operational capabilities using business-friendly software tools;
  • Understand how simplicity and transparency are key to transformational success.

 

  • Jacques Hamel
    Chief Digital Transformation Officer

Ligurian 1 | Track I | Customer Experience Excellence Summit

Building Customer-Centric Metrics

What every customer wants (often expressed as “voice of the customer” or VOC) can be boiled down to one simple 6-word phrase. Successful businesses build metrics that are centered around that VOC.  We’ll review how they must define their own similar 6-word phrase that ensures their own process capability (often expressed as “voice of the process” or VOP) meets that VOC.

Key takeaways:

  • Many organizations surround themselves with metrics that are often conflicting and measuring the wrong thing – and worst of all, they don’t account for what the customer wants.
  • Every corporation has the same ultimate customer: the shareholder. Shareholders measure that corporation’s success in 4 key areas (or CTQs): Financial Performance, Customer Satisfaction, Employee Satisfaction, and Corporate Brand.
  • For the area of Customer Satisfaction, every paying customer asks the same thing: “Am I getting the right THING, at the right TIME, and at the right PRICE?”  This is most simply described as the voice of the customer or VOC.
  • Similarly, the organization’s area of Financial Performance involves asking “Am I doing the right THING, at the right TIME, in the right WAY?”  This is most simply described as the voice of the process or VOP.
  • To be successful, the organization should align its VOP with the VOC to focus on quality (“doing the right THING…”), timeliness (“…at the right TIME…”), and efficiency (“…in the right WAY”) which aligns to the customer’s expectation of value (“…at the right PRICE”). An organization with metrics that balance these 3 key perspectives can’t help but be successful.

  • Matt Hansen
    Lean Six Sigma Master Black Belt

Ligurian 2 | Track J | 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

Ligurian 3 | Track K | 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

Venetian 2 | Track L | Strategy Execution Summit

Today’s World and the Missing Elements of Strategy, Optimization, and Innovation

Building on vast and divers experience of Dr. Ayad, this presentation explores the dynamics of organizations during transformation and strategy formulations and implementation. Key questions to tackle:  What is the role of optimization in strategy implementation? What is the proper design of workforce management to achieve organizational mission and vision?

Key takeaways:

  • What organizations (and leaders) should do to ensure strategy implementation in today's evolving world
  • Better understanding of the concepts of optimization in business operations: "real-life" examples from the retail industry
  • Design essentials for work management and workforce optimization

  • Amine Ayad
    Head of Workforce Management & Optimization

Tuscan Ballroom | Refreshment Break

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

Venetian 1 | Track A | Culture Transformation 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

Davinci | Track F | Lean Business Transformation & Operational Excellence Healthcare Summit

Continuous Improvement Through People, Process and Technology at Eskenazi Health

As one of America’s largest essential health care systems, Eskenazi Health provides treatment and services to nearly 1 million outpatient visitors every year.  Eskenazi Health provides a comprehensive range of primary and specialty care services at a 315-bed hospital, outpatient facilities both on and off the Eskenazi Health downtown campus as well as 10 Eskenazi Health Center sites located throughout Indianapolis. The Eskenazi Health system is home to a Level Itrauma center, verified adult burn center, community mental health center and the Eskenazi Health Center Primary Care – Center of Excellence in Women’s Health amongst other notable programs.    

 

This case study will provide pertinent examples of Eskenazi Health’s continuous improvement work.  Specifically:

  • Eskenazi Health’s process for improvement.  Building inter-departmental partnerships and engaging the right team in improvement.
  • Focusing on good processes prior to lengthy technology projects.
  • Electronic health records, data automation and improving sustainment

 

Key takeaways:

  • Are attendees pulling together the right teams to support improvement?
  • Are attendees considering the right things in measuring our outcomes?
  • Are attendees factoring labor into their improved processes?

  • Brian Barrick
    Director, Operational Excellence and Strategy

Bernini | Track H | 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

Ligurian 2 | Track J | 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

Ligurian 3 | Track K | Business Transformation & Operational Excellence Insurance Summit

Business Intelligence in the Digital Age

No industry is safe from disruption, especially as digital businesses rewrite customer expectations. Today, customers have come to expect products to be delivered in two days, and instant feedback and advice thanks to companies like Amazon and Facebook.  

Customers are at the heart of Aflac’s business. In his presentation, Virgil Miller, executive vice president and chief operations officer (COO) of Aflac U.S. and president of Aflac Group, will discuss how his team is responding to market changes through their digitalization and innovation efforts, including their new customer-focused strategy called One Digital Aflac.

Virgil will give an overview on Gen-C, which is more digitally capable and looking to be in control of its future. Gen-C expects ease and accessibility, and businesses must adapt according. Virgil will expand on three key CX areas Aflac is focusing on, all of which apply to other companies: 

  • Harness digital to enhance customer experiences and exceed expectations. 
  • Seamlessly integrate channels across sales and service. 
  • Reduce effort for customers when interacting with the company. 

This will segue into how to develop a future-state customer journey that predicts what customers will need seven to ten years down the road. As an example, Virgil will discuss Aflac’s roadmap, highlighting some of their 2017 and 2018 initiatives centered on improving Aflac’s online and mobile customer tools as an example.  

Virgil will wrap up his presentation by diving into how Aflac is embracing a culture of innovation. Despite the fact that the insurance industry is notoriously slow to innovate, at Aflac, all workers are challenged to ask questions like “How does this impact the customer?” Aflac recognizes that if they don’t change to accommodate customers, others will. Virgil will outline how to drive an innovative culture in the digital age and deliver a single user-experience.

4-6 bullet points on what attendees can expect from the session:

  • Attendees will walk with an understanding of the next-generation consumer, Gen-C, including what they expect and want from their customer experience today.  
  • Attendees will learn how to create a future customer journey roadmap, including insight on how companies like Aflac are adjusting their strategy.   
  • Attendees will learn the keys to fostering and leading a company culture in the digital age.  
  • Attendees will understand how to drive improvements with a customer-centric approach to problem solving.
  • Attendees will walk away with a framework for creating a learning culture, which relies on upskilling, awareness and fluency. 

  • Virgil Miller
    EVP and COO

Venetian 2 | Track L | Strategy Execution Summit

Strategy Execution and the case for Continuous Business Transformation

The gap between strategic vision and execution is problematic for many businesses.  Furthermore, disruption and need for transformation are no longer singular events in today's businesses.  We need to rethink transformation as a continuous process.  In this workshop we'll explore the philosophy of Continuous Business Transformation and the DOITS method for strategy execution.  

Key takeaways:

  • Setting up for success: Establish a vision with enough flexibility to ensure centralized command and decentralized control.
  • The core tenets that enable Continuous Business Transformation
  • An overview of the DOITS method
  • The DOITS method in action: A real world look at disruptive strategy execution from in the trenches.  We'll explore an innovation project from vision to reality.

  • Attila Dobai
    Head of Strategy and Innovation

Venetian Ballroom | Keynote:

Venetian Ballroom 3 to 5 - Main Stage I Keynote | General Session

FAST: 4 Principles Every Business Needs To Achieve Success and Drive Results.

 

Venetian Ballroom | Chairperson's Final Conclusion

Venetian Ballroom 3 - 5 | 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 | Registration, Breakfast & Networking

Break into Workshops

Venetian 1 | Workshop Q | Business Transformation Summit

In-House Foundation (TLDP)
  • TLDP’s founding
  • Talent sourcing (hand picked)
  • 3E’s of Learning (education, experience, exposure)
  • TLDP Value Add to Clients
  • NA Case Study (constant innovation in processes)

  • Caroline Whalen
    Senior Business Transformation consultant
  • Matt Retterer
    Senior Strategy Consultant

Venetian 2 | Workshop R | Strategy Execution Summit

Strategy to Execution - Blueprint for Competitive Advantage

Developed strategy may be thorough- yet business results often fall short. Strategy to Execution (STE) uses growth accelerators to bridge sound strategy and focused execution.

The Harvard Business Review published an article 12/30/2015, Only 8% of Leaders are Good at Both Strategy and Execution, detailing the results based off of a 2013 survey of 700 executives who were asked two questions: 1) How many excelled at strategy and 2) How many excelled at execution. Not surprising, the results showed only 8% stated they were very effective at both with 16% stating they were very effective at either strategy or execution. While companies are seeking out strategies to create competitive advantage, they are overlooking a fundamental vehicle to seize it… the execution of developed strategy.

 Key Takeaways:

  • Based on survey statistics, effective execution of developed strategy becomes a competitive advantage
  • Strategy to Execution provides organizational focus, priority, and alignment
  • Strategy execution only becomes “sticky” when the organization is committed to the change- people connect the system
  • Strategy to Execution becomes an iterative annual process where today’s breakthroughs becomes tomorrow’s daily management

  • Robert Cartia
    Vice President, Operational Excellence

Venetian 3 | Workshop S | Innovation Summit

3DThinking™. Going ‘inside the box’ to manage innovation and transformation shifts.

3D Thinking™ nurtures the concept of going ‘inside the box’ to tackle your challenges.

3D Thinking™ generates dimensional thinking for product and services development to produce something that has value, did not exist before, or used in a new way.

3D Thinking™ will facilitate a ‘shift’ in how you think, not what you think. The problem is ‘inside the box; not outside of it. Learn new ideas that willhelp create a better value proposition and set a higher price by synthesizing new insights and wisdom.

It will address

  • What do we know?
  • What do they need or want?
  • What will they pay for your solutions?

Your audience isn’t a monolith, so your products, services, and solutions shouldn’t be either. And with product and brand proliferation the consumer is begging for really innovative solutions to their perceived needs and problems. If you aren’t RE-INNOVATING, chances are you’ve dropped into the “price barrel” along with all the other “me too” products and services.

Conversations with plain talk for smart people will be punctuated with licensed movie and television scenes, ‘out of the box’ problems i.e.

What do you, as a college student, when you acquire a box car loaded with Chef Boyardee spaghetti sauce?

How do you put a sign on a building when the city prohibits it?

How do you offer the most requested incentive requested by used car salesmen, a Rolex Submariner, when Toyota doesn’t have the budget to provide them?

These and other real-world case studies will challenge creative problem- solving skills and reveal ‘inside the box’ solutions that become evident when 3D Thinking inspires greater awareness of overlooked connections between actions and consequences.

Key Takeaways:

Attendees will leave with an enhanced skill that will help find effective

solutions to their most complicated business problems.

Attendees will be shown the 3D Thinking techniques to…

  • Detect new opportunities using existing resources.
  • Discover your components.
  • Determine applications to product, process, marketing, and management innovative problem solving.
  • Develop, test and market.
  • Distinguish opportunities from distractions.
  • Deliver more persuasive presentations

  • James Feldman
    The Bright Idea Guy

Tuscan Ballroom | Refreshment Break

Keynote Presentation

Venetian 3 I Keynote | Culture Transformation Summit

Magic In Action - key learnings from a 26-year career at the Walt Disney Company

Many companies have sound visions and strategies, and fail to execute where it matters most, at the customer contact point.

Dan Cockerell, former Disney executive and Magic Kingdom Vice-President, will share how Disney translates strategies to concrete expectations and behaviors for their cast members.

 

Topics Covered:

Culture is like the Weather

The weather is the environment that MotherNature influences and culture is the environment that leaders influence. If you want the best chance for success in your organization, focus on your culture. When your employees feel confident, respected, and valued, great things happen. Dan will talk about how he approached influencing the culture of the Magic Kingdom, and the 12,000 Cast Members that he led.

I Am Inspired, Now What?

Passion, Dedication, Commitment are all powerful words. However, without specificbehaviors and specific actions, they are only words. Dan will share specific tactics and behaviors that he used to lead his team throughout his 26 year Disney career.

Lead Yourself First

Before you can lead your people or your organization, you need to learn how to lead yourself. This is counter-intuitive, but the reality is that in order to compete at the highest levels, you need to feel good, think clearly, and bring the energy that others will respond to. Dan will share his approach on how he prepared himself to effectively lead his Magic Kingdom team.

  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)

Keynote: Florida Hospital Innovation Lab (FHIL)

Venetian 2 | Keynote | Innovation Summit

Florida Hospital Innovation Lab (FHIL) Tour Presentation

The Florida Hospital Innovation Lab, aka, "FHIL" is  an award winning innovation lab located smack dab in the heart of Florida Hospital Orlando. FHIL is a fully facilitated design thinking space. It was created to be a low barrier, easy access, for all Florida Hospital employees, community stakeholders, and health care companies. We will highlight what the tour will include. It will be an introduction of the innovation space, how design thinking works, and stories and examples of projects that have come through the lab!

  • Learn about the structure of the tour you are going to be going on
  • Learn how FHIL originated in such a large, complex, organization.Learn the way in which front lines employees are connecting and sharing ideas with top leadership on a consistent basis
  • Hear stories of how design thinking works in our innovation lab
  • The tour will include interactive learning experiences 
  • Meet the FHIL team
  • Meet Healthcare leaders who have used FHIL to solve problems. 

  • Kyle Koszuta
    Innovation Experience Designer
  • Karen Tilstra
    Co- Founder

Meet Loews Portofino Orlando Lobby | Florida Hospital Innovation Lab Site Tour

Site Tour | Innovation Summit

Tour of Florida Hospital Innovation Laboratory (FHIL)

The Florida Hospital Innovation Lab, aka, "FHIL" is  an award winning innovation lab located smack dab in the heart of Florida Hospital Orlando. FHIL is a fully facilitated design thinking space.  It was created to be a low barrier, easy access, for all Florida Hospital employees, community stakeholders, and health care companies.

FHIL opened in 2012 and has run more than 500 design thinking projects, with more than 5,000 health care professionals, students and community members. FHIL also has educated more than 1500 university students on design thinking.  

More than 40 healthcare companies have come through FHIL’s design thinking process. Each company engaged in deep empathy experiences where they gathered new insights to better understand to challenges and future needs.

FHIL embodies Florida Hospital's co-creative spirit, and exists to collaboratively solve health care’s biggest challenges. Teams of doctors, nurses, directors, administrators— anyone who has an idea of how to improve the services we provide—work together toward the betterment of patient care.

This collaborative spirit is a hallmark of the care Florida Hospital  provides. Bringing different people together from various facets of medicine to work together toward a common goal helps us solve challenges with better efficiency within our organization and with greater benefit to our patients. Collaboration allows us to create today’s best possible health care services, and innovate ways to continually improve them for tomorrow.

We're a group of people who believe everyone is a creative problem solver, therefore we create space for creative problem solvers to thrive.

Takeaways from the Tour

  • Learn how FHIL originated in such a large, complex, organization.
  • Hear Innovation stories from the past 6 years of serving Advent Health (formerly Florida Hospital)
  • Learn the psychology behind what it takes to create and sustain an Innovation Lab
  • Learn design thinking mindsets, skills and process.
  • Learn how design thinking is used with all innovation teams
  • Learn the facilitation approach FHIL has adopted.
  • Learn the way in which front lines employees are connecting and sharing ideas with top leadership on a consistent basis

 

Detailed Agenda:

12.00pm                   Gather at Loews Portofino front entrance roundabout. Staff members will be present to guide you. 

12.15pm                       Depart from Loews Portofino

Drive from hotel to FHIL approximately 40 minutes

Greeting in Ginsburg lobby

Arrive at FHIL

Tour of the space

Meet the FHIL Team - How we came to be

Intro to FHIL - philosophies, history, process, short videos

Tour of FHIL spaces

Interactive Improvisational activity - demonstrating how teams are built

Showcasing of FHIL offerings

Stories of Effective DT projects - FH Team members share their project

Rapid Prototyping Experience -

Q & A FHIL

3.30pm - Drive back to hotel - approximately 40 minutes

  • Kyle Koszuta
    Innovation Experience Designer
  • Karen Tilstra
    Co- Founder

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

The Walt Disney World Resort | Site Visit | General Session

Includes park ticket to enjoy the Magic Kingdom at your leisure after the tour

Private & Bespoke self-guided Business Tour of The Walt Disney World® Resort, Magic Kingdom. 

The Walt Disney World® Resort Business Private & Bespoke Disney Business Tour (Includes park ticket to enjoy the Magic Kingdom at your leisure after the tour)

This is a special private & bespoke presentation & tour that is exclusive to BTOES19. This tour has been recorded by Dan Cockerell, former Disney executive, and Magic Kingdom Vice-President, specifically for BTOES19 delegates. 

During this self guided tour, you will learn about the leadership, operational, and innovative approach Disney takes, to create an immersive environment and  engage cast members to be their best, resulting in exceptional experiences for their Guests.

 

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

This is very different from the Disney Institute tour. This has been privately arranged by BTOES19 and is being facilitated by the top executive of  The Walt Disney World Resort, Magic Kingdom.

The tour is your opportunity to explore firsthand how Disney business insights and time-tested methodologies are operationalized to deliver, innovative, employee engagement & great customer experience.

Learn how Disney creates a supportive environment for the Cast Members and understanding it's great leadership strategies. 

Take a stroll through this turn-of-the-century walkway inside the Magic Kingdom® Theme Park to better understand how they strive to exceed the expectations of our Guests and delivery concepts of exceptional service.

Discover how they use simple tools to engage and empower Cast Members to create lasting customer relationships that drive repeat business and customer loyalty.

This is business focused tour price includes roundtrip transportation from the Loews Portofino Bay Hotel at Universal Orlando™ and a park ticket to enjoy the Magic Kingdom at your leisure after the tour. 

Observe key examples from a “living laboratory,” explore firsthand how Disney business insights and time-tested methodologies are operationalized to deliver a great customer experience. 

You will learn how the park operates, design decisions, leadership principles, what to look for etc. 

Please find below itinerary details for the bespoke Disney Presentation & Tour.  

Includes Transportation & Magic Kingdom Park Tickets after the tour. Park stays open to half past midnight on Friday’s.  

12.00pm                   Gather at Loews Portofino front entrance roundabout. Staff members will be present to guide you. 

12.15pm                       Depart from Loews Portofino

Magic Kingdom tickets handed out on the coach. 

Boxed Lunch served on the coach. 

1.00pm                       Arrive at the Magic Kingdom 

The bus arrives at the Magic Kingdom ticket and transportation center

Take the Water Taxi or Monorail to Magic Kingdom (we recommend the Water Taxi to the Magic Kingdom, and the Monorail back, great to experience both) 

 Tour Begins curated by Dan Cockerell, VP of Magic Kingdom (Heads up the Magic Kingdom) You will receive an email with the App to Download and Tour to Search on your Phone. 

5.00pm            End of Tour - Guests are free to enjoy the park on their own

5.45pm            1st Return – For those who would like to go back to the hotel from Magic                    Kindom, Ticket and Transportation Center, you should allow at least 30 minutes to travel from the front of the park to the bus stop.

Those who would like to remain. The park closes at just half past midnight with Happily Ever After, our nighttime fireworks spectacular fireworks will be presented approx at 8.45pm (check timings on the day)

8.30pm           2nd Return  - It will be at the Transportation and Ticket Center, you should allow at least 30 minutes to travel from the front of the park to the bus stop.

10.30pm          3rd Return – For those who would like to go back to the hotel -  It will be at the Transportation and Ticket Center, you should allow at least 30 minutes to travel from the front of the park to the bus stop.

Attendees that stay after the 3rd return will need to make their own way back.

 


  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)

Walt Disney World Post Tour debrief / Q&A back at the hotel

Venetian 3 I Q&A | Leadership Summit

Post Tour Debrief / Q&A back at the Loews Portofino

Dan will host a one hour Q&A session regarding your experience and observations at the Magic Kingdom over drinks.

With Dan Cockerell, VP of Magic Kingdom (Heads up the Magic Kingdom) (Retired & Inspired - 2018) - Seasoned Disney Executive of 26 Years.  

This is an option for those that wish to return back to the hotel after the tour.  

  • Dan Cockerell
    Magic Kingdom Vice-President (Retired & Inspired)

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.