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Business Transformation & Operational Excellence World Summit & Industry Awards

The Largest Premier Gathering of Leadership-Level Industry Leaders & Senior-Executives. The Best Audience. The Most Engaging Event.

Agenda

Filter by Day - Day 2 & 3 - March 22-23, 2017 are the Main Summit Days

Innovation Acceleration: Business Excellence Pre-Summit Workshops & Keynotes Main Summit Main Summit Post-Summit Workshops & Disney Business Behind The Magic Tour

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

show all Innovation Execution Summit Strategy Execution Summit Business Transformation Summit Culture Transformation Summit Customer Experience Excellence Summit Leadership Summit Process Optimization Summit Agility Summit Operational Excellence Summit
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

Full Day Workshop | Innovation Acceleration: Business Excellence | 20th March 2017

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

Full Day Workshop | General Session

Innovation Acceleration
Discover the disciplined approach to innovation, leadership development & value creation

Business Excellence is an integrated program for innovation, leadership development 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. Its track record of innovation, leadership development and value creation for over a decade has won industry awards and accolades worldwide, including the 2015 Global Award of Excellence and the 2016 Top U.S. Private Company for Leaders.

Read the Announcement

 You will learn:

  • 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 

 

Hands-On Experience Includes:

  • Review of actual BEx® innovation projects
  • Interactive exercises demonstrating powerful BEx® concepts in action 

 

What makes this course special?

Its track record of innovation, leadership development and value creation for over a decade has won industry awards and accolades worldwide, including the 2015 Global Award of Excellence and the 2016 Top U.S. Private Company for Leaders.

 

How will you benefit

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

 

Course Structure / Detailed Agenda

The one-day Innovation Acceleration workshop on Monday, March 20 provides extensive leadership coverage of how Business Excellence accelerates innovation, leadership development and value creation. 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 actual BEx® innovation projects
  • Interactive exercises demonstrating powerful BEx® concepts in action 

 

Breakfast, lunch and all materials provided.

 

Who Should Attend

  •  CEOs, COOs CSOs, CIOs, CAOs, CMOs, CFOs, CLOs, Chief Excellence Officers
  •  Heads of / SVP & VP Global Operations, Global Operational Excellence Leader
  •  Global Heads, Heads of, EVPs, SVPs, VPs, Directors of Business ExcellenceBusiness Transformation, Innovation Excellence, Innovation Deployment Value Creation, Productivity, Operational Excellence, Continuous Improvement, Process Excellence, OpEx, Process Engineering, Strategy ExecutionChange Management, Customer Experience, Lean Enterprise, Capability Excellence, Process Optimization & Process Management.
  •  VPs of Global Operational ExcellenceGlobal Continuous Improvement, Process Analysis, Enterprise Risk Management, Global Production & Logistics, Lean & Six Sigma, Operational Excellence & Productivity, Business Process Management.
  •  Business Process Management Champions, BPM Project Leaders. 
  • Lean Six Sigma Deployment Leaders / Champions / Lean Six Sigma Master Black Belts
  •  Directors of Operations, Process Re-Engineering, Productivity, BPM, Lean Six Sigma, Continuous Improvement, Business Reengineering, Performance Excellence, Operational Excellence, Process Analysis, Manufacturing

 

Course Leader 

José Pires serves as the Global Vice President and Director of Business Excellence (BEx®) for Black & Veatch where he leads program development, strategy execution and value-creating business innovations for the company, business partners and clients in diverse industries worldwide. 

Prior to his current role, Pires held business excellence and innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), and food (Nestlé) industries. Throughout his career, Pires developed and refined BEx® as an integrated program for innovation, leadership development and value creation globally.

Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, business transformation 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.

 

Attendees at this workshop will receive a 25% discount on registration for passes to the Business Transformation & Operational Excellence World Summit with the code: BV25


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
    Vice President and Director, Business Excellence

DAY 1 | Pre-Summit Workshops & Keynotes | 21st March 2017

Palm Level Foyer | Morning Registration, Breakfast & Networking

Break into Workshops

Foxtail | Workshop A | Business Transformation Summit

End to End Approach to Process Excellence

Travelers | Workshop B | Innovation Summit

Innovation, the Art of Being Wrong

The word ‘failure’ is littered with negative connotations. Elon Musk financed three failed Space X rocket launches. Edison designed over 2,000 light bulbs that did not work. The Wright brothers crashed dozens of planes and gliders before one took off. Dupont discovered Teflon through failed experiments and Columbus discovered the Americas through failed circumnavigation.

Some failed small, and learned. And some failed big, but survived and thrived.

Organizations must embrace failure to accelerate innovation. Through mental framing, learn to create freedom from the fear of failure using adaptive analytical perspectives that encourage ideas and discovery. Keep your organization innovative and successful by creating a culture of passion, drive and ambition in the midst of failure. 

Key Takeaways

  1. There are good and bad failures
  2. Identify success in failures
  3. Succeed by implementing a disciplined failure cycle
  4. Break free from analysis paralysis created by fear
  5. Change your perception of failure using mental framing
  6. Use a blank slate approach to accelerate innovation

  • Stefana Saxton
    Business Excellence & Innovation Leader

Queen | Workshop C | Customer Experience Excellence Summit

Using Operational Excellence to create an Excellence Customer Experience

Workshop D | Strategy Execution Summit

Sabal | 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

Palm Level Foyer | Morning Coffee Break & Networking

Break into Workshops

Foxtail | Workshop E | Culture Transformation Summit

Leadership Agility and Culture Change through Music

Complex and uncertain times require a new way to leverage your organization’s leadership and team effectiveness. 

Music holds many secrets for how to orchestrate excellence across your organization to catalyze culture change and innovation. 

  • Discover specific leadership lessons embedded in classical, world, and jazz music to make you a more effective and flexible leader depending on the situation at the enterprise, team or individual levels 
  • Leave with new ideas, frameworks, and tools for becoming more agile and creative in navigating organizational complexity, ambiguity, and dissonance
  • Learn how to diagnose and shift the mood of your team from resentment or resignation to curiosity and passion
  • Get inspired on ways to leverage the power of play for team building, onboarding, leadership development, M&A’s and culture change initiatives
  • Connect and bond with other creative senior-level leaders through an innovative participatory learning experience that will leave you feeling more connected to them throughout the conference

Travelers | Workshop F | Operational Excellence Summit

The Dis-Continuous Improvement Journey

Why do so many companies, commit to a career-long, Continuous Improvement (CI) journey only to go into the side ditch in less than 5 years? Why are only 2-3% of companies that start the journey sustaining it after 10 years?

This workshop will discuss common symptoms and causes of failure to maintain Continuous Improvement, namely:

  • The Board of Directors does not ensure the process is sustained through changes in CEOs.
  • C-suite leaders under-communicating the vision, the strategy and "the whys" for the necessary changes due to lack of expertise.
  • Senior leaders fail to change their own thinking and behaviors and set the example for the expectations they have for everyone else.
  • Senior leaders delegate CI accountability to lower levels without follow up and holding them accountable.
  • Organization changes within operations cause loss of focus and often the abandonment of the existing CI process.
  • Operations leaders lack a comprehensive audit process for guiding the improvement processes and sustaining the gains.
  • Operations leaders fail to create the soft infrastructure.
  • Plant Managers are not hands on enough to lead their facility to excellence.

This workshop is perfect for leaders from the CEO and Corporate leadership team, VPs and Directors of Operations and Plant Managers.

  • Larry Fast
    Founder & President, Pathways to Manufacturing Excellence LLC

Queen | Workshop G | Leadership Summit

Five Inhibitors to Transformation

Sabal | Workshop H | Process Optimization Summit

Global Best Practices on Leading Innovation and Change

This presentation will include a hands on simulation to illustrate the "shift" in thinking that leaders must understand to lead truly effective, innovative, sustainable culture change. The simulation provides a platform for participants to experience, discuss and apply to lessons from the session. In fact, the simulation has been called "genius" by top executives from some of the world's leading organizations, including Fortune 100 companies and the U.S. Military. It is also engaging and fun. 

The key takeaways from the session are: 

  • Principles of Lean Sigma – What is it and what is it NOT!
  • DMAIC – A Methodology for Leading Change
  • Shifting Paradigms – A New Way of Seeing, Thinking and Behaving
  • The Voice of the Market - Value and Non-Value Added Work
  • Kaizen in Any Setting – Including the Office!
  • Common Mistakes Executives and Business Leaders Make

  • John Murphy
    Founder & CEO

Palm Ballroom | Lunch & Networking

Break into Workshops

Foxtail | Workshop I | Culture Transformation Summit

Creating an Operational Excellence Culture

Most Continuous Improvement (CI) programs are launched to address business needs in the areas of cost savings, process improvement, increased throughput/efficiencies, and improved customer satisfaction. More recently, elements of business transformation and aligning strategy and process transformation have been growing in importance. Along the way, methodologies-tools-techniques of Lean  and Six Sigma have evolved into broader approaches embedded in Process Excellence and Operational Excellence (OpEx).

This workshop will focus on how after the decision to launch a CI effort, what are the key elements to sustain and embed an OpEx Culture:

  • OpEx Deployment as a multi-year journey
  • Setting a Vision linked to other business strategies
  • Laying a Foundation and Awareness
  • Program design, ambition & strategy for success
  • Driving Execution Excellence
  • Embedding OpEx as a Cultural Transformation
  • Accelerate successes and change
  • Formalize network driven functional programs and best practice adoption
  • OpEx as “The Way We Work” … Benchmark Organizational Strategy. 
 

  • Rick Hepp
    Executive Director, Operational Excellence

Travelers | Workshop J | Culture Transformation Summit

What happens when your Business Transformation meets the Road Block of culture?

We have all been there… We’ve developed our project plan or log frame – we’ve sought key stakeholder input and we have started implementation; but somehow we are not getting the co-operation we need to make things happen.

You ask did I not engage people sufficiently?

Did I fail to adequately outline – What’s In it for Them? Is the project too ambitious?

  • Recognise when theory/Best Practice is not working and the need to be flexible and re-adjust your strategy/plan to fit the context (‘Best fit’)
  • Find the Champions that will work with you to drive things forward (you only need a core nucleus); What’s the Carrot for them to take the risk and defy the status quo?
  • Understand the cultural context and work around it – e.g. know when, where and with whom to test ideas or launch a strategy etc.
  • Create centres of excellence 
 

  • Felicia Linch
    Owner & Managing Director

Queen | Workshop K | Agility Summit

How to become more Agile and adaptable to rapidly changing market conditions

Sabal | Workshop L | Business Transformation Summit

LEAN or OpEx Sustainability?

Palm Level Foyer | Afternoon Coffee & Networking

Break into Workshops

Foxtail | Workshop M | Strategy Execution Summit

Strategy Execution in a Digital World

A recent research study shows that only 13% of organizations reach their yearly strategic goals. Static business models do not keep pace with today’s dynamic change and digitalization. Organizations need to execute their strategy systematically and deal proactively with the opportunities and threats of digitalization. In effect, they must know how and when to modify or enhance their business processes, which processes are best candidates for intervention, and how to move rapidly from strategy to execution.

Participants of the workshop will get an overview of the value-driven ‘BPM-Discipline’, the enabling “process of process management” as well as selected approaches to establish and apply this discipline of strategy execution. It includes case studies, lessons learned and newest academic findings.

  • Dr. Mathias Kirchmer
    Managing Director & Co CEO

Travelers | Workshop N | Operational Excellence Summit

Lean Healthcare: Identifying and implementing the right operational excellence tools that fit within your organization

In this workshop, learn from Donna the key principles necessary to implement the right operational excellence tools that fit within your organization:

  • Excellence begins with a foundation
  • Project Fatigue – the law of the instrument – over-reliance on familiar tools
  • One size does not fit all – different levels of training
  • Process improvement decision matrix – hybridization
  • Changing behaviour and culture
  • Removing waste and flow
  • Reducing variation and accuracy 

  • Donna Powers
    Lean Six Sigma Specialist

Queen | Workshop O | Agility Summit

Building the Fit Organization

The corporate landscape is full of companies that have failed in their pursuit of the ‘Toyota Way.’ 

Trying to be like Toyota is a mistake. A “fit” organization has the ability to continually improve in a manner that delivers superior performance and results over the long haul. 

This workshop, based on the Shingo Research Award-winning book, "Building the Fit Organization," distills the lessons from the Toyota Production System into six core concepts, in the easily understandable language of physical fitness and athletic excellence—no Japanese, no English jargon, and no references to Toyota. Give your team the knowledge to be faster, more competitive, and better able to win in your market.

  • Dan Markovitz
    Founder/President of Markovitz Consulting, Author

Sabal | Workshop P | Culture Transformation Summit

Sustaining & Embedding an Operational Excellence Culture

Keynote: Bill Owad

Queen | Keynote | General Session

Ensuring that the Executive Board is Bought in to Sustain a Successful OpEx Program

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

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

  • Bill Owad
    Sr. Vice President, Operational Excellence

Lady Palm Lawn | Gala Reception on Lady Palm Lawn by the Lake: Mingle with Industry Friends

DAY 2 | Main Summit | 22nd March 2017

Exhibitor Hall | Registration, Breakfast & Networking.

Grand Ballroom | BTOES17 Opening Remarks

Grand Ballroom | Chairperson's Welcome & Introduction to Keynote

Grand Ballroom | Keynote: Omar Hatamleh

Keynote | General Session

Transforming the Culture to be More Innovative: A Roadmap for the Future

NASA is concentrating on creating an open innovation culture looking for continuous improvement and creative solutions. In this session Omar will discuss:

  • Created a strategy for 20 years balancing the short and long-term
  • The gaps that they are creating to solve now and in the future
  • Transforming the culture to an innovative one and receiving cross-industry support

  • Omar Hatamleh
    Chief Innovation Officer, Engineering

Grand Ballroom | Keynote: Bose Corporation

Keynote Session | General Session

Engaging Leadership in the Bose Lean IT journey

Jeff & David will describe how they engaged with IT leadership at Bose—who were initially reluctant—to inspire them to begin and then sustain a culture of continuous improvement. Hear from Jeff & David on:

  • Engaging with leadership and engineering the “ask” – how to get leaders to move from no to yes
  • Laying out the roadmap – making sure leadership knows how to get started
  • Creating a culture, not a program – going slow to go fast
  • Focus areas to create a strong foundation – critical success factors
  • Roadblocks and speedbumps – when the journey doesn’t go as planned
  • Where are we now, where are we going? – the value of persistence

 

  • Jeff Hastie
    Global Director, Lean Enterprise
  • Dave Margil
    Lean Enterprise Leader, Corporate Information Services

Exhibitor Hall | Coffee Break & Networking

BTOES Insights Booth | Book Signing | General Session

Book Signing with Mathias Kirchmer, BPM-D

  • Dr. Mathias Kirchmer
    Managing Director & Co CEO

Exhibitor Hall | Technology Test Drive

DEMO | General Session

Technology Test Drive

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

Grand Ballroom | Keynote: Jamie Bonini

Keynote | General Session

Top Management's Key Role for Toyota Production System Success

TSSC's Vice President Jamie Bonini will discuss Toyota’s process for developing and implementing TPS collaboratively with organizations outside Toyota.  In addition, he will share the essential role that top management plays to help implement and drive sustainable TPS results.  Jamie will highlight four key, challenging roles for very top management:

  • Show strong visible commitment
  • Learn TPS correctly in detail
  • Build an environment that will surface problems
  • Frequently going to see the shop floor in detail

  • Jamie Bonini
    Vice President, TSSC

Grand Ballroom | Keynote: Sayeed Sanaullah

Keynote | General Session

Digital Strategy: Take your business to the next level

Creating digital success often requires deeper interactions with the customers, more customized and personalized offerings and interactions, data driven decision making, and organizational models and processes that are proactive to changes in a company’s environment (internal and external). In this keynote hear from Sayeed on how to:

  • Leverage digital strategy to better serve customers and create/add business value
  • Grow revenue and increase profit while managing the risks involved
  • Create a transformative vision to achieve digital success and measure digital transformation outcomes

  • Sayeed Sanaullah
    First Vice President, Strategy & Analytics

Grand Ballroom | Panel Session with Keynote Speakers

Panel Session | General Session

Panel Session with Keynote Speakers

  • Jeff Hastie
    Global Director, Lean Enterprise
  • Dave Margil
    Lean Enterprise Leader, Corporate Information Services
  • Omar Hatamleh
    Chief Innovation Officer, Engineering
  • Sayeed Sanaullah
    First Vice President, Strategy & Analytics
  • Jamie Bonini
    Vice President, TSSC

Pam Ballroom | Sit Down Full Service Plated Lunch & Networking. Meet the Speaker at your Lunch Table.

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK A | Customer Experience Excellence Summit

Operational Excellence Focusing on Transforming the Customer Experience

Sanofi focus their efforts on all aspects of the customer to provide an excellent customer experience. They have a multitude of initiatives across all end to end processes. Bernard will discuss how they are creating value by servicing their clients and internal customers by: 

  • Mapping the end to end process from a customer point of view by identifying all of the touch points, taking a holistic view of CX
  • Streamlining processes and removing multiple touch points for customer ease
  • Realigning and prioritize those processes that create unique value for customers
  • Continuously updating the customer experience that quickly adapts to the market needs

  • Bernard Borowski
    Vice President, Deputy Head of Global Process Excellence & Lean

Queen | TRACK B | Strategy Execution Summit

How to use OpEx as a Competitive Advantage

Guardian Life has been undertaking large scale operational excellence transformational activities in customer service improvement and evaluating partnerships to drive more business. In this session hear how they are:

  • Creating a sales excellence team: streamlining the sales process for internal/external clients
  • Improve customer through a high-level operational excellence program 
  • Driving a culture of continuous improvement organically throughout the business
  • Problem solving, tracking benefits and following up on projects implemented
  • Using OpEx to grow the business with M&A and partner evaluation

  • Pranay Butala
    Associate Vice President, Continuous Improvement and Consulting

Sabal | TRACK C | Innovation Summit

Integrating Lean and Agile to Transform New Product Development

Alex’s team is transforming the way new products are developed and brought to market at Intel.  Hear how Intel has:

  • Driven a lean and agile product development transformation over the past 10 years
  • Designed a synchronized, cadence-based system for new product development at scale
  • Integrated leadership, execution, standardization, and problem solving to engage everyone in the organization

 

  • Alex Jones
    Lean Transformation Leader

Foxtail | TRACK D | Business Transformation Summit

A Holistic Approach to Business Transformation: Where to Start, what to Pilot, & When to Scale Up
  • Designing, planning and managing an end to end business transformation with innovation & the customer at the forefront
  • Break down silos and increase collaboration and transparency across both functions and organization layers
  • Mapping out processes and eliminating inefficiencies to increase productivity through continuous improvement
  • Creating a lean enterprise with design thinking, innovation and operational excellence

  • Sisir Padhy
    VP Process Excellence & innovation

Travelers | TRACK E | Operational Excellence Summit

Taking your Operational Excellence Program to the Next Level
  • How to create a true assessment of your capabilities and gap analysis for the next level 
  • Understanding where you currently are, identify the holes and plan for the future with management buy-in
  • Training the future operational excellence leaders - what to look for? 

  • Angel Garcia
    Global Continuous Improvement Leader

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Sabal | TRACK C | Innovation Summit

An Innovation Framework for Accelerating Organic Growth

Since early 2014, Maria partners with ITW business innovation leadership in a Senior Director role to accelerate organic growth with a global innovation process framework. In this talk, she will explain how she:

  • Coaches employees on innovation through operational excellence
  • Improves business stage gate processes through harmonization with the Innovation Framework
  • Facilitates innovation workshops including: customer interviewing, value proposition derivation, go to market strategy & planning and structured brainstorming

  • Maria Thompson
    Global Innovation Framework Leader

Travelers | TRACK E | Operational Excellence Summit

Transforming your Global Business with a Robust Operational Excellence Program: Balancing the Need for Speed with the Risk of Failing

Srisu and Anil will share their experiences in developing a enterprise-wide approach to operations excellence at Ingram Micro and how that evolution and learnings can be applied to another business in KAR Auction Services. 

Specifically, you will hear them talk about:

  • How to get started with a operations excellence culture in a diverse global business
  • Approach taken in engaging and gaining buy-in from international businesses on operations excellence
  • Challenges and lessons learned along the way
  • How learnings can be applied to different business environments like KAR Auction Services

 

  • Srisu Subrahmanyam
    Senior Vice President, Business Transformation
  • Anil Nair
    Exec. Director, Global Lean, Safety and CSR

Foxtail | TRACK D | Business Transformation Summit

Creating A Business Transformation Team to Rapidly Respond to Market Changes

As with many industries, the Media & Entertainment industry is experiencing significant changes.  To lead the transformation of the media business, Turner is undergoing its own major strategic transformation with the support of its internal consulting group, Business Improvement.  Chris and Marsha will share how Business Improvement has evolved to lead strategic transformation initiatives, including:

  • Business process design
  • Process re-engineering and technology enablement
  • Acquisition integration
  • Organizational design

  • Chris Carpenter
    Vice President of Business Improvement
  • Marsha Maldonado
    Senior Business Improvement Lead

Queen | TRACK B | Strategy Execution Summit

Linking your Business' Core Processes and Process Architecture with Strategy

Prior to her current position, Sandy built the process infrastructure that incorporated a process architecture map as the VP of Process Transformation at Park National Bank. In this talk she will address how to:

  • Tie process improvement project prioritization with the core processes and strategic plan
  • Improve processes by documenting and creating process and procedure change control for execution
  • Expand lean six sigma projects with process infrastructure
  • Govern a process council made up of leaders to build a process improvement network 

  • Dr. Sandy Furterer
    Associate Professor, Department of Engineering Management, Systems & Technology

Grand Ballroom | TRACK A | Customer Experience Excellence Summit

Increasing Customer Satisfaction by Mapping the Customer Journey to Delivering Superior Service
Coca-Cola is introducing customer journey mapping within their Lean Six Sigma program to address areas where customer satisfaction scores look positive, but complaints from the business were still being raised. You'll hear from Ted how they:
  • Incorporated customer centric design within their lean six sigma program
  • Ran workshops on mapping the customer journey to identify what it looks and feels like from the customers perspective
  • Delivered a 20% improvement in customer satisfaction scores
  • Began looking at processes as customer events versus explicit process steps.

  • Ted Revilock
    Director of Operational Excellence for Global Shared Services

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Queen | TRACK B | Strategy Execution Summit

Empowering your Employees to Select their Own Improvement Projects that are Aligned with Strategy

OC Tanner, winner of the Shingo prize has successfully embedded CI within their culture. All of their employees are focused on improving their work and choose the projects that will yield the most result that is aligned with their strategy.  In this session hear how they:

  • Connect and successfully engage their employees with strategy
  • Set the corporate strategy, cascades this down to employees and get employee buy-in
  • Establish a true north for the team that enables employees to select the right projects 
  • Adopted the Shingo model early on that focuses on process and seeks perfection

  • Gary Peterson
    Executive Vice President, Supply Chain & Production

Sabal | TRACK C | Innovation Summit

Lean Driven Innovation: Leading an End to End Business Transformation 

Lean Thinking in the innovation creation processes may not be as popular as it is in manufacturing but when done right, it has a very large impact on speed, delivery, quality and the success of projects. In this talk, you'll hear Goodyear's experience in learning how to do this successfully and:

  • Applying lean thinking to innovation allocation of product development
  • Utlisling different key lean principles and important tools in their transformation journey
  • Their results and lessons learned

  • Norbert Majerus
    Lean Champion, Book Author and Shingo Prize Winner

Grand Ballroom | TRACK A | Customer Experience Excellence Summit

Utilizing Voice of the Customer with Operational Excellence to Deliver Superior Customer Service

Kaiser Permanente is transforming the organization to become more nimble in order to provide an excellent customer service. In this presentation you will hear how they are:

 

  • Gathering feedback and customer needs for today and in the future: a human center design
  • Putting a process in place to make rapid improvement to enhance customer experience
  • Using data with stories and stories with data
  • Empowering the leadership team and training employees to be more customer focused that creates an improvement culture

  • Dennis Deas
    Managing Director, Enterprise Performance Improvement
  • David K. Robinson
    Director, Organization Excellence

Travelers | TRACK E | Operational Excellence Summit

Support Top Line Growth with Operational Excellence 

LEGO is in a phenomenal growth curve with a goal of having 300 million children learning with LEGO products by 2032, up from 100 million children currently having LEGO products. In this session you will hear how they are focusing on:

  • The global capability and current employees to achieve this ambitious growth without overstaffing
  • Consolidating 3 locations with their back office capability, creating a shared services team that will scale with the business
  • Engaging the culture to change while taking the business on a growth and innovative journey 

  • Peter Evans
    Director of LCI

Exhibitor Hall | Coffee Break & Networking

BTOES Insights Boot | Book Signing | General Session

Book Signing with Kevin Duggan, Institute for Operational Excellence

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

Palm Ballroom | Roundtables

Roundtables | General Session

Roundtables

Roundtables: In this highly interactive session, participants have the opportunity to hear a 5-minute case study from the speakers and then take 15 minutes to get other perspectives from other participants. After 20 minutes is up, a bell is rung and you’ll have the opportunity to attend another roundtable.

 

  • RTD1 - Transforming the Culture: Create a Lean and Continuous Improvement Culture in your Existing Business - Daymond Cox Global Operations Excellence Leader, Integrated Supply Chain Ingersoll Rand     
  • RTD2 - Transforming & Improving Sales with Operational Excellence & Strategic Planning - Ezra Eckhardt CEO MedDevices 
  • RTD3 - Designing and Preparing for the Business Future with People, Process & Technology - Jean Lu Principal Vanguard      
  • RTD4 - Leaning Out of Six Sigma - Nick Ruhmann Director of Operational Excellence AON
  • RTD5 - Embedding and Sustaining Change Management to Successfully Achieve the Strategy - Leslie Dowling Vice President Planning, Architecture, and Strategic Change Management USAA                 
  • RTD6 - Achieving Enterprise Excellence by 2020: Linking Key Behavior Indicators and Key Performance Indicators to Deliver Ideal Business Results - Rick Hepp Executive Director, Operational Excellence Global Manufacturing & Supply Bristol-Myers Squibb
  • RTD7 - The Importance of Utilizing Corporate Finance to Successfully Transform your Business - David Feierstein Global Head of Transformation Office NCR Corporation       
  • RTD8 - Executive Sponsorship: Creating an Operational Excellence System that Meets all Stakeholder Requirements - Matthew Morgan Head of Process Excellence         Bridgewater Associates               
  • RTD9 - Reengineering Business Operations to Become More Efficient with Automation - Joel Rapowitz Senior Director, Operations Citi Retail Services
  • RTD10 - Engaging Leadership in the Bose Lean IT journey - Jeff Hastie Global Director, Lean Enterprise Bose Corporation               
  • RTD11 - Transforming your Global Business with a Robust Operational Excellence Program: Balancing the Need for Speed with the Risk of Failing - Srisu Subrahmanyam Senior Vice President, Business Transformation Ingram Micro 
  • RTD12 - Transforming the Culture to be More Innovative: A Roadmap for the Future - Omar Hatamleh Chief Innovation Officer, Engineering NASA    
  • RTD13 - Increasing Customer Satisfaction by Mapping the Customer Journey to Delivering Superior Service - Theodore Revilock Director of Operational Excellence Coca-Cola  
  • RTD14 - “How to sink a business excellence project; proven methodologies to ensure your failure” - Ricardo Estok Enterprise Principle Leader, Global Manufacturing Operations & Council Johnson Controls     
  • RTD15 - Need for Speed: Building a Global Culture of Innovation - Jose Pires VP & Director, Business Excellence Black & Veatch Corporation     
  • RTD16 - Maintaining Agility & Flexibility as you Drive Operational Excellence - Priya Anant Global Head of Vendor Operations, Trust & Safety  Google 
  • RTD17 - Strategy Execution in a Digital World – Mathias Kirchmer CEO, BPM-D  

  • Bradley Casemore
    CEO
  • Hillary Wilson
    Director - Program Management
  • Jason Morwick
    Director of Business Improvement and Quality
  • Joel Rapowitz
    Senior Director
  • Jean Lu
    Principal
  • Matthew Morgan
    Head of Process Excellence
  • Jeff Hastie
    Global Director, Lean Enterprise
  • Srisu Subrahmanyam
    Senior Vice President, Business Transformation
  • Omar Hatamleh
    Chief Innovation Officer, Engineering
  • Ted Revilock
    Director of Operational Excellence for Global Shared Services
  • Jack Reismiller
    EVP Quality & Continuous Improvement - Global Process Excellence
  • Ricardo Estok
    Enterprise Principle Leader, Global Manufacturing Operations & Council
  • José Pires
    Vice President and Director, Business Excellence
  • Priya Anant
    Director, Global Vendor Operations, Trust & Safety
  • Bob Abel
    Senior Director, Global Process and Capability Excellence

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Queen | TRACK B | Strategy Execution Summit

Strategy Deployment: Managing, Fostering & Creating Value throughout the Organisation

US Synthetics has successfully embedded CI in their organization for years now. In this session, hear how they are executing their strategy and making their values come to life every day by having the entire business focus on continuous improvement.  Eric will discuss how they:

 

  • Defined their purpose and aligned people to what matters most, value deployment. 
  • Empower their employees to understand and create value for all stakeholders
  • Generate 70 ideas each year from front line staff on ways to create value for the business

  • Eric Pope
    Vice President Operations

Grand Ballroom | TRACK A | Customer Experience Excellence Summit

Driving Growth through Customer Focus and Data-Driven Decision-Making

In this unique presentation you will hear from Jane how the combination of comprehensive voice of the customer and customer analytics programs helps drive growth.  She will discuss how they created this by:

  • Understanding their customers through an integrated research program ranging from speaking with them to surveys and competitive analysis
  • Investing in a new, user-friendly CRM platform and analytics program created an integrated enterprise view of the customer that facilitated better decision-making
  • Evaluating the customers pain points, segmenting specific customer groups and ensuring that they provide value 

 

  • Jane Stackpole
    Head of Strategy and Planning, Clearing & Custody Solutions

Sabal | TRACK C | Innovation Summit

Need for Speed: Building a Global Culture of Innovation

This high powered session will have teams attempting to “make the impossible, possible” and learning how to make innovation accessible to all in the organization.

  • What is Business Excellence innovation and how to keep global leaders engaged after 1, 5 or 10+ years
  • What are the traits of great business innovators
  • How to effectively crowdsource innovation to create value
  • Examples of Business Excellence innovations in Critical Human Infrastructure projects

  • José Pires
    Vice President and Director, Business Excellence

Foxtail | TRACK D | Business Transformation Summit

The Importance of Utilizing Corporate Finance to Successfully Transform your Business

NCR is undergoing a complete business transformation utilizing operational excellence disciplines to achieve zero based budgeting, increase transparency and visibility in order to hold everyone accountable within the business. As the first tech company to publicly declare an implementation of zero-based budgeting, NCR is on a mission to prove its broad applicability, not just as an austerity measure, but as an enabler of innovation with aspirations of becoming the leader in end-to-end omni-channel solutions software. In this session, David will discuss:

  • How finance and measurement is central to leading change if sponsored and empowered appropriately
  • How key controls with enhanced visibility and systems can drive financial change when coupled with organizational will and transparent incentives
  •  How to approach the definitions for every cost in the business and new considerations for your spend guidelines for enhanced measurement, visibility and efficiency
  • Creation of an enterprise-wide ownership structure that drives financial accountability across the business
  • New tools for tracking and budgeting for broad-based data accessibility and transparency that can serve as a platform for other enhancements

  • David Feierstein
    Global Head of Business Transformation Office and Zero Based Budgeting

Travelers | TRACK E | Operational Excellence Summit

“How to sink a business excellence project; proven methodologies to ensure your failure”

In this engaging presentation, learn the “what, when & how not to do’s” to maximize the intent of transformations. Ricardo will explain the ‘culture trap’, expose the 7-Habits for failure and discuss why, even though research show that overall transformations fail, companies continue to learn in a hard and costly way. Key takeaways include: 

  • What not to do as you pursue your transformation
  • The difference between project - implementation and transformation
  • The 7 habits that cause a transformation not to be sustainable

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

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK A | Customer Experience Excellence Summit

Improving Operational Throughput to Provide an Excellent Patient Experience
  • To address recent healthcare requirements, a big focus now is on patient experience and how they perceive the interaction with the hospital. In this presentation Chuck will discuss how they are:
  • Addressing patient experience to ensure that patients not only receive the best care but are satisfied with the care
  • Evaluating the end to end patient and providing care process 
  • How operational excellence helps the future patient experience

  • Chuck DeBusk
    Vice President; Performance & Process Improvement

Queen | TRACK B | Strategy Execution Summit

Capturing Growth in the Age of Complexity

Capturing growth in the Age of Complexity requires new mindsets and new capabilities to cut through this paradox.  Companies need an “Explorer’s Mindset” to develop bold strategies that provide the opportunity for market leadership and differentiation.  At the same time, companies need to tune up or even develop new capabilities for strategy execution to adapt to very different market conditions and to cut through the existing complexity in the business. 

Key takeaways              

  • Why we are living in the “Age of Complexity”
  • The Growth Paradox
  • How complexity can undermine your strategy and strategy execution
  • The Sirens of Growth
  • What it means to have the explorer’s mindset and the navigator’s skillset
  • Charting a Course for Growth

 

Sabal | TRACK C | Innovation Summit

Leaning Out of Six Sigma

Lean & Six Sigma: What’s the difference? In this session, learn how basic lean can be a portal into lean six sigma, BUT Lean Six Sigma can be a portal into a “real lean” culture that:

  • Doesn’t need or rely on “belts”
  • Makes Operational Excellence just “what we do” rather than a department or program
  • Provides the highest employee engagement
  • Drives growth and bottom line results

Foxtail | TRACK D | Business Transformation Summit

Transforming & Improving Sales with Operational Excellence & Strategic Planning
  • Case study in the transformation of a small, but well performing business
  • Putting together a business plan that increases profitability by 50% and targets 5x revenue revenue
  • Improving technical sales through competitive analysis, contract management, and improving relationships with basic continuous improvement tools 
  • Aligning the sales force with customers and their needs in the market
  • Aligning financial and operational performance to weekly and monthly performance drivers
  • Creating a rhythm of the business for the management team to reinforce unity of effort

  • Ezra Eckhardt
    COO

Travelers | TRACK E | Operational Excellence Summit

Progressing from Lean Tools to Operational Excellence and Business Growth

In this session, Kevin will explain how continuous improvement efforts can evolve into achieving Operational Excellence and real business results by designing operations to run autonomously, freeing up management’s time to grow the business.

This session will highlight the principles of Operational Excellence and how they are used to design flow in the most complex environments, including the office and manufacturing operations with high product mixes and varying demand. Kevin will share case studies of global firms who have used this strategy to achieve top-line growth, larger market share and increased time for innovation, so attendees can leave armed with practical guidance on how to design their own world-class operations.

  • Kevin Duggan
    Shingo Award-Winning Author, Founder

30-minute Panel Session in each track session

Panel Session | Customer Experience Excellence Summit

30 Minute Panel Session with Track Speakers & Industry Experts
All Speakers will join a 30-Minute Panel, Joined by the Customer Experience Excellence Track Moderator.

  • Chuck DeBusk
    Vice President; Performance & Process Improvement
  • Ted Revilock
    Director of Operational Excellence for Global Shared Services
  • David K. Robinson
    Director, Organization Excellence
  • Jane Stackpole
    Head of Strategy and Planning, Clearing & Custody Solutions
  • Bernard Borowski
    Vice President, Deputy Head of Global Process Excellence & Lean

Panel Session | Strategy Execution Summit

30 Minute Panel Session with Track Speakers & Industry Experts
All Speakers will join a 30-Minute Panel, Joined by the Strategy Execution Track Moderator.

  • Pranay Butala
    Associate Vice President, Continuous Improvement and Consulting
  • Dr. Sandy Furterer
    Associate Professor, Department of Engineering Management, Systems & Technology
  • Gary Peterson
    Executive Vice President, Supply Chain & Production
  • Eric Pope
    Vice President Operations
  • Stephen Wilson
    Managing Partner
  • Bryan Crowell
    Assistant VP of Continuous Improvement

Panel Session | Innovation Summit

30 Minute Panel Session with Track Speakers & Industry Experts
All Speakers will join a 30-Minute Panel, Joined by the Innovation Track Moderator.

  • Alex Jones
    Lean Transformation Leader
  • Maria Thompson
    Global Innovation Framework Leader
  • Norbert Majerus
    Lean Champion, Book Author and Shingo Prize Winner
  • José Pires
    Vice President and Director, Business Excellence
  • Nick Ruhmann
    Director of Operational Excellence

Panel Session | Business Transformation Summit

30 Minute Panel Session with Track Speakers & Industry Experts
All Speakers will join a 30-Minute Panel, Joined by the Business Transformation Track Moderator.

  • Sisir Padhy
    VP Process Excellence & innovation
  • Marsha Maldonado
    Senior Business Improvement Lead
  • Chris Carpenter
    Vice President of Business Improvement
  • David Feierstein
    Global Head of Business Transformation Office and Zero Based Budgeting
  • Ezra Eckhardt
    COO

Panel Session | Operational Excellence Summit

30 Minute Panel Session with Track Speakers & Industry Experts
All Speakers will join a 30-Minute Panel, Joined by the Operational Excellence Track Moderator.

  • Rick Hepp
    Executive Director, Operational Excellence
  • Angel Garcia
    Global Continuous Improvement Leader
  • Anil Nair
    Exec. Director, Global Lean, Safety and CSR
  • Srisu Subrahmanyam
    Senior Vice President, Business Transformation
  • Peter Evans
    Director of LCI
  • Ricardo Estok
    Enterprise Principle Leader, Global Manufacturing Operations & Council
  • Kevin Duggan
    Shingo Award-Winning Author, Founder

Grand Ballroom | Awards Rehearsal

Palm Ballroom | VIP Pre-Reception Party – Advisory Board, Speakers & Guests.

Grand Ballroom | Business Transformation & Operational Excellence Awards Ceremony

Grand Ballroom | Gala Awards Reception & Program

DAY 3 | Main Summit | 23rd March 2017

Fun Run

Exhibit Area | Breakfast & Networking

Grand Ballroom | Chairperson's Recap From Previous Day And The Key Takeaways From Each Session

Grand Ballroom | Keynote: Priya Anant

Keynote | General Session

Maintaining Agility & Flexibility as you Drive Operational Excellence

Google is in a high-growth mode with innovation and agility at the forefront of the organization. In this session hear how Priya is getting her organization to think differently about operational excellence and continuous improvement. She will discuss how they are: 

  • Prioritizing continuous improvement projects to focus on the 20% that will make an 80% impact 
  • Partnering cross functionally to balance continuous improvement with innovation
  • Introducing operational excellence tools, methodologies and disciplines to the organization for the first time

 

  • Priya Anant
    Director, Global Vendor Operations, Trust & Safety

Grand Ballroom | Awards Winners Panel Showcase

Panel Session | General Session

Awards Winners Panel Showcase

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

Exhibit Area | Break & Meet the Panel

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK F | Culture Transformation Summit

Transforming the Culture: Create a Lean and Continuous Improvement Culture in your Existing Business

Culture and successfully planning is critical to any business. Daymond will talk about getting the existing business to focus on the basics and: 

  • Enabling your employees to have the right tools in order to achieve operational excellence
  • What makes people successful in their Lean and CI transformation
  • Developing the problem solving mindset by looking at end to end value streams, processes and integrating functions

  • Daymond Cox
    Engineering Excellence Coach, New Product Development

Palm Ballroom | TRACK B | Strategy Execution Summit

Executing Strategy through the Development of an Integrated Management System That Drives Cultural & Behavioural Change
  • How to translate, communicate and align goals throughout the organization that engages employees up and down the value chain?
  • Achieve sustainability of the continuous improvements that you make throughout the organization 
  • How to develop a management structure that visualizes abnormalities that calls for improvement.

  • Bryan Crowell
    Assistant VP of Continuous Improvement

TRACK H | Leadership Summit

Building a Management Operating System to Accelerate Your Business
  • Provide a framework to understand the hidden “Operating System” that controls the work of your company
  • Build a thought process to make the “Operating System” clear, so that it can be optimized to work for you, not just in pockets, but across the organization
    • Remove barriers to teamwork and project execution
    • Remove points of conflict and create areas of collaboration
    • Speed decision making and transparency
  • Create a framework for management to focus on strategic opportunity
  • Provide examples of Operating System transformations

  • Dr. Terence Banhart
    Head of Process and Cultural Excellence

travelers | TRACK E | Operational Excellence Summit

The evolution of Continuous Improvement and contribution of Visual Management at Kimberly-Clark Research & Engineering

Kimberly-Clark has been on a Continuous Improvement journey for nearly 10 years, both on the manufacturing floor and in staff offices.  Patrick Downey has been a part of that journey from the start, and shares key processes and illustrative stories about how their transformation has cut manufacturing waste in half, improved the processes by which they innovate, aligned objectives and deployed strategy across functions, and contributed millions to the bottom line year after year.

  • Making work and processes more visible – how CI and VM in R&E proved to be more challenging than in manufacturing
  • Changing collaboration culture – embedding VM with stand up meetings for cross functional teams, driving problem solving and process improvement
  • Accelerating innovation – applying rapid learning cycles with VM, resulting in enhanced documentation and knowledge sharing
  • Breaking down barriers to remote collaboration – how a digital solution enabled the active participation and adoption of VM for multi-site teams
  • Countering the threat to VM culture – how adopting a virtual VM approach solved the issue with space constraints in an open office environment

 

 

 

  • Patrick Downey
    Innovation Portfolio Manager

Foxtail | TRACK I | Agility Summit

Transforming from a Manufacturing to a Services Company, the Journey

Since 2013, Ricoh has undergone a massive business transformation in order to successfully compete. In this presentation you'll hear from Julio how he has designed the transition for Latin America and:

  • Created and successfully executed the strategy to become a services company
  • Planned and managed organizational change management empowering employees to identify opportunities for improvement
  • Assessed and addressed skill gaps and organizational capability 

  • Julio Urrutia
    Chief Process Officer, Latin America

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK F | Culture Transformation Summit

Driving Change from Crisis Through Transformation

Many organizations struggle through turbulent periods caused by internal or external factors. Selecting the best path forward during these challenging periods, and driving the right set of changes, can accelerate a transition to renewed performance. It can also set the foundation for sustainable success using the principles of operational excellence. Hear from a change agent at Computershare who successfully drove a strategic transition in operations, and introduced effective change by:

 

  • Utilizing a combined top down and bottom up approach to focus on needed changes
  • Leveraging existing organizational strengths and select tools of operational excellence
  • Winning the hearts and minds of people with successful and cumulative results
  • Providing the C-level with a roadmap, to view changes in waves

Gaining renewed confidence from clients with differentiated performance

  • Joseph Spadaford
    Chief Operations Strategy Officer

Travelers | TRACK E | Operational Excellence Summit

Predictive Modeling: Applying Operational Excellence Methodologies in Identifying Meaningful Data that Yields Results

As the principal investigator for technical projects that manages the data and analytics group at Christiana, Tze will discuss how he manages the priority and alignment of meaningful data projects in the healthcare system. In addition he will address:

 

  • Ensuring that your data is clean and understood: how to understand the data
  • How to create a predictive model that will help you get a head start on the competition
  • Applying quantitative operational excellence methodologies and simulation tools to your predictive model

  • Tze Chiam, PhD
    Associate Director, Research Informatics

Palm Ballroom | TRACK G | Process Optimization Summit

Gaining Process Automation Buy-in for Successful Implementation

Prior to process automation, the Lab at Rockford Health System had 7 different platforms and touchpoints for employees. Hear how Mamta and the team:

  • Demonstrated the benefit and ease with process automation 
  • Addressed patient concerns that were not being considered before automation
  • Brought 4 generations of employees together to secure buy-in

  • Mamta Patel
    Administrative Laboratory Director

Sabal | TRACK H | Leadership Summit

Lean Leadership: A Lean Organization Starts Here

Dalton started deploying a Lean management system in 2011 going through every part of the organization. Having engaged leadership from the very start by defining what it means to run a lean organization, he is continuing this journey to drive their actions. Hear how he has: 

  • Started with customer facing functions selling insurance and financial services products
  • Moved onto corporate functions and sustaining and embedding lean behaviors into management
  • Engaged the C-suite and secured their involvement for company-wide continuous improvement
  • Regularly taken Gemba walks with the CEO to show the organization that leadership is bought into the whole process
  • Deployed the 2nd phase of their journey looking at improving value streams to create purpose around the implementation

  • Dalton Li
    VP, Enterprise Lean Practices

Foxtail | TRACK I | Agility Summit

Executive Sponsorship: Creating an Operational Excellence System that Meets all Stakeholder Requirements

Gaining the buy-in and achieving executive sponsorship to implement operational excellence within the organization is paramount for the success of any program.  In this session, hear how Matt:

  • Understands all stakeholder requirements, objectives and business capability
  • Assesses the maturity level of the organization and conducts stakeholder analysis to identify all stakeholders
  • Communicates the benefits and builds results for the leadership team to understand the value through metrics and key performance indicators
  • Utilizes the results and wins to build momentum of the operational excellence program

  • Matthew Morgan
    Head of Process Excellence

Exhibit Area | Technology Test Drive

DEMO | General Session

Technology Test Drive

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

Palm Ballroom | Lunch Break & Networking; Announcement of Poster Board Winners

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK F | Culture Transformation Summit

From Worst to First—Changing Culture to Drive Performance

When U.S. Navy Commander Ernie Spence took over the Navy’s largest squadron, it was the worst performing squadron in the Navy.  The challenges were great.  The squadron was averaging 4.5 significant safety incidents per month, was 20% over maintenance budget, training requirements were over a year behind schedule, and most astonishingly, only 1 of the squadron’s 117 aircraft was deemed “safe to fly”.  With an intense focus on improving the organizational culture of the squadron, Ernie was able to turn the squadron around in less than 18 months—reducing safety incidents to less than 1 per quarter, increasing flight hours flown by 44%, restoring the squadron’s training program. Subsequently, the squadron was recognized as having the best maintenance program in U.S. Naval Aviation, all while coming in 21% under budget. 

  • The need to clearly defining culture before trying the change it
  • The characteristics of organizational cultures that lead to Operational Excellence
  • How to identify the cultural gaps that affect your organization’s safety, quality, reliability, and profitability
  • Actions you can take to drive cultural transformation in your organization
  • Understanding the impediments and challenges along the way
  • Lesson-learned from this and other such transformations

  • Ernie Spence
    Former Commander, US Navy, Manager

Sabal | TRACK H | Leadership Summit

How Cisco Turns Employees into Startup Entrepreneurs

Lessons learned on igniting an innovation disruption across all functions throughout an entire global company

 

  • A vision, strategy and playbook adapting best practices to instill an entrepreneurial mindset companywide 
  • Bringing the outside in and vice versa: Synergies adapted from experiences in building internal innovation programs and external innovation ecosystems
  • How to gain active participation and commitment for an innovation disruption from the C-Suite and functional leaders
  • Proven collaboration tools, communications practices, and essential resources needed to empower employees and measure success

  • Alex Goryachev
    Senior Director of Innovation Programs and Strategy

Foxtail | TRACK I | Agility Summit

The adoption of Visual Management (VM) as a key success factor for the Agility and Performance of global organizations

Visual Management (VM) has evolved to become the de facto standard for many organizations on their quest to engage teams in more effective collaboration. Zal will relay his experiences from the past 5 years of serving global organizations as they endeavour to accomplish this ongoing challenge. Come and share his knowledge on topics including :

  • Market trends reflecting a growing appetite for VM, not just for Lean, but beyond…
  • A paradox and a reality : ‘Digital’ as a key factor for the future of human-centric VM
  • Return on experience of organizations deploying Global (Digital) VM : the good, the bad and the ugly

  • Zal Pezhman
    Vice President & General Manager

Travelers | TRACK E | Operational Excellence Summit

Let your Data Tell the Story – Harnessing Big Data Analytics for Business Transformation

Your CRM and ERP systems are continuously leaving behind traces of data. Like buried treasure, this data often sits untouched, but it holds the secret to understanding how your business processes actually operate and where they can improve. With Process Intelligence, you can take that data and - in just a few weeks - identify and quantify bottlenecks, unnecessary costs or potentially damaging risk. Remove the guesswork from process analysis and let your data tell the real story of your transformation. Join this session to hear:

  • An introduction to Process Intelligence
  • How process analysis has evolved thanks to real-time analytics
  • The differences between various process analysis techniques
  • The 4 keys in launching a Process Intelligence initiative
  • How major organizations are using Process Intelligence to transform their businesses

  • David Gaudin
    SVP North America Sales

Palm Ballroom | TRACK G | Process Optimization Summit

Succeeding in Digital Transformation: Success Story with Mentis Neuro Health

Mentis Neuro Health is an awards finalist for Best Digital Transformation and Best Achievement of Operational Excellence in Healthcare for the 2017 Business Transformation & Operational Excellence Awards. In this session, CTO, Morgan Porter will discuss how in 90 days his team was able to digitize the patient onboarding process. As a direct result the clinicians are now able to offer treatment within 2-3 days, rather than 2-3 weeks and offering faster treatment has led to a 21% growth in patient numbers.

Learn how to:

  • Use a digital platform to deliver solutions faster
  • Focus on collaboration between business and IT
  • Plan for continuous improvement using agile development methodologies 

  • Morgan Porter
    CTO

5 Minute Changeover Period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK F | Culture Transformation Summit

Culture can be your company’s biggest success factor

Great company cultures deliver great customer experiences – and better sales. But assessing your culture – and even more importantly – making sense of employee feedback can be daunting. In this session, we discuss how to:

  • Understand key elements of your culture
  • Prioritize and focus on the culture drivers that will make the biggest impact
  • Benchmark and measure culture improvements
  • Implement change management best practices 

 

  • Michael Hughes
    Senior Director, Operations Excellence

Palm Ballroom | TRACK G | Process Optimization Summit

Successfully Managing Compliance with Operational Excellence and Process Automation

If not compliant in the energy sector fines can cost companies millions of dollars. EDPR has developed techniques and automated process that has simplified compliance management and made it more efficient. In this session Stephan will discuss:

  • How to address compliance with agility
  • Built tools and new processes to manage the challenges with a BPM system
  • Use methods like MVPs, validated learning and  'rapid adaption' to get employees to use a new process and tool in a quick manner

  • Stephan Blasilli
    Head of Corporate Initiatives

Foxtail | TRACK I | Agility Summit

Debunking Myths: How Operational Excellence Fosters Innovation and Agility

eBay depends on Innovation and Agility to compete and succeed. Far too often these efforts are thought to be at odds with management practices aimed at highly predictable and effective operations. Learn how eBay is reframing this paradigm through: 

  • The journey to implement process-centered management in transactional and service delivery environments
  • Integrating process and technology to create consistently excellent customer experiences at scale
  • Using Voice of Customer (VOC) to implement quality

  • Zac Jacobson
    Sr. Director, Global Business Excellence & Customer Insights

Travelers | TRACK E | Operational Excellence Summit

Leveraging Operational Excellence for Successful Acquisition Focused on the Client

KeyBank has recently acquired First Niagara Bank and significantly increased the size of existing businesses, employee base, client base and added new service offerings. In this session Deb will discuss how they leveraged lean and six sigma throughout the assessment, planning and execution phases of the integration including:

  • · Client and Employee experience leveraging client impact tool for Retail Bank
  • E2E process assessment for Mortgage Business
  • Sales support model for Commercial Bank
  • Post-merger strategic priorities for continuous improvement leveraging embedded talent

  • Deb Lindway
    Enterprise Director of Lean Six Sigma 

Sabal | TRACK H | Leadership Summit

Leadership is a Contact Sport –Gear Up for a Good Game

Operational Excellence requires visceral engagement and is characterized by meaningful, active, frequent, and long-term engagement. It’s not something that all leaders come by naturally.  One of his clients coined the thought that leadership is a contact sport and Dan believes strongly that this mindset sets the stage for a successful culture of Operational Excellence.

Key Learning:

  • What is a “contact” leader
  • Why contact leadership is a good idea but tough to execute
  • Examples of contact leadership in practice (Dan’s best practices and observations from the field)
  • Process rigor and leadership behaviors required at different levels of the organization
  • Management Systems
  • Metrics Alignment
  • Leadership Behaviors
  • Problem Solving
  • Bias for Action

  • Dan Sullivan
    Executive Vice President

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Palm Ballroom | TRACK G | Process Optimization Summit

Optimizing Process Systems
  • Integrate applications, restructure labor resources and use software applications throughout the organization
  • Reduce costs, redundancies in order to achieve process optimization 

  • Solomon Dadebo
    Head of Productivity, PBC, Product Mgmt., Process Systems Eng. & Ops Excellence

Foxtail | TRACK I | Agility Summit

Linking LEAN & Agile for Successful New Product Development 

To help them achieve business excellence, most organizations either use LEAN or Agile methodologies. At Morningstar they have successfully deployed both when developing new products which is helping them to achieve top line growth. In this session hear how they are:

 

  • Combining the best of both LEAN & Agile principles (and why) for their new product development while creating a Morningstar Center of Excellence culture
  • Using data to not only help with the flow of processes but to evaluate and develop new products 
  • Embedding LEAN & Agile throughout the organization globally that ensures that excellent customer service is provided

  • Anu George
    Head of Operations, Morningstar Excellence

Travelers | TRACK E | Operational Excellence Summit

Achieving Enterprise Excellence by 2020: Linking Key Behavior Indicators and Key Performance Indicators to Deliver Ideal Business Results

In 2012, a new President for the Global Manufacturing & Supply Division was brought into Bristol-Myers Squibb to drive their transformation and delivered a new simple vision for the organization – to be the Benchmark in BioPharma Manufacturing & Supply. They began their transformation with a major focus on Technology Transfer Excellence, Supply Chain Excellence, and Operational Excellence (OpEx). In this talk, Rick will share how they have developed a strong OpEx capability and culture and are now moving to a new performance level with Enterprise Excellence by:

  • Building a strong global Operational Excellence team and network in terms of skills, process, culture to drive continuous improvement, cost and productivity savings, & efficiency
  • Focus on mission critical systems, infrastructure, and products to balance agility, service and cost performance.
  • Leveraged “Real Time” Analytics to deliver on speed to customers and patients, reducing time to market from months to days
  • Using Hoshin Kanri planning to strategically layout where the business is going
  • Utilized Key Behavioral Indices (KBIs) & Key Performance Indicators (KPIs) to deliver Ideal Results aligned with business strategy … embedding OpEx as “The Way We Work”  

  • Rick Hepp
    Executive Director, Operational Excellence

Grand Ballroom | TRACK F | Culture Transformation Summit

A systematic approach to creating a culture of structured problem solving
  • Systems govern behavior; behaviors create a culture
  • Define what a system is and how one gets created
  • Identify what systems you need to in order to do structured problem solving
  • How is this different from what we do now and what will it lead to?

  • Mustafa Abdulali
    Director of Lean Transformation

Sabal | TRACK H | Leadership Summit

Embedding and Sustaining Change Management to Successfully Achieve the Strategy 

USAA is working on a comprehensive enterprise led approach to change management with 4 industries under one roof to continue to be on the leading edge with customer service. In this talk Leslie will provide how they have:

  • Created the vision for USAA in the future to successfully achieve their strategy
  • Prepared and spent time with leaders and employees on the vision and how to implement changes
  • Analyzed and ensured that they are not saturating the clients with constant changes
  • Integrated change management into the life cycle strategy execution

  • Leslie Dowling
    Vice President Planning, Architecture, and Strategic Change Management

5-minute changeover period

Break into 5 Summit Streams: 20 Minute How-Tos - Straight to the Core Presentations

Grand Ballroom | TRACK F | Culture Transformation Summit

The Critical Role of Culture in Strategy Execution

When a new strategy around customers became the top priority and focus, hear how culture change was needed to make this happen by:

  • Rolling out a new strategy top down in concert with culture shaping
  • Getting results by changing thought habits
  • Creating the behaviors that are needed to execute the strategy
  • Aligning people and using a common language and tools for accountability 

  • Beth Schmidt
    VP, Process and Project Management

Palm Ballroom | TRACK G | Process Optimization Summit

Designing and Preparing for the Business Future with People, Process & Technology

Moving from a reactive state of solving points of pain, Vanguard is preparing to gain a competitive advantage in the future. In this session you'll hear how they are: 

  • Ensuring all of the employees share the organization's vision, imperatives and initiatives to support the future
  • Embedding the operational excellence team in their investment management shared services team
  • Bringing people, process and technology together in a cohesive way
  • Getting employees comfortable to experiment more, creating a culture of innovation

 

  • Jean Lu
    Principal

Foxtail | TRACK I | Agility Summit

Agile Business Transformation: Using Operational Excellence Tools & Methodologies

In this unique presentation, Kevin will discuss his experience at Adobe, Microsoft, Spotify and now at a legal online marketplace, Avvo. In each organization, Kevin used his background in Operational Excellence to transform businesses. Kevin has created nimble innovation cultures at Adobe & Microsoft, and has used operational excellence tools to help innovation at Spotify. He will discuss how:

 

  • How Avvo’s leadership team focuses on the larger strategy at this rapidly growing company, empowering employees to make decisions
  • Articulating and communicating the strategy in a way that employees understand 
  • Aligning and prioritizing innovation projects at Spotify to overall business goals and objectives

How to benefit from speed and how to operate on a larger scale.

  • Kevin Goldsmith
    CTO

Sabal | TRACK H | Leadership Summit

Engaging Leadership with Operational Excellence through Strategic Alignment and Visual Management 

In this talk, you will hear how Jeff and his team have organized lean councils, meeting with all of the chief heads to talk and understand their strategic initiatives. He'll discuss how this helps Jail continue to promote and expedite the opportunities ensuring that they are strategically aligned. You'll also learn how to:

  • Understand leadership's strategic challenges in order to assist and help the business to drive accountability
  • Move your team away from problem solving and move towards DFSS
  • Create a visual story to captivate the audience in order to promote operational excellence
  • Deliver a best practice competition that replicates success across the company 

  • Jeff Porada
    Global Director of Lean Six Sigma

Travelers | TRACK E | Operational Excellence Summit

Demystifying Jidoka: Transforming machines to become autonomous, to operate without human intervention

Jidoka is the process of imparting human intelligence to a machine so that it automatically stops or provides audio-signal when a problem arises. In this unique session, you can learn from Riad all about:

  • Defining Jidoka - The most important principles of lean
  • Why  Jidoka is least understood in most organizations?
  • The Basic types of Jidoka - Visible and Invisible
  • Examples of Jidoka in many industries including Honky-Tonk
  •  JIT (Pillar #1) Vs. JIDOKA (Pillar #2)

  • Riad (Ray) Ardahji
    Sr. Director, Production Engineering, Continuous Improvement

3 SESSIONS

Grand Ballroom | TRACK F | Culture Transformation Summit

Using All Virtual Blended Learning to Accelerate Culture Change

Assess your Process Improvement Culture through the lens of roundtable input from your peers
• Consider new strategies for accelerating your PI Culture
• Learn new approaches for developing PI capability and delivering results
• Learn how to deploy All- Virtual Blended Learning, effectively
• Assess if/how All-Virtual Blended Learning can apply to your PI Culture

  • Rob Stewart
    CEO

Palm Ballroom | TRACK G | Process Optimization Summit

How to Impact Culture & Productivity with Business Transformation

Understanding the needs of its changing business, Pethealth’s process improvement initiatives recognized the importance of embracing process thinking while improving its customer engagement and employee morale. This case study demonstrates its business transformation, and approach to operational excellence, which is impacting both its culture and bottom line. In this session, Stuart will discuss:

  • The challenge of automating its claims fulfillment process
  • Embracing process thinking and agile approach
  • The balance of transforming its processes and culture
  • Creating an innovation solution that maps to process improvement initiatives
  • Establishing metrics

Sabal | TRACK H | Leadership Summit

Training your Employees in OpEx & Performance Improvement

• What should your training program look like?
• Involving leadership and front line staff on business improvement and the importance of metrics
• Engaging your employees: remove the fear factor and create a culture of transparency 
• Understanding your employees purpose and processes to show to the executive leadership team on their impact

  • Christopher Govero
    Executive Director of Performance Improvement and Outpatient Services

Panel Session with Previous Speakers

Exhibit Area | Coffee Break & Networking

Grand Ballroom | Keynote: Gordon Tredgold

Keynote | General Session

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

FAST is a revolutionary approach to leadership that simplifies exactly what is needed in order to be successful. FAST is Fun, Actionable, Straightforward, and Thought provoking and will give your audience some simple tips that they can implement immediately to improve their performance. FAST will challenge you to think differently about the way you approach your business and your leadership.

Key areas covered:

  • Understanding the common causes of failure, and how we can mitigate them.
  • Increasing effectiveness by sharpening focus.
  • Creating a culture of accountability, to increase ownership. 
  • Improving efficiency by promoting simplicity.
  • How to create a GPS for you projects/business.

  • Gordon Tredgold
    Inc. Top 100 Leadership Expert and Speaker

1 SESSION

Keynote | General Session

Easily Solving Your Biggest Future Challenges

The world is changing faster and faster. Automation, globalization, and the Internet changed the rules that worked in the past.

Today, rules change almost as quickly as you can learn them. Process will not help you in this increasingly more rapid paced, higher stakes environment. To succeed, you need a new way of thinking.

You need to think predictively.

Mark explains the discovery of a new way of thinking that anyone can use to:

  • Solve seemingly unsolvable problems on demand
  • Map future innovations for products & services, processes, & business strategy
  • See 5X, 10x, even 20X improvements hiding in plain view

The crucial piece needed for success that is missing from Agile, Lean, 6 Sigma and all process focused systems

  • Mark Proffitt
    Innovation Enabler

Grand Ballroom | Chairperson's Final Conclusion

Join Organized Dinners Around Conference Themes & Topic

DAY 4 | Post-Summit Workshops & Disney Business Behind The Magic Tour | 24th March 2017

Palm Level Foyer | Morning Registration, Breakfast & Networking

Break into Workshops

Foxtail | Workshop Q | Customer Experience Excellence Summit

The New Future with OpEx: What does the future customer look like?

Travelers | Workshop R | Agility Summit

Using OpEx as a Competitive Advantage

Sabal | Workshop S | Strategy Execution Summit

Creating a Vision for Business Excellence: Merging Process Excellence with Strategy

Palm Level Foyer | Morning Coffee Break & Networking

Break into Workshops

Foxtail | Workshop T | Operational Excellence Summit

Lean or OpEx Sustainability?

Travelers | Workshop U | Customer Experience Excellence Summit

OpEx and the Customer Experience: Creating a Customer-Centric Workplace

Organizations are investing millions of dollars into technologies to deliver a better customer experience. But, with 60-80% of customer engagement projects ending in failure, the promised results are elusive. Geoff will share 4 case studies of a customer-centric organization, as well as helping you to:

  •  Understand the 5 common-sense rules of customer engagement
  •  Apply lessons from leaders with 4 diverse case studies
  • Identify the traps that can lead to failure, and how to avoid them
  • The differences between standard business processes and people-centric business processes
  • Engage leaders & coworkers in relationship-building projects
  • How to learn more from failures.

  • Geoff Ables
    Managing Partner

Sabal | Workshop V | Leadership Summit

Successful Collaboration Amongst cross functional teams for OpEx projects

Palm Ballroom | Lunch & Networking

Meeting Point Four Seasons Orlando Lobby | Walt Disney World Resort: Business Behind The Magic Tour

Site Visit | General Session

Business Behind The Magic Tour
The Walt Disney World® Resort

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

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

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

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

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

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

Additional information