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Business Transformation & Operational Excellence Summit & Industry Awards (BTOES)

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

Agenda

This agenda is currently in the early stages of development. The full agenda will be complete by Friday, February 16th, 2024

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Day 1 - Tuesday | Full-Day Workshops | 7th May 2024

Registration

4 Concurrent Full Day Workshops

Breakfast Served | Foyer Area Outside Workshop Rooms

Mid-Morning Break Served | Foyer Area Outside Workshop Rooms

Lunch Served in Atrium B

Mid-Afternoon Break Served | Foyer Area Outside Workshop Rooms

DAY 2 - Wednesday | Pre-Summit Workshops & Keynotes | 8th May 2024

Breakfast Served | Foyer Area Outside Workshop Rooms

Registration

Main Exhibit Hall Set-Up & Poster Presentations

4 Concurrent Workshops A1, B1, C1, D1

Workshop | Anenone | Process Summit

How to Create Time (Time management techniques that will add time back to your life)

Learn the latest time management methods by looking back at a quick history of time management in three phases:

  • One-Dimensional (1950s) – Focused on efficiency of tasks through LEAN principles
  • Two-Dimensional (1980s) – Focused on Important verses Urgent – Teachings from Dr. Stephen Covey
  • Three-Dimensional (current) – Focus on multiplying time based on significance 

 

As we focus on three-dimensional time management methods learn practical ways to answer the fundamental question – what can I do today that will give me more time tomorrow? Leave with practical actions and steps you can take that will in fact let you create more time for yourself so you can genuinely focus on what matters most.

  • Brad Morrow
    Principal Process Excellence Champion and Lead LEAN 6 Sigma Trainer

Workshop | Damelfish | Main-Stage People Summit

Strategic Planning Masterclass: Driving Value Creation from Ideation through Execution to Achieve Successful Outcomes!

Many senior leaders have great ideas for where they would like to lead the organization forward. However, having a clearly articulated vision and a comprehensive plan to execute these ideas is equally important. The Strategic Planning Masterclass is designed to help leaders become visionary storytellers and skillful executors. The session will provide a hands-on learning environment with proven tools and methodologies to help visualize the "big picture" and articulate the vision effectively. Additionally, participants will learn how to create the operational framework required to ensure effective execution to help bring those ideas to life.

Key Takeaways:

  • Articulate the big picture "Vision" for your strategic imperatives
  • Elicit a strategy map that aligns with your vision
  • Identify the key initiatives and performance metrics that will drive toward achieving your vision
  • Create the operating framework required to execute your vision for ensuring successful outcomes 

  • Niloofer Darbary
    Strategy and Business Transformation Leader

Mid-Morning Break Served | Foyer Area Outside Workshop Rooms

4 Concurrent Workshops A2, B2, C2, D2

Workshop | Anenone | Process Summit

Taking an operational excellence journey with global clients

Many companies only focus on their internal processes, hoping that these improvements will meet client expectations and even delight them. Often companies don't even engage in process work until there is a major mistake, an audit finding or a client has complained. However, if we set up processes correctly up front and bring clients on the operational excellence journey when they are first onboarded into the company, it sets the stage for both a powerful and loyal client relationship. It also prevents the cost of having to throw a lot of resources at a process issue reactively and the risk of potentially losing the client in a "too little too late" situation. In our current economic climate companies are looking to cut costs where they can. The ability to demonstrate to clients that we are bringing the most cost efficient and effective processes and utilization of resources to the table can become a huge differentiator in any industry. Today i am going to talk about the lessons learned from waiting until clients threaten to leave the company to engage them in an operational excellence journey and the value that can be gained from kick starting the client relationship with an operational excellence lens.

Key Takeways

  • The benefit to leveraging resources up front to ensure we are onboarding clients with an operational focus far outweighs the risk of waiting until clients are dissatisfied and using the fire drill approach to solve process problems. When we wait and are reactive, we risk facing a "too little, too late" response from the client as it is much easier to maintain trust established early than to have to regain it back later through remediation process work
  • Operational excellence is a two -way street when it comes to clients. We need their engagement and partnership to ensure the processes we design meet their needs and expectations up front and that can only happen by engaging in process discussions directly with the client.
  • When you conduct any process improvement initiative it is important to take a holistic approach - 
    a) involving all key stakeholders internally and externally up front
    b) using a standard methodology for process analysis and solution identification
    c) Utilizing change management (communications, trainings) to embed the changes and
    d) ensuring you have a method for measuring and governing the new processes
  • Clients respond to a structured approach to planning and issue resolution. Our teams are often too focused on thinking they can make the client happy by doing everything they ask and they don't always question whether those client requests can be met with a solid process that can produce the outputs the client is looking for consistently. Taking the time to plan with the client, understand their needs and working together to come up with the right solution as opposed to the solution the client asked for initially, gives both parties the opportunity to develop processes and solutions that are effective and sustainable

  • Rachel Lockner
    Senior Vice President Operational Excellence

Lunch Served in Atrium B

4 Concurrent Workshops A3, B3, C3, D3

Workshop | Anenone | Process Summit

Building OpEx around the Customer and Employee Experience

Implementing Lean and Continuous Improvement is often an internally-focused initiative in an organization. Common goals are productivity, cost reduction and automation. However, there is much more runway when an OpEx program is closely tied to the Customer Experience. A company culture aligned around delivering an exceptional customer experience is the linchpin to Transformation efforts.

Key Takeaways:

  • Maintain an honest view of the current Customer Experience and a clear future vision for it.
  • The Employee Experience has a tremendous impact on the Customer Experience, especially in a service organization.
  • Understand your culture deeply and adjust your OpEx approach to suit it.
  • Consistency that's driven by a common purpose is more sustainable than consistency from a tool or process.

  • Erin Neumann
    VP, Operations Excellence

Mid-Afternoon Break Served | Foyer Area Outside Workshop Rooms

4 Concurrent Workshops A4, B4, C4, D4

Workshop | Anenone | Process Summit

How to solve complex problems in 10 minutes or less

How to cut through the noise of the corporate environment or personal life and develop a process improvement mentality to solve complex problems.

Key Takeaways

  • Learn to not overcomplicate things, simple is better
  • Understand how to identify the overarching problem and highlight key solutions
  • How to effectively execute a plan of action in under 10 minutes

  • Jordan Thurston
    SVP, Global Head of Regulatory Profile Management & Performance Analytics

Networking Welcome Reception

DAY 3 - Thursday | Main Summit | 9th May 2024

Registration | Peninsula Reg Desk

Breakfast Served | Peninsula 4 Exhibit Hall

Welcome for Conference Chair * Chairperson’s Opening Remarks

Opening Remarks | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

BTOES: Preparing for the Future

Opening Remark - Vijay Bajaj, CEO, Proqis

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Opening BTOES Keynote

  • Vijay Bajaj
    Founder and CEO

Opening Keynote - Presentation

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Change Management by Design

The success of any large initiative is entirely dependent on adoption. Will my employees, my executives, my stakeholders… embrace the change? Or will they fight the change? There is a direct relationship between change management effort and intuitive design. The more time invested in design, the less effort will be required in change management. This session will cover principles of Change Management Design that will help drive success in any large initiative.

Key Takeaways

  • Start with WHY – Top Down and Bottom Up Alignment
  • Process Redesign
  • Data – Foundational Needs and Metrics for Success
  • Job & Comp Structures
  • Ongoing Ownership – Project or Product?

  • Todd VanHouten
    Senior Director of Strategy & Innovation

Keynote | Peninsula 4 - Exhibit Hall | Process Summit

Portfolio Operations and Project Management Leader within the Pharmaceutical Industry
  • How I aspire to lead and grow organizations with vision and strategic focus, developing highly performing teams with energized leaders who work transparently and ethically, go the extra mile to ensure delivery to realistic and data-driven plans, collaborate with a sense of urgency to address unmet medical needs and bring innovation to patients and healthcare communities worldwide 

  • As Ops SME how do we partner x-functionally managing multi-million dollar annual budgets map in with successful strategic initiatives generating project lifetime savings

  • How to balance learning new skills while delivering and creating a value-added rewarding work environment.

  • Victoria Preys
    Operational Excellence Expert

Keynote Presentation

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Transforming your business is transforming your mindset

Key lessons in building a team that lifts the business

  • Set the Goal – and be sure everyone knows it
  • Change, blame, and the stickiness factor
  • The right team will get you EVERYWHERE
  • The dying art of ROI and the importance of accurate tracking of improvements

  • Cynthia Long
    Change Leader Continuous Improvement

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Digital Business Transformation and Enterprise Architecture

Building a solid technology foundation that drives business strategy smarter, faster to outpace external competition is the driving force to create digital experiences that delight customers in every business and industry. Enterprise Architecture as a practice helps define a clear view of both the business and technology landscape empowering organizations to make smarter decisions around strategic initiatives that deliver powerful business outcomes.

Whether organizations assess existing and new technologies to keep up with customer expectations or looking for entrepreneurial or innovative opportunities to build a future forward digital strategy, Enterprise Architecture helps execute those strategies to transform businesses.

Enterprise Architecture defines the structure and behavior of organizational units within a business and encompasses design, analytics, planning and implementation. Using its principles and practices , it can be used to improve business and operational models across industries and guide them through effective changes.

Key takeaways:

  • EA is well positioned to drive Organizational transformation
  • Enterprise Architects model operating and business models for strategic alignment
  • Integrated Portfolios help create strategic roadmaps connected to execution and outcomes
  • With Clear Vision and Strategy shaping the execution, EA drives transformational initiatives for effective business outcomes

  • Prasanna Palakonda
    Senior Enterprise Architecture Leader - Digital Business Transformation Leader & Enterprise Strategy Leader

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Architecture as a Key to unlock Resiliency and Recovery models.

Key Takeaways:

 

  • To ensure alignment and expectations of application servers in complex customer ecosystem services expectations coupled with Architecture are fundamental. 
  • Within the Product / Application landscape, Criticality needs to be understood based on an Objective Criticality Assessment criterion.
  • Service Objectives, (Recovery times and Recovery Points) agreed to and documented for Services between business and technology teams.
  •  Architecture and design then be assessed and evaluated using a Well-Architected Framework for compliance and fitness at the initial design stage or as an assessment.

 

I will briefly walk through some of the work we have done, to build competencies in Criticality assessments and Service Objectives so our Architecture can be more effective, and Architecture can contribute to assessing current and deployed services for “Fit for Performance”.

  • Thomas Ball
    Architect Lead

Networking & Refreshments | Peninsula 4 Exhibit Hall

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Scaling Innovation: Solving the Innovation Adoption Problem

 

  • Brou Gautier
    Director Spark Tank and Enterprise Performance Management

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Understanding Information Lifecycles

Understanding the complete information lifecycle is important for sustaining high-quality information across all processes and systems. Applying information lifecycle analysis and presenting results in Information Lifecycle Diagrams results in:

  • A common artifact that both business users and developers can understand
  • A clear roadmap for implementing IT systems
  • Significantly reduced IT system implementation risk

  • Ian Phillips
    LM Fellow & Chief Data Architect

Keynote | Peninsula 5-7 Exhibit Hall | Technology Summit

Emerging Technologies for Business Transformation & Operational Excellence

  • Xiaochen Zhang
    Global Head - Innovation

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Embedding Enterprise-Wide Agility to Drive Resilience and Excellence
  • How can we “agility” into the core of every process and system of the organization?

  • How to drive global process standardization and integration

  • What are the best ways to manage scalability and forecasting for future uncertainty: how to maintain an agile approach to every area of operational performance?

  • Anu Pujji
    Principal of Operational Excellence and Transformation

Keynote | Peninsula 5-7 Exhibit Hall | Process Summit

Scaling Excellence for Business Growth

Innovative ideas of creating value for the customer are driving disruption across industries. Business Transformation is to completely redefine how we solve the problem. To compete is to constantly transform and evolve from “Where we are” to ‘Where we want to be”. Transforming from traditional product focused businesses to creating ecosystems for business growth is the challenge.

When an organization masters the art of operational excellence in delivering its core values, how do we leverage it to our advantage, reflect, recognize, and spread the good? Achieving organizational vision is possible by strategically setting direction of scaling excellence and relentless passionate execution. It involves invoking emotion across the organization as an inclusive journey for growth, using technology as an enabler, and bringing structure and processes for excellence at scale. Cascading excellence and empowering change leaders to continuously improve processes, while integrating to the organizational culture will be effective in driving business growth.

Key Takeaways/ Learnings:

  • Excellence & Value Creation
  • Setting Direction of Scaling Excellence
  • Mindset for Visualization to Actualization
  • Organizational Alignment & Processes
  • Integrating Excellence & Business Growth

  • Kamal Mohanty
    Senior Vice President

Keynote | Peninsula 5-7 Exhibit Hall | Technology Summit

What Successful Financial Services Brands do to Win Digital Customers

Customers today are living an increasingly digital lifestyle, and in order to resonate with them, brands must deliver increasingly sophisticated digital experiences.

In this talk, Wall Street Journal bestselling author Howard Tiersky will describe the key CX and strategy practices revealed in his book Winning Digital Customers: The Antidote to Irrelevance that are helping major brands, including Financial Services brands, succeed with today's digital customers.

Tiersky has helped lead digital transformation efforts at major FS brands including JPMC, Morgan Stanley, Allstate, Transamerica, Moodys, Merrill Lynch and ADP, and his book was recently named by Forbes as “One of the 10 most important business books of 2021.”

In this talk, he will use examples from his decades of experience to provide takeaways CX and digital professionals can use to increase their success.

Key Takeaways:

  • Discover how your brand can remain relevant in today’s fast-paced, post-pandemic era
  • Learn the five steps needed for a brand to succeed in digital transformation.
  • Visualize a comprehensive framework that you can use to help your company pivot its way to digital success
  • Learn why customers love the experiences that leading digital brands provide

  • Howard Tiersky
    CEO and Wall Street Journal Bestselling Author

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

The Rise to the Boardroom: Why Digital Transformation is a Key Business Imperative

Digital transformation is fundamentally altering the way all industries do business. From healthcare to manufacturing to software and retail, customer expectations are changing, and business models are being upended, and the pace at which technology advances demands unprecedented agility from management teams. Formulating a thoughtful digital strategy and roadmap allows for new ways to reach and serve customers and drive greater operational efficiency, leading to the North Star of delightful customer experiences and maximized asset utilization.

Putting such strategies into effect can be particularly challenging. Numerous hurdles to success must be overcome. I will dive into the key characteristics of digital maturity that correlate most to financial performance.

  • Anish Sharan
    Head of Digital Transformation

Keynote | Peninsula 5-7 Exhibit Hall | Process Summit

Converting Fear of Obsolescence (FOBO) into a Fear of Missing Out (FOMO)

The most prosperous businesses seek both revenue and margin growth. For functional teams there’s no longer a correlation between expanding products or customers and increasing budget for operational expense. To be successful, operational teams must continuously use technology, agile methodologies, and lean process efficiencies to increase output while maintaining quality, timeliness, mitigating risk and controlling their cost. Effective managers can help their teams embrace perpetual change with a healthy growth mindset – engender in their teams a healthy fear of missing out (FOMO) on the future – and convert intransigent staff from a debilitating fear of being obsolete (FOBO).

Key Takeaways:

  • Learn how to identify FOBO in your organization, why it’s an impediment to your team’s growth, and how to combat this constrained mindset
  • Discover how (and also importantly who) to assign a single point of contact for accountability and to help alleviate ambiguity
  • Gain agile techniques for communicating and cascading key change information
  • Find out how managers can generate enthusiasm to energize, empower their teams, and create positive FOMO

  • Ken Fredman
    VP, Head of Editorial, Design and Publishing

Keynote | Peninsula 5-7 Exhibit Hall | Technology Summit

Navigating Transformation: Unveiling the Crucial Link Between Business Transformation Strategy, Operational Excellence, and Cultural Transformation

In today's ever-evolving business landscape, successful adaptation hinges on the alignment of strategic transformation, operational excellence, and a transformative company culture. This presentation delves into the intricate relationship between a robust business transformation strategy and the creation of an environment of operational excellence, while shedding light on the risks associated with a lack of supported cultural transformation.

Key Takeaways:

  • Strategic Blueprint for Success: Understand how a well-defined business transformation strategy serves as a roadmap, guiding the organization's path towards achieving its goals and aspirations.
  • Operational Excellence as the Destination: Explore how a business transformation strategy, when executed effectively, lays the groundwork for operational excellence by optimizing processes, improving efficiency, and fostering innovation.
  • Cultural Transformation's Pivotal Role: Learn why cultural transformation is the linchpin that ensures the sustainability of any transformation initiative, aligning the workforce's attitudes and behaviors with the new strategic direction.
  • Synergy Between Strategy and Culture: Discover the symbiotic relationship between a transformation strategy and cultural evolution, and how they reinforce each other to drive holistic organizational change.
  • Risks of Neglected Cultural Transformation: Delve into the potential pitfalls of sidelining cultural transformation efforts, including employee resistance, low engagement, and a failure to fully realize the intended benefits of the transformation strategy.
  • Empowering Leadership for Cultural Shift: Grasp the importance of strong leadership in catalyzing cultural change, and how leaders can champion the transformation by exemplifying the desired behaviors and values.
  • By the end of this presentation, attendees will gain a comprehensive understanding of how a well-crafted business transformation strategy can pave the way for operational excellence, and the critical role of cultural transformation in safeguarding the success and longevity of these strategic endeavors.

  • Michael Dove
    Vice President Enterprise Process Excellence and Quality

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Keynote - Presentation

Networking Lunch | Atrium A&B/Broadwalk

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Using Change Management to Supercharge Operational Excellence

Change management is often confused with powerpoint engagement communications but there is a science and approach to the discipline of change management; and when used to drive clarity of intent, align stakeholders and the organization it is a powerful enabler of driving our operational transformation programs and projects.  Over the last 10+ years I have deployed change management and operational excellence as an integrated approach to achieve best in class results in productivity, throughput, compliance, leadership  and cultural change across top several of the pharmaceutical companies in the world.  

Key takeaways:

  • Why so many operational excellence transformations fail

  • Change starts with understanding Intent

  • The difference between Installation and Realization

  • How to use Change Management in your PDCA cycle

  • Stan Howell
    Vice President - Strategy & Business Excellence

Keynote | Peninsula 5-7 Exhibit Hall | Process Summit

Customer Experience is the strategic advantage

In the 30 minutes session, I will explain the CX Strategic Formula connected with Profitability.

This session has the main goal to be inspiring and provocative and to ignite leaders to make an impact on the people they are taking care of and how this drive financial results, and also HOW TO MEASURE.

The main goal is to convey the message of the importance of investing in Cultural Organization as a driving force to elevate Customer experience, having results consequently.

OKRS (Objectives and Key Results) is the way to measure results and I will explain ways to measure the impact of Culture Transformation and CX.

Culture: I will explain the difference between Vision, Mission, and Values, which nowadays are mistaken. Understanding these terms is a key element of Culture.

I will explain how to create a Purpose Driven Company and its importance and show how to drive Results using OKRS methodology.

Employee Engagement / Experience (EX):  When companies discuss EX, they always think of Campaigns/programs or benefits. But EX is beyond that. When you have a purpose-driven company, your employees are more engaged, which makes them the brand ambassadors of the organization. The purpose is a key element in driving ownership; as a consequence, your employees become your brand ambassadors,

Leadership: Nowadays, Servant Leadership is the new fashion term used in business. Ana will explore and provide examples of servant leadership.

  • Ana Flavia Cavagnoli
    Head of Business Transformation

Keynote | Peninsula 5-7 Exhibit Hall | Technology Summit

Technology as the Engine of Transformation: ERPs and Adjacent Solutions paving the way for AI/ML

  • Monika Mangla
    Managing Director

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Roundtable Discussions (Table 1-4) | Peninsula 5-7 Exhibit Hall

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Closing Keynote Presentation

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Orchestrating Change: Key insights on driving successful global, multi-cultural transformation

Have you noticed how a strong and successful principle conductor can orchestrate the right instrumentalists to create fantastic music? Similarly, the key to success for an organization in the midst of change is to have a strong organizational framework that can orchestrate a cohesive change far more successful than if initiatives were driven individually. 

Given today’s complex, global environment, many large organizations with well-intended strategies have been unsuccessful in their implementation. With individual entities working in silo’s driving their own charter, it is critical to have an overarching framework to ensure that all the pieces fit together seamlessly.  Using real-life examples, “orchestrating change”, will focus on the framework to drive the strategic vision and maneuver an organization thru ambiguous periods of change. 

The session discusses:

  • the creation of the strategic vision framework,
  • three pillars for managing the framework,
  • key learnings.

  • Niloofer Darbary
    Strategy and Business Transformation Leader

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Developing the Process Excellence strategy for effective deployment of Business. Transformation and Organization Improvement

Developing the Process Excellence strategy for effective deployment of Business Transformation and Organization Improvement. In this presentation the speaker will share the case study at PETRONAS on how the LEAN 6 Sigma methodology was deployed effectively with significant value creation in Cash Generation, Cost Savings and productivity improvement.

Among others, the speaker will:

  • The need to understand the business case for change and linking to the Voice of Customers, Business and Process
  • The importance of having a holistic deployment approach and link with other Continuous Improvement tools such as Agile, Working Backward,
  • How do we transform the talent into valuable asset via the LEAN 6 Sigma deployment?
  • The need to leverage on the digital technology to communicate effectively with the relevant customers and stakeholders
  • The role of Change Management in Continuous Improvement project deployment

  • Fahrurazi Bin Baharum
    Head Organization Improvement, Senior Lean Six Sigma Master Black Belt

Chairperson’s Closing Remarks

Awards Reception | Peninsula 5-7 Exhibit Hall

Awards Ceremony | Peninsula 5-7 Exhibit Hall

Awards After Party | Peninsula 5-7 Exhibit Hall

DAY 4 - Friday | Main Summit | 10th May 2024

Registration | Peninsula Reg Desk

Breakfast Served | Peninsula 4 Exhibit Hall

Chairperson’s Opening Remarks

Opening Awards Panel Discussion

Opening Keynote Presentation

Keynote | Peninsula 4 Exhibit Hall | Process Summit

4 Phase Approach to Competitive Advantage

I have created a proven approach that if done correctly, will result in a competitive advantage for any company in any industry. The model serves as a playbook for how organizations should manage their time and one that is focused on value generation and the acceleration of innovation through the application of simplifying processes to operating within a predictive state. The 4 Phase Model addresses the three major challenges facing Operational Excellence programs as summarized within the BTOES Research Report 2021 / 2022 titled The Global State of Operational Excellence- Critical Challenges & Future Trends.

Key Takeaways 

  • Organizational complacency is a killer and thus a company can quickly become their own worst enemy. There is a need to always be in a state of transformation.
  • Change & improve company culture through change acceleration and commitment.
  • Drive an end-to-end Business Transformation program and sustain Operational Excellence improvements through the 4 Phase Approach to Competitive Advantage Model.
  • People connect the business system.

  • Robert Cartia
    VP- Business Process

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Jerks at Work: How to Engage Team Members that Think they Know Everything

I am asked all the time “How do you train an employee that thinks they know everything? How do you engage someone who is resistant to change?”

Resistant personalities are a hurdle for any organization. Employees that have been with the organization several years, those reluctant to change, or simply those who are comfortable, all pose a problem to leadership development, relationship building, collaboration, process improvement, or training initiatives. Nothing is more detrimental than the dreaded statement “that’s the way we’ve always done it.”

Resistance should never be a barrier for engagement. Difficult team members and their personalities can be nurtured, not avoided stimulated, not drained met with curiosity, not judgment. Leaders can transform apathy by transforming their own approach to these complications. Three ways of achieving this are interrupting negative thought patterns, the subtle art of avoiding declarative statements, and a strong connecting to what drives us.

First, leaders need to be able to recognize (and where possible interrupt and redirect) negative thought patterns. Recognizing a cognitive distortion can be challenging. Once a leader is aware of the different types, they can start to identify them. Once identified, strategies can be used to defuse or redirect them.

Second, leaders can learn to be less judgmental about their employee’s resistance. Interrogate them about their confrontation by only asking questions. The subtle art of avoiding declarative statements lays the best foundation for facilitation. Declarative statements create a diatribe, not a discourse. Statements, right or wrong, make anyone feel adjudicated, closing them off to further discussion. Instead, by only asking questions, leaders can create a dialogue. With enough practice, one can even direct a line of questioning to arrive at any desired outcome.

Third, historically leaders engage in a stick & carrot approach to motivate their team to be high performing. Recent studies have shown that high performing teams have a strong connection to their drive: a desire to control their own lives. That drive comes from a connection between autonomy (self-directing one’s life), mastery (the urge to improve in something that matters), and purpose (the desire to part of something larger than ourselves). Leaders who find themselves with resistant personalities can reconnect what drives their employee, their team, and the organization. Without that connection to their drive, the employee and team are low performing. Reconnecting with your employee’s drive will engage them more than any stick or carrot.

  • By attending this presentation, the learner will be able to identify negative thought patterns and tactics of interrupts to redirect them for positive change.
  • By attending this presentation, the learner will be able to define and practice the simple (but not easy) art of non-declarative facilitation.
  • By attending this presentation, the learner will be able to cultivate high performing teams by connecting to their drive.

 

Resistant personalities are a hurdle for any organization. Resistance should never be a barrier for engagement. Difficult team members and their personalities can be nurtured, not avoided stimulated, not drained met with curiosity, not judgment. Leaders can transform apathy by transforming their own approach to these complications. Recognizing cognitive distortions is challenging, but once you’re aware of the different types you can begin to interrupt and defuse them. Declarative statements in facilitation creates a diatribe, not a dialogue asking questions creates a discussion. High performing teams have a strong alignment to their drive: the connection between autonomy, mastery, and purpose.

  • “Positive Food for Negative Thoughts” - a handout of identifying negative thought patterns and ways to interrupt them for positive change
  • “Ask the Right Questions” – the subtle art of non-declarative facilitation to achieve the outcome you desire
  • “Vision Quest”– a guide for cultivating high performing teams by connecting to their drive (autonomy, mastery, and purpose).

  • Michael Cavanaugh
    Senior Training Specialist

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Future Proofing Talent: Upskilling and Reskilling in the AI Tech Revolution

Today, I am going to explain why I have this immense excitement and pride as we delve into the world of upskilling and reskilling our tech workforce. This will be a journey that promises not only success for our companies but also transformative benefits for our invaluable employees. Helping others achieve their career aspirations while also helping the company in parallel might just sound too good to be true, but it's not.I will also be covering what the expectations look like coming from our new generation of employees in and entering the workforce, what they value and what drives them away, it may not be what you think it is. I can tell you for sure, it's not flashy offices or beer on tap.


Key Takeaways:

  • Upskilling empowers employees to become pioneers in their fields, driving innovation and success for the company.
  • It opens doors to exciting career opportunities, helping employees surpass their own expectations.
  • Reskilling allows employees to explore new domains and pivot their careers while remaining an integral part of the tech ecosystem.
  • Upskilling brings job security, increased employability, and a sense of purpose in one's profession.
  • We also see higher job satisfaction, engagement, and overall happiness among employees.
  • By investing in upskilling, we create a thriving ecosystem where talent and innovation flourish, benefiting both the company and its invaluable team members.

  • Kevin Inman
    Senior Director SRE DevOPS

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Driving OE with a startup mindset

The imperative for operational excellence amplifies when the macro headwinds are strong. When operational excellence is activated, companies can emerge even stronger and become well positioned to advance faster in the next business growth cycle. ServiceNow is a top 10 enterprise software company, and the fastest to hit $1B in revenue in history. Patrick Tam shares how ServiceNow harnesses operational excellence to drive accelerated business performance in today’s dynamic economic climate.

  • Patrick Tam
    Vice President of Corporate Operational Excellence

Keynote | Peninsula 5-7 Exhibit Hall | Process Summit

Total Automation and process elimination. These are always planned discussed and celebrated as successes but are never really completed

  • Steven Allen
    Vice President

Roundtable Discussions (Table 1-3) | Peninsula 5-7 Exhibit Hall

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Networking Lunch | Atrium A&B/Broadwalk

One-to-One Business Meetings & Networking | Peninsula 4 Exhibit Hall

Award For Best Poster | Peninsula 4 Exhibit Hall

Closing Keynote Presentation

Keynote | Peninsula 5-7 Exhibit Hall | Main-Stage People Summit

Design Thinking - A Driver for Business Agility and Transformation

The right tools, techniques, and methods to accelerate change and unlock value is foundational to meaningful change. In many instances, suboptimal use of process and tooling can impede lasting change and result in underperformance and organizational inefficiencies. This discussion will explore design thinking as an accelerator for business agility and product/service innovation. We will explore contextual considerations for its application and discuss scenarios where the tool may not be the best fit for the change or desired outcomes.

Learning Objectives

  • Primer on the design thinking toolset
  • How to incorporate the design thinking toolset to unlock business value and transform
  • Understand the context and "fit" for using the tool
  • Understand organizational capabilities and outcomes that are enabled by design thinking
  • Review lessons learned from a case study
  • Q&A

  • Paul Moretti
    Vice President Enterprise Transformation & Chapter Lead

Keynote | Peninsula 4 Exhibit Hall | Process Summit

Driving Process Improvement in the World Around You

Learn about and how to leverage the Dragonfly Construct, a new process improvement methodology that challenges the status quo of how strategy is developed and implemented within a corporation and streamlines efficiencies to derive a new format for strategic management and process improvement.

Key Takeaways:

  • Understand what successful process improvement looks like
  • How to equip individual contributors and management with the tools and mindsets to encourage and drive process improvement at all layers of an
  • organization
  • Core processes of the Dragonfly Construct and how it can be applied into your personal lives
  • Sneak peak into the Dragonfly Construct Framework, a new process improvement framework for organizations, leveraging the Dragonfly Construct

  • Jordan Thurston
    SVP, Global Head of Regulatory Profile Management & Performance Analytics

Q&A Roundup and Chairperson’s Closing Remarks

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