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Business Transformation & Operational Excellence Summit & Industry Awards 2019

Table of Contents

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Developing Executive Problem Solving Behaviors

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

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

Key Takeaways

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

Click Here To View The Full Session Transcript And Recorded Session Video

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Targeting Value through Business Transformations

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From Business Case to Operational Processes

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

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

  • Identify high impact processes and transformation targets

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

  • Implement digital technologies in a process and people context

  • Enable an ongoing value-realization

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

Click Here To View The Full Session Transcript And Recorded Session Video

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The future of work with emerging technologies

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

Some highlights: 

  • Maturing tools & technologies are re-invigorating and modernizing continuous improvement efforts

  • RPA and AI are helping drive growth and excellence across all business units and next gen leaders

 

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

Takeaways:

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

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

Come and hear:

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

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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The experts have left the building, now what? A journey of transformation and continuous improvement

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  • Maintaining the attention, accountability and rigor for improvement after the consultants and subject matter experts are gone

  • Development of control and sustainability plans

  • Developing facilitation, project management, and performance improvement resources within the organization to continue improvement

  • Building a governing structure to oversee improvement projects

Click Here To View The Full Session Transcript And Recorded Session Video

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The experts have left the building, now what? A journey of transformation and continuous improvement

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The recipe for successful business transformation initiatives is the right blend of people, process, and technology.  Culture is a critical success factor, but is often overlooked.  

Key Takeaways:

  • The role of culture in transformation
  • Who drives culture
  • How to leverage process and technology to accelerate transformation 

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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Deploying Lean Management for Top Executive Teams

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

Session topics will include:

  • Approach to deploy Lean Management for top teams
  • Strategy deployment
  • Leadership behaviors, approach to enhance trust and transparency
  • Key elements to consider and lessons learned
  • Successes and impact to date as well as challenges ahead

Click Here To View The Full Session Transcript And Recorded Session Video

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Driving Cultural and Strategic Transformation with Disruptive Co-Innovation

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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Business transformation across industries, organization size, and maturity levels

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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Lean Business Transformation

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As part of RCM 3.0, we will discuss major shifts taking place in the Revenue Cycle space in Healthcare, the impact of those changes in RCM for providers/health systems. We will review capabilities and value propositions to the industry through reimagined RCM 3.0. We will discuss  value levers in RCM 3.0 and committed proven results.

Takeaways:

  • Levers that can be used to maximize collections
  • “Shift Left” strategy to accelerate cash
  • Initiatives to optimize costs

Click Here To View The Full Session Transcript And Recorded Session Video

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A Hybrid Engagement Model for Digital Transformation and Innovation in High Risk & Regulatory Environments

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

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

The End-User Endpoint Model

  • New IT Supply/Demand Business Model
  • Platform, not Product, Strategy

Transformation of Technology Paradigm

  • Elevate Technological Acumen
  • Implementation of Tiger Teams & Culturally Sensitive Centers of Excellence (COE’s)
  • New Time To Market: Innovate & Deploy Rapidly and with Illumination ( Broad   Proactive & Open Awareness)

Introspection vs Inspection

  • Learn more from your data
  • Finance drives the Program, Project and Pipeline
  • Governance, Oversight & Risk Management as a form of Procurement
  • Focus of Purpose, not Products

The Consumer: The “X” Factor

  •  Agile Awareness
  • The Consumer Journey
  • Partnered Dashboards & Scorecards

Click Here To View The Full Session Transcript And Recorded Session Video

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Strategy Execution and the case for Continuous Business Transformation

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As part of RCM 3.0, we will discuss major shifts taking place in the Revenue Cycle space in Healthcare, the impact of those changes in RCM for providers/health systems. We will review capabilities and value propositions to the industry through reimagined RCM 3.0. We will discuss  value levers in RCM 3.0 and committed proven results.

Takeaways:

  • Levers that can be used to maximize collections
  • “Shift Left” strategy to accelerate cash
  • Initiatives to optimize costs

Click Here To View The Full Session Transcript And Recorded Session Video

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

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

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

Click Here To View The Full Session Transcript And Recorded Session Video

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Launching a Process Innovation program for a cloud company

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While there are many presentations on continuing to grow and enhance process/continuous improvement programs this presentation provides unique insight if you want to understand how to create a tailored program from scratch with no top-down mandate.

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

Key takeaways of the session include: 

  • Creating a program tailored to company’s culture.  This covers assessing culture and process maturity (understanding current state, leading process projects), test and learn program building (tailoring process innovation approaches), and utilizing of own company’s products and other cloud tools.
  • Mobilizing commitment.  This includes finding and gaining support from process advocates, creating community of practice and launching recognition and rewards.
  • Lessons learned.  Key items you should consider if you are considering launching a program.

The speaker for this session, Byron Tatsumi, is a senior director at Salesforce and leads the company wide process innovation program.  He has more than 20 years of industry and consulting experience in strategic planning, business process improvement & transformation, business operations, and strategic sourcing. He has a strong background in strategy development and business plan implementation and considerable program, project, and change management experience.

Click Here To View The Full Session Transcript And Recorded Session Video

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Maintaining a Lean Start-up Culture while Scaling from start-up to $100million+/year in revenue

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Learn how to embrace the "growing pains" that come with scaling an organization from start-up phase to over $100million/year in revenue. In your path to scaling, maintain a lean culture with engaged staff and high employee net promoter scores. Ensure your employees feel valued, are working towards a common goal, and are being developed, all while having fun.

Key Takeaways:

  • How to instill a culture of continuous improvement (Kaizen)
  • Fostering an environment of high employee engagement
  • Closing the feedback loop with staff ideas
  • Personalizing rewards and recognition
  • Slaying your communication challenges

Click Here To View The Full Session Transcript And Recorded Session Video

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