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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.

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

Registration | Peninsula Reg Desk

Breakfast Served | Foyer Area Outside Workshop Rooms

Full Day Workshops A, B, C, D

Canaveral 1 Room | A | Pre-Summit Workshops

Excellence & Innovation Acceleration for Value Creation

Full day masterclass and exclusive cross-industry networking event description is below.

Excellence & Innovation Acceleration: Unleashing the Power of Great Leaders and Organizations

In a disrupted world, how do you build a culture and practices where extraordinary collaboration and innovation become ordinary? A high-performance organization that consistently delivers exponential leaders, growth and value creation in times of uncertainty and rapid change.

The key ingredients for enduring greatness are not what you see portrayed most often in the media. Great enduring organizations implement practical principles and disciplined mechanisms to create and scale excellence, innovation, the right technologies, and value creation within a culture of effective collaboration.

We will explore the benchmarks and practical insights from more than 1,000 award winning organizations on excellence, innovation, and cultural, business, and digital transformations for value creation. And how to blend disciplined innovation methods with elements of venture capitalism, crowdsourcing, and collaborative leadership to deliver rapid and sustainable business improvements and innovations in any industry.

Benefit from strategic and execution insights from high performing, cross-industry leaders, including:

  • How a Fortune 100 company identified, prioritized, and successfully executed more than 2,000 innovations yielding over $1 billion in additional earnings within 18 months
  • How its market value increased 18-fold by engaging all employees and implementing idea meritocracy systems for business excellence and innovation execution
  • How a 100+ year old Energy, Engineering, and Infrastructure company transformed its business on the face of technological disruptions to win multiple global excellence and innovation awards, and be ranked the #1 US company for leaders
  • What were the lessons learned from the first and largest Energy industry deployment of SAP Hana ERP systems and processes impacting 14,000 professionals across the enterprise
  • How the most innovative organizations in the world build and systematically execute innovation portfolios properly weighed for long term business sustainability and value creation

 

You will also learn:

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

 

Hands-On Experience Includes:

  • Exclusive cross-industry leader networking activities via team challenges to foster intense collaboration, and innovation across diverse business models
  • Interactive exercises demonstrating powerful Excellence & Innovation concepts in action, and the results they deliver
  • Review of award-winning Excellence & Innovation mechanisms, methods, and projects

 

What makes this masterclass special?

The interactive masterclass is led by the creator of the award-winning Excellence & Innovation program, Jose Pires. It is a comprehensive guide for leaders and practitioners, loaded with proven methods and backed by a strong, 25-year track record of results to accelerate innovation, collaborative leadership development, strategy execution, and value creation in any industry.

Its track record of innovation, leadership development, strategy execution and value creation has won multiple industry awards and accolades, including the Global Engineering and Construction Award of Excellence (Rice Global E&C Forum), the Top U.S. Private Company for Leaders (Chief Executive Magazine) and the Business Transformation & Operational Excellence World Summit award.

The program for Excellence & Innovation acceleration, culture, business, and digital transformation includes more than 50,000 professionals and over 5,000 organizations in energy, oil & gas, petrochemicals, power generation, infrastructure, engineering, construction, telecommunications, technology, retail, finance, banking, insurance, law, healthcare, transportation, electronics, semiconductors, food, manufacturing, education, government and non-profit organizations in more than 20 countries.

This exclusive masterclass for cross-industry senior and emerging leaders also includes:

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

 

About the Executive Masterclass Leader

José Pires serves as Excellence & Innovation (E&I) executive leader and advisor for companies ranging from startups to Fortune 50, where he oversees the global identification, prioritization and execution of high value business improvements and innovations for the companies, business partners and customers in multiple markets.

Pires has held Excellence & Innovation leadership positions in leading, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé), energy/water/telecommunications infrastructure (Black & Veatch) and oil & gas/energy (Andeavor-Marathon Petroleum) industries. Throughout his career, Pires developed and refined E&I as an award-winning program to accelerate innovation, leadership development, strategy execution and value creation globally.

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

He is an executive Lean Six Sigma Master Black Belt who 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.

  • Jose Pires
    CEO, Global Excellence & Innovation
  • Bart Schubert
    CEO

Canaveral 2 Room : B | Pre-Summit Workshops

Learning, Doing, and Transforming … Rapidly, Excellently, and Globally

For some, the operational excellence aspiration is ‘everyone a problem solver.’  For others, the transformational ambition is ‘continuous improvement for everyone.’  If you and your organization are or are planning to operationalize a similar strategic mandate, this master class and networking session is for you.  

Successfully leading an organization-wide initiative that engages everyone, constantly adds value, and always improves and innovates, can be a complex, daunting, and unforgiving challenge.  In this masterclass, designed for significant audience participation, OPEX leaders – through facilitated dialogue -- shall share ideas, insights, and experiences about how they and their organizations are mobilizing to achieve goals, assure strategic alignment, invigorate processes, thrill customers, delight stakeholders, accelerate speed to results, optimize resource utilization, excel at execution, and sustain long-term impact.  

Topics to be discussed include: 

  • Expectation practices that sustain commitment, especially with executives
  • Approaches that empower improvement and innovation at unprecedented speed,
  • Methodologies that reduce variation and assure execution consistency,
  • Capability building processes that turn knowledge into action and superior results 
  • Deployment execution disciplines that revere consistency, value, and scalability 
  • Mentoring structures that inspire mentees and energize activity/project outcomes, 
  • Automation that eliminates the waste inherent in most deployment processes,
  • Analytics that provide initiative-wide visibility and power data driven decisions
  •  Change management actions that garner buy-in and sustain momentum.

 

About your Workshop Leaders

Rob Stewart, co-founder and CEO, and his OpusWorks team specialize at enabling organizations such as Cargill, Cintas, the U.S. Air Force and many others to more rapidly and simply scale their Lean/Six Sigma/Problem Solving/Continuous Improvement initiatives.  He is passionate about how learning and systems can transform lives and improve performance. 

Ted Iverson is a former Senior Operations Expert with McKinsey & Company and has led business improvement transformations in many industries and cultures. His focus is global transformations including work on productivity, workflow improvement, alignment of costing and incentive systems, organizational design and purposeful employee engagement. He has been a Shingo Prize examiner for the past twenty-nine years.

 

Attendees of this masterclass are encouraged to bring their laptop computer so they can actively participate and contribute to the interactive discussion.

  • Robert Stewart
    CEO
  • Ted Iverson
    Snr. Advisor

Canaveral 3 Room l C | Pre-Summit Workshops

The Pizza Shop Experience: Designing Work for the Triple Win

The Pizza Simulation is a highly interactive, immersive, and memorable experience where you will learn how to improve organizational effectiveness, transform the customer experience, and maximize employee engagement. The simulation uses a context everybody is familiar with: a pizza delivery business. Over the course of just a few hours, you will embark on a journey to improve the performance of a business struggling  to meet customer expectations. You will be introduced to a few simple yet powerful tools and concepts to help you redesign work and apply the learnings immediately to achieve dramatic performance gains. The pizza simulation has been used with hundreds of companies from Fortune 100 to mid-size organizations to equip teams with the knowledge to fix work and achieve dramatic performance gains. 

You will learn how to:

  • fix work using proven strategies 
  • identify opportunities to improve your organization’s work design
  • assess your organization’s readiness for change 
  • develop an actionable plan to improve your operating model 

  • Thomas Bertels
    Founder and President

Mid-Morning Break Served | Foyer Area Outside Workshop Room

Lunch Served | Atrium B

Mid-Afternoon Break Served | Foyer Area Outside Workshop Rooms

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

Registration | Peninsula Reg Desk

Breakfast Served | Foyer Area Outside Workshop Rooms

4 Concurrent Workshops A1, B1, C1, D1

Canaveral 1 Room | A1 | Pre-Summit Workshops

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

Canaveral 2 Room | B1 | Pre-Summit Workshops

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

Canaveral 3 Room | C1 | Pre-Summit Workshops

Operating Model Masterclass: The Good Work Strategy

Decades of research show when employees experience their work as meaningful, they are more productive, creative, and loyal. But what can leaders do to create the conditions for employees to do their best work and build an agile operating model? 

The Operating Model Masterclass is designed to equip leaders with proven frameworks, tools, and strategies for designing work to deliver a triple win: improved productivity, increased engagement, and satisfied customers. 

Participants will learn how to create good, intrinsically motivating jobs and make operating model design decisions that maximize human potential. Additionally, they will learn how to identify opportunities and readiness for improving work design. 
 
Key Takeaways:

  • Understand the importance of designing work for humans
  • Identify opportunities for improving work design
  • Assess organizational readiness
  • Develop a work design strategy 

  • Thomas Bertels
    Founder and President

Biscayne 1 Room l D1 | Pre-Summit Workshops

The AI Innovation Gold Rush

The Challenge of Scaling AI Initiatives: Launching pilot AI projects is only the first step; scaling them to achieve significant impact involves transforming how work is conducted, moving beyond the quest for quick fixes.

The Importance of Human Insight: The reliance on AI for ideation could risk settling for subpar ideas. Human critical thinking remains irreplaceable, emphasizing the value of predictive AI in accelerating learning and making evidence-based decisions.

Principles Over Tactics for AI Implementation: In the fast-evolving AI landscape, adhering to core principles of value creation and driving change will determine organizational success, highlighting the importance of a culture that values speed of learning and rethinks value creation and delivery.

Empowering Teams for Innovation: To foster innovation, teams need empowerment within a framework where incentives align with organizational goals, urging leaders to cultivate collaborative relationships with stakeholders. This approach shifts focus from mere order execution to collectively discovering innovative solutions.

Use Cases In the Wild:  Looking at current real-world applications, using AI is demonstrating power tackle complex issues and streamline operations across various sectors.

Getting Started Using Pilot Teams: One of the simplest techniques for facilitating transition is pilot teams. Pilot teams allow the roll out of one or more aspects of a transformation to a limited part of the organization before implementing it more broadly. 

  • Michael Thomas
    Process Improvement Leader

Mid-Morning Break Served | Foyer Area Outside Workshop Rooms

4 Concurrent Workshops A2, B2, C2, D2

Canaveral 1 Room | A2 | Pre-Summit Workshops

Establishing an organizational change management office of the future

When you look across any modern industry or large organisation, the common ground is that most are attempting to keep up with the speed (and complexity) of change.

Whilst most organisations accept that the effective ability to manage organisational change is a critical differentiator for success, knowing ‘how’ to do that in an efficient and sustainable way is an ongoing ‘un-lock’, particularly since yesterday’s OCM playbook doesn’t always apply to today’s organisational challenges.

This session addresses this challenge and explores:-

  • Why an enterprise-level organisational change management function is critical and how it can (and should) optimise big strategy-level choices
  • Considerations for establishing a modern-day OCM function that’s right for today and ready for tomorrow
  • Shifting trends and new ways of building up enterprise-level organisational change management and transformation capability  

  • Isabella Manning
    Head of Organisational Change Management

Canaveral 2 Room | B2 | Pre-Summit Workshops

Supercharge Your Business Transformation

If you’re involved in a business transformation that seems stuck in the mud, you won’t want to miss this highly interactive session, where you’ll learn practical ways to supercharge your efforts!

While most companies are focused on the transformation process, the real gold is in the results! When you can shift your company’s mindset and implement practices that focus on outcomes, you’ll get leaders excited about transformation and the effort will quickly get unstuck and gain momentum.


Key Takeaways:

  • Learn how to set strategic goals with measurable outcomes
  • Discover new ways to speak to leadership to impact change
  • Explore how to unlock the potential of your workforce
  • Uncover ways to get your company focused on solutions.


  • Steve Claus
    SVP - Business Transformation

Canaveral 3 Room | C2 | Pre-Summit Workshops

Building AI into your transformation Process

Key takeaways:

  • How will you build AI acumen into your organization
  • AI Use Cases – how to build, selection and Champion to success
  • Transparency, Accountability and Governance on your companies AI journey

  • Cynthia Long
    Change Leader Continuous Improvement
  • Tiffany Rosik
    CEO

Biscayne 1 Room | D2 | Pre-Summit Workshops

Rules of Civility in a Sometimes-Uncivilized World from a Former US Congressman

Are you concerned about the decline in civility?  If so, you’re not alone. More than nine out of ten Americans, 93%, believe the erosion of civility is a problem. Polls blame divisive politicians, social media trolls, and shouting talking heads who tell us that ideological opponents are worthless.  It’s not too late to turn things around! Join us as speaker, Ric Keller, teaches us his simple rules for leading with civility in a sometimes uncivilized world. 

  • Ric Keller
    Speaker/Former Congressman/Attorney

Lunch Served in Atrium B

4 Concurrent Workshops A3, B3, C3, D3

Canaveral 1 Room | A3 | | Pre-Summit Workshops

Strategic Planning, Culture and Scenarios

Dive into the heart of strategic planning with our transformative workshop, designed for leaders seeking to bridge the crucial gap between strategy and execution. 

Discover how to navigate the often overlooked terrains of company culture and scenario planning, ensuring your strategic initiatives are not just visionary but also resilient and culturally coherent. 

Through world-class frameworks and proven methodologies, you'll gain the tools to seamlessly integrate essential elements into your strategic processes, aligning closer with your organization's core objectives. 

Join us to elevate your strategic planning and turn challenges into opportunities for success.

  • Understanding the Value of Culture in Strategy Execution: Discover how aligning strategy with organizational culture can significantly boost performance and success.
  • Strategic Resilience through Scenario Planning: Learn to craft scenarios that prepare your organization for the future, fostering resilience and adaptability.
  • Insights into Common Oversights: Uncover the reasons behind the frequent neglect of culture and scenario planning in strategic initiatives.
  • Practical Solutions and World-Class Frameworks: Gain access to actionable insights and methodologies for incorporating culture and scenarios into your strategic planning.

Dive into the heart of strategic planning with our transformative workshop, designed for leaders seeking to bridge the crucial gap between strategy and execution. Discover how to navigate the often overlooked terrains of company culture and scenario planning, ensuring your strategic initiatives are not just visionary but also resilient and culturally coherent. Through world-class frameworks and proven methodologies, you'll gain the tools to seamlessly integrate essential elements into your strategic processes, aligning closer with your organization's core objectives. Join us to elevate your strategic planning and turn challenges into opportunities for success.


4 key Takeaways


  • Understanding the Value of Culture in Strategy Execution
    : Discover how aligning strategy with organizational culture can significantly boost performance and success.

  • Strategic Resilience through Scenario Planning: Learn to craft scenarios that prepare your organization for the future, fostering resilience and adaptability.

  • Insights into Common Oversights: Uncover the reasons behind the frequent neglect of culture and scenario planning in strategic initiatives.

Practical Solutions and World-Class Frameworks: Gain access to actionable insights and methodologies for incorporating culture and scenarios into your strategic planning.

  • Bart Schubert
    CEO

Canaveral 2 Room | B3 | Pre-Summit Workshops

Employee Engagement and Retention Strategies: Creating a work environment that motivates and retains top talent.

Employee engagement and retention strategies are essential for organizations to attract and retain top talent, foster a positive work environment, and drive employee satisfaction and productivity.

Key Takeaways:

  • Foster a continuous learning and improvement culture by providing training and resources on effective communication in a diverse workplace. Encourage employees to share their experiences and insights to enhance understanding and collaboration.
  • Developing a culture of awareness and sensitivity by learning about different cultures, customs, and communication styles. Be respectful of cultural differences and adapt your communication approach accordingly.
  • Mitigating the adverse effects of turnover:  Turnover can negatively affect business transformation.
  • Effectively communicate in a diverse workplace fostering understanding, collaboration, and productivity among employees from different backgrounds, cultures, and perspective

 

To promote change and accelerate innovation, we must empower our teams to envision, create, and deliver products and services that distinguish our organizations. In the face of rapid changes to both the workforce and the workplace, where stagnancy is not an option, leaders must be open to adjusting their vision and approach.

  • Marnie Morgan
    Sr. Director Enterprise Operations, Service Delivery RICOH Digital Services

Canaveral 3 Room | C3 | Pre-Summit Workshops

Practitioners perspective : Delivering Operational efficiency using AI

Join Edgeverve for an insightful workshop on 'Practitioners' Perspective on Delivering Operational Efficiency Using AI, where we will delve into the dynamic interplay between human expertise and AI technologies.

In today's landscape, it's crucial to optimize both man and machine to drive productivity improvements, enhance customer and employee experiences, and fuel revenue growth. Edgeverve's workshop will explore practical strategies for empowering enterprises while leveraging AI advancements to automate routine tasks.

As we transition into the era of Gen AI, we will uncover innovative techniques to harness the full potential of AI, enabling humans to focus on complex decision-making processes.

Discover practical strategies on how to

  • Drive productivity improvement
  • Drive customer & employee Experience
  • Drive Revenue & Growth

Join Badri Devalla, PhD, to gain actionable insights and unlock newpossibilities for operational excellence in your organization.

  • Badri Devalla
    Associate VP, EdgeVerve
  • Madhur Naidu
    Senior Technical Manager
  • Kumar Abhinav
    Associate Director

Biscayne 1 Room | D3 | Pre-Summit Workshops

Understanding Information Lifecycles Workshop

Understanding Information Lifecycles Workshop


Information in the modern enterprise spans many different organizations, processes and systems overtime. Understanding how the entire information lifecycle supports business operations is critical fortransforming business capabilities and supporting IT systems.

Information Lifecycle Analysis and theresulting Diagrams provide unprecedented and detailed insight into Information needs of businessoperations. This new insight significantly reduces the risk associated with business transformation andassociated IT projects, and helps ensure the transformed business operation gets what it needs.

This Workshop will describe Information lifecycle analysis and provide hands on experience performingInformation Lifecycle Analysis on a simple business transformation problem.

  • Ian Phillips
    LM Fellow & Chief Data Architect

Mid-Afternoon Break Served | Foyer Area Outside Workshop Rooms

4 Concurrent Workshops A4, B4, C4, D4

Canaveral 1 Room | A4 | Pre-Summit Workshops

Architecture – key to unlock enterprise operational excellence.

Today’s enterprise leverages a complex ecosystem of customer, enterprise and employee digital products and services.  The day-to-day interaction of these products and services is a fabric of connections and varied requirements.  It is crucial to refine the lens of service commitment to a common framework of service expectations and objectives for a structured approach to integrated services delivery.

Key Takeaways/learnings

  1. Techniques to engage with product service teams and plot high level critical services across the enterprise.
  2. Distill Value Streams into critical services and service endpoints to assess resiliency.
  3. Correlate service endpoints into common service levels and instrumentation for automation and reporting
  4. Instill lifecycle concepts into teams for validation and incident accounting as a practice.

  • Thomas Ball
    Architect Lead

Canaveral 2 Room | B4 | Pre-Summit Workshops

“Taming Chaos: Delivering Successful Transformations with a Process-Based Framework”

Transformations fail at a staggering rate of 70%, often due to organizational complexity, leading to chaos. The key to success lies in achieving alignment, directing all resources towards transformational objectives. Central to achieving alignment is establishing a common language of processes that bridges diverse perspectives.

The Process Inventory Framework offers a comprehensive solution to address all transformation challenges in a unified manner. This workshop covers both the theoretical foundations and practical steps needed to deliver on your transformational agenda

  • The root cause of transformation failures
  • Why alignment is crucial for transformation success
  • What models and data integration are required for achievingalignment
  • How to create a process capability which is key to deliver sustained and value in your program
  • How this framework is the sole holistic solution to addressing critical transformation needs such as strategy definition, change management, operational excellence, agile enterprise architecture, and risk management.


The basis for this workshop is the book 'Digital Transformation Success' authored by Michael Schank. With over 25 years of consulting experience, Michael developed this framework as an antidote to the chaos he constantly encountered on complex programs.

This comprehensive guide details Michael's process-based framework for overcoming transformation challenges and delivering on your strategic aspirations. The book is available on Amazon at: https://a.co/d/gHg6BNx

  • Michael Schank
    Founder and Managing Director

Canaveral 3 Room | C4 | Pre-Summit Workshops | Pre-Summit Workshops

"Leveraging Artificial Intelligence (AI) Based Coaching in Business Transformations"

Using advanced AI tools to facilitate business transformations in organizational change. This approach integrates AI-driven analytics and machine learning to understand and predict employee responses to change. It personalizes coaching strategies for teams and individuals, improving adaptability and engagement. By analyzing patterns in behavior and feedback, AI chatbots offer tailored advice, enhancing decision-making and problem-solving. This modern method streamlines change processes, promoting a more agile, responsive, and effective organizational culture.

  • Develop a deep understanding of the primary challenges faced by individuals during business transformations, including resistance, motivation, and adaptation issues.
  • Learn how AI coaching can be utilized to effectively address and reduce the impact of these people-challenges in the change process, enhancing employee engagement and adaptability.
  • Impact of gaining real-time, organization-wide insights into human behaviors that significantly impact the success of change initiatives. This objective focuses on leveraging AI to analyze and interpret complex behavioral data.
  • Understand the specific role and responsibilities of a change management consultant (internal or external) in incorporating AI coaching into change strategies.

  • Robert Newland
    Chief Revenue Officer

Biscayne 1 Room | D4 | Pre-Summit Workshops

Improving Customer Satisfaction through Design Thinking

Overview:  Organizations are often challenged by the need to get a product to market quickly.  For many of these organizations they are so eager to get the product to market they fail to remain engaged with the customer throughout the product development process.  This can cause a significant disconnect between the customer and the product that is intended to address their needs.  This workshop will provide an overview of the design thinking framework, delve into how it can be used to ensure your product delivers to its intended purpose, and provide an opportunity to try the framework for yourself.

You will learn how to:

  • Leverage Design Thinking as a tool to keep your customer at the forefront of product design
  • Engage your team in the design thinking process
  • Create a foundation for designing and developing products that customers want and value
  • Create the environment and a culture where design thinking can thrive in your organization

  • Dr. Donna Bell
    Owner and Chief Business Consultant

Networking Welcome Reception| Peninsula 4 Room - Exhibit Hall

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

Registration | Peninsula Reg Desk

BTOES Exhibitor Hall Open | Peninsula 4 Room - Exhibit Hall

Breakfast & Networking | Peninsula 4 Room - Exhibit Hall

Welcome for Conference Chair & Chairperson’s Opening Remarks | Peninsula Room 1-3 - Main Stage

Opening Keynote - Presentation

Keynote | Peninsula 1-3 Room - Main Stage | People Summit | 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

Walk to next session time.

Networking & Refreshments | People Summit

Go to your selected track and session

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 1-3 Room - Main Stage | People Summit

The Insight Age

Join Joel Neeb, former VP of Execution and Transformation at VMWare, for an enlightening journey into how business transformation impacts people and the organization. You’ll learn lessons on aligning culture and operations to thrive in today's fast-evolving business landscape. Joel will reveal:  

  • How VMware transitioned from traditional software enterprise sales to a cutting-edge SaaS business model in 24 months, achieving $5 billion in Annual Recurring Revenue. 
  • Enterprise-proven transformational templates that streamlined VMware’s internal operations, tools, and culture toward a singular, unified vision. 
  • How OKRs were implemented for clear top-down alignment, connecting individual efforts with strategic direction, and more!

  • Joel "Thor" Neeb
    Former VP of Execution and Transformation

Moderator | Process Summit

Process Summit Day 1

Chairperson of the Process Summit Day 1 

  • Thomas Ball
    Architect Lead

Case Study Presentation | Canaveral 1 Room | 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

Moderator | Technology Summit

Technology Summit

Chairperson of the Technology Summit

  • Keith C. Norris
    CEO

Case Study Presentation | Canaveral 2 Room | Technology Summit

Process Mining & Modeling: The Yin and Yang of Process Intelligence

Continuous process improvement is a decades old concept, turning clunky, inefficient processes into the ideal versions of themselves. But process improvement in the digital age has moved on from stopwatches and sticky notes, ushering in a new category of software for process intelligence.  

Join us to have a look at how process intelligence software enables you to discover how your processes run today using process mining, collaboratively design the ideal versions of those processes using process modeling, and then close the gap to deliver continuous process improvement. 

Key Takeaways:

  • Understand how process intelligence software can help you on your continuous improvement journey 
  • Learn how to use process mining and modeling to accurately represent your current processes
  • Learn how to build actual gold standard process models (not just diagrams) that represent the ideal versions  of your processes  
  • Tune up your continuous process improvement initiatives by systematically comparing how your processes run today  against how you want them to run.

  • Dylan Boynton
    Sales Solution Engineer

Networking & Refreshments | Peninsula 4 Room - Exhibit Hall

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 1-3 Room - Main Stage | People 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

Case Study Presentation | Canaveral 1 Room | 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

Case Study Presentation | Canaveral 2 Room | Technology Summit

Accelerating Business Transformation through Digital First Service Delivery Model

In today's ever-evolving business landscape, senior operational and transformational leaders face the challenge of accelerating the creation of business value through digital transformation. Join us for a compelling presentation on "Unlocking Business Transformation: Embracing a Digital-First Service Delivery Model." Explore key strategies to navigate this transformative journey and lead your teams to success. Learn to organize agile teams effectively, maximize the ROI of technical investments, and craft a true north vision that empowers you to cut non-essential tasks, fostering a dynamic, customer-centric digital-first approach.

Key Takeaways:

  • True North Vision: Craft and communicate a clear, inspiring vision that guides your digital transformation journey.
  • Customer Centric Focus: Embrace a customer-centric mindset to drive a digital-first service delivery model that delights and retains clients.
  • Strategic Work Prioritization: Learn techniques to identify and eliminate low-value, non-strategic work, enhancing overall efficiency in your change portfolio.
  • Agile Team Excellence: Discover how to structure and lead agile teams for optimal performance and adaptability.
  • Optimizing Technical Investments: Uncover ways to extract maximum value from technology investments and ensure alignment with business goals

  • Matthew Marino
    VP Digital Capabilities

Mid Morning Refreshment Served | Peninsula 4 Room - Exhibit Hall

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

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula1-3 Room - Main Stage | People Summit

The Transformation Story of Virgin Australia Airline (from administration to recovery and growth)

Isabella Manning (Head of Virgin Australia's Organisational Change) presents the Transformation Story of Virgin Australia Airline. 

After going into administration following the devastation caused by COVID, Isabella share's how we reshaped the transformation agenda to drive sustainable business recovery and growth – against the odds. We will cover what worked, what didn’t - the pitfalls to avoid, and insights on the recipe, using concrete examples, that emerged about how to reinvent the business and sustain hard won results. 

The story will touch on how we managed complex, adaptive organisational challenges in parallel with immediate, tactical and operational change priorities – all in the context of an extremely disengaged frontline workforce, lagging productivity, fierce competition, an Initial Public Offering (IPO) and the looming reality of changing market conditions and rising headwinds.

  • Isabella Manning
    Head of Organisational Change Management

Case Study Presentation | Canaveral 1 Room | Process Summit

Innovation in Unexpected Places: Service Delivery

Join us for a modern exploration of the future of service delivery and customer experience at Ricoh. Industry expert, Dr. Marlene Kolodziej, DBA, ITIL will outline technological developments and lessons from her service delivery team. 

  • Shift Left, Grow Stronger: Discover how to revolutionize your approach by empowering employees with automated solutions that free up valuable resources.
  • From Knowledge Contributors to Innovators: Learn how to develop team members into pioneers in knowledge creation and solution development, driving value for your customers and clients.
  • Redefine Support Services with AI and ChatGPT: Get a look at how to harness new technology to provide seamless support services and elevate customer experiences.
  • Remote Resolution & Knowledge-Centered Services: Dive into Ricoh strategies that worked for remote issue resolution, knowledge-centered services, and encouraging continuous innovation that keeps teams agile and one step ahead in the industry.
  • Expanding Horizons: Explore the dynamic landscape of service delivery, including insights on automation, AI, and processes that redefine the customer support experience.

 

  • Dr. Marlene Kolodziej
    Senior Vice President, Service Delivery RICOH Digital Services

Keynote | Canaveral 2 Room | Technology 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

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula1-3 Room - Main Stage | People Summit

A Human-Centered Approach to Business Transformation

The journey to combine two companies into one is a complex, multi-year effort, requiring significant coordination, collaboration and management of interdependencies to drive engagement in the strategy. After a leading Fortune 100 global biopharma company engaged in the largest acquisition in pharmaceutical history, it looked to Gagen MacDonald to address the employee experience to ensure they achieved their post-merger integration goals.  

Over three years, the Gagen MacDonald team built a comprehensive global integrated CM&C program that included a scalable and inclusive governance structure, flexible and repeatable processes and tools, and a clear and consistent stakeholder experience to be customized in market to inform, inspire and engage employees during their integration change journey.  

This session will dive into learnings from this PMI work and explore how businesses can keep their people center stage as they work to reimagine their strategies, structures and cultures. 


Key takeaways:

  • Developing a strong employee pulse and listening organization: Learn how change impact assessments can guide transformation work and drive change adoption. 
  • Getting “glocal”: Learn how a global transformation initiative can — and must — still be tailored around people’s specific roles, regions and realities. 
  • An intersectional approach to change: Learn why the most successful business transformations leverage principles of change management, internal communications and human-centered design. 
  • A framework for transformation: Learn about Gagen MacDonald’s Three Things that Change Everything™ and how these three factors can help bring clarity and efficacy to transformation initiatives. 

  • Hillary Goodman
    Managing Director

Case Study Presentation | Canaveral 1 Room | Process Summit

Managing Change with Digital Business Process Management

While many business applications continue to evolve with new digital technologies, applications specific to Business Process Management have lagged until now.  Digital technology is now being applied to the traditional methods of Business Process Management to make process managers and business leaders more effective and efficient in improving business performance and managing ongoing change within their enterprises. 

Key Takeaways:

At the conclusion of this session, audience members will:

  • Understand their importance in the performance of their companies
  • Understand how digital technology is provided unprecedented visibility and clarity of process issues
  • Understand how a collaborative process management capability will improve their ability to manage ongoing change and performance improvement

  • Jack Moloney
    Senior Director – Global Strategic Customer Transformations

Case Study Presentation | Canaveral 2 Room | 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 Room - Exhibit Hall

Networking Lunch | Atrium A&B/Broadwalk

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 1-3 Room - 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

Case Study Presentation | Canaveral 1 Room | Process Summit

Bridging The Gap Between Process Excellence and Automation: How It All Comes Together

In modern business transformation, the need for quick and impactful results demands an intricate balance of process excellence and automation. A framework built on lean processes helps to empower and potentialize the benefits of technological integrations. Success today is no longer solely about adopting cutting-edge technologies; it hinges on the careful orchestration of all the parts involved.

Process improvement expert Brent Roberts will explore the critical role of bridging the gap between process excellence and automation and show how synergy between the two has the power to drive transformative outcomes.

Key takeaways:

  • Strategic Selectivity: Learn how to prioritize transformation efforts in line with your business goals, ensuring that you focus on the most impactful initiatives.
  • Comprehensive understanding: Gain insights into the capabilities and limitations of automation technologies and how to integrate them effectively into your transformation plans.
  • Holistic approach: Embrace a holistic view of transformation that considers the needs of both processes and people.
  • Measured progress: Discover the importance of implementing monitoring and evaluation systems to track progress

 

  • Brent Roberts
    Director Process Excellence and Mining

Case Study Presentation | Canaveral 2 Room | Technology Summit

Leveraging AI in Digital Transformation – A Practitioner’s Perspective

In today's business environment, organizations grapple with a pressing issue – Only 20% of organizations achieved desired digital transformation outcomes [Cite McKinsey Reference: Why do most transformations fail? A conversation with Harry Robinson (mckinsey.com)]. There are several causes, the most consequential of which are Operating in Silos, Suboptimal tech investments and Point solutions. As a business operations and IT Transformation partner to Global 2000 Enterprises, we have identified interventions uniquely brought in by AI to Enterprise Business and IT Operations. These interventions are brought in an AI-powered platform, unifying disparate technologies, to drive success in Process, Data and Technology transformations. We will present what and how PolarisEdge helps our clients succeed in their Digital Transformation journey.

PolarisEdge , an AI-powered platform that bridges silos in people, processes, data, and technology for enterprises, amplifying the value of their existing digital core investments. PolarisEdge, which is part of Infosys Topaz, an AI-first set of services, solutions and platforms using generative AI technologies, strategically responds to the evolving needs of modern enterprises.

Join Badri Devalla, PhD, Associate VP, EdgeVerve to understand the need for a platform like PolarisEdge, which bridges the value gap, offering a strategic overlay that enhances the success of digital transformation programs

  • Unlock efficiency at scale - redefine operational efficiency by digitizing and automating complex business processes, enabling enterprises to achieve a high degree of Straight through processing.
  • Amplify Human Potential - drive productivity while enabling enterprises to engage in a more human-centric way with their customers, employees, and partners.
  • Harnessing the power of Connected Ecosystemmaximize value for end customers through strategic collaboration and integrated journeys.

*Source - Why do most transformations fail? A conversation with Harry Robinson

  • Badri Devalla
    Associate VP, EdgeVerve

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

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 1-3 Room - Main Stage | People Summit

Go Fish - An Alternative Approach to Building Your Organization’s Change Capability When Resources Are Scarce

Thriving organizations are adept at change - yet many have little to no budget and/or headcount to invest in a formal change capability.  Is there a viable alternative? We will explore how people at Lilly used a grassroots approach to cultivate an endemic change capability that is enabling important changes all over the organization.

  • Creating something from nothing. Imagining an alternative approach to creating a change capability in your organization
  • Encouraging organic collaborations that defy organizational silos
  • Reaping tangible benefits for the business, risks and realities

  • Tami Beheler
    Sr Director End-to-End Process Excellence

Case Study Presentation | Canaveral 1 Room | Process Summit

Process-led Digital Transformation: Mastering the Journey towards the Composable Enterprise

Process-led Digital Transformation: Mastering the Journey towards the Composable Enterprise

Agility, Flexibility, Innovation and Efficiency are key topics for basically every organization. The composable enterprise is a framework that helps companies realize those values. But how can we make this vision happen without boiling the ocean and creating a situation our organization cannot handle: The answer is Process-led Digital Transformation

This approach prioritizes initiatives to target best value and touch business process in scope the right way. It standardizes processes appropriately to simplify the journey, optimizes toward the defined goals leveraging the business impact of digital technologies and innovates where appropriate.Achieved results are sustained through a simple flexible governance approach.

This presentation illustrates Process-led Digital Transformation using real cases from financial firms as well as technology manufacturers

Key takeaways:

  • Understand vision and value of the composable enterprise.
  • Learn how process-led digital transformation organizes the journey.
  • Get an idea on how to standardize, optimize and innovate processes pragmatically.
  • Learn how to keep the transformed processes on track though appropriate governance

  • Dr. Mathias Kirchmer
    Managing Director

Case Study Presentation | Canaveral 2 Room | Technology Summit | Technology Summit

Who's The Sidekick Now? Where and how PEOPLE matter in the world of BPM AI

With the rise and promise of AI in Business Process Management (BPM), it's natural to wonder how human actors fit into the rapidly evolving improvement cycle. What does it mean for us, what are the future knowledge worker jobs in Process and Architecture, and how can we best prepare for our new future – Augmented BPM?

In this session, we'll delve into the intricate relationship between humans and AI in the realm of BPM, exploring not only the implications but also the opportunities it presents. We'll address pressing questions such as:

What can AI reasonably and reliably figure out on its own? Understanding the extent of AI's capabilities is crucial in determining where human intervention remains essential for optimal BPM outcomes.

What knowledge tasks can (and should) human actors exclusively perform in an AI-powered environment? Identifying the unique cognitive abilities and creative insights that humans bring to the table is vital for carving out their indispensable roles in the BPM landscape.

How should AI and humans work hand-in-hand to complement each other and drive operational excellence? Discovering synergistic approaches where AI augments human decision-making and vice versa is key to unlocking the full potential of augmented BPM.

Join us as we navigate these critical considerations, shedding light on the evolving dynamics of human-AI collaboration in BPM. Additionally, we'll showcase a selection of early value cases that highlight the transformative impact of AI-powered business process management practices, offering tangible insights and inspiration for organizations seeking to harness the power of augmented BPM

  • Nelson de la Cruz
    Senior Business Transformation Architect

Chairperson’s Closing Remarks | Peninsula 1-3 Room - Main Stage

Break into 2 Concurrent Tracks - Process & Technology

Case Study Presentation | Canaveral 1 Room | Process Summit

Achieving Success at the intersection of Project Management, Lean Process Improvement and Change Management

Now more than ever, the workforce is in the driver’s seat, especially in healthcare. We, as employers need to create a desirable environment where staff feel valued, and supported, and want to come in each day knowing they have the time and resources to do the work they love and less of the stuff they don’t

When it comes to strategic execution or transformation work, traditional project management won’t get us there; we need to engage the doers in problem-solving and help them embrace the changes and reasons why. 

Care New England is finding its success at the intersection of Project Management, Process Improvement, and Organizational Change Management


Key takeaway:

  • There is a time and place for each method independently (Project management, process improvement, and Change Leadership)
  • We must engage the workforce at all levels, ensuring they feel heard, and follow through
  • Developing this culture is a long game
  • Building a team of Unicorns to drive transformation

  • Erin Pelletier
    Director of Operational Excellence

Case Study Presentation | Canaveral 2 Room | Technology Summit

5 Killer AI-driven apps to drive better decision-making in operations

Everyone is talking about AI. But, enough of the hype – what does this really mean for Operational leaders? 

In this session, we’ll explore how ready we are in operations to leverage AI to drive better decision-making. Understand why our data is holding us back and what we can do about it.

Plus see 5 real-world examples of where AI is already a reality and making an impact to decision-making in operations teams.

Topics to be covered:

  • Get real with AI – discover the latest global research showing AI-adoption trends in operations 
  • Explore the 4 most common data challenges holding operations back to maximize the benefits of AI
  • Learn about 5 AI-driven apps that will shape operational decision-making in 2024

 

  • Bhavesh Vaghela
    Chief Marketing Officer

Mid Afternoon Refreshment Served | Peninsula 4 Room - Exhibit Hall

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

Break into 2 Concurrent Tracks - Process & Technology

Case Study Presentation | Canaveral 1 Room | 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

Technology | Canaveral 2 Room | Technology Summit

Role of Data and Culture in Driving Technology Enabled Business Transformation

Key Takeaways:

  • Even though data and culture may appear to be two opposite ends of the spectrum, they are closely related and need to work together to make any transformation a success
  • Data as an oil is a cliché statement but even more Important in today’s world that is leveraging not just structured tools such as ERPs and edge solutions but increasingly positioned to use AI/ML in processes and daily activities.  Cannot change the fundamental equation of “garbage in and garbage out”
  • Paves the way for data consumption  (aka business) to help play a key role in driving what information is needed to drive success through the business
  • Enables the business to re-think its approach to adopting new solutions – they are not being given to them but they define how these solutions are utilized
  • Share some learnings from experience

  • Monika Mangla
    former Digital Transformation Program Manager

Awards Reception | Peninsula 1-3 Room - Main Stage

Awards Ceremony | Peninsula 1-3 Room - Main Stage

Award Finalists | Peninsula 1-3 | People Summit

Award Finalists

Business Transformation & Operational Excellence Industry Awards 2024 - Finalists Announced. 

We are proud to announce the finalists from 16 categories selected by the independent judging panel, for the 2024 Business Transformation & Operational Excellence Industry Awards program.

For a brief summary detailing each finalist entry, please click here.

Click here to view the 2024 Awards Finalist Roll Call 

Awards After Party | Peninsula 1-3 Room - Main Stage

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

Registration | Peninsula Reg Desk

Breakfast & Networking | Peninsula 4 Room - Exhibit Hall

BTOES Exhibitor Hall Open | Peninsula 4 Room - Exhibit Hall

Award Winners Panel Discussion

Peninsula 1-3 Room - Main Stage | People Summit

Awards Winners Panel

Keynote | Peninsula1-3 Room - Main Stage | People Summit

Keynote | Peninsula 1-3 Room - Main Stage | | People Summit

Scaling Innovation: Solving the Innovation Adoption Problem

A 'Fireside Chat' between two leaders in the space.

  • William "Brou" Gautier
    Director Spark Tank and Enterprise Performance Management
  • Jose Pires
    CEO, Global Excellence & Innovation

Award Finalists Showcase Presentations

Case Study Presentation | Canaveral 1 Room | Process Summit

Award Finalists Showcase Presentations
  1. Patrick Tam, VP of Operational Excellence, ServiceNow - Operational Excellence at ServiceNow - Driving Enterprise Operational Leverage - Best Achievement in Operational Excellence to deliver an outstanding Value Creation or Innovation Execution project
  2. Michelle Therrien, Senior Director, Consulting, Gagen MacDonald - Gagen MacDonald's Human-Focused Approach to an M&A Integration - Best Achievement in Operational Excellence to deliver Business Transformation
  3. John Smalley, Senior Director, Customer Solutions, MSC Industrial Supply - MSC Industrial Supply Immerses Itself into the Metaverse - Best Achievement in a Metaverse Project
  4. Jack Moloney - Senior Director - Strategic Customer Transformation, SAP Signavio
  5. Brianna Elsass, Vice President and Head, US Digital Servicing and Technology, Bank of Montreal - BMO Green to Blue - Best Achievement in Operational Excellence to deliver Digital Transformation

 

 

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

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula1-3 Room - Main Stage | People Summit

Mastering the Art of Leadership Communication & Storytelling from a Former US Congressman

Two-thirds of managers (69%) are uncomfortable communicating with employees, according to the Harvard Business Review. Ric weaves together humorous anecdotes, research-based studies, and best practices to show you how embracing authenticity, civility and the power of storytelling will help you communicate with clarity, connect with your team, and lead with vision. “The most powerful person in the world is the storyteller,” said Steve Jobs. “The storyteller sets the vision, values, and agenda of an entire generation.”


As a result of attending this program, attendees will learn:

  • How to use the Three Rules of Civility in a Sometimes-Uncivilized World™ to handle hostile confrontations and communicate in a respectful way
  • How to connect, communicate and persuade effectively by embracing vulnerability,authenticity, and the power of self-deprecating humor
  • How to use a proven, three-part storytelling framework to win hearts, open minds and getresults
  • How to create a positive workplace climate where team members feel valued, motivatedand happy

 

  • Ric Keller
    Speaker/Former Congressman/Attorney

Moderator | Process Summit | Canaveral 1 Room | Process Summit

Chairperson

Chairperson Process Summit Day 2

  • Dylan Boynton
    Sales Solution Engineer

Case Study Presentation | Canaveral 1 Room | Process 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

Case Study Presentation | Canaveral 2 Room | Technology 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

Mid Morning Refreshment Served | Peninsula 4 Room - Exhibit Hall

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

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula 1-3 Room - 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

Case Study Presentation | Canaveral 1 Room | Process Summit

Lean Strategy and Transformational Leadership

Lean strategy principles were originally implemented primarily in auto and aerospace production systems in the past. For the last 2 decades, it has been recognized by other industries such as IT, education, etc. and implemented in their business models as well. Having worked in various industries, I have successfully deployed the 5 principles of Lean strategy with proven record of success. Industry culture and transformational leadership have been strongly tied to the success of Lean implementation. 

Key takeaways: 

  • Why Lean fails in certain businesses
  • Leadership model transformation challenges in hierarchical cultures
  • Strategies on successful Lean implementation

  • Emily Bosh
    Senior Program Manager

Case Study Presentation | Canaveral 2 Room | Technology Summit

Technology Operating Model (C3EI): How do companies operate in post-pandemic world to create Customer centric lean, agile Operating model for faster speed-2-market
  • Collaborative Ecosystem: Foster a culture of collaboration by creating an ecosystem that enables cross-functional collaboration. This includes implementing communication tools and platforms that facilitate seamless communication and knowledge sharing across teams and departments. Encourage the formation of cross-functional teams to tackle complex challenges and drive innovation collaboratively. 
  • Enterprise Mindset: Adopt an enterprise mindset by promoting the idea of thinking locally while implementing globally. Establish a unified platform or system that serves as the backbone for the entire organization, enabling standardized processes and seamless integration across various business units and regions. Ensure that this platform is flexible enough to accommodate local variations and requirements while maintaining global consistency and scalability.
  • Empowerment and Decision-Making: Empower employees by implementing a product-centric model that decentralizes decision-making and pushes authority to the right level and competency. Create autonomous product teams responsible for end-to-end delivery, equipped with the authority to make decisions at the appropriate level. Provide these teams with the necessary resources, training, and support to execute their responsibilities effectively. 
  • Entrepreneurial Spirit: Cultivate an entrepreneurial spirit within the organization by fostering self-orchestrated teams that are empowered to innovate and create solutions independently. Encourage a fail-fast mentality by providing a safe environment for experimentation and learning from failures. Celebrate and reward entrepreneurial behavior, encouraging employees to take calculated risks and explore new opportunities for growth and innovation.
  • Continuous Improvement and Feedback Loop: Establish a continuous improvement culture by implementing mechanisms for soliciting feedback from employees, customers, and other stakeholders. Encourage regular retrospectives to reflect on past performance and identify opportunities for improvement. Use data and metrics to track progress, measure outcomes, and make data-driven decisions to iterate and refine the operating model over time.
By integrating these aspects into the organization's operating model, you can create a dynamic and adaptive framework that fosters collaboration, embraces innovation, empowers employees, and drives sustainable growth and success.

  • Ashish Chopra
    Chief Information Officer

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote | Peninsula1-3 Room - Main Stage | People Summit

Go for Extraordinary: Setting the Stage for Collaboration, Excellence, Innovation and Cultural Transformation

We will explore the benchmarks and practical insights from more than 1,000 award winning organizations on excellence, innovation, and cultural, business, and digital transformations for value creation. 

How to blend disciplined innovation methods with elements of venture capitalism, crowdsourcing, and collaborative leadership to deliver rapid and sustainable improvements and innovations in any industry.

 

  • Jose Pires
    CEO, Global Excellence & Innovation

Case Study Presentation | Canaveral 1 Room | 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

Case Study Presentation | Canaveral 2 Room | Technology Summit

The Intersection of Quality and Innovation: A Mobility Perspective

Mobility companies are introducing new consumer facing technology at a rapid pace.  This speed of innovation introduces a challenge for manufacturers to balance new technologies with impacts to product quality.  This session is intended to address the conflict between innovation and quality and propose approaches to positively address these sometimes opposing corporate strategies.


Takeaways or learning points that attendees will gain from the session:

 

  • Provides a refresher on the history of Innovation and Quality in product manufacturing
  • Understand the conflict between innovation and quality in literature
  • Learn about recent and real scenarios that suggest introducing new technologies with high quality is a challenge for manufacturers
  • Become familiar with the organizational characteristics that drive corporate performance as it relates to quality and innovation
  • Learn strategies to address these two, sometimes opposing corporate strategies

  • Dr. Donna Bell
    Owner and Chief Business Consultant

Break into 3 Concurrent Tracks - People, Process, Technology

Keynote - Peninsula1-3 Room - Main Stage | People Summit

“The Apollo Syndrome: Why Talented Teams Underperform Expectations”

  • Michael Thomas
    Process Improvement Leader

Case Study Presentation | Canaveral 2 Room | Technology Summit

Using Process Mining to transform KAIZEN from traditional to digital"

In this presentation, we delve into the transformative journey of KAIZEN, exploring its evolution from a traditional framework to a digital powerhouse through the integration of Process Mining. We spotlight Fujitsu's pioneering approach, showcasing how leveraging shop-floor data propels continuous improvement and embeds sustainability into core operational processes. Attendees will uncover the strategic advantages of this evidence-based approach, including significant reductions in data analysis time and the accelerated identification and elimination of inefficiencies. The session also navigates through the pivotal challenges encountered and the invaluable lessons learned, providing a comprehensive roadmap for digital excellence in process optimization.


Key topics:

  • Understanding the role of Process Mining in transitioning KAIZEN from a traditional framework to a digital-first approach.
  • Insights into how Fujitsu is redefining operational efficiency and sustainability by harnessing shop-floor data.
  • Strategies for reducing data analysis time, thereby expediting the process improvement lifecycle.
  • Practical approaches for identifying and eliminating wasteful practices to streamline operations.
  • An exploration of the major challenges faced during this digital transformation and the strategies to overcome them.
  • Lessons learned from Fujitsu's journey, offering a blueprint for successful integration of Process Mining into continuous improvement initiatives.

  • Lincoln Kirsten
    Senior Director

Keynote | Canaveral 1 Room | Process Summit

Transforming R&D Biopharma through Operational Excellence

The biopharmaceutical R&D value stream process is complex, lengthy (10 years average to develop abiologics drug from discovery to commercial launch) and highly matrixed. It consists of technical processes which interfaces with various business processes needed to enable the drug development process.

In addition, the R&D environment naturally focusses on “scientific excellence” and faces cultural challenges to embrace “operational excellence”. Thus, the long lead time to develop a drug combined with the highly matrix interfaces and cultural barriers makes it challenging to develop an operational excellence roadmap for R&D. This presentation will demonstrate the impact of applying OperationalExcellence to drive transformation for R&D.

The presentation will include:

  •  Challenges in applying operational excellence in R&D (organizational & cultural)
  • How to develop an Operational Excellence roadmap in R&D
  • Examples of case studies
  • Best practices & lessons learned

Key Takeways:
Operational Excellence in R&D:

  •  is very young compared to manufacturing & service businesses
  • more complex than manufacturing (highly matrix)
  • requires transversal collaboration to be successful (highly matrix)
  • requires adaptation of traditional OE methodologies & tools to fit R&D value stream and processes
  • requires cultural change within the organization. However, this presentation demonstrates the impact of applying Operational Excellence to drive transformation for R&D
  • transform R&D into an efficient, effective and high performing organization
  • help drive scientific excellence in R&D

  • Vatsala Sadasivan
    Global Operational Excellence Lead

Networking Lunch | Atrium A&B/Broadwalk

Roundtable Discussions

Peninsula 1-3 Room - Main Stage | People Summit

Roundtable Discussion
  • Ashish Chopra, Chief Information Officer, TDECU: Table 1
  • Spencer O'Leary, CEO of North America, ActiveOps: Table 2
  • Dr. Marlene Kolodziej, Senior Vice President, Service Delivery RICOH Digital Services at Ricoh North America: Table 3
  • Brou Gautier,Department of the Air Force's Director Spark Tank and Enterprise Performance Management, Depart of the United States Air Force: Table 4
  • Matthew Marino, VP Product Owner, Customer and Digital Team, Prudential: Table 5
  • Ken Fredman, VP, Head of Editorial, Design and Publishing, S&P Global: Table 6
  • Jack Moloney, Senior Director - Strategic Customer Transformation, SAP Signavio: Table 7
  • Ian Phillips, LM Fellow & Chief Data Architect, Lockheed Martin: Table 8
  • Nelson de la Cruz, Senior Business Transformation Architect, Software AG: Table 10
  • Michael Schank, Founder & Managing Director, Process Inventory Advisors: Table 11
  • Hillary Goodman, Managing Director, Gagen MacDonald: Table 12
  • Steve Claus, SVP - Business Transformation, Hyperdrive Agile: Table 13
  • Dylan Boynton, Sales Solution Engineer, iGrafx: Table 14
  • Badri Devalla, Associate VP, EdgeVerve: Table 15
  • Jon Miciano, Senior Innovation  Engineer, SS&C | Blue Prism: Table 16
  • Shannon Brown-Hess, Senior Director of Customer Success, CallMiner: Table 17
  • Randy Clark, VP Sales, KPI Fire: Table 19
  • Vatsala Sadasivan, Global Head Operational Excellence, Sanofi: Table 20

 

Though this roundtable session is scheduled to finish at 2:45 pm, you are welcome to continue if you do not wish to attend the other session rooms.

  • Ashish Chopra
    Chief Information Officer
  • Matthew Marino
    VP Digital Capabilities
  • Dr. Marlene Kolodziej
    Senior Vice President, Service Delivery RICOH Digital Services
  • Ian Phillips
    LM Fellow & Chief Data Architect
  • Jack Moloney
    Senior Director – Global Strategic Customer Transformations
  • Ken Fredman
    VP, Head of Editorial, Design and Publishing
  • Hillary Goodman
    Managing Director
  • Badri Devalla
    Associate VP, EdgeVerve
  • Spencer O'Leary
    CEO of North America
  • Steve Claus
    SVP - Business Transformation
  • Dylan Boynton
    Sales Solution Engineer
  • Shannon Brown-Hess
    Senior Director of Customer Success
  • Randy Clark
    VP of Sales
  • Nelson de la Cruz
    Senior Business Transformation Architect
  • Michael Schank
    Founder and Managing Director
  • Vatsala Sadasivan
    Global Operational Excellence Lead
  • William "Brou" Gautier
    Director Spark Tank and Enterprise Performance Management
  • Jonathan Miciano
    Senior Innovation Engineer

Award For Best Poster | Peninsula 1-3 Room - Main Stage

Q&A Roundup and Chairperson’s Closing Remarks | Peninsula 1-3 Room - Main Stage

Break into 2 Concurrent Tracks - People, Process, Technology

Case Study Presentation | Canaveral 1 Room | 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

Case Study Presentation | Canaveral 2 Room | Technology Summit

A message from the frontline for the frontline - Employee readiness throughout the digital transformation journey.

Frontline workers want to understand how technology and artificial intelligence can elevate their work. We will do a deep dive into empowering frontline teams and exploring strategies and the benefits of giving them the tools and autonomy they need to excel in their roles. Driving innovation to customer satisfaction, empowering frontline teams is critical to employee readiness through an organization's digital transformation journey. This session will cover a people-first mindset and how we should prepare the workforce for the changes ahead. As artificial intelligence continues to reshare industries, preparing the frontline workforce for this revolution is crucial.

 Key Takeaways:

  •  A people-first approach to technology-providing the frontline worker with the right technology that empowers them to leverage their skills and expertise to drive positive outcomes.
  • Cultivating top-producing frontline teams
  • Creating a culture where frontline workers can grow. Frontline worker to knowledge worker.
  • As artificial intelligence continues to reshare industries, preparing the frontline workforce for this revolution is crucial. By nature, change involves taking risks and risks often evoke a sense of fear so leaders must work to inspire, empower, and energize their teams


  • Marnie Morgan
    Sr. Director Enterprise Operations, Service Delivery RICOH Digital Services

Additional information