MAIN DAY TWO: Monday, June 24, 2024

8:00 am - 8:50 am CDT NETWORKING BREAKFAST

Join your peers for a delicious breakfast and lively conversation.

8:50 am - 9:00 am CDT CHAIRPERSON’S OPENING REMARKS


9:00 am - 9:45 am CDT HYPERAUTOMATION TO DRIVE AUTOMATION OPTIMIZATION

Rameshwar Balanagu - Chief Enterprise Architect, UNFI

As enterprise automation leaders, you’re certainly very aware of hyperautomation and how it’s a complex integration of a wide array of IA technologies that can rapidly automate and augment complex business processes - and optimize a wide array of automation programs. That said, you’re also very familiar with the technical and program management challenges associated with hyperautomation programs, which there are many. However, considering the rewards it can offer an enterprise organization, it’s certainly something worth discussing with your peers, so to be able to better execute on your current or upcoming hyperautomation program rollouts.

In this session, topics of discussion will include, yet will not be limited to:

  • Hyperautomation capabilities and potential use cases
  • Data governance, quality, and optimization
  • Technical, infrastructure, and workforce requirements
  • Common challenges and potential solutions surrounding planning and implementing hyperautomation initiatives
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Rameshwar Balanagu

Chief Enterprise Architect
UNFI

9:45 am - 10:15 am CDT CONVERSATIONAL AI TO ENHANCE CUSTOMER EXPERIENCE & ENGAGEMENT

Himanshu Jain - Vice President - CRM, Channel Analytics & Conversational AI, HSBC

In this session, we'll dive into a real-world use case that demonstrates how conversational AI provided enhanced customer experience and engagement for a major retailer, and in turn, also provided them valuable business insight so they could improve their current and future customer engagement strategies.

In this client use case session, you will hear about:

  • How conversational AI seamlessly handled customer inquiries, providing instant responses and freeing up human agents for more complex interactions
  • How their conversational AI programs gathered valuable customer insights, enabling them to personalize recommendations, enhance customer satisfaction, and build stronger brand loyalty
  • How they were able to provide their customers with 24/7 customer support by leveraging conversational AI's capabilities
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Himanshu Jain

Vice President - CRM, Channel Analytics & Conversational AI
HSBC

FIRESIDE CHAT: REWARDS ASSESSMENT & RISK MITIGATION OF ENTERPRISE GENERATIVE AI

10:15 am - 10:45 am FIRESIDE CHAT: REWARDS ASSESSMENT & RISK MITIGATION OF ENTERPRISE GENERATIVE AI
Dhru Shah - Director, Generative AI Operations & Intelligent Automation CoE - AT&T Chief Data Office, AT&T

Generative AI has the potential to revolutionize industries and transform the way we live and work. However, with great power comes great responsibility - and the potential risks of generative AI cannot be ignored, most notably with respect to data governance, privacy, IP, bias, ethics, workforce usage, and much more. That said, before any organization, most notably an enterprise organization, can dive into the generative AI pool, it’s mission critical to better understand what the risks maybe, so to determine if it’s indeed a technology your organization or functional areas can use at scale, or if silo usage is best at this time – and most notably, do the rewards outweigh the risks?

In this session, topics of discussion will include, yet will not be limited to:

  • Rewards, benefits, and potential use cases
  • Risks – governance, oversight, audit, compliance
  • Is silo the way to go for enterprise organizations?
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Dhru Shah

Director, Generative AI Operations & Intelligent Automation CoE - AT&T Chief Data Office
AT&T

1:1 BUSINESS MEETINGS

10:15 am - 10:45 am 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

BENCHMARKING ROUNDTABLE DISCUSSION: DRIVING AUTOMATION EVOLUTION BY INTERGRATING AUTOMATION PROGRAMS WITH LEGACY SYSTEMS

10:45 am - 11:15 am BENCHMARKING ROUNDTABLE DISCUSSION: DRIVING AUTOMATION EVOLUTION BY INTERGRATING AUTOMATION PROGRAMS WITH LEGACY SYSTEMS
Erum Manzoor - Senior Vice President, CITI
Parimal Kumar - Vice President & Head of Technology, QBE NORTH AMERICA

When automation programs under an organization, and/or its various functional areas mature, there are several natural next steps an organization can go with their highly mature automation programs so to ensure continued program growth and increased business outcomes. One of the many options is to optimize existing automation programs and tech stacks, by integrating and layering other automation programs, RPA, and generative AI with legacy systems and vice versa. By doing so, mature automation programs can provide hyper-enhanced business value to the organization.

 

In this session, topics of discussion will include, yet will not be limited to:

  • Integrating IA and generative AI for scaling up a wide array of automation initiatives
  • Infusing legacy systems with new-age capabilities to drive innovation and operational efficiency
  • Data governance, quality, optimization
  • Leveraging historical data within modern AI frameworks
  • Challenges and potential solutions associated with integrating new technologies with existing infrastructures
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Erum Manzoor

Senior Vice President
CITI

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Parimal Kumar

Vice President & Head of Technology
QBE NORTH AMERICA

1:1 BUSINESS MEETINGS

10:45 am - 11:15 am 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: DRIVING AUTOMATION EVOLUTION BY INTERGRATING AUTOMATION PROGRAMS WITH LEGACY SYSTEMS

11:15 am - 11:45 am Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: DRIVING AUTOMATION EVOLUTION BY INTERGRATING AUTOMATION PROGRAMS WITH LEGACY SYSTEMS
Erum Manzoor - Senior Vice President, CITI
Parimal Kumar - Vice President & Head of Technology, QBE NORTH AMERICA

Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: DRIVING AUTOMATION EVOLUTION BY INTERGRATING AUTOMATION PROGRAMS WITH LEGACY SYSTEMS

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Erum Manzoor

Senior Vice President
CITI

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Parimal Kumar

Vice President & Head of Technology
QBE NORTH AMERICA

1:1 BUSINESS MEETINGS

11:15 am - 11:45 am 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

11:45 am - 12:15 pm CDT MORNING STRETCH BREAK

12:15 pm - 1:15 pm CDT BENCHMARKING ROUNDTABLE DISCUSSION: IS AN AUTONOMOUS ENTERPRISE A NEAR REALITY OR DIFFICULT TO EXECUTE AMBITION?

The autonomous enterprise refers to an organizational framework where intelligent automation and AI-driven technologies are seamlessly integrated across operations, enabling self-optimizing processes, data-driven decision-making, and enhanced innovation to achieve unprecedented levels of efficiency and agility. 

In this session, topics of discussion will include, yet will not be limited to:

  • What the term "autonomous enterprise" signifies and how it redefines traditional business models
  • Key components that constitute an autonomous enterprise, from AI-driven decision-making to self-optimizing processes
  • Does the vision and promises of an autonomous enterprise align with current and near future organizational structures, and technology capabilities
  • Challenges and factors that impact the timeline for achieving an autonomous enterprise, from data quality, regulatory compliance, AI ethics, and socio-economic considerations

1:15 pm - 2:15 pm CDT NETWORKING LUNCHEON

Join your automation peers for lively conversations over a scrumptious lunch.

ROUNDTABLE DISCUSSION: AUTOMATION TOOLS TO OPTIMIZE MATURE ENTERPRISE IA PROGRAMS

2:15 pm - 2:45 pm ROUNDTABLE DISCUSSION: AUTOMATION TOOLS TO OPTIMIZE MATURE ENTERPRISE IA PROGRAMS
Kush Pathak - Vice President, Business Transformation & Strategic Vendor Management, LINCOLN FINANCIAL GROUP
Brian Dudiak - Director of Process Automation, PAYLOCITY

As automation leaders with enterprise organizations, most of your automation programs have already, or are about to hit a mature level of its evolution stage – and are now at the stage of being optimized. As you’re already very aware of, mature automation programs can become outdated or inefficient over time. That said, it’s important to regularly optimize existing automation programs, so to ensure they’re still meeting the needs of the business. There are several business practices and automation tools that can help mature automation programs continue to grow and evolve – so to take mature automation programs to the next level of optimization.

In this session, topics of discussion will include, yet will not be limited to:

Data analytics tools to analyze data, so to identify tasks that might be repetitive, time-consuming, or error-prone

Utilizing such technologies as IDP, process mining, machine learning, NLP to maximize automation usage and business results

Optimizing automation programs by layering generative AI, data analytics, or other automation tools into various automation frameworks


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Kush Pathak

Vice President, Business Transformation & Strategic Vendor Management
LINCOLN FINANCIAL GROUP

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Brian Dudiak

Director of Process Automation
PAYLOCITY

2:15 pm - 2:45 pm 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

OBTAINING POWERFUL BUSINESS INSIGHT WITH INTELLIGENT DOCUMENT PROCESSING (IDP) TO PROVIDE ENHANCED BUSINESS VALUE

2:45 pm - 3:15 pm OBTAINING POWERFUL BUSINESS INSIGHT WITH INTELLIGENT DOCUMENT PROCESSING (IDP) TO PROVIDE ENHANCED BUSINESS VALUE
Glen Stambone - Six Sigma Master Black Belt & Director, Project Management Office, BOEHRINGER INGELHEIM

IDP (intelligent document processing) provides a powerful solution for process improvement by extracting key information from documents and converting unstructured data into structured, usable information. In this session, you will hear a specific Use Case to demonstrate how IDP can drive process excellence across various functional areas.

In this session, you will also hear about:

  • Utilizing IDP in complex processes and develop a roadmap for leveraging IDP to automate document-centric processes and improve outcomes within various functional areas
  • Develop a roadmap for leveraging IDP to automate document-centric processes and improve business outcomes
  • Data governance, quality, optimization, and interoperability/connectivity
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Glen Stambone

Six Sigma Master Black Belt & Director, Project Management Office
BOEHRINGER INGELHEIM

1:1 BUSINESS MEETINGS

2:45 pm - 3:15 pm 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

FIRESIDE CHAT: STRATEGIES TO CULTIVATE A CULTURE THAT EMBRACES EMERGING TECHNOLOGY & INNOVATION

3:15 pm - 3:45 pm FIRESIDE CHAT: STRATEGIES TO CULTIVATE A CULTURE THAT EMBRACES EMERGING TECHNOLOGY & INNOVATION

Erum Manzoor - Senior Vice President, CITI
John Jiang - Ph.D, Chief Research & Solution Architect and Cloud Big Data Architect & Data Scientist, HITACHI
Chris Montgomery - Digital Finance Leader, THERMO FISHER SCIENTIFIC

Change often triggers apprehension, as the unknown can be unsettling for most individuals. Similarly, when introducing automation to employees' daily work lives, the fear of change can arise, stemming from concerns about altered job roles, processes, uncertainties about adapting to new technologies, and of course the biggest fear, and that is, automation taking over people’s jobs and their ability to earn an income – all which are very valid concerns. That said, cultivating a work culture and change management initiatives that empowers employees to embrace automation must be a top priority for all automation programs, so to increase automation program roll out success.

In this session, topics of discussion will include, yet will not be limited to:

  • Your role in shaping a culture that embraces change and innovation, fostering an environment ripe for IA integration
  • Strategies to encourage collaboration and cross-functional teamwork, enhancing automation adoption and solution ideation
  • Training and upskilling programs that increase automation adoption, UX, and usage
  • Developing a work culture that celebrates innovation and encourages the exploration of new automation applications and solutions – most notably generative AI
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Erum Manzoor

Senior Vice President
CITI

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John Jiang

Ph.D, Chief Research & Solution Architect and Cloud Big Data Architect & Data Scientist
HITACHI

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Chris Montgomery

Digital Finance Leader
THERMO FISHER SCIENTIFIC

1:1 BUSINESS MEETINGS

3:15 pm - 3:45 pm 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

3:30 pm - 4:00 pm CDT AFTERNOON STRETCH BREAK


BENCHMARKING ROUNDTABLE DISCUSSION: MEASURING THE VALUE & ROI OF YOUR VARIOUS AUTOMATION PROGRAMS

4:00 pm - 4:30 pm BENCHMARKING ROUNDTABLE DISCUSSION: MEASURING THE VALUE & ROI OF YOUR VARIOUS AUTOMATION PROGRAMS
David Levi - MBA, CPA, MSJ/Law, Senior Vice President, Corporate Controller & Chief Accounting Officer, VONAGE

Although automation use cases and program roll outs have increased over the years, many organizations, and their automation and functional area leaders still struggle to accurately measure the ROI of their automation initiatives. This is because every project is unique, with different objectives, technologies, resources, limitation, and budgets. Developing effective digital and automation project roadmaps, metrics, and KPIs to clearly demonstrate their business value isn’t easy, yet it is paramount, so to ensure continued stakeholder buy-in, support, and funding.

In this session, topics of discussion will include, yet will not be limited to:

  • Developing customized metrics and KPIs to measure a variety of digital & business transformation and automation programs – so to determine the value and impact they offer the enterprise
  • Applying various methods for determining automation program ROI, including cost savings, productivity gains, and much more
  • Communicating effectively with stakeholders about the importance of customized ROI calculations
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David Levi

MBA, CPA, MSJ/Law, Senior Vice President, Corporate Controller & Chief Accounting Officer
VONAGE

1:1 BUSINESS MEETINGS

4:00 pm - 4:30 pm 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: MEASURING THE VALUE & ROI OF YOUR VARIOUS AUTOMATION PROGRAMS

4:30 pm - 5:00 pm Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: MEASURING THE VALUE & ROI OF YOUR VARIOUS AUTOMATION PROGRAMS
David Levi - MBA, CPA, MSJ/Law, Senior Vice President, Corporate Controller & Chief Accounting Officer, VONAGE

Continuation of BENCHMARKING ROUNDTABLE DISCUSSION: MEASURING THE VALUE & ROI OF YOUR VARIOUS AUTOMATION PROGRAMS

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David Levi

MBA, CPA, MSJ/Law, Senior Vice President, Corporate Controller & Chief Accounting Officer
VONAGE

1:1 BUSINESS MEETINGS

4:30 pm - 5:00 pm 1:1 BUSINESS MEETINGS

The 1:1 Business Meetings with the event’s sponsor partners will enable you to connect with a wide array of automation solution providers, so to help you uncover extensions to your existing technology stacks as well as new technology solution providers that can help your enterprise organization achieve its various digital and business transformation objectives.

5:00 pm - 6:00 pm CDT NETWORKING RECEPTION

Enjoy some light snacks and beverages while meeting up with your automation peers.

6:00 pm - 6:00 pm CDT EVENT CONCLUDES