September 2019

PRE-CONFERENCE WORKSHOP DAY: Monday, September 9


8:30 am - 9:00 am Registration & Breakfast

While RPA has been the buzzword for the past few years, it has become clear that the question of “Is it just hype?” has been laid to rest. Instead, the question is “How is your institution leveraging RPA, cognitive and AI technologies?” This Boot Camp will discuss what is involved in establishing an intelligent automation program including the benefits it can provide, the roadblocks to its success and its potential to add value to your institution.

THEORY (30 MINUTES)
The workshop leader will spend 30 minutes discussing:
• Intelligent automation’s capabilities and what it can offer in the years to come
• How the technology works including a real-live demo and solution provider comparison
• Applicable processes that can utilize these technologies and case studies of successful implementations
• How to develop a stakeholder engagement plan and a robust business case
• How to determine a realistic timeline for your intelligent automation journey
• Pitfalls to avoid

PRACTICAL (30 MINUTES)
Delegates will be broken up into four rotating group huddles based upon the session’s focused topics. They will be assigned a series of mini projects each group needs to complete before moving onto their next group huddle. At the end of the session, each group will share their project and what they learned.

TAKE-AWAYS (30 MINUTES)
Leave with a blueprint to develop an IA program and a successful business case that will get stakeholders onboard.


Esteban Carril, Managing Director LATAM at Chazey Partners

Esteban Carril

Managing Director LATAM
Chazey Partners

Craig Ackerman, Head of the Global RPA Practice at Chazey Partners

Craig Ackerman

Head of the Global RPA Practice
Chazey Partners

10:30 am - 11:00 am Morning Networking Coffee Break

11:00 am - 12:30 pm WORKSHOP B: STEPS TO DESIGN, AUTOMATE, AND ACQUIRE SHARED SERVICE TALENT FOR 2020 AND BEYOND

How do you ensure that your new Shared Services operation is successfully established in Latin America, and provides quick value back to the business? Do you know the pitfalls to avoid when building a SSO? Join us for this interactive workshop where we will discuss the fundamentals of how to ensure a successful implementation and future growth of your SSO. This workshop focuses on the essential activities to Plan, Launch and Automate a new Shared Services Operation in Latin America.  This includes setting strategy, defining the opportunity, assessing the advantages and limitations of automation strategies in the region, and ensuring you have the right talent to deliver exceptional low cost service under increasing demands. 

FOCUS (40 MINUTES)
Workshop leader will share insight on:
Strategic considerations for designing shared services
Characteristics of a leading service delivery model
The most important activities required for successful implementation
The most common mistakes and hurdles when building and implementing a SSO
Techniques to automate with low cost RPA, Chatbots, and/or Virtual Agents
Techniques to broaden your SSCs services or geographic reach
Traditional vs. technology advanced SSC

PRACTICAL (30 MINUTES)
After the presentation, you will be tasked with taking what you have learned and set up an action plan to build or redesign your SSO.  This is a continuous improvement process even for mature operations. 

TAKE AWAYS (20 MINUTES)
You will share your plan, discuss learnings, and walk away with a blueprint for implementing or redesigning a SSO that can deliver value as we enter the automation decade of 2020.


Brad DeMent, Partner at ScottMadden

Brad DeMent

Partner
ScottMadden

Eduardo Prada Silva, Managing Director at EPrada Consulting & Executive Training

Eduardo Prada Silva

Managing Director
EPrada Consulting & Executive Training

12:30 pm - 1:00 pm Networking Lunch

1:00 pm - 2:30 pm WORKSHOP C: HOW COGNITIVE PROCESS INTELLIGENCE CAN HELP DEFINE AND MEASURE THE ROI OF AUTOMATION PROGRAMS

What stage are you in with your automation plans? Have you implemented RPA, or are you still in the planning phase? Do you struggle with how to gain executive buy-in? Is your objective to start off with a strategy that will scale?
Attend this workshop to engage with subject matter experts and learn how detailed business process discovery that incorporates user behavior enables successful automation deployment and facilitates a deeper understanding of the current state of your business. You will learn how to create a business case championing the need for digital process discovery as the key step in executing an automation plan. Additionally, you will walk away with real-life business process examples to champion and enable the
creation of your custom business case.

SPEAKER PRESENTATION (30 MINUTES)
Benefits of Digital Process Discovery, Mapping, and Documentation

BREAKOUT SESSION (70 MINUTES)
Mapping Business Processes
Process exercise: Working together in small groups, you will draft a business journey and document a process to compare against real-life examples. Teams will then identify areas for automation and start a plan for use in their departments.
REVIEW (30 MINUTES)
Group Discussion and Documentation Review


Beth Bourg, Senior Product Marketing Manager at FortressIQ

Beth Bourg

Senior Product Marketing Manager
FortressIQ

Damo Vasudevan, Senior Solutions Architect at FortressIQ

Damo Vasudevan

Senior Solutions Architect
FortressIQ

2:30 pm - 3:00 pm Networking Break

3:00 pm - 4:30 pm WORKSHOP D: TRANSFORMING YOUR SHARED SERVICES ORGANIZATION TO ACHIEVE OPERATIONAL EXCELLENCE

Operational Excellence is a key element to achieve profitability and success for shared services organizations. The growth of shared services across Latin America and rising customer expectations have created a competitive landscape, putting tremendous pressure on SSOs to achieve operational excellence. The workshop leader will start the workshop with a discussion on how to agile, digital transformation all play an important role in your operational excellence strategy and share Case studies on how organizations have successfully developed a winning strategy to This workshop will provide a blueprint that will guide your organization on its
journey to operational excellence.

FOCUS (30 MINUTES)
The session leader will start the workshop with a discussion on how agile and digital transformation play an important role in your operational excellence strategy and share case studies on how organizations have successfully developed a winning strategy to achieve operational excellence.
• How to implement and committee to a longer term strategy
• Key strategies to add to your OE toolbox
• Ways to ensure you are meeting the organization’s needs
• Strategies to roll out and stabilize your operational excellence plan to support your front end and back end
• How to sell your vision and get stakeholder buy-in
• Using operational excellence tools to create a positive culture of continuous improvement
• Operational Excellence and Agile: Differences and Similarities when it comes to Lean thinking and Culture

PRACTICAL (30 MINUTES)
Based upon what was learned in the focus discussion, you will be tasked with developing a short term and long-term operational excellence plan that will get stakeholder’s buy-in, keep the different business units aligned during the journey, create a positive culture of continuous improvement, and meet the needs of your organization.

TAKEAWAYS (30 MINUTES)
A blueprint to take back to your organization that will enable you to successfully develop and implement a winning operational excellence plan that will ensure your SSO is positioned to support your expanding business.
Juan Ignacio Araya, Director CRFSS, Finance Operations at Stryker

Juan Ignacio Araya

Director CRFSS, Finance Operations
Stryker

4:30 pm - 4:30 pm End of Workshops