July 30-August 2, 2018
Chicago, IL

Pre-Conference Workshops: Monday July 30, 2018

8:00 am - 8:45 am REGISTRATION FOR WORKSHOP A & B AND NETWORKING BREAKFAST

All conference attendees must pre-register for one (1) of the two (2) concurrent Workshops. Workshop registrations will be on a first come first serve basis. If you do not pre-register for your Workshops, we’ll have to assign seating based upon demand and availability.

WORKSHOP A

8:45 am - 10:30 am STEP ONE TO STARTING YOUR INTELLIGENT AUTOMATION JOURNEY – IA BOOTCAMP!
Ed Hawkins, President,Agilify Scott Teeple, Chief Technology Officer,Agilify Lee Coulter, CEO, SVP,Ascension Ministry Shared Services
If you’re new to IA, or need a refresher course, then this IA Boot Camp is a must attend session for you!

In this IA Boot Camp, we will examine the vital questions that need to be answered with respect to what’s involved in establishing an intelligent automation program, including: the benefits it can provide to a variety of industries and corporate functional departments, the roadblocks to its success and its potential to add value to your business.

By attending this workshop, you will:

  • Learn about intelligent automation’s current and ever-evolving capabilities and what it can offer in the years to come
  • Better understand which processes can utilize these technologies and how are they different from other automation management tools
img

Ed Hawkins

President
Agilify

img

Scott Teeple

Chief Technology Officer
Agilify

img

Lee Coulter

CEO, SVP
Ascension Ministry Shared Services

WORKSHOP B

8:45 am - 10:30 am ESTABLISH & MANAGE A BEST IN CLASS INTELLIGENT AUTOMATION CoE (CENTER of EXCELLENCE)
Is your organization evaluating the need to establish a CoE for your IA program, and/or would like to increase its effectiveness? If so, then this deep dive CoE session is a perfect way to learn more about how to do just that.

In this session, we will discuss:

  • Various CoE models, such as: hybrid, functional, etc.
  • How to establish (or enhance) an effective governance and centralized structure to support your organization’s intelligent automation CoE initiatives
  • Effective CoE and governance process models
  • Risk, Controls & Audits
  • Chargeback models and would they work for your CoE
  • Methods to successfully develop and manage effective change management initiatives - and effective PR, marketing, and communication plans

10:30 am - 11:00 am REGISTRATION FOR WORKSHOP C & D AND MORNING NETWORKING BREAK

All conference attendees must pre-register for one (1) of the two (2) concurrent Workshops. Workshop registrations will be on a first come first serve basis. If you do not pre-register for your Workshops, we’ll have to assign seating based upon demand and availability.

WORKSHOP C

11:00 am - 12:45 pm READY, SET, GO! – EFFECTIVE IA PROOF OF CONCEPTS (PoCs) SOONER VS. LATER
Mark Davison, Partner - Robotic Process Automation,Information Services Group (ISG)
There has been a lot of chatter in the IA space concerning what should be included in an IA PoC an how long it should take to develop.

As you may have heard, developing an effective IA PoC isn’t as painful as it may seem at first and you can realistically complete the project in just a few short weeks versus months.

Increase your odds of stakeholder buy-in by attending this session and learning how to develop an effective PoC that warrants your stakeholders’ attention and approval.

In this workshop, we will discuss:

  • Realistic project objectives and timelines
  • IA rollout infrastructure, cost, and licensing details that must be considered and included in your PoC
  • How to develop a clear-cut presentation of your IA goals, objectives, scope, and success criteria/KPIs so to speak in a language that can be easily understood by a variety of stakeholders
img

Mark Davison

Partner - Robotic Process Automation
Information Services Group (ISG)

WORKSHOP D

11:00 am - 12:45 pm INTELLIGENT AUTOMATION MARKETING STRATEGIES SHOW & TELL
Karlee Moore, Global OCM Lead - Financial Services,Eli Lilly and Company
This very unique interactive session will be split into several parts.

Part 1 - Our Workshop leaders will give an overview presentation of a few IA marketing strategies that have been utilized by a variety of organizations to “sell” Intelligent Automation internally, showing: 1) what can be done, 2) what has worked well, 3) and how to go about doing x – from the samples provided by the session speakers.

Part 2 - the session will turn into a show & tell dynamic amongst the audience members and speakers, so the group can discuss, either: 1) what they, and/or their organization has done thus far, either successfully or not so successfully, 2) other IA marketing strategies they have heard of and would like to discuss further.

Please note, all attendees must come to this session prepared to participate, – bringing samples of IA marketing strategies they want to share with the group as a show & tell process – which do not need to be from their organization.

Attend this very interactive Workshop to learn about:

  • Marketing messaging designed for a variety of departments, individuals, and teams that will help you avoid miscommunications’ mishaps and/or disasters
  • Realistic timelines to set up and maintain a variety of IA communications programs to ensure IA roll out success
  • Communication platforms that may be best for your IA marketing strategy such as: social media sites, internal customer support portals/ contact centers, your website, etc.
img

Karlee Moore

Global OCM Lead - Financial Services
Eli Lilly and Company

12:45 pm - 1:00 pm REGISTRATION FOR WORKSHOP E & F AND AFTERNOON NETWORKING BREAK

All conference attendees must pre-register for one (1) of the two (2) concurrent Workshops. Workshop registrations will be on a first come first serve basis. If you do not pre-register for your Workshops, we’ll have to assign seating based upon demand and availability.


WORKSHOP E

1:00 pm - 2:45 pm EARN BIG GAINS BY STARTING OFF SMALL WITH A RPA PILOT PROGRAM
Anil Bhavnani, Director, BPO Operations, Global Financial Solutions,Pfizer
In the past few years, many organizations have reaped great rewards by testing out RPA as a pilot program on a small-scale basis before scaling up or expanding their RPA initiatives to other departments within their organization. By starting small with a RPA pilot program, monitoring your successes and failures along your journey, you’re able to take the lessons learned and move onto a wide variety of other RPA expansion plans with greater probability of success.

In this workshop, we will discuss:

  • How to determine which department functionalities would be best suited for a RPA pilot program based upon its transactional volume stats, regulations and transparency standards x department must adhere to
  • Effective RPA roll-out plans, with goals that should be met, how long it should take to implement, how and what to track as success and failure measurements
  • Methods to help you determine if you’re RPA pilot program has been a success and knowing when it’s time to scale-up, and/or expand your RPA program/s

* Boxed lunches provided to all Workshop E attendees.
img

Anil Bhavnani

Director, BPO Operations, Global Financial Solutions
Pfizer

WORKSHOP F

1:00 pm - 2:45 pm UTILIZE ARTIFICIAL INTELLIGENCE & COGNITIVE TECHNOLOGIES TO ENHANCE CUSTOMER DELIVERY INTO YOUR CONTACT CENTER
Topics of discussion will include, yet will not be limited to:

  • Enhanced customer delivery and business intelligence via powerful data analytics
  • Examination of a variety of AI & cognitive technologies and their capabilities, costs, and implementation requirements
  • Various uses of AI & cognitive technologies, which go beyond a Call Centers’ functionality focus
  • Regulations’ compliance

* Boxed lunches provided to all Workshop F attendees.

2:45 pm - 3:15 pm REGISTRATION FOR WORKSHOP G & AFTERNOON NETWORKING BREAK

All conference attendees must pre-register for the below Workshop. Workshop registrations will be on a first come first serve basis. If you do not pre-register for your Workshop, we’ll have to assign seating based upon demand and availability.

3:15 pm - 5:00 pm WORKSHOP G: EFFECTIVE IT BUY-IN & COLLABORATION TO ENSURE IA PROGRAM SUCCESS

Open to all Pre-Conference Workshop Day attendees!
Topics of discussion will include, yet will not be limited to:

  • Forming strategic alliances with your various IT departments
  • Better understand what your IT departments need from you and what you need from them – and how to best communicate said information in a manner all parties can understand, appreciate, and deliver on
  • Ensuring they will indeed remain an integral player in your organization’s small & big picture future

5:00 pm - 5:05 pm CLOSE OF PRE-CONFERENCE WORKSHOP DAY

5:05 pm - 6:30 pm EXHIBIT HALL PREVIEW & CHAMPAGNE TOAST

Join us in the Expo Hall for a sneak peak of the IA solution providers’ booths and toast to a great event!

6:30 pm - 6:30 pm WELCOME RECEPTION

Meet us at our post-event off-site social get together! Additional information soon to come!