Live Chat Software
July 29 - 31, 2019
Chicago, IL

Pre-Conference Workshops: Monday July 30, 2018

8:00 am - 8:30 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

8:30 am - 10:15 am WORKSHOP A: STEP ONE TO STARTING YOUR INTELLIGENT AUTOMATION JOURNEY – IA BOOTCAMP!
Sandor Bathory - Principal, Automation Services, Agilify Automation
No one is left behind in this workshop as we will cover what success looks like from an automation newbie through I’ve run out of ideas automation expert. Some are just starting but don’t know how to get started, some have started but didn’t get the results quick enough, and some have started and are looking for new ideas. We will cover it all in this hands on workshop and you can expect to come out with a new sense of intelligent automation direction.

By attending this workshop, you will:
  • Gain valuable insight of a proven intelligent automation methodology
  • Learn about how to avoid potential obstacles that can derail your intelligent automation program


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Sandor Bathory

Principal, Automation Services
Agilify Automation

WORKSHOP B

8:30 am - 10:15 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

10:15 am - 10:30 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

10:30 am - 12:15 pm WORKSHOP C: READY, SET, GO! – EFFECTIVE IA PROOF OF CONCEPTS (PoCs) SOONER VS. LATER
Mark Davison - Partner - Robotic Process Automation, Information Services Group (ISG)
Scott Furlong - Partner, 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


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Mark Davison

Partner - Robotic Process Automation
Information Services Group (ISG)

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Scott Furlong

Partner
Information Services Group (ISG)

WORKSHOP D

10:30 am - 12:15 pm WORKSHOP D: 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.
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Karlee Moore

Global OCM Lead - Financial Services
Eli Lilly and Company

12:15 pm - 12:30 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

12:30 pm - 2:15 pm WORKSHOP E: EARN BIG GAINS BY STARTING OFF SMALL WITH A RPA PILOT PROGRAM
Ritesh Jain - Associate Vice President & Head of Automation, HCL Business Services
Greg Meinhardt - Director of Finance Operations, CH Robinson
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
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Ritesh Jain

Associate Vice President & Head of Automation
HCL Business Services

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Greg Meinhardt

Director of Finance Operations
CH Robinson

WORKSHOP F

12:30 pm - 2:15 pm UTILIZE ARTIFICIAL INTELLIGENCE & COGNITIVE TECHNOLOGIES TO ENHANCE CUSTOMER DELIVERY INTO YOUR CONTACT CENTER
Manish Ballal - Associate Director, Business Development, Edgeverve
Shrikant Deo - Product Manager, Edgeverve
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.
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Manish Ballal

Associate Director, Business Development
Edgeverve

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Shrikant Deo

Product Manager
Edgeverve

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.

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


Open to all Pre-Conference Workshop Day attendees!
In this transformational session, you’ll hear from Bacardi Limited as they share the details of their Intelligent Automation journey, including:
  • Company goals for intelligent automation in their finance / digital transformation
  • Selection criteria, and process for choosing a Robotics solution
  • Addressing compliance and controls
  • Planning and implementation with lessons learned
  • Robotics results and expansion plans
  • Q&A

Complimenting Bacardi, Redwood Software will also share a Robotics demonstration of selecting and assembling robots in a process with workflow and process orchestration.
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Kane Peschl

Robotic Solutions Specialist
Redwood Software

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Sharath Gopinath

Program Manager, IT - Finance, Digital Transformation & RPA
Bacardi

4:30 pm - 5:15 pm WORKSHOP H: DESIGNING A PROGRAM THAT INCREASES YOUR “ROBOT VELOCITY"

If analysis paralysis is holding your organization back, attend this bonus session! Accelerating developmental pilots and physically demonstrating RPA value will educate your stakeholders more than brochures, internet articles, or even RPA conferences.

ScottMadden will present a proven process to:

  • Identify the right stakeholders to propel your program
  • Select high value processes and setup quick test environments,
  • Define CoE governance that works for all digital automation, not just RPA

5:15 pm - 5:20 pm CLOSE OF PRE-CONFERENCE WORKSHOP DAY

5:20 pm - 5:50 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!

6:00 pm - 6:00 pm EVENING SOCIAL GATHERING

Night on the town at the House of Blues!