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PRE-SUMMIT WORKSHOPS | MONDAY, JULY 31, 2017

8:00 AM - 8:45 AM REGISTRATION FOR WORKSHOP A & MASTER CLASS A AND NETWORKING BREAKFAST


RPA 101


8:45 AM - 9:00 AM WORKSHOP CHAIRPERSON’S OPENING REMARKS

RPA 101

9:00 AM - 10:45 AM WORKSHOP A: IDENTIFY, PRIORITIZE & IMPLEMENT A SUCCESSFUL INTELLIGENT AUTOMATION PILOT PROGRAM

Phil Searle, Founder & CEO, Chazey Partners Robert Towle, Managing Director – North America (East), Chazey Partners
In the RPA, Cognitive, and AI spaces (collectively called Intelligent Automation or IA), the
saying “you must walk before you can run” is very relevant. IA is a valuable tool for a
wide variety of processes, functions and organizations, but it is a new area of expertise
for most leaders. Fortunately, IA lends itself very well to a pilot program approach,
providing a way forward for decision-makers with a significant ROI supported by a
modest investment, short time frames, and minimal operational exposure.
Join this workshop to understand the definitions, context and evolution of RPA and
IA that leaders need to understand before embarking on an IA initiative. We will
demonstrate tools to prioritize and plan for those opportunities, so that you can
gain the support of management and move to implementation. We will finish the
workshop with IA case studies showing how automation can be leveraged, including
in the most “barren” technology landscapes.
In this workshop, we will discuss:
ƒƒ IA case studies involving a range of scope and maturity in processes and technology
ƒƒ Developing the IA road map with a supporting business case, including how
IA pilot programs can be standalone initiatives or incorporated within a larger
transformation program
Phil Searle, CEO & Founder, Chazey

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Phil Searle

Founder & CEO
Chazey Partners
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Robert Towle

Managing Director – North America (East)
Chazey Partners

Sponsored by: Chazey Partners


MASTER CLASS 501

8:45 AM - 9:00 AM MASTER CLASS CHAIRPERSON’S OPENING REMARKS

MASTER CLASS 501

9:00 AM - 10:45 AM MASTER CLASS A: HOW TO DEVELOP & MANAGE A SUCCESSFUL INTELLIGENT AUTOMATION CENTER OF EXCELLENCE (COE) This deep dive session is designed for organizations that are either

This deep dive session is designed for organizations that are either
ready to develop an intelligent automation CoE or would like to
learn more about how to enhance their CoE operations on a wide
variety of levels.
In this session, we will discuss how to establish (or enhance) an
effective governance and centralized structure to support your
organization’s intelligent automation CoE initiatives – as well as
learn about:
ƒƒ How to establish and manage an effective intelligent
automation roadmap
ƒƒ Effective CoE and governance process models
ƒƒ Methods to successfully develop and manage effective change
management initiatives - and effective PR, marketing, and
communication plans
* Boxed lunches provided to all Master Class A attendees.

10:45 AM - 11:00 AM REGISTRATION FOR WORKSHOP B & MORNING NETWORKING BREAK

11:00 AM - 12:45 PM WORKSHOP B: HOW TO DEVELOP AN EFFECTIVE CALL-TO-ACTION INTELLIGENT AUTOMATION PROOF OF CONCEPT (POC)

Daniela Henriques , Vice President, Business Process Transformation, US & Canada, Softtek
Before you can roll out an intelligent automation program, of course you need to
develop an effective PoC that warrants your stakeholders’ attention and approval.
However, if you’re new to the intelligent automation scene, doing so can be quite a
challenge. Many organizations waste very valuable time on developing a PoC, when
it’s not necessary to do so. You can develop an effective PoC in just a few weeks versus
months and in this Workshop you will learn how.
In this workshop, we will discuss such topics as:
ƒƒ How to develop a clear-cut presentation of your intelligent automation goals,
objectives, scope, and success criteria
ƒƒ Examples you should include in your PoC that reflect the successes other
organizations have experienced with their intelligent automation roll outs
ƒƒ How to develop a call-to-action implementation roadmap, identify key projects,
KPIs to be met, and how to track your success along your journey
* Boxed lunches provided to all Workshop B attendees.

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Daniela Henriques

Vice President, Business Process Transformation, US & Canada
Softtek

Sponsored by: Softtek

11:00 AM - 12:45 PM MASTER CLASS A: HOW TO DEVELOP & MANAGE A SUCCESSFUL INTELLIGENT AUTOMATION CENTER OF EXCELLENCE (COE)... CONTINUED

12:45 PM - 1:00 PM REGISTRATION FOR WORKSHOP C & AFTERNOON NETWORKING BREAK

12:45 PM - 1:00 PM REGISTRATION FOR MASTER CLASS B & AFTERNOON NETWORKING BREAK

1:00 PM - 2:45 PM WORKSHOP C: INTELLIGENT AUTOMATION BOOT CAMP

Jordane Elmassian, Vice President, Analytics & Automation, Shared Service Center, MasterCard
While RPA has been the buzzword for the past few years, as the discussion has moved
forward, it has become clear that the question of “Is it just hype?” has been laid to
rest. Instead, the question is “How far can RPA, cognitive and AI technologies take your
organization toward process optimization? This Boot Camp will discuss vital questions
that need to be answered with respect to what is 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:
ƒƒ Learn about Intelligent Automation’s current and ever-evolving capabilities and
what it can offer in the years to come
ƒƒ Better understand which processes can utilize said technologies and how are they
different from other automation management tools
ƒƒ How to plan and implement a successful Intelligent Automation

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Jordane Elmassian

Vice President, Analytics & Automation, Shared Service Center
MasterCard

1:00 PM - 2:45 PM MASTER CLASS PART B: HOW TO SCALE-UP AN INTELLIGENT AUTOMATION PROGRAM & ENSURE CONTINUED GROWTH

Scott Furlong, Partner, Information Services Group (ISG) Mark Davison, Partner - Robotic Process Automation, Information Services Group (ISG)
This deep dive session is designed for organizations that would like
to learn more about how to effectively scale-up their pre-existing
intelligent automation program/s.
* Boxed lunches provided to all Master Class 2 attendees (a working lunch).

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Scott Furlong

Partner
Information Services Group (ISG)

Mark Davison

Partner - Robotic Process Automation
Information Services Group (ISG)

Sponsored by: Information Services Group (ISG)

2:45 PM - 3:00 PM REGISTRATION FOR BONUS ROUND WORKSHOP & AFTERNOON NETWORKING BREAK

3:00 PM - 4:45 PM BONUS ROUND WORKSHOP: HOW CAN ENTERPRISE ROBOTICS REMOVE MANUAL ACTIVITIES FROM FINANCIAL OPERATIONS & ULTIMATELY REMOVE STRESS FROM YOUR PERIOD-END CLOSE?

Greg Fritsky, Director of Finance Transformation, Redwood Software
Learn how knowledgeable bots can replace significant parts of the manual efforts across your entire finance function departments. The latest bots know how
to perform all the manual financial and accounting tasks and controls and complete documentation & maintain an audit trail. They interact with approvers
and supervisors when needed and always provide a dynamic dashboard of global progress.
By attending this workshop, you will learn:
ƒƒ How bots with built-in process IP can replace your current manual effort
ƒƒ How this next generation of knowledgeable bots can completely revolutionize your delivery capabilities

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Greg Fritsky

Director of Finance Transformation
Redwood Software

Sponsored by: Redwood

4:45 PM - 5:30 PM IEEE’S INTELLIGENT AUTOMATION STANDARDS REPORT

Lee Coulter, CEO Shared Services, SVP, Ascension Health
Feel like you are living in the tower of Babel when you talk about Intelligent Automation? Would some common definitions be helpful? How about a technology
taxonomy and standardized feature and functionality set?
Come learn what we are doing to bring some sanity to this rapidly accelerating space. Starting in late 2015, a group began working with IEEE to start
establishing standards. Standards are proven innovation accelerators. Once we can talk together and work together, problems only have to get solved once
and groups can work together for fundamental advancement. Get a sneak peek at the first standard being published in June and see the roadmap of future
standards efforts moving forward.

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Lee Coulter

CEO Shared Services, SVP
Ascension Health

5:30 PM - 6:00 PM CLOSE OF WORKSHOPS 101s & MASTER CLASSES 501s DAY

6:00 PM - 7:00 PM NIGHT ON THE TOWN EXCURSION

Meet at the hotel bar at 6:00 pm so we can venture off as a group for a night on the town!