November 12 - Day 1

**All times in EST**

11:00 am - 11:15 am Opening Remarks

A good opportunity to log in to On24 to make sure you can view the briefs & participate in the discussions.

11:15 am - 11:45 am FIRESIDE CHAT The Document is Dead – How to Accelerate and Scale RPA Development using Digital Blueprints

Tony Higgins - Chief Technology Officer, Blueprint Software Systems
Don Matheson - Automation Lead, Large, Global Investment Bank

Organizations are looking to accelerate the delivery of RPA to meet the increasing priority that’s being placed on process automation, but many are still stick using time-consuming and error-prone documentation, such as the PDD, to do to. This not only limits their ability to scale RPA, but often leads to bots that break or are at risk of non-compliance because of how common it is to forget critical pieces of information.


Digital Blueprints, on the other hand, eliminate these risks by providing the context, visibility and alignment modern enterprises need to design and deliver high-quality RPA implementations, and in 1/2 the time it would take with manual documentation.


In this session Blueprint is joined by a customer from a global investment bank to introduce the concept of Digital Blueprints and share how this customer replaced their PDDs with Digital Blueprints to accelerate and scale RPA within their organization.


Key Takeaways:

  • How documents are limiting your ability to achieve RPA at scale
  • What is a Digital Blueprint and how can it be used to align and engage stakeholders throughout the RPA lifecycle in order to accelerate and scale the delivery of RPA, improve automation governance, and drive continuous process improvement
  • How one global investment bank is using Digital Blueprints to successfully deliver more high-quality automations in a fraction of the time it took with documents, and with considerably less compliance risk


Tony Higgins

Chief Technology Officer
Blueprint Software Systems

Don Matheson

Automation Lead
Large, Global Investment Bank

12:00 pm - 12:30 pm OPENING KEYNOTE CASE STUDY Business Process Excellence and the Automation Journey at Jackson National Life

Pankaj Vij - Director, Enterprise Architecture & Innovation, Jackson National Life

From digital twins to re-engineering processes around the customer journey, tune in to hear how Jackson National Life has created an environment of situational awareness that is aligned to both the needs of the customer and business value.

  • Aligning investments in automation with metrics and KPIs that move the needle
  • Developing from an RPA-led transformation to an enterprise digital twin
  • Utilizing business process mining across the different layers of operations 

Pankaj Vij

Director, Enterprise Architecture & Innovation
Jackson National Life


12:35 pm - 1:20 pm ROUNDTABLE: Breaking down Process Discovery for Process Improvement

  • The tools: visualization, workflow mapping and data analysis
  • Identifying points of inefficiency and paths of optimal processes with data visualization
  • Where to go once you’ve identified the bottlenecks and vulnerabilities

Similar to a roundtable IRL, a V-IDG is a discussion held over video chat. Kept to smaller groups of 15 or less so that everyone is able to visually connect, V-IDGs help senior business leaders get face-to-face time with like-minded people, experiencing similar current challenges. When executive decision makers are facing many of the shared problems across departments, industries, and countries, it’s imperative that they share their found pieces of the jig-saw puzzle. Only then can they collectively start piecing together the whole picture.

1:20 pm - 1:45 pm NETWORKING BREAK

1:45 pm - 2:15 pm CLOSING KEYNOTE: Governance and Communication for Cloud Computing at Citibanamex and BBVA for Banking-as-a-Service

Julio Zerecero - Digital Banking Legal Director, Citibanamex

With a background across Law, IT and Financial Services, it’s no wonder Julio has been able to oversee the transition of Financial Institutions digital transfer to the cloud. This session will not only look at how he has worked across regulatory, software and financial services to deliver cloud banking, but also:

  • Utilizing cloud as a pipeline for process excellence and connected communications
  • Working with tech and fintech to deliver banking-as-a-service
  • Implementing and providing legal advice across credit, debit, investment, products, global platforms.

Julio Zerecero

Digital Banking Legal Director

2:15 pm - 2:15 pm Closing Remarks

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