February 24-25, 2020 | Norris Conference Center, Houston, TX

Conference Day One

Morning Pre-Conference Workshops

Workshop A

8:00 am - 9:30 am Accelerating your Digital Strategy - and the Action Plan to Make it Happen
Jim Claunch - Senior Advisor, Bain & Company
• Understanding the potential impact of digitization on your business – and your people
• Selecting, designing and installing operations systems to ensure operations availability and integrity
• Fostering a culture that accelerates technology adoption
• Integrating Process Control Networks with data management, optimization and reporting systems
• Assessing and ensuring readiness for operations, taking into consideration all aspects of the transition, including operational processes, roles and delegations of authority, legal and/or operations documentation, data and IT systems, resources and competencies; and governance
• How do you identify – and then develop - the digital skills and capabilities you need?

Jim Claunch

Senior Advisor
Bain & Company

Workshop B

8:00 am - 9:30 am What is Artificial Intelligence and is it a Good Fit for Your Company? Practical Applications of AI in Oil & Gas
• What is AI? Is it for you? How can you use it?
• Common AI techniques, how to apply them in your organization, and common pitfalls to avoid
• How to identify and prioritize which AI projects to pursue
• The business implications of technical decisions and how to assess the risk-reward trade-offs of different projects
• Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• What are the basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI:
- Asset reliability
- Operation optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty

9:30 am - 9:45 am Networking Break for Workshop Attendees

Morning Pre-Conference Workshops

Workshop D

9:45 am - 11:15 am Value Added Innovation: Making the Most of your Technology Initatives
Wendy Schram - Operational Excellence Improvement Specialist, Dow Chemical
How do you know which innovation is the right one to implement? Have you ever struggled with getting funding
for an innovation project? What can innovation really deliver for your bottom line?
In this interactive workshop, we will talk about Value Added Innovation. Value Added Innovation means selecting
the innovative solution that will help your team achieve the best return on investment. Specifically, we will talk
about innovation selection and what makes a good solution vs a not-so-good solution, we will collaborate at
table groups to apply a simple process for building a value case, and we will discuss how to capture the value
of your innovation project. This workshop has cross-industry applicability and is not affiliated with any specific
products or services.

Wendy Schram

Operational Excellence Improvement Specialist
Dow Chemical

Workshop E

9:45 am - 11:15 am Using Design Thinking to Realize the Full Potential of your Digital Transformation
You don’t have to be a start-up in the fast-changing economy to benefit from design thinking. The oil and gas industry can stand to gain significant improvements from adopting its customer-centric focus.
In this interactive workshop, attendees will review the five Design Thinking Principles, why they are so critical in the overall Design Thinking process, and how to apply them to your efforts in planning and rolling out an IA Pilot Program.
Five Design Thinking Principles:
• Empathize • Define
• Ideate • Prototype
• Test
User-centered design practices and partnerships across provider, customer and user are critical for the oil and gas industry’s digital revolution. Not only is the process more engaging for both parties, it also aligns stakeholders’ objectives, increases trust and leads to new technologies that can develop the industry’s future digital capability through optimized efficiency and productivity. Design thinking, and practices that center around the user, can increase time to value, ensure the most effective solutions, and provide a smoother process for all involved. By adopting these practices, oil and gas operators can position themselves strongly for digital transformation to capture the next wave of industrial productivity.

11:15 am - 11:30 am Workshops Conclude - Networking Break

11:30 am - 11:35 am Welcome from Conference Director

11:35 am - 11:45 am 11:35 Chair's Opening Address

11:45 am - 12:25 pm From Strategy to Reality: Intelligent Automation as a Tool to Drive Business Results

Sushma Bhan - Chief Data Officer - Technology, Development & Wells, Shell
Rockwell Scott - Chief Information Officer, Delek US
• Determining what your automation goals are: fewer workers? scaled capabilities? greater speed? higher quality? New capabilities?
• How does the application of intelligent automation integrate into the overall business strategy of operational excellence and cost reduction?
• How to develop a business case for change in applying AI/ML
• Where in your business do the opportunities lie? How to prioritize the areas of your business to automate
• Understanding how the digital revolution will impact your approach to operational excellence

Sushma Bhan

Chief Data Officer - Technology, Development & Wells


Rockwell Scott

Chief Information Officer
Delek US

12:25 pm - 1:00 pm A Practical Approach to AI: Critical factors that no one talks about

Lauren Goodwin - Former Vice President, Digital Transformation, BP
AI programs are complex and multi-faceted. In this presentation, Lauren Goodwin will share her experience with AI, including the often forgotten components: practicality, people, cyber security, and data.
• Building a data foundation to support successful AI programs
• Combining AI and IoT to maximize data growth
• Creating a proper risk framework and cyber security procedures
• Training the workforce according to AI needs
• The 5 staged approach for maximum value and business transformation
• Leveraging industry expertise to deliver quick results

Lauren Goodwin

Former Vice President, Digital Transformation

1:00 pm - 1:45 pm Networking Luncheon

Choose Between Tracks

The Connected Worker

1:45 pm - 2:15 pm Automation as a Driver of Efficiency, Business Improvement & Problem Solving
Sarma Garimella - Project Lead, Manufacturing Execution Systems, The Dow Chemical Company
Patrick Seals - Director, Information Technology, Callon Petroleum
The challenging economic landscape has forced businesses to scrutinize their operations in pursuit of greater productivity and asset efficiency. Meanwhile, the market is growing increasingly diverse as renewables mature and new entrants emerge. Digital is becoming increasingly pervasive as companies turn to technology to modernise processes and deliver competitive advantage. From remote monitoring and automation, to data analytics, asset visualisation and HPC, digital technology is changing the game. This transformation has seen IT become a core business asset, drawn from a background support role and repositioned as a centre of value creation, innovation and insight.

Sarma Garimella

Project Lead, Manufacturing Execution Systems
The Dow Chemical Company


Patrick Seals

Director, Information Technology
Callon Petroleum

The Connected Worker

2:45 pm - 3:15 pm Beyond Digital Transformation: The Connected Environment
Brent Kedzierski - Head of Learning Strategy & Innovation, Shell
• Industry 4.0 - shifting from static digital to dynamic connectivity
• Future of Work and Learning: Learning trends, predictions for the modern learner
• Overview of the connected environment – connected plant, connected field worker and connected learner

Brent Kedzierski

Head of Learning Strategy & Innovation

The Connected Worker

2:45 pm - 3:15 pm Operationalizing Digital Strategy
Nathan Rightmer - Customer Success Manager, Innovatia
• Practitioners from Innovatia will discuss the observed
transformations of operationalizing digital strategy through
the lens of a digital maturity model outlining phases along the
• Phase 1: Access: Digital systems mobilize operations
providing new levels of access, interactivity, and
• Phase 2: Awareness and Adoption: Transitioning to a new
experience makes people see things they hadn’t in the past.
Digitizing words on paper gives new perspective to content.
Organizations begin to snap out of “highway hypnosis.”
• Phase 3: Accountability: The level of transparency,
feedback, and interactivity contributes to a new weight of
• Phase 4: Adaptation: Successes in operations are noticed
and people start to say, “let’s do the same thing over here, in
maintenance, laboratories, emergency response and learning.”
• Phase 5: Aggregate: Old and new systems housing other
mission critical data are now needed to work in unison. As
this happens digital integration delivers ever increasing value.

Nathan Rightmer

Customer Success Manager

Data & Analytics

1:45 pm - 2:15 pm Leveraging historical data: The first step to Performance Optimisation
• Using LR to move away from experience only decision making to data driven decisions
• Using your historical data to understand your key challenges and then creating benchmarks to measure your success
• How Natural Language Processing and AI coupled with data science can move you from a traditional approach to an Industry 4.0 strategy

Data & Analytics

2:15 pm - 2:45 pm Gaining Buy-In and Building Trust to Fully Leverage the Power of Data Analytics
Fakhri Landolsi - Head of Data Science, North America, Equinor
• Why focusing on the people is the key success factor to making this work
• Leadership opportunities and challenges
- Overcoming cultural barriers to adopting new technologies and new ways of working
- How to engage the organization in trusting in new tools, models and output
- The importance of communication
• Believing that data is a critical asset and building trust in data
• How to get started with analytics

Fakhri Landolsi

Head of Data Science, North America

Data & Analytics

2:45 pm - 3:15 pm As the saying goes – in the digital paradigm, every company is a data company
Vinit Verma - Senior Technology Advisor, ExxonMobil
The energy industry has used data Since its inception in the late 1800s. Looking for hydrocarbon resources in the subsurface involves tremendous data gymnastics involving seismic data to characterize what lies beneath. While we have dealt with data for decades the challenge around managing data is even greater now given its exponential growth. Data is like water in many ways - it is pervasive and critical. This talk will explore how learning’s from how we manage Water as humans might help us effectively prosecute our data challenges in the energy, chemicals & resources industries. The ‘water and data’ analogy is interesting and it provides some valuable insights on how to strategically manage data.

Vinit Verma

Senior Technology Advisor

Process Optimization

1:45 pm - 2:15 pm Perfect processes? How perfect do your processes need to be before you automate them?
Karthick Srinivasan - Director, Process Automation - Operations Excellence, DelekUS
• How do you ensure the data you wish to automate meets your process automation requirements - and is it really necessary before you push ahead with automating your processes?
• How to qualify your data to ensure it’s IA worthy
• How to automate structured versus unstructured data – the technologies to do so and what needs to be done prior to implementation and throughout the process
• Obstacles that often get in the way and how to overcome them

Karthick Srinivasan

Director, Process Automation - Operations Excellence

Process Optimization

2:15 pm - 2:45 pm Streamlining processes across your organization in order to avoid risk and ensure compliance
Hazardous industries live in a rapidly evolving world of changing operational and regulatory compliance. This panel will discuss key steps in the process discovery effort, and explores decision models for optimizing front line processes, eliminating inefficiencies, meeting environmental and regulatory compliance standards, and other widely used scenarios.

Process Optimization

2:45 pm - 3:15 pm Process Mining: How it works and what it can do for you!
• Optimizing process automation tracking and analysis
• Automatic process visualization to see processes’ event types, flow, and variables
• Root cause analysis, identifying event impacts
• KPI analysis utilizing dashboards for following up on processes and if they meet KPIs

3:15 pm - 3:45 pm Solution Insight Session

Branded as “the best networking session I’ve ever attended” by a number of past Summit delegates, this structured networking session is the ideal opportunity for
you to capitalise on time out of the office by speaking to each of your peers in attendance and learning about the solutions available to your specific Intelligent Automation challenges. How does it
work? It’s easy. You spend seven minutes at a table of your choice, and when the bell rings you’ll be directed to the next one to start another round of networking. At the end of the session you’ll have
met most of your peers, and if you haven’t, you can continue into the networking cocktail reception at the end of the day.

Choose Between Tracks

Asset Optimization

3:45 pm - 4:15 pm Identifying – and eliminating sources of value loss: Applying intelligent automation tools to enhance reliability and reduce asset risk
• Defining the key elements for asset integrity and reliability excellence, and the culture that goes with it
• Addressing the critical components to ensure long term sustainability
• Monitoring asset condition by collecting and analyzing real time data
• Eliminating unnecessary costs and reducing potential incidents through improved data analytics
• How can companies make the most out of this available data and use the power of big data to reduce production losses?

Asset Optimization

4:15 pm - 4:45 pm Optimizing Integrity Management Through the Power of Data Science and Machine Learning
• Gap Analysis- thorough analysis of current processes and procedures and how they are transformed
• Case Studies – discuss various success stories around solving specific business problems within integrity management
• Return on Investment – discover tangible cost savings as compared to existing industry operating standards shifting corporate culture to embrace cloud solutions
• Data security and privacy – addressing concerns from the IT perspective
• Getting Started – a strategic approach to assess technologies and how they can be incorporated into operations

Asset Optimization

4:45 pm - 5:15 pm Real time performance optimization: Leveraging Artificial Intelligence in Hazardous Industries
Yugender Chikkula - Manager, Technology (APC/Monitoring/Digitalization), Motiva Enterprises
• Using Machine learning and AI for equipment condition monitoring and predictive analytics
• How can a production engineer use this technology to optimize his or her work day?
• How can AI really drive bottom line benefits for your company?
• What about the risks?

Yugender Chikkula

Manager, Technology (APC/Monitoring/Digitalization)
Motiva Enterprises

Robotic Process Optimization

2:45 pm - 3:15 pm From RFP to Automation: RPA at Equinor
Rosie Murphy - Program Manager, Major Projects Digital Transformation, Equinor
Alex De Sousa - Head of IT, Equinor
From the RFP process to vendor selection, and proof of concept to operational RPA, Rosie Murphy, Digital Program Implementation Manager, and Alex De Sousa, Head of IT at Equinor will discuss the roll out of Equinor’s RPA program and the lessons learned along the way.
• Lessons learned, key challenges, and key benefits
• Conducting proper vendor evaluations to meet your needs
• Employing RPA in operations
• Predictive Maintenance
• Compliance and Safety
• Delivering tangible results and demonstrating the value of RPA in your organization
-What has worked for Equinor? The industry as a whole?
• Pairing RPA with other intelligent automation technologies

Rosie Murphy

Program Manager, Major Projects Digital Transformation


Alex De Sousa

Head of IT

Robotic Process Optimization

4:15 pm - 4:45 pm Better with bots? Are robotics the future of work in hazardous industries?
Have you considered the creation of a ‘virtualized workforce’ that emulates the rapid automation and execution of repetitive steps in a process interaction with systems in the same way as a human user, meaning no complex system integration required? Robots can be used for many different tasks in multiple conditions. For instance, in normal operations, they’re currently being effectively used for inspections of pipeline and offshore rigs. Further, in emergency scenarios, they are being effectively leveraged for tasks such as search and rescue and damage assessment. The challenges and best practices associated with Human Robotic Interaction (HRI) for these diverse task types and environments is not well known. This talk will provide a brief overview of how robot operators performance varies under different conditions and will provide recommendations for how tools (e.g., crew rest schedules, UAS apps), tasks, and trainings can be designed to mitigate performance failures. These recommendations will be grounded in evidence from the NeuroErgonomics lab on performance under fatigue/stress, and more recently from an NSF-funded project to Mehta, Peres, and Murphy, which is currently investigating physiological and behavioral outcomes from public safety sUAS pilots during Hurricane Harvey response and surveillance operations at Hawaii to understand opportunities and challenges associated with HRI in hazardous work environments.

Robotic Process Optimization

4:45 pm - 5:15 pm Shifting how work gets done: Harnessing the power of humans and machines working together
Julie Thyne - Global Continuous Improvement Lead, Dow Chemical
• What activities do humans in the organization do well and not so well?
• Are there opportunities for humans and robots to work together in new and different ways?
• Are people willing to trust RPA technology tools to help make better decisions and add value?
• What capabilities is your organization missing – that robots can do?

Julie Thyne

Global Continuous Improvement Lead
Dow Chemical

AI & Machine Learning

3:45 pm - 4:15 pm Applying AI and machine learning in a cost‑constrained environment
  • Strategies for reporting and measuring outcomes
  • Understand how to evaluate what projects should and shouldn’t be automated - and why
  • How to drive governance enterprise-wide and drive more visibility into areas that can be automated to free up employees to focus on higher value activities

AI & Machine Learning

4:15 pm - 4:45 pm Distributed Control Systems: A case for open systems
Steve Bitar - R&D Program Manager - Automation Advisor, ExxonMobil
Distributed Control Systems (DCS) are critical for the safe
and reliable operation of today’s manufacturing plants.
While these systems are mature, stable and reliable, the
architecture remains closed and proprietary. Users cannot
integrate best in class components, upgrade compute
resources, develop using preferred programming languages,
reuse application software across different systems, and
insert real-time third-party applications. In addition,
fractured proprietary ecosystems with multiple computer
platforms reduces the incentive for third-party software
development. The bottom line for operating companies
is that proprietary systems limit marketplace competition
and create barriers to innovation. Open automation
systems attempt address these issues by providing an open,
standards-based architecture that promotes value creation
and market competition. Open systems offer the potential
to unlock value capture by creating an architecture
that supports the quality attributes of interoperability,
portability and far-edge device interchangeability.


Steve Bitar

R&D Program Manager - Automation Advisor

AI & Machine Learning

4:45 pm - 5:15 pm AI in Oil & Gas: Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• Basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI
- Asset reliability
- Operational optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty
• Integrating people, process & technology to properly drive transformational change
• Developing the necessary skills throughout the workforce, including leadership
• Properly shaping systems and technology and creating fit-for-purpose platforms
• Establishing effective, standard, ways of working
• Creating a culture that fosters technology adoption and continuous

Caryn Ogier

Project Manager, Operations Technology
Noble Energy


Andrew Nobbay

Finance Director - Performance Improvement


Dennis Bell

Vice President, Automation Instrumentation & Electrical
Universal Pegasus

6:00 pm - 6:00 pm Day One closing remarks and conference adjourns

6:00 pm - 7:00 pm Networking Cocktail Reception for all Conference Attendees, Speakers and Sponsors