December 02 - 05, 2019
New Orleans, LA

Training Workshops: Monday, 2 December 2019

INTERACTIVE & ACTIONABLE LEARNING

Please note, the Workshops are NOT “sit back and just listen” sessions. You will be asked to participate in the group exercises, so please be prepared to put your “IA thinking hat” on when attending these sessions. Workshop registrations will be on a first come first serve basis. If you do not pre-register for your Workshop, unfortunately we’ll have to assign seating based upon demand and availability.

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

Meet and mingle with your peers prior to the start of Training Workshops A & B.

PRACTICAL & ACTIONABLE INTELLIGENT AUTOMATION

Choose one (1) of the below two (2) Workshops, mixing up your selection between all the Workshops for the day.
However, you can’t be in two rooms at once, so bring a colleague and “Divide & Conquer” all there is to learn about these subjects!

Utilizing Design Thinking principles as your IA PoC development framework will reduce the doubts that may arise with respect to your IA program’s value proposition and call to actions thereafter.

Following the five (5) Design Thinking Principles will enable you to design a PoC that is usercentric, meets the diverse needs of your IA customers, and will allow for further program growth and improvements.


Mark Davison, Global Partner, Robotic Process Automation & Cognitive at Information Services Group (ISG)

Mark Davison

Global Partner, Robotic Process Automation & Cognitive
Information Services Group (ISG)

Scott Furlong, Partner, Head of Business Advisory Services at Information Services Group (ISG)

Scott Furlong

Partner, Head of Business Advisory Services
Information Services Group (ISG)

THEORY

8:45 am - 10:30 am
In this interactive project-based Workshop, the session leader will give instruction on how to develop a Design Thinking IA Proof of Concept, keeping in mind the below key Design Thinking principles:
  • Empathize
  • Define
  • Ideate
  • Prototype
  • Test

GROUP ACTIVITY

8:45 am - 10:30 am
The session leader will break up the audience into five (5) rotating group huddles that will focus on the top five Design Thinking Methodologies, whereas doing so will enable them to developing an effective PoC roadmap, as a collaborative and Agile team effort.

The above will include developing Design Thinking-based “Proof of Concept” mock projects, as a group assignment to be facilitated and completed within this session.

TAKEAWAYS

8:45 am - 10:30 am
A variety of actionable Design Thinking-based PoC blue prints to potentially utilize for your own PoC efforts.

OBJECTIVE

8:45 am - 10:30 am WORKSHOP B: DEVELOPING ENGAGING & LONG-TERM IA WORKFORCE STRATEGIES
Let’s get real - the reality of bots fully taken over mainstream workforces is still something that won’t be realized for quite some time.

And as we all know, bots can’t survive without human interaction, manipulation, and analysis – which is yet another reason developing effective IA workforce strategies is so important.
Christy Schultheiss, Vice President, Process, Project & Change Management at Lowe’s

Christy Schultheiss

Vice President, Process, Project & Change Management
Lowe’s

THEORY

8:45 am - 10:30 am
In this interactive project-based Workshop, the session leader will give an overview of the common challenges being felt on the business and IT side of the IA space as it relates to workforce engagement, training, and longterm engagement – and tactics to overcome a variety of workforce obstacles.

GROUP ACTIVITY

8:45 am - 10:30 am
The session leader will break up the audience into the below group huddles, tasking them to work through a variety of common problems that come up with each, tactics to overcome them, and long-term workforce strategies to keep in mind – and also develop in this session, as a group effort/ discussion.
Group Huddles:
  • Workforce recruitment, retention & training
  • Workforce messaging
  • Change management
  • Big Picture workforce strategic planning

TAKEAWAYS

8:45 am - 10:30 am
  • How to build business and IT IA workforce strategies that put into account your diverse workforce talents, resources, challenges, project goals and keep them engage in the “here and now” and long-term
  • Sourcing and managing effective external IA teams
  • Workforce career development and paths
  • Developing workforce change management initiatives

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

Meet and mingle with your peers prior to the start of the next set of Training Workshops.

PRACTICAL & ACTIONABLE INTELLIGENT AUTOMATION

Choose one (1) of the below two (2) Workshops, mixing up your selection between all the Workshops for the day.
However, you can’t be in two rooms at once, so bring a colleague and “Divide & Conquer” all there is to learn about these subjects!

OBJECTIVE

11:00 am - 12:45 pm WORKSHOP C: DEVELOPING HIGHLYCUSTOMIZED & EFFECTIVE IA PILOT PROGRAMS ENGINEERED BY DESIGN THINKING PRINCIPLES
With 50% of IA Pilot Programs failing, and in turn requiring an organization to reevaluate their failed programs so to try again and hopefully not fail on round 2, perhaps developing an IA Pilot Program based upon Design Thinking Principles is the way to go?

By following the below five (5) Design Thinking Principles, an IA Pilot Program is more likely to be user-centric, meet the diverse needs of your IA customers, and will allow for further program growth and improvements.

*Working lunch will be provided.

THEORY

11:00 am - 12:45 pm
In this interactive project-based Workshop, the session leader will give an overview of the five (5) 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 (5) Design Thinking Principles:
  • Empathize
  • Define
  • Ideate
  • Prototype
  • Test

GROUP ACTIVITY

11:00 am - 12:45 pm
The session leader will then break up the audience into five (5) rotating group huddles that will focus on the top five Design Thinking Principals, tasking them to work through a variety of Pilot Program development and project management tasks.

TAKEAWAYS

11:00 am - 12:45 pm
Practical and actionable roadmaps to plan and implement a variety of IA Pilot Programs.

OBJECTIVE

11:00 am - 12:45 pm WORKSHOP D: DEVELOPING SCALABLE IA PROGRAMS ALONG VARIOUS IA MATURITY STAGES
At every maturity stage of an IA program, it’s essential to think though the short and long-term feasibility of scalability and the methods you must employ to achieve your desired objectives.

However, with so many variables at hand, developing a scalability roadmap isn’t easy and requires deep-dive strategic planning.

*Working lunch will be provided.


THEORY

11:00 am - 12:45 pm
The session leader will provide an overview of the various stages of IA scalability, based upon the below IA maturity levels:
  • Early Adoption
  • Implementation
  • Maturing
Further broken down by:
  • Budget
  • Scope
  • Objectives
  • Technical, IT & Workforce Capabilities

GROUP ACTIVITY

11:00 am - 12:45 pm
The session leader will task the audience members to develop a “Scaling Up” mock project, working as small teams to tackle the likely obstacles that may arise along each maturity stage. Once the group’s mock projects are complete, each group with present its project to the room, explaining the roadblocks they faced and how they solved a given problem.

TAKEAWAYS

11:00 am - 12:45 pm
Variety of sensible IA scalability roadmaps that can be applied to your organization’s IA journey.

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

Meet and mingle with your peers prior to the start of the next set of Training Workshops.

PRACTICAL & ACTIONABLE INTELLIGENT AUTOMATION

Choose one (1) of the below two (2) Workshops, mixing up your selection between all the Workshops for the day.
However, you can’t be in two rooms at once, so bring a colleague and “Divide & Conquer” all there is to learn about these subjects!

OBJECTIVE

1:00 pm - 2:45 pm WORKSHOP E: HOW TO ENSURE YOUR IA PROGRAMS DON’T GET STALLED
IA is not a “thing to do” but rather a “way we do things.” It is a decision to do things differently. It brings design thinking, task automation and eventually prescriptive analytics together to fundamentally transform a part of the business.

However, more than 50% of automation programs get stalled, with between four and seven automations in production. Why is that?


Kent Andrews, Director of Professional Services at Agilify

Kent Andrews

Director of Professional Services
Agilify

THEORY

1:00 pm - 2:45 pm
The session leader will kick off the session defining the 13 common stall points and how to evaluate your current level of readiness across these critical areas of your business and IA programs:
  1. Design authority
  2. Effective execution
  3. Governance
  4. Automation anxiety and cultural roadblocks
  5. Underestimating the true benefits of automation
  6. Keeping audit out of the loop
  7. Lack of an automation strategy
  8. Procuring with a limited view
  9. Supporting adoption through change management
  10. Automation as an IT investment
  11. Neglecting "process" change management
  12. Security concerns
  13. Tracking true metrics for cost control

GROUP ACTIVITY

1:00 pm - 2:45 pm
The session leader will break up the group into three group huddles based upon IA maturity, whereas they will discuss and work through the below areas of concentration, as a interactive, collaborative, series of group exercises to identify methods to overcome possible stall points, and how to move forward with a variety of IA programs at various stages of maturity.

Group Huddles
  • Planning & launching
  • Implementation & evolving
  • Mature & maturing
  1. How to determine the health of your existing automation capability in order to scale up
  2. How are technology providers supporting production management, operations management and design authority?
  3. How to guide your enterprise and customers through the change journey

TAKEAWAYS

1:00 pm - 2:45 pm
Deep understanding of the IA stall points and how to ensure your IA program doesn’t succumb at any point of its roll out and expansion phases.

OBJECTIVE

1:00 pm - 2:45 pm WORKSHOP F: HOW PROCESS MINING CAN STREAMLINE PROCESSES, INCREASE TRANSPARENCY & INCREASE PRODUCTIVITY
In order to maximize your organization’s digital transformation and process improvement efforts, it’s imperative to understand the massive amounts of data that’s at your fingertips and how to best utilize the data.

To name just a few examples, in finance/banking, data mining can create accurate risk models for loans & mortgages and detect fraudulent transactions. In marketing, it can improve conversions, increase customer satisfaction, create targeted advertising campaigns. In manufacturing, data discovery is used to improve product safety, usability and comfort.

THEORY

1:00 pm - 2:45 pm
The session leader will kick off the session to explain how process mining software can help organizations easily capture information from enterprise transaction systems and provides detailed and datadriven information about how key processes are performing.

GROUP ACTIVITY

1:00 pm - 2:45 pm
The session leader will then task the audience members to go through a series of potential processes to analyze utilizing processing mining software to do so.
Function areas to be explored will include, yet will not be limited to:
  • Finance
  • HR
  • Procurement

TAKEAWAYS

1:00 pm - 2:45 pm
Enhanced understanding of how process mining works and if it’s a good fit for your IA programs.

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

Meet and mingle with your peers prior to the start of the next set of Training Workshops.

PRACTICAL & ACTIONABLE INTELLIGENT AUTOMATION

Choose one (1) of the below two (2) Workshops, mixing up your selection between all the Workshops for the day.
However, you can’t be in two rooms at once, so bring a colleague and “Divide & Conquer” all there is to learn about these subjects!

OBJECTIVE

3:15 pm - 5:00 pm WORKSHOP G: WHAT IS AI & WOULD IT BE A GOOD FIT FOR YOUR ORGANIZATION’S PROCESS IMPROVEMENT INITIATIVES?
In years past AI represented Artificial Intelligence. However, in the past few years AI has become an umbrella term to represent AI, ML, deep learning, NLP, and many more smart technologies – leaving many confused if they even need an “AI” program.

To add fuel to the confusion, if you don’t know which one is which and what it can do, how can you fully understand its capabilities and take advantage of the process improvement opportunities it can offer your organization?


Damo Vasudevan, Senior Solutions Architect at FortressIQ

Damo Vasudevan

Senior Solutions Architect
FortressIQ

Beth Bourg, Senior Product Marketing Manager at FortressIQ

Beth Bourg

Senior Product Marketing Manager
FortressIQ

THEORY

3:15 pm - 5:00 pm
The session leader will begin the Workshop explaining what AI is, the various forms of AI, and the various ways it can be utilized by various industries and functions.

GROUP ACTIVITY

3:15 pm - 5:00 pm
The session leader will then run through a series of mini group projects based upon the below topics of discussion:
  • 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

TAKEAWAYS

3:15 pm - 5:00 pm
Increased knowledge of the various AI technologies that could add value to your organization’s diverse operations.

OBJECTIVE

3:15 pm - 5:00 pm WORKSHOP H: “IA WOMEN” - DEVELOP AND NURTURE A WORKFORCE LANDSCAPE THAT ENCOURAGES, DEVELOPS & PROMOTES “WOMEN IN IA”
Depending upon which functional area you work within the IA space, your work environment may consist or more men than women, and in turn, seem like a “Boys Club”. If that’s the case, as a woman, you may feel a heightened need to prove yourself to Stakeholders – as well as feel your IA career development & advancement opportunities are not equal to your male counterparts.

However, as the industry grows, there are more “Women in IA” than ever before and in various leadership positions. There is also strong male and female voices in management positions that are actively encouraging a fair and empowering workplace for “IA WOMEN” and have successfully implemented initiatives to accomplish these objectives.
Vanida Rattanaphasouk, Business Process Lead – Talent Acquisition at Coca-Cola

Vanida Rattanaphasouk

Business Process Lead – Talent Acquisition
Coca-Cola

THEORY

3:15 pm - 5:00 pm
In this interactive project-based Workshop, the session leader will give an overview of the areas in which “IA WOMEN” need to focus on so to ensure equal IA career development, growth, and advancement and in a variety of IA roles, from technical to Senior Management, and more.

GROUP ACTIVITY

3:15 pm - 5:00 pm
The session leader will then break up the audience into three (3) stages of career positioning, to discuss the below subject matters and how “IA WOMEN” can be successful at any stage of their IA career. Topics of discussion will also include how management can develop clear career development roadmaps, support systems, and advancement opportunities for the fabulous women within their IA organizational teams.
Group Huddles
  • Early Career - how to enter the IA workforce, job skills required, how to obtain the necessary skill sets, and what are of the IA space is a good fit for your career goals
  • Mid-Management - ensuring equality in hiring practices, job roles, project assignments, developing and training female teams – and how you can move up the IA career ladder, into a more senior-level role, and/ or in a different capacity that may offer you even greater intellectual and career rewards
  • Senior Management – how to ensure a positive and encouraging “Women in IA” workplace – developing short and long-term workforce management strategies, new, and/or expanded job roles that cover the full spectrum of IA careers, and much more

TAKEAWAYS

3:15 pm - 5:00 pm
Practical and actionable roadmaps to plan and implement a variety of career path options for “IA WOMEN”.

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

5:05 pm - 6:00 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 OFF-SITE SOCIAL EXPERIENCE

Get your party hats on because we’re taking advantage of the exciting city of Nashville!