With digital transformation being a high priority for most organizations, automating processes have come front and center for most functional leaders, so to increase process efficiency for a wide array of functional objectives and use cases. However, before any functional area process or processes can be automated, there are many steps that must be taken first and as a team collaboration between automation teams, the functional area in need of an automation roll-out, as well as many other parties, such as governance and oversight, IT, audit, and much more, so to ensure program feasibility prior to launch.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below matters:

• Which areas of the business need to get involved, so to help identify which processes could, should, or should not be automated
• What needs to be identified, reviewed, and analyzed prior to an automation program roll-out, so to prepare for an automation PoC (proof of concept) and program launch
• How to best collaborate with functional area leaders to determine if a potential automation program meets the required technical, infrastructure, workforce, audit, governance, and other business requirements
• How to determine which processes would provide the greatest business outcomes and ROI

IA Maturity Level: All & Various

Lines of Business Functional Focus: Technology, Operations & Business-Wide

Claire Grosjean - NEW

Senior Director, Business Process Management
TECHNOLOGY CREDIT UNION

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In today's digital-first business landscape, data is certainly a great asset, yet it’s also very challenging to work with and leverage. With so much unstructured and semi-structured documents flooding into organizations and their functional areas, via such document types as scanned images, PDFs, emails, and more, the necessity to interpret, categorize, catalog, and utilize said data can certainly be challenging. 

That’s where Intelligent Document Processing (IDP) can assist, as a powerful automation tool to capture, extract, and convert unstructured and semi-structured data into structured and usable data. By utilizing IDP, data can be processed more effectively and provide highly valuable business insights.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

• What exactly is IDP, how does it work, and what are the technical requirements
• Determining which functional areas and processes would be ideal candidates to utilize IDP
• Strategies to ensure data quality for data validation, verification, and ongoing optimization to get the most out of data utilizing IDP

IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Technology, Operations, Process Improvement & Much More!

Emmanuel Lai

Vice President - Intelligent Automation Program Leader
WELLS FARGO

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All organizations grapple with project management challenges, often stemming from disconnected people, data, and applications. Project managers frequently expend significant time gathering and analyzing data to derive relevant insights, while team members struggle with constant status updates and executives lack timely visibility into key initiatives.

To overcome these hurdles, forward-thinking organizations are embracing a collaboration-first approach to enhance project outcomes and value realization. This approach empowers stakeholders with actionable information, shifting the focus from mere status updates to identifying the most effective path forward.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below matters:

• Transformative strategies for enhancing project management and achieving superior outcomes
• Leveraging AI and automation tools to modernize project and portfolio management, maximizing existing investments
• Utilizing diverse tools to manage projects and foster collaboration across teams, applications, and data, thereby minimizing workflow gaps
• Discover how to revolutionize your project management practices for enhanced efficiency and success

IA Maturity Level: Early Adoption & Implementation

Lines of Business Functional Focus: Operations, Technology & Business-Wide

Sponsored by: Chazey Partners

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Phil Searle

Founder & CEO
CHAZEY PARTNERS - a QX Global Group Company

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Lee Coulter

Godfather of IA & Chief Digital Officer
ACRESIS

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Process mining is a technique that utilizes data to visually reconstruct and analyze process workflows, revealing inefficiencies and potential opportunities for optimization. It can uncover process handling and operational bottlenecks and inefficiencies, which in turn can negatively impact data performance and productivity. By utilizing process mining, it can provide evidence-based perspectives on process enhancement, ensuring decisions about resource distribution are grounded in solid data.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

• Functional areas where process mining can provide the greatest impact – or perhaps not be utilized at this time
• Technical, infrastructure, and workforce requirements
• Obtaining stakeholder buy-in to invest in process mining – challenges and how to convey program value
• Developing a process mining roadmap – objectives, timeline, and KPIs/metrics

IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Operations, Technology & Much More!

Timothy Brown - NEW

Process Intelligence Manager
META

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While a seasoned tradesman never blames their tools, there’s something to be said about using the right tool for the right job. There’s certainly a wide variety of IA tools to choose from these days and having a keen understanding of their capabilities, restrictions, costs, and benefits is of utmost importance prior to selection and usage.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below matters:

• You’ve heard about the Generative AI revolution…let’s talk about the risks!
• Breaking down the differences between nice-to-have versus must-have IA tools - and at various stages of an automation journey
• Evaluating the true capabilities of your business and tying this back to the IA vendor landscape, so to best match your business needs with appropriate IA solutions
• Mapping out how different IA toolkits may evolve based upon different business needs

IA Maturity Level: Early Adoption & Implementation

Lines of Business Functional Focus: Operations, Technology & Business-Wide

Sponsored by: ScottMadden

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Brad DeMent

Partner
SCOTTMADDEN

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Henry Bell

Partner
SCOTTMADDEN

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Hyperautomation is the integration of a wide array of IA technologies, such as AI, ML, RPA, NLP, Digital Twins, data analytics, and much more, which can rapidly automate and augment complex business processes. It can be utilized to enhance process efficiency, reduce errors, and achieve greater process optimization. It can also offer process analysis, task automation, assist with complex decision-making, enhance customer interactions and engagement, bridge disparate systems within an organization to facilitate seamless data flow and process integration, and much more.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

• Developing a clear vision of what your organization hopes to achieve with hyperautomation
• Hyperautomation capabilities and potential use cases
• Data governance, quality, and optimization
• Technical, infrastructure, and workforce requirements
• Potential challenges and solutions surrounding planning and implementing hyperautomation initiatives

IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Technology, Operations & Much More!

Dr. Hemil Dhami - NEW

Former Principal Data Scientist
PALL CORPORATION

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As the demand for automation expertise continues to outpace supply, Citizen Development programs have emerged as a promising remedy. However, the ease with which non-technical workforces can create workflow apps comes with inherent risks, and strong governance is critical so to ensure that the benefits outweigh the drawbacks. Nevertheless, if planned and managed properly, Citizen Development programs can significantly reduce automation workforce pain points, which is why it might be a good fit for some of your organization’s functional areas and their various use cases.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below matters:

• Identifying workflows best suited for Citizen Development programs
• Understand the pivotal role of governance and Center of Excellence (CoE) engagement that must be in place
• Citizen Development initiatives ownership
• Challenges and solutions associated with Citizen Development program operating within functional silos
• Looking within the organization to uncover and nurture potential Citizen Developers

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR & Business-Wide

Andrew Enderle

Senior Process Automation & Technology Analyst
AMERICAN FAMILY INSURANCE

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When automation programs under an organization, and/or its various functional areas mature, there are several natural next steps an organization can go with their highly mature automation programs so to ensure continued program growth and increased business outcomes. One of the many options is to optimize existing automation programs and tech stacks, by integrating and layering other automation programs, RPA, and generative AI with legacy systems and vice versa. By doing so, mature automation programs can provide hyper-enhanced business value to the organization.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

• Why integrating IA and generative AI is essential for scaling up a wide array of automation initiatives
• Learn how to infuse legacy systems with new-age capabilities to drive innovation and operational efficiency
• Data governance, quality, optimization
• Leveraging historical data within modern AI frameworks
• Challenges and potential solutions associated with integrating new technologies with existing infrastructures

IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Technology, Operations & Much More!

Vivek Goel - NEW

Chief Artificial Intelligence Strategist
WELLNESS CONNECTION

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