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Created by the founders of the world's largest Process Network, with 98,000 members and counting...
                                                                                                                                                                              INCREDIBLE
                                                                                                                                                                              DISCOUNTS
                                                                                                    Meet our unprecedented PEX WEEK                                             for Vice
 The 14th Annual                                                                                                                                                              Presidents!
                                                                                                    speaker line-up! Over 45 of the                                              More info on
                                                                                                    most senior process leaders including:                                        p. 21....


                                                                                                                                                                Eric Michrowski
                                                                                                                     KEYNOTE:                                   Director, Quality and
                                                                                                                     Jim Carroll                                Process Improvement
                                                                                                                     Futurist                                   Telus
                                                                                                                     Trends &                                   Eric Beylier
                                                                                                                     Innovation expert                          Vice President/CPO and
                                                                                                                                                                Head of Global Supply
                                                                                                                                                                Chain and Procurement
                                                                                                         Michelle Boutwell                                      TETRA Technologies
                                                                                                         SVP, IT Strategy and Planning
                                                                                                         Citi                                                   Leo Shuster
                                                                                                                                                                Director, IT Architecture
                                                                                                         Jim Durkin                                             Nationwide
                                                                                                         Vice President, Operations,
                                                                                                                                                                Vincent D. Pierce, SVP,
January 21st – 25th, 2013 • Hilton Bonnet Creek • Orlando FL                                             Cheese and Dairy
                                                                                                                                                                Business Transformation,
                                                                                                         Kraft Foods
                                                                                                                                                                Office Depot
One Week. One Community.                                                                                 Dellroy Birch
                                                                                                         CIO
                                                                                                         Fortegra Financial
                                                                                                                                                                Lynn Kelley, VP,
                                                                                                                                                                Continuous

One Vision for Excellence.                                                                               Chris Bloxham
                                                                                                         Director Project Integrity and Risk
                                                                                                                                                                Improvement, Union
                                                                                                                                                                Pacific Railroad
                                                                                                                                                                Hay Wun Wain, SVP
                                                                                                         Management, Subsea Systems
                                                                                                         Cameron                                                Global Head of Business
                                                                                                                                                                Process Management,
Achieve the next level of growth by making your process improvement program 100%                         Danica Natoli                                          McGraw-Hill
customer centric and sustainable – event highlights include:                                             Director , Lean Six Sigma Master
                                                                                                         Black Belt                                             Emma Chen-Banas
•
NEW
      Innovation Insight: Find out what world class innovators do that you don’t - Jim                   Best Buy                                               Assistant Vice President,
      Carroll, World Renown Speaker and Innovation Expert                                                                                                       Business Process
                                                                                                         Chris Galante                                          Improvement
•     Business Process Evolution: From understanding and analysing to automating                         Process Improvement Leader                             MassMutual Financial
NEW
      and beyond, enhance your process capability to reach BPM peak performance                          Boeing                                                 Group
                                                                                                         Gregory North
•
NEW
      Outcomes Driven Agenda featuring Corporate Leaders Only Sessions and                               VP Corporate Lean 6 Sigma &
      Industry Forums designed to help you reach your desired results regardless of                      Business Transformation
      which tools you need to get there                                                                  Xerox
                                                                                                                           The event is a great benchmarking and networking device
                                                                                                                           for examining what others are doing in the Process Excellence
                                                                                                                           arena regardless of industry, product or service. I return from
                                                                                                                           these PEX events recharged, refocused, reaffirmed with new
Presented by:           Platinum Sponsor:    Knowledge Partner:     Keynote Sponsor:                                       tools, ideas, friendship and support systems.
                                                                                         Industry
                                                                                                                                            Chris Galante, Process Improvement Leader, Boeing
                                                                                         Awards:




Book Now!                  Email: enquire@PEXNetwork.com                       •   Telephone: 1-800-882-8684 + 1 646 378 6026                         •   www.pexweek.com
The 14th Annual                                                                                                                         Join PEX Week 2013 this
                                  January 21st – 25th, 2013 • Hilton Bonnet Creek • Orlando FL                                          year to benefit from:

                                  One Week. One Community.                                                                              •    Exclusive Keynotes – Giving you
                                  One Vision for Excellence.                                                                                 access to the leading minds in the
                                                                                                                                             community
                                                                                                                                        •    For End Users, By End Users –
                                                                                                                                             End Users contribution or profiling
                                                                                                                                             in every single session!
The new future of process thinking is on right on your doorstep – are you ready to step over the threshold?                             •    Goal-Oriented Break Out
If so, PEX Week Orlando is the only global event offering you the opportunity to revolutionise your business processes. Forward              sessions – all track sessions
thinking PEX professionals attend PEX Week Orlando to discover the future of customer-centric process management strategies and              tailored to your ultimate business
how to leverage them today to sustain and accelerate your organization tomorrow.                                                             objectives
PEX Week 2013 will enhance your Process Excellence learning and development, helping you to grow your industry support network          •    Audience Generated peer-to-
and benchmark against the world’s leading Process centric businesses. Before you review the enclosed agenda here are just some of            peer exchange – no more passive
this year’s unmissable learning opportunities:                                                                                               learning from PowerPoint
         thought leadership presentations, interviews and panels created specifically to stretch your horizons and inspire you to
                                                                                                                                             presentations!
48       drive high performance                                                                                                         •    Extensive structured
                                                                                                                                             Networking Opportunities –
         in-depth case studies from some of the F500's most admired and respected companies including: Fannie Mae, Office
30
PLUS
         Depot, Xerox, Citi, Merck, McGraw-Hill, Nationwide, Best Buy, Lockheed Martin, Roche Pharmaceuticals, Wellpoint
         Health, Baker Hughes and more!
                                                                                                                                             25% of our 2013 agenda is
                                                                                                                                             dedicated purely to networking

 6       highly interactive and practical workshops designed to go past the theory and give you the practical tools and knowledge
         needed to accelerate your process results                                                                                          Overall, great event. I wish
 5       Industry Streams: Manufacturing, Energy, Financial Services, Healthcare, Telco - plus multiple other sessions for other
         industries
                                                                                                                                            I was able to attend more!
                                                                                                                                            LSS Program, Siemens Energy

 3       themed content tracks: Strategy, Change and Leadership, Value Creation and Sustainability – ALL designed to give you
         a holistic view, not only of the process disciplines, but the supporting skills needed to generate sustainable results

 2       executive and exclusive leadership boardroom discussions: Bringing like minded leaders together to discuss
         the most pertinent business issues and how process strategies can be leverage to create a competitive advantage
                                                                                                                                        Loyalty Discounts
                                                                                                                                        Available to ALL
 1       Specialised LSS Training Stream: Designed to help those at the project level develop the specialised skills they need!
                                                                                                                                        Past Delegates!
 1       chance to meet and receive advice from the most innovative consultants, trainers and software providers all ready
         to help you take your process strategies to the next level                                                                     End User Attendees from 2012 are
                                                                                                                                        entitled to speciality discounted
This is your chance to revitalize, strengthen and accelerate your process strategies where and when they are needed. Want to find out
                                                                                                                                        rates for PEX Week 2013* Get in
more? Take a look at the agenda for more in-depth insights into themes, content and opportunities across the week or watch the video
from last year’s Summit to see what you could be part of!
                                                                                                                                        touch to find out more


www.pexweek.com                                                                                                                                                               2
THE
Meet Your PEX WEEK 2013 Speakers!                                                                                                                 MOST
                                                                                                                                                 SENIOR
                                                                                                                                                SPEAKER
                                                                                                                                                 PANEL
 Speaking for the first time ever at a                                                                                                            EVER!
                                                   Michelle Boutwell                 Craig Le Clair                       Douglas A. Norkus
 process excellence event, the PEX                 SVP, IT Strategy and Planning     Vice President and Principal         Enterprise Services
 Network proudly introduces our                    Citi                              Analyst                              Director, SOF CLSS
 2013 KEYNOTE Speaker:                             Jim Durkin                        Forrester Research                   The Lockheed Martin Team
                                                   Vice President, Operations,       Eric Smith                           Allen Hayes
                                                   Cheese and Dairy                  Senior Director, LSS, Project        Vice President,
                                                   Kraft Foods
                      Jim Carroll                                                    Management Office                    Operational Excellence
                                                   Dellroy Birch                     Kraft Foods                          Fortegra Financial
                      Futurist                     CIO                               Lynn Kelley                          Barnaby Fountain
                      Trends &                     Fortegra Financial                VP, Continuous Improvement           Director of Shared Business
                      Innovation Expert                                              Union Pacific Railroad               Services
                                                   Chris Bloxham
                                                   Director Project Integrity and                                         Merck & Co.
                                                                                     Emma Chen-Banas
                                                   Risk Management, Subsea           Assistant Vice President, Business   Dennis A. Narlock II
 Acknowledged as one of the world’s leading        Systems                           Process Improvement                  Continuous Improvement Leader
 global futurists, trends and innovation experts   Cameron                           MassMutual Financial Group           Catalent Pharma Solutions
 with a massive global blue chip client list. He   Danica Natoli                     Hay Wun Wain                         Renee M. Dineen
 helps transform growth-oriented organizations     Director, Lean Six Sigma Master   SVP Global Head of Business          Head of Organizational
 into high-velocity innovation heroes! Who has     Black Belt                        Process Management                   Development, Small Molecules
 booked Jim Carroll for his insight on future      Best Buy                          McGraw-Hill                          Division
 trends, innovation, & creativity? NASA. Disney.   Chris Galante                                                          Roche Pharmaceuticals
                                                                                     Keith Holliday
 The PGA of America. Johnson & Johnson. The        Process Improvement Leader        Director - Corporate Supply Chain    Steve Towers
 Swiss Innovation Forum. Simply put, Jim helps     Boeing                            & Logistics                          SVP and Founder
 to transform growth-oriented organizations        Gregory North                     Sonoco Products                      BPGroup.org
 into high-velocity innovation heroes.             VP Corporate Lean 6 Sigma &       Mallikarjun Angalakudati             Mark McGregor
                                                   Business Transformation           Head of Operational Performance      Principal Analyst
                                                   Xerox                             National Grid                        MWD Advisors
                                                   Eric Michrowski                   Ana Lapera                           Jay R Blanc Selva
                                                   Director, Quality and Process     Director, Process Improvement        Director of Operational
We were extremely pleased with                     Improvement                       Strategy                             Excellence and TQM
Jim’s presentation... the content                  Telus                             Fannie Mae                           Huawei Technologies Co Ltd
was bang-on and would hopefully                    Vincent D. Pierce                 Melissa Connolly                     Gary G. Jing
                                                   SVP, Business Transformation      IT Director, Strategic               Lean Six Sigma Deployment
prompt people to think about the                   Office Depot                      Innovation and                       Leader / MBB
rapidity of change going on in our                 Eric Beylier                      Organizational Effectiveness         Tyco Electronics
world! Jim’s storytelling approach                 Vice President/CPO and Head of    Baker Hughes
                                                                                                                          Nathaniel Palmer
really helps to get his points across!             Global Supply Chain and           Darren Glover                        BPM Practice Director, SRA
                                                   Procurement                       Director, Continuous                 International, Executive
He did a great job.                                TETRA Technologies                Improvement                          Director, Workflow Management
                                                   Leo Shuster                       WellPoint                            Coalition
Walt Disney Company
                                                   Director, IT Architecture
                                                   Nationwide

www.pexweek.com                                                                                                                                           3
Conference Day One                                                                                                 Monday, January 21st, 2013

7.00      Check In & Workshop Breakfast
          For All Access Pass attendees. To make your registration as speedy as possible please provide all of your workshop choices and personal details at point of registration.

7.00      Exhibition Hall Opens
          Explore the most comprehensive PEX Exhibition in the world! See P18-19 to see who'll be there.

8.00 –    Pre-Conference Workshops
10.30     Please select one workshop from A-D and one workshop from E-G at point of registration. (Please note that if you select D, you do not need to also select from E-G).


          Building Line Management                                  Avoid the Hidden “Eight                                    Leading With Zero-Based                                   Data-Driven Process
     A    Ownership to Enable                               B       Wastes” of LSS/PI Learning                        C        Thinking: How Your                                D       Excellence: Leveraging Big
          Effective Project and                                     Programs                                                   Organization is Catapulted to                             Data, Analytics, Process
          Program Leadership                                                                                                   Extraordinary, Sustainable                                Simulation, Business Process
                                                                                                                               Results When the Target is                                Modelling and Notation
                                                                                                                               Zero and All Losses Are                                   Modelling for Measureable
                                                                                                                               Defined                                                   Optimization Results

 As a Process Excellence leader you’re responsible         With Lean, waste is eliminated. Using Six Sigma,          Wayne Gretzky said “One hundred percent of the             In this fast-paced, high-touch and informative full-
 for improving business results such as profitability,     process variability is reduced. Lean and Six Sigma        shots you don't take don't go in.” At Milliken,            day workshop, participants will learn how to
 revenue, cost, cycle time and quality. But in order       are being applied by PI experts and knowledge             this is interpreted to mean setting sub-optimal            understand and leverage emerging technologies
 to deliver those results, you need to get, and            workers on every business process. Increasingly,          goals for your organization prevents you from              with process modelling and improvement
 keep, your organization’s attention to ensure             LSS/PI success is being focused on the Learning           scoring big. Milliken’s team will lead a discussion        methods to enable data-driven excellence. An
 consistent follow-through from multiple                   Programs themselves. As Dr. Liker, author of The          on innovative goal setting and the results you may         integrated approach to process improvement will
 stakeholder groups on the daily actions that affect       Toyota Way noted, “The key to enabling people …           expect when your organization’s aspirations are            be shown, combining BPMN with LSS Process
 leading indicators. Practical experience finds that       is to teach them how to think.”                           set for zero. From zero safety incidents to zero           Mapping and other methods, supporting
 having a strong executive sponsor is critical to          Improving your own processes as a PI leader is            quality problems and zero downtime, Milliken’s             simulation, big data, analytics, and optimization
 achieving these breakthrough business results.            imperative. You will leave this Workshop with             group will examine how to direct your                      technologies. Instruction will be provided on:
                                                                                                                                                                                • Modelling methodology
                                                           clarity about the hidden 8 Wastes of various LSS/PI       organizational improvement; through zero losses
 Key Challenges addressed:                                                                                                                                                      • Mapping models to a well-defined problem
                                                           learning models, and what peers are doing, as a           and how doing so can drive your system of cost
 • Obstacles to leadership behavior                                                                                                                                               statement
 • Lack of clarity on the roles, responsibilities and
                                                           type of benchmarking. The Quality Group Master            reduction and enable sustainability regardless how
                                                                                                                                                                                • Understanding the details of the analytics
                                                           Black Belts John Best (formerly of Seagate) and           competitive your business environment. Discover
   visible leadership behaviors that optimize                                                                                                                                     derived from the models
                                                           Jennifer Ralston (formerly of American Red Cross)         how all losses—even those in your blind spots—
   support of programs and projects                                                                                                                                             • How to use them for process improvement
 • Ineffective engineering of the leadership
                                                           will share insights about how numerous enterprises        should be considered opportunities. You will learn
                                                           have deployed powerful, sustainable learning              why Overall Equipment Effectiveness (OEE) is the
   behaviors necessary to ensure the success of                                                                                                                                 Taught by co-authors of “The BPMN 2.0
                                                           designs that replace the wasteful activities. These       basic measure of operational performance in all
   your project or program                                                                                                                                                      Handbook” and the forthcoming “LEAN BPMN”
                                                           activities can reduce knowledge transfer quality, are     Milliken’s and Milliken clients’ plants. Gain
 Participants will be able to:                             unnecessarily expensive, and allow knowledge to           insights during discussions centered on:                   as well as leaders of the Business Process
 • Understand why leaders “walk the talk”                  atrophy over time all reducing potential ROI results,     • How zero loss thinking connects your                     Simulation Working Group, the materials and
   through the lens of Applied Behavioral Science          and the intrinsic value of the PI program to the            operating/performance system, allowing you to            take-always combine recognized best practices
 • Use CLG’s proprietary, research-based DCOM®             enterprise. The workshop will conclude with a               exploit areas that are excellent while attacking         and actionable techniques, as well as standards-
   performance framework to highlight your                 discussion of actionable change management                  others in a continuous improvement fashion               based modelling methodology and analytics. The
   continuous improvement program leadership               techniques that can enable and sustain effective          • Defining losses and developing a ‘directionally’         instruction includes how to incorporate DMAIC
   opportunities                                           implementation of advanced learning programs,               accurate way of thinking                                 and SIPOC measures and data into simulation
 • Use Applied Behavioral Science tools to design a        saving you valuable time and resource in                  • The connection between time and                          models, as well as how to leverage predictive
   plan to enhance effective leadership                    your quest for learning excellence.                         dollars in using Milliken’s Money                        analytics for optimizing core metrics such as
   involvement and ownership for project                                                                               Mapping tool                                             Process Lead Time and Process Lead Time.
                                                           John Best, Vice President of Lean Six
   execution and governance                                Sigma, The Quality Group                                  Phil McIntyre and Jeff Rosenlund,
 Annemarie Michaud, Senior Partner,                                                                                  Directors of Business Development,
                                                           Jennifer Ralston, Master Champion, The
 Continuous Learning Group, Inc. (CLG)                                                                               Performance Solutions by Milliken
                                                           Quality Group

www.pexweek.com                                                                                                                                                                                                                        4
Conference Day One Monday, January 21st, 2013...continued

10.30     Networking Break in the Exhibition Hall                                                                                                                              Workshop D...continues
11.00 –   Pre-Conference Workshops
1.30                                                                                                                                                                           Also presented will be project best practices,
                                                                                                                                                                               including getting the Project Charter right (plus a
                                                                                                                                                                               example template), tips for how to properly setup
                                                                                                                                                                               a Project Selection Steering Committee, as well as
          Creating a BPM Discipline:                              Lean Plus: Taking On New                                   Standardisation: The Key to
   E      The Essentials for Lasting                     F        Frontiers                                          G       Crossing Business Borders
                                                                                                                                                                               how to incorporate modelling, simulation and
                                                                                                                                                                               analytics within collaboration prioritization
          Competitive Advantage                                                                                                                                                exercises. Participants will be equipped with both
                                                                                                                                                                               the means and understanding to begin their own
 Creating and sustaining agility and customer           Understanding how to apply a traditional process           Whether you have recently merged, have a global             successful journey to data-driven process
 centricity in a global business environment is a       methodology within the context of the                      operation or are rolling out multiple deployments           excellence.
 main enabler of lasting competitive advantage.         contemporary organization is challenging. This             across your business – standardisation is the               Nathaniel Palmer, BPM Practice Director,
 Isolated continuous process improvement efforts        workshop will provide you with the refreshing              essential platform that must be achieved before             SRA International Executive Director,
 such as Lean and Six Sigma often come into             perspective to engage, motivate and execute in             you can take the next step towards business                 Workflow Management Coalition
 question in a few short years of their lives. What’s   the 2.0 era.                                               excellence. Find out how to drive Standardised
 missing from such efforts to make them stick as                                                                   Process in this workshop.
 well as get to the next level, is a Business Process   Session is available for a leading PEX provider-if
 Management (BPM) discipline across the                 you think your service would be of interest to our         Session is available for a leading PEX provider-if
 organization that moves strategy systematically        attending PEX executives, get in touch on +44 (0)          you think your service would be of interest to our
 into people AND IT based execution.                    207 368 9300 or sponsorship@iqpc.co.uk.                    attending PEX executives, get in touch on +44 (0)
 Implemented through an effectively defined             Deadline for sponsorship: October 31st 2012.               207 368 9300 or sponsorship@iqpc.co.uk.
 process of process management that addresses                                                                      Deadline for sponsorship: October 31st 2012.
 key topics such as process ownership, process
 governance, and key new competencies,
 organizations can not only get such efforts to
 stick, but also get them to the next level.             Talking Heads with Diana Davis, Editor of PEXNetwork.com
 In this workshop, we will work through a holistic                                                                                                                                                                Diana Davis
 view of ‘the process of process management’ so                                                                                                                                                                   Senior Editor
 that participants will be able to understand what’s     PEX Week Team: Diana, thanks for offering to share your thoughts on the program for PEX Week 2013 – could you share which                                PEX Network
 needed in their organizations to enable lasting                        were the main things that jumped out to you?
 competitive advantage through agility and client        Diana:             Absolutely, it’s always exciting for me to see what the event team will come up with and this year I have to say I think there is a noticeable
 centricity in a global environment.                                        difference to the last two years that I’ve attended.
 Mark George, Global Practice Leader,                    PEX Week Team: Great, what makes you say that?
 Operations and Process Transformation                   Diana:             Well the focus on outcomes and results throughout the streams is a very different approach to past years where the focus has been on the use
 (OPT), Accenture                                                           of different tools - this should really help the delegates to achieve their results. The other main difference, and one which I find really refreshing,
 Dr. Mathias Kirchmer, Partner and                                          is the approach of adding an end user onto all sessions. Personally I find the tech sessions quite eye opening, but sometimes I struggle to
 Executive Director for Business Process                                    understand how the technology comes to life – by adding on the end users it should really help to make every session offer value and practical
 Management, Accenture                                                      next steps. I very much look forward to interviewing some of the speakers too – there are some brand new stories being shared and from some
                                                                            very senior people!
 David Toth, Management Consulting
 Executive, Process Transformation,                      PEX Week Team: Thanks Diana – we look forward to reading your interviews!
 Accenture
                                                         *In the lead up to PEX Week, interviews with leading PEX practitioners (including many of our speakers) will be made available free of charge at pexweek.com



This event provided an excellent forum to network with other practitioners. The sessions were informative, and provided
wonderful challenges for us to bring back to work.
Director, Anderson Packaging




www.pexweek.com                                                                                                                                                                                                                       5
Conference Day One Monday, January 21st, 2013...continued

1.30   Check In for Standard Pass Attendees                                                                      4.45     Looking inward: Continuously Improving Continuous Improvement
                                                                                                                          As a discipline, we are often working in our businesses, coaching others on how they can
2.00   MAIN CONFERENCE begins….                                                                                           improve. However, we don't spend much time looking at our own function and methodologies in
                                                                                                                          order to continuously improve our own organizations. Lynn Kelley will provide in depth insight
2.00   PEX WELCOME: Vanessa Lovatt, Director, PEX Network                                                                 into how two organizations applied CI methodology to move their organizations
                                                                                                                          increasingly forward by implementing new solutions and thought processes.
2.15   Chairman’s Opening Address
                                                                                                                          Lynn Kelley, VP, Continuous Improvement, Union Pacific Railroad
       Dave Lubowe, Partner & Vice President, Global Leader – Operations & Supply Chain
       Consulting IBM
                                                                                                                 5.30     Streamlining Your Supply Chain and Procurement to Drive More Value
2.30   UNMISSABLE DAY 1 KEYNOTE: What Do World Class Innovators                                                           and Increase EPS: Why? How? And who needs to do what and when?
       Do That Others Don't Do?                                                                                           Change management in the Supply Chain & Procurement world is a complex and highly political
                                                                                                                          challenge to even the most process-focused organizations. In order to be successful at such a
       Jim Carroll, Futurist, Trends & Innovation Expert                                                                  journey, you must organize your supply chain and procurement team for success, follow all your
       There is a fundamental truth for every organization today: from products to competition, skills                    expenditures in a timely and accurate manner using rigorous spend management processes and
       requirements to organizational capabilities, technology to social media - it's all impacting you at a              tools, and develop healthy and demanding relationships with your suppliers to sustain
       faster pace than ever before. And the fascinating thing is that your customers are in the middle of                transformation.
       it! They have a louder voice. More options than ever before. They have the ability to take a brand                 Eric Beylier, Vice President/CPO and Head of Global Supply Chain and Procurement,
       from hero to zero in a matter of months by inventory-shopping through their smart phone. The                       TETRA Technologies
       power to elevate a small customer interaction into a massive social networking disaster.
       What do you do? Adapt to the idea that innovative organizations succeed by mastering the pace             6.15     Close of Day 1
       of the new high velocity economy - and a new era in which mastering customer centricity isn't an
       option - it's merely a baseline.
       Futurist, Trends & Innovation Expert Jim Carroll will walk us through the impact of increasing
       business intensity, innovation, and creativity as it relates to this new customer and what                6.30 –   Martin Luther King Day Evening Drinks
                                                                                                                 8.00
       opportunities will come to exist for those who adapt to new ways of thinking and acting. Jim
       Carroll is one of the world's leading international futurists, with a client list that ranges from the             Celebration
       Professional Retail Store Maintenance Association to Rockwell Collins, Yum! Brands to                              Join with your fellow process professionals to celebrate and remember the achievements of
       International Dairy Deli Baker Association and the Walt Disney Corporation.                                        Martin Luther King Jr. and reflect on his inspirational leadership. One man who changed the
                                                                                                                          hearts, minds and laws of an entire nation will certainly provide you with food for thought over
3.15   The Business Process Evolution                                                                                     the next two days!
       An initial hurdle facing companies that are starting their BPM journey is to select the first processes            Dress Code: Conference Attire
       to understand, analyze and automate. This is now reasonably well understood. Beyond these first
       steps, we still find many challenges. While the concept of continuous process improvement is solid,
       experiences and best practices are less hardened and are subject to interpretation. Gaining insight
       into the process by knowing what to measure and how to present it is one key area requiring
       attention. The intangibles surrounding continuous process improvement also need further
       exploration. Matters such as governance and ongoing business participation become key factors to
       BPM success. This session will explore process insight and continuous process improvement and
       key linkages between them. Attendees will come away with a set of heuristics and techniques to
       be leveraged in achieving successful process improvement with BPM. Specific customer scenarios
       will be used to showcase and highlight these best practices.
       Eric Herness, Distinguished Engineer, Chief Architect for Business Process Management,
       IBM
       End User speaker coming soon...

4.00   Speed Networking
       “I suppose it's like speed dating, but without the date part!” said a past delegate. An extended
       structured networking session to facilitate those all important first introductions with your fellow
       delegates. Take a look in your show guides for the carbon.



www.pexweek.com                                                                                                                                                                                                              6
Conference Day Two                                                                                           Tuesday, January 22nd, 2013

6.00   PEX Sweat-Working                                                                                       10.15    People Bingo in the Exhibition Hall
       We realise that many of you will go to the gym to prep yourselves for the hard day of                            Another structured networking exercise to maximise your opportunity to make
       conferencing ahead. So, we thought that we would facilitate your gym session, and provide you                    those invaluable conference connections. Each person has a number on their name
       with another structured networking session, to guarantee that your time with us is jam-packed                    badge, and a bingo card. Spend this time trying to find the people whose badge numbers
       with opportunities to meet with your peers – courtesy of PEX Network. Please sign up on the                      match those on your card. Hand it to registration on your way back into session and be in
       registration page, limited spaces available.                                                                     with a chance to win the title of Best Networker, and a Kindle! (all Bingo cards entered into a
                                                                                                                        prize draw by 1.30 pm January 22nd)
7.30   PEX Network Desk opens for enquiries and late Check In
                                                                                                                        One-to-One Meetings - prearranged with VIP delegates
       Please note that the conference starts at 1.30pm on Monday January 23rd, 2013.
                                                                                                               11.00
8.30   Chairman’s Recap of Day One                                                                             – 5.00   Start of IBM Corporate Leader’s Boardroom – INVITATION ONLY
8.45   Process Ownership: Redefining the Role of Leaders in Driving Process                                    11.00    Analyst Perspective: Using Metrics to Drive BPM Excellence
       Transformation Efforts                                                                                           Advancing technology for BPM and analytics is allowing broader and deeper treatment of
       Effective leadership is an essential component in the success of process excellence. With extended               performance metrics. As a result, defining and using performance metrics is an emerging trend
       horizons, a constantly evolving business landscape and the growing need to be more agile – who                   and one that offers significant opportunity for business processes management. Based on these
       should own your processes? C-Suites across the world have responded to this question with                        trends, Forrester has introduced a value-stream based BPM metric framework that augments
       different answers, there is no magic formula that will deliver success, so long as the execution is              traditional productivity and quality metrics with those focused on customer experience. But even
       correct. Learn from our panel of Chief Process Owners what the key to successful process                         these three are not sufficient in an age of digital disruption where products and service, delivery
       ownership really is.                                                                                             channels, and business models can disappear overnight. Agility is the fourth metric category that
       • Defining the future scope and role of corporate Process Excellence programs within the evolving                enterprises need to add. To test aspects of this BPM metric framework, Forrester
         business model and new organizational structures                                                               surveyed, through PEX Network, 700 Business Architects, Process Analysts, Process
       • Embracing new leadership approaches to harness organizational creativity and                                   Executives, IT and Senior Business Executives.
         innovation required for growth
       • How does technology help to enable the process strategy? What are the risks,
                                                                                                                        Craig Le Clair, Vice President and Principal Analyst, Forrester Research
         limitations, challenges and opportunities?
       • How can leaders look at changing the OE function from a cost centre to a value
                                                                                                               11.45    Lean Six Sigma 2.0: The Next Step in the Xerox Quality Journey
         creator?                                                                                                       In this session Gregory North, VP Corporate Lean Six Sigma & Business Transformation, provides an
                                                                                                                        exciting look at how Lean Six Sigma at Xerox is changing to meet the challenges of business in
       Douglas A. Norkus, Enterprise Services Director, SOF CLSS, The Lockheed Martin Team
                                                                                                                        transformation, building on its history of technology innovation to become a leader in business
       Dellroy Birch, CIO, Fortegra Financial                                                                           services. Moving beyond a focus on projects, LSS is being leveraged at all levels, from strategy
                                                                                                                        development to continuous improvement in daily work. Learn how Xerox is building on the power
       Michelle Boutwell, SVP, IT Strategy and Planning, Citi                                                           of LSS with best practices from program and change management, in a pragmatic approach to
                                                                                                                        rapid cycle change – always centered on what is critical to customers and to the business.
9.30   Keynote: Talent and Process Excellence applied to U.S Hydropower Dams
                                                                                                                        Gregory North, VP Corporate Lean 6 Sigma & Business Transformation, Xerox
       As the 52nd chief of the U.S. Army Corps of Engineers, Van and his team of 60 dam safety
       experts assessed the safety conditions of over 300 hydropower dams and prioritized them for
       rehabilitation and repair. Hear how the Corps developed the people, technology and processes to         12.30    Networking Lunch in Exhibition Hall
       mitigate the critical operational risks of dam failure and loss of power generation. General
       VanAntwerp will also share how The Flippen Group helped them overcome the behaviors that                         One-to-One Meetings - prearranged for VIP delegates
       were holding them back, both individually and as a Dam Safety Team. You will leave with a real-
       life example of "Human Six Sigma" at work.
       LTG(R) R.L. "Van" VanAntwerp, Chief of Infrastructure and Executive Development                           EXTREMELY valuable. I have taken all of the information I have
       for The Flippen Group, and former Chief of Engineers and Commanding General of
       the U.S. Army Corps of Engineers
                                                                                                                 received and forwarded on to the appropriate individuals
                                                                                                                 once returning to work. I was also able to make some very
                                                                                                                 valuable contacts and have follow-up meetings with them in
                                                                                                                 the near future. The advice given was worth every penny!
                                                                                                                 Continuous Improvement, Heinz
www.pexweek.com                                                                                                                                                                                                               7
Conference Day Two Tuesday, January 22nd, 2013...continued

 STREAMED SESSIONS BEGIN: NO MORE DEATH BY POWERPOINT!
 Achieving business outcomes is the route to success in these challenging economic times. And so our agenda reflects this by streaming our breakouts according to your top priorities. Each of these
 sessions is entirely interactive, presenting you with the opportunity to engage and exchange with your peers on the issues that matter to you most.


                              CONCURRENT TRACKS: No need to pre-select - simply decide on the day which session you wish to attend in each time slot

             Strategy, Change and Leadership                                  Value Creation                                 Sustainability                                   Training Stream:
                                                                                                                                                               New this year: PEX Network have added a stream
                                                                                                                                                               designed specifically for those at the project level.
                                                                                                                                                                 Develop your skills and learn from experts!!!

1.35 –   Harnessing organizational                           Fully leveraging business process              Business Insight: Make Data &                      Black Belts: What’s Your Value?
2.20     creativity and innovation required                  management to drive value,                     Predictive Analytics Your Next                     Discover which strategies are most successful
         for growth                                          agility and cost effectiveness                 Step to Success                                    when demonstrating your value to executive
                                                                                                                                                               sponsors. Business is changing, and you need
         Fortegra adopted a business consultative            •   Making BPM sustainable and valuable        Merck is realizing the value of large data
                                                                                                                                                               to ensure you are adapting to keep pace.
         approach to PEX, focusing on rapid, but             •   Defining and establishing BPM governance   analytics projects and has effectively been
         sustainable improvements within a quarter to            capabilities                               using data in SAP and other sources to gain
                                                                                                                                                               Session is available for a leading PEX provider-
         drive EBITDA and margin improvements across         •   Integrating BPM with Continuous            insight into the performance of their end to
                                                                                                                                                               if you think that you have a client case study
         the enterprise. Over the last 12 months, the            Improvement and enterprise architecture    end business processes. The current savings
                                                                                                                                                               that would be of interest to our attending PEX
         process excellence focus has generated over         •   Practical applications for BPM             target for 2012 is approaching triple digit
                                                                                                                                                               executives, get in touch on +44 (0) 207 368
         $4M in margin improvements and ~$350K in                                                           millions and the success of the analytics is
                                                             Melissa Connolly, Director of Operating                                                           9300 or sponsorship@iqpc.co.uk.
         sales in the first quarter of 2012. This session                                                   enabled by Merck’s data management
                                                             Systems and Business Performance                                                                  Deadline for sponsorship: November 30th 2012
         will focus on the following:                                                                       controls. Without high quality data (customer,
         • Embracing new leadership approaches to
                                                             Excellence, Baker Hughes                       supplier, finance, etc), the analytics would be
           harness organizational creativity and                                                            ineffective. This session will discuss:
           innovation required for growth                                                                   • Why is data management important to

         • How can technology help to enable the                                                              Process and operational leaders?
           process strategy?                                                                                • Increasing the visibility and accuracy of data

         • What are the risks, limitations, challenges and                                                    to aid intelligent decision making and
           opportunities?                                                                                     increased responsiveness
         • How can leaders look at changing the                                                             • Developing a process for creating and

           OE function from a cost centre to a                                                                changing master data in applications
           value creator?
                                                                                                            Barnaby Fountain, Director of Shared
         Dell Birch, CIO, Fortegra Financial                                                                Business Services, Merck & Co.
         Allen Hayes, Vice President, Operational
         Excellence, Fortegra Financial




               My congratulations to your team for pushing the envelope and making the conference a "must attend" event.
               Vice President, PMP | Hess Corporation




www.pexweek.com                                                                                                                                                                                                        8
Conference Day Two Tuesday, January 22nd, 2013...continued

                                                                                      INTERACTIVE SESSIONS WITH THE EXPERTS!
             Strategy, Change and Leadership                                     Value Creation                                      Sustainability                                        Training Stream

2.25 -   Transformational Leadership                            Enhanced Value Creation Through                     The Future of Manufacturing:                             Plan, Do, Check, Act. Get Things
3.15     As chairman and founder of The Flippen Group,          Goal-Driven Process Automation                      Global Trends and Implications                           Done – FAST!
         Flip Flippen has spent the last 25 years dedicated     Value-creation is at the heart of every business.   Based on a groundbreaking report on the                  Refocus on coordinating your Continuous
         to growing and developing leaders around the           Within a business, goals represent the nexus of     future of global manufacturing, this                     Improvement efforts and move more quickly
         world. In today’s environment, where change is         agreement between different stakeholders,           presentation will provide a new perspective on           from ‘a problem faced’ to ‘a problem solved’.
         constant and uncertainty is here to stay, leaders      from setting sales targets to achieving product     why manufacturing is critical to the health of
         must go beyond "change management" and have            design consensus. As such we often measure          the global economy, the state of manufacturing           Session is available for a leading PEX provider-
         a truly transformative impact on their organization    the performance of goal attainment as Key           worldwide, and key trends that will affect the           if you think that you have a client case study
         and team. In this session, Flip will share tools and   Performance Indicators. Yet goals can be more       future of manufacturing. These macroeconomic             that would be of interest to our attending PEX
         insights that his company has implemented in           than passive indicators; they should be used to     trends have clear implications for how                   executives, get in touch on +44 (0) 207 368
         thousands of organizations around the world. You       create and sustain business value by actively       companies compete and will require                       9300 or sponsorship@iqpc.co.uk.
         will leave with a greater understanding of how to      optimizing the processes that define business       manufacturers to understand this new world,              Deadline for sponsorship: November 30th 2012
         ‘raise the game’ as a leader and have a powerful,      operations throughout a value chain. This talk      define and commit to a path forward, and build
         lasting effect on your team and organization.          shows how goal-driven process automation            new skills for the journey. Learn what's ahead
         Questions to be addressed include:                     can concretely achieve such dynamism.               for the manufacturing sector and specific
         • Can you really grow leadership?                      Business goals defined within process               actions your organization should be taking
         • How do I multiply the impact I have on my            descriptions are used to rapidly and                today to ensure future competitive
           team and organization?                               continuously adjust the process execution to        advantage.
         • How do I accelerate my performance and that          ensure goals are attained in the most
                                                                                                                    Lou Rassey, Principal, McKinsey &
           of my team?                                          efficient way possible, while providing
                                                                                                                    Company
         • How do I consistently achieve more and lead          transparency to all stakeholders.
           my team to do the same?                                                                                  Craig Melrose, Expert Principal,
                                                                Paul Buhler, Chief Scientist, Modus21
                                                                                                                    McKinsey & Company
         Flip Flippen, Founder and Chairman of                  Dominic Greenwood, COO,
         The Flippen Group                                                                                          End User Contributor coming soon....
                                                                Whitestein Technologies
         End User Contributor coming soon....                   End User Contributor coming soon....

3.15     Networking Coffee Break                                                                                                                                             One-to-One Meetings

4.05 -   Deploying Hoshin Kanri as a                            Delivering business benefits                        Creating a Long-Term Continuous                          Black Belt Refresher- Old Hats and
5.05     Competitive Weapon                                     through supply chain                                Improvement Roadmap Through                              Young Guns!
         In recent times there has been a significant           performance improvements                            Deliberate Talent Development                            This session is tailored for those of who you
         increase in the adoption of Hoshin Kanri.                                                                                                                           have long been certified to learn a little
                                                                •   Developing a framework to enhance process       Many CI programs struggle with clear career paths
         Executives in leading companies like Danaher,                                                                                                                       something from the newest additions to the
                                                                    excellence across suppliers and customers       for Black Belts. Particularly the development of Black
         Toyota and ITT attribute a significant part of their                                                                                                                Six Sigma family. And vice versa.
                                                                •   Understanding (and measuring) the costs of      Belts progressing to Master Black Belt roles. Hear
         success to their Hoshin based business systems.                                                                                                                     Share tips and advice on how to guarantee
                                                                    poor supply chain process management            how to create a roadmap to develop talent and
         But getting strategy deployment methodologies                                                                                                                       success, and remind yourself of the underlying
                                                                •   Deployment enablers and challenges:             sustain your LSS teams’ capability for the long-term.
         like Hoshin to stick is difficult and requires                                                                                                                      principles of Lean Six Sigma, and the best
                                                                    Embedding a preventative vs. reactive           Benefits of having a structured approach include:
         organizations to overcome both technical and                                                                                                                        execution strategies.
                                                                    business planning culture                       • Ensuring clarity of skills and competencies
         cultural challenges. Join Paul Docherty as the             Managing supply chain risk, including
                                                                •
                                                                                                                      within the BB and MBB roles
         outlines how leading organizations have                                                                                                                             Session is available for a leading PEX provider-
                                                                    supplier quality and service risk management    • Described behavioral actions, guidelines and
         effectively developed and sustained strategy                                                                                                                        if you think that you have a client case study
                                                                    to enhance value and reduce operational risk      operational definitions for “understanding,”
         deployment as a competitive weapon.                                                                                                                                 that would be of interest to our attending PEX
                                                                                                                      “experienced” and “advanced” as a basis to
                                                                Keith Holliday, Director - Corporate                                                                         executives, get in touch on +44 (0) 207 368
         Paul Docherty, Founder and Executive                                                                         evaluate a “composite” BB or MBB
                                                                Supply Chain & Logistics, Sonoco                    • Developing actionable personal development plans
                                                                                                                                                                             9300 or sponsorship@iqpc.co.uk.
         Director, i-nexus                                      Products                                                                                                     Deadline for sponsorship: November 30th 2012
                                                                                                                    • Creating transparency for internal resources of
         End User Contributor coming soon....                                                                         the process to move within the LSS capability
                                                                                                                    Danica Natoli, Director, Lean Six Sigma
                                                                                                                    Master Black Belt, Best Buy

www.pexweek.com                                                                                                                                                                                                                 9
Conference Day Two Tuesday, January 22nd, 2013...continued

             Strategy, Change and Leadership                                      Value Creation                                         Sustainability                                    Training Stream

5.10     Case Studies Panel: Removing                             Leveraging the latest BPM                             Sustaining a Process Improvement                     BPM 101 – Everything You
         barriers to change: Tried and tested                     technologies to achieve greater                       Culture by combining Lean Six                        Needed to Know but Never Dared
         change management tactics to drive                       visibility, customer-centricity and                   Sigma and Business Process                           to Ask!
         business process excellence success                      flexibility across complex                            Management                                           From leveraging BPM methodology to creating
         Transforming a business using generic                    processes and operations                              •   Combining LSS and BPM methodologies to           a common language between business and
         methodology is tough enough, without the                                                                           create flexibility when executing Continuous     technology teams – this is your BPM
                                                                  Examine how to leverage BPM to achieve
         additional challenge to sustain those hard fought                                                                  Improvement initiatives                          download. Discuss with our panel of BPM
                                                                  customer centricity that actually works!
         changes. Discover the value of incorporating                                                                   •   Taking a value-stream based approach to          experts how effective deployment works, and
                                                                  Leveraging BPM systems in addition to
         strategic change management into your business,                                                                    Continuous Improvement                           what to avoid on your BPM journey.
                                                                  traditional process excellence methodologies
         and turn disruptive change into a viable return on       will enhance your process visibility, data            •   Executing Continuous Improvement
         time invested. Panellists will discuss:                                                                            initiatives with Process teams, not project      Deadline for sponsorship: November 30th 2012
                                                                  capture and control, and workflow
         • Striking a balance: Encouraging innovation to
                                                                  management.                                               teams
           create a pull for improvement while driving            Plus, learn how to link business and real time        •   Building a culture of superior execution by
           change through the push from senior                    operational intelligence into BPM platforms               developing capabilities in problem solving,
           management                                             for greater awareness and customer                        fact based / hypothesis driven analysis, and
         • Is change management a critical element of
                                                                  responsiveness.                                           implementing and sustaining meaningful
           BPM and LSS? How much effort and attention                                                                       changes
           should be given to managing change?                    Leo Shuster, Director, IT Architecture,
         • Driving change to the corporate environment -          Nationwide                                            Session is available for a leading PEX provider-
           and anticipating and dealing with the                                                                        if you think that you have a client case study
           consequences                                                                                                 that would be of interest to our attending PEX
         • Building internal connectivity and collaboration                                                             executives, get in touch on +44 (0) 207 368
           in a decentralised framework?                                                                                9300 or sponsorship@iqpc.co.uk.
                                                                                                                        Deadline for sponsorship: November 30th 2012
         Panelists:
         Mark McGregor, Principal Analyst,
         MWD Advisors
         Vincent D. Pierce, SVP, Business
         Transformation, Office Depot



                                             ALL ATTENDEES, SPEAKERS & SPONSORS RETURN TO THE MAIN PLENARY FOR THE AWARDS CEREMONY


6.00 –
6.45
         PEX Awards Showcase
         PEX Network proudly presents our re-invented, customer-centric Global Awards Ceremony. From November to January
         our judges will carefully select the winning applications through shortlisting processes and rigorous interviews.
         Join with us to celebrate the year’s most successful practitioners and hear from our global practitioner community and
         their thoughts on the winners and runners up in our traditional categories, as well as our newest addition Most Customer
         Centric Initiative and the newest criteria component to each category – customer delivery! See P16 for more details...


7.00 –                                      2013 PEX Week Pool Party
10.00                                       Join the PEX Network to celebrate our 14th Annual Process Excellence Week. Included as part of this networking event will be acknowledgements of the PEX Hall of Fame, a chance
                                            to congratulate our award winners and some down-time to reflect on the day’s insights over a drink or two. Light entertainment and refreshments will be provided to help you
                                            unwind after a long day of conferencing. Relax with your peers to compare and contrast your learning so far.



www.pexweek.com                                                                                                                                                                                                               10
ADVERTISEMENT




                                                                 6th – 15th
                                                                 November 2012



    Invigorate your process excellence program for 2013
    with our PEX Masters online event

This online event perfectly compliments PEX Week
Orlando 2013...
•   Blends personal, organizational and process tools to give you inspiration and practical
    insight to reinvigorate your process excellence program for 2013
•   Focuses on the management challenges of process excellence and emphasizes a practical
    case-study based approach to learning
•   Gives you 12 hours of online presentations over 6 days, designed to provide insight in to
    the management challenges and solutions of achieving excellence in your organisation -
    not the tools. Listen Live or On Demand
•   Joins you with peers from the likes of Siemens Financial Services, MASCO Contractor
    Services and Capital One Financial Services


If you are attending PEX Week Orlando you can book PEX
Masters for $59.99 (it’s normally $99)
Email customerservice@pexnetwork.com for your unique code


       www.PEXMasters.com

                                                                                                11
Conference Day Three                                                                                                  Wednesday, January 23rd, 2013

8.00    PEX Network desk opens for enquiries                                                                            9.15        Award Winners Circle: Share in their Excellence
                                                                                                                                    Wondering how the teams you rejoiced with last night reached those
8.30    Sustaining Process Excellence for the Long Haul – and Driving Greater                                                       outstanding improvements? Want to learn more about the execution of these award
                                                                                                                                    winning projects? Join us in discussing and reviewing this year’s award-winning entries,
        Customer Impact                                                                                                             and take your chance to ask your burning questions to the award winners themselves.
        Many process excellence initiatives falter after several years. To sustain process excellence for the
                                                                                                                                    Facilitated by PEX Network’s expert Judges:
        long haul and be truly impactful to the customer, the initiative must become part of the standard
                                                                                                                                    Chris Galante, Process Improvement Leader, Boeing
        operating system, part of the culture, where the focus is on both performance improvement and
        talent development. In addition to having ongoing senior leadership sponsorship and engagement,                             Dennis A. Narlock II, Continuous Improvement Leader, Catalent Pharma Solutions
        creating bench strength and building excitement in the employee base to improve their
        process and problem solving skills is a major component of building a lasting process
        excellence culture.                                                                                             9.30 –      Start of Corporate Leader’s Boardroom – INVITATION ONLY
                                                                                                                        2.00
        Hay Wun Wain, SVP Global Head of Business Process Management, McGraw-Hill
                                                                                                                        10.00       Networking Break
                                                                                                                                    One-to-One Meetings


 INDUSTRY CLINICS BEGIN:
 Choose from the following sessions and discuss the most pressing issues you are facing specific to your industry sector. Delve deep into the commercial, regulatory and operational challenges
 obstructing your path to excellence, or learn from other sectors and find out how they are tackling these issues from an alternative perspective.


                                                                                          CONCURRENT TRACKS: CHOOSE ONE

           Manufacturing Case Study                  Financial Services Case Study                          Energy Case Study                            Telcos Case Study                    Employee Engagement Study

10.50   Creating a long-term                         Blended Toolkits: The                        Engaging Suppliers in                           Driving the Customer                       Employee Engagement
        roadmap for change:                          Pragmatic Approach to                        Operational Excellence                          Experience: An outside-in                  Steps that Drive Results
        Taking Process                               Business Excellence                          initiatives                                     focus on Reducing                          Many studies have shown that more
        Improvement to New                           Extensive research into the current          •   Process discipline strategies you – and     Customer Effort                            often, people leave leaders, not
        Levels at Kraft Foods                        state of commerce indicates that the             your suppliers – should be using now        TELUS Communications has been on           organizations. In the scientific
                                                     C-suite is pressing for outcomes,            •   Successfully modelling system-wide                                                     industries, many organizations fall
        To effectively reduce waste, optimize                                                                                                     a “Customers First” journey to
                                                     rather than incremental improvement.             risk management and scenario                                                           into the pattern of filling leadership
        flow, and manage input costs, Kraft                                                                                                       significantly improve the customer
                                                     Discover the real advantages of re-              planning processes                                                                     positions with technically savvy talent;
        integrated Supply Chain leveraged                                                                                                         experience. To guide the focus of
                                                     framing your approach towards                •   Reducing the process excellence                                                        basing success solely on the perceived
        the principles of Lean Six Sigma and                                                                                                      continuous improvement with an
                                                     achieving business goals, and take               “disconnect” between suppliers and                                                     benefits associated with advanced
        Integrated Business Planning to                                                                                                           outside-in perspective, TELUS has
                                                     away a range of strategies to ensure             production companies                                                                   degrees. While this can be beneficial
        deliver record performance.                                                                                                               been drawing the linkage between
                                                     that you are practising 21st century         •   What to do when you find gaps with                                                     from a technical perspective, the
                                                                                                                                                  Customer Effort, propensity to
        Jim Durkin, Vice President,                  process and delivering value to your             supplier continuous improvement                                                        industry is increasingly calling for a
                                                                                                                                                  recommend and profitability while
        Integrated Supply Chain,                     CEO.                                             efforts                                                                                blend of science and leadership skills
                                                                                                                                                  also focusing on understanding the
        Kraft Cheese and Dairy                                                                                                                    Value Stream from the customer's           in order to motivate and retain key
                                                     Ana Lapera, Director -                       Chris Bloxham, Director                                                                    talent. Key challenges addressed will
        Business Unit                                                                                                                             perspective. Learn from this case
                                                     Process Improvement                          Project Integrity and Risk                                                                 include:
                                                     Strategy, Fannie Mae                         Management, Subsea                              study how this focus has impacted          • Positioning talent to keep pace with

                                                                                                  Systems, Cameron                                project prioritization, team focus,
                                                                                                                                                                                               significant organizational changes


www.pexweek.com                                                                                                                                                                                                                         12
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013
14th Annual Process Excellence Week 2013

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14th Annual Process Excellence Week 2013

  • 1. Created by the founders of the world's largest Process Network, with 98,000 members and counting... INCREDIBLE DISCOUNTS Meet our unprecedented PEX WEEK for Vice The 14th Annual Presidents! speaker line-up! Over 45 of the More info on most senior process leaders including: p. 21.... Eric Michrowski KEYNOTE: Director, Quality and Jim Carroll Process Improvement Futurist Telus Trends & Eric Beylier Innovation expert Vice President/CPO and Head of Global Supply Chain and Procurement Michelle Boutwell TETRA Technologies SVP, IT Strategy and Planning Citi Leo Shuster Director, IT Architecture Jim Durkin Nationwide Vice President, Operations, Vincent D. Pierce, SVP, January 21st – 25th, 2013 • Hilton Bonnet Creek • Orlando FL Cheese and Dairy Business Transformation, Kraft Foods Office Depot One Week. One Community. Dellroy Birch CIO Fortegra Financial Lynn Kelley, VP, Continuous One Vision for Excellence. Chris Bloxham Director Project Integrity and Risk Improvement, Union Pacific Railroad Hay Wun Wain, SVP Management, Subsea Systems Cameron Global Head of Business Process Management, Achieve the next level of growth by making your process improvement program 100% Danica Natoli McGraw-Hill customer centric and sustainable – event highlights include: Director , Lean Six Sigma Master Black Belt Emma Chen-Banas • NEW Innovation Insight: Find out what world class innovators do that you don’t - Jim Best Buy Assistant Vice President, Carroll, World Renown Speaker and Innovation Expert Business Process Chris Galante Improvement • Business Process Evolution: From understanding and analysing to automating Process Improvement Leader MassMutual Financial NEW and beyond, enhance your process capability to reach BPM peak performance Boeing Group Gregory North • NEW Outcomes Driven Agenda featuring Corporate Leaders Only Sessions and VP Corporate Lean 6 Sigma & Industry Forums designed to help you reach your desired results regardless of Business Transformation which tools you need to get there Xerox The event is a great benchmarking and networking device for examining what others are doing in the Process Excellence arena regardless of industry, product or service. I return from these PEX events recharged, refocused, reaffirmed with new Presented by: Platinum Sponsor: Knowledge Partner: Keynote Sponsor: tools, ideas, friendship and support systems. Industry Chris Galante, Process Improvement Leader, Boeing Awards: Book Now! Email: enquire@PEXNetwork.com • Telephone: 1-800-882-8684 + 1 646 378 6026 • www.pexweek.com
  • 2. The 14th Annual Join PEX Week 2013 this January 21st – 25th, 2013 • Hilton Bonnet Creek • Orlando FL year to benefit from: One Week. One Community. • Exclusive Keynotes – Giving you One Vision for Excellence. access to the leading minds in the community • For End Users, By End Users – End Users contribution or profiling in every single session! The new future of process thinking is on right on your doorstep – are you ready to step over the threshold? • Goal-Oriented Break Out If so, PEX Week Orlando is the only global event offering you the opportunity to revolutionise your business processes. Forward sessions – all track sessions thinking PEX professionals attend PEX Week Orlando to discover the future of customer-centric process management strategies and tailored to your ultimate business how to leverage them today to sustain and accelerate your organization tomorrow. objectives PEX Week 2013 will enhance your Process Excellence learning and development, helping you to grow your industry support network • Audience Generated peer-to- and benchmark against the world’s leading Process centric businesses. Before you review the enclosed agenda here are just some of peer exchange – no more passive this year’s unmissable learning opportunities: learning from PowerPoint thought leadership presentations, interviews and panels created specifically to stretch your horizons and inspire you to presentations! 48 drive high performance • Extensive structured Networking Opportunities – in-depth case studies from some of the F500's most admired and respected companies including: Fannie Mae, Office 30 PLUS Depot, Xerox, Citi, Merck, McGraw-Hill, Nationwide, Best Buy, Lockheed Martin, Roche Pharmaceuticals, Wellpoint Health, Baker Hughes and more! 25% of our 2013 agenda is dedicated purely to networking 6 highly interactive and practical workshops designed to go past the theory and give you the practical tools and knowledge needed to accelerate your process results Overall, great event. I wish 5 Industry Streams: Manufacturing, Energy, Financial Services, Healthcare, Telco - plus multiple other sessions for other industries I was able to attend more! LSS Program, Siemens Energy 3 themed content tracks: Strategy, Change and Leadership, Value Creation and Sustainability – ALL designed to give you a holistic view, not only of the process disciplines, but the supporting skills needed to generate sustainable results 2 executive and exclusive leadership boardroom discussions: Bringing like minded leaders together to discuss the most pertinent business issues and how process strategies can be leverage to create a competitive advantage Loyalty Discounts Available to ALL 1 Specialised LSS Training Stream: Designed to help those at the project level develop the specialised skills they need! Past Delegates! 1 chance to meet and receive advice from the most innovative consultants, trainers and software providers all ready to help you take your process strategies to the next level End User Attendees from 2012 are entitled to speciality discounted This is your chance to revitalize, strengthen and accelerate your process strategies where and when they are needed. Want to find out rates for PEX Week 2013* Get in more? Take a look at the agenda for more in-depth insights into themes, content and opportunities across the week or watch the video from last year’s Summit to see what you could be part of! touch to find out more www.pexweek.com 2
  • 3. THE Meet Your PEX WEEK 2013 Speakers! MOST SENIOR SPEAKER PANEL Speaking for the first time ever at a EVER! Michelle Boutwell Craig Le Clair Douglas A. Norkus process excellence event, the PEX SVP, IT Strategy and Planning Vice President and Principal Enterprise Services Network proudly introduces our Citi Analyst Director, SOF CLSS 2013 KEYNOTE Speaker: Jim Durkin Forrester Research The Lockheed Martin Team Vice President, Operations, Eric Smith Allen Hayes Cheese and Dairy Senior Director, LSS, Project Vice President, Kraft Foods Jim Carroll Management Office Operational Excellence Dellroy Birch Kraft Foods Fortegra Financial Futurist CIO Lynn Kelley Barnaby Fountain Trends & Fortegra Financial VP, Continuous Improvement Director of Shared Business Innovation Expert Union Pacific Railroad Services Chris Bloxham Director Project Integrity and Merck & Co. Emma Chen-Banas Risk Management, Subsea Assistant Vice President, Business Dennis A. Narlock II Acknowledged as one of the world’s leading Systems Process Improvement Continuous Improvement Leader global futurists, trends and innovation experts Cameron MassMutual Financial Group Catalent Pharma Solutions with a massive global blue chip client list. He Danica Natoli Hay Wun Wain Renee M. Dineen helps transform growth-oriented organizations Director, Lean Six Sigma Master SVP Global Head of Business Head of Organizational into high-velocity innovation heroes! Who has Black Belt Process Management Development, Small Molecules booked Jim Carroll for his insight on future Best Buy McGraw-Hill Division trends, innovation, & creativity? NASA. Disney. Chris Galante Roche Pharmaceuticals Keith Holliday The PGA of America. Johnson & Johnson. The Process Improvement Leader Director - Corporate Supply Chain Steve Towers Swiss Innovation Forum. Simply put, Jim helps Boeing & Logistics SVP and Founder to transform growth-oriented organizations Gregory North Sonoco Products BPGroup.org into high-velocity innovation heroes. VP Corporate Lean 6 Sigma & Mallikarjun Angalakudati Mark McGregor Business Transformation Head of Operational Performance Principal Analyst Xerox National Grid MWD Advisors Eric Michrowski Ana Lapera Jay R Blanc Selva Director, Quality and Process Director, Process Improvement Director of Operational We were extremely pleased with Improvement Strategy Excellence and TQM Jim’s presentation... the content Telus Fannie Mae Huawei Technologies Co Ltd was bang-on and would hopefully Vincent D. Pierce Melissa Connolly Gary G. Jing SVP, Business Transformation IT Director, Strategic Lean Six Sigma Deployment prompt people to think about the Office Depot Innovation and Leader / MBB rapidity of change going on in our Eric Beylier Organizational Effectiveness Tyco Electronics world! Jim’s storytelling approach Vice President/CPO and Head of Baker Hughes Nathaniel Palmer really helps to get his points across! Global Supply Chain and Darren Glover BPM Practice Director, SRA Procurement Director, Continuous International, Executive He did a great job. TETRA Technologies Improvement Director, Workflow Management Leo Shuster WellPoint Coalition Walt Disney Company Director, IT Architecture Nationwide www.pexweek.com 3
  • 4. Conference Day One Monday, January 21st, 2013 7.00 Check In & Workshop Breakfast For All Access Pass attendees. To make your registration as speedy as possible please provide all of your workshop choices and personal details at point of registration. 7.00 Exhibition Hall Opens Explore the most comprehensive PEX Exhibition in the world! See P18-19 to see who'll be there. 8.00 – Pre-Conference Workshops 10.30 Please select one workshop from A-D and one workshop from E-G at point of registration. (Please note that if you select D, you do not need to also select from E-G). Building Line Management Avoid the Hidden “Eight Leading With Zero-Based Data-Driven Process A Ownership to Enable B Wastes” of LSS/PI Learning C Thinking: How Your D Excellence: Leveraging Big Effective Project and Programs Organization is Catapulted to Data, Analytics, Process Program Leadership Extraordinary, Sustainable Simulation, Business Process Results When the Target is Modelling and Notation Zero and All Losses Are Modelling for Measureable Defined Optimization Results As a Process Excellence leader you’re responsible With Lean, waste is eliminated. Using Six Sigma, Wayne Gretzky said “One hundred percent of the In this fast-paced, high-touch and informative full- for improving business results such as profitability, process variability is reduced. Lean and Six Sigma shots you don't take don't go in.” At Milliken, day workshop, participants will learn how to revenue, cost, cycle time and quality. But in order are being applied by PI experts and knowledge this is interpreted to mean setting sub-optimal understand and leverage emerging technologies to deliver those results, you need to get, and workers on every business process. Increasingly, goals for your organization prevents you from with process modelling and improvement keep, your organization’s attention to ensure LSS/PI success is being focused on the Learning scoring big. Milliken’s team will lead a discussion methods to enable data-driven excellence. An consistent follow-through from multiple Programs themselves. As Dr. Liker, author of The on innovative goal setting and the results you may integrated approach to process improvement will stakeholder groups on the daily actions that affect Toyota Way noted, “The key to enabling people … expect when your organization’s aspirations are be shown, combining BPMN with LSS Process leading indicators. Practical experience finds that is to teach them how to think.” set for zero. From zero safety incidents to zero Mapping and other methods, supporting having a strong executive sponsor is critical to Improving your own processes as a PI leader is quality problems and zero downtime, Milliken’s simulation, big data, analytics, and optimization achieving these breakthrough business results. imperative. You will leave this Workshop with group will examine how to direct your technologies. Instruction will be provided on: • Modelling methodology clarity about the hidden 8 Wastes of various LSS/PI organizational improvement; through zero losses Key Challenges addressed: • Mapping models to a well-defined problem learning models, and what peers are doing, as a and how doing so can drive your system of cost • Obstacles to leadership behavior statement • Lack of clarity on the roles, responsibilities and type of benchmarking. The Quality Group Master reduction and enable sustainability regardless how • Understanding the details of the analytics Black Belts John Best (formerly of Seagate) and competitive your business environment. Discover visible leadership behaviors that optimize derived from the models Jennifer Ralston (formerly of American Red Cross) how all losses—even those in your blind spots— support of programs and projects • How to use them for process improvement • Ineffective engineering of the leadership will share insights about how numerous enterprises should be considered opportunities. You will learn have deployed powerful, sustainable learning why Overall Equipment Effectiveness (OEE) is the behaviors necessary to ensure the success of Taught by co-authors of “The BPMN 2.0 designs that replace the wasteful activities. These basic measure of operational performance in all your project or program Handbook” and the forthcoming “LEAN BPMN” activities can reduce knowledge transfer quality, are Milliken’s and Milliken clients’ plants. Gain Participants will be able to: unnecessarily expensive, and allow knowledge to insights during discussions centered on: as well as leaders of the Business Process • Understand why leaders “walk the talk” atrophy over time all reducing potential ROI results, • How zero loss thinking connects your Simulation Working Group, the materials and through the lens of Applied Behavioral Science and the intrinsic value of the PI program to the operating/performance system, allowing you to take-always combine recognized best practices • Use CLG’s proprietary, research-based DCOM® enterprise. The workshop will conclude with a exploit areas that are excellent while attacking and actionable techniques, as well as standards- performance framework to highlight your discussion of actionable change management others in a continuous improvement fashion based modelling methodology and analytics. The continuous improvement program leadership techniques that can enable and sustain effective • Defining losses and developing a ‘directionally’ instruction includes how to incorporate DMAIC opportunities implementation of advanced learning programs, accurate way of thinking and SIPOC measures and data into simulation • Use Applied Behavioral Science tools to design a saving you valuable time and resource in • The connection between time and models, as well as how to leverage predictive plan to enhance effective leadership your quest for learning excellence. dollars in using Milliken’s Money analytics for optimizing core metrics such as involvement and ownership for project Mapping tool Process Lead Time and Process Lead Time. John Best, Vice President of Lean Six execution and governance Sigma, The Quality Group Phil McIntyre and Jeff Rosenlund, Annemarie Michaud, Senior Partner, Directors of Business Development, Jennifer Ralston, Master Champion, The Continuous Learning Group, Inc. (CLG) Performance Solutions by Milliken Quality Group www.pexweek.com 4
  • 5. Conference Day One Monday, January 21st, 2013...continued 10.30 Networking Break in the Exhibition Hall Workshop D...continues 11.00 – Pre-Conference Workshops 1.30 Also presented will be project best practices, including getting the Project Charter right (plus a example template), tips for how to properly setup a Project Selection Steering Committee, as well as Creating a BPM Discipline: Lean Plus: Taking On New Standardisation: The Key to E The Essentials for Lasting F Frontiers G Crossing Business Borders how to incorporate modelling, simulation and analytics within collaboration prioritization Competitive Advantage exercises. Participants will be equipped with both the means and understanding to begin their own Creating and sustaining agility and customer Understanding how to apply a traditional process Whether you have recently merged, have a global successful journey to data-driven process centricity in a global business environment is a methodology within the context of the operation or are rolling out multiple deployments excellence. main enabler of lasting competitive advantage. contemporary organization is challenging. This across your business – standardisation is the Nathaniel Palmer, BPM Practice Director, Isolated continuous process improvement efforts workshop will provide you with the refreshing essential platform that must be achieved before SRA International Executive Director, such as Lean and Six Sigma often come into perspective to engage, motivate and execute in you can take the next step towards business Workflow Management Coalition question in a few short years of their lives. What’s the 2.0 era. excellence. Find out how to drive Standardised missing from such efforts to make them stick as Process in this workshop. well as get to the next level, is a Business Process Session is available for a leading PEX provider-if Management (BPM) discipline across the you think your service would be of interest to our Session is available for a leading PEX provider-if organization that moves strategy systematically attending PEX executives, get in touch on +44 (0) you think your service would be of interest to our into people AND IT based execution. 207 368 9300 or sponsorship@iqpc.co.uk. attending PEX executives, get in touch on +44 (0) Implemented through an effectively defined Deadline for sponsorship: October 31st 2012. 207 368 9300 or sponsorship@iqpc.co.uk. process of process management that addresses Deadline for sponsorship: October 31st 2012. key topics such as process ownership, process governance, and key new competencies, organizations can not only get such efforts to stick, but also get them to the next level. Talking Heads with Diana Davis, Editor of PEXNetwork.com In this workshop, we will work through a holistic Diana Davis view of ‘the process of process management’ so Senior Editor that participants will be able to understand what’s PEX Week Team: Diana, thanks for offering to share your thoughts on the program for PEX Week 2013 – could you share which PEX Network needed in their organizations to enable lasting were the main things that jumped out to you? competitive advantage through agility and client Diana: Absolutely, it’s always exciting for me to see what the event team will come up with and this year I have to say I think there is a noticeable centricity in a global environment. difference to the last two years that I’ve attended. Mark George, Global Practice Leader, PEX Week Team: Great, what makes you say that? Operations and Process Transformation Diana: Well the focus on outcomes and results throughout the streams is a very different approach to past years where the focus has been on the use (OPT), Accenture of different tools - this should really help the delegates to achieve their results. The other main difference, and one which I find really refreshing, Dr. Mathias Kirchmer, Partner and is the approach of adding an end user onto all sessions. Personally I find the tech sessions quite eye opening, but sometimes I struggle to Executive Director for Business Process understand how the technology comes to life – by adding on the end users it should really help to make every session offer value and practical Management, Accenture next steps. I very much look forward to interviewing some of the speakers too – there are some brand new stories being shared and from some very senior people! David Toth, Management Consulting Executive, Process Transformation, PEX Week Team: Thanks Diana – we look forward to reading your interviews! Accenture *In the lead up to PEX Week, interviews with leading PEX practitioners (including many of our speakers) will be made available free of charge at pexweek.com This event provided an excellent forum to network with other practitioners. The sessions were informative, and provided wonderful challenges for us to bring back to work. Director, Anderson Packaging www.pexweek.com 5
  • 6. Conference Day One Monday, January 21st, 2013...continued 1.30 Check In for Standard Pass Attendees 4.45 Looking inward: Continuously Improving Continuous Improvement As a discipline, we are often working in our businesses, coaching others on how they can 2.00 MAIN CONFERENCE begins…. improve. However, we don't spend much time looking at our own function and methodologies in order to continuously improve our own organizations. Lynn Kelley will provide in depth insight 2.00 PEX WELCOME: Vanessa Lovatt, Director, PEX Network into how two organizations applied CI methodology to move their organizations increasingly forward by implementing new solutions and thought processes. 2.15 Chairman’s Opening Address Lynn Kelley, VP, Continuous Improvement, Union Pacific Railroad Dave Lubowe, Partner & Vice President, Global Leader – Operations & Supply Chain Consulting IBM 5.30 Streamlining Your Supply Chain and Procurement to Drive More Value 2.30 UNMISSABLE DAY 1 KEYNOTE: What Do World Class Innovators and Increase EPS: Why? How? And who needs to do what and when? Do That Others Don't Do? Change management in the Supply Chain & Procurement world is a complex and highly political challenge to even the most process-focused organizations. In order to be successful at such a Jim Carroll, Futurist, Trends & Innovation Expert journey, you must organize your supply chain and procurement team for success, follow all your There is a fundamental truth for every organization today: from products to competition, skills expenditures in a timely and accurate manner using rigorous spend management processes and requirements to organizational capabilities, technology to social media - it's all impacting you at a tools, and develop healthy and demanding relationships with your suppliers to sustain faster pace than ever before. And the fascinating thing is that your customers are in the middle of transformation. it! They have a louder voice. More options than ever before. They have the ability to take a brand Eric Beylier, Vice President/CPO and Head of Global Supply Chain and Procurement, from hero to zero in a matter of months by inventory-shopping through their smart phone. The TETRA Technologies power to elevate a small customer interaction into a massive social networking disaster. What do you do? Adapt to the idea that innovative organizations succeed by mastering the pace 6.15 Close of Day 1 of the new high velocity economy - and a new era in which mastering customer centricity isn't an option - it's merely a baseline. Futurist, Trends & Innovation Expert Jim Carroll will walk us through the impact of increasing business intensity, innovation, and creativity as it relates to this new customer and what 6.30 – Martin Luther King Day Evening Drinks 8.00 opportunities will come to exist for those who adapt to new ways of thinking and acting. Jim Carroll is one of the world's leading international futurists, with a client list that ranges from the Celebration Professional Retail Store Maintenance Association to Rockwell Collins, Yum! Brands to Join with your fellow process professionals to celebrate and remember the achievements of International Dairy Deli Baker Association and the Walt Disney Corporation. Martin Luther King Jr. and reflect on his inspirational leadership. One man who changed the hearts, minds and laws of an entire nation will certainly provide you with food for thought over 3.15 The Business Process Evolution the next two days! An initial hurdle facing companies that are starting their BPM journey is to select the first processes Dress Code: Conference Attire to understand, analyze and automate. This is now reasonably well understood. Beyond these first steps, we still find many challenges. While the concept of continuous process improvement is solid, experiences and best practices are less hardened and are subject to interpretation. Gaining insight into the process by knowing what to measure and how to present it is one key area requiring attention. The intangibles surrounding continuous process improvement also need further exploration. Matters such as governance and ongoing business participation become key factors to BPM success. This session will explore process insight and continuous process improvement and key linkages between them. Attendees will come away with a set of heuristics and techniques to be leveraged in achieving successful process improvement with BPM. Specific customer scenarios will be used to showcase and highlight these best practices. Eric Herness, Distinguished Engineer, Chief Architect for Business Process Management, IBM End User speaker coming soon... 4.00 Speed Networking “I suppose it's like speed dating, but without the date part!” said a past delegate. An extended structured networking session to facilitate those all important first introductions with your fellow delegates. Take a look in your show guides for the carbon. www.pexweek.com 6
  • 7. Conference Day Two Tuesday, January 22nd, 2013 6.00 PEX Sweat-Working 10.15 People Bingo in the Exhibition Hall We realise that many of you will go to the gym to prep yourselves for the hard day of Another structured networking exercise to maximise your opportunity to make conferencing ahead. So, we thought that we would facilitate your gym session, and provide you those invaluable conference connections. Each person has a number on their name with another structured networking session, to guarantee that your time with us is jam-packed badge, and a bingo card. Spend this time trying to find the people whose badge numbers with opportunities to meet with your peers – courtesy of PEX Network. Please sign up on the match those on your card. Hand it to registration on your way back into session and be in registration page, limited spaces available. with a chance to win the title of Best Networker, and a Kindle! (all Bingo cards entered into a prize draw by 1.30 pm January 22nd) 7.30 PEX Network Desk opens for enquiries and late Check In One-to-One Meetings - prearranged with VIP delegates Please note that the conference starts at 1.30pm on Monday January 23rd, 2013. 11.00 8.30 Chairman’s Recap of Day One – 5.00 Start of IBM Corporate Leader’s Boardroom – INVITATION ONLY 8.45 Process Ownership: Redefining the Role of Leaders in Driving Process 11.00 Analyst Perspective: Using Metrics to Drive BPM Excellence Transformation Efforts Advancing technology for BPM and analytics is allowing broader and deeper treatment of Effective leadership is an essential component in the success of process excellence. With extended performance metrics. As a result, defining and using performance metrics is an emerging trend horizons, a constantly evolving business landscape and the growing need to be more agile – who and one that offers significant opportunity for business processes management. Based on these should own your processes? C-Suites across the world have responded to this question with trends, Forrester has introduced a value-stream based BPM metric framework that augments different answers, there is no magic formula that will deliver success, so long as the execution is traditional productivity and quality metrics with those focused on customer experience. But even correct. Learn from our panel of Chief Process Owners what the key to successful process these three are not sufficient in an age of digital disruption where products and service, delivery ownership really is. channels, and business models can disappear overnight. Agility is the fourth metric category that • Defining the future scope and role of corporate Process Excellence programs within the evolving enterprises need to add. To test aspects of this BPM metric framework, Forrester business model and new organizational structures surveyed, through PEX Network, 700 Business Architects, Process Analysts, Process • Embracing new leadership approaches to harness organizational creativity and Executives, IT and Senior Business Executives. innovation required for growth • How does technology help to enable the process strategy? What are the risks, Craig Le Clair, Vice President and Principal Analyst, Forrester Research limitations, challenges and opportunities? • How can leaders look at changing the OE function from a cost centre to a value 11.45 Lean Six Sigma 2.0: The Next Step in the Xerox Quality Journey creator? In this session Gregory North, VP Corporate Lean Six Sigma & Business Transformation, provides an exciting look at how Lean Six Sigma at Xerox is changing to meet the challenges of business in Douglas A. Norkus, Enterprise Services Director, SOF CLSS, The Lockheed Martin Team transformation, building on its history of technology innovation to become a leader in business Dellroy Birch, CIO, Fortegra Financial services. Moving beyond a focus on projects, LSS is being leveraged at all levels, from strategy development to continuous improvement in daily work. Learn how Xerox is building on the power Michelle Boutwell, SVP, IT Strategy and Planning, Citi of LSS with best practices from program and change management, in a pragmatic approach to rapid cycle change – always centered on what is critical to customers and to the business. 9.30 Keynote: Talent and Process Excellence applied to U.S Hydropower Dams Gregory North, VP Corporate Lean 6 Sigma & Business Transformation, Xerox As the 52nd chief of the U.S. Army Corps of Engineers, Van and his team of 60 dam safety experts assessed the safety conditions of over 300 hydropower dams and prioritized them for rehabilitation and repair. Hear how the Corps developed the people, technology and processes to 12.30 Networking Lunch in Exhibition Hall mitigate the critical operational risks of dam failure and loss of power generation. General VanAntwerp will also share how The Flippen Group helped them overcome the behaviors that One-to-One Meetings - prearranged for VIP delegates were holding them back, both individually and as a Dam Safety Team. You will leave with a real- life example of "Human Six Sigma" at work. LTG(R) R.L. "Van" VanAntwerp, Chief of Infrastructure and Executive Development EXTREMELY valuable. I have taken all of the information I have for The Flippen Group, and former Chief of Engineers and Commanding General of the U.S. Army Corps of Engineers received and forwarded on to the appropriate individuals once returning to work. I was also able to make some very valuable contacts and have follow-up meetings with them in the near future. The advice given was worth every penny! Continuous Improvement, Heinz www.pexweek.com 7
  • 8. Conference Day Two Tuesday, January 22nd, 2013...continued STREAMED SESSIONS BEGIN: NO MORE DEATH BY POWERPOINT! Achieving business outcomes is the route to success in these challenging economic times. And so our agenda reflects this by streaming our breakouts according to your top priorities. Each of these sessions is entirely interactive, presenting you with the opportunity to engage and exchange with your peers on the issues that matter to you most. CONCURRENT TRACKS: No need to pre-select - simply decide on the day which session you wish to attend in each time slot Strategy, Change and Leadership Value Creation Sustainability Training Stream: New this year: PEX Network have added a stream designed specifically for those at the project level. Develop your skills and learn from experts!!! 1.35 – Harnessing organizational Fully leveraging business process Business Insight: Make Data & Black Belts: What’s Your Value? 2.20 creativity and innovation required management to drive value, Predictive Analytics Your Next Discover which strategies are most successful for growth agility and cost effectiveness Step to Success when demonstrating your value to executive sponsors. Business is changing, and you need Fortegra adopted a business consultative • Making BPM sustainable and valuable Merck is realizing the value of large data to ensure you are adapting to keep pace. approach to PEX, focusing on rapid, but • Defining and establishing BPM governance analytics projects and has effectively been sustainable improvements within a quarter to capabilities using data in SAP and other sources to gain Session is available for a leading PEX provider- drive EBITDA and margin improvements across • Integrating BPM with Continuous insight into the performance of their end to if you think that you have a client case study the enterprise. Over the last 12 months, the Improvement and enterprise architecture end business processes. The current savings that would be of interest to our attending PEX process excellence focus has generated over • Practical applications for BPM target for 2012 is approaching triple digit executives, get in touch on +44 (0) 207 368 $4M in margin improvements and ~$350K in millions and the success of the analytics is Melissa Connolly, Director of Operating 9300 or sponsorship@iqpc.co.uk. sales in the first quarter of 2012. This session enabled by Merck’s data management Systems and Business Performance Deadline for sponsorship: November 30th 2012 will focus on the following: controls. Without high quality data (customer, • Embracing new leadership approaches to Excellence, Baker Hughes supplier, finance, etc), the analytics would be harness organizational creativity and ineffective. This session will discuss: innovation required for growth • Why is data management important to • How can technology help to enable the Process and operational leaders? process strategy? • Increasing the visibility and accuracy of data • What are the risks, limitations, challenges and to aid intelligent decision making and opportunities? increased responsiveness • How can leaders look at changing the • Developing a process for creating and OE function from a cost centre to a changing master data in applications value creator? Barnaby Fountain, Director of Shared Dell Birch, CIO, Fortegra Financial Business Services, Merck & Co. Allen Hayes, Vice President, Operational Excellence, Fortegra Financial My congratulations to your team for pushing the envelope and making the conference a "must attend" event. Vice President, PMP | Hess Corporation www.pexweek.com 8
  • 9. Conference Day Two Tuesday, January 22nd, 2013...continued INTERACTIVE SESSIONS WITH THE EXPERTS! Strategy, Change and Leadership Value Creation Sustainability Training Stream 2.25 - Transformational Leadership Enhanced Value Creation Through The Future of Manufacturing: Plan, Do, Check, Act. Get Things 3.15 As chairman and founder of The Flippen Group, Goal-Driven Process Automation Global Trends and Implications Done – FAST! Flip Flippen has spent the last 25 years dedicated Value-creation is at the heart of every business. Based on a groundbreaking report on the Refocus on coordinating your Continuous to growing and developing leaders around the Within a business, goals represent the nexus of future of global manufacturing, this Improvement efforts and move more quickly world. In today’s environment, where change is agreement between different stakeholders, presentation will provide a new perspective on from ‘a problem faced’ to ‘a problem solved’. constant and uncertainty is here to stay, leaders from setting sales targets to achieving product why manufacturing is critical to the health of must go beyond "change management" and have design consensus. As such we often measure the global economy, the state of manufacturing Session is available for a leading PEX provider- a truly transformative impact on their organization the performance of goal attainment as Key worldwide, and key trends that will affect the if you think that you have a client case study and team. In this session, Flip will share tools and Performance Indicators. Yet goals can be more future of manufacturing. These macroeconomic that would be of interest to our attending PEX insights that his company has implemented in than passive indicators; they should be used to trends have clear implications for how executives, get in touch on +44 (0) 207 368 thousands of organizations around the world. You create and sustain business value by actively companies compete and will require 9300 or sponsorship@iqpc.co.uk. will leave with a greater understanding of how to optimizing the processes that define business manufacturers to understand this new world, Deadline for sponsorship: November 30th 2012 ‘raise the game’ as a leader and have a powerful, operations throughout a value chain. This talk define and commit to a path forward, and build lasting effect on your team and organization. shows how goal-driven process automation new skills for the journey. Learn what's ahead Questions to be addressed include: can concretely achieve such dynamism. for the manufacturing sector and specific • Can you really grow leadership? Business goals defined within process actions your organization should be taking • How do I multiply the impact I have on my descriptions are used to rapidly and today to ensure future competitive team and organization? continuously adjust the process execution to advantage. • How do I accelerate my performance and that ensure goals are attained in the most Lou Rassey, Principal, McKinsey & of my team? efficient way possible, while providing Company • How do I consistently achieve more and lead transparency to all stakeholders. my team to do the same? Craig Melrose, Expert Principal, Paul Buhler, Chief Scientist, Modus21 McKinsey & Company Flip Flippen, Founder and Chairman of Dominic Greenwood, COO, The Flippen Group End User Contributor coming soon.... Whitestein Technologies End User Contributor coming soon.... End User Contributor coming soon.... 3.15 Networking Coffee Break One-to-One Meetings 4.05 - Deploying Hoshin Kanri as a Delivering business benefits Creating a Long-Term Continuous Black Belt Refresher- Old Hats and 5.05 Competitive Weapon through supply chain Improvement Roadmap Through Young Guns! In recent times there has been a significant performance improvements Deliberate Talent Development This session is tailored for those of who you increase in the adoption of Hoshin Kanri. have long been certified to learn a little • Developing a framework to enhance process Many CI programs struggle with clear career paths Executives in leading companies like Danaher, something from the newest additions to the excellence across suppliers and customers for Black Belts. Particularly the development of Black Toyota and ITT attribute a significant part of their Six Sigma family. And vice versa. • Understanding (and measuring) the costs of Belts progressing to Master Black Belt roles. Hear success to their Hoshin based business systems. Share tips and advice on how to guarantee poor supply chain process management how to create a roadmap to develop talent and But getting strategy deployment methodologies success, and remind yourself of the underlying • Deployment enablers and challenges: sustain your LSS teams’ capability for the long-term. like Hoshin to stick is difficult and requires principles of Lean Six Sigma, and the best Embedding a preventative vs. reactive Benefits of having a structured approach include: organizations to overcome both technical and execution strategies. business planning culture • Ensuring clarity of skills and competencies cultural challenges. Join Paul Docherty as the Managing supply chain risk, including • within the BB and MBB roles outlines how leading organizations have Session is available for a leading PEX provider- supplier quality and service risk management • Described behavioral actions, guidelines and effectively developed and sustained strategy if you think that you have a client case study to enhance value and reduce operational risk operational definitions for “understanding,” deployment as a competitive weapon. that would be of interest to our attending PEX “experienced” and “advanced” as a basis to Keith Holliday, Director - Corporate executives, get in touch on +44 (0) 207 368 Paul Docherty, Founder and Executive evaluate a “composite” BB or MBB Supply Chain & Logistics, Sonoco • Developing actionable personal development plans 9300 or sponsorship@iqpc.co.uk. Director, i-nexus Products Deadline for sponsorship: November 30th 2012 • Creating transparency for internal resources of End User Contributor coming soon.... the process to move within the LSS capability Danica Natoli, Director, Lean Six Sigma Master Black Belt, Best Buy www.pexweek.com 9
  • 10. Conference Day Two Tuesday, January 22nd, 2013...continued Strategy, Change and Leadership Value Creation Sustainability Training Stream 5.10 Case Studies Panel: Removing Leveraging the latest BPM Sustaining a Process Improvement BPM 101 – Everything You barriers to change: Tried and tested technologies to achieve greater Culture by combining Lean Six Needed to Know but Never Dared change management tactics to drive visibility, customer-centricity and Sigma and Business Process to Ask! business process excellence success flexibility across complex Management From leveraging BPM methodology to creating Transforming a business using generic processes and operations • Combining LSS and BPM methodologies to a common language between business and methodology is tough enough, without the create flexibility when executing Continuous technology teams – this is your BPM Examine how to leverage BPM to achieve additional challenge to sustain those hard fought Improvement initiatives download. Discuss with our panel of BPM customer centricity that actually works! changes. Discover the value of incorporating • Taking a value-stream based approach to experts how effective deployment works, and Leveraging BPM systems in addition to strategic change management into your business, Continuous Improvement what to avoid on your BPM journey. traditional process excellence methodologies and turn disruptive change into a viable return on will enhance your process visibility, data • Executing Continuous Improvement time invested. Panellists will discuss: initiatives with Process teams, not project Deadline for sponsorship: November 30th 2012 capture and control, and workflow • Striking a balance: Encouraging innovation to management. teams create a pull for improvement while driving Plus, learn how to link business and real time • Building a culture of superior execution by change through the push from senior operational intelligence into BPM platforms developing capabilities in problem solving, management for greater awareness and customer fact based / hypothesis driven analysis, and • Is change management a critical element of responsiveness. implementing and sustaining meaningful BPM and LSS? How much effort and attention changes should be given to managing change? Leo Shuster, Director, IT Architecture, • Driving change to the corporate environment - Nationwide Session is available for a leading PEX provider- and anticipating and dealing with the if you think that you have a client case study consequences that would be of interest to our attending PEX • Building internal connectivity and collaboration executives, get in touch on +44 (0) 207 368 in a decentralised framework? 9300 or sponsorship@iqpc.co.uk. Deadline for sponsorship: November 30th 2012 Panelists: Mark McGregor, Principal Analyst, MWD Advisors Vincent D. Pierce, SVP, Business Transformation, Office Depot ALL ATTENDEES, SPEAKERS & SPONSORS RETURN TO THE MAIN PLENARY FOR THE AWARDS CEREMONY 6.00 – 6.45 PEX Awards Showcase PEX Network proudly presents our re-invented, customer-centric Global Awards Ceremony. From November to January our judges will carefully select the winning applications through shortlisting processes and rigorous interviews. Join with us to celebrate the year’s most successful practitioners and hear from our global practitioner community and their thoughts on the winners and runners up in our traditional categories, as well as our newest addition Most Customer Centric Initiative and the newest criteria component to each category – customer delivery! See P16 for more details... 7.00 – 2013 PEX Week Pool Party 10.00 Join the PEX Network to celebrate our 14th Annual Process Excellence Week. Included as part of this networking event will be acknowledgements of the PEX Hall of Fame, a chance to congratulate our award winners and some down-time to reflect on the day’s insights over a drink or two. Light entertainment and refreshments will be provided to help you unwind after a long day of conferencing. Relax with your peers to compare and contrast your learning so far. www.pexweek.com 10
  • 11. ADVERTISEMENT 6th – 15th November 2012 Invigorate your process excellence program for 2013 with our PEX Masters online event This online event perfectly compliments PEX Week Orlando 2013... • Blends personal, organizational and process tools to give you inspiration and practical insight to reinvigorate your process excellence program for 2013 • Focuses on the management challenges of process excellence and emphasizes a practical case-study based approach to learning • Gives you 12 hours of online presentations over 6 days, designed to provide insight in to the management challenges and solutions of achieving excellence in your organisation - not the tools. Listen Live or On Demand • Joins you with peers from the likes of Siemens Financial Services, MASCO Contractor Services and Capital One Financial Services If you are attending PEX Week Orlando you can book PEX Masters for $59.99 (it’s normally $99) Email customerservice@pexnetwork.com for your unique code www.PEXMasters.com 11
  • 12. Conference Day Three Wednesday, January 23rd, 2013 8.00 PEX Network desk opens for enquiries 9.15 Award Winners Circle: Share in their Excellence Wondering how the teams you rejoiced with last night reached those 8.30 Sustaining Process Excellence for the Long Haul – and Driving Greater outstanding improvements? Want to learn more about the execution of these award winning projects? Join us in discussing and reviewing this year’s award-winning entries, Customer Impact and take your chance to ask your burning questions to the award winners themselves. Many process excellence initiatives falter after several years. To sustain process excellence for the Facilitated by PEX Network’s expert Judges: long haul and be truly impactful to the customer, the initiative must become part of the standard Chris Galante, Process Improvement Leader, Boeing operating system, part of the culture, where the focus is on both performance improvement and talent development. In addition to having ongoing senior leadership sponsorship and engagement, Dennis A. Narlock II, Continuous Improvement Leader, Catalent Pharma Solutions creating bench strength and building excitement in the employee base to improve their process and problem solving skills is a major component of building a lasting process excellence culture. 9.30 – Start of Corporate Leader’s Boardroom – INVITATION ONLY 2.00 Hay Wun Wain, SVP Global Head of Business Process Management, McGraw-Hill 10.00 Networking Break One-to-One Meetings INDUSTRY CLINICS BEGIN: Choose from the following sessions and discuss the most pressing issues you are facing specific to your industry sector. Delve deep into the commercial, regulatory and operational challenges obstructing your path to excellence, or learn from other sectors and find out how they are tackling these issues from an alternative perspective. CONCURRENT TRACKS: CHOOSE ONE Manufacturing Case Study Financial Services Case Study Energy Case Study Telcos Case Study Employee Engagement Study 10.50 Creating a long-term Blended Toolkits: The Engaging Suppliers in Driving the Customer Employee Engagement roadmap for change: Pragmatic Approach to Operational Excellence Experience: An outside-in Steps that Drive Results Taking Process Business Excellence initiatives focus on Reducing Many studies have shown that more Improvement to New Extensive research into the current • Process discipline strategies you – and Customer Effort often, people leave leaders, not Levels at Kraft Foods state of commerce indicates that the your suppliers – should be using now TELUS Communications has been on organizations. In the scientific C-suite is pressing for outcomes, • Successfully modelling system-wide industries, many organizations fall To effectively reduce waste, optimize a “Customers First” journey to rather than incremental improvement. risk management and scenario into the pattern of filling leadership flow, and manage input costs, Kraft significantly improve the customer Discover the real advantages of re- planning processes positions with technically savvy talent; integrated Supply Chain leveraged experience. To guide the focus of framing your approach towards • Reducing the process excellence basing success solely on the perceived the principles of Lean Six Sigma and continuous improvement with an achieving business goals, and take “disconnect” between suppliers and benefits associated with advanced Integrated Business Planning to outside-in perspective, TELUS has away a range of strategies to ensure production companies degrees. While this can be beneficial deliver record performance. been drawing the linkage between that you are practising 21st century • What to do when you find gaps with from a technical perspective, the Customer Effort, propensity to Jim Durkin, Vice President, process and delivering value to your supplier continuous improvement industry is increasingly calling for a recommend and profitability while Integrated Supply Chain, CEO. efforts blend of science and leadership skills also focusing on understanding the Kraft Cheese and Dairy Value Stream from the customer's in order to motivate and retain key Ana Lapera, Director - Chris Bloxham, Director talent. Key challenges addressed will Business Unit perspective. Learn from this case Process Improvement Project Integrity and Risk include: Strategy, Fannie Mae Management, Subsea study how this focus has impacted • Positioning talent to keep pace with Systems, Cameron project prioritization, team focus, significant organizational changes www.pexweek.com 12