Don't Let These 7 Automation Technology Myths Hold You Back
Overcome common misconceptions and see how easy it is to automate your business operations. Read now

Events

Get instant insights. Hear conversations with industry experts and customers on transforming operations.

No-Code Digital Process Automation: The Secret to the “Undisruptable” Business

In this webinar with Forrester, hear how no-code process automation and governance supports your vital goals and are powerful ways to increase your company’s agility, visibility and productivity to be undisputable.

Event Details

According to Forrester Research*, 2/3 of companies encountered processes that stopped working or were not optimal as a result of remote work due to COVID. Consider this a wakeup call even if you were lucky enough to be unaffected this time. Workflow breakdown like this should never happen again. But how can you prevent them?

In light of the current environment, strategic goals such as digital transformation and customer experience are top priorities for executives right now. Join this webinar to hear how no-code process automation supports these vital goals and are a powerful way to increase your company’s agility, visibility and productivity.

You will hear the latest digital process automation survey results from Forrester Research and learn best practices for how to get ahead of your competition, including how to:

  • Maximize the rising role of the business professional (and citizen developers) can help improve process excellence
  • Establish governance models and roles/goals alignment between IT, business people, compliance and beyond.
  • Form the proper governance framework for complimenting technologies, using the right tech at the right time
  • Monitor process efficiency and effectiveness with operational insights
  • Enact a diligent approach to democratization that can remove the roadblocks to change
*Forrester's Q1 2020 Global Digital Process Automation Survey, Forrester Research, Inc., July 14, 2020

Speakers

Featured Speaker
Rob Koplowitz Vice President, Principal Analyst Forrester Research

Rob returns to Forrester after leading IBM’s strategy for integrating Watson into the company’s collaboration services. Rob brings many years of experience in enterprise software consulting, product marketing, product management, and strategy. Prior to IBM, he was a vice president, principal analyst with Forrester where he was a leader in collaboration and enterprise social research. Before that, he was a director of product management with Microsoft, where he played a strategic role with Duet, a joint initiative brought to market with SAP. Prior to Microsoft, Rob was a senior director of product marketing with Oracle, where he focused on Oracle’s content, collaboration, portal, and business intelligence offerings. He also spent 15 years in consulting working for Lotus/IBM and other global software services firms with a focus on corporate collaboration.

Moderator
Anna Burke Vice President of Marketing Catalytic

With a 20-plus-year track record of bringing demonstrable results to start-up and growth-phase enterprise SaaS software companies, Anna is a performance-driven B2B marketing leader who’s passionate about customer results, advocacy and storytelling. Anna joined Catalytic to create a brand presence and demand engine to help the business grow and build lifelong relationships with its customers.

Scaling Automation to Reduce Thousands of Work Hours in One Year

In this webinar for Shared Services and Outsourcing Week, Todd Blevins, Vice President Global Business Services, UL will share the global safety certification company’s experience in building a successful automation initiative with shared services use cases, along with important lessons learned along the way.

Event Details

What began as a journey to drive efficiency for UL’s Global Business Services functions has now expanded to developing ways to help the business gain insights on performance and customers.

Now, a year after forming its automation Center of Excellence, the team is already saving millions.

In this webinar for Shared Services and Outsourcing Week, Todd Blevins, Vice President Global Business Services, UL will share the global safety certification company’s experience in building a successful automation initiative with shared services use cases, along with important lessons learned along the way.

Speakers

Moderator
John Neaylon Senior Account Executive Catalytic

As an advisor for digital agility and business transformation in enterprise SaaS, John is passionate about helping organizations use automation and AI technology to run smarter and more efficiently. At Catalytic, John leads our Strategic Accounts, collaborating with customers to envision the future of work, and then targeting platform enhancements to realize that future.

Featured Speaker
Todd Blevens Vice President, Global Business Services UL

Todd Blevins has been leading global business services organizations for over 15 years with a mission of leveraging shared services, automation and workforce transformation to freethe business’ he supports to create greater enterprise value.

Todd currently is theVice President of Global Business Services for Underwriters Laboratories (UL), the global leader in Testing, Inspection and Certification services.Prior to joining UL, Todd previous led GBS/Shared Services Operations atThe US Dept. of Transportation,Hertz and Cadbury.Prior to these roles, Todd worked in management consulting where he led systems implementations and process improvement engagements. He has been a reoccurring speaker at GBS industry events as well as participating on industry advisory boards.

Todd is originally from Texas where he graduated from Abilene Christian University. He is a Certified Six Sigma Green Belt and Project Management Professional.Todd recently competed the Artificial Intelligence: Implications for Business Strategy executive certification program through MIT’s Sloan School of Business and is now completing the requirements to receive the Advanced Diploma, Global Business Services professional certification through The Hackett Institute.

Panel: Inside & Out

How Grant Thornton is transforming its internal operations to deliver exceptional customer experience in the wake of Covid-19

Event Details

In the wake of Covid-19, companies that have operated in their comfort zones for years have been forced abruptly to fully embrace rapid change. Digital, adaptable companies have the power to transform entire industries. Grant Thornton is on pace to do just that. Join this case study session to learn how Grant Thornton’s technology, go-to-market and back-office teams are building intelligent end-to-end processes to improve customer and employee experiences. With a technology-agnostic, holistic approach, they move faster, adapt to changes and invent new services built on digital infrastructure.

Speakers

Speaker
Neil Bahadur Channel Partnerships Catalytic

As a founding member of Catalytic’s business development team, Neil leads Channel Partnerships. Since 2016, he has been driving innovation in a broad range of industries—from advertising to manufacturing—to help organizations achieve unprecedented efficiency with the Catalytic platform. He brings years of experience in computer science and information security, and acts as a trusted advisor on change management for digital transformation. Neil helps motivated businesses identify where automation can deliver the most impact, then he provides simple solutions while fulfilling his mission of upskilling employees for their own professional development and empowering them to leave a positive impact on their business.

Speaker
Tony Dinola Partner, Advisory Services Grant Thornton

Tony is a versitile business consultant focused on servicing clients in many industries. With deep expertise in technology and his background as a CPA, he is focused on solving business problems across the enterprise.

Tony’s professional experience has centered on large-scale transformations across the finance function and IT systems. His experience has included:

  • Helping merge the finance function of new acquisitions onto acquirer processes and systems
  • Leading program management efforts for ERP projects to accomplish objectives and achieve desired benefits
  • Providing governance models and structure to track progress and address issues and risks
  • Coordinating system testing, conversion, and cutover efforts
  • Adoption of new accounting standards through process re-design efforts and new systems implementations.
Speaker
Victoria Wind Director, Enterprise Transformation Grant Thornton

Victoria is a director of Strategic Planning in the Enterprise Transformation team at Grant Thornton and has held leadership roles in customer experience strategy at Dell, AIG, EDS, HP, and Accenture. During her years at these Fortune 500 companies, she has specialized in transformation and innovation planning across a variety of industries at the business unit, account, product, and initiative levels. Developed out of her consulting work with dozens of brands in active transformation, Victoria has expertise in building innovation and digital growth visions supported by operational execution and disciplined measurement.

Victoria holds a B.A. in History from Duke University and a M.B.A. from the University of
Texas. She and her husband Martin reside in Prosper, Texas, and have two full-time
children.

How AGS Broke Through the Hype of "Automation Magic" to Seriously Level Up its Customer Operations

There is so much hype about Robotic Process Automation (RPA) and its life-changing superpowers that companies everywhere are jumping on the bandwagon. Yet, many are struggling to realize meaningful results.

Event Details

The team at AGS took a different, more innovative approach to automation and it is delivering in spades. As an example, only three weeks into a new client project, the AGS project management office team reduced escalations by 65% – proactively improving customer satisfaction, reducing human error, and increasing time for team to provide more strategic value.

Bruce Morton from AGS and Sean Chou from Catalytic will share how AGS:

  • built the business case for no-code workflow automation centered around a strategy of improving customer experience and value
  • identified use cases ripe for process re-engineering and automation
  • removed blockers and managed day-to-day project needs
  • realized real results by automating where it makes sense and giving team members a “Process Sherpa”- an invisible guide to ensure they are not automating redundant or low value workflows and processes
Join this complimentary webinar to hear the strategic and tactical lessons from the AGS journey. This story is relevant for heads of HR, procurement, staffing firms and MSPs alike.

Moderator:
Adrianne Nelson, Sr. Director, Global Membership Products, Staffing Industry Analysts

Speakers:
Sean Chou, CEO & Co-Founder, Catalytic
Bruce Morton, Global Head of Strategy, Allegis Global Solutions

Earn 1 credit per webinar attendance towards CCWP continuing education.

Speakers

Moderator
Sean Chou CEO and Co-Founder Catalytic

As the co-founder and CEO of Catalytic, Sean leads the charge on product design and company strategy, and builds relationships with customers, channels and investors. As a lifelong technologist and true SaaS pioneer, Sean loves turning complex business problems into simple solutions.

Featured Speaker
Bruce Morton Global Head of Strategy Allegis Global Solutions

Bruce is in his 40th year in the human capital industry and is well known as a global workforce design and talent acquisition expert. He has designed, implemented and managed some of the largest resourcing solutions across many different parts of the globe and has been recognized as HR Thought Leader of the Year by HRO both in EMEA and here in the US and he recently published a book ‘Redesigning the Way Work Works’ so check that out on Amazon.

Panel: The New Normal for BFSI: Covid-19, Business Continuity, and Risk Reduction

Covid-19 has introduced a new normal to the workplace. Leaders in Banking, Financial Services and Insurance need to spearhead strategies that anticipate and negate the impact of a workforce that may be working from home consistently in the next 12-18 months, with less access to the physical infrastructure that enables paper use.

Event Details

This panel discussion will include:

  • Anticipating the second wave of working from home, and planning accordingly
  • Assessing the hard dollar impact of automation expenditure versus ROI
  • Working with third party vendors, and when to consider outsourcing or in-house management
  • Cost shifting vs cost reduction: when to invest in work at home infrastructure for automation dev-ops

Panelists

  • Sean Chou, CEO and Co-Founder, Catalytic
  • Ryan Brown, Chief Enterprise Architect - Cloud, Visa
  • Jerome Dwight, Former CEO, BNY Mellon Canada • Board Advisor, Executive at Royal Bank of Canada, Cox Enterprises, Bayshore Capital Private Equity
  • Craig Libby, Retired Head Risk Management Data, Analytics, Reporting and Quality Monitoring, USAA

Speakers

Panelist
Ryan Brown Chief Enterprise Architect - Cloud Visa
Panelist
Craig Libby Retired Head of Risk Management Data, Analytics, Reporting and Quality Monitoring USAA
Panelist
Jerome Dwight Former CEO BNY Mellon Canada

Former CEO, BNY Mellon Canada; Board Advisor Executive at Royal Bank of Canada, Cox Enterprises, and Bayshore Capital Private Equity

Moderator
Sean Chou CEO and Co-Founder Catalytic

As the co-founder and CEO of Catalytic, Sean leads the charge on product design and company strategy, and builds relationships with customers, channels and investors. As a lifelong technologist and true SaaS pioneer, Sean loves turning complex business problems into simple solutions.