AutomationHeader_US_No Date

July 10-11, 2017
The Roosevelt Hotel
45 East 45th Street
New York, NY 10017


Join us at the ISG Automation Summit to explore how automation is changing the way we live and work.

The ISG Automation Summit combines strategic guidance with practical advice about the promise and peril of automation and digital labor and their implications for the workplace.


July 10, 2017

4:00 - 6:00 pm
Lessons-Learned Workshop: Frankenbots: Tales from the RPA Crypt
Mark Davison, Global Partner, RPA, ISG
Thomas Helfrich, Senior Director, ISG

What missteps do you need to avoid when implementing enterprise-class, server-based, hardened and reliable robots? We’ve gathered an impressive list of “lessons learned” to help you and your RPA team gain fast traction by configuring bots that won’t do monstrous things! Don’t fear bots gone wild. Instead, heed lessons learned from those who have gone before. We’ll discuss:

  • RPA process opportunities
  • Process complexity
  • Bot architecture and hardening
  • Technology and infrastructure
  • RPA center of excellence organization and staffing
6:00 - 8:00 pm
Welcome Reception and Stations Dinner

Join us at mad46, the Roosevelt Hotel's trendy rooftop bar and lounge. Enjoy the sights and sounds of New York while networking with peers.

July 11, 2017

7:30 - 9:00 am
Registration and Breakfast
9:15 - 9:40 am
Keynote Presentation: Future of Automation
Jonathan Crane, IPSoft Corporation
9:45 - 10:10 am
Close Encounters of the Automation Kind: ISG Research on What’s Real Today, and What’s Coming Tomorrow
Stanton Jones Director & Principal Analyst, ISG

It’s hard not to encounter an opinion piece about how automation and artificial intelligence will negatively impact jobs. However – this gloomy viewpoint often oversimplifies a complex, multi-layered topic, especially as it applies to the future of enterprise knowledge work. There are a myriad of new technologies and skills that enterprises plan on using to improve operations, most of which will augment, rather than replace, knowledge work. In this session, we will:
  • Separate AI, machine learning and data science hype from reality
  • Introduce a new way to look at the impact of automation technology on knowledge work
  • Review recent ISG research that indicates it’s tasks, not jobs, that will be automated
  • 10:15 - 10:35 am
    The Godfather: Bank of New York Mellon’s Automation Story
    Scott Bertsch, Partner, ISG
    Jon Theuerkauf, Head of Performance Excellence, Client Service Delivery, BNY Mellon

    Learn about how Bank of New York Mellon successfully launched its automation program and is leading the way with automation in banking.
    10:40 - 10:55 am
    ** Automation Secret Ingredient #1 **
    Tracy Lipasek, Senior Director, ISG

    ISG reveals the first of three critical elements for a successful automation initiative!
    11:00 - 11:30 am
    Networking Break
    11:30 - 12:30 pm
    Meet the Press: Automation Vendors Take the Hot Seat and Field Your Most Pressing Questions
    Moderator: Thomas Helfrich, Senior Director, ISG
    Vendors: Automation Anywhere, Michael Marchuk - Advisory & Technology Partner Director with Blue Prism, Jegan Kannan - Global Solutions & Practice Leader with HCL

    Hear from the “Guardians of the [Automation] Galaxy” as you become a member of the press corps and ask questions of sponsoring vendors. In this unique forum, you’ll get the inside scoop on past, current and future automation challenges and opportunities – and the latest predictions on where the technology is headed.

    End-Users "Lead Press Corps":
    Chuck Wiegersma, Assistant Vice President, Intake Operations and Business Solutions Group, John Hancock
    Michael Cook, Senior Manager, Project Management, Bell Canada
    A.J. Hanna, Executive Director, Professional Services, Ascension Ministry Service Center
    Carl Wangberg, , Vice President, Data Analytics & Automation, USBank
    12:30 - 1:30 pm
    Lunch & Networking
    1:30 - 1:45 pm
    ** Automation Secret Ingredient #2 **
    James Manos, Director, Robotic Process Automation, ISG

    ISG reveals the second of three critical elements for a successful automation initiative!
    1:50 - 2:10 pm
    Braveheart: TNG’s RPA Story
    Mark Davison, Global Partner, RPA, ISG
    Ted Kallgren, Executive Vice President and CFO, TNG

    Learn how TNG implemented RPA to reduce its shared services staffing and grow its business in a shrinking market.
    2:15 - 2:45 pm
    "Dr. Strangelove: How I learned to Stop Worrying and Love the BOT", or the Imporance of Managing Organizational Change with RPA
    Craig Nelson, Partner, ISG

    Managing organizational change is an essential piece of the automation puzzle. The reality is, digital robots are changing how work gets done and how humans interface with emerging automation technologies. Successfully implementing RPA means assuring changes to operating processes and interfaces among systems and applications don't create operational surprises, upstream impacts and downstream process bottlenecks that upset normal, day-to-day operations. In this session, we will get to the heart of transition planning, organizational redesign, skill gap closure, operational alignment and communications management. These are the people matters that can make or break an RPA initiative. Learn how some companies are linking the RPA center of excellence with the automation change management process to help facilitate the change process.
    2:50 - 3:05 pm
    ** Automation Secret Ingredient #3 **
    Raun Kilgo, Director, ISG

    ISG reveals the third of three critical elements for a successful automation initiative!
    3:10 - 3:30 pm
    Networking Break
    3:30 - 3:50 pm
    Star Wars Episode 5-10X-A New Hope: McKesson's RPA Story
    Kevin Tesch, Director, ISG
    Amy Burns, VP, Six Sigma/Shared Services, US Pharma, McKesson
    Rich Benoit II, Senior Program Manager, McKesson

    Learn how McKesson’s innovative implementation of RPA helped it “accidentally” discover a way to drive savings far beyond the initial business case.
    3:55 - 4:10 pm
    Featured Presentation
    Jegan Kannan, Global Solutions & Practice Leader, HCL
    4:15 - 4:45 pm
    From here to Eternity: How to Think about Cognitive Automation
    Thomas Helfrich, Senior Director, ISG

    When companies take the leap into “Automation World,” they typically arrive first in RPA Land, where they can easily configure software to automate repeatable and mundane processes. Extending these automation initiatives to reap the benefits of cognitive technologies changes a purely back-office process efficiency play into a true digital-labor initiative. But first you have to cross the Data Sea – where dark data is surely lurking – and you have to navigate some unchartered territory. What are the true capabilities out there and what is mere marketing hype? Where is money most prudently spent? How long will the journey toward efficiency and improved performance take? This session will explore how to prepare for the automation journey – how to set expectations and how to identify and overcome challenges.
    4:50 - 5:00 pm
    "2017: A Space Bot-yssey, "The Searchers", and "Good Bot Hunting", or Conference Close & Next Steps
    Mark Davison, Global Partner, RPA, ISG
    Thomas Helfrich, Senior Director, ISG

    We will connect the Summit objectives with feedback from attendees and talk about next steps.
    5:15 - 6:30 pm
    Closing Reception


    Who Should Attend

    iStock-503711418 digital labor
    • Senior IT Leadership (CIO / CTO)

    • Senior Business Strategists

    • Senior Finance Leaders

    • Corporate and Line of Business Leaders

    Automation and Cognitive Technologies Thought Leaders and Speakers

    AJ Hanna Headhsot
    A.J. Hanna

    Executive Director Professional Services, Ascension Ministry Service Center

    Scott Teeple
    Scott Teeple

    Director, Process Excellence, Ascension Ministry Service Center

    Rich Benoit II

    Senior Program Manager, McKesson Financial Center

    Ted Kallgren

    EVP Finance / CFO, TNG, GP

    Jegan Kannan
    Jegannathan (Jegan) Kannan

    Global Solutions & Practice Leader for DRYiCE's COPA, HCL

    Chris Bushra

    Finance Executive, AECOM

    Michael Cook Photo
    Michael Cook

    Senior Manager, Project Management, Bell Canada

    Jon Theuerkauf

    Head of Performance Excellence, Client Service Delivery, Performance Excellence, BNY Mellon

    Chuck Wiegersma

    Assistant Vice President, Intake Operations and Business Solutions Group, John Hancock

    Amy Burns

    VP, Six Sigma/Shared Services, US Pharma, McKesson

    Mark Davison


    Chip Wagner

    Partner and President, ISG Business and Emerging Services

    Thomas Helfrich


    Raun Kilgo


    Kevin Tesch


    Jonathan Crane
    Jonathan Crane

    Chief Commercial Officer, IPSoft

    Michael Marchuk
    Michael Marchuk

    Advisory & Technology Partner Director, Blue Prism



    Platinum Sponsors


    Gold Sponsors





    The Roosevelt Hotel

    45 East 45th Street
    New York, NY 10017
    (212) 661 9600

    Located at Madison Avenue and 45th Street in the heart of midtown Manhattan.  Just two blocks from Grand Central Terminal with easy access to JFK International, Newark Liberty International and LaGuardia airports.  Valet parking is available at the entrance of the hotel.

    A limited number of rooms have been blocked at the rate of $229 single and $239 double occupancy plus tax.  Rooms must be booked by June 19 to receive the group rate.

    To reserve your room, call 1 (888)833 3969 and mention ISG Automation Summit .