June 1-3, 2020 | BMO Centre, Calgary, AB

Pre-Conference Workshops: June 1, 2020

7:30 am - 8:00 am Check in and morning networking for workshop attendees

Workshop A

8:00 am - 9:30 am Accelerating Your Digital Strategy- and the Action Plan to Make it Happen
• Understanding the potential impact of digitization on your business – and your people
• Selecting, designing and installing operations systems to ensure operations availability and integrity
• Fostering a culture that accelerates technology adoption
• Integrating Process Control Networks with data management, optimization and reporting systems
• Assessing and ensuring readiness for operations, taking into consideration all aspects of the transition, including operational processes, roles and delegations of authority, legal and/or operations documentation, data and IT systems, resources and competencies; and governance
• How do you identify – and then develop - the digital skills and capabilities you need?

Workshop B

8:00 am - 9:30 am Optimizing Your Assets: How to maintain asset integrity in a tough market
• Adopting OE without compromising on asset integrity
• Upgrading, altering and improving assets to maximize production at a lower cost
• State of the art, responsive techniques for optimizing assets
• How inspection, maintenance and monitoring are being adopted as part of a proactive strategy vs a reactive response
• How to develop comprehensive asset analytics to maximise return on assets
• What is the predictive risk solution that changes the safety
– productivity dynamic?
• Asset management with a lower budget:
- How to control risk by rebundling activities
- How to re optimise inspection and maintenance
- What are contingency plans?

Workshop C

8:00 am - 9:30 am Human Centred Operational Excellence: Creating a High Reliability Culture
• Getting better at getting better: What does a culture of operational discipline really mean?
• What is the role of culture in achieving operational excellence?
• What are the core values, behaviors, etc. necessary to achieve operational excellence?
• How can leaders create this culture within their organization?
• How decisions of “who does what where” affect your ability to achieve operational excellence
• A different way of looking at the business architectures that underpin how you organize the business, manage process, conduct operations, and even support IT
• How do you assess and measure culture?

9:30 am - 9:45 am Morning Networking Break for Workshop Attendees

Workshop D

9:45 am - 11:15 am Holistic Transformation: The Journey to Optimization
Robert Hutcherson - CEO & Founder, Optimize Consulting, Inc.
• Why Optimize?
• What is Organizational Optimization?
• How is Optimization Different than other Transformations?
• Assessing your Organization’s Optimization Maturity Level
• What is the Current State of Optimization in Your Organization?
• Organizational Synergy: Determining Your Organizational Staff Alignment
• Organizational Change Leadership at the Executive, Managerial and Staff levels
• Building Internal Optimization Capability: OO Training and Certification
• Sustaining Gains and Enduring the Quest for Optimization
• Capstone Exercise and Discussion
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Robert Hutcherson

CEO & Founder
Optimize Consulting, Inc.

Workshop E

11:15 am - 12:45 pm Environmental Excellence: Leveraging innovative ways to improve environmental performance and drive operational excellence
What does operational excellence truly mean today? How can you drive transformation inside and outside the fenceline?
Is responsibly managing your company’s resources enough?
The principles of operational excellence are deeply rooted in the culture and day-to-day operations of most companies in
Canada's energy chemicals and resources industries. Businesses are continually striving to improve the quality of their products and services, eliminating anything that doesn’t add value, and reducing overall costs. However, in today’s world, operational excellence stretches beyond just managing your resources responsibly, it’s about creating long-term value for society. It’s not about making a quick buck. It’s about developing a sustainable relationship between our businesses and the communities in which we operate. When companies look for partners, they’re looking for organizations that are similarly committed to excellence in operations and EHS performance. Today, operational excellence is a win/win for not only companies, but the environment and communities. Attend this interactive workshop and learn how to create shared value and significantly reduced environmental impact in the communities where you operate.

Workshop F

9:45 am - 11:15 am What is Artificial Intelligence and is it a good fit for your company? Practical applications of AI and IoT
• What is AI? Is it for you? How can you use it?
• Common AI techniques, how to apply them in your organization, and common pitfalls to avoid
• How to identify and prioritize which AI projects to pursue
• The business implications of technical decisions and how to assess the risk-reward trade-offs of different projects
• Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• What are the basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI:
• Asset reliability
• Operation optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty

11:15 am - 12:00 pm Networking Luncheon for Workshop Attendees

Workshop G

12:00 pm - 1:30 pm A Step by Step Guide to Using Lean Tools to Achieve Operational Excellence
Kenneth Woolridge - Director, Continuous Improvement, Air Liquide
In this interactive and hands on session, our workshop leader will take participants through a step by step approach to implementing and using Lean tools to achieve operational excellence, including how to:
• Develop a Continuous Improvement culture with enterprise wide Operational Excellence as your goal
• Assess your organization’s current state and develop benchmarks and metrics for process improvement
• Implement successful change management strategies to bring everyone on the journey
• Understand how Lean will affect our existing quality and performance initiatives and plan for the change
• Identify how Lean can ramp up and support growth while keeping costs low
• Apply a Kaizen Event to gain buy-in as well as deliver significant results in the short-term
• How does one build the internal Capability?
• What does success look like?
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Kenneth Woolridge

Director, Continuous Improvement
Air Liquide

Workshop H

12:00 pm - 1:30 pm Auditing your Process Safety Program: Ensuring Continual System Improvement
• The latest tips and tricks for auditing your process safety program:
- Purpose for auditing
- Auditor qualifications and skills
- The audit process: notification; preparation; execution;
closing meeting; reporting
- Identifying and writing a shortcoming
• What’s required to be successful? Designing a model that’s
broad enough to be applicable to all of your assets
- TKey elements of a successful process safety program
- TDescription of each element
- THow elements work together
• How can we better learn from our mistakes?
- TDescription of the incident
- TIdentification of precursors that foretold the incident
- TPSM element(s) that failed

Workshop I

12:00 pm - 1:30 pm Process Automation: Leveraging data in process oriented systems to fast-track continuous improvement initiatives
• How perfect do your processes need to be before you automate them?
• How do you ensure the data you wish to automate meets your process automation requirements – and is it really necessary before you push ahead with automating your processes?
• Applied analytics methodology to enterprise-wide data set for incident management business process
• Data set of process execution metrics vetted by subject matter and data experts
• Statistical analysis iterations identified a set of indicators most predictive of incident rate outcomes
• Indicators used as measurements for driving leadership focus to continuously improve OE performance

1:30 pm - 1:45 pm Networking Break for Workshop Attendees

Workshop J

1:45 pm - 3:15 pm OE Ownership and governance: Reducing complexity and variability with clearly defined standards and accountabilities
Successfully modelling system wide process governance: Building the most compelling case for deeper OE focus
• Defining standards, procedures and accountabilities: Who has decision making rights, responsibility, accountability?
• Creating an audit function to monitor conformance: Who, what and where should this audit function be?
• Ensuring that you stay focused on culture to drive OE compliance
• Facilitating knowledge flow obtain the most value from KM programs: Why the oil and gas industry needs this more than anyone else
• Identifying the IT tools that permit companies to “learn” what they already know and promote knowledge flow
• Attacking on multiple fronts: policies, roles & responsibilities, processes, technology
• Weighing the pros and cons of centralized versus localized continuous improvement programs

Workshop K

1:45 pm - 3:15 pm Solcing 5 Key Engineering Information Management Challenges in Process Manufacturing
Poor engineering information management can have significant consequences for process manufacturers. With the vast amount of information being shared, it can be extremely challenging to keep track of mission-critical engineering documentation throughout the entirety of the asset lifecycle, potentially leading to costly fines and non-compliance with industry-specific guidelines and regulations.
This workshop will reveal best practices for maintaining asset information throughout the asset lifecycle, a vision for the future of asset information management (AIM), and methods to break down information silos to facilitate the documentation handover process between disparate departments and external contractors. During the workshop, we will provide various case studies and examples of how some of the largest organizations in the process manufacturing industry have overcome their engineering information management challenges. In this workshop, you will:
• Discuss challenges that are unique to the Process Manufacturing Industry
• Learn about various changes trends that are drastically affecting the Process Manufacturing Market
• Understand the hidden cost of incomplete documents at handover
• Learn how to maintain your digital asset information
• Learn how to keep track of your

Workshop L

1:45 pm - 3:15 pm Robotic Process Automation: Harnessing the power of humans and machines working together
• Shifting how work gets done
• What activities do humans in the organization do well and not so well?
• Are there opportunities for humans and robots to work together in new and different ways?
• Are people willing to trust RPA technology tools to help make better decisions and add value?
• What capabilities is your organization missing – that robots can do?
• RPA Pilot program essentials – the nuts and bolts

3:15 pm - 3:30 pm Networking Break for Workshop Attendees

Workshop M

3:30 pm - 5:00 pm Reducing Operational Risk: Delivering capital and maintenance projects with less risk and higher returns
• Successfully modelling system wide process governance: Building the most compelling case for deeper OE focus
• What specific steps can be taken to boost return on capital employed? Given the current market conditions, should there be tighter criteria for project approval? Should we be reducing inventory? Sharing risk models with partners and suppliers?
• Improving collaboration between project execution teams and removing silos
• What are the largest challenges today for keeping projects on time and on budget?
• How should companies be tracking the progress of complex, capital intensive projects?

Workshop N

3:30 pm - 5:00 pm Using Design Thinking to Realize the Full Potential of Your Digital Transformation
Cristian Matei - Head of Business Transformation, Veolia Group
You don’t have to be a start-up in the fast-changing economy to benefit from design thinking. The energy industry can stand to gain significant improvements from adopting its customercentric focus. After spending over 20 years at the forefront of the multiple global organizational challenges, Cristian is now sharing his findings and potential solutions for building the 21st Century Organization, capable to continuously exceed ALL Stakeholders expectations. The presentation will be an open and honest dialogue about:
• Understanding global organizational challenges
• The Past, the Present and the Future
• Why isn’t it working?
• The digitization trap - the same as Continuous Improvement and Lean Six Sigma
• Address these multiple global organizational challenges
• From functional/departmental thinking to Business Process Thinking
• A practical market - proven approach who already delivered - how to design the 21st Century Organization?
• How to maintain the gains by designing the Continuous Improvement Management Process by unlocking the real potential of any Technology & Improvement-type methodology
• Classical mistakes and lessons learned

In this interactive workshop, attendees will review the five Design Thinking Principles, why they are so critical in the overall Design Thinking process, and how to apply them to your efforts in planning. User-centered design practices and partnerships across provider, customer and user are critical for the energy industry’s digital revolution. Not only is the process more engaging for both parties, it also aligns stakeholders’ objectives, increases trust and leads to new technologies that can develop the industry’s future digital capability through optimized efficiency and productivity. Design thinking, and practices that center around the user, can increase time to value, ensure the most effective solutions, and provide a smoother process for all involved. By adopting these practices, oil and gas operators can position themselves strongly for digital transformation to capture the next wave of industrial productivity.
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Cristian Matei

Head of Business Transformation
Veolia Group

Workshop O

3:30 pm - 5:00 pm Driving Operational Excellence to the Frontline: How to translate the business strategy into action
Julie Thyne - Global Continuous Improvement Leader, Dow Chemical
• Creating a sustainable Operational Excellence framework - even as conditions change
• Linking your Operational Excellence plan to business needs and changing objectives
• Identifying your performance gaps
• How to translate the business values and strategies and policies into action
• Changing the organizational culture to incorporate OE principles into the everyday
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement
• Weighing the pros and cons of centralized versus localized continuous improvement programs
• Developing the right continuous improvement framework for your business to improve reliability and operability
• Early execution learnings: Implementing structured metrics to monitor and measure process performance
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Julie Thyne

Global Continuous Improvement Leader
Dow Chemical

5:00 pm - 5:00 pm Workshops Conclude