Jeremy Gilliand joins the Outsourcing Institute, President, Daniel Goodstein, to explore:

• Challenges during the early stages at SWBC
• The journey at SWBC: determinging tools and models
• Metrics that were used to determine ROI
• How to scale automation implementation

Jeremy Gilliand will speak at Dallas OAISS on May 3^rd at K&L Gates on 1717 Main Street in Dallas. He will discuss how he’s leveraged AI and automation to enable a smarter enterprise and maximize business value. To learn more about the speaker, topics and sessions, take a look at the agenda.

Conference Co-Chairs, Anupam Govil and Gregory North join Outsourcing Institute President, Daniel Goodstein, to explore:

• Why do you need a digital roadmap?
• Where does enterprise transformation start?
• AI-Enabled enterprise: When is it coming?
• How to determine and ensure ROI

Gregory and Anupam are co-chairs for the OAISS Roadshow, which is produced by the Outsourcing Institute and the Institute for Robotic Process Automation & Artificial Intelligence. This year, we’re stopping at San Francisco, Dallas, London, New York and Chicago. To learn more, check out the website at www.oievents.com/oaiss.

In an era of increased competition and shrinking fees, financial advisors need digital tools to survive. By leveraging technology and data-driven insights, advisors can sustain profitable growth.
But achieving this vision requires a digital transformation, and the industry has been slow to adapt. A thoughtful technology and data strategy, user-friendly tools, early wins, and key stakeholder commitment are the main ingredients for success. Are you up to the challenge?

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Join Outsourcing Institute president Daniel Goodstein as he discusses the changes to the Outsourcing business, the shift to automation and the successes and failures involved in RPA and automating Enterprises.

The interview explores:

• The New Outsourcing and what is broken- Shift to Digital
• Benefits of RPA vs. Unrealiatic Expectations
• Best Practices for digital implentation: Build, buy, or partner
• Automation Journey- Where to Start?
• Building an internal CoE

Few would dispute the fact that technology is core to a company’s competitive advantage and survival. But technology is also changing fast. Technologies that were little more than concepts five years ago are now mainstream. Companies are struggling to keep up, held back by legacy systems and tight budgets.

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Cut costs and increase standardization with these best practices.

A shared services model allows companies to streamline their operations across an organization and provide centralized, standardized support to all business units. From finance to legal to IT, companies can achieve great benefits from consolidation and implementation of strong governance systems.

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Tony Saldanha joins Outsourcing Institute President, Daniel Goodstein, to explore:

Reality vs. the hype in regards to the digital era

• The difference between IT modernization and digital transformation
• The future of Procter and Gamble

Tony will speak at the OAISS Chicago Conference, on June 12 at the Baker McKenzie office in Chicago. Tony discuss the Roadmap for Digital and Operational Transformation. Take a look at the agenda to get a full list of speakers, topics and sessions.

Dan Goodstein, President at the Outsourcing Institute sat down with Co-Chairs Gregory North, Principal of Digital Transformation Practice of Outsourcing Institute, and Anupam Govil, Partner of Avasant to recap the Digital Convergence Conference.

The Interview Explores:

• What differentiates the Digital Convergence Conference from others?
• Why is it important for the industry to get together to collaborate?
• Takeaways and highlights from the Digital Convergence Conference
• And More

Outsourcing Institute’s Daniel Goodstein interviews new WGroup CEO Jeffrey Vail, discussing the rapidly changing IT space, succeeding in a tech-driven marketplace, dealing with technologies trying to circumvent IT and how to optimize your technology for a positive ROI.

The interview covers:

• Optimizing IT
• Shift from “What’s Broken” to “What’s Possible” thinking
• How can IT become more of a Business Enabler
• How to re-define IT- Shifting Focus
• How can IT can generate revenue vs expenses