Driving Change - From Process Reengineering to Digital Transformation
Driving Change – From Process Reengineering to Digital Transformation
In this strategic and insight-rich session, Jose Vivar, SVP of Business Process Design and Transformation at Bank of America, shares a global perspective on how organisations can drive sustainable change—from foundational process reengineering to advanced, AI-powered digital transformation.
With decades of experience leading transformation initiatives across banking, pharmaceuticals, and manufacturing sectors, Jose explores what it truly takes to embed risk alignment, regulatory readiness, and operational resilience into process improvement efforts.
The session offers practical guidance for OPEX professionals, compliance leaders, and transformation teams navigating increasing regulatory scrutiny, automation ambitions, and cultural resistance to change.
Key Highlights
- Why Standardisation Must Come Before Automation
Jose warns against automating broken processes, stressing that without standardisation, automation simply accelerates inefficiencies. Standardised, measurable processes form the baseline for lasting improvement. - Risk and Control Thinking as Design Principles
He emphasises that today’s process design must factor in regulator expectations and risk management—treating compliance as a strategic stakeholder, not just an afterthought. - Data Governance as the Foundation for AI
Good data is non-negotiable for effective automation. Jose shares how poor data quality derails transformation efforts and amplifies risk, while well-governed data enables predictive AI models and scalable automation. - Employee Insight Drives Change That Sticks
Frontline staff are the best source for identifying inefficiencies. Jose underscores the importance of involving those closest to the work in process discovery and design. - Managing Change Fatigue and Psychosocial Risk
Addressing new work health and safety standards, the session explores how to reduce change fatigue and psychosocial hazards through structured change management frameworks like ADKAR. - Lessons in Sustainable Change Management
Jose highlights that change success depends on sponsorship, reinforcement, and ongoing assessment—not just rollout. Organisations must embed change into culture and governance to avoid backsliding.
Takeaways for Transformation Leaders and OPEX Teams
- Don’t automate inefficiency – standardise and optimise before deploying automation tools.
- Design with risk and compliance in mind – regulators are now key stakeholders in transformation.
- Invest in clean, well-governed data to unlock the full potential of AI and automation.
- Engage frontline staff early – they offer critical insights into real process challenges.
- Use structured change management models like ADKAR to sustain results and reduce resistance.
- Balance compliance with customer experience, especially when controls are not customer-visible.
- Build repeatable frameworks to scale process improvements across the enterprise.
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