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OPEX Reference Group On-Demand 30-Min Expert Session Driving Change - From Process Reengineering to Digital Transformation

This exclusive session, hosted by the OPEX Reference Group, delivers practical strategies for professionals involved in process improvement, digital transformation, system implementation, compliance, risk management, or continuous improvement.

Expert Speaker: Jose Vivar,
SVP Process Design and Transformation at Bank of America

In this insightful session, Jose Vivar shares practical strategies to shift from reactive firefighting to proactive resilience by embedding risk and control thinking into process design.

Jose reflects on lessons from within the banking industry and across sectors like pharmaceuticals and manufacturing—where process inefficiencies, manual touchpoints, and errors are deeply felt by frontline staff. He emphasizes that those closest to the work are best positioned to identify process gaps and drive meaningful change.

Key Highlights from the Session:

  • The growing role of regulators as key stakeholders in process design
  • How to balance high- and low-value activities—especially when controls are necessary but not customer-visible
  • The power of standardization, waste elimination, and process replication across business units
  • The importance of good data governance as the foundation for successful automation

ABOUT Operational Excellence Reference Group

Join this vibrant, cross-industry community to connect, exchange insights, and collaborate with professionals driving transformation across diverse sectors. Whether you're working on process improvement, digital transformation, system implementation, compliance, risk management, or continuous improvement initiatives, this group offers a platform to understand emerging trends, access proven practices, and attend exclusive sessions with industry thought leaders to accelerate your journey to operational excellence.

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