Every intelligent automation leader eventually reaches the same crossroads: a business unit demands a new capability - faster invoice processing, predictive customer insights, automated exception handling - and suddenly, the question arises: which intelligent automation tool is the right fit for their business case?
For one organization, expanding beyond RPA into AI-powered document processing can unlock new efficiencies but also expose hidden integration and governance challenges. For another, investing in a single enterprise automation platform can simplify oversight but limit flexibility for domain-specific innovation. Across industries, the story remains consistent: choosing the “right” intelligent automation tool isn’t just about technology - it’s about timing, feasibility, and the maturity of both people and process.
Topics of discussion will include, yet will not be limited to:
- Translating business requirements into technical evaluation criteria
- Assessing feasibility in terms of budget, manpower, integration complexity, and data readiness
- Balancing enterprise standardization with domain-specific flexibility
- Avoiding automation tool redundancy and ensuring interoperability across the automation stack
- Building governance models that enable sustainable value realization
Gladson Baby, Vice President & Director of AI Enablement, Intelligent Automation & System Integration, FIFTH THIRD BANK
Henry Lyles, Director, Global Technology & Intelligent Automation Solutions CoE, MCDONALD’S
Puneet Thakkar, Finance Process & Systems Transformation Lead, GOOGLE
Jimit Sukkawala, Vice President, Intelligent Automation & Business Solution Architect, LPL FINANCIAL
Moderator/Speaker: Curt Burghardt, Vice President, People Delivery, UNUM
This event is an "Open Network" Event & Can Be Attended by:
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IA FORUM Members
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IA FORUM Members’ “qualifying” NON-Member internal/external colleagues and friends - to be their “NON-Member VIP Guests”
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“Qualifying” senior-level executives that are NOT Members - and the IA FORUM has personally invited to attend an event
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Other “qualifying” senior-level executives that are NOT Members - and have learned about the events via word of mouth or LinkedIn
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Vendors can NOT attend IA FORUM events