Cultural Advances in LEAN Transformation

Jointly offered by the University of Dallas and ConfluCore, LLP.


Lean transformation has been central in significantly improving corporate performance.  For 4 decades, multiple initiatives and techniques have resulted in varying degrees of success.  “Lean”, as it is typically denoted, is a disciplined way to develop an operational excellence journey in an organization.  Operational Excellence itself is a crucial imperative for corporate boards and executives as it impacts vital performance metrics; cost situations, time considerations, quality standards, and customer experiences.  With globalization and rapidly emerging technologies, connectivity and digitization are ever becoming essential to operational excellence. 

As its theory and practice have advanced, Lean must be revisited and reshaped in futuristic organizations for its management to reap the rewards of these advances.  Companies that get anchored in prior-generation methods, or try to mimic other organizations’ approaches, or are unaware of these advances will actually get farther behind the more proactive organizations.

Futuristic business strategies drive operational strategies; as well, operational strategies influence emergent business strategy – providing for confluent and fast-cycle approaches to Lean.  Transcending these is the culture of an organization that can mobilize or thwart operational excellence journeys.  To succeed superbly, a confluence of the various strategies and organizational culture is required.

Accordingly, this seminar has been designed by experienced Operational Excellence executives and thought leaders.  They have developed, delivered, and deployed Lean, Six-Sigma, and Operational Excellence programs in most industries worldwide.  The seminar’s emphasis is threefold: (a) share the latest and greatest advances in theory and practice, (b) focus on “Lean Your Way” (as against some other company’s way), and (c) integrate cultural, digitization/IT, and organizational success factors so confluence is created and sustained by practitioners.

Spring 2017 Class Schedule & Registration Information

Dates: April 25, 2017 (Tuesday)

Times: 9:00 a.m. - 6:00 p.m. (Sign-in between 8:30-9:00 a.m.)

Tuition: $500 per participant


10% off per participant for the following:

  • Organizations nominating 3 or more participants
  • Early birds, registering by April 7, 2017
  • Military personnel and veterans
  • Nonprofit organizations

20% off per participant for the following:

  • Alumni of Harvard University, MIT, and University of Dallas
  • Clients of ConfluCore, LLP

Location: University of Dallas Campus – 1845 E. Northgate Drive, Irving, TX 75062

Classroom: SB Hall – Serafy Special Events Room #134

Attire: Business casual.

To register online click here.

Registration Deadline: By 4:00 p.m., April 20, 2017.

Seats are limited.  Enrollment is on first-come, first-served basis.

To download an executive flyer, click here.

Still have questions? Contact Us.

For queries, please contact either of the following:

Jennifer Howard: 972-721-5299 or email:

Course Format

This is a seminar setting where participants will gain the latest knowledge related to operational excellence in general and lean transformation in particular.  A variety of fresh concepts and successful practices will be presented by the faculty and exemplary “do’s” and “don’ts” will be shared.  Two open-discussion sessions will be facilitated to encourage participants to ask deeper questions and also to assimilate their valued mutual experiences, all these leading to innovative answers to their key issues.  A highly successful CEO will share the essence of his lean transformation experiences.  Altogether, participants will acquire fresh content and immediately implementable insights on how to create and sustain their own journey for operational excellence.

 Who should attend?

This program is specially designed for:

(a) Executives who are responsible for developing lean transformation strategies;

(b) Leaders who select lean methods and technologies for their companies; and

(c)  Managers who are charged with the implementation of operational excellence projects. 

Functional specialists and team members who are working on cultural transformations in their organizations will also benefit from this seminar by learning how to create confluence among lean transformation practices and their internal cultural initiatives.

Why this course?

This course will teach participants the following:

  1. Learn the latest principles and practices of Operational Excellence.
  2. Position lean transformation in (and for) successful business strategy and organizational development.
  3. Differentiate between traditional vs. dynamic transformations.
  4. Learn how to develop and deploy “Lean Your Way” and prevent false starts.
  5. Leverage existing assets - tangible and intangible - your own successes, and your passion to design an operationally excellent journey to leapfrog competition.
  6. Integrate digitization and IT platforms and processes as consequential to operational excellence.

How will your corporation benefit?

  • Update management with advances in Operational Excellence and prevent false starts
  • Begin the journey of “Lean Your Way”, building customized capabilities, and reaching the next level
  • Contextualize Operational Excellence and Lean Transformation in your organization using appropriate mental models and strategic frameworks
  • Clearly articulate your Lean Strategy, its goal, phases, and objectives to bring about measurable improvements in cost, quality, time, and customer delight
  • Utilize latest digitization and IT frameworks to complement and supplement your Operational Excellence journey
  • Integrate fresh learning and systemically-researched cultural imperatives that mobilize organizations and support effective operations
  • Engage in sharing successes and avoiding the roadblocks that inadvertently diffuse Operational Excellence programs

Program Faculty

The faculty includes business advisors, and experienced executives:  

Mr John Ballis:

A Samurai Master Black Belt; studied at Honda and Toyota.  As a leader of one of the largest improvement programs at IBM, he facilitated reducing the PS2 motherboard cycle time from 45 days to 4½ hours; has led over 1,500 Kaizen events and 100 senior leadership initiatives in lean transformation, applying its concepts to a variety of business sectors; Author of 3 books, including the upcoming, “Lean Your Way.”

Mr. Usman A. Ghani:

Multiple Master’s degrees from MIT Sloan School and Harvard; served ExxonMobil, HP, McKinsey & Co., and Shell; author of Service Excellence Dynamics, and The Leader Integrator; served over 200 clients on 6 continents; chairman of ConfluCore, llp.; adjunct faculty in Enterprise Transformation.

Mr. Aslam Sherule:

Masters in Electrical Engineering; Graduate programs in system dynamics at WPI; 20+ years’ experience in developing enterprise architectures, and implementing corporate control structures, operational transformation, system dynamics, and software development. 

Withdraw and Refund Policy

Participants may withdraw in writing by emailing Jennifer Howard. The refund schedule is as follows:

4 weeks before first day of course: 90% refund (10% kept for administrative charges)

3 weeks before first day of course: 50% refund

2 weeks before first day of course: 25% refund

No refund for cancellations after April 11, 2017


Tuesday, April 25, 2017 (9:00 AM - 6:00 PM)














METAPHORS – Our Operating Models Impact Excellence



THE EVOLUTION OF LEAN – Origins of the Toyota Way

LEAN YOUR WAY – A Confluent, Futuristic Approach

         Followed by an open discussion



LUNCH (in cafeteria)











  • Taking the Confluent Definition Forward
  • Learning from a Fortune-500 Executive Survey (Summary)
  • Preparing for the Barriers to Execution


  • The Digitization Revolution – An Imperative Platform for Operational Excellence
  • Service Dynamics – The Make/Break Factors


OPEN DISCUSSION – Engagement Concepts for “Lean Your Way” Journey

A highly successful CEO will be our guest speaker who will initiate this discussion sharing his experiences and then joining the faculty in engaging all participants and in answering questions.



Faculty will be available up to 7 p.m. for additional questions.


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