Tuesday | 1:15pm - 2:15am | Implementing Business Process Change Track
Room: Diplomat 2

Real World Case Study

IBM in Conversation with Elevations Credit Union - Process Excellence, a BHAG Worth Pursuing!


Speaker Photo: Carla Wolfe

Carla Wolfe

Senior Business Analyst, Elevations Credit Union

Speaker Photo: Mihnea Galeteanu

Mihnea Galeteanu

Chief Storyteller IBM BPM, IBM




    Should you put your customer, employee or "shareholder" first? Elevations Credit Union put process excellence first and went from having zero processes documented to winning the Colorado Performance Excellence award in only 18 months! Their journey transformed their culture and put them in a position to not have to choose between customer, employee or "shareholder" because in achieving process excellence they put each of them "first".
    In this sit down conversation between Carla Wolfe, one of the main characters in this story, and Mihnea Galeteanu, Chief Storyteller at IBM, you will get an opportunity to:
    • Hear about the good, the bad and the ugly of their transformation
    • Understand the importance of building an organizational process view before documenting your very first process
    • What it will take for them to win the coveted National Malcolm Baldrige Quality Award!
    Participate in this discussion before or during the session by sending your questions on Twitter at hashtag #processexcellencebhag.


    Carla is a Senior Business Analyst and has been building the disciplines of Business Process Management and Knowledge Management from start-up for Elevations Credit Union in Boulder, Colorado. They are the 2010 winner of the Rocky Mountain Performance Excellence Timberline Award and are pursuing the Balridge National Quality Award. Carla has earned her CBAP designation and has served as a Quality Site Examiner for RMPEx since 2010.

    Before joining Elevations Credit Union in Boulder, Colorado, Carla was a Senior Consultant with an International Financial Services Consulting Firm for five years which was preceded by 15 years as a Consultant in Organizational Development. She has presented "the journey" of building BPM at the 2011 Building Business Capability conference, the 2011 CUNA CFO Council and the IBM Impact 2013 conference. Carla's approach and presentation is practical and filled with real world tools that have worked for her and the Elevations team.

    Mihnea Galeteanu is a Product Marketing Manager in the BPM area of IBM where he spends his time evangelizing our BPM offerings to our customer, analyst and partner communities. Prior to joining the marketing organization he spent over 10 years experience imagining, breaking and building software of all sizes, most recently in the BPM portfolio of products at IBM . He?s a regular blogger and provides mentorship on issues ranging from innovation and business design to social BPM and sustainable living. Born in Romania, Mihnea now lives in Toronto, Canada with his wife and 3.5 year old storyteller-in-the-making.

# # #