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LEANutopia Past Events

LEANutopia Locations & Highlights OVER THE YEARs

Moen World Headquarters

Moen World Headquarters

Moen World Headquarters

2014 | North Olmsted, OH | 60+ Executives

  • Moen: Processes flowing like water from new faucets
  • Rockwell Automation: Master Data Management and process automation
  • Kichler Lighting: Business process improvement
  • Philanthropic: Team building for Ronald McDonald House

CIO Summit

Moen World Headquarters

Moen World Headquarters

2015 | Cleveland, Ohio | 100+

  • Kichler Lighting: White collar automation process optimization empowering ERPs
  • Moen: Process optimization to dashboard efficiencies
  • CIO formatted lean data venue showcasing


The Henry Hotel

Moen World Headquarters

Applied Industrial Technologies

2016 | Dearborn, MI | 55+

  • Cooper Tire: Master Data Management (MDM) fueling SAP governance and global product and lifecycle innovation
  • LU: SAP Winshuttle M&A, mass data/data integrity, go-lives
  • Carhartt: SAP master data and material master, Process BI

Applied Industrial Technologies

Applied Industrial Technologies

Applied Industrial Technologies

2017 | Cleveland, OH | 45+ 

  • HDT: T-code automation, mass updates, making SAP go-lives super fast
  • LU: SAP testing & S/4HANA automation, T-code Winshuttle best practices
  • AIT: Automating the new customer create process using Winshuttle Forms and Workflow
  • Private tour, raffle, networking, food and drinks

Glenmoor Country Club

Applied Industrial Technologies

Glenmoor Country Club

2018 | North Canton, OH | 35+

  • Kichler Lighting: Managing to Cloud CAD (file-less, integrated PLM), rapid innovation new product.
  • Rockwell Automation: Lean data management throughout the product lifecycle
  • Swagelok: A playbook for innovation pilots: a unique approach to implementing innovative ideas within the structure of a typical organizational matrix 

Rockwell Automation

Applied Industrial Technologies

Glenmoor Country Club

2020 | Cleveland, OH | 20+

  • HDT: CIO Todd Nelson shared automating finance & no touch invoice automation.
  • Rockwell Automation: shared global engineering make to order and engineer to order automations for SAP and PLM integration.



Rockwell Automation

Rockwell Automation

Rockwell Automation

2022 | Mayfield Heights, OH | Virtual & Onsite

  • Rockwell Automation: 
  • To address cycle times, productivity and consistency challenges, we shared how we added BPA workflow to reduce non-value tasks, simplify the user work and reporting.  
  • Results: users can track the status of work in-process, an audit trail is automatically generated, rework 

2022 | Mayfield Heights, OH | Virtual & Onsite

  • Rockwell Automation: 
  • To address cycle times, productivity and consistency challenges, we shared how we added BPA workflow to reduce non-value tasks, simplify the user work and reporting.  
  • Results: users can track the status of work in-process, an audit trail is automatically generated, rework is minimized, detailed process metrics are available 
  • Metrics:  We have reduced cycle times, improved process throughput, reduced user training time, reduced rework, and improved target service levels
  • RPA Scripts Results: After we implemented automated processes using we reduced average SAP material master plant extension time from 21 days to less than six hours (we run the process four times per day).
  • Metrics:  Material Master plant and sales org. extensions are processed four times per day and there is no processing backlog.  Operations and Planning data quality = 5.9 sigma. Sales and Marketing data quality = 5.6 sigma  
  • Louisiana Pacific:  Please request the slides or info.



The Andersons

Rockwell Automation

Rockwell Automation

2023 | Maumee, OH | Virtual & Onsite

  • The Andersons: Perspectives on their journey to optimize SAP, MDM, and data & analytics enablement. This included automating business partner create and change for S/4HANA and building their enterprise data & performance analytics and cloud strategy.
  • SAP moderated peer group session: Open discussions aro

2023 | Maumee, OH | Virtual & Onsite

  • The Andersons: Perspectives on their journey to optimize SAP, MDM, and data & analytics enablement. This included automating business partner create and change for S/4HANA and building their enterprise data & performance analytics and cloud strategy.
  • SAP moderated peer group session: Open discussions around value propositions based on continuous improvement, Lean Six Sigma’s DMAIC principles and automation ROI and justification challenges.
  • Raffle, networking, food and drinks



American Greetings

Rockwell Automation

Virtual Round Table

2023 | Westlake, OH | Virtual & Onsite

  • Business Process Automation (BPA) Executive Workshop featuring American Greetings and The Andersons: Best practices around BPA standards, governance, and blueprinting. Other topics: user personas, level 1-5 process maps, total cost of ownership evaluation of platforms, and solution recommendations ens

2023 | Westlake, OH | Virtual & Onsite

  • Business Process Automation (BPA) Executive Workshop featuring American Greetings and The Andersons: Best practices around BPA standards, governance, and blueprinting. Other topics: user personas, level 1-5 process maps, total cost of ownership evaluation of platforms, and solution recommendations ensuring alignment to corporate strategy.
  • LEANutopia: American Greetings-data and process strategies impacting MDM and governance around BPA workflow; Evoqua-digital modernizing and automating SAP financials and creating a center of excellence (COE); Panel discussion about hyperautomation, Machine Learning and Artificial Intelligence (AI) strategies and best practices, and concepts around Generative AI, technologies, standards and governance models. 
  • Networking, food and drinks



Virtual Round Table

Other Peer Review Events

Virtual Round Table

2024 | Virtual Round Table | 30+

  • Topic: Preparing for hyperautomation inclusive AI to super charge your business. 
  • Overview: During this LEANutopia round table, we discussed process transformation intake processes and why a robust intake is critical to enabling hyperautomation initiatives, including AI strategy. Additionally, we discussed h

2024 | Virtual Round Table | 30+

  • Topic: Preparing for hyperautomation inclusive AI to super charge your business. 
  • Overview: During this LEANutopia round table, we discussed process transformation intake processes and why a robust intake is critical to enabling hyperautomation initiatives, including AI strategy. Additionally, we discussed how to improve processes, make robust intake a prioritization and gain stakeholder alignment.  

Oswald Companies

Other Peer Review Events

Other Peer Review Events

2024 | Cleveland, OH | Virtual & Onsite

  • Topic: During Process Transformation
  • Featured participants from Carhartt, Louisiana-Pacific, Oswald Companies and Timken
  • Overview:  We collaboratively performed peer reviews of the steps taken by multiple organizations to monitor their process transformation initiatives. Our focus centered on ensuring 

2024 | Cleveland, OH | Virtual & Onsite

  • Topic: During Process Transformation
  • Featured participants from Carhartt, Louisiana-Pacific, Oswald Companies and Timken
  • Overview:  We collaboratively performed peer reviews of the steps taken by multiple organizations to monitor their process transformation initiatives. Our focus centered on ensuring the designed solution incorporated the appropriate technology to uphold data quality for hyperautomation, including AI empowerment. Following the review, we discussed the critical significance of selecting the right technology and monitoring progress in enabling hyperautomation and AI.   
  • Networking, food, and drinks

Other Peer Review Events

Other Peer Review Events

Other Peer Review Events

LEANutopia has hosted a variety of peer review events over the years including:

  • ASUG regional SAP events
  • Sapphire booths 
  • SAP & Supper series 
  • Winshuttle user groups: WUG and HUG venues
  • COVID impacted 2021 and 2022 events.


Please contact Mark Orzen to discuss LEANutopia and/or partnership ideas such as Private Equity holding educational events.

LEANutopia has hosted a variety of peer review events over the years including:

  • ASUG regional SAP events
  • Sapphire booths 
  • SAP & Supper series 
  • Winshuttle user groups: WUG and HUG venues
  • COVID impacted 2021 and 2022 events.


Please contact Mark Orzen to discuss LEANutopia and/or partnership ideas such as Private Equity holding educational events.  Mark can be texted at 440-552-5090 or emailed at markorzen@outlook.com



Questions about LEANutopia?

Questions about LEANutopia?

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