Workshops · September 25, 2026

Practical and immersive experiences

Hands-on activities focused on applying AI in process management, including coffee break and simultaneous interpretation (English/Portuguese), when needed.

📍 CUBO Itaú · São Paulo
🕘 09:00–17:00
8 hours of hands-on immersion
👥 Limited seats: up to 35 participants
📅 September 25, 2026
01
Workshop · In-person

Smarter management: Improving processes, decisions, and results with AI

Learn how to apply the 4 types of problems, lean thinking, and artificial intelligence to improve daily management, reduce deviations, and achieve operational stability.

Every organization seeking to accelerate organizational learning faces a recurring challenge: moving away from a reactive cycle of urgent issues and repeated problems toward a stable, proactive routine capable of sustaining operational excellence.

In this workshop, participants will apply the 4 Types of Problemstroubleshooting/containment, gap from standard, target condition, and innovation — developed by Art Smalley and enhanced by the practical use of artificial intelligence in business.

The program demonstrates how the Daily Management method can be enhanced through the practical application of Artificial Intelligence in performance management. AI is positioned as an enabler of the method—not a substitute for critical thinking, governance, leadership, or the experience of frontline teams.

  • Identification and containment of symptoms Learn how to rapidly identify signs of process instability and implement effective containment actions to protect customers, maintain operational performance, and safeguard business results.
  • Root cause analysis Think lean and leverage structured problem-solving tools enhanced by AI to generate hypotheses, organize information, and deepen investigations into process issues.
  • Countermeasure Implementation Develop and execute practical actions to eliminate or mitigate root causes, monitor solution effectiveness, and strengthen team learning and continuous improvement capabilities.
  • High-precision diagnosis Gain a clear understanding of the true nature of operational challenges to select the most effective problem-solving approach.
  • AI in process management Use technology to enhance analysis, structure complex data, and accelerate the development of effective countermeasures and improvement strategies.
  • Leadership through the management system Learn how AI can serve as a powerful enabler—never a replacement—for critical thinking, governance, leadership, and team expertise.

By the end of the program, participants will have a practical understanding of how to integrate people, processes, data, and technology to reduce variation, respond more effectively to performance deviations, and strengthen problem-solving capabilities through the intelligent use of AI.

Execution leaders Managers, supervisors, coordinators, and team leaders who face recurring problems, process instability, and the need for more structured and effective responses to operational challenges.
Continuous improvement, lean, and operational excellence professionals Practitioners looking to modernize their problem-solving approach by incorporating Artificial Intelligence in a responsible, practical, and value-driven way.
Process, technology, and transformation leaders Professionals seeking to connect AI, data, processes, and people to improve daily management, strengthen operational decision-making, and drive more consistent performance outcomes.
Lean fundamentals in the Digital Era
The practical alignment of Type 1 (Containment) and Type 2 (Deviation) problems with the analytical capabilities of Artificial Intelligence, enabling faster and more structured responses to operational challenges.
Prompt engineering for problem solving
How to formulate effective questions and instructions to enhance the use of problem-solving tools such as the 5 Whys, Fishbone (Ishikawa) Diagrams, and Root Cause Analysis.
Generative AI as a continuous improvement enabler
How to structure, guide, and interact with an intelligent assistant designed to act as a copilot in identifying, investigating, and resolving operational deviations.
Operational stability and daily management
How recurring problems, process deviations, and performance variation impact results, and how Lean thinking provides a structured approach to restoring and maintaining stability.
Artificial intelligence as a method accelerator
How to leverage AI tools to organize data, support root cause analysis, generate hypotheses, prioritize countermeasures, and accelerate investigations while preserving critical thinking and sound decision-making.
Augusto Fonseca
Augusto Fonseca Head of Lean Insurance
Fábio Trierveiler
Fábio Trierveiler Lean Digital Transformation Manager
FormatIn-Person
Venue📍 CUBO Itaú, São Paulo, Brazil
Time9:00 AM – 5:00 PM (UTC−3 — São Paulo / Brasília, Brazil)
Duration8 hours of hands-on, immersive learning

Limited capacity: Up to 35 participants to ensure personalized guidance and high-quality support throughout the practical exercises and workshop activities.

Get my seat for this workshop
02
Workshop · In-person

The next frontier of transformation: scaling value creation with AI agents

How to integrate lean management with process automation to eliminate digital waste and accelerate decision-making

Many companies are already using artificial intelligence, but senior leadership still faces a central challenge: how to turn this technological adoption into real, measurable financial value for the business.

In lean thinking, improvement starts by seeing the value stream, identifying waste, and solving the problems that slow down operations. With the advancement of AI, a new opportunity emerges: using intelligent agents to support analysis, organize information, automate repetitive tasks, and accelerate decision-making without losing focus on method, governance, and learning.

In this hands-on workshop, you will go far beyond basic AI tool usage (such as “chat-based tools”) and gain a clear understanding of how AI agents can operate autonomously to support complex analysis, structure data, and speed up decision-making.

  • AI in process management Learn how to design applications using AI agents within your operations to automate bureaucratic tasks and build highly intelligent workflows.
  • Efficiency and integration Connect Lean thinking, data, technology, and people to eliminate “digital waste” and gain full visibility into operational inefficiencies.
  • Innovation with governance Build autonomous, value-driven solutions that automate repetitive routines while maintaining focus on method, governance, and continuous learning.

By the end, participants will have a strategic understanding of how to apply AI responsibly to scale organizational performance, always aligned with the company’s broader objectives.

Digital transformation executives and leaders Professionals responsible for prioritizing AI initiatives, scaling solutions, and ensuring technology is aligned with business strategy.
Technology, data, and innovation leaders Professionals looking to apply AI more strategically by connecting automation, processes, and value creation.
Operations, process, and continuous improvement leaders Managers seeking to reduce waste, improve workflows, and accelerate decision-making with the support of artificial intelligence.
Heads of product, customer journey, and experience Professionals involved in building digital solutions who want to integrate Lean thinking, data, and AI agents to create smarter processes, faster decisions, and greater customer value.
Lean thinking in the age of artificial intelligence
How to visualize value streams, waste, and bottlenecks before automating processes.
From basic AI usage to business-applied agents
What changes when AI moves beyond a simple query tool and starts supporting end-to-end workflows.
Digital waste and intelligent processes
How to avoid digitizing inefficient processes and instead direct technology toward solving real operational problems.
Designing value-driven AI agents
How to structure objectives, inputs, rules, integrations, and success criteria for AI agent applications.
Decision-making, automation, and governance
How to accelerate decisions with AI support without compromising criteria, control, security, and accountability.
Use cases and hands-on exercises
Practical activities to identify opportunities for applying AI agents in real organizational processes.
Carlos Baldissera
Carlos Baldissera Lean Digital Transformation Manager
FormatIn-person
Venue📍 CUBO Itaú, São Paulo
Time9:00 AM – 5:00 PM (UTC−3 — São Paulo / Brasília, Brazil)
Duration8 hours of hands-on, immersive learning

Limited capacity: Up to 35 participants to ensure personalized guidance and high-quality support throughout the practical exercises and workshop activities.

Get my seat for this workshop