Educational Sessions
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Best Practices: Electronifying Document Routings, Approval, and Completion in a Cloud Environment
Jeff Piper - VP, Professional Services
Spring CM
Co-Facilitator TBA
Session 4.3 - Work Process Improvement
Monday, February 06, 3 - 3:50 p.m.
Regardless of the size of your organization, document routing and approval workflow processes can be easy and cost-effective to automate without bogging down IT or consulting resources. Learn best practices for assessing, selecting, configuring and launching a Cloud-based document routing and approval application to increase collaboration and gain back your time and effort.
Bringing Mobility to Forms Processing
Butch Reh - Director, Business Development, Enterprise Group
ABBYY USA
Session 7.3 - Market and Technology Trends
Tuesday, February 07, 10:10 - 11 a.m.
In this presentation, Butch Reh will focus on the changing landscape of mobile technology and the many benefits that OCR technology brings to today's mobile devices and money driven institutions. Through a series of real world examples, Reh will illustrate how mobile data capture technology can turn smartphones into a powerful new entry point for data input. He will discuss how tasks such as invoice processing, money transactions, order entry, application processing, loan processing, tax processing, and more can easily and efficiently be processed through a mobile environment.
Government agencies, banks, insurance agencies, payment processors, and more can save time and spending by enabling customers to input and verify data, then launch processing cycles for use in backend systems via mobile phones. Reh will share how this innovative mobile approach to data communication and content management brings organizations closer to customers, as well as their partners and employees.
Capture Transformation in a Mobile World
Bob Larrivee - Director
AIIM International
Session 5.3 - Market and Technology Trends
Monday, February 06, 4 - 4:50 p.m.
Mobile devices continue to be a driving force and challenge for many organizations. This session would combine some research data about mobile with common issues related to the use of mobile device use for the capture and management of content and records. It would also touch on the lack of and need for governance and security strategies in relation to the use of mobile devices for capture.
Crystal Ball: Where are Mobile and Social Computing Heading
Anne Valaitis - Associate Director
InfoTrends Inc.
Session 2.3 - Market and Technology Trends
Monday, February 06, 10:40 - 11:30 a.m.
Mobile technology is exploding, and users are demanding more and more ways to access and communcate with these devices. An empowerment of the knowledge worker has led to a generation that shares and communicates data and content much differently. InfoTrends will examine many of the trends in this ever changing space and provide key highlights from recent research.
Digital Mailroom: Fact, Fiction, and Other Fairytales - Fulfillment of the Promise?
Jim Wanner - CEO
KeyMark Inc.
Session 3.1 - Data Capture Automation
Monday, February 06, 11:40 a.m. - 12:30 p.m.
Having an efficient mailroom is important to your business. Hear how your ROI can be realized in less than a year while increasing efficiency, accuracy, and improving customer service. Learn the benefits and challenges of a digital mailroom implementation through case studies, real-life examples, and Q&A.
Enterprise Capture has Arrived
David Jenness - Marketing
IBM
Session 5.2
Monday, February 06, 4 - 4:50 p.m.
It's not about point solutions any more. It's not just scanning in Accounts Payable, for example, or a backfile conversion in the records department. It's about applying capture capabilities wherever paper and business process intersect – across the enterprise – to lower cost, raise accuracy and speed transactions.
Once, the Digital Mailroom was the solution for applying capture to the enterprise, but it never caught on, and now it's no longer practical. Today's document strategy needs to encompass paper, but also faxes, emails and attachments. Recent studies show that the fastest growing source of new documents is email, which completely bypasses the mailroom.
Enterprise Capture is a comprehensive strategy which requires a comprehensive solution. A single platform that can support a broad range of capture capabilities:
- Distributed scanning and capture capabilities
- Multiple recognition engines, classification methods, and imaging tools
- Image conversion for emails and attachments
- Accurate classification for thousands of documents types
- Scalable architecture and pricing model that encourages expansion
- Tight integration with Imaging, workflows and Line of Business systems
IBM has helped industry leaders in Financial Services, Healthcare and Transportation implement Enterprise Capture to speed processing and lower cost. This session will examine the business benefits of Enterprise Capture and the ways that organizations have put it into practice.
Facts & Fiction: Achieving a Paperless Process and Enterprise with SharePoint
Stephen Boals - VP, Sales and Professional Development
PSIGEN Software Inc.
Session 3.2 - Enterprise Document & Records Management
Monday, February 06, 11:40 a.m. - 12:30 p.m.
An overview of facts and fiction surrounding scanning, document capture and Enterprise Content Management implementations and management in the Enterprise. Key areas of focus will be Microsoft Sharepoint, Document Capture, Scanning Devices and overall Paperless Workflow and Automation. Attendees will take away key information on the listed topics, and be better prepared to tackle a project or improve/manage an existing implementation.
Lessons Learned: Capture in the Cloud, the Value Proposition
David Talarico - SVP, Sales and Marketing
Ephesoft, Inc.
Session 1.3 - Work Process Improvement
Monday, February 06, 9:40 - 10:30 a.m.
Why is cloud computing so seductive and why do so many companies say that's their direction? This session will provide the value proposition to cloud computing and introduce members to what's now possible in the cloud not just with basic capture technologies but also advanced techniques for automating classification, separation and extraction of metadata. For the first time, the cloud makes this affordable and easily consumable for large enterprises and the SMB market.
Mastering Data Automation
Charles Kaplan - VP, Marketing
Brainware Inc.
Session 2.1 - Data Capture Automation
Monday, February 06, 10:40 - 11:30 a.m.
Once relegated to document imaging and archiving, advances in capture technology have created a new class of solutions called intelligent data capture, that enable complete enterprise data automation. These new solutions not only capture data from complex documents, but validate, augment and reconcile it with existing information to ensure that what's being captured is immediately actionable. The result is that for the first time, companies are using intelligent data capture to "master" what has traditionally been labor intensive data entry, correction, and integration.
This session will help you:
- Identify opportunities for data automation in your organization.
- Evaluate and prioritize your potential investments in data automation using a portfolio approach.
- Plan for an communicate the changes to business processes and organizational structures that will increase the velocity of your program.
The session will include specific case examples.
Mastering Mailroom Capture - Achieving Excellence with Item and Document Processing
Jeff Geshay - Business Alliance Manager
OPEX
Session 7.1 - Data Capture Automation
Tuesday, February 07, 10:10 - 11 a.m.
Buzz words such as "Digital Mailroom" mean different things to different people. The definitions are mostly theoretical in that they are incomplete. Some seem to think that what comes out of the mailroom can be digitized, others think that it means digital mailing and receipt of invoices for payment. This session will cover the necessary steps of mail opening, full envelope content scanning, and output to backend systems -in the mailroom with one touch by one person.
Opportunities and Challenges in Distributed Scanning
Joel Mazza - Senior Director, Product Marketing
Kofax
Co-Facilitator TBA
Session 6.1 - Data Capture Automation
Tuesday, February 07, 9:10 - 10 a.m.
Distributed scanning can be accomplished in several ways, each one with its own set of challenges. Learn best practices and review data from real-world implementations for resolving these challenges and using scanning and capture to deliver a measurable ROI to your organization.
Panel: The Biggest Mistakes Organizations Make in Automating Transactions
Charles Kaplan - VP, Marketing
Brainware Inc.
Gordon Sellers
Systemware
David Talarico - SVP, Sales and Marketing
Ephesoft Inc.
Session 4.2 - Data Capture Automation
Monday, February 06, 3 - 3:50 p.m.
This panel will highlight best practices and lessons in automating transactions, and how to overcome roadblocks and pitfalls often encountered by first timers and experts alike. Our panelists have decades of experience and understand the tricks and traps of capture and transaction processing.
Panel: Capture, Documents, and Workflow Optimization in the Enterprise
David Buttgereit - VP and Senior Managing Partner
KeyMark Inc. / The BPM Group
Bob Larrivee - Director
AIIM International
Bob Monio - Channel Sales Director
ReadSoft
Jeff Piper - VP, Professional Services
Spring CM
Alfonso Zubizarreta
Hyland Software Inc.
Session 7.2 - Enterprise Document & Records Management
Tuesday, February 07, 10:10 - 11 a.m.
Getting the best results and return on investment isn't just about better scanning, it is about the "big picture" including downstream document and workflow management. Our panelists are world class experts in ECM, workflow and capture best practices.
Panel: Mastering High-Speed Capture and Document Automation
Jeff Shuey - Director, Business Development
Kodak
Ray Parker - Executive Vice President
ScanOptics
Fred Gorton
ibml
Jeff Geshay - Business Alliance Manager
OPEX Corporation
Don McMahan - Managing Partner
McM Consulting
Session 5.1 - Data Capture Automation
Monday, February 06, 4 - 4:50 p.m.
Many organizations seem to spend millions of dollars on ECM systems but treat capture strategy as an afterthought. By default, department scanning often ends up as a low productivity, ineffective capture solution with unhappy users. This session will explore the best practices and imperatives in creating a centralized center of excellence with "right-sized systems" and a critical mass to assure best value and benefits from capture equipment & software, forms processing, item processing and document electronification.
Panel: Outsourcing - The Bold and the Beautiful
Nancy Darst - President
e:Remitt Payment Processing Solutions LLC
Terry Holash - Chief Operating Offier, Americas
BancTec Inc.
Linda Koehler - President
Direct Data Capture LLC
Lee Schottenfels - Vice President
CPI Data Services
Session 6.3 - Market & Technology Trends
Tuesday, February 07, 9:10 - 10 a.m.
Outsourcing often requires bold decisions which result in beautiful results, but it also can fail to achieve expected outcomes. This panel will provide expert insight and guidance for achieving the best results in evaluating the business case for outsourcing, offshoring, insourcing of capture and related work processes. Our panelists have several decades of combined experience in a variety of industries and situations.
Peaceful Revolution: Capture-Driven Business Transformation
Mike DeFazio - Sales and Implementation Engineer, Advanced Capture
Hyland Software Inc.
Session 6.2 - Enterprise Document and Records Management
Tuesday, February 07, 9:10 - 10 a.m.
You can transform your business without big risks and bigger price tags. This session will focus on how to use imaging and capture solutions to realize greater value and efficiency without making dramatic changes to your existing systems and processes. Imaging and capture are the first steps in gathering the data you need to automate the tasks that prevent your business from focusing on the bigger picture. Once you have control of business-ready data, you can extend the value of your current accounting, ERP and other enterprise software. Learn how capture-enabled solutions work with the systems you're already using to drive ROI, improve visibility, contain costs and increase accountability with minimal impact on employees.
Tips & Tricks - How ECM and BPM Maximizes Your Company's Efficiency
Ryan Turnbull - Account Executive
Perceptive Software
Session 2.2 - Enterprise Document and Records Management
Monday, February 06, 10:40 - 11:30 a.m.
Enterprise Content Management (ECM) and Business Process Management (BPM) is not just for capture and processing documents. Explore ways to extend the benefits of ECM and BPM throughout your entire enterprise. With features such as Workflow, eForms, OCR and Document Output Management, you'll gain insight on how ECM and BPM solutions seamlessly integrate with in-use applications, maximize ROI and optimize business processes in these key areas:
- Accounting
- Human Resources
- Records and Compliance
- Contracts
- Legal
Tips, Tricks, and Traps: Accounts Payable Invoice Automation
Tom Walker - Portfolio Manager, SAP Invoice Management
OpenText
Session 1.1 - Data Capture Automation
Monday, February 06, 9:40 - 10:30 a.m.
Accounts Payable optimization / automation begins with the accumulation of invoice meta data. In the past year, e invoice and vendor networks have shown significant growth yet paper invoices still account for over 80% of all invoices. Economic pressures have lead most corporations to explore all avenues of back office improvements as a method to increase profitability. The digitization and archival of paper invoices has become one of the most significant first steps. Utilization of OCR / IDR to eliminate manual entry into ERPs such as SAP has become a significant second step. Once the invoice meta data has been accumulated, the third step is the system driven business rule problem detection and resolution. In this session learn how archiving and OCR / IDR work together to reduce invoice errors while driving down process cost when combined with a controlled solution.