“Solutions and Strategies for Capture Professionals”
PGA Resort, Palm Beach, Florida; December 6 – 8, 2006
Did you miss the 2006 Capture Conference?
Don’t worry. We recorded the education sessions and have synched the audio with the PowerPoint. These sessions are available on just one CD ROM.
For details and to order your CD, click here
The 2006 Capture Conference explored best practices for managing capture and imaging operations. Two days of informative panels, case studies and interactive discussion provided attendees with a comprehensive perspective of data and document processing – from mail extraction to imaging to final archiving. All events helped attendees learn how to get an immediate return on technology investment; network with users; get ideas, strategies and techniques from expert presentations; and see the latest complementary products and services from solution providers.
The unique, “how-to” program was designed for management and operations professionals responsible for data capture, document management, imaging, fulfillment, claims processing, order processing, service bureau management, and forms processing.
PGA National Resort & Spa
400 Avenue of the Champions
Palm Beach Gardens, FL 33418
Wednesday, December 6, 2006
TAWPI Forms Processing Council Meeting & Reception
The Forms Processing Council is a strategic group of industry practitioners, consultants and technology providers devoted to improving forms-driven processes. The FPC educates its members on the latest issues in forms processing that concern technology adoption, product innovation, best practices and regulatory compliance. Join them for panel discussions on “Benchmarking Scanning Operations” and “Building a Business Case for Automated Data Capture Solutions.” This event included interactive discussions with industry practitioners and a cocktail reception sponsored by Keymark, Inc.
Thursday, December 7, 2006
8:00 – 8:30 am Registration
8:30 – 9:45 am
Keynote Address: “The Future of Information Capture”
Craig Le Clair , Senior Analyst, Forrester Research, Inc.
Information capture — document scanning, quality assurance, and indexing — has gained significant traction within enterprises as advances in optical character recognition/intelligent character recognition (OCR/ICR) technology make it easier to index documents and convert scanned images into full text. As a result, many view document capture as a mature, stagnant technology market. Nothing could be farther from the truth. This session explored the emergence of content-centric applications, the increased complexity of document types, the need to simplify compliance processes, and the need to more intelligently extract information from captured documents present organizations with more decision criteria for document capture solutions. In making capture technology decisions, organizations should seek to enable content-centric applications and look for solutions that are either native to, or tightly integrated with, existing enterprise content management (ECM) systems.
9:45 – 10:00 am Break
10:00 – 11:00 am
Best Practices in Forms Processing and Data Capture:
Analysis of Survey Results
John Mancini, AIIM & Harvey Spencer, Harvey Spencer Associates
Forms processing software innovation has become the driving force behind document capture and, in the process, it is spreading way beyond the traditional forms processing applications. This session reviewed responses received from imaging and capture operations managers to recent surveys conducted by AIIM and TAWPI. This significant research provides a comprehensive assessment of forms processing, data capture and document capture systems, operations and trends. The results helped organizations understand emerging capture issues and identify ‘best practices’ to help industry practitioners prioritize improvement efforts for their own operations.
11:00 – 11:15 am Break
11:15 – 12:15 pm
Compliance and eDiscovery
Robert Blatt, Principal Consultant, Electronic Image Designers, Inc. (EID)
Audit and discovery is the key component of every compliance effort and
the grunt work is in locating and retrieving the supporting evidence and documentation to verify compliance. Auditing organizational information to ensure successful e-discovery lies with evaluating the organizational content management structure and identifying potential issues and challenges prior
to litigation and/or E-discovery requests, not after litigation begins. This session provided in-depth information for organizations who desire to audit/evaluate their current content management systems and identify potential issues/problems with current data archiving. Commonly seen
E-discovery issues and activities were discussed along with information associated with archiving procedures and practices to be evaluated.
12:15 – 1:30 pm Lunch in Exhibit Area
1:30 – 2:30 pm Concurrent Sessions
Next Generation Imaging Beats Data Entry
Artur Vassylyev, Director of Professional Services, ABBYY
Jay Johnson, Director of IT, Trendset
Document imaging has long been the only choice for gaining at least some efficiency when paperwork can’t be eliminated, yet many think of it as a mature technology that offers only incremental improvements. Having cut two days and considerable labor out of its imaging-based processes, the example of Trendset Inc. is typical of the productivity gains companies are realizing with the latest generation of capture software. Attendees heard how they saved thousands of dollars and increased efficiency using an Intelligent Document Recognition (IDR) system to classify and extract data from variable documents.
Process Improvement through AP Automation
Gary Phillips, Cash and ROIC Analysis, Lockheed Martin
Robert Fresneda, President, ReadSoft North America
This session explored how automated invoice processing allows organizations to overcome the bottleneck of getting information from invoices into a target business system or enterprise resource planning (ERP) system. This allows companies to lower costs, speed up invoice processing and obtain better control of incoming invoices. Mr. Fresneda explained how capture software extracts information from the invoice, understands and interprets it, manages and tracks that invoice through your organization, integrates the invoice information with any business system, and interchanges that information electronically.
2:30 – 2:45 pm Refreshment Break in the Exhibit Area
2:45 – 3:45 pm Concurrent Sessions
Image to Archive: Managing the Complete Document Lifecycle
Bryan Gard, Product Marketing Manager, EMC Captiva
Mike Desch, Director of Corporate Services
All documents from the simplest receipt to the lengthiest insurance claim
form need to be processed, made available for easy access and retained
for any period of time. Advancements in capture and content management technologies make it possible to capture and manage all documents in an enterprise, from structured to semi-structured and unstructured documents. This session described how companies can deploy a unified document image archiving platform that enables efficient, accurate capture of documents and images while simultaneously employing a holistic set of retention, storage and security policies and access tools.
Choosing the Right Front-End Capture Solution for your Operation
Stacey Zengel, General Manager, Imaging Solutions, Jack Henry & Assoc.
Dee Raber, Eastern Financial Florida Credit Union
When considering front-end capture solutions, flexibility is key. This session explored the various front-end document imaging capture options and the factors that should be considered before selecting the solution for your business. Attendees heard about the solution in place at Eastern Financial Florida Credit Union and the real-world analysis, decision-making and implementation process that was experienced.
3:45 – 4:00 pm Refreshment Break in the Exhibit Area
4:00 – 5:00 pm
interactive roundtable discussions
User Best Practices – Financial Services
Moderator: Priscilla Emery, e-Nterprise Advisors
Rema Deo, Capital Markets, Credit & Risk, Citicorp
Ron Victor, JPMorgan Chase
User Best Practices – Government
Moderator: Dan Elam, eVisory Consulting
Sylvia Ellis, Virginia Department of Social Services
Jim McNair, Utah State Tax Commission
Boyd Winn, Louisiana Department of Revenue
5:00 – 6:00 pm Cocktail Reception in Exhibit area
Friday, December 8, 2006
8:00 – 8:30 am Continental Breakfast in Exhibit Area
8:30 – 9:20 am
To Outsource or Not to Outsource?
This session addressed the following critical outsourcing issues: the economics of outsourcing; the risks and benefits of outsourcing and the
risks and benefits of continuing to process in-house; what’s the right scope of outsourcing – how comprehensive of a solution do you need; partner selection and the attributes to look for; implementing the outsourcing relationship – what to avoid, what to adopt, what happens to your staff and equipment; and managing the outsourcing relationship.
9:20 – 9:30 am Refreshment Break in Exhibit Area
9:30 – 10:15 am
Data Capture Challenges and Opportunities in the Healthcare Industry
Jay Foster, SVP and Chief Information Officer, WorkingRx, Inc.
Shiek Shah, Chief Technology Officer, Azima Health Services
Gary Provo, Executive Vice President, eGistics, Inc.
Moderator: Mark Brousseau, Brousseau & Associates
The next generation of image and data capture, management and archival tools for healthcare billers is on the table. This interactive panel session detailed the business case for these advanced solutions across two distinct and critical healthcare segments. WorkingRx, the leader in workers compensation claims management, showed how it is deploying these technologies to support claims reconciliation and EOB processing – reducing Day’s Sales Outstanding, improving productivity and enhancing customer service. Azima Health Services, a leader in revenue cycle automation, revealed how it is providing hospitals and hospital-based physician practices with Internet-based document imaging and workflow management to achieve operations efficiencies and improve patient care. And eGistics, the leader in on-demand image and data archival, management and delivery, detailed how the hosted archival model allows healthcare billers to be software, hardware and source (location)-agnostic – connecting, for the first time, all parties in the claim-to-cash process (hospitals, physicians, third-party providers, etc.), regardless of geographic location, payment type, data format, or capture system.
10:15 – 10:30 am Refreshment Break in Exhibit Area
10:30 – 11:30 am
Emerging Trends in Document Capture – Vendor Perspectives of
What’s on the Horizon
Facilitated by Dan Elam, eVisory Consulting
Panelists: Artur Vassylev, ABBYY; Jim Coyle, PaperHost; Neil Snowdon, BancTec; Jim Bunn, IBML
As the capture industry begins to dramatically expand and address more than simple scanning, the opportunities and challenges are harder than ever before. This session included a futuristic look at emerging capture and content management issues and how industry professionals can leverage new opportunities for improving productivity and enhancing customer service. Attendees learned about technologies on the horizon, outsourcing strategies, the role of distributed capture and the convergence of document and transaction processing.
11:30 – 11:45 am Refreshment Break in Exhibit Area
11:45 – 12:30 pm
Closing Session: “Forces Driving Shifts in Imaging Strategy:
Michael Maziarka, Director, InfoTrends, Inc.
This presentation examined the impact of distributed capture on the workplace environment and also looked at the impact of centralized capture as well. This presentation highlighted a couple of case studies that illustrated the advantages of adopting a scanning and capture infrastructure in your organization. While the benefits of capture are compelling, it still requires proactive implementation and management.
12:30 – 1:15 pm Boxed Lunch in Exhibit Area
If you love golf, PGA National is paradise. And with five tournament-ready courses designed by Nicklaus, Palmer, the Fazios and Karl Litten, it’s no mystery why the grounds are home to the PGA of America. Capture Conference attendees golfed beginning at 2:00 pm on December 8. For more information on the resort and the golf course, visit PGA Resort .
- ABBYY USA Software House
- American Document Management
- AnyDoc Software, Inc.
- BizTech Solutions, Inc.
- Comsquared, Inc.
- Eastman Kodak Company
- EMC Captiva
- Imaging Business Machines
- Imitrieve, LLC
- J & B Software
- Keymark, Inc.
- Kofax Image Products
- Notable Solutions, Inc.
- PaperHost.com, Inc.
- Parascript, LLC
- ProfitStars, a Jack Henry Company
- ReadSoft North America
- Scan-Optics, LLC
47221 Fremont Blvd.
Fremont, CA 94538
ABBYY is a leader in data capture and document conversion technologies. Leading products include the award-winning FineReader line of OCR, ICR, OMR, MICR and barcode recognition software. FineReader Engine SDK is a COM-compliant toolkit for integrating ABBYY’s award-winning recognition and data capture technologies into applications, which also offers powerful field-level/zonal recognition functionality. ABBYY Recognition Server offers a server-based recognition and document/PDF conversion solution. FormReader offers efficient and accurate data capture and conversion from paper forms to databases. FlexiCapture is the ideal tool for capturing data from various semi-structured documents, including purchase orders, invoices, checks, EOBs and financial statements.
PO Box 292037
Davie, FL 33329
American Document Management was formed specifically to address the “Paper Pain” faced by today’s small and medium businesses by delivering comprehensive electronic document management solutions. By combining the latest document management technologies with business process analysis and improvement, ADM offers its customers the “best in breed” solutions for the paperless office. ADM is staffed with experts in the fields of project management, business process improvement, system engineering, software development, and hardware configuration uniquely qualifying us to analyze, design and implement a total EDM solution for the enterprise. In-house document capture staff is also available to manage our clients’ outsourcing needs.
One Tampa City Center
201 N. Franklin Street – 8th Floor
AnyDoc Software offers innovative document and data capture solutions that have been the industry standard since 1991. Thousands of companies worldwide rely on AnyDoc solutions to eliminate millions of hours of manual data entry, while improving productivity and data accuracy. AnyDoc Software provides a complete front-end solution for total information capture with OCR for AnyDoc®. Any paper form, remittance, invoice, and document can be automatically processed with full data extraction without the need for manual keying. AnyDoc Software customers include U.S. Airways, Circuit City, BlueCross BlueShield, Guideposts, Yale University, the U.S. Census and more. To learn more, visit www.AnyDocSoftware.com.
BancTec offers a complete range of innovative technologies to capture and manage information across the enterprise. BancTec solutions and technologies simplify data-intensive operations by reducing complexities, obstacles and risks associated with payments processing, document and content processing and IT service management.
As experts in hardware, software and services, we apply our comprehensive experience to provide state-of-the-art business processing solutions – enabling our clients to run their businesses more efficiently or to delegate a part of their business to us to manage. We then deliver outstanding results through measurable performance metrics. By leveraging our more than 30 years of experience and commitment to industry best practices, we offer a proven yet flexible portfolio of solutions.
To see how our solutions have helped other companies, please view our website at www.banctec.com.
BizTech Solutions, Inc. is a Gold Certified Microsoft Partner and “best of breed” systems integrator for Work Process Automation applications. BizTech is an integrator of enterprise products including workflow, document management, document capture, and custom applications development.
In the document capture horizontal market, BizTech Solutions, Inc. deploys industry-leading solutions to match the needs of your organization. From Accounts Payable specifics to general OCR/ICR/Barcode recognition, we help eliminate data entry in numerous processes across the enterprise. BizTech Solutions, Inc. successfully provides solutions that change complex activities into easy-to-accomplish, measurable tasks for improving corporate compliance and guidance.
5125 Peachtree Industrial Blvd
Norcross, GA 30092
Visit Comsquared Systems to see the latest additions to the ImageDirector family of image based capture and process automation products. ActiveRemittance provides both wholesale and retail payment support using its automated exception payment features, billing system interfaces, customer payment profiles, and automated paper based or image deposits. ActiveRemittance is a full-featured, cost effective remittance solution, even for smaller sized organizations. Leverage your MFP investment to capture and classify full page documents using Capture MFP, or your departmental scanner with Capture ST. These cost effective products securely output to the ImageDirector archive, or to other third-party document management products.
343 State Street
Rochester, NY 14650
Eastman Kodak Company’s Document Imaging business is an industry leader and digital innovator committed to helping companies capture, manage, archive, and deliver critical business information. Kodak has a complete portfolio of document scanners, reference archive products, and service offerings. Kodak was one of the first companies to launch a document scanner 16 years ago and also provides reference archive and traditional micrographics equipment. Kodak products are supported by Kodak-delivered service and support.
Accelerate your cash flow and gain a competitive edge with the Kodak i6000 series check scanners and software solutions. When you’re enabling money exchange based on digital imaging, exceptional image quality is a must.
EMC Captiva is the leading global provider of input management solutions used to transform information from paper, fax and electronic sources into business-ready electronic content suitable for processing by content management, enterprise resource planning, customer relationship management and other information management systems. Captiva’s suite of input management solutions meets the needs of organizations large and small and can readily scale from one department to a global enterprise. The comprehensive Captiva input management solution suite includes document capture, forms processing, invoice processing, intelligent document recognition and classification, distributed capture, imaging solutions, applications monitoring and premium services. For more information, visit www.emc.com/captiva.
Imaging Business Machines, LLC (IBML) is a world-wide provider of high-quality document imaging hardware and software.The ImageTrac intelligent document scanners and SoftTrac rules based application software, coupled with professional service expertise; result in highly successful installations and client satisfaction. With the ImageTrac’s unique open track design, IBML provides the highest unassisted throughput rate of any scanner in the industry.
11 Broadway, Suite 568
New York, NY 1004
Imitrieve, LLC, provides ECM services to end users in accordance with best industry practices as articulated by AIIM. Within this framework Imitrieve provides capture/imaging, management, storage, preservation and delivery services and solutions at any stage of an ECM implementation life cycle. Imitrieve’s capture/imaging management staff is industry certified with over 50 years combined experience handling any scale of scanning/imaging/indexing project at very competitive rates to satisfy on site, off site or outsource requirements. Imitrieve offers management, storage and delivery solutions via an ASP service or by integrating vendor products to provide customized ECM implementation solutions.
Faced with a rising tide of payment methods and requirements, financial services companies are turning to new technologies to better manage payments and other transactions through the financial supply chain. J&B Software is a premier provider of enterprise-wide transaction and payment system solutions and integration services for multi-channel processors, and continues to provide market-leading automated payments, transaction processing and management systems to over 165 organizations. Our application suite ranges from industry-leading solutions for remote image capture, ARC and check 21/image exchange, as well as core applications for wholesale and retail lockbox, full-page forms processing, transaction archive, and on-line customer query.
Notable Solutions, Inc. (NSi) is a leading provider of Distributed Content Capture Workflow and Business Automation solutions. NSi’s flagship product, AutoStore, enables users to automate their business processes by capturing paper and electronic documents from a variety of sources (such as MFP’s/Scanners, desktop applications, emails, faxes,…), processing them into usable information (using OCR, Barcode recognition, Forms Recognition,…), and storing the information into business applications.
NSi’s products are adopted by such companies as Canon, HP, Ricoh, Xerox, Kyocera, Sharp and others, and used by numerous industries including legal, healthcare, Education and financial services to reduce costs, increase security and productivity and address compliance.
PaperHost is On-Demand Document Management. Our web-based hosting platform offers an alternative to complex and expensive in-house solutions. Investments in scanners, servers, software, support and maintenance are replaced by unlimited but secure Internet access to your critical documents. The PaperHost model lets you pay as you go. Your overall cost-per-page is lower, and your organization enjoys heightened levels of security and reliability.
PaperHost offers a rich suite of services including scanning, indexing, full text searching, custom web “skins” and workflows. PaperHost can image-enable your existing applications.
Our clients cross multiple market segments including Banking, Finance, Healthcare, Insurance and more.
3 Panasonic Way 7D-8
Secaucus, NJ 07094
Panasonic Digital Document Company offers a wide range of world-class production scanners, including color and binary, from the 25-ppm workgroup scanners to 105-ppm high-production level scanners. With an award-winning product line, Panasonic production scanners are poised to deliver quality images, supporting requirements ranging from knowledge sharing to document storage. Panasonic scanners provide the functionality and reliability needed to increase productivity and meet the various scanning requirements in today’s businesses.
6899 Winchester Circle, Ste. 200
Boulder, CO 80301
Parascript’s intelligent recognition technology converts image-based information on forms and checks into computer – usable data. Banks and financial institutions, business process outsourcing (BPO) companies, government agencies and data processing centers rely on FormXtra® Enterprise for a complete forms processing solution. FormXtra simultaneously processes any type of data from forms including: check boxes, machine print, handprint and cursive writing. Banks and financial institutions employ CheckPlus® to automatically capture the full stream of proof-of-deposit (POD) and remittance data. Parascript solutions process over 250 million documents daily and provide annual cost savings of over $1 billion to companies and government agencies.
10910 West 87th Street
Lenexa, KS 66214
ProfitStars, a division of Jack Henry & Associates (Nasdaq: JKHY), provides best-of-breed solutions that improve the performance of financial institutions of all asset sizes and charters, and diverse corporate entities. These solutions facilitate revenue and growth, risk mitigation and control, and cost control; and complement virtually any core information processing platform. Additional information is available at www.manageforperformance.com or by calling 877-827-7101.
3838 N. Causeway Blvd. Lakeway III, Suite 2620
ReadSoft Document Automation – Freeing you from manually taking care of your business documents so you can concentrate on taking care of your business. We are the global leader in Document Automation, which lowers your costs, speeds up your document processing and gives you better control of your incoming documents. Our software captures information from any document, understands and interprets it, manages and tracks your document flow, integrates it with any business system, and interchanges documents electronically (EDI). ReadSoft DOCUMENTS is integrated with many powerful ERP, document imaging and database applications. Avon, Sony, Lockheed Martin and Porsche have migrated to the powerful world of Document Automation. Contact us at 888-READSOF(T) or visit www.readsoft.com to learn how your organization can too.
Catherine H. Stephenson
Scan-Optics, LLC, with headquarters in Manchester, Connecticut, is recognized internationally as an innovator and solution provider in the information management and imaging business. Scan-Optics’ solutions employ high speed document handling, image capture, ink jet printing, character recognition, multi-pocket document sorting, key-entry, and image storage and retrieval products, as well as software/hardware integration services, and application software development services.
Scan-Optics’ systems and software are marketed worldwide to commercial and government customers directly and through distributors. Scan-Optics also partners with other businesses to offer competitive services that allow them to focus on core competencies, conserve capital and reduce operating expenses through Business Process Outsourcing.
Additional information is available at www.scanoptics.com.
875 Indianhead Drive
WAUSAU is a leader in delivering remittance processing and integrated content management solutions to businesses worldwide. WAUSAU products, services and consulting provide innovative, customer-centric solutions to speed check processing, electronic presentment, ACH payments, transaction processing, distributed capture and enterprise content management. More than 240 customers, including four of six leading national lockbox providers, count on ImageRPS for over 3.5 billion payments and 700 million ARC originations annually.
WAUSAU’s new Remittance Archive solution offers seamless integration with our ImageRPS application and combines specific back office functionality with workflow capabilities to solve the business needs across your entire enterprise.
Visit www.tawpi.org or call 800-99TAWPI for updated program information.