TAWPI’s 6th Annual Capture Conference

Continental Breakfast & Solutions Overview

Ralph Gammon, Editor, Document Imaging Report

Keynote Address:  “The Future of Document Imaging”

Dolores Kruchten, General Manager, Document Imaging, Vice President, Eastman Kodak

Document imaging is not a new idea. Back in the 1990’s, paper-intensive companies in insurance, healthcare, and investment management were among the first to get on board. By taking control of the hundreds of thousands of incoming documents received daily, they got a rapid payback of their million-dollar-plus systems. What is new about document imaging today is scale.

Keynote Address: How Intelligent Capture & Exchange Solutions Can Effect Positive Organizational Change and Automate Business Processes

Andrew Pery, Vice President of Marketing, Kofax

The capture market is experiencing an exciting evolution that is being directly impacted by organizations' changing business needs. This session will offer perspective on how organizations, especially those in transaction-intensive environments, are leveraging intelligent capture & exchange solutions to streamline data processing and automate key business processes. Attendees will learn more about how the right capture solution can open opportunities to improve productivity and enhance customer service, even when working with especially challenging documents such as utility bills or within environments such as procure-to-pay.

Strategies for Outsourcing Document Processing

Jan Trevalyan, President, Direct Data Capture

Bob Zagami, General manager, DataBank IMX

Devang Thakkar, Senior Product Manager, Enterprise Information Capture Solutions, Anacomp

Moderator: Gary Provo, eGistics, Inc.

This session will address the following critical outsourcing issues: how the economics of outsourcing are changing; the risks and benefits of outsourcing and the risks and benefits of continuing to process in-house; onshore vs. offshore; 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.

Mailroom Automation for Customer Service

Ken Hamill, VP Process Improvement, Resurgent Capital

Kevin Ryan, Director of Sales, KeyMark, Inc.

Resurgent Capital manages 275+ collection agencies and a 75+ attorney network across the country. They receive 6 million pages of correspondence annually; 750,000 of which are customer service related. Hear how they automated the mail to decrease correspondence cycle time, increase the efficiency of customer service representatives and reduce FTEs and overtime costs.

How Document Imaging Can Help Organizations Meet Regulatory and Compliance Requirements

Thomas Sill, CISA, VP, IT SOX Coordination Officer Global Services, Inc.

Paul E. Chapman, Capture Practice Manager, BizTech Solutions Inc.

X.L. Global Services, Inc. was able to reduce the effort and man hours required for SOX compliance, globally, by leveraging Imaging and Archiving solutions. The increase in productivity provided by a web-based collaboration tool allowed for documents to be geographically agnostic; a solution which aids greatly with compliance in a global organization. This presentation will review how XL was able to accomplish its goals and present a look to the future of Imaging, Archiving and SOX compliance. By the end of this session participants will have an insight into costs, timeframes, resources and types of tools needed to accomplish this task.

Finding Too Many Needles in the Haystack?

Dieter Klinger, Enterprise Services Division Chief - Department of Technology Services, Montgomery County

Craig Laue, Eastern Regional Manager, ABBYY USA Software, Inc.

Searching for information from paper-based documents has its challenges. Even scanning often requires manual entry of metadata for search & retrieval by key fields. Full text searches return too many false positives.  This session addressed how using automatic metadata harvesting and auto-indexing automates & streamlines data capture and document retrieval processes, without manual intervention.

Trends in Invoice Processing

Ralph Gammon, Editor, Document Imaging Report

Applying document imaging technology to capture and process invoices is nothing new. However, In recent years, the ability to use OCR/ICR technology for automated capture of invoice data, as well as tighter integration with accounting systems has pushed this application to new heights. This session explored some of the current trends and developments in automated invoice processing and discuss how imaging technology can be used to improve your entire cash management strategy.

Socially Responsible Outsourcing

Randy Shannon, Director, Fedcap Office Services

Fedcap was founded by individuals with severe disabilities and has provided outsourcing services since 1935. The organization has pioneered training and employment programs for people with disabilites, welfare recipients, displaced workers and others with disadvantages.

Beyond Claim Processing at Blue Cross Blue Shield of North Carolina

Jay Keough, IBML

Christina Lane, Operations Manager,  Blue Cross Blue Shield of North Carolina

While distributed capture has received considerable press in recent years, there are good reasons why many experienced imaging operations settle on centralized capture. One such case is the expanding shared services capture center at BCBSNC. This center of scanning excellence delivers scanned images to multiple departments using a multi shift, professionally managed operation. While BCBSNC is constantly upgrading their capabilities, this case study focused on scanning automation that reduced document preparation staff, increased process quality and significantly reduced re-scans.

Cocktail Reception

Friday, December 7, 2007

NEW Success Stories in Enterprise Content Management

Bill Premier, Chief Operating Officer, Hyland Software

With the incorporation of robust workflow, application integration, and records management capabilities; today's ECM solutions enable much more than the storage and retrieval of documents.

Unstructured Document Processing Panel Discussion

John Craig, Account Manager, ReadSoft North America

Ken Kriz, Manager of Strategic Alliances, AnyDoc Software

Jerry Metcalf, Sr. Director, Captaris

Andy Lawrence, Product Manager, Eastman Kodak

Moderator: Mark Brousseau, Brousseau & Associates

In a lively conversation, subject-matter experts discussed where things stand and where they are going in the battle to get control over unstructured documents. They drilled down on the topics of: performance benchmarks in unstructured document processing; hype versus reality in product capabilities; reasonable expectations for building a business case; and how compliance and risk management standards are reshaping end-user thinking.

Expanding the Digital Horizon Beyond Basic Capture & Workflow Automation

Neil Snowdon, VP Portfolio Management and Software Development, BancTec

As the complexity of information entering organizations increased over the last decade, management worries have shifted from line of business processing to the challenge of designing enterprise level information centers.  This requires expanding the digital horizon of the enterprise in a way that benefits the entire organization. Integrating image processing and capture, business process management, data entry and document repositories into a 24 x 7 continuously running operation that handles all input feeds (forms, invoices, fax, web forms, email, voice and many others) will be the challenge for all global organizations.  This session aimed at exploring the best practices in building an enterprise information center, options available in the market and the pitfalls to avoid.

Closing Session & Lunch
(conference adjourns at 1:30)

Trends in Enterprise Document Capture and the Emergence of Transactional Content Management

Sean Baird, Sr. Director, Product Management, EMC Corporation

While capture solutions continue to be driven by real business problems, enterprise business requirements are increasingly driving organizations to provide solutions that deliver distributed access, complex document capture and processing, business process management, and enterprise systems integration. This session delivered real-world examples of how organizations are leveraging enterprise capture and transactional-based processing solutions to reduce costs, improve accuracy and speed, and drive growth to the organization's bottom line.