Beyond Workflow Automation: The Human Quotient

Monday, May 10th; 9:45 - 10:45 AM

Craig Seebach - Director, WFO Operations Practice, Enterprise Solutions

Verint Systems, Inc.

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Overview # 900 - New Session

Document imaging and workflow systems streamline and automate paper processing and document routing, enabling managers to electronically track the volume of work being processed (the demand). However, these solutions do not address the human quotient (the supply side) of the processing equation. This session will illustrate how workforce optimization solutions specifically designed for back-office operations (e.g., AP, claims, account management, ulfillment) can help organizations maximize employee productivity, quality, and performance. Real-life customer success stories will be shared.

CA4IT Streamlines Work Processes Using a Document management System: A Case Study

Tuesday, May 11th; 3:30 - 4:30 PM

Daniel Chalef - CEO

Knowledge Tree

Andrew Wall

CA4IT

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Basic # 905 - New Session

CA4IT, Canada's largest network of chartered accounting firms, focuses on providing bookkeeping, accounting, tax and financial planning services to independent IT contractors. In this session, the presenters discuss lessons learned and best practices and provide helpful hints for those in financial, AR, and AP spaces looking to manage large volumes of documents via a document management system. Learn how CA4IT leveraged a document management system to streamline work processes and increase revenue and margins all while moving toward a paperless office. Attendees will learn:

• How the company overcame its biggest hurdle to implementation: staff acceptance.
• What worked (and what did not) when rolling out the technology.
• How CA4IT customized the solution to meet its specific needs.
• How document management systems can be integrated with other key applications to further streamline operations.
• How CA4IT used the solution's document retention, version control, audit history, and transaction history functions to strengthen compliance efforts.

Monday, May 10th; 9:45 - 10:45 AM

John Craig - Director of Sales

ReadSoft - Business Services

Best Suited for Companies Processing fewer than 250,000 Invoices Annually

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Basic # 910 - New Session

With the competitiveness of today's economy, business professionals are expected to work smarter, not harder. Companies are challenged to increase productivity without increasing costs and to maximize contributions of employees in more value-added processes. But ultimately overwhelmed with too much paper, too few resources, and narrow visibility, companies are struggling to see the light at the end of their processing workflows. Join this discussion to learn how document process automation solutions increase efficiency by distributing documents correctly, allow staff to concentrate on case-handling instead of document sorting, provide access to status reports and audit trials, improve the flow of business-critical information, and support compliance with legislation such as Sarbanes-Oxley. Through demonstrations of document and indexing scenarios at successful companies, you will expand your knowledge on how to improve the flow of business-critical information in a more transparent, efficient, and cost-effective manner. Join the session to learn how you can ultimately increase the efficiency and effectiveness of your document processing.

How Image Workflow Can Boost Profit Margins and Customer Satisfaction with 30% Savings

Thursday, May 13th; 8:45 - 9:45 AM

JD Hicks - President

Imagine Solutions

Charles Anderson - SVP

Bank of Oklahoma Financial

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Intermediate # 915 - New Session

Learn how Bank of Oklahoma deployed image workflow to improve the company's profit equation and is recouping its investment in less than a year. The presentation will describe a unique kind of testing environment and a communications and training plan for creating a safe environment for change and user buy-in for the change. Attendees will be able to:

• Understand how today's ECM-related technology and expertise have made ECM installations vastly easier and more immediately fruitful.
• Translate the results achieved by Bank of Oklahoma into how those same benefits might unfold in their own company.
• Begin prioritizing the areas at their own organization where image and workflow can make the greatest difference.

Implementing a Shared Services Scanning Document Capture Infrastructure

Monday, May 10th; 11:00 AM - 12:00 PM

Chris White - Project Unit Manager

Allstate Insurance Company

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Intermediate # 920 - New Session

In today's difficult economic climate, "shared services" has become a hot topic and an important alternative to traditional processing solutions. Hear how Allstate implemented a shared services infrastructure and better uses its scanning and document capture technology within the organization.

Monday, May 10th; 9:45 - 10:45 AM

Fabrizio Carucci - Assistant Controller, Payment Services

New York University

Joe Massanelli - President & CIO

FLEXTECS, LLC

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Advanced # 925 - New Session

NYU's decision to relocate its controller's division created a need to convert its voluminous paper records, maintained in various storage areas, to a digital format in order to conserve space and mitigate expenses. The resulting historical document imaging project complemented NYU's Green Sustainability Program and facilitated the conservation of the following: 8,925 trees, 3,675,000 gallons of water, 2,152,500 kilowatts of electricity. Fabrizio Carucci, along with representatives from NYU's Document Imaging vendor, will detail the entire process, from the planning of the move of the school's financial records through the implementation and completion of the project. Attendees will gain insight into imaging and workflow processes that will help their company's bottom line while improving its carbon footprint.

Panel: Benchmarks in Enterprise Document Management

Monday, May 10th; 11:00 AM - 12:00 PM

Mark Brousseau - Editor, TAWPI's Today Magazine

Derrick Murphy - EVP Operations, IBML

Mark Smith - Director of Product Planning, OPEX Corporation

Jim Thumma - VP of Sales & Marketing, DocFinity

Jim Wanner - CEO, KeyMark, Inc.

Presentation Style - Interactive Panel Discussion

Field of Study - Business Management & Organization

Advanced # 930 - New Session

This lively panel discussion will explore some of the current trends, benchmarks and emerging developments in enterprise document management. You'll learn how companies are leveraging not only capture technologies but also complete transaction content management solutions to address today's mission-critical applications and position their organizations for future growth.

The Future of Medical Records

Tuesday, May 11th; 11:00 AM - 12:00 PM

Chris Deelsnyder - SVP and Managing Director

Government Healthcare Solutions, ACS

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Advanced # 935 - New Session

This session will explore the barriers and opportunities for the adoption of electronic health records. Learn about electronic health record evaluation, deployment and training that will drive sustained use.

Upgrade Scanning, Increase Productivity

Tuesday, May 11th; 11:00 AM - 12:00 PM

Lisa Coleman

Memorial Hermann Healthcare System

Presentation Style - Traditional PowerPoint

Field of Study - Business Management & Organization

Intermediate # 940 - New Session

By upgrading its document imaging platform, this healthcare provider was able to handle a sudden increase in scanning volumes without hiring additional employees. Hear how the organization implemented a Sovera HIM (health information management) solution in an effort to ensure compliance with HIPAA (Health Insurance Portability and Accountability Act) requirements. At the same time, MHHS also established a centralized scanning department charged with imaging patient documents into Sovera in an effort to establish a complete electronic medical record (EMR) for every patient. In each of these instances, a great deal of attention was also dedicated to how these systems could help increase staff productivity, reduce operating costs, improve patient service, and help provide MHHS with a technical advantage over regional competitors. These familiar compliance and productivity drivers were also central in MHHS' latest technology decision to completely overhaul its centralized scanning infrastructure.