• Unstructured Documents

• Distributed Capture

• Digital Mailroom

• Image & Data Storage

• Indexing & Auto-Classification

• Regulatory Compliance

Imaging & Forms Processing Agenda

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Concurrent Sessions

Insourcing, Outsourcing and Cosourcing – Selecting the Right Solution for You

Michael Cichy, President, BPSource

The most successful corporations today are those that continually search for new and innovative processes and technologies that will allow them to adapt to the ever-changing business environment. Many companies have expressed a need to improve internal control and productivity but cannot expend the needed resources in IT, line management, executive management, purchasing and production for the extended periods of time needed to roll out in-house solutions. For these companies, a better solution may be to “outsource” or “cosource” certain business functions – providing the opportunity to reduce costs, redeploy key employees and offer a service level exceeding internal operations.

Unstructured Document Processing: A Town Hall Meeting

Joe Wagle, Solutions Business Manager, Hewlett-Packard

Courtney Rand, Marketing & Sales Director - North America, A2iA

David Luzier, Executive Director of Product Management, Brainware

Lois Powell, Director of Capture Solutions, Eastman Kodak

Ken Kriz, Product Manager, Anydoc Software

Moderator: Mark Brousseau

Without a doubt, unstructured document processing is the toughest challenge in optimizing forms processing and information management today. Four prominent subject-matter experts discussed where things stand and where they are going in the battle to get control over unstructured documents.

Emerging Trends in Content Management & Archiving
Whitney Tidmarsh, Vice President of Marketing for Content Management & Archiving, EMC Corporation

The Road to Operational Excellence

Joan Forrer, RN, Master Black Belt, Horizon Blue Cross Blue Shield of NJ

This session discussed Blue Cross Blue Shield’s journey to align process and function. Reduced defects that cause rework, excess process lead time and higher operating costs, reducing workflow variation that cause defects, excess process lead time and higher operating costs, established consistent management standards for transaction-based work, documented and enforcing business rules and workflows, and drive accountability for process performance across the enterprise were discussed.

7:30 – 9:00 am

Sponsored by

Imaging & Forms Processing Networking Breakfast

10:30 – 11:30am

Concurrent Sessions

Streamlining Business Processes with Distributed Capture
Gil Quihuiz, Senior Product Manager, Kofax
Ken Truitt, System Administrator, Randolph Brooks Federal Credit Union

Randolph Brooks Federal Credit Union (RBFCU), one of the top ten credit unions in the United States, is capturing loan related documentation remotely from its branches to better service loan requests centrally. This session shared how they created a bridge between the back office and the front while changing the way they handle documents from batch based to transactional.

Best Practices in the Worst of Times: Using Electronic Content Management for Disaster Preparedness

Jim Brady, Director, Group Health Insurance, Inc.
Patricia O’Donnell, JPMorgan Chase Government Solutions

This session began with an overview of ECM and how it works, and then examined a case study of ECM and the lessons learned.

Concurrent Sessions

Procurement to Implementation at Georgia Department of Revenue

Tim Shields, Georgia Department of Revenue

Dan Minogue, Product Manager, OPEX

This case study presentation explored how the Georgia Department of Revenue went from a paper-based process to an image-based process.

Using IDR on the Desktop

Johannes Schacht, OCE Document Technology & Tyrula LLC

Today capture technology like OCR, ICR and IDR is found in central document processing centers where huge volumes of documents are scanned and processed. On the other hand scanning and dealing with electronic document is more and more common in today’s office work places thanks to the availability of cheap scanning equipment. Capturing becomes pervasive even though a single office worker may be capturing data only for a fraction of his or her working time. For this situation a new kind of capture technology is emerging: semi-automatic data capture. The presentation explained the technology and used cases and application scenarios.

Concurrent Sessions

Case Study: How Universal Forest Products Links Process Workers to Document Management, Imaging and Workflow
Sean Lemon, Imaging Project Coordinator, Universal Forest Products
Ken Burns, Industry Analyst Relations Manager, Hyland Software

The benefits of digitizing and automating paper-driven accounts payable (AP) processes with imaging and workflow solutions are obvious. Nevertheless, AP process workers are often hesitant to embrace new technologies that dramatically change the way they are accustomed to working in a paper-based world. This was presented by Hyland Software, Microsoft and their joint client, a Fortune 1000 and $2.7 billion company, Universal Forest Products whose vision is to link process workers to their document management, imaging and workflow capabilities using a familiar Microsoft user experience. This presentation highlighted how Office SharePoint Server 2007 integrates with transaction-oriented ECM applications can help AP staff more readily adopt document-driven process automation solutions by providing access to them through a familiar Microsoft Office user experience.

Case Study: Leveraging State-of-the-Art Imaging
& Electronic Deposit Technologies
Matthew Considine, Director of Claim Resolution, athenahealth, Inc.
Cezar Wislocki-Wasecki, Program Manager - Remittance Services, athenahealth, Inc.

In 2006, athenahealth, Inc. upgraded its imaging infrastructure and simultaneously launched an in-house lockbox-like service to facilitate client deposits using electronic cash letter technologies. The result was an end-to-end remittance processing operation that yielded improved control over process inputs and offered a highly scalable means to manage volume
growth. In addition, there was an ability to introduce a new revenue-generating line of business linked to the new back office conversion process that became widely accepted and adopted by new clients.

Image Archive and Workflow: The Next Best Thing to Complete e-Document Mortgage Banking

Tom Vogel, VP Loan Originations, OceanFirst Bank

Craig Focardi, Research Director, TowerGroup

Gary Provo, Executive Vice President, eGistics, Inc.

To date, the mortgage industry's migration toward the adoption of complete
e-document mortgage banking has been very slow. To the dismay of operations managers and loan officers alike, paper is still the predominant means with which mortgages are executed, serviced and sold.  But one of the increasingly common strategies for streamlining the origination and servicing of mortgages in the interim is the use of document imaging, which is helping lenders achieve some of the productivity gains and cost savings of e-documents, while enhancing customer service and strengthening regulatory compliance and control. And more mortgage lenders are discovering that the most effective way of leveraging imaging is by combining advanced workflow, business rules engines, and hosted image archive tools.

John Fessler, CEO, HERAE, LLC

Bill Nordmark, Payformance Corporation

Bob Lund, eGistics

Leveraging the converging payments and forms processing framework, healthcare firms and the banks and companies that serve them are trying to automate revenue cycle processes and reduce processing costs in healthcare billing, posting, follow- up and collections. Much of the early attention has been focused on the processing of explanation of benefits (EOBs). The stakes are high: Automating healthcare payments processing may save billions of dollars in annual healthcare costs – from reduced administrative inefficiencies to displaced initial and ongoing IT investments related to payments processing. It’s no a surprise that EOB processing currently is a critical path issue for financial services organizations and healthcare firms alike, with few still sitting on the sidelines. Banks, third-party providers and healthcare companies must either adapt their EOB business processes or risk compromising their bottom line. Our expert panel cut through the hype and provided attendees with an overview of the EOB processing market; a snapshot of emerging forms processing and data recognition technology for EOB documents; new service offerings for automating EOB processing; an idea of the business case for automated EOB processing; and obstacles and opportunities for healthcare firms and service providers.