Capture Conference

November 19 – 21, 2008
Renaissance Vinoy Resort,

St. Petersburg, FL

Conference Sponsors

Everything you need to take your
capture strategy to the next level

See whos was going to the TAWPI Capture Conference!

Download the roster here.


It all starts with Knowledge, Networking & Insight

TAWPI conferences are end-user focused no sales pitches just real-world implementation case studies, insight from industry thought leaders and the opportunity for high level networking with your document capture and management colleagues.

What you come away with is the knowledge to make better business decisions and actionable, proven strategies to make your ideas and
goals a reality

Key Topics:

• Unstructured Documents

• Accounts Payable Automation

• Distributed Capture

• Capture Workflow

• Image & Data Storage

• Indexing & Auto-Classification

• Production Scanning

Keynote Address by Don McMahan

VP Sales & Regional Business Manager, US&C, Eastman Kodak

The Future of Document Imaging: Production Capture in a Changing World

Executive Report Available!

Download here

For more information on managing unstructured documents, download our Executive Report from
the May/June issue of today magazine.

Participants in this conference and
earned ICP renewal credits.


Conference Sponsors

TAWPI is pleased to welcome the following exhibitors:

AnyDoc Software BancTec BizTech Solutions Captaris
Capture Sage Eastman Kodak Fairfax Imaging IBML
J&B Software Infoscore, Inc. KeyMark OPEX
PSIGEN Software

AnyDoc Software, Inc.

Phone: 813-222-0414

Fax: 813-222-0018


AnyDoc Software offers innovative automated document and data capture and classification solutions that have been the industry standard since 1991. AnyDoc provides complete front-end capture solutions, virtually eliminating the need for manual keying, sorting and routing. Unstructured documents, including remittances, checks, invoices and more can be efficiently processed without templates and automated capture workflows can be created to match a company’s existing business processes without complex programming.


AnyDoc Software’s solutions are the preferred choice of thousands of companies worldwide including: Sony Pictures Entertainment, Circuit City, BlueCross BlueShield, the U.S. Census, LeasePlan, Zürcher Kantonalbank and more.


Phone: 1-800-BANCTEC


BancTec helps clients around the world simplify the process of managing their information. Founded in 1972, the company provides a wide range of solutions for automating complex, high-volume and data-intensive business processes for clients in the financial services, healthcare, manufacturing, government, services and utilities industries. BancTec’s offerings include business solutions, business process outsourcing, and infrastructure services. With headquarters in Dallas, BancTec is privately owned and serves clients in 50 countries. For more information on how BancTec can help you optimize information management, visit or call 1-800-BANCTEC.

BizTech Solutions, Inc

Phone: 732-761-2880
Fax: 732-761-3936
Contact: Hal Petschke

BizTech Solutions, Inc. is a Gold Certified Microsoft Partner and “best of breed” systems integrator for Work Process Automation and Web Business Solutions. Our capture solutions combine workflow, content management, information capture, and customer application development to fit your business environment; enabling you to eliminate data entry and streamline work processes across the enterprise. From remittance specifics to general MICR/OCR/ICR/barcode recognition, BizTech Solutions expert business analysts and technical staff succeed in providing solutions that change complex, labor intensive activities into easy-to-use, measurable tasks that reduce overhead and improve corporate compliance. Let BizTech Solutions, Inc. be your trusted integration advisor.

Captaris Document Technologies

Phone: 301-652-9732

Fax: 301-652-7088

Contact:Jim Tauber


Captaris Document Technologies (formerly Océ Document Technologies) is a world leader and competence partner for input management and the optimization of business processes. The company is a global leader in document interpretation and character recognition. For document interpretation, DOKuStar Professional is implemented by nearly all leading OEMS and VARS. For character recognition, RecoStar Professional is the de facto engine of choice in mission critical applications. At the Capture Conference CDT will feature DOKuStar Professional for Classification and Data Extraction of Structured, Semi-structured and Unstructured documents.

Capture Sage LLC

Phone: 717-732-9531

Contact: Dana Showers


Capture Sage is a specialized consultancy that focuses on all aspects of designing, building and maintaining Forms Processing, Data Entry and Image Indexing systems for clients across the country. With decades of experience in house, we believe our solutions are the most cost effective, innovative, and user friendly available from any vendor. Enquire about our new Medical Claims Capture solution that takes claims capture to the next level .


Fairfax Imaging, Inc.

Phone: 877-627-8325

Contact: Rich McLoughlin


Founded in 1994, Fairfax Imaging provides state-of-the-art products and integration services to the remittance processing and forms processing industries. We develop our own award-winning software suite: Quick Modules is a high-end workflow-based forms and remittance processing system suitable for department or enterprise, form and payment processing. Every year, our solutions process billions of dollars in payment items and millions of forms and documents for government and commercial customers. Fairfax Imaging is committed to providing customer friendly, practical, fully integrated and tailored solutions. We developed our organization and our Quick Modules suite from the ground up to make this mission a reality.

Imaging Business Machines, LLC

Phone: 205-314-1814
Fax: 205-314-1833

Contact: Debby Kristofco


IBML is a global provider of intelligent document scanning. Recognized as the industry’s leading innovator, our high-speed, high-volume, high-quality ImageTrac® Scanning Platform with DocNetics® provides paper-to-digital transformation through advanced engineering. Our recently released ImageTrac 3e series incorporates a number of design changes that increase the overall speed, usability, reliability and efficiency with improved ergonomics. Our innovative DynamicTIFF™ imaging solves the problem of poor light and dark image capture and the bigger problem of sluggish workflow. Operators can focus on exceptions instead of checking and rescanning the images. You can expect a significant impact on productivity and workflow.

Infoscore, Inc

Phone: (800)868-0268


Infoscore Inc.

The processabilities are endless!

Infoscore provides image, document, and forms processing depository and archive solutions for 14 vertical markets including banks via ASP hosting and/or end-user installations. The features of the different markets are built into our solution with no need for custom programming thereby offering non-banks lockbox and banks lockbox capabilities (Retail, Wholesale) and non-bank capabilities (WholeTail). Infoscore’s system offers a fully featured product that is kept current with the latest safe technologies including Check21, Web Hosting, Remote Deposits with detail data capturing, intermixed structured and non-structured forms, etc. Software updates are included with our service agreement.

J&B Software, Inc
Phone: 215-641-1500Contact: John Kincadee-mail:

J&B Software provides payment processing, imaging, document management and capture solutions to businesses worldwide. The Company works with over 160 industry leading organizations including regional and money center banks, insurance companies, mutual funds, credit card processors, brokerage, telecom, utilities, government, non-profit and commercial organizations.

J&B Software’s extensive application suite includes solutions for retail/ wholesale lockbox, remote image capture, ARC/Check 21 electronic clearing, intelligent document recognition, healthcare EOB processing, full-page document management, transaction archive and online customer query.

J&B Software is a wholly owned subsidiary of 3i Infotech, LTD., and a winner of the TAWPI Hall of Fame Award for technology innovation and excellence.

Eastman Kodak Company

Phone: 800-944-6171

Fax: 585-722-6445

Contact: Janet Hewitt


Eastman Kodak Company’s Document Imaging business is an industry leader and digital innovator committed to helping companies capture, manage, archive, and deliver business information. Kodak has a complete portfolio of document scanners, reference archive products, and service offerings. Kodak scanners are known for their paper handling and image quality.

The Kodak i780 Scanner is the one to choose for mission-critical, high-volume forms processing across a broad range of applications. No other scanner in its class delivers the same combination of speed, productivity-building features and robust paper handling.

For more information, visit

KeyMark, Inc

Phone: 864-343-0500

Contact: Rita Goldenberg

KeyMark is a data capture, imaging, and document management specialist. We combine cutting-edge technology and innovative minds to create customized solutions to resolve today’s issues and anticipate tomorrow’s. Since 1996, our scalable solutions have helped businesses from various industries measurably increase productivity and reduce costs, with an average return on investment of just 12 months. In addition to providing creative solutions, KeyMark offers unparalleled customer service, support and employee training. KeyMark provides savings and compliance through proven document management technology.

OPEX Corporation

Phone: 856-727-1100

Fax: 856-787-4989

Contact: Kristen Stevens


OPEX Corporation is a recognized global technology leader in high-speed digital mailroom automation and document image capture solutions. Founded in 1973, OPEX systems have provided performance enhancing workflow solutions and cost-effective results to thousands of organizations around the world. OPEX’s innovative workflow solutions serve customers in the Financial Services, Insurance, Healthcare, Government, Non-Profit, Utilities, Telecommunications, Service Bureau, Institutional and Service marketplaces.

OPEX, based in Moorestown, New Jersey, has three divisions; OPEX Incoming and Scanning, OPEX Postal Technologies and OPEX International. They provide a one-stop source for a comprehensive range of incoming & outgoing high-speed mailroom automation and document capture equipment.

PSIGEN Software Inc.

Fax: 949-916-7770

Phone: 949-916-7700

Contact: Russ Hertzberg

PSIGEN helps organizations convert paper content into managed digital assets. Key customers include scanning/records service providers and major corporations in finance, healthcare, manufacturing, and energy. Channel partners include document imaging resellers, MFP dealers, Microsoft solution providers, and document management software vendors.


PSIGEN and Marex Group (makers of FileBound) recently signed a comprehensive agreement to deliver next generation FileBound branded capture using PSIGEN PSI: Capture technology.


New features added to PSI: Capture include capture index configuration using direct reads from popular content management systems, auto-indexing using PDF custom fields and external data files, advanced OCR indexing of semi-structured documents, and more.

Conference Agenda

Download Show Guide

Wednesday, November 19, 2008

4:30 – 4:45pm

TAWPI Annual Business Meeting

Joined with fellow TAWPI members for the annual report to the membership and election of officers and directors for 2009.

4:45 – 6:00pm

Registration & Welcome Reception

Thursday, November 20, 2008

7:30 – 8:15am

Registration and Continental Breakfast
Solutions Overview

Bob Zagami, Databank IMX

Breakfast and a brief overview detailing what products you’d find in the vendor showcase. Bob reviewed each exhibitor and provided you with a glimpse of the product, service or application solution that may be just right for you and your organization.

8:30 – 9:30am

Keynote Address: “The Future of Document Imaging: Production Capture in a Changing World”

Don McMahan, VP Sales and Regional Business Manager, US&C, Eastman Kodak

Information abounds. In our digital age, the challenge for organizations is in capturting, managing, and distilling meaning from information received from a wide variety of sources including email, voice, image and, of course, documentation. Don McMahan provided an exciting look at trends in capture and the growing relevancy for production capture in today’s changing information environment.

Download Presentation

9:30 – 9:45am


9:45 – 10:30am

A Movement Towards Distributed Capture: Drivers and Challenges

Anne Valaitis, Associate Director, InfoTrends

The capture and scanning market has undergone a sea change with new technology products both hardware and software. But what does the future hold for document capture? InfoTrends examined the trends, drivers and challenges for distributed capture both in the front and back office operation.

Download Presentation

10:30 -11:00am

Break and Vendor Showcase

11:00 – 11:45am

Financial Aid: Intelligently Automating Large-Volume Mortgage
Processing at FNF Canada

Craig Laue, Eastern Regional Manager, ABBYY USA

Brent Nyznyk, CTO, FNF Canada

FNF Canada, a division of Fidelity National Financial and one of the largest title company in Canada, found itself deluged with an average of 250, 000 mortgage and lease forms each month – totaling five million pages each year. An outdated manual process of sorting, stapling, categorizing and routing incoming paperwork into processing queues proved time consuming and error prone.

This session explored how FNF Canada was able to integrate ABBYYs intelligent data capture technology into its existing document management system and successfully automate the processing of 19 different form types with 98 percent accuracy while at the same time helping the environment by eliminating the need for two million printed pages and saving $390, 000 annually.

Download presentation

11:45 – 12:00pm


12:00 – 12:30pm

Survey Results: Convergence of Payments & Document Processing
Job Responsibilities

12:30 – 1:30pm


1:30 – 2:15pm

High Volume Document Scanning

Joseph O’Boyle, Executive VP, Diversified Information Technologies, Inc.

Learned how Diversified utilizes high-volume intelligent scanners to process a wide variety of documents. Their ability to recognize, extract and capture data automatically, without manual intervention, allows them to achieve business growth and a competitive edge. Download Presentation

2:15 – 2:30pm


2:30 – 3:15pm

Concurrent Sessions

UnitedHealth Group: Simplification, Automation, Customization

Scott Powell, Director of Operations, United Healthcare,
Ovations Insurance Solutions

Todd Sabath, Director, SourceCorp

Ovations Insurance Solutions, a subsidiary of United Health Group (UHG), is one of the largest companies in the U.S. dedicated to meeting the healthcare needs for people aged 50 and over, and specializes in Medicare, AARP, and Medicaid benefits. In 2002, UHG-Ovations partnered with SOURCECORP to develop a bundled, streamlined solution to support its front-end claims and enrollment processing. They sought to capture increased market share through improved accuracy and rapid enrollment-while at the same time, significantly decreasing costs. Download Presentation

Deploying Records Management & Electronic Mailroom at Utah’s Office of Recovery Services

Les Roberts, State of Utah Dept. of Human Services; Office of Recovery Svc.

Dan Dillingham, VP- Corporate Sales & Marketing, Dataimage

Hear how the State of Utah digitized its paper records and automated the process of capturing and distributing all its mail. Download Presentation

3:15 – 3:45pm

Refreshment Break & Vendor Showcase

3:45 – 4:30pm
Concurrent Sessions

Where’s My File – Moving to an Electronic Depository

Lyndell Elam, VP, Grandbridge Real Estate Capital LLC

Learned how Grandbridge, a mortgage banking company, streamlined their overall servicing operations by combining scanning and electronic storage technology. You heard the obstacles they were faced with going from a “file room” to an electronic depository and how the change in culture impacted the users. Download Presentation

Leveraging Imaging to Improve Operations Efficiency and Information Tracking and Reporting at the Georgia Health Partnership

John Hammack, Senior VP & Managing Director,
ACS Government Healthcare Solutions

At the Georgia Health Partnership, ACS is deploying image and document-enabled solutions to assist with claims, correspondence, payments, and customer calls. Designed to benefit providers and patients alike, the solutions will provide the Georgia Health Partnership with access to web accessible reports within 24 hours; seven-year archival (storge/availability); self-service capabilities for providers; audit tracking of all activity; and integration with the partnership’s existing provider portal. This case study presentation detailed the unique information management needs of Georgia Health Partnership; the process ACS used for designing its image and document-enabled solution; the benefits ACS expects to deliver the partnership and its providers and patients; and next steps. Download Presentation

4:30 – 5:30pm

Networking Reception

Friday, November 21

7:30 – 8:30am

Continental Breakfast and Vendor Showcase

Raffle drawings was held at 8:15am

Breakfast and live demos of imaging and capture solutions.

8:30 – 9:30am

Emerging Trends in Document Capture – Vendor Perspectives of
What’s on the Horizon

Michael Breithaupt, Technical Director, Open Text Coporation,

Hal Petschke, Vice President Business Development, BizTech Solutions Inc.

Sam Schrage, President, AnyDoc Software

Moderator: Mark Brousseau, Brousseau & Associates

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 lively panel discussion explored some of the current trends and emerging developments in automated document and forms processing, You learned 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.

9:30 – 9:45am


9:45 – 10:30am

Utilizing Intelligent Classification and Extraction to Increase Throughput

Phil Stump, DST Systems

The mail centers in the DST enterprise automated their manual processes, increased document processing throughput while reducing operating costs.

10:30 – 11:00am


11:00 – 11:45am

Security & Compliance Issues when Outsourcing

Bob Zagami, Databank IMX

Today, businesses and government face ever-growing information/data protection and recovery challenges as well as new regulations requiring process control and accountability. When outsourcing your document processing, you need a partner that is committed to providing world class security and compliance issues you should consider, how to evaluate outsourcing providers and tips for managing the outsoucing relationship.

Download Presentation

11:45am – 12:00pm


12:15 – 1:15pm

Roundtable Discussion

This interactive session was a great opportunity for practitioners to share real world ideas, strategies and best practices. Our facilitator leads an open discussion on emerging trends – the economy, SharePoint, compliance, outsourcing, and more.