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Document & Forms Automation Forum

Sponsored by

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Monday, August 25

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Monday, August 25; 1:30 - 2:30pm

Power Session: The Future of Document
& Forms Processing Automation

Sean Baird, Sr. Director, Product Management, EMC Corporation
Don McMahan, Eastman Kodak Company
Bill Priemer, Chief Operating Officer, Hyland Software
Paul Yantus, Executive VP of Marketing, Captaris

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 will explore some of the current trends and emerging developments in automated document and forms processing, 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.

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Monday, August 25; 2:45 - 3:45pm

Transactional Content Management

When faced with a business challenge, you want a complete, targeted solution. This session covers the strategies, tools, and technologies used to capture, manage, store, preserve, and deliver information in support of business processes. Learn global best practices for planning and implementing content management and discover real world solutions and best practices for challenges you face.

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Monday, August 25; 2:45 - 3:45pm

Automated Invoice Processing at Pennsylvania
Power & Light

Denise Baker, Project Manager, Pennsylvania Power & Light
Paul Chapman, CIO, BizTech Solutions

Learn how a major Utility Company (Pennsylvania Power & Light) automated their invoice processing application starting in the magi room. More than 600,000 invoices received in the mail annually are now automatically opened, sorted, OCR performed to determine critical invoice information which is ultimately automatically integrated with PPL’s ERP System. This automation is saving time, resources, and ultimately speeding the payment process for PPL.

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Tuesday, August 26

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Tuesday, August 26; 10:30 - 11:30am

Unstructured Document Panel Discussion

Ken Kriz, Product Manager, AnyDoc Software
Christopher Riley, VP of Sales & Marketing, Artsyl Technologies, Inc.
Neil Snowdon, VP Portfolio Management and Software Development, BancTec
Devang Thakkar, Sr. Product Manager, Enterprise Information Capture
Solutions, Anacomp
Moderator: Mark Brousseau, Brousseau & Associates

In what promises to be a lively conversation, subject-matter experts will discuss where things stand and where they are going in the battle to get control over unstructured documents. We’ll drill down on the topics you want to know: 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.

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Tuesday, August 26; 10:30 - 11:30am

Processing Healthcare Claims Using
Data Capture and EDI

Richard Heilbrunn, Director of Operations, International Medical Group

International Medical Group was able to realize significant time and cost savings by processing paper Healthcare Claim forms (HCFA 1500) using ImageNow’s Data Capture and EDI solution. This presentation details the solution design and the resulting impact on IMG’s bottom line.

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Tuesday, August 26; 1:30 - 2:30pm

Critical Buying Decisions for a Capture Solution

Dan Elam, President & CEO, eVisory Consulting

This presentation will help you get your project begun right by addressing different elements to consider as you sort through what elements of a capture solution are right for you. What types of scanners do you need? How much should you allocate to training? Should you manage the process in house or outsource? For software, is volume pricing right for you? These and other questions will be addressed so, in a year, you’ll be leading a successful capture operation in your company; not shutting the door on a closet-full of unused technology.

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High Speed Scanning and Automated Forms Processing in an A/P Environment

Gary Langfitt, COO, Cass Information Systems
Jim Bunn, Senior Account Executive, IBML

With 18,000 Vendors to pay, implementing a “forms processing” solution would seem unrealistic. The key to success is intelligent integration of appropriate technologies, and the establishment of realistic goals. Gain insights into the deployment of automated mail handling, high speed scanners with on-the-fly document classification, and unstructured document OCR technology in high-volume (40,000 invoices per day) setting.

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Tuesday, August 26; 2:45 - 3:45pm

Empowering Business Efficiencies and Compliance through Document Driven Process Automation

Paul Yantus, Executive VP, Product Development and Marketing, Captaris

With an integrated and unified suite of server capabilities that help improve organizational effectiveness through comprehensive content management and an enterprise search platform, Microsoft Office SharePoint Server 2007 accelerates shared business processes by facilitating information sharing and collaboration. Issues to be covered include converting paper to digital information; eliminating paper bottlenecks while improving accuracy and increasing productivity, and optimizing input and output investments through multiple integration points.

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Tuesday, August 26; 2:45 - 3:45pm

Automating Receivables & Payables Processing:
A True Implementation Story

Bob Stone, Lead Developer, Fastenal Company

Hear from Fastenal Company, a two-billon dollar international organization, as they share the details of how they implemented an automated solution in their financials department. Bob Stone, a Lead Developer at Fastenal, will discuss the obstacles and solutions, including the time-saving AP “explosion”, that allowed them to increase overall productivity by nearly 24% and decrease planned costs.

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Wednesday, August 27

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Wednesday, August 27;  8:30 - 9:30am

Document Management Advancements at Hastings Mutual Insurance Company

Travis Possehn, Hastings Mutual Insurance Company
Jim Wanner, CEO, KeyMark, Inc.

Hastings Mutual Insurance Company strives to fully utilize the benefits of document management technologies within their organization to improve customer service and increase business capacity. They implemented workflow in each of their five main business areas and integrated OnBase, Kofax, and OPEX with their legacy systems. This session will show how Hastings Mutual is continuously maximizing their technology investments to improve their business processes.

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Wednesday, August 27;  9:45 - 10:45am

Automating Records Retention with Document Imaging and Archival

John DeMonica, Senior Vice President, Director of Operations, CompuCredit
Robert Stangl, Senior Vice President, Account Management, eGistic

CompuCredit, a fast-growing credit card lender, uses a hosted solution to get online access to images of customer data and statements. Hear how they increased efficiencies, customer responsiveness and overall productivity.