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TAWPI 2008 Main Page	Agenda	Event Sponsors
Registration	Virtual Expo 2008	Exhibiting & Sponsorship

Document & Forms Automation Forum

Monday, August 25

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

Power Session: The Future of Document
& Forms Processing Automation

Rod Hughes, Eastman Kodak Company
Bill Priemer, Chief Operating Officer, Hyland Software
Paul Yantus, Executive VP of Marketing, Captaris

Moderator: Dan Elam, Managing Director, Gimmal Group, Inc.

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.

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

Utilizing Archive and Workflow at Blue Cross Blue Shield of Massachusetts

Michael E. Sundin, BCBS of Massachusetts

Blue Cross Blue Shield of Massachusetts (BCBS) archives 250,000 “Provider Requests for Payment” documents per month. Each 8.5” x 11” document is scanned by BCBS into the archive for indexing, processing and long term archiving. The workflow enables each payment request to be electronically routed within BCBS and tracked during a review and approval process. Learn the benefits they achieved:

Eliminated paper processing at the electronic mailroom capture point
Enabled multiple reviewers access to a single request concurrently
Optimized distributed operator indexing of the documents
Utilization of remote workers to reduce labor costs
Provided secure audit trail
Instant access for provider inquiries during processing and after processing and after payment has been issued.
On-demand, multiyear archive access for inquiry and audit

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

How JohnsonDiversey Created "Touchless Pass" Invoice Processing

Brenda Jackson, Manager Accounts Payable, JohnsonDiversey

Anna Gilewski, AP Supervisor-Project & IT Management, JohnsonDiversey, Inc

JohnsonDiversey, a member of the SC Johnson family of companies, is the world’s second largest industrial institution cleaning product manufacturer. This Fortune 1000 company has 12,000 employees worldwide today, with 4,000 of them in North America. In 2005, JohnsonDiversey implemented intelligent data capture and workflow to help ease the pain of vouchering invoices. This session will show how JohnsonDiversey is now able to:

Provide Treasury with reports that identify down to the penny what will be paid, and, based on the terms, when it’s going to be paid
Accrue for every penny that’s in process at month end
Process over 98,000 invoices from 7,800+ vendors per year without a single template
Know exactly where each invoice is in process from the second it leaves the scanner
Decrease headcount by 50%
Process invoices 2 days

Tuesday, August 26

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

Unstructured Document Panel Discussion

Ken Kriz, Manager of Strategic Alliances, AnyDoc Software
Christopher Riley, VP of Worldwide 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.

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.

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

Critical Buying Decisions for a Capture Solution

Dan Elam, Managing Director, Gimmal Group, Inc.

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.

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

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

Gary Langfitt, COO, Cass Information Systems

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.

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.

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.

Wednesday, August 27

Wednesday, August 27; 8:30 - 9:30am

Document Management Advancements at Hastings Mutual Insurance Company

Travis Possehn, Imaging Systems Administrator, Hastings Mutual Insurance Company
Ed McQuiston, Business Development Manager, 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.

Wednesday, August 27; 9:45 - 10:45am

Automating Records Retention with Document Imaging and Archival

John DeMonica, Senior Vice President, Director of Operations, CompuCredit

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.

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