TAWPI - The Association For Work Process Improvement

Question Of The Week
For end-users: what impact will the unfolding credit crisis have on your document automation buying decisions for 2009:
No Impact
Must scale back project plans
Will delay purchases until 2010
Will delay projects indefinitely

Virtual Education

Teleseminars and Webinars are an easy, convenient and low cost way to educate you and/or your staff.

See detailed information about upcoming Teleseminars and Webinars as well as previous seminar recordings which are still available.

Co-Host a TAWPI Webinar!


Upcoming Teleseminars & Webinars


Blast through Bottlenecks: Automated AP and AR Processing
 

Sponsored by:


 
 
Wednesday, November 12, 2008; 1:30 pm eastern time


Process invoices, remittances and checks faster and with greater accuracy at a lower cost per document.  Learn more about efficient automated accounting processes at this live webinar on November 12.


Who should attend:
AP/AR Managers, Disbursement Managers, Controllers, CFOs and COOs or anyone interested in improving their accounting processes
 
REGISTRATION INFORMATION


Confirmation and webinar link will be sent to the email address provided on the registration form.

Register online at:  

<http://www.anydocsoftware.com/accounting> and enter offer code TWP1.


Recent Teleseminars & Webinars


Issues and Opportunities in Utility Payment Processing


 
Sponsored by:


Wednesday, October 1, 2008

 
Tim Vasquez of Omaha Public Power District (OPPD) provided a case study on the difficulties OPPD faced with its old remittance processing system, and how an advanced image-based solution that uses Check 21 helped improve its operations efficiency and reduce the utility’s annual operating costs by 83 percent.  OPPD is one of the largest publicly owned electric utilities in the United States, serving more than 310,000 customers in southeast Nebraska. Additionally, Mark Brousseau, facilitator of TAWPI’s Payment Capture & Clearing Council shared industry data and anecdotes on the challenges utilities and other remittance processors face, and how they are addressing these issues with new technologies and processes. Amanda Hales of Purepay demonstrated Purepay’s image-based software.


The Importance and Benefits of Automating the Mailroom

 

Sponsored by:

This webinar, hosted by KeyMark, Inc., explored how you can automate the entire process from mail receipt to document archival by leveraging technology to:

  • Get mail digitized and into the hands of the business worker in the shortest timeframe possible
  • Efficiently Open, Extract, and Scan mail while minimizing Prepping and Sorting
  • Reduce touch points in the mailroom and throughout the entire business process
  • Decrease overall cycle time and reduce errors
  • Automatically classify and extract data from documents of varying formats
  • Identify exceptions and route these to a knowledge worker
  • Improve data accuracy and integrate with core applications
  • Monitor key performance indicators in real-time
  • Utilize technology that can be used across the enterprise

Document Classification Webinar

Sponsored by:

June 19, 2:00ET

Classification and Data Extraction:
A Complete Solution for Document Processing

Replacing manual processes with automated classification and data capture enables you to solve one of your toughest operational challenges – how to increase document processing efficiency and productivity while reducing costs.  See how automation can eliminate manual document identification, manual sorting and manual data entry.


The Importance and Benefits of Storage and Archiving

Sponsored By:

Thursday, May 29

This webinar, hosted by KeyMark, Inc., summarized the importance and benefits of archiving. Did you know archiving is more than backing up your files? Backup is a way of getting data back to a previous point in time -- recovering data in the event of a disaster.


Tipping Point for Outsourcing of Remittance Processing

Sponsored by:

Wednesday, April 2, 2008

In-house remittance processing has reached a “Tipping Point” where most organizations will achieve lower cost per item through outsourcing than can be realized with in-house operations.   Today organizations are giving stronger consideration to outsourcing their remittance processing function so they can focus on strategic areas within their core business where they can grow sales and margins.  

This webinar, sponsored by First Data, reviewed the current remittance processing landscape including market trends and volumes surrounding consumer payment preferences, check volume trends and ACH growth.  And finally, the rationale for outsourcing and the costs and benefits organizations must consider during their assessment.

The Speaker

Ed Bachelder is the Director of Research at Dove Consulting where he has led more than 229 market research studies on topics ranging from ATM deployment economics to Check 21-based remote deposit capture, check cashing, ACH check conversion, check transportation trends, consumer and business payment preferences, debit card growth, DDA account product design and distribution economics for EFT services and Lockbox Processing.

ICP Credits

Participate in this webinar and earn ICP renewal credits.

 


The Business Case for Check 21/ Electronic Check Presentment in a Lockbox Environment

Tuesday, March 25, 2008

The Speakers

Nancy Gessmann,Vice President, Operations, CDS Global

Katie Serns, TM Product Management, Smart Decision, Wells Fargo

Jay Rosenthal, Director Finance Controls and Practices,

                             Hearst Newspaper Group

Brian Bub, Supervisor Customer Service, Tucson Electric Power

You joined TAWPI for an interactive panel presentation on how companies, non-profit organizations and government entities can build a compelling business case for Check 21/electronic check presentment (ECP) in a lockbox environment.  Panelists detailed how Check 21/ECP delivers benefits in four areas:

  • operational costs, including labor, capital and support;
  • banking fees, such as charges for deposits, returned/uncollected items and general account services;
  • funds availability, including process timing, least-cost routing, and non-local, transit items; and
  • returned item costs.

Presenters also offered lessons learned from moving to Check 21/ECP in the lockbox, and fielded questions from participants who are considering Check 21/ECP.


 Unified AP Processing

Sponsored by:

Wednesday, March 19, 2008

This webinar, hosted by KeyMark, Inc., summarized the benefits for deploying a unified accounts payable processing system. You learned how you can increase productivity and cut costs by capturing, routing and tracking documents including POs, invoices, packing slips, correspondence and checks. The presentation:

  • Defined Unified AP Processing
  • Demonstrated how it fits an automated system today
  • Showed cost justification – How your organization can benefit from Unified AP Automation

With over ten years of experience, KeyMark has successfully implemented multiple AP Automation Solutions. This informative webinar helped you determine the level of automation you need and show you the cost justification for how your organization will benefit from a Unified AP Automation solution. Ample time was allotted for questions from the audience.

 

Overcome the Hurdles Associated with Remittance

Processing

 Sponsored by:

Thursday, March 6, 2008

Any organization receiving check payments deals with the labor-intensive tasks of opening mail, posting payments to their Accounts Receivable system, preparing bank deposits, receiving deposit acknowledgment, and posting entries to their back office cash management application.

                                                                                                                                                                                

Learn about a revolutionary solution for processing Accounts Receivables and remittance transactions: 

  • Electronically depositing your funds and automatically updating your accounting system
  • Storing your invoices and check images securely accessing them online
  • Improving customer service by allowing customers to view their invoices and check images online
  • Lowering administrative processing costs and reducing headcount
  • Eliminating paper at the mail room

During this session, Michael Flores, President and CEO of Bretton Woods, Inc., addressed the latest trends in handling remittance payments based on his 30 years of financial institution experience.  Mr. Flores’s consulting work focuses on the areas of strategic planning, strategic technology planning, payment systems and process improvement and reengineering through enabling technologies.  He highlighted the opportunities that Check 21 presents for all businesses, not just the large ones, and talked about his work with customers who have successfully implemented this end-to-end solution.  

InnoSource revolutionizes remittance processing with its Solutions-as-a-Service DocufreeTM document and business process management system. We provide a unique combination of On-Site, Off-Site and Online solutions that allow you to focus on your core business and eliminate the hassles and costs associated with physical document handling, preparation, imaging, indexing and distribution, process management, and disaster recovery. Regardless of your industry or size of your organization, InnoSource will enable you to streamline processes, eliminate hardware, software and operating expenses, reduce waste, and increase productivity resulting in growth for your business.


 Streamlining Accounts Receivable Processing

Sponsored by:

Tuesday, February 12, 2008

Time:  1:00 – 2:00 pm eastern, 12:00 – 1:00 pm central,

          11:00 – 12:00 pm mountain, 10:00 am – 11:00 pm pacific 

This webinar, hosted by KeyMark, Inc., summarized the benefits for streamlining your accounts receivable process. You learned how to leverage technology to: 

  • Capture and digitize your supporting receivables documents
  • Lift data from documents of varying formats, including: coupons, remits, check stubs, lists and statements
  • Balance detail line item data to check amount
  • Automate posting of receivables transactions to your account system

This informative webinar helped you determine the level of automation you need and show you the cost justification for how your organization will benefit from a streamlined accounts receivable process.

 

Co-Host a TAWPI Webinar!

TAWPI is building on its strong educational programs with virtual seminars that will reach industry professionals right in their workplace. Sponsoring a Webinar with TAWPI is easy, cost-effective and a great way to generate qualified sales leads! We handle the promotion, registration management and back end technical work. You provide the content, the presentation, and the speakers. Contact Jason Glass (jglass@tawpi.org) for more information.

 

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