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PaperWise Summit 2011 Summit Session Descriptions

Presenter Profiles

Kathie Ryan, J.W. Terrill

Stephen Boals, Psigen

Tara Chartier, Snap-on

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What others have said...

"I thought the Summit was a perfect training situation. It's a great way to find out how we can further our solution and our relationship with PaperWise as a company. I'm really looking forward to Version 7!!!"

Jarad Giddens | Ozark News Distribution, Inc.

Administrator

Minimizing Legal Exposure: Compliance, Retention & Security

PaperWise provides security and retention options that make it easy to comply with industry requirements. This is made possible through functions that allow automatic archiving and/or purging of documents as well as index tags for applicable documents and by selectively defining user roles and responsibilities. This session will cover the importance of e-Discovery and implications of laws such as HIPAA, SAS-70, and Sarbanes Oxley. Gain a clear understanding of the role document management plays on your ability to remain compliant.

PaperWise System Management Best Practices

Get the most out of your system by utilizing the full capability of the PaperWise Management Console. Gain an in-depth understanding of the features and functionality of your system such as Query restrictions. Through Management Console best practices, you will learn how to customize your system security, restrictions, and functionality to maximize control of your PaperWise system.

All About WebWise

The Internet plays a vital role in today’s business world, providing access to information and a means of communication. PaperWise WebWise offers a way to enhance your use of the web through custom integrations, workflows, and access granting capability. Join us as we present elements of WebWise from configuration to set up options; investigate the importance, uses, and customizations of this dynamic tool. Learn how you can utilize WebWise to meet the specific needs of your business. This session is part of the Power User Certification program.

PaperWise System Maintenance Best Practices

Does your server seem slow? Have you encountered SQL issues? This course will cover an array of PaperWise system maintenance topics including what components may slow you down and how to recover disk space. Investigate what you can do to ensure optimal performance of your PaperWise system and maintain stability.

Logical Indexing for Quick Retrieval

Document indexing is a strategic part of managing information electronically that is essential to streamlining operations. During this session, discover how to efficiently store and retrieve information by creating a logical taxonomy that will make searching and finding related documents easier. Gain indexing best practices and tips and tricks on document maintenance as you explore how to build better file cabinets to increase organization.

Migrating to V7 part 1

Discover what it will take to move your current system to Version 7 in this two-part course. A PaperWise Version 7 expert will take you through requirements for moving to 7 and what customers can expect, as well as important information regarding customizations and integrations. In addition, attendees will receive a check-list for creating an upgrade plan and will even have the opportunity to schedule upgrades at the end of the session.

Reports & Guages in V7

For years, PaperWise has successfully enabled departments to process substantial quantities of information on a daily basis. With the enhancements to reports and gauges in Version 7, this information is now quantifiable. Standard workflow reports available in Version 7 display individual user workload from items in the inbox to work completed as well as determine the rate at which various employees are moving. Come and see how version 7 changes the way managers and organizational leaders measure and manager their workforce.

Migrating to Version 7 part 2

Installation and Deployment of V7: Server

This two-part session will define the necessary steps for Version 7 deployment at both a server and client level. From server, system, and workstation requirements to every detail regarding our new deployment model, attendees can expect to leave confident in their ability to move to the next step. We will host a Q&A session towards the end of this course to ensure all questions and concerns are addressed.

Complete Security Overview

How secure is your system? PaperWise makes it easy to meet document retention requirements or remain compliant with industry regulations through settings and customizations that minimize your legal exposure. This session offers a full PaperWise security overview including query restrictions, feature lock-outs, history settings, encryption, and the use of DMZ. Walk away with a security check-list and the tools you need to ensure your system is protected.

Centric Managed Services: Network Best Practices

Many times, network bottlenecks exist without businesses ever having knowledge of them until they encounter a system failure. Identifying those issues can ultimately save your company from downtime or other costly outcomes. Presented by our managed services division, Centric, this session will focus on best practices for improving and maintaining your network. Learn common technical issues businesses encounter and fixes available to restore full functionality.

Business Manager

Minimizing Legal Exposure: Compliance, Retention & Security

All About WebWise

Searching Tricks for the Power User

Increase your efficiency when searching for documents in PaperWise. Increase proficiency with tips and tricks on searching functionality including wild card searches, reusable advanced searches, full-text searching, queues, and saving searches. Gain search strategies and learn about features available such as bookmarks, tabs, and favorites. This session is part of the Power User Certification program.

Sending and Sharing Documents

Do you know all the ways you can share documents? Gain tips and tricks for sending and sharing information through PaperWise like how to burn in annotations and drag and drop functionality. Grant access to information quickly and easily with email functions and applications including WebWise, WebWise Portal View, and PaperWise Connect. This session is part of the Power User Certification program.

The Total PaperWise Solution (Case Study)

Take a look at how one company utilized PaperWise to completely transform their business processes. From billing and barcoding to customer service and network administration, we will survey how one PaperWise customer found numerous solutions to enhance operations. This case study offers a detailed examination of the experience had and provides options for users to take-away and implement at their site. This session is part of the Power User Certification program.

All the Ways to Send Information to PaperWise

You know how to use PaperWise, but do you know all the ways information enters your system? Do you know all of the document types you are able to manage? Receive tips and tricks on methods for sending documents, images, and files into your PaperWise database including settings and other important options. Walk through each method with an expert and increase your PaperWise proficiency. This session is part of the Power User Certification program.

Strategic Departmental Expansion and Change Management

Front end planning can greatly impact the unpredictable nature of the rate at which individuals adopt change when implementing new technologies or processes. Through an analysis approach, we will examine the benefits of expansion, geographical considerations, and specific examples of how some customers have put these concepts into action. Investigate important aspects of upgrading and expanding and cover some guidelines for change management that will impact your ability to gain associate buy-in and execute change most efficiently.

Logical Indexing for Quick Retrieval

Migrating to V7 part 1

Reports & Guages in V7

Taking Your Customer Service to the Next Level

While many companies may offer similar products and services, the differentiator between these businesses boils down to two words – Customer Service. This session will show you have to leverage your PaperWise investment while enhancing the service you can provide. Discover how you can heighten your customer’s experience with service-based technologies that streamline workflows and grant secure, twenty-four hour access to information. This session is part of the Power User Certification program.

Migrating to Version 7 part 2

Accounting Workflows

Experience streamlined processing in your accounting department. From billing and accounts payable to payroll, PaperWise offers solutions that increase efficiency and simplify workflows to process information within minutes rather than days. Gain access to tracking and reports, allow multiple approval points or rules based approval processing, and electronically route documents for final approval clarification, or processing.

Notes, Annotations, Bookmarks, & Email

Expand your understanding of how to quickly and easily perform tasks using electronic documents. This tips and tricks session outlines the many features available for marking up documents, concealing sensitive information, highlighting important sections, applying notes, and utilizing stamps. Learn how to utilize Outlook signatures when emailing from Query and discover the variety of ways email functionality has increased to help you share documents more efficiently. This session is part of the Power User Certification program.

Business Advantages of V7

With any new technology it is important to understand its functionality and the benefits that follow. This session will take a close look at Version 7 discussing the deployment model, Service Oriented Architecture (SOA), simplifications, customizations, and the intuitive nature of the software. Learn what your business can expect and the advantages of our most innovative release.

Installation and Deployment of V7: Client

Centric Managed Services: Network Best Practices

Becoming a Workbench Wiz

PaperWise Workbench is a document assembly tool designed to combine documents, add and subtract pages, and insert new information. Learn the basics of the application as well as practical uses and how the application integrates with Query. Find out how tasks can be simplified with Workbench as we reveal the latest enhancements and changes made to the product. This session is part of the Power User Certification program.

End User

All About WebWise

Sending and Sharing Documents

The Total PaperWise Solution (Case Study)

All the Ways to Send Information to PaperWise

How Will V7 Impact Me?

We are excited to present our latest release, Version 7, to PaperWise end users. Join us as we unveil this intuitive and user-friendly application and find out all there is to gain with this upgrade. Walk through important aspects of how you will use Version 7 including the context sensitive help feature, document assembly, scanning and email functionality, and much more. Gain an understanding of how Version 7 will grant control and empower users at this essential summit session.

Taking Your Customer Service to the Next Level

Notes, Annotations, Bookmarks, & Email

How Can We Help? A PaperWise Community Discussion

Join us for this interactive session where users will have the opportunity to share business problems, give feedback, or ask questions to a panel of the PaperWise team. The panel of session facilitators will be able to make recommendations and suggestions for the issues mentioned. By creating a forum setting various topics can be covered while users have a chance to interact with one another and see how others use PaperWise. This session is part of the Power User Certification program.

Becoming a Workbench Wiz

Scripter Programmer

Scripter Programmer Intro

Attention programming gurus! Join us for two fun-filled days of .NET and Version 7! Learn how to use Visual Studio 2010 to create PaperWise modules and pages that plug into the new Version 7 user interface. In addition, expect to learn how to use our new service-oriented architecture to interact with PaperWise and enhance your systems. Experience the new and powerful PaperWise Deployment Model, which can be used to deploy your brilliant add-ons or to share and receive add-ons from others. This hands-on, interactive track includes 10 sessions over the course of the PaperWise Summit. See agenda for timing details.

Scripter Programmer 1

Scripter Programmer 2

Scripter Programmer 3

Scripter Programmer 4

Scripter Programmer 5

Scripter Programmer 6

Scripter Programmer 7

Scripter Programmer 8

Scripter Programmer 9

General

Hands-On Lab

The Summit Lab will be open for attendees to work one-on-one with a PaperWise expert. Work one-on-one with an engineer or developer, investigate and play on Version 7 or 6.5, and practice what they have learned in other sessions. While some sessions will have lab assignments available for added practice, a handful of sessions will take place in the lab training purposes. In an effort to ensure that everyone has an equal opportunity to utilize the lab, reservations are required. Lab reservations can be made at registration or in the PaperWise onsite office during the Summit.

Hands-On Lab

What's New in 6.5

As regular updates and improvements are made to the Suite of Applications, it’s important to gain education on how you can receive a continuous return on your investment. New releases offer features and functionality that impact your business processes. This session will explore the tools and capabilities of the newest Product Suite that can help you take control of your office documents and automate your departments. Discover how to leverage your PaperWise investment.

PaperWise Connect

Twenty-four hour, on demand access is available through PaperWise Connect, a full service web portal. Discover how you can provide secure document delivery over the web, assist employees with web delivery tools, and improve client retention with enhanced customer service. Observe how this solution can be integrated with other software applications to further enhance business processes.

PaperWise V7 Training

Investigate PaperWise Version 7 with our experts. Gain an understanding of the new product and learn tips and tricks. These classes offer an interactive, first glance at Version 7 followed by Q&A.

Psigen

Once document management has been deployed in your organization to streamline workflow processes and minimize retrieval and storage costs, proper indexing and cataloging of documents becomes essential to maximizing your investment. PSI: Capture is an advanced OCR/ICR and forms recognition tool that can simplify the process of indexing documents. Come and learn how PSIGEN’s innovative recognition software can minimize or eliminate the time it takes to catalog and index incoming documents.

PaperWise SmartForms

PaperWise SmartForms is a new application that uses standard PDF forms to automatically insert and index completed forms into your PaperWise system. With a variety of customizable features, including security with SSL certificates and initialization of workflow processes, SmartForms can accommodate digital signatures and pre-filled information from a corporate database. This class will take an in-depth look at SmartForms to determine how you can benefit by incorporating it into your existing processes.

Hands-On Lab

Billing Process Case Study

Explore the possibilities for billing processes through this case study session. Examine how a PaperWise customer has utilized billing solutions to gain efficiency when performing accounting functions. See how you can manage outstanding approvals with alerts, visual gauges, and auto searching. In addition, our experts will reveal new solutions that make it possible to automate internal invoice approval processes, create reports to manage outstanding and paid invoices, and allow multiple approval points or rules based on processing. This session is part of the Power User Certification program.

Scripting for the Non-Programmer

Just because you are not a programmer does not necessarily mean you are unable to benefit from having scripting knowledge. This session is designed to give every day users insight into fundamental DisplayWise scripting. Learn how to create buttons to open queues in PaperWise or advanced search buttons. Discover how to go through the help file to find go-go-gadget commands and more. If you are a non-technical user, but are interested in the scripting behind PaperWise, this session is for you

Hands-On Lab

Customer Service Case Study

Take a before and after journey in this customer service case study as we reveal how one PaperWise customer was able to completely transform their business. Through a tiered deployment method this customer was able to move from an office operating under mounds of paper to a new building free of physical folders and file cabinets. Join us as we examine the direct effect this transformation had on their ability to heighten the level of service offered to customers. This session is part of the Power User Certification program.

Hands-On Lab

PaperWise Training Possibilities

Training plays a vital role in your organizations ability to successfully utilize your PaperWise solution. PaperWise offers a variety of training options to help ensure your team has the tools needed to effectively operate and complete business tasks within the parameters of your system. This session will examine the effects of continuous training, what options are available, which tools are most effective, and how to develop your own training program. Discover tips for in-house training programs and building your own training for Version 7.