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Attention: Insight 2009 Agenda Now Online
Insight 2009 is a great value. The sessions in each track offer exceptional opportunities to get a refresher on how to get the most out of Fortis, and to learn about new business process improvements. Bring your knowledge home and share it with your colleagues. You will be providing a great service to your organization as well.
Take a look at the agenda (CLICK HERE) and the session descriptions. Create a customized view of the sessions you will be attending using Fortis FormIt. And remember to REGISTER online as well.
Why You Should Attend Insight 2009 in Orlando – October 12-15
This year’s annual conference is going to give you MORE than ever before.
THIS JUST IN … Be one of the first customers to preview the new Fortis Web-based workflow solution. With a great new look and a Web services-based architecture, this thin-client Fortis option makes automating approval processes a snap. Advanced features such as tabbed views, an unlimited number of user-defined actions and automated delegation expedite designing workflow for invoices, expense accounts, time off requests, and other tasks.
In addition, you will have access to the following:
- Document management specialists, including Westbrook’s professional services organization, R&D technologists, and customer support, who will deliver educational sessions.
- Six fellow customers will talk about how they’ve deployed Fortis to better use resources and improve their organizations’ efficiency for a healthier bottom line.
- Certification Tracks for designing and implementing Fortis solutions, and ways to improve document capture and output, as well as improving overall business processes.
- Computer labs with Fortis experts available to demonstrate and answer any questions you might have in order to improve your use of the application.
- Two keynote presentations – one by Ken Schmidt, formerly with Harley-Davidson. Based on his personal experience there, he will tell us how businesses of any size can improve their competitiveness in difficult economic environments. And then Jim Just with IMERGE Consulting, which provides consulting services for business process optimization and enterprise content management, will talk about the changing landscape of information creation and management. Specifically he will go through the new technologies of the day with a glimpse into future breakthroughs that will affect everyday business in ways we may need to understand now.
- Many opportunities to network with peers from other companies.
Use our TEMPLATE to send a formal letter to your manager, outlining the cost and benefits of attending the conference. |
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WESTBROOK NEWS
Westbrook Introduces Fortis 2DCode for Mapping Two-Dimensional Barcode Data into Document Repository
Software option helps organizations eliminate data entry, achieve higher accuracy and improve customer service
Branford, CT – June 12, 2009 – Westbrook® Technologies, developer of Fortis® enterprise content management (ECM) software, today announced the availability of Fortis 2DCode, a software option that easily transfers data stored in two-dimensional (2D) barcodes into the Fortis document repository by using a barcode scanner. This eliminates error-prone manual data entry, increases productivity and improves customer service.
>>Read the press release
>>Download product brochure
First Catholic Slovak Ladies Association Uses Fortis to Securely Back Up Critical Financial Documents
 Fraternal benefit society reduces risk of lost documents and data while improving accuracy in accounting systems
BRANFORD, CT – July 9, 2009 – Westbrook Technologies, developer of Fortis® enterprise content management (ECM) software, today announced that First Catholic Slovak Ladies Association (FCSLA), a fraternal benefit society, has implemented Fortis primarily as a back-up system for their paper documents, including insurance applications and certificates. FCSLA provides licensed financial products to 85,000 members in 46 states.
>>Read the press release
Mayoristas de Partes y Servicios, SA de CV Partners with Westbrook Technologies to Provide Document Management Software throughout Mexico
 Branford, CT – August 18, 2009 – Westbrook™ Technologies, developer of Fortis® enterprise content management (ECM) software, today announced its partnership with Mayoristas de Partes y Servicios, SA de CV (MAPS), a leading distributor of value-added solutions, including hardware, software and professional services, in Mexico. MAPS expertise encompasses information security, storage, and document imaging.
>>Read the press release |
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SOLUTIONS IN ACTION
Prominent Third-Party Administrator Uses Fortis to Create a More Efficient Claims Process
 UMR, a UnitedHealthcare company, is the largest third-party administrator (TPA) in the country. The organization works with more than 150 PPO and PHO networks, including UnitedHealthcare’s national networks. UMR processes more than 40 million claims a year, valued at more than $10 billion. They serve more than 1,260 clients and almost 3 million plan members.
UMR’s Inventory Control Unit (ICU) typically receives 300,000 documents per month from health care providers, insured members, and other organizations. Previously, this mail was sorted manually and paper batches went from the distribution team to staff members based on the claims group for which they were responsible. There was no automated workflow and no easy way to track supporting documents related to a claim as they were received.
>>Click here to link to complete story |
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UPCOMING EVENTS
Westbrook Webinars:
Westbrook Education and Training:
- Schedule
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September |
October |
November |
December |
| QFP* |
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Webinars:
10/26 - 10/29
Classroom:
11/2 - 11/6 |
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| QFA |
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Mon - Fri
9 - 13 |
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| User Education |
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Mon - Tues
9 - 10 |
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| Options |
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Mon - Thurs
16 - 18 |
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| SST |
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Tues - Thurs
15 - 17 |
>>Click here for complete course information
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INDUSTRY INSIGHTS
Realize a Rapid Return on Investment by Eliminating "Edge Content"
Despite the effectiveness of content/document/records management solutions, only five to 10 percent of unstructured files are actually stored in managed repositories. The remainder represents a huge portion of your organization’s knowledge. The few proactive organizations that have tried to apply records management best practices to shared drives find the effort exhausting. Shutting down a shared drive is almost as unachievable a goal as creating the paperless office. Even though the cost of storage continually drops, the cost of managing this information is growing, particularly for IT staff.
>>More
Six Risk Points of an E-Process
More and more companies are looking for ways to design an effective e-process to meet the risks and challenges encountered when using e-signatures, providing e-disclosures and completing the transactions through e-delivery. Locke Lord’s “6-Point e-Process Risk Analysis Framework” helps companies identify and mitigate the risks associated with the e-business process.
>>More |
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