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Westbrook Technologies
edm Insights

Winter 2010

Contents
   
WESTBROOK NEWS
Fortis 2.4.2 and Fortis Webflow now available
Introducing FortisBlue for first-time document management users
   
INSIGHT 2009
A View from Insight 2009
   
SOLUTIONS IN ACTION
Walton County Public Schools
   
TECH TIPS
Delegate Administrative Feature Access to …. You!
Enhance your OCR Experience
   
UPCOMING EVENTS
Webinars
Education and Training
   
INDUSTRY INSIGHTS
8 Reasons to Revisit Your ECM Strategy
Mobile: the Next Step for Content Management

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EDM Insights, December, 2009 © Copyright Westbrook Technologies, Incorporated 2009

Westbrook Technologies
22 Summit Place
Branford, CT 06405
www.westbrooktech.com


WESTBROOK NEWS

Westbrook Adds a Web Services API and Support for Virtual Servers to the Latest Release of its Fortis Document Management Software
Company announces Fortis Webflow, a thin client, Web-based workflow tool built with
Fortis Web Services

Branford, CT – December 14, 2009
Westbrook Technologies today announced the latest version of its flagship product, Fortis 2.4.2. Among
the recent additions to Fortis is a Web Service interface that allows Fortis to
take advantage of Services Oriented Architecture (SOA) methodologies.
Fortis Web Services will enable Westbrook and its partners to more easily integrate Fortis with other application suites, extending the functionality of Fortis and Fortis SE.
Fortis Webflow is an optional Web-
based workflow module that Fortis
users can install to manage workflows that are driven by decisions/actions made by end users.

Fortis Webflow
>>Read the press release >>Fortis Webflow

Westbrook Introduces Web-Based Document Management Software for Entry-Level Customers
Company launches FortisBlue™ at annual conference in Orlando

Branford, CT – October 6, 2009 –  Westbrook Technologies today announced a 100 percent Web-based software for managing an organization’s electronic and paper documents.  It is being introduced and demonstrated to the Company’s resellers at its annual conference, Insight, being held next week in Orlando, FL.  FortisBlue is built on Web Services, the on-ramp to the “cloud,” allowing easy integration with other emerging technologies and applications. 

 >>Read the press release


Insight 2009

A View from Insight 2009

Westbrook’s annual conference was held this October in Orlando at the Loews Portofino Bay Hotel.  By all accounts, the conference and venue were winners.  The conference theme was “You’ve Got What It Takes – Learn How to Use It.”  The sessions were fresh, educational and interesting. 

On Day 1, Westbrook president and CEO, Einar Haukeland, looked back at the year from the perspective of the overall economy, but also at Westbrook’s progress as a company and in product development.   He then introduced keynote speaker Ken Schmidt, formerly with Harley-Davidson.  Ken explained how Harley-Davidson reinvented itself by personally reaching out to motorcyclists, their potential customers. He demonstrated how every company can
do likewise through listening and understanding that most decisions come from the heart, not just the brain. “We need to make our customers feel good about themselves; we choose to lift people up every day, or we don’t.”

Jim Just from Imerge Consulting delivered the opening keynote on Day 2: “The Changing Landscape of Information Creation and Management.”  Jim started with a look back at technological advances over the past 100 years, and then moved into the present state of ECM and such futuristic technologies as Nanotechnology and Open Croquet.

Four of Westbrook’s customers -- Quintiles, excelleRx, Floyd County and Gilmer County Sherriff’s Office – shared how Fortis has improved their business performance.  And Westbrook’s educator, Cali Lang, delivered 10 certification classes over two days.  Twenty-six customers earned the Design and Implementation Certification and 24 customers earned the Options Certification.  
 
Here are excerpts from emails we received from some of the customers who attended Insight 2009.  

I’d like to thank you first off for a great experience while attending Insight 2009.
I was able to gain the two Certifications that were offered which was one of my goals for attending.

I had a great time in Orlando and, as always, learned things I did not know about Fortis. Keynotes were excellent - I especially enjoyed Jim Just's presentation.

It was a great opportunity to meet other customers and attend some very

informative sessions put on by Westbrook.

Cali’s sessions were very informative and I would highly recommend the training to our
   company.

You can see photos and more feedback on our Website at   >>Click here


SOLUTIONS IN ACTION

Walton County Public Schools Ensures Documents are Secure with Westbrook Fortis

Walton County Public Schools
Walton County Public Schools serves nearly 13,000 students in north central Georgia and consists of nine elementary, three middle and two high schools, plus one
alternative school, a performance learning center, and the Walton County Career Academy. In addition to maintaining a high quality of instruction for all students, the Walton County Board of Education has an ongoing mission to integrate technology throughout the schools to improve services to students and parents.

Walton County Public Schools was named a tech-savvy school district by the Center for Digital Education and National School Boards Association for 2007. They placed ninth in the category of school districts serving from 2,501 to 15,000 students. As with most school systems, Walton County faces the challenge of handling an overwhelming amount of paper files and devotes many resources to the management of these files, including space and storage, filing cabinets, and labor and supplies.

 >>Click here to link to complete story


TECH TIPS

Delegate Administrative Feature Access to …. You!
If you are a Fortis user and also acting as the Fortis administrator, you have lots of power, including the power to do some real damage with unintentional mistakes made while logged in with the administrator credentials. To keep those mishaps to a minimum, it is recommended that you log in with user credentials when doing user tasks. This keeps you within the bounds of security (like preventing you from accidentally dragging one Folder into another) and makes sure the Audit Log and system fields accurately reflect the user performing the document task. However, if you’re logged in with user credentials, it’s inconvenient if a user calls and you need to put on your admin hat. Now you need to Change Logon to the admin credentials when you change to the admin station. Don’t you? Nope. Put your User Account into a Fortis Group that might be called System Administrators, or Database Administrators, or just Administrators, and delegate System Admin Features and/or Database Admin Features to that Group. That way, if someone calls and asks you to reset their password while you’re in an Edit Station, you can change to the System Admin station and continue to work under your user credentials. Much simpler!

Enhance your OCR Experience
For any user that is performing OCR, Image Enhancements are a way to help ensure the best OCR results possible. Image Enhancements can be implemented temporarily. This is a great thing! Think about it. You want the image that gets stored into Fortis to look as much like the original document as possible, but several things can interfere with OCR’s ability to produce clean text. Things like lines on the page, or white text on a black background, or text on a dot-shaded area. You want to get rid of those things to help get clean OCR results, but on the other hand, you don’t want to get rid of them because that changes the look of the document. When you invoke OCR (on the Advanced tab of the Scan, Import, Fax-in, Import Data & Documents, or Batch Index dialog boxes, or from the OCR menu in the Document Viewer), either Full Page or Template-based, within the OCR dialog box you have the ability to set Image Enhancement. Any Image Enhancement done from within the OCR operation is temporary. Recommendations for temporary Image Enhancements include Inverse Text, Dot Shading Removal, Horizontal Line Removal, and Vertical Line Removal. Any enhancements done directly on the Advanced tab of the previously mentioned dialog boxes or done from the File menu in the Document Viewer are permanent. Recommendations for permanent enhancements include Deskew, Speck Removal, Horizontal Registration, and Vertical Registration.


UPCOMING EVENTS

Westbrook Webinars:

Westbrook Education and Training:

  • Fortis and FortisBlue Class Schedule 2010
  • Fortis Class Schedule

    January
    February
    March
    April
    QFP*
    Webinars:
    1/5 - 1/8
    Classroom:
    1/11 - 1/15
    Webinars:
    4/6 - 4/9
    Classroom:
    4/12 - 4/16
    QFA
    Mon - Fri
    3/1 - 3/5
    User Education
    Mon - Tues
    3/1 - 3/3
    Options
    SST

     >>Click here for complete Fortis course information

    FortisBlue Class Schedule

    January
    February
    March
    April
    FortisBlue End User
    Mon
    3/8
    FortisBlue Power User
    Mon - Thurs
    3/8 - 3/11
    Certified FortisBlue Administrator (CFBA)
    Mon - Fri
    3/8 - 3/12
    Certified FortisBlue Expert (CFBE)
    Webinars:
    2/2 - 2/5
    Classroom:
    2/8 - 2/12
    Certified FortisBlue Expert (CFBE) Upcert
    Wed - Fri
    1/27 - 1/29
    Wed - Fri
    2/24 - 2/26
    Wed - Fri
    3/24 - 3/26
    Wed - Fri
    4/28 - 4/30

     >>Click here for complete FortisBlue course information  

INDUSTRY INSIGHTS

8 Reasons to Revisit Your ECM Strategy
Enterprise content management (ECM) technology is moving into the mainstream. However, it's the factors impacting enterprise information that are changing so rapidly. "We are at a tipping point," said John Mancini, the president of the AIIM Association. New developments outside the industry are seriously impacting the way we do business... "The piece we don't often realize is that for all the changes that have occurred in computing, we have had the same dynamic in the storage and in the bandwidth area - maybe even more rapidly than in computing," Mancini said.

>>More

Mobile: the Next Step for Content Management
The E-Return

By Dan Elam
Only a few years ago, the idea of mobile content management was a novelty; today, it is mainstream. The basics of the technology, such as smartphones, have been available for a number of years, but the explosion of social networking sites, easy-to-use applications for platforms, like the iPhone and Blackberry, and more mature enterprise content management (ECM) solutions means that all content is more accessible than ever.

>>More