Insight 2009
Westbrook Customer and Partner Conference
>> Solution Track
>> Certification Track
Tuesday October 13
10:00
Getting Started: Customer and Partner breakout sessions
Before the conference really gets rolling, we’ll have this time to meet in breakout sessions to get acquainted with fellow attendees by region, partner and Westbrook representative. This will be an opportunity to share challenges and experiences one-on-one and possibly arrange times to meet later during the conference.
10:30
Fortis in the Future: Enhancements and roadmap
You spoke, we listened: Find out about the latest enhancements to Fortis, including single license usage, and what’s planned for the next release based on user feedback and requests, such as dynamic pick lists.
11:30
Users reveal how they’ve deployed Fortis to better use resources and improve their organization’s efficiency for a healthier bottom line
- The Gilmer County Sherriff’s Office, located in Ellijay, Georgia, uses Fortis to scan case files and share documents with the District Attorney’s Office, to make inmate files searchable and to integrate with their records management system.
- Hospice Pharmacia uses Fortis to improve tracking prescriptions and decrease turnaround time from when an initial request is received to approving, dispensing and shipping the medication.
1:30
Tips and Tricks: How to get more out of Fortis
Learn things you never knew about using Fortis that can help you improve your efficiency and overall productivity for capturing and retrieving documents, plus eliminating duplicate data entry
2:30
Apply best practices in accounting and HR
Learn how leading organizations use document management to improve business processes in accounting and HR, two departments that are important to every operation.
3:30
Work Smarter: Automate workflow and improve business processes (Part 1)
Fortis workflow applies business rules to automatically sequence tasks and provide appropriate prompts and notifications. Learn how to use workflow for retention schedules, set up legal holds and automate purging. Get an overview of using Fortis for escalating document action by setting up email notifications to individuals and group.
Wednesday, October 14
8:30
General Session Keynote: Jim Just, IMERGE
Blogs, wikis, IM – how 2005! Technology continues its rapid advance toward a future that is as unpredictable as it will be inspiring. Jim takes you on a journey through the new technologies of the day with a glimpse into the future breakthroughs that will affect everyday business in the ways unimaginable even 5 years’ ago. Join Jim as he brings the future into the present.
9:30
Ten steps to identify areas for business process improvement
Is your organization getting the most out of staff and technology resources? Learn a simple methodology that anyone can use to find bottlenecks, eliminate unnecessary steps and save time. You’ll develop your ability to analyze business processes and align them with business requirements.
10:30
Users reveal how they’ve deployed Fortis to better use resources and improve their organization’s efficiency for a healthier bottom line
- Floyd County, in Northwest Georgia, is using Fortis to handle disaster recovery and preservation issues, and centralize access to documents used by multiple government departments.
- Quintiles Transnational Corp. Quintiles Global Data Management Group uses Fortis to make more efficient use of global resources and to aid in FDA compliance.
1:30
Integration Workshop: Put data from your line-of-business systems to work.
Learn how Fortis can help you improve collaboration, share data and eliminate duplicate data entry to achieve measurable ROI.
2:30
Work Smarter: Automate workflow and improve business processes (Part 2)
Delve deeper into the workflow process and learn how to use workflow to enforce security policies on a document using metadata fields and picklists.
3:30
Web 2.0 Forms: Deploy dynamic Web-based forms
From employment applications and expense reports to healthcare enrollment and price quotes, forms are vital to every business. Give your organization a more efficient way to capture information and automatically kick off associated business processes for faster response times.
Thursday, October 15
8:30
Thin client applications: Cloud computing, Web services, and SOA
Learn the latest about thin client applications and how cloud computing, Web services and services oriented architecture will impact you and your customers’ business processes.
9:30
Productivity Boosters: Newest Fortis Options
Learn about new Fortis product options including a Web-based workflow engine for document routing and approvals.
10:30
Import and Export – getting information into and out of Fortis with ease
Hear the latest on tools you can use to make document capture and retrieval fast and easy. See how Planet Press, Paradatec, Fortis for eCopy ShareScan, and Fortis for Kofax Capture streamlines importing documents, and to export, see how you can take advantage of Fortis PurgeIt, Fortis DocPack, and Fortis CD Express.
Tuesday October 13
10:30
Solution Design Specialist
Using Human Resources as the jumping off point, the course will cover features, tools and best practices that can help you grow your Fortis solution to other departments and processes in your organization
11:30
Solution Implementation Specialist
Continuing on the HR theme, participants will learn to develop and configure the core elements that can be applied to any solution
1:30
Capture Options Specialist
A review of options that make the indexing process more efficient with tips on configuration and usage
2:30
Process Options Specialist
A review of options that improve business processes including Fortis Inflo and Fortis ImageIt with tips on configuration and usage
3:30
Output Options Specialist
A review at options that make sharing Fortis documents more efficient. Options include Fortis CDexpress, Fortis DocPack and Fortis Query 2XLS with tips on configuration and usage
Wednesday, October 14
9:30
Solution Design Specialist
Using Human Resources as the jumping off point, the course will cover features, tools and best practices that can help you grow your Fortis solution to other departments and processes in your organization
10:30
Solution Implementation Specialist
Continuing on the HR theme, participants will learn to develop and configure the core elements that can be applied to any solution
1:30
Capture Options Specialist
A review of options that make the indexing process more efficient with tips on configuration and usage
2:30
Process Options Specialist
A review of options that improve business processes including Fortis Inflo and Fortis ImageIt with tips on configuration and usage
3:30
Output Options Specialist
A review at options that make sharing Fortis documents more efficient. Options include Fortis CDexpress, Fortis DocPack and Fortis Query 2XLS with tips on configuration and usage