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Key Note: Jim Just, Imerge: Best practices in workflow deployment
Learn from industry veteran Jim Just how to effectively deploy a workflow solution to ensure a smooth implementation and “get it right the first time.” Using practical examples from real-world deployments, Jim will provide useful tips to anyone deploying workflow.
Jim Just, CDIA+ consults on business process automation, workflow implementation and the procurement of appropriate technologies including integrated document management, workflow, enterprise report management and associated products.
Business Track
Fortis 2.4: Latest enhancements and product roadmap
A review of the new features and functionality in Fortis version 2.4 and how you can use them in your organization, as well as a look at what’s ahead for Fortis.
Introducing Fortis Web
Learn more about web-based document management with Fortis Web and the benefits of providing online access to your business documents.
Implementation Strategies: What can go wrong; how can you make it great?
Implementing a software solution in your organization can be a challenge. Learn strategies for avoiding common problems and what you can do to ensure success.
Business continuity strategies using Fortis Disaster Recovery
Ensuring your organization continues to function regardless of a disruptive event, whether a natural disaster, accident or planned action, is vital to your business strategy. Learn how Fortis Disaster Recovery can protect your critical documents and be an important part of your overall business continuity plan.
Filing as a Byproduct of Data Entry: Reducing cost of data capture and data entry
Often, an ECM system may not live up to expectations because of poor system design that requires extensive labor to re-key index values that were already created at the time of data entry. Learn how you can capture index values during initial data entry to save time and reduce costs.
Microsoft SharePoint® and Fortis integration
Discover how you can use the collaborative capabilities of Microsoft SharePoint® and the document management capabilities of your Fortis solution. This session covers how SharePoint users can interact with Fortis documents and how to archive SharePoint documents to Fortis.
Email Management: Compliance, risk and accessibility
Effective compliance initiatives encompass all forms of electronic content within an organization. Explore how Fortis Email Management can help your organization archive and secure emails to address regulatory requirements and storage concerns.
Using Fortis to Rreconcile documents against core AP systems
Typical AP processes are mired in paper and create bottlenecks that slow down productivity. Learn how you can automate processes and integrate Fortis with your existing AP applications to improve business performance and customer service.
Meeting EDM compliancy requirements
Addressing compliance requirements is a concern for most organizations. Gain a greater understanding of the various regulations, including HIPAA, Sarbanes-Oxley, Federal Rules of Civil Procedure and others, and how Fortis can help in your compliance strategies.
Advanced workflow solutions
When organizations implement a document management solution, they improve their business processes. This session will help you evaluate your workflow and detail how implementing additional process changes and technology can bring greater improvements.
Check 21: Understanding electronic check deposits
The Check 21 Act allows paper checks to be turned into digital images. Understand the process changes as a result of the Check 21 Act and see how the Fortis Check 21 solution can help your organization optimally process checks.
Technical Track
Fortis integration techniques using Web Services
This session will focus on the Fortis COM API with SOAP (Simple Object Access Protocol) to create web-service enabled integrations. These applications can go beyond a firewall for customer facing applications, geographically distributed environments and integration techniques for automating line-of-business applications.
Leveraging advanced Fortis tools: LDAP, DEA, Kofax, PlanetPress, eCopy and NSI
Organizations can extend their Fortis solution for increased efficiency and effectiveness through tools offered by Westbrook Technologies along with other vendors. Understand how these tools integrate with Fortis for additional capture, indexing and user management capabilities.
Complex business integrations with EnableIt
Learn how EnableIt can integrate, automate, build and extend application cohesion. Several customer success stories will be discussed in this session.
Fortis 2.4 enhancements
Get an under-the-hood look at the enhancements in Fortis, version 2.4.
Understanding the COM API
The COM API is one tool you can use to integrate business applications with Fortis. Gain a greater understanding of the COM API and learn about the new COM properties and methods, as well as when these methods should be used.
Successful customer development projects using Fortis data services and table structures
Discover how you can leverage the SQL Server database engine tools and services to integrate with Fortis. This session will discuss the Fortis table structure, table additions in Fortis version 2.4 and customer projects using direct SQL calls.
Fortis integration techniques using thin-client computing components (like AJAX and EXT/JS)
Explore future technology trends in thin-client computing. This session discusses zero footprint technologies that allow Fortis to be exposed in a SOA-based architecture.
Fortis in distributed environments: remote capture, retrieval and WAN development
Accessing content from anywhere in the world is important to many global organizations. This session will discuss Fortis in a WAN environment, as well as best practices for leveraging database tools, inherent Fortis capabilities and Fortis add-on solutions to extend your corporate reach.
Professional Services Showcase: Email Management, FormIt
Learn more about two of the many solutions customers can purchase to augment their Fortis investment. This session will explain how these solutions work and how you administer and configure them.
Advanced support tools: AppSight
Westbrook continues to provide the best possible support for our product lines. See how the Support team uses AppSight to resolve issues and how you can use this tool to drastically reduce resolution time.
Certification Sessions
Westbrook Technologies is offering users the opportunity to earn product certification at this year’s conference by attending three workshops in a designated track: Professional Fortis User (PFU) or Professional Fortis Administrator (PFA).
Professional Fortis User (PFU1) Certification: Capture Expert
Capture - Includes demonstrations of capture methods, including scan, import, import data and documents, fax-in, Print-To-MAG and Fortis Office.
Professional Fortis User (PFU2) Certification: Data Entry Expert
Index - Includes demonstrations on templates (all three types), copy to field, and file name properties, as well as discussions on Microsoft Office Properties, Data Entry Assistant and Update Assistant.
Professional Fortis User (PFU3) Certification: Retrieval Expert
Query Development - Includes demonstrations and construction of constant and variable queries, contains and equals operators, multiple Document Type queries and the use of the @SYSTEM_DATE@ variable, as well as Fortis QuickFind.
Professional Fortis Administrator (PFA1) Certification: Database Administration
Database Utilities - Includes demonstrations of the verify and pack full text utilities as regular maintenance tools; repair and full text re-index as recovery tools; append, export, and copy database as database reconfiguration and redistribution tools; move Archive, update Archive Path, move database files, and move document file as server reconfiguration and redistribution tools.
Professional Fortis Administrator (PFA2) Certification: Security Administration
General – Security - Includes discussions on the available levels of security, as well as demonstrations on setting and managing database permissions, both with and without field-level security.
Professional Fortis Administrator (PFA3) Certification: Feature Access Security Administration
Feature Access Security - Includes discussions on the uses of the four levels of Feature Access control, as well as demonstrations on managing Feature Access at each of the four levels.
Customers Presenting
Banner Health
Banner Health is one of the largest nonprofit hospital systems in the country. Based in Phoenix and operating in seven states, Banner Health maintains 22 hospitals and health care facilities.
Fortis is in use in 14 facilities and in accounts payable, human resources, plan administration, patient billing, physician credentialing and staffing and registry.
Reno County, KS
Reno County, located in south central Kansas, is the third largest county in size in the state. The county is divided into 31 townships with Hutchinson as the largest city and county seat.
Nearly 90 employees in Corrections, Health Department, Information Services, Personnel, Planning, Public Works, Purchasing/Maintenance, Clerk, Appraiser, Register of Deeds and Youth Services use Fortis.
United Mortgage & Loan Investment
Since 1978, United Mortgage & Loan Investment has been in the business of servicing and acquiring home equity loans, business loans, sub-performing commercial and residential loans, and non-performing commercial and residential loans. Over the past 15 years, United Mortgage & Loan Investment has purchased and serviced over $1 billion of mortgage, consumer and commercial loans.
Based in Charlotte, NC, United Mortgage’s 150 employees use Fortis throughout the company, including the mailroom, Loan Servicing, Auditing, Legal, Accounting, Recovery, Administration and Collateral Control.
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