Thank you for making the Westbrook Customer Conference a success!

Thank you to those who joined us for the first annual Westbrook Customer Conference on May 10-11! The conference was a huge success and we have received overwhelming positive feedback from the customers that attended.

Please enjoy the photos taken during the conference. For those who missed the conference, you can see the great time had by all and what you can look forward to next year.

Thank you again for those who participated. We look forward to seeing you at next year’s conference!

       
Westbrook Technologies Announces EnableIt and Planet Options for Fortis SE

Westbrook Technologies is pleased to make available two of our most popular Fortis options to the SE configuration. Fortis SE customers can enjoy the image-enabling capabilities of EnableIt, available in two selections:

EnableIt – designed for traditional image-enabling from any host or Windows-based application. Simply identify the data in your application, press a “hot key” or click a button and Fortis presents the associated documents through the COM API viewer or traditional Fortis client.

Enterprise EnableIt – provides not only the traditional image-enabling capability described above but also allows for data to be passed from a host application to Fortis and vice versa. This powerful configuration boasts a wealth of integration techniques, opportunities and alternatives including: e-mail, Web (http requests), data population, encryption/decryption, VB Script, direct SQL statements… and many more!

Additionally, we are pleased to announce the availability of Fortis SE Planet for Fortis SE and Objectif Lune’s PlanetPress users. With the introduction of Fortis SE Planet, you can store and organize intelligent forms with all of your business documents in one seamless and secure application.

Fortis SE EnableIt and Fortis SE Planet join the other options available for Fortis SE: Fortis SE for eCopy ShareScan, Fortis SE for Kofax Ascent Capture, Audit Trail, QuickFind, Data Entry Assistant and Update Assistant to deliver an all-inclusive document management solution to our customers.

For more information, contact your Westbrook Partner or Westbrook Technologies directly.

Take advantage of reduced pricing for QFA and QFAR classes at Westbrook University!

After such a successful conference, Westbrook is pleased to offer customers who attended the event reduced pricing for Qualified Fortis and File Magic Administrator (QFA) and Qualified Fortis and File Magic Administrator Refresher (QFAR) training courses at Westbrook University. Sign up for either course and bring another member of your company for *half price*!

Qualified Fortis and File Magic Administrator (QFA)
This course begins with a review of the end user functionality and enhancements to the newest release of Fortis and File Magic. The remainder of the course is spent learning administration and maintenance of Fortis/File Magic databases, creating User Accounts and Groups, reviewing the security model and practicing good database and system design techniques. The workstation setup procedure will also be covered in detail. These skills will allow users to incorporate more complex features of Fortis/File Magic into their daily routine to maximize productivity, efficiency and first line support.

Length:
Five days

Audience:
MIS professionals, system administrators, DBAs and support technicians

Recommended:
Advanced Windows operating system skills including understanding of basic Windows networking concepts.

Prerequisite(s):
Basic Windows operating system skills

Sign up today!

Qualified Fortis and File Magic Administrator Refresher (QFAR)
This course is designed for certified QFA individuals that want to update their product knowledge. The Refresher course includes: Fortis/File Magic skills relative to installation, system/database design, new features and troubleshooting. This course provides QFAs with all new product functionality changes including all available product options such as ApproveIt, EnableIt, Fortis Planet, Fortis Sentry, Fortis Ascent and many more.

In addition to learning the functional and structural changes/features to the current Fortis/File Magic suite, upgrade and patch procedures, database design, recovery, and Fortis security implementation will be discussed in detail.

Length:
Two days

Audience:
MIS professionals, system administrators, DBA’s and support technicians

Recommended:
Advanced Windows operating system skills including understanding of basic Windows networking concepts.

Prerequisite(s):
Qualified Fortis & File Magic Administration

Sign up today!

Largest Public Compensation and Benefits Consulting Organization Experiences Dramatic Results with Fortis

With over 70 offices nationwide, Clark Consulting (Clark) provides integrated compensation, benefits and organizational development solutions to over 3,900 U.S. corporations, banks, and healthcare organizations. Clark Consulting is the largest public company of its kind. Clark originally had a microfiche system and then moved to document management software, but it was outdated and did not offer enough features and flexibility. Retrieval and printing were slow, remote retrieval was non-existent and the software did not have electronic import capabilities. Additionally, there was no integration potential with Clark’s proprietary software and the Company grappled with major NASD, SCC, Sarbanes-Oxley and broker/dealer compliancy issues. Westbrook Partner Imaging Path presented Fortis as the solution. Clark was immediately impressed by Fortis’ SQL database structure, electronic importing and remote retrieval capabilities and rich features such as annotations. In addition, the Company saw huge potential with the software’s application and database integration abilities. Annette Braaten and Lisa Bierwagen of Clark spearheaded the implementation of Fortis, and results were immediate. Fortis enabled two departments to go nearly 100% paperless, and Fortis Office has allowed the Company to easily import client emails that were previously stored on individual computers.

Company: Clark Consulting Industry: Compensation and benefits consulting Revenue: $315.6 million Location: 70 offices nationwide Number of employees: More than 900 Number of clients: More than 3,900 Westbrook Partner: Imaging Path Westbrook Technologies’ Software Suites:                    – Fortis                    – Fortis Office Business Metrics Achieved by Fortis: • Two departments are nearly 100% paperless • Receipt of electronic files on CD from insurance carriers instead of four or more boxes of paper • Imaging went from a two-week process to a 20-minute process • Fortis Office allows for easy importing of client emails that were previously stored on individual computers • Data Entry Assistant cuts down indexing time • Better workplace efficiency    .

“We now receive electronic files on CD from our insurance carriers, instead of four or more boxes of paper,” Lisa said. “Imaging went from a two-week process to a 20-minute process and the Data Entry Assistant feature has dramatically cut down indexing time. Additionally, IT has successfully tied our production database to the Fortis database to keep index values updated and synchronized.” Because of the success Clark experienced with Fortis, future plans are already underway to expand the software’s use. Lisa continued, “We plan to utilize barcodes to improve scanning efficiency, implement Power Web for remote retrieval/input and further integrate Fortis with our proprietary software and in other departments. Overall, we see a lifetime of Fortis at Clark Consulting.”

Westbrook in the News!

Westbrook Technologies was recently featured in online stories in such heralded publications as USA Today, Washington Post and Red Herring and online news sources CBSNews.com, Investors.com, SmartMoney.com and CNETNews.com. For the full stories, visit our Press Room at westbrooktech.com!

Westbrook Technologies Appoints Paul Lord President and Chief Executive Officer

The Board of Directors at Westbrook Technologies is pleased to announce that Paul Lord, former Chief Operating Officer and Board member of Westbrook Technologies, has returned to the Company as its new President & Chief Executive Officer, effective immediately. Paul will be assuming the role previously held by Sean Donegan, who has left Westbrook for personal reasons. Having been involved with Westbrook for the last three and a half years in various capacities, Paul will continue to drive

the Company to the next level of potential. Paul will be working with Westbrook’s experienced management team, exceptional customer and partner community, highly innovative next-generation suite of products and strong balance sheet as a solid foundation for his new tenure. He will accelerate the Company’s profitable revenue growth through partner recruitment, customer acquisitions and international expansion, as well as launch our new Service Orientated Architecture applications to the marketplace. Luke Allen, Chairman of Westbrook Technologies, expressed his enthusiasm about Paul’s return and commented, “The Board is pleased that Paul has returned to the Company. He has proved - both at Westbrook Technologies and other companies - that he has the experience of taking businesses through rapid profitable growth and increasing market share.” Feel free to contact your Westbrook Partner, Regional Sales Manager or Paul directly at (800) 949-3453 x822 with questions.