Sessions
Breakout sessions are role-specific, geared towards learning to better utilize PaperWise in your position.
Classes are based on four focused roles: Business Manager,
IT Administrator, Scripter/Programmer, and
End User. Because definitions of roles vary between
organization or industries, we have put together the following role descriptions.
Business Managers make strategic decisions about how PaperWise is used while
managing those who use it; their focus is more managerial than technical. IT
Administrators, on the other hand, oversee the technical details of the PaperWise
system. Duties for this role may include creating users, administering rights,
creating file cabinets, and determining the best upgrade solutions.
Scripter/Programmers have the most technical role with the capability of creating
scripts and integrations for the PaperWise system. Those attending classes in this
track should have some programming experience. Finally, End Users are those who
use PaperWise on a regular basis and would like to expand their competency in
using the system. Although breakout sessions are organized based on intended
audience, attendees are free to pick classes based on area of need; focused roles
are merely to indicate which classes might be better suited for different positions.
Interdisciplinary sessions are also offered.
For class schedule, see Agenda.
| Key |
| Business Manager: |
MGR |
| IT Administrator: |
ADM |
| Scripter/Programmer: |
PRO |
| End User: |
EU |
Business Manager
Automated Capture of Incoming Faxes
When you have high priority messages to send out or receive, having a simple
procedure is extremely useful and time efficient. Using a fax server will
speed up the processing of inbound faxes by receiving them directly into
PaperWise which will then place them in a workflow. Automate the process
of capturing incoming faxes from your fax server. Learn how to integrate
PaperWise with a supported fax server and never lose another fax.
Back to Agenda
The Efficient Office: A Complete Picture
Discover how to leverage your PaperWise investment by exploring the full
capabilities of the PaperWise Product Suite. This session will provide an
overview of how PaperWise can help you take control of your office documents
including email, fax, electronic, and scanned documents. Further your
knowledge by learning ways to integrate with all of your applications and
automate your Customer Service, Accounting, Human Resources, and Processing
departments.
Back to Agenda
Integration and Collaboration: PaperWise, CRM, and SharePoint
Redefine your processes through integrating CRM and/or SharePoint with your
PaperWise solution. The newly redesigned WebWise offers enhanced
functionality with these popular management systems. The simple WebWise
integration allows for quick access to multiple-page documents over the web
without leaving CRM or SharePoint. Learn how you can use WebWise with CRM
and/or SharePoint to increase productivity, manage your centralized documents,
and extend integration to your customers and partners.
Back to Agenda
PaperWise Automation Suite: Making Your Business Processes More Efficient
The PaperWise Automation Suite can efficiently and consistently move documents
through your processing, approvals, and notifications. An adaptable solution
comprised of variables, logic, and decision making based on rules, the Automation
Suite allows workflows to be created like a flow chart, complete with drag-and-drop
capabilities. This session will provide better insight on ways the Automation
Suite can be integrated into your business processes, while focusing on the
Workflow Designer component of the Automation Suite.
Back to Agenda
Remote Access and Your Bottom-Line: The New Webwise
When members of a team are out of the office productivity can be impacted,
which essentially impacts a business’s bottom line. Location of personnel
no longer impacts how much work is accomplished. With WebWise, files are
accessible through an Internet connection, making it possible for members of
your work team to do their job regardless of physical location. Explore the
possible benefits and effects of utilizing WebWise in your business processes
as a PaperWise expert walks you through scenarios using a configurable or out of
the box solution.
Back to Agenda
Scanning Methodology and Your Business Processes
Efficiency can be found in different ways for different companies. One way
to gain efficiency is through scanning. Explore the advantages of all common
scanning methodologies. Mix and match these methods according to what best
suit the needs of your business. Learn how to select the correct method for
your business and how PaperWise can give support. Expect to review available
reports, measurement tools, and recovery methods associated with various techniques.
Back to Agenda
Simplifying Compliance Issues while Minimizing Legal Exposure
PaperWise makes it easy to meet document retention requirements through
functions that allow automatic archiving and/or purging of documents.
Learn how to simplify HIPAA compliance using PaperWise index tags for
applicable documents and by selectively defining user roles and
responsibilities. Understand how archive jobs decrease discoverability
by ensuring that qualifying documents are purged on a daily basis.
Painless to create and manage, these jobs expedite daily processes while
minimizing legal exposure.
Back to Agenda
Strategic Planning for the Insurance Industry
The power of PaperWise is its flexibility. The system empowers agencies
with a multitude of options for addressing any need that arises. However,
with so many possible ways to solve a problem it is no surprise that, in some
cases, the options selected are less than optimal for promoting agency efficiency.
Gains in efficiency do not come solely from having the proper tools; strategic
planning is essential. In this session, Insurance Industry Consultant Todd Arnold
will discuss such issues as deciding what data is important enough to index and
what isn’t, what is the most effective place to index items to, the pros and cons
of adding more index fields, document security strategies, and file cabinet
organization.
Back to Agenda
Workflow: Best Practices for Insurance
Take a new look at your current Insurance practices as you learn workflow
recommendations from industry expert Todd Arnold. Walk through a variety of
workflow possibilities and discover how to implement the PaperWise Suite into
your daily processes.
Back to Agenda
IT Administrator
Any Time, Any Place: Remote Access with WebWise
Sometimes being in the office just isn’t possible, but businesses can’t
afford to lose productivity. With PaperWise WebWise, remote access is
granted, making company data accessible through an Internet connection.
Working on the road or from home is now made simple. During this session,
learn what will be required and considered during the set up and installation
of WebWise as this out of the box solution is explored. Information such as
installation steps, how to maintain the application, how to secure your data,
and other important considerations like speed and branding will be covered.
Back to Agenda
An Essential Combination: Scanner Stations and Business Processes
Picking the right scanner to best suit your business needs is not an easy
task. With so many options available this undertaking can be time consuming
and difficult. Discover different features and functionality of scanners and
how scanner speed, daily volume, color, simplex/duplex capabilities can impact
your business processes. A PaperWise expert will discuss how scanners have
changed over the years and will provide questions and possibilities for businesses
to consider while choosing the scanner that will best benefit their company.
Back to Agenda
Expect the Unexpected: Disaster Recovery Strategies
Natural disasters, fires, and floods occur without warning. Learn how
PaperWise can help you prepare for the unexpected. Advanced back-up options
are available, making it possible to recover any lost information in hours.
Whether you are looking to learn how to set up your own back up and disaster
recovery or you are interested in participating in a third party relationship,
this class is designed to show you what to look for and what your options are.
Back to Agenda
Internally Expanding PaperWise: Cross Departmental Deployment
When a decision is made to implement change across departments, the process
can easily become burdensome and timely. As businesses make the decision to
deploy PaperWise in other areas, these worries can be alleviated with the
proper training. This session will provide different options for
Administrators to use in order to automate the installation and configuration
of PaperWise on new workstations. The larger the department and more workstations
needed to be set up, the more valuable this course will be to attendees. Learn how you can experience transition with ease.
Back to Agenda
Maintenance Plans to Ensure Peak Performance
PaperWise continually enhances and extends product capabilities. AssuranceWise,
your maintenance and support program, both funds and entitles you to continual
upgrades. With two to three releases per year, you can choose to upgrade your
server or extend upgrades to all of your workstations. Discover the best upgrade
solution for your business needs in order to take full advantage of optimal
functionality in the PaperWise Suite.
Back to Agenda
Managing and Maintaining Your Connexion Integration
Successfully integrating PaperWise with your agency manager does not have to be
an intimidating process. This session will equip you with the tools to manage and
maintain your Connexion integration and keep your business running efficiently.
Discover what the Connexion Integration is, the components that make up the
integration, and how it is configured. Establish what the customization options
are, which hotkeys to use, and what happens when there is an Applied upgrade.
Learn about supported screens, field mapping, and DisplayWise Applied Manager.
This session will guide you through your integration before and after you deploy.
Back to Agenda
Streamlining User Administration
Discover the optimum usability of PaperWise by learning how to manage users.
Creating users and user groups allows for streamlined security as well as custom
usability. Also learn about the new PaperWise integration with Active Directory.
This new functionality offers administrators greater efficiency when managing user
names and passwords in an Active Directory environment.
Back to Agenda
Tuning Microsoft SQL Server for Optimal Performance
Routine maintenance is required for your SQL Server to run properly, ensuring
that your PaperWise Suite runs at peak efficiency. There are several maintenance
options available. Learn how to gain optimum performance from your system through
examining technical cleanup, log maintenance, truncating and deleting overwhelming
log files, and strategically creating indexes.
Back to Agenda
Scripter / Programmer
Automation without Scripting
Rather than creating workflows using scripting language, the Automation Suite
allows workflows to be created like a flow chart, complete with drag-and-drop
capabilities. With variables, logic, and decision making based on rules, the
Automation Suite creates a more adaptable solution than the static nature of
writing code. Learn how to use the components of the Automation Suite including
a review of Workflow Designer, Form Designer, and Workflow Inbox. Apply them to
processing, approval, and notifications.
Back to Agenda
PaperWise Integrations Using the Internet Explorer Toolbar
Screen-scraping capabilities are now available for web-based applications
through the Internet Explorer Toolbar. Integrate custom buttons that
automate searching, indexing, and a variety of other functions necessary
to integrate with PaperWise. Learn what this powerful tool was designed
to do and how to deploy it. Walk-through basic examples of how the Internet
Explorer Toolbar works and how to program an integration into a web-based
application.
Back to Agenda
SDK Overview
The PaperWise SDK (Software Development Kit) is the starting point for
understanding scripting and custom development with PaperWise. The first of
two introductory scripting classes, this session introduces the tools that
allow you to begin scripting customizations for the PaperWise system.
Note: The two introductory scripting sessions, SDK Overview and Introduction
to the PaperWise Scripting Language, are required to fully understand other
scripting sessions.
Back to Agenda
Introduction to the PaperWise Scripting Language
This is the second introductory scripting class. It provides an initial
look at using the PaperWise Scripting Language to automate common tasks
in the PaperWise Suite. Be introduced to several common commands in the
language as well as learn where to find documentation and additional
information. Examples of some of the tasks that can be automated include
searching, indexing, routing of documents and startup scripts.
Note: The two introductory scripting sessions, SDK Overview and Introduction
to the PaperWise Scripting Language, are required to fully understand other
scripting sessions.
Back to Agenda
Using SDK Tools to Access & Update PaperWise Data
Understand how to use the commands available through the PaperWise Software
Developer Kit to open a connection to the PaperWise database, retrieve
documents, and update indexing information from your custom script or
application. Using the skills learned will enable you to retrieve an
image from the PaperWise system, write it to file, and update a field value.
Note: Advanced Scripting Session. SDK Overview & Introduction to the
PaperWise Scripting Language or compatible knowledge are required for
understanding this session.
Back to Agenda
Integrating Document Management into Existing Business Applications
Learn to control core PaperWise applications from third party software using
a variety of scripting and programming languages. For example, initiate a
search in Query from a third party application and automatically generate
an email containing that document.
Note: Advanced Scripting Session. SDK Overview & Introduction to the
PaperWise Scripting Language or compatible knowledge are required for
understanding this session.
Back to Agenda
Extend PaperWise Functionality with Plug-ins
In this session, learn the basics of expanding the core PaperWise application
using your own custom plug-ins and the PaperWise Event Scripting Model.
For example, expand the functionality of ImageWise to make your barcode processing
more powerful or validate index field values in Query against a third party database.
Note: Advanced Scripting Session. SDK Overview & Introduction to the PaperWise
Scripting Language or compatible knowledge are required for understanding
this session.
Back to Agenda
Programming with PaperWise and the .NET framework
Learn the basics of using Microsoft’s newest programming environment, .NET,
to work with the PaperWise SDK. This session also provides exposure to the
integration possibilities available using the new Automation Suite and future
PaperWise applications.
Note: Advanced Scripting Session. SDK Overview & Introduction to the PaperWise
Scripting Language or compatible knowledge are required for understanding this
session.
Back to Agenda
End User
Advanced Search Functions in Query
Learn to find even the most elusive documents through advanced searching in
Query. Complex searches can be configured to search for more than one value
in a search field using “or” options. Documents can also be searched for
within a designated date range. These options and more will be discussed,
enabling users to quickly find any document.
Back to Agenda
An Electronic Solution: Annotations, Notes, and Bookmarks
Expedite daily processes through understanding how to quickly and easily
perform all of your document needs electronically. This session outlines
the many features available for marking up documents, concealing sensitive
information, highlighting important sections, applying notes, and utilizing
stamps. Learn ways to enhance efficiency by bookmarking large documents,
allowing instant access to defined sections.
Back to Agenda
Efficiency Tools:
Document Versioning, Tabbed Interface, and PaperWise Explorer
Added functionality to your document management solution allows your business
to run even more efficiently. These tools can help increase productivity and
save time. Revisions to Query have made it possible for users to create multiple
tabs or windows for handling separate searches. Document Versioning allows
check-out for revision and, because Microsoft Office integrates with PaperWise,
check-in of revised documents. The program maintains history through all
iterations so users can review, store, archive, and send versions. Find out more
about all the functions of these features from a PaperWise expert.
Back to Agenda
Practical Functions of Workbench
PaperWise Workbench is a document assembly tool designed to combine documents,
add and subtract pages, and add new information. The form-fill function of this
application helps increase efficiency by enabling you to continuously insert
information in a designated location on a form; this function is specifically
helpful when the same form is used repeatedly for a business process. Find out
how tasks can be simplified through fully utilizing the Workbench application.
Back to Agenda
Utilizing PaperWise in Accounting
Once PaperWise has been implemented to automate your primary business office
processes, you may wonder where else you can leverage your investment. An
area of business saturated by paper is accounting or accounts payable. These
departments could benefit from your current document management solution.
Explore the possibilities for PaperWise and accounting at this session.
Discover how to use existing PaperWise software to increase efficiency and
take your accounting process paperless.
Back to Agenda
Interdisciplinary Sessions
Business Manager / IT Administrator
Confidentiality: Using PaperWise Security to Control Document Access
Experience the convenience of storing all your documents in the same location
without sacrificing security. PaperWise allows documents to be securely filed,
making certain that only the right eyes will see certain documents. Ensure
efficient processes by learning how to provide user access based on file cabinet,
index criteria, document type, or document ID.
Back to Agenda
Initiating Workflow Process from Web Forms:
An Employee Recruitment Case Study
Organized processes are essential for employee recruiters to uncover the best
talent. Such processes allow for increased efficiency in both hiring and training
new employees. Rather than hunting for paperwork, recruiters can focus on scouting
talent. Whether dealing with a shortage of qualified applicants, competitor
recruiting, or all of the above, the new PaperWise Automation Suite can help.
Learn how to automate administrative processes so Human Resources can focus on
finding and maintaining the best additions for your team.
Back to Agenda
Report Management through Automation
Imagine permanent report archives with instant access to any data.
Expensive and labor intensive report printing can be eliminated. If you
are printing multiple copies of the same reports or only using the report to
look at the bottom line, learn how you can gain efficiency using a better
process. Find out how you can publish reports from all of your individual
systems into PaperWise. Allow immediate and controlled access to any report
to users without printing or distribution costs.
Back to Agenda
Scaling the Email Mountain: Exchange Integration
Exchange integration, or PaperWise Mail Service, can potentially
re-orchestrate current business processes. PaperWise Mail Service monitors
incoming emails, filtering what is delivered to the inbox base upon criteria
such as sender, recipient, subject line, and key words in the subject or body
of the email. Selected emails are then automatically pulled from MS Outlook
and placed into PaperWise. Exchange integration can also be used to delete,
copy, and forward emails. Learn how to configure and implement these useful
functions and simplify email storage and retention.
Back to Agenda
Business Manager / End User
Processing Certificates of Insurance on the Web
Sometimes there isn’t enough time to wait for a lengthy process to occur.
With the help of PaperWise’s remote accessibility, insurance providers can
help their customers attain real-time certificates. Created in your agency’s
management system, then attached and indexed to the local PaperWise system,
the certificates can be sent via Internet to WebWise. With all of the indexing
necessary for the client to access current and historical certificates as needed,
this process is sure to increase productivity and efficiency for the customer and
agent. Find out how this is made possible during this session.
Back to Agenda
Solving Duplicate Data Entry Problems
Even the most efficient processes face the issue of duplicate data entry.
Filling out forms is time consuming and often unnecessary, as the data may already
exist electronically. Discover how PaperWise can apply existing electronic data
to forms in a variety of formats or bypass the form-filling process altogether.
Back to Agenda
IT Administrator / End User
Just a Click Away: Using MyPaperWise.com
Get connected to PaperWise using a simple URL. In many cases, customers
need a means to easily interact with PaperWise. MyPaperWise.com is a website
built to do exactly that. Using MyPaperWise.com grants access to customer
account information, enabling such tasks as tracking or initiating support cases.
Gain access to Knowledge Base information and the ability to interact with other
PaperWise customers. Learn how you can use this application to benefit your
business processes and gain more efficiency.
Back to Agenda
Maximize Your Investment: Scanner Configuration and Maintenance
Discover the world of scanners. Participate in a review of commonly used
scanners and which scanners should be used for specified tasks or purposes.
Learn about new scanners that are available including the benefits, new
functionality, and scanner maintenance necessary to keep your process running
flawlessly. Scanner processes can run more smoothly with advanced scanning.
Through this session, find out why these techniques are beneficial.
Back to Agenda
Productivity Fundamentals:
Dashboard, Keyboard Shortcuts & Custom Toolbars
Simplify your daily processes with Dashboard, keyboard shortcuts and custom
toolbars. Utilize Dashboard to monitor or prioritize daily workloads. Learn
about key Dashboard features such as updated digital gauges and color scheme,
new notifications for increasing values, and improved date calculations. Assign
common actions or a combination of actions to one key extension or place actions
on your custom toolbar, furthering efficiency in your daily routines. While many
of these custom features are built into your system at the time of installation,
understanding how to create custom keyboard shortcuts and toolbars will ensure
optimal performance of your PaperWise suite.
Back to Agenda
Administrator / Scripter/Programmer
Integrating WebWise With Your Corporate Website
Different businesses have different needs based on their processes. This
concept makes it necessary for PaperWise to be customizable so each business
can get what they need out of an application. WebWise is a configurable
solution capable of integrating with your corporate website, tying it
directly to your business processes. Discover how individual pieces make up
WebWise and how each piece can be used separately. Learn how to create your
own WebWise solution to meet the specific needs of your company.
Back to Agenda
Reporting Options in PaperWise
Push your office towards greater efficiency by understanding reporting
options. Reports offer a variety of functions including tracking the
work of individual employees, displaying updates or changes in recent
documents, and following the lifecycle of a document from scan date to
completion. Reports can also track inefficiencies by uncovering improper
indexing of documents down to the individual field and user. Through
specific examples and explanations about running advanced searches to
generate reports, this session provides new insight on ways PaperWise can
further benefit your business processes.
Back to Agenda
Keynote Breakout Sessions
Keynote, Mark Holmes:
How to Motivate and Influence Employee Performance
Any leader or manager will benefit from this highly energetic and insightful
session. One of Mark’s most popular talks, come hear how you can motive and
influence your associates to increase performance and work with a good
attitude.
Back to Agenda
Keynote, Mark Holmes:
What Customers Wish We Knew About Giving Great Service
Learn what it takes today to deliver service that not only meets your
customers’ basic expectations, but creates enthusiastic loyalists. Discover
the service sins you want to avoid and the service secrets you’ll want
everyone in your organization to live by.
Back to Agenda