Naviant Summit - Annual Content & Document Management Summit

Monday & Tuesday, October 15th & 16th, 2018
Monona Terrace | Madison, WI

Overview of Naviant OnBase Summit

Join us at our annual content and document management Summit to learn how every department in your organization can work better, smarter, and faster with OnBase, an enterprise content management (ECM) software. From the newest users to the seasoned executive, this event is for everyone.

The Naviant Summit is a direct reflection of one of our core values – “We crave, obtain, and share knowledge.” The event brings together customers, OnBase experts, process consultants, and people new to enterprise information management to discuss and explore creative solutions to your business process challenges.

“The Summit is really about sharing ideas and finding inspiration.” – Mike Suter, President of Naviant

This two-day educational document management conference focuses on customers case studies, breakout sessions, industry roundtable discussions, hands-on Hyland OnBase training opportunities, an executive forum, and plenty of networking, all designed to help you improve the effectiveness and efficiency of your organization.

We also love to laugh and have fun! So, you can expect an entertaining evening after a long day of learning.


From those starting their journey to the seasoned executives, this event has sessions for everyone. Check out our schedule to choose the track that is best for you and your organization’s goals.

Day One – Monday, October 15th

Choose the track that is best for you. With 50-minute educational sessions, customer presentations, lunch roundtables, and expert stations, you will leave the conference with a better understanding of how OnBase can positively impact your organization.

Breakout Session Topics

  • What’s New in OnBase 18
  • ECM 101: Re-Imagine a New Reality
  • Boost Your Rockstar Quotient presented by Mark Schulman, P!nk’s Drummer
  • Point Solutions Brought to Life with NaviColor
  • The Evolution of Sharing: From Rock Carvings to ShareBase
  • Go-Go-Gadget WorkView (Case Management)
  • Become a CIA Special Agent (Capture, Indexing & Automation)
  • The Joy of Workflow
  • Come Together, Right Now…Integrate

      >> View the session descriptions and more details 

Exclusive Executive Session (invitation only)

Our executive clients are invited to attend this special session featuring two business topics imperative to today’s executives.

  • Conquering Life’s Stage Fright: Three Steps to Top Performance presented by Mark Schulman, P!nk’s Drummer
  • Digital Transformation: Evolve or Die presented by Colleen Alber, Product Evangelist at Hyland, creator of OnBase

      >> View the presentation descriptions and more details


Day Two – Tuesday, October 16th

Get hands-on with OnBase in a demo environment and explore solutions. Space is limited for these sessions, and they fill up fast. Priority registration for the Recertification training courses will be given to those customers that have expired certifications.

NEW THIS YEAR! Recertification Training

These training sessions are not a substitute for the full-length training courses. you can attend if you have not completed the certification courses in the past; however, only those who have previously been System Admin or Workflow certified are eligible for the recertification component. Customers with expired certifications will be given priority to attend these sessions.

Half-Day and Recertification Training Sessions

  • Unity Forms
  • Case Management
  • Recertification: OnBase System Administration
  • Recertification: OnBase Workflow

>>View training descriptions and more details



The Naviant Summit conference is only open to existing Naviant clients currently supported by Naviant as well as invited prospects. We are happy to provide day one – Monday, October 15th – educational sessions for our customers, both existing and potential, free of charge. The half-day training courses, available on Day Two, are open for Naviant tiered support customers and are available for non-tiered support customers for $249 per attendee for the full day.

If you cannot accept free meals as our lunch and dinner are included in the event, we can accommodate your request. Please leave a comment in the registration and we will reach out to.

Past Summit Details

Last year our theme was So Many Ways to Win with OnBase. View pictures from the 2017 Naviant Summit on our Facebook page.

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