Annual ECM Leadership Summit

Monday & Tuesday, October 16th & 17th, 2017
Potawatomi Hotel & Casino | Milwaukee, WI


Join us at our annual Summit to learn how every department in your organization can work better, smarter, and faster with OnBase. 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 event focuses on customers case studies, breakout sessions, industry roundtable discussions, hands-on 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.


Potawatomi Hotel & Casino Conference Center
1721 West Canal Street, Milwaukee, Wisconsin

Potawatomi Hotel Room Reservations

Only steps away from the best in Milwaukee casino entertainment, sophistication meets comfort in Potawatomi’s luxury hotel rooms and suites. Modern decor, highlighted by color palettes that reflect natural elements, brings a rich feel to each living space. Each room is equipped with a flat-screen TV, safe, refrigerator, coffeemaker and smart thermostat to help ensure that your stay is enjoyable. To make your experience the best it can be, the hotel staff is available 24/7 to accommodate your needs.

Enjoy the Naviant room rate of $129/night for a king bed. All reservations must be made by September 19th for the Naviant room rate.

Call to Book – 844.217.4100
Mention the Naviant Room Block or RES ID #NAV10162017 to reserve your hotel room easily and quickly.

Book Online
You must use this book online link to receive the Naviant room rate.


Day One – Monday, October 16th
With 60-minute educational sessions, customer presentations, lunch roundtables, and expert stations, you will leave with a better understanding of how OnBase can positively impact your organization.

Breakout Session Topics:

  • OnBase & ECM 101
  • What’s New in OnBase 17
  • Case Management
  • Workflow Automation
  • Most Popular OnBase Modules
  • Many Ways to Access Content
  • Winning Capture Solutions
  • Contracts, HR, and AP Automation

Day Two – Tuesday, October 17th

Get hands-on with OnBase 17 in a demo environment and explore trending topics. Space is limited for these hands-on training sessions and they fill up fast. There are 2 morning courses, and 2 afternoon courses to choose from.

OnBase Case Management
Learn the core concepts of Case Management and set up an application from scratch.

OnBase Workflow
Build your own workflow and see the latest and greatest workflow features OnBase 17 offers.

OnBase Reporting Dashboards
Learn how to drill down into specific data, easily share dashboards with other users, export data to Excel, and more.

OnBase Tips & Tricks
Explore many of the underutilized features and functions that were added by Hyland to improve businesses like yours.

View the full agenda that includes the official timeline and detailed session descriptions.

Executive Session

This invitation-only session is an opportunity for executive and management-level attendees to network with peers in a smaller and more personable atmosphere. The luncheon includes two presentations; afterward, we will learn how to play Craps Vegas-style together at a reserved table with a professional dealer (no experience or money necessary).

Generational Collide. You are in the middle of it – What’s Next?
Generational differences are becoming more predominant in the workplace, as a divide is being created amongst veteran employees and a younger workforce. Millennial expert, Chad Kopitzke, will address this “Generational Collide.” As Millennials are quickly becoming the largest employee population in the nation, how do you solve key generational issues so your employees are working together, rather than against one another? Chad will help you dive deeper into common generational differences, teach you to engage across those gaps, and generate valuable ideas to support lasting change for the sake of your organization’s long-term success.

The Market Evolution from ECM to Content Services & What’s on the Horizon
Hyland Evangelist, Colleen Alber, will cover the evolution of the industry from ECM to “Content Services,” and what is next for innovation in Capture, Case Management, Mobile, Cloud, GIS and Reporting. She will discuss why leading industry analysts like Gartner are replacing ECM with Content Services as the term to describe our market, as well as how and why content solutions are undergoing significant to architectural and user experience alike. Colleen will discuss how Hyland’s technical vision is ahead of the curve – proactively addressing development efforts in order to thrive during this transition period in our industry.

View the full executive session agenda that includes the official timeline and detailed session descriptions.


We are pleased to provide the first day of the Summit to our customers, both existing and potential, free of charge. The half-day training courses available on the day two are free for Naviant tiered support customers and are available to non-tiered support customers for $249 per attendee for the full day.

register now

Past Summit Details

Last year at the Monona Terrace, we broke a record; 225 customers and prospects in attendance. View pictures from the 2016 Naviant Summit on our Facebook page.

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