Naviant 2015 Summit Session Request

2015 Session Handout Request

To request a copy of any of the 2015 Naviant ECM Educational Summit Session Handouts outlined below, please contact Naviant’s Marketing Manager and indicate which Session Title(s) you are interested in receiving.

Summit Overview – Printable Version

View PDF VERSION of the Detailed 2015 Summit Agenda, including Detailed Session Overviews, Complete Agenda with Timelines with Session Topics.

Summit Day One Overview

Breakout Session Descriptions

Keynote Address: Colleen Alber, OnBase Product Evangelist | The OnBase Six Pack & What’s New in 15

This year we welcome an amazing woman and OnBase Product Evangelist for the pregame show halftime show – Colleen Alber. Always a fan favorite on the main stage at CommunityLIVE (formerly OTTC), we are fortunate to have her join us this year at Lambeau. This session will cover the six categories of OnBase to simplify the complex business solution called Enterprise Content Management. Colleen will also cover some of the new features and enhancements of OnBase 15 waiting to be enjoyed by your users. Including: Intelligent Capture, Case Management, Search, Unity, Mobile Access, ESRI Integration, MS Office and Reporting. Come one, come all, to this educational emporium.

Workflow | What’s Your Game Plan?

Everyone needs a workflow game plan to tackle business processes. This introductory session will provide the fundamentals, as well as, some deep plays into potential micro-applications for workflow. Join John Madden & Pat Summerrall for an insightful session showcasing a fun-filled scenario analyzing the recruiting process for pro-athletes using workflow. Don’t fumble this opportunity to see OnBase workflow play as your quarterback, precisely hand off information within your team, and keep track of where everyone is in the process. Grab a front row seat to catch Unity Forms driving for big efficiencies within you organization. As always, fabulous prizes will be awarded to participating recruits.

OnBase Case Management | It’s Not Lombardi’s ECM

Back in the 60s, Lombardi’s favorite play was the power sweep. The Packers’ offensive strategy has transitioned through several coaching philosophies since Lombardi’s time, and has evolved to stay competitive. Like the Packers’ offense, enterprise content management (ECM) has evolved. ECM started with document management (DM) in the 80s, which evolved to ECM, then advanced to include business process management (BPM), and now encompasses enterprise information management (EIM). The next phase is case management (CM). Case Management as a concept provides a 360view of the information you need to make complex business decisions, and on a basic level, it uses workflow for normal transactions and adds in the “case” management component for exceptions. In this session, we will explore how Case Management can be applied to a fun example – planning Aaron Rodgers wedding – as well as a real-life business example from one of our customers. Learn why Case Management is the latest component in this evolution, and how it applies to your organization. This topic will be trending and will be offered on instant replay.

The Ultimate Tailgate | Free OnBase Features & Highlights

Before the big game, stop by our tailgate to learn about some free features and time saving shortcuts in your OnBase solution that you may not know exist. The meat of the presentation will prove that anything you can physically do with a piece of paper, you can do in OnBase. Boost the flavor of your main dish by learning about the fabulous training resources available. And, what tailgate would be complete without a few drinks?! Let us show you some refreshing ways to improve and personalize your workday, so you and your team will easily catch excellence.

OCR Draft Day | Selecting Your Optical Character Recognition Players

Selecting successful OCR contributors requires more than hearsay, print media and rudimentary evidence. It requires quality scouting and education. In this session, we will explore multiple options to systematically capture information from documents, use that data within business processes, and create records within your core systems. Concepts will include Batch OCR, Full-Text Indexing, Advanced Capture, ICAP, AnyDoc, NavCON, and more. Compliment your team with the best OCR draft choices available!

Outlook & Mobile Clients | The Unofficial Fifth Quarter MVPs

Wouldn’t it be nice if you could access your OnBase documents, forms and features directly from Outlook? How about submitting and approving a request or uploading a new document, without ever leaving your mobile device? Led by our guest OnBase Evangelist & MVP, Colleen Alber will show the highlight reel of how your company can empower users with Outlook Integration & Mobile Access technologies. Outlook and Mobile, often considered the fourth and fifth OnBase clients, extend access to anyone, anywhere. Experience a live demonstration, download the OnBase mobile app and leave with OnBase in your pocket! This session will be trending so we are offering it on instant replay.

Expert Stations

Back by popular demand, the hands-on Expert Stations will be hosted by Naviant, and provide the opportunity to have one-on-one discussions and demonstrations about some of the most popular business process or OnBase topics, including: 

  • Reporting Dashboards
  • Demos
  • OnBase Training Options
  • Mobile Integrations (iPad, Android, Tablets, Phones)
  • AnyDoc Capture
  • Clay Station

Lunch Roundtables

Naviant provides hosted roundtables during lunch on a variety of topics to promote networking amongst attendees and resident experts on the topic of interest.

  • Accounts Payable / HR
  • Workflow
  • OnBase 101 / New to ECM
  • OnBase System Administration
  • Intelligent Capture
  • Integrations
  • Insurance Vertical
  • Healthcare Vertical
  • Financial Services Vertical
  • Manufacturing Vertical
  • Government Vertical

Summit Day Two Overview

Training Sessions

Attendees for Day Two of the Naviant Summit chose from several half-day training course options, including: 

  • OnBase Introduction to Workflow
  • OnBase Unity Forms & Dashboards
  • OnBase Case Management

For in-depth descriptions of what these Half-Day Training sessions covered, please View Training Course Descriptions Here.

2015 Session Handout Request

To request a copy of any of the 2015 Naviant ECM Educational Conference Session Handouts outlined above, please contact Naviant’s Marketing Manager and indicate which Session Title(s) you are interested in receiving.