F abulous. So Many Ways to Win

21ts OnBase ECM 101 Lunch & Learn at Appleton Holiday Inn Wednesday, April 19th | 11:30 AM to 2:00 PM CST 150 S Nicolet Rd, Appleton, WI | 920.735.995...
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21ts OnBase ECM 101 Lunch & Learn at Appleton Holiday Inn Wednesday, April 19th | 11:30 AM to 2:00 PM CST 150 S Nicolet Rd, Appleton, WI | 920.735.9955

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F abulous

So Many Ways to Win

MONDAY, OCTOBER 16TH 7:15 AM - 9:00 AM 7:45 AM - 8:45 AM

Summit Registration & Breakfast Government Breakfast Session

Insurance Breakfast Session

8:45 AM - 9:00 AM

Break

9:00 AM - 10:00 AM

General Assembly | Customer Presentations

10:00 AM - 10:15 AM

Break

10:15 AM - 11:15 AM 11:15 AM - 11:30 AM 11:30 AM - 12:30 PM

Break

HIT OR STAY: BEAT THE ODDS WITH CASE MANAGEMENT

12:30 PM - 1:30 PM 1:30 PM - 2:30 PM

W: WINNING WITH WORKFLOW

INVITE ONLY: 12:00 PM - 4:00 PM

A-C-C-E-S-S...AND ACCESS IS IT'S NAME-O! Break

EXECUTIVE SESSION

The Market Evolution from ECM to Content Services & What's on the Horizon

GO "ALL-IN" WITH CAPTURE

MODULE ROULETTE

Generations Collide: You're in the middle of it What's next?

EXPERT STATIONS

3:45 PM - 4:30 PM 4:30 PM - 4:45 PM

Closing & Door Prize Drawings

5:00 PM 5:30 PM

BACK OFFICE BUFFET: AUTOMATE AP, HR & CONTRACT MANAGEMENT

Lunch

2:30 PM - 2:45 PM 2:45 PM - 3:45 PM

BEGINNER'S LUCK: ONBASE 101

WHAT’S NEW IN ONBASE 17?

Cocktails

DINNER & TEXAS HOLD’EM POKER TOURNAMENT

Learn How to Play Poker from 5:30 - 6:30 PM | Poker Tournament starts promptly at 7:00 PM

TUESDAY, OCTOBER 17TH 7:30 AM - 8:30 AM 8:30 AM - 11:30 AM 11:30 AM - 12:30 PM 12:30 PM - 2:30 PM

Half-Day Training Registration & Breakfast Case Management

Workflow

Lunch & Afternoon Half-Day Training Registration Reporting Dashboards

OnBase Tips & Tricks

2017 NAVIANT SUMMIT | AGENDA at the Potawatomi Hotel & Casino | 1721 W Canal St, Milwaukee, WI

AGENDA

MONDAY, OCTOBER 16TH 7:45 AM - 8:45 AM GOVERNMENT BREAKFAST Led by Hyland Software’s Government Solutions Manager, Kevin Flanagan, and Solution Architect, Chuck Duchon, the discussion will focus on leveraging document management and the power of OnBase throughout your government agency.

• What’s new in OnBase 17 for Government • What’s next for OnBase in the public sector

INSURANCE BREAKFAST Led by Hyland Software’s Insurance Solutions Director, Charlie Hanna, the discussion will focus on best practices within the insurance industry while leveraging OnBase. From Claims to New Business & Underwriting, and integrations with Policy Admin systems, see how insurance companies are using ECM to automate processes driving out costs and increasing their bottom line.

10:15 AM - 11:15 AM

WHAT’S NEW IN ONBASE 17?

BEGINNER'S LUCK: ONBASE 101

Join Colleen Alber, Hyland Product Evangelist, as she dazzles the audience with her energetic enthusiasm of the latest release of OnBase. With OnBase 17, you will find an enterprise information platform - with a range of content services - that's more powerful, configurable and capable of integrating with core business applications. Most notably, OnBase 17 delivers an elevated user experience with new modernized interfaces for the Web and Unity clients. We are confident this latest release will help your organization become even more agile, efficient and effective. Come see for yourself, as this session is sure to be a crowd-pleaser.

Like a craps table, OnBase can be intimidating for newcomers. Even so, once you familiarize yourself with the basics, you will be ready to set the table on fire! This is an introduction to OnBase. Hear how Naviant customers have won big with their first OnBase projects. Leave understanding the basic lingo needed to look like a pro, determine the right place to make your bet, and cash in on your beginner’s luck. Focusing on the six categories of OnBase (Capture, Manager, Access, Integrate, Measure, and Store) you will leave this session with everything you need to plan your strategy to win big!

HIT OR STAY: BEAT THE ODDS WITH CASE MANAGEMENT

BACK OFFICE BUFFET: USING ONBASE TO AUTOMATE AP, HR & CONTRACT MANAGEMENT

11:30 AM - 12:30 PM

You might win one hand of Blackjack by pure Lady Luck. To win over time requires you to exercise your strategy and follow your rules for when to take a hit or stand. Case Management/Workview allows you to double down on your bet, and bring all the information you need into one place. Often used with Workflow, Case Management helps you to further streamline operations by providing a 360∘ view of your business processes. Observe how Case Management is used within organizations, filling the gaps of other systems and extending the scope of your OnBase solution (Employee Onboarding, Facilities Management, and Vendor Management to name a few). Realize how you can beat the house by leveraging Case Management in your organization.

If you have ever experienced a Vegas-style buffet, you realize there is something for everyone and the options are endless. Join Colleen Alber, Hyland Product Evangelist, as she walks through the OnBase buffet line explaining how and where you can expand or get started with OnBase to make the largest impact on your bottom line and empower your staff all while mitigating risk. Sample real-life examples of OnBase implementations.

• Automate AP and integrate with existing ERP

• New employee onboarding and keeping track of employee files

• Managing contracts from request to approval to expiration and renewal within legal departments

2017 NAVIANT SUMMIT | AGENDA at the Potawatomi Hotel & Casino | 1721 W Canal St, Milwaukee, WI

12:30 PM - 1:30 PM LUNCH ROUNDTABLES Naviant provides hosted roundtables on a variety of topics during lunch to promote networking amongst attendees and resident experts on the topic of interest.

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Government Vertical Insurance Vertical Manufacturing Vertical Accounts Payable/HR Case Management

1:30 PM - 2:30 PM W: WINNING WITH WORKFLOW “W” is the ultimate variety show transporting documents into the wondrous world of OnBase Workflow. In this world, documents are automatically routed and magically appear in the hands of the next logical worker. This star-studded variety show includes: Comedian - Micro Applications (mini-workflows), Magician - Unity Forms, Musician - ShareBase, Cirque du Soleil - Case Management. And of course don’t miss the biggest headliner, Workflow Designs. From large production and spellbinding displays of automation to real-world examples, the opportunities are abound for Workflow Automation ideas that will last forever. Buy your tickets now and grab a front row seat to catch our trade secrets and make the most of your OnBase experience by expanding your Workflow horizons.

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Integrations Workflow Intelligent Capture OnBase System Admin OnBase 101/New to ECM

A-C-C-E-S-S...AND ACCESS IS IT’S NAME-O! B-I-N-G-O. It’s a simple game. Access to information needs to be simple, too. Every single person in your organization who needs access to content in OnBase should be able to access it without difficulty from anywhere. Learn how to grant internal users, customers, and partners effortless access to the documents and content they need where it is most convenient for them. Whether you’re using an OnBase client, looking to utilize an integration with a line-ofbusiness application, or exposing content to external parties, we’ll discuss the options available and broaden your mind with the possibilities that exist. We will also address the numerous considerations regarding security, clients, and integrations involved in content access.

2:45 PM - 3:45 PM MODULE ROULETTE

GO "ALL-IN" WITH CAPTURE

Navigating the roulette wheel is fast-paced fun. Every spin filling players’ eyes full of anticipation. Professional players do not simply let the ball track their odds of success, they gain knowledge and strategy to achieve victory at the table. This session will include a Las Vegas variety of the top OnBase modules. Ten spinning and winning capabilities you perhaps did not know existed, until now. Come place your bets, spin the wheel, and increase your knowledge and prize earnings. Straight Up Bets will include: Mailbox Importer, Automated Classification, ShareBase, Reporting Dashboards, and more!

Capture gives your organization “So Many Ways to Win,” but it's more than a piece of software. Capture is a process. Knowing when to hold ‘em and when to fold ‘em is as much about understanding what you can capture as what you cannot capture. Automating processes that can be automated allows you to place information into the hands of your knowledge workers faster. As a result, knowledge workers can make decisions that cannot be automated and focus on the more important parts of your business. Don’t get bluffed out of the game trying to capture more than you need to - sometimes simple is better. Not only will this session teach you about the poker hands (aka winning Capture Solution options) that allow you to go all-in when improving your overall business process, but also, how one of our customers uses capture as their “Way to Win!”

2017 NAVIANT SUMMIT | AGENDA at the Potawatomi Hotel & Casino | 1721 W Canal St, Milwaukee, WI

3:45 PM - 4:30 PM EXPERT STATIONS The hands-on expert stations hosted by Naviant provides the opportunity to have one-on-one discussions and demonstrations on popular topics, including:

• Reporting Dashboards • Case Management/ Workview • Mobile (iPad, Android, Tablets, Phones) • ShareBase • Full-Text Search

• • •

Web Client Agenda Management, ePlan Review, & FOIA/Public Records ICAP & Interactive Data Capture

5:00 PM - 9:00 PM COCKTAILS & DINNER

TEXAS HOLD'EM POKER TOURNAMENT

Reserved for our private group, cocktails and dinner will be in the Tribal Room under the beautiful dome. We will also host a “Learn How to Play Texas Hold’em Poker” table game during this time. Guests can learn some tips and tricks for beating the dealer in Poker from a professional dealer.

We are hosting a fun Texas Hold’em Poker Tournament in the exclusive Poker Room following dinner. No experience necessary and no “buy-in” required, as Naviant will fund your ante. Fabulous prizes will be awarded throughout the night. For those new to table games, we will host a “learning table” during cocktail/dinner hour.

2017 NAVIANT SUMMIT | AGENDA at the Potawatomi Hotel & Casino | 1721 W Canal St, Milwaukee, WI

AGENDA

TUESDAY, OCTOBER 17TH 8:30 AM - 11:30 AM CASE MANAGEMENT

WORKFLOW

If your organization has a variety of Microsoft Access databases, shared Excel spreadsheets, or even Lotus Notes applications, Case Manager/WorkView can help alleviate these silos of information. Case Manager can be rapidly configured to manage disparate data that does not have a home within your core line-of-business applications. Within this training session, you will learn all of the core concepts needed to define a Case Management application, and then via a hands-on lab, set up an application from scratch to gain an understanding of the potential power of Case Management.

Do you have business processes you want to standardize or automate? Do you have forms that you manually route around the office for approvals or to share common interested information? Looking for some quick wins to impress your boss? This OnBase Workflow class will be your winning ticket to impressing your boss while learning through real world examples on how to standardize and automate redundant business process tasks. You will build your own workflow while using the updated OnBase studio version 17 interface, including the latest and greatest OnBase workflow features. The OnBase workflow knowledge you will gain from this class will pay off for years to come. Come share in the wealth of knowledge that OnBase workflow provides.

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Design screens to display case records Setup filters to find relevant records Link related objects for a user friendly interface Expose OnBase-stored documents and content related to Case Management records Leverage Case Management with new or existing Workflow processes

12:30 PM - 2:30 PM

REPORTING DASHBOARDS

ONBASE TIPS & TRICKS

The power of analytics shines through with OnBase Reporting Dashboards. With point-and-click configuration, easily visualize your business data within your OnBase solution. We will walk users through the process of drilling down into specific data, how to easily share dashboards with other users, export the data to Excel, and more. Dashboards can provide users with the significant insights into data; provide IT employees critical system monitoring data; provide management control of process and workflows; and, provide end users a way to monitor their individual workload. Experience the power of analytics through OnBase Reporting Dashboards.

Ever wonder how they do that and make it look so easy? OnBase is filled with many great features and functions; it is impossible to cover them all in a single training or even weeks of training. This class will unveil many of the best tips and tricks that have saved OnBase users, admins and companies time and money. You will be able to apply many of these tips and tricks with hands-on exercises so you can apply this knowledge long after the class has ended. Explore many of the underutilized features and functions that were added by Hyland to improve businesses like yours. Be prepared to learn, share and grow during this fun, exciting and informative session that will propel your OnBase solution to the next level.

2017 NAVIANT SUMMIT | AGENDA at the Potawatomi Hotel & Casino | 1721 W Canal St, Milwaukee, WI