Encompass Session Highlights. General Track

Transcription

1 General Track In our general sessions we will provide everyone the chance to gather in one room to hear about Square 9 s culture and our ongoing vision for the future of the company and our industry. We want to inform you on the excitement within our company and provide you with exclusive industry knowledge that you won t find elsewhere. Opening Keynote and Product Launch The conference will start with an opening address by Square 9 President/CEO Stephen Young and CTO Brian Banet as they provide Square 9 s ongoing vision for product development, channel growth and a first glance at SmartSearch s next generation browser based EDM solutions. Customer Success Stories Learn from two Square 9 customers on how they use SmartSearch, why SmartSearch was the chosen solution, what business pains SmartSearch solves and an overall understanding of each customer s experience with SmartSearch. Reseller Success Story With consistent sales success, the long-running elite Square 9 dealer, EO Johnson, shares how they realized the importance of developing their own professional services team to support and service SmartSearch customers and optimize revenue. This session will be a fire side chat interview with the head of EO Johnson professional services and solutions consultant to learn how they ve benefitted from their relationship with Square 9. Technical Track The technical presentation track is designed to benefit both our channel resellers and customers with a wide range of topics for getting the most out of SmartSearch. Key topics include database design and integration strategies along with sessions specific to new functionality found in the newest product release. These sessions are intended to benefit the more technically inclined but may be of interest to business users as well. Integrating through Web Services Learn how to share data and documents with your business critical applications through Square 9 s REST API platform. Sample projects include how to scan and retrieve documents directly from Salesforce.com with sample code accessible to attendees through GitHub. Workflow 2.0 with GlobalAction Get a first hand look at the new direction in process automation software from Square 9 with GlobalAction. This technical deep dive will explore the new workflow possibilities available to the Square 9 Community through a next generation web based flow designer. Understanding Your Levels of Efficiency with GlobalAnalytics Automating your business processes is the first step to efficiency but really understanding the metrics behind your workflow allows for advanced levels of decision making. GlobalAnalytics provides management with unique insight into their processes giving you the information that really matters.

2 The Art of Capture and High Value Data Extraction Capture is arguably one of the most important elements to a successful ECM implementation. Learn tips and tricks for optimizing your capture process while extracting and validating data to share with your line of business applications. Top 10 Tips for Effective Database Design The performance and general usability of your ECM project can be enhanced with just a few key design considerations. In this session Square 9 s Professional Services Group shares design concepts that will benefit both customers and resellers alike. Eliminating Paper Based Forms in Your Organization Tired of filling out paper forms and shuffling them from desk to desk? Learn how to replace your paper forms with web based workflow processes found in three common business applications; online job applications, expense reports and purchase requisitions. Integrating For Non-Programmers You don t need to write code in order to realize the benefits of integration. The Square 9 Professional Services Group will share their unique insight into how to provide direct URL searching to your website including how to provide document access to external parties like your customers or vendors. Best Practices for Load Balancing Your SmartSearch Installation As a highly scalable application, SmartSearch provides the ability to scale across distributed networks. This session will detail best practices for balancing your application including strategies for optimizing your capture workflow activities in high volume environments. Doing More with Custom SQL integration The open architecture of SmartSearch s SQL backend provides for incredible flexibility with the ability to easily write triggers and other operations through stored procedures. In this class, the Square 9 Professional Services Group will provide specific examples of common use case scenarios including sample code for attendees. Taking Your Documents to the Cloud Is your organization ready for Cloud ECM? In this session we explore the opportunities available for moving your documents to the cloud including remote hosting, SaaS and hybrid cloud solutions. Technical Forum Have questions about the technical direction of the Square 9 product suite? Post your questions to the Square 9 Technical Team and review them with a roundtable discussion hosted by CTO Brian Banet.

3 Implementing AP Invoice Automation Advanced Capture of unstructured documents, such as AP Invoices, has been a hot topic for some time due to the availability and affordability. Learn from our technical team how to automate capture for common accounting documents including checks, PO s and vendor invoices by leveraging technology such as fixed form ICR, OCR templates and rules based data extraction without templates. Focus will be placed on AP invoice automation with line item extraction as well as forms based capture of handwritten and computer generated text. Reseller Focused Business Track In an ongoing effort to educate our channel resellers on how to build a successful solutions portfolio, we have developed a diverse series of business development sessions. Topics range from web marketing and building a Professional Services practice to better understanding the opportunities the cloud has to offer. The Horizontal Approach for Solutions Marketing Tired of a shotgun approach to marketing solutions? Learn highly effective strategies for focusing your efforts through a horizontal approach to solution sales. Targeted applications include Accounts Payable, Accounts Receivable and Human Resources Onboarding. The Square 9 Product Strategy: 2015 and Beyond Get a better understanding of the direction of Square 9 s development strategy and how it aligns with our vision of the ECM market. In this session we explore functionality in the current release and where it leads your customers for Positioning the Right Cloud Strategy for Your Customers The unique nature of ECM provides tremendous opportunities for cloud based solutions delivery, but there are nuances which need to be understood. In this session we review how factors like file size, workflow and data sharing can help shape the correct direction for your customers. Building a Professional Services Practice In Your Dealership With the growing focus many dealers have placed on building their services portfolio, its critical to understand what s required for effective solution delivery. Dan Miranda, Square 9 s Manager of Professional Services, will be sharing an inside look at project management, the model for success and the metrics behind it. Growing Sales By Marketing to Your Base Are your sales directly tied to the lease cycle of your equipment? In this session Square 9 s Regional Sales Manager, Dave Anchondo and Marketing Manager, Ethan Voltolini, will demonstrate how to create more opportunities within your dealership through extension selling, best marketing practices and expanded solution development. Delivering a Highly Effective ECM Presentation in 10 Minutes or Less The key to converting a lead to an opportunity is being able to quickly present the value of your proposition. This workshop focuses on how to quickly convey the benefits of ECM through a high level demonstration that only requires a 10 minute commitment from your prospect.

4 Mining New Opportunities Through Digital Marketing Strategies Is your dealership taking advantage of the opportunities the web has to offer? The Square 9 Marketing experts will review how to make your website more visible to your potential customers and how to generate more leads and close the sale - through Digital Marketing & SEO. Addressing Your Customer s Need for Compliance The need for compliance is frequently ignored until an audit forces customers to take a hard look at their documentation practices. In this session we explore the IRS Mandates, HIPAA requirements and Labor Board Laws that can easily be complied with an effective ECM strategy. How to Expose Customer Requirements with Proper Scoping and Discovery Document management is very process oriented, and, in some cases, requires an in depth understanding of the customer s business. Learn the Square 9 methodology for scoping, finding pain points, requirements and exceptions in common business processes and how to leverage discovery to differentiate yourself as a true consultant. Customer Education and Certification Track The Encompass 2015 Education & Certification track provides a fast moving series of courses to enhance your understanding of both products and processes. These sessions are intended for individuals looking to get more out of their investment in SmartSearch through a deeper understanding of the functionality available and how it can be applied. Optimizing Capture and Index Automation Efficient document capture and indexing is the cornerstone to any successful ECM implementation yet too many organizations still rely on labor intensive practices to get the job done. In this workshop we ll explore a variety of automated capture methodologies, through capture workflow, to help you improve your capture efficiency including; Capture for both messages and attachments OCR Data Extraction with Confidence Reporting Automated Forms Recognition through Contextual Classification Increasing Mobility with GlobalSearch As an option now available to all SmartSearch users, GlobalSearch provides a powerful cross platform interface for web content delivery. This certificate class will provide invaluable exposure to the possibilities the GlobalSearch platform provides including integration with Dropbox and DocuSign. Administrative Security Design Designing and managing your system in a way that protects business critical information is an essential requirement for any administrator. This certificate class will provide you with options to simplify database design while leveraging the multi-level security of SmartSearch, including standing encryption through GlobalSync.

5 Advanced Search, Edit and Output Explore the opportunities for increasing document productivity with this certificate based class. Learn how to build advanced searches including the use of boolean operators, advanced grouping options and multi-value searches. Once you ve located your documents, learn how to edit them more efficiently through tools like page insertions and replacements or drag & drop re-ordering. Finally, learn how to better share documents with both internal and external users. Building a More Effective Field Catalog Acting as the root level of any database design, management of the field catalog is a critical but commonly overlooked aspect of your implementation. Learn how to optimize your fields with data types, format masks and dynamic pick lists to ensure data integrity and efficiency. Leveraging Workflow to Simplify Your Life SmartSearch Work XChange is a powerful yet easy to use means for automating the flow of business information. Learn the basics to create a simple process and increasingly build on it to further enhance office efficiency in your organization including automated routing, notifications and data exports. Click here for the full Encompass Event Guide