7:30am – 9:00am Registration and Coffee

9:00am – 9:15am Welcome and introductions – what do attendees want from this day?
Speaker: Kevin Brassard, Chief Information Officer, Nichols College

9:15am – 10:25am Workflow, eForms, and Document Imaging with DocFinity for AP/Purchasing at Nichols College
Speakers:
Kevin Brassard, Chief Information Officer, Nichols College
Jared Hamilton, Associate Vice President for Enterprise Applications, Nichols College

Nichols College began evaluating document imaging systems several years ago while a member of a consortium, but it wasn’t until we left the consortium and had sufficient buy-in from the upper levels of the organization that we could commit to a system that worked for us. This support came from the CFO and his needs for streamlining operations in the Accounts Payable and Purchasing offices, so, in a manner somewhat atypical for higher education, we began our implementation there instead of with student records. This presented some unique challenges, as well as some opportunities to push the envelope with regards to our use of eForms, workflow, and integration with other systems. Our project also underscored the need for frequent and clear communication and the need to identify and prevent scope creep, as well as how success depends on input from all the stakeholders and creating buy-in. By our willingness to redesign existing business processes, we were able to take advantage of the technology to improve our operations.

10:25am – 10:40am Break

10:40am – 11:50am OnBase –Menus and drop downs and options... oh my!
Speakers:
Bill Krysinski, Assistant Director of Academic Technology, Charter Oak State College
Eric Zematis, Information Security Officer, Charter Oak State College

Eric and Bill will introduce the process Charter Oak went through when deciding to make Hyland OnBase our choice for Document Imaging. We will share what criteria we used, the process of implementation, easing the fears of going paperless and tips on staff training. We will also discuss the steps we have developed to help on board new departments with implementing document imaging.

11:50am – 12:50pm Lunch

12:50pm – 2:00pm Making Document Management Work for You
Speakers:
Heather Gerteisen, Senior Business Analyst, College of the Holy Cross
Brian Bergeron, Software Developer, College of the Holy Cross
Andre Mailhot, Software Administrator, College of the Holy Cross

Are your offices buried in paper? Are you wondering how document management can work for you? Holy Cross implemented their paperless solution for Admissions over 3 years ago, integrating ImageNow and PeopleSoft with a fairly aggressive time line. The team will discuss strategies for a successful implementation, leveraging workflow, and utilizing eForms to streamline processes and move to an entirely paperless review. Come hear about the immediate gains in efficiency and added data security.

2:00pm – 3:00pm – Round table discussion with speakers

3:00pm End