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Sunday, March 10
 

11:00am

Registration & Check-In
Sunday March 10, 2019 11:00am - 6:00pm
The Grove Park

1:00pm

Boot Camps
There is limited capacity for boot camps. In order to reserve a space attendees MUST register through Eventbrite. Register Here

  • Etrieve Basics with Dale Fowler & Lena Mason
  • Etrieve Admin with Drew McCollum & Steve Ostrovsky
  • Etrieve Forms Builder & Design with Matt Ligon & Robert Gunning
  • Etrieve Flow Admin with  Jason Pfaehler & Caitlyn Lambdin

Please Note: Adding boot camps to your Sched DOES NOT reserve your spot. Spots for boot camps are only guaranteed through Eventbrite registration. 

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Caitlyn Lambdin

Caitlyn Lambdin

Technical Services Consultant, Softdocs
Flow, forms and workflow
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →
avatar for Matt Ligon

Matt Ligon

Softdocs
avatar for Dale Fowler

Dale Fowler

Business Solutions Consultant, Softdocs
Etrieve Content, Central, Security | Hiking, Canoeing, sports or anything else that is important to you.


Sunday March 10, 2019 1:00pm - 5:00pm
TBA

1:00pm

Discovery Hall Open
Sunday March 10, 2019 1:00pm - 5:00pm
TBA

6:00pm

Opening Reception
Sunday March 10, 2019 6:00pm - 7:00pm
Blue Ridge
 
Monday, March 11
 

7:30am

Breakfast
Monday March 11, 2019 7:30am - 8:30am
Grand Ballroom B

8:30am

Opening Session
Monday March 11, 2019 8:30am - 10:30am
Grand Ballroom A

10:30am

Mid-Morning Break
Monday March 11, 2019 10:30am - 11:00am
TBA

11:00am

Etrieve Year in Review
This session review Etrieve’s updates, milestones and successes of the last year. Let’s talk about what’s changed, what’s new and what’s coming soon in Etrieve with a Softdocs’ system expert.

Speakers
avatar for Arvind Krishnan

Arvind Krishnan

Product Owner, Softdocs


Monday March 11, 2019 11:00am - 11:50am
Roosevelt

11:00am

Etrieve 101 - Back to Basics
Geared for those with limited knowledge of Etrieve, this session serves as a crash course to review everything that can be accomplished with our next-generation ECM platform. Get a behind-the-scenes look at the software to understand how all the components work together to help institutions go paperless.

Speakers
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Monday March 11, 2019 11:00am - 11:50am
Hoover

11:00am

Financial Aid - Eliminating Bottlenecks Using Electronic Forms
Educational institutions of all sizes are utilizing Etrieve Forms to simplify financial aid for their employees and students. This session features a discussion on the impact of electronic forms within financial aid, reviewing the different ways Etrieve Forms can be used to enhance and improve upon time-intensive, paper-based processes.

Speakers
PW

Peter Woodward

Business Solutions Consultant, Softdocs


Monday March 11, 2019 11:00am - 11:50am
Taft

11:00am

Etrieve Content
Spend some time with Etrieve Content in this hands-on session led by a Softdocs system expert. We’ll be reviewing different ways to leverage Content at your institution, reshaping how you manage documents and information.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs


Monday March 11, 2019 11:00am - 11:50am
Coolidge

11:00am

Softdocs Community Introduction
Our new online customer portal, the Softdocs Community, is growing rapidly. Within a year of going live, this central hub for all-things Softdocs already has over 1,200 users. This session explores what Softdocs Community has to offer, and walks you through how you can join the conversation today!

Speakers
avatar for Lexi Pearson

Lexi Pearson

Softdocs


Monday March 11, 2019 11:00am - 11:50am
Eisenhower

12:00pm

Lunch
Monday March 11, 2019 12:00pm - 1:00pm
TBA

1:00pm

What's New in Content?
Find out how Etrieve Content has evolved throughout the months since BRIDGE 2017. This session reviews how Etrieve’s document management capabilities have expanded to accommodate the changing needs and growing demands of educational institutions seeking the next generation of paperless.

Speakers
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs
avatar for Jamie Pearson

Jamie Pearson

Enterprise Architect, Softdocs


Monday March 11, 2019 1:00pm - 1:50pm
Roosevelt

1:00pm

An Introduction to Etrieve Content
Familiarize yourself with Etrieve’s document management capabilities, in this introductory session to Etrieve Content. Topics to be discussed include: visual filing structure, intelligent indexing and powerful search options.

Speakers
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs


Monday March 11, 2019 1:00pm - 1:50pm
Hoover

1:00pm

HR & Payroll - Personnel Processes with Etrieve
Etrieve provides many features that can be leveraged to improve common business processes at educational institutions. This session focuses on Etrieve tips and tricks that you can implement to improve the processes within Human Resources, Payroll and beyond!

Speakers
avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs


Monday March 11, 2019 1:00pm - 1:50pm
Taft

1:00pm

Etrieve Flow
Do you know Flow? Either way, this session is sure to teach you a few new things about workflow automation. Led by a Softdocs system expert, this session gives attendees hands-on training using our interactive, workflow designer, Etrieve Flow.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.


Monday March 11, 2019 1:00pm - 1:50pm
Coolidge

1:00pm

Expanding Your Implementation- An Enterprise-wide Approach
While targeting specific departments with initial Softdocs’ implementations is common, many institutions are now recognizing the greater value of utilizing our solutions across multiple departments. This session highlights our offered training options and best practices when expanding a Softdocs’ implementation. You’ll find new ways to boost your ROI and improve collaboration campus-wide! 

Speakers
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Monday March 11, 2019 1:00pm - 1:50pm
Eisenhower

2:00pm

What's New in Forms & Flow?
This session acts as a top-to-bottom overview of everything that has been updated or added within Etrieve Forms and Etrieve Flow since BRIDGE 2017. Let’s review what’s new and what’s changed, before exploring what that means for you moving forward. 

Speakers
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Andrew Stoker

Andrew Stoker

UI/UX Developer, Softdocs
I'm one of the user interface/user experience designers at Softdocs. I specialize in creating the visual portion of Etrieve, the part that you interact with on your browser. I'd love to get to know what you think about Etrieve, and how I can make things easier for you to use.


Monday March 11, 2019 2:00pm - 2:50pm
Roosevelt

2:00pm

An Introduction to Etrieve Forms
Learn all about Softdocs’ electronic forms solution, Etrieve Forms. Covering everything from leveraging pre-built forms to designing custom ones, even including pre-population of forms with ERP data, this session provides a great introduction to the ins-and-outs of Etrieve Forms.

Speakers
avatar for Matt Ligon

Matt Ligon

Softdocs


Monday March 11, 2019 2:00pm - 2:50pm
Hoover

2:00pm

Teacher, Adjunct and Employee Contracts- Improved Convenience for Your Greatest Asset
Issuing, distributing and managing contracts can be extremely tedious, consuming vast amounts of your time and resources. This sessions reviews how to minimize costs and increase process efficiency, while also improving contract security and employee access to content.

Speakers
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs


Monday March 11, 2019 2:00pm - 2:50pm
Taft

2:00pm

Etrieve Security & Administration
Get to know Etrieve Security, the centralized security and authentication tool for all applications within the Etrieve platform. This session grants hands-on time using Etrieve Security, as a system expert walks attendees through how best to use this tool in safeguarding their institutions’ data.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
PW

Peter Woodward

Business Solutions Consultant, Softdocs
ES

Emily Smith

Softdocs


Monday March 11, 2019 2:00pm - 2:50pm
Coolidge

2:00pm

Expanding Your Implementation: A Real World Example (Part 2: Olivet Nazarene)
You have your first implementation down. You have been trained on the best practices for expansion. But every institution is different, and things don’t always go as planned. As Kenny Rogers said, “You have to know when hold ‘em, and know when to fold ‘em”. Elica Wilson of Olivet Nazarene has realized a great deal of success in department expansion, and she will share stories, tips and change management insights for improving your collaboration efforts.

Speakers
EW

Elica Wilson

IT Office support, Olivet Nazarene
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Monday March 11, 2019 2:00pm - 2:50pm
Eisenhower

2:50pm

Afternoon Break - Discovery Hall Open
Monday March 11, 2019 2:50pm - 3:10pm
TBA

3:10pm

Softdocs R&D Overview
In the never ending pursuit to deliver more Etrieve features and at a quicker pace for our customers, this session will provide a behind the scenes look at the processes, progress, and experimentation the Softdocs' development team explored over the past year and what they learned through the process.

Speakers
avatar for Mark Metze

Mark Metze

Development Manager, Softdocs


Monday March 11, 2019 3:10pm - 4:00pm
Roosevelt

3:10pm

An Introduction to Etrieve Flow
Join us for an introductory session all about Etrieve Flow, our easy-to-use workflow designer. A Softdocs’ system expert will walk through how you can automate simple and complex business processes, increasing workflow visibility while reducing workflow bottlenecks.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Monday March 11, 2019 3:10pm - 4:00pm
Hoover

3:10pm

Etrieve Forms & Forms Builder
Learn everything there is to know (not really, but still a lot!) about Etrieve Forms and Forms Builder from one of Softdocs’ system experts. This hands-on session is a great way to explore what’s possible with our next-generation e-forms and administration console.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Matt Ligon

Matt Ligon

Softdocs


Monday March 11, 2019 3:10pm - 4:00pm
Coolidge

3:10pm

Automations - Easing Organization and Processes
From the automatic linking of documents to the initiation of workflows, our Automations feature standardizes and expedites how content is managed and organized. During this session, you’ll see specific examples of how Automations applies to daily tasks and business process needs, making Etrieve Content even more impactful.

Speakers
avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs


Monday March 11, 2019 3:10pm - 4:00pm
Eisenhower

4:10pm

Etrieve Cloud - Understanding the Value
Providing unique security benefits, while also freeing up on-premises resources, cloud-based software deployments are proving to be a great choice for institutions of all types and sizes. This session covers the value and importance of cloud-based deployments and how to determine if they’re the best fit for your institution.

Speakers
avatar for Lide Winburn

Lide Winburn

Cloud Architect, Softdocs
avatar for Andrew Daniel

Andrew Daniel

VP, Corporate Strategy, Softdocs


Monday March 11, 2019 4:10pm - 5:00pm
Roosevelt

4:10pm

Etrieve Security 101
See how Etrieve keeps your data safe from prying eyes and scheming cybercriminals. This session reviews the security considerations which factored into Etrieve’s design and structure, as well as centralized authentication and other cybersecurity advantages of Etrieve.

Speakers
avatar for William Scalf

William Scalf

Softdocs
avatar for Dale Fowler

Dale Fowler

Business Solutions Consultant, Softdocs
Etrieve Content, Central, Security | Hiking, Canoeing, sports or anything else that is important to you.


Monday March 11, 2019 4:10pm - 5:00pm
Hoover

4:10pm

Finance Fast Track - Getting Back to Business
Many institutions are choosing to revolutionize their handling of everyday finance operations by leveraging Softdocs’ solutions. This session provides quick tips for managing invoices, receipts and other correspondence, as well as how to introduce paperless AP processing, drastically reducing turnaround for orders and requests.  

Speakers
avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs


Monday March 11, 2019 4:10pm - 5:00pm
Taft

4:10pm

Advanced Forms
For those already familiar with Etrieve Forms, this hands-on session serves as a deep dive into the full capabilities of our browser-based electronic forms solution. Covering everything from an integrated HTML designer to Form History, this session takes an in-depth look at Etrieve Forms.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Caitlyn Lambdin

Caitlyn Lambdin

Technical Services Consultant, Softdocs
Flow, forms and workflow
avatar for Matt Ligon

Matt Ligon

Softdocs


Monday March 11, 2019 4:10pm - 5:00pm
Coolidge

4:10pm

Migration Best Practices
Learn what it takes to migrate information stored in Doc e or competitive solutions to our Etrieve Platform. This session reviews best practices and considerations that will help ensure any future migration goes as smoothly and as quickly as possible. 

Speakers
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs


Monday March 11, 2019 4:10pm - 5:00pm
Eisenhower

6:30pm

Dinner: Evening entertainment & meal
Monday March 11, 2019 6:30pm - 10:00pm
Seely Pavilion
 
Tuesday, March 12
 

7:30am

Breakfast
Tuesday March 12, 2019 7:30am - 8:30am
Grand Ballroom B

8:30am

Bridge in the Morning
Tuesday March 12, 2019 8:30am - 9:00am
Grand Ballroom A

9:00am

Doc e serve - Did you know it could?
Doc e Serve is a perfect complement to the extensive functionality of the Etrieve platform. This session provides an overview of Serve’s capabilities, as well as a high-level review of best practices and configuration tips for more efficient creation and distribution of content. 

Speakers
avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs


Tuesday March 12, 2019 9:00am - 9:50am
Roosevelt

9:00am

10 Things You Didn't Know
This session is all about uncovering new and possibly surprising ways to view or utilize Etrieve Content, Etrieve Forms and Etrieve Flow. Gain new insights about Etrieve that are sure to help you revitalize your institution’s implementation of Content, Forms or Flow. 

Speakers
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →
PW

Peter Woodward

Business Solutions Consultant, Softdocs


Tuesday March 12, 2019 9:00am - 9:50am
Hoover

9:00am

Customer Story - Birmingham City Schools
Have you ever filled out the wrong form and had it returned? What to do now? Why, delete it of course! In this session, you will learn how to give your users the ability to delete returned forms that are now clogging their inbox. The method shown here will allow users to eliminate unneeded forms by simply adding a new user account, group, role and some workflow routing … greatly enhancing their user experience.

Speakers
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
PS

Patricia Smith

Birmingham City Schools
avatar for Michael Kortman

Michael Kortman

Senior Accountant, Birmingham City Schools


Tuesday March 12, 2019 9:00am - 9:50am
Room 5

9:00am

Etrieve Content
Spend some time with Etrieve Content in this hands-on session led by a Softdocs system expert. We’ll be reviewing different ways to leverage Content at your institution, reshaping how you manage documents and information.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs


Tuesday March 12, 2019 9:00am - 9:50am
Coolidge

9:50am

Mid-Morning Break
Tuesday March 12, 2019 9:50am - 10:10am
TBA

10:10am

Add-on Capabilities
Going beyond document management, e-forms and workflows, this session looks at the additional capabilities of the Etrieve platform by exploring available plug-ins and modules. Do you know everything that Etrieve can do? 

Speakers
avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Tuesday March 12, 2019 10:10am - 11:00am
Roosevelt

10:10am

Etrieve Forms Builder Overview
Explore the ins-and-out of Form Builder as a Softdocs’ system expert walks you through how to create, modify and deploy dynamic HTML forms that are mobile-ready. This session reveals how to utilize Forms Builder fully, with no coding required. 

Speakers
avatar for Matt Ligon

Matt Ligon

Softdocs


Tuesday March 12, 2019 10:10am - 11:00am
Hoover

10:10am

Admissions/Registrar - General Processes
From application imports to transcript evaluations, there are many processes within Admissions and Registrar departments that make student processing easier. This session highlights the primary benefits of Etrieve within these departments, and provides an outlet for open discussion of attendee ideas, concerns and success stories. 

Speakers
ES

Emily Smith

Softdocs
avatar for Dale Fowler

Dale Fowler

Business Solutions Consultant, Softdocs
Etrieve Content, Central, Security | Hiking, Canoeing, sports or anything else that is important to you.


Tuesday March 12, 2019 10:10am - 11:00am
Taft

10:10am

Etrieve Flow
Do you know Flow? Either way, this session is sure to teach you a few new things about workflow automation. Led by a Softdocs system expert, this session gives attendees hands-on training using our interactive, workflow designer, Etrieve Flow.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.


Tuesday March 12, 2019 10:10am - 11:00am
Coolidge

10:10am

Lookups - The Value in the Data

Lookups are a collection of key fields used to organize, process and simplify the searching of documents stored in Etrieve. This session presents a broad overview of Lookups, demonstrating specific uses and setup scenarios that can expand your current Etrieve implementation.

Speakers
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs
avatar for Jason Philips

Jason Philips

Lead Systems Analyst, Softdocs, Inc.


Tuesday March 12, 2019 10:10am - 11:00am
Eisenhower

11:10am

Etrieve Content's Option Groups, Document Access Rules and more
There are some features of Etrieve Content, that once understood, will prove invaluable in improving your processes. This session reviews Etrieve Content features like Option Groups, which assist with tree structure, Document Access Rules, which grant user access based on pre-determined rules, and more!

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs


Tuesday March 12, 2019 11:10am - 12:00pm
Roosevelt

11:10am

Introducing Softdocs Certification
This session officially kicks-off the Softdocs Advanced Training and Certification program. Learn about the curriculum and requirements for becoming a Softdocs Certified workflow engineer, system administrator or project professional. 

Speakers
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →


Tuesday March 12, 2019 11:10am - 12:00pm
Hoover

11:10am

K-12 Professional Development Data Tracking – Mountain Ed
Continuous professional development isb k considered a crucial factor for improving teacher and school quality. Due to constant changes in teachers’ requirements, state mandates, and innovations within the field of education, it is necessary to securely and efficiently track this development plan data. Charter schools in Georgia not only record such goals and plans, but require supervisors to track teacher progress throughout the year, include year-end recommendations, and send to the state at the end of the year.
Mountain Education had previously used a state software but the system was very cumbersome. In an effort to consolidate all their forms and workflows into one central location and create a process that could be easily completed by end users, they decided to expand their use of Etrieve into the Professional Learning process

Speakers
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
ES

Elisabeth Shaw

Mountain Education Charter School


Tuesday March 12, 2019 11:10am - 12:00pm
Taft

11:10am

Etrieve Security & Administration
Get to know Etrieve Security, the centralized security and authentication tool for all applications within the Etrieve platform. This session grants hands-on time using Etrieve Security, as a system expert walks attendees through how best to use this tool in safeguarding their institutions’ data.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
PW

Peter Woodward

Business Solutions Consultant, Softdocs
ES

Emily Smith

Softdocs


Tuesday March 12, 2019 11:10am - 12:00pm
Coolidge

11:10am

Managed Services Overview
From applying system updates and patches to the management and monitoring of your Softdocs’ implementation, managed services can help lighten the load placed on in-house IT departments. Join us as we review the value and breadth of managed services.

Speakers
avatar for Billy Smith

Billy Smith

Softdocs
avatar for Kristen Wilson

Kristen Wilson

Project Manager, Softdocs


Tuesday March 12, 2019 11:10am - 12:00pm
Eisenhower

12:00pm

Lunch
Tuesday March 12, 2019 12:00pm - 1:00pm
Blue Ridge

1:10pm

Etrieve Reports Overview
Offering in-depth reporting and customizable visualization of Etrieve managed data, Etrieve Reports is a self-service reporting tool that unlocks a wealth of analytical data for institutions utilizing Etrieve. This session introduces Etrieve Reports and explores what it offers to institutions like yours.

Speakers
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs
PW

Peter Woodward

Business Solutions Consultant, Softdocs


Tuesday March 12, 2019 1:10pm - 2:00pm
Roosevelt

1:10pm

Building a Student Scorecard – Pepperdine University
Determining the most appropriate students for specific programs can be a challenge. Pepperdine has produced an application leveraging the flexibility of Etrieve Forms and the power of Etrieve Integrations. Applicants are given a score based on certain criteria assigned to their program, and determinations is made using their final score. With a technical slant, this session will demonstrate this unique Etrieve application and how institutions can develop similar programs. DISCLAIMER: Due to concerns over the exact nature of how the scorecard works, a generic scorecard will be presented.

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.


Tuesday March 12, 2019 1:10pm - 2:00pm

1:10pm

Etrieve Forms & Forms Builder
Learn everything there is to know (not really, but still a lot!) about Etrieve Forms and Forms Builder from one of Softdocs’ system experts. This hands-on session is a great way to explore what’s possible with our next-generation e-forms and administration console.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Matt Ligon

Matt Ligon

Softdocs


Tuesday March 12, 2019 1:10pm - 2:00pm
Coolidge

1:10pm

Beyond Connect - Overview of API Capabilities
Etrieve has been built from the ground up to tightly integrate with ERPs and third-party solutions. Possessing an open architecture and key integration points, Etrieve provides institutions with many integration possibilities, which this session explores in-depth.  

Speakers
avatar for Jamie Pearson

Jamie Pearson

Enterprise Architect, Softdocs


Tuesday March 12, 2019 1:10pm - 2:00pm
Eisenhower

2:10pm

Etrieve Connect - Ethos & Beyond
Defining how existing solutions should communicate with Etrieve, Etrieve Connect provides robust and secure integrations with ERP’s and other third-party applications. This session explores multiple use-cases for Etrieve Connect and examines how data is securely shared across applications.

Speakers
avatar for David Smith

David Smith

Applications Architect, Softdocs


Tuesday March 12, 2019 2:10pm - 3:00pm
Roosevelt

2:10pm

From Migration to Successful Expansion – A Pepperdine University Case Study
From vendor analysis to transition from Nolij, hear firsthand how Pepperdine navigated through a successful migration process and is now expanding its application. After selecting Etrieve as their new ECM solution, Pepperdine completed an extensive initial migration lead by the Softdocs team. Overcoming a few challenges and successfully creating department/user buy-in, they have since completed multiple migrations, lead primarily by the Pepperdine team. Their next project? Employee Onboarding. Hear about this true Etrieve success story that is just getting started!

Speakers
avatar for Dan Stitely

Dan Stitely

Technical Solutions Consultant, Softdocs
avatar for Reyn Oyadomori

Reyn Oyadomori

Pepperdine University
avatar for Billy Smith

Billy Smith

Softdocs


Tuesday March 12, 2019 2:10pm - 3:00pm
Hoover

2:10pm

Forms and Flow – Putting Them Into Action with William Jewell
Moving to electronic forms with an automated workflow has its obvious benefits – reduction of manual data input and paper; centralized storage and automated distribution of information; improved accuracy; self-service efficiencies; and shorter turn-around time. (Just to name a few). But once you start to implement, the ideas for actionable returns begin to multiply. William Jewel embraced the use of Etrieve’s forms and flow, creating significant advantages just within their add/drop procedure. Join them in their journey as they discuss this process and the expansions they are taking into campus housing applications, room check-ins and even parking violation forms.

Speakers
avatar for Nancy Erwine

Nancy Erwine

Associate Registrar/Data Analyst, William Jewell
avatar for Carrie Stradella

Carrie Stradella

Applications Developer/Analyst, William Jewell
LG

Lan Guo

William Jewell


Tuesday March 12, 2019 2:10pm - 3:00pm
Taft

2:10pm

Advanced Forms
For those already familiar with Etrieve Forms, this hands-on session serves as a deep dive into the full capabilities of our browser-based electronic forms solution. Covering everything from an integrated HTML designer to Form History, this session takes an in-depth look at Etrieve Forms.

NOTE: Adding this to your schedule does not ensure a spot in this session. Seats will be first come first serve.

Speakers
avatar for Caitlyn Lambdin

Caitlyn Lambdin

Technical Services Consultant, Softdocs
Flow, forms and workflow
avatar for Matt Ligon

Matt Ligon

Softdocs


Tuesday March 12, 2019 2:10pm - 3:00pm
Coolidge

2:10pm

Continuous Deployment - Cloud
Leveraging Microsoft Azure, Etrieve Cloud offers institutions unique advantages that are simply not possible with an on-premises deployment of the Etrieve platform. This session explores the value of cloud-base deployments, how Etrieve Cloud works and what it means to institutions utilizing Softdocs’ solutions.

Speakers
avatar for James Cobb

James Cobb

Softdocs
avatar for Lide Winburn

Lide Winburn

Cloud Architect, Softdocs


Tuesday March 12, 2019 2:10pm - 3:00pm
Eisenhower

3:00pm

Afternoon Break - Discovery Hall Open
Tuesday March 12, 2019 3:00pm - 3:25pm
TBA

3:15pm

One-on-One Consultations - Discovery Hall
Tuesday March 12, 2019 3:15pm - 5:30pm
TBA

5:00pm

Free time & dinner on your own
Tuesday March 12, 2019 5:00pm - 11:00pm
TBA
 
Wednesday, March 13
 

7:30am

Breakfast
Wednesday March 13, 2019 7:30am - 8:30am
Grand Ballroom B

8:30am

Bridge in the Morning
Wednesday March 13, 2019 8:30am - 8:45am
Grand Ballroom B

8:45am

Town Halls
Wednesday March 13, 2019 8:45am - 10:15am
TBA

10:15am

Mid-Morning Break
Wednesday March 13, 2019 10:15am - 10:30am
TBA

10:30am

Closing Session
Wednesday March 13, 2019 10:30am - 11:30am
Grand Ballroom A

1:00pm

Boot Camps
There is limited capacity for boot camps. In order to reserve a space attendees MUST register through Eventbrite. Register Here

  • Etrieve Basics with Dale Fowler & Lena Mason
  • Etrieve Admin with Drew McCollum & Steve Ostrovsky
  • Etrieve Forms Builder & Design with Matt Ligon & Robert Gunning
  • Etrieve Flow Admin with  Jason Pfaehler & Caitlyn Lambdin
Please Note: Adding boot camps to your Sched DOES NOT reserve your spot. Spots for boot camps are only guaranteed through Eventbrite registration.  

Speakers
avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs
avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Caitlyn Lambdin

Caitlyn Lambdin

Technical Services Consultant, Softdocs
Flow, forms and workflow
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →
avatar for Matt Ligon

Matt Ligon

Softdocs
avatar for Dale Fowler

Dale Fowler

Business Solutions Consultant, Softdocs
Etrieve Content, Central, Security | Hiking, Canoeing, sports or anything else that is important to you.


Wednesday March 13, 2019 1:00pm - 5:00pm
TBA