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Trends & Best Practices [clear filter]
Monday, March 11
 

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

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

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

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

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
 
Tuesday, March 12
 

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 Dan Stitely

Dan Stitely

Technical Solutions Consultant, Softdocs
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs


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

11:10am

Managed Services Overview
From applying system updates and patches to the management and monitoring of your Softdocs deployment, 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 from Softdocs, and discuss how we can better assist you.

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

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

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