We would like to cordially invite you to our ISIS Open House 2010
from May 23 to May 25 in the ISIS Competence Center, Southlake, Texas.

OASIS is a not-for-profit consortium that drives the development, convergence and adoption of open standards for the global information society, with emphasis in Web services, security and e-business, as well as support for the public sector and application-specific markets. Founded in 1993, OASIS has more than 5,000 participants representing over 600 organizations and individual members in 100 countries, including ISIS Papyrus.

Content Management Interoperability Standards (CMIS) and Implications
Mr. Robin Cover, Director of Information Services at OASIS, is a recognized expert in the field of structured information standards who will provide an overview of CMIS, the ratification of CMIS Version 1.0 as an OASIS Standard and the technical and business use implications for practitioners and users of ECM systems. He will also share perspective on the evolving landscape for ensuring open access to information, relevant standards and applications conforming to Web Architecture best practices.

The reality of Business Process Management shows that it is very difficult to top-down analyze and simulate business processes and link them to key performance indicators in a continuous improvement cycle. ‘Measure to Manage’ optimization is counterproductive to improvement and innovation. The dynamics of economy require a self-organizing structure that is resilient to fast changes through its ability to adapt. Only empowered actors can use their intuition and experience for productive action. The Adaptive concept of the Papyrus Platform can unlock the creative powers of your people and innovate any process or case management work, without the need for complex development projects. Deployed on PCs, the Web and mobile devices Papyrus will provide transparent, yet secure collaboration and communication.

Speaker: Max J. Pucher - Chief Architect ISIS Papyrus

• Papyrus standard software components
• Business applications
• ECM, CRM, BPM, EAI

Gaining a competitive edge through fast development of personalized documents with campaign and message content created by the business user. Dependency on IT is reduced and consistency is ensured across the enterprise spanning all output channels.

• Centralized resource collection and administration of all document elements (data, text, logic)
• Business users deliver message content efficiently with reduced dependency on IT
  
• A central repository manages user authorization, versions of text, variants of languages, change management and processes
  
• Corporate design and identity with consistent ‘look and feel’ on all output channels
  
• Text and content compare

Experience live how the Papyrus EYE Widgets empower the business user with business-centric letter design and reduced dependency on IT. Documents are linked to business data with Adapters such as MQ or SOAP or Typemanagers connecting to databases while enabling the management of the related business process.

Focused applications:

• Serial letter/mass mailing
  
• Dynamic reporting
  
• Business letters
  
• Marketing campaigns / transpromo

Learn about:

• User authorization and auditing
  
• Automatic resource distribution across the network
  
• Letter process/workflow and rule definitions
  
• Central bundling and output management
  
• Seamless delivery to all output channels, print, e-mail, Web and iPhone

The AXA Group supports and advises 80 million individual and business clients around the world by responding to their insurance, personal protection, savings, retirement and financial planning needs throughout their lives. With more than 200,000 employees and presence in more than 50 countries, AXA is committed to providing quality products, service and innovation and achieved 80% client satisfaction in 2008. AXA Life and Savings represents 58% of the company’s business, offering a wide range of personal and group insurance policies that include retirement savings, personal protection and health coverage.

Correspondence is the hub of every customer relationship
Mr. Kemmerich, acting as the Leader IT-Steering Department, will share practical experiences from AXA’s successful end-to-end customer communications with Papyrus Objects. Since first implementing Papyrus more than 10 years ago, AXA has extended the platform to 2,000 business users who manage a diverse set of automated and ad-hoc claims correspondence as well as batch document generation and processing to deliver and maintain excellence in service and support for its valued life and health policyholders. Discussion will include AXA’s use of end user business correspondence, document design and formatting, and fully automated print job and output management.

Processing claims in shorter cycles leads to better customer service and reduced cost

• Distributed scanning and classification of incoming mail
  
• Incoming and outgoing case-relevant documents saved and stored to virtual case file (e-mails, photos, reports, legal/court documents)
  
• Automatic or manual updates to case file overview, status and checklist with latest activity and data
  
• Optimization of liability process using business rules, ad-hoc activity and user-trained agent
  
• Integrated letter writing (cancellation letter, notification of claim, etc.) in a browser or fat client application for the claim worker and insurance agent
  
• Efficient central output management for all case-related correspondence

Monitors and speeds up the complete contract process from the creation and sign-off to the final completion due to integrated end-to-end process. Optimization of important processes for the total contract lifecycle:

• Contract creation / agent or direct customer?
  
• Linking to the case-letters, documents, scanned pictures, e-mails and videos, etc.
  
• Contract document generation – electronic forms
  
• User authorization and compliance
  
• Contract author uses approved contract content
  
• Collaboration – multiple people can work together on a single case
  
• Delivery to agent or direct to customer

• Application completed in the front office at the branch or online via Web form
  
• Scanned identification documents are linked to the case
  
• Credit assessment and identification check
  
• Application approved or denied
  
• Creation of account opening documents
  
• Delivery to the agent or direct to the customer
  
• Automatic recognition of signed documents and linking them with the case

Discuss with the ISIS Papyrus management and solution architects:

• Translating company goals into a technology strategy that consolidates ECM, CRM and BPM
  
• Optimizing your investment by building an agile communication platform of the future
  
• Discuss the requirements for the business user graphical interface (GUI)
  
• Integrating inbound and outbound business communication as a business need

• Consolidating business communication on one platform
  
• Loose coupling of document application with data from CRM and ERP
  
• Advantages closing the inbound and outbound loop
  
• The automated document factory (ADF) spanning print, e-mail, Web and archive
  
• Flexibility and security using dynamic process optimization and monitoring

Claims letters, customer care letters, investment portfolio, retirement plan review, credit risk analysis, sales reports and more. Templates move through development stages to test before being made available to the business user (i.e., customer relationship manager) in production.

Using a single approved template, the business user can request:

• Report/letter generation for a specific customer to customize interactively by entering text and data variables in specifically defined areas and sign-off
  
• Batch production of reports to be manually enhanced and completed
  
• Batch production of reports to automatically deliver them without user interactivity
  
• On-demand / online report generation
  
• Integration with business data through adapters
  
• Integrated multi-channel output management

Papyrus Adaptive Case Management is a collaborative process of assessment, planning, facilitation and advocacy for options and services. Case management is about receiving information, delivering the right information to the right people at the right time and having the correct processes in place so that timely actions can speed resolution. Examples: Opening or closing account, underwriting, handling claim, negotiating contracts, moving, applying for loan, requesting permit.
Key areas addressed:

• Consolidating different task management platforms and services
  
• Creating tasks, assigning of tasks and checking completion of tasks
  
• Service tasks and user tasks
  
• Consolidating business communication by integrating inbound with outbound
  
• Multi-channel delivery

Wyndham Vacation Ownership is the world’s largest developer and marketer of the flexible, points-based vacation ownership products. Wyndham Vacation Ownership offers a diverse and extensive portfolio of more than 150 vacation ownership resorts throughout the United States, Canada, Mexico, the Caribbean and the South Pacific. The company’s flexible, points-based model provides our more than 800,000 owners with an allocation of points to use towards vacations at the company’s many resorts.

Optimizing compliance with contract management
As Sales Documents Director for the Office of the General Counsel, Mrs. Deering will outline the various ways that Wyndham Vacation Ownership utilizes ISIS Papyrus products to generate sales documentation. The discussion will explain the use of Papyrus Designer to help streamline contract production and delivery for multiple states and countries across 82 different locations, enabling fast, accurate and efficient reviews among authorized business users to ensure corporate and regulatory compliance and maintain customer confidence and satisfaction.

Manufacturing and trade organizations have high volumes of varying goods delivered by many different suppliers. Manage, control, monitor and automize processes from the point of entering an order to delivery and payment with optimization potentials including:

• Reduction of manual classification of incoming mail
  
• Consolidating departmental requirements for access to volume discounts, order quantities and shipping efficiencies
  
• Monitoring actual goods received
  
• Preventing payment duplication
  
• Deadline and supply chain management

Optimizing Print and Mail – Archiving and Customer Care

To implement an automated document factory (ADF) that executes end-to-end document process management, tracks and monitors jobs across platforms and output channels can be a difficult task – unless you have Papyrus!

• Potential significant savings in printing equipment and postage
  
• Job management across printers and other output channels whether print/fax/e-mail/archive
  
• Savings achieved by bundling documents into one envelope (PrintPool)
  
• Short-term and long-term archiving with integrated customer care