• slidebg1
    Papyrus Software US Open House and User Conference 2018
    The FOCUS is always on YOU!
    NEW Keynote Insights
    NEW Presentations and Demos
    NEW Discussion topics
    NEW Customer Case Studies
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    ISIS Papyrus Open House and User Conference 2018
    A Golden Opportunity!
    Executive-level Idea Exchange
    Effective Face-to-Face Meetings
    Focused Presentations of New Solutions
    Efficient access to Top-level Consultants
    Direct Discussions with your Peers
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    ISIS Papyrus Open House and User Conference 2018
    With the industry's brightest minds in one room there is always something to learn.
    Enjoy the relaxed elegance of the Opening Gala Event.
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    ISIS Papyrus Open House and User Conference 2018
    Real-world Customer Case Studies
    Real-world project expectations
    Real-world documents and processes
    Real-world performance analytics
    Real-world reviews and projections
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    ISIS Papyrus Open House and User Conference 2018
    YOUR questions answered
    YOUR solution demoed
    YOUR project discussed
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    ISIS Papyrus Open House and User Conference 2018
    Management Circle Seminar
    Executive Exchange
    Strategic Discussions
    Planning the Future
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    ISIS Papyrus Open House and User Conference 2018
    Viennese charm,
    Business and Networking
    at the same place and time,
    this happens only at the ISIS Papyrus Open House!
    Detlef Zeger, SV SparkassenVersicherung

Dear Ladies and Gentlemen,

I would like to formally invite you to attend our annual Open House and User Conference on Oct. 21-23 in Southlake, TX.

This event gives you the opportunity to engage face-to-face with your peers, hear exciting presentations, and see break-through product showcases. We are also excited to present you with live demos and new product solutions. In addition to the suddenly popular machine learning functionalities, which we have had in our software since 2009, a primary discussion topic in 2018 focuses on the opportunities of Digital Transformation (DT).

Content creation and content capture are key functionalities of Digitalization in an Omni Channel world and a component of DT. Beginning with images, the need for Digital Transformation leads to voice and finally video. The final step is to embed these capabilities in an application environment that supports goal-oriented processes between a business, its partners and customers.

The business world has yet to adopt much of these capabilities, and only one third of businesses have Digital Transformation projects in plan. The immense complexity and requirements around compliance and data security make Digital Transformation a difficult task. These barriers are the primary targets for our new product Papyrus Converse, along with its simplicity in creating business-driven digital experiences while using business language and natural language rules to make compliance a natural part of the Digital Transformation.

We look forward to seeing you at the Open House and User Conference!

Thank you and best regards,

Annemarie Pucher, CEO

Hot Topics

Omni Channel Business Engagement

Customers use three or more channels when contacting companies. This demands a new business model moving beyond disconnected, multichannel communication to offer Omni Channel engagement with real time back office integration for enhanced customer experience and streamlined operations. The consistency of the message is ensured by end-to-end integrated, seamless customer communications across the customer journey.

Corporate design and approval including Blockchain

Corporate design is enforced and manually generated communications restricted to using pre-approved templates, layouts and resources. Changes to documents are quick, easy and cost effective, passing through an approval process in the award-winning Papyrus Change Management.

Preferred channel delivery

Communication is delivered to each individual in their preferred channel and language. This channel could be an e-mail, WebChat, snail mail, SMS, social or phone. Whichever channel is used is integrated in a single solution to give your sales and customer service agent visibility of all customer contacts and current status, so queries can be resolved quickly and correctly.

Reporting and Monitoring

All channels are presented in a unified view to understand which communication has taken place (outbound/inbound) and which channel was used, even when crossing channels in parallel conversations. Monitoring and reporting tools provide evidence that communications get delivered in a timely manner and identify problems at the earliest point in a conversation.

Omni Channel Communication

Digital Business Correspondence – Human Workflow – Collaboration

Business First is an important concept when implementing a new global business communication solution. A powerful digital approach allows for business creativity and flexibility in multi-lingual product offerings, plus pricing and placement of promotional content across all lines of business. Invoicing customers can be per adhoc request, moving from paper to email and Webportal to avoid payment delays, applying GDPR/EU-DSGVO.

Seamless across physical and digital

Business documents are a critical step in connecting your traditional and digital business channels. It sounds so simple, yet it’s hard in practice to be effective when delivering documents and messages to your customer-preferred channel in an Omni Channel world.

Single Source for Print, PDF and HTML

Creating and managing business documents for physical and digital can be an expensive nightmare. The Papyrus single source document administration is here to help! Document layouts and building blocks are created only once by business teams and reused across templates for e-mail/HTML, Mobile, Web, PDF and AFP print – achieving efficiency, corporate design, precision and quality. How cool is that!

Transforming your Online Business Channel

Doing business online is a critical element of your organization’s existence – it connects you faster and conveniently to customers, prospects and partners. Digital business transformation now demands that we ensure operational support for this external activity, increasing emphasis on how we deliver on the promise of digital business via the online channel.

Inbound mail automation

Digitizing and intelligently extracting data from incoming documents and messages in structured and unstructured formats including hand written information is a key strength of Papyrus Software. State-of-the-art machine learning technology utilizes pattern recognition to increase accuracy and efficiency of data capture.

Machine Learning

Training machines to recognize documents and messages and to continuously optimize data capture is a remarkable technology that increases efficiency. But what really improves business capability is a process solution that learns over time what your knowledge workers do within a case when a certain document arrives or a particular state is recognized - or when an exception is encountered.

Robotic Process Automation and Chatbot

Process flow diagrams for the Customer Journey are often too rigid in the modern business world. Machine learning is the huge differentiator, and the key innovation is the Papyrus ‘User Trained Agent’ (UTA) that supports each customer individually. The UTA empowers the business user with interactive process discovery and pattern recognition capabilities. Papyrus can capture and classify an incoming document, automatically trigger the appropriate process/case, assign goals based on rules and suggest a rated ‘best next action’.

Incident Management / Ticketing

Most customer service solutions cannot keep up with today’s customer engagement requirements. Customers want to experience a fast and correct response the first time using their preferred communication channel. Papyrus Ticketing helps companies to deliver satisfying and accurate services with increased employee productivity – a new way to customer engagement excellence.

Campaign Management

The Papyrus ACM-based collaboration platform for campaign management earned the highest honors for digital transformation excellence, agility and high value creation. Creative Services Teams are driving the creation, modification and administration of a large number of marketing and regulated materials with more than 60 media types in nearly 30 languages and more efficient approval cycles to guarantee quality and compliance.

Business Solutions for Mobile

Enterprise mobility means providing native applications on all leading mobile devices. Users are able to communicate, take actions, track events, send requests and receive notifications with direct back office connectivity and interfacing with existing CRM, BPM, ERP and database systems – even when out of the office.

Highlight: Product Launch - Papyrus Converse

Experience a mind-shift. This revolutionary new product will help you build business applications for a fraction of the cost and time. Cut years of development down to months and get your ideas to execution through configuration and adoption.

Low Code – Business Language – Conversational User Interface – Natural Language Rules

As always a fantastic innovative event.
Very thought provoking. Taking a lot of good ideas away with me.
Gary Robinson, Technical Team Leader, RR Donnelley Global Document Solutions, UK

Preview Videos

Get a first taste of demos and presentations at the Open House 2018

2018 Open House and User Conference Open House Agenda

Monday, October 22 - Sessions

8:30 am

Welcome with coffee

9:00 am

Keynote: Under The Covers of Digital Transformation
Speaker: Max J. Pucher - CTO Papyrus Software

In addition to the suddenly popular machine learning functionalities, the primary subjects of discussion in 2018 are the opportunities of Digital Transformation (DT). Little is however being said about how to actually achieve it in a reasonable time frame. Content creation and content capture are the key functionalities of Digitalization and a component of DT. From image the path leads to voice and video as Digitalization needs. The final step is to embed these capabilities in an application environment that supports goal-oriented processes between a business, its partners and customers. Max J. Pucher will take you for a look under the covers of DT.

10:00 am

Omni Channel Business Engagement
Speaker: Annemarie Pucher – CEO Papyrus Software

Excellence in Omni Channel support is the ultimate goal achieving an outstanding customer experience.

  • Engaging with both traditional and digital clients on one digital platform
  • Striving to move beyond disconnected multichannel communications (inbound/outbound)
  • Allowing for real-time messaging and integration with existing applications
  • Digital business in real time with e-Signature
  • Live Chat/Chatbot/Social/Web/Mobile interfaces

10:30 am

Networking coffee break

11:00 am

Smart unified document design for physical and digital channels

A strategy to effectively consolidate customer documents for print and digital, achieving efficiency and a ‘One Company - One Voice’ customer communication.

  • Best practices for creating highly personalized and consistent cross-channel business documents
  • Single unified design for print, PDF and HTML reusing content building blocks across formats
  • Inclusion of videos, graphics, charts, personalized messages and promotions
  • Empowerment of business teams to create, extend and maintain templates, layouts, content and rules
  • Migration from MS Word and other PC document formats

11:45 am

Preferred channel delivery with feedback loop

Powerful Postprocessing capabilities and the Automated Document Factory help you to move beyond disconnected multi-channel communications and lets you control your print and e-delivery operations.

  • Best practices transforming from paper to digital
  • Collect output in the Pool, bundle and augment each page with channel specific information
  • HTML5/PDF/SMS/e-mail/mobile, printing considerations and available solutions
  • Monitoring and reporting across e-mail, WebPortal, printing and archiving

12:15 pm

Sharing Experiences: Bill Alward, Senior Professional and Expert, Pennsylvania Dept. of Revenue
e-CORR Roadmap

Electronic CORRespondence is unique yet similar regardless of your environment. All documents have value whereas electronic documents facilitate communication. Really, why the big hype…? What might it mean to you…? When and how can you engage…?

12:45 pm


2:00 pm

Case Study: Mobiliar Insurance
Modern business correspondence using a Wizard on browser and tablet

Experience a new “dual-level approach” with a process-driven working style.

  • Clerks create documents by simply answering prompted questions
  • Connected WebServices provide required data on the fly
  • Multi-lingual business staff works in their language of choice
  • Selected delivery channels: local print by the clerk, exported as PDF or e-mail and fax

2:30 pm

Campaign Management with Targeted Messaging

Creative business teams plan a campaign that stretch across multiple channels. They create the marketing content as text, image or video building blocks and define rules for including such content into highly personalized data-driven business correspondence per e-mail and paper.

  • Creating personalized marketing messages
  • Integration with data and definition of rules for the Campaign
  • Delivery management (e-mail, SMS, portal, Mobile, paper)
  • Tracking, monitoring and reporting with feedback loop (bounced, clicked, opened)
  • Campaign performance analytics

3:00 pm

Integrating with existing applications and legacy

Simplified integration, interoperability and connectivity asks for a SOA handshake integration agreement, platformindependent, loosely coupled between the enterprise business application and the Papyrus platform.

  • File and messaging Adapters
  • Native integration with databases
  • Integration with 3rd party archiving systems
  • Integration with existing hardware and software

3:30 pm

Networking coffee break

4:00 pm

Management Circle Seminar – Demo stations – Workshops

Tuesday, October 23 - Sessions

8:30 am

Welcome with coffee

9:00 am

Product launch: Papyrus Converse
Freddie van Rijswijk, Senior Manager Business Applications, Papyrus Software

9:30 am

Automate and digitize inbound mail channels

Manage all your inbound channels by one single definition and by events, routing mail through the steps of classification, recognition and data extraction to validation and distribution to users in different departments.

  • Supervised learning and continuously improving the intelligent data capture
  • User-trained, multi-channel Inbound Capture
  • Integration with existing hardware, software and applications
  • System monitoring and auditing

10:00 am

Content Management with human workflow and collaboration

Knowledge workers need all information at their fingertips when processing a case. Customer service and call centers must find, view, send and possibly resend information. WebPortal access to documents and e-mail utilize the short-term archive to control, monitor real-time, responsive communications with back-office user integration.

  • Short-term and long-term archiving via distributed depots
  • Drag-and-drop or directly scan into Archive
  • Automatic indexing for full-text search
  • Archiving of complete case, annotations and comments
  • E-delivery, Mobile and Cloud support

10:30 am

Networking coffee break

11:00 am

Incident Management / Ticketing Framework Solution

A ticket can be a reported issue, a question, an inquiry, a defect or a change request processed over a period of time to achieve a solution or any other type of complex activity before being ‘completed.’ The out-of-the box Papyrus Ticketing framework is fast to implement, adaptable and configurable, and unlike alternatives provides your customer the Omni Channel communication experience.

  • A unified single user interface with a 360-degree view of the ticket case for higher productivity
  • Adaptive processes for exception handling
  • Ticket cases can have related tickets or dependent sub-tickets, all accessed directly from the displayed ticket

11:30 am

Innovation in Adaptive Case Management

See the full range from straight-through processes through dynamic processes to completely unstructured processes driven by rules and ad-hoc content arrival, such as scans, e-mails, PDFs, and mobile content.

  • On-boarding, recruitment, time management, work task management, lead management
  • Adaptive and goal-oriented business processes supporting exception handling
  • Enhanced quality and speed of customer service case resolution
  • Collaboration and knowledge work
  • Desktop, Browser, Mobile, Cloud

12:00 pm

Business Applications on Mobile

The ‘Mobile workplace’ business initiatives reflect a growing reliance on smartphones and tablets. Learn about best practices for going mobile, plus real-world success stories and cautionary tales.

  • Which business segments benefit most from a mobile application?
  • Mobile backend as a service (MBaaS)
  • Integration with existing legacy applications and security

12:30 pm

Analyst Session - Forrester Guest Speaker
Low-Code Development Platforms: An Overview and Future

John Rymer, Vice President, Principal Analyst serving Application Development & Delivery Professionals, Forrester Research

1:00 pm


2018 Open House and User Conference

The Management Circle Seminar contains inspiring interdisciplinary topics
and connects discussions in a relaxing atmosphere.

This seminar is dedicated to enterprise management and directors who like to exchange experience and ideas with their peers on strategic IT subjects. The Papyrus Software Executives will present four short presentations including different perspectives of important current and future IT topics and how you can leverage more of your current Papyrus investment. This will lead into a moderated, interactive communication exchange and later open discussion.

The Digital Document – from physical to digital

Paper loses its relevance as primary media, and digital communication moves to the foreground. Many businesses felt a new sense of urgency to digitize paper-based inbound and outbound processes in 2017. Nevertheless, the adoption to digital is slow, and companies often cling to their paper-based processes. A digital document solution needs tools to unify document design across all output formats. It also means organizational adoption, empowering business users to successfully leverage smart document design capabilities and e-delivery channels.

The Digital Enterprise – Business processes in the digital age

The digitalization continues to bear the challenge for corporations to analyze, adopt, optimize or even define new business models, strategies and processes. This discussion is about the impact of the digital transformation on corporate strategy and business process, and highlights the importance of the digital process and communication infrastructure to ensure a sustainable ability to compete.

Building Business Applications - A mind-shift is needed

Building business applications can be a long and expensive nightmare. Often they never make it into production. This makes a change of design approach that adapts rather than enforces a necessity. Years of development must be cut down to months for a fraction of the cost. A Digital Business Platform must use new approaches to define, plan and execute business applications that are governed and described within the business architecture based on business language. Business rules are critical to channel the effort of business users toward objectives and reduce risk by ensuring compliance. Discuss the change in design approach, shaping new solutions, and how this will impact the business.

Managed Content Services – an Evolution is here

Every enterprise today depends on, uses and exchanges a significant amount of information. Think about it: Proposals, contracts, presentations, invoices, orders, reports, daily correspondences, e-mails, chat, video, voice and more – much of what exists in both paper and digital form. Optimizing the workflows around an enterprise’s content is increasingly critical to reducing cost and streamlining business processes. General data protection regulation (GDPR) and many daily business challenges exist in finding, updating, sharing and tracking important records and can create a significant risk for a company’s security.

Moderated by industry experts:

  • Bill Alward – Senior Professional, Pennsylvania Dept. of Revenue
  • John Rymer – VP, Principal Analyst, Forrester Research
  • Max J Pucher – CTO, Papyrus Software

Monday, October 22 - Management Circle Seminar

4:00 pm

Discussion: The Digital Document – from physical to digital

5:00 pm

Discussion: The Digital Enterprise – Business Processes in the Digital Age

Tuesday, October 23 - Management Circle Seminar

2:00 pm

Discussion: Building Business Applications – A mind shift is needed. Moderated by Forrester guest speaker John Rymer

3:00 pm

Discussion: Managed Content Services – an Evolution is here

An exciting event, full of surprises. An opportunity
to solve all queries and listen to all new features.
Toula Yiapatou, Systems Analyst, CYTA - Cyprus Telecom

Communication with your customers spans across all areas of business activity. This means managing multiple inbound and outbound channels and integrating data from multiple business applications. Content becomes an essential part of the context in customer engagement.

Monday, October 22 - Workshops & Labs

4:00 pm

Business Correspondence Framework Solution

  • Data interface definition
  • Template, content, rule creation
  • Central resource management for corporate fonts and images
  • Change management – from development to production
  • Sign-off, text and content compare

5:00 pm

ACM Process and Case Management

  • Learn the fundamentals of case setup
  • Define event-driven Business Processes
  • Use ACM framework solution on desktop, Mobile and Cloud
  • Integrate Correspondence and Inbound Capture into process-driven business applications

5:00 pm

Brainstorming Session
Discuss with Papyrus Software management and solution architects:

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

Tuesday, October 23 - Workshops & Labs

2:00 pm

Output Management – Omni Channel print and e-delivery

  • Bundle and sort outbound mail in the central pool
  • Learn how to further automate document delivery and save cost
  • Setup delivery rules, allow for feedback loop and reporting
  • Experience how documents are optimized with channel specific content at time of delivery

3:00 pm

Incoming Mail – Capture, manage, distribute and archive

  • Intelligent classification, content extraction and automated distribution
  • Archiving - short-term, long-term, search
  • Self-learning with user-trained processes
  • User-supported ‘Lasso’ functionality
  • Embedding Inbound mail into Case Management
  • Archiving - short-term, long-term, search

You are cordially invited: Golf and Gala Dinner

Open House Opening Event: You are cordially invited to join us for the annual Papyrus Software Open Golf Tournament on Sunday starting at 1:00 pm, followed by our traditional Gala Dinner.

A shuttle bus to the events will be provided for guests staying at the conference hotel.

General Information

Conference Location

ISIS Papyrus Solutions and Competence Center Southlake
301 Bank St
Southlake, TX 76092


To register for the Papyrus Software Open House and User Conference 2018, please register online: www.isis-papyrus.com/register-OHUS


Papyrus Software will provide lunch on both conference days at the Papyrus Software Solutions and Competence Center.


Participation at the Open House and User Conference and the Management Circle Seminar is free of charge. Registration is required.

Conference Hotel

We will provide a shuttle bus to the opening events on Sunday and to the Papyrus Software Solutions and Competence Center on Monday and Tuesday from the conference hotel.

Hilton Southlake Town Square
1400 Plaza Place
Southlake, Texas 76092
T: (817) 442-9900 or (800) HILTONS (800-445-8667)
Group Name: Papyrus Software
Group Rate Code: PAS021
Booking link

For more information please contact:

Cari Rhodes
ISIS Papyrus America, Inc.
301 Bank St
Southlake, TX 76092

Phone: 1-817-416-2345

E-mail: events.us@isis-papyrus.com