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iDatix HORIZONS User Conference

End-user Track

About Dr. Charles Lowery

“Charles is a talented psychologist who gives practical, humorous, down-to-earth approaches to business communication, understanding relationships, and life.” - Zig Ziglar -

Charles S. Lowery, Ph.D. is president and CEO of Lowery Institute for Excellence, Inc., a non-profit educational organization. Dr. Lowery’s diverse background includes private practice, college professor, management consultant and corporate motivator. Charles’ unique style of humor, encouragement, and motivation has made him one of the most sought after speakers in the country.

What’s New with iSynergy 3.9?

An in depth walk through of the new features and changes to the iSynergy suite of products. With demonstrations of some of the key features add to iSynergy, including Revision control and tracking, Application Permissions, and ScanDox. This session will help you begin you planning to expand your installations to take advantage of the new features and gain productivity and additional control over your solutions.

Presented by Steve Allen, CEO

iLink Integrations

The iLink Integration presentation will give an overview of the techniques used to integrate iSynergy into an existing workflow via iLink. Sample integrations with ACT!, QuickBooks, and Salesforce.com will be detailed. Additionally, advanced topics such as Anchor Group specification, regular expression extraction, labeled web extraction, and server based links will be discussed.

Presented by Mark Schabacker (Developer) and John Ibbitson (Sales Engineer)

Enslaving SQL - Advanced Data Integration Techniques

Address solutions to data integration problems that cannot be handled by iSynergy out-of-the-box and learn techniques to enslave SQL to make it work how you need it to.

It empowers the attendees with tools to overcome system integration obstacles by introducing them to the following database manipulation technologies:

Microsoft Access
* Easy linking to ODBC data sources
* Simple programming interface
* Easily join multiple tables using Queries
* Create documents from data using Reports

Database Views
* Combining data from multiple tables

Advanced Recognition and Indexing

This user session will involve advanced configuration techniques in order to solve everyday Indexing scenarios. The session will follow two paths: the use of TIFF images in recognition templates and the use of PDF files. At this point you will observe how to use Full Text indexing in order to build a catalog of all the text available on a document for searching in the iSynergy interface.

Solving Business Problems with Progression

Software is only as good as its application. Without understanding the cause of certain business problems and having a way to troubleshoot them, any software implementation is doomed to fail.

iDatix has developed a tried-and-true implementation process and has successfully optimized hundreds of processes for our clients.

In this session, we will demonstrate processes we've put in place, should put in place or will put in place in general enough terms to relate to the attendees as a whole, but specific enough to show real solutions.

Presented by Jeremy Case (Implementation Specialist)

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