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visionary summit

contact:
gearup@interwoven.com

GearUp 2008
San Francisco, CA

GearUp 2009
San Antonio, Texas
April 22-24, 2009
Pre-Register



Friday Track Sessions

Daily Schedules
Wednesday, April 25, 2007
Thursday, April 26, 2007
Friday, April 27, 2007
Time Track Presenter Title & Abstract
10:00 AM - 10:50 AM Business Solutions Andy Zavattero, Manager, Web Strategy, TransUnion &
Steve Wooledge, Director of Product Marketing, Interwoven

Delivering Real Value by Optimizing Your Online Business

As companies increasingly look to grow top-line revenues, the effective management of a dynamic and relevant Web channel is taking on significant importance. In this session, TransUnion, a global leader in credit and information management, will share details about how they are transforming their online business from a static, one-size-fits-all brochure, to a dynamic and engaging, sales and marketing engine. Leveraging TeamSite and LiveSite, TransUnion has re-launched their brand online, and is planning to roll out dozens of global and regional Web sites to support key business initiatives. Come learn about the challenges, the solution, ROI, and how they are poised to capitalize on future opportunities with an agile business solution.
10:00 AM - 10:50 AM Technology Solutions Neil Araujo,
Vice President, Professional Services Industry Solutions, Interwoven
Beyond WorkSite 8: Our Roadmap for Addressing the Growing Needs of Information Management

WorkSite 8, the standard for document management in the professional services industry, continues to evolve to adapt to the changing needs of organizations. New regulations, organizational policies, e-mail proliferation and changes in the way individuals access information all influence current and future releases. In this session, hear and see how these influences are resulting in tangible solutions for your organization -- today and tomorrow.

10:00 AM - 10:50 AM Technology Solutions
Track B
Kelly Tirman, VP of Content Management, Bank of America &
Tom Wentworth, Director of Content Solutions, Interwoven


Key Learnings from One of the Most Trafficked Web sites in the World

As one of the largest financial institutions in the world, Bank of America relies on their Web sites to increase customer satisfaction, capture and convert high value customers, and grow the business. Today they are #1 in online banking, #1 in online bill pay, one of the 15 most visited sites, and one of the stickiest sites on the Web. During this session, Bank of America will share some of their biggest challenges and key takeaways from rolling out content management in order to empower business users to manage content on www.bankofamerica.com. You don’t want to miss this!

10:00 AM - 10:50 AM Developer / IT Administration A Patrick Corey, Mgr Engineering, Interwoven Worksite MP Application Designer

WorkSite MP 5.0 introduces a new level of control, configuration, and customization with the WorkSite MP Application Designer. Learn what options are available to configure the out of the box forms, build new forms for specific applications and document types, build scripting behind the forms, and create a compelling business user experience for the WorkSite MP Office, Outlook, and Notes integration clients.
10:00 AM - 10:50 AM Developer / IT Administration B Vijayakumar Kothandaraman, Principal Engineer Manager, Interwoven OpenDeploy Unleashed

Are you fully utilizing the power of OpenDeploy? Expand your usage of OpenDeploy and go beyond basic deployments. This session will provide an overview of the rich feature set of OpenDeploy such as performance throttling, multi-instance management, ControlHub add-on module, concurrency management, out-of-the-box adapters, SNMP monitoring, remote upgrade, web services and more. Also learn about use cases for OpenDeploy such as web application release management and portal data and configuration propagation.
Time Track Presenter Title & Abstract
11:00 AM - 11:50 AM Business Solutions Gary Maganaris, Director of Application Services, Pillsbury Winthrop Shaw Pittman LLP;
Aaron Rangel, Sr. Product Mgr, Interwoven

E-Mail Management: Building A Comprehensive Strategy

From the board room to the records room, managing email has taken center stage as the single biggest challenge IT departments need to address. During this session we will unfold key learning from the email management implementation at Pillsbury Winthrop, Shaw, Pittman and their approach to building a comprehensive strategy to addressing the challenge. Additionally, you will see how E-Mail management requirements are driving Interwoven solution advances to enable organizations to better manage this growing wave of correspondence.   

11:00 AM - 11:50 AM Technology Solutions Susan Emery, Senior Product Manager, Interwoven &
Kurt Bullard, Director of CDM, Interwoven

Managing and Optimizing your Content Lifecycle with Interwoven WorkSite MP

Learn about the essential new capabilities for managing and optimizing your content lifecycle via collaboration, document management and business process management. Take a deep dive into three key areas of how WorkSite MP 5.0 tames your content issues: 1) Document Types for customer invoices, contract management, pitch books/research materials for deal management, 2) Media Add-on for document-centric initiatives and processes such as marketing collateral and support procedures, and 3) Search for improved document retrieval across the document repository.


11:00 AM - 11:50 AM Trends Driving Growth & Innovation Srikant Sharma, Sr. Director, Global Capital Markets The Billion-Dollar Bottleneck – Automating Operations in Financial Services

Today, financial services organizations are faced with more challenges than ever. The ongoing need to ensure and improve efficiency is putting enormous strain on the operations of financial services organizations. To add to this, the growing complexity, volume and diversity of global financial services is increasing operational risks. The result is a push for automating complex internal processes and workflow. This session will explore the issues and solution areas for addressing this critical challenge of how to automate and streamline financial services operations.
11:00 AM - 11:50 AM Developer / IT Administration A Aaron Rangel, Sr. Product Manager, Interwoven

Gettting Ready for WorkSite 8.5

Worksite 8.5 is the next major release of the WorkSite. This release will deliver many new compelling features around search, email management, and more effective management of an electronic matter file. This session will explore what it will take to upgrade to this new version.
11:00 AM - 11:50 AM Developer / IT Administration B Bill Cuan, Sr. Mgr, Engineering, Interwoven;
Mariam Tariq,
Sr. Product Mgr, Interwoven;
Annie Weinberger, Sr. Product Mktg Mgr; Interwoven;
Mridul Sarkar, Technical Lead, Interwoven
OpenDeploy and CAP Birds of a Feather Session

Mariam Tariq will lead a discussion with Interwoven OpenDeploy Engineers and OpenDeploy administrators. This session will feature in-depth discussions about functionality and customizations. Attendee's will be divided into groups to discuss separate issues in more detail with each other and with Interwoven experts.
Time Track Presenter Title & Abstract
12:20 PM - 1:10 PM Business Solutions Glenn Bair, Senior Project Manager - Provider eServices, Aetna;
Matt Morrow, Manager, NPS NCO Claim & Call Policies, Aetna
Anthony Wilson, Director, Client Services, Molecular &
Ian McClure, Director of Product Marketing, Interwoven


Improving Customer Support with Collaborative Document Management

Collaborative Document Management supports business applications across the enterprise.  This session showcases Aetna's Customer Support lifecycle management scenario for internal customer support / customer self-service policies and procedures.  We will review best practices in CDM to handle a controlled distribution across the organization - how to build collaboration, compliance, security, and brand consistency into your business content processes


12:20 PM - 1:10 PM Technology Solutions Neil Etheridge
Sr. Sales Engineer, Interwoven

Interwoven Practice Support:
New Business Intake and Conflicts Management

By providing new business intake, workflow and conflicts management in a single application, Interwoven Practice Support provides a fully integrated approach for addressing the process of opening new matters and engagements. This, combined with the power of specially designed interfaces, out of the box integration with common professional service enterprise applications and sample workflows offers the opportunity for rapid deployment to a variety of organizations. In this session see how Interwoven Practice Support comes together to deliver a complete and unique solution to new business intake and conflicts management to simplify what is normally a time intensive process.

12:20 PM - 1:10 PM Technology Solutions
Track B
Brian Meek, Director of Product Marketing, Interwoven &
Jason Berkin, Strategic Solution Architect, Interwoven

Strategic Brand Management - Focusing on Content

For marketing executives, the Web has evolved from "yet-another communications channel" to become the foremost representation of companies, their products and their brands. Likewise, the role of content management has evolved from that of a tactical tool for managing one channel, to that of a strategic resource for global brand management. This session examines why effective content management fuels the growth of brand equity and outlines best practices for realizing this goal.

12:20 PM - 1:10 PM Developer / IT Administration A Ciff McBride,
Director ECM Integration, Interwoven

Using the Content Integration Module to Simplify Connectivity between Interwoven Products

This sesstion will discuss how Content Integration Manual 1.0 will enable:

  • Using MetaTagger to analyze WorkSite MP documents and provide metadata assignment to automated categorization in a knowledge space taxonomy and using XSLT to map MetaTagger metadata to a set of WSMP updates.
  • Publishing WSMP documents to TeamSite workflows. The WSMP end user can easily initiate a “publish” action on a WSMP document that results in the file being copied to TeamSite and invoking a TeamSite workflow.
12:20 PM - 1:10 PM Developer / IT Administration B Philippe Billard, Air France;
Sunil Menon, Product Manager, Interwoven; Eben Miller, Product Marketing Manager, Interwoven; Sherrill Packebush,UI Designer, Interwoven
Web Content Management Birds of a Feather
(2 hr. Session)


This special extended session is intended to drive lively discussion and provide in depth information about upcoming releases. Phillipe Billard from Air France will discuss the exciting ways they are using TeamSite. Eben Miller will discuss the overall vision behind Customer Experience, and Sherill Packerbush will give a sneak peak into the next generation of TeamSite 7 with a deep dive and discussion about new user features.
Time Track Presenter Title
1:20 PM - 2:10 PM Business Solutions

Thaddeus Bouchard - Chief Technology Officer, Omtool; Mehdi Tehranchi - Founder & COO, Notable Solutions; Ed White - Product Manager , eCopy; Phil Mount - Business Partner Development Manager, HP Imaging & Printing Group, Hewlett Packard; Richard Smith - Senior Manager, Strategic Alliances, Ricoh; Brenda Ivey, Director of Client Services, DocAuto; & Neil Araujo, Vice President, Professional Services Industry Solutions, Interwoven

Moving Paper to the Electronic File:
Best practices and solutions for imaging with Worksite

Moving paper documents to the electronic file can drive huge efficiencies, provide productivity improvements and support your business continuity strategy, while at the same time addressing long-term physical storage costs. Matter-centric working provides the ideal framework to move paper to the electronic file by easily mapping and storing imaged documents into the proper matter file. During this session we present a panel of imaging solutions that represents the broad spectrum of achievable capabilities for scanning directly to the electronic file. The panel will discuss:
a) The key trends in imaging today
b) The various approaches for integrating imaging with WorkSite
c) Selecting the imaging solution that best fits your requirements

1:20 PM - 2:10 PM Technology Solutions Tracy Askam, Senior Product Manager, Interwoven & Michael Snow, Solution Engineer, Interwoven

Unlocking the Value of Digital Assets with Interwoven MediaBin

Here’s an opportunity to see the extensive range of MediaBin capabilities, learn about what's new in MediaBin v4.6, and consider how enterprise Digital Asset Management benefits a business and fosters growth. This session will include a demonstration and plenty of technical details.
1:20 PM - 2:10 PM Trends Driving Growth & Innovation Lyndon Burrell, Sr. Marketing Manager, Professional Services Vertical Markets, Research In Motion &
Mark Jackson,
Sr. Product Mgr, Interwoven

Enablement of a Mobile Workforce

Today’s workforce is becoming increasingly mobile, and advances in technology over the past few years are enabling business professionals to work efficiently anywhere at anytime. Workers are no longer tied to their desktop, working remotely on laptops, and even when mobile using handheld wireless devices. In this session we will explore the ‘latest and greatest’ technologies, how firms are benefiting from mobile technology, and the impact on the overall information practices of a firm with mobile professionals.

1:20 PM - 2:10 PM Developer / IT Administration A Joseph Davis, McCarter & English, LLP Deploying WorkSite in a Thin Client Environment

In their effort to centralize and to have better control over the desktop, many organization are choosing to move a completely thin client model.  Learn how you can easily deploy WorkSite 8 in a thin client environment such as Citrix.
1:20 PM - 2:10 PM Developer / IT Administration B Philippe Billard, Air France;
Sunil Menon, Product Manager, Interwoven; Eben Miller, Product Marketing Manager, Interwoven; Sherrill Packebush,UI Designer, Interwoven
Web Content Management Birds of a Feather
(2 hr. Session continued)


This special extended session is intended to drive lively discussion and provide in depth information about upcoming releases. Phillipe Billard from Air France will discuss the exciting ways they are using TeamSite. Eben Miller will discuss the overall vision behind Customer Experience, and Sherill Packerbush will give a sneak peak into the next generation of TeamSite 7 with a deep dive and discussion about new user features.