This track focuses on the benefits of Enterprise Content Management (ECM) in the financial services sector—banking, insurance and brokerage industries. Compliance, collaboration and improved business processes are just of few of the benefits for organizations using Livelink and IXOS technologies.

Workshops & Courses
 Monday November 15, 2004
  All Day    U-TR-227 Records Management Configuration & Administration
  All Day    U-TR-700 Developing An Organizational Deployment Strategy
 Monday November 15 and Tuesday November 16, 2004
  All Day    U-TR-440 Architecture & Security Workshop
  All Day    U-TR-215 Performance Workshop
 Tuesday November 16, 2004
  All Day    U-TR-711 Governance Workshop
 
Breakout Sessions
 Wednesday November 17, 2004
  11:00-11:20    DEM2876 Records Management, Discovery and Litigation Support with Livelink
  11:00-11:45    CAS2908 Nature vs. Nurture: Usability Research and Planning at Capital One
  11:25-11:45    DEM2895 Livelink Enterprise Server 9.5
  12:00-12:20    DEM2874 SEC 17A Compliance
  12:00-12:45    CAS2916 Benefits of E-mail Archival - A Customer Experience with IXOS Suite for Exchange Archiving
  12:00-12:45    CAS2993 Livelink and IXOS Integration at Siemens Financial Services
  12:00-12:45    PAR2952 Solutions for Compliance from Open Text and BearingPoint
  12:25-12:45    DEM2873 Livelink for Corporate Governance & Livelink Internal Controls
  3:45-4:05    DEM2875 Open Text Solutions for E-mail Management
  3:45-4:30    PAR2953 Corporate Governance Solutions: Deloitte and Open Text
  4:10-4:30    DEM2894 Effective Corporate Training and Verification with Livelink Eloquent Media Server
 Thursday November 18, 2004
  11:00-11:45    CAS2985 Collaborative Tax Preparation Across Geographies at MphasiS
  11:00-11:45    ASK2975 Successful Records Management Implementations
  11:00-11:25    DEM2896 Livelink Enterprise Server 9.5
  11:25-11:45    DEM2885 Livelink for Accounts Payable - PeopleSoft
  12:00-12:45    CAS2937 Streamlining HR Processes at Barclays Bank
  12:00-12:45    CAS2915 The Overwhelmingness of Compliance
  1:00-1:20    DEM2887 Livelink for Production Document Management
 
Product Exhibits
 
  Pod E2    Livelink for Corporate Governance & Livelink Internal Controls
All companies today face the difficult challenge of operating in an increasingly risky and regulated environment. The key to success is to effectively manage these risks and thier mitigating controls to ensure compliance with increasingly stringent regulations. Timely corporate disclosures, financial reporting, executive certifications, supporting audit due diligence, and complaints handling are burdened with enormous risks if documents and review processes are not carefully managed. Livelink Internal Controls is a module option for our core Livelink Enterprise Server application. It uses the Committee of Sponsoring Organizations (COSO) framework as a reference model to integrate and organize standard components into a single platform, which effectively addresses the range of activities required to govern an enterprise today.
  Pods F1 and F2    E-mail Archiving and Compliance
Open Text's comprehensive set of solutions for E-mail archiving and E-mail related compliance - including the SEC 17 a 4 compliance solutions - is on show at this booth. We are also showcasing our world-leading automatic email classification capabilities and you will have the opportunity to help to steer the future direction of this exciting and dynamic capability.
  Pod L1    Livelink for Production Document Management/BPM
Traditional scenarios like accounts payable, claims processing or complaint management are process driven document related use cases. These examples stand for many vertical and horizontal business problems which show the need to manage content and processes together. See how Livelink for Production Document Management in combination with Business Process Management (BPM) supports the creation and management of document life cycles as well as the document related business processes.
  Pod L1    Livelink for Production Document Management/ERM
Demo the capture, archiving and distribution of mainframe and ERP application report output data. An increased demand for this functionality has been driven by compliance requirements as well as applications such as statement presentment, sales reporting, report distribution and customer service.
  Pod L1    Livelink for Accounts Payable - PeopleSoft
Open Text demonstrates the ability to increase Return on Investment for an ERP system, by leveraging the BPM capabilities of Open Text. See how Open Text can improve your Accounts Payable Process by reducing data entry time, automating Non-PO invoice approval process, and managing the invoice exception process.
  Pod C2    eLearning Platform Suite
At this pod, we can find out more about Open Text's eLearning solutions, including Livelink Eloquent Media Server technologies, and Livelink Skills Management.
  Booth 24    Deloitte
  Booth 5    eCopy, Inc.
  Booth 8    Formark
  Booth 6    Hitachi Data Systems®
  Booth 16    Kofax
  Booth 13    Momentum Systems, Inc.
  Booth 12    Surety
 
Post Conference Events
 Friday November 19, 2004
  8:00-12:00    Financial Services Community Workshop
Focusing on our customers' use of our collaboration and compliance solutions the Financial Services Community Workshop provides advanced insight into Open Text products and related technologies. Panel discussions led by users help you learn about the current products and enable you to provide input directly to Open Text for future enhancements and product direction. The workshop launches our Community of Practice enabling you to network, exchange ideas, and share best practices and lessons learned with each other. There are opportunities to meet key Open Text employees and learn additional ways to use Open Text technologies in insurance and financial services. Please contact your account representative to register.
 
Please note, this Agenda is subject to change.

Financial Services
Published: Tue Feb 01 16:03:13 2005