DocuWorld Partner Conference 2024 Houston, TX

Agenda

Below is a quick overview of the agenda, general session speaker timing, and detailed descriptions of the breakout sessions. Be sure to click below on the date so you can see session listings by the day.
May 16-17, 2024
  • DAYS
  • HOURS
  • MINUTES
  • SECONDS

Agenda Overview

For complete agenda details, please use the conference app.

Wednesday, May 15 – Pre-Event Day

  • 6:30 p.m. – Diamond Club 2024 Celebration Dinner – bus departure time (Invitations will be sent directly to Diamond Club Members)

Thursday, May 16 – Day 1

  • 8:00 a.m. – 11:30 a.m. General Session
  • 1:00 p.m. – 4:30 p.m.   Breakout sessions including Sponsor sessions
  • 6:00 p.m. – Night of Champions – bus departure time for Partner Dinner Celebration at The Stampede

Friday, May 17 – Day 2

  • 8:30 a.m. – 12:00 p.m. Breakout sessions
  • 12:00 p.m. – 1:00 p.m. Grab-and-go or sit-and-network lunch

General sessions

General Session
Welcome to DocuWorld 2024
Michael Gale
Vice President Sales US / Canada
Thursday
May 16, 2024

8:05-8:15 a.m.
Legends Ballroom
General Session
President's session: State of the business
Max Ertl
President, DocuWare Group
Thursday
May 16, 2024

8:15-8:35 a.m.
Legends Ballroom
General Session
President's session: Shaping tomorrow's DocuWare
Dr. Michael Berger
President, DocuWare Group
Thursday
May 16, 2024

8:35-8:55 a.m.
Legends Ballroom
General-Session
President's session: Better together: Our success is your success
Jim Roberts
President, DocuWare Corporation
Thursday
May 16, 2024

8:55-9:15 a.m.
Legends Ballroom
General Session
Getting ready for the self-service buyer
Thomas Gröhl
Vice President Marketing
Thursday
May 16, 2024

9:15-9:35 a.m.
Legends Ballroom
General Session
Product session: Tomorrow starts now
Rene Fischer
Vice President Product
Thursday
May 16, 2024

10:20-11:20 a.m.
Legends Ballroom

Sponsors sessions

Introducing Intuitive dashboards for DocuWare

Intuitive for DocuWare is a pre-integrated BI solution designed specifically for DocuWare. Come along to find out how to visualize the data in your DocuWare process automation systems using Intuitive Dashboards.

Roger Stocker
CEO, Intuitive Business Intelligence
Thursday
May 16, 2024

1:00-1:45 p.m.
Champions Room 2
Supercharge Your Document Capture Solution with Ricoh Document Scanners

Ricoh documents scanners, formerly sold under the Fujitsu brand, have been the industry’s most trusted scanner lineup for over 30 years. Our latest hardware and capture software products are the perfect match for your DocuWare solution! Come and learn about the latest scanner models that feature innovative, industry-first technology that combine with our margin enhancement programs to give you the ultimate capture offering! The session will be highlighted by a demonstration of our new high-speed scanner, the fi-8950, and PaperStream Capture software.

Scott Francis
Technology Evangelist
Thursday
May 16, 2024

1:45-2:30 p.m.
Champions Room 2
natif.ai, the AI boost for your DocuWare projects

Learn about the capabilities of natif.ai’s advanced AI technology and how it can capture, extract and process data from unstructured and hand-written documents to boost automation with DocuWare.

Johannes Korves
CEO
Matthias Hoefler
CRO
Thursday
May 16, 2024

3:00-4:30 p.m.
Champions Room 2

Sales (English) DAC Sessions

Sales (English) DAC Sessions
Accelerating dealership success: Insights from DocuWare Partner Executives in an Exclusive Panel Discussion

Executive session

Are you ready for a game-changing experience? Join our exclusive panel discussion featuring Partner executives as they share valuable insights on driving growth within dealerships through DocuWare. Discover firsthand the key strategies, challenges, and triumphs in expanding a DocuWare business within dealership environments from industry leaders who have successfully grown their businesses with strategic approaches and innovative solutions. Don't miss this rare opportunity to learn from the best and engage in powerful discussions with seasoned executives at the forefront of industry transformation.

Panelists:
  • Edward Steelman, Owner, Smart Technologies of Florida
  • Jason Ostendorf, VP of Software Solutions, Kelley Create
  • Erick Miller, Vice President of Technology Services, UBEO 
Kam Roshan
Regional Sales Director
Greg Loftus
Regional Sales Director
Thursday
May 16, 2024

1:00-2:30 p.m.
Founders 1
Sales (English) DAC Sessions
Strategic selling success: Proactive objection handling and efficient deal closures

Advanced session

Are you ready to close more deals and accelerate your sales process? Join our class to master proactive objection-handling strategies through effective discovery questioning. Gain the skills and insights you need to preemptively address concerns and navigate objections with ease. You'll learn to enhance the value for both parties and expedite the sales process.  

Justin Espinosa
Regional Sales Director
Jonathan Ernst
Regional Sales Director
Thursday
May 16, 2024

1:00-2:30 p.m.
Founders 2
Sales (English) DAC Sessions
Social media marketing mastery: Crafting content, navigating trends, and building a successful strategy

Base session

Join this hands-on training class to dive into the world of digital storytelling and community building. Discover how to craft compelling content, navigate trends, and leverage analytics to create an impactful online presence. You'll learn essential skills that will help you propel your brand to new heights and gain the competitive edge you need to succeed. As a bonus, come get a professional headshot included with class attendance! 

Requirement:  bring your laptop with either Chrome or Edge installed. 

Samina Sabir
Director Corporate Communications
Marcus Haugen
Sr. Social Media Specialist
Mike Reno
Regional Sales Director
Thursday
May 16, 2024

1:00-2:30 p.m.
Founders 3
Sales (English) DAC Sessions
Accounts Payable: Unveiling processes, practices, and strategic discovery skills

Base session

With accounts payable being the most frequent entry point into any company, are you ready to gain valuable insights into the accounts payable processes – regardless of the type of company or industry? Join our informative class to learn the fundamentals, discover common practices, and hone your ability to ask effective discovery questions tailored to accounts payable buyer personas.
Gain knowledge to confidently navigate the world of accounts payable with practical skills that will set you apart as a sales superstar. Open doors to new opportunities for success! 

Nicole Moody
Regional Sales Director
Brendan Smith
Channel Sales Manager

Thursday
May 16, 2024

1:00-2:30 p.m.
Founders 4
Sales (English) DAC Sessions
Inside the minds of top DACs: Strategies for running a successful business

DAC panel session

Are you ready to gain valuable insights from top DocuWare Application Consultants (DACs) on how to run successful businesses? Join this exclusive class to explore the effective strategies employed by some of the best DACs in the country. Learn from seasoned sales professionals and unlock the secrets to enhance your business acumen, positioning yourself to achieve greater success in your sales career. 

Panelists:
  • Mark Turner, Enterprise Solutions Specialist, RJ Young
  • Stig Robertson, Pre-Sales Engineer, Les Olson Company
  • Mike Franczyk, Director of Advanced Solutions, Metro Sales
David Reinert
Regional Sales Director
Partner DACs
Thursday
May 16, 2024

3:00-4:00 p.m.
Founders 1
Sales (English) DAC Sessions
DocuWare's introduction of Platform automation through DocuWare's Workflow Designer & Integration Platform as a Service iPaaS

Advanced session

Get ready for a transformative journey with DocuWare as we introduce you to our platform automation system. Envision the power of automation and explore the dynamic capabilities of our cutting-edge Workflow Designer and Integration Platform as a Service (iPaaS) to seamlessly integrate and enhance business processes. Join us in exploring the future of workflow automation, where innovative technology meets efficiency, and discover how DocuWare is shaping the landscape of digital transformation. It's an extraordinary opportunity to remain ahead of the curve and gain a competitive edge as we shape the future together.  

Alex Solliday
Sr. Sales Director
Billy Martin
Regional Sales Director
Thursday
May 16, 2024

3:00-4:30 p.m.
Founders 2
Sales (English) DAC Sessions
AI-Powered sales mastery: Revolutionizing your approach in the dynamic world of selling

Base session

Step into the future with us! In this class, you'll be introduced to the latest AI techniques that will become your most valuable allies in selling. It's easier than you think to expand your knowledge base and acquire new skills. Learn advanced tools designed to help you navigate industry-related questions, seamlessly engage with potential customers, and close more deals than ever before – and have fun doing it! 

Sarah Rose
Marketing Manager
Timothy Smajda
AI Empowerment Project Lead
Thursday
May 16, 2024

3:00-4:30 p.m.
Founders 3
Sales (English) DAC Sessions
Advanced accounts payable with hands on learning of DocuWare's preconfigured business solution for invoice processing

Advanced session

Are you ready to take your knowledge of accounts payable to the next level? Join this advanced, hands-on learning experience, as we further examine DocuWare's preconfigured business solution for invoice processing. Building on Nicole Moody's basic course on A/P here at DocuWorld, this advanced training will empower you by mastering innovative tools and techniques to streamline your invoice processing and optimize your financial workflows. Elevate your skills and conquer the intricacies of modern accounts payable practices with confidence. 

Nate Rowles
Regional Sales Director
Matt Taggart
Regional Sales Director

Thursday
May 16, 2024

3:00-4:30 p.m.
Founders 4

Technical (English) DSC Sessions

Technical (English) DSC Sessions
DocuWare 7.9: A comprehensive review, and DocuWare 7.10: Exploring what's new

Base session

This class explores DocuWare 7.9 from an implementation and support perspective, providing a comprehensive understanding of its functionalities and enhancements. Navigate deploying and supporting DocuWare 7.9 effectively, and seamlessly transition into the latest features in version 7.10. Gain practical insights, tips, and best practices to enhance your capabilities ensuring a smooth and optimized document management experience for your customers. 

Gary Sarlous
Training Manager

Thursday
May 16, 2024

1:00-2:30 p.m.
Champions 3
Technical (English) DSC Sessions
Mastering Integrations with DocuWare - building custom integrations using code

Advanced session

Hey there, tech wizards! Are you ready to harness the full potential of DocuWare through its Application Programming Interface (API)? Join us for this advanced session as we dive deep into the capabilities of DocuWare's API where you’ll learn how to build custom integrations. You'll gain a solid understanding of how to integrate, automate, and optimize your document management processes. With practical insights and hands-on learning, you'll leave with the skills you need to leverage the API like a pro, unlocking new dimensions of efficiency and customization within the DocuWare platform. 

Erik Blair
Team Leader Engineering

Thursday
May 16, 2024

1:00-2:30 p.m.
Champions 5
Technical (English) DSC Sessions
DocuWare Forms Excellence: Advanced Tables, Calculations, and Latest Enhancements

Advanced session

Get ready to discover the latest upgrades to DocuWare Forms during this session. Uncover the secrets of crafting efficient forms using best practices, advanced tables, calculations, and cutting-edge features. With DocuWare Forms, you can streamline your document management, reducing paper usage, and creating seamless front-end workflows that guarantee customer satisfaction and boost dealership sales. 

Aracelys Toribio
Technical Trainer

Thursday
May 16, 2024

1:00-2:30 p.m.
Champions 6
Technical (English) DSC Sessions
Developing efficiency: Unveiling DocuWare's latest preconfigured invoice processing business solution

Intermediate session

In this intermediate, specialized session, we'll guide you through the implementation of DocuWare's innovative preconfigured invoice processing solution. See what's new and learn the practical aspects of implementing preconfigured workflows for seamless approval routing and discover strategies for successful adoption of straight-through processing to expedite payments. Unlock the full potential for unparalleled efficiency in invoice processing. 

Bob Mutarelli
Solution Architect

Thursday
May 16, 2024

3:00-4:30 p.m.
Champions 3
Technical (English) DSC Sessions
Tech Essentials 101: Demystifying APIs, iPaaS, and no-code integrations

Base session

Are you new to the world of APIs and iPaaS? Join our exclusive introductory class and get ready to embark on a thrilling technical exploration, expanding your knowledge base. Discover the basics of APIs and iPaaS, gain insights into the functionalities of iPaaS, and learn about the importance of digital signatures, make.com, Power Automate, web services, and dialog validation services. Designed for tech newcomers, this class provides essential insights and knowledge to confidently navigate the world of modern digital connectivity. Don't miss out on this amazing opportunity to start your tech journey off on the right foot. 

Erik Blair
Team Leader Engineering

Thursday
May 16, 2024

3:00-4:30 p.m.
Champions 5
Technical (English) DSC Sessions
DocuWare workflow mastery: Exploring the latest enhancements and best practices

Advanced session

Join our advanced and comprehensive course, exploring the latest enhancements and best practices of DocuWare Workflow Manager. Develop mastery over the user-friendly drag-and-drop interface, acquire the skills to craft impactful automation workflows, and dynamically customize them for optimal information flow. Excitingly, DocuWare Workflow Manager now incorporates table matching through arithmetic expressions, providing greater flexibility and robustness to your line-item matching. This feature is particularly beneficial in minimizing common sources of errors and reducing additional effort during the digitization of invoices or other documents. From understanding workflow controllers to tracking decisions in the workflow history, this course empowers you to streamline processes, enhance collaboration, and elevate efficiency.

Chris Haines
Professional Services Team Leader
Juan Tenemaza
Professional Services Team Leader
Thursday
May 16, 2024

3:00-4:30 p.m.
Champions 6

Sales (English) DAC Sessions

Sales (English) DAC Sessions
What's new - Come learn about the version releases from 7.9 - 7.10

Base session

Join this training session to explore the latest features and enhancements in DocuWare versions 7.9 and 7.10. We'll dive deep into how to improve the Purchase to Pay Process, manage workflows more efficiently, handle day-to-day tasks, and stay up-to-date with technical changes. By the end of this session, you'll be fully equipped to maximize your document management experience with DocuWare's latest versions. Don't miss out on this amazing opportunity to keep ahead of the curve and elevate your sales game to new heights! 

Caleb Wolfe
Sr. Sales Director
William Weisman
Channel Sales Manager
Friday
May 17, 2024

8:30-10:00 a.m.
Founders 1
Sales (English) DAC Sessions
DocuWare's introduction of Platform automation through DocuWare's Workflow Designer & Integration Platform as a Service iPaaS

Advanced session

Get ready for a transformative journey with DocuWare as we introduce you to our platform automation system. Envision the power of automation and explore the dynamic capabilities of our cutting-edge Workflow Designer and Integration Platform as a Service (iPaaS) to seamlessly integrate and enhance business processes. Join us in exploring the future of workflow automation, where innovative technology meets efficiency, and discover how DocuWare is shaping the landscape of digital transformation. It's an extraordinary opportunity to remain ahead of the curve and gain a competitive edge as we shape the future together.  

Alex Solliday
Sr. Sales Director
Billy Martin
Regional Sales Director
Friday
May 17, 2024

8:30-10:00 a.m.
Founders 2
Sales (English) DAC Sessions
Social media marketing mastery: Crafting content, navigating trends, and building a successful strategy

Base session

Join this hands-on training class to dive into the world of digital storytelling and community building. Discover how to craft compelling content, navigate trends, and leverage analytics to create an impactful online presence. You'll learn essential skills that will help you propel your brand to new heights and gain the competitive edge you need to succeed. As a bonus, come get a professional headshot included with class attendance! 

Requirement:  bring your laptop with either Chrome or Edge installed.

Samina Sabir
Director Corporate Communications
Marcus Haugen
Sr. Social Media Specialist
Mike Reno
Regional Sales Director
Friday
May 17, 2024

8:30-10:00 a.m.
Founders 3
Sales (English) DAC Sessions
Accounts Payable: Unveiling processes, practices, and strategic discovery skills

Base session

With accounts payable being the most frequent entry point into any company, are you ready to gain valuable insights into the accounts payable processes – regardless of the type of company or industry? Join our informative class to learn the fundamentals, discover common practices, and hone your ability to ask effective discovery questions tailored to accounts payable buyer personas.
Gain knowledge to confidently navigate the world of accounts payable with practical skills that will set you apart as a sales superstar. Open doors to new opportunities for success! 

Nicole Moody
Regional Sales Director
Brendan Smith
Channel Sales Manager

Friday
May 17, 2024

8:30-10:00 a.m.
Founders 4
Sales (English) DAC Sessions
What's new - Come learn about the version releases from 7.9 - 7.10

Base session

Join this training session to explore the latest features and enhancements in DocuWare versions 7.9 and 7.10. We'll dive deep into how to improve the Purchase to Pay Process, manage workflows more efficiently, handle day-to-day tasks, and stay up-to-date with technical changes. By the end of this session, you'll be fully equipped to maximize your document management experience with DocuWare's latest versions. Don't miss out on this amazing opportunity to keep ahead of the curve and elevate your sales game to new heights! 

Caleb Wolfe
Sr. Sales Director
William Weisman
Channel Sales Manager
Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Founders 1
Sales (English) DAC Sessions
Strategic selling success: Proactive objection handling and efficient deal closures

Advanced session

Are you ready to close more deals and accelerate your sales process? Join our class to master proactive objection-handling strategies through effective discovery questioning. Gain the skills and insights you need to preemptively address concerns and navigate objections with ease. You'll learn to enhance the value for both parties and expedite the sales process. 

Justin Espinosa
Regional Sales Director
Jonathan Ernst
Regional Sales Director
Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Founders 2
Sales (English) DAC Sessions
AI-Powered sales mastery: Revolutionizing your approach in the dynamic world of selling

Base session

Step into the future with us! In this class, you'll be introduced to the latest AI techniques that will become your most valuable allies in selling. It's easier than you think to expand your knowledge base and acquire new skills. Learn advanced tools designed to help you navigate industry-related questions, seamlessly engage with potential customers, and close more deals than ever before – and have fun doing it! 

Sarah Rose
Marketing Manager
Timothy Smajda
AI Empowerment Project Lead
Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Founders 3
Sales (English) DAC Sessions
Advanced accounts payable with hands on learning of DocuWare's preconfigured business solution for invoice processing

Advanced session

Are you ready to take your knowledge of accounts payable to the next level? Join this advanced, hands-on learning experience, as we further examine DocuWare's preconfigured business solution for invoice processing. Building on Nicole Moody's basic course on A/P here at DocuWorld, this advanced training will empower you by mastering innovative tools and techniques to streamline your invoice processing and optimize your financial workflows. Elevate your skills and conquer the intricacies of modern accounts payable practices with confidence. 

Nate Rowles
Matt Taggart
Regional Sales Director

Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Founders 4

Technical (English) DSC Sessions

Technical (English) DSC Sessions
Seamless transition: Best practices for migrating DocuWare customers from on-premises to cloud

Base session

Join this exclusive class to learn a strategic and comprehensive approach to the migration process. Gain invaluable insights into best practices that will guide you through transitioning DocuWare customers smoothly from on-premises solutions to cloud environments. Our expert instructors will provide you with the knowledge you need to minimize disruptions, ensure data integrity, and maximize the benefits of cloud-based document management. 

Jennifer Jacobsen
Professional Services Team Leader

Friday
May 17, 2024

8:30-10:00 a.m.
Champions 2
Technical (English) DSC Sessions
DocuWare 7.9: A comprehensive review, and DocuWare 7.10: Exploring what's new

Base session

This class explores DocuWare 7.9 from an implementation and support perspective, providing a comprehensive understanding of its functionalities and enhancements. Navigate deploying and supporting DocuWare 7.9 effectively, and seamlessly transition into the latest features in version 7.10. Gain practical insights, tips, and best practices to enhance your capabilities ensuring a smooth and optimized document management experience for your customers. 

Gary Sarlous
Training Manager

Friday
May 17, 2024

8:30-10:00 a.m.
Champions 3
Technical (English) DSC Sessions
Mastering Integrations with DocuWare - building custom integrations using code

Advanced session

Hey there, tech wizards! Are you ready to harness the full potential of DocuWare through its Application Programming Interface (API)? Join us for this advanced session as we dive deep into the capabilities of DocuWare's API where you’ll learn how to build custom integrations. You'll gain a solid understanding of how to integrate, automate, and optimize your document management processes. With practical insights and hands-on learning, you'll leave with the skills you need to leverage the API like a pro, unlocking new dimensions of efficiency and customization within the DocuWare platform. 

Erik Blair
Team Lead Engineering

Friday
May 17, 2024

8:30-10:00 a.m.
Champions 5
Technical (English) DSC Sessions
DocuWare Forms Excellence: Advanced Tables, Calculations, and Latest Enhancements

Advanced session

Get ready to discover the latest upgrades to DocuWare Forms during this session. Uncover the secrets of crafting efficient forms using best practices, advanced tables, calculations, and cutting-edge features. With DocuWare Forms, you can streamline your document management, reducing paper usage, and creating seamless front-end workflows that guarantee customer satisfaction and boost dealership sales. 

Aracelys Toribio
Technical Trainer

Friday
May 17, 2024

8:30-10:00 a.m.
Champions 6
Technical (English) DSC Sessions
Seamless transition: Best practices for migrating DocuWare customers from on-premises to cloud

Base session

Join this exclusive class to learn a strategic and comprehensive approach to the migration process. Gain invaluable insights into best practices that will guide you through transitioning DocuWare customers smoothly from on-premises solutions to cloud environments. Our expert instructors will provide you with the knowledge you need to minimize disruptions, ensure data integrity, and maximize the benefits of cloud-based document management. 

Jennifer Jacobsen
Professional Services Team Leader

Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Champions 2
Technical (English) DSC Sessions
Developing efficiency: Unveiling DocuWare's latest preconfigured invoice processing business solution

Intermediate session

In this intermediate, specialized session, we'll guide you through the implementation of DocuWare's innovative preconfigured invoice processing solution. See what's new and learn the practical aspects of implementing preconfigured workflows for seamless approval routing and discover strategies for successful adoption of straight-through processing to expedite payments. Unlock the full potential for unparalleled efficiency in invoice processing. 

Bob Mutarelli
Solution Architect

Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Champions 3
Technical (English) DSC Sessions
Tech Essentials 101: Demystifying APIs, iPaaS, and no-code integrations

Base session

Are you new to the world of APIs and iPaaS? Join our exclusive introductory class and get ready to embark on a thrilling technical exploration, expanding your knowledge base. Discover the basics of APIs and iPaaS, gain insights into the functionalities of iPaaS, and learn about the importance of digital signatures, make.com, Power Automate, web services, and dialog validation services. Designed for tech newcomers, this class provides essential insights and knowledge to confidently navigate the world of modern digital connectivity. Don't miss out on this amazing opportunity to start your tech journey off on the right foot. 

Erik Blair
Team Lead Engineering

Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Champions 5
Technical (English) DSC Sessions
DocuWare workflow mastery: Exploring the latest enhancements and best practices

Advanced session

Join our advanced and comprehensive course, exploring the latest enhancements and best practices of DocuWare Workflow Manager. Develop mastery over the user-friendly drag-and-drop interface, acquire the skills to craft impactful automation workflows, and dynamically customize them for optimal information flow. Excitingly, DocuWare Workflow Manager now incorporates table matching through arithmetic expressions, providing greater flexibility and robustness to your line-item matching. This feature is particularly beneficial in minimizing common sources of errors and reducing additional effort during the digitization of invoices or other documents. From understanding workflow controllers to tracking decisions in the workflow history, this course empowers you to streamline processes, enhance collaboration, and elevate efficiency.

Chris Haines
Professional Services Team Leader
Juan Tenemaza
Professional Services Team Leader
Friday
May 17, 2024

10:30 a.m.-12:00 p.m.
Champions 6