
Intelligent Automation Day
Tuesday, March 25
10:30 AM - 4:30 PM CDT
with happy hour to follow @ The Nashville Tap House
Event Location:
Workwear Outfitters
545 Marriott Drive, Suite 100, Nashville, TN 37214
more details below
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You're Invited!
Are you maximizing your Intelligent Automation?
If you're looking for new ideas to do just that, you'll want to join us on March 25, 2025 at the Intelligent Automation Day in Nashville! This event will feature expert presentations on the latest trends in intelligent automation, including AI, machine learning, and Intelligent Document Processing. You'll get insights from industry leaders and peers as they share their experiences and strategies for using this technology to enhance workflows and drive innovation.
This event is ideal for those who are looking to stay ahead in the ever-evolving world of intelligent automation. Plus, you’ll get plenty of opportunities to network with your colleagues and industry leaders.
Mark your calendar and invite your co-workers. This is the event you do not want to miss!
Workwear Outfitters
545 Marriott Drive, Suite 100, Nashville, TN 37214
“Excellent content & great to see how others are using OnBase.”
Brian Nevermann
Attendee at Naviant Intelligent Automation Day in WI
Naviant & Hyland Presenters
Agenda
Presentations will be held at
Workwear Outfitters
Suite 100
Registration
Check-in, grab your seat, and prepare yourself for an energetic day packed with insights and action around Intelligent Automation.

Welcome & Kickoff
Sean Adee -
Sean Adee, Naviant's Chief Growth Officer, will kick start the day with a brief welcome and introductions around the room.

Customer Panel: Driving Transformational Change with Workwear, SMS Holdings, & Strata Executives
Danny Norris, Beverley Lawrence, Bill Walker, & Mike Sole -
Join us for an engaging customer panel session featuring transformational leaders from Tennessee, including executives from the Workwear Outfitters, SMS Holdings Corp. & Strata Health Management. These leaders will share their unique experiences and insights on how intelligent automation has revolutionized their organizations. Discover how they have streamlined operations, enhanced efficiency, and drove innovation. Gain valuable perspectives on the challenges they faced, the solutions they implemented, and the remarkable outcomes they have achieved. This panel will provide you with the inspiration to reimagine work in your own organization.

Lunch & Networking

AI Governance, Privacy & Security Playbook: How to manage the evolving landscape
Chris Krause -
As Artificial Intelligence (AI) technologies continue to advance, the need for robust governance, privacy, and security measures becomes increasingly critical. In this cutting-edge session, we’ll explore the essential components of an effective AI governance framework, addressing the challenges and opportunities in managing AI systems responsibly. Attendees will learn best practices for safeguarding data privacy and enhance security in an ever-changing digital landscape. Join us to reimagine how to navigate the complexities of AI governance and build a secure, ethically trusted AI future for your organization with actionable insights to harness AI’s potential.

Decoding Automation: When to Harness IDP, LLMs, or Both
Travis Spangler -
In the rapidly evolving landscape of work, automation stands at the forefront of innovation. This 20-minute session will delve into the intricacies of Intelligent Document Processing (IDP) and Large Language Models (LLMs), exploring their unique strengths and synergies. Attendees will gain insights into when to leverage each technology independently and when to combine them for maximum efficiency. Join us to reimagine how automation can transform workflows, enhance productivity, and drive future success.

A Large Insurer Reimagines Claims Processing & Underwriting
Mark Miller & Mitch Suter -
For insurance companies, it’s all about risk… a large insurer started their transformation journey more than 10 years ago, helping them reach $1B in direct written premium over that time. With the implementation of advanced automation technologies for both Underwriting and Claims, their strategy has paid off. Now they’ve got their eyes on the next stage of their journey to allow them to focus their people and deploy AI to take them to the next level, $2B in premiums and increased customer satisfaction. This session will include an overview of the automation they’ve used thus far and how they plan to deploy AI strategically over the next few years to help them grow while reducing their risk.

Break

Leading the Way: ABC Supply's Journey to Back Office Excellence
Chris Krause & Mitch Suter -
ABC Supply Co., Inc. is the largest roofing and vinyl siding wholesale distributor in the United States with over 700 branches in 49 states nationwide and sales of over $11B. A Naviant Customer since 2005, ABC Supply leverages both OnBase and Brainware to intelligently automate Accounts Payable, Accounts Receivable, Human Resources, Claims, Risk, Tax, Credit, Bad Debt, and more. ABC Supply also partners with Naviant for Managed Services including support and project management.

Transforming Retail: How Kwik Trip Innovates with Intelligent Automation
Sean Adee & Chris Krause -
Kwik Trip is a leading chain of convenience stores with a passionate customer following, including locations throughout Wisconsin, Minnesota, the Upper Peninsula of Michigan, Illinois, Iowa, and South Dakota. Unlike many other convenience store chains, Kwik Trip is a food service leader with annual revenue of more than $2B. Kwik Trip leverages both OnBase and Brainware to intelligently automate Accounts Payable w/ SAP integration, Marketing, Human Resources, Retail Operations, and more.

EOB Processing Reimagined: Athenahealth's Automation Breakthrough
Travis Spangler -
Learn how Athenahealth is revolutionizing EOB processing with advanced document automation and machine learning. This session will highlight how their innovative approach accelerates go-to-market timelines while fostering seamless collaboration across teams. Join us to uncover the strategies driving efficiency, accuracy, and transformative success in healthcare operations.

Hyland Roadmap & Content Innovation Cloud
Colleen Alber & Chris Krause -
Colleen and Chris will share Hyland’s bold new vision for empowering you to drive innovation across your organization. Learn how Hyland will help you unify your content ecosystem and harness the power of AI to unlock valuable insights and connect fragmented processes. You’ll simplify user experiences, strengthen connections with those you serve, crush your innovation goals and achieve unprecedented success.

Wrap‐up & Conclusion
Sean Adee -
Thanks for joining us today!
