ImageRight Workflow Studio Immersion Class

Are you ready to take your ImageRight Workflow Studio skills to the next level? NetVU is hosting a virtual immersion session for ImageRight Workflow Studio administrators November 12-14, 2024.

Workflow Studio is an advanced tool that integrates with ImageRight to allow your organization to fully leverage the work processes created to make you efficient and effective.  Firms that have taken the next step in ImageRight integration by learning and effectively using Workflow Studio experience a far greater degree of system functionality across all users of the product.  If you are ready to take your skills to the next level, then ImageRight Workflow Studio Immersion is for you!

This three-day class takes a new approach to learning, combining both lecture and lab time.  Your instructor is one of Vertafore’s top experts on ImageRight and WorkFlow Studio.  You’ll get in-depth instruction as well as one-on-one learning during dedicated lab time.  You will return to work with practical experience in applying your new skills.

Overview

ImageRight Workflow Studio is a graphical programming tool that enables you to develop and maintain ImageRight workflows. An ImageRight workflow can be thought of as an “application” that moves tasks or “to do’s” from one person to another.

ImageRight Workflow Studio is used to replicate your business workflow processes, providing tools to design, test, save and commit workflows.

Learning Objectives

By the end of this training session, you will be able to:

• Review and analyze existing workflows coded by ImageRight
• Modify existing workflows coded by ImageRight
• Discuss the ImageRight Workflow Studio capabilities with your business units
• Translate business unit workflow processes into ImageRight workflows
• Design, code, test and commit workflows
• Grant user access
• Monitor workflow status and tasks
• Use ImageRight Help to build Workflow Studio skills

Skill Level of Successful Students

In order to fully participate in class, advanced skills are required.  The class is intended for advanced users who are not only familiar with advanced administration of ImageRight, but also with some scripting, programming or similar experience.  Those who are experienced ImageRight system administrators, and or developers assuming responsibility for maintaining and developing ImageRight workflows for their firms will benefit from attendance.  To gain the most benefit from the time in class, some exposure to scripting is advised.

In order to develop complex workflows, basic knowledge of Visual Basic (or JavaScript) scripting is recommended.

Participants may be business unit managers, IT business analysts, IT application programmers, or ImageRight System Administrators. Regardless of your role, a familiarization with programming or scripting is recommended as a key to success.

Prerequisites

The following are prerequisite skills for ImageRight Workflow Studio training:

• ImageRight Desktop – understand file structures and workflow concepts from the end user’s perspective.
  • How to search for and open files
  • How to navigate through the file structure
  • How to find work in the To Do list
  • How to lock a task and options for moving the task
• ImageRight Enterprise Management Console (EMC) – understand how granting rights within EMC affects the ImageRight Desktop functionality and task capability.
  • How to create a group/role and add members to a group/role
  • How to grant workflow rights to a group/role
  • How new workflow rights appear to the end user in the ImageRight Desktop

Training includes complete, extensive hands-on exercises that help you become familiar with creating, implementing, refining, and maintaining ImageRight workflows.  A basic knowledge of Visual Basic or other scripting tool is required in order to develop complex workflows.

Open to any ImageRight User
In-House, Online, regardless of Management System

Do you struggle with implementing what you learned at Conference? This three-day immersion session provides lab time so not only will you learn how essential ImageRight Workflow Studio functions, you can actually do them with the help of Vertafore instructors while in the session during dedicated lab time.

Meet the Instructor

Curt Sudduth

Principal Consultant | Vertafore

•      Project leader for ImageRight/Worksmart suite products.
•      Results-oriented software professional with 22+ years of proven abilities in software.
•      Experienced in implementation and configuration, project management, business process consulting, workflow. 
•      Background in development, hardware configuration and training.
•      Demonstrated ability to handle key accounts and highly sensitive projects.
•      Able to use proven methodologies, tools and techniques to improve effectiveness of deliverables and efficiency of deliverable preparation.
•      Developed effective relationships with client representatives.
•      Able to interpret client needs and design custom solutions.

Agenda

Day 1

8:30am-12:00 noon, 1:00-5:00pm (Central)

• File Retrieval Review
• Workflow Review
• System Overview from a Workflow Perspective
• EMC Review
• Workflow Development Process
• Workflow Studio Quick Tour
• Creating a New Workflow
• Modifying an Existing Workflow

Day 2

9:00am-12:00 noon, 1:00pm-5:00pm (Central)

• Review and Q&A
• Modifying an Existing Workflow (continue)
• Additional Workflow Studio Steps
• Error Handling
  

Day 3

9:00am-12:00 noon, 1:00pm-5:00pm (Central)

• Review and Q&A
• Tools and Techniques
• Best Practices
• Review and Summary

FAQ

Q: Where will class be held?
A: Hyatt Place, Dallas/Las Colinas:

• Address:  5455 Green Park Drive Irving, TX 75038.  Meeting room announced the week before class starts
• Click here to reserve hotel- change dates as needed (Book your room by: Friday, November 1, 2024 to secure special rate provided by NetVU)

Q: Who is this class designed for?
A: This class is right for you if:

• You are tasked with automating workflows in your firm
• You have intermediate to advanced understanding of ImageRight and its administrative functions
• Your firm is interested in a customized set of workflows that bring your organizational procedures to life or
• You want to know how to build and customize workflows that work

Q: Why is this such a wise investment for our company?
A: Normally, training at this level is contracted through Vertafore's Professional Services group for $5,000+ per engagement.  Using the relationship between NetVU and Vertafore to leverage expertise and resources, we are able to provide training at a reduced cost while still maintaining a high level of learning, with the added bonus of excellent networking opportunities with other students.  NetVU believes strongly in helping members achieve full system utilization.  We are committed to your success.

Q: What do I need to know before coming?
A: Students should be familiar with:

• ImageRight Desktop file structure and workflow components
• ImageRight EMC
• Programming concepts

Q: What technology/equipment will I need?
A: Technical requirements for each student:

• Laptop
• Access to ImageRight desktop and EMC
• Security Rights to ImageRight and Workflow Studio
• Microsoft Visual Studio with Blend installed locally (link to free version will be provided)

Q: What is my total financial investment for this class?
A: You will be responsible for:

• Class tuition ($899)
• Dedicated undisturbed time and attention during classroom hours

Q: How large is the class?
A: ImageRight Workflow Studio Immersion Class was designed to be intimate and in-depth. Accordingly, there will only be 15 seats available.

Q: Why is this course so inexpensive?  Shouldn't all of this material and individual training cost much more?
A: NetVU believes strongly in helping members achieve full system utilization.  Using the relationship between NetVU and Vertafore to leverage expertise and resources, we are able to provide training that normally would cost a single agency in excess of $5,000.  We're committed to your success.

Cancellation requests received in writing within 30 days of the event will be fully refunded. Cancellations received within 14 days of the event will be charged a 50% cancellation fee. No refunds will be made within 7 days of the event. Transfers to another individual are permitted at any time with no penalty.