Life after OTTC: Post Conference Best Practices

You spent a week in Orlando, networked until your head was spinning (or that could have been The Hulk ride), and crammed so much new info into your brain that you don’t think you could retain one more piece of knowledge.

Now what? Before you go and start answering the several hundred work emails queued up; do these three things to ensure that you maximize your time spent at OTTC.

1. Organize your business cards received and make a formal connection
Nothing is worse than digging through your work drawers, finding your prior year OTTC lanyard stuffed with business cards. These are valuable contacts! Peer networking is one of the best ways that you can further your solution and implement process improvements. What I suggest is sending a short email or LinkedIn invite that is personalized with how you met and that you look forward to further discussing how to share best practices with them.

2. Organize your notes from the conference
Whether you scribbled down your ideas on a notepad or an iPad – now is the time to put these down in a simple matrix for further reference

I categorize mine as Tip/Trick, Enhancement or New:

Tip/Trick – something I learned that can help me/my team right away without much involvement
Enhancement – something that we can implement somewhat easily, but with other resources help
New – totally new process or module to research

I also add a follow up column for notes and resource column if there’s someone else I need to involve. It’s a simple way to keep track of your ideas and identify what you are able to implement or improve as a result of attending the conference.

3. Be a Hero and share your knowledge
Others in your company use OnBase, but you were sent to the conference. Don’t keep that knowledge to yourself. Schedule out some time on your calendar for next week after you’ve been able to access the presentations that are most relevant to the line of business. Schedule some short meetings with your manager, peers and team. Tailor your meetings to what is most relevant to them (i.e. Tips and Tricks for your team, Enhancements and New ideas for your peers and manager).

Tip: Before the meeting with your manager, be prepared to discuss what the investment might be and how you see a return on investment. If you don’t have the information, keep your meeting brief and let them know what research you are undertaking and who you are working with. Involve your OnBase Solution Provider and/or point of contact at work who acts as a liaison within your institution.

By doing these things, you can maximize the time and money spent for you to attend the conference. This will make it much easier to show the value add you are providing your organization by attending OTTC. This will secure your ability to get approval to attend OTTC in 2013. You don’t want to miss the Mandalay Bay Beach Party, do you?

As a certified OnBase System Administrator for Citizens Republic Bancorp, Lori Dellinger is a guest blogger for Hyland Software, citing her best practices as an attendee at OTTC. Contact Hyland or your authorized OnBase provider for more information on expanding your OnBase functionality, talk through uses cases and explore ROI options.

Lori Dellinger

Lori Dellinger has worked for Citizens Republic Bancorp since 2000. She currently holds the position of Assistant Vice President, Files & Image Quality Manager. Lori has had hands on experience with the OnBase system since 2007, working on several projects and initiatives through the bank to design and deploy efficient and innovative OnBase solutions. Her current responsibilities include managing the imaging and physical records for consumer, commercial and mortgage loans; administration of loan document imaging change control; and oversight of department production with accountability for 14 staff members within the Operations & Technology line of business. Lori is certified as a Six Sigma Green Belt. Additionally, she attended OnBase System Administration training and has been an OnBase Certified System Administrator since 2007. She currently holds the position of Financial Services Vogue Secretary and has been an active member of the Financial Service Vogue board since 2008 and is currently the VOGUE Vice President. Lori holds a Bachelors of Arts degree in Anthropology from University of Michigan - Flint.

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