Joe Woodward

About Joe:

Joe specializes in streamlining your workflows with CM tools and is known for putting complex subjects into simple terms. 

Starting as a Vertican client success rep, Joe quickly became an indispensable CM expert, moving up to Deputy Product Owner in 2022. Joe was instrumental in getting Vertican File & Serve (VTFS) off the ground, including setting up the pilot client and the VTFS integration with vMedia.  

Product Expertise:

• Automation & Workflow
  • Convert Workflows to Diary Document Chains 
  • Set up Vertican File & Serve (VTFS) 
  • Set up Field Level Events and EDI Field Level Events 
• Documents & Reports
  • Set up CM Document Formulas and FnScripts for complex workflows 

Technical Expertise:

• Analyze existing workflows to create solutions that better streamline operations

Joe’s Links:

• Joe’s vConnect Spotlight
• Automating High Volumes of Document Processing with vParser
• Vertican File & Serve Cut Time by > 90%
• Custom Remittance Formats Saves 50+ Hours Per Month