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Symposium 2010 Sessions

Symposium 2010 Session Proceedings are available to those that attended the conference. Click here to access the proceedings.

Symposium sessions are divided into four different tracks.

Forms Management (FM): Forms management principles involve work skills consisting of cost benefit analysis, consultation, project management, and environmental and safety awareness. Forms administration involve version control, identification systems, filing systems, software distribution, warehousing, standards, tracking, operating procedures, obsolescence, forms libraries, business continuity, procurement, and inventory management.

Design/Development (DD): Design and development principles include graphics, use of color, typography, plain language, graphical user interface, techniques. Including general layout principles for paper and electronic form design including manufacturing considerations, printing specifications, interface design, field formatting, masks, data validation, and development specifications.

Technology (TE): Technology principles include electronic technologies involving digital demand imaging, recognition systems, post processing, data merge printing and production principles. This also includes systems architecture involving hardware, operating system, networks, communication systems, and applications software.

Process/Workflow (PW): Process and workflow consists of assessment of objectives and project scope, fact finding, data organization, analysis, solution development, recommendations, implementation, and follow-up and evaluation.

*The sessions listed below are subject to change.

Monday May 3, 2010


Pre Conference Sessions

PRC1 DESIGNING FORMS WITH LIVECYCLE DESIGNER | Angie Okamoto
Monday, May 3, 2010
9:00am - 4:00pm

In this hands-on introduction to Adobe LiveCycle Designer, we will begin with the basic tools of Designer, exploring the form components in the standard library as well as create our own in the custom library. Learn design tips and tricks while avoiding common design problems. Discussion around how static form design compares to dynamic form design will be included as well as Tab-order, Importing from Word or Existing PDF files, Action Builder, Alignment and Layout Techniques, Tables, Basic Math Calculations with Scripting, Master Pages, and Multiple Page Layouts.

PRC2 ADOBE ACROBAT FORMS | Nicole Sell
Monday, May 3, 2010
9:00am - 4:00pm

This hands-on course will show you the basics of creating forms using Adobe Acrobat Professional. During this session students will work through the different types of form fields including checkboxes, buttons, radio buttons, text fields and drop downs. Each of these field types have different options and settings available that will also be discussed throughout the day.

This session is hands on and students will need to provide a laptop for use during the course. The laptop will need to have Adobe Acrobat Professional 9 installed and Microsoft Office, preferably version 2007.

PRC3 CALL FOR FORMS WORKSHOP | Ray Killam & Robin Miller
Monday, May 3, 2010
9:00am - 4:00pm

This session covers the entire process for conducting an enterprise-wide call for forms, including pre-planning, collection, processing the samples, and reporting results. It will use actual results, including photographs, of a recent call for forms completed at a large hospital group.

The session is designed as a case study. This particular case collected more than 5,000 sample forms.

Participants will receive handouts of the detailed process, as well as a frank discussion of pitfalls, issues, and results.

PRC4 BUILD A REAL WORLD HARDWARE REQUISITION IN INFOPATH AND SHAREPOINT WORKFLOW | Robert Eisenberg
Monday, May 3, 2010
9:00am - 4:00pm

Most business processes, such as employee on boarding, hardware requests, employee reviews, and expense reports, which require coordinating and evaluating input from a collection of participants, can be improved through automation. It is becoming increasingly common for businesses to utilize MOSS 2007 SharePoint Designer in tandem with InfoPath as a low cost means to automate many of these processes. The ability to create a SharePoint form library and custom workflows without writing code is thus a highly valuable skill for designers, power users, and administrators.

Using the real-world example of a "hardware acquisition request process”, this course demonstrates the essential skills needed to apply InfoPath and SharePoint Designer to automate basic workflow requirements. In a series of lectures and demos, students create an electronic request form and apply a custom workflow to route the request for approvals from various stakeholders. The one day course taught here is based on a three day course. Since there will be no time spent on labs, there will be time to cover most of the material. The following outline summarizes the topics that will be covered.

Tuesday May 4, 2010


FM01 MANAGING YOUR FORMS THROUGH AN ONLINE FORMS PORTAL | Franklin Garner
Tuesday, May 4, 2010
9:20 - 11:30am

Do you have lots of forms? An online forms portal is one of the best ways to manage a large number of forms for a wide audience of users. In this class, forms portals from several large organizations will be examined to show how clients can search an online catalog of paper and electronic forms to locate the forms they need. The basic cataloging features will be demonstrated and discussed, and the building blocks for implementing a forms portal will be described. More advanced forms portals will also be shown where filled e-forms can be securely saved, submitted, e-mailed, and recalled. There will also be examples of how a forms portal can become an infrastructure for e-forms workflows with routing, approvals, and tracking. Special emphasis will be placed on Intranet (behind the firewall) implementations, where information can be auto-populated onto e-forms from an Active Directory to streamline the forms filling process.

DD01 Improving ICR And Barcode Recognition Accuracy In Image-Based Forms Processing Systems | Rick Scanlan
Tuesday, May 4, 2010
9:20 - 10:20am

Automated forms data capture through document scanning can provide many benefits, including fast collection of large quantities of information with little human interaction. However, even with image automation, some human data entry and validation is typically required. Forms processing system managers strive to increase data recognition accuracy and reduce the amount of labor cost required to manually key unrecognized information.

This session will focus on form design elements that can improve the accuracy of image-based Intelligent Character Recognition (ICR) for hand printed responses on forms, image enhancement processes that can impact recognition, and some best practices for use of barcodes within forms.

TE01 DEPARTMENT OF STATE - REBUILDING OUR FORMS PROGRAM USING BUSINESS PROCESS RE-ENGINEERING, BUSINESS RULES AND PROJECT MANAGEMENT | Diane Darling
Tuesday, May 4, 2010
9:20 - 10:20am

The presentation will demonstrate how the Department of State forms program has evolved from a basic forms program to a process-oriented end-to-end electronic process using project management, business process engineering and enhanced customer interaction.

PW01 WORK SIMPLIFICATION | Dr. Ben S. Graham
Tuesday, May 4, 2010
9:20 - 10:20am

Work Simplification is a methodology that helps organizations use common sense in an organized manner to find faster and easier ways of doing work. Throughout the twentieth century it helped generate billions of dollars worth of productivity improvement in factories and offices and added enormously to our standard of living.

Today it is more needed than ever before - To get our faltering economy back on track and to counter the constantly increasing complexity that threatens to inject impersonal, legalistic bureaucracy into all walks of life.

This session will cover: The Philosophy of Work Simplification, Serious Drawbacks brought on by Technology and How to Build Technology and Quality of Life, Simultaneously.

FM02 continued MANAGING YOUR FORMS THROUGH AN ONLINE FORMS PORTAL | Franklin Garner
Tuesday, May 4, 2010
9:20 - 11:30am

Do you have lots of forms? An online forms portal is one of the best ways to manage a large number of forms for a wide audience of users. In this class, forms portals from several large organizations will be examined to show how clients can search an online catalog of paper and electronic forms to locate the forms they need. The basic cataloging features will be demonstrated and discussed, and the building blocks for implementing a forms portal will be described. More advanced forms portals will also be shown where filled e-forms can be securely saved, submitted, e-mailed, and recalled. There will also be examples of how a forms portal can become an infrastructure for e-forms workflows with routing, approvals, and tracking. Special emphasis will be placed on Intranet (behind the firewall) implementations, where information can be auto-populated onto e-forms from an Active Directory to streamline the forms filling process.

DD02 PDF SCRIPTING FOR DUMMIES | Ben Walsh
Tuesday, May 4, 2010
10:30 - 11:30am

Are you a PDF designer who would like to take your skills to the next level? Would you like to bring your forms to life, but are bamboozled by jargon and assumed knowledge? Perhaps, you do not want to script yourself but would like a better understanding of what your developer colleagues are talking about.

This session will introduce you to the basics of PDF scripting using simple, easy to understand language. You will learn how to script useful behavior into your forms including: display a pop-up message when the user clicks a button, sum values into a total field, display a text field when the user selects 'other' in a drop-down and adding and removing table rows.

TE02 E-FORMS MANAGEMENT IN CLOUD COMPUTING | Behdad Payami
Tuesday, May 4, 2010
10:30 - 11:30am

Goal of this session is to unveil mysteries of Cloud computing and explain how E-Forms Management work in a Cloud environment and why department managers should start considering SAAS model for E-Forms Management seriously.The term "Cloud" is used to refer to the internet. Cloud computing is computing over the internet, which is the use of software and other technologies over the internet. Cloud computing has the same characteristics (Servers, infrastructure, platforms and applications) as a typical computing environment.

In this session we will discuss layers, types of, services, economics and security of Cloud computing. Finally, we will talk about E-Forms Management solutions in Cloud computing environment followed by a demo.

PW02 MAPPING A NEW DIRECTION: USING PROCESS MAPS TO TAKE YOUR FORMS TO THE NEXT LEVEL | Kelly Halseth
Tuesday, May 4, 2010
10:30 - 11:30am

Revised Session: One of the most powerful weapons in your forms management arsenal is the lowly process map. Understanding the processes driving your forms is important to effective paper forms design and absolutely critical to electronic forms development. How do you describe a business process to a variety of stakeholders with varying agendas to ensure a common understanding? How do you demonstrate a process as it crosses departmental barriers? How do you identify critical/quality control points? Learn how to use process maps to define business needs, improve communication and identify opportunities for improvement. Learn how to how to ask 'why?' to get to the fundamentals of a business process, describe it in a visual format (map) and then use that map to define, refine and improve business processes and the forms that support them. The session will include an overview of different mapping styles, when to use each one and how to identify rework, redundancy and opportunities for improvement. Includes a case study illustrating how a process map significantly impacted the design of forms supporting H1N1 activities last fall.

FM03 REDESIGN WITH PROPER DESIGN | Bill Hill
Tuesday, May 4, 2010
11:40am - 12:40pm

Is forms design a "lost” art? In so many cases it seems so. What do you do when such a form comes across your desk for printing? In this session, Mr. Hill will take participants through the proper steps of forms design. With this information, students will have the information to do a brief review of an existing form identifying weaknesses. Design criteria will be provided that will allow you to provide a more efficient design that will self-sell itself to the customer. He will discuss how to title a form, develop proper understandablequestions and logical information flow. The class will also discuss how a beginner in e-form can look for programming partners. In the final phase of this workshop, groups will be formed, and given a form to review and redesign withthe information received in class and from their own experience. An exercise that former students say really makes them "think”.

DD03 FORMS STANDARDS: BENEFITS AND CHALLENGES | David Schroeder
Tuesday, May 4, 2010
11:40am - 12:40pm

Applying a consistent set of standards to your forms can help streamline the updating process in several ways. However, identifying the standards that will work for you, your department and your company can be a daunting challenge. This course is designed to help, not only identify what standards you want, but what type of standards you may need but haven’t thought about yet. We’ll examine real-life examples of how documenting and applying your standards can benefit your organization and make your job easier. How are you currently tracking your design, layout and text standards for print and electronic forms? We’ll explore ways to track your standards that will make future projects easier to address. Bring samples of your own company’s forms to understand how this information can be applied to your needs.

TE03 IT'S A DUAL: LIVECYCLE DESIGNER VS. ACROBAT PROFESSIONAL | Lisa Croft & Angie Okamoto
Tuesday, May 4, 2010
11:40am - 12:40pm

LiveCycle Designer is included with Acrobat Professional for Windows. LiveCycle Designer enhances the form-creation features in Acrobat and offers a robust collection of advanced features and controls. This session will show the similarities and differences between the two tools.

PW03 continued - MAPPING A NEW DIRECTION | Kelly Halseth
Tuesday, May 4, 2010
11:40am - 12:40pm

Revised Session: One of the most powerful weapons in your forms management arsenal is the lowly process map. Understanding the processes driving your forms is important to effective paper forms design and absolutely critical to electronic forms development. How do you describe a business process to a variety of stakeholders with varying agendas to ensure a common understanding? How do you demonstrate a process as it crosses departmental barriers? How do you identify critical/quality control points? Learn how to use process maps to define business needs, improve communication and identify opportunities for improvement. Learn how to how to ask 'why?' to get to the fundamentals of a business process, describe it in a visual format (map) and then use that map to define, refine and improve business processes and the forms that support them. The session will include an overview of different mapping styles, when to use each one and how to identify rework, redundancy and opportunities for improvement. Includes a case study illustrating how a process map significantly impacted the design of forms supporting H1N1 activities last fall.

FM04 PROOFREADING OR PROOF READING | Bill Hill
Tuesday, May 4, 2010
2:45 - 3:45pm

Personally, Mr. Hill had never heard of a class on Proof Reading although it was part of his career. So what is there to this? Upon research and instructing this class, there is a lot to this subject. It takes a unique talent that reaches far beyond the use of the standard editing marks. This session will give you tips and tricks for proofing and editing the forms to include graphics and design standards, branding standards data field testing, and more. If your company does not have a full-fledged forms analyst on staff, then the proofreading phase is a possible route to introducing some basic forms analyst work. This class will review proofreading resources and how to develop skills to include documents, forms and postal regulations where proofreading is more than just checking the words.

DD04 MS WORD FORMS | Nicole Sell
Tuesday, May 4, 2010
2:45 - 3:45pm

There are many different applications that can be used to create forms. This session will discuss the available formatting and settings that can be used in Microsoft Word 2007 to create forms. Attendees will get an overview of form design within Word and special formatting that will help create usable forms.

TE04 ADOBE ACROBAT: SHORTCUTS, TIPS AND TRICKS | Lisa Croft
Tuesday, May 4, 2010
2:45 - 3:45pm

Acrobat is a huge and powerful tool. There are so many useful tools within. This session will discuss different tips and tricks for working with Acrobat. Throughout the session you’ll be surprised to learn the features of Acrobat, it will leave you saying "I didn’t know Acrobat could do that!”

PW04 MIGRATING FROM ELECTRONIC FORMS TO DIGITAL PROCESSES...HOW AND WHY? | Randy Popson
Tuesday, May 4, 2010
2:45 - 3:45pm

Electronic forms was a great first step in reducing paper cost and improving service to your internal and external constituents. Emerging technology such as smartphones, netbooks, and tablet computers provide tremendous opportunity to fully automate processes. When you create a true digital process, your users are freed from platform dependence and they are able to quickly and easily participate in a process whenever and wherever they are.

Come see how and why you should begin to migrate your most used electronic forms to digital processes. See how the IPAD and other emerging technology will drive the digital process revolution. Witness how forms professionals can help lead the way.

FM05 AMGRAF PRODUCT TUTORIAL | Franklin Garner
Tuesday, May 4, 2010
4:00 - 5:00pm

Amgraf, Inc. offers a collection of software packages for electronic forms, Internet forms, and the total automation of high-volume print production. Our capabilities include order-entry, data capture, electronic proofing and annotation, interactive layout and design, batch composition and pagination, variable imaging, imposition and ganging, digital printer interfaces, and complete prepress workflow management. Many of the largest print manufacturers, governmental agencies, and in-plant print shops in North America rely on Amgraf software technology for their forms management and prepress operations. Our product tutorial will focus on Amgraf's OneForm Designer Plus software and will include a demonstration of how it is used to convert PDF files into fillable, database-linked electronic and Internet forms that can be freely distributed worldwide without costly end-user filler licenses.

DD05 ONLINE FORMS FOR THE WHOLE OF AUSTRALIAN GOVERNMENT | Ben Walsh
Tuesday, May 4, 2010
4:00 - 5:00pm

In 2007 the Australian Government initiated the Australian Government Online Service Point (AGOSP) program of work to provide citizens with a single entry point to Government information and services. Avoka Technologies was selected as the technology partner for a key component of this initiative; the SmartForms management and hosting service.

This session will cover the goals, strategies, and outcomes of this initiative from a business perspective, and touch on the technological challenges and achievements of the project. Security and privacy will also be discussed. This session will include a demo of the AGOSP SmartForms portal.

TE05 CERENADE PRODUCT TUTORIAL: STATE OF ELECTRONIC FORMS AND SELECTING THE BEST SOLUTION | Behdad Payami
Tuesday, May 4, 2010
4:00 - 5:00pm

This session will discuss the stunning results of an 8-month long research into the current state of electronic forms and how far organizations have pushed electronic forms in the past 10 years. Quite an eye opener. We will then discuss how to select an electronic forms solution that will best suite your budget and requirements.

PW05 IMPLEMENTING CHANGE | Dr. Ben S. Graham
Tuesday, May 4, 2010
4:00 - 5:00pm

When improvement projects are approved for installation, research and planning must give way to doing. Only then do we realize the benefits of our ideas. Unfortunately, some people who are superb at research fail to make this transition and little actually changes. Installation often takes on the quality of muddling through.

This doesn’t have to happen. There are simple steps that an implementation coordinator can take to make this transition smooth and effective. These steps make it possible to manage the changes with minimal disruption to the organization.

This session will cover: the role of the implementation coordinator, how to prepare an activity list, and how to schedule the activities and see that they get done.

Wednesday May 5, 2010


FM06 DEPARTMENT OF STATE – TAGGING FORMS FOR 508 COMPLIANCE | Kirk Masterson
Wednesday, May 5, 2010
8:30 - 9:30am

View a live demonstration of the eForms solution implemented world wide at the U. S. Department of State (DOS). In addition Mr. Masterson will demonstrate how to tag for 508 using the Cerenade application.

Our enterprise solution enables us to service over 200 countries world wide from a central location. Most important to us wasthe ability to convert our 1500 FormFlow forms and to convert other agencies forms into our system. See how DOS replaced their inefficient legacy FormFlow forms processing solutions that meets Section 508 accessibility, with aggressive migration and deployment capabilities.

Not only did DOS solve their internal problem they also have a total solution which includes providing electronic forms to the general public without having to have any software downloaded and allowing them to save, print and e-mail their forms electronically. Mr. Dixon will demonstrate how the public can access DOS forms using only their browser and no software to download and yet can save, print, e-mail the forms.

DD06 ACCELERATING YOUR BUSINESS WITH EFORMS AND ECM | Brian Lincoln
Wednesday, May 5, 2010
8:30 - 9:30am

75% of business processes today depend on forms. With content, processes, and business collaboration all increasingly on-line, your organization can accelerate it's business by transforming your paper forms to digital. eForms promise improved accuracy and fast cost savings- from management time saved in approvals and signatures, to reduced data entry and postage costs, to paper reduction - starting with just a couple can yield a quick "win" with fast payoff.

TE06 ENABLING MOBILE FIELD WORKERS USING INTERACTIVE SMARTFORMS | Howard Treisman
Wednesday, May 5, 2010
8:30 - 9:30am

Does the re-birth of tablet devices such as the iPad herald a new era for larger format forms used by mobile workers? A number of innovative organizations are starting to use interactive PDF SmarForms to collect data in the field.

This session will describe two mobile solutions, one for a utility and one for a broadcaster. Both involve pushing partially complete forms out to mobile worker, allowing them to gather information while disconnected, and re-synchronizing when back online, through a fully managed process. One of the solutions will be demonstrated.

PW06 TAKE A NUMBER: HOW TO SELL FORMS MANAGEMENT AND GET BUY-IN FROM YOUR CUSTOMERS | Kelly Halseth
Wednesday, May 5, 2010
8:30 - 9:30am

New Session: We all know it...for a Forms Management Program to be successful it needs Senior Management support and buy-in from organizational stakeholders. So how do you cultivate support from a wide variety of stakeholders with varying or even conflicting agendas? How to you get support from a Senior Management team you have no access to? In this session we will explore creative ways to raise your profile, sell your services and get that much needed support. Learn how to understand your customer and your organization to deliver value that is meaningful to them.

FM07 FORMS CENTRAL: A FORMS LIBRARY | Lisa Lee
Wednesday May 5, 2010
9:40 - 10:40am

What do you do when you have more forms than you can easily track or find? How do you identify all forms that must be changed to support business changes or to comply with regulations? How do users know the correct form to select for a particular situation, how to obtain it, and how to easily send links to forms to external customers?

At Standard Insurance Company a centralized, authoritative information source was needed. The solution was an internally developed database for use by the forms management team, and a web site available to all company users, including the home office, regional offices, and Sales and Service Offices. This case study will include demonstration of Forms Central, as well as discussion of the development and implementation process, lessons learned and benefits realized.

DD07 CONDUCTING AN ORGANIZATION WIDE FORMS REVIEW | Craig Dartnell
Wednesday May 5, 2010
9:40 - 10:40am

A major Australian Government Department took on the challenge of reviewing all of its public-use forms with a view to making them far easier for the public to fill out. Because of time constraints and a large number of forms, much of the review was conducted by previously untrained staff.

In this session we will look at:

  • What the reviewers were taught about improving forms.
  • Problems the public had with existing forms and why they were making so many errors.
  • The causes of the problems and what was done to correct them, including a totally new approach to layout.
  • How usability testing and error analysis was used to highlight the problems and to show business owners why the forms needed to change.

TE07 PERFECTFORMS: THE NEXT GENERATION OF ELECTRONIC FORMS BUILDING TOOLS | Tom Allanson
Wednesday May 5, 2010
9:40 - 10:40am

PerfectForms enables people who don’t have a background in Web design or programming to automate any process or workflow using a simple, intuitive graphical user interface. Anyone can use PerfectForms to make their businesses more efficient; the company’s customers work in education, human resources, healthcare, banking and more – those who have neither the time nor the need to learn HTML. The innovative "smart-form” technology marries back-end processes, such as BPM and workflow automation, with a compelling front-end interface. This tutorial will focus on the PerfectForms application development platform and will include demonstrations of the types of workflows users can create.

PW07 INTIATING CONTINUOUS IMPROVEMENT | Dr. Ben S. Graham
Wednesday May 5, 2010
9:40 - 10:40am

Some of the strongest of the world class corporations got where they are with continuous improvement. This session provides an outline of the fundamental elements of a continuous improvement program and how to put them in place in your organization.

Once these elements are clearly understood, an organization can initiate a continuous improvement program as quickly as one week and at the end of that week have:

  • Management's support and decision role clearly understood
  • One improvement study completed
  • Facilitators trained and ready to complete further projects

FM08 PLAIN LANGUAGE WRITING FOR FORMS | Dustin Borklund
Wednesday May 5, 2010
10:50 - 11:50am

Forms are supposed to be self-explanatory, but sometimes our writing gets in the way of a simple design. Whether you are writing form instructions, procedures, contracts, letters or business plans, you will benefit from the many plain language guidelines presented in this class.Join Dustin Borklund as he shows hilarious examples of bad writing, presents the three keys to effective communication, and offers several free resources available to you that are only a click away.

DD08 continued CONDUCTING AN ORGANIZATION WIDE FORMS REVIEW | Craig Dartnell
Wednesday May 5, 2010
10:50 - 11:50am

In 2006, a major Australian Government Department took on the challenge of reviewing all of its public-use forms with a view to making them far easier for the public to fill out. Because of time constraints and a large number of forms, much of the review was conducted by previously untrained staff.In this session we will look at:

  • What the reviewers were taught about improving forms.
  • Problems the public had with existing forms and why they were making so many errors.
  • The causes of the problems and what was done to correct them, including a totally new approach to layout.
  • How usability testing and error analysis was used to highlight the problems and to show business owners why the forms needed to change.
The session will include numerous practical examples of 'before' and 'after' situations along with insights gained from an extensive observational testing program.

TE08 MOBILE PRINTER TECHNOLOGY - REPLACING TRADITIONAL BUSINESS FORMS | Brandon Kent
Wednesday May 5, 2010
10:50 - 11:50am

An in depth look at how Direct Thermal paper/printers has changed the daily operations of many businesses. We cite specific changes, their impact on daily workflow, associated markets, manufacturers of Hardware/Software and understanding direct thermal similarities and difference characteristics. The goal is the leave a basic understanding of Direct Thermal Paper technology, who is currently being impacted, who will be impacted in the coming years, and what to look for, when purchasing direct thermal paper.

PW08 THE DEPARTMENT OF STATE'S - EFORMS SHARING DATA PROGRAM | Thelma Furlong
Wednesday May 5, 2010
10:50 - 11:50am

The presentation will provide an overview of The Office of Directives Management’s eForms Data Sharing Program which promotes transparency, sharing and integration of information to reduce or eliminate redundant application development.

FM09 ROUND TABLE DISCUSSION: FORMS EVANGELIZING TIPS AND PREPARING YOUR "ELEVATOR" SPEECH | Ray Killam
Wednesday May 5, 2010
1:00 - 2:00pm

Discuss with your peers developing ideas of what to say and being prepared whenever you need to promote your value and your position to executive management.

DD09 IBM PRODUCT TUTORIAL: FEATURING THE NEW LOTUS FORMS 3.5.1 | Marty Lechleider
Wednesday May 5, 2010
1:00 - 2:00pm

Lotus Forms is an electronic forms solution that automates forms-based business processes and integrates data with existing IT systems. The product now includes significantly improved designer experience, advanced digital signature support and new functionality to make it easy for line of business users to create, store and route eForms inside and outside the organization via email and web.

TE09 DYNAMIC FORMS DELIVER | J.P. Terry
Wednesday May 5, 2010
1:00 - 2:00pm

This session will cover important differences between static PDFs and dynamic XFA PDFs. The focus will be on the Institutional Investor case study from the new Adobe Press book, "Paperless”. The author of Paperless will lead this session and show how advanced techniques were used to make the form filling process much easier and more accurate. For instance, the Institutional Investor PDF forms include an auto-completion feature that provides relevant suggestions as the user type into the form fields. You may be familiar with how this feature works if you use Google’s Type Ahead feature on google.com. Other dynamic form techniques will be described and explained. This presentation includes JavaScript code and sample files for each dynamic form technique.

PW09 STANDARD OPERATING PROCEDURES DEVELOPMENT | Kirk Masterson
Wednesday May 5, 2010
1:00 - 2:00pm

This session is a case study in the development of Standard Operating Procedures (SOPs) for form-related processes at the Department of State. Mr. Masterson will guide attendees through the process used to arrive at a coherent set of SOPs. The scope of this session includes: documenting the current process, reviewing the existing procedures, determining what changes need to be made to achieve business requirements, and revising the documentation in concert with your team to succeed. Two key elements used that will be discussed are gap analysis and mapping workflow processes. Additionally, the use of project management concepts will be discussed as an aid to developing project-related procedures that fall outside of established SOPs. Specifically, Kirk will present the project that the Department of State developed and used to make their approximately 840 forms 508-compliant.

FM10 PROPOSING A BEST PRACTICES FORMS MANAGEMENT PROGRAM | Ray Killam & Lisa Lee
Wednesday May 5, 2010
2:10 - 3:10pm

Standard Insurance Company and Essociates Group, Inc. teamed up in 2006 to evaluate a current forms management program and develop a recommendation, including a business case and return-on-investment analysis, for an optimal program to serve the entire enterprise. The story continues to the present with preparation for developing a forms management strategy, while also addressing tactical priorities, and positioning the initiative for the future. This session will be presented by Ray Killam and Lisa Lee to relate both of the roles involved in the project.

DD10 ENTERPRISE SOLUTIONS: OVERVIEW OF LIVECYCLE ES2 SERVERS | Angie Okamoto
Wednesday May 5, 2010
2:10 - 3:10pm

This session will help you understand the possibilities of Adobe LiveCycle ES2 Servers. With Adobe LiveCycle ES2 you can make it easier to interact with information, improve efficiencies through business process automation, and enhance the customer service experience. In this session you will learn about a server solution that blends electronic forms, process management, document security, and document generation to help you create and deliver engaging applications.

TE10 USING DATEA IN PDF FORMS | J.P. Terry
Wednesday May 5, 2010
2:10 - 3:10pm

This session explores different ways of working with data in your PDF forms. We will show examples of pre-filling data into PDF forms and retrieving data from PDF forms. You will learn about different technologies and techniques including inexpensive tools (Adobe Acrobat Professional) and more expensive tools (Adobe LiveCycle Servers). If you have ever wanted to post a form to a website and easily move data in and out of the form, this is the class for you. This class will be taught by J.P. Terry, author of the Adobe Press book, "Creating Dynamic Forms with Adobe LiveCycle Designer”.

PW10 UNDERSTANDING BUSINESS PROCESSES | Ben B. Graham
Wednesday May 5, 2010
2:10 - 3:10pm

Process maps provide for a structured approach to process improvement and are excellent training tools when they include enoughdetail to support common sense decisions. The Graham process mapping methodology was initially developed over a half centuryago to help people understand business processes. Graham Process Maps tell a story -- they tell the reader WHAT is going on;WHAT records are used, WHO is doing the work, WHERE the work is being done and HOW LONG it takes.

FM11 continued PROPOSING A BEST PRACTICES FORMS MANAGEMENT PROGRAM | Ray Killam & Lisa Lee
Wednesday May 5, 2010
3:20 - 4:20pm

Standard Insurance Company and Essociates Group, Inc. teamed up in 2006 to evaluate a current forms management program and develop a recommendation, including a business case and return-on-investment analysis, for an optimal program to serve the entire enterprise. The story continues to the present with preparation for developing a forms management strategy, while also addressing tactical priorities, and positioning the initiative for the future. This session will be presented by Ray Killam and Lisa Lee to relate both of the roles involved in the project.

DD11 AVOKA SMARTFORMS COMPOSER - IT'S LIKE POWERPOINT FOR FORM DESIGN | Howard Treisman
Wednesday May 5, 2010
3:20 - 4:20pm

Avoka SmartForm Composer is a powerful, flexible, and easy to use solution designed to put the power of an expert SmartForm developer into the hands of business analysts and forms designers. PDF SmartForms are highly interactive and intelligent electronic forms. They ensure that customers, partners and employees can complete on-line business applications easily and quickly.

This session will demonstrate a form being built with SmartForm Composer, highlighting its ease of use and pre-built components including expanding tables, address fields and form sections. Different designs of this form will then be generated by simply switching between style sheets.

TE11 BUILDING APPLICATIONS WITH INFOPATH AND SHAREPOINT DESIGNER 2010 | AJ Mirwani
Wednesday May 5, 2010
3:20 - 4:20pm

Learn to use InfoPath 2010 and SharePoint Designer 2010 to build form-centric SharePoint applications. We will show you a procurement application and then take you behind the scenes to build it step by step. We will design InfoPath forms, bring in line of business data, author workflows, visualize them in Visio Services, and build user portals. Along the way we will highlight new features and cover best practices for building SharePoint applications.

PW11 BEST PRACTICES: IMPROVING PROCESS EFFICIENCY WITH FORMS TECHNOLOGY | Rohit Sahasrabudhe
Wednesday May 5, 2010
3:20 - 4:20pm

In this session we will be discussing ways we can improve process efficiency, increase corporate agility and reduce the time-to-value by building a reusable framework to facilitate the development of process portals using forms technology. At the heart of this presentation is the demonstration of an automated financial services use-case - the approval of an unsecured load by a retail lending institution - using a framework that allows for the automation of end-to-end business processes.

FM12 ROUND TABLE DISCUSSION: FORMS MANAGEMENT DEPARTMENT PROCESSES | Dustin Borklund
Wednesday May 5, 2010
4:30 - 5:30pm

Discuss with other forms professionals methodologies and procedures within forms management departments. Share with others or gain some information that could enhance your daily environment.

DD12 SIMPLIFYING THE FORMS FILLING PROCESS WITH LIVECYCLE GUIDES | Chris Ethier & Jeff Stanier
Wednesday May 5, 2010
2:10 - 3:10pm

Making it easier to complete forms can result in faster response times and lower abandonment rates. Using Forms ES2, you can deploy electronic forms — both inside and beyond your organization's walls — that are much more convenient than traditional paper forms. You can also deploy guided experiences, or guides, which are wizard-like applications that help people navigate through the data capture process. Guides can dynamically change and adapt based on input data to help ensure that only relevant and accurate data is captured. And with an intuitive WYSIWYG guide builder that leverages a common data model, developers can create guided experiences at a higher level, reducing the amount of code and simplifying data integration. This session will walk the user through on how to create a guide and link it to a single form or to a set of forms.

TE12 ADOBE ACROBAT: SECURITY AND REDACTION | Lisa Croft
Wednesday May 5, 2010
3:20 - 4:20pm

Secure your PDF documents and forms utilizing enhanced security features within Adobe Acrobat 9, including 256-bit encryption. Learn the differences between Password and Certificate Security. Redaction is the permanent removal of confidential information within a document or form. Discover ways to remove confidential information with Adobe Acrobat 9 by using Redaction and Examination features. Also discover how Adobe LiveCycle Rights Management can take securing a PDF to a new level.

PW12 CREATING WORKFLOWS WITH SHAREPOINT DESIGNER 2010, INFOPATH, AND VISIO | AJ Mirwani
Wednesday May 5, 2010
4:30 - 5:30pm

Forms and Workflows are important for automating business processes.

Companies usually rely on programmers to create the forms and workflows using code. Not anymore! With InfoPath 2010 and SharePoint Designer 2010, you can create powerful data driven form composite solutions on your SharePoint sites. InfoPath gives you the ability to pull data from databases and lists, and create forms with data validation and conditional formatting.

SharePoint Designer's workflows let you then design powerful multi-step workflows centered around the form collected data, building upon the out-of-the-box reusable workflows and even import workflow designs from Visio! In this presentation, you will see how these tools come together to design workflows and route forms across your organization for task assignment and approval, and also how you can reuse your workflows in other lists and libraries on your site.

Thursday May 6, 2010


FM13 DEVELOPING A STYLE GUIDE | Ray Killam
Thursday, May 6, 2010
8:30 - 10:40am

The goal of a style guide is to have a single place for users to find any information related to forms management and forms development. There are many issues, including what is to be covered, how it is to be structured, preventing duplication of presentation (and related revisions), communicating strategy and objectives of forms management, assuring that forms strategy and goals are congruent with corporate goals, etc. In addition, bootleg (rogue) forms are a problem. Since we can't stop them, we need to work to make them better. The style guide helps you to do that by providing guidelines, standards, and instructions.

This class provides information on content, presentation and use of a Forms Management Program Manual and Style Guide, as well as a model for style guide format.

DD13 SIMPLIFY PROCESS AUTOMATION DEVELOPMENT | Jess Walker
Thursday, May 6, 2010
8:30 - 9:30am

Building on the foundation of LiveCycle ES, the Managed Review & Approval Solution Accelerator enables the rapid delivery of managed and auditable review, commenting, and approval solutions for regulated industries. This Solution Accelerator will help Adobe systems integrators, partners, professional services, and customers rapidly deliver managed review, commenting, and approval solutions built on LiveCycle ES for applications such as legal/contracts review, manufacturing design review, and any other procedure-based review and approval workflows.

TE13 HOW WE SAVED $100K PER YEAR USING AUTOMATED WORKFLOW | Albert Weisner
Thursday, May 6, 2010
8:30 - 9:30am

Today’s Department of Veterans Affairs's Veterans Health Administration (VHA) provides care at more than 1,400 sites throughout the country, employs a staff of 204,000, and maintains affiliations with 107 academic health systems.

This presentation navigates VHA's journey from a paper based records/forms dependence to eRecords/eForms and moving into business re-engineering of their manual systems. We will focus on the Field Stationary Ordering and how automation of this business process saves VHA over $100,000 annually.

The presentation includes the demonstration of the VHA Request for Stationary eForm including digital signatures, prepopulation, database capture, routing/tracking for approval, delivery of the PDF to the printer, and final invoice sign-off for payment.

PW13 PROJECT MANAGEMENT | Kelly Halseth
Thursday, May 6, 2010
8:30 - 11:20am

Revised Session: Managing forms and business processes is a never-ending exercise of leaping back and forth between micro and macro views of your organization. One minute you are completing a detailed analysis of a specific form, and the next you are developing an organization-wide implementation strategy for a group of standardized or new forms. How do you manage ‘projects’ of such contrasting scope? You will learn that project management strategies are highly adaptable and very effective when applied in a forms environment. This session will cover project managementbasics as they relate to your forms program: from the mini-projects to the major initiatives, including: scoping; projectcharters (how to utilize a ‘standing’ charter); scope creep; Work breakdown; resource management and reporting. Participants are asked to bring along a project idea and using a variety of predesigned planning templates, willcomplete a rough draft of a project plan.

FM14 continued DEVELOPING A STYLE GUIDE | Ray Killam
Thursday, May 6, 2010
8:30 - 10:40am

The goal of a style guide is to have a single place for users to find any information related to forms management and forms development. There are many issues, including what is to be covered, how it is to be structured, preventing duplication of presentation (and related revisions), communicating strategy and objectives of forms management, assuring that forms strategy and goals are congruent with corporate goals, etc. In addition, bootleg (rogue) forms are a problem. Since we can't stop them, we need to work to make them better. The style guide helps you to do that by providing guidelines, standards, and instructions.

This class provides information on content, presentation and use of a Forms Management Program Manual and Style Guide, as well as a model for style guide format.

DD14 INTERACTIVE CORRESPONDENCE | Chris Ethier & Vamsi Vutukuru
Thursday, May 6, 2010
9:40 - 11:20am

Enhance customer satisfaction, increase operational efficiencies, and reduce costs by targeting communications more effectively and automating the generation of personalized documents. Learn how to use forms to enable business users to dynamically create personalized communications using pre-approved layouts and content to provide consistent high quality customer correspondence with our new solution accelerator release.

TE14 APPLYING STRATEGIC WORKFLOW DISCIPLINE TO BENEFIT ENROLLMENT OPERATIONS | Albert Weisner
Thursday, May 6, 2010
9:40 - 11:20am

How the automation of the Department of Homeland Security’s Transit and Parking Benefits Program delivers value to the entire DHS organization with real customer results – beyond budgets and deadlines. Or How the Program Office’s Vision was turned into a day-to-day automated system that delivers real customer results – putting the "accurate” transit benefit into the DHS’s employees’ hands.

This case study high lights the business re-engineering process through actual implementation and day to day usage. Discussion of lessons learned from a Program Office, eForms Management, and IT Prospective.

Also, includes the demonstration of the eForms Wizards approach to forms and discusses the advantages and disadvantages.

PW14 continued - PROJECT MANAGEMENT | Kelly Halseth
Thursday, May 6, 2010
8:30 - 11:20am

Revised Session: Managing forms and business processes is a never-ending exercise of leaping back and forth between micro and macro views of your organization. One minute you are completing a detailed analysis of a specific form, and the next you are developing an organization-wide implementation strategy for a group of standardized or new forms. How do you manage ‘projects’ of such contrasting scope? You will learn that project management strategies are highly adaptable and very effective when applied in a forms environment. This session will cover project managementbasics as they relate to your forms program: from the mini-projects to the major initiatives, including: scoping; projectcharters (how to utilize a ‘standing’ charter); scope creep; Work breakdown; resource management and reporting. Participants are asked to bring along a project idea and using a variety of predesigned planning templates, willcomplete a rough draft of a project plan.

Post Conference Sessions


PC1 ADVANCED LIVECYCLE | Angie Okamoto
Thursday, May 6, 2010
1:00 - 4:00pm

LiveCycle Designer can be used to create basic interactive forms, but why go with basic when you can really make your forms come alive? This hands-on session will discuss techniques that enable you to add intelligence to your form and to create dynamic layouts that react to the data or to user interactions. Topics to be covered include: Dynamic Form Layout Checklist, Form Letters/Mail Merge Type Documents, Databinding, Scripting for Dynamic Layouts and Troubleshooting Dynamic Forms and Scripts.

PC2 ADVANCED ADOBE ACROBAT | Nicole Sell
Thursday, May 6, 2010
1:00 - 4:00pm

This hands-on session will take an advanced look at working with Adobe Acrobat Professional 9 to develop PDF forms. There are many different form fields available in Acrobat and this session will take a look at the advanced settings that can be used. We will also cover the basics of common scripting options and calculations for more complex forms. This session is hands on and students will need to provide a laptop for use during the course. The laptop will need to have Adobe Acrobat Professional 9 installed.

*Above are descriptions for Symposium 2010. All sessions, speakers, and times are subject to change.

more Calendar

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Strategic Forms in the Insurance Industry

11/18/2014
Webinar: Goldfish, Clear Communications and LUNAtics?

5/12/2015 » 5/14/2015
BFMA 2015 Conference

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