|Webinars - Past Recordings|
Webinars - Past Recordings
Presenter: Matt Tomlinson, CPP, Wind River Financial | Recorded October 20, 2015
This webcast is on credit card processing, and what the true cost of accepting credit card means to businesses today. Learn more about the specialty rate programs for industries such as insurance, utilities, and B2B. We'll get to the bottom of what you pay and why.
Matt Tomlinson, CPP, from Wind River Financial leads an engaging discussion about these and other important industry trends that will impact your business today and in the future.
Presenter: Robert Linsky | Recorded November 18, 2014
LUNATM (Locate/UNderstand/Act) is the methodology for designing information to ensure clear communications. Using examples, Robert Linsky will demonstrate how Locate/Understand/ActTM is an effective process to create clear communications. LUNA incorporates the best practices and principles information design, plain language, typography, graphic design, analysis, psychology, stakeholders and usability testing. Learn why communications fail if they do not meet ALL three requirements of LUNA and why he is a LUNAtic!.
Presenter: Scott Bannor | Recorded November 6, 2014
The first in our industry specific webinar series this webinar puts focus on the strategic role forms play in the insurance industry. Scott Bannor has over 30 years experience working with insurance companies. Consulting insurance executives on software, workflow, forms management and best practices Scott will give a history on how we got to where we are and shed some light on how to move forward in the ever changing world of insurance forms.
Presenter: Charlene Haykel | Recorded September 30, 2014
In this webinar, speaker Charlene Haykel will describe an approach to customer communications that sees it as a business asset. She will suggest for corporate managers a new mind-set, one that focuses on its verbal as well as visual elements and that strives for content clarity and economy as much as brand coherence and buzz. Finally, she will recommend processes that can help companies improve their customer experience with 20-30% less content and dramatically reduced costs.
Basic Forms Layout
A forms designer has a palate of tools available, but the expert knows when to use each one and how to lay them out to create good flow within the form. Should you use a radio button or a drop down? Where should you place instructions? Enhance your design know-how with these basic rules of thumb.
Business Forms on the Apple iPad
This session will introduce BFMA attendees to the new world of business forms on Apple's iPad. It will cover traditional BFMA concepts and concerns but the session will focus on how our collective business form expertise can be applied in the new world of portable and interactive tablets. We will demonstrate an example of an interactive and dynamic iPad expense report and attendees will be able to download this app to their own iPads.
This is a critically important topic for the BFMA because many field personnel are now using the iPad to complete business forms while they are on-the-road or working with clients. Designing and developing iPad-based business forms is considerably different than traditional paper forms or traditional interactive PDF forms. However, the BFMA has always been a leading voice in form management and the BFMA will continue to lead with this new and exciting iPad course.
Conducting a Call for Forms
Organizations with a large forms population are faced with an ever-changing forms management dynamic. This dynamic is a lot like raising children – left alone, they will certainly get into trouble! For forms, that generally means a proliferation of unauthorized forms and variations of forms. A periodic Call for Forms is a powerful method for maintaining control over the forms population.
This presentation covers the process of conducting an enterprise-wide call for forms. It presents a step-by-step process map and suggests methods for keeping the project organized and on-track. The speaker draws on the experience of having been involved in many such projects and how to avoid common pitfalls and problems.
Creating Forms in Adobe InDesign CS5
Discover how to build forms in Adobe InDesign with a cameo appearance of Adobe Acrobat to make it fillable. Experience this fast-paced look at Adobe InDesign CS5 and investigate the interface and work spaces available. Then discover how to save time by creating Master Pages to speed up development and provide a consistent look to documents and forms. Discover styles for text, objects and tables, advanced find and change, transformation of objects, step and repeat and libraries to store frequently used text and graphics. Finally, explore packaging files for printing and distribution and creating PDF format files for further enhancement in the Form Wizard.
Developing an eForms Strategy
What is an electronic form? How are they evolving? What will these forms look like in the future? Are electronic forms really "applications" and thus subject to IT development requirements?
After more than 25 years of electronic forms efforts, why are most organizations still doing mostly simple print-on-demand and fill-and-print forms? Why do many eForms programs fail, or at least fail to achieve their potential?
As the number of pre-printed forms declines in an organization, even less emphasis is generally placed on forms management. Electronic forms are viewed as the responsibility of the Information Technology department, and are typically viewed as front ends to databases. Forms are created using tools available, such as Microsoft Word, PageMaker, Lotus Notes, and Web development tools. They are frequently weak in function and utility.
An enterprise-wide program generally includes plans for development, deployment, support, software standards, output strategy, management reporting and cost benefit requirements, including Return-on-Investment. These plans can vary widely between organizations and are dependent upon the organization's existing infrastructure and standards already in place. Each element has specific considerations that should be decided and published as a part of the Enterprise eForms Guide.
This presentation will explore the elements of a successful enterprise eForms strategy, success factors, risks, and management support requirements. It will examine both "inside" and "outside" the firewall issues and requirements.
Developing and Maintaining Forms Management Program in your Company
Twenty-three organizations involved in the development and deployment of forms recognized no forms department should stand alone. So in 2002, they formed a committee to develop a national standard that would encompass issues they personally face on a daily basis. The result of their labor is the National Standard for Canada – Forms Management (CAN/CGSB-6.2) – a document written by forms professionals for forms professionals. This is not a government written standard but it is backed by them. It deals with recommended requirements for policy, and provides guidance on program implementation, training, resource utilization and the promotion of the Forms Management Program. This presentation will outline the objectives of the standard including the criteria and guidance for the establishment and operation of a forms-management program in either public- or private-sector organizations. The National Forms Management Standard (NFMS) may help you establish a forms management program as well as justify your department.
E-Forms Management in Cloud Computing
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.
Forms Analysis – A Basic Approach
How exactly do you do forms analysis? What are the key steps to follow during this process? Learn how to gather information for forms analysis and how the information gathered affects the design. Topics will include where to look during the analysis, what to look for, and what result certain characteristics have on the design & construction of the form.
Forms Management Excellence in the Public Sector (Centralized Forms Management)
In this session, Diana will share how the Illinois Department of Transportation was able to transform its antiquated forms management program into an ISO certified process which ensures that all forms are approved, standardized, accessible to users with disabilities, available at points of use, reviewed at regular intervals for continued suitability, and protects against the unintentional use of obsolete versions. This session will be valuable to anyone that is responsible for creating a forms management system, struggling with compliance, or faces challenges due to the size of their organization. Diana will begin with background on the challenges facing the department, how the department chose to use a hybrid approach to centralization, the decision to use Microsoft SharePoint as the primary distribution method, struggled with training and compliance issues all the way to current operations and plans for future improvements. Though presented through the lens of a transportation agency, this session is applicable to anyone trying to provide and maintain structure in their forms management program.
Improving ICR And Barcode Recognition Accuracy In Image-Based Forms Processing Systems
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.
Mapping A New Direction: Using Process Maps to Take Your Forms to the Next Level
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.
Strategic Alignment: Getting Management Buy-In
How do you get senior management's attention and support for your forms management efforts? How do you get the resources you need to operate a best practices forms management program? These are common questions we hear from many forms professionals today. Positioning your department for success doesn't just happen. The forms manager needs a proven plan and methodology for management participation. This presentation provide a methodology for speaking the same language of management, articulating common objectives, changing from the "cost center" approach to a "profit center" approach, and providing management with the metrics that are important to them.