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2014 BFMA / DOCUMENT Strategy Forum: Schedule
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BFMA / DOCUMENT Strategy Forum - Schedule

Overview | Schedule | Sessions | Speakers | Special Events | Travel | Forms Pavilion

Hyatt Regency Greenwich
1800 East Putnam Avenue
Old Greenwich, CT 06870
203.637.1234

 

BFMA will be providing a three educational tracks - Forms Management, Data Collection/Workflow, and Mobile Solutions / Technology

*The sessions listed below are subject to change.

FORMS MANAGEMENT / DESIGN (F)
Forms management involves cost-benefit analysis, consultation, project management, and environmental and safety awareness. Forms administration involves version control, identification and filing systems, software distribution, warehousing, standards, operating procedures, obsolescence, forms repositories, business continuity, procurement, and inventory management. Design and development includes graphics, use of color, typography, plain language, and user interfaces, manufacturing considerations, printing specifications, field formatting, masks, data validation, and development specifications. Process and workflow involves assessment of objectives and project scope, fact finding, data organization, analysis, solution development, recommendations, implementation, follow-up and evaluation.

DATA COLLECTION / WORKFLOW (W)
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 systems, database development, networks, communication systems, mobile systems, automating workflows, and applications software.

TECHNOLOGY/MOBILE SOLUTIONS (M)
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. Mobile technology and solutions include store, access, create, allow to modify, organize, or otherwise manipulate data in various forms from a location without being required to be tethered to any particular location.

 

Tuesday, May 13, 2014

10:00am - 10:50am

F501 Best Practices in Forms Management
W601 Developing Forms Using SharePoint and InfoPath
S701 Self Service Applications to Address Business Processes and Problems

11:00am - 11:50am

F502 Conducting an Organization Wide forms Review
W602 Using SharePoint Designer to Develop Workflows
S702 TBD - Education Session

12:00pm - 12:50pm

F503 FATCA Entity Classification: Devloping a Guideline for the Canadian Insurance Industry
W603 Holistic Customer Communications: Eliminating Silos of Technology to Achieve Excellence in Customer Communications
S703 TBD - Education Session

2:00pm - 2:50pm

F504 Translating the Document Vision into Reality
W604 eforms and Business Process management on Mobile Platforms
S704 Collaboration and Customer Engagement Through Dynamic Forms Management (OBRIEN Product Session)

3:00pm - 3:50pm

F505 Using Social Media for Professional Development
W605 Forget Scanning, Faxing, and Data Entry - use a Digital Pen
S705 Versivo Product Session

4:00pm - 5:00pm | Networking Reception

 

Wednesday, May 14, 2014

9:00am - 9:50am

F506 Product Session: Cerenade Enterprise Forms Management
W606 Managing Change: Transitioning Paper to Digital
S706 TBD - Education Session

10:00am - 10:50am

F507 Product Session: Essociates
W607 Mobile Forms vs. Mobile Applications
S707 Developing HTML Forms with Adobe Designer

11:00am - 11:50am

F508 Educating Your Staff and Clients in Forms Management (Part 1)
W608 How to Collect PDF Forms with Digital Sigantures from iPads into Popular Databases
S708 Product Session: Efficient Technologies

12:00pm - 12:50pm

F509 Educating Your Staff and Clients in Forms management (Part 2)
W609 Information Management Case Study - Replacing Management Systems
S709 Customer Communications Management

1:00pm - 2:30pm | Opening Day Keynote Luncheon Featuring David Kirkpatrick

2:30pm - 6:30pm | Exhibit Hall Open with Networking Reception

 

Thursday, May 15, 2014 | Exclusive Analyst Day

8:00am - 8:50am

F510 The Forms Eco System
W610 Using ALFRED: A Forms Management Database
S710 eSignatures for Forms
AD100 Cloud Technologies and Collaboration

9:00am - 9:50am

F511 (Repeat Session) Conducting an Organization Wide Forms Review
W611 Making Your Forms Work Smarter
S711 Mobile Workflow Just Got Easier: The Power of Voice for eForms
AD200 CCM and Mobile Delivery

10:00am - 10:50am

F512 Closing Keynote Session: Breaking Good - Forms as Your Company's Gateway Drug
AD300 Content and Big Data

11:00am - 1:00pm | Exhibit Hall Open with Lunch Service

1:15pm - 2:30pm

F513 Marketing Your Forms Management Program
W613 Policies, Procedures, and Process: How Forms Fit In
S713 (Repeat Session) How to Collect PDF Forms with Digital Sigantures from iPads into Popular Databases
AD400 Access an Analyst Speed Round

 

more Calendar

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