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MONDAY, SEPTEMBER 13

10:00am-5:00pm

PC100 - The Business Process Management (BPM) Strategy: Why BPM?
Full Day Workshop

In an ever-increasing competitive marketplace, companies are focusing more and more on improving their business performance. To maximize their resources and optimize current processes, many are embracing business process management (BPM) to achieve organizational goals. However, this strategy is not simply about reorganizing you45processes or buying a new technology. To create real efficiencies, companies will need to understand business drivers, organizational goals and the steps towards process improvements.

This special, full-day workshop, offered by the AIIM Certificate Program, provides a clear overview and explanation of BPM, its key components and important concepts. This training program will provide attendees the knowledge and tools to gain ownership and support by senior executives and users. In addition to this classroom setting, attendees will have access to the online materials and exam to gain the official AIIM designation of BPM Practitioner.

Workshop topics include:
Business drivers, best practices, ECM, business analysis, flowcharting, process improvements, process modeling, technologies, standards, protocols, collaboration, strategy.

Instructor: Bob Larrivee, AIIM International
Bob Larrivee
is an internationally recognized lecturer with over 25 years of experience in the application of advanced technologies and process improvement and is the recipient of the Cenadem - Brazil 2008 ECM Pioneer Award. Mr. Larrivee is a director and industry advisor with AIIM International, as well as holds an AIIM Master of Information Technology with a Laureate in Imaging.

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1:00pm-5:00pm

PC200 - The Multi-Channel Factor: The Strategic Relationship with Document Production
Half Day Workshop

Today, our customers are adopting modern information technologies at a faster rate than ever before and demanding more choices in accessing their information. To keep up with these changes, companies will need to reevaluate their customer communications strategy. As organizations continue to look for cost-saving solutions, implementing a multi-channel strategy for document production is becoming a viable option. However, this initiative requires a strategic and holistic approach in order to realize its full potential.

This intensive workshop will identify the major trends and directions in the customer communications market. This class will provide unique market insights, real-world case studies and the best practices for transactional and customer communications multi-channel options and adoption. In addition, attendees will receive the latest updates to Madison Advisors' multi-channel customer communications management research results, including updates for key verticals and service providers.

Workshop topics include:
Enterprise output rightsizing, customer communications, business drivers, document production, electronic delivery, adoption strategies, cost analysis, print suppression.

Instructor: Kemal Carr, Madison Advisors
Kemal Carr is president of Madison Advisors, an advisory firm that specializes in print and electronic communications. He is regularly sought out by leading output technology publications, including Data Processing Technology, Digital Publishing Solutions, DOCUMENT and Mailing Systems Technology, to write about or comment on key issues and topics. He speaks frequently at trade events, including sessions at Xplor's Global conferences.

PC300 - How to Build a Document Strategy
Half Day Workshop

When implementing changes to your document processes, it's a well-known fact that companies need a strategy to effectively complete any initiative successfully. However, figuring out exactly how to build that strategy is not so clear. Too often, company executives embark upon a project without a strategic vision, enterprise support, implementation checkpoints or process metrics. To capture sustainable change and improvements, document professionals will need to learn the fundamentals of building a document strategy.

This strategic workshop provides an organized methodology to design document strategies for the enterprise. This tutorial will cover the basics of each step in building a strategy - from conception to production. Attendees will learn from production process best practices and a real-world case study of a transaction print shop implementing a TransPromo strategy. The workshop will offer a tangible discussion of a document strategy, process-building steps and measuring success.

Workshop topics include:
Strategy, design, change management, document production, output, document methodology, business needs, information culture, metrics, TransPromo.

Presenters: Bill Broddy, IMERGE Consultants & Bill McCalpin, MHE
Bill Broddy is an industry-recognized advisor with almost 30 years experience in electronic document enabling and delivery. He is the principal consultant for Transaction Document Production at IMERGE Consulting and is the co-founder of acadami, which develops and delivers Transaction Document Production training. In addition, Mr. Broddy recently achieved his Master EDP in Business Planning from Xplor International.

William J. ‘Bill' McCalpin has over 30 years of experience in the electronic document industry (high-volume printing, archive and web display). He is a principal at MHE, the print2image2Internet specialists, and is also co-founder of acadami. Formerly, Mr. McCalpin served as the general manager of Xplor International, a multinational non-profit trade association, and chaired the Accreditation Committee for AIIM International. Recently, he achieved his Master EDP in Print Streams from Xplor International.

PC400 - The Power of the Address: Creating Mail Intelligence
Half Day Workshop

Address management is much more than a postal concern, as it can affect everything from the integrity of direct mailing lists, to targeting the right demographic for transactional documents or TransPromo marketing collateral, as well as extending to fraud prevention from misdirected mailpieces. From billing and marketing to mailing processes, organizations need to consider the value that address quality and Intelligent Mail technology can bring to their businesses and bottom lines. In a challenging economic climate, it has become more important than ever for companies to effectively track their incoming and outgoing customer communications.

This mailing-intensive workshop will provide a crash course on the end-to-end best practices for improving address quality, which contribute to the efficiency, cost savings and customer loyalty throughout the organization. Attendees will also learn the ins and outs of the USPS Intelligent Mail Barcode ( IM™BC) and its impact on addressing. This interactive workshop will discuss how to build strategies for address quality, perform data audits and how the IM™BC offers a new layer of mail-based intelligence that provides greater visibility into the mailstream.

Workshop topics include:
Address management, Intelligent Mail Barcode, mail tracking, Intelligent Mail, postal optimization, strategy, customer data, personalization, sorting, technology, finishing.

Instructor: Kevin Conti, Pitney Bowes Business Insight
Kevin Conti
is director of Communication Intelligence at Pitney Bowes Business Insight. He works in a consultative role with large financial services, insurance and telecommunications customers to deploy software solutions that reduce mailing costs and improve customer communications. Mr. Conti has a liaison role with the USPS, industry groups and mailing product organizations. He is a regular speaker on mailing topics at industry events, such as the National Postal Forum and MAILCOM.

PC500 - Forms Management Standards
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 labour is the National Standard for Canada – Forms Management (C**/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.

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.

Presenters: Bet Morash is the chair of the Canadian General Standards Board Committee on Forms Management. Bet has been in the forms industry for almost forty years. She has held many different positions working her way up to her current job at the City of London. She has been a Forms Clerk, Junior Forms Designer; Senior Forms Designer; Forms Analyst, Forms sales representative, and Business Systems Analyst (current). Her project team won the BFA 2006 Professional Award for a ground-breaking project they implemented.

Julie Stephens has been the City of Mississauga's Forms and Procedures Analyst for twelve years. She has been a BFA member for twelve years, and served as past-President of the Toronto chapter. Julie has a background in Graphic Design and Marketing and assists her husband with his corporate design and marketing business. Julie is married with one very active son. She volunteers in and outside of her community with her sons hockey team and in the areas of children's rights, family planning and the homeless.

PC600 - Lotus Forms

TBD

PC700 - Designing Forms with LiveCycle Designer
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.

Presenter: Angie Okamoto, Avoka Technologies
Angie has been in the technology training industry for over eight years and is well known in the LiveCycle community. She has provided technology training and consulting to hundreds of businesses throughout the United States and is a frequent speaker for various business associations and technology events. She's an Adobe Certified Expert, an Adobe Certified Instructor and a Master Level Microsoft Office Specialist but it's the Adobe LiveCycle Enterprise Suite are the products she most enjoys teaching.

 

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TUESDAY, SEPTEMBER 14

9:00am-9:45am

S101 - It Is All in the Quality of the Data  
No matter what part of the personalized document process you look at, the data is the single most important variable for a successful production piece. Creating, correcting, cleansing and merging your customers' data will give you all the necessary tools to communicate with them better. This session will discuss various ways data can be used in personalized document applications, including postal data, data lists and relational databases.

Presenter: John Leininger, Clemson University
John Leininger
is a professor in the Department of Graphic Communications at Clemson University. He has been teaching at Clemson for 24 years, recently focusing his teaching and development in the digital printing, mailing, database and marketing service section of the industry. Mr. Leininger is a frequent speaker at industry events and has presented over 350 technical presentations over the last 20 years.

T201 - Best Practices for SharePoint Information Life Cycles
With SharePoint 2010 just around the corner, companies will need a roadmap to successfully plan and implement enterprise content and records management programs that include SharePoint as a collaborative tool, an ECM tool or as a repository of record. This session will provide attendees with standard electronic document life cycle models, which depict the life spanof records from creation or receipt to their final disposition. The presentation will also evaluate these life cycle models and illustrate use cases needed to ensure that information is appropriately managed within an enterprise.

Presenter: Mike Alsup, Gimmal Group
Mike Alsup
has been a leader in enterprise content management (ECM) and records management (RM) for more than 30 years. He is the founder and senior vice president of Gimmal Group, an ECM and RM systems integrator. Mr. Alsup was awarded the Ernst & Young Entrepreneur of the Year in 2008. He is a member of the AIIM International Board and the past chair of the AIIM Emerging Technology Advisory Committee.

P301 - The TransPromo Imprint: Getting the Most Out of Your Output

Presenter: TBD

M401 - The Future of Mail: The Changing Role of the Corporate Mail Center
Growing factors, such as the publicized financial woes of the United States Postal Service, predicted decrease of inbound mail and migration of business processes from paper to digital, are changing how companies look at their corporate mail center and their mailpieces. This session will evaluate the near-term impacts of these and other factors on the corporate mail center. Attendees will learn about the controlled evolution from mail systems management to document systems management in the face of known factors, like email, and emerging disruptive technologies, such as social media, as well as practical examples of green initiatives.

Presenter: Dr. Michael Field, Océ Business Services
Michael Field, Ph. D.,
is the director of Product Management for Océ Business Services (OBS). In his current assignment, he is responsible for the product management functions of a broad family of products and services, spanning mail management, records management, fleet management and document processing outsourcing. He has invested over 30 years developing and delivering technology solutions for the production print/mail, office and document processing markets. Previously, Dr. Field worked for Pitney Bowes for over 20 years.

F501 - Designing Forms for Data Collection
Session description coming soon.

Presenter: Angie Okamoto, Avoka Technologies has been in the technology training industry for over eight years and is well known in the LiveCycle community. She has provided technology training and consulting to hundreds of businesses throughout the United States and is a frequent speaker for various business associations and technology events. She's an Adobe Certified Expert, an Adobe Certified Instructor and a Master Level Microsoft Office Specialist but it's the Adobe LiveCycle Enterprise Suite are the products she most enjoys teaching.

W601 - Featuring the New Lotus Forms 3.5.1
Lotus Forms provides customers with an electronic forms solution that automates forms-based business processes and integrates data with existing IT systems. 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.

Presenter: Marty Lechleider is the IBM Product Manager for IBM Lotus Forms. In this role Marty works with customers, business partners, and sellers worldwide to understand market requirements and shape the product plans and strategy for IBM Lotus Forms and the IBM Business Process Accelerator. Marty also focuses on IBM WebSphere Portal and IBM Lotus Forms within government markets. He has been with IBM since 1987 and part of the IBM Web Sphere Portal and IBM Lotus Forms Product Management team for the last five years.

A701 - Adobe LiveCycle Forms Enterprise Suite Overview
Catch up on the latest data capture solutions from the Adobe LiveCycle Enterprise Suite. The session will provide an overview of PDF forms, our new version of Guides (Flash based wizards), and our mobile data capture solution. Come learn why Adobe is a leader in electronic forms data capture and processing.

Presenter: Chris Ethier, Group Product Marketing Manager, Adobe Systems, Inc. has over ten years experience in solving customers challenges in the Enterprise. Chris has worked for leading technology companies such as Accenture and Nortel Networks. Chris' past experience has focused on driving solutions for intelligent data capture & process automation. Chris is now engaged in providing strategic vision and direction to Adobe on their next generation of product solutions. Chris is also one of the key inventors of Adobe's patent for the XML Data Package format introduced in Acrobat version 6 and has brought to market several innovative solutions such as Form Guides and iStatements as part of the LiveCycle ES platform.

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10:00am-10:45am

S102 - CASE STUDY - Business Process Improvement: Maintaining Your Competitive Edge
With the downturn of the economy, SourceLink, a national direct mail and critical mail producer, determined that action should be taken to assure continuation of high margins and client satisfaction. This case study will provide background on the state of the business prior to process improvements, what motivated the company and expected goals, including the return on consulting investments and the sustainable change to the business. Attendees will see the specific results over the first year and into the second year.

Presenters: Debbie Thurston, SourceLink & Deb McMahon, R3D2 Consulting
Debbie Thurston
has over 15 years of management experience, with five years being in the print/mail industry. She currently serves as the director of Business Process Optimization at SourceLink. Ms. Thurston has been responsible for the training of employees at SourceLink for the past several years, most recently training all employees in the area of implementing and utilizing the methodology of Business Process Optimization.

Deb McMahon has over 25 years of progressive operations and executive management experience in direct mail/marketing, critical mail outsourcing, print and mail production management and fulfillment. She is a partner of R3D2 Consulting, which specializes in process improvement. Ms. McMahon is a former speaker of Xplor's Global conferences where she would speak on continuous improvement.

T202 - CASE STUDY - Leveraging Imaging Technology to Capture Payment Optimization
The strength of a technology solution lies within an organization's ability to create real process efficiency with it. This case study will show how an organization implemented a system to optimize their payment posting process. The presentation will review the document management-centric components of the system, including capture via scanning, auto indexing, OCR technology, image repository platforms and image retrieval and viewing architectures.

Presenter: Leo Bressman, Medco
Leo Bressman
is the senior director of Enterprise Content Management at Medco, a Healthcare Company. Over the past 15 years at Medco, Mr. Bressman has implemented many imaging-based systems and holds a patent for a Prescription Management System. Prior to joining Medco, he gained extensive technology experience working in the financial sector for Money Center Banks.

P302 - SPECIAL DEBATE - Black and White Versus Color Print
With the advancing technology and lowering costs, transactional color printing is making waves. But as more and more transaction print enterprises adopt TransPromo methodologies, is there still a future for black and white in transaction print? Does black and white printing in TransPromo even make sense? This special session will present the pros and cons of a long-term black and white strategy. Attendees will have a chance to hear two industry veterans argue both points of view.

Presenters: Bill Broddy, IMERGE Consultants & Bill McCalpin, MHE
Bill Broddy
is an industry-recognized advisor with almost 30 years experience in electronic document enabling and delivery. He is the principal consultant for Transaction Document Production at IMERGE Consulting and is the co-founder of acadami, which develops and delivers Transaction Document Production training. In addition, Mr. Broddy recently achieved his Master EDP in Business Planning from Xplor International.

William J. 'Bill' McCalpin has over 30 years of experience in the electronic document industry (high-volume printing, archive and web display). He is a principal at MHE, the print2image2Internet specialists, and is also co-founder of acadami. Formerly, Mr. McCalpin served as the general manager of Xplor International, a multinational non-profit trade association, and chaired the Accreditation Committee for AIIM International. Recently, he achieved his Master EDP in Print Streams from Xplor International.

M402 - Improving the Process with Six Sigma
Too often, "if it ain't broke, don't fix it" is a company's business mantra. The problem is that they may not know when something actually is broken - hurting the bottom line and increasing risk. Then the question is: What is the fix? Often, the solution exists with the company, just requiring changes to existing processes instead of purchasing additional products. In this session, you will learn how Fortune 1000 companies have used Six Sigma process improvement strategies to dramatically improve address quality and reduce return mail by determining the need for process and/or product changes.

Presenters: Adam Collinson & Karen Cornelius, Pitney Bowes
Adam Collinson
is a solutions design consultant for Pitney Bowes Management Services and is part of the Center for Applied Knowledge. He has utilized Six Sigma processes and techniques for nearly two decades. Mr. Collinson has been co-chair on multiple workgroups for the USPS Mailers Technical Advisory Committee (MTAC) and is a recognized speaker noted for delivering presentations that go beyond sharing industry knowledge and focus on how to apply knowledge in order to generate results.

Karen Cornelius has been with Pitney Bowes Management Services as the western region operations director for the Bank of America since September 2004. She has over 32 years of experience in the industry, which includes 14 years with the US Postal Service and 12 years in higher education. Ms. Cornelius is actively involved in the Mail Systems Management Association as national executive vice president and is a regular speaker at MAILCOM, PCC meetings and MSMA chapters around the country.  

F502 - Improving Image-Based ICR and Barcode Recognition through Better Form Design and Technology
Session description coming soon.

Presenter: Rick Scanlan, Director, Sale Engineering, Accusoft Pegasus joined Pegasus Imaging, DBA Accusoft Pegasus, with the acquisition of TMSSequoia in December 2004 after 15 years of service. During his tenure, Rick has served in a variety of technical, business development and corporate management roles including technical consultant for TMS' early CD-ROM publishing products, business development for imaging tools, sales management, and corporate management. Over the years, Rick has developed extensive expertise in a wide variety of imaging technologies including Internet-based imaging, image enhancement and forms processing. As General Manager of TMSSequoia's Internet Innovations Division, he was responsible for directing engineering, sales, and customer support. Rick was instrumental in bringing the Prizm® Viewer to market. Rick currently utilizes his years of imaging and consulting experience to assist the sales team in analyzing customer technical requirements and assisting with sales activities. Rick also helps define Pegasus product strategy and future development. A native of Oklahoma, Rick earned Bachelor of Science degrees from Oklahoma State University in Business Management, Economics, and Management Science and Computer Systems.

W602 - Best Practices: Improving Process Efficiency with Forms Technology
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.

Presenter: Marty Lechleider is the IBM Product Manager for IBM Lotus Forms. In this role Marty works with customers, business partners, and sellers worldwide to understand market requirements and shape the product plans and strategy for IBM Lotus Forms and the IBM Business Process Accelerator. Marty also focuses on IBM WebSphere Portal and IBM Lotus Forms within government markets. He has been with IBM since 1987 and part of the IBM Web Sphere Portal and IBM Lotus Forms Product Management team for the last five years.

A702 - Going Beyond Static Correspondence to Better Service Your Customers
With Adobe LiveCycle EnterpriseSuite and the Correspondence Management Solution Accelerator, you can automate all kinds of correspondence—from welcome packages and confirmations to proposals and claim letters—while ensuring communications are accurate, compliant, and secure. Inadequate correspondence management wastes millions—in time, expense and lost opportunities. Learn how to control your cost, streamline the process, and engage your customer by making your correspondence interactive.

Presenter: Chris Ethier, Group Product Marketing Manager, Adobe Systems, Inc. has over ten years experience in solving customers challenges in the Enterprise. Chris has worked for leading technology companies such as Accenture and Nortel Networks. Chris' past experience has focused on driving solutions for intelligent data capture & process automation. Chris is now engaged in providing strategic vision and direction to Adobe on their next generation of product solutions. Chris is also one of the key inventors of Adobe's patent for the XML Data Package format introduced in Acrobat version 6 and has brought to market several innovative solutions such as Form Guides and iStatements as part of the LiveCycle ES platform.

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11:00am-11:45am

S103 - CASE STUDY - Moving Beyond TransPromo: The Next Chapter in Customer Messaging  
TransPromo is certainly important in customer communications, but it's only one piece of the puzzle. Enterprise message management has emerged as the next-generation solution for enabling marketing and business stakeholders to communicate with their customers and prospects in unprecedented ways. This case study will outline how organizations can bridge the gap between existing enterprise campaign management, marketing automation solutions, customer data sources and various delivery systems, including TransPromo. Attendees will learn how to leverage their enterprise systems, utilize tracking, reporting and analytics and enable business collaboration.

Presenters: Nick Romano, Prinova & Kim Duxbury, Sun Life Financial
Nick Romano
is the co-founder, president and CEO of Prinova. He specializes in business process reengineering for enterprises migrating to new document delivery solutions. Mr. Romano focuses on implementing messaging and personalization strategies, workflows and ROI tracking. He is a popular international speaker on the implementation of successful TransPromo strategies, with topics ranging from design, messaging, customer touchpoint management and advanced personalization.

Kim Duxbury is the assistant vice president, Product and Research, of Sun Life Financial, where she leads a team of professionals responsible for building and supporting pensions and savings products and services, as well as delivering on key initiatives in support of pension reform for Sun Life Financial's Group Retirement Services division. She has over 25 years of experience in the pensions and savings industry, working with both defined benefit and defined contribution plans.

T203 - Top 10 Document Security Steps
In an age where information-sharing is as easy as logging onto our computers, companies face new challenges in protecting customer data, transactions and internal documents from unauthorized users. Too often, the technology we use and common office practices can open security holes for hackers and allow unauthorized document access. This session will cover the 10 steps that document management professionals can take, in partnership with their IT team, to improve enterprise document security. The presentation will include measures to mitigate or close cyber security holes and improve overall record management reliability.

Presenter: Daryl L. Thompson, Thompson Network Consulting, LLC
Daryl L. Thompson
is the founder of Thompson Network Consulting, LLC (TNC), which provides small- and medium-sized organizations with reliable security solutions for their computer networks and records. Prior to founding TNC, he spent over 15 years with Lucent Technologies, participating in the successful development and deployment of Lucent's data networking products. Mr. Thompson is also a member of the Information Systems Security Association (ISSA) and InfraGard Chicago.

P303 - The Outsourcing Choice: Right-Sizing Document Output
With the economy slowly recovering, companies are once again looking towards their outsourcing strategies. However, the lessons from the financial crisis are driving document producers to be more innovative in their strategies and to be as efficient as possible. This session will review the critical components behind a successful right-sizing strategy, developing an outsourcing strategy and the trends and current developments in the outsourcing market, as well as identify the market leaders.

Presenter: Kemal Carr, Madison Advisors
Kemal Carr
is president of Madison Advisors, an advisory firm that specializes in print and electronic communications. He is regularly sought out by leading output technology publications, including Data Processing Technology, Digital Publishing Solutions, DOCUMENT and Mailing Systems Technology, to write about or comment on key issues and topics. He speaks frequently at trade events, including sessions at Xplor's Global conferences.

M403 - Zero-Defect Mail: Meeting the Regulations Burden
The need to produce error-free mail is no longer a desire but has become a necessity. With current Federal privacy regulations, new federally mandated bill delivery times and the Postal Service planning a five-day delivery work week, mail must be monitored, managed and produced on-time. This session will discuss how companies can produce zero-defect production mail while meeting all of today's compliance requirements. Attendees will learn through real-world case studies and success stories how to monitor the production of all mail (including reprints)

Presenter: David Day, Inspectron, Inc.
David Day
is a business development manager for Inspectron, Inc. He has over 33 years experience in all aspects of production mail. Mr. Day's diverse background positions him to understand a wide variety of ADFs, helping to build many ADFs from the ground up and re-tool many for compliance, zero-defect and management. He has previously worked for Pitney Bowes, Sefas Innovations, Formscan, Group 1 Software and Xerox.

F503 - Elements of a Forms Management Strategy (Part I)
A comprehensive forms management strategy that is congruent with the organization's strategy is critical for success in a best practices environment. This presentation discusses the elements of a strategy document, considerations for developing the strategy, and how to successfully align the department strategy with senior management initiatives. It presents strategic thinking as a methodology for successful planning.

Presenter: Ray H. Killam, CFSP, CFC is President of Essociates Group. Ray H. Killam, CFSP, CFC is President of Essociates Group, Inc, a forms management consulting company. Ray is past-president of BFMA, is currently President Emeritus, and serves on the Past Presidents' Council and on the BFMA Education Foundation Board of Trustees. He was presented the Jo Warner Award in 2001. Ray holds a BBA-Economics from Washburn University, an MBA from George Mason University, and a Masters Certificate in eCommerce from Creighton University.

W603 - Dynamic Forms Deliver
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.

Presenter: J.P. Terry is the CEO of SmartDoc Technologies, a leading consultant in the field of intelligent and dynamic document solutions. SmartDoc specializes in the Adobe LiveCycle and InDesign Server platforms, and has developed paperless solutions for Fidelity Investments, Merrill Lynch, and Citigroup. SmartDoc Technologies is a member of the Adobe Solutions network and has offices in New York, New Jersey, and Beijing, China. J.P. often writes and speaks about dynamic PDF and Adobe LiveCycle, and is the author of "Creating Dynamic Forms with Adobe LiveCycle Designer" (Adobe Press, 2007) and, "Paperless: Real-World Solutions with Adobe Technology" (Adobe Press, 2009). Prior to SmartDoc Technologies, J.P. founded BrandWizard Technologies, a division of Omnicom (OMC), and was the CEO of BrandWizard from 2000 until 2005. Mr. Terry is a graduate of the Rhode Island School of Design, the Omnicom Executive training program, Microsoft's .NET Certification program, and Wharton's Financial Executive program.

A703 - Deloitte's Adobe Sales Force Automation solution with Rich User Experience Capability
Session description coming soon.

Presenter: Jaco Van Eeden, Deloitte Consulting

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12:00pm-12:45pm

S104 - PEER-to-PEER - Driving Statement ROI: An Interactive Discussion
This highly interactive, peer-to-peer session will look at the place of transactional documents in the customer communications mix. After setting the stage with a brief presentation looking at the evolution of transactional documents from static bills with zero ROI to dynamic, personalized relationship builders, we'll open the floor for what promises to be a lively and informative discussion. Participants will join in and guide the discussion, as we explore: common issues or challenges, measuring redesign effectiveness, selling document improvement programs and leveraging new technologies.

Presenter: Scott Watkinson, Simplified Communications Group
Scott Watkinson
has worked with industry leaders across Canada and the US over the past decade to develop clear business communications. He specializes in the areas of plain language writing and information design. A successful presenter, lecturer and columnist, Mr. Watkinson runs his own communications consulting firm and has worked as a consultant with some of Canada's leading plain language communication firms.

T204 - The Rise of the Cloud: Is this Document Management's Future?
The emergence of cloud computing has raised many questions on its impact on document management. Is the cloud a new paradigm that will revolutionize document management and turn it into an on-demand service, or is it simply a marketing trap aimed at forcing more people into buying locked, proprietary systems with a cost of ownership that will escalate over time? This session will answer these questions and explore how cloud computing will affect document and records management and if the risks involved will be worth it.

Presenter: Arthur Gingrande, IMERGE Consulting
Arthur Gingrande
has 17 years of experience consulting in forms automation, document image management and records management technologies. He is co-founder and partner of IMERGE Consulting. Mr. Gingrande holds a Juris Doctor degree from the Massachusetts School of Law and acts as an IT consultant and as an advisor in Intellectual Property to Boston area law firms. Mr. Gingrande is a frequent speaker at industry conferences and an accomplished author of industry-leading books.

P304 - CASE STUDY - ADF Workflows: From Print, e-Delivery to Live Mobile Tracking
Today, companies are looking towards process automation and automated document factory (ADF) workflows to increase profitability and significantly reduce cost. This presentation will review user case studies and workflow examples that illustrate the successful implementation of ADF, with emphasis on production PDF workflows, and the use of transpromotional and transeducational strategies. Attendees will also learn how to utilize post-composition document re-engineering and remote mobile job tracking.

Presenter: Mary Ann Rowan, Solimar Systems & Customer (TBA)
Mary Ann Rowan
is the vice president for Solimar Systems, Inc., a print distribution and output management software company. She is a leading expert on high-volume, transactional and variable data printing workflows with specific focus in TransPromotional, automated document factory, enterprise print output management, document re-engineering, production PDF workflows, e-presentment and integrated secure job tracking via the web.

M404 - CASE STUDY - Bridging the Gap: Implementing Customer-Friendly Process Control
It has always been a challenge for mail professionals to make their internal or external customers understand the nuances of mail and the impact their customers' decisions have on the cost of preparing and sending mail. This case study follows how the HGI Company created a process control system to make it easy for the non-mailing person to compile accurate and complete mailing and distribution instructions. Attendees will learn how HGI eliminated areas of assumption, built a system that is user friendly and provided easy-to-decipher outputs for estimated costs, data approvals, imaging approvals and billing recaps.

Presenter: Tom Hawkins, HGI Company
Tom Hawkins
is currently the director of Operations for Hi-Liter Graphics, an HGI Company, where his responsibilities include management of the mailing operations. He is a 30-year veteran in the operations management of printing, binding, mailing and fulfillment. Over those years, Mr. Hawkins has managed single departments, multiple departments, entire facilities and operations with multiple facilities. He has streamlined, improved and brought substantial growth to the mailing operations of three different organizations.

F504 - Elements of a Forms Management Strategy (Part II)
A comprehensive forms management strategy that is congruent with the organization's strategy is critical for success in a best practices environment. This presentation discusses the elements of a strategy document, considerations for developing the strategy, and how to successfully align the department strategy with senior management initiatives. It presents strategic thinking as a methodology for successful planning.

Presenter: Ray H. Killam, CFSP, CFC is President of Essociates Group, Inc, a forms management consulting company. Ray is past-president of BFMA, is currently President Emeritus, and serves on the Past Presidents' Council and on the BFMA Education Foundation Board of Trustees. He was presented the Jo Warner Award in 2001. Ray holds a BBA-Economics from Washburn University, an MBA from George Mason University, and a Masters Certificate in eCommerce from Creighton University.

W604 - Applying Project Management, Business Rules, and Business Process Re-Engineering for Forms Using Electronic Signatures
The presentation will demonstrate how the Department of State forms program has evolved from standard design to incorporating project management, business process engineering and business rules to effectively apply signature demarcations on forms that are electronically signed by one or more entity within the Department of State.

Presenter: Diane Darling, SE, Geneva Software, U.S. Department of State
Diane Darling
has an extensive career working in domestic, international and government environments. In 1980, while working at MCI Telecommunication as Director of the Control Center, she was responsible for conducting comprehensive business process re-engineering (BPR) across organizations, aimed at improving and elevating efficiency and effectiveness. In 1998 she joined Iridium (start-up) to provide leadership for their end-to-end build-out of 15 Business Centers in 15 countries chartered to provide consistent customer care globally. While working internationally with a diverse cultural team, she used project management methodologies, and business process engineering strategies as essential tools to ensure consistent deployment in each country. Currently, she works for Geneva Software as a Program Manager, assigned to the Department of State, Office of Directives Management where she collaborates with management to incorporate project management and business process engineering to assist in delivering an all-encompassing forms program.

A704 - eInvoicing: Reduce Days Sales Outstanding (DSO) with Adobe LiveCycle
Ensemble's eInvoicing solution is designed to streamline and automate existing invoicing processes through Adobe LiveCycle technologies in accordance with emerging national standards and guidelines.

  • eInvoicing challenges
  • Conforming to authority rules and guidelines
  • Certifying the authenticity of the invoice from its originator
  • Archiving and retrieving invoice documents
  • Processing and delivering inbound and outbound invoices
  • Raising and Resolving Disputes

This session will discuss the challenges facing today's enterprises in rolling out an eInvoicing solution and highlight the benefits of using Adobe LiveCycle to meet these challenges.

Presenter: Pierre van Aswegen is a senior process consultant at Ensemble with over 20 yrs of experience in the software solution space. He has spent the last 6 years focusing on requirements analysis and definition of projects involving Adobe technologies and working with customers up front to help them understand how to map Adobe technologies to help solve business problems they are facing.

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WEDNESDAY, SEPTEMBER 15

9:00am-9:45am

S105 - The Marketability of Your Message: Communicating through Multiple Channels
Creating one sales message and tweaking it for multiple uses and delivery through numerous channels saves time and money. Attendees will learn through actual success stories and example documents how sales messages can be turned into effective broadcast email messages, fillable PDFs, consumer brochures and PR messages. This session will concentrate on customer communications strategies, methods for implementation and tactics for measuring results.

Presenter: Elizabeth Cicchetti, Mutual Trust Financial Group
Elizabeth Cicchetti
is the senior marketing communications specialist at Mutual Trust Financial Group. In addition to a full-time career in marketing communications, she also has taught English composition part-time at College of DuPage in Glen Ellyn, IL, since 1991. As the author of numerous articles covering a wide range of topics, her work has been published in many formats and is available both nationally and internationally.

T205 - CASE STUDY - Communicating in a Social Media Age
The booming adoption of information technology has opened the door to so many new choices for our consumers. We live in a multi-channel world with paper, email, web, SMS and social medium-based communications all competing for our attention. This presentation will explore the challenges and opportunities facing organizations with respect to the blending of customer-based communications and the trends in social media. Through real-world case studies, this session will review how organizations can leverage social media technologies to deliver an appropriate message to the right customer.

Presenter: Scott Baker, GMC Software & Customer (TBA)
Scott Baker
brings nearly 20 years of enterprise business development, strategic alliance and channel management experience to his position as vice president, Worldwide Business Development for GMC Software. Mr. Baker has forged a successful track record in building successful global partnership programs and in negotiating and managing profitable strategic relationships with premier technology partners, including IBM, Sun Microsystems, Unisys, Microsoft, BEA Systems, Adobe, Mobius Management, Fiserv and SAP.

P305 - How to Improve Cost-effectiveness of Fleet Management
Today more than ever, companies are looking for cost-effective strategies to reduce the total cost of office print and copy. One strategy is to optimize the management of the office print/copy process, including technology, hardware and user behavior. This session will review how managed print services (MPS), the print service value chain and fleet management strategies can help organizations drive down costs while increasing efficiency. Attendees will learn real life cost minimization case studies and results obtained over a life cycle.

Presenter: Ted Ardelean, Océ Business Services Inc.
Ted Ardelean
leads the segment marketing function at Océ Business Services Inc. He analyzes business processes, workflow and technology solutions and helps develop document process efficiency solutions. Mr. Ardelean has more than 20 years business experience, including management consulting, accounting and finance, marketing and business process outsourcing. He is also a certified AIIM Electronic Records Management master.

M405 - CASE STUDY - Building a Case for Equipment Investments When Budgets Are Tight
At a time when many companies put a halt on investments, University Mail Services on the campus of UNC-Chapel Hill purchased an automated inbound mail sorter. This case study will provide background on how they justified this purchase with an ROI of less than 24 months, a reduction of five FTEs and five part-time employees, plus other benefits. Attendees will learn how to pre-plan for automation and reengineering of processes; who needs to be involved at what levels of the planning stage; how to involve internal and external champions; and key indicators, components and out-of-the-box thinking for a successful project.

Presenter: Lea Holt, University of North Carolina at Chapel Hill
Lea Holt
began her career with the University of North Carolina at Chapel Hill in 1987 and currently serves as administrative officer of University Mail Services. She is a Certified Mail Manager (CMM) through the In-Plant Printing and Mailing Association (IPMA) Ms. Holt is currently the president of the College & University Mail Services Association (CUMSA) and an elected board member of NACUMS and serves as the chair of the Professional Resources Committee.

F505 - The Total Systems Approach to Business Analysis, Plus a Case Study ~ State Of WI, Department Of Workforce Development, System Application Records Management, a Methodology That Worked (Part I)
What are the needs of your business? During this session, Joyce E. Endres, CFSP will define business analysis and an analysis methodology and competencies needed to be an effective and successful business analyst. It will also discuss how the business analysis methodology was used and outline successful results of the System Application Records Management Project.

The goal of the session is to provide a process for you to help identify and define the needs and problems within your business and solutions to those business needs.

The business analysis methodology includes:

  • Strategic Planning
  • Core Business Functions
  • Process Life Cycle Definition
  • Enterprise Analysis and Requirements Definition
  • Business and Technical Requirements and Solutions Definition
  • Recommendations. Validation; and Follow-up
  • Implementation Tips
Presenter: Joyce Endres, Information Management Business Analyst Consultant, Je Consulting LLC is an Information Management Business Analyst Consultant under Je Consulting, LLC. She is currently working part-time on an Electronic Records Management Project for the State of Wisconsin. She retired from Wisconsin State Government as an IT Strategic Planning and Business Systems Analyst after forty years of service. She is a Charter member of the BFMA Madison Chapter, a past BFMA Association President, and a Certified Forms Systems Professional (CFSP). Joyce has presented sessions at BFA International Symposiums and seminars for BFA and various other organizations.

W605 - Managing Your Forms through an Online Forms Portal (Part I)
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 form an Active Directory to streamline the forms filling process.

Presenter: Franklin Garner, President and CEO, Amgraf, Inc. and has served as a speaker and instructor at numerous BFMA events, and in 2009 was a recipient of the prestigious Jo Warner Award. He also contributes to the forms-related programs at the Print Services & Distribution Association (PSDA), and was Treasurer for the North American Security Products Association (NASPO) from 2002-2009. During his career, he has written and co-authored several research papers and articles for leading business documents industry trade magazines and journals.

A705 - Forms as Part of an Enterprise Content Management Strategy
Forms automation is on a very quick rise but so also are content management systems being leveraged on an enterprise scale. This presentation covers forms as part of a cohesive information management strategy and their integration into enterprise content management solutions. During the presentation, Accenture will share success stories from customers who have gained efficiencies with forms management as part of a complete ECM solution. Accenture will also share work with Adobe and with innovative new business models for customers to outsource large volumes of forms management; focusing on the customer interaction and the business value, and less on the technology management.

Presenter: Kyle Smith, Senior Manager, Accenture
Kyle Smith
is a senior manager in Accenture within Accenture Information Management Services practice specializing in the area of Enterprise Content Management. Mr. Smith has 15 years with Accenture and in the planning, designing and developing large scale ECM solutions for clients in a range of industries. He is the Expert Network Lead for Records Management within Accenture, helping clients understand how business records, as unstructured content, should be managed.

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10:00am-10:45am

S106 - CASE STUDY - Customizing the Transactional Document to the Right Marketing Tool
Transactional companies have long been told that simply implementing TransPromo will increase revenue and retention while lowering costs and increasing sustainability. The term is no longer just about adding promotions onto bills, but more about precise marketing solutions targeted across multiple channels to existing and potential customers in efforts to gain or retain business. This session will highlight real-life success stories and tips for searching for the right precise marketing tool for your company.

Presenter: Carrie Murphy, InfoPrint Solutions Company
Carrie Murphy is the market development manager for InfoPrint Solutions Company. She contributes to the rollout of the company's worldwide precision marketing offerings. Ms. Murphy was with DST Systems and DST Output for 16 years where she built an understanding of transactional production printing. She is an active member of Xplor International and served as president for four years. In addition, she received the OutputLinks 2005 Woman of Distinction award.

T206 - CASE STUDY - Go Paperless: A Three-Phase Approach
Copernicus Group IRB used a three-phase approach to ensure compliance, get staff buy-in and ultimately become 95% paperless in less than two years, thus increasing efficiencies and ultimately securing their competitive advantage in a highly competitive industry. This case study reviews the use of digital electronic signature for approvals, best practices approach to a five million page scanning effort (with live documents) and efficiencies gained and personnel savings.

Presenters: Bryan Reynolds, Sitrof Technologies Inc. & Jennifer Sodrel, Copernicus Group IRB
Bryan Reynolds
is the co-founder of Sitrof Technologies, Inc. He has more than 15 years of experience in enterprise content management, business workflow, imaging and records and knowledge management. An award-winning executive, industry leader and marketer, Mr. Reynolds is a featured speaker on various ECM topics. He has been named an esteemed partner and value-added reseller by several industry leading, global technology leaders.

P306 - Legacy Print Streams: What's the Big Deal?
In the current economy, successful organizations are leveraging their legacy print streams to do more with less and are becoming the shining lights in the industry. This session will examine how organizations have arrived at this point and how they can manage to move forward and avoid stagnation, as well as the state of the transactional customer communications market and the current use of legacy print streams. Attendees will learn the limitations of the various legacy print streams and how to utilize techniques, such as print stream transforms and document re-engineering.

Presenter: Ernie Crawford, Crawford Technologies
Ernie Crawford
, an electronic document industry pioneer, is the president of Crawford Technologies. He has 25 years of senior marketing and management experience in the high volume electronic printing market. Mr. Crawford's strong technical background that includes 16 years of experience with electronic document systems has been recognized worldwide. As a result, he has consulted with many prominent companies in the industry, including IBM, Xerox, StorageTek, Moore Business Communications and many others.

M406 - Wagging the Dog: Integrating Your Mail Center with the Rest of the Organization
The mail center is pretty much the end of the line for many corporate processes-and the place where the efforts of many different players all come together. This session will discuss what role the mail manager should play in the overall corporate communications strategy. Attendees will learn the unique perspective that document mail managers have on the entire document workflow, how they can become a critical component of the communications team, what are the outreach strategies for initiating interdepartmental communication and the value of being proactive.

Presenter: Mike Porter, Print/Mail Consultants
Mike Porter
is president of Print/Mail Consultants, a firm that specializes in helping organizations improve workflow, lower costs and raise quality in document operations. During a career that includes service bureau production and management, hardware vendor technical support, management of outsourced print and mail operations and independent consulting, he has consistently improved document and mailing operations for his employers and clients. Mr. Porter has authored many articles published in print and online magazines.

F506 - The Total Systems Approach to Business Analysis, Plus a Case Study ~ State Of WI, Department Of Workforce Development, System Application Records Management, a Methodology That Worked (Part II)
What are the needs of your business? During this session, Joyce E. Endres, CFSP will define business analysis and an analysis methodology and competencies needed to be an effective and successful business analyst. It will also discuss how the business analysis methodology was used and outline successful results of the System Application Records Management Project.

The goal of the session is to provide a process for you to help identify and define the needs and problems within your business and solutions to those business needs.

The business analysis methodology includes:

  • Strategic Planning
  • Core Business Functions
  • Process Life Cycle Definition
  • Enterprise Analysis and Requirements Definition
  • Business and Technical Requirements and Solutions Definition
  • Recommendations. Validation; and Follow-up
  • Implementation Tips
Presenter: Joyce Endres, Information Management Business Analyst Consultant, Je Consulting LLC is an Information Management Business Analyst Consultant under Je Consulting, LLC. She is currently working part-time on an Electronic Records Management Project for the State of Wisconsin. She retired from Wisconsin State Government as an IT Strategic Planning and Business Systems Analyst after forty years of service. She is a Charter member of the BFMA Madison Chapter, a past BFMA Association President, and a Certified Forms Systems Professional (CFSP). Joyce has presented sessions at BFA International Symposiums and seminars for BFA and various other organizations.

W606 – Managing Your Forms through an Online Forms Portal (Part II)
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 form an Active Directory to streamline the forms filling process.

Presenter: Franklin Garner, President and CEO, Amgraf, Inc. and has served as a speaker and instructor at numerous BFMA events, and in 2009 was a recipient of the prestigious Jo Warner Award. He also contributes to the forms-related programs at the Print Services & Distribution Association (PSDA), and was Treasurer for the North American Security Products Association (NASPO) from 2002-2009. During his career, he has written and co-authored several research papers and articles for leading business documents industry trade magazines and journals.

A706 - Driving Forms Conversion Projects through Level-of-Effort Forecasting
Twin Technologies will discuss how understanding form-usage metrics in comparison to the level of effort (LOE) required to convert forms from their current state to desired end-state eForm functionality can accelerate the successful business adoption of an electronic-forms architecture at any size organization. Our discussion will include a case study of our story working with one of the World's largest insurance providers as they moved to eForms and we will introduce our FormCasting tool. FormCasting allows us to know which forms to convert first - based on the business impact of the forms - and shortens the time frame to realizing capital payback on an eForms conversion project. By having an accurate level-of-effort to accomplish an eForm conversion in hand before beginning the conversion itself; companies can accurately allocate their resources, have a fair understanding of project time to completion and cost, an understanding of the return on investment calendar, and minimize their risk.

Presenter: Kevin Okragly is a Director at Twin Technologies and has led the company's LiveCycle practice since early 2009. Kevin is a LiveCycle Solution Architect who has led LiveCycle engagements for clients like New York Life, CITI and US Government Agencies. Kevin was one of Twin Technologies' Solution Architect brought in be the Adobe Engineering team to co-architect Adobe's LiveCycle based Solution Accelerator toolkits. Kevin was the architect behind Twin Technologies' DigiNodes: Digital Asset Review solution that was the first partner solution to win a formal Adobe Endorsement.

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1:45pm-3:30pm

ST107 - MEGA SESSION
Document Industry: Trends and Technologies

The document processing market is a broad segment that includes life cycle management of transactional records - such as statements, letters, and invoices - as well as promotional and personalized content. The integration of more sophisticated technologies, such as social media, collaboration, analytics and mobility, teamed with advancing demographics continues to pressure the industry for new, more efficient solutions.

This special conference closing keynote will provide an overview of where the document industry is today and where it is headed based on key trends, including the multi-channel imperative for customer communication, rapid convergence of the BPO and DPO markets, distributed capture and the exploding managed print services market, the emerging role of content analytics in document processes and how Dynamic Case Management can provide opportunity for the document industry.  

Presenter: Craig Le Clair, Forrester Research
Craig Le Clair
is a principal analyst at Forrester Research. He is a leading expert on information management and enterprise content management (ECM), with a specific focus on electronic forms, document imaging, document management, document output management, document processing services and document-centric BPM. Mr. Le Clair brings a wealth of experience and knowledge through his 20 years experience in IT and enterprise content management.

PM207 - MEGA SESSION
The Best in Print Production Solutions: Compare and Contrast
Session details TBA

Presenter: Panelists TBA

1:45pm-2:45pm

F507 - Forms Management Excellence in the Public Sector: Centralized Forms Management (Part I)
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.

Presenter: Diana Sternitzke is the Quality & Document Management Services Section chief at the Illinois Department of Transportation and serves as the department's document management specialist. In 2005, the department began its pursuit of ISO 9001 certification, which required a major overhaul of their forms management program. Diana orchestrated the complete rewrite of the forms management policy, organized and trained a group of over 60 Document Management Coordinators throughout the department statewide, facilitated the standardization of over 1,800 business forms and now administers the State of Illinois' most effective forms management program.

W607 - Measuring Results-Metrics Tracking and Reporting
What are the key measurements that senior management needs (and wants) to receive from the forms management department? How do you establish a measuring process that meets this need? Can you distinguish your projects by level of strategic importance? These topics will be addressed in detail during this presentation.

Presenter: Ray H. Killam, CFSP, CFC is President of Essociates Group. Ray H. Killam, CFSP, CFC is President of Essociates Group, Inc, a forms management consulting company. Ray is past-president of BFMA, is currently President Emeritus, and serves on the Past Presidents' Council and on the BFMA Education Foundation Board of Trustees. He was presented the Jo Warner Award in 2001. Ray holds a BBA-Economics from Washburn University, an MBA from George Mason University, and a Masters Certificate in eCommerce from Creighton University.

A707 - Closing the Gap Between IT and Business by Empowering Business Teams to Move Customer Interactions Online
Moving from paper to intelligent electronic form can significantly reduce costs and streamline business processes. However, over the years a larger and larger gap has arisen between the needs of business units and IT. Business teams need to quickly respond to changing requirements while IT needs command-and-control. By using a new generation of productivity solutions for the LiveCycle ES platform, smart organizations are empowering business teams to build, deploy and manage customer interaction solutions that quickly respond to change without sacrificing IT requirements or incurring IT resource constraints and lengthy release cycles. This session will look at organizations that are using the Avoka SmartForm Suite and Adobe LiveCycle ES 2 to empower their business units to integrate customers into their business process, with minimal IT involvement.

Presenters: Rod Hodgman, VP Marketing, Avoka has been a software executive in large and small companies for over 25 years. Prior to joining Avoka he was Co-founder and VP of Marketing at Covergence, a leading provider of security and control solutions for Voice over IP (VOIP) and before that was Vice President of Marketing at Macromedia where he was responsible for bringing the first versions of Adobe Flex to market. Currently he is focused on bringing Avoka SmartForm Suite for LiveCycle ES to market. SmartForm Suite, a new generation of productivity solutions for the LiveCycle ES platform, empowers business teams to quickly build, deploy and manage LiveCycle ES customer interaction solutions without incurring IT resource constraints and lengthy release cycles.

Angie Okamoto, Avoka Technologies has been in the technology training industry for over eight years and is well known in the LiveCycle community. She has provided technology training and consulting to hundreds of businesses throughout the United States and is a frequent speaker for various business associations and technology events. She's an Adobe Certified Expert, an Adobe Certified Instructor and a Master Level Microsoft Office Specialist but it's the Adobe LiveCycle Enterprise Suite are the products she most enjoys teaching.

2:45pm-3:30pm

F508 - Forms Management Excellence in the Public Sector: Centralized Forms Management (Part II)
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.

Presenter: Diana Sternitzke is the Quality & Document Management Services Section chief at the Illinois Department of Transportation and serves as the department's document management specialist. In 2005, the department began its pursuit of ISO 9001 certification, which required a major overhaul of their forms management program. Diana orchestrated the complete rewrite of the forms management policy, organized and trained a group of over 60 Document Management Coordinators throughout the department statewide, facilitated the standardization of over 1,800 business forms and now administers the State of Illinois' most effective forms management program.

W608 - How We Saved $100K per year Using Automated Workflow
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 journeyfrom 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.

Presenter: Al Weisner, Vice President, Information Analysis, Inc. leads IAl's eCommerce Business Unit and is responsible for IAl's sales, marketing, and support of IAl's eForms Solutions Offerings. For over 16 years, he has worked closely with virtually all major agencies of Federal Government with over a dozen project involving professional services, electronic forms development, forms installation, application development and deployment, and training. Al's previous experience includes: Director for Business Development for Cincinnati Bell Information System (CBIS), Sprint, Martin Marietta,and 22 years of executive, sales, and technical responsibilities at UNISYS (Sperry). Al has served as the Nations Capital Chapter Treasurer for 9 years and was awarded the BFMA Award of Excellence in 2006.

A708 - Case Study of Migrating Word forms to Adobe LiveCycle with Best Practices, Tips & Tricks and Lessons Learned
ProTechnology will present a case study of an insurance company that migrated from Word form templates to dynamic, intelligent PDF forms for use in Adobe LiveCycle. We will explain the challenges that customer faced with the old system, the reasons why the customer migrated and the mechanics of how we migrated to PDF forms. We used form fragments and Javascript to build intelligence into the PDF's to dramatically reduce the number of forms that were required. We will summarize the obstacles that we faced in the conversion, the solutions by working with best practices, specific tips and tricks in LiveCycle Designer. The method can be applied to form conversion projects of many types.

Presenter: Leslie Conduitt, Sr. Form Developer, ProTechnology has been designing electronic forms since the infancy of the e-forms industry 18 years ago. Leslie has been involved with many form conversions at clients and has worked with Adobe's e-forms technologies for the last 15 years in many areas including marketing, forms design & development, training, technical writing and consulting.

more Calendar

1/5/2017 » 12/29/2017
Best Practices in Forms Management

1/17/2017 » 5/9/2017
Forms Training Online

5/1/2017 » 5/3/2017
2017 Annual Conference

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