|
|
|
|
       
|
 2006 Spring Forms Institute Course Descriptions |
| 01 Printed Forms Session I: Creating Production Ready Forms Designs |
| Instructor: |
Alice M. Ladd
System Forms Administrator
Mount Carmel/St. Ann's Hospital |
| Date: |
Wednesday, March 15 |
| Time: |
8:30 a.m. - 10:00 a.m. / 1.5 hours |
| These days not all designs are created for the web; there is still a need for printed documents. In this first of two sessions, Ms. Ladd will outline the basics of creating your own production-ready design, no matter what program you are using. Topics will include: fonts, colors, images, and the true meaning of "camera ready". A product review of the many types of forms such as: envelopes, special mailers, cutsheets (flat sheets), and unit sets (zip sets). Ms. Ladd will also provide recommendations of when each product would work best. Ms. Ladd will discuss things to consider before you begin creating your design, and ways to help better understand how PC and MAC platforms can work together. With the information provided in this presentation, your costs involved in press preparation time should be reduced by half and you can be assured that you will always create a production-ready forms design. |
|
| 02 How to Turn Electronic Forms into Enforceable E-Contracts |
| Instructor: |
Michael Laurie
Vice President & Co-Founder
Silanis Technology |
| Date: |
Wednesday, March 15 |
| Time: |
8:30 a.m. - 10:00 a.m. / 1.5 hours |
| Contracts are used throughout business and government to reduce the risk involved in critical processes and transactions. Ensuring the enforceability of these contracts is an obvious concern especially when bringing processes online. The challenge for many however is figuring out how to capture legally enforceable approvals with external parties in a secure yet easy manner. In this session, Mr. Laurie will share real-world examples of how leading organizations such as GSA and Quicken Loans have overcome these challenges and are using electronic forms and signatures to automate the contracting process with vendors, citizens, customers, and employees. |
|
| 03 Printed Forms Session II: Forms Manufacturing 101 |
| Instructor: |
Alice M. Ladd
System Forms Administrator
Mount Carmel/St. Ann's Hospital |
| Date: |
Wednesday, March 15 |
| Time: |
10:30 a.m. - 12:00 p.m. / 1.5 hours |
| It's back to the basics, manufacturing basics, that is! In this last of two sessions, Ms. Ladd will review topics such as file preparation, file transmissions, file compression, and how to save time and money on production preparation. She will also provide an outline of questions to ask your production plant before sending your file. The manufacturing techniques utilized to create the various form products available, a description of each type, as well as recommendations of when that variety would be best suited for use. Designing the perfect product and the limitations one encounters will also be discussed along with the options regarding these limitations. As a basics class this is a wonderful opportunity to get an idea of the variety of products that are out there. As a refresher course, one will note the changing fads that the printing industry is undergoing and the technology that is directing these changes. |
|
| 04 Developing an Enterprise Forms Repository |
| Instructor: |
Regina Crowe INS, AIS
Senior Forms Designer II
RLI Insurance Company |
| Date: |
Wednesday, March 15 |
| Time: |
10:30 a.m. - 12:00 p.m. / 1.5 hours |
| By 1999, RLI Insurance Company needed a way for their employees to access over 15,000 forms used by the company, whether they were forms used for policy issuance, or those used by the human resource department. The use of a card cataloging system was no longer an efficient means to store pertinent form information. Ms. Crowe will describe the steps that were taken to create their forms repository from the ground up, using only in-house resources. She will also explain how the forms repository has evolved and what enhancements are in the works. |
|
| 05 Carbonless Form Sheets for Laser Printers! |
| Instructor: |
Douglas Lacina
Digital Marketing Manager
Appleton |
| Date: |
Wednesday, March 15 |
| Time: |
1:00 p.m. - 2:30 p.m. / 1.5 hours |
| Multi-part forms can be made on lasers printers - if you have the right carbonless paper. Many companies are finding that their business/operations software has evolved or is evolving away from working efficiently with impact printers, and instead favoring laser printers. Many companies therefore, either need or desire to replace their impact printers with laser printers. This presentation will discuss the benefits of producing multi-part forms on laser printers using NCR PAPER™ brand Xero/Form® II, and provide instructions on how you can get there from your current impact-printer based workflow. |
|
| 06 Automating and Securing Enterprise Document Workflows |
| Instructor: |
John Landwehr CISSP
Director, Security Solutions & Strategy
Adobe Systems Incorporated |
| Date: |
Wednesday, March 15 |
| Time: |
1:00 p.m. - 2:30 p.m. / 1.5 hours |
| While digital document workflows increase the speed and accuracy of business and reduce costs, they also create new concerns of document security and identity validation. Each year companies lose more than $600 billion to fraud, with document fraud making up more than two-thirds of that, according to the Association of Certified Fraud Examiners. A November 2003 PricewaterhouseCoopers report said 46 percent of U.S. fast growth companies suffered information breaches, losing over 170 million dollars to theft of intellectual property and proprietary information. In this presentation, John Landwehr -- director of Adobe Security Strategies and Solutions, Adobe Systems -- will discuss the landscape, cost, and prevalence of information theft. He will discuss the need for digital signature support, how to "certify" documents, and how organizations can implement secure, reliable electronic document exchange with the universal PDF standard. |
|
| 07 Document Security - Protecting Company Resources |
| Instructor: |
David F. Badilla
Marketing, Secure Checks and Documents
Appleton |
| Date: |
Wednesday, March 15 |
| Time: |
3:00 p.m. - 4:30 p.m. / 1.5 hours |
| The requirements for securing business assets are growing. As the pace and complexity of global interaction continues to grow, protecting an organization's assets is more important now than ever. This session will seek to establish some tools and techniques that will enable participants to generate value for their organizations in areas of compliance, securing transaction and record documents. The session will offer a process to assess need and how to measure the risk. This will be followed by an overview of technologies and services in the market that combine for appropriate protection. Gain insight into how feature combinations offer layers of protection. Suggestions will be provided to help educate employees on how to participate in protecting the organization from loss. |
|
| 08 Bridging the Paper-to-Digital Divide in Forms Processing |
| Instructor: |
M.J. Johnson
Senior Manager, Business Development, Paper to Digital Solutions
Adobe Systems Incorporated |
| Date: |
Wednesday, March 15 |
| Time: |
3:00 p.m. - 4:30 p.m. / 1.5 hours |
| Despite the increasing prevalence of electronic processes, many key business workflows still rely on information from paper forms. Many processes still require hand-written signatures, paper attachments, or review by third parties, such as attorneys or CPAs. Paper forms are not only less efficient and more error-prone than their electronic counterparts, but they also require an entirely separate IT infrastructure and data integration. While IT departments oversee electronic forms systems, operations personnel oversee paper and faxed forms processing. Balancing these disparate processes costs organizations significant money, time and effort, which degrades operation efficiency, customer service, and the ability to capitalize on revenue opportunities. The presenter will demonstrate how technologies such as 2D barcoding and fillable PDF forms can reduce the costs, errors, and time associated with manual data entry and OCR-based forms. He will also give participants a sneak preview of the exciting new technology on the horizon for electronic forms processing. |
|
| 09 Capturing Corporate Knowledge in a Process Library |
| Instructor: |
Ben B. Graham
President
The Ben Graham Corporation |
| Date: |
Thursday, March 16 |
| Time: |
8:30 a.m. - 10:00 a.m. / 1.5 hours |
| Work processes typically evolve on a much different schedule than the documentation or procedures that describe them. Efforts toward deliberate and continual change tend to increase the differences between what is actually happening and what is documented. This session will introduce a method for quickly capturing process data in graphic form, setting up a library of processes, and instituting a schedule to maintain the integrity of the process library. |
|
| 10
XML for Forms Professionals |
| Instructor: |
Franklin J. Garner, III
President and CEO
Amgraf, Inc. |
| Date: |
Thursday, March 16 |
| Time: |
8:30 a.m. - 10:00 a.m. / 1.5 hours |
| XML is touted as the best language for forms data representation and data exchange. Some promote XML as a complete forms design methodology. In this class for beginners through intermediate level, XML, XSL, DTD's, and Schemas will be explained in simple terms that make sense to forms professionals. Examples of XML-based workflows will be demonstrated, and the steps involved in building an XML-centric online E-forms solution will be shown. |
|
| 11
What to Tell Your Management |
| Instructor: |
Margaret Tassin CFSP, CDC
President
Forms Doc, LLC |
| Date: |
Thursday, March 16 |
| Time: |
10:30 a.m. - 12:00 p.m. / 1.5 hours |
| Management reports are a fact of life, or they should be, for every manager and every department within an organization, whether in private industry or in a government agency. The people above you want to know what you are doing. And if you are smart, you want to tell them your story because no one else is going to do it for you. Management reporting can vary from regular reports to your direct management to those rare shots at the senior management team when you want to have a "knock their socks off" presentation. This presentation takes a look at some of the components of both types of reporting. |
|
| 12
Streamlining Your Mail Center with Pressure Seal Self-Mailers |
| Instructor: |
Allan Long
Director of Business Development
Moore Wallace, an RR Donnelley Company |
| Date: |
Thursday, March 16 |
| Time: |
10:30 a.m. - 12:00 p.m. / 1.5 hours |
| Learn how to reduce costs, increase throughput, and eliminate bottlenecks in processing mission critical documents in your organization by using pressure seal self-mailers. By minimizing the number of "touch points" required to process mailable documents you will obtain greater efficiencies in your workflow. Self-mailer applicatons go well beyond payroll and tax statements. Designed to run through virtually any laser printer, pressure seal self-mailers can be used for hundreds of business applications. Come see some cost saving applications that have been utilized by thousands of satisfied users. If you are currently using self-mailers in your operation, see what other applications exist from integrated cards and labels to self-mailers that incorporate a built-in return envelope which can be used for remittance payments. With postal rates ever increasing, see how using a pressure seal double postcard can justify the process change to pressure seal. You will be able to walk away with actual samples of applications that are designed to reduce costs, and streamline your mailing operation. |
|
| 13 Strategically Aligning Forms Management with Corporate Objectives |
| Instructor: |
Ray H. Killam CFSP, CFC
President
Essociates Group, Inc. |
| Date: |
Thursday, March 16 |
| Time: |
1:00 p.m. - 2:30 p.m. / 1.5 hours |
| Ever wonder why forms management "gets no respect"? To earn respect, forms managers must be sure their objectives are in sync with corporate objectives. They must work to become the "go to" person within the organization for all things forms - present and future. This class presents a logical approach to achieving congruence and validating the value of the forms management function. |
|
| 14 Pre-Press for Digital Workflows |
| Instructor: |
Eric D. Volsic
Graphics Manager
MeadWestvaco Corporation |
| Date: |
Thursday, March 16 |
| Time: |
1:00 p.m. - 2:30 p.m. / 1.5 hours |
| This session will cover what it takes to reproduce digital files for conventional printing. Mr. Volsic will discuss pre-press do's and don'ts as they pertain to output of digital files. He will also go over seperated artwork generated from Quark Xpress software specifically. The discussion will reveal some of the pitfalls of digital output and how to avoid them. |
|
| 15 Using Detail Process Charts to Support Effective Improvement Programs |
| Instructor: |
Ben B. Graham
President
The Ben Graham Corporation |
| Date: |
Thursday, March 16 |
| Time: |
3:00 p.m. - 4:30 p.m. / 1.5 hours |
| Organizations employ a number of formulas to improve their business operations and get more "bang for their buck". Effective programs invariably get down to an examination, analysis, and improvement of the business processes. Using a process flowchart to define the existing system is an essential first step that is often overlooked or addressed superficially. This session compares detailed process charting with other flowcharting techniques and looks at the value that a detailed process chart adds to process analysis. |
|
| 16
How to Implement an Effective Digital Workflow Project |
| Instructor: |
Didier Oliver
Senior Application Support Engineer
Cardiff |
| Date: |
Thursday, March 16 |
| Time: |
3:00 p.m. - 4:30 p.m. / 1.5 hours |
| Behind every form, transaction, and activity in your business are processes that make it all happen. Throughout these processes, information moves from person to person and system to system, gets checked, validated, and routed to the next task in the process. So if your business processes are efficient, your business is efficient. It's crucial for enterprises to understand how to select the right technology to make real-time, in-process content and data accessible and actionable throughout your processes and sub-processes. This not only makes your business more efficient, it makes the information flowing through your processes more valuable. This session will provide an introduction to the initial steps and methodologies used by most organizations within their first workflow deployments. Learn how to promote forms as a key trigger for digital workflows, avoid common pitfalls and how to accelerate user adoption throughout the enterprise. |
|
|
|
 |
|
|
|
|
