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Designing Forms to Facilitate Records AutoClassification
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Join Sandra Serkes, CEO & President of Valora Technologies, for a class in best practices around designing forms for AutoClassification, and an in-depth discussion about the crucial intersection between forms and the information they contain, and when they meet Records Management and Information Governance initiatives.

9/19/2018
When: Wednesday, September 19, 2018
11:00 PST, 12:00 MST, 1:00 CST, 2:00 EST
Where: http://bfma.adobeconnect.com/autoclassification/
Contact: Sandra Serkes


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Designing Forms to Facilitate Records AutoClassification

Even if you’ve moved your forms online instead of requiring paper, customers still really hate the process. It’s tedious and often mind-numbing. It’s slow. They have to re-enter information you should already know. They’re asked irrelevant questions. And today, if your forms aren’t web and mobile friendly, customers may not engage at all.

Join Sandra Serkes, CEO & President of Valora Technologies, for a class in best practices around designing forms for AutoClassification, and an in-depth discussion about the crucial intersection between forms and the information they contain, and when they meet Records Management and Information Governance initiatives.

We’ll cover:

  • How to create and manage forms to assist Legal and Records workflows and processes down the line
  • How forms join other document types to become systems of record
  • What Information Governance is and how forms fit in
  • Re-thinking forms as unit information repositories
  • Introduction to AutoClassification – how machine learning automatically derives information from forms and why organizations need this capability in a modern information management environment
  • The future of forms with an information and document management awareness

 


Sandra Serkes is President & CEO of Valora Technologies, with an extensive background spanning over 20 years in entrepreneurship, software marketing, product management and corporate strategy, particularly in information governance, predictive analytics, document data mining and processing, computer telephony and speech recognition. A graduate of Harvard Business School and MIT, Ms. Serkes is a frequent industry speaker and panelist. Since the fall of 2015, Ms. Serkes has served as Adjunct Professor to the Columbia University School of Professional Studies, Knowledge Management Program.

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