2018 Master Series on Design |
Master Series on DesignBFMA has a master series that focuses on the many aspects of design. There are sessions on mobile design, designing forms that need auto-classification in electronic records systems, PDFs, and more. See the complete schedule and class list below. The Master Series on Design is annual-conference worthy. If you were unable to attend the 2018 Annual Conference in Boston, some of those sessions are repeated here while others are new to the series. Join us for this great new education offering. Finding forms education is tough, and the best place is here at BFMA! PricingThe session Designing Forms to Facilitate Records Classification by Sandra Serkes is free to everyone to attend. Other sessions are priced per the pricing chart below. Now that the live sessions have ended, the sessions are available via recording and available for purchase.
All prices in U.S. Dollars. Register Now!Session Descriptions and ScheduleSeptember 19, 2018 Designing Forms to Facilitate Records AutoClassificationPresenter: Sandra Serkes 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:
October 10, 2018 Presenter: Kelly HalsethThe Good the Bad and the Ugly: Strategy & Design in Mobile Forms Since the advent of the smartphone, our ways of interacting and working have changed forever. Users are refusing to engage with organizations who can't deliver interactive workflows that fit onto their device. You need to design a compelling mobile experience that catches a user’s attention and guides them through key processes. This session will cover strategies and design tactics necessary to build great mobile data collection interfaces.
October 17, 2018 Presenter: Jeanne PettyDesigning for Accessibility in PDF Forms PDF files pose a number of challenges when it comes to accessibility, and design choices can have a serious impact on the ability to make PDF forms 508 compliant. This session will provide an overview of how sophisticated design can often hinder accessibility efforts and provide some general guidelines for building forms with accessibility in mind. It will also provide any introduction to building accessible forms and remediating existing forms in both Adobe LiveCycle as well as Acrobat.
October 24, 2018 Presenter: Margaret TassinStandards and their Relation to Forms Design Do you know what a standard is and how it differs from a guideline or best practice? Are you aware that often your design has many standards that it must conform to, such as industry standards, layout standards and organization standards? This session will explore the world of standards and how it benefits you in the design process.
October 31, 2018 Presenter: Ray KillamForms Style Guide: a Forms Developer’s Best Friend What is the difference between a Program Manual and Style Guide? Learn the purpose of and difference between these two documents essential to the Forms Management Program. Applicable to this master series on design, Ray Killam will present the content of a Forms Style Guide and show samples, as well as alternative methods for deploying your Program Manual and Style Guide. Finally, he will discuss the benefits of the Forms Style Guide specifically affecting design.
November 7, 2018 Presenter: Kelly HalsethA Deeper Dive in Mobile Forms: sliders, buttons and dohickeys Do the new interactive features on capacitive touchscreens add any value? Do they improve the user experience? Building on the basics covered in Ms Halseth’s first session, "A Deeper Dive..." looks closely at the wide variety of options for buttons, sliders, spinners and other whirlygigs you can add to a mobile form. Learn to see your mobile forms from the user perspective and discover the difference between confounding your users and delighting them.
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1/10/2019 » 12/28/2019
2019 Best Practices in Forms Management
5/7/2019 » 5/9/2019
2019 BFMA Annual Conference