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Become One With Your Customer Communications...
Today's political, regulatory and economic environment makes your job of creating, delivering and managing effective transactional/customer communications documents a real challenge – to say the least. It used to be getting eyeballs on your documents were the main challenge, not anymore!

Technology has created so many new delivery channels and options that getting these "eyeballs" is the easy part. Now, it's getting your customer to take action, i.e., remit a payment, buy additional services or share personal data, that the real challenge lies.

Overall document performance no longer falls on the shoulders of one department, but it requires an orchestrated enterprise-wide strategy that begins with form design and creation and continues through the remittance and archiving process. It truly requires a Zen-like approach within the enterprise to succeed.

Located in the Largest Corridor of Transactional/Customer Communications Document Activity in the World

Ideally located just 20 minutes from the Financial Capital of the World – New York City, 60 minutes from the Insurance Capital of the World – Hartford, CT and only three hours from two major hubs of transactional and customer communications activity – Boston and Philadelphia.

Since 2008, DOCUMENT Strategy Forum has been the only event carrying the torch when it comes to educating and enlightening producers of transactional/customer communication documents. With more and more pressure being put on your organization's most valuable piece of communication, attending an event like this is not a luxury, it's a necessity.

First-Ever Social Business & SharePoint Conference at DOCUMENT Strategy Forum
With the business world sitting up and taking notice that their customers have become social and are interacting with the web, each other and the brands they use in ways unimaginable only 10 years ago, it was only a matter of time before they realized the positive impact social business strategies could have.

Businesses of today, no matter what service they are providing, have an opportunity to directly access their customers, actively engage them in record numbers and be exposed to astounding demographic data through ever-growing social media communities – across the board.

 

Who Should Attend
DOCUMENT Strategy Forum is a "can't miss" event designed for anyone who has responsibility for any stage of the customer communications life cycle.

  • Forms Design & Processing                             
  • BPM                                                               
  • Printing & Production Management               
  • IT Integration
  • TransPromo
  • ECM/CRM 
  • Content Management
  • Fulfillment Services
  • Service Bureau
  • Imaging/Archiving
  • Mailing Services & Technology
  • Security/Digital Rights

Become One With The Industry...
Our commitment to providing document professionals with tactical and mission-critical strategies and solutions while providing them with a forum to meet with companies that can help them apply those strategies is what sets us apart.

This unwavering commitment allows us to attract some of the largest producers of transactional and customer communication documents in the world.

  • ABC DATA ENTRY SYSTMES, INC.
  • ADVANCED MAILING TECHNOLOGY
  • AEGON USA, INC.
  • AFFINITY PROCESSING
  • AIG
  • AISIN TECHNICAL CENTER OF AMERICA
  • ALCATEL-LUCENT
  • ALLSTATE INSURANCE
  • AMERICAN ACAD. OF FAMILY PHYSICIANS
  • AMERICAN FUNDS DISTRIBUTORS
  • AUDIT BUREAU OF CIRCULATIONS
  • AUTO-OWNERS INURANCE COMPANY
  • BANK OF HAWAII
  • BAXTER HEALTHCARE
  • BERKLEY TECHNOLOGY SERVICES
  • BLUE CROSS AND BLUE SHIELD
  • BYTEMANAGERS, INC.
  • CAMBRIDGE PARTNERS & ASSOCIATES
  • CIRCUIT COURT OF COOK COUNT
  • CITI CARDS
  • COPERNICUS GROUP IRB
  • COUNTRY FINANCIAL
  • CUNA MUTUAL GROUP
  • DEPARTMENT OF STATE
  • DISCOVER FINANCIAL SERVICES
  • EMBLEMHEALTH
  • EMC CORPORATION
  • FEDERAL RESERVE BOARD
  • GALLAGHER BASSETT SERVICES
  • GOVERNMENTAL BUSINESS SYSTEMS
  • GREAT LAKES RECORDS MANAGEMENT
  • HEALTH CARE SERVICE CORPORATION
  • INNERWORKINGS
  • LAW BULLETIN PUBLISHING
  • M.D. ANDERSON CANCER CENTER
  • MASSMUTUAL FINANCIAL GROUP
  • MERCEDES-BENZ FINANCIAL SERVICES
  • MICRODYNAMICS GROUP
  • NATIONAL BUSINESS SYSTEMS
  • NATIONWIDE INSURANCE
  • NORTHWESTERN MUTUAL
  • OFFICE OF ADMINISTRATIVE HEARINGS
  • PREMERA BLUE CROSS
  • PRINCIPAL FINANCIAL GROUP
  • RLI INSURANCE CO.
  • SAMMONS FINANCIAL GROUP
  • SIDLEY AUSTIN LAW OFFICE
  • STANDARD INSURANCE CO.
  • STATE FARM INSURANCE
  • STATE OF WISCONSIN
  • SUNFLOWER ELECTRIC POWER CORP.
  • TELEPHONE & DATA SYSTEMS
  • THE HORACE MANN COMPANIES
  • THE JOINT COMMISSION
  • U.S. BANK
  • US FOODS
  • VANCITY CREDIT UNION
  • VANGENT, A GENERAL DYNAMICS COMPANY
  • VANGUARD ARCHIVES
  • VIP & ASSOC.
  • WADDELL & REED FINANCIAL SERVICES
  • WESTERN AND SOUTHERN FINANCIAL GRP
  • WOODHULL HOSPITAL CENTER
*Sample of 2011 Registered Companies

DOCUMENT Strategy Forum is excited to co-locate with the annual Business Forms Management Association (BFMA) Annual Conference
The BFMA Conference is the annual conference for forms designers, forms managers, business process analysts, usability professionals, application designers, workflow analysts, and IT support from large organizations or governmental bodies. Think of the conference as a college crash course on forms and business processes. There are also product tutorials featuring software and services from the leading industry providers. This is high-intensity education that covers everything from basic forms design and analysis, forms management, and workflow analysis to courses on usability testing, best practices, and data management systems.



CUSTOMER ENGAGEMENT SPONSOR

SHAREPOINT
CONFERENCE SPONSOR

SHAREPOINT
CONFERENCE CHAIR


Jeff Willinger
Social Computing Strategist
Rightpoint

ANALYST DAY PARTICIPANTS

CELENT

Forrester

Gartner

Real Story Group

CO-LOCATED WITH

SUPPORTING ORGANIZATIONS



CONFERENCE PARTNERS

GET APPROVAL TO ATTEND
(click to download)

DEDICATED,
NON-COMPETE HOURS

Monday, October 29
Conference Program
10am – 5pm
(Lunch provided 1pm – 2pm)

Tuesday, October 30
Conference Program
9am – 12:50pm

Opening Day Keynote Luncheon
1pm – 2:30pm

Exhibit Hall Open
2:30pm – 6:30pm

Opening Night Reception
5pm – 6:30pm

Wednesday, October 31
Analyst Conference
9am – 10:50am

Exhibit Hall Open
11am – 1:30pm

Exhibit Floor Luncheon
12:30pm – 1:30pm

Analyst Conference
1:45pm – 3:30pm

PRODUCED & MANAGED BY


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