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Co-located with CONNECT IT
DOCUMENT STRATEGY FORUM - MAY 13-15, 2014


DOCUMENT Strategy Forum offers an unparalleled conference program that truly addresses the document strategy for enterprises. Co-located with Connect-IT and the Business Forms Management Association (BFMA) Annual Conference, attendees are given the freedom to customize their individual learning experience by choosing from nine tracks and more than 80 sessions over a three-day period.

Sessions will range from intense 2-hour Power Sessions and Case Studies to hour-long Panel Discussions and Roundtables all geared to providing customer communication professionals like you, with tactical and mission-critical strategies and solutions to enhance their organizations' overall ease of doing business.

CLICK HERE TO REGISTERRE-INVENT: Document Strategy (D)
How to turn old-school document strategies into customer-centric communications. Learn how to redesign long-term strategies from top to bottom: guidelines, technology and measurements.

RE-ALIGN: Process Automation & Mission-Critical Goals (P)
How to achieve efficiencies without losing your way. Learn how to balance business demand, IT integration and the mission-critical goal.

RE-IMAGINE: Multi-Channel Communication (M)
How to engage customers with your company as a whole, not as separate channels. Learn how to build a seamless experience across all channels, all touchpoints and all applications.

DOCUMENT STRATEGY FORUM
 
RE-INVENT:
Document Strategy (D)

RE-ALIGN:
Process Automation & Mission-Critical Goals (P)

RE-IMAGINE:
Multi-Channel Communication (M)
TUESDAY, MAY 13
10:00am-10:50am DPM101: MEGA SESSION: Opening Panel & Networking
11:00am-11:50am D102: POWER SESSION: Building a Communications Strategy for a Seamless Customer Experience: How to Connect the Dots (Part I)
Presented by Stephanie Pieruccini, InfoTrends
P202: POWER SESSION:
Building Your Converging Content Future Today: The Matrix of Processes, Technologies and Your Data Assets (Part I)
Presented by Steven Schnoll, Schnoll Media Consulting
M302: POWER SESSION: What Does Your Cloud Look Like: An A to Z Guide for Enterprise Infrastructure
(Part I)

Presented by Jim Minihan, IMERGE Consulting
12:00pm-12:50pm D103: POWER SESSION: Building a Communications Strategy for a Seamless Customer Experience: How to Connect the Dots (Part II)
Presented by Stephanie Pieruccini, InfoTrends
P203: POWER SESSION:
Building Your Converging Content Future Today: The Matrix of Processes, Technologies and Your Data Assets (Part II)
Presented by Steven Schnoll, Schnoll Media Consulting
M303: POWER SESSION: What Does Your Cloud Look Like: An A to Z Guide for Enterprise Infrastructure
(Part II)

Presented by Jim Minihan, IMERGE Consulting
1:00pm-2:30pm CONFERENCE LUNCHEON
2:00pm-2:50pm D104: POWER SESSION: Understanding the Customer Experience: Measuring the Effects of Your Document Improvements (Part I)
Presented by Scott Watkinson, The Better Documents Company
P204: POWER SESSION:
Taking Automation a Step Further: Process Innovation & Advanced Paperless
Technology (Part I)

Presented by George Dunn, CRE8 Independent Consultants
M304: POWER SESSION:
The Next Chapter: Creating a Seamless Multi-Channel Communications Approach That Really Works (Part I)
Presented by Tom Roberts, Doculabs
3:00pm-3:50pm D105: POWER SESSION: Understanding the Customer Experience: Measuring the Effects of Your Document Improvements (Part II)
Presented by Scott Watkinson, The Better Documents Company
P205: POWER SESSION:
Taking Automation a Step Further: Process Innovation & Advanced Paperless
Technology (Part II)

Presented by George Dunn, CRE8 Independent Consultants
M305: POWER SESSION:
The Next Chapter: Creating a Seamless Multi-Channel Communications Approach That Really Works (Part II)
Presented by Tom Roberts, Doculabs
4:00pm-5:00pm CONFERENCE NETWORKING RECEPTION
6:00pm-10:00pm CARMINE'S NYC DINNER TRIP
*Must be preregistered!*
WEDNESDAY, MAY 14
8:00am-9:00am BREAKFAST KEYNOTE & NETWORKING
9:00am-9:50am D106: CASE STUDY:
How TIAA-CREF Made the Case for Investment in their Customer Communications Infrastructure Presented by Ellen Pedersen, TIAA-CREF
P206: CASE STUDY: The Making of Cigna's Center of Excellence: Putting People, Process and Platforms First
Presented by Ron Goglia, Cigna
M306: TBA
10:00am-10:50am D107: CASE STUDY: Is Less Worth More? What Merrill Lynch Learned by Simplifying and Streamlining Its Communication Systems, Content and Documents
Presented by Charlene Haykel, The Haykel Group & Robert Frump, Morgan Stanley
P207: TBA
M307: Upgrading Your Communications: Moving from Projects to a Portfolio
Presented by Scott Draeger
11:00am-11:50am D108: "It's Complicated:" The Relationship Status You Don't Want with Your Customers
Presented by Avi Greenfield
P208: CASE STUDY: How a P&C Insurance Company Redesigned and Streamlined Their Customer Communications
Presented by Laurieann Miller, The Co-operators
M308: CASE STUDY: Where We Were, Where We Are, Where We’re Going: Transforming GENEX’s Medical Claim Processing Operations Using Omni-Channel Document Processing
Presented by Keith Siegfried, GENEX Services, Inc.
12:00pm-12:50pm DPM109: MEGA SESSION: Closing End User Panel
1:00pm-2:30pm KEYNOTE LUNCHEON
Presented by Pete Basiliere, Research Vice President, Gartner
2:30pm-6:30pm EXHIBIT HALL OPEN
Enter to Win $1,000!
5:00pm-6:30pm OPENING NIGHT NETWORKING RECEPTION
(on Exhibit Floor)
THURSDAY, MAY 15

ANALYST DAY
8:00am-9:00am AD100 - Analyst Day Keynote:
The State of the Document Processing Services Industry in the "Age of the Customer"

Presented by Craig Le Clair, Principal Analyst, Forrester Research
9:00am-10:00am AD200: Low Visibility, Big Impact: What Document and Information Management
Can Do for Your Organization

Presented by Ron Glaz, Program Director, IDC
10:00am-11:00am AD300: Now's the Time to Embrace Cloud Collaboration Technology
Presented by TJ Keitt, Senior Analyst, Forrester Research
11:00am-1:00pm EXHIBIT HALL OPEN
Enter to Win $1,000!
12:00pm-1:00pm EXHIBITOR FLOOR BITE & BIZ BUFFET LUNCH
1:15pm-2:30pm AD400: ROUNDTABLE: Access an Analyst Speed Round

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CUSTOMER ENGAGEMENT SPONSOR

ENTERPRISE COMMUNICATIONS SPONSOR
GMC Software Technology

INTEGRATED LIFE CYCLE DOCUMENT SPONSOR
Novitex

OPENING NIGHT NETWORKING RECEPTION SPONSOR

SUPPORTING ORGANIZATIONS



EDUCATIONAL CONFERENCE PARTNERS
DocuLabs
Early & Associates

CONFERENCE PARTNERS




DEDICATED,
NON-COMPETE HOURS

Tuesday, May 13th
Conference Program
10am – 4pm
(Lunch provided 1pm-2pm)

Wednesday, May 14th
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

Thursday, May 15th
Analyst Day/BFMA Conference
8am – 10:50am

Exhibit Hall Open
11am – 1:00pm

Exhibit Floor Luncheon
12:00pm – 1:00pm

Analyst Day/BFMA Conference
1:15pm – 2:30pm

PRODUCED & MANAGED BY


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