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Extend Your Knowledge...
The editors of DOCUMENT magazine, in partnership with the DOCUMENT Strategy Forum Conference Advisory Board, have put together the industry's most comprehensive educational conference.

Developed to cover four distinct segments of the transactional document life cycle, the conference includes: All-Day Workshops, Case Studies, Panel Discussion, Roundtables and In-Depth Sessions all geared towards presenting the latest trends, techniques and management strategies designed to help create, deliver and manage a better performing transactional document.

BFMA Forms and Technology Conference Co-Location
Understanding that 85% of all transactional/TransPromo generated documents have to start with a form, co-locating DOCUMENT Strategy Forum with the BFMA Forms and Technology Conference was a natural fit. What does this mean to you? Well, as a registered DOCUMENT Strategy Forum attendee, you'll be given access to any of the sessions taking place at the BFMA Forms and Technology Conference. The combined conference will offer seven tracks and feature more than 60 sessions and workshops over a three-day period to choose from.

 

DOCUMENT STRATEGY (S)
It's pretty clear that a document strategy is vital to a project's success for most organizations. What's not so clear is how to create that strategy in the first place. Much like document management, the term document strategy is thrown around loosely, but few are aware of what this strategy will actually look like. Who will be involved in the project, how much senior-level buy-in do you need, what are the check points of the initiative, and what are the measures of success? Questions, like these, are often unanswered. However, in an evolving customer communications market, building a focused and concrete strategy is as important as your bottom line.     

Session Topics Include:
Business process improvement, ROI, multi-channel delivery, marketing communications, transactional document market, campaign management, customer communications, personalization, data management, metrics, corporate buy-in.

TECHNOLOGY APPLICATION (T)
The relationship between technology and today's information culture seems to be so interconnected, it's hard to distinguish one without the other. With the proliferation of social networking sites, such as Facebook and Twitter, and constant connectivity of most consumers, the adoption rates of information technology are only growing. Companies now must meet these new expectations while seamlessly integrating technologies within their business infrastructure. This is certainly no small feat. No matter the challenges, organizations will need to keep pace with consumers' adoption of emerging technologies and communication channels.

Session Topics Include:
SharePoint 2010, capture, security implementation, cloud computing, social networking, collaboration, document technologies, payment posting, electronic signatures, regulatory compliance, enterprise content management, records management, document life cycle, document management.  

PRINTING & OUTPUT (P)
The printed document is not extinct. In fact, regulations are now mandating companies send written correspondence to their customers. Now more than ever, document producers will have to efficiently and cost-effectively manage their output of customer communications. Companies are still struggling to balance their budgets, meet regulatory compliance and deliver customer-centric communications. To meet these challenges, operations will need to think out-of-the-box and across the life cycle of the document. Organizations will need to maximize their resources and offer innovative solutions to create a real return on investment.

Session Topics Include:
TransPromo, document outsourcing, automated document factory, sheet-fed presses, delivery, document tracking, fleet management, print service value chain, legacy print streams, inkjet printing, continuous feed printer, post-composition, document re-engineering, production workflows, color printing, managed print services, black and white printing.

MAILING OPTIMIZATION (M)
With more than 41 billion transactional/TransPromo documents being delivered via the traditional mail stream, the corporate mail center is vital to a company's effort to create efficient document life cycles. With a higher cost burden than ever before, mailing processes must be more precise, timely and optimized to meet regulatory, customer and bottom line demands. Document producers and mail professionals will need to understand their interrelated roles within the mail strategy and optimization initiatives to meet these demands.

Session Topics Include:
Enterprise-wide address management, future of mail, Intelligent Mail Barcode, Move Update compliance, error-free mail, digital mail systems, c-level investment, green initiatives, Six Sigma applications, addressing, process control for mail services costing, mapping current processes, key indicators for new technology investments, integrating mail with other corporate departments.

FORMS MANAGEMENT & DESIGN (F)
Forms management principles involve work skills consisting of cost benefit analysis, consultation, project management, and environmental and safety awareness.  Forms administration involve version control, identification systems, filing systems, software distribution, warehousing, standards, tracking, operating procedures, obsolescence, forms libraries, business continuity, procurement, and inventory management.
 
Session Topics Include:
Design principles including graphics, use of color, typography, plain language, graphical user interface and techniques, general layout principles for paper and electronic form design including manufacturing considerations, printing specifications, interface design, field formatting, masks, data validation, and development specifications.
 
TECHNOLOGY/PROCESS/WORKFLOW (W)
Technology principles include electronic technologies involving digital demand imaging, recognition systems, post processing, data merge printing and production principles.  This also includes systems architecture involving hardware, operating system, networks, communication systems, and applications software.

Session Topics Include:
Process and workflow consisting of assessment of objectives and project scope, fact finding, data organization, analysis, solution development, recommendations, implementation, and follow-up and evaluation.
 
PROCESS AUTOMATION AND COMMUNICATIONS (A)
Adobe® LiveCycle® Enterprise Suite 2 (ES2) software can help you extend the value of existing back-end systems by enabling developers to build and deploy applications quickly and easily, and by empowering business users to manage application environments based on their specific needs. With Adobe LiveCycle ES2, you can make it easier for people to interact with information through intuitive user experiences, improve efficiencies through business process automation, and enhance customer service through personalized communications management. Sessions A701 – A708 will explore specific Adobe LiveCycle technology as well as showcase key Adobe Partner solutions and case studies.

 

MONDAY, SEPTEMBER 13th
10am-5pm

PC100 - The Business Process Management (BPM) Strategy: Why BPM?

1pm-5pm

PC200 - The Multi-Channel Factor: The Strategic Relationship with Document Production

PC300 - How to Build a Document Strategy

PC400 - The Power of the Address: Creating Mail Intelligence

PC500 - Forms Management Standards

PC600 - Lotus Forms

PC700 - Designing Forms with Live Cycle Designer

 

 

 

 

 

 

 

TUESDAY, SEPTEMBER 14th
9am-9:45am

S101
It Is All in the Quality of the Data

T201
Best Practices for SharePoint Information Life Cycles

P301
The TransPromo Imprint: Getting the Most Out of Your Output

M401
The Future of Mail: The Changing Role of the Corporate Mail Center

F501
Designing Forms for Data Collection
W601
Featuring the New Lotus Forms
A701
Adobe LiveCycle Forms Enterprise Suite Overview
10am-10:45am

S102
CASE STUDY

Business Process Improvement: Maintaining Your Competitive Edge

T202
CASE STUDY
Leveraging Imaging Technology to Capture Payment Optimization

P302
SPECIAL DEBATE

Black and White Versus Color Print

M402
Improving the Process with Six Sigma

F502
Improving Image-based ICR & Barcode Recognition Through Better Form Design & Technology
W602
Best Practices: Improving Process Efficiency With Forms Technology
A702
Going Beyond Static Correspondence to Better Service Your Customers
11am-11:45am

S103
CASE STUDY

Moving Beyond TransPromo:
The Next Chapter in Customer Messaging

T203
Top 10 Document Security Steps

P303
The Outsourcing Choice: Right-Sizing Document Output

M403
Zero-Defect Mail: Meeting the Regulations Burden

F503
Elements of a Forms Management Strategy
(PART I)
W603
Dynamic Forms Deliver
A703
Deloitte's Adobe Sales Force Automatic Solution With Rich User Experience Capability
12pm-12:45pm

S104
PEER-to-PEER
Driving Statement ROI: An Interactive Discussion

T204
The Rise of the Cloud: Is this Document Management's Future?

P304
CASE STUDY
ADF Workflows: From Print, e-Delivery to Live Mobile Tracking

M404
CASE STUDY
Bridging the Gap: Implementing Customer-Friendly Process Control

F504
Elements of a Forms Management Strategy
(PART II)

W604
Applying Project Management, Business Rules & Business Process Re-Engiineering for Forms Using Electronic Signatures
A704
eInvoicing: Reduce Days Sales Outstanding (DSO) with Adobe LiveCycle
WEDNESDAY, SEPTEMBER 15th
9am-9:45am

S105
The Marketability of Your Message: Communicating through Multiple Channels

T205
CASE STUDY
Repurpose for the Future: Leveraging Legacy Systems for Multi-Channel Customer Communications

P305
How to Improve Cost-Effectiveness of Fleet Management

M405
CASE STUDY
Building a Case for Equipment Investments When Budgets Are Tight

F505
The Total Systems Approach to Business Analysis
PLUS
CASE STUDY
State of WI Department of Workforce Development, System Application Records
Management,
A Methodology That Worked
(PART I)

W605
Managing Your Forms Through an Online Forms Portal
(PART I)
A705
Forms as Part of an Enterprise Content Management Strategy
10am-10:45am

S106
CASE STUDY
Customizing the Transactional Document to the Right Marketing Tool

T206
CASE STUDY

Go Paperless: A Three-Phase Approach

P306
Legacy Print Streams: What's the Big Deal?

M406
Wagging the Dog: Integrating Your Mail Center with the Rest of the Organization

F506
The Total Systems Approach to Business Analysis
PLUS
CASE STUDY
State of WI Department of Workforce Development, System Application Records
Management,
A Methodology That Worked
(PART II)
W606
Managing Your Forms Through an Online Forms Portal
(PART II)
A706
Driving Forms Conversion Projects Through Level-of-Effort Forecasting
1:45pm-2:45pm

ST107 - MEGA SESSION:
Document Industry:
Trends and Technologies

PM207 - MEGA SESSION:
The Best in Print Production Solutions:
Compare and Contrast
F507
Forms Management Excellence in the Public Sector: Centralized Forms Management
(PART I)
W607
Measuring Results-Metrics Tracking and Reporting
A707
Closing the Gap Between IT and Business by Empowering Business Teams to Move Customer Interactions Online
2:45pm-3:30pm

F508
Forms Management Excellence in the Public Sector: Centralized Forms Management
(PART II)

W608
How We Saved $100K per year Using Automated Workflow
A708
CASE STUDY
Migrating Word Forms to Adobe LiveCycle with Best Practices, Tips & Tricks and Lessons Learned

 


TRANSACTIONAL / TRANSPROMO SPONSOR:
Xerox

DOCUMENT MANAGEMENT STRATEGY SPONSOR:

OPENING DAY KEYNOTE SPONSOR:

OPENING NIGHT RECEPTION SPONSOR:

BREAKFAST KEYNOTE SPONSOR:

BFMA SPONSORS:
Adobe Systems
IBM

PUBLICATION SPONSORS:
DOCUMENT
Mailing Systems Technology
KMWorld

INTERNATIONAL MEDIA SPONSOR:
OutputLinks

MEDIA SPONSOR:
ECM Connection

CO-LOCATED WITH:
BFMA Fall Forms Institute

SUPPORTING ORGANIZATIONS:
EDSF
EDSF
EDSF

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2010 CONFERENCE BROCHURE
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DEDICATED,
NON-COMPETE EXHIBIT HALL HOURS

Tuesday,
September 14th

2:30pm-5:30pm

On-Floor Networking Reception (Free to All)
4:00pm-5:30pm

Wednesday,
September 15th

11:00am-1:30pm

Brunch Service on Show Floor (Free to All)
11:00pm-12:00pm

 


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