Best Practices

Wednesday April 15 • 8:00 AM – 8:50 AM
Information Delivery and Capture:
Does it meet your needs?
 (Salon D)

Information is everywhere in an organization – in databases, documents, spreadsheets, and other formats. All of it increases in value when you understand how one document relates to another, to the people who use it, and to the processes it drives. The objective is to improve quality and maximize business process efficiency. It is imperative to delivery and collect information accurately to benefit the business needs. Well thought out analysis and design of functional data delivery and collection tools will maximize the effectiveness of the process by delivering improved timeliness and accuracy while reducing costs.

Forms are used throughout all business activities – customer acquisition and communication, procurement, marketing, administration, operations, customer support, etc. Service providers and enterprises alike depend on a wide variety of technologies to design, manage and distribute (via print, email, web, etc.) forms and to capture the data they collect. Regardless of the technologies or delivery methods employed effective form design is imperative for process improvement and cost containment. A form is one of the main interfaces for any given business process. Determining business needs through proper analysis and fact gathering will ultimately affect overall form design and the inclusion of appropriate fields, verbiage, and instructions. Improved form design will best insure the accuracy of the captured data.

Attendee Takeaways:

1. Learn the best practices for economic and effective text and instruction composition.
2. Learn to break down a process into specific information components that can be captured and even reused in various processes throughout the business system.
3. Learn the principles of form design to reduce the cognitive load on the end-users, speed up the data collection process, and improve data results.

Speaker: Robin Miller


Wednesday April 15 • 8:00 AM – 8:50 AM
PANEL – Headline: Data Breach at
(insert your company name here)  (Oleander A)

It seems almost every 3-4 weeks you read about some sort of breaches in data security. Even the government has been garnering headlines these days. No one wants their company name associated with data breaches.Unfortunately, no company is exempt, as even well-resourced companies such as Adobe, eBay and Target have felt the pain. What can your company do to minimize its exposure without breaking the bank in doing so? Our distinguished panel will take a look at what preventative measures you can put in place to protect your company.

Panelists: Mark Hannig,  Ernie Crawford,  Robert Davis,  Stephanie Pieruccini   
Moderator: David Day


Wednesday April 15 • 9:00 AM – 9:50 AM
Why buy it if there is no ROI?  (Salon D)

Nothing should take place in business if it does not add value and impact the bottom line. Each activity should either increase revenue (i.e., make an organization money) or decrease costs (i.e., save an organization money). This session will take you on a thought-provoking forensic journey into where the ROI hides in a business and why document professionals too often hit the wall of financial rejection.

Attendee Takeaways:
1. Learn how to justify purchases using ROI metrics.
2. Discover hidden unbudgeted overspending.

Speaker: Paul Abdool


Wednesday April 15 • 10:00 AM – 10:50 AM
Software – Build, Buy, Both: What We’ve Built,
Bought, and Retired in 2014
 (Salon D)

Last year’s session left a lot of hands raised and topics ‘on the table.’ Since then, what have you built, bought or (believe it or not!) retired since last year’s conference?

Attendee Takeaways:
Any company with a history has probably built many applications to satisfy business requirements along the way and sometimes before those functions were available from various print vendors. Now the functionality is available from vendors as configurable options (many of them have to do with ADF). So, should we continue to pay staff to maintain and enhance our existing applications, buy new, or do a combination of both?

Speaker: Mark Hannig


Wednesday April 15 • 1:30 PM – 2:20 PM
Transforming Quality Assurance of Debilitating
Complexity in 120 Days
 (Salon D)

Our session will cover a simple, yet repeatable model of observation and control for document-centric business processes. The model has been constructed based upon our service team’s experience providing organizations with visibility into their business processes and the tools to efficiently put that visibility into use. The presentation will include focus on a quality assurance case study involving a level of management complexity that was becoming debilitating. Simple strategies for visibility and control enabled 300% growth in business volume with zero staffing increases.

Attendee Takeaways:
1. QA automation and control can shrink costs without significant capital expenditures. Many of today’s content review and approval processes lack the basic control, tracking and automation capabilities which support major efficiency improvements. Proper toolset utilization without major new capital investment can eliminate inefficiencies and improve scalability.
2. Step 1 in controlling your time constrained processes is to enable exhaustive visibility. Borrowing from the science of control theory, we build upon the idea that it is difficult or impossible to control what cannot be observed.

Speaker: Adam Caromicoli


Wednesday April 15 • 2:30 PM – 3:20 PM
LinkedIn or LumpedIn? Establishing Relevancy
With Your Professional Network
 (Salon D)

As LinkedIn continues to grow, remaining relevant to your established network and attracting new and relevant connections requires time, effort, and a strong strategy. In this session we will discuss best practices for mastering the world’s largest professional platform, and for growing your social empire. There will be plenty of time for Q&A, and always a little fun mixed in!

Attendee Takeaways:
1. LinkedIn is a social media channel for professionals, not a space to blatantly promote or solicit business.
2. Social media marketing requires a strategy, and the strategy implemented on LinkedIn is the most important for your business, and your career.

Speaker: Deborah Corn

For more information, and to register, please visit the conference website


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