Xploration 2016

PANEL – Can’t Sleep? You Must be an Executive!

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Title:  PANEL – Can’t Sleep? You Must be an Executive!
Track:  For Executive Eyes Only
Date/Time:  Wednesday April 6th – 10:30am to 11:20am
Room: Bonaire 7
Moderator: Paul Carman
Panelists: Dan Adler,  Bill Contessa,  Goossen de Bruin,  Enrico Parodi

Today’s executives are faced with a myriad of issues due to the internet, government regulation and technology. Data breaches and compliance requirements have significantly increased the liability and cost to companies. Millennials continue to change the face of the workforce, embracing technology and defying the traditional workplace. Mergers and acquisitions change not only the face but the culture of companies. Our panel of executives will share the things that keep them up at night as well as their thoughts on how executives can get a good night’s sleep.

Xploration 2016

Electronic Document (BOK): Archiving & Electronic Delivery to Web and Mobile

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Title:   Electronic Document (BOK): Archiving & Electronic Delivery to Web and Mobile
Track:  Fundamentals
Date/Time:  Wednesday April 6th – 9:30am to 10:20am
Room: Bonaire 5
Presenter: Bill Broddy, M-EDP

As we move transaction documents from ‘print and physically deliver’ to ‘electronic presentation,’ we need to preserve all of the evidentiary aspects of the earlier environment. Does the delivered document’s electronic structure have proof of authorship and time-of-issue? Is the document tamperproof? Can the issuer prove receipt? Can the recipient use the document without any encumbrances from the issuer?  Most national and state governments and courts require these to be in place under their civil codes or rules of evidence.

In addition, copies of record must be kept of any client correspondence, whether physically or electronically delivered.

This session will explain the different type of electronic formats and delivery protocols. It will also look at the emerging evidentiary rules and how well different electronic formats comply.

Attendee Takeaways:  Understand the different formats and how they stack up to the new rules for legally acceptable electronic documents.

Crafting Your Personal Brand: Tips for Today’s Generation of Job Seekers

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Title:  Crafting Your Personal Brand: Tips for Today’s Generation of Job Seekers 
Track:  Career Development
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 6
Presenter: Joanne Gore

Are you a recent graduate trying to get noticed? Are you an industry veteran seeking new opportunities? Are you considering a career shift? Regardless of your motivation, today’s generation of job seekers needs more than a resumé and a job board. This session goes beyond the resumé with tips to successfully navigate today’s career landscape including:

  • Crafting your personal “elevator pitch.”
    • How much social is too much?
    • Growing your network.

Attendee Takeaways:

  1. Learn how to market yourself, whether you’re a recent graduate or an industry veteran.
  2. Understand the role social media plays in your career path.
Xploration 2016

Electronic Document (BOK): Presentation Management

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Title:  Electronic Document (BOK): Presentation Management 
Track:  Fundamentals
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 5
Presenter: Bill Broddy, M-EDP

Without workflow, you cannot accurately and securely produce transaction documents. It is critical that each document be tracked through the process, and that errors be immediately identified and remedied.

This session will explain how print files, and printing systems are managed. It will cover the fundamentals of print job profiling, production management, error recovering, and unit tracking.

Attendee Takeaways:   Learn what needs to be part of a compliant production workflow, how to evaluate its components and what to look for as you develop and update your systems.

Xploration 2016

Generational Changes and Motivating Millennials

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Title:  Generational Changes and Motivating Millennials
Track:  For Executive Eyes Only
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 4
Presenter: Patrick Kehoe

Learn how to better serve this important segment of your customer base to drive loyalty and revenue. This unique customer segment does not like delays or counterproductive processes so it is important to communicate with them, and answer their questions according to their preferred method of communication. The need for being able to deliver services and responses instantly (text, portal) and share more sophisticated, user-friendly documents across channels are some of most important ways to improve customer communication with this group.

Attendee Takeaways:

  1. Understand characteristics of millennials and how to best conduct business with them.
  2. Learn the importance of the customer experience, its impact on customer loyalty and how to ensure you are reaching millennials in the channels they prefer.
Xploration 2016

Customer Engagement by Choice

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Title:  Customer Engagement by Choice 
Track:  Distribution
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 3
Presenter: Alderano Fileni,  Lois Ritarossi

 

Hear the success story of a Brazilian financial services client that evolved their print mail application with multi-channel and consumer choice options to drive customer engagement and cross sell opportunities. Collaboration between sales, marketing, technical and production teams enabled this client to deploy outside the box and have an impact on customer engagement. Hear effective strategies for internal and external strategic alignment to launch new applications.

Attendee Takeaways:

  1. Learn how to deploy multi-channel strategies for print, mobile and SMS.
  2. Learn how to measure customer engagement activities by providing choice and a tracking platform.

So I Bought a Print Stream Compare Utility – Now What?

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Title:  So I Bought a Print Stream Compare Utility – Now What?
Track:  Systems Controls
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 2
Presenter: Ernie Crawford, M-EDP

Achieving automated quality assurance testing is a challenge for many organizations. It’s not as simple as purchasing a print stream compare utility. You then need to create scripts, build test environments and test suites, and then of course run the tests and assess the results. And that’s just the start, since you need to address any discrepancies, figure out a fix, and test again.

 

Attendee Takeaways:

  1. Understanding the numerous challenges of automated document quality assurance testing.
  2. Best practices guidelines from a company that’s been doing it for over twenty years.

Highlights from Annual State of the Transactional Communications Market Research

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Title:   Highlights from Annual State of the Transactional Communications Market Research
Track:  Evolving Trends
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 1
Presenter: Matt Swain, InfoTrends

Businesses view “improving customer experience” as their top transactional communications delivery priority for this year. For some, this goes hand-in-hand with driving increased paperless adoption rates. For others, it means optimizing each channel through which they communicate with their customers. Feeding off of its ongoing tracking of the transactional communications market, InfoTrends will share insights into the state of the market and expectations for the future. Attend this session to learn about the latest transactional communications delivery market trends!

Attendee Takeaways:

  1. Customers are accessing communications through more channels today than ever before, and expect their providers to enable and optimize each one.
  2. Review your transactional communications delivery strategy and adjust to support customer needs.

PANEL – Are Great Marketing and Innovation Enough?

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Title:   PANEL – Are Great Marketing and Innovation Enough? 
Track:  The Customer Experience
Date/Time:  Wednesday April 6th – 8:30am to 9:20am
Room: Bonaire 7
Moderator:  Pat McGrew, M-EDP
Panelists: Scott Baker,  Deborah Corn,  Kevin McPherson

Peter Drucker once said, “Because the purpose of business is to create a customer, the business enterprise has two–and only two–basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs. Marketing is the distinguishing, unique function of the business.” The question for our panelists: “As companies look at enhancing the customer experience in today’s multi- and omni-channel world, are great marketing and innovation enough?”

Xploration 2016

Electronic Document (BOK): Print Streams, Manipulation & Transforms

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Title:  Electronic Document (BOK): Print Streams, Manipulation & Transforms 
Track:  Fundamentals
Date/Time:  Tuesday April 5th – 4:00pm to 4:50pm
Room: Bonaire 5
Presenter: Bill Broddy, M-EDP

We need to produce transaction documents using many different types of print / presentation streams: AFP, PostScript, PDF, Metacode, line-print, HP/PCL, etc. Because we have been producing transaction documents for over 50 years, we have programmed them in the most suitable print stream at that time. We also deal with print streams that work properly with small documents on desktop printers but are ill-suited to production printing (and impossible to electronically view on the web or mobile devices).

We seldom have the luxury of quickly updating legacy composition programs to emit a state-of-the-art presentation stream, add a barcode, sort the documents in a different order, or emit a subset of documents in a web or mobile-friendly format. As a result we must use manipulation tools to ‘clean up’ already formatted print streams.

This session will explain the different print streams that we deal with and the history behind them. It will also explain the function provided available tools to massage or transform print and presentation streams.

Attendee Takeaways:  Understand the different presentation stream formats, the weaknesses and strengths of each, and how print stream utilities can be deployed for tactical fixes.