Title: ADF: Why Make the Commitment?
Track: All Things Data
Date/Time: Tuesday, April 5th – 10:30am-11:20am
Room: Bonaire 2
Presenter: Mark Brown & John Schneider from Mutual of Omaha
What are your biggest concerns with Legacy Print Software? Performance? Currency? Compatibility? Adaptability? Security? Cost Management?
Attendee Takeaways: 1. Reasons to invest in an ADF. 2. How to justify purchasing ADF software.
Title: Modernizing Customer Experience Through Outsourcing
Track: The Customer Experience
Date/Time: Tuesday, April 5th – 10:30am-11:20am
Room: Bonaire 1
Presenter: Dan Beery, RR Donnelley & Didier Rouillard, GMC Software
Many large organizations have in-house operations to print critical customer communications. Frequently, line of business leaders use separate, siloed groups or shadow IT to create and deliver electronic communications. These web and mobile initiatives are getting the lion’s share of CCM budgets, while print operations fight for scraps to modernize their legacy platforms.
Learn how to transform your in-house operation from outdated legacy print to a mix of print, web and mobile communications using the latest technologies.
About the Presenter: Dan Beery has been in the document technology field for more than 25 years, with over 13 years leading software product management and strategy organizations. He has held a diverse range of positions focused on delivering customer communications and content management solutions, including leadership roles in consulting, software engineering, print production engineering, and publishing. In his current role, as Director of Composition Management, he combines data from leading analyst firms, market data, with feedback from clients and prospects to identify and bring to market innovative CCM services for RR Donnelley.
Didier Rouillard is GMC Software’s Corporate VP for Service Providers Business. Didier has been with GMC Software since 2007 and has occupied various senior positions, including general management of GMC Software operations in South America, and product strategy. He holds two Masters Degrees in IT fields and has completed his MBA from EM-Lyon business school and the Rochester Institute of Technology, with a specialization in business-to-business marketing.
Title: PANEL – Plotting a Course in a Changing World!
Track: Career Development
Date/Time: Tuesday, April 5th – 10:30am-11:20am
Room: Bonaire 7
Moderator: Lois Ritarossi, Gimbel & Associates
Panelists: Deborah Corn, PrintMediaCentr & John Lynch, Compart
From a career standpoint the days of just showing up have long past. In order to get hired, promoted or even hold on to your job amidst an acquisition or merger, you need to position yourself to be indispensable. What can you do to sharpen your skills and add career value in order to get promoted, hired or weather changes in your company? Come and be part of this interactive panel discussion. Find out what makes you indispensable to your company as well as hear others share their experiences in plotting their course in a changing world.
Title: PANEL – Who’s in Control?
Track: System Controls
Date/Time: Tuesday, April 5th – 8:30am-9:20am
Room: Bonaire 7
Moderator: Jerry Lazarus, Broadridge Financial
Increasingly complex customer communications driven by big data, government regulations, multi-channel distribution and new technologies have made life complicated when it comes to system controls. Workflow, production control and output integrity drive output while things like analytics, business intelligence and metrics dictate content. Our panel will address the importance of system controls, what they represent and how they drive business today and in the future.
Title: How to Connect CCM to Customer Experience
Track: The Customer Experience
Date/Time: Tuesday, April 5th – 8:30am-9:20am
Room: Bonaire 1
Presenter: John Zimmerer, Director of Marketing, Top Down Systems
Did you know that improving your customer communications is a surefire way to improve your customer experience? Forrester’s Customer Experience Index (CXi) tracks several “drivers” of customer experience for a number of industries, and customer communications is one of the few universal drivers which affects customer experience for every industry. This session will look at the people, processes and technologies of CCM and CX and will explore ways you can improve your customer communications to increase customer satisfaction and improve your customer experience.
Attendee Takeaways:
About the Presenter: John Zimmerer is the director of marketing at Topdown, where he leads market research and outreach efforts for the company’s customer communications and customer experience products. Most recently, John has been researching and writing about the future direction of the technologies that power customer experience, and is regarded as a thought leader in this area. He has authored articles for DOCUMENT Media, CMSWire, Loyalty360 and other CCM/CM publications, and has presented at numerous industry events for Apple, X-Rite and other companies.
Title: Meeting Accessible Document Delivery with High Speed Accessible Transforms
Track: All Things Data
Date/Time: Tuesday, April 5th – 8:30am-9:20am
Room: Bonaire 2
Presenters: Greg Orton & Dennis Quon
What happens when the National Federation of the Blind, the nation’s leading advocate for equal access by the blind to information and technology, and the U.S. Department of Education reach an agreement that requires Student Loan organizations to make student loan information accessible to blind Americans? Loan documents are system generated as a Print Description Language and documents must be set up in accessible PDF to alternate formats such as Braille or Large Print. We’ll take you on a journey from PCL to Accessible PDF and why post composition accessible remediation was the right answer to meet regulatory and turnaround requirements.
About the Presenters:
Greg Orton is the IT Development Manager at Iowa Student Loan. The development team at Iowa Student Loan has been using Agile software development methodologies for nearly a decade. As a Developer then Technical Lead for several years, Greg has worked to build strong relationships with a foundation of trust between Product Owners and all members of the product development team. With a focus on Extreme Programing practices he has worked to improve the development and maintenance phases of the software lifecycle reducing development time and defect rate through Pair Programming, Test Driven Development and Continuous Integration.
Dennis Quon, EDP, leads the Document Accessibility Services business at Crawford Technologies, providing automated software and service bureau accessible document solutions to the visually and cognitively challenged. Dennis is also the past President of Xplor Canada (the electronic document association) and sits on Xplor International’s Association Board of Directors as Secretary. He has over 25 years of experience in the electronic document industry. He was previously with Gilmore Doculink, a transactional document provider as VP Sales for 21 years. Prior to that, Dennis was with Xerox Canada and the Canadian Federal Government.
Title: Inkjet Printing is Costing You $. Want to Fix That?
Track: Distribution
Date/Time: Tuesday, April 5 – 8:30am-9:20am
Room: Bonaire 3
Presenter: Pat McGrew, M-EDP
Inkjet printing has become the standard for transaction print production, though not everyone is on board. Many companies are just now making the transition, while others made the transition over the last 10 years are are feeling vaguely dissatisfied. Promises of cheaper printing don’t seem to be coming true, and constituents are grumpy about image quality. What can you do? This session opens the kimono on what your print vendor never told you about file preparation and some simple tricks for making sure that you print using the least amount of ink while getting spectacular print quality.
Attendee Takeaways:
About the Presenter: Pat McGrew, M-EDP, CMP is the Inkjet Evangelist for the HP PageWide Web Press. As an industry educator in data-driven communication, Pat works with customers and their clients to promote communication effectiveness. She has worked for three decades to help customers grow their communication capabilities.
Co-author of eight industry books, editor of A Guide to the Electronic Document Body of Knowledge, and regular writer in the industry trade press, Pat won the 2014 #GirlsWhoPrint Girlie Award for dedication to education and communication in the industry. Find Pat on Twitter as @PatMcGrew and on LinkedIn.
Title: Electronic Document (BOK): What is a Transaction Document?
Track: Fundamentals
Date/Time: Tuesday, April 5th – 8:30am-9:20am
Room: Bonaire 5
Presenters: Bill Broddy, M-EDP
Front and center in the delivery of transaction documents is compliance. For over 50 years, our industry has converted data into formal documents that must be legally presented to external parties. The information must be correct, understandable and delivered on time. Any misstep in the process can jeopardize the evidentiary weight of the issued document; potentially leading to customer dissatisfaction, regulatory intervention, fines, and sanctions. The process to create these legally relevant documents is very complex, as outlined in A Guide to the Electronic Document Body of Knowledge™. The Electronic Document BOK: Production Workflow Basics track explains, and expands upon, the EDBOK Guide. Each session will cover one of the steps in the workflow, from data to delivery. This session will highlight the purpose of these documents in commerce, some of the current and emerging regulation governing their issuance, and their future growth and metamorphosis. It will also look at how to exploit more effective customer communications without jeopardy.
Attendees will expect to learn how to improve your knowledge with experienced views on best
practices, pitfalls and successes of the delivery of legally relevant correspondence.
About the Presenter: Bill Broddy is president and co-founder of Acadami Group, Inc. (aka acadami), the leading provider of professional education in the electronic document space. acadami’s educational offerings are certified by Xplor International, and have produced 85% of the Electronic Document Associate designations awarded by Xplor. Bill also assists major organizations across North America with regulatory best practices, market planning, and implementation of electronic document delivery applications. Bill brings over 30 years’ experience with electronic document enabling and delivery. He is an EDP Commissioner and Course Instructor for the Canadian EDP Certification Program. Xplor International, the Electronic Document Systems Association, recognized his leadership and expertise in 2004 with their most prestigious award “Xplorer of the Year”. Bill earned his Master Electronic Document Professional (m-edp) designation in 2011.
Title: Organizing Self-Organizing Teams
Track: For Executive Eyes Only
Date/Time: Tuesday, April 5th – 8:30am-9:20am
Room: Bonaire 4
Presenters: John Lynch
Kids know it instinctively: think of how they build a fort in the backyard. They don’t need to elect leaders because leaders emerge. They don’t need to assign tasks because everyone knows what they are good at. The task becomes all-consuming because that is part ofthe fun. Cooperation is a given. As adults we need to relearn this. Empowering a group is the job of the “scrummaster” the person that clears the roadblocks and encourages participation. Roleplaying, conflict resolution and guarding against “game show host” personalities are all part of the gig. John Lynch has led some impressive teams and he brings decades of learning to Xplor.
This session on leadership in the agile software world is designed to help teams:
About the Presenter: John P. Lynch first spoke at Xplor in 1993 and has presented many times. He was on the team that developed Flex Server that printed off the mainframe. Later, he was knows as “the Streamweaver Guy” and later built a workflow monitor called Siteview with a team that was contentious, productive and proud. He became an Agile consultant and is now the VP Technology and Regional Manager of Compart North America, where he has used the techniques he discusses here to form a new crack squad.
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