document strategy forum

NOVEMBER 1-3, 2011 • CROWNE PLAZA O’HARE • CHICAGO

www.DOCUMENTstrategyForum.com

Take your transactional document performance

up, up and away…up, up and away…

TRANSACTIONAL/TRANSPROMO PARTNER

DOCUMENT MANAGEMENT STRATEGY PARTNER

OPENING NIGHT RECEPTION SPONSOR

SHAREPOINT BEST PRACTICES TRACK SPONSOR

MAILING OPTIMIZATION TRACK SPONSOR CONFERENCE PARTNERS:

Register Today & Receive FREE Exhibit Hall Admission ($50 value)

Register by August 17th & Save up to $300 on Conference Registration!

SharePoint Certificate Program

SharePoint Practitioner Certifi cate Program

EXCLUSIVE CERTIFICATION PROGRAMS OFFERED!

Mailpiece Design Consultant (MDC) Certifi cation Program

SPONSORED BY

All-New SharePoint

Applications & eForms Pavilions!

PRODUCED BY

With Sarbanes-Oxley, HIPAA, Gramm-Leach-Bliley, ISO 9001, FRCP and new fi nancial reporting standards coming down the pike, you need to be a virtual superman to be able to implement all of these federal mandates and still deliver an effective transactional document.

Don’t fear… DOCUMENT Strategy Forum is here!For the past three years, DOCUMENT Strategy Forum has been the only event 100% dedicated to helping enterprises create, produce, deliver and manage a better performing transactional/customer communication document. When you consider that 95% of these documents (bills and statements) get read, the value this event provides to the industry can’t be understated. Having an all-encompassing document strategy is no longer an option; it’s a mandate in order to maximize resources and optimize performance.

DOCUMENT Strategy Forum is a unique event that offers transactional document and customer communication professionals with concrete and plan-based strategies with 1: 1 attention that is unmatched. This singular vision allowed us to achieve (3.8 out of 4.0) satisfactory rating from our 2010 attendees. Praised for our unparalleled educational value, our confer-ence is built upon delivering strategies and solutions that help achieve measurable results and deliver an immediate return on your investment.

A “Must-Attend” event for anyone involved in the overall performance of arguably the most valuable piece of information your organization delivers.

• FORMS DESIGN & PROCESSING • CONTENT MANAGEMENT

• BPM • FULFILLMENT SERVICES

• PRINTING & PRODUCTION MANAGEMENT • SERVICE BUREAU

• IT INTEGRATION • IMAGING / ARCHIVING

• TRANSPROMO • MAILING SERVICES & TECHNOLOGY

• ECM • SECURITY / DIGITAL RIGHTS

• CRM MANAGEMENT

Take your transactional document performance

up, up and away…

Let Us Help You Get Approval to Attend!Visit DOCUMENTstrategyForum.com and click on the“How to Get Approval to Attend” link.

NOVEMBER 1-3, 2011 CROWNE PLAZA O’HARE CHICAGO

www.DOCUMENTstrategyForum.com

It’s diffi cult enough in a good economy to get approval to attend industry events. Now factor in a struggling one, and you’ve got some convincing to do. But don’t worry, we can help make a compelling case to attend.

To attend or not to attend, that is the roughly $750 - $2,500 question! So, how do you approach manage-ment seeking permission to attend a professional conference/trade show when your company has just instituted a “travel ban” or is struggling fi nancially in this economic environment? The answer isn’t easy! But, if you are prepared to make a compelling case to attend, it can be done and we will help you.

First, you most understand that management will always look at attending professional conferences/trade shows as an “Expense” to the company. Your job is to recognize that and make a compelling case that takes that into consideration. What most companies don’t equate into their decision-making process is the, “Return on Investment” opportunity that attending represents. Our job is to clearly defi ne that ROI your company will gain by sending you to DOCUMENT Strategy Forum, September 13-15th at the Hyatt Regency O’Hare, Chicago.

UNDERSTANDING YOUR CONFERENCE EXPENSESBefore you approach management, you must recognize and identify all related expenses associated with attending DOCUMENT Strategy Forum. Below is a list of expense items that you’ll need to consider.Conference Registration: $495 - $1,295 (depending on the conference program you choose) Flight: $200 - $400 (if airfare is required)Mileage Reimbursement: Multiply 48.5 cents/mile (if you drive to the forum)Parking: $20 per day (if you are driving to the forum)Lodging: $215 plus tax, per night (multiply by # of nights required)Transportation to and from Airport: $ No Cost. (Hyatt provides free shuttle service)Food & Beverage: $50 estimate per day (DOCUMENT Strategy Forum provides two lunches, reception and conference refreshment breaks)

SPECIAL BONUS! If you register for our Platinum Conference Package and stay at the Hyatt Regency, you will automatically receive one FREE hotel night (a $240 savings) to help offset expenses.

take your transactional document performance up, up and away…

How to Get Approval to Attend.

take your transactional document performance up, up and away…

Industry-First Conference Travel Rebate Program!Register for the Platinum Conference Package and Receive One Free Hotel Night at the Crowne Plaza O’Hare! (a $200 value)

DOCUMENT Strategy Forum is once again pleased to offer its award-winning Conference Travel Rebate Program. We believe so strongly in the value of you attending that we’ll help cover some of your travel costs. For more information, please visitwww.DOCUMENTstrategyForum.com/rebate.html.

We’ve tapped some of the industry’s leading resources, such as DOCUMENT and Mailing Systems Technology magazines, Business Forms Management Association (BFMA), AIIM, Gimmal and Mailing Systems Management Associa-tion (MSMA), to help us produce the industry’s most comprehensive educational conference in the marketplace. The newly expanded conference program offers six tracks featuring All-Day Workshops, Case Studies, Panel Discussions, Round-tables and In-Depth Sessions — all geared to providing document professionals, like you, with tactical and mission-critical strategies and solutions to enhance their organizations’ overall ease of doing business.

SHAREPOINT BEST PRACTICES (S)

Sharing and managing information in our ever-evolving digitized world has become more and more complex. As companies and their enterprises face rapidly growing information sources in a highly mobile business environment, we have witnessed the rise of SharePoint as a dominant technology tool for organizations to face these challenges. SharePoint has become a strategic platform for team sites, portals and enterprise-wide content and records management. This track will address key capabilities of SharePoint 2010, explore critical electronic records management, IT, legal implications and issues as well as deliver best practices derived from real-world SharePoint ECM/RM projects.

DOCUMENT STRATEGY (D)

The defi nition, form or shape and mechanisms of the document or corporate communi-cation are continuously reinventing itself at a lightening pace. Organizations are not only challenged to keep up with such transformations, oftentimes, requiring extensive, time-consuming restructure of processes and policies, but to do it well. Successful enterprises utilize thoughtful, well-planned document strategies to remain ahead of the market. This track will address strategic implementation of document management, project man-agement and multi-channel communications, discuss security/compliance of emerging technologies, such as social networking, review market analysis and document trends as well as analyze the processes of electronic adoption and customer personalization.

OUTPUT MANAGEMENT/PRODUCTION (O)

Intelligent and data-rich one-to-one customer communications have become the stan-dard, not the exception. This demand for cultivating personalized relationships between customer and service provider has put a heavy burden on an organization’s output processes and their bottom lines, especially in high-volume environments that have complex regulations and billing cycles to be met. To remain competitive and win that ever-elusive consumer loyalty, companies need to produce smarter, faster and more cost effectively. This track will address increasing output productivity through automation processes, explore cost-saving optimization techniques and outsourcing core compe-tencies as well as introduce new multi-media tools within traditional output models.

MAILING OPTIMIZATION (M)

With more than 41 billion transactional/TransPromo documents being delivered via the traditional mail stream, document producers and mail professionals will need to under-stand their interrelated roles within the mail strategy and optimization initiatives to meet these demands. This track will address emerging technologies, like cloud computing and its impact on mail, discuss the issues of mail security, document delivery and operational challenges amidst constant USPS changes as well as exploring the future of the corpo-rate mail center and document delivery.

FORMS MANAGEMENT, DESIGN & WORKFLOW (F)

Forms management involves cost-benefi t analysis, consultation, project management and environmental and safety awareness. Forms administration involves version control, identifi cation and fi ling systems, software distribution, warehousing, standards, operat-ing procedures, obsolescence, forms repositories, business continuity, procurement and inventory management.

TECHNOLOGY & INNOVATIONS (T)

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 systems, database development, networks, communication systems, mobile systems, automating work-fl ows and applications software.

Protecting the industry from producing poorly performing documents…

DOCUMENT DOCUMENTBusiness Forms Management

Protecting the industry from producing

ALL NEW

SHAREPOINT BEST PRACTICES DOCUMENT STRATGY OUTPUT MANAGEMENT/ PRODUCTION MAILING OPTIMIZATION FORMS MANAGEMENT TECHNOLOGY & INNOVATIONS

TUESDAY NOVEMBER 1 TUESDAY NOVEMBER 1 TUESDAY NOVEMBER 1 TUESDAY NOVEMBER 1 TUESDAY NOVEMBER 1 TUESDAY NOVEMBER 1

10:00am to5:00pm

PC100 AIIM’s SharePoint Practitioner Certifi cate Program

PC200 Achieving Sustainable CostBenefi ts of Managed Print Services: Strategies & Best Practices


PC300 Mailpiece Design Consultant (MDC) Certifi cation Program

PC400 Designing Forms with Live Cycle Designers PC500 The Power of InfoPath 2010 Functionalities

WEDNESDAY NOVEMBER 2 WEDNESDAY NOVEMBER 2 WEDNESDAY NOVEMBER 2 WEDNESDAY NOVEMBER 2 WEDNESDAY NOVEMBER 2 WEDNESDAY NOVEMBER 2

9:00am to9:45am

S101 Email Management Using SharePoint D201 CASE STUDY: Challenges of Document Management in a Worldwide Project

O301 Using ADF Technology to Accelerate Your Print and Output Operations

M401 How Cloud Computing Is Revolutionizing Mail

F501 Understanding Forms – An introduction to the complexities of Design and Management

T601 Migrating to Digital Processes that Support Mobile Platforms

10:00am to10:45am

S102 Capture and Workfl ow with SharePoint D202 TBA • for updates visit DOCUMENTstrategyForum.com

O302 TBA • for updates visit DOCUMENTstrategyForum.com

M402 Security of the Mailpiece, the Facility and the People

F502 CASE STUDY: Meet ALFRED: A Forms Management and Workfl ow Database

T602 e-Forms Management in Cloud Computing

11:00am to11:45am

S103 Externalization and Migration of Content with SharePoint

D203 CASE STUDY: Shortening Time-to-Market in a Multi-Channel Communications World

O303 Managed Print Services: Maximize Profi t from Print Over the Next Five Years,

M403 Understanding Options in International Document Delivery

F503 POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management, Processes and Standards

T603 From Ink to iPad

12:00pm to12:45pm

S104 Vertical Application Development and Integration with SharePoint

D204 The Legal Aspects of Social Media O304 CASE STUDY: Journey from Direct Mail Production to Marketing Services

M404 CASE STUDY: Managing Strategic Postal Communications in Your Organization during Breakneck-speed Change


T604 Mobile eForms in the Enterprise

THURSDAY NOVEMBER 3 THURSDAY NOVEMBER 3 THURSDAY NOVEMBER 3 THURSDAY NOVEMBER 3 THURSDAY NOVEMBER 3 THURSDAY NOVEMBER 3

9:00am to9:45am

S105 Digital Signatures and Compliance with SharePoint

D205 A Proven Methodology for Developing Multi-Channel Customer Communications

O305 QR Codes: Bridging the World between Web and Print Communications

M405 Move Update: Understanding the Real Operational Challenges

F505 Variable Data Printing: Customization and Personalization

T605 Business Forms on the Apple iPad

10:00am to10:45am

S106 Integration of Physical Records Management with SharePoint

D206 Going Beyond the Monthly Statement to Educate, Engage and Transact with Consumers through the e-Channel

O306 Dos and Don’ts, Pros and Cons: Ensuring Outsourcing Document Management and BPO Success

M406 Two Worlds Colliding or Merging? It’s Up to You

F506 A Document’s Life Cycle T606 State’s Strategy for Going Mobile with Documents

1:45pm to2:30pm

S107 Enterprise Content and Records Management with SharePoint

D207 CLOSING KEYNOTE: State of the Transactional Document IndustryFeaturing Craig Le Clair, Vice President, Principal Analyst, Forrester Research

M407 Proof of Delivery: A New Age of Opportunity F507 Is it a Form or is it a Document Analysis? T607 How to Think Like a Dynamic Form

2:45pm to3:30pm

S108 Establishing a SharePoint ECM Roadmap to Bring It Together

F508 Working with DHS Program Offi ce, Forms Management, IT, Division of Admin. to Successfully Deliver Timely and Accurate Employee Benefi ts

T608 TBA • for updates visit DOCUMENTstrategyForum.com

SHAREPOINT BEST PRACTICES

SHAREPOINT BEST PRACTICESTECHNOLOGY & INNOVATIONS

DOCUMENT STRATGYBEST PRACTICESFORMS MANAGEMENT

MAILING OPTIMIZATION

OUTPUT MANAGEMENT/PRODUCTIONSHAREPOINT BEST PRACTICESTECHNOLOGY & INNOVATIONS



OUTPUT MANAGEMENT/PRODUCTION

Conference program at a glance

CERTIFICATE PROGRAM

PC100 SharePoint Practitioner Certifi cate Program SPONSORED BY

SharePoint has become one of Microsoft’s fastest selling products of all time and one of the most recognizable names in the technology sector, but what is it really? What does it really do? How can organizations harness its true potential? A success-ful implementation of SharePoint requires so much more than simply purchasing this solution. Enterprises must approach such initiatives with a sound strategy and structure for how to share and manage information across the organization. This spe-cial, full-day workshop, offered by the AIIM Certifi cate Program, introduces enterprise strategies and technologies for managing content using SharePoint, primarily focus-ing on 2010 capabilities while touching on 2007 or earlier capabilities as needed, and addresses information governance, integration techniques and migration. Attendees will have access to the online materials and exam to gain the offi cial AIIM designation of SharePoint Practitioner. The designation is valid for 5 years.

Exclusive All Day Pre-Conference Workshops TUESDAY NOVEMBER 1 • 10:00am – 5:00pm


DEDICATED, NON-COMPETE EXHIBIT HOURS TUESDAY NOVEMBER 22:30pm – 6:30pm

5:00pm – 6:30pm Opening Night Reception on the Show Floor

WEDNESDAY NOVEMBER 311:00am – 1:30pm12:00pm – 1:00pm On-Floor Lunch

PC200 Achieving Sustainable Cost Benefi ts of Managed Print Services: Strategies & Best Practices PRODUCED BY

Cost reduction has always been a top concern for any enterprise’s bottom line, much more so now as organizations are still feeling the harsh lessons of the recent recession. With this focus on cost, along with evolving demographics and emerging technologies, it is no surprise that we have seen the rise of managed print services (MPS). Today, many executives are looking to get a handle on their printing costs and identifying potential cost-saving opportunities. To fully realize the benefi ts of a man-aged print program, organizations will need to understand how to effectively manage the full document life cycle — from its point of origin to its return to electronic format. This special, full-day workshop offers MPS concepts, strategic adoption of print pro-grams and best practices to achieve the best cost benefi ts.

PC300 Mailpiece Design Consultant (MDC) Certifi cation Program PRODUCED BY

We are pleased to present you with the opportunity to become a Mailpiece Design Consultant (MDC) through The Mail Systems Management Association’s (MSMA) Certifi cation Program. Why get certifi ed? Your company needs to have a point person within your organization—someone who has the ability to evaluate the cost of mailing a newly designed document. By becoming certifi ed, you will demonstrate that you have gained a greater understanding of the USPS requirements as they relate to mailpiece

design and the preparation of discounted mailings. The certifi cation also demonstrates that you have an enhanced capacity to analyze discount payment options for mailing applications. You will have four hours to complete the exam. Successful completion is a score of 90% or better. Those receiving certifi cations will be honored at the Forum. Sign up early to get your study materials in advance of the Forum.

PC400 Designing Forms with Live Cycle Designer PRODUCED BY

In this workshop, we will begin with the basic tools of Designer, exploring the form components in the standard library as well as create our own in the custom library. Learn design tips and tricks while avoiding common design problems. Discussion around how static form design compares to dynamic form design will be included as well as tab-order, importing from Word or existing PDF fi les, action builder, alignment and layout techniques, tables, basic math calculations with scripting, master pages and multiple page layouts. This session will also discuss techniques that enable you to add intelligence to your form and to create dynamic layouts that react to the data or to user interactions.

PC500 The Power of InfoPath 2010 Functionalities PRODUCED BY

This is an overview of using the power of InfoPath to gather and share information by creating and implementing XML-based forms. Learn how to design an intelligent form in InfoPath, from beginning to deployment. Understand how form templates work and activating to a site collection.



10:00am to5:00pm







9:00am to9:45am






10:00am to10:45am






11:00am to11:45am







12:00pm to12:45pm







9:00am to9:45am







10:00am to10:45am






1:45pm to2:30pm




2:45pm to3:30pm







OUTPUT MANAGEMENT/PRODUCTIONSHAREPOINT BEST PRACTICESTECHNOLOGY & INNOVATIONS



OUTPUT MANAGEMENT/PRODUCTIONSHAREPOINT BEST PRACTICES

TECHNOLOGY & INNOVATIONSDOCUMENT STRATGYBEST PRACTICES

FORMS MANAGEMENT









Register by August 17th and Save up to $300 on Conference Registration!

CERTIFICATE PROGRAM





CERTIFICATE PROGRAMDEDICATED, NON-COMPETE EXHIBIT HOURS

TUESDAY NOVEMBER 22:30pm – 6:30pm



WIN Up to $4,000! All registered attendees are eligible to win!

Payment Information: You may pay by check or credit card. Payment must accompany registration. All checks should be made payable to EventEvolution / DSF in US funds and drawn on a US bank. Fed ID #39-2039596.

The following credit cards will be accepted: ( please check one ) ! Amex ! Visa ! Mastercard ! Discover ! Check

CARD NUMBER

CV V CODE EXP. DATE MONTH YEAR

____________________________________________________CARDHOLDER’S SIGNATURE

____________________________________________________CARDHOLDER’S NAME (please print)

____________________________________________________CARDHOLDER’S BILLING ADDRESS (if di! erent from above) STREET

____________________________________________________ CITY STATE ZIP

Personal Information:

PHONE MOBILE

- - - -

FIRST NAME LAST NAME

TITLE

COMPANY

ADDRESS

CITY STATE ZIP CODE

-

EMAIL ADDRESS

Conference Session Selection:Please check the sessions you plan to attendTUESDAY NOVEMBER 1 ! PC100 ! PC300 ! PC500 ! PC200 ! PC400

WEDNESDAY NOVEMBER 2 9:00 - 9:45am 10:00 - 10:45am 11:45 - 11:45am 12:45 - 12:45pm ! S101 ! S102 ! S103 ! S104 ! D201 ! D202 ! D203 ! D204 ! O301 ! O302 ! O303 ! O304 ! M401 ! M402 ! M403 ! M404 ! F501 ! F502 ! F503 ! F504 ! T601 ! T602 ! T603 ! T604

THURSDAY NOVEMBER 3 9:00 - 9:45am 10:00 - 10:45am 1:45 - 2:30pm 2:45 - 3:30Pm ! S105 ! S106 ! S107 ! S108 ! D205 ! D206 ! D207 ! O305 ! O306 ! M405 ! M406 ! M407 ! F505 ! F506 ! F507 ! F508 ! T605 ! T606 ! T607 ! T608

1. My primary job responsibility: (check one) 10 ! CEO/President /Owner 11 ! CIO/CTO 12 ! CFO/COO 13 ! VP/Other C-Level 14 ! Director /Department Head 15 ! Manager /Supervisor 16 ! IS / IT 17 ! Consultant 18 ! Other ________________________ 19 ! N/A

2. What is your primary business? (check one) 20 ! Communications 21 ! Consultant Firm 22 ! Education 23 ! Entertainment 24 ! Financial (Banking, Securities, Brokerage) 25 ! Government/Military 26 ! Health Care/Medical/Pharmaceutical 27 ! Insurance 28 ! Legal 29 ! Manufacturing 30 ! Non-profit 31 ! Printing/Publishing 32 ! Transportation 33 ! Utilities /Energy 34 ! Wholesale /Retail 35 ! Other ________________________ 36 ! N/A

3. Area you are responsible for? (check all that apply) 37 ! Content/Form (Content Management, Data Capture, ECM, Scanning/OCR, Form Creation, etc.) 38 ! Production/Delivery (Printing, Mailing, Print Stream, Online Document Delivery, etc.) 39 ! Transaction/Remittance (EBPP, EIPP, Payments, etc.) 40 ! Archiving/Imaging (Document Destruction, Records Management, Storage, etc.) 41 ! Management/Strategy (BPM, Disaster Recovery, Systems Integration, Workflow, etc.) 42 ! Other _______________________ 43 ! N/A

4. Purchasing Influence? (check one) 44 ! Final Approval 45 ! Specify/Recommend 46 ! None 47 ! N/A

5. What is the volume of monthly transactional documents both print and electronic (invoices, policies, etc.) processed at your location? (check one) 48 ! Less than 1 million 51 ! 7 – 9.9 million 49 ! 1 – 2.9 million 52 ! 10+ million 50 ! 3 – 6.9 million 53 ! N/A

6. What areas do you have an interest in learning more about? (check all that apply) 54 ! Business Process Management/ Workflow Automation 55 ! Compliance Software 56 ! Content & Document Management 57 ! Document Design 58 ! Disaster Recovery & Prevention 59 ! Digital Publishing 60 ! Electronic Records Management/ Records Information Management 61 ! Enterprise Applications 62 ! Email Management 63 ! Imaging/Scanning Software & Hardware 64 ! Ink & Toner 65 ! Mailing Systems Technology 66 ! Print Production Software/Hardware 67 ! Printing Equipment/Services 68 ! Search/Text & Data Mining 69 ! Security/Digital Rights Management 69 ! SharePoint 70 ! Storage/Archival 71 ! Web Publishing 72 ! Other ________________________

Preferred Advanced On-SiteCONFERENCE PRICING by Aug 17 by Oct 13 after Oct 13! Platinum Package (Tues ,Wed & Thur) $995 $1,095 $1,295! SharePoint Applications Track (Wed & Thurs)* $795 $995 $1,095! 2-Day Package (Wed & Thur) $795 $995 $1,095! 1-Day Package ! Wed or ! Thurs $495 $595 $695! Pre-Conference Workshop (Tue only) $295 $395 $495! Mailing Optimization 3-Day (Tues, Wed & Thurs)** $595 $695 $795! Mailing Optimization 2-Day (Wed & Thurs)** $395 $495 $595! Mailing Optimization 1-Day ! Wed or ! Thurs $295 $395 $495! Mailpiece Design Consultant Certifi cation Program $195 $295 $395! Exhibit Hall Only Registration FREE FREE $50

Conference Fee Schedule: NOTE: All Special Events & Food Functons are included in your Conference Registration.

PC200 Achieving Sustainable Cost Benefi ts of Managed Print Services: Strategies & Best Practices PRODUCED BY

Cost reduction has always been a top concern for any enterprise’s bottom line, much more so now as organizations are still feeling the harsh lessons of the recent recession. With this focus on cost, along with evolving demographics and emerging technologies, it is no surprise that we have seen the rise of managed print services (MPS). Today, many executives are looking to get a handle on their printing costs and identifying potential cost-saving opportunities. To fully realize the benefi ts of a man-aged print program, organizations will need to understand how to effectively manage the full document life cycle — from its point of origin to its return to electronic format. This special, full-day workshop offers MPS concepts, strategic adoption of print pro-grams and best practices to achieve the best cost benefi ts.

PC300 Mailpiece Design Consultant (MDC) Certifi cation Program PRODUCED BY

We are pleased to present you with the opportunity to become a Mailpiece Design Consultant (MDC) through The Mail Systems Management Association’s (MSMA) Certifi cation Program. Why get certifi ed? Your company needs to have a point person within your organization—someone who has the ability to evaluate the cost of mailing a newly designed document. By becoming certifi ed, you will demonstrate that you have gained a greater understanding of the USPS requirements as they relate to mailpiece

design and the preparation of discounted mailings. The certifi cation also demonstrates that you have an enhanced capacity to analyze discount payment options for mailing applications. You will have four hours to complete the exam. Successful completion is a score of 90% or better. Those receiving certifi cations will be honored at the Forum. Sign up early to get your study materials in advance of the Forum.

PC400 Designing Forms with Live Cycle Designer PRODUCED BY

In this workshop, we will begin with the basic tools of Designer, exploring the form components in the standard library as well as create our own in the custom library. Learn design tips and tricks while avoiding common design problems. Discussion around how static form design compares to dynamic form design will be included as well as tab-order, importing from Word or existing PDF fi les, action builder, alignment and layout techniques, tables, basic math calculations with scripting, master pages and multiple page layouts. This session will also discuss techniques that enable you to add intelligence to your form and to create dynamic layouts that react to the data or to user interactions.

PC500 The Power of InfoPath 2010 Functionalities PRODUCED BY

This is an overview of using the power of InfoPath to gather and share information by creating and implementing XML-based forms. Learn how to design an intelligent form in InfoPath, from beginning to deployment. Understand how form templates work and activating to a site collection.

4 WAYS TO REGISTER1. ONLINE: DOCUMENTStrategyForum.com2. CALL: 1.866.378.4991 toll free

Mon - Fri, 9am - 5pm EST



10:00am to5:00pm







9:00am to9:45am






10:00am to10:45am






11:00am to11:45am







12:00pm to12:45pm







9:00am to9:45am







10:00am to10:45am






1:45pm to2:30pm




2:45pm to3:30pm







OUTPUT MANAGEMENT/PRODUCTION SHAREPOINT BEST PRACTICESTECHNOLOGY & INNOVATIONS






Register by August 17th and Save up to $300 on Conference Registration!

CERTIFICATE PROGRAM





CERTIFICATE PROGRAM

*Recommended that you attend all sessions designated in SharePoint Applications track. ** Mailing Optimization track attendees can only attend designated sessions.

Platinum Package attendees are automatically eligible to receive one free night stay at the Hyatt Regency O’Hare. Visit www.DOCUMENTstrategyForum.com/rebate.html for details.Group Rate Registration: If you have a group of 3 or more, you can take advantage of additional conference savings. Please call toll-free 866.378.4991 for details.Conference Cancellation Policy: Conference cancellations with full refund (less a $100 processing fee) will be accepted if submitted in writing and received no later that October 6, 2011. No refunds will be given after this date. We urge you to send a replacement.

3. Fax: 1.401.765.66774. MAIL: Document Strategy Forum c/o

ExpoTrac • P.O. Box 1280, Woonsocket, RI 02895




WIN Up to $4,000! All registered attendees are eligible to win!

MAILING OPTIMIZATION TRACK SPONSOR CONFERENCE PARTNERS:

Every superhero needs a sidekick or two…

If you ask fellow attendees why they attend industry shows, the top reply you will most likely hear is “Networking.” Not only do we agree; we’ve built in a variety of Special Events that will allow you to meet and network with like-minded peers Before, During and After the Forum.

As a registered attendee of DOCUMENT Strategy Forum, you’re invited to join our social networking communities such as; LinkedIN, Twitter and Facebook communities so you can stay on top of everything happening with the event. You’ll also be able to connect with other registered attendees prior to the event—ask questions, share ideas, set up times to meet at the event and par-ticipate in exclusive pre-event webinars. On top of that, we will host a variety of on-site Special Events that are all included in your conference registration. You get there and we’ll do the rest!

OPENING DAY KEYNOTE LUNCHEON WEDNESDAY NOVEMBER 2 • 1:00pm – 2:30pm

The offi cial Forum kick-off, the Opening Day Keynote luncheon gets you off and running on the right foot. Immediately following the luncheon is the grand opening of DOCUMENT Strategy Forum Exhibit Hall.

OPENING NIGHT NETWORKING RECEPTION (Open to All) Located on the Exhibit Floor SPONSORED BY

WEDNESDAY NOVEMBER 2 • 5:00pm – 6:30pm

What better way to end a busy fi rst day of the forum than by unwinding with some great drink and food! Peruse the exhibit hall, catch up with old friends and make new ones; this is the perfect way to end a perfect day.

EXHIBIT FLOOR NETWORKING LUNCH BUFFET THURSDAY NOVEMBER 3 • 1 1:30am – 12:30pm

Don’t worry about grabbing lunch, we’ve got you covered. DOCUMENT Strategy Forum will host a lunch buffet in the exhibit hall that is open to all.

WIN UP TO $4,000 GIVEAWAY!WEDNESDAY NOVEMBER 2 & THURSDAY NOVEMBER 3

All registered attendees are eligible to win! To qualify, you must participate in an on-site program and be present in the Exhibit Hall to win. We will give away $2,000 on each day!

Our unsung heroes…We enlisted a group of dedicated industry professionals and charged them with helping us identify tactical and mission-critical content that will enhance your organizations’ overall ease of doing business. They along with the editors of DOCUMENT and Mailing Systems Technology magazine play an important and active role in the educational direction of the forum and the content being presented at our 201 1 conference.

AMANDA ARMENDARIZEDITORMAILING SYSTEMS TECHNOLOGY

KAREN CORNELIUS, CMDSMPITNEY BOWES ENTERPRISE MANAGERCONSULTING DELL COMPUTER ACCOUNT

GERALD EDWARDS DIRECTOR I/S CONTENT MANAGEMENTEMBLEM HEALTH

ALLISON LLOYDEDITORDOCUMENT

DAN LOPEZ EXECUTIVE DIRECTOR, PRINT PRODUCTION SERVICESUSAA

RICHARD LOSCH PARTNER R3D2 CONSULTING

MIKE PORTER PRESIDENT PRINT/MAIL CONSULTANTS

MAJOR A. RUTH ACCOUNTS PAYABLE SUPERVISOR THE UNITED ILLUMINATING COMPANY

SHERRIE L. THURSTON MANAGER, PRODUCT IMPLEMENTATION - DOCUMENT PUBLISHING INFRASTRUCTUREAEGON FINANCIAL PARTNERS

REGISTER TODAY FREE Exhibit Hall Admission • DOCUMENTstrategyForum.com

DOCUMENT Strategy Forum is the once-a-year event that showcases some of the industry’s leading companies that can help you create, produce, deliver and manage a better performing transactional/customer communication document.

Exhibitors will showcase products/services such as: Workfl ow Automation, Compliance Software, Content & Form Management, Disaster Recovery, Digital Publishing, Electronic Records Management, E-Mail Management, Imaging/Scanning Software/Hardware, Mailing Systems Technology, Print Production Software/Hardware, Printing Equipment, Storage/Archiving and more.

All new application-focused pavilions!DOCUMENT Strategy Forum will feature two new pavilions on the show fl oor this year – SharePoint Applications Pavilion and the BFMA eForms Pavilion.

Taking transactional document performance to new heights…

TRANSACTIONAL /TRANSPROMO PARTNER

DOCUMENT MANAGEMENT STRATEGY PARTNER

AS OF 7/15/1 1

is the once-a-year event that showcases some of

Taking transactional document performance to new heights…




SHAREPOINT APPLICATIONS PAVILION PARTNERS

EXHIBITING PARTNERS

SUPPORTING ORGANIZATIONS

eFORMS PAVILION PARTNERS

EMPOWERING DOCUMENTS

Payment Information: You may pay by check or credit card. Payment must accompany registration. All checks should be made payable to EventEvolution / DSF in US funds and drawn on a US bank. Fed ID #39-2039596.

The following credit cards will be accepted: ( please check one ) ! Amex ! Visa ! Mastercard ! Discover ! Check

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Personal Information:

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Conference Session Selection:Please check the sessions you plan to attendTUESDAY NOVEMBER 1 ! PC100 ! PC300 ! PC500 ! PC200 ! PC400

WEDNESDAY NOVEMBER 2 9:00 - 9:45am 10:00 - 10:45am 11:45 - 11:45am 12:45 - 12:45pm ! S101 ! S102 ! S103 ! S104 ! D201 ! D202 ! D203 ! D204 ! O301 ! O302 ! O303 ! O304 ! M401 ! M402 ! M403 ! M404 ! F501 ! F502 ! F503 ! F504 ! T601 ! T602 ! T603 ! T604

THURSDAY NOVEMBER 3 9:00 - 9:45am 10:00 - 10:45am 1:45 - 2:30pm 2:45 - 3:30Pm ! S105 ! S106 ! S107 ! S108 ! D205 ! D206 ! D207 ! O305 ! O306 ! M405 ! M406 ! M407 ! F505 ! F506 ! F507 ! F508 ! T605 ! T606 ! T607 ! T608

1. My primary job responsibility: (check one) 10 ! CEO/President /Owner 11 ! CIO/CTO 12 ! CFO/COO 13 ! VP/Other C-Level 14 ! Director /Department Head 15 ! Manager /Supervisor 16 ! IS / IT 17 ! Consultant 18 ! Other ________________________ 19 ! N/A

2. What is your primary business? (check one) 20 ! Communications 21 ! Consultant Firm 22 ! Education 23 ! Entertainment 24 ! Financial (Banking, Securities, Brokerage) 25 ! Government/Military 26 ! Health Care/Medical/Pharmaceutical 27 ! Insurance 28 ! Legal 29 ! Manufacturing 30 ! Non-profit 31 ! Printing/Publishing 32 ! Transportation 33 ! Utilities /Energy 34 ! Wholesale /Retail 35 ! Other ________________________ 36 ! N/A

3. Area you are responsible for? (check all that apply) 37 ! Content/Form (Content Management, Data Capture, ECM, Scanning/OCR, Form Creation, etc.) 38 ! Production/Delivery (Printing, Mailing, Print Stream, Online Document Delivery, etc.) 39 ! Transaction/Remittance (EBPP, EIPP, Payments, etc.) 40 ! Archiving/Imaging (Document Destruction, Records Management, Storage, etc.) 41 ! Management/Strategy (BPM, Disaster Recovery, Systems Integration, Workflow, etc.) 42 ! Other _______________________ 43 ! N/A

4. Purchasing Influence? (check one) 44 ! Final Approval 45 ! Specify/Recommend 46 ! None 47 ! N/A

5. What is the volume of monthly transactional documents both print and electronic (invoices, policies, etc.) processed at your location? (check one) 48 ! Less than 1 million 51 ! 7 – 9.9 million 49 ! 1 – 2.9 million 52 ! 10+ million 50 ! 3 – 6.9 million 53 ! N/A

6. What areas do you have an interest in learning more about? (check all that apply) 54 ! Business Process Management/ Workflow Automation 55 ! Compliance Software 56 ! Content & Document Management 57 ! Document Design 58 ! Disaster Recovery & Prevention 59 ! Digital Publishing 60 ! Electronic Records Management/ Records Information Management 61 ! Enterprise Applications 62 ! Email Management 63 ! Imaging/Scanning Software & Hardware 64 ! Ink & Toner 65 ! Mailing Systems Technology 66 ! Print Production Software/Hardware 67 ! Printing Equipment/Services 68 ! Search/Text & Data Mining 69 ! Security/Digital Rights Management 69 ! SharePoint 70 ! Storage/Archival 71 ! Web Publishing 72 ! Other ________________________

Preferred Advanced On-SiteCONFERENCE PRICING by Aug 17 by Oct 13 after Oct 13! Platinum Package (Tues ,Wed & Thur) $995 $1,095 $1,295! SharePoint Applications Track (Wed & Thurs)* $795 $995 $1,095! 2-Day Package (Wed & Thur) $795 $995 $1,095! 1-Day Package ! Wed or ! Thurs $495 $595 $695! Pre-Conference Workshop (Tue only) $295 $395 $495! Mailing Optimization 3-Day (Tues, Wed & Thurs)** $595 $695 $795! Mailing Optimization 2-Day (Wed & Thurs)** $395 $495 $595! Mailing Optimization 1-Day ! Wed or ! Thurs $295 $395 $495! Mailpiece Design Consultant Certification Program $195 $295 $395! Exhibit Hall Only Registration FREE FREE $50

Conference Fee Schedule: NOTE: All Special Events & Food Functons are included in your Conference Registration.

4 WAYS TO REGISTER1. ONLINE: DOCUMENTStrategyForum.com2. CALL: 1.866.378.4991 toll free

Mon - Fri, 9am - 5pm EST

*Recommended that you attend all sessions designated in SharePoint Applications track. **Mailing Optimization track attendees can only attend designated sessions.

Platinum Package attendees are automatically eligible to receive one free night stay at the Hyatt Regency O’Hare. Visit www.DOCUMENTstrategyForum.com/rebate.html for details.Group Rate Registration: If you have a group of 3 or more, you can take advantage of additional conference savings. Please call toll-free 866.378.4991 for details.Conference Cancellation Policy: Conference cancellations with full refund (less a $100 processing fee) will be accepted if submitted in writing and received no later that October 6, 2011. No refunds will be given after this date. We urge you to send a replacement.

3. Fax: 1.401.765.66774. MAIL: Document Strategy Forum c/o

ExpoTrac • P.O. Box 1280, Woonsocket, RI 02895

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