Document Strategy Forum

Register Today & Receive FREE Exhibit Hall Admission ($50 value) Register by August 17th & Save up to $300 on Conference Registration!

Take your transactional document performance

up, up and away…

All-New SharePoint Applications & eForms Pavilions!

NOVEMBER 1-3, 2011 • CROWNE PLAZA O’HARE • CHICAGO www.DOCUMENTstrategyForum.com

EXCLUSIVE CERTIFICATION PROGRAMS OFFERED! SPONSORED BY

SharePoint Practitioner Certificate Program SharePoint Certificate Program

TRANSACTIONAL/ TRANSPROMO PARTNER

MAILING OPTIMIZATION TRACK SPONSOR

DOCUMENT MANAGEMENT STRATEGY PARTNER

Mailpiece Design Consultant (MDC) Certification Program

OPENING NIGHT RECEPTION SPONSOR

CONFERENCE PARTNERS:

PRODUCED BY

SHAREPOINT BEST PRACTICES TRACK SPONSOR

Take your transactional document performance

up, up and away…

With Sarbanes-Oxley, HIPAA, Gramm-Leach-Bliley, ISO 9001, FRCP and new financial 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 conference 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 • BPM • PRINTING & PRODUCTION MANAGEMENT • IT INTEGRATION • TRANSPROMO • ECM • CRM

• CONTENT MANAGEMENT • FULFILLMENT SERVICES • SERVICE BUREAU • IMAGING / ARCHIVING • MAILING SERVICES & TECHNOLOGY • SECURITY / DIGITAL RIGHTS MANAGEMENT

take your transactional document performance up, up and away…

Let Us Help You Get Approval to Attend!

NOVEMBER 1-3, 2011 s CROWNE PLAZA O’HARE s CHICAGO www.DOCUMENTstrategyForum.com

How to Get Approval to Attend.

It’s difficult 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 management seeking permission to attend a professional conference/trade show when your company has just instituted a “travel ban” or is struggling financially 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.

Visit DOCUMENTstrategyForum.com and click on the “How to Get Approval to Attend” link.

UNDERSTANDING YOUR CONFERENCE EXPENSES Before 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) First, you most understand that management will always look at attending professional conferences/ Transportation to and from Airport: $ No Cost. trade shows as an “Expense” to the company. Your job (Hyatt provides free shuttle service) is to recognize that and make a compelling case that Food & Beverage: $50 estimate per day (DOCUMENT takes into consideration.

Whatdocument most companies Strategy Forum two lunches, reception and takethat your transactional performance up, up provides and away… don’t equate into their decision-making process is the, conference refreshment breaks) “Return on Investment” opportunity that attending represents. Our job is to clearly define that ROI your SPECIAL BONUS! If you register for our Platinum company will gain by sending you to DOCUMENT Conference Package and stay at the Hyatt Regency, Strategy Forum, September 13-15th at the Hyatt you will automatically receive one FREE hotel night Regency O’Hare, Chicago. (a $240 savings) to help offset expenses.

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 visit www.DOCUMENTstrategyForum.com/rebate.html.

Protecting the industry from producing poorly performing documents…

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 Association (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, Roundtables 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) ALL NEW

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 definition, form or shape and mechanisms of the document or corporate communication are continuously reinventing itself at a lightening pace. Organizations are not only challenged to keep up with such transformations, oftentimes, requiring extensive, timeconsuming 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 management 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 standard, 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 competencies 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 understand 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 corporate mail center and document delivery.

FORMS MANAGEMENT, DESIGN & WORKFLOW (F) Forms management involves cost-benefit analysis, consultation, project management and environmental and safety awareness. Forms administration involves version control, identification and filing systems, software distribution, warehousing, standards, operating 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 workflows and applications software.

Conference program at a glance SHAREPOINT BEST PRACTICES TUESDAY NOVEMBER 1 TECHNOLOGY & INNOVATIONS

SHAREPOINT BEST PRACTICES

10:00am to 5:00pm

DOCUMENT STRATGYBEST PRACTICES

FORMS MANAGEMENT SHAREPOINT BEST PRACTICES

DOCUMENT STRATGYBEST PRACTICES TECHNOLOGY & INNOVATIONS OUTPUT MANAGEMENT/PRODUCTION

PC100 AIIM’s SharePoint Practitioner Certificate Program MAILING OPTIMIZATION

DOCUMENT STRATGY TUESDAY NOVEMBER 1 FORMS MANAGEMENT

OUTPUT MANAGEMENT/PRODUCTION

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

OUTPUT MANAGEMENT/ PRODUCTION TUESDAY NOVEMBER 1

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

MAILING OPTIMIZATION TUESDAY NOVEMBER 1

PC300 Mailpiece Design Consultant (MDC) Certification Program

FORMS MANAGEMENT

TECHNOLOGY & INNOVATIONS

TUESDAY NOVEMBER 1

TUESDAY NOVEMBER 1

PC400 Designing Forms with Live Cycle Designers

PC500 The Power of InfoPath 2010 Functionalities

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

MAILING OPTIMIZATION

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

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 to 10:45am

S102 Capture and Workflow 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 Workflow Database

T602 e-Forms Management in Cloud Computing

11:00am to 11:45am

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 Profit 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 to 12:45pm

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

F504 POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management, Processes and Standards

T604 Mobile eForms in the Enterprise

9:00am to 9:45am

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

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

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 to 2:30pm

S107 Enterprise Content and Records Management with SharePoint

D207 CLOSING KEYNOTE: State of the Transactional Document Industry Featuring 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 to 3:30pm

S108 Establishing a SharePoint ECM Roadmap to Bring It Together

F508 Working with DHS Program Office, Forms Management, IT, Division of Admin. to Successfully Deliver Timely and Accurate Employee Benefits

T608 TBA • for updates visit DOCUMENTstrategyForum.com

9:00am to 9:45am 10:00am to 10:45am

Exclusive All Day Pre-Conference Workshops PC100 SharePoint Practitioner Certificate Program

CERTIFICATE PROGRAM

SPONSORED BY

SharePoint Certificate Program

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 successful 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 special, full-day workshop, offered by the AIIM Certificate Program, introduces enterprise strategies and technologies for managing content using SharePoint, primarily focusing 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 official AIIM designation of SharePoint Practitioner. The designation is valid for 5 years.

DEDICATED, NON-COMPETE EXHIBIT HOURS TUESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 3

2:30pm – 6:30pm

1 1:00am – 1:30pm 12:00pm – 1:00pm On-Floor Lunch

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

TUESDAY NOVEMBER 1 • 10:00am – 5:00pm

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

WIN Up to $4,000!

Conference program at a glance SHAREPOINT BEST PRACTICES TUESDAY NOVEMBER 1 TECHNOLOGY & INNOVATIONS

SHAREPOINT BEST PRACTICES

10:00am to 5:00pm

DOCUMENT STRATGYBEST PRACTICES

FORMS MANAGEMENT SHAREPOINT BEST PRACTICES

DOCUMENT STRATGYBEST PRACTICES SHAREPOINT BEST PRACTICES TECHNOLOGY & INNOVATIONS OUTPUT MANAGEMENT/PRODUCTION

PC100 AIIM’s SharePoint Practitioner Certificate Program MAILING OPTIMIZATION

DOCUMENT STRATGY TUESDAY NOVEMBER 1 TECHNOLOGY & INNOVATIONS FORMS MANAGEMENT

OUTPUT MANAGEMENT/PRODUCTION

All registered attendees are eligible to win!

SHAREPOINT BEST PRACTICES

OUTPUT MANAGEMENT/ PRODUCTION TUESDAY NOVEMBER 1

DOCUMENT STRATGYBEST PRACTICES FORMS MANAGEMENT

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

OUTPUT MANAGEMENT/PRODUCTION

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

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

DOCUMENT STRATGYBEST PRACTICES

TECHNOLOGY & INNOVATIONS

FORMS MANAGEMENT

OUTPUT MANAGEMENT/PRODUCTION

MAILING OPTIMIZATION TUESDAY NOVEMBER 1

MAILING OPTIMIZATION

PC300 Mailpiece Design Consultant (MDC) Certification Program

FORMS MANAGEMENT

TECHNOLOGY & INNOVATIONS

TUESDAY NOVEMBER 1

TUESDAY NOVEMBER 1

PC400 Designing Forms with Live Cycle Designers

PC500 The Power of InfoPath 2010 Functionalities

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

MAILING OPTIMIZATION

MAILING OPTIMIZATION

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

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 to 10:45am

S102 Capture and Workflow 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 Workflow Database

T602 e-Forms Management in Cloud Computing

11:00am to 11:45am

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 Profit 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 to 12:45pm

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

F504 POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management, Processes and Standards

T604 Mobile eForms in the Enterprise

9:00am to 9:45am

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

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

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 to 2:30pm

S107 Enterprise Content and Records Management with SharePoint

D207 CLOSING KEYNOTE: State of the Transactional Document Industry Featuring 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 to 3:30pm

S108 Establishing a SharePoint ECM Roadmap to Bring It Together

F508 Working with DHS Program Office, Forms Management, IT, Division of Admin. to Successfully Deliver Timely and Accurate Employee Benefits

T608 TBA • for updates visit DOCUMENTstrategyForum.com

9:00am to 9:45am 10:00am to 10:45am

Exclusive All Day Pre-Conference Workshops PC100 SharePoint Practitioner Certificate Program

CERTIFICATE PROGRAM

SPONSORED BY

SharePoint Certificate Program

TUESDAY NOVEMBER 1 • 10:00am – 5:00pm

PC200 Achieving Sustainable Cost Benefits of Managed

Print Services: Strategies & Best Practices

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 successful 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 special, full-day workshop, offered by the AIIM Certificate Program, introduces enterprise strategies and technologies for managing content using SharePoint, primarily focusing 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 official AIIM designation of SharePoint Practitioner. The designation is valid for 5 years.

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 benefits of a managed 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 programs and best practices to achieve the best cost benefits.

PC300 Mailpiece Design Consultant

(MDC) Certification Program

DEDICATED, NON-COMPETE EXHIBIT HOURS TUESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 3

2:30pm – 6:30pm

1 1:00am – 1:30pm 12:00pm – 1:00pm On-Floor Lunch

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

CERTIFICATE 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) Certification Program. Why get certified? 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 certified, 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 certification 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 certifications 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 files, 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.

Register Today & Receive FREE Exhibit Hall Admission ($50 value) Register by August 17th and Save up to $300 on Conference Registration!

WIN Up to $4,000!

Conference program at a glance

4 WAYS TO REGISTER 1. ONLINE: DOCUMENTStrategyForum.com 2. CALL: 1.866.378.4991 toll free Mon - Fri, 9am - 5pm EST

All registered attendees are eligible to win!

Personal Information: FIRST NAME

SHAREPOINT BEST PRACTICES

DOCUMENT STRATGY

3. Fax: 1.401.765.6677 4. MAIL: Document Strategy Forum c/o ExpoTrac • P.O. Box 1280, Woonsocket, RI 02895

OUTPUT MANAGEMENT/ PRODUCTION

MAILING OPTIMIZATION

FORMS MANAGEMENT

LAST NAME

TECHNOLOGY & INNOVATIONS TITLE

TUESDAY NOVEMBER 1 10:00am to 5:00pm

PC100 AIIM’s SharePoint Practitioner Certificate Program

TUESDAY NOVEMBER 1

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

TUESDAY NOVEMBER 1

PC200 Achieving Sustainable Cost Benefits of Managed Print Services: Strategies & Best Practices

TUESDAY NOVEMBER 1 SHAREPOINT BEST PRACTICES

TECHNOLOGY & INNOVATIONS

DOCUMENT STRATGYBEST PRACTICES

PC300 Mailpiece Design Consultant (MDC) Certification Program

FORMS MANAGEMENT

TUESDAY NOVEMBER 1

OUTPUT MANAGEMENT/PRODUCTION

SHAREPOINT BEST PRACTICES

PC400 Designing Forms with Live Cycle Designers

9:00am to 9:45am

S101 Email Management Using SharePoint

WEDNESDAY NOVEMBER 2

TUESDAY NOVEMBER 1

DOCUMENT STRATGYBEST PRACTICES

FORMS MANAGEMENT

OUTPUT MANAGEMENT/PRODUCTION

PC500 The Power of InfoPath 2010 Functionalities

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

MAILING OPTIMIZATION

WEDNESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 2

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

T601 Migrating to Digital Processes that Support Mobile Platforms

PHONE

EMAIL ADDRESS

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 Workflow Database

T602 e-Forms Management in Cloud Computing

11:00am to 11:45am

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 Profit 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 to 12:45pm

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

F504 POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management, Processes and Standards

T604 Mobile eForms in the Enterprise

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

THURSDAY NOVEMBER 3

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

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

S107 Enterprise Content and Records Management with SharePoint

2:45pm to 3:30pm

S108 Establishing a SharePoint ECM Roadmap to Bring It Together

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

Exclusive All Day Pre-Conference Workshops PC100 SharePoint Practitioner Certificate Program

CERTIFICATE PROGRAM

SPONSORED BY

SharePoint Certificate Program

M407 Proof of Delivery: A New Age of Opportunity

Print Services: Strategies & Best Practices

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 successful 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 special, full-day workshop, offered by the AIIM Certificate Program, introduces enterprise strategies and technologies for managing content using SharePoint, primarily focusing 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 official AIIM designation of SharePoint Practitioner. The designation is valid for 5 years.

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 benefits of a managed 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 programs and best practices to achieve the best cost benefits.

PC300 Mailpiece Design Consultant

(MDC) Certification Program

DEDICATED, NON-COMPETE EXHIBIT HOURS TUESDAY NOVEMBER 2

WEDNESDAY NOVEMBER 3

2:30pm – 6:30pm

1 1:00am – 1:30pm 12:00pm – 1:00pm On-Floor Lunch

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

F507 Is it a Form or is it a Document Analysis?

T607 How to Think Like a Dynamic Form

F508 Working with DHS Program Office, Forms Management, IT, Division of Admin. to Successfully Deliver Timely and Accurate Employee Benefits

T608 TBA • for updates visit DOCUMENTstrategyForum.com

CERTIFICATE 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) Certification Program. Why get certified? 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 certified, you will demonstrate that you have gained a greater understanding of the USPS requirements as they relate to mailpiece

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Conference Fee Schedule:

❑ Platinum Package (Tues ,Wed & Thur) ❑ SharePoint Applications Track (Wed & Thurs)* ❑ 2-Day Package (Wed & Thur) ❑ 1-Day Package ❑ Wed or ❑ Thurs ❑ Pre-Conference Workshop (Tue only) ❑ Mailing Optimization 3-Day (Tues, Wed & Thurs)** ❑ Mailing Optimization 2-Day (Wed & Thurs)** ❑ Mailing Optimization 1-Day ❑ Wed or ❑ Thurs ❑ Mailpiece Design Consultant Certification Program

❑ Exhibit Hall Only Registration

$995 $795 $795 $495 $295 $595 $395 $295 $195 FREE

$1,095 $995 $995 $595 $395 $695 $495 $395 $295 FREE

$1,295 $1,095 $1,095 $695 $495 $795 $595 $495 $395 $50

-

Conference Session Selection: Please check the sessions you plan to attend TUESDAY NOVEMBER 1

❑ PC100 ❑ PC300 ❑ PC500 ❑ PC200 ❑ PC400

WEDNESDAY NOVEMBER 2 9:00 - 9:45am ❑ S101 ❑ D201 ❑ O301 ❑ M401 ❑ F501 ❑ T601

*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.

Payment Information:

TUESDAY NOVEMBER 1 • 10:00am – 5:00pm

PC200 Achieving Sustainable Cost Benefits of Managed

MOBILE

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

Preferred Advanced On-Site CONFERENCE PRICING

by Aug 17 by Oct 13 after Oct 13

THURSDAY NOVEMBER 3

ZIP CODE

-

M401 How Cloud Computing Is Revolutionizing Mail

D202 TBA • for updates visit DOCUMENTstrategyForum.com

1:45pm to 2:30pm

STATE

O301 Using ADF Technology to Accelerate Your Print and Output Operations

S102 Capture and Workflow with SharePoint

10:00am to 10:45am

CITY

D201 CASE STUDY: Challenges of Document Management in a Worldwide Project

10:00am to 10:45am

9:00am to 9:45am

COMPANY

ADDRESS MAILING OPTIMIZATION

WEDNESDAY NOVEMBER 2

TECHNOLOGY & INNOVATIONS

10:00 - 10:45am 11:45 - 11:45am ❑ S103 ❑ D203 ❑ O303 ❑ M403 ❑ F503 ❑ T603

❑ S102 ❑ D202 ❑ O302 ❑ M402 ❑ F502 ❑ T602

THURSDAY NOVEMBER 3 9:00 - 9:45am ❑ S105 ❑ D205 ❑ O305 ❑ M405 ❑ F505 ❑ T605

10:00 - 10:45am 1:45 - 2:30pm ❑ S107 ❑ D207

❑ S106 ❑ D206 ❑ O306 ❑ M406 ❑ F506 ❑ T606

❑ M407 ❑ F507 ❑ T607

12:45 - 12:45pm ❑ S104 ❑ D204 ❑ O304 ❑ M404 ❑ F504 ❑ T604 2:45 - 3:30Pm ❑ S108

❑ F508 ❑ T608

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

____________________________________________________

CARDHOLDER’S SIGNATURE

CARDHOLDER’S NAME (please print)

____________________________________________________

design and the preparation of discounted mailings. The certification 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 certifications 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 files, 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.

CARDHOLDER’S BILLING ADDRESS (if different from above)

CARD NUMBER CV V CODE

____________________________________________________

EXP. DATE MONTH

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

STREET

YEAR

CITY

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

STATE

ZIP

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 ________________________

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

SPONSORED BY

What better way to end a busy first 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!

REGISTER TODAY

FREE Exhibit Hall Admission • DOCUMENTstrategyForum.com

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 ARMENDARIZ

ALLISON LLOYD

MIKE PORTER

EDITOR MAILING SYSTEMS TECHNOLOGY

EDITOR DOCUMENT

PRESIDENT PRINT/MAIL CONSULTANTS

KAREN CORNELIUS, CMDSM

DAN LOPEZ

MAJOR A. RUTH

PITNEY BOWES ENTERPRISE MANAGER CONSULTING DELL COMPUTER ACCOUNT

EXECUTIVE DIRECTOR, PRINT PRODUCTION SERVICES USAA

ACCOUNTS PAYABLE SUPERVISOR THE UNITED ILLUMINATING COMPANY

RICHARD LOSCH

MANAGER, PRODUCT IMPLEMENTATION DOCUMENT PUBLISHING INFRASTRUCTURE AEGON FINANCIAL PARTNERS

GERALD EDWARDS DIRECTOR I/S CONTENT MANAGEMENT EMBLEM HEALTH

PARTNER R3D2 CONSULTING

SHERRIE L. THURSTON

MAILING OPTIMIZATION TRACK SPONSOR

CONFERENCE PARTNERS:

Taking transactional document performance to new heights…

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: Workflow 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 floor this year – SharePoint Applications Pavilion and the BFMA eForms Pavilion.

TRANSACTIONAL / TRANSPROMO PARTNER

DOCUMENT MANAGEMENT STRATEGY PARTNER

SHAREPOINT APPLICATIONS PAVILION PARTNERS

eFORMS PAVILION PARTNERS

EXHIBITING PARTNERS

EMPOWERING DOCUMENTS

SUPPORTING ORGANIZATIONS

AS OF 7/15/1 1

DEDICATED, NON-COMPETE EXHIBIT HOURS TUESDAY NOVEMBER 2 2:30pm – 6:30pm 5:00pm – 6:30pm Opening Night Reception on the Show Floor

WEDNESDAY NOVEMBER 3 1 1:00am – 1:30pm 12:00pm – 1:00pm On-Floor Lunch

4 WAYS TO REGISTER 1. ONLINE: DOCUMENTStrategyForum.com 2. CALL: 1.866.378.4991 toll free Mon - Fri, 9am - 5pm EST

3. Fax: 1.401.765.6677 4. MAIL: Document Strategy Forum c/o ExpoTrac • P.O. Box 1280, Woonsocket, RI 02895

Personal Information: FIRST NAME

LAST NAME

TITLE

COMPANY

ADDRESS

CITY

STATE

ZIP CODE

PHONE

MOBILE

-

-

-

-

EMAIL ADDRESS

Conference Fee Schedule:

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

Preferred Advanced On-Site CONFERENCE PRICING

by Aug 17 by Oct 13 after Oct 13

❑ Platinum Package (Tues ,Wed & Thur) ❑ SharePoint Applications Track (Wed & Thurs)* ❑ 2-Day Package (Wed & Thur) ❑ 1-Day Package ❑ Wed or ❑ Thurs ❑ Pre-Conference Workshop (Tue only) ❑ Mailing Optimization 3-Day (Tues, Wed & Thurs)** ❑ Mailing Optimization 2-Day (Wed & Thurs)** ❑ Mailing Optimization 1-Day ❑ Wed or ❑ Thurs ❑ Mailpiece Design Consultant Certification Program

❑ Exhibit Hall Only Registration

$995 $795 $795 $495 $295 $595 $395 $295 $195 FREE

$1,095 $995 $995 $595 $395 $695 $495 $395 $295 FREE

$1,295 $1,095 $1,095 $695 $495 $795 $595 $495 $395 $50

Please check the sessions you plan to attend TUESDAY NOVEMBER 1

❑ PC100 ❑ PC300 ❑ PC500 ❑ PC200 ❑ PC400

WEDNESDAY NOVEMBER 2 9:00 - 9:45am ❑ S101 ❑ D201 ❑ O301 ❑ M401 ❑ F501 ❑ T601

*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.

Payment Information:

Conference Session Selection:

10:00 - 10:45am 11:45 - 11:45am ❑ S103 ❑ D203 ❑ O303 ❑ M403 ❑ F503 ❑ T603

❑ S102 ❑ D202 ❑ O302 ❑ M402 ❑ F502 ❑ T602

THURSDAY NOVEMBER 3 9:00 - 9:45am ❑ S105 ❑ D205 ❑ O305 ❑ M405 ❑ F505 ❑ T605

10:00 - 10:45am 1:45 - 2:30pm ❑ S107 ❑ D207

❑ S106 ❑ D206 ❑ O306 ❑ M406 ❑ F506 ❑ T606

❑ M407 ❑ F507 ❑ T607

12:45 - 12:45pm

❑ S104 ❑ D204 ❑ O304 ❑ M404 ❑ F504 ❑ T604

2:45 - 3:30Pm

❑ S108

❑ F508 ❑ T608

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

____________________________________________________

CARDHOLDER’S SIGNATURE

CARDHOLDER’S NAME (please print)

____________________________________________________ CARDHOLDER’S BILLING ADDRESS (if different from above)

CARD NUMBER CV V CODE

____________________________________________________

EXP. DATE MONTH

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

STREET

YEAR

CITY

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

STATE

ZIP

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 ________________________

(see inside for details).

Industry-First Conference Travel Rebate Program

RECEIVE A FREE HOTEL NIGHT!

Minutes away from O’Hare International Airport, the Crowne Plaza Hotel in Rosemont, Illinois has been completely renovated offering 503 rooms and state-of-the-art amenities for guests to enjoy. Reservations can be made by calling 888.233.9527 or 847.671.1378.

The room block rate is $169.00 plus tax per night, single/double occupancy.

Please make sure you mention DOCUMENT Strategy Forum when making your reservation.

HOTEL INFORMATION

PRODUCED & MANAGED BY

DOCUMENT Strategy Forum 1450 Barnum Avenue, Suite 204 Bridgeport, CT 06610

up, up and away…

Take your transactional document performance

www.DOCUMENTstrategyForum.com

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

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

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