DSF '24 Boston Advanced Registration Mailer

UP TO $400 ON CONFERENCE OR GET A

FREE EXHIBIT HALL PASS (A $75 VALUE )

REGISTER HERE BY MARCH 28!

THE EVENT FOR CONTENT MANAGEMENT, CUSTOMER COMMUNICATIONS AND CX STRATEGIES.

IT’S REVOLUTIONARY!

DSF’24 C O R P O R A T E

MAY 20-22

S H E R A T O N

BOSTON P A R T N E R S

Content. Collaboration. Technology. Governance.

DSF’24

MAY 20- 22

S H E R A T O N

BOSTON THE REVOLUTION BEGINS HERE...

In the world of document and content management, customer communications and customer experience, change is not only coming, but it’s being driven by professionals like you. Building an end-to-end customer experience strategy requires input from the various stakeholders who have a touchpoint with the overall performance of the communication and the content being delivered—no matter the channel of choice.

ARE YOU ONE OF THESE REVOLUTIONARIES?

MARKETING PROFESSIONAL You’re involved in the process of creating content and communications, whether print or electronic.

CUSTOMER ENGAGEMENT PROFESSIONAL You’re involved in managing and responding to customer inquiries, ensuring seamless communication and high satisfaction levels across various channels.

OPERATIONS / SERVICES PROFESSIONAL You’re involved in triggering the actual distribution of content and communications, be it a print or electronic medium.

INFORMATION PROFESSIONAL You’re involved in supporting the business information life cycle, from creation/ ingestion to sharing and using to disposition and archiving.

COMPLIANCE PROFESSIONAL You’re involved in making sure content/communications are approved for distribution.

DATA & ANALYTICS PROFESSIONAL You’re involved in analyzing your data to better understand customers and business processes.

FORMS PROFESSIONAL You’re involved in the design, development, analysis and implementation of collecting key customer data through business forms.

IT / ARCHITECT PROFESSIONAL You’re involved in aligning the overall business goals with the information technology strategy, capabilities and assets required.

BUSINESS PROCESS PROFESSIONAL You’re involved in optimizing content-centric business processes of the organization, streamlining workflows and operational productivity.

R EVO LUT I O N A RY…

PEER-TO-PEER NETWORKING!

98% OF OUR ATTENDEES SAY THEY WOULD RECOMMEND ATTENDING DSF TO THEIR COLLEAGUES.

MONDAY

5.20

TUESDAY

5.21

SPECIAL INDUSTRY KEYNOTES & FIRESIDE CHATS Monday - 8:00am - 8:50am & 3:10pm - 4:00pm Tuesday - 9:00am - 9:50am • Join us for our thought-provoking keynotes and fireside chats that look at the future trends in document management, an in-depth talk on how technology is radically changing customer communications and the introduction of intelligent digital experiences with AI. OPEN TO ALL ATTENDEES

MONDAY

5.20

MONDAY

5.20

BIRDS OF A FEATHER LUNCHEON 12:00pm - 1:00pm • They say birds of a feather flock together, and there’s no better place to flock than lunch with colleagues who know what you do for a living, share similar interests and understand your unique challenges. Attendees will sit at designated tables based on their pre-selected networking groups to promote optimal interaction.

OPEN TO CONFERENCE ATTENDEES & SPEAKERS ONLY

TUESDAY

5.21

TRIPLE D EXHIBIT FLOOR RECEPTION

BITE & BIZ EXHIBIT FLOOR LUNCH

4:00pm - 6:00pm • What better way to meet with industry-leading companies than by sharing some great food and drinks in a relaxed setting on our Exhibit Floor.

12:00pm - 3:00pm • You’ve had a busy morning and a lot on your proverbial plate. So, we wanted to make your day a little easier and put some real food on that plate. Consider it a working lunch: Spend time finding that perfect solution while having in-depth conversations with our exhibitors.

OPEN TO ALL ATTENDEES

OPEN TO ALL ATTENDEES

TUESDAY

WED

5.21

5.22

RAY OF SUNSHINE RECEPTION

PLATINUM WAKE-UP BREAKFAST

5:00pm - 6:30pm • What better way to end a busy day than by soaking in some sunshine on the pool deck and taking in the Boston skyline while enjoying cocktails and hors d’oeuvres, compliments of our sponsors:

8:00am - 8:50am • Checkmate! We know it’s been a busy few days, and we want to kick off your last day with a healthy breakfast before you attend our closing workshops.

OPEN TO PLATINUM CONFERENCE ATTENDEES & SPEAKERS ONLY

OPEN TO CONFERENCE ATTENDEES & SPEAKERS ONLY

THE FUTURE IS HERE…

IT’S TIME TO JOIN THE REVOLUTION!

11 Dedicated Learning Pods. Follow a specific Pod or create your own revolutionary learning experience by choosing from any of the sessions being offered.

EVOLUTION OF AI

INVESTING IN CCM

Explore the future of work and the role that artificial intelligence (AI) will play in our everyday communications and customer experiences, from generative AI tools to optimized content services.

Discover the compelling reasons to invest in customer communication management through insights on generative AI, communication optimization and ROI for the customer journey.

REINVENTING CCM

4TH WAVE OF AUTOMATION

Revamp your customer communications for more personalized customer engagement, leveraging content rationalization, generative AI and the foundation of clear communications.

Transform the promise of AI into real, expected business outcomes through smarter automation choices, ground-breaking approaches for data extraction and AI’s future impact on customer experience.

PRACTICAL DOCUMENT MGMT

CHARTING CCM MATURITY

Learn practical steps for implementing effective document management in your organization for the digital era with emerging tech, cloud storage and AI-based systems.

Expand your customer communication management with advanced topics in increasing your CCM maturity, evolving your strategy and modernizing your communication platforms.

INDUSTRY OUTLOOK

TECHNOLOGY INNOVATION

Gain industry-wide insights on future trends in AI-driven customer experiences, interactive forms evolution, paper reduction and the potential 4th wave of intelligent document processing.

Explore advanced content for tech enthusiasts and IT strategies with a deep-dive into modern architectures, implementation best practices and insights for non-technical leaders.

THE FUTURE OF FORMS

TRANSFORMING FORMS

Discover the future of forms management with discussions on forms modernization, designing user experiences for adaptive forms and moving forms to the cloud.

Evolve your forms strategy for digital innovation by diving into topics like advances in e-forms, building automated data workflows and designing forms accessibility.

VENDOR TECHNOLOGY INSIGHTS Explore cutting-edge trends and product innovations in our vendor technology sessions, gaining invaluable insights into the tech landscape’s future.

UP TO

$400

REGISTER HERE MARCH 28

3 REVOLUTIONARY WORKSHOPS

Our exclusive workshops are included in our Platinum Package registration.

Take a Deep Dive into Advanced AI Applications, Content Optimization and Modernizing Your Content Supply Chain We’ve enlisted Doculabs, IDC and Venture Solutions to dig into the latest breakthroughs and must-know insights in our immersive, 3-hour workshops, packed with expert guidance on Enhanced Communication Visibility, the Art of Content Modernization and Unleashing the Power of AI Accelerators.

Modernizing Your Organization’s Content Supply Chain: The Unified Content Model INSTRUCTORS: AMY MACHADO & HOLLY MUSCOLINO – IDC PRODUCED BY:

WEDNESDAY MAY 22 9AM - 12PM

Transforming Content Optimization: Your Guide to the Communication Rationalization Strategy INSTRUCTORS: MICHELLE LIVINGSTON, GEORGE WEBB & KYLE TAVARES – VENTURE SOLUTIONS PRODUCED BY:

AI Deep Dive: A Comprehensive Guide for Implementing Advanced AI Applications INSTRUCTOR: RICHARD MEDINA – DOCULABS PRODUCED BY:

C O N F E R E N C E

P R O G R A M REINVENTING CCM

EVOLUTION OF AI M ONDAY MAY 20

M O N DAY M AY 20

8:00AM – 8:50AM

OPENING DAY KEYNOTE: The Visionary Future for Document Management

9:00AM – 9:50AM

The Role AI Will Play in Our Everyday Work in 2027

When Good Enough Isn't: Getting from CCM to CXM 101

10:00AM – 10:50AM

PANEL: Navigating AI Innovation: A Generative Journey

201

CASE STUDY: Transforming CCM to CXM: Lessons from a European Insurance Business 102

11:00AM – 11:50AM

202

CASE STUDY: Communication Optimization: How to Execute Your Content Rationalization Plan

The AI Business Case: Should You Build or Buy AI Solutions?

103

203

12:00PM – 1:00PM

BIRDS OF A FEATHER NETWORKING LUNCHEON

1:10PM – 2:00PM

PANEL: Unlocking AI Opportunities in the Enterprise: Revolutionizing AI-Driven Automation & CX

2:10PM – 3:00PM

Personalize or Perish: Modernizing the Approach to Managing Customer Experiences 104

PANEL: AI-Powered Content: Strategies for Optimized Content Services

204

The 10 Commnadments of Clear Communications 105

205

3:10PM – 4:00PM

GENERAL SESSION: How Technology Is Radically Changing the Future of CCM

4:00PM – 6:00PM

EXHIBIT FLOOR OPEN – FEATURING TRIPLE D NETWORKING RECEPTION

INVESTING IN CCM

T H E 4T H W A V E O F AUTO M AT I O N

TUESDAY MAY 2 1 9:00AM – 9:50AM 10:00AM – 10:50AM

TU E S DAY M AY 21

CLOSING KEYNOTE: The Rise of Intelligent Digital Experiences in the Age of AI PANEL: The Dawn of Generative AI in Modern Customer Communications

PANEL: Reimagining AI for the Business Transformation Model of 2030 106

11:00AM – 11:50AM

206

PANEL: Intelligent Automation: Bots or Workflows?

Optimizing Your Customer Communications Experience with AI: Time Spent vs Time Saved 107

207

12:00PM – 3:00PM

EXHIBIT FLOOR OPEN — FEATURING BITE & BIZ LUNCHEON

3:10PM – 4:00PM

Practical Approaches for Implementing an Enterprise Accessibility Strategy

How to Use ChatGPT + AI + OCR in Your Business Documents 108

4:10PM – 5:00PM

208

CLOSING PANEL: Moments of Truth: Practical Next Steps for Your CCM Journey 109 209 309

5:00PM – 6:30PM

RAY OF SUNSHINE RECEPTION

SPONSORED BY:

C O N F E R E N C E

P R O G R A M

PRACTICAL DOCUMENT MGMT

INDUSTRY OUTLOOK

M ONDAY MAY 20

M O N DAY M AY 20

8:00AM – 8:50AM

OPENING DAY KEYNOTE: The Visionary Future for Document Management

9:00AM – 9:50AM

Optimizing Document Management for the Digital Organization

Shaping Tomorrow's Journeys: The Evolution of Customer Experience in an AI-Inspired World 301

10:00AM – 10:50AM

Navigating the Intersection: Generative AI and Records Management

401

The Evolution of Forms: From Paper to Interactive Experience Management 402

302

11:00AM – 11:50AM

PANEL: Building Digital Transfromation: How to Get There from Here

The Impact of Paper Suppression Strategies on Customer Experience 303

403

12:00PM – 1:00PM

BIRDS OF A FEATHER NETWORKING LUNCHEON

1:10PM – 2:00PM

Investing in Total Customer Experience: The Role of Document Management

The 4th Wave of Document Processing 304

2:10PM – 3:00PM

Clarity in Complexity: The Art and Science of Content Simplification

404

The State of the Intelligent Information Management Industry 305

405

3:10PM – 4:00PM

GENERAL SESSION: How Technology Is Radically Changing the Future of CCM

4:00PM – 6:00PM

EXHIBIT FLOOR OPEN – FEATURING TRIPLE D NETWORKING RECEPTION

CHARTING CCM M ATU R I TY

TECHNOLOGY INNOVATIONS

TUESDAY MAY 2 1 9:00AM – 9:50AM 10:00AM – 10:50AM

TU E S DAY M AY 21

CLOSING KEYNOTE: The Rise of Intelligent Digital Experiences in the Age of AI POWER SESSION: PART 1 - The Journey from CCM to CXM

CASE STUDY: Leveraging Business Domain-Driven Architecture at Northwestern Mutual 306

11:00AM – 11:50AM

POWER SESSION: PART 2 - The Journey from CCM to CXM 307

406

CASE STUDY: Modernizing Your CCM Stack for Omnichannel Communications: An Implementation Story

12:00PM – 3:00PM

EXHIBIT FLOOR OPEN — FEATURING BITE & BIZ LUNCHEON

3:10PM – 4:00PM

The Revolution of End-to-End Communication Processing

PANEL: Unlocking IT Insights: A Technical Perspective for Non-Technical Leaders 308

4:10PM – 5:00PM

407

408

CLOSING PANEL: Moments of Truth: Practical Next Steps for Your CCM Journey 109 209 309

5:00PM – 6:30PM

RAY OF SUNSHINE RECEPTION

SPONSORED BY:

A T

A

G L A N C E

FUTURE OF FORMS

#DSF 24BOSTON

VENDOR TECH INSIGHTS

FUTU FOR

M O NDAY MAY 20

MO NDAY M AY 20

M O N DAY M

Closing the Loop: Bringing Outbound and Inbound Processes Together for a Better Customer Experience

Navigating Customer Communication Tools: Finding the Right Fit for Your Business

Closing the Loop: Br Inbound Processes T Customer Experienc

501

Modernizing Forms Processes to Deliver on the Total Experience

601

Innovations Unveiled: Revolutionizing Customer Communications Management 502

CASE STUDY: Standardizing Adaptive Forms: Using Reflexive User Interfaces

602

CASE STUDY: Stand Using Reflexive Use

How to Tackle the Data Tsunami with AI-Powered Document Recognition 503

The Future of Forms: Redefining Enterprise Data Collection

603

Build a Better Brand: Leveraging CCM to Drive Brand Identity and Dynamic Marketing at Scale 504

Why You Need to Move Your Forms to the Cloud

Modernizing Forms on the Total Experie

505

The Future of Forms Redefining Enterpri 604

To be announced...

Visit DOCUMENTstrategyForum.com for updates.

Why You Need to M to the Cloud

605

TRANSFORMING FORMS

TECHNOLOGY INNOVATIONS E X H I B I T

TRA FOR

H A L L H O U R S

TU E SDAY MAY 21

TU E SDAY M AY 21

TU E S DAY M

PANEL: Redefining Forms to Drive Sustainability

CASE STUDY: Leveraging Business Domain-Driven MONDAY Architecture at Northwestern Mutual

PANEL: Redefining

506

MAY 20

4:00PM – 6:00PM CASE STUDY: Moving Paper Forms to Automated Workflows 507

featuring CASE STUDY: Modernizing Your CCM Triple D Reception Stack for Omnichannel Communications: An Implementation Story

406

CASE STUDY: Movin Automated Workflo 407

TUESDAY PANEL: Unlocking IT MAY Insights: 21

Accessibility and Forms: Creating a Better User Experience

A Technical Perspective for Non-Technical Leaders

12:00PM – 3:00PM

508

CLOSING PANEL: Frankenstein & Dracula vs Godzilla: Assessing Your AI Forms Journey 409 509

with Lunch Service

408

Accessibility and Fo Creating a Better Us

SOLD-OUT EXHIBIT HALL!

THE FUTURE IS HERE…

A REVOLUTIONARY EXHIBIT HALL! Our exhibitors are leading the charge in the content management, customer communications and customer experience revolution.

CUSTOMER ENGAGEMENT SPONSOR

AI-POWERED CCM SPONSOR

ENTERPRISE COMMUNICATIONS SPONSOR

CONVERSATIONS IN THE CLOUD SPONSOR

CUSTOMER EXPERIENCE SPONSORS

PUBLICATION PARTNER

CONFERENCE PARTNER

Content. Collaboration. Technology. Governance.

MEET OUR REVOLUTIONARIES...

They are your colleagues, your co-workers and more importantly… our Advisory Board. They understand the DSF mission and are charged with building a conference that delivers actionable, real-world takeaways that you can bring back to your organization to make a difference.

ANTONIO BONNER

NANNETTE MEARS

JENNIFER RAML

VP, TECHNOLOGY ARCHITECTURE & ENGINEERING

ASSISTANT VICE PRESIDENT, DOCUMENT FULFILLMENT LEADER

MANAGER, INFORMATION SYSTEMS

WELLS FARGO

CHUBB

ACUITY, A MUTUAL INSURANCE COMPANY

CHRIS CANADAY

GRANT MERKEL

LESLIE SAPIENZA

LEAD BUSINESS PROGRAM MANAGER NORTHWESTERN MUTUAL

MANAGER, DOCUMENT SOLUTIONS

VICE PRESIDENT, CUSTOMER COMMUNICATIONS

EXCELLUS BLUECROSS BLUESHIELD

PRUDENTIAL

AARON HORSFIELD

MELISSA MCGLINCHEY

DIRECTOR, PRINT FULFILLMENT OPERATIONS & MARKETING ADMINISTRATION

CERTIFIED AGILE PRODUCT OWNER

UPMC HEALTH PLAN

SBLI

ANDY KELLER

ARUN NATARAJAN

LEAD TECHNICAL ARCHITECT, CUSTOMER COMMUNICATIONS

CONTENT MANAGEMENT ARCHITECT, CUSTOMER COMMUNICATIONS

USAA

PROGRESSIVE INSURANCE

$400

ON CONFERENCE OR GET A

FREE EXHIBIT HALL PASS ( A $75 VALUE )

REGISTER HERE MARCH 28 REGISTER BY MARCH 28!

UP TO $400 ON CONFERENCE OR GET A

FREE EXHIBIT HALL PASS (A $75 VALUE )

REGISTER HERE BY MARCH 28!

JOIN THE REVOLUTION!

DSF’24

MAY 20-22

S H E R A T O N

BOSTON

REGISTER AT DOCUMENTstrategyForum.com OR CALL 866.378.4991

DSF’24 BOSTON

CONFERENCE PACKAGES

PREFERRED by 3/28/24

ON-SITE

after 5/2/24

Platinum Package (MONDAY, TUESDAY AND WEDNESDAY)

SAVE $400 ●

$1,595

$1,995

2-Day Package (MONDAY AND TUESDAY )

SAVE $400 ●

$1,195

$1,595

1-Day Package (MONDAY OR TUESDAY)

SAVE $300 ●

$695

$995

Exhibit Hall-Only (MONDAY AND TUESDAY )

SAVE $75 ●

FREE

$75

SAVE AN ADDITIONAL $2OO PER PERSON GROUP SAVINGS: Register a group of 3 or more and you'll each save an additional $200. Call toll-free 866.378.4991 or email info@EventEvolution.com for details.

ONE FREE NIGHT’S STAY! (A $348 VALUE)

INDUSTRY-FIRST CONFERENCE TRAVEL REBATE PROGRAM! Simply register for our Platinum Package and book your reservation at the Sheraton Boston (host hotel for DSF ’24) for three nights, and one night will automatically be credited from your bill upon check-out. It’s that easy!

A REVOLUTIONARY LOCATION... Nestled in the historic Back Bay and

directly connected to the Prudential Center and the Hynes Convention Center, experience outstanding service and an incredible location in downtown Boston. Take in soaring views of Back Bay and the Charles River or stroll along Newbury Street to discover shopping and dining. DSF ’24 has set aside a room block at a rate of $299 per night, plus tax.

REGISTER BY MARCH 28 AND SAVE UP TO $400

DOCUMENTstrategyForum.com

DSF’24

MAY 20-22

S H E R A T O N

BOSTON

DOCUMENTstrategyForum.com

REGISTER HERE BY MARCH 28 OR CALL 866.378.4991

CONFERENCE TRAVEL REBATE One Free Hotel Night a $348 Value (see details inside)

3

DAYS

11

LEARNING PODS

55

SESSIONS & WORKSHOPS

SOLD-OUT EXHIBIT HALL FEATURING 40

INDUSTRY-LEADING COMPANIES

UP TO

$400

ON CONFERENCE OR GET A

FREE EXHIBIT HALL PASS ( A $75 VALUE )

REGISTER HERE

BY MARCH 28

It was a great learning experience, and the ability to share best practices and new developments was key.”

EDWIN NUIJTEN – PRODUCT DOMAIN MANAGER, COMMUNICATION PLATFORMS, NN GROUP