An Executive Conference for Professionals Focused on Delivering Superior Customer Experiences.
Since 2008, we have been the undisputed leader in educating professionals, working across wide-ranging industry segments, on how to deliver and manage superior customer communications, customer engagement and information management. As trailblazers in the arena, we are able to bring together the community of real-world communications, content and information leaders to discuss the issues and challenges that practitioners, like you, face every day. It’s a challenging environment to say the least. And with technology changing the status quo, sitting back is not an option.
We Know Your Job. We Know Your Industry. We Know You.
CONTENT MANAGEMENT / MARKETING PROFESSIONALS
You’re involved in the process of creating content & communications, whether print or electronic.
COMPLIANCE CONTROLS PROFESSIONALS
You’re involved in getting content & communications approved and ready for distribution.
PRODUCTION AUTOMATION PROFESSIONALS
You’re involved in triggering the actual distribution of content & communications, be it a print or electronic medium.
RESPONSE / CUSTOMER SERVICE PROFESSIONALS
You’re involved in responding to customer inquiries based upon the communication that was issued.
You’re involved in analyzing the effectiveness of all communications that have been sent out.
BUSINESS / INTERNAL PROFESSIONALS
You’re involved in supporting the business information life cycle, from creation/ingestion, to sharing and using, to disposition and archiving.
IT PLATFORMS PROFESSIONALS
You’re the repository owners, integration owners, business application owners or user-interface owners.
You’re involved in records management, information governance or e-discovery.
BUSINESS PROCESS OWNERS PROFESSIONALS
You’re responsible for optimizing core content-centric business processes.
State of the Customer Communications Management (CCM) and Information Management Industry
Presented by Craig Le Clair, Vice President, Principal Analyst, Forrester Research
A strong customer engagement strategy has never been more important. Customers now expect interactions with companies to be on their terms and at their convenience. Being able to engage customers with relevant, timely, and personalized information in their channel of choice is critical to delivering effective and consistent customer experiences (CX). Companies that are able to do this will have a key advantage over their competitors in 2017 and beyond.
In this Keynote, Forrester will review the state of customer engagement today, how organizations can build a customer engagement strategy, the evolving role of data and information management, the technology landscape, and best practices, including:
Competencies of mature customer engagement companies
The future of CCM and role in digital experience management
CCM and information management best practices
CCM and enterprise content management (ECM) vendor landscape and review
The Only Peer-Driven, Peer-Reviewed, Peer-Produced Conference
These are your colleagues, your co-workers and our Advisory Board who are charged with building a conference that delivers actionable, real-world takeaways that you can bring back to your organization to make a difference. It’s their/your conference; we just manage it!
Director, Imaging & Workflow Services Sun Life Financial Services
Director, Operations Print & Distribution UNUM
Manager, Document Automation Grange Insurance
AVP, Simplify Customer Communication MetLife
Director, SPM for Client and Tax Reporting UBS Financial Services Inc.
AVP, Enterprise Document Services (EDS) USAA
Matthew D. McClelland
Manager, Information Governance Office BCBS NC
VP, Records and Information Management Federal Home Loan Bank of Chicago
DuPree W. Potter, Sr.
Marketing Operations Leader Bank of America Merchant Services
Director, Document Management CoE UNUM
Former Senior Specialist, Records Management Purdue Pharma LP
Vice President, Enterprise Data Governance & Management State Street Corporation
Business Manager, Integrated Solutions State Farm
Manager Records and Retention AMOCO Federal Credit Union
Our top package for professionals who want to get everything out of attending DOCUMENT Strategy Forum ’17! You’ll receive admission to all of the conference sessions being offered, a two-day Exhibit Hall Pass and your choice of one of our executive workshops produced by Forrester, AIIM or BFMA. You’ll also be wined and dined at a variety of great food and beverage networking events taking place over the three days, including the Breakfast Keynote, Triple D Reception, Networking Lunch, Rooftop Cocktail Reception and Bite & Biz Exhibit Floor Luncheon. Lastly, you’re qualified to participate in our Conference Travel Rebate Program and receive one free night stay (a $304 value) at the Chicago Marriott Downtown.
This is the perfect package if you can’t afford to be out of the office for three days. You’ll have access to any of the conference sessions taking place on Monday, May 1 and Tuesday, May 2, as well as a two-day Exhibit Hall Pass. You’ll also be invited to attend all of the special food and beverage functions taking place during your time with us, including the Breakfast Keynote, Triple D Reception, Networking Lunch, Rooftop Cocktail Reception and Bite & Biz Exhibit Floor Luncheon.
This is great way to put your toe in our educational waters. The 1-Day Package allows you to pick the day that best fits your learning objectives — whether it’s Monday, May 1 or Tuesday, May 2. You’ll also have access to the Exhibit Hall as well as any of the special food and beverage events scheduled for that day.
Register by 2/24/17 and it’s FREE! Want to meet with 45 of the industry’s-leading companies who can help you deliver and manage superior customer communications, customer engagement and manage information more efficiently. Register for our Free Exhibit Hall pass and you not only get access to our exhibit floor, you also be treated to a complimentary lunch and receive admission to our afternoon keynote address.