The Document Journey: Fundamentals of Production_Print_and Distribution

This two-day course will introduce you to the fundamental concepts, technologies, and workflow of automated transaction document production. The classes will take you from Data to Doorstep. At the end of the course, you should be able to understand key terminology within document production, and be able to connect process steps conceptually. You will know when a vendor, employee or colleague is blowing smoke. The class material will be vendor independent and time-tested.

The course will be lead by three well-known industry educators; Bill Broddy, edp has assisted clients in developing transaction print processes and applications throughout North America for almost 30 years. Bill McCalpin, edp has more than 20 years' experience in the fields of document software development, consulting and education. Jesse Wilkins, edp has helped develop and has taught both introductory and advanced certification courses for other document management associations including AIIM and TAWPI. He will have taught over 500 students in 2006.

Who should attend: Document Production Operations Management, Document Application Developers and Sales/Support Personnel within industry suppliers. The course will be of most benefit to those who are new to the document production and distribution industry.

Who can attend: Open to those enrolled for this course or Platinum Passport.

List price: $ 995.00 USD

Includes: Two days of classes as well as the Document Knowledge Forums and Best Practice Forums (i.e., general sessions).

Date/Time: Saturday, March 3rd from 9:00AM - 5:00PM and Sunday, March 4th from 9:00AM - 4:00PM
 

Course Chair(s):
  • William Broddy, edp
    IMERGE Consulting
    William Broddy Biography: William Broddy EDP, is Imerge Principal Consultant for Compliance Communications Business Processes. He currently assists major organizations across North America with regulatory best-practices, market planning, and implementation of electronic document delivery applications. Bill brings nearly 30 years' experience with electronic document enabling and delivery. During this period he was Canadian Product Manager for printing and publishing systems and was a product planner with IBM in the Boulder AFP lab. He also was Vice President of Business Development for Prinova Technologies. He is an EDP Commissioner and Course Instructor for the Canadian EDP Certification Program. Xplor, the Electronic Document Systems Association, recognized his of leadership and expertise in 2004 with their most prestigous award "Xplorer of the Year".
  • William McCalpin, EDP
    MHE
    William McCalpin Biography: Mr. McCalpin is a principal and co-founder of MHE, a twelve-year-old consulting firm that specializes in the product, strategy, and technology issues in the area of the communication and presentation of information via electronic printing, imaging, and the Internet. Mr. McCalpin has more than 20 years' experience in the fields of software development and consulting, in both technical and management positions. Prior to his current role, he was General Manager of Xplor International, the worldwide not-for-profit association for users of electronic document systems, and he was Vice-President of Product Marketing at Xenos, an international software vendor specializing in legacy-to-web. In addition, he held a number of technical and management positions with MOD_2000, Image Sciences (Docucorp), and Computer Language Research. Mr. McCalpin has earned numerous professional designations, including the EDP designation as an 'Electronic Document Professional' by Xplor International, the CDIA certification by the Computing Technology Industry Association, and the LIT (Laureate in Information Technologies) and the MIT (Master of Information Technologies) designations by the Association of Information and Image Management (AIIM). Mr. McCalpin writes and speaks frequently on subjects in the electronic printing and imaging industries. He has spoken more than eighty times at Xplor, AIIM, DocuGroup, and Guide conferences, in sessions such as 'Color: Is the Medium the Message?', 'A Funny Thing Happened On The Way To The Electronic Forum', 'Losing Information Through Imaging', and 'The XML Bubble'. Mr. McCalpin can be contacted at mccalpin@mhe-consulting.com or through www.mhe-consulting.com .
INCLUDES:
In the Beginning: There was DATA
The first step in producing a transaction document is to get the right data. This class deals with the fundamental classifications of data, different data structures, data extraction and normalization. At the end the end of the class, the student should be familiar with the terminology associated with extracted data and have an appreciation for how this process works. This is the first class in the "Document Journey: fundamentals of transaction document production and distribution" course.
Instructor(s):
  • William McCalpin, EDP
    MHE
Date/Time: Saturday, March 3rd from 9:00 AM - 10:00 AM
Room: 223
And There were Things Called Document Objects
Most production contains numerous document objects which provide structure to the documents. These include: text objects, fonts, images, graphics and style sheets. At the end of the class, you should understand the types of document objects employed, how to develop, review and promote them into production and why they are significantly different than data. You will also learn the fundamentals of typography, including the structure, the terminology and how they actually work. This is the second class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course. Scott Kelly edp and Dr. Michael Turton edp, recognized experts on these topics developed the class material.
Co-presenter(s)
  • Scott Kelly
    US Lynx Inc.
    Scott Kelly Biography: Scott Kelly, EDP, has been active in the electronic document industry for over 25 years, and was a pioneer in the computer typesetting business, as a founding partner of U.S. Lithograph. Subsequently he was involved in a number of media conversion and SGML initiatives, and helped his company write software for Xerox for the Docutech launch. These days he manages the development of interactive data-driven web sites and related laser printing. Kelly has been a speaker at many of Xplor's global conferences. Currently he is on Xplor's Certification Commission, chair of Xplor's IBM Joint Technology Council, member of Xplor's Board of Directors,and current Xplor Document University conference chair.
  • Michael Turton, EDP
    Cavendish Consultants
    Michael Turton Biography: Dr Michael Turton has been designing documents for over two decades during which time he witnessed the birth of desktop printing and laser production printers.

    As MD of a design company within the Saatchi empire, Michael was responsible for the radical new design of the British Telecom billing system in the early 1990s.

    He established Cavendish Consultants in 1992, principally to design mission critical transactional documents and forms. His designs not only look good but work well, a combination of form and function that can be seen in the documents of companies such as AXA, Scottish Widows, Abbey, Scottish Power, United Utilities, Schroders, Citibank, National Savings & Investment, Mashreq Bank, Severn Trent and HSBC.

    When he is not designing documents he helps companies develop and implement document strategies whose justifications are not so much?How much? but rather? What is the cost of not having one? The satisfaction in changing the way a large corporation thinks about its documents is considerable - as are the benefits that subsequently accrue.

    When he is not employing either of these skills, he lectures about them - all over the world and with passion.

    Some of what time remains is spent raising money for Teenage Cancer Trust and trekking to ludicrously remote parts of the globe.

    In 1998 he received his Electronic Document Professional certification and is a member of Xplor's EDP Certfication Commission.
Date/Time: Saturday, March 3rd from 10:00 AM - 11:00 AM
Room: 223
And They Took the Data and the Objects and Composed the Document
Composition systems play an extremely important role in producing a transactional document. By the end of the class, you should appreciate how these systems convert data and document objects into documents and mail-pieces. You should be familiar with mail-piece hierarchy, layout fundamentals, conditional processing and postal preparation. This is the third class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course.
Instructor(s):
  • Angie Winn, EDP
    Group 1 Software, A Pitney Bowes Company

     
Date/Time: Saturday, March 3rd from 11:00 AM - 12:00 PM
Room: 223
And the Documents Were Created as Print Streams
The print stream describes the document and carries the document contents to whatever media it will be presented on (paper or display). By the end of the class you should appreciate their origins and will be aware of the major of print streams. This is the fourth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course. Don Maxwell edp, and others, recognized experts on this topic developed the class material.
Instructor(s):
  • Don Maxwell
    Crawford Technologies Inc.
    Don Maxwell Biography: Don Maxwell, EDP, has spent the past two years as a Senior Programmer Analyst tearing apart print streams at Crawford Technologies Inc. Prior to his time with Crawford, Don spent 17 years gathering experience on document composition, print infrastructure, archiving, inserting, and print stream manipulation with a large Canadian Financial Services company. Don received his EDP in 2001, and that same year was a co-recipient of Xplor's "Innovator of the Year" award for a personalized marketing campaign using IBM's InfoPrint Color 130 Plus (AFP) printer. Don lives in Kitchener, Ontario, Canada, with his wife Trish, daughter Marlee, and son Grant
Date/Time: Saturday, March 3rd from 2:00 PM - 3:00 PM
Room: 223
As the Documents Were Not Perfect, They Manipulated and Transformed Them
Print stream tools allow you apply final fixes prior to production that can't be easily done within the composition system. By the end of the class you should be aware of how to intermingle multiple print applications, resort mail-pieces, apply barcodes and other quick fixes. In addition you should understand the fundamentals of transforming a print stream into another one or into a tag-based format. This is the fifth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course. Ernie Crawford edp and other recognized experts on this topic developed the class material.
Instructor(s):
  • William McCalpin, EDP
    MHE
Date/Time: Saturday, March 3rd from 3:00 PM - 4:00 PM
Room: 223
And the Print Manager Sent the Documents to Production
Print management systems optimize the production workflow, provide breakdowns of production costs and ensure that all documents were printed. By the end of the class you should understand print queue management, error recovery, and reconciliation principals. You will also be exposed to cute print-server tricks. This is the sixth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course.
Instructor(s):
  • William McCalpin, EDP
    MHE
Date/Time: Saturday, March 3rd from 4:00 PM - 5:00 PM
Room: 223
And Some of the Documents Were Lasered
Almost all transaction mail is today produced on xerographic printers, affectionately called lasers. By the end of the class you should understand the electro-photographic process, the differences between continuous and cut sheet, and the nuances of paper stock. This is the seventh class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course. William Broddy edp, Penny Hill edp, and other recognized experts on this topic developed the class material.
Instructor(s):
  • William Broddy, edp
    IMERGE Consulting
Date/Time: Sunday, March 4th from 9:00 AM - 10:00 AM
Room: 223
And Other Documents Were Inked
Ink jet production printers are becoming a major alternative to xerography, especially for process color onto blank stock. By the end of the class you should understand the ink-jet process including the fundamentals of paper and ink. You should also learn the different types of production ink jet technologies. This is the eighth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course.
Instructor(s):
  • William Broddy, edp
    IMERGE Consulting
Date/Time: Sunday, March 4th from 10:00 AM - 11:00 AM
Room: 223
And Some Were Documents of Many Colors
Organizations are beginning to produce their transaction documents in color on blank stock. By the end of the class you should understand the fundamentals of color management and the differences between CMYK and RGB. You will also have an appreciation for the varying levels of color printer quality available. This is the ninth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course.
Instructor(s):
  • Michael Turton, EDP
    Cavendish Consultants
Date/Time: Sunday, March 4th from 11:00 AM - 12:00 PM
Room: 223
And They Inserted Documents Into Envelopes Prepared for the Postal Authority
The preparation of a document for the post office is one of the more complex areas of transaction mail production. By the end of the class you should understand how an inserting system works, what are the different types of insert folds and techniques, how inkjet technology is used for both closed envelope addressing and for sorting mail. You should have an appreciation for issues associated with paper stock, offset inserts, and envelopes in addition to how the insert process is managed. Finally, you will be exposed to key guidelines for acceptance of your mail into the post office.
Instructor(s):
  • Rebecca Rodgers, EDP
    D.R. Rodgers & Assoc. Inc.
    Rebecca Rodgers Biography: Rebecca provides business and operations support for clients, and manages Data Centre/IT projects on behalf of the client.

    Rebecca has almost 30 years of business experience, 17 years in technical and operational and related fields and has a solid understanding and experience in the production output management environment. Rebecca's expertise ranges from print strategy, operational enhancement to environment changes and implementations, offering strategic alternatives or solutions for process improvement and operational sustainability.

    Rebecca has successfully managed a diverse array of projects ranging from a small group of people to large complex technical and operational projects with multiple sub-projects anywhere up to a hundred people with multi million dollar budgets. Rebecca can analyze problems and provide issue resolution in an appropriate and professional manner.

    Rebecca's ability to see the big picture and recognize areas for improvement often ends up with translating issues into opportunities and offering the client additional value over and above the traditional Project Manager role.
Date/Time: Sunday, March 4th from 2:00 PM - 3:00 PM
Room: 223
And Some Were Not Print But Were Electronic Presentments
Transaction mail production includes the creation of electronic statements. By the end of the class you should understand the general principles of electronic transaction mail. You should also understand the options available and when to use them. This is the tenth class in the "Document Journey: Fundamentals of Transaction Document Production and Distribution" course. William Broddy edp and other recognized experts on this topic developed the class material.
Co-presenter(s)
  • William Broddy, edp
    IMERGE Consulting
  • William McCalpin, EDP
    MHE
Date/Time: Sunday, March 4th from 3:00 PM - 4:00 PM
Room: 223