Blue Waves & Blue Oceans: The Changing Tide for Service Companies

Document Management Service Provider Forum - Program Agenda

November 3-5 at the Westin Diplomat Resort and Spa in Hollywood, FL.

Thursday, November 3, 2011

8:00am Golf Tournament at the Westin Diplomat Resort & Spa Golf Course
Join us for a "friendly" scramble at this 18-hole, Joe Lee-designed course that lies on 155 acres and is the only 5-Star Rated Golf Course in South Florida. Lunch to follow the match. Motorcoach transportation departs the hotel at 7:00 am. (Must register by 10/28/11 to play in the golf scramble.)
9:00am - 4:30pm Pre-Conference Training:
AIIM Capture Practitioner Certificate Course
Learn technologies and best practices for helping your customers with scanning and capturing documents. Topics covered include: Core and secondary capture technologies, scanner options and configuration settings, storage formats and compression, Image quality enhancement, data extraction, potential impact of images on networks and ways to mitigate, printing and output options, indexing strategies, electronic forms, paper file conversion, microfilm and long-term preservation.
4:30pm - 5:30pm First Timer's Reception
Are you attending the Forum for the first time? You are warmly invited to a "before party" with AIIM and the Forum Planning Committee where we'll give you a brief overview of the event and what you can expect. This is the ideal opportunity to meet your peers and the other folks that can make your experience a success.
5:30pm - 7:30pm Registration and Welcome Party
Join us as we officially kick off the Forum with a cocktail buffet supper in the Solutions Showcase ballroom. Meet fellow attendees and sponsoring vendors who are looking for new business partners.

* Solutions Showcase:7:00am - 2:30pm

Friday, November 4, 2011

7:00am - 8:00am Registration, Breakfast & Solutions Showcase
8:00am - 8:15am Opening Remarks
This year's Forum Committee Chair, Mario Duckett (Metasource) welcomes you to the Forum with personal insights and tips for optimizing your event experience.
8:15am - 9:30am

Opening General Session: State of the Document Management Service Provider Industry
AIIM President, John Mancini, reveals results from extensive AIIM research on end user drivers, adoption, and implementation obstacles. Use this quantitative analysis to identify market opportunities and craft your service offerings.

With afterword provided by Penny Imaging

9:30am - 11:00am Vendor Introduction and Solutions Showcase
Join us for a "round robin" introduction to the companies exhibiting at the Forum this year. Each Solution Provider will talk briefly about their partner programs and new technologies that your business can leverage.
11:00am - 12:30pm

General Session: The Path to Results is an Obstacle Course, Not a Straight Line.
Your eye is on the prize; you're so close that you can smell it. And then, life happens, and business success is once again out of reach. What's getting you off track? In this lively session, Ken Okel, award-winning journalist, non-profit executive and professional speaker will share personal stories and proven strategies for navigating the obstacle course of life and business in order to succeed. Using interactive role playing and exercises, Ken will guide us through three very common distractions and deterrents – time management, leadership, and change -- so that we emerge victorious.

With a foreword provided by Kodak

12:30pm - 2:00pm Lunch and Final Solutions Showcase with Prizes Awarded
2:15pm - 3:30pm Breakout Session 1A:
How to Build a Great Sales Team and Retain Talent.
Building a great sales team can be difficult. In this session learn how your peers structure sales territories, build compensation and incentive packages, determine quotas, and set revenue expectations. Also, get best practices for how to sell and market your products and services. (This session includes live polling)

Breakout Session 1B:
Is Your Customer Information Secure?
If you're processing confidential, private and government documents, your customers need to know that their information is secure. Learn how physical record security, production control systems, and even staff background checks are necessary. Learn best practices to consider for your location, multiple locations and off-shore locations.
3:30pm - 4:45pm Breakout Session 2A:
Healthcare – Where's the Potential?
Considering breaking into the healthcare industry? It's not easy to do, but great potential lies in the processing of healthcare documents as many hospitals and private practices transition to electronic healthcare records. Where can you help them become more efficient? What opportunities should you look into? What direction should you take?

Breakout Session 2B:
Land that SharePoint Sale!
There's huge potential for service companies that integrate their services with customers who have SharePoint. But, you've got to know where you can add the most value to extract the maximum business benefit. Learn the sweet spots for your service offerings in the SharePoint install base, to make the win and make the business a win for you.
5:00pm - 6:15pm Technology Happy Hour
Enjoy a beverage and learn about partner programs with Kodak. Find out about the latest applications for their solutions and what you can expect in business development support from them.
7:00pm - 9:00pm Terrace Party
Join us for some food, drink, and fun in the warm ocean breezes.

Saturday, November 5, 2011

8:00am - 9:00am Networking Breakfast

OPTIONAL: Join your peers in the "Vendor Free Zone". Share experiences for ways to leverage your vendor relations.
9:00am - 10:15am Breakout Session 3A:
Reconsidering Annuity Business - What's Old is New Again.
Is it time to relook at some of the seemingly unsexy and mundane services like box storage and shredding that can provide a good base of annuity income for your service offering? Find out how lucrative this business can be and where you can partner to get into it right away.

Breakout Session 3B:
Finding the Right Buyer for Your Business - 9 Ways to Prepare.
How do you increase the value of your business for a future sale? In this session, you'll learn 9 WAYS to PREPARE including information on corporate structures, the role of business lines, usual buyer objections, use of acquisitions, and other strategies to maximize your selling price.
10:15am -10:30am Coffee & Snack Break
10:30am - 11:45am Breakout Session 4A:
The Mailroom - Stopping Paper Before it Enters a Business.
Embedding yourself in mission critical transactional processes by scanning a business' documents before they enter their office is great revenue potential. In this session, you'll learn how your peers have entered the realm of accounts payable (AP) and remittance processing to increase their business capabilities and revenue. And find out what you need to consider before starting.

Breakout Session 4B:
I've Looked at Clouds from Both Sides Now.
The cloud is not the only answer for your customers. In this debate, learn the good and the bad of cloud services. When is it right for your customers' needs and what are the pros and cons for you?
11:45am - 1:00pm

Lunch and Closing General Session:
Riding the Wave of Social Media to Grow Your Business.
This session will guide you through some tips and tricks for engaging in the social media world, with the intention of growing your business, not just sharing your photos and what you ate last night

We bid this year's Forum adieu with exciting details on next years' program and our grand prize drawing (you must be present to win).

If you are a software or hardware provider, you may only attend the Forum as a sponsor. Contact AIIM sales to find out how you can engage with this highly qualified audience.