Mr. Killam is the president of Essociates Group, a firm that provides forms training and consulting services, and is responsible for all aspects of this unique business venture. He also currently serves on the Business Forms Management Association’s Board of Directors. Mr. Killam has more than 30 years experience in the forms industry, including forms management, workflow analysis and electronic forms development and has dual industry certifications.
We live in a world of change. Business processes change. Procedures change. Regulatory and legal requirements change. Keeping up with all this change can challenge even the best of us. Forms are like small...
Forms management, for many organizations, is a strategic function. It is strategic because forms support every workflow process in the organization. Accordingly, every organization—large and small,...
At a recent forms management conference, the comment was made that, after approximately 30 years of existence, the electronic forms industry has not progressed very far. It seems that most forms available...
All organizations have a strategy. It defines their reason for being and what they plan to accomplish in the long term. It is generally divided into five sections: 1. Mission 2. Vision 3. Values 4. Objectives...
The forms management profession is making a comeback. The signs seem clear now. After about two decades of slow and steady decline, when many companies downsized, outsourced, re-structured and/or eliminated...
Since all organizations have a forms management function (even if they don’t formally recognize it), it is important that they develop and implement a forms management policy and a common strategy....
When selecting a signature option that your organization will use, several major issues will need to be considered. We generally consider this decision to be a part of the overall forms management strategy...
Once the need for a signature has been established, there are several methods that can be employed for signing electronic forms. The validity of the signature is all about the process used to collect...
Many forms require signatures. At the same time, many forms are signed when they don\'t really need to be. Signatures are a workflow conundrum, slowing down business processes and preventing many forms...
I first heard about electronic forms back in the mid-1980s after watching a demo of the TyForm software from Tyrego Technologies, which ran on a Personal Computer AT with special hardware attachments....
Achieving a best practices forms management program is not easy. In most organizations, the forms management function is historically understaffed, undertrained and under-appreciated. The function is generally...
For an effective and professional e-forms strategy, enterprises must first evaluate the important elements and considerations for an enterprise-wide program. For development purposes, we divide forms into...
For many large, regulated organizations, customer communications management (CCM) systems have quietly become one of the most expensive and limiting parts of the technology stack. According to Aspire
Before we discuss the act of creating effective and personalized customer journeys, it is important to be reminded that the term “customer journey” tells us it’s the customer’s journey. It’s not mine, not ours and not yours....
Customer Communications Management (CCM) is in serious need of transformation. Today’s customers expect more than basic personalization — they demand relevance, empathy and immediate access to information that speaks directly to them at the...
In an era defined by digital acceleration, remote work and ubiquitous cloud services, cybersecurity threats have evolved from isolated IT incidents to strategic business risks. Cybercriminals have gro