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Conducting a Call for Forms

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Conducting a Call for Forms
Presented by Ray Killam | Recorded March 31, 2011

Organizations with a large forms population are faced with an ever-changing forms management dynamic. This dynamic is a lot like raising children – left alone, they will certainly get into trouble! For forms, that generally means a proliferation of unauthorized forms and variations of forms. A periodic Call for Forms is a powerful method for maintaining control over the forms population.

This presentation covers the process of conducting an enterprise-wide call for forms. It presents a step-by-step process map and suggests methods for keeping the project organized and on-track. The speaker draws on the experience of having been involved in many such projects and how to avoid common pitfalls and problems.

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