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© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Digital Workflows for Deeper Citizen Engagement
Lisa Croft & Nirmal Ganesh
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2
Digital Has Never Been Easier . . . Or More Difficult
Explosion of touchpoints
and rising expectations
Flood of information from
devices, servers and the
cloud
Organizations racing to
reinvent themselves
THE CONNECTED
CITIZEN
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
What Makes a Great Experience?
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Considerations
5
25%
US Mobile users never or
infrequently use desktop,
laptop, or tablet to access
the web2
In-person service delivery
is 50X
more expensive than
digital1
30%
Workers’ time could be
freed for higher-value
activities with an
automated system that
generates and routes
documents for signing
or approvals, tracks
status, and archives3
1 UK Government Cabinet Office: Digital Efficiency Report November 2012
2 mobiForge On Device Research
3 IDC Report 2015 – Addressing the Document Disconnect: Hidden Opportunity, Big
Payoff
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
MeasureRespondProcessFillFind
Streamline Digital Experiences
AEM Forms
Adobe Sign
Add signing to any
document process
Unified form and signing experience across the customer
journey
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 7
Digital enrollment: Citizen self-service
Sarah
Citizen
Gloria
Specialist
Charlene
Program Manager
Conrad
Field Inspector
Gloria
Specialist
Find
application
Fill & sign
application
Evaluate
application
Visit citizen
in person
Create eligibility
determination letter
Evaluate & optimize
program success
MeasureRespondVisitProcessFillFind
Streamline citizen experiences, improve accessibility and turnaround
times
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Demo
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 9
Find
Citizen Self Service
Employee Self Service
This is Sarah. Sarah wants to
find out if she is eligible for child
Support Services
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10
Find
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 11
Find
Forms Portal integrates with
websites and mobile sites to
help citizens easily find the
right forms
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12
Fill
Once Sarah finds she is eligible,
she starts to fill the application
form
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 13
Fill
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14
Fill
‘Save as Draft Option’ delivers
connected and seamless
experience for complex forms by
providing option to continue via
Forms Portal or email
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 15
Find
Adaptive Forms detects user
device and dynamically
displays the right form and can
also be designed for
accessibility
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 16
Fill
Found the right forms AEM makes
easy for any one to fill them out even
on Tables and Smartphones
Scan and upload feature, UI
controls and Form Field
Validations – help eliminate
errors and keystrokes
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 17
Fill
Prefills information, connects
with Payment Gateways and also
provides an option to eSign the
Form
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 18
Fill &
Sign
Electronically sign the form
using Adobe eSign Services
which provides a secure, legal,
compliant eSignature with audit
trail and is built right into the
form and requires no extra
software
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 19
Fill
Automatic Workflows for
Processing and generates
Document of Record
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 20
Process
Gloria, our application specialist
evaluates submitted applications
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 21
Process
The form is automatically routed
to the worker responsible using
workflows and assigned to their
task list with a copy of the
submitted form
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 22
Process
Gloria decides she needs
additional information from Sarah
to process her application
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 23
Respond
Correspondence Management is
used to generate customized
personal and business
correspondence and can output
to multiple output channels
including email, web and print
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 24
Process
Gloria receives additional
information from Sarah and
decides her application needs
Field Inspection and assigns to
Conrad, our Field inspector
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 25
Digital Enrollment: Mobile field worker
Conrad
Field Inspector
Charlene
Program Manager
Gloria
Specialist
Fill out field inspection
form & have owner sign
Respond with
eligibility letter
Evaluate & optimize
program success
MeasureRespond
Gloria
Specialist
Visit
Increase productivity with real-time information gathering and efficient
inspections
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 26
Visit
Conrad, our Field Inspector
receives a Task in his Field
Inspection App
Citizen Self Service
Mobile Field Worker
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 27
Visit
Citizen Self Service
Mobile Field Worker
AEM Forms App extends form
processes to mobile workers by
allowing them to capture data
electronically both offline and
online
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 28
Visit
Citizen Self Service
Mobile Field Worker
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 29
Visit
Citizen Self Service
Mobile Field Worker
Features such as Scribble
signature, Date Time stamp and
geolocation improves accuracy
and adds to service levels
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 30
Visit
Citizen Self Service
Mobile Field Worker
Feature Annotations such as
capturing photographs and
scribble notes improves data
accuracy
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 31
Visit
Conrad eSigns the Inspection
form to validate our Citizen’s
Inspection
Citizen Self Service
Mobile Field Worker
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 32
Visit
Adobe eSign Services provide a
secure, legal signature process
and is very tightly integrated into
AEM Forms
Citizen Self Service
Mobile Field Worker
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 33
Process
Gloria receives Field Inspection
report from Conrad and after
reviewing application, she
approves Sarah's application
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 34
Respond
Once the application is approved,
Sarah gets notified of the status
via email and also gets to view
her personalized enrollment
document
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 35
Respond
Adaptive Documents detects
user device and dynamically
displays the right form. It is
also personalized and can
output to multiple channels
including email and web
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 36
Respond
Sarah can stay engaged with her
CSS App built using AEM Mobile
and continue to enjoy highly
digital Adaptive Form and
document experience within the
CSS App.
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 37
Measure
Through Adobe Analytics
integration, program manager
Charlene can track form
performance metrics and gain
insight into form utilization
and abandonment and
completion rates.
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 38
Measure
Charlene’s team can
continually improve form
experiences through A/B
testing.
Citizen Self Service
Employee Self Service
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Leverage the
power of Adobe
Marketing Cloud
and Document
Cloud
Mobile
Field Worker
Capture data
electronically –
both offline and
online
Streamline Digital Enrollment
Integrate
Engaging Forms
Document into
multi channel
journey
Efficient Forms
and Tasks
Processing with
automated digital
workflow
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 40
E-recruitment
Sarah
Applicant
Gloria
HR Agent
Charlene
HR IT
Conrad
Hiring Manager
Gloria
HR Agent
Find
job posting
Fill & sign
job application
Screen
application
Evaluate
application
Create
offer
letter
Evaluate & optimize
application channel
MeasureRespondEvaluateProcessFillFind
Interview
Speed recruitment while strengthening security and transparency
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 41
Employee self-service: Travel and expense reimbursement
Sarah
Employee
Gloria
Manager
Charlene
IT Manager
Conrad
Finance Manager
Find travel and
expense claim
form
Fill & sign travel
and expense form
Approve
request & sign
Evaluate and approve
expense claim
Evaluate & optimize
program success
MeasureEvaluateProcessFillFind
Improve employee satisfaction with timely travel and expense
reimbursement
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 42
Mobile field worker
Gloria
Field Inspector
Charlene
IT Manager
Conrad
Program Manager
Fill out field inspection
form & have owner sign
Evaluate field
inspection data
Evaluate & optimize
program success
MeasureEvaluateProcess
Increase productivity, reduce backlog in health and safety inspections
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Streamlining Digital Processes Across Government
Onboarding &
Recruiting
Citizen Self-
Service
Employee Self-Service
Mobile Visits &
Inspections
Vendor
Onboarding
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe’s Cloud Platform
Creative Cloud Marketing CloudDocument Cloud
Community Marketplace Partners Developers
© 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 45
Adobe is
Everywhere
You Look

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Track C-3: Digital Workflows for Deeper Citizen Engagement

  • 1. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Digital Workflows for Deeper Citizen Engagement Lisa Croft & Nirmal Ganesh
  • 2. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2 Digital Has Never Been Easier . . . Or More Difficult Explosion of touchpoints and rising expectations Flood of information from devices, servers and the cloud Organizations racing to reinvent themselves THE CONNECTED CITIZEN
  • 3. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 4. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. What Makes a Great Experience?
  • 5. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Considerations 5 25% US Mobile users never or infrequently use desktop, laptop, or tablet to access the web2 In-person service delivery is 50X more expensive than digital1 30% Workers’ time could be freed for higher-value activities with an automated system that generates and routes documents for signing or approvals, tracks status, and archives3 1 UK Government Cabinet Office: Digital Efficiency Report November 2012 2 mobiForge On Device Research 3 IDC Report 2015 – Addressing the Document Disconnect: Hidden Opportunity, Big Payoff
  • 6. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. MeasureRespondProcessFillFind Streamline Digital Experiences AEM Forms Adobe Sign Add signing to any document process Unified form and signing experience across the customer journey
  • 7. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 7 Digital enrollment: Citizen self-service Sarah Citizen Gloria Specialist Charlene Program Manager Conrad Field Inspector Gloria Specialist Find application Fill & sign application Evaluate application Visit citizen in person Create eligibility determination letter Evaluate & optimize program success MeasureRespondVisitProcessFillFind Streamline citizen experiences, improve accessibility and turnaround times
  • 8. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Demo
  • 9. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 9 Find Citizen Self Service Employee Self Service This is Sarah. Sarah wants to find out if she is eligible for child Support Services
  • 10. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10 Find Citizen Self Service Employee Self Service
  • 11. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 11 Find Forms Portal integrates with websites and mobile sites to help citizens easily find the right forms Citizen Self Service Employee Self Service
  • 12. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12 Fill Once Sarah finds she is eligible, she starts to fill the application form Citizen Self Service Employee Self Service
  • 13. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 13 Fill Citizen Self Service Employee Self Service
  • 14. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14 Fill ‘Save as Draft Option’ delivers connected and seamless experience for complex forms by providing option to continue via Forms Portal or email Citizen Self Service Employee Self Service
  • 15. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 15 Find Adaptive Forms detects user device and dynamically displays the right form and can also be designed for accessibility Citizen Self Service Employee Self Service
  • 16. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 16 Fill Found the right forms AEM makes easy for any one to fill them out even on Tables and Smartphones Scan and upload feature, UI controls and Form Field Validations – help eliminate errors and keystrokes Citizen Self Service Employee Self Service
  • 17. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 17 Fill Prefills information, connects with Payment Gateways and also provides an option to eSign the Form Citizen Self Service Employee Self Service
  • 18. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 18 Fill & Sign Electronically sign the form using Adobe eSign Services which provides a secure, legal, compliant eSignature with audit trail and is built right into the form and requires no extra software Citizen Self Service Employee Self Service
  • 19. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 19 Fill Automatic Workflows for Processing and generates Document of Record Citizen Self Service Employee Self Service
  • 20. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 20 Process Gloria, our application specialist evaluates submitted applications Citizen Self Service Employee Self Service
  • 21. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 21 Process The form is automatically routed to the worker responsible using workflows and assigned to their task list with a copy of the submitted form Citizen Self Service Employee Self Service
  • 22. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 22 Process Gloria decides she needs additional information from Sarah to process her application Citizen Self Service Employee Self Service
  • 23. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 23 Respond Correspondence Management is used to generate customized personal and business correspondence and can output to multiple output channels including email, web and print Citizen Self Service Employee Self Service
  • 24. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 24 Process Gloria receives additional information from Sarah and decides her application needs Field Inspection and assigns to Conrad, our Field inspector Citizen Self Service Employee Self Service
  • 25. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 25 Digital Enrollment: Mobile field worker Conrad Field Inspector Charlene Program Manager Gloria Specialist Fill out field inspection form & have owner sign Respond with eligibility letter Evaluate & optimize program success MeasureRespond Gloria Specialist Visit Increase productivity with real-time information gathering and efficient inspections
  • 26. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 26 Visit Conrad, our Field Inspector receives a Task in his Field Inspection App Citizen Self Service Mobile Field Worker
  • 27. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 27 Visit Citizen Self Service Mobile Field Worker AEM Forms App extends form processes to mobile workers by allowing them to capture data electronically both offline and online
  • 28. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 28 Visit Citizen Self Service Mobile Field Worker
  • 29. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 29 Visit Citizen Self Service Mobile Field Worker Features such as Scribble signature, Date Time stamp and geolocation improves accuracy and adds to service levels
  • 30. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 30 Visit Citizen Self Service Mobile Field Worker Feature Annotations such as capturing photographs and scribble notes improves data accuracy
  • 31. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 31 Visit Conrad eSigns the Inspection form to validate our Citizen’s Inspection Citizen Self Service Mobile Field Worker
  • 32. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 32 Visit Adobe eSign Services provide a secure, legal signature process and is very tightly integrated into AEM Forms Citizen Self Service Mobile Field Worker
  • 33. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 33 Process Gloria receives Field Inspection report from Conrad and after reviewing application, she approves Sarah's application Citizen Self Service Employee Self Service
  • 34. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 34 Respond Once the application is approved, Sarah gets notified of the status via email and also gets to view her personalized enrollment document Citizen Self Service Employee Self Service
  • 35. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 35 Respond Adaptive Documents detects user device and dynamically displays the right form. It is also personalized and can output to multiple channels including email and web Citizen Self Service Employee Self Service
  • 36. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 36 Respond Sarah can stay engaged with her CSS App built using AEM Mobile and continue to enjoy highly digital Adaptive Form and document experience within the CSS App. Citizen Self Service Employee Self Service
  • 37. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 37 Measure Through Adobe Analytics integration, program manager Charlene can track form performance metrics and gain insight into form utilization and abandonment and completion rates. Citizen Self Service Employee Self Service
  • 38. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 38 Measure Charlene’s team can continually improve form experiences through A/B testing. Citizen Self Service Employee Self Service
  • 39. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Leverage the power of Adobe Marketing Cloud and Document Cloud Mobile Field Worker Capture data electronically – both offline and online Streamline Digital Enrollment Integrate Engaging Forms Document into multi channel journey Efficient Forms and Tasks Processing with automated digital workflow
  • 40. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 40 E-recruitment Sarah Applicant Gloria HR Agent Charlene HR IT Conrad Hiring Manager Gloria HR Agent Find job posting Fill & sign job application Screen application Evaluate application Create offer letter Evaluate & optimize application channel MeasureRespondEvaluateProcessFillFind Interview Speed recruitment while strengthening security and transparency
  • 41. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 41 Employee self-service: Travel and expense reimbursement Sarah Employee Gloria Manager Charlene IT Manager Conrad Finance Manager Find travel and expense claim form Fill & sign travel and expense form Approve request & sign Evaluate and approve expense claim Evaluate & optimize program success MeasureEvaluateProcessFillFind Improve employee satisfaction with timely travel and expense reimbursement
  • 42. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 42 Mobile field worker Gloria Field Inspector Charlene IT Manager Conrad Program Manager Fill out field inspection form & have owner sign Evaluate field inspection data Evaluate & optimize program success MeasureEvaluateProcess Increase productivity, reduce backlog in health and safety inspections
  • 43. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Streamlining Digital Processes Across Government Onboarding & Recruiting Citizen Self- Service Employee Self-Service Mobile Visits & Inspections Vendor Onboarding
  • 44. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Adobe’s Cloud Platform Creative Cloud Marketing CloudDocument Cloud Community Marketplace Partners Developers
  • 45. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 45 Adobe is Everywhere You Look