[PPT] - Introduction Welcome! Agenda: Introduction Defjning your forms PowerPoint Presentation

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design matters • le design, ça compte

Introduction

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Welcome! Agenda: Introduction Defjning your forms requirements Platforms overview Platforms in detail (advantages and considerations) Summary, Q&A

SLIDE 2

design matters • le design, ça compte

Introduction

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Eliquo: Who are we?

Training Centre

■ In-class, on-site, remote training ■ Digital Media and Digital Marketing ■ Sofuware, Standards, Tieory, Accessibility ■ First training facility in Canada to be both Adobe and Apple Certifjed ■ Full-time, Adobe, Apple, and Microsofu certifjed instructors

Production and Solutions Provider

■ Production services for producing and testing accessible digital solutions ■ Clients: Federal, State/Provincial, Local/Municipal, NGO, Education,

Public/Private Sector

SLIDE 3

design matters • le design, ça compte

Introduction

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Michael Cooper: Who am I?

Director of Training and Development

■ Background in graphic design and digital media ■ 15 years as a formal, full-time instructor (11 with Eliquo) ■ Oversee all curriculum development ■ Resident accessibility, usability, and forms expert ■ Leveraged by Adobe and GOC for training and seminar delivery ■ Adobe Certifjed Expert (ACE) and

Adobe Certifjed Instructor (ACI) in Adobe Photoshop and Adobe InDesign

Director of Production

■ Manage all production contracts and contractors ■ Execute a signifjcant amount of the production

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design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Ad-hoc vs. versioned forms

Ad-hoc

■ “One-ofgs” ■ No requirement for updates and/or maintenance ■ Example: Customer Survey

Versioned

■ Ongoing requirements for updates and maintenance ■ Example: Annual Program Funding Application

Localization

■ Updates and maintenance of multiple languages

Why is this a consideration? When costing, Ad-hoc forms may be more cost-efgective when outsourced rather than being produced in-house depending on other form requirements such as sofuware and training. Of course, it depends on how many Ad-hoc forms you will be creating in the near future.

SLIDE 5

design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility requirements

Compliance (legislation, standards, and specifjcations)

■ Section 508, Standard on Web Accessibility, AODA, etc. ■ WCAG ■ PDF/UA, HTML5

Functional Accessibility

■ Can users of AT have a successful completion? ■ Comparison to a control group of users without AT

Why is this a consideration? Knowing your applicable legislation (Federal, State/Provincial, Local/ Municipal), Standards (WCAG), and Specifjcations (PDF/UA, HTML5) will help you identify potential forms solutions that will comply with your governing legislation. Functional Accessibility, however, can only be discovered through user testing. Both compliance and functional accessibility testing requires time, resources, and documentation.

SLIDE 6

design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Deployment

Web-browser
E-mail/Download
Mobile
Offmine/saving capabilities
User Agent/Reader availability/ubiquitousness

Why is this a consideration? Recognizing how your users will consume your form is vital to choosing a platform. Can you rely on your users to have the required sofuware/user agent? And, if they don’t, will they be able to easily download and install it?

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design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Data Collection and Management

Pre-print/Pre-submit validation
Submission options (e-mail, http)
Data extraction
Data importing
Database integration

Why is this a consideration? Most form collection doesn’t end with the submission. Tie nature of the data collected and the life cycle of that data will impact the forms solution that can meet your needs efgectively and effjciently.

SLIDE 8

design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Security

Submission options (e-mail, http)
Password protection
Login credentials
Digital signatures

Why is this a consideration? If your forms are collecting personal information your users will expect proper measures have been implemented to secure their information. If required, the amount of efgort required on your users’ part to ensure safe and secure form submissions will be a determining factor in your forms solution.

SLIDE 9

design matters • le design, ça compte

Defjning your forms requirements

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Design

Colour, layout, and font options
Printing options
Refmow/responsiveness
User control

Why is this a consideration? Tie aesthetic qualities of your form can enhance or detract from the functionality, usability, and accessibility of the form. Tie sofuware’s ability to create aesthetically pleasing forms and the deployment method and user agents used to view (and possibly print) the form may be a factor in your solution.

SLIDE 10

design matters • le design, ça compte

Platforms overview

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

HTML and HTML5

By hand/using an HTML editor
Bootstrap/WET
Turn-key solutions (online creation, deployment, and collection via a service)

PDF

AcroForms

■ created in any layout program, exported to PDF, form fjelds added in Acrobat Pro ■ created in PDF Forms sofuware or service

XFA forms

■ Created in LiveCycle Designer

Adobe Experience Manager (AEM) Adaptive Forms

Author once, publish many (supports simultaneous HTML5, XFA-PDF, and adaptive

forms deployment)

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design matters • le design, ça compte

Platforms in detail: HTML5 by hand

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility

Compliance: Fully WCAG and legislatively compliant
Functional Accessibility: Very well supported by ATs

Creation, Updates, Maintenance

Sofuware: HTML editor, possibly testing tools
Internal: Relies heavily on internal expertise but can be

extremely effjcient

Outsource: Highly competitive

Deployment

Most widely supported platform with least user requirements
Web/mobile is fully supported

User interaction

Fill, print (limited), submit
Working offmine: Practically non-existent
Saving: Requires login or session variables (and/or local storage on devices)

SLIDE 12

design matters • le design, ça compte

Platforms in detail: HTML5 by hand

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Validation

Some built-in support and feedback
Advanced validation requires scripting

Data collection and integration

Submission via HTTP/SSL/TLS
Integration with numerous back-end systems directly and

through web services Security

HTTP/SSL/TLS allows secure submissions
Signing/certifjcates and/or user login credentials can be used to verify user-signed data

Design

Reusable components and styles
Refmow, user-controlled styles, show/hide/expand/add/remove
Looks great on the web, needs work to look good when printed

SLIDE 13

design matters • le design, ça compte

Platforms in detail: HTML5 by hand

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Learning curve

Basic creation and submission: Moderate (5-10 days training)
Advanced validation, security, and data management:

Steep (15-20 days training, coordination with IT and data managers)

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design matters • le design, ça compte

Platforms in detail: HTML5 Bootstrap/WET

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility

Compliance: Fully WCAG and legislatively compliant
Functional Accessibility: Very well supported by ATs

Creation, Updates, Maintenance

Sofuware: HTML editor, possibly testing tools
Internal: Relies heavily on internal expertise but can be extremely effjcient
Outsource: Moderately to conservatively competitive (especially WET)

Deployment

Most widely supported platform with least user requirements
Web/mobile is fully supported

User interaction

Fill, print (limited), submit
Working offmine: Practically non-existent
Saving: Requires login or session variables (and/or local storage on devices)

SLIDE 15

design matters • le design, ça compte

Platforms in detail: HTML5 Bootstrap/WET

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Validation

More built-in support and feedback than by hand
Advanced validation still requires scripting

Data collection and integration

Submission via HTTP/SSL/TLS
Integration with numerous back-end systems directly and through web services

Security

HTTP/SSL/TLS allows secure submissions
Signing/certifjcates and/or user login credentials can be used to verify user-signed data

Design

Preset (and customizable/reusable) components and styles
Refmow, user-controlled styles, show/hide/expand/add/remove
Looks great on the web, needs work to look good when printed

SLIDE 16

design matters • le design, ça compte

Platforms in detail: HTML5 Bootstrap/WET

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Learning curve

Basic creation and submission:

Moderate (3-5 days training)

Advanced validation, security, and data management:

Steep (15-20 days training, coordination with IT and data managers)

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design matters • le design, ça compte

Platforms in detail: HTML5 Turn-key solutions

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

http://www.capterra.com/forms-automation-sofuware/

Accessibility

Compliance: Fully WCAG and legislatively compliant
Functional Accessibility: Very well supported by ATs

Creation, Updates, Maintenance

Sofuware: None
Internal: Minimal experience necessary, can be extremely

effjcient, may require up-front production

Outsource: Provided by service

Deployment

Most widely supported platform with least user requirements
Web/mobile is fully supported

User interaction

Fill, print (limited), submit
Working offmine: Practically non-existent
Saving: Requires login or session variables (and/or local storage on devices)

SLIDE 18

design matters • le design, ça compte

Platforms in detail: HTML5 Turn-key solutions

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

http://www.capterra.com/forms-automation-sofuware/

Validation

Turn-key validation available from most services

Data collection and integration

Submission via HTTP/SSL/TLS
Integration with numerous back-end systems directly and

through web services

NOTE: Many services host your data, this may not be an
ption for you

Security

HTTP/SSL/TLS allows secure submissions
Turn-key security add-ons usually available from provider

Design

Preset (and customizable/reusable) components and styles (drag-and-drop)
Refmow, user-controlled styles, show/hide/expand/add/remove
Looks great on the web, needs work to look good when printed

SLIDE 19

design matters • le design, ça compte

Platforms in detail: HTML5 Turn-key solutions

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

http://www.capterra.com/forms-automation-sofuware/

Learning curve

Moderate (usually 3-5 days training, but may need to

include production services from provider)

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design matters • le design, ça compte

Platforms in detail: PDF AcroForms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility

Compliance: Fully WCAG, PDF/UA and legislatively compliant
Functional Accessibility: Very well supported by ATs

Creation, Updates, Maintenance

Sofuware: Design (Word, InDesign), form fjelds (Acrobat Pro)
Internal: Reasonably effjcient workfmow
Outsource: Moderately competitive

Deployment

Widely supported platform with minimal user requirements
Web/mobile is reasonably supported (minimal support for in-browser, reasonably

supported on specifjc apps) User interaction

Fill, print, submit
Working offmine: Fully supported
Saving: Fully supported

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design matters • le design, ça compte

Platforms in detail: PDF AcroForms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Validation

Some built-in support and feedback
Advanced validation requires scripting

Data collection and integration

Submission via e-mail, HTTP/SSL/TLS
Data collection, extraction and correlation using Adobe

services (may not be an option) and locally (may require IT support)

Minimal manual data extraction (.FDF fjles)
Integration with back-end systems through web services via HTTP

Security

HTTP/SSL/TLS allows secure submissions
Signing/certifjcates fully supported (digital signatures, scribble signatures)

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design matters • le design, ça compte

Platforms in detail: PDF AcroForms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Design

Reusable templates, components and styles
Refmow, user controlled styles
Show/hide/expand/add/remove not supported
Looks good on screen and in print

Learning curve

Moderate (5-10 days training)

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design matters • le design, ça compte

Platforms in detail: PDF XFA Forms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility

Compliance: Almost fully WCAG, and legislatively compliant,

not PDF/UA complaint

Functional Accessibility: Well supported by ATs

Creation, Updates, Maintenance

Sofuware: LiveCycle Designer
Internal: Extremely effjcient workfmow
Outsource: Relatively few vendors (especially for accessibility)

Deployment

Only suitable for controlled deployment and/or e-mail/download deployment
Very limited support for in-browser deployment, no support for mobile deployment

User interaction

Fill, print, submit
Working offmine: Fully supported
Saving: Fully supported

SLIDE 24

design matters • le design, ça compte

Platforms in detail: PDF XFA Forms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Validation

Some built-in support and feedback
Advanced validation requires scripting

Data collection and integration

Submission via e-mail, HTTP/SSL/TLS
Data collection, extraction and correlation using Adobe

services (may not be an option) and locally (may require IT support)

Exceptional manual data extraction (.XML fjles)
Integration with back-end systems through web services via HTTP

Security

HTTP/SSL/TLS allows secure submissions
Signing/certifjcates fully supported (digital signatures on desktop and laptop)

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design matters • le design, ça compte

Platforms in detail: PDF XFA Forms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Design

Reusable templates, components and styles
User controlled styles, show/hide/expand/add/remove
Refmow is not supported
Looks good on screen and in print

Learning curve

Moderate (5-10 days training)

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design matters • le design, ça compte

Platforms in detail: Adobe Experience Manager (AEM) Adaptive Forms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Accessibility

Compliance: Fully WCAG, and legislatively compliant
Functional Accessibility: Very well supported by ATs

Creation, Updates, Maintenance

Sofuware: Component and add-on based solution
Internal: Extremely effjcient workfmow
Outsource: Relatively few vendors

Deployment

Author once, publish many
Forms will adapt to the device and user agent

User interaction

Fill, print, submit
Working offmine: Fully supported
Saving: Fully supported

SLIDE 27

design matters • le design, ça compte

Platforms in detail: Adobe Experience Manager (AEM) Adaptive Forms

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

Validation

Some built-in support and feedback
Advanced validation requires scripting

Data collection and integration

Fully implemented integrated system
Can be confjgured to fully integrate with an existing system

Security

HTTP/SSL/TLS, signing/certifjcates fully supported

Design

Reusable templates, components and styles
User controlled styles, refmow, show/hide/expand/add/remove
Looks good on screen and in print

Learning curve

Moderate (5-10 days training)

SLIDE 28

design matters • le design, ça compte

Summary, Q&A

Accessible, Usable, Electronic Forms Solutions in 30 Minutes

In very general terms:

All platforms have good to great compliance and accessibility
All platforms have at least some systems integration

(AcroForms is the least compatible)

For web/mobile, XFA is not an option
For working offmine and/or printing, PDF and XFA are likely best
For dynamic forms, AcroForms are not an option
For end-to-end solutions, AEM Adaptive Forms is likely best

Sometimes answers create more questions

Defjne your criteria
Review options
Execute a cost analysis (short-term and long-term)