Forms Analyst

Title: Forms Analyst (WORD version ) (Customer diagram)

Industry: Insurance

Function: Corporate Services

Value-Added Results/Weights Performance Standards

Industry intelligence (15%) • Committee and Forms Manager say that the intelligence is:
• Just what they’ve been looking for.

• About a solution that works within the company environment.

• In time to be useful.

• Accurate.

More capable Forms Analysts (15%)
• Training

• Technical support
• Any newly hired Forms Designers are able to design forms without supervision.
• One Forms Designer is trained in mail machine capabilities.

• One Forms Designer is able to troubleshoot the operating system.

Designs for forms (10%)
• New designs

• Revised designs
• End-users say that the form is easy to use and read, is logical in its presentation, works on various platforms, carries all needed information and avoids duplication of information.

Processes and procedures for efficient forms management (10%) • End users say that:
• If they do exactly what the process or procedure says, they get the result expected.

• They are able to follow the process or procedure without asking any questions.

Informed Forms Manager (10%) • Forms Manager says he/she:
• Hears about any problems first from the Sr. Forms Analyst (no surprises).

• Is able to answer all questions about an agreed-upon list of "hot" projects.

Solutions to urgent forms and printing problems (10%) • No more than 2—3 complaints/year gets to the Forms Manager because the Analyst didn’t make the initial contact quickly enough, the solution didn’t work or the solution takes too long.

Solutions to forms needs (20%)
• Forms designs

• Data integration process

• Recommendations for appropriate technology

• Implemented solutions
• End users say that the:
• Form is easy to use and read, is logical in its presentation, works on various platforms, carries all needed information and avoids duplication of information.

• Data integration process sends data to the right place, replicates duplicate data automatically, guides data collection in a logical order and has the various views of the data that support each sub-task.

• Solution produces more of a benefit than expected (e.g. lower costs or more functionality with no additional cost).

• Historical tracks are accurate and up-to-date and archives are up-to-date.

• Exceeds = Solution is new to the company or the application.

• Forms Manager, Information Services Operations, Mail Room, and Purchasing are satisfied that:

• A more cost-efficient process was not available.

• The forecast of volumes is accurate.

Customer Diagram: Forms Analyst

Value-Added Results/Weights	Performance Standards
Industry intelligence (15%)	• Committee and Forms Manager say that the intelligence is: • Just what they’ve been looking for. • About a solution that works within the company environment. • In time to be useful. • Accurate.
More capable Forms Analysts (15%) • Training • Technical support	• Any newly hired Forms Designers are able to design forms without supervision. • One Forms Designer is trained in mail machine capabilities. • One Forms Designer is able to troubleshoot the operating system.
Designs for forms (10%) • New designs • Revised designs	• End-users say that the form is easy to use and read, is logical in its presentation, works on various platforms, carries all needed information and avoids duplication of information.
Processes and procedures for efficient forms management (10%)	• End users say that: • If they do exactly what the process or procedure says, they get the result expected. • They are able to follow the process or procedure without asking any questions.
Informed Forms Manager (10%)	• Forms Manager says he/she: • Hears about any problems first from the Sr. Forms Analyst (no surprises). • Is able to answer all questions about an agreed-upon list of "hot" projects.
Solutions to urgent forms and printing problems (10%)	• No more than 2—3 complaints/year gets to the Forms Manager because the Analyst didn’t make the initial contact quickly enough, the solution didn’t work or the solution takes too long.
Solutions to forms needs (20%) • Forms designs • Data integration process • Recommendations for appropriate technology • Implemented solutions	• End users say that the: • Form is easy to use and read, is logical in its presentation, works on various platforms, carries all needed information and avoids duplication of information. • Data integration process sends data to the right place, replicates duplicate data automatically, guides data collection in a logical order and has the various views of the data that support each sub-task. • Solution produces more of a benefit than expected (e.g. lower costs or more functionality with no additional cost). • Historical tracks are accurate and up-to-date and archives are up-to-date. • Exceeds = Solution is new to the company or the application. • Forms Manager, Information Services Operations, Mail Room, and Purchasing are satisfied that: • A more cost-efficient process was not available. • The forecast of volumes is accurate.