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How to improve the quality of your Data
with a better conception of your document
1.   Current context
Paper still remains important in a multi-channel data
collection process

       Post




       E-mail



                           Paper
       Fax




       Call
Importance of the layout of the document
 • Conceive your document using guidelines and instructions
    • increase the readability of the data on the document
    • Increase the quality of your database.




   Madame Yda Mamey                      YOLA NIAMEY
   A. Michel, 45 bte 1                   AVENUE ALBERT MICHEL, 451
   1180 Bruxelles                        1180 UCCLE
Check-list :
• How the document will be received
• How it will be treated (Scanning & OCR), Manual treatment
• How to simplify
• How to improve the layout
    •Open question/closed question
    •Tick boxes
    •Don’t forget
Evolution

•Internal
•External (offshore, nearshore)

    •Scanning (external)
    •Scanning (internal)
Evolution

• from physical treatment
• to image treatment
2.   Data capture process
Recognition tools



                          ICR




            OCR

                           BCR



                    OMR
Example
OMR
OMR
OMR
OMR & controls




   0%   15%      25%   95% 100%
ICR
ICR



Street recognition
ICR
ICR
Standardization
Standardization
Standardization
                                           Not
struct.   struct.   struct.   struct.   structured   struct.   struct.
Anchor points

• Size: minimum 3 mm * 3 mm
• Colour: black or very dark colour
• Distance: minimum 10 mm from the border
of the page, from the barcode or any other text
on the document.

• Where: in every corner of the document
Use of drop-out colour
4.   Check-list
How to simplify
• Simplify the task of consumer
    •Standardization
    •Speed
    •Essential questions
• Give your documents a classical form
    •Avoid too little format
How to simplify
Is the question well formulated ?
    • Don’t ask the age of a person but his birthdate
    • How many children do you have / How many children are living with you ?
How to simplify
•Preference of closed questions
Open fields
• Use a comb system or boxes (clear split between the characters)




• Preprint information as much as possible
Open fields
• Ask to use a black or dark blue pen
Open fields
• Sufficient boxes
Name and address details
• The structure of an address
• The average length of the field is different from one country to the other
• Make sure to foresee a sufficient amount of boxes for each field
      Belgium
Name and address details
• For the documents in French : don’t ask «rue» but «adresse»


                                               CATHERINE LAMBRECHT
                                               DU ROI 65
                                               1000 BRUXELLES



                                               CATHERINE LAMBRECHT
                                               RUE DU ROI 65
                                               1000 BRUXELLES
E-mail address
•Put the e-mail address on 2 lines
• @ at the beginning of the second line
Tick boxes


•   Size: minimum 1,6 mm * 1,6 mm

•   Distance: enough from any other text, tick boxes or background

•   Shape: depends of your supplier (Fedaso : preferably to have always
    squares rather than rectangles)

•   Colour: depends of your supplier (Fedaso : preferably black or very dark
    colour)
Tick boxes

 • Advise customers to tick the boxes
 with a cross (give example)
Tick boxes
Identification : sex code / language code
Identification : sex code / language code
 Ik wens mijn briefwisseling in het Nederlands te
    ontvangen

 Je souhaite recevoir mon courrier en Français
Legislation




Vos données seront enregistrées dans notre fichier (Nom société + adresse) afin de vous tenir informé de nos
activités. Vous pouvez à tout moment de nous demander de consulter, modifier ou même faire effacer vos
données. Vos données (sauf votre adresse e-mail) peuvent être transmises à d'autres sociétés (telles que
partenaires commerciaux, secteurs caritatif, associatif ou groupements d’intérêt ou d’opinion) qui vous
enverront des offres promotionnelles personnalisées. Si vous ne le souhaitez pas, cochez la case ci-après r

Uw gegevens worden in ons bestand (Naam bedrijf + adres) opgenomen om u op de hoogte te houden van
onze activiteiten U kan uw gegevens steeds raadplegen, verbeteren of laten schrappen. Uw gegevens kunnen
aan andere bedrijven (zoals commerciële partners, partners uit de liefdadigheidssector, uit het
verenigingsleven of belangen- en opiniegroepen) worden overgemaakt zodat ook zij u gepersonaliseerde
promotionele aanbiedingen kunnen bezorgen. Indien u dit niet wenst, kruis dit hokje aan               r
Test
Adaptation
Catherine Lambrecht
    FEDASO | Orone Group
catherine.lambrecht@fedaso.com
        00 32 2 528 08 37
        www.fedaso.com

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PRINT2012 - How to improve the quality of your Data with a better conception of your document - Catherine Lambrecht, Fedaso

  • 1. How to improve the quality of your Data with a better conception of your document
  • 2. 1. Current context
  • 3. Paper still remains important in a multi-channel data collection process Post E-mail Paper Fax Call
  • 4. Importance of the layout of the document • Conceive your document using guidelines and instructions • increase the readability of the data on the document • Increase the quality of your database. Madame Yda Mamey YOLA NIAMEY A. Michel, 45 bte 1 AVENUE ALBERT MICHEL, 451 1180 Bruxelles 1180 UCCLE
  • 5. Check-list : • How the document will be received • How it will be treated (Scanning & OCR), Manual treatment • How to simplify • How to improve the layout •Open question/closed question •Tick boxes •Don’t forget
  • 6. Evolution •Internal •External (offshore, nearshore) •Scanning (external) •Scanning (internal)
  • 7. Evolution • from physical treatment • to image treatment
  • 8. 2. Data capture process
  • 9. Recognition tools ICR OCR BCR OMR
  • 10.
  • 11.
  • 13. OMR
  • 14. OMR
  • 15. OMR
  • 16. OMR & controls 0% 15% 25% 95% 100%
  • 17. ICR
  • 19. ICR
  • 20. ICR
  • 23. Standardization Not struct. struct. struct. struct. structured struct. struct.
  • 24. Anchor points • Size: minimum 3 mm * 3 mm • Colour: black or very dark colour • Distance: minimum 10 mm from the border of the page, from the barcode or any other text on the document. • Where: in every corner of the document
  • 25. Use of drop-out colour
  • 26. 4. Check-list
  • 27. How to simplify • Simplify the task of consumer •Standardization •Speed •Essential questions • Give your documents a classical form •Avoid too little format
  • 28. How to simplify Is the question well formulated ? • Don’t ask the age of a person but his birthdate • How many children do you have / How many children are living with you ?
  • 29. How to simplify •Preference of closed questions
  • 30. Open fields • Use a comb system or boxes (clear split between the characters) • Preprint information as much as possible
  • 31. Open fields • Ask to use a black or dark blue pen
  • 33. Name and address details • The structure of an address • The average length of the field is different from one country to the other • Make sure to foresee a sufficient amount of boxes for each field Belgium
  • 34. Name and address details • For the documents in French : don’t ask «rue» but «adresse» CATHERINE LAMBRECHT DU ROI 65 1000 BRUXELLES CATHERINE LAMBRECHT RUE DU ROI 65 1000 BRUXELLES
  • 35. E-mail address •Put the e-mail address on 2 lines • @ at the beginning of the second line
  • 36. Tick boxes • Size: minimum 1,6 mm * 1,6 mm • Distance: enough from any other text, tick boxes or background • Shape: depends of your supplier (Fedaso : preferably to have always squares rather than rectangles) • Colour: depends of your supplier (Fedaso : preferably black or very dark colour)
  • 37. Tick boxes • Advise customers to tick the boxes with a cross (give example)
  • 39. Identification : sex code / language code
  • 40. Identification : sex code / language code  Ik wens mijn briefwisseling in het Nederlands te ontvangen  Je souhaite recevoir mon courrier en Français
  • 41. Legislation Vos données seront enregistrées dans notre fichier (Nom société + adresse) afin de vous tenir informé de nos activités. Vous pouvez à tout moment de nous demander de consulter, modifier ou même faire effacer vos données. Vos données (sauf votre adresse e-mail) peuvent être transmises à d'autres sociétés (telles que partenaires commerciaux, secteurs caritatif, associatif ou groupements d’intérêt ou d’opinion) qui vous enverront des offres promotionnelles personnalisées. Si vous ne le souhaitez pas, cochez la case ci-après r Uw gegevens worden in ons bestand (Naam bedrijf + adres) opgenomen om u op de hoogte te houden van onze activiteiten U kan uw gegevens steeds raadplegen, verbeteren of laten schrappen. Uw gegevens kunnen aan andere bedrijven (zoals commerciële partners, partners uit de liefdadigheidssector, uit het verenigingsleven of belangen- en opiniegroepen) worden overgemaakt zodat ook zij u gepersonaliseerde promotionele aanbiedingen kunnen bezorgen. Indien u dit niet wenst, kruis dit hokje aan r
  • 42. Test
  • 44. Catherine Lambrecht FEDASO | Orone Group catherine.lambrecht@fedaso.com 00 32 2 528 08 37 www.fedaso.com