print2012 - how to improve the quality of your data with a better conception of your document -...
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PRINT2012 - How to improve the quality of your Data with a better conception of your document - Catherine Lambrecht, FedasoTRANSCRIPT
How to improve the quality of your Data
with a better conception of your document
Current context 1.
Paper
Paper still remains important in a multi-channel data
collection process
Post
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
A. Michel, 45 bte 1
1180 Bruxelles
YOLA NIAMEY
AVENUE ALBERT MICHEL, 451
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
Data capture process 2.
Recognition tools
ICR
OMR
BCR
OCR
Example
OMR
OMR
OMR
OMR & controls
0% 15% 25% 95% 100%
ICR
ICR
Street recognition
ICR
ICR
Standardization
Standardization
Standardization
struct. struct. struct. struct. struct. struct.
Not
structured
• 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
Anchor points
Use of drop-out colour
Check-list 4.
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
00 32 2 528 08 37
www.fedaso.com