Description

Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully ?paperless? office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of the Paperless Office.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other professionals seeking to advance their knowledge on the topic.

Course Objectives

Define key paperless terms such as Document Management, Records Management, and Business Process Management

Estimate the Return on Investment of moving to a paperless environment

Create a Records Retention Policy appropriate for your organization

Identify the three components of a successful document management initiative

List key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems

Identify essential hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations

Describe critical data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Subjects

The importance of ?going paperless?

Key technologies that facilitate a paperless office

Advantages of going paperless

Examples of leading document management systems and processes

Prerequisites

None.