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Webinar(CA): K2’s Paperless Office

Description

Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve efficiency in workflow? You can with a paperless office. Eliminating the paper we shuffle can lead to tremendous rewards.You’ll learn best practices and proven processes for effective document management.

Implement simple, inexpensive document management systems at an individual, work group, or small business level. Also, implementation of more sophisticated and comprehensive document management systems – complete with automated workflow processing – appropriate for larger offices and organizations.
You’ll gain key skills, such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key hardware and software considerations, and the policies necessary to facilitate a successful office. Gain a comprehensive understanding of options, and clear direction to implement your own Paperless Office.

Learning 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 key hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations
Describe key data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Major Topics

Document Management, Records Management, and Business Process Management
Paperless environment
Records Retention Policy
Electronic File Cabinet solutions and Document Management solutions
Scanners, storage, memory, operating systems, and network considerations
Data backup, disaster recovery

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Information Technology
8
Who Should Attend

Accountants and other business professionals who are seeking to improve document management processes in their organizations

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of computer operations.

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 12, 2021
7:00 am - 2:30 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): K2’s Paperless Office


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