Document Imaging & Electronic Document Management

  • Course Description
  • Objectives
  • Benefits
  • Audience

Document Imaging & Electronic Document Management: Course Description

This is a 2-day workshop designed for technical and non-technical Records & Information Management professionals who have been assigned to manage a document imaging system, and must start immediately, but can spend two days to study the subject and its background. This course is designed to assist managers and other relevant personnel to be more effective in bringing the immediate and long-term benefits of document imaging and document management to their organizations and to their organizations' clients, customers, and constituents.

This workshop is highly practical and interactive. Instructional techniques include hands on use of scanning equipment and PCs installed with document imaging/management software.  Interaction between students is considered an important part of the learning experience.

DISCUSSIONS INCLUDE: TECHNOLOGY -TOOLS

  • Document Imaging
  • Document Management (DM)
  • Web Enabled DM Solutions
  • Content Management (CM)
  • COLD: Computer Output to Laser Disk, also known as Enterprise Report Management (ERM).
  • Workflow

RECORDS

  • Records Definition
  • Records Management (RM) Definition
  • Records Management Drivers
  • Records Management Applications
  • Legal Use of Records
  • Value of Records
  • Cost of Records
  • Legal Implications - The Bottom Line...

BENEFITS

  • Reduce costs
  • Improve service
  • Improve access to information
  • Improve tracking accountability of records
  • Improve security of information
  • Develop a disaster recovery plan
  • Begin business process reengineering by automating manual processes
  • Reduce long-term storage costs

GOALS

  • Increased importance of environmental, customer service, disaster recovery, regulatory requirements
  • Requirement to cut operating budget in poor economy
  • Enhance customer/public service
  • Enhance info sharing internally & externally
  • Provide new/faster services
  • Preserve historic documents
  • Achieve statutory/regulatory requirements more effectively
  • Provide document security - disaster recovery
  • Stimulate, creativity, motivation, loyalty
Training Course Brochure: Document Imaging & Electronic Document Management

Document Imaging & Electronic Document Management: Objectives

Students will gain an understanding of how document imaging can be used and managed in both small and large-scale organizations. Document imaging is the process of taking documents out of file cabinets, and off shelves, and storing them in a computer system. This course provides an understanding of the details that there is often no time to review in the rush to implement a system. The course content is intended to be useful to students in their professional work for twenty years into the future and is also intended to be useful for planning to preserve digital documents forever.

CONTENT SUMMARY

On this course, students will learn about the technologies involved in:

  • Designing/Setting standard criteria or requirements for a document imaging/management system
  • Scanning
  • Importing,
  • Transmitting/distribution
  • Organizing
  • Indexing
  • Storage
  • Searching and retrieval
  • Viewing/working with electronic documents/records and printing documents for document imaging systems, and archives.

Document Imaging & Electronic Document Management: Benefits

OPPORTUNITY FOR CERTIFICATION

Computing Technology Industry Association (CompTIA)  - CompTIA CDIA+TM Certification (See www.comptia.org).

Students taking this course have an opportunity to gain accredited certification in this study discipline. The CompTIA Certified Document Imaging Architech (CDIA+) credential validates the knowledge of professionals who deliver document imaging solutions. It is a vendor-neutral certification that proves expertise in the technologies and best practices used to plan, design, and specify a document imaging, management system.

The industry recognizes CompTIA CDIA+ certification as a consistent, objective way to evaluate imaging industry professionals. Several companies that provide document imaging solutions value and support the CompTIA CDIA+ certification, including Canon, Ricoh, Konica, Kyocera, Hyland Software, Bowe, Bell & Howell, Fujitsu, Sharp, IBM and Panasonic.

CERTIFICATION BENEFITS FOR EMPLOYEES & EMPLOYERS

CompTIA's CDIA+ certification is the global standard of competency and professionalism in the document imaging / management industry. Supported by a network of industry leaders, it validates a professional's level of expertise in the technologies and best practices used to plan, design and specify a document imaging / management system.

For employees, the benefits of this program include:

  • Proof of professional achievement
  • Enhanced job opportunities
  • A viable career path

For employers, the benefits of this program include:

  • Uniform document imaging standards
  • Lower training costs
  • Customer satisfaction
  • Maximized efficiency in recruiting, hiring and training

Who Should Attend

All our educational sessions are targeted to any individual who manages information within his or her organisation. They include:

• Staff of Record Management Units
• Business Managers
• Registry Clerks
• Implementation Teams
• Office Managers
• Solution Providers
• Librarians
• Information Architects
• Archivists
• Consultants
• Administrative Officers
• Regulatory Staff
• Medical Records Officers
• Service Providers
• Financial Officers
• Legal Administrators
• IT Specialists/Technical Staff
• All Custodians of corporate and public information
• Record and Information Management Practitioners

Anyone who wants to learn about records and information management.

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