Paperless Office

October 3^rd & 5^th, 2023 – 8:30AM to 12PM 

Instructor: Mona Sullivan

Format: Virtual

CPE Credits: 7

Field of Study: Computer Software & Applications

Note – this is a full day course split into two half days

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 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.

The Paperless Office is not a myth! With today’s technology, you have many fantastic options for “going paperless,” In this session, you will learn how to leverage these technologies for better document management and storage practices.

Major Topics

• The importance of “going paperless”
• Key technologies that facilitate a paperless office
• Advantages of going paperless
• Examples of leading document management systems and processes

Learning Objectives

Upon completing this course, you should be able to:

• 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

Who Will benefit?  Accountants and other business professionals who are seeking to improve document management processes in their organizations.

Register here