K2's Paperless Office Webcast | 4203634C

Course Details

Date

Tuesday, June 16, 2020

6:00am – 1:30pm
(Registration: 5:30am)

Field of Study

Technology

Course Number

4203634C

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of computer operations.

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.

Highlights





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

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


Designed For




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

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$295.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$400.00
Your Price $400.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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