K2's Paperless Office | 4183634K


Date :
March 18, 2019 5:00 AM - 12:30 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
Show tabs
Learn how to implement an inexpensive but straightforward document management system at an individual level, with a workgroup, or for a small business. Consider situations where one may have to locate essential documents in 10 seconds or less or where they need to ensure that all digital information is safe and secure. Would the improvement of efficiency in workflow help? With a little planning and guidance, the realization of this and other benefits associated with a paperless office is possible. No one expects an entirely "paperless" office, but reducing the amount of paper we shuffle can lead to tremendous rewards. In this course, learn the best practices and proven processes for efficient document management. Also, learn how to implement a more sophisticated and comprehensive document management system-complete with automated workflow processing-that would be appropriate for larger offices and organizations. Receive guidance through issues 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. Upon completing this course, walk away with a comprehensive understanding of the options available and a clear direction of how to implement a paperless office.


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 Subjects:

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

Advanced Prep:


Misc. Information:

Level of Difficulty:
Field of Interest:
Computer Software and Applications
Designed For:
Accountants and financial professionals


Patrick Murphy


  • Materials - eBook