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Document Management Consulting Consulting in Electronic Document Management Solutions and Technologies Document Imaging \| Document Management \| Workflow \| Compliance
Services Client List Publications Training&Seminars Example Projects Resume Hints&Tips Resources	Document Management Workshop Who Should Attend Planning for a new document management system can and will involve people from different departments and disciplines: 1. Business Unit VPs and Directors 2. Line of Business Managers/Supervisors/Leads 3. Information Technology 8 Business Analysts 8 Project Managers 8 Network Services 4. Support Managers 5. Procurement/Purchasing/Contracts 6. Marketing Communications/Content Managers 7. Key Project Stakeholders If you are in line to work on a document management project, you need this workshop. Workshop Outline 1. What is Document Management? 2. Technology Review 8 Document Capture 8 Document Imaging 8 Electronic Document Management 8 Content Management 8 Workflow 3. Review typical uses and application areas 4. Exercise - Identify basic applications for your project 5. Exercise - Identify basic documents and workflow for your project 6. Which technology is right for your project? 7. Exercise - Identify basic Goals, Objectives, Critical Success Factors 8. Identify & review major vendors/systems integrators 9. Common Pitfalls, Issues, and Concerns 10. Questions and Answers Participants will also receive a data collection and analysis worksheet, an example document identification & data collection worksheet, and a list of primary vendors in each technology area. Workshop Objectives 1. Understand and differentiate each technology as it applies to your project 2. Identify potential business applications for document management 3. List key project objectives 4. List key project concerns and potential issues 5. Understand how to identify, analyze, capture document types and detail 6. Prepare for the next project steps Instructor Resume Bud Porter-Roth Principal Consultant Porter-Roth Associates Porter-Roth Associates is a consulting company that provides feasibility studies, cost justifications, business and functional requirements analysis, RFP development and evaluation, and project oversight for document management projects. We are objective and do not act as a system integrator or resell any products. Our consulting focus is electronic document management technologies. Bud Porter-Roth is a frequent speaker on document management topics and has written many articles about document management, return on investment analysis, and developing the document management RFP. Bud is a Certified Document Imaging Architech and is an AIIM Master of Information Technologies along with serving on various AIIM Standards committees and authoring several of AIIM's Technology Reports.

Document Management Consulting

Consulting in Electronic Document Management Solutions and Technologies

Document Imaging | Document Management | Workflow | Compliance

Services

Document Management Workshop

Who Should Attend

Planning for a new document management system can and will involve people from different departments and disciplines:

1. Business Unit VPs and Directors

2. Line of Business Managers/Supervisors/Leads

3. Information Technology

8 Business Analysts

8 Project Managers

8 Network Services

4. Support Managers

5. Procurement/Purchasing/Contracts

6. Marketing Communications/Content Managers

7. Key Project Stakeholders

If you are in line to work on a document management project, you need this workshop.

Workshop Outline

1. What is Document Management?

2. Technology Review

8 Document Capture

8 Document Imaging

8 Electronic Document Management

8 Content Management

8 Workflow

3. Review typical uses and application areas

4. Exercise - Identify basic applications for your project

5. Exercise - Identify basic documents and workflow for your project

6. Which technology is right for your project?

7. Exercise - Identify basic Goals, Objectives, Critical Success Factors

8. Identify & review major vendors/systems integrators

9. Common Pitfalls, Issues, and Concerns

10. Questions and Answers

Participants will also receive a data collection and analysis worksheet, an example document identification & data collection worksheet, and a list of primary vendors in each technology area.

Workshop Objectives

1. Understand and differentiate each technology as it applies to your project

2. Identify potential business applications for document management

3. List key project objectives

4. List key project concerns and potential issues

5. Understand how to identify, analyze, capture document types and detail

6. Prepare for the next project steps

Instructor Resume

Bud Porter-Roth
Principal Consultant
Porter-Roth Associates

Porter-Roth Associates is a consulting company that provides feasibility studies, cost justifications, business and functional requirements analysis, RFP development and evaluation, and project oversight for document management projects. We are objective and do not act as a system integrator or resell any products. Our consulting focus is electronic document management technologies.

Bud Porter-Roth is a frequent speaker on document management topics and has written many articles about document management, return on investment analysis, and developing the document management RFP.

Bud is a Certified Document Imaging Architech and is an AIIM Master of Information Technologies along with serving on various AIIM Standards committees and authoring several of AIIM's Technology Reports.