EDMS Training

Perhaps you are not ready to bring in an EDMS consultant but need to understand document management technologies for your intended project. Below are workshops and presentations PRA has developed and given for users and vendors and at conferences. We are also available to speak at your planning meetings, project kickoff meetings, or professional association meetings.

Workshops are given at your facilities for the following topics:

Document Imaging Training
Electronic Document Management Training
Backfile Conversion Training

Workshops

Document Management Technologies

Are you beginning to plan for a document management project and need help defining and understanding the different technologies and which one is correct for your project. Do you need document imaging, document management, records management, enterprise content management, workflow or all of the above. This fast-paced intensive 3/4-day workshop will help you to understand the different EDMS technologies available and how they may apply to your project. After the session, there is time for one-on-one questions, application walkthroughs, and other related activities.

This workshop provides you with a basic overview of each technology and how that technology is most effectively used. Included in the exercises will be developing project goals, critical success factors, and project objectives for potential projects. This interactive workshop will get your team organized and started on the correct path. Sample paper documents, electronic documents, and other materials will be reviewed. You will be encouraged to provide example documents from your business applications.

Prerequisite: There are no prerequisites for this workshop.

Price: $1500 + expenses. Given at your facilities. No limit on attendees.

Workshop Details

Developing a Document Management RFP

The RFP is the foundation for a successful project. A clearly written and properly organized RFP establishes technical goals, communicates administrative and financial expectations, and sets the tone for good communication and a productive relationship between customer and supplier.

This experienced-based workshop offers a systematic, comprehensive, and professional approach to writing document management RFPs. It guides you step-by-step through the RFP process, from initial planning through selecting the winning proposal.

Prerequisite: This workshop assumes you have already  selected a business application as a project and have done some of the preliminary application analysis work. Sample paper or electronic documents should be available for review during the session.

Price: $1500 + expenses. Given at your facilities. No limit on attendees.

Workshop Details

Presentations

The presentations listed below have been given at companies, professional meetings, and at national conferences and exhibitions. This is only an example list. Contact us for additional information if you are interested attending a presentation or having one given at your company or chapter meeting.

Choosing the Correct Technology: ARMA chapter meetings. ECM, Workflow, RM, EDM? this session explains the differences between each of the different technologies involved and which technology may be correct for you.

Cost Justification for Image Systems: Association for Information and Image Management (Technical Seminars)

Image Acquisitions and Procurement Strategies: Association for Information and Image Management

Writing the Image Request for Proposal: Interactive workshop for U.S. Professional Development Institute

Introduction to Cost Justification Techniques: Presented to Vendors and End-Users

RFP Development: Where the Rubber Meets the Road:  American Association of State Highway and Transportation Officials

RFP Development: Where the Rubber Meets the Road: AIIM International

RFP Development: Federal Computer Conference

Writing Effective Proposals: Interactive workshop on proposal writing