K2's 2024 Paperless Office

Overview

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.

Highlights

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

Prerequisites

Fundamental knowledge of computer operations

Designed For

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

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 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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.