CPE Credits: 4

Learning Objective 1: Define key paperless office terms such as Document Management, Records Management, and Business Process Management; calculate the ROI of Paperless; and identify the Steps to Prepare for Paperless

Learning Objective 2: Describe the need for Records Retention Guidelines and define a Records Retention Policy

Learning Objective 3: Identify key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems; recognize key vendors of these solutions and the products and services they offer

Learning Objective 4: Identify key hardware requirements for moving to paperless, including Scanners, Computers, Storage, Memory, Operating Systems, and Network Considerations

Field of Study 1: Business Management & Organization - 2

Field of Study 2: Computer Science - 1

Field of Study 3: Specialized Knowledge & Applications - 1

Program Level (Basic, Update, Intermediate, Advanced, Overview): Intermediate

Prerequisites: None

Instructional Delivery Method: Group Internet Based

Course Registration Requirements: Online Registration

Course Developer: K2

Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).

Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

This seminar will guide you through the process of defining file organizations and defining appropriate retention policies for electronic dataFrom simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow the instructors will provide viable optionsLearn how to integrate digitized hard copy files with documents that already exist in your system, such as Word, Excel, and Outlook e-mail filesYou will leave this seminar with a comprehensive understanding of your options and a clear direction of how to implement a Paperless Office solution for your small business.