Go Paperless & Work More Efficiently

Krista Banuelos, Process Improvement Consultant

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6 Videos (16m)
    • Introduction

      2:21
    • The Paper Problem

      1:45
    • Conversion to Digital

      3:20
    • Managing Digital Documents

      3:03
    • Information Capture

      1:51
    • Doc Retention and Security

      3:23

About This Class

Hi there, I am going to give you my comprehensive, tried & tested, project plan for taking your office or entire organization paperless. This topic is my specialty as an IT Project Manager & Business Analyst who has implemented this over and over again! Eliminating paper has one of the most immediate and highest ROI's for organizations.   

"U.S. businesses waste $8 billion annually just managing paper. It costs an organization an average of $20 to file a document, $120 to find a misplaced document, and $220 to reproduce a lost document." Source

In addition to the environmental-friendly impact of going paperless, organizations can see the direct benefits of increased customer service response times, less tedious administration associated with paper, higher staff morale, more transparency into where your files/content are housed, accessibility, and a higher rate of compliance with regulatory policies governing various industries.

For the purposes of this class I will cover

  • Create a plan for converting existing records to digital form
  • Identify what info you are collecting and discuss types of tools that can capture your content or data.
  • Document and Electronic Content Management systems
  • Workflow needs (ex: we have to pass files to different people or departments for approval or review)
  • How to stop paper it before it starts
  • Security & Accessibility
  • Records retention & governance once in digital form

I look forward to sharing my experience with you so you can take steps toward eliminating paper and working more efficiently! Check out my other class on Flowchart Creation, too!

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Krista Banuelos

Process Improvement Consultant

You will be learning with the best of both worlds: an experienced IT Professional & Business Analyst/Project Manager rolled into one! My specialty and passion is bridging the gap between business needs & technical requirements. I believe that a process should be easy to understand & technology easy to use. Process-mapping (use of flowcharts/diagrams) is integrated into all of my services because it's critical to be able to first fully understand what is happening in a workflo...

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