CRE8 Inc | Independent Consultants: Improving Processes, People & Systems

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On-Line Paperless Technology & Process Innovation Workshop

Studies show employees spend from 5% to 15% of their time finding, sorting, and routing documents stored in email, shared drives, and paper; costing organizations millions of dollars each year in wasted labor and storage costs. And when documents are misfiled or deleted there can be significant audit, litigation, and disclosure; risks, and penalties.

Paperless technologies such as capture, digital signature, electronic content management, workflow and electronic records management can fix this problem, however as these technologies are tools sets, they need to be properly understood, budgeted and planned.

As independent consultants specializing in paperless technology planning, CRE8 has established this on-line workshop to teach organizations how to develop a paperless enterprise plan, assess ROI, budget, identify high value projects, improve workflow efficiency, increase governance, and develop requirements that hold vendors accountable.

The workshop, presented over four weeks, will be taught by George Dunn, President of CRE8 Independent consultants. In each workshop, valuable planning information will be presented and there will be opportunities for attendees to ask questions of Mr. Dunn. All workshop sessions will be recorded and viewable on-line for one month after the presentation date, for paid attendees.

Mr. Dunn is a worldwide recognized paperless technology and process improvement consultant, speaker, and author. Over the past 25 years, George has successfully designed paperless systems from 25 to over 25,000 users, and improved processes for organizations ranging in size from 25 to over 250,000 employees. George is certified in LEAN, Six Sigma, BPM, has participated in worldwide ECM and Workflow standard committees, and is a highly-rated speaker at worldwide, national and local AIIM, ARMA and Document Strategy Forum Events.

Workshop Details

Location Online, Webinar, Worldwide, Interactive
Duration 8 Hours Total (2 Hours Per Week) Over 4 Weeks
Held 10am to Noon, Pacific Standard Time, USA (UTC-7 hours)
June 7th, June 14th, June 21st, and June 28th, 2017

If you miss a session, don’t worry each session will be recorded and kept on line for 1 month after the final presentation date. You do not need to see sessions in the order presented. All sessions will be in English, however recorded sessions can be translated for an additional fee.
On-Demand Recorded Sessions If you would like immediate access to the workshop you can purchase recorded sessions, view for one month, and email questions to George Dunn, President CRE8 Independent Consultants.
Custom Company / Association Sessions For groups of 20 or more (companies or associations) a group price for the full workshop, individual sessions, or a custom developed session can be provided.
Who Should Attend Executives, managers, and staff; including non-technical & technical. The workshop is a great way to get end user groups, information technology, information governance, and record managers on the same page regarding proper planning steps.
Cost Regular Cost $895 USD per attendee. Early Bird Special $495 USD if paid for by June 2ND, 2017.
Additional Discounts Plus, an extra 10% discount for members of AIIM, ARMA, IPMA, if certified as PMP, Agile or Six Sigma, have obtained LEAN training, or are a member of LinkedIn. Group registrations of 5 or more receive additional discounts and a 1 hour planning follow up phone call with George Dunn, President of CRE8 independent Consultants.
Presenter George Dunn, President CRE8 Independent Consultants

Register for Workshop

All workshop sections will include valuable instruction, use case studies, full copies of all slides, and a Q&A session. Workshops will be available online for 1 month after the final presentation.

Sections & Topics

SECTION 1: Definitions, Benefits, and Risks of Paperless Technology (Week 1)
This CRE8 workshop will discuss abilities, advancements, and risks of scanning, capture, recognition, forms processing, digital signature, (ECM) electronic content management, workflow, and (ERM) electronic records management technologies.
SECTION 2: Guide to Enterprise and Department Paperless Technology Planning (Week 2)
This CRE8 workshop will discuss how to help obtain funding for paperless technology initiatives, keys to successful implementation, and how to develop an enterprise-wide plan. This workshop will detail how to define technology requirements, benefits and costs, return on investment, and develop a project road map that will rank projects by value to the organization.
SECTION 3: How to use LEAN, Six Sigma and BPM Process Improvement Methods to Innovate Paperless Technology Implementations (Week 3)
This CRE8 workshop will discuss how to use process improvement methods such as: Lean, Six Sigma, Business Process Management (BPM) and Re-engineering when planning for paperless technologies. This workshop will detail key tools from each methodology, how to improve process procedurally before paperless technology deployment, approach to workflow mapping, and how to develop a change action plan that gets results.
SECTION 4: How to Develop a Paperless Technology Application Design and RFP to Evaluate Vendors and Hold Them Accountable (Week 4)
This CRE8 Workshop will discuss how to develop a conceptual application design and RFP document to define user requirements, evaluate vendors, and hold vendors accountable. This workshop will detail key considerations when developing requirements, request for proposal, statement of work, and evaluation of vendors.

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