Save time, empower your teams and effectively upgrade your processes with access to this practical Document imaging Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Document imaging related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Document imaging specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Document imaging Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Document imaging improvements can be made.

Examples; 10 of the standard requirements:

  1. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Document imaging process. ask yourself: are the records needed as inputs to the Document imaging process available?

  2. Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organization’s ability to leverage the new Document imaging in a volatile global economy?

  3. You may have created your customer policies at a time when you lacked resources, technology wasn’t up-to-snuff, or low service levels were the industry norm. Have those circumstances changed?

  4. If our company went out of business tomorrow, would anyone who doesn’t get a paycheck here care?

  5. What is the current Document Imaging and Management System in use?

  6. How effective was the organizations analysis of document imaging needs?

  7. Has a project plan, Gantt chart, or similar been developed/completed?

  8. How do you identify and analyze stakeholders and their interests?

  9. How do we link Measurement and Risk?

  10. Where is our petri dish?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Document imaging book in PDF containing requirements, which criteria correspond to the criteria in…

Your Document imaging self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Document imaging Self-Assessment and Scorecard you will develop a clear picture of which Document imaging areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Document imaging Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Document imaging projects with the 62 implementation resources:

  • 62 step-by-step Document imaging Project Management Form Templates covering over 6000 Document imaging project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Are trained personnel, including supervisors and Document imaging project managers, available to handle such a large Document imaging project?
  2. Quality Management Plan: Are you meeting our customers expectations consistently?
  3. Human Resource Management Plan: Have lessons learned been conducted after each Document imaging project release?
  4. Stakeholder Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?
  5. Change Request: What kind of information about the change request needs to be captured?
  6. Team Performance Assessment: To what degree can team members frequently and easily communicate with one another?
  7. Human Resource Management Plan: Have all documents been archived in a Document imaging project repository for each release?
  8. Risk Audit: What effect would a better risk management program have had?
  9. Scope Management Plan: How will scope changes be identified and classified?
  10. Responsibility Assignment Matrix: What Do People Write/Say On Status/Document imaging project Reports?

 
Step-by-step and complete Document imaging Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Document imaging project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Document imaging project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Document imaging project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Document imaging project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Document imaging project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Document imaging project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Document imaging project with this in-depth Document imaging Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Document imaging projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Document imaging and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Document imaging investments work better.

This Document imaging All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Categories: Documents