Document Imaging
Implementation & Project Management
Appropriate
planning and deployment is essential to
minimize your reduction in productivity.
This is a major change in your business
practices. You need an experienced
Certified Document Imaging Architect’s
help to be sure you are complying with
current Federal, State and Industry
Regulations.
•Financial
Investment
•Automation Utilization
•Workflow
changes
•Procedures
•Compliance
Issues
•Staff Training
Customization
Needs
•Vendor RFP’s
•File conversion
analysis and planning
•Scan station
needs assessment and planning
•Identifying
User/Document Security Needs
•Managing the
implementation & training
process
Procedures Procedures
•Identifying who
will scan
•What to
Scan/What Not to Scan
•Documenting
Scanning Exceptions
•Distribution of required
originals/copies
Compliance
•Developing
record retention policies
& procedures
•Quality Control to Ensure
Compliance
Workflows
ting
& implementing workflow
changes
•Implementing
efficient and automated
processes
•Staff Training
•Development of
written workflows/procedures
•Establishing tools to
monitor workload and workflow
compliance
For additional
information please contact us at
949-388-0070
Julie@balancedsolutions.biz
