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Thinking

THINKING DIFFERENTLY ABOUT DOCUMENT MANAGEMENT AND WORKFLOW

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 1, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This course explores document management and workflow challenges being faced by accounting firms and the value of outcome planning. This course will cover methods successfully used by other firms to ensure they streamline workflow. Participants will experience a simple model that demonstrates how document management and workflow software fits into an accounting firm. This course includes a 15-minute product demonstration featuring Doc.It Suite 4, a full suite of document management and workflow products for accounting firms of all sizes.

Learning Objectives

  • Document management and workflow challenges being faced by firms of all sizes.

  • The value of outcome planning.

  • Methods firms use to streamline workflow.

  • A simple model that demonstrates how document management and workflow fits into your firm.

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Testimonials
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Seth, NJ

"In brief, the presentation was excellent. As a result, I am seriously considering implementing the Doc-It electronic system in my practice. It is a program, I believe our major clients would like to look into and embrace going forward. And, I would never hesitate to recommend Chuck for consulting engagement with any of my clients. It was a great presentation."
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William, NY

"The presenters and materials were spot on. We have an older version of scanning / doc mgmt. software. no where ear as efficient but the points given enhanced my understanding and future expectations when looking at future software/systems. In house storage is the key."
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James, OH

"Excellent overview and a solid software solution. I very much appreciated the emphasis on building blocks and the limited time spent on the actual software demo. Nice presentation and extremely valuable for the future."
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Susan, AZ

"I certainly enjoyed this because it gives me ideas about getting rid of so much paperwork!!!! I find stuff without problems but I feel if the stuff is on the computer, it would be wonderful."
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Edmund, GA

"For many years I searched for a comprehensive document-workflow management system but none compared to what I learned in this webinar and what Doc-it has to offer. My time was well spent."
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Margaret, OH

"I received some excellent ideas to incorporate into my own document management system. The one promoted seems quite good but I prefer to continue using my own at present."
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Edward, OH

"The webinar provided excellent strategies for me to improve efficiency in workflow and document management. Thank you very much. Edward Pleasant CPA Fairlawn, Ohio"
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Wanda, VA

"I enjoyed the presentation. I have been looking for document storage capability and this seems to be a good solution. I will include this tool in my evaluation."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chuck Wilson

Doc.It
Senior Client Solution Specialist
cwilson@doc-it.com
(888) 693-6248 x9

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Chuck Wilson is one of Doc.It’s senior client solution specialists. Chuck provides implementation consulting and training services to clients. Before joining Doc.It, Chuck spent several years working for a public accounting firm where he managed all systems implementation, product selection & migration, disaster recovery planning, and process excellence initiatives. Chuck joined Doc.It in 2006 and has personally assisted hundreds of firms with document management implementation and training initiatives. Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms implement document management and workflow software and establish processes resulting in firm-wide productivity gains.

Linkedin

Don Emery, CPA

Doc.It
Director of Client Solutions
demery@doc-it.com
(905) 218-6930

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Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

About Our Presenter

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Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.