Manage Data, Information and Documents Effectively Training

Some office workers waste as much as 25% of their day searching for information they need to make decisions, complete projects or manage their business. Studies show that 83% of all business communication is electronic and as much as 95% of a company’s intellectual property is now in electronic format stored in email, hard drives and other IT applications. Currently document growth is expected to grow by 200% annually and an average of $250 is spent recreating lost documents.  It is vital that employees understand how to manage, organize and store company data and information.  This is not only essential to a company’s business operations but key to improving efficiency and productivity.

In this training, participants will learn how to manage paper and electronic data more effectively and efficiently. Participants will gain understanding in the fundamentals of organizing theory and concepts to apply to data management. They will learn how to create an effective and intuitive filing system to manage paper, email and electronic records. They will also learn how to process incoming information, such as with email and paper, that will create ease of mind and effectiveness in managing the data deluge. Further, they will understand how to keep data in electronic form to improve efficiency and decrease paper handling.

Learning Objectives

Understand fundamentals of organizing theory

Learn to build an effective hierarchical filing system for all document management systems

Understand records retention requirements, regulations and guidelines

Learn best practices for managing, organizing and accessing information

Gain strategies on how to purge and reduce paper and become more 'paperless'

Learn how to create system for managing desktop and active paper files

Learn how to organize electronic documents on local drives and cloud based systems

Understand the various record management locations

Learn how to effectively name documents for easy retrieval and access

Gain searching strategies to find information quickly with electronic tips and tricks

Learn the definition of "metadata" and how to input information to maximize search results

Effective strategies of using the desktop to manage information

Seminar Length: 3-4 hours
Class Size: 10-30 participants
Materials: 35 page workbook provided
Seminar Location: On-site at company
Equipment: LCD projector and easel chart

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