Understand the importance of document management and learn best practices that apply.
Every organization uses some form of document management to store documents and other electronic content. Unfortunately, far too many organizations cannot find that same content when it is needed most. The content may reside in silos with varying levels of organization and oversight, or it may reside in a single location that has evolved into an unmanageable mess. This course will help business owners understand the importance of document management and will offer four best practices that apply to document management in any business. It will discuss the essential features of document management and the best ways to use those features. It will explore where documents can be stored as well as how document management makes it easier to comply with your various legal obligations. Finally, it will provide a roadmap for improving document management within your business.
Agenda
Faculty
Jeffrey S. Krause, Esq.
Affinity Consulting Group
- Senior Consultant with Affinity Consulting
- Document management and business process
- Over two decades helping other lawyers find the right technology and use it the right way
- Frequent author and speaker for bar associations across the United States
- Member of the American Bar Association and Wisconsin State Bar
- J.D. degree, Marquette University Law School, Milwaukee, Wisconsin
- Can be contacted at [email protected] or on LinkedIn @jeffreyskrause
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