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Date: Wednesday, December 14, 2005 Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time] Presenter(s): Roger Mongeon, Director of Business Development, Doc-It, Inc. Objective: This course will provide participants with a brief introduction of the Doc-It Document Management and Archiving Solution including Doc-It's theory on the paperless accounting firm. Following the introduction, the steps toward a seamless roll-out of a document management solution will be reviewed and a demo of software working with emails, personal tax and engagements will be presented. Field of Study: Management Program Level: Basic CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
This course will provide participants with a brief introduction of the Doc-It Document Management and Archiving Solution including Doc-It's theory on the paperless accounting firm. Following the introduction, the steps toward a seamless roll-out of a document management solution will be reviewed and a demo of software working with emails, personal tax and engagements will be presented.
Roger has extensive experience working with a wide range of organization sizes providing turnkey solutions to workflow automation and productivity improvement. After a career as principal and co-owner of a $15M/p.a. manufacturing and distribution company providing work apparel across Canada, Roger began working with organizations from small firms to Fortune 500 corporations, providing administrative workflow enabling tools to enhance customer service and reduce operating costs. These technologies related to CRM, ERP, document management and call centre systems.
Roger has lived in Ancaster, Ontario, Canada with his wife, Maggie for over 20 years. They have four children.
$25.00 for AAA Members / $40.00 for Non-Members
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