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CDIA Presentation v4.8Copyright © 2015

Written and developed by:

Byron B. Aulick, CDIA+, ECMm, PDI+, Project+ [email protected]

(508) 637-1508 www.ecminstitute.com

“Exam Preparation” (v4.8 Updated September ‘15)

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TABLE OF CONTENTS

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-Introduction-

Domain 1 …………………………………..………5 Domain 2 ………………………………..……..…17 Domain 3 …………………………………..…..…23 Domain 4 …………………………………..…..…28 Domain 5 ………………………………..……..…34 Math Answers …………………………..…..……49

PAGE

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WELCOME TO CLASS!

First a thank you for attending! ✓This shows dedication to your discipline.

We believe NOW is the perfect time for digital imaging! ✓“Speeds and Feeds will quickly fade away as a selling point, being overshadowed by EDM solutions.” -ImageSource 2006

**But, remember; ✓Solutions drag Hardware

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(Intro by Pete)

-Introduction-

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About Today..

‣Time: This is a two-day class. Breaks and lunch are anticipated.

‣Your complete attention is needed. Cell phones and laptops should be off.

‣You will have time to comment and ask questions. Your input is the key to your understanding!

‣Student role-plays & homework help you learn!

‣Lets get started...

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-Introduction-

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About the Instructor

Byron B. Aulick, CDIA+ (author) Co-founder of;

✓ECM Institute, ECM Institute, Business Technology Services, Business Automation, and eWide Technology Solutions ‣ Subject Matter Expert to DoD, AIIM & CompTIA ‣ Author of these materials

I have based my 30-year career on ECM systems ‣ Consulting with clients ‣ Designing systems (small to large govt. systems) ‣ Supporting installations ‣ Trained more than 4,000 students

✓This is what I do, and ECM is my passion!

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-Introduction-

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Now the CDIA+ Details -CompTIA says:

CDIA+ certification is the IT sector’s first global standard of competency and professionalism in the document imaging/document management industry. Individuals who achieve CompTIA CDIA+ certification have demonstrated knowledge and mastery of scanning, storing and output of black-and-white and color documents; and have the expertise to analyze customers’ business processes and design appropriate document imaging and management solutions to support their needs.

The skills and knowledge measured by this examination are derived from an industry-wide and worldwide job task analysis, which was validated through a survey. The results of the skills survey are used in weighting the domains and ensuring that the possessed weighting is representative of the relative importance of that content to the job requirements of a document imaging professional with twelve to eighteen months on-the-job experience.

Author: CompTIA website

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Now the CDIA+ Details -Byron says:

There are 45,000 certified people worldwide. I have taught more than 4,000 in Panama (Canon), S. Africa (Canon), Puerto Rico, Barbados, Canada and the US.

“The difference is in your walk, confidence, response to questions..people buy from people they believe-in! And, certification demonstrates that you have the requisite level of understanding to professionally recommend a change to an existing document workflow.” -Byron

Example: When you go to the pharmacy, you are… [ITEM PRICE] When you go to the doctor, you are… [BEST SERVICE. NOT PRICE]

Differentiation means; Higher perception, more confidence, consultant rather than order-taker,

shorter sales cycle, higher GP!

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-Introduction-

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Objectives of this course

Prepare you for writing and passing the CompTIA CDIA+ exam, but more.. Give you real-world knowledge that you can apply to your day-to-day jobs! Help you close more sales!! Ensure the client gets a solution that “fits”. Stop “Second time around sales” Provide a stepping-stone to becoming a ‘CEE’ (Certified Efficiency Expert)

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-Introduction-

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Domain 1. Enterprise Content Management

In this domain we will learn about the proper usages of index, search, and retrieval. Will also discuss workflow and explain how collaboration works. We will compare and contrast document presentation and output features and explain the purpose of content life cycles.

This domain is weighted at 20%. Sample:

Why should the Human Resource departments be included in the planning of large implementations of new imaging systems?A. To handle complaints B. To plan for overtimeC. To prepare for resignations D. To review impact on job descriptions.

! Author: CompTIA

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Domain 1: Enterprise Content Management

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First.. Some examples of ECM applications

Capture: ✓Therefore Capture, Kofax Capture, IRISxtract, ImageWARE, Nuance PDF Pro Office

Storage, Retrievals: ✓Therefore [& Therefore Online] ✓eCopy PaperWorks

Workflow: ✓Therefore [& Therefore Online]

Output: ✓UniFlow, Prism, AA-Print

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Basic Concepts: Purposes of Document Imaging

DM/DI as a central repository DM/DI for meeting compliance DM/DI as cost containment DM/DI as security enhancement DM/DI as data integrity enhancement

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Advantages of Document Imaging

✓Faster retrieval than paper or microfilm ✓Improved management of documents ✓Simultaneous multiple-person access ✓Transaction time greatly reduced ✓Images never lost or out-of-file ✓Easily transmitted to remote locations ✓Savings on floor space

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Can you think of more?


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Potential Objections !

✓Time intensive: ‣preparation, capture, and index

✓What if the images are not readable? ✓Staff not willing to change ✓New standards constantly arriving. ✓Storage media failures? ✓Current systems costs?

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Can you think of more?


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How much does inefficiency cost??

An often-quoted study conducted by The Delphi Group found that 90% of typical office tasks still revolve around paper gathering and distributing, and that while 15% of all paper handled is lost, 30% of our time is used trying to find these lost documents. An American study also discovered that Companies on average spend $25,000 to fill a typical four-drawer file cabinet, $2,000 to maintain it each year, and over its life, a single piece of paper costs an average of $30.

Question.. why does this matter?

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Terms (Cont.)

ODBC (Open Database Connectivity) ✓Allows two databases to communicate. “Middleware”

LDAP (Lightweight Directory Access Protocol) ✓ Single login to multiple disparate systems

Thin-client ✓No ‘client’ software loaded, simply access remote server for application and data. Less maintenance, upgrade only one server.

Annotations ✓Appears to add information. Layer on top of image. Viewer or application.

Redaction ✓Appears to withdraw information. Never alters original image, just the way you look at it. Allows access, but blocks viewing of confidential information.

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Terms (Cont.)

Taxonomy: ✓“A rule that states which bucket to store files” ✓Example: How you organize your email INBOX ✓Example: Tree Structure on a server

‣F:\Accounting files\FY14\Vendors\A-D

✓Why..? So you can find it! Metadata:

✓“Data about data” ✓Data tagged within content, that labels the content for; organization or identification ( ✓Document, User or System-specific ✓i.e. Time & date stamp, extracted, keyed ✓Why..? So you can find it!

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Inbox

RFP’s

Dan

VIP’s

Pete

Bank AutoECM

Canon

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Workflow

The definition of an entire process, including all possible exceptions and conditions.

✓This may involve integration, management, and the execution of conditional processing based on user defined criteria [rules].

Rules - Roles - Routing ✓REAL bang-for-the-buck! [Imaging vs. imaging w/ workflow]

Workload balancing = A GOOD THING! ✓Repeatable, Serial or Parallel processes ✓Workflow Administrator: Must first understand existing workflows, then assign via queues [manually] or via automated routing.

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*Profe$$ional $ervices income*


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Copyright © 2015 18

Dawn%opens%email

Responds

Receives

Search%&%Find%Threads

Creates%Sub;Folders%my%email

Creates%Sub;Folders%Dawn's%

email

Carrie%accessesDawn's%email

Prints

A@achments? YESNO

Le@er

Saved%to%I:\Scanned%

Correspondence%Folder

Pleadings

Saved%to%I:\Scanned%

Pleadings%Folder

Separates

Collate%by%Thread

Compare%by%Thread

Put%in%reverse%chronological%

order

Remove%Duplicates

Hole;Punch File Distribute,%as%needed

Scans

Drag%&%Drops%Email

DRAWING A - EMAIL TO FILE WORKFLOW - EXISTING

File%Cabinets

Drawers

Accordian%Files

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DRAWING B - EMAIL TO FILE WORKFLOW - PROPOSED

Dawn%opens%email

Responds

ReceivesSearch%&%Find%

Threads

Carrie%accessesDawn's%email

Hits%Bu=on:"Save%to%DMS"

Chooses%the%Category%from%a%DropDdown%List

Adds%Index:%[Name,%Case#,%

etc]

Stores%With%or%Without%A=achments

Note: Workflow rules may route document to another user who plays a role

[predefined workflow].

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Lifecycle discussion


Sales Tip: What software do you sell

that can do this?

1. Capture 2. Creation 3. Classification 4. Index 5. Storage 6. Access 7. Retention 8. Destruction

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Input Sources

Scanners on desktops ✓Desktop ✓Workgroup ✓Production

Wide format

Microfilm, Aperture Card

Hand-scanners RFID tags

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Note: -Batch capture vs. one at a time-How to automate the indexing-Duty-cycle vs advertised speed-Centralized/Distributed capture

Domain 2: Capture

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Math 6

A bank uses a Digital Subscriber Line (DSL), operating at roughly 384Kbps, but has 13% overhead. They have 10 branches that need to transmit 1,000 pages per day each back to the main office. The average file size is 25KB G-4 compressed. If they start at 5PM, when can the cleaning crew turn the server off to vacuum? 384Kbps x .87 = ~334Kbps / 8 = 41.75KBps transmit rate 1,000 pgs x 25KB = 25,000KB x 10 sites = 250,000KB 250,000KB / 41.75KBps = ~5,988 seconds 5,988 seconds /60 = 99.8 minutes (~ 6:40 PM) hyperlink

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Math 7

.. 50,000 four page frequently used loan applications (simplex) each year. Each image is 50KB. Same volume for the previous three years, but less frequently used. And, the last 15 years for legal archival purposes only. 50,000 x 4 pg = 200,000 x 50KB ea = 10,000,000KB 10,000,000KB /1024 = 9,765MB /1024 = ~9.53GB yr On-line = 9.53GB 9.53GB x 3 previous years = 28.59GB Near-line = 28.59GB 9.53GB x 15years = 142.95GB Far-line = 142.95GB hyperlink

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Exam Details

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Find testing location at: http://www.pearsonvue.com/comptia/

CDIA+ exam code: CD0-001, 100 questions

Exam Duration: “90 minutes with 30 extension where English is not the primary language” Source: http://www.comptia.org/certification/cdia/glancebox.aspx

Passing Score: 700 of 900 (scored while you are there)

Cost: about $302

What to expect…? Calculators, Multiple-choice, “Not sure” option…

Domain 5: Analysis, Design & Implementation

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http://www.pearsonvue.com/comptia/

http://www.comptia.org/certification/cdia/glancebox.aspx


Personal Next-steps

✓Become CDIA+ certified ✓Use “Consultative” approach ✓Attend seminars (compliance, underwriting incentives, legal) ✓Consider continuing education..invest in yourself!

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” -Abraham Lincoln

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Additional Courses:

1. Needs Assessment Training2. Business Acumen Training3. ECM Sales Training

[email protected]: (508) 637-1508 C: (508) 314-7097

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