
Explains how document imaging converts paper to electronic images, enabling simultaneous access for multiple users, indexing, OCR and barcoding, and automated routing, with legally admissible electronic evidence.
Explore records management as the systematic control of documents across the full lifecycle from creation to disposition, emphasizing process, security, and accuracy for CDI+ professionals.
Explore long-term storage challenges for electronic records, including media stability and the absence of archive quality electronic media, and how file formats and destruction policies affect preservation.
Evaluate tactical savings such as postage and operating costs for large volumes. Recognize that space and staffing gains from imaging require careful ROI analysis and may not scale linearly.
Apply strategic justification to justify new services and better customer service, reduce time to market with electronic documentation, and boost cash flow through phased backend system integration.
Align compliance with laws, regulatory requirements, industry and organizational best practices through cross-functional collaboration, and define security by access, permissions, and document sensitivity.
Explore the project kickoff, define the project team and roles, and explain the project charter and its importance to the imaging project's success.
Authorize the nascent imaging project with a detailed charter, assign resources and roles, define goals and objectives, budget, constraints, and prioritization, and establish the project sponsor and executive review committee.
Coordinate diverse project users and roles with thorough planning, detailing deliverables, schedules, quality assurance, training, and documentation for an imaging project to keep executives informed and minimize surprises.
Develop a high-level project plan with schedule, milestones, acceptance criteria, gated delivery, third-party coordination, short detailed tasks, and sponsor sign-off. Define phase milestones as major decision points.
Explore business process analysis methodologies, metrics, and gap analysis to set project expectations. Analyze document-centric, paper-centric workflows, document volumes, and usage patterns to inform imaging project design and standards.
Identify and reduce redundancies in document processing by mapping workflows, counting steps, and streamlining batch, scan, and verification processes through process maps and interviews.
Compare formal standards with informal de facto standards in document management, and see how widely adopted formats like Microsoft Office and Acrobat PDF reduce risk during vendor changes.
Establish a foundation in business process analysis by defining methodologies, collecting metrics, applying a gap analysis, and aligning imaging standards to secure stakeholder approval.
Compare minimal solution, comfort zone, component type, and best practice deployments to meet stakeholder needs, aligning imaging, indexing, document management, and workflow capabilities.
Clarify RFP requirements, including in-person delivery, three hard copies plus a CD, a 2 p.m. deadline, and 30 percent recycled paper with 30 percent post-consumer content, to obtain timely proposals.
Learn how document preparation drives imaging workflows, from back-file conversion to batching for scanners, including removing staples, sorting by document type, and using separator sheets or patch codes.
Calculate image size by multiplying document width and height to get square inches, then apply resolution, color depth, bit-to-byte conversion, and compression ratios (group 3 or 4) for file size.
Compute the size of scanned letter-size TIFFs at 300 dpi by converting bits to bytes and applying group 4 compression; average size is 51.4 kilobytes per image.
Correct skew in scanned images to straighten pages for readability and improved ocr accuracy. Apply noise reduction and dithering to reduce speckles and preserve detail during compression and format conversions.
Examine handheld scanner configurations, including 1D/2D barcodes and pen scanners with on-the-fly OCR, and compare media support from paper to microfilm and large format scanners.
Assess scanner needs by evaluating rated throughput speed and actual throughput, noting pages per minute vs images per minute for simplex and duplex, color versus grayscale, and resolution, rescans overhead.
Analyze daily duty cycle, rescanned percentage, and the differences between rated, actual, and daily throughput for scanner planning and selection.
Determine the minimum rated speed for two scanners to handle 50,000 pages on Tuesday within a seven-hour day, equaling about 60 pages per minute per scanner.
Explore output technologies by examining displays and monitors to select the right setup for capture, quality control, and indexing tasks.
Choose monitor size by task, aiming for about 19 inches for data entry and QC of 8.5 by 11 pages, with 800 by 600 resolutions and dot pitch.
Explore how faxing supports electronic capture and routing, highlighting standard and fine resolutions, barcode indexing, and metadata for a reliable paper trail and regulatory provenance.
Explore imaging solution technologies, including document preparation, image resolution and sizing, image enhancement tools, scanner selection, ocr and recognition technologies, displays, printing and network transmission, and retrieval technologies.
Explore storage technologies such as magnetic optical tape and enterprise storage, calculate total storage for images, and outline the technology stack, networking protocols, and network security considerations for imaging integration.
Compare worm drives and magneto-optical discs, noting deprecated laser video discs and nonstandardized worm drive approaches. Magneto-optical media offer cartridge protection, 9.1 gigabytes of capacity, and high speed.
Explore the evolution of DVDs, including four point seven gigabyte disks, dual-layer storage, and plus and minus standards. Understand backward compatibility and the shift toward blue laser technologies.
Group similar records by retention or access on the same volume, and use virtualization to copy optical data to fast magnetic storage for quicker access and recovery.
Examine high-speed networking standards and infrastructure, from T1, T2, T3 to DSL, ISDN, ATM, FDDI, and frame relay, with emphasis on bits per second and deployment context.
Analyze how imaging workloads, with thousands of images per hour averaging 20-100 kilobytes, impact network bandwidth and learn methods to calculate impact and minimize collisions and congestion.
Move imaging workloads during off-peak hours by locally scanning and using a polling application to transfer images to the imaging server, or use sneaker nets with removable media.
Upgrade the network to 768 kbps, resize scans to needed image areas, and use grayscale or occasional color to dramatically reduce file sizes for fast imaging transfers.
Understand public key infrastructure with certificate authorities, encrypting with public/private keys and signing for non repudiation, and use virtual private networks for secure remote access mindful of virus infections.
Enable legacy and current apps using imaging options from multi window interfaces to screen scraping and DDE. Understand challenges like data entry errors and fragile live links.
explore how live contact data stays up to date across excel and sharepoint using embedding and database updates, with ole objects into word or powerpoint and related tradeoffs.
Contrast SGML/HTML with XML, illustrating how HTML blends content, structure, and presentation while XML enables custom tags to describe domain elements such as insurance policies.
Create and execute an implementation plan covering timeline, hardware and software ordering, integration, and downtime. Define roles, resources, change control, risk mitigation, training, testing, and acceptance criteria.
Define service level agreements by classifying issues as minor, severe, or critical, outlining escalation processes and named contacts, with terms taking effect at the end of the implementation.
Implement a pilot program with a subset of users in a real environment to gather feedback before full go-live. Test in clean-room and live desk settings to uncover issues early.
Examine a failed go-live of a reservation system caused by insufficient pilot testing, and learn how a pilot program lets users experience the real application to avoid heartache during implementation.
Apply a formal change control process to assess the impact of changes on scope, time, resources, and documentation, avoiding scope creep while aligning with requirements and business goals.
Address the cultural change in change management when adopting imaging systems, confronting readiness, fear of change, and shifts from file clerks to imaging technicians amid scanning and indexing workflows.
Assesses change impact to tailor change management by culture and readiness, emphasizes honest communication and rumor control, and involves users in training and ownership to implement the new system.
Engage users early to reduce fear, provide training, and run pilots that reveal the system’s benefits. Build momentum by leveraging peer influence and ongoing communication.
Preserve project documentation—from plan requirements to implementation and schedule—as a lessons-learned resource for future imaging projects, while training end users, supervisors, and admins to ensure smooth go-live.
Develop a training plan that identifies who is trained, what they learn, when training occurs, and how (on-site or distance video). Assess efficacy and plan refresher training and funding.
Review document imaging course, outlining how to start an imaging project, form a team, analyze processes, and plan implementation with hard and soft dollar savings and total cost of ownership.
CompTIA's CDIA+ (Certified Document Imaging Architect) is a vendor-neutral certification that validates the knowledge of professionals who deliver document imaging solutions. The CDIA+ Certification confirms a technician's expertise in the technologies and best practices used to plan, design, and specify a document imaging and management system.
The CompTIA CDIA+ Certification Training Course from is delivered by some of the industries top instructors in computer diagnostics, repair, assembly and maintenance. Students will learn the skills necessary to excel in the knowledge management and document imaging industry.
eLearning's CDIA+ training course follows the CompTIA authorized curriculum, ensuring you receive the training and knowledge needed to succeed.