Lecture about "Enterprise Architecture @ ING" given at Solvay Brussels School...Alain Heremans
ย
Presentation about how Enterprise Architecture practice has been implemented at ING Bank and how it evolved during the last 10 years till now. Dated 6th March 2018.
During last few years, role of Enterprise Architecture has expanded from technical to strategic in an Organization. This slide deck presents: Using Enterprise Architecture in your Organization.
The challenge of alignment, integration and change in the development of e-services has gave attention to enterprise architecture. It provide the framework of engagement and thinking tool to define, elaborate, document, agree and communicate the strategic baseline, strategic intent, strategic architecture, strategic change and strategic resources in the development and improvement of e-services within the defined context and perspectives of time, stakeholders, performance, funds, environment, leadership and technology. The shared open presentation is a product of direct engagement with people of decision and work who are enabled to participate the formulation of enterprise architecture that matters to their performance.
Balanced Scorecard IT Strategy and Project ManagementGlen Alleman
ย
IT projects rarely have a 1st order impact on financial results. Their impact us usually a 2nd or 3rd order. Tracing this impact is part of IT strategy. Delivering this impact is execution
IT benchmarking (the comparison IT costs and IT prices) with market leaders or other companies of your industry or maybe a foreign sector can be a valuable management tool. Its effectiveness, though, depends on the quality of the reference data and a professionally conducted benchmark (reference model).
LEXTA is a leader in IT benchmarking and offers a deeper look into its practices and experiences in the field of IT benchmarkings.
Enterprise Architecture Management (EAM) I Best Practices I NuggetHubRichardNowack
ย
Enterprise architecture management is a "management practice that establishes, maintains and uses a coherent set of guidelines, architecture principles and governance regimes that provide direction and practical help in the design and development of an enterprise's architecture to achieve its vision and strategy. In this business best practice slide deck you learn how to assess and setup Enterprise Architecture and Digital Architecture frameworks as well as a transformation plan.
We provide you with the following best practices:
- Need for Enterprise Architecture Management
- Enterprise Architecture Approach
- Architecture Target Picture Development
- Implementation Roadmap
Lecture about "Enterprise Architecture @ ING" given at Solvay Brussels School...Alain Heremans
ย
Presentation about how Enterprise Architecture practice has been implemented at ING Bank and how it evolved during the last 10 years till now. Dated 6th March 2018.
During last few years, role of Enterprise Architecture has expanded from technical to strategic in an Organization. This slide deck presents: Using Enterprise Architecture in your Organization.
The challenge of alignment, integration and change in the development of e-services has gave attention to enterprise architecture. It provide the framework of engagement and thinking tool to define, elaborate, document, agree and communicate the strategic baseline, strategic intent, strategic architecture, strategic change and strategic resources in the development and improvement of e-services within the defined context and perspectives of time, stakeholders, performance, funds, environment, leadership and technology. The shared open presentation is a product of direct engagement with people of decision and work who are enabled to participate the formulation of enterprise architecture that matters to their performance.
Balanced Scorecard IT Strategy and Project ManagementGlen Alleman
ย
IT projects rarely have a 1st order impact on financial results. Their impact us usually a 2nd or 3rd order. Tracing this impact is part of IT strategy. Delivering this impact is execution
IT benchmarking (the comparison IT costs and IT prices) with market leaders or other companies of your industry or maybe a foreign sector can be a valuable management tool. Its effectiveness, though, depends on the quality of the reference data and a professionally conducted benchmark (reference model).
LEXTA is a leader in IT benchmarking and offers a deeper look into its practices and experiences in the field of IT benchmarkings.
Enterprise Architecture Management (EAM) I Best Practices I NuggetHubRichardNowack
ย
Enterprise architecture management is a "management practice that establishes, maintains and uses a coherent set of guidelines, architecture principles and governance regimes that provide direction and practical help in the design and development of an enterprise's architecture to achieve its vision and strategy. In this business best practice slide deck you learn how to assess and setup Enterprise Architecture and Digital Architecture frameworks as well as a transformation plan.
We provide you with the following best practices:
- Need for Enterprise Architecture Management
- Enterprise Architecture Approach
- Architecture Target Picture Development
- Implementation Roadmap
API Documentation Workshop tcworld India 2015Tom Johnson
ย
This is a workshop I gave on API documentation at tcworld India 2015. The workshop covers 3 main areas:
- General overview of API documentation
- Deep dive into REST API documentation
- Deep dive into Javadoc documentation
Introduction to Enterprise Architecture Leo Shuster
ย
If you ever wanted to find out what Enterprise Architecture was, this is the presentation for you. It gives you a basic understanding of Enterprise Architecture, its goals, objectives, and benefits.
What Can We Do With The ArchiMate Language?Iver Band
ย
Last year, the Open Group released version 3.0 of the ArchiMateยฎ standard, which provides a language with concepts for describing enterprise and solution architectures, a framework for organizing these concepts, a graphical notation for these concepts, and recommendations for viewpoints, which are visualization templates that address the concerns of particular stakeholders. The standard is public and free for end users. It can be extended through specialization of its concepts and relationships, and is supported by an increasing number of tools, consultancies and training organizations.
We use a fictitiousโbut realisticโcase study to describe what we can do with the ArchiMate language. Each of the sections in this article presents one or more views of an ArchiMate model that tells a story about the collection and analysis of Big Data to create business value. Big Data consists of datasets that cannot be handled efficiently with traditional centralized data architectures due to their extensive volume, variety, velocity and variability. These characteristics demand scalable architectures for efficient storage, manipulation and analysis.
Enterprise Architecture - An Introduction from the Real World Daljit Banger
ย
The attached slides where presented at a BCS EA SIG organised event hosted by Deloitte in Edinburgh on the 24th April 2017.
Slide 7 is not rendered as I wish to protect the IP, however will publish soon
Business architecture is a business driven disciplined process that decomposes the enterprise business goals and strategies, the assets and processes required to execute them as well as identify their impact on business goals. Business architecture provides a blueprint of the enterprise that provides a common understanding of the organisation and is used to align strategic objectives and tactical demands.
Slides from a presentation given by Paul Turner to meetings of IIBA UK on 16 July and 12 August 2014.
Much has been written about technical and solution architectures, without due attention being given to how these work together with the Business Architecture.
It is easy to believe that those who are involved in business analysis, requirements definition and systems modelling do not need to consider the Business Architecture at all. This could not be further from the truth. This talk explains the rationale behind Business Architecture, what its main components are and why Business Analysts should ensure that they understand it and the influence it is likely to have on their work.
Palestra sobre Gestรฃo de Documentos, ministrada pela consultora Claudiane Nazรกrio, dando continuidade ao projeto da disciplina โGestรฃo da Informaรงรฃo e Conhecimentoโ do curso de Biblioteconomia da UFMG.
This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
https://flevy.com/browse/business-document/food-and-beverage-company-business-capability-model-3608
DOCUMENT DESCRIPTION
A business capability model for a food and beverage company. To be used as a core document for Enterprise Architects and EA work. Also very valuable to Business Architects and Business Architecture projects/programmes.
O objetivo de uma arquitetura corporativa รฉ fornecer estruturas e ferramentas para permitir que as organizaรงoes desenvolvam e implementem sua estratรฉgia de negocio. ร um recurso para informaรงรฃo tecnologica correta. A arquitetura empresarial privelegia os modelos de operaรงรตes de negocios e indica como desenvolver uma infra estrutura de negocio.
ValueFlowIT: A new IT Operating Model EmergesDavid Favelle
ย
ValueFlow IT has synthesised the old and the new of IT management frameworks into a multi-speed operating model. This accommodates the different pace layers (thanks Gartner) of the portfolio and tunes the IT organisational structures processes and tools.
Vamos alรฉm do bรกsico e mostrar nesta seรงรฃo como o TOGAF รฉ utilizado de forma prรกtica, considerando aspectos elementares para o sucesso de uma iniciativa de Arquitetura baseada em TOGAF.
Introduction to Enterprise architecture and the steps to perform an Enterpris...Prashanth Panduranga
ย
This presentation was used to introduce Enterprise Architecture, Introduction to how to perform an Enterprise Architecture Assessment followed by TechSharp introduction.
Deliverables in the presentation is not clear, the slides represent what was shown as part of the demo.
List of deliverables:
Application Rationalization framework
Portfolio Analysis framework
Road Map
Current state analysis
Target State establishing process
System Context
System Landscape
Reengineering The IT Operating Model to Embrace The Power Of The Cloudaccenture
ย
Cloud winners and losers: Massively scalable and resource-elastic businesses are clobbering incumbents. Why?
Because many traditional businesses have failed to realize the full power of the cloud. They have simply taken the new technology and deployed it using their existing IT operating model.
Your Challenge
Organizations have to adapt to a growing number of trends, putting increased pressure on IT to move at the same speed as the business.
The business, seeing that IT is slower to react, looks to external solutions to address its challenges and capitalize on opportunities.
IT and business leaders donโt have a clear and unified understanding or definition of an operating model.
Our Advice
Critical Insight
The IT operating model is not a static entity and should evolve according to changing business needs.
However, business needs are diverse, and the IT organization must recognize that the business includes groups that consume technology in different patterns. The IT operating model needs to support and enable multiple groups, while continuously adapting to changing business conditions.
Impact and Result
Determine how each technology consumer group interacts with IT. Use consumer experience maps to determine what kind of services consumer groups use and if there are opportunities to improve the delivery of those services.
Identify how changing business conditions will affect the consumption of technology services. Classify your consumers based on business uncertainty and reliance on IT to plan for the future delivery of services.
Optimize the IT operating model. Create a target IT operating model based on the gathered information about technology service consumers. Select different implementations of common operating model elements: governance, sourcing, process, and structure.
Here we talk about technologies such as Virtualization and WiMAX. The technologies are cost-effective and provide a high QoS. Thus an ideal candidate for Organizations and SMB enterprizes.
API Documentation Workshop tcworld India 2015Tom Johnson
ย
This is a workshop I gave on API documentation at tcworld India 2015. The workshop covers 3 main areas:
- General overview of API documentation
- Deep dive into REST API documentation
- Deep dive into Javadoc documentation
Introduction to Enterprise Architecture Leo Shuster
ย
If you ever wanted to find out what Enterprise Architecture was, this is the presentation for you. It gives you a basic understanding of Enterprise Architecture, its goals, objectives, and benefits.
What Can We Do With The ArchiMate Language?Iver Band
ย
Last year, the Open Group released version 3.0 of the ArchiMateยฎ standard, which provides a language with concepts for describing enterprise and solution architectures, a framework for organizing these concepts, a graphical notation for these concepts, and recommendations for viewpoints, which are visualization templates that address the concerns of particular stakeholders. The standard is public and free for end users. It can be extended through specialization of its concepts and relationships, and is supported by an increasing number of tools, consultancies and training organizations.
We use a fictitiousโbut realisticโcase study to describe what we can do with the ArchiMate language. Each of the sections in this article presents one or more views of an ArchiMate model that tells a story about the collection and analysis of Big Data to create business value. Big Data consists of datasets that cannot be handled efficiently with traditional centralized data architectures due to their extensive volume, variety, velocity and variability. These characteristics demand scalable architectures for efficient storage, manipulation and analysis.
Enterprise Architecture - An Introduction from the Real World Daljit Banger
ย
The attached slides where presented at a BCS EA SIG organised event hosted by Deloitte in Edinburgh on the 24th April 2017.
Slide 7 is not rendered as I wish to protect the IP, however will publish soon
Business architecture is a business driven disciplined process that decomposes the enterprise business goals and strategies, the assets and processes required to execute them as well as identify their impact on business goals. Business architecture provides a blueprint of the enterprise that provides a common understanding of the organisation and is used to align strategic objectives and tactical demands.
Slides from a presentation given by Paul Turner to meetings of IIBA UK on 16 July and 12 August 2014.
Much has been written about technical and solution architectures, without due attention being given to how these work together with the Business Architecture.
It is easy to believe that those who are involved in business analysis, requirements definition and systems modelling do not need to consider the Business Architecture at all. This could not be further from the truth. This talk explains the rationale behind Business Architecture, what its main components are and why Business Analysts should ensure that they understand it and the influence it is likely to have on their work.
Palestra sobre Gestรฃo de Documentos, ministrada pela consultora Claudiane Nazรกrio, dando continuidade ao projeto da disciplina โGestรฃo da Informaรงรฃo e Conhecimentoโ do curso de Biblioteconomia da UFMG.
This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
https://flevy.com/browse/business-document/food-and-beverage-company-business-capability-model-3608
DOCUMENT DESCRIPTION
A business capability model for a food and beverage company. To be used as a core document for Enterprise Architects and EA work. Also very valuable to Business Architects and Business Architecture projects/programmes.
O objetivo de uma arquitetura corporativa รฉ fornecer estruturas e ferramentas para permitir que as organizaรงoes desenvolvam e implementem sua estratรฉgia de negocio. ร um recurso para informaรงรฃo tecnologica correta. A arquitetura empresarial privelegia os modelos de operaรงรตes de negocios e indica como desenvolver uma infra estrutura de negocio.
ValueFlowIT: A new IT Operating Model EmergesDavid Favelle
ย
ValueFlow IT has synthesised the old and the new of IT management frameworks into a multi-speed operating model. This accommodates the different pace layers (thanks Gartner) of the portfolio and tunes the IT organisational structures processes and tools.
Vamos alรฉm do bรกsico e mostrar nesta seรงรฃo como o TOGAF รฉ utilizado de forma prรกtica, considerando aspectos elementares para o sucesso de uma iniciativa de Arquitetura baseada em TOGAF.
Introduction to Enterprise architecture and the steps to perform an Enterpris...Prashanth Panduranga
ย
This presentation was used to introduce Enterprise Architecture, Introduction to how to perform an Enterprise Architecture Assessment followed by TechSharp introduction.
Deliverables in the presentation is not clear, the slides represent what was shown as part of the demo.
List of deliverables:
Application Rationalization framework
Portfolio Analysis framework
Road Map
Current state analysis
Target State establishing process
System Context
System Landscape
Reengineering The IT Operating Model to Embrace The Power Of The Cloudaccenture
ย
Cloud winners and losers: Massively scalable and resource-elastic businesses are clobbering incumbents. Why?
Because many traditional businesses have failed to realize the full power of the cloud. They have simply taken the new technology and deployed it using their existing IT operating model.
Your Challenge
Organizations have to adapt to a growing number of trends, putting increased pressure on IT to move at the same speed as the business.
The business, seeing that IT is slower to react, looks to external solutions to address its challenges and capitalize on opportunities.
IT and business leaders donโt have a clear and unified understanding or definition of an operating model.
Our Advice
Critical Insight
The IT operating model is not a static entity and should evolve according to changing business needs.
However, business needs are diverse, and the IT organization must recognize that the business includes groups that consume technology in different patterns. The IT operating model needs to support and enable multiple groups, while continuously adapting to changing business conditions.
Impact and Result
Determine how each technology consumer group interacts with IT. Use consumer experience maps to determine what kind of services consumer groups use and if there are opportunities to improve the delivery of those services.
Identify how changing business conditions will affect the consumption of technology services. Classify your consumers based on business uncertainty and reliance on IT to plan for the future delivery of services.
Optimize the IT operating model. Create a target IT operating model based on the gathered information about technology service consumers. Select different implementations of common operating model elements: governance, sourcing, process, and structure.
Here we talk about technologies such as Virtualization and WiMAX. The technologies are cost-effective and provide a high QoS. Thus an ideal candidate for Organizations and SMB enterprizes.
This is the basic knowledge of an IT Infrastructer.Which help to understand the requirment of IT ,Clients ,server and the work flow of the Information. The network connection and the Layars of OSI model to understand how the data is moving in a network.
Across the learning journey: Using ePortfolios to support continuing professi...ePortfolios Australia
ย
EPortfolio use has gained momentum over recent years and many university programs now include ePortfolios across their curriculum. ANMAC Nursing and Midwifery requirements are extensive, embedding ePortfolios throughout the dual degree of Bachelor of Nursing Science and Bachelor of Midwifery is considered a suitable method for students to collect and store evidence required for registration, provide excellent examples of their work and how it links with registration standards. EPortfolios were implemented in the first year of the dual degree at the University of the Sunshine Coast and continue across all 4 years of the studentโs learning journey. Each semester when students are on placement they can reflect and record their ongoing evidence of clinical experiences, so that the ePortfolio becomes a reflective digital record of their nursing and midwifery practice. EPortfolios provide clear links between clinical and professional development a skill, which is essential for the ongoing registration requirements of life-long learning post-graduation.
Top 10 infrastructure interview questions with answerskirstymoore071
ย
In this file, you can ref interview materials for infrastructure such as, infrastructure situational interview, infrastructure behavioral interview, infrastructure phone interview, infrastructure interview thank you letter, infrastructure interview tips โฆ
The Business vs. IT: Canโt We All Just Get Along?eprentise
ย
It is no surprise that IT is not always aligned with business goals. The conflicts arise because IT is often unaware of how the business uses the systems that IT is responsible for installing and supporting, and the business is often unaware of exactly what is involved in an IT project. There are several other reasons for the disconnect between IT and the business.
View the original Blog post: http://www.eprentise.com/blog/return-on-investment-analysis/the-business-vs-it-cant-we-all-just-get-along/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
Large enterprises face significant challenges getting disparate parts of the business to work together. Inaccurate forecasts, contradictory information, and the inability to address compliance requirements result in increased costs and risks. Multiple instances, different charts of accounts, and a lack of governance and control result in silos of information known to fewโbut not available to allโand multiple sources of truth, resulting in decisions made and corporate actions taken based on misinformation. This article examines how silos impair financial operations, how they create barriers to growth and innovation, and what you can do to remove them.
View the original Blog post: http://www.eprentise.com/blog/the-changing-enterprise/the-tower-of-babel-removing-the-silos/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
Time to Grow, Part 1: Questions CFOโs can Ask About Their Oracleยฎ E-Business ...eprentise
ย
The economy has begun to show signs of recovery. Companies are reporting stronger earnings. Except for what might have been a technical or systemic anomaly, stock indices are on the rise. Unemployment claims are dropping and jobs are slowly being created. Companies that have been hanging on to cash are in a good position to spend it on deals or to hire back workers. In other words, the economy is positioned for growth.
View the original Blog post: http://www.eprentise.com/blog/the-changing-enterprise/time-to-grow-part-1-questions-cfos-can-ask-about-their-oracle-e-business-suite-systems/
View Part II of this blog: http://www.eprentise.com/blog/the-changing-enterprise/time-to-grow-part-2-improving-back-office-productivity-with-one-simple-fix-for-oracle-e-business-suite/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
Mantralogix how to plug slow profit leaksMantralogix
ย
Reclaiming Profit with Fresh Perspective
Mid-market companies are the main driver of our economy and the number one contributor to the gross domestic product (GDP).
At the outset of creating a business, the owner(s) and/or employees that are in place create paper-based processes, which allow the company to start up and grow.
As the company grows, one of two things usually happens. The company owner(s) stays involved and deeply analyzes every process, which can sometimes create analysis paralysis and slow down growth. The better option is for the owner(s) to connect with trusted industry partners to focus on change management elements so they themselves can focus on their core business.
Series of presentations from the MantraVision Caribbean 2016 Event held on April 20th by Mantralogix Inc.
http://insights.mantralogix.com/mantravision-caribbean-2016
Itโs happening company-wide: Different divisions, from accounting to purchasing, are looking to cut down on costs and reduce inefficiencies in an attempt to ride out the latest economic tides. This belt-tightening attitude can be seen in the significant layoffs of recent years, and in the aversion companies have toward participating in internal projects that do not yield an earnest return on investment. The result is that the same divisions that once relied on more staff to share the workload, or those which were better equipped to handle their responsibilities, are now using workarounds just to get the job done.
View the original Blog post: http://www.eprentise.com/blog/the-changing-enterprise/what-workarounds-really-mean/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Everyone Takes a Hit - What You Can Do About It - 5 Key Business Metrics and ...eprentise
ย
Before the onset of the recession and the meltdown in the financial sector, for businesses addressing change meant adapting to more cash coming in and what to do with it to keep investors happy or adapting to unprecedented growth โ one of those โgood problems to haveโ. Organizations were looking at 3, 5, and 7 year strategic plans with upwards of 20% growth year over year. A company doing $100 million in revenue might have had plans to double in size in four or five years.
View the original Blog post:http://www.eprentise.com/blog/return-on-investment-analysis/everyone-takes-the-hit-what-you-can-do-about-it-5-key-business-metrics-and-oracle-e-business-suite/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
What Would Happen if You Sold Part of Your Business?eprentise
ย
Deciding what information to share and what information to keep private is one of the most critical decisions companies face when they decide to sell part of the company. Sharing too much information allows competitors to identify advantages to use against the parent company. Keep irrelevant information may result in unnecessary costs, such as excess storage, maintenance, and disaster-recovery charge.
View the original Blog post: http://www.eprentise.com/blog/divestiture/what-would-happen-if-you-sold-part-of-your-business/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
For creating a successful business case for cloud storage, there are certain things that you need to look you, which also counts in the benefits and risks. Here is a detailed explanation on how you can design an efficient cloud storage business case for your organization.
Insights Success proudly presents an exclusive edition of โThe 10 Most Recommended Enterprise Document Automation Solution Providers, 2018โ. The magazine features some distinctive companies with remarkably scalable, flexible and adept document automation solutions which are enabling associates to see beyond horizons.
Insights Success proudly presents an exclusive edition of โThe 10 Most Recommended Enterprise Document Automation Solution Providers, 2018โ. The magazine features some distinctive companies with remarkably scalable, flexible and adept document automation solutions which are enabling associates to see beyond horizons.
Business Intelligence (BI): Your Home Care Agency Guide to Reporting & InsightsAlayaCare
ย
This 15-page document will inspire and guide you through WHAT business intelligence (BI) is, and WHY data analytics should be top of mind for your home care agency. Furthermore, this guide will help you answer HOW you know itโs time to consider looking into a BI tool, while providing you with a few tips and tricks to get started.
2- Before start writing your projectpresentation, read and anal.docxeugeniadean34240
ย
2- Before start writing your project/presentation, read and analyze the teaching notes.
3- The structure of your project report should include the following items:
1. Introduction. What are the key aim/purpose and objective and briefly summarize the key factors of the situation that drive your subsequent argument.
2. The body text.
A. First: Describe, review and critically evaluate the literature.
B. Second: Identify the aspects of managing technology and innovation for the selected product/service
C. Briefly describe what variables that might be used for internal or external innovation or the knowledge management and organizational learning
D. What is the nature of technology? How does the management respond to the various technological challenges?
E. what are the key issues that the management should address in implementing an innovation.
4. Summary and Conclusion: wrap up the whole stuff together, reflect about the product/service and show what lessons have been learned? Also it will be helpful to make few recommendations. The recommendation should be practical, consider the costs and benefits.
5. Make sure that the text is easy to read and follow and consider using bullets, headings, etc.
6. The group/individual name should appear on each page and pages should be numbered.
7. The presentation should be power points and at no smaller than Font 12,
8. As specified in the course schedule, student/group is/are required to submit one hard copy in the class and a soft copy of the presentation should be sent to the
Page 1 of 1
โEmstar Express Flyerโ Management Report
Executive Summary
The main purpose of the report is to provide the effective recommendation to the โEmstar Express Flyerโ company on the analysing the available opportunities and predictabilities of the information systems that effectively ensemble the business requirements of the company. It is observed that in Emstar the management of the information concerning the customers, company products and inventory, contact details of the company, scheduling of jobs and order deliveries was multifaceted. The Emstar information system of the company provides effective advantage to the company to manage its crucial business information effectively. However, with the utilization of the information system the company is required to consider the systems security by using the effective security strategies of using the licensed software and security tools and utilization of passwords to restrict the system access of the unauthorized users. However, the utilization of the enterprise resource planning different information system modules will assist the company to make use of information system effectively to support the business operations and decision making and for conducting successful strategic planning of the business to attain competitive advantages.
Table of Contents
Executive Summary2
Introduction5
Emstar Organizational Management for Implementing.
This is the first in a series of articles designed to help the more technical people understand the business. They are intended as general reference material.
View the original Blog post: http://www.eprentise.com/blog/basic-accounting/basic-accounting-for-it-part-i/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Analyzing data quickly for the most relevant information allows you to make informed decisions at the time they matter most: In the moments before a promising prospect turns into a lost opportunity. But the sheer volume of data involved in making business decisions continues to grow exponentially by the day. In addition, the ability to access pertinent information quickly depends on how the data in your Oracle E-Business Suite (EBS) is structured, and whether it is complete, consistent and correct.
View the original Blog post: http://www.eprentise.com/blog/r12/you-cant-find-it-if-its-not-there/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracleยฎ E-Business Suite.
Career Opportunities Of a Chartered Accountants and Uses of IT in itDivyansh Jain
ย
Hi everyone, I am Divyansh an aspiring chartered accountant. I started preparing for CA in 2012. In these few year, I came to know that Finance is a very vast sector and a Chartered Accountant can work in any field he wants. So I had made this presentation for my ITT training which I felt to share to everyone. Thanks for reading.
Stemmons Enterprise The Future of Work is NowJay Nowlin
ย
In a quest for efficiency and availability in operations, two brothers developed a better way to work...Stemmons. Stemmons uses a new transparent communication platform to create unprecedented enterprise visibility, break down silos, centralize and analyze data to create better business intelligence, standardize processes and automate reporting that resulted in amazing improvements in efficiency, quality control, productivity and business intelligence. In its 4th year of use at their company, Boxer Property it is now available to all companies and industries. It is being used by small and large companies alike, including some of the most recognizable companies in financial, manufacturing, service, legal, food service, commercial real estate, government Its
Similar to How To Create Small Business Infrastructure (20)
A handy one-page tool (designed in MS PowerPoint) that you can use to figure out your small business' supply chain. Download and complete this slide for each of your organization's product lines or service offerings.
Going Remote: A Behind the Scenes Look at Digitizing Your Small BusinessEquilibria, Inc.
ย
The small business failure rate was already dismal pre-COVID and now itโs worse. The pandemic has both budding and seasoned entrepreneurs scrambling to figure out how to safely service their customers while keeping the proverbial lights on. In this workshop, we will pull back the curtain on what it takes to successfully transition to remote and/or contactless operations.
Key Takeaways:
1. Access a proven framework for building a flexible business infrastructure that supports remote operations.
2. Identify the specific people, processes, and tools you will need to facilitate remote operations.
3. Learn what a Business Continuity & Disaster Recovery Plan is and how it can help mitigate forced shutdown risks.
4. Discover free and low-cost tools and technologies to leverage in going remote and how to integrate them.
This slide deck was originally presented by Alicia Butler Pierre to Texas Woman's University on Nov. 10, 2020.
3 Tools to Build Business Immunity from COVID-19Equilibria, Inc.
ย
No one likes to think of doom and gloom, but itโs better to be prepared than caught off-guard. As entrepreneurs and executives, we have a particular resilience that lends itself well to leading through crisis. In this presentation, youโll learn about three tools to protect your most mission-critical operations and workflows: 1) Pre-Mortem, 2) FMEA, and 3) Disaster Recovery & Business Continuity Plan. Specifically, youโll discover what these tools are, why your business must have them, and how to implement them. Combined, they serve as powerful antibodies to stave off the dangers of declining revenue during disasters like the Coronavirus pandemic. Conversely, they can also serve as a catalyst if your business needs to increase bandwidth during disaster.
How to Perform Job Task Analysis in a Small Business 2.0Equilibria, Inc.
ย
This is the story of Emily Miller and how she used a job task analysis to save her thriving non-profit organization from implosion. Although the non-profit is growing, Emily learned that the board of directors wants to replace her. They believe she does not possess the skills to take the non-profit to the next level. In a proactive move to salvage her reputation, she hires a consultant who introduces her to business infrastructure, specifically a Business Parts Analysis. Find out how this consultant helps her save the non-profit while keeping Emily's reputation intact.
Beyond the Click: SlideShare as a Lead Generation ToolEquilibria, Inc.
ย
SlideShare is one of the world's largest content marketing platforms. Yet, many businesses (of all sizes) and subject matter experts are still unaware of its potential as a viable source of leads.
This case study, originally presented at the 2016 Minitab Insights Conference, documents the journey I took in determining if I could apply Six Sigma techniques to analyze data from SlideShare and eventually use those insights to increase my company's online sales.
That is in fact, the million dollar question - "What happens beyond a content viewer's click? Can an increase in content engagement lead to an increase in online sales"?
Find out the answer in my presentation!
It includes a process flow map as well as a summary of all project deliverables.
Quick Access Guide to Filing State Tax Returns in AmericaEquilibria, Inc.
ย
Do you make money in America? If so, then you may find this guide helpful. In addition to filing a federal tax return, you also must file a state tax return. This guide gives a regional breakdown of the United States along with direct links to each stateโs revenue website so that you can quickly learn how and when to file a tax return. Avoid future headaches, late fees and failed audits by educating yourself ahead of tax time. Youโll not only save yourself stress, but time and money too!
How To Use H.R. Processes to Avoid the Peter Principle - Bad PromotionsEquilibria, Inc.
ย
The Peter Principle: "In a hierarchy, every employee tends to rise to his level of incompetence". This presentation introduces a tried and tested method for avoiding the risks and costs with making bad promotions (avoiding the Peter Principle. It includes a detailed Q&A session with two H.R. experts as well as process improvement tips from our founder, an expert in process design and engineering for small businesses. There's also a link on the last page to a full blog article that explores this topic in more detail.
Customers are the lifeline of any business, regardless of size or industry. Saying "thank you" to them can go a long way in preserving your company's reputation and the perceived value of your products and services. This presentation gives ideas (and real life examples) on how to create mutually beneficial relationships with your customers.
One wasteful place where money flows out the door in small businesses is in late fees. Invoices get paid late when they are out of sight. Having an accounts payable process in place that includes visual cues can reduce, even eliminate paying fees, fines and penalties associated with missed or past due invoices.
This is an example dashboard that shows the key performance indicators that a moving company used to get a snapshot of its performance in all areas of the company. Use this as a guide for creating your own project or company's dashboard to quickly share operational data with others.
Info Flow Analysis for Agile Software DevelopmentEquilibria, Inc.
ย
This flowchart represents the flow of information for each category of data for a company preparing for the next stage of its document management software's development (using the Agile process). See www.aliciabutlerpierre.com for more details.
Example Call Center Work/Information Flow DiagramEquilibria, Inc.
ย
There are bound to be times when your customer support team encounters a problem dealing with customers. You have no control over what customers say or do, but you do have control over how team members respond to questions or complaints in an efficient and productive way. With a combination of competent team members, well-written scripts and the right technology, your business can attract and retain happy and loyal customers.
Process maps (flowcharts) are one tool companies use to ensure team members know how to address customer support questions, escalate issues, and route calls. In this presentation, we begin with a process map given to employees working in a call center to screen job candidates. If you enjoy working with flowcharts, youโll love this method to investigate your own customer service model. More process map templates are available for download at www.eqbsystems.com/shop. Thanks for watching!
How to Sync MS Outlook Email, Calendar & Contacts with iPhone4s & iCloudEquilibria, Inc.
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If you are a former or current Blackberry user and you're thinking about converting to an iPhone, this flow diagram will help you learn how to get your new iPhone to mimic Blackberry's email, calendar and contacts synchronization. Understanding the limitations of both the iTunes and iCloud apps are key.
This mind map provides a one-page snapshot of those elements to take into consideration when developing and executing a marketing strategy for small businesses.
How to Link Your Social Media Activities into a Process that Builds Your Pers...Equilibria, Inc.
ย
This flow diagram is designed to get you thinking about how you can strategically link your social media activities and measure the subsequent results against your sales goals. Whether you are a small business owner looking to increase brand awareness or you want to increase your chances of finding a job via self-promotion, I hope you find this example diagram to be valuable in your efforts.
Hidden in Plain Sight - How Entrepreneurs can Find Waldo through Small Busine...Equilibria, Inc.
ย
This presentation is designed to show how and why business processes are vital to the sustainability, scalability and success of growing small businesses.
This flow diagram highlights the two key phases of properly managing the contact information of potential clients and referral sources. The first phase, "Set-Up," emphasizes the importance of setting up a system for storing, entering, and even merging contact data into one place. It is in the second phase, "Follow Up," where according to Terry Arrington, money is to be made. 80% of most potential sales are NOT closed because of poor follow-up.
This example accounts receivable processes is intended for small businesses looking to create consistency in their Accounting activities. Get more processes at: www.eqbsystems.com/smallbusinessprocesses.html
Paper Records Management Case Study - Small BusinessEquilibria, Inc.
ย
This case study highlights a real-life small business problem and the specific actions that were taken to de-clutter, categorize and protect sensitive paper records. This case study is the fourth in a series of 7. Visit my profile to view the others.
Performing a Job Task Analysis in a Small Business - a Case StudyEquilibria, Inc.
ย
This case study highlights a real-life small business problem and the specific actions taken to categorize the business into departments while properly allocating the right tasks to the right staff. This case study is the first in a series of 7. Visit my profile to view the others.
"๐ฉ๐ฌ๐ฎ๐ผ๐ต ๐พ๐ฐ๐ป๐ฏ ๐ป๐ฑ ๐ฐ๐บ ๐ฏ๐จ๐ณ๐ญ ๐ซ๐ถ๐ต๐ฌ"
๐๐ ๐๐จ๐ฆ๐ฌ (๐๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
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โญ ๐ ๐๐๐ญ๐ฎ๐ซ๐๐ ๐ฉ๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ:
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โขCHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
โข WOW K-Music Festival 2023
โข Winner [CROSS] Tour in HCM
โข Super Show 9 in HCM with Super Junior
โข HCMC - Gyeongsangbuk-do Culture and Tourism Festival
โข Korean Vietnam Partnership - Fair with LG
โข Korean President visits Samsung Electronics R&D Center
โข Vietnam Food Expo with Lotte Wellfood
"๐๐ฏ๐๐ซ๐ฒ ๐๐ฏ๐๐ง๐ญ ๐ข๐ฌ ๐ ๐ฌ๐ญ๐จ๐ซ๐ฒ, ๐ ๐ฌ๐ฉ๐๐๐ข๐๐ฅ ๐ฃ๐จ๐ฎ๐ซ๐ง๐๐ฒ. ๐๐ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐ ๐ญ๐ก๐๐ญ ๐ฌ๐ก๐จ๐ซ๐ญ๐ฅ๐ฒ ๐ฒ๐จ๐ฎ ๐ฐ๐ข๐ฅ๐ฅ ๐๐ ๐ ๐ฉ๐๐ซ๐ญ ๐จ๐ ๐จ๐ฎ๐ซ ๐ฌ๐ญ๐จ๐ซ๐ข๐๐ฌ."
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
ย
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Improving profitability for small businessBen Wann
ย
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Skye Residences | Extended Stay Residences Near Toronto Airportmarketingjdass
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Experience unparalleled EXTENDED STAY and comfort at Skye Residences located just minutes from Toronto Airport. Discover sophisticated accommodations tailored for discerning travelers.
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LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
ย
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.๐คฏ
We will dig deeper into:
1. How to capture video testimonials that convert from your audience ๐ฅ
2. How to leverage your testimonials to boost your sales ๐ฒ
3. How you can capture more CRM data to understand your audience better through video testimonials. ๐
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
ย
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
ย
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
ย
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
ย
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
1. Is Business Infrastructure the Herculean Strength
or
Achillesโ Heel of Your
Growing Company?
A White Paper
Equilibria, Inc.
Page 2 of 15
Disorganization, inconsistency and task redundancy make up the Achillesโ heel of many
offices and small businesses alike. In order to enhance your companyโs chances of
longevity, it is important to first recognize the Achillesโ heels and turn them into Herculean
strengths. This white paper explores three common Achillesโ heels of many small
businesses: Quicksand Construction, Paperwork Inertia, and the Electronic Abyss. Specific
strategies and tips are provided to convert these Achillesโ heels into the Herculean
strengths of Concrete Construction, Paperwork Fluidity, and the Electronic Sanctuary.
Hercules and Achilles, two celebrated mythical Greek heroes, originated as half-god,
half-human beings. However Hercules eventually attained perpetual life by receiving
deity status, whereas Achilles remained mortal. What led to their diverse paths?
Despite Achillesโ education and training, he was vulnerable because of his heel (Achillesโ
goddess mother immersed her son, with the exception of one of his heels, into the Styx
River hoping to make him wholly god.) It was on this vulnerable point that he was slain.
Hercules, while faced with many challenges and obstacles, chose a life of toil and labor
and ultimately achieved immortality.
Every small-business owner starts off wanting to conquer challenges and face them head
on, but some make it while others do not. The key is to manage your company for
success and perpetuity, not short-term fire-fighting.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
2. Page 3 of 15
Organizational Infrastructure
Just as you would never construct a building on
quicksand, the same should apply to building your
business. Unfortunately, for most small-business owners
the concept of business construction is abstract and
therefore is much more difficult to visualize.
By creating a company organization chart that
identifies not just the key players and their
departments but their job tasks as well, you will have
developed a concrete tool for structuring and
managing your company. Strong businesses have a
well-defined organizational infrastructure, regardless
of the number of employees.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 4 of 15
INFORMATION
ACCOUNTING LEGAL TECHNOLOGY
HUMAN
RESOURCES MARKETING MANAGEMENT
You can convert your companyโs foundation from quicksand to concrete by following six
simple steps:
1. On a sheet of paper, write an exhaustive list of all job tasks that must be
performed daily to keep your company running smoothly. This should include
everything from returning phone calls to preparing payroll.
2. Next, identify like job tasks. Then, on separate sheets of paper, write down the
tasks that can be grouped together: scan receipts, enter information into
QuickBooks, pay invoices, mail invoices, etc.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
3. Page 5 of 15
3. Assign a department name to each group of tasks and write it at the top of each
page. Although you may not think of your company in this manner, almost every
business has the following types of โdepartments:โ Legal, Accounting/Finance,
Sales, Marketing, Operations, Human Resources, and Information Technology.
4. Draw a line underneath the last job task per department page and think of who
would be responsible for executing those tasks even if you do not have the staff
or outside contractors currently in place. This step is key.
5. Using your computerโs word processing program, type brief job descriptions for
each employee or contractor you identified making sure to include those job
tasks previously identified in Step 2.
6. Last, assign a color to each department. Color association allows you as well as
your existing and future staff members to quickly locate information. Choose
colors that make sense to you and your staff. Because green is closely associated
with money, it may not be a bad idea to assign green to any accounting or
financial related information.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 6 of 15
The end result should be the basis for your newly established organizational infrastructure.
You can now use these departments and their associated colors to develop your
companyโs records management systems.
A well-defined organizational infrastructure will answer the following questions:
What needs to be done and who will do it?
How is my company organized into departments?
Which job functions will be outsourced and which will be performed internally
(full-time, part-time)?
Project time: Depending on the size of your company, you can complete this exercise in
approximately a week if you devote about two to four hours per day until completion.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
4. Page 7 of 15
Paper Records Management System
Paperwork, left unattended, can manifest into crowded
desktops, overstuffed inboxes, and unnecessary furniture
storage. As a small-business owner, you have to work the
paper, not let the paper work you! The implications of
paperwork inertia can be costly and can even lead to
potential legal incriminations.
Having a solid paper records management system is the way to ensure that paperwork
flows into the proper storage place and that it can easily be retrieved when needed.
You can convert your companyโs paperwork inertia to paperwork fluidity by following
these steps:
1. Write the name of each department of your company (from the organizational
infrastructure exercise) at the top of separate sheets of paper. These departments
will now become the main categories by which you will group your paperwork.
Additional categories may be Hot File, Periodicals, CDs, and Catalogs.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 8 of 15
2. Take inventory of all paperwork. Classify and record information (contracts,
business plan, client files, invoices, etc.) onto the appropriate category page. For
paperwork that you no longer need, consider shredding or recycling.
3. Using your computerโs word processing or spreadsheet program, type the
information in a tabular, outline format where the main heading is the main
category. Other columns should include: Naming Convention, Purging Cycle,
and Archiving Location. The naming convention determines how paperwork is
filed-- under a clientโs last name, first name or business name? The purging cycle
ensures that documents are reviewed at least once a year to assess their
relevance. Determining the archiving location answers the question, can my files
be retained in-house or off-site? Small businesses that retain large amounts of
paperwork may consider off-site storage for information that does not need to be
accessed on a daily basis. Investing in an off-site storage facility for $50 per month
is quite cost-effective when compared to renting extra office space.
4. Count the total number of paper files per category to assess the number of
materials you will need to create your new system. Consider the type of labeling
system you will use. Office supply stores carry templates for file folder labels and
tabs. The example below shows a labeling system for color coding files according
to the main category and individual paper file names within that category.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
5. Page 9 of 15
5. Determine the optimal storage solution for your files. Hanging files with file folders
that are placed in lockable, fireproof cabinets work well for paper files whereas
binders and magazine holders work well for magazines and newspapers. Desktop
files can also be used to house
current project or Hot File
information.
6. Print your paper file outline
and share with staff members ยฉ Copyright 2008. Equilibria, Inc.
responsible for maintaining the
system and anyone else who
needs access to the system.
This will ensure that people
know when and where to find
information without having to
rely on one person.
An effective paper records management system will ensure that paper-based
information is stored and retrieved quickly, consistently and with little effort. Having
information at your fingertips is critical to regulatory compliance and decision making.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 10 of 15
A great paper records management system will answer the following questions:
What types of storage units are needed to house the records and what is the
process for creating, naming, storing, purging and archiving a document?
Who will be responsible for maintaining the system?
Which information is public (available to all employees) and which is private
(restricted access)?
Project time: Depending on the size of your company, completing this task will take
about one month to inventory, set up and transfer files for approximately eight file
drawers worth of information, provided you are able to devote about two to four hours
per day until completion.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
6. Page 11 of 15
Electronic Records Management System
Although a 100% paperless operation may not be
realistic, a concentrated effort can certainly be made
to substantially reduce the amount of hard copies
within your office by instituting an efficient electronic
records management system.
Along with electronic records storage comes the
increased risk of losing data, which means that you
must take even more measures for protecting
documents in the event of a hard drive failure, fire,
flood, or theft.
You can establish boundaries for your electronic records management system and avoid
falling into an electronic abyss by following these steps:
1. Write the name of each department of your company (from the organizational
infrastructure exercise) at the top of separate sheets of paper.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 12 of 15
2. Take inventory of all electronic documents. Check files in networks, hard drives,
external hard drives, flash drives, CDs, DVDs, FTP (File Transfer Protocol) servers,
and other remote or offsite storage locations. In your search, determine whether
or not you need to keep the document. Record the names of files you intend to
keep onto the appropriate department page and be sure to record the current
location. Delete documents you no longer need; ensure they are also removed
from secondary storage locations that deleted items normally transfer to (i.e., the
recycle bin or the โDeleted Itemsโ folder in Outlook).
3. Using a word processing or spreadsheet program, type the information into a
tabular, outline format where the main heading is the main category. The other
columns should include Naming Convention, Purging Cycle, and Archiving
Location.
4. Assess the kind of storage equipment you will need by reviewing the number of
electronic documents to keep. Depending on the requirements of your
company, this may mean setting up a company network or an FTP server.
Consider whether or not restricted file access needs to be set up. It is very easy to
inadvertently delete a file, change its content, and create several revisions.
Restricted file access ensures tighter control over who has both read and write
capabilities within your company in accessing information electronically.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
7. Page 13 of 15
5. Begin setting up the main folders and necessary sub-folders onto the hard drive,
network, or FTP server. Using the inventory/outline list that youโve typed, transfer
the electronic documents to their new main folder or sub-folder.
6. Print your electronic file outline and share
with your staff members in charge of main-
taining electronic files and anyone else who needs access to the new system.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
Page 14 of 15
Depending on the volume of electronic documents your company must retain, you may
consider investing in a document imaging software solution. Once your documents are
organized and categorized, a document imaging specialist can offer a more
permanent, archival storage and protection solution to increase the security and speed
in locating your companyโs electronic data.
A great electronic records management system will answer the following questions:
What type(s) of data backup system will you use? Remote? External hard
drive? FTP server?
What is the process for creating, scanning, naming, storing, purging, and
archiving an electronic document and who is responsible for maintenance?
What information is sensitive and needs to have restricted access? Which
information is public (available to all employees) and which is private?
Project time: If your company has roughly 1,000 e-files to inventory, organize, and transfer
to one location, you can expect to spend at least one month in setting up your new
system, working at least four hours a week.
ยฉ Copyright 2008, 2010. Equilibria, Inc. All Rights Reserved. www.eqbsystems.com
8. Page 15 of 15
Small-business owners simply cannot thrive without the
help of trained staffers and documented systems to
facilitate manageable daily operations. This effort to
create a rock-solid business infrastructure is a marathon
and not a sprint.
Only through habitual exercising of the steps mentioned
above can your company achieve the golden egg of
longevity and become the Hercules of its industry.
This white paper, written by Alicia Butler
Pierre, originally appeared in the Atlanta Bar
Associationโs magazine. Alicia is an
Efficiency Engineer with Equilibria, Inc. and
may be contacted by:
Phone: 1.888.636.5999
Web: www.eqbsystems.com
LinkedIn: aliciabutlerpierre
Twitter: EfficiencyEngr
Email: info@eqbsystems.com
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