CEE (Certified Efficiency Expert)


Become a Certified Efficiency Expert

CEE Certification is a credential that is earned after students have taken the training and certification requirements to attain the designation. It proves the student is trained and knowledgable on all aspects of ECM technology / Information & content management; from workflow analysis and image capture to sales and system management.

About the Certified Efficiency Expert Levels

Certified Efficiency Expert: CEE

To achieve the level of CEE, a student must attend a three-day instructor-led training inside the classroom plus pass a post training online test. During the three days, curriculum covering multiple topics of ECM are deeply explored, in addition the student will undergo several evaluations and practical application assessments, as well as have the opportunity to create an assessment for a mock company. This course is very thorough and hands-on, culminating in the students’ ability to thoroughly comprehend business acumen and perform high-level needs analysis.


Students must understand the basics of ECM; document imaging, document management and their terminologies.

Check our calendar for the next available training date >>Training & Events Calendar

Certified Efficiency Master Expert: CEME

Becoming a Certified Efficiency Master Expert is a comprehensive process. CEE’s  will go through multiple trainings, demonstrate proof of performing successful needs analysis for their own client’s, document a case study and pass a final exam that will demonstrate they have the necessary skills and knowledge to to earn the CEME certification.

The trainings are delivered through a series of “blended learning” styles and are chosen by our senior instructor after a brief evaluation. The purpose of this evaluation is to identify any previous trainings, establish the levels of current experience and determine job skills needed for the students’ career path.


Prior to training for CEME, a student must have the CEE designation.

Become CEE Certified

Benefits of Becoming a
Certified Efficiency Expert

  • Having the certification proves the individual is competent to work on high-level ECM projects
  • Individuals with the designation have advanced skills in the industry
  • The breadth of education and training provided to earn the credential is broad and thorough, covering much of the components of ECM. Students that complete the training are highly adept, having gained an extraordinary, in-depth knowledge of the space.
  • CEE certification helps the student to stand-out when applying for a job or seeking a promotion
  • Employers can feel confident putting the CEE to work on high-level ECM projects
  • A CEE knows exactly how to make an operation or process more efficient

Certified Efficiency Master Expert Instructor: CEMEi

Teach the CEE and CEME courses. Partner with the ECM Institute and deliver training to your clients. If you are a CEME, all you need to qualify as an authorized instructor is to take our Train the Trainer course. Give your ECM Institute instructor a call to discuss the details of what this opportunity would mean for you.

Certified Efficiency Expert Company: CEEco

ECM companies that have more than 50% of a combination of their direct sales and technical staff that have earned the CEE designation can qualify to earn the CEEco approved status. The ratio must be maintained to keep the certification status.

For companies interested in obtaining the CEEco certification status, please call 774-241-3424 and talk to a customer service representative today to learn how to get your team certified or fill-out the form below and a representative will call you shortly.