CEE (Certified Efficiency Expert)


CEE Certification

The CEE certification is for individuals who either go into the field and consult with companies regarding the efficiency and effectiveness of their business workflows or who are internal to an organization seeking to optimize existing workflow processes.

Who Should Get Certified

Efficiency Consultants

Independent or internal consultants

Workflow Analysts

Business Process Improvement Specialists


Business and Operations Managers

Career Choice

Anyone looking to expand their opportunities
Contact Us to Learn More

Certified Efficiency Expert (CEE) Training

This course helps train consultants or internal employees to recognize inefficiencies in business processes and to either build new effective workflows or optimize existing ones. The training fosters the understanding required to identify waste, redundancy, defects, and rework, which cause poor customer service, lack of ESG compliance, cost overruns, and the inability to get things done at the speed of today’s business.

Course participants will develop the skill set to isolate these inefficiencies and identify and map dependencies from process to process cross-functional departments and team members to team members. They learn to build a Findings Report that clearly shows the current state and provides proactive keys to a future state via an executable action plan.

Additionally, through this training, students are shown how a “systems thinking” mindset will enable them to look at any function or operation they encounter and identify ways of making it more efficient and effective.

Certified Efficiency Expert

Learn how to perform a business process analysis, analyze the data, and compare it against best-industry practices. Become a Certified Efficiency Expert!

Benefits of Becoming a
Certified Efficiency Expert

  • Certification demonstrates proficiency in Business Process Improvement.
  • Learn how to charge $$$ for your professional services.
  • CEE certification helps the student to stand out when applying for a job, seeking a promotion, or getting selected to manage a project.
  • Learn to identify “the cost of doing nothing” (costs of ignoring a problem).
  • The certification proves the individual can suggest effective workflow changes with measurable results.

The certified expert is well-positioned to make Business Process Improvement (BPI) a reality!

A CEE can show quantifiable financials to cost-justify the change. They can speak with executives and managers at a level that shows they understand business acumen, recommend effective technology that helps a company achieve its business and paperless objectives, and know how to use change management principles to ensure sustainable change.

Be an Efficiency Expert!

Skills and Knowledge Gained

  • Business Process Improvement
  • Enterprise Content Management (ECM) Technology
  • Information Management
  • Workflow Analysis
  • Document Imaging/Capture Solutions
  • Document Management
  • Efficiency Minded
  • Workplace of the Future
  • Trust & Confidence

Gained or Enhanced Capabilities

  • Digital Transformation
  • Streamline Workflows
  • Automate Workflows
  • Evaluate Software
  • Corporate Governance Guidance
  • Evaluate Vendors
  • Perform Needs Analysis
  • Establish Project ROI
  • Recommend/Implement Solutions
  • Generate a Comprehensive Findings Report

Benefits You'll Receive

  • Access to the Instructor’s Help
  • Assistance/Project Evaluations
  • Tools and Resources
  • Continuing Education
  • Job/Project Opportunities
  • Discounted Training Courses at ECM Institute
  • CEE Membership Status
  • Strategy Sessions
  • Networking Events/Meetups
  • High Demand for Your Skill

CEE Practitioner

Certified Efficiency Expert Level One is a Practitioner. They understand business efficiency, why it’s important, and how to sell it.
Certified Efficiency Expert Practitioner through ECM Institute

CEE Specialist

Certified Efficiency Expert Level Two is a Specialist. They specifically know how to perform a Business Process Analysis.
Certified Efficiency Expert Specialist

CEE Master

Certified Efficiency Expert Level Three is a Master. They have honed their craft through experience in the field.
Certified Efficiency Expert Master through the ECM Institute

Business Process Improvement

Concerning process improvement, today, there are various choices of software, hardware, and workflow solutions and many different ways to implement them – from on-premise and cloud-based to platform as a service (PaaS). It behooves the consultant, sales professional, or internal employee to understand where each one fits concerning the company’s specific business and technical requirements.

Use this form if you need more information and want to speak with the CEE Instructor.

CEE Inquiry

A new class starts every 4 – 5 weeks. We are in the EST time zone, with convenient class schedules accommodating morning, afternoon, or evening sessions.

Training Format

Virtual Instructor-led Class with a mix of self-paced eLearning, assignments, and an exam.