Course List


Each of these courses can be customized to meet the specific ECM training goals of your enterprise.


Learn HOW your prospect’s workflows operate, i.e. how they pay their bills, file their student records or process a new-hire’s paperwork. Once you understand, you’ll see areas that need improvement. Now you can bridge that need to your solution. – SELL MORE!

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Want to sell more of your ECM solution?? This course is the next step for those realizing there is a change in the air! Byron Aulick, CDIA+, was quoted as saying “Take your eyes off the box, and you will sell more boxes!” This course teaches how to demonstrate the ‘value proposition’ specifically when selling ECM solutions (cloud or on-premise) or document conversion services (scanning). One that changes you from being a ‘salesperson’ to more of a subject-matter expert (‘trusted advisor’).

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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.


Learn how to conduct professional ECM Needs Assessments (which shortens the sales cycle). This training is not just a class, but a series of tools, guidance documents, and templates that will take any imaging professional through the entire needs assessment process. Learn how to shorten the sales cycle drastically!

Needs Assessment Report


Scanning is profitable (50% to 80% GP), but starting a business, or adding another revenue stream to your existing business doesn’t just happen overnight! It takes thought, research, preparation, a plan, and time – sometimes a lot of time! Wouldn’t it be nice if you could skip through all of that and get right to earning the bucks?

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This course is designed to introduce students to the fundamental concepts, acronyms, and terminology of document imaging technology. It’s merit stands-alone, or is a pre-requisite to CDIA training.


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Hands-on, high-volume batch scanning. Scanning paper files, whether your internal documents or your clients, the importance of it being done correctly is critical. This course teaches scanner operators, and their management what is necessary to successfully run the entire process of converting paper files to electronic format, and to do it efficiently.

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This training teaches you how to effectively use Kodak Capture Pro Software to scan documents in a mid to high-production business environment. Completely hands-on, the course provides students with little to no experience the skills necessary to effectively operate all features of the software.

Kodak Capture Pro Software - capture software

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Enterprise Customizable Training

All of our courses can be customized for your organization's training needs. Our content can be repurposed for collaboration with your product and services. This is the perfect option for training your sales force or technical staff on ECM technology and how it applies to your product line.