Course List


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


Learn HOW your prospect’s common business process 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 be better equipped to identify their pain points and bridge their problem to your solution. – This will help you 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’).

Automating Business Processes Sales Training

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Certified Efficiency Expert (CEE) Training

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.

Become a Certified Efficiency Expert


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

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Scanning documents can be highly profitable, if done correctly. Starting a business, or adding another revenue stream to your existing business, takes a bit of 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? This training can help you do just that!

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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 CEE 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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Customize ECM training for the enterprise

Most of our training courses can be customized for your company.

Complete Customization

Why build content from scratch when we can take some or all of our training content and customize it with your products and services. Your team gets quality ECM training content but with the ‘look and feel’ of your company.

Course Development

Perhaps you have a ton of content that you would like to put together into a training course for your team or your clients but don’t have the in-house talent to make it happen. Outsource the development to us. We’ll take your content, put it together in whatever format you would like, be it for classroom delivery or online self-study.

Training Partners

You’ve got a rock star training course and no delivery mechanism? Let’s partner! Our authorized instructors can deliver the training for your organization through classroom training virtually or in-person. Don’t let that material sit on the virtual shelf, let’s get it into the hands of your staff and / or clients today.
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