Lorson Resources Limited's "Document Imaging and Electronic Document Management" 2-Day seminar course outline.

1. Course Document Imaging &
Title: Electronic Document Management
Course John Orth
Instructor Imerge Consulting
Grafton, Wisconsin, USA
COURSE This workshop is designed for technical and non-technical Records &
DESCRIPTION Information Management staff to provide a solid understanding of document
imaging systems: what they are, how they work, why they are needed, and
their technologies & methodologies in systems development. Participants will
also get a clear insight into the processes involved in imaging applications
which will assist in developing and managing such systems.
DISCUSSIONS  Document Imaging
INCLUDE:  Document Management (DM)
TECHNOLOGY -  Web Enabled DM Solutions
TOOLS  Content Management (CM)
 COLD: Computer Output to Laser Disk, also known as Enterprise Report
Management (ERM).
 Workflow
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 1

2. RECORDS  Records Definition
 Records Management (RM) Definition
 Records Management Drivers
 Records Management Applications
 Legal Use of Records
 Value of Records
 Cost of Records
 Legal Implications - The Bottom Line...
BENEFITS  Reduce costs
 Improve service
 Improve access to information
 Improve tracking accountability of records
 Improve security of information
 Develop a disaster recovery plan
 Begin business process reengineering by automating manual processes
 Reduce long-term storage costs
GOALS  Increased importance of - (environmental, customer service, disaster
recovery, regulatory requirements)
 Requirement to cut operating budget in poor economy
 Enhance customer/public service
 Enhance info sharing internally & externally
 Provide new/faster services
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 2

3.  Preserve historic documents
 Achieve statutory/regulatory requirements more effectively
 Provide document security – disaster recovery
 Stimulate, creativity, motivation, loyalty
OBJECTIVES Students will gain an understanding of how document imaging can be used and
managed in both small and large-scale organizations. Document imaging is the
process of taking documents out of file cabinets, and off shelves, and storing
them in a computer system. This course provides an understanding of the details
that there is often no time to review in the rush to implement a system. The
course content is intended to be useful to students in their professional work for
twenty years into the future and is also intended to be useful for planning to
preserve digital documents forever.
CONTENT On this course, students will learn about the technologies involved in:
SUMMARY  Designing/Setting standard criteria/requirements for a document
imaging/management system
 Scanning
 Importing
 Transmitting/distribution
 Organizing
 Indexing
 Storage
 Searching and retrieval
 Viewing/working with electronic documents/records and
Printing documents for document imaging systems, and archives.
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 3

4. OPPORTUNITY Computing Technology Industry Association (CompTIA) - CompTIA
FOR CDIA+™ Certification (See www.comptia.org). Students taking this course
CERTIFICATION have an opportunity to gain accredited certification in this study discipline. The
CompTIA Certified Document Imaging Architech (CDIA+) credential validates the
knowledge of professionals who deliver document imaging solutions. It is a
vendor-neutral certification that proves expertise in the technologies and best
practices used to plan, design, and specify a document imaging, management
system.
The industry recognizes CompTIA CDIA+ certification as a consistent, objective
way to evaluate imaging industry professionals. Several companies that provide
document imaging solutions value and support the CompTIA CDIA+ certification,
including Canon, Ricoh, Konica, Kyocera, Hyland Software, Bowe, Bell & Howell,
Fujitsu, Sharp, IBM and Panasonic.
CERTIFICATION CompTIA’s CDIA+ certification is the global standard of competency and
BENEFITS FOR professionalism in the document imaging / management industry. Supported by a
EMPLOYEES & network of industry leaders, it validates a professional’s level of expertise in the
EMPLOYERS technologies and best practices used to plan, design and specify a document
imaging / management system.
For employees, the benefits of this program include:
 Proof of professional achievement
 Enhanced job opportunities
 A viable career path
For employers, the benefits of this program include:
 Uniform document imaging standards
 Lower training costs
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 4

5.  Customer satisfaction
 Maximized efficiency in recruiting, hiring and training
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 5

6. INSTRUCTOR’S PROFILE
John W. Orth, CDIA
John was born and raised in Racine, WI and graduated from Marquette
University with a Nuclear Engineering Degree in 1962 and an MBA in 1965.
He has been professionally involved in medical imaging and document
imaging analysis for over 30 years. He retired as Imaging Systems
Manager for Data Financial Business Services in Mequon, WI in Sept 2007
where he specialized in image processing of paper checks and remittance
documents. He is currently a Principal Consultant for Imerge Consultants
in the field of Remittance Processing and Healthcare Enterprise Records Management. On Oct 28,
2004 the Federal Government’s Check 21 law became effective, legalizing the digital replacement of
paper checks for bank processing which has opened up a whole new field of image quality and
content management issues. John is currently a contributor to an Industry initiated standards
committee to set rules for minimum image quality standards required to produce a legal digital copy
which can be used to print a legible copy called a “substitute check” or IRD. He is also active in the
new ANSI standards for check image exchange that is becoming the national standard for electronic
check image clearing. He has served as project manager for several electronic document
installations for healthcare, government and commercial organizations and is familiar with computer
network security and disaster recovery requirements as well as the latest storage solutions for
imaging applications.
John achieved the CDIA, (Certified Document Imaging Analyst) certification in 2000 and the CDIA+
upgrade in 2004 and a certified CDIA+ instructor. He has been an active member of the AIIM
association since 1999, and is Past President of the Wisconsin Chapter of AIIM and serves on a
national technical advisory committee for the Association. He was recently elected as a principal in
the Imerge Consulting Group and their lead consultant for their HealthCare and Banking group.
John volunteers as a Director of the Ozaukee Habitat for Humanity Chapter, Docent for the
Discovery World in Milwaukee, and Choir member for St. Joseph’ Church in Grafton, WI. He has
recently also served on the Wisconsin State Legislative Review Committee on Nuclear Power to
provide the State Legislature with an update on the current developments in the Nuclear Power and
radioactive waste disposal Technology.
Contact: orth.john@gmail.com Tel: 414-331-2620
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 6

7. REGISTRATION FORM
Course title:
Location & Date of course:
Name of participant:
Position/responsibilities:
Organisation:
Telephone: Mobile: Fax:
E-mail:
Postal address:
What kind of background in records work do you have?:
How did you find out about the course?:
I have read and agreed to the conditions for training course registration outlined above.
Signature: Date:
Authorizing officer:
Name: Position:
Telephone: Fax:
E-mail:
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 7

8. Signature: Date:
REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:
1. Please ensure registration forms are properly filled out and more importantly authorization/approval for
registration indicated on the form before forwarding to Lorson.
2. All costs quoted are in US$.
3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate.
4. Payments must be made IN ADVANCE.
5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge.
6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. All
other companies please complete an International Wire Transfer. The details will be included on your invoice
from Lorson Resources Limited.
7. A 5% discount shall apply for groups of five (5) participants or more from one organisation.
8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materials
and certificate.
9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY
Substitute participants are permitted for individuals from the same company or organization. Substitution
requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days
before the first day of the registered program.
10. CANCELLATION POLICY
Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any
time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the
event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson
Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs
incurred by customers in making their travel arrangements.
Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special,
consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs of
replacement goods, business interruption and loss or damage arising out of registration for any of Lorson
Resources Limited's courses, programs, workshops or seminars.
ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO:
Lorson Resources Limited
PO Box 2235, 40 Northey Lane, Longdenville, Chaguanas, Trinidad, W.I.
Registrants who cancel their registration at least 15 days prior to the first day of courses will receive a
refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR
SEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY.
All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable.
PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO:
Lorson Resources Limited, PO Box 2235, 40 Northey Lane,
Longdenville, Chaguanas
Trinidad, West Indies
TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 8

9. Email: info@lorsonresources.com
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 9