DMA2Go - Workflow [00:41:46m]:
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Gregory L. LaFollette CPA.CITP |
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DMA2Go Workflow Show NotesEpisode 5
Recorded June 24, 2008
Duration: 0:39:44 38.2 MB
Regular Guest: John Higgins, CPA.CITP, Principal at www.CPACrossings.com
Episode # 6 will record live on Tuesday, July 22, 2008 at 11:00am EDT at www.TalkShoe.com. Topic will be “Portals”.
History of workflow:
- Ability to print to PDF file
- Dual monitors
- PDF annotation tools
- PDFlyer from CCH
- Tic, Tie & Calculate from Acct1st
- Doc-It
- Firms then eliminated paper files
- Then the discovered the need for workflow
Concept of workflow
- in analog world the floor was the inbox & the credenza the outbox, or perhaps vice-versa
- notes were verbal
- relied on paper routing sheets
Software needs to evolve further — they are not as mature as many document management systems. Does workflow belong in tax, practice management, document management system, or stand-alone?
Tax status systems work well IF everything is a tax return! But it’s NOT! Is workflow sold by the quart, the pound, or the mile? What about document centric workflow. Some practice management systems have some workflow built in already.
- Thomson Practice CS
- Adobe Acrobat used to replicate paper routing forms
- Microsoft SharePoint
- XCM is the only stand-alone workflow system available today
Workflow systems like Thomson GoFileRoom attempt to duplicate the concept of a Redrope client file and add automatic routing, review notes, resolution, etc. Some firms want to track time, too — but workflow shouldn’t duplicate the time & billing component of a practice management system. Workflow is not necessarily scheduling programs like www.StaffTrack.com. Small firms might like Office Tools Pro or TimeMatters/Billing Matters from Lexis-Nexis.
DMA2Go - Episode 4 [00:50:28m]:
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Document Management for Accountants 2 Go
Episode # 4 – “Scanners”
Recorded live at www.TalkShoe.com — running time 50:28
Featuring John Higgins of CPA Crossings, LLC (www.cpacrossings.com)
a. Scanning devices
i. Types of scanners - Flatbed / Sheet-fed scanners / Hand-held /
Portable / MFP
ii. Evaluation criteria
iii. Popular models
b. Scanning software
c. Scanning best practices
www.CDW.com or www.NewEgg.com
Resolution / Speed / Duty Cycle / included software
www.Canon.com | www.Fujitsu.com | www.Ricoh.com
VRS from www.Kofax.com
FineReader from www.Abbyy.com
AcrobatPro from www.Adobe.com
OmniPage from www.Nuance.com
There are benefits in buying 2 “mid-range” scanners rather than 1 “high-end” scanner — redundancy / lower cost.
Next episode will be recorded on June 19, 2008 05:00 PM EDT
Voice mail at 800-456-0864 ext 2106
DMA2Go Episode 3 [00:55:04m]:
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Gregory L. LaFollette CPA.CITP |
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DMA2Go Show Notes
Episode 3
Recorded March 20, 2008
Duration: 0:55:04 50.4 MB
Featuring John Higgins of CPA Crossings, LLC
The CPA Technology Advisor’s Document Management System Product Selector
Components of review for DMS
1. Usability
2. Scanning
3. Integration
4. Workflow
5. Portal
6. Technology
Kofax VRS
Abbyy FineReader
Next recording on www.Talkshoe.com on May 7th, 2008 at 3:30pm CDT
Intersection Live
VM box for questions and comments: 800-456-0864 ext. 2106
DMA2Go Episode 2 [0:39:44m]:
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Gregory L. LaFollette CPA.CITP |
John Higgins CPA.CITP |
DMA2Go Show Notes
Episode 2
Recorded February 15, 2008
Duration: 0:39:44 37.2 MB
We’ve had many, many questions in the DMS (Document Management System) area and consequently thought it wise to dedicate a podcast series specifically to that area. We’ll discuss the role of
DMS, evaluation factors, various solutions, scanning options, workflow, portals, Adobe, etc.
Michigan Summer Management Information Show
June 25-26, 2008
Novi, MI
www.michcpa.org/Content/16601.aspx
AICPA TECH+
June 8-11th in Las Vegas at the Bellagio
Conference website:www.cpa2biz.com/
Logical divisions for electronic document systems are “storage vs. management” and “vertical vs. horizontal”.
Next recording date: March 20, 2008 11:00am EST
Topics: Evaluation factors / Productivity Survey®
DMA2Go-Episode-1 [0:50:55m]:
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DMA2Go Show Notes
Episode 1
Recorded January 11, 2008
Today’s show is an introduction of both John Higgins and the series as a whole. We’ve had
many, many questions in the DMS (Document Management System) area and consequently thought
it wise to dedicate a podcast series specifically to that area. We’ll discuss the role of
DMS, evaluation factors, various solutions, scanning options, workflow, portals, Adobe, etc.
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Gregory L. LaFollette CPA.CITP
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John Higgins CPA.CITP
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John Higgins, CPA.CITP
Document Management Selector
Question from reader in South Carolina about file and folder naming conventions
Question from listener (live) regarding scanner selection.
Next recording date: February 15, 2008 9:30am CST Topic: Document MANAGEMENT vs. Document STORAGE / Vertical vs. Horizontal solutions
