Consulting

PD&C welcomes the opportunity to explore ways to improve upon processes and procedures for every day workflow.  Our objective is to help identify areas in which there is a need for improvement to gain efficiency and to assist in finding ways to simplify workflow in key areas.  Let us show you how workflow consulting can eliminate inefficiencies and get the most out of the resources you already have in place. The consulting services provided are defined as follows:

Office Workflow Management:

     Information Management

     Administrative Process Workflow

     Operations Process Workflow

Document Management:

     Client & Non-Client File Organization

     Document Management Software Assessment

     Retention Policy Setup & Management

     Managing Client & Non-Client Email

     Working With & Sharing Documents

     File Routing

     File Destruction Procedures

     Onsite, Off-Site, Electronic & Hard Copy Storage Assessment

     Backup & Recovery 

Scan Workflow: 

     Calculating Hard Copy Volume vs Time

     Hardware Needs and Capabilities

     Workflow Efficiency Models

     Staff Needs and Capabilities

Disaster Recovery:

     Evaluation and Planning

     Process Development

     Finalization and Documentation

Process Management:

     Working with Electronic Forms

     Developing Strategies for Time Management      

     Effective Use of Existing Software

In addition to the above, we can also tailor consulting services to meet specific needs and specialized situations.  Use the Contact PD&C link to receive more information.

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