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Who should attend CDIA+: Certified Document Imaging Architect
This course is designed for IT professionals who have networking and administrative skills in Windows-based TCP/IP networks and familiarity with other operating systems, such as NetWare, Macintosh, UNIX/Linux, and OS/2.
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CDIA+: Certified Document Imaging Architect  

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This course is designed for IT professionals who have networking and administrative skills in Windows-based TCP/IP networks and familiarity with other operating systems, such as NetWare, Macintosh, UNIX/Linux, and OS/2.

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Seminar Summary:

This course will cover such topics as gathering business requirements, analyzing business processes, recommending and designing solutions, and planning for implementation. (see full course description)

 
 
 

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Training Course Syllabus:


Description
CompTIA's CDIA+ certification is an internationally recognized credential acknowledging competency and professionalism in the document imaging/document management industry. CDIA+ candidates possess critical knowledge of all major areas and technologies used to plan, design and specify an imaging system.

Audience
IT professional who has networking and administrative skills in Windows-based TCP/IP networks and familiarity with other operating systems, such as NetWare, Macintosh, UNIX/Linux, and OS/2, who wants to: further a career in Information Technology by acquiring a foundational knowledge of document imaging topics; prepare for the CompTIA CDIA examination; or use CDIA as the foundation for specialized workflow, imagaing or document storage career roles.

Objectives
·  Document Storage and Retention
·  Workflow Processing
·  Document Indexing
·  COLD (Computer Output to Laser Disk)
·  Document Security Requirements
·  Business Process Re-engineering
·  Document Scanning
·  Document Output Formats

Required Prerequisites
 ·  A+ Certification: Core Hardware
 ·  A+ Certification: Operating Systems
 ·  Network+ Certification

Exams
 ·  225-020 : CDIA+ Certification

Next Steps
 ·  Project+
 ·  Server+ Certification
 ·  Security+

Outline
    1. Gather Business Requirements
      1. Define the problem and determine the goal of the solution
      2. Determine the internal groups that will work with the solution and assess their skill levels
      3. Determine the external groups that will work with the solution
      4. Determine where will people access the system, in which locations, using what type of connections
      5. Determine the regional and organizational compliance, legal, and standardization requirements (e.g.,document retention rules and laws)
      6. Determine the security needs (e.g., access, document security)
      7. Determine the project timeline
      8. Identify integration requirements (e.g., with legacy systems)
      9. Determine the capacity requirements for server processing and storage (e.g., peak processing)
      10. Document quantities of documents (both electronic and paper if applicable
      11. Determine the long-term storage capacity requirements
      12. Define query requirements (e.g., numb er per day, number of query users)
      13. Analyze the input requirements (resolution, image size, volume, scanner performance) to select the appropriate input devices and interfaces based on the characteristics of the source documents (e.g.,color, weight, finish)
      14. Calculate the amount of image and indexing data (database or file system) to be stored based on the document life cycle requirements
      15. Determine the needed capacity, response times, and throughput rates
      16. Collect all detailed information required for solution design (e.g., technological environment, infrastructure, types of operating systems, databases)
      17. Determine growth needs and plan for scalability
      18. Determine the required service levels for maintenance
      19. Analyze the current document process and determine the document characteristics Determine and confirm capacity, quantities and types of data to validate the storage requirements and growth estimates
      20. Determine the need for back file or data conversion/migration is required
      21. Create specific requirements document
      22. Document the current records storage management requirements and how the new solution addresses these
      23. Determine workflow rules (e.g., flow diagrams)
      24. Determine output requirements (fax, email, printing)
      25. Determine documents preparation requirements, user interactions, Determine paper handling and disposal process
      26. Recommend alternatives for document preparation
      27. Define specific retrieval needs and system requirements to support retrieval
      28. Document all the information collected during requirements-gathering phase, obtaining user?s acceptance sign-off and validation towards them
    2. Analyze Business Process
      1. Gather the business requirements and expectations Scope the different aspects of the current business process (e.g., individual tasks, processes, process owners, interaction with people and processes, outside influences)
      2. Analyze all factors that have to do with current business processes
      3. Determine the volumes (input/output) for the selected business process
      4. Perform a Simulation of the current process to determine the baseline
      5. Identify the cost structure and budget (e.g., project and company)
      6. Identify the company's vision and mission, goals, characteristics of the business (e.g., business vision, current and future business challenges, business standards, IT infrastructure)
      7. Define the methodology of the business analysis (e.g., using a holistic approach) and the necessary tools
      8. Perform continuous monitoring to track the current process evolution, additional new processes, and confirm capacity, quantity and type of data to confirm storage requirements and growth estimates
      9. Use the information gathered to determine whether a document imaging/document management solution is viable
      10. Create a communication plan (e.g., types, content, and media) in order to disseminate project goals and benefits at strategic and operational levels
      11. Define informal aspects of the business process
      12. Identify the business culture and organizational hierarchy
      13. Determine the current document security process
      14. Identify the current technology (e.g., scanners, PCs, servers, software) and determine whether a record storage management process/solution currently exists
      15. Harden Internal Systems and Services
      16. Harden DHCP Servers
      17. Harden Network File and Print Servers
      18. Harden Application Servers
    3. Recommend Solution
      1. Identify the possible business scenarios to determine a variety of solutions (e.g., minimal solution, comfort zone solution, best practice solution)
      2. Review and validate the requirements with all parties affected by the proposed solution (e.g., end users, IT, CIO, administrators, help desk, support)
      3. Quantify the alternative solutions by identifying the features, benefits, ROI
      4. 3.4 Identify the consequences of each of the alternative solutions
      5. Identify the impact of proposed solution on the network
      6. Identify the impact of proposed solution to the end user (e.g., revisions to job roles, departmental organization, training, physical document security)
      7. Identify, verify, and document assumptions, risks, and issues related to the project
      8. Propose the optimal solution
      9. Present proposed solution design to client for review (e.g., prototype/mock-up screens or flow diagram of requirements process)
      10. Compare the proposed solution to the current process
      11. Gather feedback from presentations in an interactive session and get commitment from the client
    4. Design Solution
      1. Select and configure hardware, software, and define the infrastructure
      2. Select required image enhancement tools
      3. Determine the appropriate types of storage
      4. Determine server/client/network/ web operating systems and databases
      5. Define components of the solution and identify the reuse of existing components
      6. Calculate image size and volume of both input and output to estimate the impact on network performance based upon solution requirements (e.g., intranet and Internet)
      7. Define the indexing structure (indices, document classes, attributes)
      8. Define integration aspects (e.g., legacy systems, desktop applications, CRM/ERP/B2B/B2C/B2All)
      9. Define the database management solution
      10. Define the user interface
      11. Select the required retrieval devices (e.g., monitors: size, resolution and refresh rate) based upon the characteristics of the source documents and on the characteristics of use (e.g., multiple exhibition)
      12. Design the input environment
      13. Document the capture process (e.g., format transformation or conversion, image import, scanning, faxes, email, or combination, exception process)
      14. Design how automated techniques such as OCR/ICR/OMR/MICR Barcodes/Forms Recognition, will be utilized to reduce data entry while extracting data from the documents is carried out
      15. Design the output environment
      16. Select the required interfaces based upon the characteristics of both the source documents and the output devices
      17. Design the document management environment (e.g., security, authorization, versioning)
      18. Design the storage architecture based on the storage performance issues (e.g., physical location, cost, speed, retrieval time, environment)
      19. Test the design (e.g., convert (scan etc.) a suitable quantity and types of documents)
      20. Design the backlog conversion strategy and methodology
      21. Define and design the roles and responsibilities to maintain and administer the solution
      22. Design the appropriate levels of system security 4.23 Design the rules for the business processes that apply to the documents managed via workflow tools integrated to the DM/DI system (e.g., ad hoc or structured)
      23. Design the backup/disaster recovery methodology
      24. Define the types of users and the associated user profile
      25. Obtain and document client?s agreement towards the results accomplished during this phase
    5. Plan for Implementation
      1. Develop the implementation plan (e.g., timeline, objectives, quality assurance)
      2. Determine the need for change management
      3. Explain the responsibilities and plan for implementing the solution
      4. Assess entry level skills and develop a training plan for selected groups and individuals
      5. Obtain and document client?s agreement towards the results accomplished during this phase

    Seminar Summary:

    This course will cover such topics as gathering business requirements, analyzing business processes, recommending and designing solutions, and planning for implementation. (see full course description)

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