Full slide samples of our CDIA+ certification training course. Learn from the best! Written by Byron Aulick with 30 years of experience.

1. CDIA Presentation v4.8Copyright © 2015
Written and developed by:
Byron B. Aulick, CDIA+, ECMm, PDI+, Project+
byron.aulick@ecminstitute.com
(508) 637-1508
www.ecminstitute.com
“Exam Preparation”
(v4.8 Updated September ‘15)
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2. CDIA Presentation v4.8Copyright © 2015
TABLE OF CONTENTS
2
-Introduction-
Domain 1 …………………………………..………5
Domain 2 ………………………………..……..…17
Domain 3 …………………………………..…..…23
Domain 4 …………………………………..…..…28
Domain 5 ………………………………..……..…34
Math Answers …………………………..…..……49
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3. CDIA Presentation v4.8Copyright © 2015
WELCOME TO CLASS!
First a thank you for attending!
✓This shows dedication to your discipline.
We believe NOW is the perfect time for digital imaging!
✓“Speeds and Feeds will quickly fade away as a selling point, being
overshadowed by EDM solutions.” -ImageSource 2006
**But, remember;
✓Solutions drag Hardware
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(Intro by Pete)
-Introduction-
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4. CDIA Presentation v4.8Copyright © 2015
About Today..
‣Time:This is a two-day class. Breaks and lunch are anticipated.
‣Your complete attention is needed. Cell phones and laptops should
be off.
‣You will have time to comment and ask questions. Your input is the
key to your understanding!
‣Student role-plays & homework
help you learn!
‣Lets get started...
4
-Introduction-
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5. CDIA Presentation v4.8Copyright © 2015
About the Instructor
Byron B. Aulick, CDIA+ (author)
Co-founder of;
✓ECM Institute, ECM Institute, Business Technology
Services, Business Automation, and
eWide Technology Solutions
‣ Subject Matter Expert to DoD, AIIM & CompTIA
‣ Author of these materials
I have based my 30-year career on ECM systems
‣ Consulting with clients
‣ Designing systems (small to large govt. systems)
‣ Supporting installations
‣ Trained more than 4,000 students
✓This is what I do, and ECM is my passion!
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-Introduction-
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6. CDIA Presentation v4.8Copyright © 2015
Now the CDIA+ Details -CompTIA says:
CDIA+ certification is the IT sector’s first global standard of competency and
professionalism in the document imaging/document management industry. Individuals
who achieve CompTIA CDIA+ certification have demonstrated knowledge and mastery of
scanning, storing and output of black-and-white and color documents; and have the
expertise to analyze customers’ business processes and design appropriate document
imaging and management solutions to support their needs.
The skills and knowledge measured by this examination are derived from an industry-wide
and worldwide job task analysis, which was validated through a survey. The results of the
skills survey are used in weighting the domains and ensuring that the possessed
weighting is representative of the relative importance of that content to the job
requirements of a document imaging professional with twelve to eighteen months on-the-
job experience.
Author: CompTIA website
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7. CDIA Presentation v4.8Copyright © 2015
Now the CDIA+ Details -Byron says:
There are 45,000 certified people worldwide. I have taught more than 4,000 in Panama
(Canon), S. Africa (Canon), Puerto Rico, Barbados, Canada and the US.
“The difference is in your walk, confidence, response to questions..people buy from people they
believe-in! And, certification demonstrates that you have the requisite level of understanding to
professionally recommend a change to an existing document workflow.” -Byron
Example:
When you go to the pharmacy, you are… [ITEM PRICE]
When you go to the doctor, you are… [BEST SERVICE. NOT PRICE]
Differentiation means; Higher perception, more confidence, consultant rather than order-taker,
shorter sales cycle, higher GP!
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-Introduction-
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8. CDIA Presentation v4.8Copyright © 2015
Objectives of this course
Prepare you for writing and passing the CompTIA CDIA+
exam, but more..
Give you real-world knowledge that you can apply to your
day-to-day jobs!
Help you close more sales!!
Ensure the client gets a solution that “fits”.
Stop “Second time around sales”
Provide a stepping-stone to becoming a ‘CEE’ (Certified
Efficiency Expert)
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-Introduction-
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9. CDIA Presentation v4.8Copyright © 2015
Domain 1. Enterprise Content Management
In this domain we will learn about the proper usages of index, search, and retrieval. Will also
discuss workflow and explain how collaboration works. We will compare and contrast document
presentation and output features and explain the purpose of content life cycles.
This domain is weighted at 20%.
Sample:
Why should the Human Resource departments be included in the planning of large
implementations of new imaging systems?
A. To handle complaints
B. To plan for overtime
C. To prepare for resignations
D. To review impact on job descriptions.
! Author: CompTIA
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Domain 1: Enterprise Content Management
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10. CDIA Presentation v4.8Copyright © 2015
First.. Some examples of ECM applications
Capture:
✓Therefore Capture, Kofax Capture, IRISxtract, ImageWARE, Nuance
PDF Pro Office
Storage, Retrievals:
✓Therefore [& Therefore Online]
✓eCopy PaperWorks
Workflow:
✓Therefore [& Therefore Online]
Output:
✓UniFlow, Prism, AA-Print
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Domain 1: Enterprise Content Management
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11. CDIA Presentation v4.8Copyright © 2015
Basic Concepts:
Purposes of Document Imaging
DM/DI as a central repository
DM/DI for meeting compliance
DM/DI as cost containment
DM/DI as security enhancement
DM/DI as data integrity enhancement
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Domain 1: Enterprise Content Management
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12. CDIA Presentation v4.8Copyright © 2015
Advantages of Document Imaging
✓Faster retrieval than paper or microfilm
✓Improved management of documents
✓Simultaneous multiple-person access
✓Transaction time greatly reduced
✓Images never lost or out-of-file
✓Easily transmitted to remote locations
✓Savings on floor space
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Can you think of more?
Domain 1: Enterprise Content Management
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13. CDIA Presentation v4.8Copyright © 2015
Potential Objections !
✓Time intensive:
‣preparation, capture, and index
✓What if the images are not readable?
✓Staff not willing to change
✓New standards constantly arriving.
✓Storage media failures?
✓Current systems costs?
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Can you think of more?
Domain 1: Enterprise Content Management
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14. CDIA Presentation v4.8Copyright © 2015
How much does inefficiency cost??
An often-quoted study conducted by The Delphi
Group found that 90% of typical office tasks still
revolve around paper gathering and distributing,
and that while 15% of all paper handled is lost, 30%
of our time is used trying to find these lost
documents.
An American study also discovered that Companies
on average spend $25,000 to fill a typical four-
drawer file cabinet, $2,000 to maintain it each year,
and over its life, a single piece of paper costs an
average of $30.
Question.. why does this matter?
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Domain 1: Enterprise Content Management
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15. CDIA Presentation v4.8Copyright © 2015
Terms (Cont.)
ODBC (Open Database Connectivity)
✓Allows two databases to communicate. “Middleware”
LDAP (Lightweight Directory Access Protocol)
✓ Single login to multiple disparate systems
Thin-client
✓No ‘client’ software loaded, simply access remote server for application
and data. Less maintenance, upgrade only one server.
Annotations
✓Appears to add information. Layer on top of image. Viewer or
application.
Redaction
✓Appears to withdraw information. Never alters original image, just the
way you look at it. Allows access, but blocks viewing of confidential
information.
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Domain 1: Enterprise Content Management
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16. CDIA Presentation v4.8Copyright © 2015
Terms (Cont.)
Taxonomy:
✓“A rule that states which bucket to store files”
✓Example: How you organize your email INBOX
✓Example: Tree Structure on a server
‣F:Accounting filesFY14VendorsA-D
✓Why..? So you can find it!
Metadata:
✓“Data about data”
✓Data tagged within content, that labels the content for; organization
or identification (
✓Document, User or System-specific
✓i.e. Time & date stamp, extracted, keyed
✓Why..? So you can find it!
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Domain 1: Enterprise Content Management
Inbox
RFP’s
Dan
VIP’s
Pete
Bank AutoECM
Canon
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17. CDIA Presentation v4.8Copyright © 2015
Workflow
The definition of an entire process, including all
possible exceptions and conditions.
✓This may involve integration, management, and the execution of
conditional processing based on user defined criteria [rules].
Rules - Roles - Routing
✓REAL bang-for-the-buck! [Imaging vs. imaging w/ workflow]
Workload balancing = A GOOD THING!
✓Repeatable, Serial or Parallel processes
✓Workflow Administrator: Must first understand existing workflows,
then assign via queues [manually] or via automated routing.
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*Profe$$ional $ervices
incom
e*
Domain 1: Enterprise Content Management
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18. Copyright © 2015 18
Dawn%opens%
email
Responds
Receives
Search%&%Find%
Threads
Creates%Sub;
Folders%my%email
Creates%Sub;
Folders%Dawn's%
email
Carrie%accesses
Dawn's%email
Prints
A@achments? YESNO
Le@er
Saved%to%
I:Scanned%
Correspondence%
Folder
Pleadings
Saved%to%
I:Scanned%
Pleadings%Folder
Separates
Collate%by%Thread
Compare%by%
Thread
Put%in%reverse%
chronological%
order
Remove%
Duplicates
Hole;Punch File Distribute,%as%
needed
Scans
Drag%&%Drops%
Email
DRAWING A - EMAIL TO FILE WORKFLOW - EXISTING
File%Cabinets
Drawers
Accordian%Files
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19. Copyright © 2015 19
DRAWING B - EMAIL TO FILE WORKFLOW - PROPOSED
Dawn%opens%
email
Responds
Receives
Search%&%Find%
Threads
Carrie%accesses
Dawn's%email
Hits%Bu=on:
"Save%to%DMS"
Chooses%the%
Category%from%a%
DropDdown%List
Adds%Index:%
[Name,%Case#,%
etc]
Stores%
With%or%Without%
A=achments
Note: Workflow rules may route document
to another user who plays a role
[predefined workflow].
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20. 20Copyright © 2015
LEASES -PROPERTY MGMT.
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21. CDIA Presentation v4.8Copyright © 2015
21
Lifecycle discussion
Domain 1: Enterprise Content Management
Sales Tip: What
software do you sell
that can do this?
1. Capture
2. Creation
3. Classification
4. Index
5. Storage
6. Access
7. Retention
8. Destruction
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22. CDIA Presentation v4.8Copyright © 2015
Input Sources
Scanners on desktops
✓Desktop
✓Workgroup
✓Production
Wide format
Microfilm, Aperture Card
Hand-scanners
RFID tags
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Note:
-Batch capture vs. one at a time
-How to automate the indexing
-Duty-cycle vs advertised speed
-Centralized/Distributed capture
Domain 2: Capture
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23. CDIA Presentation v4.8Copyright © 2015
Math 6
A bank uses a Digital Subscriber Line (DSL), operating at roughly
384Kbps, but has 13% overhead. They have 10 branches that need
to transmit 1,000 pages per day each back to the main office. The
average file size is 25KB G-4 compressed. If they start at 5PM, when
can the cleaning crew turn the server off to vacuum?
384Kbps x .87 = ~334Kbps / 8 = 41.75KBps transmit rate
1,000 pgs x 25KB = 25,000KB x 10 sites = 250,000KB
250,000KB / 41.75KBps = ~5,988 seconds
5,988 seconds /60 = 99.8 minutes (~ 6:40 PM)
hyperlink
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24. CDIA Presentation v4.8Copyright © 2015
Math 7
.. 50,000 four page frequently used loan applications
(simplex) each year. Each image is 50KB. Same volume
for the previous three years, but less frequently used.
And, the last 15 years for legal archival purposes only.
50,000 x 4 pg = 200,000 x 50KB ea = 10,000,000KB
10,000,000KB /1024 = 9,765MB /1024 = ~9.53GB yr
On-line = 9.53GB
9.53GB x 3 previous years = 28.59GB
Near-line = 28.59GB
9.53GB x 15years = 142.95GB
Far-line = 142.95GB
hyperlink
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25. CDIA Presentation v4.8Copyright © 2015
Exam Details
25
Find testing location at: http://www.pearsonvue.com/comptia/
CDIA+ exam code: CD0-001, 100 questions
Exam Duration: “90 minutes with 30 extension where English is not the
primary language”
Source: http://www.comptia.org/certification/cdia/glancebox.aspx
Passing Score: 700 of 900 (scored while you are there)
Cost: about $302
What to expect…? Calculators, Multiple-choice, “Not sure” option…
Domain 5: Analysis, Design & Implementation
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26. CDIA Presentation v4.8Copyright © 2015
Personal Next-steps
✓Become CDIA+ certified
✓Use “Consultative” approach
✓Attend seminars (compliance, underwriting incentives, legal)
✓Consider continuing education..invest in yourself!
“Give me six hours to chop down a tree and I will spend
the first four sharpening the axe.”
-Abraham Lincoln
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Additional Courses:
1. Needs Assessment Training
2. Business Acumen Training
3. ECM Sales Training
byron.aulick@ecminstitute.com
O: (508) 637-1508
C: (508) 314-7097
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