Document Management

Introduction

On June 21st, 2016 at 10:00 A.M., Whitney Woolf presented a one-hour webinar called "Document Management for Construction & Claims". Document Management for Construction & Claims has two focuses: a general method for staying organized with multiple documents from multiple parties. Or really, it's for anyone who has more than a 1" thick stack of papers on their desk at any given time.

If you are a consultant, property owner or manager, builder or developer, designer, construction contractor, product manufacturer, insurance or legal professional, or a member of the PFCS staff, you probably engage in some form of document organization. The business of building contains plans, contracts, memos and reports just to name a few. Another difficult wrinkle is that some of these files are paper, some are electronic and often times there's more text available to be read than hours in the day to read it. In essence, we are inundated with documents and data, and having a strategy for deriving a solution or insight from an overwhelming amount of data is essential to presenting a solution. 

This program addresses specific ways to manage information efficiently, effectively manage files, and derive meaning from a file on your desk by applying some project management principals and an understanding of the construction and claims process. Our projects require the ability to separate the 'vital few from the trivial many'; to turn data into actionable information. 

The PFCS mission, simply, is to provide solutions to our clients. To begin to do this, we must first understand the available information. Typically this is in the form of documents, images, interviews and testimony. All of this information begins to present a narrative for the project, that can be summarized and analyzed in a sentence, a paragraph or a detailed report amidst this pile of paper.

Learning Objectives

  • Introduce some methods for information organization.
  • Provide a basic flow for document management.
  • Discuss the specific applications for Document Management to Construction & Claims.

Program Outline

  1. Introduction
  2. Collect
  3. Organize
  4. Index
  5. Summarize & Understand
  6. Reference, Retrieve & Share
  7. Conclusion

This program is approved for one hour of CLE for attorneys in California. Pending approval in Nevada and Oregon. This program is not approved with the California Department of Insurance.

Whitney Woolf