Document Management for Construction & Claims

Introduction

The business of building involves large volumes of documents including plans, contracts, memos and reports just to name a few. Some of these files are paper, some are electronic and often there is more text available to be read than hours in the day to read it. In essence, we are inundated with documents and data.

This program addresses specific ways to manage information efficiently, and to cull relevant information 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. Then we can begin to present a narrative for the project, that can be summarized and analyzed in a sentence, a paragraph, or a detailed report. Document Management for Construction & Claims has two focuses: (1) a general method for organizing multiple documents from multiple parties (2) creating a framework for understanding a construction or claims related project.

Webinar

This program was last presented on June 30th, 2021.

Learning Objectives

• Introduce some methods for information organization.

• Provide a basic flow for document management.

• Discuss the specific applications for Document Management for Construction & Claims.

Program Outline

1. Introduction

2. Collect

3. Organize

4. Index

5. Summarize & Understand

6. Reference, Retrieve & Share

7. Conclusion

Continuing Education

• 1.0 Credit with the Nevada State Bar

• 1.0 Credit with the Florida State Bar

• 1.0 Credit with the Oregon State Bar

• 1.0 Credit with the California State Bar

• 1.0 Credit with the California Department of Insurance