The Office Planning Group Inc.®           
   TAB of Central California
   TAB Office Planning Group Inc. (Nevada)
 
 
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File Conversion Services

Changes and shifts in operations are a standard part of today's dynamic business environment. A company's records management procedures need to be able to grow with the company. Changes may be needed to accommodate growth and acquisition of new facilities. An alphabetical system that may have been convenient in the past can become unmanageable and a change to a more flexible and potentially larger capacity numeric system may be the best solution. Automation of file tracking may create the need to add scan-able bar codes to file labels. A change to a new, more compact storage system may entail switching from a top-tab to a side-tab folder format. Making changes from one filing system to another is known as "file conversion", and TAB's Professional Services Group specializes in planning and implementing file conversions.

The Professional Services Group outlines and documents the entire conversion process. In a highly controlled environment, TAB's certified Project Managers and supervisors hire, train, and manage necessary contingent workforce. The conversion process is set up in an assembly line style, where each step in the conversion process can be easily tracked and monitored for quality. All work is documented with task control worksheets, which provide an audit trail so that any error can be traced back to its source. TAB file conversion can be done completely on-site, with minimal impact on day-to-day operations during conversion. The end product for the client is a more efficient, cost-effective, adaptable filing system.

TAB Project Managers
TAB ensures the quality of file conversions by requiring that Professional Services Group members who manage conversions be certified as project managers and supervisors in order to fulfill their responsibilities for training staff and managing projects. The Professional Services group certification program ensures that the skills necessary to implement complex projects are well developed in all on-site management personnel.

Certified Project Managers are the keys to the success of TAB's Professional Services Group. The Group is a highly trained and motivated management team. Each manager receives intensive training during a structured certification program. Certification can be earned on three levels: Supervisor, Project Manager, and Senior Project Manager. At each level, Group members are tested on the skills necessary for the successful training and managing of contingent workers. The training and knowledge of our TAB professionals make any changes to records management procedures and processing of files under the new system go more smoothly.
 

Installation Services

We staff a fully factory trained installation team fully equipped with all the tools and skill needed for a successful completion of each project


Technology Products Training

The price of each Filetracker™ system includes a two-day on-site training class. The class is customized to fit client needs based on the modules the client purchases. We employ the Train-the-Trainer program and require that the company designate at least one employee to perform the on-going role of system administrator.

The training curriculum includes:

Basic and expanded concepts/functions of our products
Operation of customized feature
Advanced query functions
Bar-code features and operation
Producing reports
Administrative functions: Security, Users, Report Design, Wand Maintenance, Table and Window Design
The effectiveness of the training program depends on the client requiring attendance by the designated system administrator, technical personnel, records management leaders, and end users--in a dedicated, quiet, uninterrupted environment. Instruction combines classroom lectures and demonstrations with intensive hands-on sessions. This interactive format allows participants to learn a great deal from one another, as well as from the trainer--using a full range of proven, effective learning methods.

Our trainers are strong group coordinators with well-developed interpersonal and instructional skills. And, they are more than trainers--they are directly involved with the system installation at the site and tailor their sessions to emphasize ideas and suggestions relevant to customized use of the system. This approach allows employees to concentrate solely on learning to use the product, without having to filter generic training information through their personal experience in order to make the system work.


Tabquik Service Bureau

What is Tabquik Service Bureau?

Tabquik is a software program that allows for quick and easy custom label production. There are essentially two situations in which Tabquik Service Bureau would be helpful:

For producing only a few labels at a time.
For producing many labels at a time.

If you create only a few files at a time (less than 15), it would be very convenient for you to be able to produce those new labels at your desk as you need them, and have them immediately available to you. In such a case, we would provide you with a Tabquik Personal Pak, including the appropriate Tabquik software to use on your existing computer system. Tabquik Service Bureau would also create a custom label definition for you to use in creating your labels. All you will need to do from that point on is data entry and printing of your new labels.

If you create files in large batches (more than 15), we would handle everything from data entry to printing and shipping your new labels. You send us your data and we ship you your labels.

Simple as that.
This usually involves a turnaround time of less than a week, and data can be sent either via snail mail or e-mail (Tabquik Service Bureau)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Info Request

The Office Planning Group Inc.®  2004  ·  11330 Sunrise Park Drive #B  ·  Rancho Cordova   ·  CA  ·  95742
tel. 800.655. 3634  ·  fax. 916. 638. 3981
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