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CDIA+ Certification Examination Objectives
Response Limits
The examinee selects from four (4) or more response options, the option that best completes the
statement or answers the question. Distracters or wrong answers are response options that examinees with incomplete knowledge or skill would likely choose, but are generally plausible
responses fitting into the content area.
Test item formats used in this examination are:
Multiple-choice:
The examinee selects one option that best answers the question or completes a statement.
The option can be embedded in a graphic where the examinee “points and clicks’ on their selection choice to complete the test item.
Multiple-response:
The examinee selects more than one option that best answers the question or completes a statement.
Sample Directions:
Read the statement or question and from the response options, select only the option(s) that represent the most correct or best answer(s).
Domain 1.0 Gather Business Requirements
1.1 Define the problem and determine the goal of the solution
1.2 Determine the internal groups that will work with the solution and assess their skill levels
1.3 Determine the external groups that will work with the solution
1.4 Determine where will people access the system, in which locations, using what type of connections
1.5 Determine the regional and organizational comp liance, legal, and standardization
requirements (e.g., document retention rules and laws)
1.6 Determine the security needs (e.g., access, document security)
1.7 Determine the project timeline
1.8 Identify integration requirements (e.g., with legacy systems)
1.9 Determine the capacity requirements for server processing and storage (e.g., peak processing)
1.10 Document quantities of documents (both electronic and paper if applicable
1.11 Determine the long-term storage capacity requirements
1.12 Define query requirements (e.g., numb er per day, number of query users)
1.13 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)
1.14 Calculate the amount of image and indexing data (database or file system) to be stored based on the document life cycle requirements
1.15 Determine the needed capacity, response times, and throughput rates
1.16 Collect all detailed information required for solution design (e.g., technological environment,
infrastructure, types of operating systems, databases)
1.17 Determine growth needs and plan for scalability
1.18 Determine the required service levels for maintenance
1.19 Analyze the current document process and determine the document characteristics (e.g.,
form of
documents, current document management, volume, sources, locations, physical characteristics)
1.20 Determine and confirm capacity, quantities and types of data to validate the storage
requirements and growth estimates
1.21 Determine the need for back file or data conversion/migration is required
1.22 Create specific requirements document
1.23 Document the current records storage management requirements and how the new solution addresses these
1.24 Determine workflow rules (e.g., flow diagrams)
1.25 Develop an acceptance criteria for the imaging solution
1.26 Determine user modifications to image ( e.g. annotations, user stamps, electronic signing, highlighting)
1.27 Determine manual workflow (e.g., ad hoc or non-rules based)
1.28 Determine manual integration needs.
1.29 Determine output requirements (fax, email, printing)
1.30 Determine documents preparation requirements, user interactions, (e.g., sorting requirements, batch sizes, document separators)
1.31 Determine paper handling and disposal process
1.32 Recommend alternatives for document preparation
1.33 Define specific retrieval needs and system requirements to support retrieval
1.34 Document all the information collected during requirements-gathering phase, obtaining user’s acceptance sign-off and validation towards them
Domain 2.0 Analyze Business Process
2.1 Gather the business requirements and expectations (e.g., ROI, work improvements,
customer service, access to data) by interviewing the project owner and key persons to determine which processes will benefit from DMS/DIS and by reviewing the company's documents (e.g., Web, company brochures, RFP)
2.2 Scope the different aspects of the current business process (e.g., individual tasks, processes, process owners, interaction with people and processes, outside influences)
2.3 Analyze all factors that have to do with current business processes (e.g., human factors (what, how, when, who, and why the tasks are performed), environmental factors, technical
factors) (i.e., Transformation Life Cycle)
2.4 Determine the volumes (input/output) for the selected business process
2.5 Perform a Simulation of the current process to determine the baseline
2.6 Identify the cost structure and budget (e.g., project and company)
2.7 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)
2.8 Define the methodology of the business analysis (e.g., using a holistic approach) and the necessary tools
2.9 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
2.10 Use the information gathered to determine whether a document imaging/document management solution is viable
2.11 Create a communication plan (e.g., types, content, and media) in order to disseminate
project goals and benefits at strategic and operational levels
2.12 Define informal aspects of the business process
2.13 Identify the business culture and organizational hierarchy (e.g., Team vs. Individual, Micro vs. Macro management, Politics, Change Management, Quality controls, Unions, Morale,
Boundaries of Change, exception handling)
2.14 Determine the current document security process
2.15 Identify the current technology (e.g., scanners, PCs, servers, software) and determine
whether a record storage management process/solution currently exists
Domain 3.0 Recommend Solution
3.1 Identify the possible business scenarios to determine a variety of solutions (e.g., minimal
solution, comfort zone solution, best practice solution)
3.2 Review and validate the requirements with all parties affected by the proposed solution (e.g., end users, IT, CIO, administrators, help desk, support)
3.3 Quantify the alternative solutions by identifying the features, benefits, ROI
3.4 Identify the consequences of each of the alternative solutions
3.5 Identify the impact of proposed solution on the network
3.6 Identify the impact of proposed solution to the end user (e.g., revisions to job roles,
departmental organization, training, physical document security)
3.7 Identify, verify, and document assumptions, risks, and issues related to the project
3.8 Propose the optimal solution
3.9 Present proposed solution design to client for review (e.g., prototype/mock-up screens or flow diagram of requirements process)
3.10 Compare the proposed solution to the current process
3.11 Gather feedback from presentations in an interactive session and get commitment from the client
Domain 4.0 Design Solution
4.1 Select and configure hardware, software, and define the infrastructure
4.2 Select required image enhancement tools (e.g., de-skew, de-speckle, rotate, scale to gray, border removal)
4.3 Determine the appropriate types of storage (e.g., RAID, WORM, microform, SAN) based
upon document life cycle and the record retention guidelines
4.4 Determine server/client/network/ web operating systems and databases
4.5 Define components of the solution and identify the reuse of existing components
4.6 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)
4.7 Define the indexing structure (indices, document classes, attributes)
4.8 Define integration aspects (e.g., legacy systems, desktop applications, CRM/ERP/B2B/B2C/B2All)
4.9 Define the database management solution
4.10 Define the user interface
4.11 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)
4.12 Design the input environment
4.13 Document the capture process (e.g., format transformation or conversion, image import, scanning, faxes, email, or combination, exception process)
4.14 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
4.15 Design the output environment
4.16 Select the required interfaces based upon the characteristics of both the source documents and the output devices
4.17 Design the document management environment (e.g., security, authorization, versioning)
4.18 Design the storage architecture based on the storage performance issues (e.g., physical
location, cost, speed, retrieval time, environment)
4.19 Test the design (e.g., convert (scan etc.) a suitable quantity and types of documents)
4.20 Design the backlog conversion strategy and methodology
4.21 Define and design the roles and responsibilities to maintain and administer the solution
4.22 Design the appropriate levels of system security (i.e., document integrity, tracking and log file, access levels
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)
4.24 Design the backup/disaster recovery methodology
4.25 Define the types of users and the associated user profile
4.26 Obtain and document client’s agreement towards the results accomplished during this phase
Domain 5.0 Plan for the Implementation
5.1 Develop the implementation plan (e.g., timeline, objectives, quality assurance)
5.2 Determine the need for change management
5.3 Explain the responsibilities and plan for implementing the solution
5.4 Assess entry level skills and develop a training plan for selected groups and individuals
5.5 Obtain and document client’s agreement towards the results accomplished during this phase
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