PACKROSE ASSOCIATES

TRAINING

Office Technology and Management Course

Designed for learning. Built for impact.

Office Technology and Management Course

Objective:

By the close of the Office Technology and Management Course, participants will be able to:

  • Characterize the importance and new roles of Office Executive and Administrators
  • Learn the use of technology to achieve maximum productivity
  • Learn the use of technology to network and connect with the office and customers
  • Demonstrate the skills to use a variety of software applications
  • Use applications and technology to create, design, and format documents
  • Create and edit printed and electronic business communications
  • Perform and scrutinize basic office accounting duties and tasks
  • Develop basic technical skills in word processing, spreadsheet, presentations, database, and information management
  • Demonstrate keyboard and data entry skills
  • Increase customer service performance and impact through the efficient use of technology
  • Have a better command on written English by the use of technology and software
  • Develop critical-thinking skills for a modern office setting
  • Demonstrate strong interpersonal, social media, and networking skills

Content:

Office Technology: Introduction

  • Office Technology: Foundations
  • Use of Technology to Get Things Done
  • Office automation control system
  • Operating Efficiently in the Workplace
  • AI and Automations
  • Heading towards a Paperless system
  • Digital Transformation
  • Using Smart Apps for effective communication
  • Office Process Re-engineering
  • Office Change Management

Basic Office Roles and Technology

  • Processing mails: Basics
  • Email systems and etiquette
  • Telephonic systems and etiquette
  • Enhanced written and oral communication skills
  • Business Writing: Reports, Proposals, Emails
  • Business Documents: Letters and Memos
  • Meetings Documents: Agenda, Meeting Minutes, and Schedules
  • National and International travel arrangements
  • Travel Documents: Expense Reports and Travel Itineraries
  • Proofreading and editing business documents

Advanced Office Roles and Technology

  • Event Planning and Project Management
  • Use of MS Outlook and functions
  • Keyboard Techniques and Data Entry
  • Keyboarding Techniques
  • Reading technical passages and letters
  • Copying and photocopying equipment and applications
  • Use of Smart Phones and social networking Apps
  • Synchronizing Smart Phones with your Computer

Understanding Computer Essentials

  • Computer Basics
  • Understanding Operating Systems
  • Understanding hardware essentials
  • Organizing and managing files and folders
  • Understanding the Internet
  • Browsers and Search Engines
  • Problem-solving and research via the Internet

Implementation of Office Technology

  • Office Technology: Creating the need
  • Planning and set-up: Nature of work
  • Budgeting: Core business and Priorities
  • Office layout and ergonomics
  • Desk Management
  • Overuse and Misuse of technology
  • Maximizing the use of office technology
  • Implementation and Training
  • Maintenance and IT support

Customer Service: Moving to the Next Level

  • Integrating technologies with customer service
  • Business Professionalism
  • The polished digital media presentation
  • Cascading sensitive communications via electronic mediums
  • Using technology towards Customer Happiness
  • “Customer is Always Right” Philosophy
  • Customer Retention and Loyalty
  • Customer Service Representative challenges
  • Upgrading the Customer service approach

Technology: Word Processing Applications

  • Word Processing program: Basic formatting features
  • Document creation and saving information
  • Using tools in Word for effective data processing
  • System File Management
  • File Formats and Editing Documents
  • Document Page layouts
  • Formatting Document text
  • Creating tables and using data
  • Using graphics that make sense
  • Working with Hyperlinks

Technology: Spreadsheet Applications

  • Working with Worksheets and Workbooks in Excel
  • Using predefined Excel templates
  • Entering and editing data in worksheets
  • Formatting cell contents
  • Applying conditional formatting
  • Working with rows and columns
  • Functions: Freeze, Hide/Unhide, Filter, Tables
  • Working with basic formulas
  • Understanding basic mathematical operations
  • Presentation of statistical information
  • Read, analyze, and interpret graphs

Technology: Presentations Applications

  • Preparing Powerful Presentations
  • Printing presentations and handouts
  • Presentation themes
  • Use of Art, Graphics, and Videos
  • Organizing the slide Layout
  • Managing slide Master
  • Creating charts and tables
  • Delivering effective presentations
  • Death by Presentation Theory
  • Ground rules of presentations

Office Accounting and Records Management

  • Records Management, Database and Data Analytics
  • Information and Data Management
  • Filing and Digitalizing Hard Copies
  • Indexing, Archiving, and Retrieving Data and Documents
  • Electronic Health Records
  • Computerized patient Information and Billing Practices
  • Importance of timekeeping and billing
  • Drafting legal documents: Use of document assembly software
  • Automated Accounting and Payroll
  • Handling Office Finances and Petty Cash