This workshop is designed to deliver advanced concepts in electronic document and records management systems. Many organisations have embarked on implementing EDRMS systems, with varying degrees of success.
This course is designed for records and IT staff that have implemented or are in the process of implementing systems and are seeking to extract the most value from these systems for their organisations. Attendees should have a solid understanding of records management and EDRMS fundamentals.

• Upon completion of this course, participants will be able to:

  • Understand and Implement advanced principles of
    Electronic Document and Records Management
  • Be equipped with the tools to implement new
    systems or streamline existing systems
  • Understand potential for introducing new
    technologies in Document and Records
    Management
  • Facilitate the move to Enterprise Content
    Management
  • To ensure that your organization is Compliant

Review of EDRMS components and functionality
• Document Imaging
• Document Services
• Workflow
• Electronic management of physical records
• Enterprise report Management (Output management)
• Microforms
• Integration between Document and Records
Management systems
Enterprise Content Management Systems
• Web Content Management
• Digital Rights Management
• Digital Asset Management
• Business Process Management
• Electronic forms management
• mail archiving
• Databases and other systems containing records
Knowledge and Information Management
• Understand how it all fits together
• Decide what your organization needs based on its real
requirements
• The new organizational partnership (Records
Management and IT)

Developing a strategy for EDRMS
• Developing a business case
• Gathering commitment, resources and funding
• Creating a roll out plan
• Programme and project management considerations
System Configuration
• Non-technical specifications
• Roles and responsibilities
• Security Classification
• Permissions and access rights
• Architectural issues
• Service Oriented Architecture (SOA)
• Software as a Service (SaaS)
Detailed Policy and Procedure Environment
• Records management policies and procedures
• Information management policies and procedures that
impact upon records management
• Develop a communications plan for the records
management programme

Document Imaging in Detail
• Implications
• Procedures and processes
• Quality issues
Data Capture and Document Capture
• Implications
• Forms and character recognition
• Merging these two environments
• Data quality issues
• An evolutionary approach to integration
Metadata
• Understanding metadata requirements
• Capture of metadata
E-mail Rules
• Challenges specific to e-mail
• E-mail etiquette
• E-mail archiving
• Policies
• Implications
• Action steps
Electronic Discovery
• Challenges with e-discovery
• Implications and action steps
Analysing Work Processes that Capture or
Manage Records
• Aligning records management to corporate strategy
• Determining those processes which impact on record
keeping
• Designing the classification system accordingly
Digital Preservation
• Detailed challenges of preservation
• Open Archival Information Systems (OAIS)
• International Developing a digital preservation strategy

5 Day Training

TBC

Group discounts available on request.

Hybrid Session
Live and In-class

• Records staff with a solid grounding in IT and EDRMS principles
• Records staff who have attended the Electronic Document and
Records Management course
• IT or business unit staff who need to implement electronic
document and records management systems
• It will be of particular value to organizations that need to
comply with records management regulations and standards.
• Organizations who are in the process of implementing
Document and Records Management systems
• Organizations looking to extract value out of existing systems
• All organizations (public and private sector)