| Date | Venue | Duration | |
|---|---|---|---|
| Available on Request | Sandton | 10 Days |
Effective document and records management is the backbone of organisational efficiency, compliance, and risk control. As organisations face exponential growth in both physical and digital information, the need for robust systems to manage, secure, and govern data has become critical.
This 10-day masterclass provides a comprehensive and practical framework for managing documents and records across their full lifecycle—from creation to secure disposal—while ensuring alignment with globally recognised standards such as ISO 15489 and ISO 27001.
The programme explores how organisations can successfully design and implement Electronic Document Management Systems (EDMS), integrate security controls, and leverage emerging technologies such as cloud computing, AI, and blockchain. Participants will gain the expertise to transform document management into a strategic business function that enhances compliance, improves efficiency, and mitigates risk.
By the end of this Document and Records Management and Security Masterclass, participants will be able to:
Understand and apply the full data and records lifecycle management framework
Interpret and implement ISO 15489 and ISO 27001 requirements
Design and optimise document and records management architectures
Develop classification schemes, metadata frameworks, and retention schedules
Identify and mitigate cybersecurity risks in document management systems
Evaluate and implement Electronic Document Management Systems (EDMS)
Apply governance, compliance, and audit principles
Integrate emerging technologies (Cloud, AI, Blockchain, IoT) into records systems
Develop secure, scalable, and sustainable document management solutions
Lead organisational change and adoption of modern document management practices
This Document and Records Management and Security Masterclass is ideal for:
Records and Information Management Professionals
Information Security and Cybersecurity Specialists
IT Managers and Systems Administrators
Compliance, Risk, and Governance Officers
Document Controllers and Administrators
Digital Transformation Leaders
Business Unit Managers and Executives
Solution Providers and EDMS Vendors
Technical Staff and Analysts
Any professional responsible for managing organisational information
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Day 1: Data Lifecycle & Records Management Foundations
Definitions: Data, Documents, Records
Data Lifecycle: Create, Store, Use, Share, Archive, Destroy
Data Rights Management
Data Inventory and Discovery
Data Ownership and Accountability
Day 2: Standards & Frameworks
Deep dive into ISO 15489
Requirements, implementation, audit
Deep dive into ISO 27001
Requirements, controls, audit
Aligning standards with organisational strategy
Day 3: Electronic Document & Records Management
Transition from paper to digital systems
Information as a strategic asset
Document vs Records management
Records management strategies: Paper, Electronic, Hybrid
Information Governance frameworks
Day 4: Compliance, Audit & Legal Requirements
ISO 27001 implementation planning
Records management audit registers
File plans, metadata plans, retention schedules
Regulatory frameworks (including GDPR concepts)
Local vs international compliance considerations
Day 5: Architecture & System Design
Document and records management architecture
Metadata and indexing systems
Classification schemes and taxonomies
Security controls and compliance frameworks
Storage technologies and audit trails
Day 6: Emerging Technologies & Innovation
Cloud computing and EDMS
Artificial Intelligence in document management
Blockchain for records integrity
Internet of Things (IoT) implications
E-Discovery and legal technology
Privacy risk identification and protection
Day 7: Enterprise Content & Collaboration Systems
Intranet and Internet-based content management
Document vs record control in enterprise systems
Security and repository management
Content consistency and version control
Collaboration and shared environments
Multi-user access and permissions
Day 8: Engineering & Implementing EDMS
EDMS architecture and key features
Solution selection: Build vs Buy vs Adopt
Vendor evaluation and benchmarking
Ensuring compliance with ISO and regulations
Implementation challenges and success factors
Day 9: Designing Policies, Procedures & Controls
Designing document control procedures
Developing classification and taxonomy frameworks
Retention schedules and filing systems
Security controls aligned to ISO 27001
Approval workflows and governance models
Day 10: Sustainability, Risk & Change Management
EDMS software evaluation and optimisation
Vendor selection and contracting strategies
Cybersecurity risk mitigation
Change management and user adoption
Training and capacity building
Building sustainable, future-ready systems
Key Outcomes for Organisations
Strengthened compliance with global standards
Reduced information security risks
Improved operational efficiency and data accessibility
Enhanced audit readiness and governance
Scalable and future-proof document management systems
Discover how our courses enhance professionals’ effectiveness in their workplaces.
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