Advanced Electronic Document and Records Management (EDRMS) Masterclass

Advanced Electronic Document and Records Management (EDRMS) Masterclass

Strategy, Implementation and Digital Transformation for IT & Records Professionals

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Platform:
Online
In-class
Date Venue Duration
12 - 16 October 2026 Sandton, Gauteng 5 Days
Available on Request Sandton, Gauteng 10 Days

Course Introduction

Prospen Africa’s Advanced EDRMS programme is a comprehensive, high-impact course designed to equip professionals with the strategic, technical, and operational capabilities required to successfully implement, optimise, and govern Electronic Document and Records Management Systems (EDRMS). Many organisations have embarked on implementing EDRMS systems, with varying degrees of success — this course is designed for records and IT staff seeking to extract the most value from these systems for their organisations. Attendees should have a solid understanding of records management and EDRMS fundamentals. 

 

Building on foundational knowledge, this course takes a deep-dive into enterprise-wide information governance, integrating EDRMS with Enterprise Content Management (ECM), Business Process Management (BPM), and emerging digital technologies. Participants will gain practical tools to design, implement, optimise, and future-proof records systems, ensuring regulatory compliance, operational efficiency, and digital transformation readiness. 

Course Duration Options

This Advanced Electronic Document and Records Management EDRMS Masterclass is available in two formats, so you can choose the depth that fits your time and needs:

5-Day Comprehensive Full Depth

The core EDRMS curriculum covering components and functionality, Enterprise Content Management, current AI and cloud technologies, strategy and business case development, system configuration, policy and compliance, document imaging and capture, metadata, e-mail governance, e-discovery, and digital preservation.

Course Objectives

By the end of this Advanced Electronic Document and Records Management EDRMS Masterclass, delegates will be able to: 

  • Implement advanced EDRMS frameworks aligned to international standards 
  • Design and optimise enterprise-wide records and content management systems 
  • Develop and execute an EDRMS strategy and business case 
  • Integrate EDRMS with organisational systems and workflows 
  • Apply governance, compliance, and risk management principles 
  • Configure systems including metadata, classification, and access controls 
  • Leverage emerging technologies (AI, SaaS, automation) in records management 
  • Manage digital preservation and long-term archival strategies 
  • Address challenges in e-discovery, email governance, and data integrity 
  • Lead organisational change and stakeholder engagement for EDRMS adoption 

Key Outcomes for Organisations

  • Improved compliance and audit readiness 
  • Enhanced operational efficiency and document accessibility 
  • Reduced risk associated with poor records management 
  • Integrated enterprise-wide information systems 
  • Future-ready digital records infrastructure 

Who should attend?

Participants focused on the Advanced Electronic Document and Records Management EDRMS Masterclass typically include:

  • Records and Information Management Professionals 
  • IT Managers and System Administrators 
  • Digital Transformation Leaders 
  • Compliance, Risk, and Governance Officers 
  • Knowledge and Information Managers 
  • Business Analysts and Process Improvement Specialists 
  • Public and Private Sector Organisations Implementing or Optimising EDRMS 
Finance Courses

Training Methodology

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.

Training Outline

5-Day Comprehensive — Training Outline

Review of EDRMS Components and Functionality
  • Document Imaging
  • Document Services
  • Workflow
  • Electronic management of physical records
  • Enterprise Report Management (Output management)
  • 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
  • E-mail archiving
  • Databases and other systems containing records
  • Knowledge and Information Management
The Future of EDRMS: AI, Machine Learning, and Cloud Technologies
  • Exploring emerging technologies and trends shaping the future of EDRMS
  • Integrating artificial intelligence and machine learning into document classification, retrieval, and records management workflows
  • Cloud-based versus on-premise EDRMS solutions, and API integration capabilities for connecting EDRMS with other enterprise systems
  • Adapting records management strategy to evolving document and records management needs
Understanding How It All Fits Together
  • Decide what your organisation needs based on its real requirements
  • The new organisational 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, including alignment with recognised standards such as ISO 15489 (records management) and ISO 16175 (electronic records management)
  • Information management policies and procedures that impact upon records management, including compliance with South Africa's Protection of Personal Information Act (POPIA) for records containing personal information
  • 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, and 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)

10-Day Executive Masterclass — Training Outline

Day 1: Foundations & Strategic Context of EDRMS
  • Review of EDRMS concepts, components, and functionality
  • Evolution from records management to enterprise content management
  • Aligning EDRMS with organisational strategy
  • Regulatory and compliance landscape
  • Understanding organisational requirements

Day 2: Enterprise Content & Information Management Ecosystem
  • Enterprise Content Management (ECM)
  • Web Content Management (WCM)
  • Digital Asset Management (DAM)
  • Digital Rights Management (DRM)
  • Knowledge & Information Management integration
  • “How it all fits together”

Day 3: Systems Integration & Architecture
  • Integration of document and records systems
  • Databases and systems containing records
  • Service-Oriented Architecture (SOA)
  • Software as a Service (SaaS)
  • Cloud-based EDRMS solutions
  • Interoperability challenges

Day 4: Workflow, Business Process & Automation
  • Workflow design and optimisation
  • Business Process Management (BPM)
  • Electronic forms management
  • Process mapping for records capture
  • Automating document lifecycle processes

Day 5: Strategy, Business Case & Implementation Planning
  • Developing an EDRMS strategy
  • Building a compelling business case
  • Securing stakeholder commitment and funding
  • Programme and project management considerations
  • Creating a rollout and implementation roadmap

Day 6: System Configuration & Governance
  • System configuration principles
  • Roles and responsibilities
  • Security classification frameworks
  • Permissions and access rights
  • Non-technical specifications
  • Governance frameworks and accountability

Day 7: Policies, Procedures & Compliance
  • Records management policies and procedures, including alignment with ISO 15489 and ISO 16175
  • Information governance frameworks
  • Legal and regulatory compliance, including South Africa's Protection of Personal Information Act (POPIA)
  • Communication planning for EDRMS programmes
  • Organisational change management

Day 8: Document Imaging, Capture & Data Quality
  • Document imaging in detail
  • Data capture and document capture technologies
  • Optical Character Recognition (OCR)
  • Data quality challenges and solutions
  • Integration of imaging and capture systems

Day 9: Metadata, Email Governance & E-Discovery
  • Metadata frameworks and requirements
  • Metadata capture and standards
  • Email management challenges and policies
  • Email archiving strategies
  • Electronic discovery (e-discovery)
  • Legal implications and readiness

Day 10: Digital Preservation & Future Technologies
  • Digital preservation strategies
  • Open Archival Information System (OAIS)
  • Long-term data integrity and accessibility
  • Emerging technologies in EDRMS (AI, automation, analytics)
  • Future-proofing your records management environment
  • Final group project and implementation roadmap

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Success Stories

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The facilitator is the best in the field and i personally learnt a lot on the subject matter.

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The facilitator was knowledgeable, engaging, and presented the material clearly. The institution provided a well-organized learning environment with adequate resources and support throughout the training.

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The vast knowledge of Mr Selelepoo is really unmatched. I am totally happy and transformed from this training.

FAQs –Advanced Electronic Document and Records Management (EDRMS) Masterclass

Develop advanced EDRMS skills covering electronic document management, records management, information governance, compliance, retention, retrieval, and digital workflows.

What is covered in the Advanced Electronic Document and Records Management (EDRMS) Masterclass?
The masterclass covers EDRMS components and functionality, enterprise content management, document imaging and capture, metadata, workflow, e-mail governance, e-discovery, digital preservation, system configuration, policy and compliance, AI and cloud technologies, and EDRMS strategy.
Who should attend the Advanced Electronic Document and Records Management EDRMS Masterclass?
The masterclass is suitable for records managers, information and document management professionals, IT managers, knowledge management professionals, compliance officers, archivists, administrators, and professionals responsible for electronic records and information governance.
Does the Advanced Electronic Document and Records Management EDRMS Masterclass cover document and records management systems?
Yes. Participants explore the relationship between document management and records management systems, including document imaging, document services, workflow, physical records management, enterprise report management, metadata, and system integration.
Does the EDRMS Masterclass cover AI and cloud technologies?
Yes. The programme addresses current AI and cloud technologies and considers how emerging technologies can support electronic document and records management, information governance, automation, and organisational digital transformation.
Does the course cover EDRMS policy, compliance and governance?
Yes. The training covers EDRMS policies, governance and compliance requirements, including policy development, regulatory considerations, information security, records retention, e-mail governance, e-discovery, and digital preservation.
What is the difference between the 5-day and 10-day EDRMS Masterclass?
The 5-Day Comprehensive programme provides broad coverage of EDRMS components, enterprise content management, technology, implementation, governance, and preservation, while the 10-Day Executive Masterclass explores the subjects in greater depth with additional focus on governance, strategy, organisational change, and interoperability.

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