ITN0601 | Electronic Document & Records Management Systems (EDRMS)

Start End Duration Venue Fees
05 Jan 2020 16 Jan 2020 2 Weeks Dubai $6,900 Register
03 Feb 2020 14 Feb 2020 2 Weeks Singapore $8,000 Register
02 Mar 2020 13 Mar 2020 2 Weeks Istanbul $7,300 Register
06 Apr 2020 17 Apr 2020 2 Weeks Jakarta $8,000 Register
04 May 2020 15 May 2020 2 Weeks London $7,900 Register
01 Jun 2020 12 Jun 2020 2 Weeks Barcelona $7,900 Register
06 Jul 2020 17 Jul 2020 2 Weeks Cape Town $9,000 Register
03 Aug 2020 14 Aug 2020 2 Weeks Bangkok $7,500 Register
06 Sep 2020 17 Sep 2020 2 Weeks Cairo $6,400 Register
05 Oct 2020 16 Oct 2020 2 Weeks New York $10,000 Register
02 Nov 2020 13 Nov 2020 2 Weeks Kuala Lumpur $7,300 Register
07 Dec 2020 18 Dec 2020 2 Weeks Bali $8,000 Register


PROGRAM'S BACKGROUND


This program is designed to deliver advanced concepts in document and records management. Many organizations have embarked on implementing EDRMS systems, with varying degrees of success. This program 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 organizations. Attendees should have a solid understanding of records management and EDRMS fundamentals. You will be able to:

›       Provide a consistent understanding as to what EDRMS and ECM systems are and highlighting the differences between them

›       Position ECM and Knowledge Management in a cohesive framework

›       Provide a framework for developing a business case for implementing EDRMS or ECM systems

›       Provide generic (non-vendor-specific) EDRMS solution design methodologies

›       Provide detailed policy and procedures frameworks

›       Equip delegates to be able to create their own communications plan for the EDRMS/ECM implementation

›       Equip delegates to implement a trustworthy Imaging system

›       Show the differences and interrelationships between data and documents or records

›       Enable delegates to build metadata schema for their organizations

›       Equip delegates to understand and prepare for managing e-mail as a record

›       Establish an e-discovery framework

›       Conduct an analysis of work processes that generate or capture records

›       Establish a plan for digital preservation

›       Establish the necessary Governance structures

PROGRAM'S OBJECTIVES


This Program’s Attendees Will Be More Able To:

›       Define the difference between EDMS, RMS and integrated EDM/RM Systems

›       Conduct a survey of various EDMS, RMS and integrated EDM/RM Systems on the market

›       Understand the role that policies, procedures and standards play in establishing a records/archives management program with an EDM/RM System

›       Analyze, design, implement and present a professional EDM/RM system and its various components

›       Manage/control documents, including folders and forms reduce document distribution costs

›       Distribute and view documents costs

›       Scan, OC, index and archive paper documents

›       Automate other office functions that involve work flows and electronic mail

›       Address requirements of ISO 9000 and other regulatory agencies

›       Understand different technologies involved in EDMS

›       Manage EDMS projects and justify ROI

›       Get hands-on training on some EDMS products

›       Evaluate merging standards 

PROGRAM'S ATTENDEES


›       Administration Staff

›       Document Controller

›       Secretary HR Employees

›       Managers and Supervisors of all industries who are interested in learning about tomorrows technologies for paperless working environment and Data Management Systems

›       Records staff with a solid grounding in IT and EDRMS principles

›       IT or business unit staff who need to implement electronic document and records management systems

›       Records staff that have little or no experience with computers

›       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)

PROGRAM'S OUTLINE


OVERVIEW OF EDM/RM SYSTEMS

REVIEW OF EDRMS COMPONENTS & FUNCTIONALITY

›       Document Imaging

›       Document Services

›       Workflow

›       Electronic management of physical records

›       Enterprise report Management (Output management)

›       Microforms

›       Integration between Document and Records Management systems

DEMONSTRATION OF EDM/RM SYSTEM

DEMONSTRATION OF EDM/RM SYSTEM

SETTING THE FRAMEWORK

POLICY AND PROCEDURES DEVELOPMENT

PURCHASING AN EDM/RM SYSTEM

CLASSIFYING AND DESCRIBING RECORDS

RETENTION RELATED ISSUES

SECURITY & ACCESS DESIGN

SOLUTION DEPLOYMENT

IMAGING & WORKFLOW

INTEGRATION STRATEGIES

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 & 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

›       Program and project management considerations

SOLUTION DESIGN

›       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 & PROCEDURE DEVELOPMENT

›       Records management policies and procedures

›       Information management policies and procedures that impact upon records management

DOCUMENT IMAGING IN DETAIL

›       Implications

›       Procedures and processes

›       Quality issues

DATA CAPTURE & 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

INFORMATION SECURITY

›       Policies

›       Implications

›       Action steps

ELECTRONIC DISCOVERY

›       Challenges with e-discovery

›       Implications and action steps

›       Analyzing work processes that capture or manage records

›       Aligning records management/ECM 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

IMPLEMENTING GOVERNANCE FRAMEWORKS

›       The steering committee

›       Checks and balances

›       Reviews and rework

ADDITIONAL DETAILS




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Ibn Al-Hakam Square, Helmyat El-Zaytoon, Cairo, Egypt
Tel: 002 01117866099 | 01117864455, Email: info@pioneerscenter.com
 

Benefits to Organization

1. The candidates will become competent, effective and productive on their jobs. This training program is useful for:
        · Competency building where existing employee is promoted or planned to be promoted.
        · Technical knowledge, skills and competencies.
        · Needs and expectations of the stakeholders/ customers both internal and external.
        · Opportunities to exceed stakeholder/ customer expectations.
2. Create a pool of trained manpower that can cost-effectively spread the knowledge to large number of employees inside the organization.
3. Our facilitators often act as mentors for your trained employees and thus provide a most effective way to ensure effective competency development and application by your motivated staff.
4. We adopted a one-to-one approach that can provide more room for your employees to work at their own pace and address individual needs more freely.

Benefits to the Individuals

1. The candidates will gain a multi-discipline understanding of the subject matter.
2. Have an individual action plan to take away that will help the candidates make a difference in their organizations. This will add value to the expertise and experience of the candidates’.
3. Be more able to enhance job satisfaction and reduce wasted time and effort.
4. Ensure that the candidates will know and appreciate the strategic imperatives that drive the organization's efforts in their relevant job area.
5. Be more able to align your roles and job requirements with the organization’s mission and vision.
6. Be more able to meet your deadlines and tasks and successfully complete any scorecard in a timely fashion.

Additional Benefits

1. Good & best industry practices.
2. Checklist approach for ease of understanding and practical application.
3. Latest technologies including information technology, quality assurance and methodology.
4. Quality assurance and quality improvement incorporated in each program.
5. One-to-one approach and small groups will lead to learner-centered environment.
6. Experienced and qualified instructors both academically and in practice.
7. Customized programs to meet and suit individual training needs.
8. Letters of recommendation for the exceptional performers.

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