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