Course Outline -IMPLEMENTING ELECTRONIC DOCUMENTS AND RECORDS MANAGEMENT One Week -2011

8/7/2019 Course Outline -IMPLEMENTING ELECTRONIC DOCUMENTS AND RECORDS MANAGEMENT One Week -2011

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INTRODUCTIONThe aim of this programme is to develop the skills

expected of todays professionals involved in

management of records, whether they are in public or

private sector.

Every organization and every individual has records!

Business offices, government agencies, nonprofit groups,

educational institutions, and medical facilities just to

name a fewmust deal with enormous amounts ofrecords on a daily basis. Executives and support staff are

inundated with data and information in various formats.

A record is anything that provides information. A record

may be on any type of media: paper or electronic, digital

or analog, magnetic or optical, liquid or solid. In today's

technological environment, organizations must learn how

to handle records so that they can be used as needed in

the future. Records must be managed from the time they

are created or received through distribution, use, and

maintenance, until they are finally destroyed orpermanently archived.

The Electronic Document and Record Training Course will

give you a broad understanding of records management

terminology, concepts, and procedures to successfully

manage records in today's offices. Regardless of the

media on which the record is stored, it must be properly

managed to be an asset to the organization.

IMPLEMENTING ELECTRONIC DOCUMENTS & RECORDS TRAINING COURSE(Intensive One week Training Course)March 1st -5th, 2011


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In today's technological environment,

organizations must learn how to handle

records so that they can be used as

needed in the future. Records must be

managed from the time they are createdor received through distribution, use, and

maintenance, until they are finally

destroyed or permanently archived.

Course ObjectivesThis training course will help organizations:

To reduce costs Improve service Improve access to information

Improve tracking accountability of records

Improve security of information

Develop a disaster recovery plan Begin business process reengineering by

automating manual processes

Reduce long-term storage costs

Increased importance of environmental,customer service, disaster recovery, and

regulatory requirements. Requirement to cut operating budget in

poor economy

Enhance customer/public service

Enhance information sharing internally &externally

Provide new/faster services Preserve historic documents

Achieve statutory/regulatory requirementsmore effectively

Provide document security disaster

recovery Stimulate, creativity, motivation, loyalty

Every organization and every individualhas records! Business offices,

government agencies, nonprofit groups,educational institutions, and medical

facilitiesjust to name a fewmust dealwith enormous amounts of records on adaily basis. Executives and support staffare inundated with data and information

in various formats.


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CC OO UU RR SS EE OO UU TT LL II NN EE UNDERSTANDING THE CONTEXT OF ELECTRONIC RECORDS

MANAGEMENT

The Opportunities and Challenges of Electronic Records

What Are Electronic Records?

The Technological Framework for Electronic Records Management

Legal and Organisational Environments

The Role of Standards and Guidelines

The Importance of Metadata

INTEGRATING EDRMS WITHIN AN OVERALL IM STRATEGY

What is Electronic Document Record Management (EDRM) and how can

your department benefit?

Understanding how EDRM links to IT and business strategies

Linking document management, records management and workflow

Where is EDRM technology heading and how will it affect the way

business is conducted?

IMPLEMENTING THE EDRM SYSTEM

Defining the scope of the EDRM project

Developing an action plan

Critical role of change management in obtaining user buy-in

Preparing procedures and system architecture

Introducing new record keeping disciplines to an organization

Understanding the legislative requirements

METADATA MANAGEMENT

What is metadata management?

Developing a metadata standard

Practical application of metadata management in an EDRMenvironment

MAKING THE CASE FOR EDRMS

This session describes how to make the case for EDRMs by defining business

and technology requirements through:

Systematic identification of required EDRMS capabilities and EDRM

infrastructure components focused both on corporate goals and detailed

discovery of user requirements

A comprehensive business case including risk assessment, cost/benefit

analysis (using both "hard" and "soft" measures) and a roadmap forimplementation

A staged process of validation that exploits I&IT architecture and

standards processes to help position EDRMs as an enterprise tool.

MANAGING ELECTRONIC INFORMATION WITHOUT AN EDRMS

Key requirements and risks in managing electronic records

A new approach to classifying e-records across systems

How desktop technologies can be used to start getting control of records

Where the investment should be focused to get some quick results

A pragmatic way forward that encompasses the realities of todays e-workplace.

LINKING THE EDRM SYSTEM TO ORGANIZATIONAL GOA

AND STRATEGY

Using EDRMs to make program and service delivery more

efficient

Supporting transparency and collaboration across

departments

Fostering more informed decision making in day-to-day

operations

Preserving historically valuable information

Using the system to manage governmentDATA SYNCHRONIZATION: EDUCATING BUSINESS

COMMUNITY

Data synchronization best practices

Implementing Global Data Synchronization

Maximizing the efficiency of supply chain processes

DRIVING CULTURAL CHANGE TO ENSURE

SUCCESSFUL EDRM IMPLEMENTATION

Identifying the challenges that come with moving to an

EDRM environment

Understanding managements mindset and building the

case for change

Assessing the success of your cultural change programs an

moving forward information through its life cycle Selling the benefits to users and devising a strategy to driv

uptake

Implementing an effective staff training system

Educating staff in the use of IT and business classification

schemes

CHOOSING THE RIGHT EDRM SYSTEM

This discussion details how to choose the right system.

Carefully identifying the organizations requirements and

culture

Screening and evaluating EDRM suppliers

Does the product have the capability to meet predicted

future requirements?

Will the EDRMS seamlessly integrate with your desktop

applications and email system?

Will the product run on your existing infrastructure and

network?

MANAGING THE CREATION, USE AND DISPOSAL OF

ELECTRONIC RECORDS

Developing Classification Schemes

Managing Electronic Records

Appraising and Disposing of Electronic Records

Developing Access Policies in an ElectronicEnvironment

Each participant for this programme shall

receive a free brand new laptop.

FreeLaptop


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WHO SHOULD ATTEND?This course will benefit to:

Chief Information Officers,

Chief Knowledge Officers,

Directors and Managers

Officers in both private and public

sector organizations, at all levels of

professional engagement involved in

records management, document

management, information

management, information systems,

archives, knowledge management,

library services, content management,

e-government, project management,

intranet communications, informationservices, information technology and

database management

Anyone aspiring to develop knowledge

or take up a position in electronic

document/record management.

When attempting to implement a

Document and Records Management

(DRM) solution, organizations can

sometimes forge ahead without

paying sufficient attention to planningfor success. A strategy is an important

component of this planning process.

This interactive training session will

provide attendees with a practical and

proven approach to developing a DRM

strategy. A methodology for strategy

development will be presented.


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Course Fees

Course fee is $1000 per delegate andcovers tuition and course materials.

Course Duration : 4 days

Method of Training

The method of training for each module is

highly participatory. And training sessions

will include:

Exciting practical group exercises, Role-plays

Case studies

Live instructions

Video presentations

Explicit practical examples

PowerPoint presentations

Course Fees

Course fee is $3600 per delegate andcovers tuition and course materials.

Course Duration : One Week

Venue: Cape Town,

South Africa

South Africa Office: P O Box 13798 Sinoville 0129,

Pretoria, South Africa.

Tel: +27832412212, +26876515877,

+27721325806, +26876518840,

Fax: +27866069027

Swaziland Office: Embassy House, Allister Miller

Street, P O Box 4755, Mb a b a n e ,

K i n g d o m o f S w a z i l a n d .Email: [email protected]

[email protected]

UK Office: 4 Dalespark Drive, Swinton, Manchester

M27 0FP, UK Web: www.dotrid.org

[email protected]

To apply online go to: www.dotrid.org/apply.html

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mailto:[email protected]://www.dotrid.org/http://www.dotrid.org/mailto:[email protected]

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Course Outline -IMPLEMENTING ELECTRONIC DOCUMENTS AND RECORDS MANAGEMENT One Week -2011