A comprehensively developed file plan enables organizations to find their information effectively. Correctly filed and stored records are more easily accessible, which facilitates good governance, transparencyand accountability and
regarded as an internationally recognized best practice.
Organizations are able to perform their functions successfully and efficiently because the flow of information is orderly and efficient.
Trustworthy records are created and maintained in accordance with record keeping systems which mirror the business processes and activities of the organization.
Eliminating the unnecessary duplication of records ensures efficiency and better economies of scale.
►Target Audience
The Electronic Records Management (ERM) training is designed for Business Managers
IT Managers
Compliance Officers
Archivists
Librarians
Risk Managers
Records Managers and Information Managers
as well as for solution providers
sales consultants
project managers
and technical staff.
►Course Outline
Day 1
ERM Strategic Component – (Why ERM?)
Understand ERM business drivers
Be able to do a “wake up call” about the need for best practice ERM
Make an explicit link between ERM and the current situation
Demonstrate how ERM affects each user
Understand the concepts of ERM and show how it supports information challenges
Identify necessary resources and responsibilities for implementing ERM
Explore the implications of a strategic ERM decision
Gain commitment for change
What’s involved?
Who’s responsible?
Case Studies
Day 2
ERM Concept Component – (What is ERM?) – Part A
Understand Records Management terminology
Understand the life cycle of records with focus on electronic records
Consider the sources of records and appropriate capture mechanisms
Explain the concepts of classification and different approaches depending on local business needs
Review current metadata standards and guidelines
Understand search and retrieval
Explore different levels of access control and permissions
Day 3
ERM Concept – Part B
Determine retention or disposal
Creating records, Classification Schemes
Review digital preservation techniques
Determine migration
Agree upon ERM administration and audit
Identify necessary legislation, standards and regulation
Understand discovery, disclosure and related issues
Day 4
ERM Process Component – (How to implement ERM?)
Manage an ERM program consisting of several coordinated projects
Identify the new roles, responsibilities and organizational structure to provide governance and management of an ERM facility
Understand “Concept of Operations” as a shared vision of an ERM future
Develop an Information Survey – what information do we have?
Develop a Business Case for ERM
Identify the business requirements of the ERM system
Develop and implement a Business Classification Scheme
Explain the details of user groups and users
Understand the impact of implementing ERM on the organization’s IT infrastructure
Understand Pilot Implementation / Model Office
Define and explain the roll-out stage of ERM projects
Recognize steps involved with sustaining ERM after implementation and realizing the benefits
Post-workshop Case Study
Day 5
Managing Documents & Records in the Cloud
Understanding “The Cloud”
Different “Cloud” and deployment models
Advantages and disadvantages of cloud storage
Discussing the implications for records management
Determining whether the cloud is right for your organizations