• Understand and implement advanced principles of electronic document and records management
• Be equipped with the tools to implement new systems or streamline existing systems
• Understand potential for introducing new technologies in document and records management
• Facilitate the move to enterprise content management
• To ensure that your organisation is compliant

Advanced electronic document and records management

4/5/6 June 2008

Course objectives:
African Information Institute in partnership with IMISA (Information Management Institute of South Africa) present this three-day unique workshop that is designed to deliver advanced concepts in document and records management. Many organisations have embarked on implementing EDRMS systems, with varying degrees of success.

Attendees should have a solid understanding of records management and EDRMS fundamentals.

About your expert facilitator

Paul Mullon is a founding member of IMISA, an information management specialist organisation providing consulting and training services to Government and private sector organisations on all aspects of records and information management.

Mullon has been in the computer industry for over 23 years, having worked for a number of South African leading companies. During the last 18 years he has been involved in workflow, document and records management.

He has a B. Com (Hons), MBA. Mullon is a member of ARMA and AIIM, and is very involved in standards development for document management applications and records management at both South African and international levels. In 2005, Mullon was appointed as the world-wide Convenor of a new ISO standard for the Long Term Preservation of Electronic Records. In addition he is Chairman of the South African Technical Committee for Document Management Applications.

Who should attend:

• 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
• It will be of particular value to organizations that plan to need to comply with records management regulations and standards.
• Organisations who are in the process of implementing document and records management systems
• Organisations looking to extract value out of existing systems
• All organisations (public and private sector)

• Information managers,
• Knowledge managers,
• Information specialists,
• Records managers,
• Records specialists,
• Records officers,
• Documentation officials,
• Document controllers,
• Archivist,
• Administration officers,
• Data administrators,
• Data managers,
• Information services managers,
• Registry managers,
• Librarian,
• Compliance officers,
• Business process manager,
• Project managers,
• Registry managers,
• Workflow administrators.

Duration:
Three days

Contents:

• Review of EDRMS components and functionality
o Document imaging
o Document services
o Workflow
o Electronic management of physical records
o Enterprise report management (output management)
o Microforms
o Integration between document and records management systems
• Enterprise content management systems
o Web content management
o Digital rights management
o Digital asset management
o Business process management
o Electronic forms management
o E-mail archiving
o Databases and other systems containing records
• Knowledge and information management
o Understand how it all fits together
o Decide what your organisation needs based on its real requirements
o The new organisational partnership (Records Management and IT)
• Developing a strategy for EDRMS
o Developing a business case
o Gathering commitment, resources and funding
o Creating a roll out plan
o Programme and project management considerations
• System configuration
o Non-technical specifications
o Roles and responsibilities
o Security classification
o Permissions and access rights
o Architectural issues
o Service Oriented Architecture (SOA)
o Software as a Service (SaaS)
• Detailed policy and procedure environment
o Records management policies and procedures
o Information management polices and procedures that imp[act upon records management
• Detailed communications management workshop
o Develop a communications plan for the records management programme
• Document imaging in detail
o Implications
o Procedures and processes
o Quality issues
• Data capture and document capture
o Implications
o Forms and character recognition
o Merging these two environments
o Data quality issues
o An evolutionary approach to integration
• Metadata
o Understanding metadata requirements
o Capture of metadata
• E-mail rules
o Challenges specific to e-mail
o E-mail etiquette
o E-mail archiving
• Information security
o Policies
o Implications
o Action steps
• Electronic discovery
o Challenges with e-discovery
o Implications and action steps
• Analysing work processes that capture or manage records
o Aligning records management to corporate strategy
o Determining those processes which impact on record keeping
o Designing the classification system accordingly
• Digital preservation
o Detailed challenges of preservation
o Open Archival Information Systems (OAIS)
o International Developing a digital preservation strategy
• Implementing Governance frameworks
o The steering committee
o Checks and balances
o Reviews and rework

Outcomes:

• Understand and implement advanced principles of electronic document and records management
• Be equipped with the tools to implement new systems or streamline existing systems
• Understand potential for introducing new technologies in document and records management
• Facilitate the move to enterprise content management
• To ensure that your organisation in compliant

Venue

Date: 04 June 2008 to 06 June 2008
Location: Hotel Apollo, Randburg

Contact: Hennie Oosthuizen
Company name: African Information Institute
Telephone number: 011 7811155
Email address hennie@aii.co.za

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