Zertifizierungskurs: AIIM Electronic Records Management Master

2-tägiger Kurs zur Erlangung des AIIM ERM Practitioner oder 4-tägiger Kurs zur Erlangung des AIIM ERM Master, durchgeführt von PROJECT CONSULT in Kooperation mit AIIM.

Das ERM Programm ist ein internationales Zertifizierungsprogramm, das jetzt  in Deutschland (in englischer Sprache) durchgeführt wird und individuelle Modulauswahl und Zeitplanung anbietet. Das Electronic Records Management Programm (ERM) besteht aus einem Strategie Workshop, einem Practitioner Programm, einem Specialist Modul und einem Master Programm, wobei jedes Modul mit einem Test abgeschlossen wird. Die Module bauen aufeinander auf. Bestellt werden können entweder das 2-tägige Practitioner Programm oder das 4-tägige Master Programm.

Während die Seminarsprache deutsch ist, werden die Kursunterlagen nur in englischer Sprache angeboten.

Zielsetzung:

• Methodologies and technologies for managing electronic records
• SharePoint, ECM and ERM technologies
• Development of metadata model, classification schemes and access controls
• Retention schedule and disposition
• Digital preservation techniques
• Legislation, standards and regulations
• Implementation planning execution

ERM – Electronic Records Management Programm

 Programm 1. Seminartag

• Modul 1: The ERM Strategy Workshop (Why ERM?)
  • Understand what electronic records management is
  • Learn electronic records management principles
  • Appreciate the importance of records
  • Understand ERM business drivers
  • Identify necessary roles and responsibilities for successful ERM
  • Understand information governance
  • Learn what activities and functionality are required for ERM
  • Understand the concepts of ERM and how they address current information challenges
  • Learn how to implement an ERM environment (policies, processes and people)
  • Understand how to implement an ERM solution
  • Gain commitment for change

Programm 2. Seminartag

• Modul 2: The ERM Practitioner program (What is ERM?)
  • Understand records management terminology and principles
  • Understand the lifecycle of records, with focus on electronic records
  • Consider the sources of records and appropriate capture mechanisms
  • Learn about current metadata standards, guidelines and practices
  • Understand the concepts of classification and different approaches depending on local business needs
  • Understand search, retrieval and presentation
  • Explore different levels of access control and permissions
  • Determine retention and disposition
  • Learn about records management technologies
  • Understand the need for ERM governance, staff and audits
  • Learn about electronic records storage
  • Understand digital preservation techniques

Programm 3. Seminartag

• Modul 3: The ERM Specialist program (How to implement ERM?)
  • Identify the stakeholders of an ERM program
  • How to carryout business and technology assessments
  • Develop a Business Case for ERM
  • Planning the implementation of ERM according to ISO15489-2
  • Identify the business and system requirements of the ERM system
  • Understand information governance
  • Identify records management policies and procedures
  • Learn how to design records management processes
  • Learn how to design records technology solutions
  • Understand model offices and pilot implementation
  • Define and explain the project work products for ERM implementation
  • Understand what is meant by benefits realization

Programm 4. Seminartag

• Modul 4: The ERM Master program (Putting it all together)
  • Participants will use their newly gained knowledge to plan, design, and implement an ERM project based on case study exercises and expertise learned from the Strategic, Practitioner, and Specialist Course programs.

Zielgruppe

• Business Analysten
• Compliance Verantwortliche
• EDV Management und technische Mitarbeiter
• Mitarbeiter aus dem Bereich des Records Managements
• Archivare
• Bibliothekare
• Risk Manager
• Abteilungsleiter
• Implementierungsteams
• Lieferanten
• Lösungsanbieter
• Hersteller und Anwender
• Geschäftsführung