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AIIM Enterprise Content Management (ECM) Master Class

DESCRIPTION

The ECM Master Training Class provides you with an excellent coverage of ECM with the main
elements from AIIM’s ECM Strategic, Practitioner and Specialist training programs in addition to case
study exercises. This 4 day training program covers why, what and how to implement ECM.

  • The ECM Strategic component provides you with the knowledge to get ownership and support by senior executives and users
  • The ECM Concepts component covers the information lifecycle and related concepts such as Electronic Document Management, Collaboration, Business Process Management and Electronic Records Management.
  • The ECM Process component covers the implementation of programs and projects, and related processes such as Information Governance, Concepts of Operations, Information Survey, Business Case, IT infrastructure details and After Implementation Management.
  • The ECM Case component allows to you discus, share and learn global best practices for ECM.

OBJECTIVES

Strategic Component: (Why ECM?)

  • Understand the concept of ECM and its business drivers
  • Be able to justify a “wake up call” about the need for best practice ECM
  • Make an explicit link between ECM and current situation
  • Structure for identifying information assets
  • Enable content collaboration and reuse across an organization
  • Identify necessary resources and responsibilities for ECM
  • Explore the implications of a strategic ECM decision
  • Gain commitment for change

Concepts Component (What is ECM?)

  • Understand the information lifecycle, focusing on electronic content
  • Consider the sources of information and appropriate capture mechanisms
  • Decide upon relevant storage models including audit trail and storage technologies
  • Consider the different concepts for managing information and content, such as BPM, Workflow,
  • Collaboration, and Business Continuity
  • Review digital preservation techniques
  • Consider different ways of delivering information and content to employees, partners and customers
  • Decide upon re-purposing and interoperability
  • Review necessary metadata and indexing
  • Explain the concepts of classification and different approached depending on local business needs
  • Cover search and retrieval
  • Discuss different levels of access control and security
  • Define interfaces, legacy systems and migration
  • Understand the impact of Legislation, Standards and Regulation

Process Component (How do you implement ECM?)

  • Manage an ECM program consisting of several coordinated projects
  • Identify the new roles, responsibilities and organizational structure necessary to provide governance and management
  • Understand the “Concept of Operations” as a shared vision of an ECM future
  • Plan and execute an Information Survey – what information do we have?
  • Develop a Business Case for ECM
  • Identify the business requirements of ECM systems
  • Develop and implement a Business Classification Scheme
  • Understand details of user groups and users
  • Recognize the impact of implementing ECM on the organization’s IT infrastructure
  • Plan Pilot Implementation / Model Office
  • Plan roll-out stage of ECM Projects
  • Recognize the steps involved in sustaining ECM after implementation and realising the benefits

Case Component (Putting it all together)

- Allow participants to test and use their new knowledge for planning, designing and implementing ECM.

COURSE AGENDA


Day 1, Strategic

  • Introduction
  • Business drivers for ECM
  • Managing information assets
  • ECM Terminology
  • ECM Strategies
  • The genesis of ECM
  • Analyzing current situation
  • Present an overarching structure
  • Information governance
  • What’s involved?
  • Who’s responsible?
  • Next steps
Day 2, Concepts
  • ECM Information Lifecycle
  • Capture
  • Store
  • Manage
  • Preserve
  • Deliver
  • Re-purposing
  • Metadata and indexing
  • Classifications schemes
  • Searching and retrieving
  • Controls and security
  • Interfaces, legacy systems and migration
  • Legislation, Standards and Regulation
  • Next step

Day 3, Process
  • ECM Project & Program Management
  • Information Governance
  • Concept of Operations
  • Information Survey
  • Business Case
  • Business Requirements
  • Business Classification Schemes
  • Details of user Groups & users
  • IT Infrastructure details
  • Pilot or Model Office
  • Roll-out
  • After Implementation
Day 4, Case
  • Introduction of Case Studies
  • Group 1 – Strategy
  • Group 2 – Concepts
  • Group 3 – Process
  • Develop possible solutions
  • Presentations by Groups
  • Evaluation & Discussions
  • Post-Workshop Case Study

SUMMARY

ECM Master Class, a 4-day Instructor-led program
  • Includes access to 26 supporting web modules (each approx 1 hour)
  • Includes a case study exercise that must be answered within 3 months
  • Includes 3 opportunities to take and pass the AIIM ECM Master web exam

Click here to view information on the ECM Practitioner class also offered by Lorson Resources Limited.

Click Here to register for this course

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