Professional Documents
Culture Documents
INTRODUCTION
The aim of this programme is to develop the skills
expected of today’s professionals involved in
management of records, whether they are in public or
private sector.
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 In today's technological environment,
Reduce long-term storage costs organizations must learn how to handle
Increased importance of environmental, records so that they can be used as
customer service, disaster recovery, and needed in the future. Records must be
regulatory requirements. managed from the time they are created
Requirement to cut operating budget in or received through distribution, use, and
poor economy maintenance, until they are finally
Enhance customer/public service destroyed or permanently archived.
Enhance information sharing internally &
externally
Provide new/faster services Every organization and every individual
Preserve historic documents has records! Business offices,
Achieve statutory/regulatory requirements government agencies, nonprofit groups,
more effectively educational institutions, and medical
Provide document security – disaster
facilities—just to name a few—must deal
recovery
with enormous amounts of records on a
Stimulate, creativity, motivation, loyalty
daily basis. Executives and support staff
are inundated with data and information
in various formats.
COURSE OUTLINE LINKING THE EDRM SYSTEM TO ORGANIZATIONAL GOALS
AND STRATEGY
UNDERSTANDING THE CONTEXT OF ELECTRONIC RECORDS
Using EDRMs to make program and service delivery more
MANAGEMENT efficient
The Opportunities and Challenges of Electronic Records Supporting transparency and collaboration across
What Are Electronic Records? departments
The Technological Framework for Electronic Records Management Fostering more informed decision making in day-to-day
Legal and Organisational Environments operations
The Role of Standards and Guidelines Preserving historically valuable information
The Importance of Metadata Using the system to manage government
INTEGRATING EDRMS WITHIN AN OVERALL IM STRATEGY DATA SYNCHRONIZATION: EDUCATING BUSINESS
What is Electronic Document Record Management (EDRM) and how can COMMUNITY
your department benefit?
Data synchronization best practices
Understanding how EDRM links to IT and business strategies
Implementing Global Data Synchronization
Linking document management, records management and workflow·
Maximizing the efficiency of supply chain processes
Where is EDRM technology heading and how will it affect the way
DRIVING CULTURAL CHANGE TO ENSURE
business is conducted?
SUCCESSFUL EDRM IMPLEMENTATION
IMPLEMENTING THE EDRM SYSTEM
Identifying the challenges that come with moving to an
Defining the scope of the EDRM project
EDRM environment
Developing an action plan
Understanding management’s mindset and building the
Critical role of change management in obtaining user buy-in
case for change
Preparing procedures and system architecture
Assessing the success of your cultural change programs and
Introducing new record keeping disciplines to an organization
moving forward information through its life cycle
Understanding the legislative requirements
Selling the benefits to users and devising a strategy to drive
METADATA MANAGEMENT uptake
What is metadata management? Implementing an effective staff training system
Developing a metadata standard Educating staff in the use of IT and business classification
Practical application of metadata management in an EDRM schemes
environment CHOOSING THE RIGHT EDRM SYSTEM
MAKING THE CASE FOR EDRMS This discussion details how to choose the right system.
This session describes how to make the case for EDRMs by defining business Carefully identifying the organization’s requirements and
and technology requirements through: culture
Systematic identification of required EDRMS capabilities and EDRM Screening and evaluating EDRM suppliers
infrastructure components focused both on corporate goals and detailed Does the product have the capability to meet predicted
discovery of user requirements future requirements?
A comprehensive business case including risk assessment, cost/benefit Will the EDRMS seamlessly integrate with your desktop
analysis (using both "hard" and "soft" measures) and a roadmap for applications and email system?
implementation Will the product run on your existing infrastructure and
A staged process of validation that exploits I&IT architecture and
network?
standards processes to help position EDRMs as an enterprise tool.
Free
Laptop