Electronic Document And Records Management Systems (edrms)

Introduction

Electronic Document and Records Management Systems (EDRMS) provides professionals with the knowledge to effectively manage and organize digital documents and records. This course focuses on analyzing EDRMS functionalities, implementing digital workflows, and understanding the impact of EDRMS on organizational efficiency and compliance. Participants will learn to utilize EDRMS features, ensure data security and retrieval, and understand the intricacies of metadata management and records retention. By mastering EDRMS, professionals can enhance document control, streamline business processes, and contribute to the creation of a well-organized and compliant digital workplace.

The increasing volume of digital information and the need for efficient records management necessitate a comprehensive understanding of EDRMS implementation and utilization. This course delves into the intricacies of system configuration, user adoption, and integration with existing applications, empowering participants to develop and implement tailored EDRMS solutions. By integrating technological expertise with records management best practices, this program enables individuals to lead digital transformation initiatives and contribute to the creation of a seamless and efficient information environment.

Target Audience:

• Records managers
• IT managers
• Document controllers
• Compliance officers
• Information governance professionals
• Business analysts
• Project managers
• System administrators
• Data analysts
• Students of information science and technology
• Individuals interested in EDRMS
• Database administrators
• Knowledge managers
• Legal professionals
• Quality assurance managers

Course Objectives:

• Understand the principles and importance of Electronic Document and Records Management Systems (EDRMS).
• Implement techniques for analyzing organizational document and records management needs.
• Understand the role of metadata management and taxonomy in EDRMS.
• Implement techniques for developing and implementing metadata strategies and taxonomies.
• Understand the principles of document capture, storage, and retrieval in EDRMS.
• Implement techniques for managing document capture and retrieval processes.
• Understand the role of workflow automation and version control in EDRMS.
• Implement techniques for designing and implementing automated workflows and version control.
• Understand the legal and regulatory frameworks surrounding electronic records management.
• Implement techniques for ensuring compliance with electronic records regulations and standards.
• Understand the role of system integration and user adoption in EDRMS implementation.
• Understand the challenges and opportunities of implementing EDRMS in diverse organizational environments.
• Develop strategies for implementing and scaling up EDRMS initiatives.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Electronic Document and Records Management Systems (EDRMS)

• Principles and importance of EDRMS.
• Understanding the evolution of document and records management.
• Benefits of EDRMS in enhancing efficiency and compliance.
• Historical context and emerging trends in EDRMS.

Module 2: Organizational Document and Records Management Needs Analysis

• Techniques for analyzing organizational document and records management needs.
• Implementing requirements gathering and gap analysis.
• Utilizing document audits and process mapping.
• Managing needs analysis.

Module 3: Metadata Management and Taxonomy

• Understanding the role of metadata management and taxonomy.
• Implementing metadata standards and schemas.
• Utilizing controlled vocabularies and taxonomies.
• Managing metadata strategies.

Module 4: Metadata Strategy and Taxonomy Implementation Techniques

• Techniques for developing and implementing metadata strategies and taxonomies.
• Implementing metadata enrichment and validation.
• Utilizing metadata management tools and software.
• Managing taxonomy development.

Module 5: Document Capture, Storage, and Retrieval

• Understanding the principles of document capture, storage, and retrieval.
• Implementing document scanning and indexing.
• Utilizing electronic storage and retrieval systems.
• Managing document repositories.

Module 6: Document Capture and Retrieval Process Management Techniques

• Techniques for managing document capture and retrieval processes.
• Implementing automated capture and indexing.
• Utilizing search filters and faceted navigation.
• Managing retrieval workflows.

Module 7: Workflow Automation and Version Control

• Understanding the role of workflow automation and version control.
• Implementing automated document routing and approval.
• Utilizing version tracking and rollback mechanisms.
• Managing workflow automation.

Module 8: Automated Workflow and Version Control Design and Implementation Techniques

• Techniques for designing and implementing automated workflows and version control.
• Implementing workflow modeling and simulation.
• Utilizing document comparison and audit trails.
• Managing version control.

Module 9: Legal and Regulatory Frameworks

• Understanding the legal and regulatory frameworks surrounding electronic records management.
• Implementing compliance with data privacy and retention regulations.
• Utilizing electronic signature and authentication.
• Managing legal and regulatory risks.

Module 10: Electronic Records Regulation and Standard Compliance Assurance Techniques

• Techniques for ensuring compliance with electronic records regulations and standards.
• Implementing compliance audits and reporting.
• Utilizing regulatory compliance tools.
• Managing regulatory compliance.

Module 11: System Integration and User Adoption

• Understanding the role of system integration and user adoption.
• Implementing integration with existing applications and systems.
• Utilizing user training and support programs.
• Managing user adoption.

Module 12: Implementation Challenges in Diverse Organizational Environments

• Understanding the challenges of implementing EDRMS.
• Implementing EDRMS solutions in different organizational structures and industries.
• Utilizing EDRMS strategies in multinational and global operations.
• Managing implementation in diverse contexts.

Module 13: EDRMS Initiative Scaling

• Techniques for developing EDRMS project roadmaps.
• Implementing pilot project testing and evaluation.
• Utilizing scalability and performance optimization techniques.
• Managing EDRMS team and governance.

Module 14: Case Studies: Electronic Document and Records Management Systems (EDRMS)

• Analyzing real-world examples of successful EDRMS implementations.
• Highlighting best practices and innovative solutions.
• Documenting project outcomes and impact.
• Industry and EDRMS leader testimonials.

Module 15: The Future of Electronic Document and Records Management Systems

• Exploring emerging technologies and trends in EDRMS.
• Integrating AI, machine learning, and cloud technologies in EDRMS.
• Adapting to evolving document and records management needs.
• Building resilient and intelligent information ecosystems.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.