DOCUMENT MANAGEMENT SYSTEM
DOCUMENT MANAGEMENT SYSTEM
OBJECTIVES
• To understand document management lifecycle
• Help create business case and requirements for the selection and procurement of document management
• Create a document management plan of action to implement in their organization and learn from best practice implementations and case studies
• Concepts for managing information and content, such workflow, business process and collaboration
• Review industry leading solutions and vendors in this marketplace
• Using metadata, business classification scheme, taxonomy and setting retention plans
• Lean about legislation, standards and regulation
• Set up search and retrieval
• Setting up access controls and security
• Develop storage models, audit trail and storage technologies
WHO SHOULD ATTEND?
This program will prove to be a useful and productive for all those who are interested in understanding document management and how it can be implemented successfully. It will be of benefit to:
• Document Management personnel
• Document Management Supervisors
• Suppliers, Solution Providers and Vendors
• Executives
• Users of Document and Records Management
• Personnel seeking to enhance their skills
• IT Management
• Technical staff
COURSE OUTLINE
STRATEGY AND UNDERSTANDING KEY ELEMENTS OF DOCUMENT
• Introduce document management
• ISO 15489 Part 1 and Part 2 overview
• Business case and drivers
• Business requirements for managing document
• Managing information as an asset
• Understanding the terminology
• Document management strategies
• Information governance•
CONCEPTS AND SET-UP COMPONENTS
• Document lifecycle
• Capture and storage management
• Storage and handling
• Preservation and archiving
• Metadata and indexing
• Classification schemes
• Searching and retrieving
• Controls and security
• Legislation, standards and regulation
PROCESS AND DELIVERY
• Information gathering: audit and survey
• Building a business case
• Defining business requirements
• ISO 15489 Part 1
• How to set ISO 15489 policies and standards
• Assigning responsibilities and authorities
• Establishing procedures and guidelines
• Business classification scheme
• IT infrastructure details
• Model office and rollout
IMPLEMENTATION PLANNING
• Implementation planning
• ISO 15489 Part 2
• Designing, implementing and administering specialized systems for managing records
• Integrating document management into business systems and processes
• Information audit: monitoring compliance
• Project and program planning
CASE STUDIES
• Introduction to case studies
• Group 1 – Strategy: Developing a business case
• Group 2 – Concepts: Training and awareness program
• Group 3 – Process: Developing policy and standards