COURSES AND EVENTS

2009 Course leaflet
View 2009 Course Leaflet

(PDF version)


Successfully planning, cost-justifying and implementing an electronic document and records management solution
(One day course)

£25 discount graphicChoice of dates
30 April 2009
9 July 2009
29 October 2009

View course leaflet and booking form (PDF)
Course programme (2009)
Local hotels
Travel

EDRM graphicOverview
To successfully implement an EDRM solution you need to carry out two core programmes of work.

First, you need to agree and implement a records management strategy. This course takes you through that process following the proven DIRKS methodology (developed by the National Archives of Australia) and the international standard ISO 15489.

Second, you need to define your functional and technical requirements for an EDRM solution and then procure and implement the right solution for your organisation. This course takes you through the different stages of this process following Cimtech’s proven methodology.

Programme
The morning session starts with a review of the stages you need to go through to successfully implement an EDRM solution and how to set up and manage an EDRM project.

The course reviews the information gathering and analysis tasks. Guidance is provided on how to analyse your business activities and draw up a classification scheme and file plan, how to review your record keeping requirements and draw up a retention schedule, how to audit your current systems and produce a gap analysis and how to review your active document and content management requirements.

The afternoon session covers the feasibility study and business case stage. Several strategy and system options are reviewed and and you will be taken through the process of developing a business case for the preferred approach.

The course then reviews the steps involved in defining a detailed statement of requirements (SOR) for the preferred EDRM solution including all the functions and services required and the preferred implementation plan.

The course closes with a review of the range of solutions on the marketplace from SharePoint and open source software to corporate ECM solutions.

The sessions are designed to be interactive with time set aside for discussion.

Cimtech
Cimtech is a public sector centre of expertise on all aspects of electronic document, records and content management based at the University of Hertfordshire. Cimtech provides independent consultancy services, courses and publications in this field.

Who should attend?
Business managers who need a review of the business benefits and management issues. Project managers who require a checklist for successful project management. IT managers who must make platform and support decisions. Records managers and documentation specialists who have a role to play in implementing these systems. Suppliers and integrators of EDRM systems who need a comprehensive review of the market.

Programme* (download PDF of full programme )

PROGRAMME

09.00

Registration and coffee

09.30

Introduction to Cimtech and the course
Roger Broadhurst, Cimtech Ltd

 

A checklist for successfully implementing an EDRM system
Tony Hendley, Managing Director, Cimtech Ltd

10.30

Coffee

 

Information gathering and analysis
Tony Hendley, Managing Director, Cimtech Ltd

 

Managing an electronic records management project
John Walsh, Senior Consultant, Cimtech Ltd

 

Discussion

12.45

Lunch

13.30

Conducting a feasibility study and making the business case
John Walsh, Senior Consultant, Cimtech Ltd

 

Defining your requirements for Electronic Document and Records Management
Tony Hendley
, Managing Director, Cimtech Ltd

15.30

Tea

15.45

Electronic document and records management products and services
Tony Hendley, Managing Director, Cimtech Ltd

 

Discussion

16.45

Close

* Cimtech reserves the right to alter the timing and content of the sessions.

Speakers
Speakers will include Tony Hendley, Roger Broadhurst and John Walsh of Cimtech.

Fees:
£195.00+ £29.25 VAT (Cimtech members)
£245.00 + £36.75 VAT (non members)
Course fee includes lunch, refreshments and a copy of the course documentation.
(A £25.00 early booking discount is offered on bookings received at least four weeks in advance of the course date. See course leaflet for details.)

Booking
Please click here to view the 2009 course leaflet in PDF format. Please complete the booking form on page 4 of the leaflet and return to Cimtech as soon as possible to ensure a place on the course. If you book a place and your plans change, an alternative delegate is always welcome. If that is not possible, you may cancel your registration with a full refund less 10 per cent administrative charge provided we receive notification in writing at least 10 working days before the event. Cancellations received after that will be liable for the full amount. Special diets can be accommodated and a list of local hotels will be sent on request—please tick the appropriate boxes on the booking form. A list of local hotels is available from the Cimtech website at www.cimtech.co.uk.

Click here to view a PDF version of the 2009 course brochure

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