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Successfully planning, cost-justifying and implementing an
electronic document and records management solution
(One day course)
 Choice of dates
30 April 2009
9 July 2009
29 October 2009
View course
leaflet and booking form (PDF)
Course programme (2009)
Local hotels
Travel
 Overview
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 )
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PROGRAMME |
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09.00 |
Registration and coffee |
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09.30 |
Introduction to Cimtech and the course
Roger Broadhurst, Cimtech Ltd
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A checklist for successfully implementing
an EDRM system
Tony Hendley, Managing Director, Cimtech
Ltd
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10.30 |
Coffee |
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Information gathering and analysis
Tony Hendley, Managing Director, Cimtech
Ltd |
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Managing an electronic records management project
John Walsh, Senior Consultant, Cimtech Ltd
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Discussion |
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12.45 |
Lunch |
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13.30 |
Conducting a feasibility study and making the business case
John Walsh, Senior Consultant, Cimtech Ltd |
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Defining your requirements for Electronic Document
and Records Management
Tony Hendley, Managing
Director, Cimtech Ltd |
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15.30 |
Tea |
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15.45 |
Electronic document and records management products and services
Tony Hendley,
Managing Director, Cimtech
Ltd |
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Discussion |
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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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