Cimtech One-day Courses

Successfully Managing an Electronic Document and Records Management (EDRM) Project

One-day course
Venue: Innovation Centre, University of Hertfordshire, College Lane, Hatfield, AL10 9AB. (Map)
2012 Dates: Contact Cimtech for details.

Successful project planning
Information gathering
Making the business case for EDRM
Implementing EDRM in your organisation

Course brochure (PDF)
Online booking form
Programme details
Local hotels
Travel

Overview

This course is aimed at those tasked with planning for and managing the implementation of Electronic Document and Records Management (EDRM) or Enterprise Content Management (ECM) into their organisation.

This course looks at what is involved in planning and managing an and EDRM or ECM project and provides practical guidance on techniques for information gathering and analysis, on how to conduct a feasibility study and make the business case and on how to define your requirements for EDRM/ECM and develop the information and records management policies, procedures and tools for your organisation.

Programme

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

The course then reviews the information gathering and analysis tasks. Guidance is provided on how to review your business activities and current information and records management policies, procedures and systems, and how to develop a classification scheme.

The afternoon starts with a session on how to analyse your findings and conduct a feasibility study, select the preferred option and make the business case for that option.

The next session looks in more detail at how you define your functional and service requirements for ECM and plan and procure the software and services you need.

The final session looks at how you prepare for and implement your ECM solution, agreeing the information architecture, setting up a proof of concept, roll out and benefits measurement.

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

Programme*

PROGRAMME
09.00	Registration and Coffee
09.30	Introduction to Cimtech and the course
09.45	Setting up an EDRM project Project governance, change management, resource management and planning stages.
10.45	Coffee Break
11.00	Information gathering and preparation Review and analysis of business activity. Review of information and records management policy, procedures and systems. Information audit and development of business classification scheme.
	Discussion
12.30	Lunch Break
13.15	Feasibility study and business case Reviewing the strategy options. Reviewing the EDRM solution options. Assessing the tactical and strategic benefits. Estimating costs and savings.
14.15	Defining your requirements and procuring your solution and services Defining a statement of requirements (SOR). Procurement routes and timescales.
15.15	Tea Break
15.30	Implementation Preparing for EDRM-information architecture. Proof of concept/pilots. Rollout methods. Benefits measurement.
	Discussion
16.45	Close

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

Speakers

All sessions will be delivered by Cimtech senior consultants including Tony Hendley, John Walsh and Alison Gibney.

Fees

£225.00 +VAT (early discount rate)
£250.00 +VAT (full rate)
Course fees includes lunch, refreshments and a copy of the course documentation.(A £25.00 early booking discount is offered on bookings received at least 28 days in advance of the course date. See course brochure for details.)

Booking

Please use our online booking form to reserve one or more places on this course. Alternatively, download the course brochure (PDF) and complete the booking form on page 4. Special diets can be accommodated.

	One-day courses
	Public sector conference
	Events calendar
	Online booking
	Local hotels

Cimtech Events