Enterprise Content Management (ECM) training

ECM Master (ECMm) certification
The Enterprise Content Management (ECM) training covers the strategies, tools and technologies used to capture, store, manage, preserve and deliver information in support of business processes. It provides you with a framework which enables the management of information assets across an organization, and it ties in relevant components and technologies. This could be Electronic Document Management, Electronic Records Management, Workflow, Business Process Management, Web Content Management, Collaboration and Digital Asset Management.

Content
Day I
Strategic (Why ECM?)

• Understand the concept of ECM and its business drivers
• Be able to justify a “wake up call” about the need for best practice ECM
• Make an explicit link between ECM and current situation
• Structure for identifying information assets
• Enable content collaboration and reuse across an organization
• Identify necessary resources and responsibilities for ECM
• Explore the implications of a strategic ECM decision
• Gain commitment for change
• What’s involved and who’s responsible?

Day I
Concepts (What is ECM?) – part A

• Understand the information lifecycle, focusing on electronic content: capture, store, manage, preserve and deliver

Day II
Concepts – part B

• Consider the sources of information and appropriate capture mechanisms
• Decide upon relevant storage models including audit trail and storage technologies
• Consider the different concepts for managing information and content, such as BPM, Workflow, Collaboration, and Business Continuity
• Review digital preservation techniques
• Consider different ways of delivering information and content to employees, partners and customers
• Decide upon re-purposing and interoperability
• Review necessary metadata and indexing
• Explain the concepts of classification and different approaches depending on local business needs
• Cover search and retrieval
• Discuss different levels of access control and security
• Define interfaces, legacy systems and migration
• Understand the impact of Legislation, Standards and Regulation

Day III
Process (How do you implement ECM?)

• Manage an ECM program consisting of several coordinated projects
• Identify the new roles, responsibilities and organizational structure necessary to provide governance and management
• Understand the “Concept of Operations” as a shared vision of an ECM future
• Plan and execute an Information Survey – what information do we have?
• Develop a Business Case for ECM
• Identify the business requirements of ECM systems
• Develop and implement a Business Classification Scheme
• Understand details of user groups and users
• Recognize the impact of implementing ECM on the organization’s IT infrastructure
• Plan Pilot Implementation / Model Office
• Plan roll-out stage of ECM Projects
• Recognize the steps involved in sustaining ECM after implementation and realising the benefits

Day IV
Case

• Allow participants to test and use their new knowledge for planning, designing and implementing ECM.
• Introduction of Case Studies
• Group 1 – Strategy
• Group 2 – Concepts
• Group 3 – Process
• Develop possible solutions
• Presentations by Groups
• Evaluation & Discussions
• Post-Workshop Case Study 0