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AIIM Training – value for you?
Atle Skjekkeland, ECMs
Vice President, AIIM
Email: [email protected]
Web: www.aiim.org/training
Learn the Why, What and How… The AIIM Certificate Programs are
designed from global best practices among our 65,000 strong community
Skill sets and best practices are identified by Education Advisory Groups in North America and Europe
AIIM has grown to be the leading provider of training programs covering industry best practices and technologies
Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.
AIIM Education Advisory Group Learning objectives are defined by the AIIM Education Advisory Group
AccentureAlbistur ConsultingBarclays CapitalBill and Vieve Gore School ofBusiness, Westminster CollegeBPCCRM AssociatesChevron Phillips Chemical CompanyCIACrown PartnersDoculabsFujitsuGambroGartnerGimmal GroupGlaxoSmithKlineHarris CorporationHartman CommunicatieHealth FirstHewlett-Packard
Hyland SoftwareIBMInforesight LimitedJPMorgan ChaseKodakMarion County Health Dept.Objective CorporationOracleOrdinaRicohRoyal Mail GroupShellSpringCMSunocoThe National Archives of United KingdomThe South Financial GroupUS CourtsUS Department of TreasuryZyLAB
AIIM Certificate Programs
Status after 3,5 years…
Job posting by Oracle Germany;
10,200+ attendees AIIM Practitioner, Specialist and Master are now recognized designations
15,000+ courses deliveredPartners across the world
78%4%18%
Sample of Program Students
•ABBYY
•Accenture
•AstraZeneca Pharmaceuticals
•Bank of America
•Boeing Company
•Booz Allen Hamilton
•Bureau of Engraving and Printing
•Canon
•Chevron
•CIGNA Healthcare
•Deloitte
•Eli Lilly and Company
•Fannie Mae
•HP
•Hyland Software Inc.
•IBM
•IKON Office Solutions
•Kimberly-Clark
•Kodak
•Lexmark I
•Liberty Mutual
Insurance
•Lockheed-Martin
•Microsoft
Corporation
•Petro-Canada
•Pfizer
•Philip Morris USA
•Price Waterhouse Coopers
•Progressive Insurance
•Ricoh
•Shell Oil Products US
•US Army Corps of Engineers
•Department of Transportations
•US Department of Treasury
•US Environmental Protection
Agency
•US Mint
•USAA
•Washington Mutual
Feedback from end-users
“AIIM’s training programs are essential to anyone in Information Management. Without up to date training, systems and programs are set up — but may be at risk, in the long run, if developed by the under trained. The Information Management Industry as a whole is developing at the speed of light, so even someone like myself (a 23 year veteran) needs to refresh their training and stay on top of technology and advancement in trends to understand how to apply it. AIIM’s training programs provide this education.” TK Train, CRM, ECMp, MBA, Document Control Manager,Gambro
“Enterprise records management or content management projects are comprised of cross functional teams with various backgrounds and specialties. It is important to the success of such projects that interdisciplinary teams develop a common lexicon and understanding of key concepts as fast as possible to enable collaboration. AIIMs educational curricula serve this need quickly and excellently”, Jayne Bellyk, RIM Program Manager, Chevron Phillips Chemical Company LP
Feedback from solution providers
“Fujitsu chose the AIIM ECM Certificate Training Program to empower our partners with the tools and strategies to help companies world-wide achieve successful ECM implementations.” Pamela Doyle, Director, Fujitsu Imaging Products Group
“The AIIM ECM training course provides an extremely comprehensive platform related to the enterprise content management industry and the technologies that support and drive it. The materials are thorough, up-to-date and well presented. I would recommend the course to both vendors and customers of ECM solutions.”John Opdycke, Vice President of Marketing, Hyland Software
In today’s Web 2.0 world, companies are required to provide a set of user experiences that enable employees to work with corporate information the way they work with personal information—easy to use, easy to find and easy to interact with others. Now more than ever, comprehensive enterprise content management training that incorporates the use of Web 2.0 technologies is a must-have for companies. With its broad-based support and real-world approach, AIIM continues to be the gold standard for ECM training.” Whitney Tidmarsh, Chief Marketing Officer, Content Management and Archiving Division, EMC Corporation
ECM Certificate Program
ECMECMStrategyStrategy
ECMECMProcessProcess
ECMECMCaseCase
ECMECMConceptsConcepts
Why? What? How? Use?
The Practitioner and Specialist programs are available as both online and classroom courses
The Strategy and Master programs are only available as classroom courses
New ECM Practitioner course
FoundationBuilding a sustainable ECM environment requires strong foundation with a good understanding of the technologies and architectural design.
Tools and InstrumentsUsing the right tools is vital to the design’s construction.
FuturesThe best designs for an ECM environment includes a continuous improvement program with a vision of the future.
ECM as a practice
Updated in 2009!
1. Introduction to ECMDefining data, information, content, recordsWhat is ECM?Business value of contentTechnology of ECM
2. Technologies and FunctionalityKey ECM technologies and benefitsSpecialized instances of ECM
3. Information ArchitectureDefining and positioning information architecture (IA)Role of ECM in an IAConceptual components of ECM
4. CaptureOn-ramps of content StrategyStages of captureBest practices for capture
5. MetadataDefining metadata conceptsBusiness values of metadataChallenges of metadataCreation and collectionSchema designRole of Standards
6. TaxonomiesDefining taxonomies and classificationSubject-based classificationBusiness case for classificationStandards and guidelinesClassification challenges
7. Security and ControlCollaboration vs ControlECM and Compliance Technology/Functionality
8. Process and AutomationBasic concepts and constructsBenefits and challengesMethods and toolsThe user interface
9. FindabilityDefining findability Search overviewBasic search techniquesPresentation and interfacesFindability and security
10. Delivery and PresentationThe value of information deliveryBasic techniques and conceptsContent tools and challengesPresentation tools and opportunities
11. Trends and DirectionsIntegrated contentSuites and platformsAlternative deployment modelsContent 2.0User expectationsNew business models
ECM as a practice
Updated in 2009!
New ECM Specialist course
ECM as a project
Updated in 2009!
1. Business AssessmentIntro to MIKE2 and Phase 1Strategic MobilizationProgram CharterInformation Management AwarenessIntro to SAFE ArchitectureAnalysis TechniquesOrganizational QuickScan
2. Business Strategy and BlueprintStrategic Business RequirementsBusiness Blueprint CompletionProgramme Review
3. Technology AssessmentPhase 2: technology assessmentRequirementsTechnical architectureRFP ProcessTechnology Blueprint Completion
4. GovernanceThe MIKE2 governance modelThe Information Governance Framework (IGF)Building the enterprise information governance documentLocalized governanceGovernance of CM instruments
5. RoadmapPhase 3: roadmap and foundation activitiesRoadmap overviewProject and deployment planDetailed business requirements
6. Foundation ActivitiesPhase 3: Foundation ActivitiesSoftware Development ReadinessEnterprise Information ArchitectureTaxonomy DesignMetadata DevelopmentSolution Architecture Def/RevisionPrototype the Solution Architecture
7. DesignPhase 4: designUser Support & Procedures designSecurity DesignInfrastructure Mngt Process DesignUser Collaboration Conceptual DesignUser Interface Design
8. Develop, Test and TrainPhase 5: Develop, Test, TrainUser Support & Operational Procedure GuidesTechnology Backplane DevelopmentTesting & Training in Action
9. Deploy, Operate and CloseoutPhase 5: Deploy, Operate, CloseoutProduction DeploymentEvaluation and LaunchImprove and Closeout
10. Change ManagementIdentifying and involving usersChange readinessBest practices for implementing changeManage user expectations and needsIncentive strategies
ECM as a project
Updated in 2009!
AIIM ERM Certificate Program
ERMERMStrategyStrategy
ERMERMConceptsConcepts
ERMERMProcessProcess
ERMERMCaseCase
Why? What? How? Use?
The Practitioner and Specialist programs are available as both online and classroom courses
The Strategy and Master programs are only available as classroom courses
New ERM Practitioner course
ERM as a practice
Updated in 2009!
1. Introduction to ERMIntroduction to ERMTerminologyKey ERM conceptsRecords management principles
2. Creating and capturing recordsTypes of recordsDetermining what to captureApproaches to captureCapturing and managing physical records
3. MetadataMetadata concepts and standardsMetadata sourcesApplying metadata to recordsAutomated metadata collection
4. Introduction to classificationIntroduction to classificationClassification conceptsClassification approachesClassification categories
5. Developing classification toolsThe records inventoryDeveloping a classification schemeDeveloping a file planDeveloping a retention schedule
6. Classifying recordsHow to classify recordsAuto categorisationTagging and folksonomies
7. Search, retrieval and presentationSearch and retrieval conceptsPresentation and renditionAnnotation and redaction
8. Controls and securityGovernance and instrumentsSecurity and access controlsAudit TrailsEncryption and digital rights management (DRM)
9. Retention and dispositionRetention and dispositionExporting and transferring recordsDestruction of recordsPost-disposition considerations
10. Records management technologiesManaging records without and ERMSTechnology optionsImplementation modelsSoftware certifications
11. Electronic records storageStorage conceptsStorage technologiesSelecting the appropriate storage technology
12. Digital preservationPreservation principlesRisk factors and issuesApproachesThe migration plan
ERM as a practice
Updated in 2009!
New ERM Specialist course
Source: ISO15489-2
ERM as a project
Updated in 2009!
1. Preliminary InvestigationIntroduction to ERM implementationDefine the scope of the programmeKey stakeholdersThe programme charter
2. Business AnalysisThe business assessmentThe technology assessmentThe program roadmap
3. Business CaseIntroduction to the business caseElements of the business caseBenefits of the ERM programmeHow to develop the business case
4. RequirementsIntroduction to requirementsDefining requirementsRequirements for an ERM system
5. GovernanceThe governance frameworkRoles and toolsStandards and auditsThe policy development framework
6. Designing The Records SystemProcess designTechnology designSupport design
7. ImplementationThe model office and pilotImplementation and rolloutChange management
8. Post-ImplementationGo-live and project closureBenefits realizationContinuous improvement
9. Discovery And DisclosureDiscovery and disclosureReview of case law and issuesElectronic discovery reference modelThe discovery plan
10. Enterprise ERMERM in the enterpriseTrans-jurisdictional ERMERM and enterprise IT
11. Emerging Issues in ERMEmail and ERMERM and mobile devicesRecords management 2.0
ERM as a project
Updated in 2009!
Learning Model
Standards and best practices
The courses use and refer to standards when possible including benefits and disadvantages
24-7 course access for 6 months
Online courses & resources
Online exam
Feedback from attendees… "The class was truly the best training class I have ever
taken!", Attendee from Chicago, IL
"I have been working towards my Project Management Professional certification and I see the AIIM Master programs as being just as vital to our industry as the PMP are to project management now." Attendee from Jacksonville, FL
"I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth." Attendee from Tumwater, WA
"Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development." Attendee from London, UK
Don’t be left behind… Join the AIIM community of experts by
becoming an AIIM Practitioner, Specialist or Master Understand market trends and available
technologies Identify and demonstrate the business
benefits of starting new projects Ensure progress by linking business
strategy with a new vision and ways of working
Understand global best practices for managing information infrastructure
Be recognized as an industry expert by being an AIIM Practitioner, Specialist or Master!
NEW: AIIM Essentials
The new AIIM Essentials programs are short online courses that are focused on very specific topics applicable to any organization, and are a perfect complement to the AIIM Certificate offerings Web Content Management Technologies Evaluating SharePoint Evaluating SharePoint for Enterprise Deployment Digital Asset Management Technologies Electronic Discovery Web Analytics Technology Imaging and Recognition Enterprise Portal Technology PDF/A
Questions?
Email: [email protected]: www.aiim.org/training