AIIM Training – value for you? Atle Skjekkeland, ECMs Vice President, AIIM Email: firstname.lastname@example.org 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
Bill and Vieve Gore School of
Business, Westminster College
Chevron Phillips Chemical Company
Hyland Software IBM Inforesight Limited JPMorgan Chase Kodak Marion County Health Dept. Objective Corporation Oracle Ordina Ricoh Royal Mail Group Shell SpringCM Sunoco The National Archives of United Kingdom The South Financial Group US Courts US Department of Treasury ZyLAB
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 delivered Partners across the world 78% 4% 18%
Sample of Program Students
Bank of America
Booz Allen Hamilton
Bureau of Engraving and Printing
Eli Lilly and Company
Hyland Software Inc.
IKON Office Solutions
Liberty Mutual Insurance
Philip Morris USA
Price Waterhouse Coopers
Shell Oil Products US
US Army Corps of Engineers
Department of Transportations
US Department of Treasury
US Environmental Protection Agency
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 ECM Strategy ECM Case ECM Concepts 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 ECM Process
New ECM Practitioner course Foundation Building a sustainable ECM environment requires strong foundation with a good understanding of the technologies and architectural design. Tools and Instruments Using the right tools is vital to the design’s construction. Futures The best designs for an ECM environment includes a continuous improvement program with a vision of the future. ECM as a practice Updated in 2009!
ECM as a practice Updated in 2009! 1. Introduction to ECM Defining data, information, content, records What is ECM? Business value of content Technology of ECM 2. Technologies and Functionality Key ECM technologies and benefits S pecialized instances of ECM 3. Information Architecture Defining and positioning information architecture (IA) Role of ECM in an IA Conceptual components of ECM 4. Capture On-ramps of content Strategy Stages of capture Best practices for capture 5. Metadata Defining metadata concepts Business values of metadata Challenges of metadata Creation and collection Schema design Role of Standards 6. Taxonomies Defining taxonomies and classification Subject-based classification Business case for classification Standards and guidelines Classification challenges 7. Security and Control Collaboration vs Control ECM and Compliance Technology/Functionality 8. Process and Automation Basic concepts and constructs Benefits and challenges Methods and tools The user interface 9. Findability Defining findability Search overview Basic search techniques Presentation and interfaces Findability and security 10. Delivery and Presentation The value of information delivery Basic techniques and concepts Content tools and challenges Presentation tools and opportunities 11. Trends and Directions Integrated content Suites and platforms Alternative deployment models Content 2.0 User expectations New business models
New ECM Specialist course ECM as a project Updated in 2009!
ECM as a project Updated in 2009! 1. Business Assessment Intro to MIKE2 and Phase 1 Strategic Mobilization Program Charter Information Management Awareness Intro to SAFE Architecture Analysis Techniques Organizational QuickScan 2. Business Strategy and Blueprint Strategic Business Requirements Business Blueprint Completion Programme Review 3. Technology Assessment Phase 2: technology assessment Requirements Technical architecture RFP Process Technology Blueprint Completion 4. Governance The MIKE2 governance model The Information Governance Framework (IGF) Building the enterprise information governance document Localized governance Governance of CM instruments 5. Roadmap Phase 3: roadmap and foundation activities Roadmap overview Project and deployment plan Detailed business requirements 6. Foundation Activities Phase 3: Foundation Activities Software Development Readiness Enterprise Information Architecture Taxonomy Design Metadata Development Solution Architecture Def/Revision Prototype the Solution Architecture 7. Design Phase 4: design User Support & Procedures design Security Design Infrastructure Mngt Process Design User Collaboration Conceptual Design User Interface Design 8. Develop, Test and Train Phase 5: Develop, Test, Train User Support & Operational Procedure Guides Technology Backplane Development Testing & Training in Action 9. Deploy, Operate and Closeout Phase 5: Deploy, Operate, Closeout Production Deployment Evaluation and Launch Improve and Closeout 10. Change Management Identifying and involving users Change readiness Best practices for implementing change Manage user expectations and needs Incentive strategies
AIIM ERM Certificate Program ERM Concepts ERM Case 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 ERM Strategy ERM Process
New ERM Practitioner course ERM as a practice Updated in 2009!
ERM as a practice Updated in 2009! 1. Introduction to ERM Introduction to ERM Terminology Key ERM concepts Records management principles 2. Creating and capturing records Types of records Determining what to capture Approaches to capture Capturing and managing physical records 3. Metadata Metadata concepts and standards Metadata sources Applying metadata to records Automated metadata collection 4. Introduction to classification Introduction to classification Classification concepts Classification approaches Classification categories 5. Developing classification tools The records inventory Developing a classification scheme Developing a file plan Developing a retention schedule 6. Classifying records How to classify records Auto categorisation Tagging and folksonomies 7. Search, retrieval and presentation Search and retrieval concepts Presentation and rendition Annotation and redaction 8. Controls and security Governance and instruments Security and access controls Audit Trails Encryption and digital rights management (DRM) 9. Retention and disposition Retention and disposition Exporting and transferring records Destruction of records Post-disposition considerations 10. Records management technologies Managing records without and ERMS Technology options Implementation models Software certifications 11. Electronic records storage Storage concepts Storage technologies Selecting the appropriate storage technology 12. Digital preservation Preservation principles Risk factors and issues Approaches The migration plan
New ERM Specialist course Source: ISO15489-2 ERM as a project Updated in 2009!
ERM as a project Updated in 2009! 1. Preliminary Investigation Introduction to ERM implementation Define the scope of the programme Key stakeholders The programme charter 2. Business Analysis The business assessment The technology assessment The program roadmap 3. Business Case Introduction to the business case Elements of the business case Benefits of the ERM programme How to develop the business case 4. Requirements Introduction to requirements Defining requirements Requirements for an ERM system 5. Governance The governance framework Roles and tools Standards and audits The policy development framework 6. Designing The Records System Process design Technology design Support design 7. Implementation The model office and pilot Implementation and rollout Change management 8. Post-Implementation Go-live and project closure Benefits realization Continuous improvement 9. Discovery And Disclosure Discovery and disclosure Review of case law and issues Electronic discovery reference model The discovery plan 10. Enterprise ERM ERM in the enterprise Trans-jurisdictional ERM ERM and enterprise IT 11. Emerging Issues in ERM Email and ERM ERM and mobile devices Records management 2.0
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
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