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www.bon-in.co.in 1
• Our Mission is to Educate Every One, The Importance of
Document Management.
• Become Unique Training Provider to grow Document Control
Professionals to fill up the Skill Gaps.
www.bon-in.co.in
2
• To Bring a Revolutionary Change in Document Management
Awareness
• Enhance Efficiency, Competency ,Quality & Productivity through
Training
www.bon-in.co.in
3
• Dedicated Document Management Training is not available.
• Inadequate Business Processes within organisation
• Records are scattered without defined Storage Location
• Difficulty in searching authentic Hard and Soft copy
• Document Delivery is not as per schedule plan
• Frustration mounts from top to bottom for getting latest
records/reports
www.bon-in.co.in
4
• Highly Interactive Training sessions
• Teaching The Best Practices To Organise Document Control Efficiently
• Attention on Individual to understand Roles and Responsibility
• Securing Document and Records
www.bon-in.co.in 5
Certified Document Controller – CDC
Certified Lead Document Controller –CLDC
Certified Records Management Professional -CRMP
Certified Enterprise Document Management Professional -CEDMP
Corporate Document and Records Management
www.bon-in.co.in
6
1. Roles & Responsibilities of Document Controller
2. The Basics of Document Management & Records Management
3. ISO Standards
4. Compliance & Governance
5. Document Numbering and Revision/Version Schema
6. Hard Copy Document Management
7. Soft Copy Document Management (Imaging)
8. Enterprise / Project /Department Folder Structure
9. Document Security & Confidentiality
10. Document Distribution , Search And Retrieval
11. Work Flows- Business Process Management
12. E-Mail & Correspondence Management
13. Document Review and Mark-up's
14. Records Management –Fundamentals
15. Introduction - Enterprise Document Management System or ECM
www.bon-in.co.in
7
www.bon-in.co.in
8
1.Roles & Responsibilities of Lead Document Controller
2.Project Management Concept
3.Work Break Down Structure
4.ISO 9001,ISO15489 Standards, Compliance & Governance
5.Risk Management and Mitigation in Document Control
6.Document Security & Confidentiality of Documents
7. Document Numbering and Revision/Version Schema
8.Hard Copy & Soft Copy Document Management (Imaging)
9.Enterprise / Project /Department Folder Structure
10.Document Distribution Matrix
11. Document Review & Comments/Mark up’s
12.Work Flows- Business Process Management
13.Document Audit/Non Conformance and Closing
14.E-Mail / Correspondences Management
15.Engineering Document Management ( Transmittal)
16.Change Management ( RFI/TQ/DCN/SCN)
17.Supplier Document Management
18.Final Documentation
19.Records Management Fundamentals
20.Enterprise Document Management System
1. Roles & Responsibilities of Records Administrator
2. Records Management Standard ISO 15489
3. Record Management Policy ,Legal Obligations, & Management Responsibility
4. Records Management Appraisal
5. Hard Copy Records Management Process
6. Soft Copy Records Management Process/Scanning & Digitization
7. Records Management Planning & Set up
8. Identification, Labelling & Tagging ,Boxing
9. Records Transition & Issue, Retrieval and Return of File
10. Closing, Retention And Disposal
11. Records Management Audit/Non Conformance & Close out
12. Security ,Safety & Confidentiality
13. Disaster Recovery
14. Record Storage
15. Disposition Techniques
www.bon-in.co.in
9
www.bon-in.co.in
10
1. Roles & Responsibilities of Document Management
Professional
2. Present Hard Copy & Soft Copy Document Management
3. Requirements of EDMS
4. Enterprise / Project /Department Folder Structure Management
5. Implementation Building Blocks
6. Implementation Team Roles & Responsibilities
7. EDMS Modules
8. EDMS Features
9. Document and Data Gathering
10. Define and Approval of Business Processes Management
(Workflows)
11. Document Distribution ,Distribution Group
12. Document Security & Confidentiality Access Control
13. Data Migration
14. Disaster Recovery
15. EDMS Vendors Evaluation , Review, Approval & Selection,
SLA,NDA
16. Hardware, Network , Internet Requirements
17. Collaboration with Project Partners
18. Integration with ERP,Oracle,SAP ,Primavera
19. Pilot Project Testing & UAT & Go Live
20. Return on Investment (ROI) Calculation
• Independently Manage and Control Document Management System
• Learn Industrial Best Practices for Compliance and Governance
• Eliminates Rework, Confusion and Produce Timely Delivery
• Increase Transparent Communication with Stakeholders
• Manage Confidentiality and Security maintained
• Learn Mitigate all Document Control Risks
• Grow Individually by using Industrial Best Practices
www.bon-in.co.in
11
• Total Course Duration: 16 hours
• Weekday Batch: Morning/Evening Batch as per convenience 3-4
hours/day
• Weekend Batch: 8 Hours per day
www.bon-in.co.in
12
• Rajendra Salunke
◦Technology visionary with 30 years of experience in Document
and Records Management.
• Prakash Patel
◦Great exposure in Web based DMS & RM Implementation,
Training and Resourcing
• Class Room
• Home Study
• E-Learning Platforms.
www.bon-in.co.in
13
• Examination will be conducted at the end of the training course.
• 2 hours certification exams will be conducted for individual.
www.bon-in.co.in
14
www.bon-in.co.in
15

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Learn Document Management Best Practices

  • 2. • Our Mission is to Educate Every One, The Importance of Document Management. • Become Unique Training Provider to grow Document Control Professionals to fill up the Skill Gaps. www.bon-in.co.in 2
  • 3. • To Bring a Revolutionary Change in Document Management Awareness • Enhance Efficiency, Competency ,Quality & Productivity through Training www.bon-in.co.in 3
  • 4. • Dedicated Document Management Training is not available. • Inadequate Business Processes within organisation • Records are scattered without defined Storage Location • Difficulty in searching authentic Hard and Soft copy • Document Delivery is not as per schedule plan • Frustration mounts from top to bottom for getting latest records/reports www.bon-in.co.in 4
  • 5. • Highly Interactive Training sessions • Teaching The Best Practices To Organise Document Control Efficiently • Attention on Individual to understand Roles and Responsibility • Securing Document and Records www.bon-in.co.in 5
  • 6. Certified Document Controller – CDC Certified Lead Document Controller –CLDC Certified Records Management Professional -CRMP Certified Enterprise Document Management Professional -CEDMP Corporate Document and Records Management www.bon-in.co.in 6
  • 7. 1. Roles & Responsibilities of Document Controller 2. The Basics of Document Management & Records Management 3. ISO Standards 4. Compliance & Governance 5. Document Numbering and Revision/Version Schema 6. Hard Copy Document Management 7. Soft Copy Document Management (Imaging) 8. Enterprise / Project /Department Folder Structure 9. Document Security & Confidentiality 10. Document Distribution , Search And Retrieval 11. Work Flows- Business Process Management 12. E-Mail & Correspondence Management 13. Document Review and Mark-up's 14. Records Management –Fundamentals 15. Introduction - Enterprise Document Management System or ECM www.bon-in.co.in 7
  • 8. www.bon-in.co.in 8 1.Roles & Responsibilities of Lead Document Controller 2.Project Management Concept 3.Work Break Down Structure 4.ISO 9001,ISO15489 Standards, Compliance & Governance 5.Risk Management and Mitigation in Document Control 6.Document Security & Confidentiality of Documents 7. Document Numbering and Revision/Version Schema 8.Hard Copy & Soft Copy Document Management (Imaging) 9.Enterprise / Project /Department Folder Structure 10.Document Distribution Matrix 11. Document Review & Comments/Mark up’s 12.Work Flows- Business Process Management 13.Document Audit/Non Conformance and Closing 14.E-Mail / Correspondences Management 15.Engineering Document Management ( Transmittal) 16.Change Management ( RFI/TQ/DCN/SCN) 17.Supplier Document Management 18.Final Documentation 19.Records Management Fundamentals 20.Enterprise Document Management System
  • 9. 1. Roles & Responsibilities of Records Administrator 2. Records Management Standard ISO 15489 3. Record Management Policy ,Legal Obligations, & Management Responsibility 4. Records Management Appraisal 5. Hard Copy Records Management Process 6. Soft Copy Records Management Process/Scanning & Digitization 7. Records Management Planning & Set up 8. Identification, Labelling & Tagging ,Boxing 9. Records Transition & Issue, Retrieval and Return of File 10. Closing, Retention And Disposal 11. Records Management Audit/Non Conformance & Close out 12. Security ,Safety & Confidentiality 13. Disaster Recovery 14. Record Storage 15. Disposition Techniques www.bon-in.co.in 9
  • 10. www.bon-in.co.in 10 1. Roles & Responsibilities of Document Management Professional 2. Present Hard Copy & Soft Copy Document Management 3. Requirements of EDMS 4. Enterprise / Project /Department Folder Structure Management 5. Implementation Building Blocks 6. Implementation Team Roles & Responsibilities 7. EDMS Modules 8. EDMS Features 9. Document and Data Gathering 10. Define and Approval of Business Processes Management (Workflows) 11. Document Distribution ,Distribution Group 12. Document Security & Confidentiality Access Control 13. Data Migration 14. Disaster Recovery 15. EDMS Vendors Evaluation , Review, Approval & Selection, SLA,NDA 16. Hardware, Network , Internet Requirements 17. Collaboration with Project Partners 18. Integration with ERP,Oracle,SAP ,Primavera 19. Pilot Project Testing & UAT & Go Live 20. Return on Investment (ROI) Calculation
  • 11. • Independently Manage and Control Document Management System • Learn Industrial Best Practices for Compliance and Governance • Eliminates Rework, Confusion and Produce Timely Delivery • Increase Transparent Communication with Stakeholders • Manage Confidentiality and Security maintained • Learn Mitigate all Document Control Risks • Grow Individually by using Industrial Best Practices www.bon-in.co.in 11
  • 12. • Total Course Duration: 16 hours • Weekday Batch: Morning/Evening Batch as per convenience 3-4 hours/day • Weekend Batch: 8 Hours per day www.bon-in.co.in 12
  • 13. • Rajendra Salunke ◦Technology visionary with 30 years of experience in Document and Records Management. • Prakash Patel ◦Great exposure in Web based DMS & RM Implementation, Training and Resourcing • Class Room • Home Study • E-Learning Platforms. www.bon-in.co.in 13
  • 14. • Examination will be conducted at the end of the training course. • 2 hours certification exams will be conducted for individual. www.bon-in.co.in 14