The AIIM Certificate Programs are designed from global best practices among AIIM's 65,000 members, and are available as classroom or online training courses leading to AIIM Practitioner, Specialist and Master designations.

1. Training
Programs
Enhance your business and professional skills
with training from AIIM — the industry authority.
I SharePoint I Capture I Enterprise Content I Electronic Records
new new
Learn best practices for Learn technologies and Management (ECM) Management (ERM)
sharing and managing best practices for Learn how to take Learn how to take
information on the scanning and capturing control of your control of your
SharePoint platform. documents. information assets. electronic records.
I Business Process I Information I Enterprise 2.0 (E2.0) I Email Management
Management (BPM) Organization and Learn how to use Web (EMM)
Learn how to improve Access (IOA) 2.0 technologies to Learn how to improve
your business Learn how to optimize improve collaboration the control of corporate
processes. findability and and innovation across emails.
enterprise search. the enterprise.
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2. education advisory group
“AIIM’s training programs are The training programs have been developed based on learning objectives and
essential to anyone in Information best practices defined by subject matter experts from the following companies:
Management. Without up to date
training, systems and programs are
set up — but may be at risk, in the • Accenture • Health First
long run, if developed by the under • Albistur Consulting • HP
trained. The Information
Management Industry as a whole is • Barclays Capital • Hyland Software
developing at the speed of light, so • Bill and Vieve Gore School of Business, • IBM
even someone like myself (a 23 year
veteran) needs to refresh their Westminster College • Inforesight Limited
training and stay on top of • BP • JPMorgan Chase
technology and advancement in
trends to understand how to apply • Chevron Phillips Chemical Company • Kodak
it. AIIM’s training programs provide • CIA • Kofax
this education.”
• Crown Partners • Marion County Health Dept.
TK Train, CRM, ECMp, MBA,
Document Control Manager, • Doculabs • Objective Corporation
Gambro • Fujitsu • Ordina
• Gambro • Ricoh
• Gartner • Royal Mail Group
• Gimmal Group • Satyam
• GlaxoSmithKline • Shell
• Harris Corporation • Sunoco
• Hartman Communicatie • The National Archives
of United Kingdom
• The South Financial Group
• US Courts
• US Department of Treasury
• ZyLAB
“The AIIM ECM training course provides an “In today’s Web 2.0 world, companies are “Enterprise records management or content
extremely comprehensive platform related to required to provide a set of user experiences management projects are comprised of cross
the enterprise content management industry that enable employees to work with corporate functional teams with various backgrounds and
and the technologies that support and drive information the way they work with personal specialties. It is important to the success of
it. The materials are thorough, up-to-date and information—easy to use, easy to find and easy such projects that interdisciplinary teams
well presented. I would recommend the to interact with others. Now more than ever, develop a common lexicon and understanding
course to both vendors and customers of comprehensive enterprise content of key concepts as fast as possible to enable
ECM solutions.” management training that incorporates the use collaboration. AIIMs educational curricula serve
of Web 2.0 technologies is a must-have for this need quickly and excellently”,
John Opdycke, Vice President of Marketing,
companies. With its broad-based support and
Hyland Software Jayne Bellyk, RIM Program Manager, Chevron
real-world approach, AIIM continues to be the Phillips Chemical Company LP
gold standard for ECM training.”
Whitney Tidmarsh, Chief Marketing Officer,
Content Management and Archiving Division,
EMC Corporation

3. certificate programs
new new
SharePoint Capture
Learn best practices for sharing and managing information Learn technologies and best practices for scanning and
on the SharePoint platform. capturing documents.
I Enterprise strategies and technologies for managing content using I Capture technology components and functionality
SharePoint I Business benefits of capture solutions
I Business drivers and migration paths I Scanner options and configuration settings
I Technical, administrative and productivity bene ts from I Indexing strategies and role of database
implementing SharePoint I Building a business case
I Elements requiring speci c attention when implementing I Diagramming business processes
SharePoint sites
I High level capabilities and bene ts of complementary technologies
I Identi cation and communication of technical, legal, business and
RM components that in uence enterprise compliance
ecm Enterprise Content Management ioa Information Organization & Access
Learn how to take control of your information assets. Learn how to optimize findability and enterprise search.
I Enterprise strategies and technologies for managing content I Enterprise search
I Technologies and solutions for DM, Imaging, ERM, WCM, Workflow, I Content inventory and classification
and Collaboration I Categorization and clustering
I Information governance structure and responsibilities I Fact and entity extraction
I Corporate instruments like taxonomies, metadata model, and I Taxonomy creation and management
security model I Information presentation
I Integration techniques and migration I Information governance
I Implementation planning and execution according to the open
methodology MIKE2
erm Electronic Records Management e2.0 Enterprise 2.0
Learn how to take control of your electronic records. Learn how to use Web 2.0 technologies to improve
I Electronic records management principles collaboration and innovation across the enterprise.
I ERM business drivers I Evolution and definition of Enterprise 2.0 technologies
I Lifecycle of records, with focus on electronic records I Frameworks and concepts
I Retention schedule and disposition I Worker model for Enterprise 2.0
I Electronic records storage I Risk and control vs collaboration and innovation
I Business and technology assessments I Assessing organizational readiness
I Design records management processes I Best practices for implementing Enterprise 2.0
I Design records technology solutions I Governance
I Trans-jurisdictional records management issues
I Records management issues with E2.0 technologies
bpm Business Process Management emm Email Management
Learn how to improve your business processes. Learn how to improve the control of corporate emails.
I Process Mapping/Flowcharting I Email capture and retention
I Requirement gathering and analysis I Technologies for email management
I Process design and modeling I Email storage, archiving and backup
I Streamlining and re-engineering I Email classification
I Application Integration I Developing, implementing, and managing the email policy
I Process monitoring and analysis I Governance
I Change Management
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4. SharePoint
I Why SharePoint? I What is SharePoint?
The SharePoint Cer tificate
Program consists of a
Practitioner track, a Specialist
track, and a Master track. The SharePoint Strategy Workshop SharePoint Practitioner
1-day executive awareness workshop 13 online modules or
The SharePoint Strategy onsite 2-day training class
workshop is only available on Learn:
request to organizations that •Enterprisestrategiesandtechnologiesformanaging Learn:
contentusingSharePoint •BusinessDriversandMigrationpaths
need to brief executives or users
about the expected benefits, •Selectinganappropriatetechnologytomeetbusiness •Elementsthatrequirespeci cattentionusedin
needs implementingSharePointsites
steps and resources for
implementing SharePoint. •Thepurposeandvalueofacontenttypeandsetof •Howtoselectanappropriatetechnologytomeeta
metadata elds businessneed
•Communicatingthetechnical,legal,businessandRM •Keyhighlevelcapabilitiesandbene tsof
The SharePoint Practitioner
componentsthatin uenceenterprisecompliance complementarytechnologies
track covers concepts and
•Identi cationofstrengthsandweaknesseswith •Contenttypes,hierarchiesandinheritance
technologies of SharePoint, and
integrationtoothercontentmanagementplatforms •Search, ndabilityandsecurity
is available as an online or
classroom training course Onsite Class Only •Work owandtools
leading to a Practitioner •Farms,externalBlobsandstorageplanning
I Implementing SharePoint
designation. It also incorporates
the main elements from the BecomeanAIIMSharePointPractitioner(SharePointp)
SharePoint Strategy track, and afterpassingtheonlineexam.
we recommend that you start SharePoint Specialist Onsite or Online Classes
with this program or the 4 day 11 online modules or
Master track. 2-day training class
The SharePoint Specialist track Learn: I Putting it all together
covers global best practices for •Thebusinessandexistingcontent/systemstoidentify
implementing SharePoint, and capabilitiesandgaps SharePoint Master
is available as an online or •Whatisrecordsmanagementandgeneralprincipals, 4-day training class
classroom training course polices,schedules
TheSharePointMasterprogramcomprisesmain
leading to a Specialist • ontentgovernanceandenterpriseinformation
C
elementsfromtheStrategyworkshopandPractitioner
designation. It builds on the lifecycles
andSpecialistprogramsinadditiontoacasestudy
Practitioner track, which is why •Toidentifystrengthsandweaknesseswithintegration
exercise.
we recommend you first take toothercontentmanagementplatforms
the Practitioner course. •Storage,volume,capacityandgeography
requirements BecomeanAIIMSharePointMaster(SharePointm) after
passingtheonlineexamandcasestudyexercise.
The SharePoint Master track •Thebasicsofinterviewingandwhatelementsof
provides you with a thorough designneedtobegatheredatwhatstage
understanding of SharePoint, •Thetechnical,administrativeandproductivitybene ts SharePoint Master Preparation
with the main elements from all fromimplementingSharePoint Virtual training course
of the above training tracks, in
AvailabletostudentsthatcurrentlyholdboththeAIIM
addition to case study exercises. BecomeanAIIMSharePointSpecialist(SharePoints) SharePointPractitionerandAIIMSharePointSpecialist
afterpassingtheonlineexam designations.
Onsite or Online Classes
Course materials produced in
partnership with Gimmal Group, Inc.
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5. Capture
The Capture Cer tificate Program
I Why Capture? I What is Capture?
(Capture) consists of a Strategy
track, a Practitioner track, a
Specialist track, and a Master
track.
Capture Strategy Workshop Capture Practitioner
1-day executive awareness workshop 10 online modules or
2-day training class
The Capture Strategy onsite
Learn:
workshop is only available on •IntroductiontoCapture Learn:
request to organizations that • oreandsecondarycapturetechnologies
C
•Capturetechnologycomponentsandfunctionality
need to brief executives or users •Scanneroptionsandcon gurationsettings
•Businessbene tsofCapturesolutions
about the expected benefits,
•LinkingCapturesolutionstobusinessstrategyandKPIs •Storageformatsandcompression
steps and resources for
•Valueoftaxonomies,metadataandsecuritymodel •Imagequalityenhancement
implementing Capture
•Markettrendsandoptions •Dataextraction
solutions.
•Departmentalvsenterprise;platformsvssolutions •Potentialimpactofimagesonnetworksandwaysto
The Capture Practitioner track mitigate
•Overviewofpreferredapproachesandbestpractices
covers concepts and forimplementingCapturesolutions •Printingandoutputoptions
technologies for scanning and Onsite Class Only •Indexingstrategies
document imaging, and it is •Roleofthedatabase
available as an online or •Electronicforms
I Implementing Capture
classroom training course •Retrievalmethods
leading to a Practitioner •Paper leconversion
designation. It also incorporates •Micro lmandlong‐termpreservation
the main elements from the Capture Specialist
10 online modules or
Capture Strategy track, and we BecomeanAIIMCapturePractitioner (CAPTUREp) after
2-day training class
recommend that you start with passingtheonlineexam.
this program or the 4 day Learn: Onsite or Online Classes
Master track. •Sponsorshipandaneffectiveprojectstructure
•Projectteamresponsibilities
I Putting it all together
The Capture Specialist track
•Buildingabusinesscase–cost/bene tanalysis
covers global best practices for
•Risks
implementing Capture
•Interviews
solutions, and it is available as Capture Master
an online or classroom training •Diagrammingbusinessprocesses 4-day training class
course leading to a Specialist •Functionalspeci cation:storagevolumes,retrieval,
designation. It builds on the metadata,security TheCaptureMasterprogramcomprisesmainelements
Practitioner track, which is why •Conceptualsystemdesign fromtheStrategyworkshopandPractitionerand
we recommend you first take •Implementationplanning Specialistprogramsinadditiontoacasestudyexercise.
the Practitioner course. •Pilotsvs.prototypes
•Changemanagement BecomeanAIIMCaptureMaster(CAPTUREm) after
The Capture Master track passingtheonlineexamandcasestudyexercise.
•Testing
provides you with a thorough •Traininganddocumentation
understanding of scanning and
•Legalissuesandcompliance
Capture Master Preparation
document imaging, with the Virtual training course
•IntegrationwithSharePoint
main elements from all of the
•Paper‐intensiveindustries/applications AvailabletostudentsthatcurrentlyholdboththeAIIM
above training tracks, in
CapturePractitionerandAIIMCaptureSpecialist
addition to case study exercises.
BecomeanAIIMCaptureSpecialist(CAPTUREs) after designations.
passingtheonlineexam
Onsite or Online Classes
Coursematerialsproducedin
partnershipwith@doc
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6. ecm Enterprise Content Management
The Enterprise Content
I Why ECM? I What is ECM?
Management Cer tificate
Program (ECM) consists of a
Strategy track, a Practitioner
track, a Specialist track, and a
ECM Strategy Workshop ECM Practitioner
1-day executive awareness workshop 11 online modules or
Master track.
2-day training class
Learn:
The ECM Strategy onsite Learn:
•IntroductiontoECM
workshop is only available on •Businessbene tsofECM
•ECMtechnologycomponentsandfunctionality
request to organizations that •ECMtechnologiessuchasdocumentmanagement,
•Businessbene tsofECM
need to brief executives or users imaging,recordsmanagement,work ow,webcontent
•LinkingECMtobusinessstrategyandKPIs
about the expected benefits, managementandcollaboration
•Valueoftaxonomies,metadataandsecuritymodel
steps and resources for •Preferredapproaches,platformsvssolutions,
•Markettrendsandoptions enterprisevsdepartmental
implementing ECM.
•Departmentalvsenterprise;platformsvssolutions •Informationarchitecture,interopability,andintegration
•Overviewofpreferredapproachesbestpracticesfor •Sourcesofinformationandappropriatecaptureand
The ECM Practitioner track implementingECM migrationmechanisms
covers concepts and
Onsite Class Only •Metadataandindexing
technologies for ECM, and is
•Typesoftaxonomiesandtheirvalue
available as an online or
I Implementing ECM
•Ontologiesandfolksonomies
classroom training course
•Differentlevelsofaccesscontrolandsecurity
leading to a Practitioner
•Processimprovementsandautomation
designation. It also incorporates
•Searchandretrievaltechnologies
the main elements from the ECM Specialist
10 online modules or •Differentwaysofdeliveringinformationandcontentto
ECM Strategy track, and we
employees,partnersandcustomers
recommend that you start with 2 day training class
•ExistingandemergingtrendssuchasWeb2.0,SaaS,
this program or the 4 day andOpenSource.
Learn:
Master track.
•HowtolinktheECMinitiativetobusinessstrategyKPIs
BecomeanAIIMECMPractitioner (ECMp) afterpassing
•HowtodevelopanECMprogramcharterandbusiness theonlineexam.
The ECM Specialist track covers
case
global best practices for Onsite or Online Classes
•HowtoplantheimplementionofECMaccordingtothe
implementing ECM, and is openmethodologyMIKE2
I Putting it all together
available as an online or •Howtoidentifyandprioritizethebusinessrequirements
classroom training course forECM
leading to a Specialist •Howtodevelopandde nethetechnology
designation. It builds on the requirementsforECM
ECM Master
Practitioner track, which is why •Howtomeldthetechnologyrequirementswiththe
4-day training class
we recommend you first take businessrequirementsto nalizetheECMblueprint
the Practitioner course. •HowtobuildanECMroadmapandprioritizeprojects TheECMMasterprogramcomprisesmain
basedontheblueprint elementsfromtheStrategyworkshopand
•Howtodesignataxonomy,metadata,andsecurity PractitionerandSpecialistprogramsinadditiontoa
The ECM Master track provides
model casestudyexercise.
you with a thorough
•Howtoidentifynewroles,responsibilities,andthe BecomeanAIIMECMMaster(ECMm) afterpassingthe
understanding of ECM, with the organizationalstructurenecessarytoprovide onlineexamandcasestudyexercise.
main elements from all of the governanceandmanagement
above training tracks, in •Howtodevelop,testandtrain ECM Master Preparation
addition to case study exercises. •Howtodeploy,operateandclose-outan Virtual training course
ECMimplementation
•Globalbestpracticesforchangemanagement AvailabletostudentsthatcurrentlyholdboththeAIIM
ECMPractitionerandAIIMECMSpecialistdesignations.
BecomeanAIIMECMSpecialist (ECMs)afterpassingthe
onlineexam.
Coursematerialsproducedin
partnershipwith Onsite or Online Classes
InformationArchitectedInc.
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7. erm Electronic Records Management
The Electronic Records
I Why ERM? I What is ERM?
Management Cer tificate
Program (ERM) consists of a
Strategy track, a Practitioner
track, a Specialist track, and a ERM Strategy Workshop ERM Practitioner
1-day executive awareness workshop 12 online modules or
Master track.
2-day training class
Learn:
The ERM Strategy onsite Learn:
•ERMbusinessdrivers
workshop is only available on •Recordsmanagementterminologyandprinciples
•TheneedforERMbestpractices
request to organizations that •Lifecycleofrecords,withfocusonelectronicrecords
•ThelinkbetweenERMandyourcurrentsituation
need to brief executives or users •Sourcesofrecordsandappropriatecapture
•TodemonstratetheimpactofERMonusers
about the expected benefits, mechanisms
•TounderstandtheconceptsofERM’saffecton
steps and resources for informationchallenges
•Currentmetadatastandardsandguidelines
implementing ERM. •Toidentifynecessaryresourcesandorganizational
•Conceptsofclassi cationanddifferentapproaches
dependingonlocalbusinessneeds
responsibilitiesforimplementingERM
The ERM Practitioner track •Search,retrievalandpresentation
•ToexploretheimplicationsofanERMstrategicdecision
covers concepts and •Levelsofaccesscontrolandpermissions
•Togaincommitmentforchange
technologies for ERM, and is •Retentionanddisposition
Onsite Class Only
available as an online or •Recordsmanagementtechnologies
classroom training course •NeedforERMgovernance,staffandaudits
I Implementing ERM
leading to a Practitioner •Electronicrecordsstorage
designation. It also incorporates •Digitalpreservationtechniques
the main elements from the
ERM Strategy track, and we ERM Specialist BecomeanAIIMERMPractitioner(ERMp) afterpassing
recommend that you start with 11 online modules or theonlineexam.
2-day training class Onsite or Online Classes
this program or the 4 day
Master track. Learn:
I Putting it all together
•TomanageanERMprogramconsistingofseveral
The ERM Specialist track covers coordinatedprojects
global best practices for •ToidentifythestakeholdersofanERMprogram
implementing ERM, and is •Howtocarryoutbusinessandtechnologyassessments ERM Master
available as an online or •TodevelopabusinesscaseforERM 4-day training class
classroom training course •Toidentifybusinessandsystemrequirementsforthe
leading to a Specialist ERMsystem TheERMMasterprogramcomprisesmainelements
designation. It builds on the •Tounderstandinformationgovernance fromtheStrategyworkshopandPractitionerand
Practitioner track, which is why Specialistprogramsinadditiontoacasestudyexercise.
•Toidentifyrecordsmanagementpoliciesand
we recommend you first take procedures
the Practitioner course. •Howtodesignrecordsmanagementprocesses BecomeanAIIMERMMaster(ERMm) afterpassing
•Howtodesignrecordstechnologysolutions theonlineexamandcasestudyexercise.
The ERM Master track provides •Tode neandexplaintheprojectworkproductsfor
you with a thorough ERMimplementation ERM Master Preparation
understanding of ERM, with the •Tounderstandwhatismeantbybene tsrealization Virtual training course
main elements from all of the •Tounderstanddiscoverydisclosureactivities
AvailabletostudentsthatcurrentlyholdboththeERM
above training tracks, in •Howtoaddresstrans-jurisdictionalrecords
managementissues PractitionerandERMSpecialistdesignations.
addition to case study exercises.
•Understandrecordsmanagementissueswithemail,
mobilecommunicationdevicesandE2.0technologies
BecomeanAIIMERMSpecialist (ERMs) afterpassingthe
onlineexam
Onsite or Online Classes
Coursematerialsproducedinpartnership
withAccessSciences
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8. bpm Business Process Management
The Business Process
I Why BPM? I What is BPM?
Management Certificate
Program (BPM) consists of a
Strategy track, a Practitioner
track, a Specialist track, and a BPM Strategy Workshop BPM Practitioner
Master track. 1-day executive awareness workshop 11 online modules or
2-day training class
Learn:
The BPM Strategy onsite
•BPMbusinessdrivers Learn:
workshop is only available on
•TheneedforBPMbestpractices •TechnologiesandmethodologiesofBPM
request to organizations that
need to brief executives or users •ThelinkbetweenBPMandyourcurrentsituation •TheRoleofECMinBPM
about the expected benefits, •TodemonstratetheimpactofBPMonusers •Businessanalysis
steps and resources for •TounderstandtheconceptsofBPM’saffecton •Processimprovements
implementing BPM. informationchallenges
•Flowcharting
•Toidentifynecessaryresourcesandorganizational
•Processmodeling
The BPM Practitioner track responsibilitiesforimplementingBPM
•Businessprocessimprovementandreengineering
covers concepts and •ToexploretheimplicationsofaBPMstrategicdecision
•Serviceorientedarchitecture(SOA)
technologies for BPM, and is •Togaincommitmentforchange
•SixSigmaandcontinuousimprovement
available as an online or Onsite Class Only
•BPMtechnologies
classroom training course
leading to a Practitioner •Standardsandprotocols
I Implementing BPM
designation. It also incorporates •Collaboration
the main elements from the
BPM Strategy track, and we BecomeanAIIMBPMPractitioner (BPMp) afterpassing
recommend that you start with BPM Specialist theonlineexam
this program or the 4 day 10 online modules or Onsite or Online Classes
Master track. 2-day training class
I Putting it all together
The BPM Specialist track covers Learn:
•Planningyourproject
global best practices for
•HowtodevelopabusinesscaseforBPM
implementing BPM, and is
available as an online or •Toidentifyandestablishstakeholdersandproject BPM Master
teams 4-day training class
classroom training course
leading to a Specialist •Togatherrequirements
•Toanalyzerequirements TheBPMMasterprogramcomprisesmain
designation. It builds on the
elementsfromtheStrategyworkshopandPractitioner
Practitioner track, which is why •Bestpracticesforprocessdesign
andSpecialistprogramsinadditiontoacasestudy
we recommend you first take •Understandclusters,parallelandsequential
exercise.
the Practitioner course. processing,naturalorder,checkandreviews,decision
making,simplication,andupstreamanddownstream
BecomeanAIIMBPMMaster(BPMm) afterpassingthe
The BPM Master track provides •Projectadvice,pitfallsand,bestpractices
onlineexamandcasestudyexercise.
you with a thorough •ManagementmethodologiesincludingTQM,BPR,Six
understanding of BPM, with the Sigma,andLean
BPM Master Preparation
main elements from all of the
Virtual training course
above training tracks, in BecomeanAIIMBPMSpecialist(BPMs) afterpassingthe
addition to case study exercises. onlineexam. AvailabletostudentsthatcurrentlyholdboththeAIIM
Onsite or Online Classes BPMPractitionerandAIIMBPMSpecialistdesignations.
Coursematerialsproducedin
partnershipwithCMSWatch
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9. ioa Information Organization Access
The Information Organization
I Why IOA? I What is IOA?
Access Cer tificate Program
(IOA) consists of a Strategy
track, a Practitioner track, a
Specialist track, and a Master IOA Strategy Workshop IOA Practitioner
track. 1-day executive awareness workshop 10 online modules or
2-day training class
The IOA Strategy onsite Learn:
•IOAbusinessdrivers Learn:
workshop is only available on
•TheneedforIOAbestpractices •TechnologiesandmethodologiesofIOA
request to organizations that
•ThelinkbetweenIOAandyourcurrentsituation •Finding,inventorying,andanalyzingcontent
need to brief executives or users
•TodemonstratetheimpactofIOAonusers •Howtodevelopandmaintainataxonomy
about the expected benefits,
steps and resources for •TounderstandtheconceptsofIOA’saffecton •Developingandmaintainingmetadata
implementing findability. informationchallenges •Ontologies,topicmaps,andsemanticnetworks
•Toidentifynecessaryresourcesandorganizational •Contentmodeling
The IOA Practitioner track responsibilitiesforimplementingIOA •Accesstechniques
covers concepts and •ToexploretheimplicationsofanIOAstrategicdecision •Contentintelligenceandtextmining
technologies for improving •Togaincommitmentforchange •Advancedtopicsin ndability
findability, and is available as an Onsite Class Only •Advancedsearchtechniques
online or classroom training
•Searchinterfaces
course leading to a Practitioner
I Implementing IOA
•Findingwithoutsearch—content ndingus
designation. It also incorporates
the main elements from the IOA
Strategy track, and we BecomeanAIIMIOAPractitioner(IOAp) afterpassing
IOA Specialist theonlineexam.
recommend that you start with
10 online modules or Onsite or Online Classes
this program or take the 4 day 2-day training class
Master track.
I Putting it all together
Learn:
The IOA Specialist track covers •Planningyourproject
global best practices for •HowtodevelopabusinesscaseforIOA
improving findability, and is •De ningtheproblemandplanningtheproject IOA Master
available as an online or 4-day training class
•Buildingtherightteam
classroom training course
•Useranalysisandscenarios
leading to a Specialist TheIOAMasterprogramcomprisesmainelementsfrom
•Contentinventory,aggregation,andanalysis
designation. It builds on the theStrategyworkshopandPractitionerandSpecialist
Practitioner track, which is why •Howtobuildataxonomy programsinadditiontoacasestudyexercise.
we recommend you first take •Howtocreateametadatamodel
the Practitioner course. •Architectingstandard-basedcontent/datamodels BecomeanAIIMIOAMaster (IOAm) afterpassingthe
•Taggingandcontentorganizationmodels onlineexamandcasestudyexercise.
The IOA Master track provides •Optimizinginformationaccesstools
you with a thorough •Improving ndability IOA Master Preparation
understanding of IOA, with the •Governance Virtual training course
main elements from all of the
•Maintenanceandmanagement
above training tracks, in AvailabletostudentsthatcurrentlyholdboththeAIIM
addition to case study exercises. IOAPractitionerandAIIMIOASpecialistdesignations.
BecomeanAIIMIOASpecialist(IOAs) afterpassingthe
onlineexam.
Onsite or Online Classes
Coursematerialsproducedinpartnership
withCMSWatch
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10. e2.0 Enterprise 2.0
The Enterprise 2.0 Certificate
I Why E2.0? I What is E2.0?
Program (E2.0) consists of a
Strategy track, a Practitioner
track, a Specialist track, and a
Master track. E2.0 Strategy Workshop E2.0 Practitioner
1-day executive awareness workshop 10 online modules or
The E2.0 Strategy onsite 2-day training class
Learn:
workshop is only available on
•Web2.0andconsumertoolsimpactingtheEnterprise Learn:
request to organizations that
•Captureandreuseofknowledgeandinformation •HowtopositionEnterprise2.0inrelationshiptoIM,BI,
need to brief executives or users KMandWeb2.0
•Loweringthebarrierstointegrationandcollaboration
about the expected benefits,
•Enterprise2.0techniques,frameworksandconcepts
steps and resources for •Innovationasabusinessasset
•WorkerModelforEnterprise2.0
implementing Enterprise 2.0. •Leanthinking
•BusinessdriversforEnterprise2.0
•Rolesandresponsibilities
The E2.0 Practitioner track •Evolutionandde nitionofEnterprise2.0technologies
•Policiesandprocedures
–Enterprise1.0:email,forums,chatrooms,bulletin
covers concepts and •Strategiesandbestpractices
boards,web/tele/videoconferencing,andstaticweb
technologies for Enterprise 2.0, Onsite Class Only •Evolutionandde nitionofEnterprise2.0technologies
and is available as an online or
–Enterprise1.5:webservices,IM,SMS,collaboration
classroom training course
I Implementing E2.0
ltering,socialnetworking,socialnetworking
leading to a Practitioner
analysis,portals,anddynamicweb
designation. It also incorporates
•Evolutionandde nitionofEnterprise2.0technologies
the main elements from the E2.0
–Enterprise2.0:participateweb,tagging,mashups,
Strategy track, and we E2.0 Specialist blogs,wikis,feeds,podcasting,socialvoting
recommend that you start with 10 online modules or
bookmarkingandranking
this program or take the 4 day 2-day training class
•AnoverviewofEnterprise2.0extensions
Master track.
Learn: •StateoftheEnterprise2.0market
•Howtoassessorganizationalreadiness
The E2.0 Specialist track covers
•HowtobuildabusinesscaseforEnterprise2.0 BecomeanAIIME2.0Practitioner(E2.0p) afterpassing
global best practices for
•Howtoanalyzeandde nebusinessrequirements theonlineexam.
implementing Enterprise 2.0 in
addition to advanced topics, •BestpracticesforimplementingEnterprise2.0 Onsite or Online Classes
and is available as an online or •Aboutusersanduserinvolvement
classroom training course •HowtointegrateEnterprise2.0withprocessesand
I Putting it all together
leading to a Specialist infrastructure
designation. It builds on the •Enterprise2.0andgovernance
Practitioner track, which is why •ExistingandemergingEnterprise2.0standards
we recommend you first take
E2.0 Master
•Continuousimprovementbasedonexperienceand
4-day training class
the Practitioner course. lessonslearned
TheE2.0Masterprogramcomprisesmainelementsfrom
The E2.0 Master track provides BecomeanAIIME2.0Specialist(E2.0s) afterpassingthe theStrategy,PractitionerandSpecialistprogramsin
you with a thorough onlineexam. additiontocasestudyexercises.
understanding of Enterprise 2.0,
Onsite or Online Classes
with the main elements from all
BecomeanAIIME2.0Master(E2.0m) afterpassingthe
of the above training tracks, in onlineexamandcasestudyexercise.
addition to case study exercises.
E2.0 Master Preparation
Virtual training course
Course materials produced in partnership
AvailabletostudentsthatcurrentlyholdboththeAIIM
with AIIM Market Intelligence division
supported by renowned industry experts E2.0PractitionerandAIIME2.0Specialistdesignations.
Andrew McAfee, David Weinberger, Stowe
Boyd, Patti Anklam, and Eric Tsui.
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11. emm Email Management
The Email Management
I Why EMM? I What is EMM?
Certificate Program (EMM)
consists of a Strategy track, a
Practitioner track, a Specialist
track, and a Master track. EMM Stategy Workshop EMM Practitioner
1-day executive awareness workshop 10 online modules or 2-day
The EMM Strategy onsite training class
Learn:
workshop is only available on
•Businessdriversformoreeffectiveemailmanagement Learn:
request to organizations that
•Strategiesformanagingemail •Howemailworks
need to brief executives or users
•Theemailpolicy •Whatemailmanagementis
about the expected benefits,
•Emailprocedures •Managingtheinbox
steps and resources for
implementing Email •Implementingemailpoliciesandprocedures •Emailmessagingapplicationsandclients
Management. •Technologyinsupportofemailmanagement •Remoteandmobileemailaccess
•Rolesandresponsibilities •Capturingandmanagingmessages,attachments,and
The EMM Practitioner track metadata
•Auditingcomplianceandeffectiveness
covers concepts and •Emailclassi cationincludingautoclassi cation
Onsite Class Only
technologies for email •Effectiveemailgovernance
management, and is available •Emailsecurity
I Implementing EMM
as an online or classroom •Emailmanagementtoolsandtechnologies
training course leading to a •Emailarchivalapproaches
Practitioner designation. It also
•EmailandECM
incorporates the main elements EMM Specialist
from the EMM Strategy track, 10 online modules or
BecomeanAIIMEMMPractitioner (EMMp) afterpassing
and we recommend that you 2-day training class
theonlineexam.
start with this program or the 4
day Master track. Learn: Onsite or Online Classes
• owtodevelopabusinesscaseforemailmanagement
H
The EMM Specialist track covers •De ningtheproblemandplanningtheproject
global best practices for
implementing
•Buildingtherightprojectteam
•Developingtheemailpolicy
I Putting it all together
email management in addition •Identifyingandgatheringrequirementsforemail EMM Master
to advanced topics, and is management 4-day training class
available as an online or •Implementingthesolution
classroom training course •Long-termpreservationofmessages,attachments, TheEMMMasterprogramcomprisesmain
leading to a Specialist metadata elementsfromtheStrategyworkshopand
designation. It builds on the •Emailanddiscovery PractitionerandSpecialistprogramsinadditionto
Practitioner track, which is why casestudyexercises.
•Instantmessaging
we recommend you first take
•Blogs,wikis,andRSSfeedsasalternativestoemail
the Practitioner course. BecomeanAIIMEMMMaster (EMMm) afterpassingthe
•Web-basedcommercialemail
onlineexamandcasestudyexercise.
The EMM Master track provides
you with a thorough BecomeanAIIMEMMSpecialist(EMMs) afterpassing EMM Master Preparation
understanding of email theonlineexam. Virtual training course
management, with the main Onsite or Online Classes
elements from all of the above AvailabletostudentsthatcurrentlyholdboththeAIIM
training tracks, in addition to EMMPractitionerandAIIMEMMSpecialistdesignations.
case study exercises.
Coursematerialsproducedinpartnership
withAccessSciences
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12. Certificate Training Programs
What are the system
requirements? The Online Classroom
SystemRequirements:Microsoft
Windows98,NT,2000,XPor Tomeetthedemandsofstudentswhohavetimeand/orbudgetchallenges,AIIM
Vista. alsooffersitsCertificateTrainingProgramsonline.Studentsareabletotakethe
ThebasicPCrequirementsto courseswhenandwhereitismostconvenienttothem.AllofAIIM’sCertificate
viewcoursesare:350mhz TrainingProgramsareavailableonline.Youcanregisterforanyoralloftheseclasses:
Pentium-II,64MBRAM,56k
dial-upconnection,Internet • SharePoint • Information Organization
Explorer5.0orgreaterwith • Enterprise Content Management and Access/Search
javascriptenabledandpop-ups • Electronic Records Management • Business Process Management
disabled,soundcardwith • Capture
• Email Management
speakersandFlash5,6,or7
player.Althoughmost • Enterprise 2.0
computersareequippedwith
theseitems,youmaywishto Registration
checkwithyourITdepartment
Youmayregisterfortheclassesonlineatwww.aiim.org/training. Onceyouhave
toensurethatyourcomputeris
readytogo.
registeredforanonlineclass,youwillhaveimmediateaccesstothematerials.
Whenyoulogin,youwillseethecourseinyour“MyCourses”folder
Pleasecontact (www.aiim.org/mycourses).Youraccesstothesematerialsandtheexam(s)willlastsix
training@aiim.org ifyou
monthsfromthedateofregistrationandpayment.
experienceanyproblemsand
ourITsupportwillworkwith Online courses
youtoresolveyourproblem. Eachonlinemoduleis60‐90minutesinlengthandcombinesaudioandPowerPoint,
Other Questions? deliveredviayourWebbrowser.Youmaystart,pauseorstopthemoduleatanytime
PleasecontactAIIMtogetan toreviewmaterialsatyourownpace.Youcanalsoviewamodulemultipletimesto
answertoyourquestion.All ensuremasteryofcontent.Downloadablehandoutmaterialsandadditionallinksand
emailsareansweredwithin resourcesaccompanyeachcourse.
1businessday.
Exams
Eachmoduleforonlinestudentsincludesanexamcoveringthecontentpresented,
whileclassroomstudentshaveonelargeexamcoveringallrelevantmodules.
®
ParticipantsmustsuccessfullycompletetheassessmenttoearntheCertificateof
Completion.Allquestionsarecoveredwithinthecoursematerial.
Headquarters: Itisimportanttotaketheexamonlywhenyoufeelcomfortablewiththecontentto
1100WayneAvenue ensureapassingscore.Eachcourseenrollmentallows3opportunitiestotakeand
Suite1100 passtheexam.
SilverSpring,MD20910US
T.+1301.587.8202/800.477.2446 Certificate of Completion
E.training@aiim.org Participantswhosuccessfullyprogressthroughallmodulesinacertificatetrack(with
www.aiim.org agradeof70percentorhigherontheexams)willearnthehighlyregardedAIIM
Practitionerand/orSpecialistdesignationsforthatcourse.Studentswillalsobe
EuropeanOffice: awardedaCertificateofCompletion.
8Canalside
LowesmoorWharf StudentswhohaveachievedbothPractitionerandSpecialistdesignationsinagiven
Worcester trackareencouragedtobecomeMasters.Toachievethisdesignation,astudentmust
WR12RRUK taketheappropriateMasterPreparationClassandsuccessfullycompleteacasestudy.
T.+441905.727600
E.training@aiim.org
www.aiim.org.uk
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13. ready. aiim. learn.
Who should attend
•IT/TechnicalStaff Pricing
•InformationArchitects PricingfortheAIIMCertificateProgramincludesattendance(onlineor
•RecordsManagers in-person)foroneindividual;aworkbook(forclassroomstudents),checklistsand
•Consultants
resourceguide;andaccesstosupportingwebcourses.AIIMProfessionalMembers
•BusinessManagers
receiveaspecialdiscountonallcoursesandprogramrates.
•RegulatoryStaff
•ImplementationTeams
•ServiceProviders
Group Discounts
Groupsof10+professionalsfromoneorganizationmayqualifyforagroup
AIIM’s training discount.Volumediscountsandsitelicensesareavailableforcompanies,user
programs are groups,professionalassociations,orsocialclubs.
designed from best
practices among Corporate Training
AIIM’s 65,000 global AIIMdeliversprivateonsitetrainingclassesaroundtheworlduponrequest.
associate and Forinformationaboutpricing,pleaseemailtraining@aiim.orgorcallusat
professional +1301.755.2614or+441905.727600.
members.
Online
AIIM Professional Members:
1course $70 £45* €50*
CompletePractitionerCertificatepackage $650 £4 0 €500*
“Kodakclearlyunderstandsthe
valueoftheAIIMECMcourses.Our CompleteSpecialistCertificatepackage $650 £400 €500*
salesteamusesthisknowledge
Non - AIIM Members:
oftenaswesupportourdocument
imagingresellersintheirsales 1course $80 £50 €60*
processes.”
CompletePractitionerCertificatepackage $790 £500* €630*
Todd LeVeque ECMp CDIA+,
CompleteSpecialistCertificatepackage $790 £500* €630*
Director - US Channel Sales,
Document Imaging - Graphic Classroom
Communications Group, Eastman
Kodak Company AIIM Professional Members:
2dayPractitionerorSpecialistclasses $1095 £670 €850
4dayMasterclass $2795 £1650 €2195
MasterPreparationWorkshop** $1095 £670 €850
“FujitsuchosetheAIIMECM
CertificateTrainingProgramto Non - AIIM Members:
empowerourpartnerswiththe
2dayPractitionerorSpecialistclasses $1195 £750 €935
toolsandstrategiestohelp
companiesworld-wideachieve 4dayMasterclass $2995 £1760 €2415
successfulECMimplementations.”
MasterPreparationWorkshop** $1195 £750 €935
Pamela Doyle, Director, Fujitsu
Imaging Products Group All prices are per attendee and charged in USD. * GBP and Euro based on the payment date’s exchange rate.
** Available for students that currently hold both Practitioner and Specialist designations within a program.
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14. essentials
“IachievedtheECMmandtheBPMp AIIMEssentialsisaseriesofshortonlineeducationalprogramsdesignedto
designations.NotonlydidtheECM
provideyouwithanunbiasedfocusonspecifictopicsrelevanttotoday’s
classesaddmoreknowledgetomy
yearsofdocumentmanagement changingtechnologicalandbusinesslandscape.Thetechnologyseriesdelivers
experience,butthedesignations vendorneutralperspectivesontechnologytoolsandhowandwhattolookfor
haveaddedvaliditytomywork.In whenevaluatingsolution,whilethebusinessseriesaddressesthemany
mycurrentpositionworkingonan
ECManalysis,Icontinuouslyuseand
challengesofgovernanceandmanagementwhenapplyingthesetechnologies
referbacktothebestpractices, toabusinessproblem.
strategies,tools,andmethodology
thatIlearnedintheclassesandplan AIIM,inpartnershipwithIndustryExpertsfromaroundtheworld,havebrought
oncontinuingmyeducation thisseriestogetherforyou.Eachnon-certificateprogramisapproximately4–6
throughAIIM.” hoursinlengthspreadacrossseveralmodules,usinganarratedeLearning
format,makingiteasytojoinasessionandcompletetheprogramatyourleisure,
Silke Dannemann, ECMm, BPMp
Principal Consultant, fromanywhereatanytimeusingyourinternetconnectionandbrowser.
ECMspecialist.com
Current offerings include:
• Fundamentals of Web Content Management Technologies
• Fundamentals of Digital Asset Management Technologies
• Fundamentals of Electronic Discovery
• Introduction to Web Analytics Technology
• Imaging and Recognition
• Fundamentals of Enterprise Portal Technology
• Fundamentals of a Successful Intranet
• MoReq2 Essentials
• Automating AP for the Mid-Sized Company
• PDF/A
The cost for AIIM’s Essentials courses is USD $395 per program, and you have
one full year of access to the materials.
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15. How can I If your organization offers solutions or services for sharing
and managing information…
use AIIM AIIMoftencustomizesthetrainingcoursesforsolutionproviderstoincludetheir
methodologiesandsolutionsaspartofthecurriculum.Wehavealreadydonethis
training to forleadingsolutionproviders,andbelowaresomeexamplesofcustomized
training:
educate my 1.Trainingcoursesforsalesrepresentativesandpartnersaddressinghowtoidentify
prospectsanddemonstratethevalueofyoursolution
organization? 2.Trainingcoursesformarketersandaccountmanagersaboutindustrytrendsand
opportunities
3.Trainingcoursesforconsultantsaddressinghowtoanalyzerequirements,
developabusinessandtechnologyblueprint,agreeuponinformation
architecture,createanroadmap,etc.
Please contact training@aiim.org to set up a call to discuss how you can use AIIM
customized training to sell solutions and services.
If your organization needs to improve how you share and
manage information…
AIIMcancustomizethetrainingcoursesbasedonyourobjectivesforthedifferent
staffinvolvedinaprojectorprogram.Belowaresomeexamplesofcustomized
training:
1.Trainingcoursesforexecutivesandstakeholdersthatdemonstratethevalueof
thenewinitiative
2.Trainingcoursesforimplementersandpractitionersinbestpracticesfor
implementingandmaintainingthenewenvironment
3.Trainingcoursesforend-usersinpoliciesandproceduresforsharingand
managinginformation
Please contact training@aiim.org to set up a call to discuss how you can use AIIM
customized training to better share and manage information.
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16. ready. aiim. learn.
® AIIMisthecommunitythatprovideseducation,research,andbestpractices
tohelporganizationsfind,control,andoptimizetheirinformation.
Forover60years,AIIMhasbeentheleadingnon-profitorganizationfocused
Headquarters: onhelpinguserstounderstandthechallengesassociatedwithmanaging
1100WayneAvenue
documents,content,records,andbusinessprocesses.Today,AIIMis
Suite1100
internationalinscope,independent,implementation-focused,and,asthe
SilverSpring,MD20910US
T.+1301.587.8202/800.477.2446
representativeoftheentireECMindustry—includingusers,suppliers,and
E.training@aiim.org thechannel—actsastheindustry’sintermediary.
www.aiim.org
EuropeanOffice:
8Canalside For information about
LowesmoorWharf AIIM Certificate Programs
Worcester
WR12RRUK contact us at
T.+441905.727600 +1 301.755.2631 or +44 1905.727600
E.training@aiim.org
www.aiim.org.uk
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