Document Management, Security and Retention addresses the problems that all organisations have: - Too much information - Too much cost to store and manage emails, documents and data - Hard to find the right information when you need it - Information is lost, misplaced, or stolen - Staff resign or retire, taking vital knowledge with them This course will look at practical ways in document management, such as adding the right metadata to your documents, filing them in structured systems, securing them from loss, alteration or theft, and finding the right document when you need it. Upon completing this course, you will be able to: - Control access to documents, protect them from damage or loss, and detect any breaches of your system - Label documents so that they can be found when they are needed - File documents safely and securely - Decide when and how to destroy obsolete documents - Save significant costs in time and money WHO SHOULD ATTEND - CEOs, CFOs, CIOs, COOs - Company Secretaries, Legal officers - Finance & HR Managers - Information and Knowledge officers - Document controllers - Quality and Risk managers - Staff responsible for administering or managing documents, filing & information processes - Staff responsible for documents in Case-related or Project-related organisations Contact Kris at kris@360bsi.com for further details.

1. 1
YOUR INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng
Managing Director
Audata Ltd
David Bowen has worked with computers since 1967
and with large volumes of information since 1972.
After 24 years in chemical and pharmaceutical
research and information management, he built two
digital archives for a major pharmaceutical company,
and led the project to create their archives and
archive management software.
Since 1998, he has been a Director of Audata Ltd. He
has completed strategic and practical projects for
clients in government, international tribunals, charity,
finance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.
“Very well structured to cover vast area of
Records & Information Management,
Document Management & Archiving.”
- Suresh Kumar Methil, Controller - Legal
Documentation, Dubai Aluminium (DUBAL)
“Learnt new information on how to make
document management easy and time-saving.”
- Aysha Mubarak Salem Duhair, Senior Officer -
Document Controller, Dubai Electricity and Water
Authority
“I would like to thank the instructor for his
thorough review and materials presentation.”
- Mohammed M. Al-Ajmi, Division Head, Samba
Financial Group
“Trainer's experience in real world cases helped
a lot in explaining things and sharing best
practices.”
- Siti Shafini Yusof, Senior Engineer - Information
Management, Teknik Janakuasa Sdn Bhd
“The trainer & the workshop were awesome!”
- Freedom of Information Officer & Information Audit Project Manager
“David has delivered a very effective training, suitably targeted for
different levels of user. His training and support has ensured the smooth
roll-out of our new system and has the potential to save significant staff
time and improve the efficiency of our business processes.”
- Royal Parks Agency
“David is highly experienced, listened to our staff and responded to our
comments and requests. The work he has completed will make a
significant contribution to improving the Information Management
systems at Carlisle, and to advancing our continuous performance
improvement goals.”
- Carlisle City Council
“David is highhlly experienc ded, llistened
d Th k h
g yy
Latest TESTIMONIALS
COURSE OVERVIEW
Document Management, Security and Retention addresses the problems that all
organisations have:
- Too much information
- Too much cost to store and manage emails, documents and data
- Hard to find the right information when you need it
- Information is lost, misplaced, or stolen
- Staff resign or retire, taking vital knowledge with them
Information is an essential asset for any organisation. Managed well, it increases
efficiency and quality and contributes directly to the bottom line. Information
managed badly is a risk.
This course will look at practical ways in document management, such as adding
the right metadata to your documents, filing them in structured systems, securing
them from loss, alteration or theft, and finding the right document when you need
it.
Control access to documents, protect them from damage or loss, and
detect any breaches of your system
Label documents so that they can be found when they are needed
File documents safely and securely
Decide when and how to destroy obsolete documents
Save significant costs in time and money
Upon completing this course, you will be able to:
The Best Practices,
Laws & Regulations
DOCUMENT
MANAGEMENT,
SECURITY & RETENTION
17 - 18 OCTOBER 2016
KUALA LUMPUR
MALAYSIA
YOOUURR IINNTTERNATIONAL
SPECIAL TAKEAWAY
A Thumb Drive Full of Course
Reference & Information
SPE
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Ref
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MANAGEMENT
SERIES
Tel: +6016 3326 360 Fax: +603 9205 7788 kris@360bsigroup.com

2. 2
COURSE SCHEDULE
8.00
8.30
10.00 - 10.15
12.00 - 13.00
14.30 - 14.45
16.00
Registration & Coffee/Tea
Workshop commences
Morning coffee/tea
Lunch
Afternoon coffee/tea
End of day
WHY THIS EVENT
This workshop will provide you with a solid and
comprehensive understanding of document
management. You will understand how to
manage your information by applying the
appropriate levels of security and access to your
documents.
The correct and timely data will improve your
organisation’s financial performance & allow you
to take full advantage of new business
opportunities.
At the end of the workshop you will leave with a
new set of practical tools to apply immediately
to your daily work.
WHO SHOULD ATTEND
CEOs, CFOs, CIOs, COOs
Company Secretaries, Legal officers
Finance and HR managers
Information and Knowledge officers
Document controllers
Quality and Risk managers
Staff responsible for administering or managing
documents, filing & information processes
Staff responsible for documents in Case-related
or Project-related organisations
Suitable for participants from Banking, Finance,
Insurance, Chemicals, Pharmaceuticals,
Engineering, Oil and Gas, Energy, Logistics &
Government Sectors
DAY2 RECORDS & RETENTION
RECORDS MANAGEMENT, RETENTION & DISPOSAL,“BIG
BUCKETS”FOR RETENTION
Why should we dispose of documents and records?
- How do we achieve this? (Retention, disposal, sentencing)
Records Centres and Archives
- Discussion, differences, similarities (Automation, EDRMS)
Surveys and Audits – what information do we have?
- How good is our quality?
Governance – how does our organisation decide how to
manage its data, information, documents and records?
Personal action plans – what will you do next?
Exercises & Group discussions
DAY1 DOCUMENT MANAGEMENT
DOCUMENT MANAGEMENT PRINCIPLES
Introduction
What are Data, Documents, Information and Records?
- How are they created? (Paper and electronic, digital)
What is“Security”for Information?
- How is it achieved?
Why do we keep documents and records?
- How do we keep them? (File plans, classifications, metadata)
Exercises & Group discussions
HOW THIS WORKSHOP WILL BE CONDUCTED
COURSE
CONTENT
CC
8
8
1
1
1
1
90% of business information still exists on paper
20% to 40% of workers time is wasted searching for documents
Of all the documents that get handled each day, 90% are shuffled
The average document gets copied 19 times
Companies spend $20.00 in labor to file a document, $120.00 in labor to find a
misfiled document, and $220.00 in labor to produce a lost document.
Professional spend 5-15% reading information, but up to 50% looking for it
18 minutes is the average search time for a document
7.5% of all documents get lost and 3.0% get misfiled
More than 70% of today’s businesses would fail within 3 weeks if they suffered
a catastrophic loss of paper-based records due to fire or floods
Every 12 filing cabinets require an additional employee to maintain
Each 4 drawer file cabinet takes up to 9 sq ft of floor space and costs $1,500 / yr
Each 100 documents/day = $39,000/year to file/retrieve
FACTS:
Source: Coopers & Lybrand, 1998

3. PAYMENT DETAILSFEES
3360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.© www.360bsi.com
Payment is required within 5 days upon receipt of
the invoice.
All payments must be received prior to the event date* Save up to 50% for In-house Training program
Thank you for your registration!
Hotel Contact Details:
(please tick as appropriate)
Substitutions are welcome at any time. Please notify us at
least 2 working days prior to the event. All cancellations will
carry a 10% cancellation fee, once a registration form is
received. All cancellations must be in writing by fax or email
at least 2 weeks before the event date. Cancellations with
less than 2 weeks prior to the event date carry a 100% liability.
However, course materials will still be couriered to you.
General Information:
1
2
3
4
5
Cancellations/Substitutions
Bank transfer:
360 BSI MIDDLE EAST LIMITED
Abu Dhabi Commercial Bank
Dubai Mall Branch, P.O.Box 49124 Dubai, U.A.E
Account No: 10065721319001
Swift No: ADCBAEAAXXX
IBAN No: AE780030010065721319001
USD 7,500 - Special for Group of 5
USD 4,995 - Special for Group of 3
USD 1,995 per delegate
KUALA LUMPUR, MALAYSIA: 17 - 18 OCTOBER 2016
For Room Reservation, contact us for 360BSI corporate rates.
Grand Millennium Kuala Lumpur
160 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia
Tel: +60 3 2117 4899 Fax: +60 3 2142 1441
17 - 18 OCTOBER 2016
KUALA LUMPUR
MALAYSIA
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.
Registrations close ONE (1) week before the training dates.
The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual
OTHER PUBLIC COURSES
IT Governance & Leadership
Root Cause Analysis (RCA)
Serious Incident Prevention
Professional Proposal & Report Writing
Managing Stress for Workplace Effectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills
360 BSI is passionate about providing strategic technical
programs and high potential training solutions across the
region to build personal competencies and organizational
capability.
You will receive practical training from a professionally
qualified educator with over twenty years of teaching and
training experience.
Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staff. Other
topics may be available upon request.
IN-HOUSE TRAINING
Fax: +603 9205 7788
Tel: +603 9205 7772
Mobile: +6016 3326 360
Email: kris@360bsigroup.com
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DOCUMENT
MANAGEMENT,
SECURITY &
RETENTION