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Institute of Developing Skills
www.bon-in.co.in 1
Objective
• To Bring a Revolutionary Change in Document Management Awareness
• Provide Full Proof Sophisticated Solutions to Mitigate Risks and Higher
Returns on Investment
• Enhances Efficiency, Quality & Productivity by Integrating Content to the
Business Processes
• Knowledge Sharing with Consistency and Confidentiality to Reduce Time ,
Cost and Risk
2www.bon-in.co.in
Vision & Mission
• 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 Gap of Skill sets
3www.bon-in.co.in
What We Do
• Conduct Document and Records Management Training Courses
• Enhance Skill Competence of Individual for Growth
• Provide Customized Software for Documents & Records Management
• Design and Set up Hard & Soft Copy Filing & Archival Plans
• Resource Document Controllers with Right Opportunity.
• Aim to Provide Practical Tools and Advance Skills that directly apply to Work Environment
www.bon-in.co.in
4
Training Highlights
• Highly Interactive Training sessions
• Uses Best Practices to understand Governance & Compliance
• Attention on Individual to achieve Prime Objectives to Excel
• Advance Skill Development for Individual Growth
www.bon-in.co.in 5
Present Skill Gaps
• Inadequate Business Processes among departments and stakeholders
• Records are scattered without definite 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
6
Benefits of the Course
• Can 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 7
Teaching Methods
• Class Room , Home Study & E-Learning Platforms.
• Collaborative effort between Indus and Oil & Gas Club has been launched
for the E-Learning courses, where certified online training programs and
events are conducted.
• http://www.oilandgasclub.com/
www.bon-in.co.in
8
Trainers
• Rajendra Salunke
–Technology visionary with 30 years of experience in DMS and
Masters in RM
• Prakash Patel
–Great exposure Web based DMS & RM Implementation, Training
and Resourcing.
• Abhishek Mehta
–Specialized in the IT and Database Management
www.bon-in.co.in 9
Training Courses
1-Certified Document Controller –CDC
Basics of Document & Records Management
2-Certified Lead Document Controller –CLDC
Advance Document, Records & EDMS
3-Certified Records Management -CRM
Advance Records Management System
4-Certified Electronic Document Management-CEDM
Total in-depth knowledge on setting up EDMS
www.bon-in.co.in
10
Certified Document Controller-CDC
1. Roles & Responsibilities of Document Controller
2. The Basics of Document Management & Records Management
3. ISO 9001 Standard
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 11
Certified Lead Document Controller CLDC
www.bon-in.co.in
12
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.Introduction - Enterprise Document Management System
Certified Records Management Professional
CRMP
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
13
Certified Enterprise Document Management
Professional CEDMP
www.bon-in.co.in
14
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 and Other
tools
19. Pilot Project Testing & UAT & Go Live
20. Return on Investment
Course Schedule
• 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 15
Certification
www.bon-in.co.in
16
Examination
• Examination will be conducted at the end of the training course.
• 3 hours certification exams will be conducted for individual.
• The course fee is including the examination fees
• Venue for the examination for Home Study Course will be informed to
candidate two months in advance.
www.bon-in.co.in
17
E-Learning Course Fees
1-Certified Document Controller –CDC- USD 100/- (INR 5,000)
• Basics of Document & Records Management
2-Certified Lead Document Controller –CLDC- USD 150/-(INR 10,000)
• Advance Document, Records & EDMS
3-Certified Records Management Professional -CRM- USD 250/-(INR15,000)
• Advance Records Management System
4-Certified Electronic Document Management Professional -CEDM- USD 350/-
(INR 20,000)
• Total in-depth knowledge on setting up EDMS
www.bon-in.co.in 18

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Document Management Training , Consultancy , EDMS Software and Document Control Resourse

  • 1. Institute of Developing Skills www.bon-in.co.in 1
  • 2. Objective • To Bring a Revolutionary Change in Document Management Awareness • Provide Full Proof Sophisticated Solutions to Mitigate Risks and Higher Returns on Investment • Enhances Efficiency, Quality & Productivity by Integrating Content to the Business Processes • Knowledge Sharing with Consistency and Confidentiality to Reduce Time , Cost and Risk 2www.bon-in.co.in
  • 3. Vision & Mission • 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 Gap of Skill sets 3www.bon-in.co.in
  • 4. What We Do • Conduct Document and Records Management Training Courses • Enhance Skill Competence of Individual for Growth • Provide Customized Software for Documents & Records Management • Design and Set up Hard & Soft Copy Filing & Archival Plans • Resource Document Controllers with Right Opportunity. • Aim to Provide Practical Tools and Advance Skills that directly apply to Work Environment www.bon-in.co.in 4
  • 5. Training Highlights • Highly Interactive Training sessions • Uses Best Practices to understand Governance & Compliance • Attention on Individual to achieve Prime Objectives to Excel • Advance Skill Development for Individual Growth www.bon-in.co.in 5
  • 6. Present Skill Gaps • Inadequate Business Processes among departments and stakeholders • Records are scattered without definite 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 6
  • 7. Benefits of the Course • Can 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 7
  • 8. Teaching Methods • Class Room , Home Study & E-Learning Platforms. • Collaborative effort between Indus and Oil & Gas Club has been launched for the E-Learning courses, where certified online training programs and events are conducted. • http://www.oilandgasclub.com/ www.bon-in.co.in 8
  • 9. Trainers • Rajendra Salunke –Technology visionary with 30 years of experience in DMS and Masters in RM • Prakash Patel –Great exposure Web based DMS & RM Implementation, Training and Resourcing. • Abhishek Mehta –Specialized in the IT and Database Management www.bon-in.co.in 9
  • 10. Training Courses 1-Certified Document Controller –CDC Basics of Document & Records Management 2-Certified Lead Document Controller –CLDC Advance Document, Records & EDMS 3-Certified Records Management -CRM Advance Records Management System 4-Certified Electronic Document Management-CEDM Total in-depth knowledge on setting up EDMS www.bon-in.co.in 10
  • 11. Certified Document Controller-CDC 1. Roles & Responsibilities of Document Controller 2. The Basics of Document Management & Records Management 3. ISO 9001 Standard 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 11
  • 12. Certified Lead Document Controller CLDC www.bon-in.co.in 12 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.Introduction - Enterprise Document Management System
  • 13. Certified Records Management Professional CRMP 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 13
  • 14. Certified Enterprise Document Management Professional CEDMP www.bon-in.co.in 14 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 and Other tools 19. Pilot Project Testing & UAT & Go Live 20. Return on Investment
  • 15. Course Schedule • 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 15
  • 17. Examination • Examination will be conducted at the end of the training course. • 3 hours certification exams will be conducted for individual. • The course fee is including the examination fees • Venue for the examination for Home Study Course will be informed to candidate two months in advance. www.bon-in.co.in 17
  • 18. E-Learning Course Fees 1-Certified Document Controller –CDC- USD 100/- (INR 5,000) • Basics of Document & Records Management 2-Certified Lead Document Controller –CLDC- USD 150/-(INR 10,000) • Advance Document, Records & EDMS 3-Certified Records Management Professional -CRM- USD 250/-(INR15,000) • Advance Records Management System 4-Certified Electronic Document Management Professional -CEDM- USD 350/- (INR 20,000) • Total in-depth knowledge on setting up EDMS www.bon-in.co.in 18