AIIM Pre-Conference Certificate Programs

 

2010 AIIM Pre-Conference Certificate Programs
Monday, April 19, 9:00 am - 5:00 pm

One Day Practitioner Programs: ECM, ERM, IOA, BPM, EMM, and E2.0 Descriptions below

One Day Specialist Programs: ECM and ERM Descriptions below

 

Practitioner Workshops:

 
 

Enterprise Content Management (ECM) - Newly Revised and Updated

 

 

Students who have previously completed the ECM program should consider taking this newer version to enhance their skills and strengthen what they learned in the prior course.

AIIM has just revised and updated the ECM Certificate Program based on changes in the industry with new content types, solutions, and best practices, but also incorporated comments made by the thousands of students that have taken the courses, online or in our classrooms. In addition to updating their certificates and designations, attending the revised Practitioner program will bring benefit from the expanded focus on available solutions (e.g. SharePoint 2007); new content types (e.g. wikis and blogs); taxonomies and folksonomies; new preferred approaches (platforms/solutions); and new best practices and standards (e.g. PDF/A and MoREQ2).

The ECM Practitioner Training Class provides you with a good understanding of strategies, methods and tools for managing content. This includes technologies and global best practices for information architecture, scanning/imaging, metadata, taxonomies, content security, process management and automation, findability, delivery, and presentation.  You will be awarded the AIIM ECM Practitioner (ECMP) designation after passing the online exam.

Learn:

• Business benefits of ECM
• ECM technologies such as document management, imaging, records management, workflow, web content management and collaboration
• Preferred approaches, platforms vs solutions, enterprise vs departmental
• Information architecture, interoperability, and integration
• Sources of information and appropriate capture and migration mechanisms
• Metadata and indexing
• Types of taxonomies and their value
• Ontologies and folksonomies
• Different levels of access control and security
• Process improvements and automation
• Search and retrieval technologies
• Different ways of delivering information and content to employees, partners and customers
• Existing and emerging trends such as Web 2.0, SaaS, and Open Source.

ECM Practitioner Instructor: Carl Weise, Industry Advisor, AIIM International

Electronic Records Management (ERM) - Newly Revised and Updated

 

 

Students who have completed the ERM program previously should consider taking this newer version to enhance their skills and strengthen what they learned in the prior course.

AIIM has revised and updated the course material for its ERM Practitioner and Specialist (and combined, its Master) courses. The original content was developed in 2006 and there have been substantial changes in the methods, standards and technologies for addressing electronic records management (ERM) since that time. AIIM has also taken the comments made by its thousands of students who have taken the courses, online and in our classrooms, and have consolidated and improved the course curriculum. In addition to updating their certificates and designations, attending the revised program will bring benefit from the expanded focus on new content types (wikis, blogs, etc.), tighter focus on email (capture and retention), changes in the vendor landscape and new best practices and standards (MoReq2).

The ERM Practitioner Training Course covers the lifecycle of records and related concepts such as Classification Schemes, Metadata, Security, Retention, Preservation and Disposal. You will receive an ERM Workbook and access to supporting ERM online modules and exam. This will be accompanied by a short reference handout which will include an annotated entity-relationship model and abbreviated glossary. It will also include a list of useful references (such as URLs for software certification scheme websites).  You will be awarded the AIIM ERM Practitioner designation after passing the online exam.

Learn:

• Understand records management terminology and principles
• Understand the lifecycle of records, with focus on electronic records
• Consider the sources of records and appropriate capture mechanisms
• Learn about current metadata standards, guidelines and practices
• Understand the concepts of classification and different approaches depending on local business needs
• Understand search, retrieval and presentation
• Explore different levels of access control and permissions
• Determine retention and disposition
• Learn about records management technologies
• Understand the need for ERM governance, staff and audits
• Learn about electronic records storage
• Understand digital preservation techniques

ERM Practitioner Instructor: Rich Russo, Principal Consultant, Access Sciences

Information Organization & Access (IOA) - Learn best practices for designing metadata models & taxonomies that enable search & text/content analytics

 

 

 
The AIIM IOA Practitioner program covers technologies and methodologies of improving findability and enterprise search. The course program covers analyzing, auditing and enriching information through the use of content modeling as well as covering methodologies for metadata and taxonomy creation and management. Beyond that the course looks at ontologies, semantic networks, and topic maps and their use in business. Once information has been organized for retrieval, the course looks at the different ways of retrieving information to ensure necessary precision and recall. All course attendees get access to the supporting online courses and exam, and will receive the IOA Practitioner designation after passing the online exam.

Learn:

• Finding, inventorying, and analyzing content
• How to develop and maintain a taxonomy
• Developing and maintaining metadata
• Ontologies, topic maps, and semantic networks
• Content modeling
• Access techniques
• Content intelligence and text mining
• Advanced topics of findability
• Advanced search techniques
• Search interfaces
• Finding without search—content finding us

IOA Practitioner Instructor: Seth Earley, President and Founder, Earley & Associates

Business Process Management (BPM) - Learn best practices for improving business processes

 

 

The AIIM BPM Practitioner program covers BPM technologies and methodologies, business analysis, process improvement, flowcharting, process modeling, approaches, technologies, and collaboration. All attendees get access to supporting online courses and exam, and will receive the BPM Practitioner designation after passing the online exam.

Learn:

• Technologies and methodologies of BPM
• Role of ECM in BPM
• Business analysis
• Process improvements
• Flowcharting
• Process modeling
• Business process improvement
• Business process reengineering
• Service orientated architecture (SOA)
• Six sigma and continuous improvement
• BPM technologies
• Standards and protocols
• Collaboration

BPM Practitioner Instructor: Bob Larrivee, Director, AIIM International

Email Management (EMM) - Learn best practices for managing your corporate email

 

 

The AIIM EMM Practitioner program provides you with a good understanding of how to manage email over its lifecycle. The course includes templates, checklists, decision trees, sample policies and procedures, and links to additional resources. All attendees get access to supporting online courses and exam. You will receive the EMM Practitioner designation after passing the online exam.

Learn:

• Introduction to email, strategy and terminology
• Email message capture
• Email clients and attachments
• Metadata
• Email storage
• Managing email on the server
• Security and access control
• Long-term preservation
• Web-based email and instant messaging
• Alternatives to email

EMM Practitioner Instructor: Jesse Wilkins, Principal Consultant, Access Sciences

Enterprise 2.0 (E2.0) Practitioner Program - Learn best practices for using Web 2.0 technologies to improve collaboration across the enterprise

 

 

 
Web 2.0 technologies have made a significant impact on the Internet. But many organizations remain confused as to how these technologies are similarly deployed inside the firewall.  Although technically very similar, Enterprise 2.0 applications differ greatly from Web 2.0 in strategy and benefit. The AIIM E2.0 Practitioner program provides you with an understanding of Web 2.0 social networking capabilities and how these are being effectively leveraged inside the enterprise as a way to capture knowledge, improve collaboration across the enterprise and support dynamic collaboration. All attendees get access to supporting online courses and exam, and you will be awarded the E2.0 Practitioner designation after passing the online exam.

Learn:

• Defining Enterprise 2.0 and distinguish it from Web 2.0
• Business drivers for Enterprise 2.0
• Differentiating Enterprise 2.0 from “traditional” information systems
• The relationship of Enterprise 2.0 to Web 2.0 and Knowledge Management , BI and innovation
• Balancing transparency with security
• Leveraging Enterprise 2.0 as a business asset
• Challenges and benefits of Wikis, Blogs, RSS, Podcasts and Mashups
• Tagging and folksonomies
• Managing cultural and procedural challenges

E2.0 Practitioner Instructor: Hanns Köhler-Krüner, Director, AIIM International

 

NEW FOR 2010 - Specialist Workshops:

 

Enterprise Content Management (ECM)

 

 

AIIM recommends that all course attendees have a good understanding of ECM components and technologies before starting the ECM Specialist training program, or they first take the AIIM ECM Practitioner training program.

The ECM Specialist Workshop provides you with a good understanding of global best practices for implementing ECM. You learn a practical step-by-step approach for developing an ECM strategy, understanding and documenting your requirements, and planning and executing the implementation.

Workshop Objectives:

• How to link the ECM initiative to business strategy and KPIs
• How to develop an ECM program charter and business case
• How to plan the implementation of ECM according to the open methodology MIKE2
• How to identify and prioritize the business requirements for ECM
• How to develop and define the technology requirements for ECM
• How to meld the technology requirements with the business requirements to finalize the ECM blueprint
• How to build an ECM roadmap and prioritize projects based on the blueprint
• How to design a taxonomy, metadata, and security model
• How to identify new roles, responsibilities, and the organizational structure necessary to provide governance and management
• How to develop, test and train
• How to deploy, operate and close-out an ECM implementation
• Global best practices for change management
  

Course Designation

You will be awarded the AIIM ECM Specialist (ECMS) designation after passing the online exam. This is an AIIM standard for industry professionalism and knowledge. By earning this designation, you can call yourself an AIIM ECM Specialist. You can use the associated logo and title on your business card, email signature, web page, etc. The exam is available via the Internet – you have 6 months to pass the exam, and the designation is valid for 5 years.

Benefits of becoming ECM Specialist (ECMS):

• Position yourself to be tomorrow's leader by enhancing your business and professional skills
• Learn global best practices for implementing ECM
• Discover real world solutions and best practices for challenges you face
• Learn from experts in the field who are able to answer your questions, address your comments, and are willing to accept your feedback.

Who should attend AIIM’s ECM Specialist Class?

The ECM Specialist Class provides a detailed coverage of Enterprise Content Management for people working in both the public and private sector. Through attendance in this program, students will be able to consolidate their current position and standing, as well as prepare for future career development in a more senior role in the management and development of an organization’s information management strategy. The ECM Specialist Class is designed for Business Managers, IT Managers, Compliance Officers, Risk Managers, Records Management Professionals, as well as for solution integrators and providers, sales consultants, project managers, and technical staff.

ECM Specialist Instructor: Alex Visser, Industry Advisor, AIIM International

Electronic Records Management (ERM)

 

 

AIIM recommends that all course attendees have a good understanding of ERM concepts such as Classification Schemes, Metadata, Security, Retention, Preservation and Disposal before attending the ERM Specialist training program, or that they first take the AIIM ERM Practitioner training program.

The ERM Specialist Certificate Program covers global best practices for ERM implementation and related processes such as Business and Systems analysis, Developing a Business Case, Business and System Requirements, Project Management, and Roll out. You will also gain knowledge on advanced topics including Enterprise ERM and Emerging Issues. You will receive an ERM Workbook and access to supporting ERM online modules and exam. This will be accompanied by a short reference handout which will include an annotated entity-relationship model and abbreviated glossary. It will also include a list of useful references (such as URLs for software certification scheme websites).

Course objectives

• Manage an ERM program consisting of several coordinated projects
• Identify the stakeholders of an ERM program
• How to carryout business and technology assessments
• Develop a Business Case for ERM
• Identify the business and system requirements of the ERM system
• Understand information governance
• Identify records management policies and procedures
• Learn how to design records management processes
• Learn how to design records technology solutions
• Understand model offices and pilot implementation
• Define and explain the project work products for ERM implementation
• Understand what is meant by benefits realization
• Learn about discovery and disclosure activities
• Learn how to address trans-jurisdictional records management issues
• Understand records management issues with email, mobile communication devices and E2.0 technologies

Course Designation

You will be awarded the AIIM ERM Specialist (ermS) designation after passing the online exam. This is an AIIM standard for industry professionalism and knowledge. By earning this designation, you can call yourself an AIIM ERM Specialist. You can use the associated logo and title on your business card, email signature, web page, etc. The exam is available via the Internet and you must pass it within 6 months of attending the training course. The designation is valid for 5 years.

Who should attend AIIM’s ERM Specialist Class?

The ERM Specialist Class is designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, Records Management Professionals, as well as for solution integrators and providers, sales consultants, project managers, and technical staff.

Audiences

• Regulatory (audit, CPA, financial, governmental)
• IT Management
• Technical staff
• Record Management personnel
• Business Process Management staff
• Executives
• Business Unit (line staff & management)
• Compliance Officers and staff
• Implementation team - IT and business
• Suppliers/Solution Providers/Vendors
• Change agents 

ERM Specialist Instructor: Charmaine Brooks, Principal, IMERGE Consulting, Inc.