1. AIIM Training – value for you? Atle Skjekkeland, ECMs Vice President, AIIM Email: askjekkeland@aiim.org Web: www.aiim.org/training

4. AIIM Certificate Programs

5. Status after 3,5 years… Job posting by Oracle Germany; 10,200+ attendees AIIM Practitioner, Specialist and Master are now recognized designations 15,000+ courses delivered Partners across the world 78% 4% 18%

9. ECM Certificate Program ECM Strategy ECM Case ECM Concepts Why? What? How? Use? The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses ECM Process

10. New ECM Practitioner course Foundation Building a sustainable ECM environment requires strong foundation with a good understanding of the technologies and architectural design. Tools and Instruments Using the right tools is vital to the design’s construction. Futures The best designs for an ECM environment includes a continuous improvement program with a vision of the future. ECM as a practice Updated in 2009!

11. ECM as a practice Updated in 2009! 1. Introduction to ECM Defining data, information, content, records What is ECM? Business value of content Technology of ECM 2. Technologies and Functionality Key ECM technologies and benefits S pecialized instances of ECM 3. Information Architecture Defining and positioning information architecture (IA) Role of ECM in an IA Conceptual components of ECM 4. Capture On-ramps of content Strategy Stages of capture Best practices for capture 5. Metadata Defining metadata concepts Business values of metadata Challenges of metadata Creation and collection Schema design Role of Standards 6. Taxonomies Defining taxonomies and classification Subject-based classification Business case for classification Standards and guidelines Classification challenges 7. Security and Control Collaboration vs Control ECM and Compliance Technology/Functionality 8. Process and Automation Basic concepts and constructs Benefits and challenges Methods and tools The user interface 9. Findability Defining findability Search overview Basic search techniques Presentation and interfaces Findability and security 10. Delivery and Presentation The value of information delivery Basic techniques and concepts Content tools and challenges Presentation tools and opportunities 11. Trends and Directions Integrated content Suites and platforms Alternative deployment models Content 2.0 User expectations New business models

12. New ECM Specialist course ECM as a project Updated in 2009!

13. ECM as a project Updated in 2009! 1. Business Assessment Intro to MIKE2 and Phase 1 Strategic Mobilization Program Charter Information Management Awareness Intro to SAFE Architecture Analysis Techniques Organizational QuickScan 2. Business Strategy and Blueprint Strategic Business Requirements Business Blueprint Completion Programme Review 3. Technology Assessment Phase 2: technology assessment Requirements Technical architecture RFP Process Technology Blueprint Completion 4. Governance The MIKE2 governance model The Information Governance Framework (IGF) Building the enterprise information governance document Localized governance Governance of CM instruments 5. Roadmap Phase 3: roadmap and foundation activities Roadmap overview Project and deployment plan Detailed business requirements 6. Foundation Activities Phase 3: Foundation Activities Software Development Readiness Enterprise Information Architecture Taxonomy Design Metadata Development Solution Architecture Def/Revision Prototype the Solution Architecture 7. Design Phase 4: design User Support & Procedures design Security Design Infrastructure Mngt Process Design User Collaboration Conceptual Design User Interface Design 8. Develop, Test and Train Phase 5: Develop, Test, Train User Support & Operational Procedure Guides Technology Backplane Development Testing & Training in Action 9. Deploy, Operate and Closeout Phase 5: Deploy, Operate, Closeout Production Deployment Evaluation and Launch Improve and Closeout 10. Change Management Identifying and involving users Change readiness Best practices for implementing change Manage user expectations and needs Incentive strategies

14. AIIM ERM Certificate Program ERM Concepts ERM Case Why? What? How? Use? The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses ERM Strategy ERM Process

15. New ERM Practitioner course ERM as a practice Updated in 2009!

16. ERM as a practice Updated in 2009! 1. Introduction to ERM Introduction to ERM Terminology Key ERM concepts Records management principles 2. Creating and capturing records Types of records Determining what to capture Approaches to capture Capturing and managing physical records 3. Metadata Metadata concepts and standards Metadata sources Applying metadata to records Automated metadata collection 4. Introduction to classification Introduction to classification Classification concepts Classification approaches Classification categories 5. Developing classification tools The records inventory Developing a classification scheme Developing a file plan Developing a retention schedule 6. Classifying records How to classify records Auto categorisation Tagging and folksonomies 7. Search, retrieval and presentation Search and retrieval concepts Presentation and rendition Annotation and redaction 8. Controls and security Governance and instruments Security and access controls Audit Trails Encryption and digital rights management (DRM) 9. Retention and disposition Retention and disposition Exporting and transferring records Destruction of records Post-disposition considerations 10. Records management technologies Managing records without and ERMS Technology options Implementation models Software certifications 11. Electronic records storage Storage concepts Storage technologies Selecting the appropriate storage technology 12. Digital preservation Preservation principles Risk factors and issues Approaches The migration plan

17. New ERM Specialist course Source: ISO15489-2 ERM as a project Updated in 2009!

18. ERM as a project Updated in 2009! 1. Preliminary Investigation Introduction to ERM implementation Define the scope of the programme Key stakeholders The programme charter 2. Business Analysis The business assessment The technology assessment The program roadmap 3. Business Case Introduction to the business case Elements of the business case Benefits of the ERM programme How to develop the business case 4. Requirements Introduction to requirements Defining requirements Requirements for an ERM system 5. Governance The governance framework Roles and tools Standards and audits The policy development framework 6. Designing The Records System Process design Technology design Support design 7. Implementation The model office and pilot Implementation and rollout Change management 8. Post-Implementation Go-live and project closure Benefits realization Continuous improvement 9. Discovery And Disclosure Discovery and disclosure Review of case law and issues Electronic discovery reference model The discovery plan 10. Enterprise ERM ERM in the enterprise Trans-jurisdictional ERM ERM and enterprise IT 11. Emerging Issues in ERM Email and ERM ERM and mobile devices Records management 2.0

19. Learning Model

21. 24-7 course access for 6 months

22. Online courses & resources

23. Online exam

27. Questions? Email: training@aiim.org Web: www.aiim.org/training