Enterprise Content Management Masterclass

The abundancy of data makes it difficult to stand out in today’s world, and to make your message seen, understood and accepted by the stakeholders, customers, regulator and other enterprises. Research shows that approximately 70-90% of information of any organization or enterprise is unstructured information. As the companies strive to work in a paperless environment, and information is the real intellectual property of an organization they usually focus on implementing Enterprise Content Management (ECM) solutions which can be either successful and lead the company or organization far in front of their peers or unsuccessful and create a problem and even a pullback system for an organization. The main difference between successful Enterprise Content Management (ECM) projects and disasters indicate either people behavior (acceptance, training, involvement) and planning problem. It is often the case that business users are demanding an Enterprise Content Management (ECM) solution and just expect IT departments to implement it, without the understanding that the solution is actually not a department wise but rather company wise. This training course will highlight the elements, principles and implementation paths for a successful Enterprise Content Management (ECM) solution for any organization.

This training course will highlight:

• Enterprise Content Management (ECM) strategy in conjunction with records management and information security
• Enterprise Content Management (ECM) architecture
• Procedures and standards including ISO15489, ISO9001 and ISO27001
• Records management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality and privacy
• Link between the hardcopy and electronic documentation systems and records management systems
• Metadata creation and importance
• Enterprise Content Management (ECM) structure and available software solutions
• Enterprise Content Management (ECM) resource requirements
• Enterprise Content Management (ECM) and General Data Protection Regulation (GDPR)
• Enterprise Content Management (ECM) as an asset and optimization tool

Hands-on training rather than theoretic learning (examples based on real life cases). Active participation in the training-participants will actually perform the design of the Infographic and conduct a peer review of the other delegates Infographic. Interactive training, using the video materials, software and learning by doing methodology. The delegates will be presented with real-life cases and implementation issues, as well as the best case scenarios implemented in different industries.

This is a training course for all involved in data analysis, presentation and graphic design, but will be especially beneficial for:

• Document Controllers
• Secretaries
• Administrators
• People Supporting Management and/or working in project teams
• Marketing Specialist
• Project Managers
• Public Relations Specialists
• Marketing Managers
• Campaign Managers
• Business Development Managers

Enterprise Content Management Introduction

• Enterprise Content Management (ECM) Definition
• Information and Content Lifecycle
• Enterprise Content Management (ECM) Project Planning
• Enterprise Content Management (ECM) Cost / Benefit Analysis
• Enterprise Content Management (ECM) Storage and Delivery

Importance of Information Retention

• Relevance and Retention of Information and Documents
• Retention Time and Requirements
• Responsibility for Information Retention
• Retention Plans
• ISO 15489

ECM Project Planning

• Developing as Enterprise Content Management (ECM) Business Case
• Enterprise Content Management (ECM) Project Plan
• Enterprise Content Management (ECM) Management of Change
• Determining tangible and intangible ECM Benefits
• Developing an Enterprise Content Management (ECM) Road Map

Content and Document Maturity Model

• Content Maturity Model Stages
• Content Maturity Model Dimensions
• Document Compliance Requirements
• Enterprise Content Management (ECM) Drivers

• Proactive Driver
• Reactive Driver

Enterprise Content Management (ECM) Structure and Architecture

• Service Oriented Architecture for Enterprise Content Management
• Service Components of Enterprise Content Management
• Data Capture
• Data Storage
• Data Process

Enterprise Content Management (ECM) Content Control

• Content Management
• Security
• Repository
• Document vs. Record
• Document Management
• Record Management
• Content Consistency
• Browsing and Navigation through Enterprise Content Management (ECM)
• Viewing, Editing, Updating
• Preservation of Content

ECM Team Creation

• Team Member Selection
• Defining Enterprise Content Management (ECM) Team Roles and Responsibilities
• Team Communication Management
• Need for Subject Matter Expert
• Technical and Legal Team Members
• Quality Control of Enterprise Content Management (ECM) Implementation

Enterprise Content Management (ECM) Introduction and Implementation

• Least Common Denominator for Enterprise Content Management (ECM) Solution
• Preparing the Organization for Enterprise Content Management (ECM) Implementation
• Encourage User Adaptation and Compliance
• The Focus on Single User
• The Community of Users
• Risks of Bad Adoption
• Plan Update and Issue Management
• Available Enterprise Content Management (ECM) Software

Enterprise Content Management (ECM) Data Security

• Data Governance
• Record Management
• Retention and Destruction Policies
• Privacy
• ISO 27000
• Local and International Data Security and Data Privacy Rules
• General Data Protection Regulations Issues

Enterprise Content Management (ECM) Present and the Future

• Cloud Computing, Big Data, Internet of Things (IOT) and Artificial Intelligence (AI)
• Intent Based Networking
• E-Discovery
• Collaborative Technologies
• Unstructured Information and Record Retention, Use and Analysis