Electronic Records Management (ERM) Master

Learn global best practices to plan, design and implement ERM!

ERM Master (ERMm)
The Electronic Records Management (ERM) Certificate Program explores records management in relation to the business needs of all types of organizations both in the public and private sector, embracing all records but with a particular emphasis on electronic records.

AIIM ERMm logoYou will be awarded the AIIM ERM Master (ERMm) designation after passing the online exam and case study exercise.

This is a new AIIM standard for industry professionalism and knowledge. By earning this designation, you can call yourself an ERM Master. You can use the associated logo and title on your business card, email signature, web page, etc. The exam and case study exercise are available via the internet and you must pass these within 3 months of attending the training course.

In cooperation with AIIM we also organize the ECM Master certification. This 4-day Master Class covers the entire framework of Enterprise Content Management and also qualifies for the ECM Practitioner and ECM Specialist.

As a partner of AIIM, we also organize the first and only SharePoint Master certification in the Netherlands. The SharePoint Master Class covers the full context of SharePoint and also qualifies you for the SharePoint Practitioner and SharePoint Specialist certification. In four days you are fully aware of all the ins and outs for effectively implementing SharePoint in your organization.

Benefits of becoming ERM Master (ERMm):

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

About AIIM

AIIM represents the Information Management community as the global association for both users and suppliers of Enterprise Content Management solutions – the strategies, services and technologies which enable organizations to capture, manage, store, preserve and deliver information to support business processes. AIIM have existed for more than 60 years and is a not-for-profit organization.

The Master Class covers why, what and how to implement ERM. The ERM Master Training is built up among four essential elements:
  • The ERM Strategic component provides you with the knowledge to get ownership and support by senior executives and users
  • The ERM Concepts component covers the lifecycle of records and related concepts such as Classification Schemes, Metadata, Security, Retention and Disposal.
  • The ERM Process component covers the implementation and related processes such as Information Survey, Business Requirements, Business Case, and Roll Out.
  • The ERM Case component allows you to discuss, share and learn global best practices for ERM.

Didactics
Our courses follow the Oxford Learning Model with engaging, impactful and live workshops with participative and challenging exercises. The elements of this methodology are:
  • 3 Domains: development should engage participants at three levels – emotionally (feeling – the heart); logically (thinking – the head) and practically (doing – the hand)
  • Transferability: delegates should always be able to see how the skills that they are developing can be used back at their workplace
  • Memory: the design of the event and the activities within it should be memorable
  • Measures: participants (and their organizations) should be able to measure the impact of the intervention
  • 5 Senses: the activities within a development program should appeal to all 5 senses wherever possible, to stimulate a range of different responses
  • Reflective Dialogue: activities are not effective unless there is a period of reflection built into a program, so that participants can reflect on their actions and plan how they would do things in future
  • Transparency: AIIM encourages an environment of openness, trust and transparency – no tricks, no ‘reporting back’ unless agreed.

Study requirements
After joining the Master Course, the exam and case study exercise are available via the internet. The course participant must pass these within 3 months of attending the training course.

Who will attend?
The ERM Master Training provides a detailed coverage of records management in the electronic environment for people working in both the public and private sector. Through attendance in this program, delegates 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 records and information management strategy.

The ERM Master Training is designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, Records Managers and Information Managers, as well as for solution providers, sales consultants, project managers, and technical staff.

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

For courses in Dutch, please have a look at www.imf-online.com.

In-house Electronic Records Management (ERM) training:
  • saves time and money;
  • enables you to train in the comfort of your own working environment;
  • can be arranged for groups from 6 people or more;
  • will take place at a time chosen by and convenient to you; and
  • sensitive issues can be openly discussed because there are no ‘outsiders’.

Are you interested? Please call us at +31 (0)40 - 246 02 20 or send an e-mail to info@imf-online.com to discuss the possibilities.
Day I: Strategic Component - (Why ERM?)
  • Understand ERM business drivers
  • Be able to do a “wake up call” about the need for best practice ERM
  • Make explicit link between ERM and current situation
  • Demonstrate how ERM affects each user
  • Understand the concepts of ERM and show how it supports information challenges
  • Identify necessary resources and responsibilities for implementing ERM
  • Explore the implications of a strategic ERM decision
  • Gain commitment for change
  • What’s involved?
  • Who’s responsible?
  • Case Studies

Day II: Concepts Component - (What is ERM?)
  • Understand Records Management terminology
  • Understand the lifecycle of records with focus on electronic records
  • Consider the sources of records and appropriate capture mechanisms
  • Explain the concepts of classification and different approaches depending on local business needs
  • Review current metadata standards and guidelines
  • Understand search and retrieval
  • Explore different levels of access control and permissions

Day III: Concepts
  • Determine retention or disposal
  • Creating records, Classification Schemes
  • Review digital preservation techniques
  • Determine migration
  • Agree upon ERM administration and audit
  • Identify necessary Legislation, Standards and Regulation
  • Understand discovery, disclosure and related issues

Day IV: Process Component - (How to implement ERM?)
  • Manage an ERM program consisting of several coordinated projects
  • Identify the new roles, responsibilities and organizational structure to provide governance and management of an ERM facility
  • Understand “Concept of Operations” as a shared vision of an ERM future
  • Develop an Information Survey – what information do we have?
  • Develop a Business Case for ERM
  • Identify the business requirements of the ERM system
  • Develop and implement a Business Classification Scheme
  • Explain the details of user groups and users
  • Understand the impact of implementing ERM on the organization’s IT infrastructure
  • Understand Pilot Implementation / Model Office
  • Define and explain the roll-out stage of ERM projects
  • Recognize steps involved with sustaining ERM after implementation and realizing the benefits
  • Post-workshop Case Study


The course will be held in:

THE NETHERLANDS (AMSTERDAM)

  • 28 February - 2 March 2012

In case you are not able to attend these days, please let us know.

For more information on other locations and dates (for example in the USA or Asia), please contact our office at +31 (0)40 246 02 20 or info@imfacademy.com.
The fee for the Electronic Records Management (ERM) Masterclass is € 2.415,- (excl. VAT) per participant. This price includes all training materials, access to 29 supporting web modules and 3 opportunities to take and pass the AIIM ERM Master web exam.

In case you are a member of AIIM, you receive a discount and the price amounts to € 2.195,- (excl. VAT).