Enterprise Content Management (ECM) Practitioner Online Course

Learn strategies, tools and technologies to capture, store, manage, preserve and deliver content

AIIM Enterprise Content Management (ECM) Practitioner Certificate programme now online!
Next to our classroom based ECM Master Course we now also offer you an online training course to become ECM Practitioner.

Course Description
The ECM Practitioner course provides you with a thorough 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.

The course has 11 modules, and each module is 45-90 minutes in length and combines audio and presentations delivered via your Web browser. You may start, pause or stop the module at any time to review materials at your own pace. You can also view a module multiple times to ensure mastery of content. Downloadable handout materials and additional links and resources accompany each module, and you have unlimited access to the modules for 6 months.

Course Objectives

  • 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

Course Designation
You will be awarded the AIIM ECM Practitioner (ECMp) 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 Practitioner. 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 test after attending the training course. The designation is valid for 5 years.

Who should attend AIIM’s ECM Practitioner Course?
The ECM Practitioner Course provides a detailed coverage of Enterprise Content Management for people working in both the public and private sector. Through attendance in this program, you will be able to consolidate your 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 Practitioner Course 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.  

Course Material
You will receive access to the online ECM Practitioner courses and exam for 6 months. This is also accompanied by course notes, reference handouts, and an abbreviated glossary. 

ECM Practitioner Module 1 - Introduction to ECM
  • The state of content in the enterprise
  • Differences in data, information, content and records, and the supporting systems
  • Definition of ECM (What is ECM? Why use ECM? )
  • The ways that ECM can be applied to business drivers
  • Understanding and quantifying the business value of content
  • Defining data, information, content, records
  • Business value of content
  • Technology of ECM

ECM Practitioner Module II - Technologies and Functionality
  • Key ECM technologies
-    Document Management
-    Electronic Records Management
-    Workflow
-    Imaging
-    Collaboration
-    Web Content Management
-    Content Security
-    Search and Browsing
  • Specialized instances of ECM
-    Business intelligence
-    Business process management
-    Digital asset management
-    Email management
-    Portals
  • Effective practices for implementing ECM including avoiding solution silos and taking strategic view

ECM Practitioner Module III - Information Architecture
  • The importance and depth of planning needed for ECM
-    An Information Architecture is always required
  • How to balance what you have with what you need
  • Information architects help in the pre-planning, deployment, and post-maintenance
  • 4 key conceptual components of any ECM-related system

ECM Practitioner Module IV - Capture
  • Different sources and content types
  • How to develop a strategy for content capture
  • The three basic stages of capture
-    Simple capture
-    Conversion
-    Migration
  • Best practices to capture

ECM Practitioner Module V - Metadata
  • Metadata concepts
  • The business drivers behind metadata
  • How to design a metadata schema
  • Manual vs. automated approaches to creation and collection
  • Role of Standards

ECM Practitioner Module VI - Taxonomy
  • How to leverage classification in general and taxonomies in particular as part of an ECM strategy
  • Different approaches to subject-based organization schemes:
-    Taxonomies
-    Thesauri
-    Semantic networks
-    Ontologies
-    Folksonomies
  • Managing classification challenges

ECM Practitioner Module VII - Security and Control
  • Why security is important for ECM
  • Concepts of controlling access to ECM solutions
  • Layers of control and possible approaches to improve controls and security in ECM environment

ECM Practitioner Module VIII - Process and Automation
  • The differences between routing, workflow and BPM
  • The differences between transaction, content-based and ad-hoc processes
  • The benefits, values and challenges in automating business processes
  • How to leverage flowcharting and modeling
  • The options for user interfaces to design or participate in automated processes

ECM Practitioner Module IX - Findability
  • Why Findability is a critical component to an ECM strategy
  • How Findability is comprised of multiple technologies and techniques
  • The wide variety of interfaces available
  • Present challenges and enhancements to security

ECM Practitioner Module X - Delivery and Presentation
  • The power of separating content from presentation
  • The strategy that spans from content capture to presentation
  • The strategy and orchestration of a variety of tools, techniques and methodologies

ECM Practitioner Module XI - Trends and Directions
  • How to differentiate deployment alternatives for ECM
  • How to position ECM suites and platforms into your strategy
  • How to leverage ECM beyond text and images to include “rich media”
  • How to meet rising user expectations for ECM-type interfaces and interactions
  • The “content abundant” state of the market implores organisations to seek out new business opportunities through the redeployment of existing content


For the prices and enrollment go to the AIIM website. Click on 'Enroll' to login in with your AIIM account or sign-up for an account. After login you can enroll for the course. After payment of the course with a creditcard (only payment option) you have immediate access to the online course

For AIIM non-members:
If you register for the online course through IMF you now receive a 20% discount! Enter the promotion code IMF09OB to receive the discount.