AIIM Training – value for you?

Atle Skjekkeland, ECMs

Vice President, AIIM

Email: askjekkeland@aiim.org

Web: www.aiim.org/training

Learn the Why, What and How… The AIIM Certificate Programs are

designed from global best practices among our 65,000 strong community

Skill sets and best practices are identified by Education Advisory Groups in North America and Europe

AIIM has grown to be the leading provider of training programs covering industry best practices and technologies

Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.

AIIM Education Advisory Group Learning objectives are defined by the AIIM Education Advisory Group

AccentureAlbistur ConsultingBarclays CapitalBill and Vieve Gore School ofBusiness, Westminster CollegeBPCCRM AssociatesChevron Phillips Chemical CompanyCIACrown PartnersDoculabsFujitsuGambroGartnerGimmal GroupGlaxoSmithKlineHarris CorporationHartman CommunicatieHealth FirstHewlett-Packard

Hyland SoftwareIBMInforesight LimitedJPMorgan ChaseKodakMarion County Health Dept.Objective CorporationOracleOrdinaRicohRoyal Mail GroupShellSpringCMSunocoThe National Archives of United KingdomThe South Financial GroupUS CourtsUS Department of TreasuryZyLAB

AIIM Certificate Programs

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 deliveredPartners across the world

78%4%18%

Sample of Program Students

•ABBYY

•Accenture

•AstraZeneca Pharmaceuticals

•Bank of America

•Boeing Company

•Booz Allen Hamilton

•Bureau of Engraving and Printing

•Canon

•Chevron

•CIGNA Healthcare

•Deloitte

•Eli Lilly and Company

•Fannie Mae

•HP

•Hyland Software Inc.

•IBM

•IKON Office Solutions

•Kimberly-Clark

•Kodak

•Lexmark I

•Liberty Mutual

Insurance

•Lockheed-Martin

•Microsoft

Corporation

•Petro-Canada

•Pfizer

•Philip Morris USA

•Price Waterhouse Coopers

•Progressive Insurance

•Ricoh

•Shell Oil Products US

•US Army Corps of Engineers

•Department of Transportations

•US Department of Treasury

•US Environmental Protection

Agency

•US Mint

•USAA

•Washington Mutual

Feedback from end-users

“AIIM’s training programs are essential to anyone in Information Management. Without up to date training, systems and programs are set up — but may be at risk, in the long run, if developed by the under trained. The Information Management Industry as a whole is developing at the speed of light, so even someone like myself (a 23 year veteran) needs to refresh their training and stay on top of technology and advancement in trends to understand how to apply it. AIIM’s training programs provide this education.” TK Train, CRM, ECMp, MBA, Document Control Manager,Gambro

“Enterprise records management or content management projects are comprised of cross functional teams with various backgrounds and specialties. It is important to the success of such projects that interdisciplinary teams develop a common lexicon and understanding of key concepts as fast as possible to enable collaboration. AIIMs educational curricula serve this need quickly and excellently”, Jayne Bellyk, RIM Program Manager, Chevron Phillips Chemical Company LP

Feedback from solution providers

“Fujitsu chose the AIIM ECM Certificate Training Program to empower our partners with the tools and strategies to help companies world-wide achieve successful ECM implementations.” Pamela Doyle, Director, Fujitsu Imaging Products Group

“The AIIM ECM training course provides an extremely comprehensive platform related to the enterprise content management industry and the technologies that support and drive it. The materials are thorough, up-to-date and well presented. I would recommend the course to both vendors and customers of ECM solutions.”John Opdycke, Vice President of Marketing, Hyland Software

In today’s Web 2.0 world, companies are required to provide a set of user experiences that enable employees to work with corporate information the way they work with personal information—easy to use, easy to find and easy to interact with others. Now more than ever, comprehensive enterprise content management training that incorporates the use of Web 2.0 technologies is a must-have for companies. With its broad-based support and real-world approach, AIIM continues to be the gold standard for ECM training.” Whitney Tidmarsh, Chief Marketing Officer, Content Management and Archiving Division, EMC Corporation

ECM Certificate Program

ECMECMStrategyStrategy

ECMECMProcessProcess

ECMECMCaseCase

ECMECMConceptsConcepts

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

New ECM Practitioner course

FoundationBuilding a sustainable ECM environment requires strong foundation with a good understanding of the technologies and architectural design.

Tools and InstrumentsUsing the right tools is vital to the design’s construction.

FuturesThe best designs for an ECM environment includes a continuous improvement program with a vision of the future.

ECM as a practice

Updated in 2009!

1. Introduction to ECMDefining data, information, content, recordsWhat is ECM?Business value of contentTechnology of ECM

2. Technologies and FunctionalityKey ECM technologies and benefitsSpecialized instances of ECM

3. Information ArchitectureDefining and positioning information architecture (IA)Role of ECM in an IAConceptual components of ECM

4. CaptureOn-ramps of content StrategyStages of captureBest practices for capture

5. MetadataDefining metadata conceptsBusiness values of metadataChallenges of metadataCreation and collectionSchema designRole of Standards

6. TaxonomiesDefining taxonomies and classificationSubject-based classificationBusiness case for classificationStandards and guidelinesClassification challenges

7. Security and ControlCollaboration vs ControlECM and Compliance Technology/Functionality

8. Process and AutomationBasic concepts and constructsBenefits and challengesMethods and toolsThe user interface

9. FindabilityDefining findability Search overviewBasic search techniquesPresentation and interfacesFindability and security

10. Delivery and PresentationThe value of information deliveryBasic techniques and conceptsContent tools and challengesPresentation tools and opportunities

11. Trends and DirectionsIntegrated contentSuites and platformsAlternative deployment modelsContent 2.0User expectationsNew business models

ECM as a practice

Updated in 2009!

New ECM Specialist course

ECM as a project

Updated in 2009!

1. Business AssessmentIntro to MIKE2 and Phase 1Strategic MobilizationProgram CharterInformation Management AwarenessIntro to SAFE ArchitectureAnalysis TechniquesOrganizational QuickScan

2. Business Strategy and BlueprintStrategic Business RequirementsBusiness Blueprint CompletionProgramme Review

3. Technology AssessmentPhase 2: technology assessmentRequirementsTechnical architectureRFP ProcessTechnology Blueprint Completion

4. GovernanceThe MIKE2 governance modelThe Information Governance Framework (IGF)Building the enterprise information governance documentLocalized governanceGovernance of CM instruments

5. RoadmapPhase 3: roadmap and foundation activitiesRoadmap overviewProject and deployment planDetailed business requirements 

6. Foundation ActivitiesPhase 3: Foundation ActivitiesSoftware Development ReadinessEnterprise Information ArchitectureTaxonomy DesignMetadata DevelopmentSolution Architecture Def/RevisionPrototype the Solution Architecture

7. DesignPhase 4: designUser Support & Procedures designSecurity DesignInfrastructure Mngt Process DesignUser Collaboration Conceptual DesignUser Interface Design 

8. Develop, Test and TrainPhase 5: Develop, Test, TrainUser Support & Operational Procedure GuidesTechnology Backplane DevelopmentTesting & Training in Action

9. Deploy, Operate and CloseoutPhase 5: Deploy, Operate, CloseoutProduction DeploymentEvaluation and LaunchImprove and Closeout

10. Change ManagementIdentifying and involving usersChange readinessBest practices for implementing changeManage user expectations and needsIncentive strategies

ECM as a project

Updated in 2009!

AIIM ERM Certificate Program

ERMERMStrategyStrategy

ERMERMConceptsConcepts

ERMERMProcessProcess

ERMERMCaseCase

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

New ERM Practitioner course

ERM as a practice

Updated in 2009!

1. Introduction to ERMIntroduction to ERMTerminologyKey ERM conceptsRecords management principles

2. Creating and capturing recordsTypes of recordsDetermining what to captureApproaches to captureCapturing and managing physical records

3. MetadataMetadata concepts and standardsMetadata sourcesApplying metadata to recordsAutomated metadata collection

4. Introduction to classificationIntroduction to classificationClassification conceptsClassification approachesClassification categories

5. Developing classification toolsThe records inventoryDeveloping a classification schemeDeveloping a file planDeveloping a retention schedule

6. Classifying recordsHow to classify recordsAuto categorisationTagging and folksonomies

7. Search, retrieval and presentationSearch and retrieval conceptsPresentation and renditionAnnotation and redaction

8. Controls and securityGovernance and instrumentsSecurity and access controlsAudit TrailsEncryption and digital rights management (DRM)

9. Retention and dispositionRetention and dispositionExporting and transferring recordsDestruction of recordsPost-disposition considerations

10. Records management technologiesManaging records without and ERMSTechnology optionsImplementation modelsSoftware certifications

11. Electronic records storageStorage conceptsStorage technologiesSelecting the appropriate storage technology

12. Digital preservationPreservation principlesRisk factors and issuesApproachesThe migration plan

ERM as a practice

Updated in 2009!

New ERM Specialist course

Source: ISO15489-2

ERM as a project

Updated in 2009!

1. Preliminary InvestigationIntroduction to ERM implementationDefine the scope of the programmeKey stakeholdersThe programme charter

2. Business AnalysisThe business assessmentThe technology assessmentThe program roadmap

3. Business CaseIntroduction to the business caseElements of the business caseBenefits of the ERM programmeHow to develop the business case

4. RequirementsIntroduction to requirementsDefining requirementsRequirements for an ERM system

5. GovernanceThe governance frameworkRoles and toolsStandards and auditsThe policy development framework

6. Designing The Records SystemProcess designTechnology designSupport design

7. ImplementationThe model office and pilotImplementation and rolloutChange management

8. Post-ImplementationGo-live and project closureBenefits realizationContinuous improvement

9. Discovery And DisclosureDiscovery and disclosureReview of case law and issuesElectronic discovery reference modelThe discovery plan

10. Enterprise ERMERM in the enterpriseTrans-jurisdictional ERMERM and enterprise IT

11. Emerging Issues in ERMEmail and ERMERM and mobile devicesRecords management 2.0

ERM as a project

Updated in 2009!

Learning Model

Standards and best practices

The courses use and refer to standards when possible including benefits and disadvantages

24-7 course access for 6 months

Online courses & resources

Online exam

Feedback from attendees… "The class was truly the best training class I have ever

taken!", Attendee from Chicago, IL

"I have been working towards my Project Management Professional certification and I see the AIIM Master programs as being just as vital to our industry as the PMP are to project management now." Attendee from Jacksonville, FL

"I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth." Attendee from Tumwater, WA

"Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development." Attendee from London, UK

Don’t be left behind… Join the AIIM community of experts by

becoming an AIIM Practitioner, Specialist or Master Understand market trends and available

technologies Identify and demonstrate the business

benefits of starting new projects Ensure progress by linking business

strategy with a new vision and ways of working

Understand global best practices for managing information infrastructure

Be recognized as an industry expert by being an AIIM Practitioner, Specialist or Master!

NEW: AIIM Essentials

The new AIIM Essentials programs are short online courses that are focused on very specific topics applicable to any organization, and are a perfect complement to the AIIM Certificate offerings Web Content Management Technologies Evaluating SharePoint Evaluating SharePoint for Enterprise Deployment Digital Asset Management Technologies Electronic Discovery Web Analytics Technology Imaging and Recognition Enterprise Portal Technology PDF/A

Questions?

Email: training@aiim.orgWeb: www.aiim.org/training