DOCUMENT

MANAGEMENT,
SECURITY & RETENTION

MANAGEMENT
SERIES

02 - 03 SEPTEMBER 2015
KUALA LUMPUR
MALAYSIA
07 - 08 SEPTEMBER 2015
JAKARTA
INDONESIA

The Best Practices,

Laws & Regulations

SPECIAL TAK

EAWAY

e
Full of Cours
humb Drive Information
Th
AT
Reference &

COURSE OVERVIEW
Document Management, Security and Retention addresses the problems that all
organisations have:
- Too much information
- Too much cost to store and manage emails, documents and data
- Hard to find the right information when you need it
- Information is lost, misplaced, or stolen
- Staff resign or retire, taking vital knowledge with them

YO
YOUR
OUR INTERNATIONAL
INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng

Information is an essential asset for any organisation. Managed well, it increases

efficiency and quality and contributes directly to the bottom line. Information
managed badly is a risk.
This course will look at practical ways in document management, such as adding
the right metadata to your documents, filing them in structured systems, securing
them from loss, alteration or theft, and finding the right document when you need
it.
Upon completing this course, you will be able to:
Control access to documents, protect them from damage or loss, and
detect any breaches of your system
Label documents so that they can be found when they are needed
File documents safely and securely

Managing Director
Audata Ltd
David Bowen has worked with computers since 1967
and with large volumes of information since 1972.
After 24 years in chemical and pharmaceutical
research and information management, he built two
digital archives for a major pharmaceutical company,
and led the project to create their archives and
archive management software.
Since 1998, he has been a Director of Audata Ltd. He
has completed strategic and practical projects for
clients in government, international tribunals, charity,
finance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.

Decide when and how to destroy obsolete documents

Very well structured to cover vast area of
Records & Information Management,
Document Management & Archiving.
- Suresh Kumar Methil, Controller - Legal
Documentation, Dubai Aluminium (DUBAL)

Save significant costs in time and money

Latest TESTIMONIALS
highly
experienced,
David is high
ghly experienc
ed,
d llistened
istened to our staff and responded to our
comments and
The work
he has completed will make a
d requests. Th
kh
significant contribution to improving the Information Management
systems at Carlisle, and to advancing our continuous performance
improvement goals.
- Carlisle City Council
The trainer & the workshop were awesome!
- Freedom of Information Officer & Information Audit Project Manager
David has delivered a very effective training, suitably targeted for
different levels of user. His training and support has ensured the smooth
roll-out of our new system and has the potential to save significant staff
time and improve the efficiency of our business processes.
- Royal Parks Agency

Tel: +6016 3326 360

Fax: +603 9205 7788

kris@360bsigroup.com

Learnt new information on how to make

document management easy and time-saving.
- Aysha Mubarak Salem Duhair, Senior Officer Document Controller, Dubai Electricity and Water
Authority
I would like to thank the instructor for his
thorough review and materials presentation.
- Mohammed M. Al-Ajmi, Division Head, Samba
Financial Group
Trainer's experience in real world cases helped
a lot in explaining things and sharing best
practices.
- Siti Shafini Yusof, Senior Engineer - Information
Management, Teknik Janakuasa Sdn Bhd

COURSE
CONTENT

HOW THIS WORKSHOP WILL BE CONDUCTED

DAY1 DOCUMENT MANAGEMENT

DOCUMENT MANAGEMENT PRINCIPLES

Introduction
What are Data, Documents, Information and Records?
- How are they created? (Paper and electronic, digital)
What is Security for Information?
- How is it achieved?
Why do we keep documents and records?
- How do we keep them? (File plans, classifications, metadata)
Exercises & Group discussions

WHY THIS EVENT

This workshop will provide you with a solid and
comprehensive understanding of document
management. You will understand how to
manage your information by applying the
appropriate levels of security and access to your
documents.
The correct and timely data will improve your
organisations financial performance & allow you
to take full advantage of new business
opportunities.
At the end of the workshop you will leave with a
new set of practical tools to apply immediately
to your daily work.

DAY2 RECORDS & RETENTION

RECORDS MANAGEMENT, RETENTION & DISPOSAL, BIG

BUCKETS FOR RETENTION
Why should we dispose of documents and records?
- How do we achieve this? (Retention, disposal, sentencing)
Records Centres and Archives
- Discussion, differences, similarities (Automation, EDRMS)
Surveys and Audits what information do we have?
- How good is our quality?
Governance how does our organisation decide how to
manage its data, information, documents and records?
Personal action plans what will you do next?
Exercises & Group discussions

FACTS:
90% of business information still exists on paper
20% to 40% of workers time is wasted searching for documents
Of all the documents that get handled each day, 90% are shuffled
The average document gets copied 19 times
Companies spend $20.00 in labor to file a document, $120.00 in labor to find a
misfiled document, and $220.00 in labor to produce a lost document.
Professional spend 5-15% reading information, but up to 50% looking for it
18 minutes is the average search time for a document
7.5% of all documents get lost and 3.0% get misfiled
More than 70% of todays businesses would fail within 3 weeks if they suffered
a catastrophic loss of paper-based records due to fire or floods
Every 12 filing cabinets require an additional employee to maintain
Each 4 drawer file cabinet takes up to 9 sq ft of floor space and costs $1,500 / yr
Each 100 documents/day = $39,000/year to file/retrieve
Source: Coopers & Lybrand, 1998

WHO SHOULD ATTEND

CEOs, CFOs, CIOs, COOs
Company Secretaries, Legal officers
Finance and HR managers
Information and Knowledge officers
Document controllers
Quality and Risk managers
Staff responsible for administering or managing
documents, filing & information processes
Staff responsible for documents in Case-related
or Project-related organisations
Suitable for participants from Banking, Finance,
Insurance, Chemicals, Pharmaceuticals,
Engineering, Oil and Gas, Energy, Logistics &
Government Sectors

COURSE SCHEDULE
C
8
8.00
8.30
8
10.00 - 10.15
1
12.00 - 13.00
1
14.30 - 14.45
1
16.00
1

Registration & Coffee/Tea

Workshop commences
Morning coffee/tea
Lunch
Afternoon coffee/tea
End of day
2

DOCUMENT
MANAGEMENT,
SECURITY &
RETENTION

REGISTRATION FORM
Fax: +603 9205 7788
Tel: +603 9205 7772

02 - 03 SEPTEMBER 2015
KUALA LUMPUR

Mobile: +6016 3326 360

07 - 08 SEPTEMBER 2015
JAKARTA

Email: kris@360bsigroup.com

DELEGATES
1

Name

IN-HOUSE TRAINING

360 BSI is passionate about providing strategic technical

programs and high potential training solutions across the
region to build personal competencies and organizational
capability.

Name on tag :
Job Title :

Email

Mobile

Name

You will receive practical training from a professionally

qualified educator with over twenty years of teaching and
training experience.
Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staff. Other
topics may be available upon request.

Name on tag :

OTHER PUBLIC COURSES

Job Title :

Email

Mobile

Name

IT Governance & Leadership

Root Cause Analysis (RCA)
Serious Incident Prevention
Professional Proposal & Report Writing
Managing Stress for Workplace Effectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills

Name on tag :
Job Title :
Email

Mobile

Hotel Contact Details:

For Room Reservation, contact us for 360BSI corporate rates.
Grand Millennium Kuala Lumpur
160 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia
Tel: +60 3 2117 4899 Fax: +60 3 2142 1441

AUTHORIZATION

(This form is invalid without a signature)

Name

Job Title

Email

Tel :

General Information:
1
2
3
4
5

Cancellations/Substitutions

Organization :

Substitutions are welcome at any time. Please notify us at

least 2 working days prior to the event. All cancellations will
carry a 10% cancellation fee, once a registration form is
received. All cancellations must be in writing by fax or email
at least 2 weeks before the event date. Cancellations with
less than 2 weeks prior to the event date carry a 100% liability.
However, course materials will still be couriered to you.

Address :

Signature :

FEES

Date:

(please tick as appropriate)

KUALA LUMPUR, MALAYSIA: 02 - 03 SEPTEMBER 2015

JAKARTA, INDONESIA: 07 - 08 SEPTEMBER 2015

USD 1,995 per delegate

USD 4,995 - Special for Group of 3
USD 7,500 - Special for Group of 5
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.

* Save up to 50% for In-house Training program

Registrations close ONE (1) week before the training dates.

The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual

Thank you for your registration!

PAYMENT DETAILS
Payment is required within 5 days upon receipt of
the invoice.
Bank transfer:
360 BSI MIDDLE EAST LIMITED
Abu Dhabi Commercial Bank
Dubai Mall Branch, P.O.Box 49124 Dubai, U.A.E
Account No: 10065721319001
Swift No: ADCBAEAAXXX
IBAN No: AE780030010065721319001

All payments must be received prior to the event date

360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

www.360bsi.com

360 BSI Training Calendar 2015

Event Code

Type

KK-MN-KL-125/126

IT

SV-SS-DUB-96
KK-TE-DUB-43

Safety
General

SV-SS-DUB-97

Safety

KK-TE-SIN-44
KK-MN-KL-127
KK-TE-KL-41
KK-MN-JAK-128
KK-TE-JAK-42
KK-TE-DUB-45

General
IT
General
IT
General
General

SV-FI-DUB-9/10

Finance

Fraud Control & COSO 2013 Framework: Improving

13 - 16 Sept 2015
Internal Controls and Organizational Effectiveness

SV-MN-DUB-131
KK-MN-KL-117/118

HR
General

13 - 15 Sept 2015
19 - 22 Oct 2015

Dubai
Kuala Lumpur

19 - 22 Oct 2015

Kuala Lumpur

25 - 28 Oct 2015

Dubai

25 - 28 Oct 2015

Dubai

08 - 11 Nov 2015

Dubai

08 - 10 Nov 2015
08 - 10 Nov 2015
08 - 10 Nov 2015
11 - 12 Nov 2015

Dubai
Dubai
Dubai
Dubai

KK-MN-KL-119/120
KK-MN-DUB-121/122
KK-MN-DUB-123/124
KK-MN-DUB-129
KK-MN-DUB-131
SV-MN-DUB-132
SV-SS-DUB-98
SV-SS-DUB-99

COURSE TITLE
Document & Information Management, Security,
Retention & Archiving
Visible Safety Leadership
Effective Technical Report Writing
Quality, Behavior & the Bottom Line: The Human
Side of Quality Improvement
Effective Technical Report Writing
Document Management, Security & Retention
Effective Technical Report Writing
Document Management, Security & Retention
Effective Technical Report Writing
Effective Technical Report Writing

Effective Performance Management

Negotiating Sales Success & Customer Loyalty
Effective Communication, Presentation Skills &
General
Report Writing
Negotiating Sales Success & Customer Loyalty
General
Effective Communication, Presentation Skills &
General
Report Writing
Document & Information Management, Security,
IT
Retention & Archiving
Management Green Supply Chain Management
Preventing Workplace Bullying
HR
BBS: Safety & Leadership
Safety
Root Cause Analysis
Safety

SV-FI-KL-11/12

Finance

KK-MN-SIN-130

IT

SV-SS-DUB-100
SV-SS-DUB-101

Safety
Safety

DATE - 2015
08 - 11 June 2015

Kuala Lumpur

14 - 15 June 2015
14 - 15 June 2015

Dubai
Dubai

16 - 17 June 2015

Dubai

15 - 16 July 2015
02 - 03 Sept 2015
02 - 03 Sept 2015
07 - 08 Sept 2015
07 - 08 Sept 2015
13 - 14 Sept 2015

Singapore
Kuala Lumpur
Kuala Lumpur
Jakarta
Jakarta
Dubai

Fraud Control & COSO 2013 Framework: Improving 30 Nov - 01 Dec

Internal Controls and Organizational Effectiveness 2015
Document & Information Management, Security,
Retention & Archiving
BBS: Safety & Leadership

Root Cause Analysis

VENUE

Dubai

Kuala Lumpur

06 - 09 Dec 2015

Singapore

06 - 08 Dec 2015
09 - 10 Dec 2015

Singapore
Singapore

Contact Kris at kris@360bsi.com to register or for further details. Tel: +60 16 3326 360