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

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

AIIM Education Advisory Group

Learning objectives are defined by the AIIM Education Advisory Group
Accenture Albistur Consulting Barclays Capital Bill and Vieve Gore School of Business, Westminster College BP CCRM Associates Chevron Phillips Chemical Company CIA Crown Partners Doculabs Fujitsu Gambro Gartner Gimmal Group GlaxoSmithKline Harris Corporation Hartman Communicatie Health First Hewlett-Packard Hyland Software IBM Inforesight Limited JPMorgan Chase Kodak Marion County Health Dept. Objective Corporation Oracle Ordina Ricoh Royal Mail Group Shell SpringCM Sunoco The National Archives of United Kingdom The South Financial Group US Courts US Department of Treasury ZyLAB

AIIM Certificate Programs

Status after 3,5 years

10,200+ attendees 15,000+ courses delivered Partners across the world
Job posting by Oracle Germany;

AIIM Practitioner, Specialist and Master are now recognized designations




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

AIIMs 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. AIIMs 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

In todays 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 informationeasy 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 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

ECM Certificate Program

Why? What? How?


ECM Strategy

ECM Concepts

ECM Process

ECM Case

The Practitioner and Specialist programs are available as both online and classroom courses

The Strategy and Master programs are only available as classroom courses

ECM as a practice

New ECM Practitioner course

Tools and Instruments Futures
Using the right tools is vital to the designs construction.

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


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

Updated in 2009!

ECM as a practice
1. Introduction to ECM Defining data, information, content, records What is ECM? Business value of content Technology of ECM 4. Capture On-ramps of content Strategy Stages of capture Best practices for capture 2. Technologies and Functionality Key ECM technologies and benefits Specialized instances of ECM 3. Information Architecture Defining and positioning information architecture (IA) Role of ECM in an IA Conceptual components of ECM

5. Metadata Defining metadata concepts Business values of metadata Challenges of metadata Creation and collection Schema design Role of Standards 8. Process and Automation Basic concepts and constructs Benefits and challenges Methods and tools The user interface

6. Taxonomies Defining taxonomies and classification Subject-based classification Business case for classification Standards and guidelines Classification challenges 9. Findability Defining findability Search overview Basic search techniques Presentation and interfaces Findability and security

7. Security and Control Collaboration vs Control ECM and Compliance Technology/Functionality

10. Delivery and Presentation The value of information delivery Basic techniques and concepts Content tools and challenges Presentation tools and opportunities

11. Trends and Directions Integrated content Suites and platforms Alternative deployment models Content 2.0 User expectations New business models

Updated in 2009!

ECM as a project

New ECM Specialist course

Updated in 2009!

ECM as a project
1. Business Assessment Intro to MIKE2 and Phase 1 Strategic Mobilization Program Charter Information Management Awareness Intro to SAFE Architecture Analysis Techniques Organizational QuickScan 4. Governance The MIKE2 governance model The Information Governance Framework (IGF) Building the enterprise information governance document Localized governance Governance of CM instruments 7. Design Phase 4: design User Support & Procedures design Security Design Infrastructure Mngt Process Design User Collaboration Conceptual Design User Interface Design 10. Change Management Identifying and involving users Change readiness Best practices for implementing change Manage user expectations and needs Incentive strategies 2. Business Strategy and Blueprint Strategic Business Requirements Business Blueprint Completion Programme Review 3. Technology Assessment Phase 2: technology assessment Requirements Technical architecture RFP Process Technology Blueprint Completion

5. Roadmap Phase 3: roadmap and foundation activities Roadmap overview Project and deployment plan Detailed business requirements

6. Foundation Activities Phase 3: Foundation Activities Software Development Readiness Enterprise Information Architecture Taxonomy Design Metadata Development Solution Architecture Def/Revision Prototype the Solution Architecture 9. Deploy, Operate and Closeout Phase 5: Deploy, Operate, Closeout Production Deployment Evaluation and Launch Improve and Closeout

8. Develop, Test and Train Phase 5: Develop, Test, Train User Support & Operational Procedure Guides Technology Backplane Development Testing & Training in Action

Updated in 2009!

AIIM ERM Certificate Program

Why? What?



ERM Strategy

ERM Concepts

ERM Process

ERM Case

The Practitioner and Specialist programs are available as both online and classroom courses

The Strategy and Master programs are only available as classroom courses

ERM as a practice

New ERM Practitioner course

Updated in 2009!

ERM as a practice
1. Introduction to ERM Introduction to ERM Terminology Key ERM concepts Records management principles 2. Creating and capturing records Types of records Determining what to capture Approaches to capture Capturing and managing physical records 5. Developing classification tools The records inventory Developing a classification scheme Developing a file plan Developing a retention schedule 3. Metadata Metadata concepts and standards Metadata sources Applying metadata to records Automated metadata collection

4. Introduction to classification Introduction to classification Classification concepts Classification approaches Classification categories

6. Classifying records How to classify records Auto categorisation Tagging and folksonomies

7. Search, retrieval and presentation Search and retrieval concepts Presentation and rendition Annotation and redaction

8. Controls and security Governance and instruments Security and access controls Audit Trails Encryption and digital rights management (DRM)

9. Retention and disposition Retention and disposition Exporting and transferring records Destruction of records Post-disposition considerations

10. Records management technologies Managing records without and ERMS Technology options Implementation models Software certifications

11. Electronic records storage Storage concepts Storage technologies Selecting the appropriate storage technology

12. Digital preservation Preservation principles Risk factors and issues Approaches The migration plan Updated

in 2009!

ERM as a project

New ERM Specialist course

Source: ISO15489-2

Updated in 2009!

ERM as a project
1. Preliminary Investigation Introduction to ERM implementation Define the scope of the programme Key stakeholders The programme charter 4. Requirements Introduction to requirements Defining requirements Requirements for an ERM system 2. Business Analysis The business assessment The technology assessment The program roadmap 3. Business Case Introduction to the business case Elements of the business case Benefits of the ERM programme How to develop the business case

5. Governance The governance framework Roles and tools Standards and audits The policy development framework

6. Designing The Records System Process design Technology design Support design

7. Implementation The model office and pilot Implementation and rollout Change management

8. Post-Implementation Go-live and project closure Benefits realization Continuous improvement

9. Discovery And Disclosure Discovery and disclosure Review of case law and issues Electronic discovery reference model The discovery plan

10. Enterprise ERM ERM in the enterprise Trans-jurisdictional ERM ERM and enterprise IT

11. Emerging Issues in ERM Email and ERM ERM and mobile devices Records management 2.0

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!", "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." "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." "Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development."
Attendee from London, UK Attendee from Tumwater, WA Attendee from Jacksonville, FL Attendee from Chicago, IL

Dont 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


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