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									AIIM Training – value for you?

Atle Skjekkeland, ECMs

Vice President, AIIM


     Learn the Why, What and How…
 The AIIM Certificate Programs are
  designed from global best           Don't get left behind, -
  practices among our 65,000 strong   join the AIIM community
  community                           of experts by becoming
                                      an AIIM Practitioner,
 Skill sets and best practices are   Specialist or Master.
  identified by Education Advisory
  Groups in North America and

 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                                  Hyland Software
Albistur Consulting                        IBM
Barclays Capital                           Inforesight Limited
Bill and Vieve Gore School of              JPMorgan Chase
Business, Westminster College              Kodak
BP                                         Marion County Health Dept.
CCRM Associates                            Objective Corporation
Chevron Phillips Chemical Company          Oracle
CIA                                        Ordina
Crown Partners                             Ricoh
Doculabs                                   Royal Mail Group
Fujitsu                                    Shell
Gambro                                     SpringCM
Gartner                                    Sunoco
Gimmal Group                               The National Archives of United Kingdom
GlaxoSmithKline                            The South Financial Group
Harris Corporation                         US Courts
Hartman Communicatie                       US Department of Treasury
Health First                               ZyLAB
AIIM Certificate Programs
    Status after 3,5 years…
10,200+ attendees                AIIM Practitioner,
                                 Specialist and Master
15,000+ courses delivered        are now recognized
Partners across the world        designations

Job posting by Oracle Germany;

                                         18%   4%
      Sample of Program Students
•ABBYY                              •HP                      •Philip Morris USA
•Accenture                          •Hyland Software Inc.    •Price Waterhouse Coopers
•AstraZeneca Pharmaceuticals        •IBM                     •Progressive Insurance
•Bank of America                    •IKON Office Solutions   •Ricoh
•Boeing Company                     •Kimberly-Clark          •Shell Oil Products US
•Booz Allen Hamilton                •Kodak                   •US Army Corps of Engineers
•Bureau of Engraving and Printing   •Lexmark I               •Department of Transportations
•Canon                              •Liberty Mutual          •US Department of Treasury
•Chevron                            Insurance                •US Environmental Protection
•CIGNA Healthcare                   •Lockheed-Martin         Agency
•Deloitte                           •Microsoft Corporation   •US Mint
•Eli Lilly and Company              •Petro-Canada            •USAA
•Fannie Mae                         •Pfizer                  •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
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

                    “Fujitsu chose the AIIM                       “The AIIM ECM training course provides
                     ECM Certificate                               an extremely comprehensive platform
                     Training Program to                           related to the enterprise content
                     empower our partners                          management industry and the
                     with the tools and                            technologies that support and drive it.
                     strategies to help                            The materials are thorough, up-to-date
                     companies world-wide                          and well presented. I would
                     achieve successful                            recommend the course to both
                     ECM implementations.”                         vendors and customers of ECM
                     Pamela Doyle, Director,                       solutions.”
                     Fujitsu Imaging                               John Opdycke, Vice President of
                     Products Group                                Marketing, Hyland Software
  ECM Certificate Program
  Why?                   What?      How?               Use?

  ECM                    ECM         ECM                   ECM
  Strategy               Concepts    Process               Case

The Practitioner and Specialist                The Strategy and Master
programs are available as both                 programs are only available
online and classroom courses                   as classroom courses
                                                       ECM as a practice

New ECM Practitioner course
                                                           Tools and
                                                           Using the right tools is vital
                                                           to the design’s

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

         Building a sustainable ECM environment requires                Updated
         strong foundation with a good understanding of
         the technologies and architectural design.                      in 2009!
                                                                                  ECM as a practice

1. Introduction to ECM                 2. Technologies and Functionality   3. Information Architecture
Defining data, information, content,   Key ECM technologies and benefits   Defining and positioning information
records                                Specialized instances of ECM        architecture (IA)
What is ECM?                                                               Role of ECM in an IA
Business value of content                                                  Conceptual components of ECM
Technology of ECM

4. Capture                             5. Metadata                         6. Taxonomies
On-ramps of content                    Defining metadata concepts          Defining taxonomies and classification
Strategy                               Business values of metadata         Subject-based classification
Stages of capture                      Challenges of metadata              Business case for classification
Best practices for capture             Creation and collection             Standards and guidelines
                                       Schema design                       Classification challenges
                                       Role of Standards
7. Security and Control                8. Process and Automation           9. Findability
Collaboration vs Control               Basic concepts and constructs       Defining findability
ECM and Compliance                     Benefits and challenges             Search overview
Technology/Functionality               Methods and tools                   Basic search techniques
                                       The user interface                  Presentation and interfaces
                                                                           Findability and security

10. Delivery and Presentation          11. Trends and Directions
The value of information delivery      Integrated content
Basic techniques and concepts          Suites and platforms
Content tools and challenges           Alternative deployment models
Presentation tools and opportunities   Content 2.0                                             Updated
                                       User expectations
                                       New business models                                      in 2009!
                        ECM as a project

New ECM Specialist course

                               in 2009!
                                                                                       ECM as a project

1. Business Assessment                 2. Business Strategy and Blueprint     3. Technology Assessment
Intro to MIKE2 and Phase 1             Strategic Business Requirements        Phase 2: technology assessment
Strategic Mobilization                 Business Blueprint Completion          Requirements
Program Charter                        Programme Review                       Technical architecture
Information Management Awareness                                              RFP Process
Intro to SAFE Architecture                                                    Technology Blueprint Completion
Analysis Techniques
Organizational QuickScan
4. Governance                          5. Roadmap                             6. Foundation Activities
The MIKE2 governance model             Phase 3: roadmap and foundation        Phase 3: Foundation Activities
The Information Governance             activities                             Software Development Readiness
Framework (IGF)                        Roadmap overview                       Enterprise Information Architecture
Building the enterprise information    Project and deployment plan            Taxonomy Design
governance document                    Detailed business requirements         Metadata Development
Localized governance                                                          Solution Architecture Def/Revision
Governance of CM instruments                                                  Prototype the Solution Architecture
7. Design                              8. Develop, Test and Train             9. Deploy, Operate and Closeout
Phase 4: design                        Phase 5: Develop, Test, Train          Phase 5: Deploy, Operate, Closeout
User Support & Procedures design       User Support & Operational Procedure   Production Deployment
Security Design                        Guides                                 Evaluation and Launch
Infrastructure Mngt Process Design     Technology Backplane Development       Improve and Closeout
User Collaboration Conceptual Design   Testing & Training in Action
User Interface Design
10. Change Management
Identifying and involving users
Change readiness
Best practices for implementing                                                                   Updated
Manage user expectations and needs
                                                                                                   in 2009!
Incentive strategies
  AIIM ERM Certificate Program
Why?                  What?       How?              Use?

ERM                   ERM          ERM                  ERM
Strategy              Concepts     Process              Case

The Practitioner and Specialist              The Strategy and Master
programs are available as both               programs are only available
online and classroom courses                 as classroom courses
                       ERM as a practice

New ERM Practitioner course
                               in 2009!
                                                                                     ERM as a practice

1. Introduction to ERM                  2. Creating and capturing records    3. Metadata
Introduction to ERM                     Types of records                     Metadata concepts and standards
Terminology                             Determining what to capture          Metadata sources
Key ERM concepts                        Approaches to capture                Applying metadata to records
Records management principles           Capturing and managing physical      Automated metadata collection

4. Introduction to classification       5. Developing classification tools   6. Classifying records
Introduction to classification          The records inventory                How to classify records
Classification concepts                 Developing a classification scheme   Auto categorisation
Classification approaches               Developing a file plan               Tagging and folksonomies
Classification categories               Developing a retention schedule

7. Search, retrieval and presentation   8. Controls and security             9. Retention and disposition
Search and retrieval concepts           Governance and instruments           Retention and disposition
Presentation and rendition              Security and access controls         Exporting and transferring records
Annotation and redaction                Audit Trails                         Destruction of records
                                        Encryption and digital rights        Post-disposition considerations
                                        management (DRM)

10. Records management                  11. Electronic records storage       12. Digital preservation
technologies                            Storage concepts                     Preservation principles
Managing records without and ERMS       Storage technologies                 Risk factors and issues
Technology options                      Selecting the appropriate storage    Approaches
Implementation models                   technology                           The migration plan Updated
Software certifications
                                                                                                   in 2009!
                               ERM as a project

New ERM Specialist course

          Source: ISO15489-2          in 2009!
                                                                             ERM as a project

1. Preliminary Investigation     2. Business Analysis               3. Business Case
Introduction to ERM              The business assessment            Introduction to the business case
implementation                   The technology assessment          Elements of the business case
Define the scope of the          The program roadmap                Benefits of the ERM programme
programme                                                           How to develop the business case
Key stakeholders
The programme charter

4. Requirements                  5. Governance                      6. Designing The Records System
Introduction to requirements     The governance framework           Process design
Defining requirements            Roles and tools                    Technology design
Requirements for an ERM system   Standards and audits               Support design
                                 The policy development framework

7. Implementation                8. Post-Implementation             9. Discovery And Disclosure
The model office and pilot       Go-live and project closure        Discovery and disclosure
Implementation and rollout       Benefits realization               Review of case law and issues
Change management                Continuous improvement             Electronic discovery reference
                                                                    The discovery plan

10. Enterprise ERM               11. Emerging Issues in ERM
ERM in the enterprise            Email and ERM
Trans-jurisdictional ERM         ERM and mobile devices                                Updated
ERM and enterprise IT            Records management 2.0
                                                                                        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
    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
   Identify and demonstrate the business
    benefits of starting new projects
   Ensure progress by linking business
    strategy with a new vision and ways of
   Understand global best practices for
    managing information infrastructure
   Be recognized as an industry expert by
    being an AIIM Practitioner, Specialist or
  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


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