Course Overview
This comprehensive 5-day training program equips professionals with the skills to implement, manage, and optimize modern Document & Data Management Systems (DDMS) in corporate environments. Participants will learn best practices for digital transformation, compliance with international standards (ISO 15489, ISO 30301), and integration with enterprise systems. The course covers electronic records management, metadata strategies, workflow automation, and AI-powered document processing through hands-on exercises with leading DDMS platforms.
Course Objectives
By completing this course, participants will be able to:
- Design document control frameworks aligned with ISO standards
- Implement metadata schemas and taxonomy structures
- Configure version control and approval workflows
- Apply retention policies and legal hold procedures
- Integrate DDMS with ERP, CRM, and ECM systems
- Utilize AI/ML for document classification and data extraction
- Ensure cybersecurity and access control compliance
- Conduct system migrations from paper/legacy systems
Who Should Attend
This course is essential for:
- Document Control Managers
- Records Management Officers
- Information Governance Specialists
- Data Quality Analysts
- Compliance & Risk Managers
- IT System Administrators
- Digital Transformation Leads
Course Outlines (Module-Wise)
Module 1: Foundations of DDMS
- Evolution from paper to digital records management
- Key standards: ISO 15489, ISO 30301, MoReq2010
- Components of modern DDMS architecture
- ROI calculation for digital documentation
Module 2: System Implementation
- Requirements gathering for DDMS selection
- Metadata framework design (Dublin Core, custom schemas)
- Document classification and indexing strategies
- Migration methodologies (big bang vs. phased)
Module 3: Workflow Automation
- Designing approval workflows and routing rules
- Electronic signatures (eIDAS, FDA 21 CFR Part 11 compliance)
- Integration with Microsoft 365, SharePoint, OpenText
- Robotic Process Automation (RPA) for document processing
Module 4: Compliance & Security
- Records retention schedules development
- GDPR/CCPA compliance for personal data in documents
- Role-Based Access Control (RBAC) implementation
- Audit trail configuration and eDiscovery readiness
Module 5: Advanced Technologies
- AI-powered document processing (OCR, NLP, entity recognition)
- Blockchain for document authenticity verification
- Cloud vs. on-premise deployment considerations
- Digital preservation strategies for long-term archiving
Module 6: Hands-On Workshops
- Configuration lab with leading DDMS software
- Disaster recovery scenario simulation
- Cross-system integration exercise
- Compliance audit role-playing