Electronic Document and Records Management Systems (EDRMS) are essential for organizations seeking to manage information efficiently, securely, and in compliance with regulatory requirements. These systems provide a structured framework for capturing, classifying, storing, retrieving, and disposing of documents and records throughout their lifecycle. This program delivers a comprehensive understanding of EDRMS, from governance and compliance to technology integration and performance enhancement, enabling organizations to optimize their information management processes.
• Understand the core concepts, functions, and scope of EDRMS.
• Differentiate between documents and records, and apply appropriate management methods.
• Develop governance structures, policies, and retention schedules to ensure compliance.
• Apply international standards and best practices for EDRMS implementation.
• Integrate EDRMS with other enterprise systems to improve information accessibility.
• Records Managers.
• Document Controllers.
• Information Governance Officers.
• IT and Systems Administrators.
• Compliance and Quality Assurance Managers.
• Department Heads responsible for information management.
Definition, scope, and objectives of EDRMS.
Differences between documents and records in the organizational context.
Key features and components of an effective EDRMS.
Benefits of adopting EDRMS for operational efficiency.
Common challenges and barriers to implementation.
Establishing EDRMS governance frameworks.
Developing policies and standard operating procedures.
Compliance with international standards (ISO 15489, ISO 16175).
Designing and implementing retention schedules.
Legal and regulatory considerations in records management.
Role of metadata in document and records management.
Designing metadata frameworks for retrieval and compliance.
Creating and managing classification schemes (file plans).
Linking classification to retention schedules.
Applying taxonomies for efficient information organization.
Core technical components and architecture of EDRMS.
Security controls and user access management.
Integration with enterprise systems (ERP, CRM, etc.).
Workflow automation and process optimization.
Data backup, recovery, and disaster preparedness.
Planning phased EDRMS implementation.
Stakeholder engagement and communication strategies.
Training programs to ensure user adoption.
Change management for cultural and operational shifts.
Monitoring, evaluation, and continuous improvement measures.