Effective Documentation (EDMS)

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Effective Documentation (EDMS)

Introduction:

This comprehensive 5-day course provides in-depth knowledge and practical skills for implementing and managing an effective Electronic Document Management System (EDMS). Participants will learn about the strategic importance of EDMS, the evaluation and selection of appropriate platforms, change management strategies, system architecture, and implementation best practices across various industries.

Course Objectives and Outcomes:    

  • Understand the strategic benefits of EDMS implementation
  • Evaluate and select the optimal EDMS platform for specific organizational needs
  • Develop a comprehensive change management plan for EDMS adoption
  • Design and implement effective EDMS architecture
  • Ensure successful EDMS adoption and user engagement
  • Apply EDMS to specific industry verticals (construction, business, healthcare)
  • Integrate EDMS with other business systems and processes
  • Utilize EDMS for business intelligence and decision-making

Course Content:

Day 1: Introduction to EDMS and Strategic Benefits

  • Understanding the concept of EDMS and its importance
  • Benefits of EDMS for organizations (efficiency, compliance, collaboration)
  • Assessing the current state of document management
  • Defining the scope and objectives of EDMS implementation
  • Case studies of successful EDMS implementations

Day 2: EDMS Platform Evaluation and Selection

  • Key features and functionalities of EDMS platforms
  • Vendor evaluation and selection criteria
  • Cost-benefit analysis of EDMS solutions
  • Security and compliance considerations
  • Integration capabilities with existing systems

Day 3: Change Management and Implementation Planning

  • Importance of change management in EDMS implementation
  • Developing a change management strategy
  • Identifying stakeholders and building support
  • Communication plan for EDMS implementation
  • Project planning and management for EDMS rollout

Day 4: EDMS Architecture and Implementation

  • Designing the EDMS architecture (metadata, workflows, security)
  • Data migration and conversion
  • System configuration and customization
  • User training and support
  • Knowledge management and content creation

Day 5: Advanced EDMS Topics and Best Practices

  • EDMS for specific industries (construction, business, healthcare)
  • Integration with business processes and systems
  • Business intelligence and reporting with EDMS
  • Document retention and disposal policies
  • Continuous improvement and optimization of EDMS

Who Should Attend:

  • Information Managers
  • Software Implementation Specialists
  • Document Controllers
  • Implementation Consultants
  • Implementation Leads
  • Document Control Managers
  • Project Managers for Software Implementations
  • Change Managers
  • System Administrators