Digitalization and Electronic Archiving
- Digitalization and electronic archiving project managers
- Consultants, security managers, IT coordinators, jurists and archivists asked to manage digitalization and electronic archiving projects
- Data governance managers, risk management coordinators
- Anyone who wishes to gain a better understanding of the issues involved in the digitalization of business processes and conserving digital data, or digital transformation in general, including:
- Expert advisors in information technology
- Information security officers
- Information security managers
- All IT professionals
- CTOs, CIOs and CISOs
Any document management project, whether for a public or private archive, needs to incorporate digitalization as an essential instrument to achieve an effective and secure electronic file management system. Digitalization and Electronic Archiving as a discipline, addresses the issues and trends in document and records keeping in the digital age. This involves digital curation, web archiving, personal information management and managing records in digital repositories. Hence, it covers the essential elements to know to tackle a project of digitalization and archiving of digital data, in particular, security techniques, the risks and the legal and regulatory issues of such a project, without forgetting the contractual and insurance aspects.
This course provides all the critical knowledge required to approach, understand, manage and successfully carry out a digitalization and retention/archiving project, including security, search and risk analysis techniques and the identification of legal, regulatory, contractual and insurance issues. A set of methodological tools is included in the themes covered, to effectively digitize any process and choose the appropriate solution without getting into the details of the related technologies. Finally, the course offers some food for thought on the changes in store for digital data and the new technologies to consider for establishing true data governance.
- Define the purpose behind document control and identify the goals for the document control processes and/or systems
- Define the purpose behind their records management program and identify deliverable goals for the organization
- Discover how to recognize both internal and external rules relating to document control and follow them in order to provide low risk and compliant processes
- Discover how to recognize risks and information management issues within the organization and understand how to bridge the gaps to provide low risk and compliant processes
- Develop different methods and processes using new and existing technology for managing document control data and information to help with change and understanding of the new ways of working
- Deliver document control and records management through education and learning among colleagues in order to achieve their organizations’ goals
- Document Control Introduction and Definition – Purpose and goals
- San Bruno case study
- Definition of document control
- Document control in different types of organizations
- The reasons you need to control documents
- The goals you have for your document control process
- Document Control Discovery – Risks and Rules
- The types of documents you control
- Documents coming from vendors and suppliers
- Rules, regulations, and risks
- Standards and specifications
- Document Control Development – Processes, Policies and Retention
- Processes and systems to control documents
- Managing conflict with enterprise business policies
- The length of time you need to keep documents, data and information
- Document Control Delivery – Educating for the Future
- Educating your co-workers and helping them understand
- document control
- Audit and compliance
- What the future holds
- Records Management Definition – Purpose and goals
- Definition of records management
- Where it fits within the information governance framework
- Enterprise goals for managing data and information
- Matching goals to purpose and business strategy
- Records Management Discovery – Risks and Rules
- What you have and why you have it
- How information is used in the organization
- Identifying the risks
- Records Management Development – Principles and Policies
- Managing digital data and information with paper records
- Creating the “dReaM” team to govern the records management processes
- Accessibility, availability, and retention of information
- Protection, security and sharing of information
- Records Management Delivery – People and Educating for the Future
- Accountability – working with the business units to deliver governance
- Compliance and audit
- Technology and what the future holds