Overview
Learn how to take control of your information
assets.
The new and improved ECM Certificate Program is designed
from global best practices among AIIM's 65,000 associate and professional
members.
AIIM introduced in early 2009 a new and improved ECM Certificate
Program that incorporates new and emerging best practices and technologies for
managing information assets. More than 50% of the content has been changed or
improved, and we strongly recommend previous attendees sign up for the updated
version to enhance their skills and strengthen their learning from the
previous course.
Learn:
- Enterprise strategies and technologies for managing content
- Technologies and solutions for DM, Imaging, ERM, WCM, Workflow, and
Collaboration
- Information governance structure and responsibilities
- Corporate instruments like taxonomies, metadata model, and security model
- Integration techniques and migration
- Implementation planning and execution according to the open methodology
MIKE2
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The course objectives and content is defined and reviewed by AIIM
Education Advisory Groups in the US and Europe, and these Education Advisory
Groups have subject matter experts from the following companies:
- @doc
- Accenture
- Albistur Consulting
- Barclays Capital
- Bill and Vieve Gore School of Business, Westminster College
- BP
- CCRM Associates
- Chevron Phillips Chemical Company
- CIA
- Crown Partners
- Doculabs
- Fujitsu
- Gambro
- Gartner
- Gimmal Group
- GlaxoSmithKline
- Harris Corporation
- Hartman Communicate
- Health First
|
- Hewlett Packard
- Hyland Software
- IBM
- Inforesight Limited
- JPMorgan Chase
- Kodak
- Marion County Health Department
- Objective Corporation
- Oracle
- Ricoh
- Royal Mail Group
- Shell
- SpringCM
- Sunoco
- The National Archives of the United Kingdom
- The South Financial Group
- US Courts
- US Department of Treasury
- Zylab
|
The course materials were developed in partnership with Information
Architected.
Course Descriptions
The Enterprise Content Management Certificate Program
(ECM) consists of a Strategy track, a Practitioner track, a Specialist
track, and a Master track.
The ECM Strategy onsite workshop is only
available on request to organizations that need to brief executives or users
about the expected benefits, steps and resources for implementing ECM.
The ECM Practitioner track covers
concepts and technologies for ECM, and is available as an online or classroom training
course leading to a Practitioner designation. It also incorporates the main
elements from the ECM Strategy track, and we recommend that you start with this
program or the 4 day Master track. Each online module within a program lasts
approximately 60 minutes.
The ECM Specialist track covers
global best practices for implementing ECM, and is available as an online or classroom
training course leading to a Specialist designation. It builds on the
Practitioner track, which is why we recommend you first take the Practitioner
course. Each online module within a program lasts approximately 60 minutes.
The ECM Master track provides you with a
thorough understanding of ECM, with the main elements from all of the above
training tracks, in addition to case study exercises. It is only available as a
classroom training course.
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The ECM Strategy workshop (Why ECM?)
(1 day executive awareness workshop)
The new and improved
ECM Strategy workshop provides you with the knowledge to gain ownership and
support by senior executives.
Learn:
- Introduction to ECM
- ECM technology components and functionality
- Business benefits of ECM
- Linking ECM to business strategy and KPIs
- Value of taxonomies, metadata and security model
- Market trends and options
- Departmental vs enterprise; platforms vs solutions
- Overview of preferred approaches and best practices for implementing
ECM
Download the ECM Strategy Product Sheet
The ECM Practitioner program (What is ECM?)
(11 online modules or 2 day training class)
The new and improved ECM
Practitioner program covers strategies, methods and tools for managing content.
The course covers ECM technologies and their business benefits, but also how to
plan ECM with an information architecture, metadata and taxonomies. The new
course also includes changes in the vendor landscape; increased focus on imaging
and recognition; process improvement and automation; impact of Web 2.0; and new
best practices and standards.
Learn:
- Business benefits of ECM
- ECM technologies such as document management, imaging, records management,
workflow, web content management and collaboration
- Preferred approaches, platforms vs solutions, enterprise vs departmental
- Information architecture, interopability, and integration
- Sources of information and appropriate capture and migration mechanisms
- Metadata and indexing
- Types of taxonomies and their value
- Ontologies and folksonomies
- Different levels of access control and security
- Process improvements and automation
- Search and retrieval technologies
- Different ways of delivering information and content to employees,
partners and customers
- Existing and emerging trends such as Web 2.0, SaaS, and Open
Source
Download the ECM Practitioner Elearning Product Sheet
Download the ECM Practitioner Classroom Product Sheet
Become an AIIM ECM Practitioner (ECMp) after passing the online
exam.
The ECM Specialist program (How to implement ECM?)
(10 online modules or 2 day training class)
The new and improved ECM Specialist
program covers global best practices for implementing ECM using the open
methodology MIKE2. The course covers how to develop an ECM strategy or
blueprint, how to identify and prioritize the business requirements for ECM, how to develop
and define the technology requirements for ECM, how to
build an ECM roadmap and prioritize projects based on the blueprint, how
to develop, test and train, and how to deploy, operate
and close-out an ECM implementation. The course also covers how to design
a taxonomy, metadata, and security model, but we recommend that you take the
ECM Practitioner course before starting the ECM Specialist course.
Learn:
- How to link the ECM initiative to business strategy
and KPIs
- How to develop an ECM program charter and business case
- How to plan the implementation of ECM according to the open methodology
MIKE2
- How to identify and prioritize the business requirements for ECM
- How to develop and define the technology requirements for ECM
- How to meld the technology requirements with the business requirements to
finalize the ECM blueprint
- How to build an ECM roadmap and prioritize projects based on the blueprint
- How to design a taxonomy, metadata, and security model
- How to identify new roles, responsibilities, and the organizational
structure necessary to provide governance and management
- How to develop, test and train
- How to deploy, operate and close-out an ECM implementation
- Global best practices for change management
Download the ECM Specialist Elearning Product Sheet
Download the ECM Specialist Classroom Product Sheet
Become an AIIM ECM Specialist (ECMs) after passing the online
exam.
The ECM Master program (Putting it all together)
(4 day training class)
The ECM Master Certificate Program
comprises the main elements from the above strategic workshop and certificate
programs in addition to a case study exercise. The course provides complete
coverage of enteprise content management for professionals working in both the
public and private sector.
Learn:
- Participants will use their newly gained knowledge to plan, design, and
implement an ECM project based on case study exercises and expertise
learned from the Strategic, Practitioner, and Specialist Course programs.
Download the ECM Master Classroom Product Sheet
Become an AIIM ECM Master (ECMm) after passing the online exam and case
exercise.
ECM Master Preparation Workshop
- for people that already have both the ECM Practitioner and Specialist
designations
(2 day training class)
The ECM Master Preparation
Workshop is a highly interactive workshop that enables you to learn, share and
discuss global best practices for ECM. The course provides a summary of the main
elements from the Strategic, Practitioner and Specialist training courses in
addition to additional information, exercises and case studies.
Download the ECM Master Preparation Workshop Product Sheet
- This workshop is for people that already have both the ECM Practitioner
and Specialist designations.
Pricing
Pricing for Enterprise Content Management Courses - Online
AIIM Professional Members (discounted price):
| Course Type |
USD |
GBP |
EURO |
| 1 Course |
65 |
35 |
50 |
| Complete Practitioner Certificate package |
600 |
345 |
500 |
| Complete Specialist Certificate package |
600 |
345 |
500 |
Non-AIIM Members (full price):
| Course Type |
USD |
GBP |
EURO |
| 1 Course |
75 |
40 |
60 |
| Complete Practitioner Certificate package |
750 |
430 |
630 |
| Complete Specialist Certificate package |
750 |
430 |
630 |
Pricing for Enterprise Content Management Courses - Classroom
AIIM Professional Members (discounted price):
| Course Type |
USD |
GBP |
EURO |
| 2 day Practitioner class |
1050 |
580 |
850 |
| 2 day Specialist class |
1050 |
580 |
850 |
| 4 day Master class |
2705 |
1495 |
2195 |
| 2 day Master Prep workshop |
1050 |
580 |
850 |
Non-AIIM Members (full price):
| Course Type |
USD |
GBP |
EURO |
| 2 day Practitioner class |
1160 |
640 |
935 |
| 2 day Specialist class |
1160 |
640 |
935 |
| 4 day Master class |
2980 |
1640 |
2415 |
| 2 day Master Prep workshop |
1160 |
640 |
935 |
All prices are per attendee and charged in USD ($). GBP and Euro based on
the payment dates' exchange rate.
Group Discounts
Groups of 10+ professionals from one organization may qualify for a group
discount. Volume discounts and site licenses are available for companies, user
groups, and professional associations. For information about group discounts,
please email training@aiim.org or call +1
301.755.2614 or +44 1905.727613.
Corporate Training
Customized employee/staff and client/customer training is available online
and in-person. AIIM also provides private classes on request anywhere in the
world. For information about corporate training, please email training@aiim.org or call +1 301.755.2614 or
+44 1905.727613.
Designations
The ECM Practitioner, Specialist and Master programs lead to AIIM
designations. This is a new AIIM standard for industry professionalism and
knowledge. By earning these designations, you can call yourself an AIIM ECM
Practitioner, Specialist or Master. You can use the associated logo and title on
your business card, email signature, web page, etc. The Strategic Workshop does
not lead to any AIIM designations.
You can achieve the
designations the following ways:
To become an AIIM ECM Practitioner (ECMp)
Option 1:
- Attend a 2 day Practitioner class and pass the online exam after attending
this class. The exam has to be passed within 6 months.
Option 2:
- Take all Practitioner training modules online and pass the online exams at
the end of each module.
To become an AIIM ECM Specialist (ECMs)
Option 1:
- Attend a 2 day Specialist class and pass the online exam after attending
this class. The exam has to be passed within 6 months.
Option 2:
- Take all Specialist training modules online and pass the online exams at
the end of each module.
To become an AIIM ECM Master (ECMm)
Option 1:
- Attend a 4-day Master class that includes the Strategic, Practitioner and
Specialist training programs in addition to case study exercises. Pass the
online exam within 6 months of attending this class.
- Produce a paper based upon a workshop case study exercise, and deliver
this paper to AIIM for approval. The paper must be submitted within 3 months
after attending this class.
Option 2:
- Attend a 2-day Master Preparation workshop that includes the Strategic,
Practitioner and Specialist training programs in addition to case study
exercises. Pass the online exam within 6 months of attending this class. This
workshop is for people who already have both the ECM Practitioner and ECM
Specialist designations
- Produce a paper based upon a workshop case study exercise, and deliver
this paper to AIIM for approval. The paper must be submitted within 3 months
after attending this class.
Benefits of becoming an ECM Practitioner, Specialist and
Master:
- Position yourself to be tomorrow's leader by enhancing your business and
professional skills
- Learn global best practices for planning and implementing ECM
- Discover real world solutions and best practices for challenges you face
- Learn from experts in the field who are able to answer your questions and
address your comments
The designations are valid for 5 years.
The Education Advisory Groups will regularly review the process for the
development and maintenance of certification schemes for improved quality,
security and efficiency. This will be done in partnership with the Education
Advisory Groups and Master Accreditation Committee.
The Home Case Studies submitted by Master Class attendees are reviewed by an
appointed AIIM Master Accreditation Committee that consists of leading industry
professionals. New members are appointed by the committee and each Home Case
Study is reviewed by two AIIM Master Accreditation Committee members. Committee
members will excuse themselves from the reviewing process if the papers are
submitted by personal friends, customers, or former students. The papers will
then be reviewed by other members of the Master Accreditation Committee.
The committee members review the entire case study based on the following
parameters:
- Good understanding of problems and opportunities of case study – 40%
- Practical use of theories from the training programs– 30%
- Identify and manage unknown factors that could influence case – 10%
- Persuasiveness – communicating in a strong and position manner to obtain
support for action – 20%
Each of the factors should be graded 0 (weak) to 5 (strong) according to the
above factors. Attendees need minimum 3 points to pass. For example: A paper is
reviewed to 2, 4, 3 and 5 which is then multiplied with the factors giving the
attendee the following points: 2 x 0.40 + 4 x 0.30 + 3 x 0.10 + 5 x 0.20 =
3.3
Submitted case study answers will be graded as passed, fail, or
correctable with the following results:
- Pass: Attendees will be notified by AIIM that their Home Case Study
answers were approved by the committee and they will be awarded the Master
designation if or when they have passes the Master exam
- Fail: Attendees will be notified by AIIM that their Home Case Study
answers were not approved by the committee, but also a document from the AIIM
Master Accreditation Committee member explaining why they failed. Former
Master class attendees need to sit a new class to be allowed to submit a new
Home Case Study assignment to AIIM.
- Correctable: AIIM Master Accreditation Committee members may ask AIIM to
contact the former Master class attendee to submit the answers for additional
information or corrections. Their reply will be forwarded by AIIM to the AIIM
Master Accreditation Committee members for review to allow them to pass or
fail the candidate.
AIIM Master Accreditation Committee members are required to document why they
fail candidates or why they require additional
information.