Overview
Learn how to take control of your electronic records
The new and improved ERM 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 ERM Certificate Program that incorporates
new and emerging best practices and technologies for managing electronic records.
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:
- Methodologies and technologies for managing electronic records
- SharePoint, ECM and ERM technologies
- Development of metadata model, classification schemes and access controls
- Retention schedule and disposition
- Digital preservation techniques
- Legislation, standards and regulations
- Implementation planning execution
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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
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The course materials were developed in partnership with Access Sciences.
Course Descriptions
The Electronic Records Management (ERM) Certificate Program
consists of a Strategy track, a Practitioner track, a Specialist track, and a Master
track.
The ERM 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 ERM.
The ERM Practitioner track covers concepts and technologies for
ERM, and it is available as an online or classroom training course leading to a
Practitioner designation. It also incorporates the main elements from the ERM 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 ERM Specialist track covers global best practices for implementing
ERM, and it 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 ERM Master track provides you with a thorough understanding
of ERM, 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 ERM Strategy workshop (Why ERM?)
(1 day executive awareness workshop)
The new and improved ERM Strategy workshop provides you with the knowledge to gain
ownership and support by senior executives.
Learn:
- ERM business drivers
- The need for ERM best practices
- The link between ERM and your current situation
- To demonstrate the impact of ERM on users
- To understand the concepts of ERM’s affect on information challenges
- To identify necessary resources and organizational responsibilities for implementing
ERM
- To explore the implications of an ERM strategic decision
- To gain commitment for change
Download the ERM Strategy Product Sheet
The ERM Practitioner program (What is ERM?)
(12 online modules or 2 day training class)
The new and improved ERM Practitioner program covers the lifecycle of records and
related concepts such as classification schemes, metadata, security, retention,
and disposal. The new course also includes changes in the vendor landscape; increased
focus on email capture and retention; expanded focus on new content types such as
wikis and blogs; and new best practices and standards. The course also provides
additional focus on taxonomies; migration technologies for moving away from shared
drives; auto-categorization to develop and maintain taxonomies, and auto-classification
to extract metadata.
Learn:
- Records management terminology and principles
- Lifecycle of records, with focus on electronic records
- Sources of records and appropriate capture mechanisms
- Current metadata standards and guidelines
- Concepts of classification and different approaches depending on local business
needs
- Search, retrieval and presentation
- Levels of access control and permissions
- Retention and disposition
- Records management technologies
- Technologies such as SharePoint, ECM and ERM for managing electronic records
- Electronic records storage
- Digital preservation techniques
Download the ERM Practitioner Elearning Product Sheet
Download the ERM Practitioner Classroom Product Sheet
Become an AIIM ERM Practitioner (ERMp) after passing the online exam.
The ERM Specialist program (How to implement ERM?)
(11 online modules or 2 day training class)
The ERM Specialist Certificate Program covers global best practices for ERM implementation
according to ISO 15489-2 and related processes such as Business and Systems analysis,
Developing a Business Case, Business and System Requirements, Project Management,
and Roll out. You will also gain knowledge on advanced topics including Enterprise
ERM and Emerging Issues. We do recommend that you take the ERM Practitioner course
before starting the ERM Specialist course.
Learn:
- To manage an ERM program consisting of several coordinated projects
- To identify the stackholders of an ERM program
- How to carryout business and technology assessments
- To develop a business case for ERM
- To identify business and system requirements for the ERM system
- To understand information governance
- To identify records management policies and procedures
- How to design records management policies
- How to design records technology solutions
- To understand model offices and pilot implementations
- To define and explain the project work products for ERM implementation
- To understand what is meant by benefits realization
- To understand discovery and disclosure activities
- How to address trans-jurisdictional records management issues
- Understand records management issues with email, mobile communication devices and
E2.0 technologies
Download the ERM Specialist Elearning Product Sheet Download
the ERM Specialist Classroom Product Sheet
Become an AIIM ERM Specialist (ERMs) after passing the online exam.
The ERM Master program (Putting it all together)
(4 day training class)
The ERM 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 electronic records 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 ERM project based on case study exercises and expertise learned from the
Strategic, Practitioner, and Specialist Course programs.
Download the ERM Master Classroom Product Sheet
Become an AIIM ERM Master (ERMm) after passing the online exam and case exercise.
ERM Master Preparation Workshop
- for people that already have both the ERM Practitioner and Specialist designations
(5 day virtual training class)
The ERM Master Preparation Workshop is a highly interactive workshop that enables
you to learn, share and discuss global best practices for ERM. 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.
- This workshop is for people that already have both the ERM Practitioner and Specialist
designations.
Download the ERM Master Preparation Workshop Product Sheet
Audience
The Electronic Records Management (ERM) certificate program is designed for;
- Business Analysts
- IT Management
- Technical staff
- Record Management personnel
- Business Unit (line staff & management)
- Implementation team - IT and business
- Suppliers, Solution Providers, Vendors
- Executives
- Change agents
- Users
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Pricing
Pricing for Electronic Records 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 Electronic Records 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
|
|
5 day Master Prep Virtual 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
|
|
5 day Master Prep Virtual 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 ERM 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 ERM 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 ERM Practitioner (ERMp)
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 ERM Specialist (ERMs)
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 ERM Master (ERMm)
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 ERM Practitioner and ERM 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 ERM 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 ERM
- 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.