Overview
Learn how to take control
of your electronic records
The ERM Certificate Program is designed from global best
practices among AIIM's 50,000 members. The program covers concepts and
technologies for:
- Methodologies and technologies for managing
electronic records
- Development of metadata model, classification schemes
and access control
- 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:
- Accenture
- BearingPoint
- Canon
- CCRM Associates
- CMS Watch
- Crown Partners
- EMC
- Fujitsu
- Gartner
- Gimmal Group
- GlaxoSmithKline
- Harris Corporation
- JPMorgan Chase
- Marion County Health Department
|
- Microsoft
- Oracle
- Ricoh
- Royal Mail
- Serco Consulting
- Standard Chartered Bank
- The National Archives of the United Kingdom
- TOWER Software
- US Courts
- US Department of Treasury
- Bill and Vieve Gore School of Business,
Westminster College
- Zylab
|
The course materials were developed in partnership with Serco Consulting and
The Oxford Group.
Course Descriptions
The Electronic Records Management (ERM) Certificate Program consists of
three training programs taken in any order, or a 4 day Master class covering all ERM
topics. Some of the programs are available exclusively as highly interactive onsite
training classes while others may be taken online. Each online module within a program
lasts approximately 60 minutes.
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The ERM Strategy workshop (Why ERM?)
(1 day executive awareness workshop)
The 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?)
(17 online modules or 2 day training class)
The ERM Practitioner program covers the lifecycle of a record and related concepts
such as classification schemes, metadata, security, retention, and disposal.
Learn:
- The lifecycle of records
- Sources of records and appropriate capture mechanisms
- Concepts of classification and dimensional approaches
for business needs
- Current metadata standards and guidelines
- Search and retrieval
- Different levels of access control and permissions
- Retention and disposal
- Digital preservation techniques
- Migration
- ERM administration and audit
- Legislation, standards, and regulation
- Discovery, disclosure, and related issues
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?)
(12 online modules or 2 day training class)
The ERM Specialist program covers the implementation and related processes such
as information audit, business requirements, concepts of operations, and roll-out.
Learn:
- To manage an ERM program consisting of several
projects
- To identify new roles, responsibilities, and the
organizational structure necessary to support an ERM facility
- The “Concept of Operations” as a shared vision of an
ERM future
- To develop an information survey
- To develop a business case for ERM
- To identify business requirements of an ERM system
- To develop and implement a business classification
scheme
- How implementing ERM impacts an organization’s IT
infrastructure
- Pilot implementation/model office
- The roll-out stage of an ERM program
- How to sustain ERM after implementation
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 information organization and access 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 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
(2 day 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 Prep 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 |
|
1 day Strategy workshop |
535 |
295 |
435 |
|
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 |
|
1 day Strategy workshop |
590 |
325 |
480 |
|
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 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.