Overview
Learn how to take control of your information assets.
The ECM Certificate Program is designed from global best practices
among AIIM's 50,000 members. The program covers concepts and technologies for:
- Enterprise strategies and technologies to capture,
manage, store, preserve and deliver organizational content
- Technologies and solutions for DM, ERM, BPM, WCM, and
Collaboration
- Information governance structure and responsibilities
- Corporate instruments like classification scheme,
metadata model, and security model
- Integration techniques and migration
- Implementation planning and 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 Enterprise
Content Management (ECM) Certificate Program consists of three training programs
taken in any order, or a 4 day Master class covering all ECM topics enabling you
to learn to take control of your information assets. 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 ECM Strategy workshop (Why ECM?)
(1 day executive awareness workshop)
The Strategy workshop provides you with the knowledge and tools to gain ownership and support by senior executives and users.
Learn:
- The Concept of ECM and its business drivers
- The need for ECM best practices
- The link between ECM and your current situation
- To identify information assets
- To enable content collaboration and reuse across your
organization
- To identify necessary resources and organizational
responsibilities for implementing ECM
- To explore the implications of an ECM strategic
decision
- To gain commitment for change
Download the ECM Strategy Product Sheet
The ECM Practitioner program (What is ECM?)
(14 online modules or 2 day training class)
The ECM Practitioner program covers information lifecycle and related concepts such as document management, collaboration, workflow, electronic records management, and web content management.
Learn:
- To understand information lifecycle
- Sources of information and appropriate capture
mechanisms
- Relevant storage models, audit trail and storage
technologies
- Concepts for managing information and content
- Digital preservation techniques
- Different ways of delivering information and content
to employees, partners and customers
- Re-purposing and interoperability
- Metadata and indexing
- Classification concepts and various approaches for
business needs
- Search and retrieval
- Different levels of access control and security
- To define interfaces, legacy systems, and migration
- Legislation, standards, and regulation
Download the ECM Practitioner E-Learning 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?)
(12 online modules or 2 day training class)
The ECM Specialist program covers the implementation nd related processes such as analyzing business requirements, developing a business case, and planning the implementation including change management.
Learn:
- To manage an ECM program consisting of several
projects
- To identify new roles, responsibilities, and the
organizational structure necessary
- The "Concept of Operations" as a shared vision of an
ECM future
- To develop an information survey
- To develop a business case for ECM
- To identify business requirements for an ECM system
- To develop and implement a business classification
scheme
- How implementing ECM impacts an organization's IT
infrastructure
- Pilot implementation/model office
- The roll-out stage of an ECM program
- How to sustain ECM after implementation
Download the ECM Specialist E-Learning 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 enterprise 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 Class 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.
- This workshop is for people that already have both the ECM Practitioner and Specialist designations.
Download the ECM Master Prep Product Sheet
Audience
The Enterprise Content Management (ECM) 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 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 |
| 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 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.