Overview
Learn how to improve the
control of corporate emails.
The EMM Certificate Program is designed from global
best practices among AIIM's 50,000 members. The program covers concepts and
technologies for:
- Email capture and retention
- Technologies for email management
- Email storage, archiving and backup
- Developing, implementing, and managing the email policy
- Governance
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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
Access Sciences.
Course Descriptions
The Email Management (EMM) Certificate Program consists of three training programs
taken in any order, or a 4 day Master class covering all EMM 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 EMM Strategy Workshop (Why EMM?)
(1 day training class)
The EMM Strategy Workshop covers the business drivers for more effective email
management, roles and responsibilities, policies and procedures, and strategies for
email management.
Learn:
-
Business drivers for more effective email management
-
Roles and responsibilities
-
Policies and procedures
-
Strategies for email management
The EMM Practitioner program (What is EMM?)
(10 online modules or 2 day training class)
The EMM Practitioner program covers the concepts and technologies of email
management, such as classification, retention, governance, security, archiving,
backup, tools and technologies.
Learn:
-
How email works
-
What email management is
-
Managing the inbox
-
Email messaging applications and clients
-
Remote and mobile email access
-
Capturing and managing messages, attachments, and metadata
-
Email classification including autoclassification
-
Effective email governance
-
Email security
-
Email management tools and technologies
-
Email achival approaches
-
Email and ECM
Download the EMM Practitioner Elearning Product Sheet
Download the EMM Practitioner Classroom
Product Sheet
Become an AIIM EMM Practitioner (EMMp) after passing the online exam.
The EMM Specialist program (How to implement EMM?)
(10 online modules or 2 day training class)
The EMM Specialist program covers global best practices for implementing
solutions for email management as well as advanced email topics, such as how to
identify requirements, develop an email policy, implement a solution, and alternatives
to email such as instant messaging, wikis, and feeds.
Learn:
- How to develop a business case for email management
- Defining the problem and planning the project
- Building the right project team
- Developing the email policy
- Identifying and gathering requirements for email
management
- Implementing the solution
- Long-term preservation of messages, attachments,
metadata
- Email and discovery
- Instant Messaging
- Blogs, wikis, and RSS feeds as alternatives to email
- Web-based commercial email
Download the EMM Specialist Elearning Product Sheet
Download the EMM Specialist Classroom Product Sheet
Become an AIIM EMM Specialist (EMMs) after passing the online exam.
The EMM Master program (Putting it all together)
(4 day training class)
The EMM 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 EMM project based on case study exercises and expertise learned from the Strategic,
Practitioner, and Specialist Course programs.
Download the EMM Master Product Sheet
Become an AIIM EMM Master (EMMm) after passing the online exam and case exercise.
EMM Master Preparation Workshop
- for people that already have both the EMM Practitioner and Specialist designations
(2 day training class)
The EMM Master Preparation Workshop is a highly interactive workshop
that enables you to learn, share and discuss global best practices for EMM. 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 EMM Practitioner and Specialist
designations.
Audience
The Email Management (EMM) 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 Email 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 Email 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 EMM 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 EMM 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 EMM Practitioner (EMMp)
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 EMM Specialist (EMMs)
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 EMM Master (EMMm)
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
EMM Practitioner and EMM 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 EMM 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.