This STARTEDGE Information & Documentation Compliance training program delves into advanced approaches, tools, and technologies essential for capturing, categorizing, managing, storing, preserving (archiving), and delivering crucial information and ensuring documentation compliance in alignment with key ISO standards such as ISO9001, ISO15489 (Records Management), and ISO27001 (Information Security). As companies and institutions grapple with an ever-expanding volume of electronic documents, records, and files, the management of data, compliance, and security emerges as a pivotal component within the enterprise content management system (ECM).

The escalating legal, audit, and compliance requirements underscore the challenges associated with managing essential business documentation, records, and information, including contracts, financial records, project details, and signed paper hardcopy documents. The growth of such documentation, predominantly in electronic form, necessitates a proactive approach to data management, compliance, and security within the ECM framework.

Throughout this STARTEDGE training course, participants will gain proficiency in:

• Comprehending advanced information and documentation management policies.
• Familiarizing themselves with procedures and standards, notably ISO15489, ISO9001, and ISO27001.
• Developing strategic approaches to fulfill compliance, legal, and audit prerequisites.
• Creating essential records management tools such as an electronic file plan, retention and disposal rules, security protocols, archiving mechanisms, confidentiality, and privacy.
• Establishing connections between hardcopy and electronic documentation systems, integrating them with records management systems across the organization.
• Assessing the implications of an Enterprise Content Management (ECM) strategy in tandem with records management and information security.

At the conclusion of this STRATEDGE training course, participants will acquire the following skills:

• Grasp the intricacies of information and documentation compliance.
• Comprehend relevant regulations, standards, and best practices.
• Formulate comprehensive information and documentation policies and procedures.
• Develop standards, specifically focusing on information security standards.
• Construct an actionable information and documentation plan for implementation within their organization.
• Extract insights from exemplary implementations and case studies in the field.
• Gain proficiency in advanced concepts for effectively managing information and documentation.
• Evaluate leading solutions and vendors within the marketplace.
• Apply metadata, business classification schemes, taxonomy, and establish retention plans.

Participants in this STRATEDGE Office Administration training course will engage actively in the learning process through diverse instructional methods. The curriculum incorporates group exercises, fostering a hands-on learning experience. Case studies will be employed to illustrate best practices, and extensive discussions will explore critical success factors.

Day 1: Strategy and Key Components Understanding

• Introduction to Information and Documentation Management
• Examination of Standards: ISO9001, ISO27001, and ISO15489
• Development of Information and Documentation Audit
• Establishment of File Plans, Metadata Plans, Retention Schedules, and other Information Controls

Day 2: Concepts and Component Configuration

• Compliance, Controls, and Security Concepts
• Exploration of Legislation, Standards, and Regulations
• Implementation of Business Classification Scheme and Taxonomy
• Focus on Document Control
• Comprehensive Understanding of Security and Compliance

Day 3: IT Process and Delivery

• Assessment of IT Information and Documentation Management Systems
• Evaluation of Scanning, Storage, and Archiving Systems ensuring Compliance
• Addressing Scanning and Legal Considerations
• Meeting Archiving and Retention Requirements
• Insights into Digital Signatures and Digital Rights Management

Day 4: Planning for Implementation

• Strategic Planning for Implementation
• Formulation of Action Plans for Information and Documentation Compliance
• Development of Policies and Procedures
• Creation of a Comprehensive Action Plan

Day 5: Data Management, Compliance, and Security

• Recognizing Data as a Fundamental Enterprise Asset
• Managing Data Architecture
• Oversight of Master and Reference Data Management
• Ensuring Data Quality Management
• Implementation of Metadata Management
• Focus on Data Security and Warehousing Management