Information Management Workshop

Information Management Workshop

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Guidelines for Developing a Corporate Infrastructure for the Management of e-Records"

Workshop Objectives

To give delegates a clear vision of the application of Electronic Document Management technologies and their role in developing an e-business strategy. Topics include:
  • Guidance on the use of MoReq/UK PRO Functional Specification to define an organisations Statement of Requirement for EDRMS
  • Appreciation the business application of EDRMS Technologies
  • Understanding of the basic principles of Records Management and Developing File plans both Electronic and hybrid
  • Using ISO15489 for:
    • Developing Records Management Policies
    • Implementation guidelines on adopting EDRMS
  • Identifying key components of developing a business case for EDRMS
  • Guidelines on Change Management and educational programmes for end users and management
  • Key factors in the selection of an EDRMS
Session Focus
This workshop has been developed to assist organisations in the development and implementation of a corporate Electronic Document and Records Management System.

An Electronic Records Management strategy cannot be developed in isolation to an organisation’s e-business or e-government strategy.   The latter brings about a fundamental change in working practices with the introduction of Web based, document and workflow technologies and Unless radical change is undertaken in current filing practices, significant business benefits of these e-business applications will not be achieved.

A corporate strategy for electronic document and records management plays a vital role in determining full business benefit is delivered by your e-business systems.

This workshop provides a set of guidelines on how to apply MoReq, the UK PRO Functional and ISO 15489 to assist in developing an organisations Electronic Document and Records Management Strategy to support and enhance its e-business strategy.

There has never been a more vital time to re-assess the controls and availability of electronically recorded information.

  • Enron and other corporate fiascos have caused shudders through the boardrooms over inadequate procedures and systems for managing business documents.
  • Modernising Government has set demanding timescales for creating all records electronically and providing electronic services as the norm
  • All organisations have become aware of the need to improve services levels to customers, be it a Financial Service where customer churn due to delays in servicing enquiries is a concern or Local Authorities needing to achieve Best Value targets

Workshop Overview

This workshop is structured to take the attendee through the process of;

  • The role of e-records management in corporate information management and knowledge management strategy
  • Understanding the basic principles of records management
  • Defining the functions and applications of related information/document technologies
  • Setting out a business case:
    • Business
    • Regulatory
    • FOI/DPA
  • Developing RM policies & procedure
  • Developing the statement of requirement for EDRMS
  • Evaluation and selection of EDRMS
  • Guidelines on implementing EDRMS

Comments from past attendees:


Catherine Redfern - National Archives
I found this consolidated my Knowledge & was useful
Declan MnHenry - Dyfed-Powys Police
Excellent Value for Money. Small group & relaxed location conducive to learning
Narinder SHergill - Crown Prosecution Service
Will be Recommending workshop to Project Managers for EDRMS Project
Muriel Moring - Foreign & Commonwealth Office
All brought together very well, very informative and well run
Barry Keen - East Hampshire Borough Council
Like the depth of content and the rapid pace of the workshop
Dave Lowe - East Hampshire District Council
Appropriate level of detail. Very good
Charles Eccles- University of Luton
Good objective overview
Wendy Baker - Leicestershire County Council
The whole day was very enlightening. Its very helpful to have the notes because the day was so packed and it would be useful to go back and review what was said
Steven Harding - West Yorkshire Police
Enjoyable and informative. Raised a number of interesting points to address
Bernard Kiernan - Independent Consultant
Great content. Super Presentation