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EDRMS Project Management, Deep Dive

​An EDRMS (Electronic Document/Records Management System) can be a complex project with many moving parts. Major components include a retention schedule, records management software, email to SharePoint integration, and of course SharePoint itself. How do all of these parts fit together? What roles will the RIM and IT professionals play? How will you know if the project is successful – what are the measures to prove it? How long will it take? A large project could potentially take years. Attend this course to learn how to manage an EDRMS project of any scale, from initial conception through to post-deployment maintenance. What about migration of documents into a formal recordkeeping system? Migration alone could be a project in its own right. An EDRMS represents a high-impact change in the way people store, share, and retrieve their documents. New skills and methods will have to be developed. Be fully informed so you know exactly what you’re getting into. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He counsels his clients on how to manage EDRMS projects, and also manages projects himself. Bruce is Prince2® project-management certified.

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Course Type 
 

Deep Dive
 

Duration
 

1 day (8 hrs)
 

Prerequisite
 

1. Any Foundation/Introductory Course
2. Strong SharePoint knowledge of Libraries, Columns, Content Types, Document Sets, Permissions

Need to go deeper? Deep-Dive courses feature a full 8 hours on the topic, instead of 4 hours following the fundamentals in the introductory course of the same topic. Twice the depth. Two Prerequisites required.

  1. Register on any of the available course dates below.

  2. Any applicable Canadian taxes will be applied at checkout, along with any discount coupon. No tax outside Canada.

  3. All prices in US$. If registering from Canada, price will be automatically converted to $CAD.

  4. All sessions conducted via Zoom. You will receive a meeting invitation with registration, and the day before session start.

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