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Online Private Course

EDRMS - Comprehensive


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Designed for IT and RIM Professionals, this two-day course is an intense, “how-to” workshop-oriented treatment of Electronic Document & Records Management System (EDRMS) project implementation. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how to achieve successful EDRMS adoption. RIM attendees will understand the core content management concepts they’ll need to know, how to work with IT to define and configure the underlying Electronic Content Management (ECM) system, and how to fully automate recordkeeping within the system. You’ll apply this knowledge to real-world records-compliant solutions for EDRMS systems regardless of the brand of ECM and recordkeeping software. Grounded in solid recordkeeping principles and practical EDRMS know-how, course material includes state of the art third-party recordkeeping add-in technology. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. This course is highly interactive. Work on prescribed exercises to tackle real-life project challenges and clear project-threatening roadblocks. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to make critical project decisions and apply the technology to deliver measurable results. You’ll learn to avoid common implementation mistakes, overcome barriers to user adoption, and produce a detailed project implementation plan complete with resource and budget estimates.

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Learning Objectives

Upon completion of this course, participants will be able to:


  • Understand the 7 core electronic recordkeeping concepts

  • Learn the myth of ROT

  • Define and measure Key Performance Indicators

  • Apply appropriate retention behaviors to case vs administrative records

  • Assess changes in the retention schedule necessary to support electronic recordkeeping

  • Understand how to use rules-based recordkeeping to eliminate end user participation

  • Manage email differently from all other forms of records

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