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Online Private Course

EDRMS Project Management - Comprehensive


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Designed for IT and RIM Professionals, or project management specialists, this two-day course is an intense, “how-to” workshop-oriented treatment of managing an Electronic Document & Records Management System (EDRMS) project. Based on RIMtech’s standardized EDRMS project model, you’ll learn how to assign resources, establish a leadership team, estimate project costs, make all necessary critical decisions, conduct a proof of concept, and manage the project from concept through to enterprise-wide deployment. 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. In team exercises you’ll apply your new knowledge and insight to develop an advanced, sophisticated project model for a hypothetical organization that specifies resources, duration, and costs, including migration from a legacy system, integration with a business system, and even including an end user adoption plan.


Prerequisites:  EDRMS – Comprehensive, or SharePoint EDRMS – Comprehensive.

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Learning Objectives

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


  • Allocate the right quantities and types of human resources to develop and deploy the solution

  • Define all the necessary detailed work tasks, their duration, and assigned resources

  • Learn how to utilize a standardized project model, and adapt it to your particular organization

  • Make the 20+ necessary critical decisions every EDRMS demands

  • Design a repeatable post-pilot deployment plan for full enterprise deployment

  • Organize a regime of business units as the basis for project planning

  • Develop a high-level GANTT chart to track project completion

  • Define types and quantity of training required

  • Define a project management team with roles, responsibilities

  • Learn how to conduct an effective Pilot/Proof of Concept

  • Develop an effective testing and validation plan

  • Plan for an integration of an existing business system with the EDRMS

  • Plan for a migration of data from a legacy system

  • Discover “Lessons Learned” from real-world projects

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