Courses - Online Public

RIMtech Public Online Courses are scheduled from time to time and open to anyone. Select from the range of courses below. Courses range in duration from half day to 2 days (consecutive). There is a minimum attendee level required in order to proceed with a course. 

Electronic Recordkeeping 101

ER101U

Designed for IT and RIM Professionals, this course is a comprehensive treatment of modern electronic recordkeeping concepts and techniques, and a high-level introduction to EDRMS (Electronic Records/Document Management Systems). You’ll learn new recordkeeping terminology and concepts, and you’ll “unlearn” many sacred traditional records management notions. With this course you’ll learn the new language of electronic records, understand the 7 core concepts, the critical difference between case and administrative records, how to automate recordkeeping processes to eliminate the need for end user participation, and how your retention schedule will need to change. 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 provides a strong foundation for any RIM or IT professional dealing with electronic records and is an ideal base for all other RIMtech education.

SharePoint® EDRMS - Basic

SP EDRMS 1U

Designed for IT and RIM Professionals, this course is a “how-to” treatment of Electronic Document & Records Management System (EDRMS) project implementation for Microsoft SharePoint. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how to achieve successful SharePoint adoption. RIM attendees will understand the core SharePoint concepts they’ll need to know, how to work with IT to define and configure SharePoint, and how to fully automate recordkeeping within SharePoint. You’ll apply this knowledge to real-world records-compliant solutions for SharePoint. Grounded in solid recordkeeping principles and practical SharePoint 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 interactive. 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 and overcome barriers to user adoption.

SharePoint® EDRMS - Comprehensive

SP EDRMS 2U

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 for Microsoft SharePoint. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how to achieve successful SharePoint adoption. RIM attendees will understand the core SharePoint concepts they’ll need to know, how to work with IT to define and configure SharePoint, and how to fully automate recordkeeping within SharePoint. You’ll apply this knowledge to real-world records-compliant solutions for SharePoint. Grounded in solid recordkeeping principles and practical SharePoint 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.

EDRMS Enterprise Adoption Plan

EAPU

This course is a high-level overview of a detailed plan to foster and sustain end user adoption of any modern EDRMS (Electronic Records/Document Management Systems) system. You’ll learn how to define key messaging, involve senior management, promote the project, solicit end user buy-in, plan an education/information program, and prepare end users prior to onboarding. 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 contains actionable tasks that when combined, will greatly facilitate end user adoption of a modern EDRMS system.

EDRMS - Basic

EDRMS 1U

Designed for IT and RIM Professionals, this course is a “how-to” 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 interactive. 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 and overcome barriers to user adoption.

EDRMS - Comprehensive

EDRMS 2U

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.

Information Management Administrator – Roles and Responsibilities

IMAU

The Information Management Administrator (IMA) plays an important supporting role to the RIM professional. The IMA carries out critical supporting recordkeeping functions within a given department, in support of the organization’s overall recordkeeping compliance program. They have a specific role in the ongoing daily usage and maintenance of the EDRMS (Electronic Document/Records Management System), by supporting end users, and feeding critical performance data to the RIM professional. 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”. After completing this course you’ll be able to define the role of an IMA, train an IMA, and estimate the time commitments required for their contribution.

Microsoft 365™ Recordkeeping Functionality - Basic

M365 RM1U

 Microsoft 365 is Microsoft’s office productivity suite and content management/governance solution. Recordkeeping capabilities are contained within its Compliance function. If you’re considering this product, or if you already have it, this “How to” introduction of the product will show you what you need to know to successfully achieve recordkeeping compliance. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed any hands-on product training. You’ll learn the product’s capabilities and limitations, and how to use it effectively. 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product, and learn what it really takes to deploy it in a real-life project.

 

Note: This course covers the Enterprise License level E5 only.

Microsoft 365™ Recordkeeping Functionality - Comprehensive

M365 RM2U

Microsoft 365 is Microsoft’s office productivity suite and content management/governance solution. Recordkeeping capabilities are contained within its Compliance function. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know to successfully achieve recordkeeping compliance. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed any hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product, and learn what it really takes to deploy it in a real-life project.

 

Note: This course covers the Enterprise License level E5 only.

Municipal Electronic Recordkeeping

MERU

What’s so different about Municipal recordkeeping? The sheer diversity and volume of activities, the vast number of assets, and the management of real property. Designed for RIM Professionals, this course is a deep treatment of electronic recordkeeping issues unique to municipalities. After a high-level introduction to EDRMS (Electronic Records/Document Management Systems), you’ll learn how a retention schedule is adapted to a municipality, how to handle capital projects in the retention schedule, common versus shared activities, and the retention treatment of real property. 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”. Bruce has designed retention schedules and EDRMS implementation projects for both US and Canadian municipalities and will share his real-world experience throughout this course. Following course completion you’ll receive a model municipal retention schedule you can use to adapt to your particular municipality.

Metadata Mapping for EDRMS Systems - Basic

MM1U

Document metadata is the key to a successful EDRMS (Electronic Document/Records Management System) deployment. It is also a vital prerequisite for the critical recordkeeping automation processes. And it’s an essential factor in end user acceptance. Insufficient and/or poor metadata is often cited as the cause of the failure of EDRMS projects. Attend this workshop to learn the elements and structure of metadata, how to define and deploy it, and how to leverage metadata to enable fully automated recordkeeping. 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”. After completing this course you’ll be able to apply your new knowledge and insight to define the right types and quantity of metadata, influence the design and configuration of the EDRMS, and leverage metadata in a modern retention schedule and other recordkeeping processes as required to define and deploy necessary metadata.

Metadata Mapping for EDRMS Systems - Comprehensive

MM2U

Document metadata is the key to a successful EDRMS (Electronic Document/Records Management System) deployment. It is also a vital prerequisite for the critical recordkeeping automation processes. And it’s an essential factor in end user acceptance. Insufficient and/or poor metadata is often cited as the cause of the failure of EDRMS projects. Attend this intensive 2-day workshop to learn the elements and structure of metadata, how to define and deploy it, and how to leverage metadata to enable fully automated recordkeeping. 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”. After completing this course you’ll be able to apply your new knowledge and insight to define the right types and quantity of metadata, influence the design and configuration of the EDRMS, leverage it in a modern retention schedule and other recordkeeping processes, and estimate the effort level required to define and deploy necessary metadata.

EDRMS Project Management - Basic

PM1U

Designed for IT and RIM Professionals, or project management specialists, this course is an overview 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.

EDRMS Project Management - Comprehensive

PM2U

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.

Preparing an EDRMS RFP

RFP1U

Learn how to prepare an effective RFP (Request For Proposal ) for an EDRMS (Electronic Records/Document Management Systems) in this course designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. Bruce is vendor neutral and has worked with all vendors across his client base. A strong RFP means you’ll get the right software and the appropriate accompanying services to meet your requirements, whereas a weak RFP can lead to potential project failure. You’ll learn how to write comprehensive requirements that distinguish vendor solutions, conduct effective vendor demonstrations and reference checks, secure adequate knowledge transfer from the vendor, and specify sufficient training, support, and documentation to ensure your project has a successful outcome. Prior completion of any RIMtech EDRMS course would be helpful, but not essential.

Electronic Records Management for IT People

RM ITU

Designed specifically for IT Professionals, this course is a comprehensive treatment of modern electronic recordkeeping concepts and techniques, and a high-level introduction to EDRMS (Electronic Records/Document Management Systems). You’ll learn new recordkeeping terminology and concepts, and you’ll understand the role of recordkeeping in modern digital systems. With this course you’ll learn the new language of electronic records, the retention schedule, the core concepts, the critical difference between case and administrative records, and how to automate recordkeeping processes to eliminate the need for end user participation. 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 will equip the IT professional with the skills to understand and work cooperatively with the RIM professional on their own terms, to achieve recordkeeping compliance in your organization.

How to Build a Modern Software-Ready Retention Schedule - Basic

RRS1U

To fully and properly deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is structured to take full advantage of the recordkeeping automation you’ll need to deploy for a successful EDRMS. It is vastly different from a traditional schedule. Case record categories and event data must be carefully configured, and you’ll need to define and enable multiple retention rules for certain categories. And you’ll need to define specific strategic metadata in support of the retention rules. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS 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”. After completing this course you’ll be able to apply your new knowledge and insight to rework your retention schedule to make it fully compatible with any modern EDRMS or other electronic recordkeeping software.

How to Build a Modern Software-Ready Retention Schedule - Comprehensive

RRS2U

To fully and properly deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is structured to take full advantage of the recordkeeping automation you’ll need to deploy for a successful EDRMS. It is vastly different from a traditional schedule. Case record categories and event data must be carefully configured, and you’ll need to define and enable multiple retention rules for certain categories. And you’ll need to define specific strategic metadata in support of the retention rules. In this comprehensive 2-day “how-to” workshop you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS 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”. After completing this course you’ll be able to apply your new knowledge and insight to rework your retention schedule to make it fully compatible with any modern EDRMS or other electronic recordkeeping software.

Software Introduction – Collabware Lifecycle Manager™

SI C1U

Collabware Collabspace™ is a sophisticated, full-featured records management and governance solution that can apply recordkeeping compliance across several different systems such as SharePoint, file shares, and more. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know about it to successfully deploy it. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed the vendor’s hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product and learn what it really takes to deploy it in a real-life project.

Software Introduction – Gimmal Records Management™

SI G1U

Gimmal Records Management (GRM) is a sophisticated, full-featured records management and governance solution that can apply recordkeeping compliance across several different systems such as SharePoint, file shares, and more. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know about it to successfully deploy it. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed the vendor’s hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product, and learn what it really takes to deploy it in a real-life project.

 

Note: This course covers Gimmal’s newer GRM product (acquired from RecordLion), NOT their legacy product compliant with US DoD 5015.2.

Software Introduction – OpenText GCDocs™

SI O1U

OpenText GCDocs™ is a sophisticated, full-featured records management and governance solution that can apply recordkeeping compliance across several different systems such as SharePoint, file shares, and more. It is a version of Opentext’s Enterprise Content Management offering customized for the Government of Canada. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know to successfully deploy it. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed the vendor’s hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product and learn what it really takes to deploy it in a real-life project

Software Introduction – RecordPoint Records 365™

SI R1U

RecordPoint Records 365™ is a sophisticated, full-featured records management and governance solution that can apply recordkeeping compliance across several different systems such as SharePoint, file shares, and more. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know about it to successfully deploy it. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed the vendor’s hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product 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”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product and learn what it really takes to deploy it in a real-life project.

SharePoint® For Records Managers - Basic

SPRM 1U

Learn what you need to know about Microsoft SharePoint in order to successfully manage an Electronic Document & Records Management System (EDRMS) project based on SharePoint in this full-day class. This course is laser-focused on only those aspects of SharePoint that you, the RIM professional, need to know about SharePoint. It avoids all the topics from typical off-the-shelf SharePoint training that you don’t need such as apps, websites, workflows, etc. You need to substantially influence how SharePoint is configured and deployed, without being a SharePoint expert. This course is not a hands-on SharePoint experience, rather you will learn the terms, concepts, principles, capabilities and limitations of SharePoint. The instructor will guide you through SharePoint using the live product as well as substantial supporting materials. This training will teach you nearly everything you’ll need to work closely and confidently with your IT team and SharePoint administrators. Most importantly, you’ll be able to clearly define your role and positively influence SharePoint architecture and configuration to support downstream recordkeeping compliance. The goal is to become confident and competent in using SharePoint, and heavily influence its configuration, while adhering to solid recordkeeping principles and compliance. 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. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to configure key components of SharePoint and make critical deployment recommendations. You’ll learn to understand the product well enough to participate with confidence in SharePoint configuration, architecture, and deployment decision-making with your IT team.

SharePoint® For Records Managers - Comprehensive

SPRM 2U

Learn what you need to know about Microsoft SharePoint in order to successfully manage an Electronic Document & Records Management System (EDRMS) project based on SharePoint in this intense 2-day workshop. This course is laser-focused on only those aspects of SharePoint that you, the RIM professional, need to know about SharePoint. It avoids all the topics from typical off-the-shelf SharePoint training that you don’t need such as apps, websites, workflows, etc. You need to substantially influence how SharePoint is configured and deployed, without being a SharePoint expert. This course is not a hands-on SharePoint experience, rather you will learn the terms, concepts, principles, capabilities and limitations of SharePoint. The instructor will guide you through SharePoint using the live product as well as substantial supporting materials. This training will teach you everything you’ll need to work closely and confidently with your IT team and SharePoint administrators. Most importantly, you’ll be able to clearly define your role and positively influence SharePoint architecture and configuration to support downstream recordkeeping compliance. The goal is to become confident and competent in using SharePoint, and heavily influence its configuration, while adhering to solid recordkeeping principles and compliance. 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 team exercises to tackle real-life deployment challenges and clear project-threatening roadblocks. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to configure SharePoint and advise on deployment. You’ll learn to understand the product well enough to participate with confidence in SharePoint configuration, architecture, and deployment decision-making with your IT team.