Benefits of RIMtech Training
Advanced Electronic Recordkeeping, EDRMS
Expert-Led, Practical Learning
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Learn directly from Bruce Miller, a leading expert in electronic recordkeeping.
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Gain insights from real-world project examples rather than just theory.
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Access to the very latest technology, techniques, and methods in the field.
Tailored Instruction
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Training is live and interactive, not pre-recorded, allowing real-time Q&A.
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Exercises and dynamic activities make learning engaging and practical.
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Instruction bridges both records management and IT perspectives, ensuring clarity across disciplines.
Simplified & Applied Knowledge
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Complex technology is explained in simple, easy-to-understand terms.
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Use of specialized Catalyst IG Tools, unique to EDRMS deployment.
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Exposure to best practices developed by RIMtech, ensuring proven approaches.
Takeaways & Ongoing Value
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Attendees keep all materials and tools after the course.
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Full session recording available for review anytime.
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Receive an Official Completion Certificate to recognize achievement.
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Earn CRM/IGP credits to support ongoing professional development.
Public vs Private Training
Private
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Virtual (Teams or Zoom), or In Person
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You pick the date, timezone, start/end time
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Custom tailored to your project
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Mix and match content/topics
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Customized Pricing
Contact natalie@rimtechconsulting.com
Public
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Virtual only via Zoom
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Predetermined dates
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Predetermined start/end times
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Fixed per-person Pricing
Virtual Public Courses
RIMtech Public Online Courses are scheduled from time to time and open to anyone. Courses are 1 day in duration unless otherwise specified. On occasion, a course may be withdrawn from a particular date slot if minimum registration is not reached. Most courses are conducted 10:00 AM to 6:00 PM EST.
Four Course Types
Type | Details |
|---|---|
Purview | Comprehensive walkthrough of all Purview Recordkeeping Capabilities and how to deploy for successful compliance. Three courses - Records Management, Information Protection, and eDiscovery |
Foundation | All the fundamental concepts, principles, definitions, and understanding of all elements of modern EDRMS (Electronic Document/Records Management Systems) you need to know. A prerequisite for any Deep-Dive course. A full day dedicated to this critical foundation, versus a half-day within any Introductory-level course. No prerequisites necessary. |
Introductory | Only have 1 day to learn? An introductory-level course is ideal for you. The first half day of all Introductory courses is the same - EDRMS Fundamentals. These fundamentals are essential in order to fully understand the topic covered during the second half of the day. |
Deep Dive | 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 Prerequisities:
1 Any Foundation/Introductory Course
And
2. Strong SharePoint knowledge of Libraries, Columns, Content Types, Document Sets, Permissions |
Our Courses
Electronic Recordkeeping - EDRMS 101
Foundation
Essential electronic recordkeeping principles, concepts, definitions, and KPI measures, in a EDRMS setting. Everything you need to know to fully understand the elements of an EDRMS, how all the moving parts fit together, how to measure and prove compliance, SharePoint information architecture, and what's involved in deploying an EDRMS.
How to Build a Software-Ready Retention Schedule for EDRMS
Introductory
Your retention schedule will have to change! For use in an EDRMS, it will have to be machine readable and machine-actionable by the records management software. It will never be seen or utilized by EDRMS end users. Retain your retention rules, but you'll have to restructure your retention schedule for an EDRMS deployment.
How to Build a Software-Ready Retention Schedule for EDRMS, Deep Dive
Deep Dive. Prerequisite = Any foundation-level course. Basic understanding of SharePoint.
You already know the fundamentals of a machine-readable retention schedule, now learn how to build a retention schedule in depth. Learn the steps to make the process efficient, interview techniques, assembling complex retention rules, use of metadata in a retention schedule, privacy and sensitivity accommodation, and more,
SharePoint Metadata for Records Compliance
Introductory
Metadata is a vital element of the SharePoint information architecture. Too little is not good. So is too much. Learn the art and alchemy of effective SharePoint metadata in an EDRMS Setting. Learn the two layers of metadata (compliance and business), and techniques for defining and managing metadata for recordkeeping compliance.
SharePoint Metadata for Records Compliance, Deep Dive
Deep Dive. Prerequisite = Any foundation-level course. Basic understanding of SharePoint.
You already know the basics of metadata. Now take it all the way and learn advanced techniques in defining effective SharePoint metadata in an EDRMS Setting. Learn the two layers of metadata (compliance and business), and techniques for defining and managing metadata for recordkeeping compliance.
SharePoint for Information Management Professionals
Introductory
As an Information Management specialist, you'll need to know some (6) practice areas of SharePoint in order to implement, deploy, and maintain your EDRMS in the future. Learn from someone who knows records management, and can teach you only what you need to know to support an EDRMS.
SharePoint for Information Management Professionals, Deep Dive
Deep Dive. Prerequisite = Any foundation-level course. Basic understanding of SharePoint.
You already know the basics of the (6) practice areas of SharePoint in order to implement, deploy, and maintain your EDRMS in the future. Now go deeper into SharePoint and learn advanced searching, metadata optimization, incremental deployment, and techniques for defining, documenting, and uploading metadata into SharePoint.
EDRMS Deployment for Microsoft SharePoint
Introductory
You'll need to combine your retention schedule, your recordkeeping software of choice, and SharePoint together into a coherent EDRMS solution, along with your SharePoint architecture. Combine that with migration to the EDRMS, and that's a lot of moving parts to coordinate into a single seamless solution. Learn RIMtech's proven 6-step deployment methodology that will avoid the two common fatal EDRMS mistakes, and ensure you can prove compliance.
Planning and Managing a SharePoint EDRMS Project
Introductory
An EDRMS project typically has 35+ discreet tasks to reach full deployment. Larger scale projects can often span several years. In this course you will learn the fundamental concepts of an EDRMS project, including the science, terminology, and measures of a modern EDRMS. Then you'll learn the project's inter-related moving parts at a high level, and how to forecast the effort levels, resource requirements, and duration of tasks.