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Course Schedule

  • Microsoft Purview - the REAL Records Management for IM Professionals
    Microsoft Purview - the REAL Records Management for IM Professionals
    Apr 28, 2026, 10:00 AM – 6:00 PM EDT
    Apr 28, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn how to properly deploy Microsoft Purview Records Management to achieve full recordkeeping compliance.
  • Case Records - The Achilles Heel of EDRMS Projects
    Case Records - The Achilles Heel of EDRMS Projects
    May 01, 2026, 1:00 PM – 2:00 PM EDT
    May 01, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Case records are often the Achilles’ heel of EDRMS projects—complex, high-volume, and tied to business processes. In this 1-hour webinar, learn why they cause failures and how to manage them with practical, proven approaches that improve usability, compliance, and system success.
  • Measure and Prove Compliance in Your EDRMS
    Measure and Prove Compliance in Your EDRMS
    May 04, 2026, 1:00 PM – 2:00 PM EDT
    May 04, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Implementing an EDRMS isn’t enough—you must prove compliance. In this 1-hour webinar, learn how to define metrics, gain visibility, and produce defensible evidence. Turn your EDRMS into a system you can monitor, trust, and confidently defend under audit.
  • Record Versioning in Purview RM – A Good Idea Gone Bad
    Record Versioning in Purview RM – A Good Idea Gone Bad
    May 07, 2026, 1:00 PM – 2:00 PM EDT
    May 07, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Record versioning in Purview RM can create confusion, risk, and unintended compliance issues. In this 1-hour webinar, learn where it falls short and how to implement a more controlled, defensible approach that aligns with real-world Records Management and IT needs.
  • Don’t Let Users Manage Digital Records – Automate Your EDRMS
    Don’t Let Users Manage Digital Records – Automate Your EDRMS
    May 11, 2026, 1:00 PM – 2:00 PM EDT
    May 11, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Relying on users to manage records leads to inconsistency, missed retention, and compliance risk. In this 1-hour webinar, learn why manual approaches fail and how to automate your EDRMS for consistent, scalable, and defensible recordkeeping aligned with Records Management and IT.
  • SharePoint Metadata for Records Compliance
    SharePoint Metadata for Records Compliance
    May 12, 2026, 10:00 AM – 6:00 PM EDT
    May 12, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn how to define suitable metadata required for a successful deployment of recordkeeping software for SharePoint. Applicable to any brand of recordkeeping software.
  • Electronic Recordkeeping - EDRMS 101
    Electronic Recordkeeping - EDRMS 101
    May 14, 2026, 9:00 AM – 5:00 PM EDT
    Online Class Via Zoom
    May 14, 2026, 9:00 AM – 5:00 PM EDT
    Online Class Via Zoom
    Foundation course for all RIMtech Deep-Dive courses. Fundamentals, concepts, methods of modern electronic recordkeeping for EDRMS.
  • AI In Purview RM – Do You Need It?
    AI In Purview RM – Do You Need It?
    May 15, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    May 15, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    AI in Purview RM is gaining attention—but does it add value or risk? In this 1-hour webinar, learn where AI helps, where it falls short, and how to decide if it fits your RM strategy. Make informed, defensible decisions aligned with Records Management and IT priorities.
  • Migrating Documents to an EDRMS
    Migrating Documents to an EDRMS
    May 19, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    May 19, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Document migration is a high-risk phase of EDRMS projects. Poor execution can create compliance issues, duplicates, and lost trust. In this 1-hour webinar, learn how to plan and run controlled, defensible migrations that align with your architecture and retention strategy.
  • Step by Step - How to Deploy an EDRMS
    Step by Step - How to Deploy an EDRMS
    May 21, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    May 21, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Deploying an EDRMS requires more than technology—it demands the right strategy, governance, and execution. In this 1-hour webinar, get a step-by-step roadmap to plan, design, and implement a solution that drives adoption, avoids pitfalls, and aligns Records Management with IT.
  • Event Driven Recordkeeping in Purview RM – Your Biggest Challenge
    Event Driven Recordkeeping in Purview RM – Your Biggest Challenge
    May 25, 2026, 1:00 PM – 2:00 PM EDT
    May 25, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    Event-driven recordkeeping in Purview RM promises control but is hard to implement and sustain. In this 1-hour webinar, learn key pitfalls and proven strategies to make it workable, reliable, and defensible—aligning business events with real-world Records Management and IT needs.
  • Microsoft Purview Records Management, DEEP DIVE
    Microsoft Purview Records Management, DEEP DIVE
    May 26, 2026, 10:00 AM – 6:00 PM EDT
    May 26, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn Records Management fundaments, and how to deploy Purview properly for a successful records-compliant SharePoint deployment.
  • The EDRMS User Experience
    The EDRMS User Experience
    May 28, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    May 28, 2026, 1:00 PM – 2:00 PM EDT
    Online Class Via Zoom
    EDRMS success depends on user experience. Poor UX drives low adoption and weak compliance. In this 1-hour webinar, learn how to design a system that fits daily work, balances control with usability, and drives consistent engagement across Records Management and IT.
  • How to Build a Modern Software-Ready Retention Schedule
    How to Build a Modern Software-Ready Retention Schedule
    May 29, 2026, 10:00 AM – 6:00 PM EDT
    May 29, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn how to adapt your retention schedule so it can be used by any modern electronic recordkeeping software.
  • SharePoint for Information Management Professionals
    SharePoint for Information Management Professionals
    Jun 04, 2026, 10:00 AM – 6:00 PM EDT
    Jun 04, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn basic SharePoint skills. Then learn the higher SharePoint skills you'll need in order to administer a recordkeeping solution (EDRMS) for SharePoint.
  • Microsoft Purview - the REAL Records Management for IM Professionals
    Microsoft Purview - the REAL Records Management for IM Professionals
    Jun 16, 2026, 10:00 AM – 6:00 PM EDT
    Jun 16, 2026, 10:00 AM – 6:00 PM EDT
    Online Class Via Zoom
    Learn how to properly deploy Microsoft Purview Records Management to achieve full recordkeeping compliance.
  • Planning and Managing Your EDRMS Project
    Planning and Managing Your EDRMS Project
    Jun 18, 2026, 11:00 AM – 7:00 PM EDT
    Jun 18, 2026, 11:00 AM – 7:00 PM EDT
    Online Class Via Zoom
    Comprehensive Project Management for an EDRMS project of any size. Establish Resources, Work Tasks, effort levels, roles, overall timeline and project costs.
  • SharePoint Metadata for Records Compliance, DEEP DIVE
    SharePoint Metadata for Records Compliance, DEEP DIVE
    Jun 23, 2026, 10:00 AM – 5:00 PM EDT
    Jun 23, 2026, 10:00 AM – 5:00 PM EDT
    Online Class Via Zoom
    Learn how to define suitable metadata required for a successful deployment of recordkeeping software for SharePoint. Applicable to any brand of recordkeeping software.
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