The AIIM ECM Certificate Program was also updated this year. The updated course focuses more on information architecture and introduces the MIKE2 open-source implementation methodology. Here is the course outline.

Strategy. This course addresses the question, "Why ECM?" It is only offered as an instructor-led course and can be taken either standalone or as the first half-day of the ERM Master Class.

• Introduction to ECM
• What’s driving ECM?
• Uncovering business drivers

Practitioner. This course answers the question, "What is ECM?" and is offered online and instructor-led. The instructor-led course can be taken as a standalone course or as the first two days of the ECM Master Class.

ECMP-1 – Introduction
• Terminology
• Key ERM concepts
• Records management principles

ECMP-2 – Technologies & functionality
• Types of records
• Determining what to capture
• Approaches to capture
• Capturing and managing physical records

ECMP-3 – Information architecture
• Metadata concepts
• Metadata sources
• Applying metadata to records
• Automated metadata collection

ECMP-4 – Create & capture
• Introduction to classification
• Classification concepts
• Classifications schemes
• Classification categories

ECMP-5 – Metadata
• The records inventory
• Developing a classification scheme
• Developing a file plan
• Developing a retention schedule

ECMP-6 – Taxonomy
• How to classify records
• Autocategorization
• Tagging and folksonomies

ECMP-7 – Security & control
• Search and retrieval concepts
• Presentation and rendition
• Annotation and redaction

ECMP-8 – Process & automation
• Governance and instruments
• Security and access controls
• Audit trails
• Encryption and DRM

ECMP-9 – Findability
• Retention and disposition
• Exporting and transferring records
• Destruction of records
• Post-disposition considerations

ECMP-10 – Delivery & presentation
• Managing records without an ERMS
• Technology options
• Basic content services
• Implementation models
• Software certifications

ECMP-11 – Trends & directions
• Storage concepts
• Storage technologies
• Selecting the appropriate storage

Specialist. This course answers the question, "How do I implement ECM?" It is available online or instructor-led; the instructor-led course is available as a standalone course (infrequently) or as the second two days of the ECM Master Class.

ECMS-1 – Business assessment
• Introduction to the MIKE2 methodology
• Strategic mobilization
• Project charter
• Introduction to the SAFE architecture
• Organizational quickscan for information development
• Bundled information gathering techniques

ECMS-2 – Business strategy & blueprint
• Strategic business requirements
• Business blueprint completion
• Program review

ECMS-3 – Technology assessment & blueprint
• Requirements
• Technical architecture
• RFP process
• Technical blueprint completion

ECMS-4 – Governance
• The information governance framework
• The value and role of information governance
• Basic structure of the information governance document
• Localized governance
• Governance of content management instruments

ECMS-5 – Roadmap & project plan
• Roadmap and foundational activities
• Roadmap overview
• Project and deployment plan
• Detailed business requirements

ECMS-6 – Foundation activities
• Software development readiness
• Enterprise information architecture
• Taxonomy design
• Metadata development
• Solution architecture definition/revision
• Prototype the solution architecture

ECMS-7 – Design
• User support & operational procedures design
• Security design
• Infrastructure management process design
• User collaboration conceptual design
• User interface design

ECMS-8 – Develop, test, train
• Develop, test, train
• User support & operational procedure guides
• Technology backplane development
• Testing & training in action

ECMS-9 – Deploy, operate, closeout
• Production deployment
• Evaluation and launch
• Improvement and closeout
• The discovery plan

ECMS-10 – Change management
• Identifying and involving users
• Change readiness
• Best practices for implementing change
• Managing user expectations and needs
• Incentive strategies

Master Class. This course is available only as instructor-led. It consists of the Strategy, Practitioner, and Specialist modules as well as in-class case study activities.

You can find the updated schedule for all of our courses at http://accesssciences.com/node/160.