Course Methodology

The material used in the training course will be based on exercises as well as regional and international case studies. Participants will frequently work in pairs with one another as well as in larger teams.

Course Objectives

By the end of the course, participants will be able to:

• Understand how data and information can be digitized and managed more efficiently and effectively within organizations
• Develop action plans for scanning, workflow and integration of digital information to support compliance, audits, legislation and regulations
• Establish and implement a Data Digitization project, including systems, roles and responsibilities  
• Manage data against international best practices, including ISO 13008 Digital Records Conversion and Migration
• Develop digitization policies and working procedures
• Formulate and manage data in accordance to ISO 27001 Information Security standards

Target Audience

This course is suitable for IT professionals, document controllers, auditors, site administrators, general management and anyone tasked with managing and protecting data and information. This also includes professionals already familiar and involved with data management and seeking to build on their fundamental principles of managing data, information and records.

Target Competencies

• Records Management
• Data Compliance
• Developing Policies and Procedures
• Archiving
• Database Systems

Introduction to Digitization and Standards

• Introduction to digitization and file management
• Managing structured and unstructured data
• Scanning and capture
• Workflow
• Metadata, indexing and classification
• Enterprise search and archiving

Compliance, Regulations and Digitization ISO 13008

• ISO 13008 digital records conversion and migration
• Archiving and preservation
• Data protection and data privacy
• Document and records management compliance
• ISO 27001 information security and cyber security

Implementation and Project Management

• Developing target operating model
• Roles, responsibilities and reporting
• Programme planning
• Quality management planning
• Risk and issue management

Data Digitization IT Solutions

• Scanning and Optical Character Recognition (OCR)
• Indexing and Metadata
• Workflow and business process automation
• Enterprise content management systems
• Document and records management
• Archiving and preservation

Developing Policy, Procedures and Action Plans  

• Digitization management polices
• Develop data lifecycle management procedures and guidelines
• Create programme and project implementation action plan
• Case studies