Drive Transformation In-House
Invest into your employees and build a team of Digital Transformation Specialists with our course
We teamed up with AIIM as its first and only trusted Canadian education partner who offers training courses and support in Digital Transformation for individuals looking to become expert specialists in information, data and records management.
The AIIM training package includes:
- One year AIIM+ Pro pass
- Expert educational support
- Certification of Specialization
- All courses listed below
Intelligent Information Management Essentials
Process Automation
Information on the Move (Migration)
Modern Records Management
Privacy and Security
Clean Up Your Mess!
Capturing and Sharing Documents
Taxonomy and Metadata
Protecting Your People and Property (Security)
Document Collaboration and Workplace Digitization
Digitize to Modernize
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Once you complete the Intelligent Information Management (IIM) module, you will be fully equipped to build a digital filing system that organizes, extracts and secures your data by making it intelligent through automation. From capturing metadata to maintaining taxonomy, you will be a specialist in the management of information on an enterprise level. Through the implementation of an enriched filing system with smart documents, you will drive the cornerstone of process automation and intelligence.
Modules in this course include:
This course will teach you how to manage both paper and electronic content through its lifecycle.
The Modern Records Management course covers how to:
• Conduct a successful system migration
• Decommission of a legacy information management system
• Manage employees’ information post-separation
• Improve privacy and data protection practices
• Manage information throughout the information lifecycle
• Ensure long-term access to information assets
• Manage email more effectively
• Conduct a file share cleanup initiative
Once you complete the Modern Records Management course, you will know how to manage records through their lifecycle regardless of format. Additionally you will learn how to ingest formats maps, drawings, emails, and digital media into a systematic series of compliance controls.
Modules in this course include:
• Introduction to Automation Governance and Compliance
• How to Develop a Classification Scheme that Meets Business Needs
• How to Conduct a System, Information, and Process Inventory
• How to Decommission Legacy Systems
• How to Determine the Appropriate System of Record
• How to Develop a Digital Preservation Strategy
• How to Manage and Automate the Retention and Disposition of Information Throughout its Lifecycle
• How to Manage Email Effectively
• How to Manage Legacy User Information Stores
Document-centric collaboration is necessary for efficient record sharing, information management and increased productivity in your digital workspace. It enables effective teamwork, version control and seamless remote work, while ensuring compliance and security. In this course, you’ll learn how to perfect three digital workplace components.
The Document Centric Collaboration and Workplace Digitisation course covers:
• Information quality – How accurate is the information you use to make business decisions?
• Information context – How relevant is this information? How much value does it have? How timely is it? How complete is it?
• Information usability – How easy is it to interpret information? Is it in the right format? How accessible is it? How secure is it?
Number of modules: 7
Average completion time: 3.5 hours
Once you complete the Document Centric Collaboration and Workplace Digitisation course, you will have the expertise to efficiently capture, manage and collaborate digital documents or records. With reliable data, you will be in position to extract business insights and drive process automation.
Modules in this course include:
• How to Capture Digital Documents
• How to Conduct a File Share Cleanup Initiative
• How to Create and Nurture a Digital Workplace
• How to Develop a Multi Channel Capture Strategy
• How to Digitize Paper Documents
• How to Improve the Document Collaboration Process
• How to Select the Right File Formats to Meet Business Needs
Process automation eliminates the need for manual processes in business activities across any industry, including tasks such as data entry, approval of project milestones, the management of inventory and much more. Streamlining workflows with process automation offers increased efficiency, reduced errors, consistency and major cost savings.
The Process Automation course covers how to:
• Capture information and feeding it into a multichannel capture strategy
• Determine what information is important to capture and how to approach capturing
• Develop a digitization strategy, taking all practical factors into account
• Digitize paper documents
• Select the best file format for your business needs
• Choose the most appropriate system of record for your business
• Improve your collaboration processes
• Design an effective digital workplace
Number of modules: 7
Average completion time: 3.5 hours
Once you complete the Process Automation course, you will know how to have the expertise to efficiently capture, manage and collaborate on digital documents or records. You’ll be able to extract and interpret data so that it can be accurately fed to back end systems and processes with the intention of automation and business intelligence.
Modules in this course include:
• Introduction to Digitalizing Information-Intensive Processes
• How to Analyze an Existing Business Process
• How to Develop a Digitization Strategy
• How to Digitize Paper Documents
• How to Identify and Capture Metrics about a Process
• How to Troubleshoot an Existing Business Process
• How to Work with Flowcharts
Privacy and security bears a great importance for any company in the face of governance, compliance, data regulations and overall protection of sensitive information with both business operations and employee data.
The Privacy and Security course covers how to:
• Identify key information security concepts
• Describe and compare security tools and techniques
• Identify the privacy and data protection challenges organizations face
• Conduct a privacy assessment
• Develop a data protection strategy
• Describe how information management practices and tools can support privacy and data protection
Number of modules: 3
Average completion time: 1.5 hours
Once you complete the Privacy and Security course, you will have complete knowledge on informing on and implementing the best security controls and frameworks for any records management system to protect your company from potential breaches, lawsuits or audit related concerns.
Modules in this course include:
• How to Develop a Data Privacy Strategy
• How to Improve Information Security
• How to Improve Privacy and Data Protection Through Information Management
Taxonomy organizes company content systematically, while metadata provides details for better understanding. Together, they streamline data retrieval, enhance searchability, ensure compliance and support informed decision-making.
The Taxonomy and Metadata course covers how to:
• Develop a strategy for capturing and maintaining metadata to fully harness its benefits
• Improve the quality of metadata by using technical approaches
• Capture metadata automatically using various approaches
• Develop a classification scheme that meets business needs
• Develop and maintain a taxonomy with usability as a priority
Number of modules: 6
Average completion time: 3.5 hours
Once you complete the Taxonomy and Metadata course, you’ll be proficient in organizing company information, enhancing its quality using technical approaches and creating a user-friendly system that manages data effectively. Additionally the taxnonomy can be used to map information across departments and systems.
Modules in this course include:
• How to Develop a Classification Scheme that Meets Business Needs
• How to Capture Metadata Automatically
• How to Develop a Strategy for Capturing and Maintaining Metadata
• How to Develop and Maintain a Taxonomy
• How to Improve the Quality of Metadata
• How to Manage and Automate the Retention and Disposition of Information Throughout its Lifecycle
Digitizing paper documents and files enables any organization to transform into a digital workplace where they can reclaim storage space, automate business processes, and reliably access information from anywhere
The Digitize to Modernize course covers how to:
• Develop a digitization strategy
• Digitize paper documents
• Select the right file formats to meet business needs
• Determine the appropriate system of record
Number of modules: 4
Average completion time: 2 hours
Once you complete the Digitize to Modernize course, you will possess the skills to turn any archaic or legacy system into a fully modernized and paperless work environment.
Modules in this course include:
• How to Develop a Digitization Strategy
• How to Digitize Paper Documents
• How to Select the Right File Formats to Meet Business Needs
• How to Determine the Appropriate System of Record
The migration of information and data from a legacy system to a digital filing system is an essential process that must be executed accurately to ensure a seamless transformation without errors or discrepancies.
The Information on the Move course covers how to:
• Develop a strategy of preservation for existing files and records
• Develop a successful migration strategy
• Complete a success migration of information from an existing legacy system to a modernized one
• Decommission legacy systems
Number of modules: 4
Average completion time: 2 hours
Legacy systems and data anchoring down your digital transformation progress? Once you complete the Information of the Move course, you will be able to successful complete the migration or transfer of data from an existing system to a modernized one.
Modules in this course include:
• How to Develop a Digital Preservation Strategy
• Hot to Develop a Migration Strategy
• How to Conduct a Successful System Migration
• How to Decommission Legacy Systems
A file cleanup is integral for maintaining an efficient, secure and organized digital environment. It promotes productivity, collaboration and ensures compliance within your organization.
The Clean Up Your Mess course covers how to:
• Perform a file share cleanup
• Manage team email functionality
• Manage user information from legacy systems
• Decomission legacy systems
• Develop a digital preservation strategy
• Improve the enhancement of security
Number of modules: 6
Average completion time: 3 hours
Once you complete the Clean Up Your Mess course, you will have the skills to conduct file share cleanup campaigns from legacy filing methods to digital preservation and usage. This in turn enhances company data security and improves user functionality.
Modules in this course include:
• How to Conduct a File Share Cleanup Initiative
• How to Manage Email Effectively
• How to Manage Legacy User Information Stores
• How to Decommission Legacy Systems
• How to Develop a Digital Preservation Strategy
• How to Improve Information Security
The protection of employees and company data is a top priority for every organization.
The Protecting Your People and Property covers how to:
• Improve the security of sensitive information
• Develop the best strategy for privacy
• Decomission an existing legacy system
• Manage legacy user information stores
Number of modules: 4
Average completion time: 2 hours
Once you complete the Protecting Your People and Property course, you can safeguard your company from potential security breaches, maintain history of authors from legacy data and remain compliant within industry standards.
Modules in this course include:
• How to Improve Information Security
• How to Develop a Data Privacy Strategy
• How to Decommission Legacy Systems
• How to Manage Legacy User Information Stores
*Training is available for 12 months
AIIM Pro +
ONLY
$465
AIIM Pro +
Group Coaching
$84.99 / month
AIIM Pro +
1 on 1 coaching
$109.99 / month