Participants will gain practical skills and knowledge to modernize their organization's information governance, compliance, and data security approach.

By the end of this course, learners will be able to:

• Explain advanced documents and records management's key principles and best practices.
• Understand the key ISO standards relevant to documents and records management, including ISO 14641 and ISO 19475.
• Explore how to align document and records management practices with ISO requirements to enhance information governance and compliance.
• Discover the latest trends and best practices in quality document management, including the use of emerging technologies like AI, blockchain, and the Internet of Things (IoT).
• Develop strategies to modernize document and records management systems through the integration of these innovative solutions.
• Learn practical techniques for optimizing document capture, classification, retrieval, preservation, and archiving processes.
• Understand the importance of change management and building organizational buy-in for successful technology adoption.
• Develop strategies for secure and compliant long-term digital preservation of records.

This training course is designed for:

• Records and information managers
• IT and data management professionals
• Compliance and governance specialists
• Knowledge and content management experts
• Business analysts and process improvement leaders

Prerequisites

• Basic understanding of documents and records management principles
• Familiarity with information technology and data management concepts
• Interest in exploring the application of AI and emerging technologies

Instructional Strategies

• Interactive lectures and presentations
• Case studies and real-world examples
• Hands-on workshops and demonstrations
• Group discussions and collaborative learning activities
• Individual and team-based projects and assignments
• Practical skill demonstrations
• Individual and group assignments
• Capstone project and presentation
• Peer review and feedback

Module 1: Foundations of Advanced Documents & Records Management

• Introduction to documents and records management
• Principles of information governance
• Compliance and regulatory requirements
• Best practices for documents and records lifecycle management

Module 2: Foundations of Advanced Documents & Records Management

• Overview of ISO 14641 - Electronic archiving
• Understanding ISO 19475 - Quality management for records
• Automated document classification and metadata extraction
• Aligning document and records management with ISO requirements
• Case studies: ISO standard implementation in various organizations
• Group discussion and best practices

Module 3: AI-Powered Information Capture and Classification

• Overview of AI and machine learning in documents and records management
• Intelligent document capture and processing
• Automated document classification and metadata extraction
• Integration of AI-driven solutions with existing systems
• Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR)
• Integrating AI-powered document processing with Enterprise Content Management (ECM)

Module 4: Intelligent Records Retrieval and Search

• Leveraging AI for advanced search and retrieval
• Semantic search and natural language processing
• Predictive analytics and intelligent recommendations
• Personalized user experiences and knowledge discovery

Module 5: Secure Digital Preservation and Archiving

• Long-term digital preservation strategies
• Blockchain and distributed ledger technologies for records management
• AI-assisted data migration and format conversion
• Cybersecurity and access controls for digital archives
• Automated risk assessment and compliance monitoring using advanced analytics

Module 6: Emerging Trends and Future of Documents & Records Management

• Robotic Process Automation (RPA) in documents and records workflows
• Internet of Things (IoT) and sensor-driven information management
• Augmented and Virtual Reality (AR/VR) applications
• Ethical AI and responsible information governance frameworks
• Change management strategies and build organizational buy-in

Module 7: Capstone Project: Designing an AI-Driven Documents and Records Management System

• Needs assessment and stakeholder analysis
• System architecture and solution design
• Implementation planning and change management
• Presentation and discussion of capstone projects

CDGA attendance certificate will be issued to all attendees completing minimum of 75% of the total course duration.