Summary

Implementing a new EDMS should be treated like a project.

In this webinar, we cover the steps to select and to implement an EDMS, on:

• a project management standpoint 
• a functional standpoint (not on an IT standpoint)
• a business standpoint

The purpose is to give visibility on the nature of the endeavour, and to increase chances of a successful implementation.

 This course is both for:

• Professionals who wish to understand successfully trialed steps involved in selecting and implementing an EDMS

• Professionals who have been tasked to select and implement an EDMS

• Organisations wishing to acquire an EDMS or wishing to change their EDMS and who want to find out how to go about it on a business, functional and project management standpoints

• Any person who wishes to acquire initial fundamental awareness about this topic

Important Note:

The purpose of course “EDMS Implementation” is to show the method to select and to implement an EDMS, on a project management standpoint. It is in no circumstance an explanation of how an EDMS works, nor of how an EDMS should be configured in detail for the purpose of each organisation in the world, for each of the hundreds of EDMS solutions on the market.

Important: This self-paced webinar is not part of the curriculum to achieve certification 

Content

1. EDMS Definition 

What is an EDMS? How Document Controllers use it?

2. EDMS  Capabilities

What are the typical capabilities of these software packages? How are they useful?

3. Benefits & Risks

What are the benefits of using an EDMS (as opposed to not using one); Managing DC related risks.

4. Investment decision

From opportunity to investment decision; Business Case; ROI (Return on Investment) calculation

5. EDMS Project Definition

Project specification; List of Requirements; Stakeholders

6. EDMS Selection

Steps required to select an EDMS solution; Proposal evaluation; Evaluation matrix

7. Project Execution

Steps required to execute the EDMS implementation project;

User Acceptance Tests;

Specifics of implementation involving different locations

8. Document & Data Migration 

Steps required to migrate data and documents from one system to another.

9. Deployment Plan

Steps required to prepare the launch of the new software;

Users training & training material;

Communication with users

10. After the implementation

EDMS Functional Administration; 

This webinar includes checks of understanding at the end of each section.

Evidence of completion

 An attestation of completion is provided after completion of the webinar.

Pre-Requisites

• No formal qualification or experience required

• Webinars are in English language: a functional level in English language is recommended

Frequently Asked Questions (FAQ)

• Read the FAQ here

Lilian

United Kingdom

Susan

United States

Tatjana

Germany

John

Netherlands

Pilar

Mexico