Modern Techniques in Office and Document Management

Strategy and understanding key elements: Introducing document and records management. Business case and drivers. Creating business requirements. Managing information assets. Understanding the terminology. Document and records management strategies. Information governance. Concepts and set up components: Document and records lifecycle. Capture store and management. Preserve and archive. Presentation and delivery. Metadata and indexing. Classification schemes. Searching and retrieving. Controls and security. Legislation standards and regulation. Process and delivery: Information audit and survey. Business case. Business requirements. Business classification scheme. IT infrastructure details. Model office and rollout. The Art of Effective Planning and Organizing by using computer: How to plan a step-by-step framework for success. Documentation control ensuring you have the facts at your fingertips. Organizing and structuring processes and procedures. Problem solving and decision-making. Effective Communication written and spoken: Email communication. Meetings. Office management software. Filing and classification of files. Making presentations. Time management by using computer. Planning for meeting management by computer. E-meetings management. Case studies and exercises.