Training

Content Management
Learn how to leverage your business content assets to drive value and competitive advantage in the social, mobile, and cloud computing era. Course Benefits and Objectives
Content management combines analytics, collaboration, governance and processes with anywhere, anytime access to deliver value to your customers, partners, and employees. When used effectively, even complex content becomes your greatest business asset. AIIMs Content Management course has provided over 20,000 information professionals with a systematic approach to manage their content across the enterprise. The course information is applicable across all industries, and is independent of any particular technology or vendor solution.

This course is ideal for...

IT, business analysts, consultants, business unit managers, and other information professionals who are tasked with accurately and effectively managing your organizations business content. Youll acquire the necessary skills to: n Understand the technology components that comprise CM including document collaboration, document management, records management, workflow, imaging, and web content management n Create corporate models for taxonomies, metadata, and security n Acquire interoperability and integration techniques n Consider the impact of cloud computing, mobile, social media, and big data on content n Determine who owns information governance and apply controls

Your Learning Options

The Content Management course is comprised of multiple modules that may be purchased individually or as a complete package leading to one or all of three levels of designation that are earned upon successful passing of an online exam: Practitioner, Specialist and Master. Once purchased, the course module(s), supporting materials, and exams are accessible online and on demand from AIIMs training portal for 6 months.

aiim.org/training

The CM Practitioner course provides a firm foundation in the technologies, business drivers, and implementation strategy of managing content; including the key roles of information architecture, metadata, and taxonomy. The CM Specialist course deepens the knowledge gained in the Practitioner program and details best practices for the planning and implementation of your enterprise content management solution. The CM Master course provides a thorough understanding of enterprise content management. The course combines Practitioner and Specialist knowledge with a practical case study exercise. Upon occasion, all levels of this course are also offered in a live, instructor-led classroom format as a virtual webcast, and in physical classrooms in select cities around the world. Our enrollment page at aiim.org/ training will indicate when/ if such a class has been scheduled.

The Course Modules

Content Management (CM) Practitioner

The Foundation (Modules 1-6)
n Module 1: CM Explained. The basic technologies, challenges, and benefits explained and defined. n Module 2: Capture Your Content. Capture isnt just about paper. Get ready to ingest all content into your business processes. n Module 3: Metadata and Security. An overview of using metadata to organize content and basic access control. n Module 4: Enabling Collaboration. Working together with content inside and outside of an organization. n Module 5: Find Your Content. The basics of search and retrieval tools explained. n Module 6: Content Delivery. Publishing content to the right person at the right time using the right channel.

The Business Drivers (Modules 7-11)

n Module 7: CM Equals Increased Productivity. Examples of how streamlined contentcentric processes can save time and/or increase revenue. n Module 8: The Business Value of Governance. Good governance and compliance are often mandated by regulatory bodies, but also lead to more efficient organizations. n Module 9: The Value of Knowledge. Why knowledge management can lead to improved collaboration, customer service, response times, and more. n Module 10: Social Business as a Driver for CM. Harnessing social business and collaboration is a hidden, but critical, contributor to organization success. n Module 11: Measuring CM Success. Getting beyond ROI to total cost of ownership.

The Core Technical Concepts (Modules 12-18)

n Module 12: CM Architecture Explained. The different architecture types and approaches to deciding which is right for you. n Module 13: What Is Metadata? You need metadata. Heres why, and how to use it correctly. n Module 14: Taxonomies and Classifications. How to structure content so that you can find and use it. n Module 15: Findability. A deep dive into the role of search and navigation in the context of CM and the art of making content easy to find. n Module 16: Mining Content for Intelligence. An exploration of how content analytics and reporting lead to improved business intelligence. n Module 17: Access to Information. Understanding the difference between interoperability and Integration between multiple repositories. n Module18: Optimal Performance. Understand organizational environments and planning rules of thumb for sizing, scoping, and optimizing your implementation.

Managing Processes and Content (Modules 19-25)

n Module 19: Content Storage. Options defined and risks explained for storing content for retrieval and use. n Module 20: Protect Your Content. Why you need to control and secure content; how to access; and legal and compliance issues to consider. n Module 21: Automating Business Processes. Process and workflow management tools allow your content to be used by the right person in the right business context.

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Content Management Practitioner continued...

n Module 22: Retention and Disposition of Digital Content. Set policies and procedures in place to keep the content you need while eliminating content you do not to save costs and decrease risk. n Module 23: Digital Preservation. How to keep information accessible for years or decades. n Module 24: Retention and Disposition of Physical Records. Considerations for reducing paper and the demands that physical records create for long-term access or destruction. n Module 25: Using Content Components. Structuring content for ease-of-management, consistency, and simplified distribution.

What our Students Say...

I participated in the 4-day AIIM CM Master Class and as a result, Im ahead of my colleagues in understanding the key concepts of CM. I now can identify, investigate and come up with solutions on CM projects and the issues they hold. I suddenly understand the broader picture and can act upon it, which has resulted several times in new project orders; very valuable to me and my organization.
Jefta Knoppers, ADante Business Information

Content Management (CM) Specialist

CM Business Strategy (Modules 1 3)
n Module 1: CM Program Delivery. An overview of project methodologies and advice for selecting the right methodology for your implementation. n Module 2: Step-by-Step to a Program Strategy. Define success metrics, avoid common pitfalls, define stakeholders, and create an awareness plan. n Module 3: Establish the Business Case. Defining and understanding what a business case really is and why you need one.

Strong foundation in CM concepts and methods.

Darren Davins, CapGemini

Change Management and Governance in CM (Modules 4 7)

n Module 4: Governance Explained. Embedding governance into your project plan from the beginning. n Module 5: Governance: Who Does What. Identifying roles and responsibilities within a governance framework. n Module 6: Change Management Overview. Defining change management and understanding resistance to change. n Module 7: The Change Management Plan. Manage change at all stages of a project; heres how.

Because of AIIMs training, I was

Applications and Solutions (Modules 8 9)

n Module 8: Building Applications. Using CM to build horizontal (accounting, human resources, marketing, etc.) and vertical (insurance, government, etc.) use cases. n Module 9: Advanced Applications. Using CM as the foundation for simplifying eDiscovery.

able to advise on the importance of setting up a model company to test the CM solution before full scale implementation. As a result, I am to be considered for participation in the project. Further, I was able to show another state agency how beneficial an CM environment can be, so much so that there is buy-in across the board. The project has now been initiated.

Rachael Guzman De Vlugt, Ministry Of Social Development in Trinidad and Tobago

Business and Technical Assessments (Modules 10 13)

n Module 10: Business Readiness Assessment: initial Steps. Determine your as-is and desired to-be state and establish CM priorities. n Module 11: Business Readiness Assessment: a Deeper Dive. A detailed look at gathering requirements and the need to document results. n Module 12: Technology Readiness Assessment: Requirements. Steps to determine the impact of CM on your technology infrastructure. n Module 13: Outline the Technology Architecture. Final steps to complete the technical assessment and prepare for deployment.

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Content Management Specialist continued...

As Seen in...Job Posts
AIIM CM certification and/or training is preferred.
as seen in job post for DISH Network LLC, Senior Document Content Management Analyst

Foundations and Planning (Modules 14 19)

n Module 14: Lay the Foundation for Information Architecture. Defining your master data model and definitions, your enterprise information architecture, and your business rules. n Module 15: Laying the Foundation with Taxonomy. The essential concepts of taxonomy and metadata and how they contribute to your CM deployment. n Module 16: Using Prototypes. The CM system will evolve, but to begin you need to prototype solution architecture, metadata management, and processes. n Module 17: Roadmap: Deployment Strategy. How to lay out the direction of your implementation.

AIIM CM Masters Certification is a plus.

as seen in job post for SunTrust Banks, EIS Architect 2

n Module 18: The Project Plan. Project management and turning the plans into reality; including how to plan in parallel. n Module 19: Understand the Client. Successful implementations meet the needs of the client; heres how.

Design, Deliver, and Deploy (Modules 20 24)

Must possess or obtain at least one valid industry certification from the following list within six months of hire: AIIM Certificate (CM, Taxonomy and Metadata), MOS.
as seen in job post for Instructor of Information Technology, Macomb Community College

n Module 20: CM Design Part 1. Using information from assessment, roadmap, and planning stages to identify development and delivery activities. n Module 21: CM Design Part 2. Ensuring that the user interface measures up to user expectations. n Module 22: Development. How to generate guidelines for user support and operational procedure, technical development, and testing/training on the system. n Module 23: Deliver and Deploy. Step-by-step guide to successful rollout, including deployment, pre-launch steps, and fallback planning. n Module 24: Always Improving. To keep the system responsive to business needs, you need to continuously assess and improve it.

Register for online, virtual, or in-person training today.

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Talk to one of our education counselors: Phone Email North America: +1 301.755.2631 North America: training@aiim.org Europe: +44 1905.727613 Europe: ahymas@aiim.org

AIIM is the global community of information professionals. We provide the education, research and certification that information professionals need to manage and share information assets in an era of mobile, social, cloud and big data. Visit aiim.org.
AIIM Professional members always enjoy a 10% discount on the lowest advertised prices.

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