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Digital Transformation and File Management

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Digital Transformation and File Management


The training course is based on practical exercises, regional and international case studies, and participants will often work together in pairs or groups.

Course Objectives

By the end of the course, participants will be able to:

  • Understand how to digitally transform data and information and manage them efficiently and effectively within organizations.
  • Develop action plans for scanning, workflow, and integration of digital information to support compliance, audit, systems, and regulations review.
  • Create and implement a data digital transformation project, including systems, roles, and responsibilities.
  • Manage data towards best international practices, including ISO 13008 digital records conversion and transfer.
  • Develop digital transformation policies and procedures.
  • Formulate and manage data according to ISO 27001 information security standards.

Target Audience

This course is suitable for IT professionals, document controllers, auditors, site administrators, general management, and anyone involved in data and information management and protection. It is also suitable for professionals familiar with data management who seek to enhance their foundational principles of data, information, and records management.

Training Program Content

  • Introduction to digital transformation and standards.
  • Introduction to digital transformation and file management.
  • Organized and unorganized data management.
  • Scanning and capturing.
  • Workflow.
  • Descriptive data, indexing, and classification.
  • Searching for institutions and archiving.
  • Compliance, regulations, and digital transformation ISO 13008.
  • ISO 13008 digital records conversion and data transfer.
  • Archiving and preservation.
  • Data protection and data privacy.
  • Compliance with records and document management.
  • ISO 27001 information security and cybersecurity.
  • Project implementation and management.
  • Developing the targeted operating model.
  • Roles, responsibilities, and reporting.
  • Course planning.
  • Quality management planning.
  • Risk and issue management.
  • Digital data and IT solutions.
  • Scanning and optical character recognition (OCR).
  • Indexing and metadata.
  • Workflow automation and optimization.
  • Enterprise content management systems.
  • Document and records management.
  • Archiving and preservation.
  • Developing policies, procedures, and action plans.
  • Digital transformation management policies.
  • Developing procedures and guidelines for data lifecycle management.
  • Creating a business plan for program and project implementation.
  • Case studies.

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