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Digital Transformation and File Management

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Digital Transformation and File Management


The training course relies on exercises in addition to 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 data scanning, workflow, and integration of digital information to support compliance, auditing, systems, and regulations review.
  • Create and implement a data digital transformation project, including systems, roles, and responsibilities.
  • Manage data towards international best practices, including ISO 13008 for digital record conversion and transfer.
  • Develop digital transformation policies and work 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 with a role in data and information management and protection. It is also for professionals familiar with data management who seek to add information on their core principles of data, information, and record management.

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.
  • Institution searching and archiving.

Compliance, regulations, and digital transformation ISO 13008.

  • ISO 13008 for digital record conversion and data transfer.
  • Archiving and preservation.
  • Data protection and data privacy.
  • Compliance with record and document management.
  • ISO 27001 information security and cybersecurity.

Project implementation and management.

  • Developing the target operating model.
  • Roles, responsibilities, and reporting.
  • Course planning.
  • Quality management planning.
  • Risk and issue management.

Digital data and information technology solutions.

  • Scanning and optical character recognition (OCR).
  • Indexing and metadata.
  • Workflow automation and business process.
  • Enterprise content management systems.
  • Document and record management.
  • Archiving and preservation.

Policy development, procedures, and action plans.

  • Digital transformation management policies.
  • Developing procedures and guidance for data lifecycle management.
  • Creating an action plan to implement programs and projects.
  • Case studies.

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