For an efficient management of digital documents
In the all-digital era, the proliferation of files, emails, and cloud platforms can quickly turn a company’s information assets into utter chaos.
Searching for the right document at the right time results in a considerable waste of time and major compliance risks. How can you structure information so that it is accessible, secure, and sustainable?
This training course will guide you step by step through the implementation of rigorous practices and electronic document management (EDM) systems tailored to your organization’s specific needs.
Is it for you ?
All persons who will initiate, supervise or execute an improvement process.
Prerequisites
No technical prerequisites are required. However, a basic understanding of the Windows environment and the Office suite (or Microsoft 365) is recommended to fully grasp directory concepts.
What You'll Walk Away With
- ✓ Productivity gains: Drastically reduce the time your teams spend searching for lost or misnamed files.
- ✓ Security and compliance: Ensure that sensitive documents are protected and that legal retention periods are met.
- ✓ Easier collaboration: Put an end to the proliferation of multiple versions of the same file with clear naming and sharing rules.
- ✓ Successful digital transformation: Lay the groundwork for your organization’s successful transition to a “paperless” environment.
Training content
1 The Fundamentals of Records Management
- Definition and challenges of information management.
- The document lifecycle (creation, use, retention, disposal).
- The regulatory and legal framework in Quebec/Canada.
2 Structuring Information: The Classification Plan
- Basic principles of an effective taxonomy.
- How to design a classification scheme (by function, by subject, by department).
- Best practices for naming and standardizing files and folders.
3 Retention Schedules and Declassification
- Assessing the value (administrative, legal, historical) of a document.
- Defining applicable retention periods.
- Procedures for declassification, archiving, and secure destruction.
4 Electronic Document Management (EDM) and Implementation
- Differences between a traditional network drive and an EDM system.
- Key features to look for in EDM software.
- Change management: how to get the team to adopt new practices.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
