A training course that will work with all ECM platforms and teaches you the techniques you will need to build a successful classification and metadata schema for managing and finding information.
Why you should attend
Based on our experience with fixing failed ECM implementations, we find the biggest issue is that staff complain that the new system doesn’t help them find the information they need to do their job. Often this is due to issues with a poorly designed taxonomy, namely the classification and metadata structure.
This training course will teach you the techniques to designing a successful taxonomy that will:
- Encompass a business classification that will be intuitive for people to navigate
- Not overburden staff with having to enter too much metadata
- Help people quickly and easily find the content they need
- Manage the lifecycle of documents from creation to disposal
- Does not need to be changed when the organisation restructures
You’ll come away with
a) Techniques for how to design a taxonomy within your organisation that includes a functional business classification and metadata schema.
b) Pragmatic understanding of what makes a good taxonomy and how to avoid common pitfalls.
c) Hands-on experience in designing a taxonomy that you can apply to your own organisation.
d) Knowledge of how you can apply your taxonomy to different IM systems including ECM systems, SharePoint, file shares, Intranet, paper filing.
Training course detail
The course size is limited to a small group of attendees so your issues can be raised and discussed.
There will be the opportunity for discussion and Q&A with Information Leadership’s highly experienced experts and case studies and scenarios throughout the course so that you can practice applying the techniques that are taught.
WHAT IS COVERED
- How to design a successful taxonomy that suits records keeping, business and usability needs
- Applying the taxonomy to different systems and the pitfalls to watch out for
- Learn how to spot and avoid common mistakes when building / re-designing a taxonomy
- Approaches to determining metadata that support finding and information lifecycles
- Principles on planning your findability strategy including how this is supported by the taxonomy
- Learn how to make decisions around metadata including the optimal amount, validation and make-up
WHAT YOU WILL GET
- Techniques for how to design a taxonomy within your organisation
- Deep understanding of what makes up a good taxonomy and how to avoid common pitfalls.
- Hands-on experience in designing a taxonomy that you can apply to your own organisation.
- Knowledge of how you can apply your taxonomy to different IM systems including:
ECM systems, SharePoint, file shares, Intranet, paper filing.
- Review exercises that check understanding so that you are confident that you can apply the learning from the course when you are back in the office
- Small group size so that your issues can be raised and discussed
- The opportunity for discussion and Q&A with Information Leadership’s highly experienced experts
- Case studies and scenarios throughout the course so that you can practice applying the techniques that are taught
DURATION & TIMING
This is a one day course running from 9.00 - 4.00pm
WHO IS THE COURSE DESIGNED FOR
This course targets people who have responsibility for the management of information in their organisation for example:
Record managers – who are responsible for managing the business classification and metadata schema for ECM systems.
IT Managers - who are responsible for providing electronic document management systems
EDRMS Project Managers and Support Teams – who need to know how to design a Taxonomy for their EDRMS.