Document Management Course

April 21, 2014
9am – 5pm
Ascott, Makati City (Formerly Oakwood Hotel)

Fee: Php 5,500.00 / person plus 12% VAT

• Early Registration Payment: Ten-Percent (10%) Discount if PAID thirty (30) days before the training date
• Group Discount: Five-Percent (5%) on Three (3) or More Participants

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Course Synopsis:

This course aims to enhance the knowledge of professionals to the process of record keeping, archiving, tracing paper trails and managing documents within the company.

The process of documents and an analysis of the documents flow will be discussed. Possible documents management implementation in their companies will be studied as well as identifying issues in people or systems.

Objectives of the Course:

• Understand the flow of documents in companies and how the process can be managed.
• Identify the roles and responsibilities of Individuals and the Company in managing documentation.
• Understand the reasons for standardizing documents and complying with ISO requirements.
• Define the current paper process of the company and determine the feasibility of transferring the documentation to online resources.
• Maximize the software solutions available for managing documents.
• Determine the possibility of the company going paperless.
• Assist in identifying the issues with current paper management systems, and provide possible solutions.

Who should attend:

This workshop is intended for records/information management practitioners responsible for documents in their own companies.

• Operations Directors
• General Managers
• Operations Managers
• Administrative Directors
• Administrative Staff
• Operations Staff

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Course Outline

1. Document Management Flow
   1. Entry Points
   2. Collecting Documentation
   3. Filing and sorting
   4. Archiving
   5. Retrieval
2. Roles for Document Management
   1. Individual:
      • Identifying Roles and Responsibilities
      • Approvals
      • Final Sign off
   2. Company
      • Collection
      • Integration
      • Standardization
      • ISO Requirements
3. Document Management Systems
   1. Electronic Systems
      • Software and Systems available
      • Ensuring software implementation
      • Issues and possible solutions for misimplementation
   2. Physical Paper process flow
      • Changing workplace processes
   3. Going Paper-less
      • Examples of companies
      • Risk and Rewards
4. Identifying issues with current paper management
   1. Process choke points
   2. Hindrances to successful implementation
   3. Possible solutions for issues
   4. Standard Operating Procedures

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Mary Judith V. Reyes

Marjo V. Reyes, is an Information Technology professional with 15 years experience in Project Management, Marketing and Sales. An Ateneo University and MBA Graduate, she has done training for corporations, and has taught in the academe. She is currently the CEO of EcoPlanet Enterprises, a Recycling and Waste Management Company.

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BANCO DE ORO (BDO)

Account Name:

Aguila Group Companies (AGC) Development Corporation

Account Number:

00 543 801 3291

Bank Address:

Alfaro-Salcedo Village Branch, PCCI Bldg., 118 Alfaro St., Salcedo Village, Makati City 1227, Philippines

Swift Code:

BNORPHMM

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