Electronic Document and Records Management (EDRM)

Many organizations today struggle with rapidly growing volumes of electronic documents dispersed across multiple systems, difficult to retrieve, inconsistently managed, and often insufficiently secured. This information overload not only reduces operational efficiency but also exposes organizations to compliance failures, business continuity risks, and weakened strategic decision-making.

Effective Electronic Document and Records Management (EDRM) is essential to transforming information from an unmanaged burden into a controlled, valuable organizational asset.

Designed by HighPoint Center (HPC), this five-day course provides a practical, structured, and lifecycle-based approach to managing electronic documents and records. Participants will learn how to organize, protect, retain, and retrieve information in ways that support efficiency, accountability, and regulatory compliance—without unnecessary complexity.

The course combines real-world guidance on classification systems, retention schedules, technology selection, and user adoption, while addressing critical topics such as privacy, data security, cloud platforms, and emerging AI-enabled EDRM tools.

Whether participants are beginning their digital records journey or enhancing existing systems, this program equips them with the knowledge and tools to manage information as a strategic, compliant, and secure organizational resource.

This program is designed for professionals responsible for EDRM deployment, administration, and governance in both public and private sector organizations, including:

• Records and Information Managers
• Document Control Officers
• IT and Systems Administrators
• Compliance and Risk Management Professionals
• Legal and Regulatory Affairs Officers
• Archivists and Digital Librarians
• Administrative and Office Managers
• Digital Transformation and Project Managers

Day One: Introduction to Electronic Document and Records Management

• Purpose and strategic importance of EDRM
• Key differences between documents and records
• EDRM’s role in information governance frameworks
• Legal and regulatory requirements impacting EDRM:
  • GDPR
  • HIPAA

• Overview of EDRM models, standards, and frameworks

Day Two: Electronic Document Management

• Creating and capturing electronic documents
• Metadata, tagging, taxonomy, and classification structures
• Document version control and collaboration practices
• Document search, retrieval, and accessibility techniques
• Security and access control for electronic documents

Day Three: Electronic Records Management

• Electronic records lifecycle stages:
  • Creation
  • Storage
  • Retention
  • Disposition
• Retention schedules and disposition rules
• Legal holds and records preservation strategies
• Records classification, indexing, and filing structures
• Auditing, monitoring, and compliance controls

Day Four: Implementing an EDRM System

• Assessing organizational needs and readiness
• Criteria for selecting appropriate EDRM solutions
• Planning and executing EDRM implementation
• Training users and promoting organizational adoption
• Developing system maintenance, support, and governance plans

Day Five: Best Practices and Future Trends in EDRM

• Best practices for security, compliance, and efficiency
• Cloud-based EDRM solutions and their benefits
• Integrating EDRM with enterprise information systems
• AI and machine learning applications in EDRM
• Key takeaways, lessons learned, and course evaluation