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Course Code: DIGTR 234994
7 Course Visits
Document Control & Digital Transformation
Course Sector:
Digital Transformation and Innovation
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Online, Virtual $2,150
02
5 Days
Dubai, UAE $4,250
03
5 Days
Riyadh, KSA $4,250
Introduction
Training course introducion / brief
This intensive 5-day course provides participants with a comprehensive understanding of modern document control principles and the strategic role of digital transformation in optimizing documentation workflows. The course blends theoretical knowledge with practical applications, focusing on real-world tools and technologies that support automation, compliance, security, and efficiency.
Participants will explore key areas such as digital archiving, access control, metadata tagging, workflow automation, cloud-based document management systems (DMS), and AI integration. By the end of the course, learners will be equipped to implement effective document control strategies and lead digital transformation initiatives within their organizations.
Course Objectives
At the end of the training course, participants will be able to
- Understand the fundamentals of document control and its importance in organizational efficiency and compliance.
- Implement best practices for managing digital documents across their lifecycle.
- Design and automate digital workflows using modern tools and platforms.
- Evaluate and select appropriate DMS tools based on organizational needs.
- Apply digital transformation techniques to improve collaboration, reduce errors, and enhance productivity.
- Ensure data security, version control, audit trails, and regulatory compliance in document management.
Course Audience
Who is this course for, and can benefit the most
- Document Controllers
- Records Managers
- Compliance Officers
- IT Professionals involved in DMS implementation
- Project Administrators
- Quality Assurance Managers
- Business Analysts
Course Outline
The course aims and learning outcomes
Foundations of Document Control
- Introduction to Document Control
- Definition and purpose
- Role in quality management and compliance (ISO, GDPR, HIPAA)
- Document Lifecycle Management
- Creation, review, approval, distribution, storage, retrieval, and disposal
- Version Control and Change Management
- Best practices for tracking revisions
- Access Control and Security
- Role-based permissions
- Audit trails and accountability
- Hands-on Activity:
- Setting up version control in a sample DMS platform
Digital Archiving and Metadata Management
- Principles of Digital Archiving
- Long-term preservation and accessibility
- Metadata Tagging and Classification
- What is metadata?
- Taxonomy vs. Folksonomy
- Centralized Repositories and Cloud Storage
- Benefits and risks
- Searchability and Retrieval Techniques
- Full-text search, filters, OCR
- Tools Covered:
- M-Files, SharePoint, OpenText
- Hands-on Activity:
- Applying metadata tags and performing advanced searches in a DMS
Workflow Automation and Process Optimization
- Understanding Digital Workflows
- Triggers, actions, integrations
- Workflow Design Principles
- Mapping current processes
- Identifying automation opportunities
- Robotic Process Automation (RPA) in Document Management
- Use cases in finance, healthcare, and manufacturing
- Integration with ERP, CRM, and Other Systems
- Ensuring data consistency
- Tools Covered:
- Zapier, Microsoft Power Automate, Jira
- Hands-on Activity:
- Designing and automating a basic document approval workflow
Emerging Technologies in Document Control
- Artificial Intelligence (AI) in Document Control
- Natural Language Processing (NLP)
- Intelligent sorting and auto-tagging
- Blockchain for Document Verification
- Immutable records and tamper-proof audits
- Mobile-First Interfaces and Remote Collaboration
- Supporting hybrid work models
- Generative AI and RPA Convergence
- Enhancing decision-making and process orchestration
- Tools Covered:
- AI-powered DMS platforms, Docsvault, Adobe Sign
- Case Studies:
- Fresenius Kabi, MegaMart Inc., CapitalCore Bank
Implementation Strategies and Industry Applications
- Planning a Document Control System Implementation
- Needs assessment and stakeholder engagement
- Selecting the Right Tools
- On-premise vs. cloud vs. hybrid solutions
- Cost-benefit analysis
- Change Management and User Adoption
- Training, communication, and resistance management
- Compliance and Risk Mitigation
- Aligning with GDPR, ISO, HIPAA
- Cross-Border Data Transfer Considerations
- Data sovereignty and encryption standards
- Final Workshop:
- Group project: Design a digital transformation plan for a fictional organization
Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.
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