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Professional training course

Digitization and File Management

Digitization is a major challenge for all organizations. As digital content continues to grow at a fast rate, policies, processes and system... The outline covers Introduction to Digitization and Standards, Compliance, R...

  • 5 daysClassroom or online
  • 13Upcoming dates
  • 7Cities
  • €1,825Fees from

Choose your format and date

  • 5 days
  • 09:00–14:00
  • Certificate of attendance

Classroom sessions

  1. 14–18 Dec 2026

    Frankfurt

    Next date
    €2,275 + VAT
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  2. 18–22 Jan 2027

    Kuala Lumpur

    €2,125 + VAT
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  3. 15–19 Feb 2027

    Barcelona

    €2,315 + VAT
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  4. 15–19 Mar 2027

    Geneva

    €3,315 + VAT
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  5. 19–23 Apr 2027

    Munich

    €2,825 + VAT
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  6. 17–21 May 2027

    Barcelona

    €2,315 + VAT
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  7. 21–25 Jun 2027

    Paris

    €2,810 + VAT
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  8. 19–23 Jul 2027

    Frankfurt

    €2,275 + VAT
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  9. 16–20 Aug 2027

    Kuala Lumpur

    €2,125 + VAT
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  10. 20–24 Sep 2027

    Barcelona

    €2,315 + VAT
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  11. 18–22 Oct 2027

    Cape Town

    Lowest fee
    €1,825 + VAT
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  12. 15–19 Nov 2027

    Munich

    €2,825 + VAT
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  13. 20–24 Dec 2027

    Barcelona

    €2,315 + VAT
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Online / Live sessions

  1. 14–18 Dec 2026

    Live virtual classroom

    Next date
    €1,815 + VAT
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  2. 18–22 Jan 2027

    Live virtual classroom

    €1,815 + VAT
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  3. 15–19 Feb 2027

    Live virtual classroom

    €1,815 + VAT
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  4. 15–19 Mar 2027

    Live virtual classroom

    €1,815 + VAT
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  5. 19–23 Apr 2027

    Live virtual classroom

    €1,815 + VAT
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  6. 17–21 May 2027

    Live virtual classroom

    €1,815 + VAT
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  7. 21–25 Jun 2027

    Live virtual classroom

    €1,815 + VAT
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  8. 19–23 Jul 2027

    Live virtual classroom

    €1,815 + VAT
    Register
  9. 16–20 Aug 2027

    Live virtual classroom

    €1,815 + VAT
    Register
  10. 20–24 Sep 2027

    Live virtual classroom

    €1,815 + VAT
    Register
  11. 18–22 Oct 2027

    Live virtual classroom

    €1,815 + VAT
    Register
  12. 15–19 Nov 2027

    Live virtual classroom

    €1,815 + VAT
    Register
  13. 20–24 Dec 2027

    Live virtual classroom

    €1,815 + VAT
    Register

Introduction

Course overview

Digitization is a major challenge for all organizations. As digital content continues to grow at a fast rate, policies, processes and systems are required to manage demand to help drive business operations and become more effective. This process is also known as digital transformation, and professionals and organizations are increasingly required to adopt global standards and international best practices to improve how digital content is captured, managed and controlled.

Digitization and File Management is the specification of establishing digital controls and accountability frameworks to encourage desirable behavior in the valuation, creation, storage, use, archiving and deletion of digital information. The processes involved include scanning, workflow, Optical Character Recognition (OCR); processes, roles, standards and metrics must be implemented that ensure the effective and efficient use of information in enabling an organization to achieve its goals.

This course provides participants with in-depth knowledge in Digitization as well as with practical skills to help manage, plan, analyze, deliver and support an ever-growing volume of data and information within their organizations. The course covers international best practices, industry regulations, legal requirements, information compliance, auditing and security standards; including National Archives Digitization and Guidelines, Scanning, Archiving and Digital Preservation and ISO 13008 Digital Records Conversion and Migration.

View full course outline

What you will achieve

Learning objectives

  • Understand how data and information can be digitized and managed more efficiently and effectively within organizations
  • Develop action plans for scanning, workflow and integration of digital information to support compliance, audits, legislation and regulations
  • Establish and implement a Data Digitization project, including systems, roles and responsibilities
  • Manage data against international best practices, including ISO 13008 Digital Records Conversion and Migration
  • Develop digitization policies and working procedures
  • Formulate and manage data in accordance with ISO 27001 Information Security standards

Who should attend

Target audience

  • This course is suitable for IT professionals, document controllers, auditors, site administrators, general management and anyone tasked with managing and protecting data and information. This also includes professionals already familiar and involved with data management and seeking to build on their fundamental principles of managing data, information and records.

Methodology

Learning approach

  • The material used in the training course will be based on exercises as well as regional and international case studies. Participants will frequently work in pairs with one another as well as in larger teams.

Complete course outline

Five focused days of learning and application

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Day 1

Introduction to Digitization and Standards

  1. Introduction to digitization and file management
  2. Managing structured and unstructured data
  3. Scanning and capture
  4. Coffee break
  5. Scanning and capture (continued)
  6. Workflow
  7. Metadata, indexing and classification
  8. Enterprise search and archiving

Day 2

Compliance, Regulations and Digitization ISO 13008 (Part 1)

  1. ISO 13008 digital records conversion and migration
  2. Archiving and preservation
  3. Data protection and data privacy
  4. Coffee break
  5. Data protection and data privacy (continued)
  6. Document and records management compliance
  7. ISO 27001 information security and cyber security
  8. Implementation and Project Management

Day 3

Compliance, Regulations and Digitization ISO 13008 (Part 2)

  1. Developing target operating model
  2. Roles, responsibilities and reporting
  3. Programme planning
  4. Coffee break
  5. Programme planning (continued)
  6. Quality management planning
  7. Risk and issue management
  8. Data Digitization IT Solutions

Day 4

Compliance, Regulations and Digitization ISO 13008 (Part 3)

  1. Scanning and Optical Character Recognition (OCR)
  2. Indexing and Metadata
  3. Workflow and business process automation
  4. Coffee break
  5. Workflow and business process automation (continued)
  6. Enterprise content management systems
  7. Document and records management
  8. Archiving and preservation

Day 5

Developing Policy, Procedures and Action Plans

  1. Digitization management policies
  2. Develop data lifecycle management procedures and guidelines
  3. Create programme and project implementation action plan
  4. Coffee break
  5. Create programme and project implementation action plan (continued)
  6. Case studies

Ready to book?

Digitization and File Management

Next session: 14 - 18 December 2026, Frankfurt

Course FAQs

Questions about this course

What participants and training managers usually ask before booking Digitization and File Management. Can't find your answer?

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What does Digitization and File Management cover?

This course covers Data Management and Business Intelligence through a structured five-day outline focused on practical application, discussion, and implementation planning.

When is the next available session?

The next scheduled session starts on 14 - 18 December 2026. See the course schedules section for the available dates and delivery formats.

Who should attend this course?

This course is suitable for IT professionals, document controllers, auditors, site administrators, general management and anyone tasked with managing and protecting data and information. This also includes professionals already familiar and involved with data management and seeking to build on their fundamental principles of managing data, information and records.

Is bilingual course delivery available?

Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.

How can I register for a session?

Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.

Is this course available online as well as classroom-based?

Check the course schedules section for currently published classroom and Online / Live sessions.

Where are classroom sessions delivered?

Current classroom venues include Frankfurt, Kuala lumpur, Barcelona, Geneva, Munich, Paris, Cape Town.

How long is the training programme?

The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).