DOCUMENT

MANAGEMENT,
SECURITY & RETENTION

MANAGEMENT
SERIES

23 - 24 MAY 2016
KUALA LUMPUR
MALAYSIA
05 - 06 SEPTEMBER 2016
KUALA LUMPUR
MALAYSIA

The Best Practices,

Laws & Regulations

SPECIAL TAK

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Full of Cours
humb Drive Information
Th
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Reference &

COURSE OVERVIEW
Document Management, Security and Retention addresses the problems that all
organisations have:
- Too much information
- Too much cost to store and manage emails, documents and data
- Hard to find the right information when you need it
- Information is lost, misplaced, or stolen
- Staff resign or retire, taking vital knowledge with them

YO
YOUR
OUR INTERNATIONAL
INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng

Information is an essential asset for any organisation. Managed well, it increases

efficiency and quality and contributes directly to the bottom line. Information
managed badly is a risk.
This course will look at practical ways in document management, such as adding
the right metadata to your documents, filing them in structured systems, securing
them from loss, alteration or theft, and finding the right document when you need
it.
Upon completing this course, you will be able to:
Control access to documents, protect them from damage or loss, and
detect any breaches of your system
Label documents so that they can be found when they are needed
File documents safely and securely

Managing Director
Audata Ltd
David Bowen has worked with computers since 1967
and with large volumes of information since 1972.
After 24 years in chemical and pharmaceutical
research and information management, he built two
digital archives for a major pharmaceutical company,
and led the project to create their archives and
archive management software.
Since 1998, he has been a Director of Audata Ltd. He
has completed strategic and practical projects for
clients in government, international tribunals, charity,
finance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.

Decide when and how to destroy obsolete documents

Very well structured to cover vast area of
Records & Information Management,
Document Management & Archiving.
- Suresh Kumar Methil, Controller - Legal
Documentation, Dubai Aluminium (DUBAL)

Save significant costs in time and money

Latest TESTIMONIALS
David is highly
high
ghly experienced,
experienced,
d llistened
istened to our staff and responded to our
comments and
The work
he has completed will make a
d requests. Th
kh
significant contribution to improving the Information Management
systems at Carlisle, and to advancing our continuous performance
improvement goals.
- Carlisle City Council
The trainer & the workshop were awesome!
- Freedom of Information Officer & Information Audit Project Manager
David has delivered a very effective training, suitably targeted for
different levels of user. His training and support has ensured the smooth
roll-out of our new system and has the potential to save significant staff
time and improve the efficiency of our business processes.
- Royal Parks Agency

Tel: +6016 3326 360

Fax: +603 9205 7788

kris@360bsigroup.com

Learnt new information on how to make

document management easy and time-saving.
- Aysha Mubarak Salem Duhair, Senior Officer Document Controller, Dubai Electricity and Water
Authority
I would like to thank the instructor for his
thorough review and materials presentation.
- Mohammed M. Al-Ajmi, Division Head, Samba
Financial Group
Trainer's experience in real world cases helped
a lot in explaining things and sharing best
practices.
- Siti Shafini Yusof, Senior Engineer - Information
Management, Teknik Janakuasa Sdn Bhd

COURSE
CONTENT

HOW THIS WORKSHOP WILL BE CONDUCTED

DAY1 DOCUMENT MANAGEMENT

DOCUMENT MANAGEMENT PRINCIPLES

Introduction
What are Data, Documents, Information and Records?
- How are they created? (Paper and electronic, digital)
What is Security for Information?
- How is it achieved?
Why do we keep documents and records?
- How do we keep them? (File plans, classifications, metadata)
Exercises & Group discussions

WHY THIS EVENT

This workshop will provide you with a solid and
comprehensive understanding of document
management. You will understand how to
manage your information by applying the
appropriate levels of security and access to your
documents.
The correct and timely data will improve your
organisations financial performance & allow you
to take full advantage of new business
opportunities.
At the end of the workshop you will leave with a
new set of practical tools to apply immediately
to your daily work.

DAY2 RECORDS & RETENTION

RECORDS MANAGEMENT, RETENTION & DISPOSAL, BIG

BUCKETS FOR RETENTION
Why should we dispose of documents and records?
- How do we achieve this? (Retention, disposal, sentencing)
Records Centres and Archives
- Discussion, differences, similarities (Automation, EDRMS)
Surveys and Audits what information do we have?
- How good is our quality?
Governance how does our organisation decide how to
manage its data, information, documents and records?
Personal action plans what will you do next?
Exercises & Group discussions

FACTS:
90% of business information still exists on paper
20% to 40% of workers time is wasted searching for documents
Of all the documents that get handled each day, 90% are shuffled
The average document gets copied 19 times
Companies spend $20.00 in labor to file a document, $120.00 in labor to find a
misfiled document, and $220.00 in labor to produce a lost document.
Professional spend 5-15% reading information, but up to 50% looking for it
18 minutes is the average search time for a document
7.5% of all documents get lost and 3.0% get misfiled
More than 70% of todays businesses would fail within 3 weeks if they suffered
a catastrophic loss of paper-based records due to fire or floods
Every 12 filing cabinets require an additional employee to maintain
Each 4 drawer file cabinet takes up to 9 sq ft of floor space and costs $1,500 / yr
Each 100 documents/day = $39,000/year to file/retrieve
Source: Coopers & Lybrand, 1998

WHO SHOULD ATTEND

CEOs, CFOs, CIOs, COOs
Company Secretaries, Legal officers
Finance and HR managers
Information and Knowledge officers
Document controllers
Quality and Risk managers
Staff responsible for administering or managing
documents, filing & information processes
Staff responsible for documents in Case-related
or Project-related organisations
Suitable for participants from Banking, Finance,
Insurance, Chemicals, Pharmaceuticals,
Engineering, Oil and Gas, Energy, Logistics &
Government Sectors

COURSE SCHEDULE
C
8
8.00
8.30
8
10.00 - 10.15
1
12.00 - 13.00
1
14.30 - 14.45
1
16.00
1

Registration & Coffee/Tea

Workshop commences
Morning coffee/tea
Lunch
Afternoon coffee/tea
End of day
2

DOCUMENT
MANAGEMENT,
SECURITY &
RETENTION

REGISTRATION FORM
Fax: +603 9205 7788
Tel: +603 9205 7772

23 - 24 MAY 2016
KUALA LUMPUR

Mobile: +6016 3326 360

05 - 06 SEPTEMBER 2016
KUALA LUMPUR

Email: kris@360bsigroup.com

DELEGATES
1

Name

IN-HOUSE TRAINING

360 BSI is passionate about providing strategic technical

programs and high potential training solutions across the
region to build personal competencies and organizational
capability.

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You will receive practical training from a professionally

qualified educator with over twenty years of teaching and
training experience.
Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staff. Other
topics may be available upon request.

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OTHER PUBLIC COURSES

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Name

IT Governance & Leadership

Root Cause Analysis (RCA)
Serious Incident Prevention
Professional Proposal & Report Writing
Managing Stress for Workplace Effectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills

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Hotel Contact Details:

For Room Reservation, contact us for 360BSI corporate rates.
Grand Millennium Kuala Lumpur
160 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia
Tel: +60 3 2117 4899 Fax: +60 3 2142 1441

AUTHORIZATION

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Name

Job Title

Email

Tel :

General Information:
1
2
3
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5

Cancellations/Substitutions

Organization :

Substitutions are welcome at any time. Please notify us at

least 2 working days prior to the event. All cancellations will
carry a 10% cancellation fee, once a registration form is
received. All cancellations must be in writing by fax or email
at least 2 weeks before the event date. Cancellations with
less than 2 weeks prior to the event date carry a 100% liability.
However, course materials will still be couriered to you.

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FEES

Date:

(please tick as appropriate)

KUALA LUMPUR, MALAYSIA: 23 - 24 MAY 2016

KUALA LUMPUR, MALAYSIA: 05 - 06 SEPTEMBER 2016

USD 1,995 per delegate

USD 4,995 - Special for Group of 3
USD 7,500 - Special for Group of 5
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.

* Save up to 50% for In-house Training program

Registrations close ONE (1) week before the training dates.

The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual

Thank you for your registration!

PAYMENT DETAILS
Payment is required within 5 days upon receipt of
the invoice.
Bank transfer:
360 BSI MIDDLE EAST LIMITED
Abu Dhabi Commercial Bank
Dubai Mall Branch, P.O.Box 49124 Dubai, U.A.E
Account No: 10065721319001
Swift No: ADCBAEAAXXX
IBAN No: AE780030010065721319001

All payments must be received prior to the event date

360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

www.360bsi.com

360 BSI Training Calendar 2016

Event Code

Type

KK-MN-SIN-130
KK-MN-DUB-131
KK-MN-DUB-129
KK-TE-DUB-48
KK-MN-KL-132
KK-TE-SIN-44

COURSE TITLE
Document & Information Management, Security,
IT
Retention & Archiving
Management Green Supply Chain Management
Document & Information Management, Security,
IT
Retention & Archiving
General
Effective Technical Report Writing
IT
Document Management, Security & Retention
General
Effective Technical Report Writing

DATE - 2016

VENUE

04 - 07 Apr 2016

Singapore

10 - 12 Apr 2016

Dubai

02 - 05 May 2016

Dubai

15 - 16 May 2016
23 - 24 May 2016
18 - 19 July 2016

Dubai
Kuala Lumpur
Singapore

KK-TE-JAK-42

General

Effective Technical Report Writing

31 Aug - 01 Sep 2016 Jakarta

KK-TE-KL-41
KK-MN-KL-133

General
IT

Effective Technical Report Writing

Document Management, Security & Retention
Document & Information Management, Security,
Retention & Archiving

05 - 06 Sep 2016
05 - 06 Sept 2016

General

Effective Technical Report Writing

05 - 06 Oct 2016

General

Effective Technical Report Writing

10 - 11 Oct 2016

KK-MN-KL-117/118

General

10 - 13 Oct 2016

KK-MN-KL-119/120

General

10 - 13 Oct 2016

Kuala Lumpur

KK-MN-DUB-121/122

General

16 - 19 Oct 2016

Dubai

KK-MN-DUB-123/124

General

Negotiating Sales Success & Customer Loyalty

Effective Communication, Presentation Skills &
Report Writing
Negotiating Sales Success & Customer Loyalty
Effective Communication, Presentation Skills &
Report Writing
Document & Information Management, Security,
Retention & Archiving
Effective Technical Report Writing

Kuala Lumpur
Kuala Lumpur
Available for Inhouse
Available for Inhouse
Available for Inhouse
Kuala Lumpur

16 - 19 Oct 2016

Dubai

06 - 07 Nov 2016

Available for Inhouse

Doha

Behavioral Based Safety (BBS) & Leadership

Root Cause Analysis
Business Continuity & Disaster Recovery Planning

To be confirmed 2016
To be confirmed 2016
To be confirmed 2016

Dubai
Dubai
Kuala Lumpur

IT Information Security Management Principles

To be confirmed 2016

Dubai

IT

IT
KK-TE-DOH-47

General

SV-SS-DUB-104
SV-SS-DUB-105
SV-IT-KL-22

Safety
Safety
IT

SV-IT-DUB-21

IT

SV-FI-KL-11/12

Finance

SV-MN-DUB-131

25 - 28 Sept 2016

16 - 19 Oct 2016

Fraud Control & The COSO 2013 Framework: Improving

To be confirmed 2016
Internal Controls and Organizational Effectiveness

Kuala Lumpur

HR

Effective Performance Management

To be confirmed 2016

Dubai

SV-MN-DUB-132

HR

Preventing Workplace Bullying

To be confirmed 2016

Dubai

SV-FI-DUB-9/10

Finance

Fraud Control & The COSO 2013 Framework: Improving

To be confirmed 2016
Internal Controls and Organizational Effectiveness

Dubai

SV-IT-DUB-19

IT

Project Management for IT Professionals (23 PDUs)

To be confirmed 2016

Dubai

SV-SS-DUB-96

Safety

Dubai

SV-SS-DUB-97

Safety

SV-IT-DUB-20

IT

Visible Safety Leadership

To be confirmed 2016
Quality, Behavior & the Bottom Line: The Human Side of
To be confirmed 2016
Quality Improvement
IT Governance: Governance & Management of
To be confirmed 2016
Enterprise IT

Dubai
Dubai

Other Training Courses by Affiliated Training Partners

Technical
Security
Security
Security

Advanced Shutdown / Turnaround / Outage (STO)

Management
Advanced Certificate in Security Management
Advanced Certificate in Professional Investigation &
Covert Surveillance
Advanced Certificate in Field Incident Command

Management CSR Strategy & Value-creation Masterclass

HR

Training ROI Masterclass

Management Effective and Efficient Warehouse Operations

Finance

Effective Collection & Recovery Strategies

Contact Kris at kris@360bsi.com to register or for further details. Tel: +60 16 3326 360

Dubai
Kuala Lumpur
Dubai
Dubai
Dubai
Dubai
Dubai
Dubai