Electronic Records Management

Electronic Records Management ensures your organization has the records it needs when they are needed. It refers to a set of activities required for systematically controlling the creation, distribution, use, maintenance, and disposition of recorded information maintained as evidence of business activities and transactions.
Records management capabilities include assigning unique identifiers to individual records, providing safeguards against unauthorized changes being made to those records, and creating an unbreakable audit trail for reasons of accountability. Electronic Records Management helps companies to stay compliant, reduce time of operations, be more secure as well as being eco-friendly.
Often referred to as ERM, or the newer Records Information Management represent an essential part of a business’ compliance effort.
Many organizations rely on paper-based principles to manage electronic records but this doesn’t work with the growing volume, velocity, and variety of information. The AIIM Electronic Records Management course provides you with a thorough understanding of how to best automate the way electronic records are identified, captured and classified. The course covers the entire lifecycle of records with special emphasis on email capture and retention as well as new content types such as social media.
It is applicable across all industries, and is independent of any particular technology or vendor solution.

Who can benefit from the training?
The course is designed for IT, business analysts, consultants, managers, information managers, as well as for solution providers, sales consultants, project managers, and technical staff. And all other professionals who are tasked with accurately and effectively managing organizational business processes.


  • Identify, capture, classify, and transfer/dispose electronic records.
  • Develop a business classification scheme, controlled vocabularies, and a metadata model for managing records.
  • Leverage content analytics and metadata to automate management of electronic records.
  • Plan defensible and secure retention and disposition of electronic records.
  • Earn the AIIM ERM Specialist or ERM Master designation after passing the online exam (and, for Master, passing a case study assignment as well).
  • It is important to note here that, as important as these capabilities are, and as critical as it is to find a records management solution that supports them, it is even more vital that you take a long-term view of the process since some records. Managing your electronic records is only the beginning. 

Find more information about Electronic Records Management (ERM) solutions here.

Latourrette Consulting is a Certified AIIM Trainning Partner in Portugal/USA/Brasil/Colombia/España/Nederland/Chile.